UNITED JEWISH FEDERATION OF PRINCETON MERCER BUCKS INC: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
UNITED JEWISH FEDERATION OF PRINCETON MERCER BUCKS INC (EIN 23-2215070)
Tax period
2013-07-01 to 2014-06-30
Filed
2015-04-13
IRS object ID
201521039349300632
Schema version
2013v4.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2015-04-13T15:05:18-05:00ReturnTs
Tax Period End2014-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN223604710PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1JAMES M WOOD CPABusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1603B OMNI DRIVEAddressLine1
CityHILLSBOROUGHCity
StateNJState
ZIP Code08844ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN232215070EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UNITED JEWISH FEDERATION OF PRINCETONBusinessNameLine1
Business Name Line2MERCER BUCKS INCBusinessNameLine2
FieldValueIRS element (for citing)
Business Name ControlUNITBusinessNameControlTxt
Phone6092190555PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14 PRINCESS ROAD NO 211AddressLine1
CityLAWRENCEVILLECity
StateNJState
ZIP Code08648ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARK MERKOVITZPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6092190555PhoneNum
Signature2015-04-08SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES M WOODPreparerPersonNm
PTINP00310420PTIN
Phone9084311700PhoneNum
Preparation2015-04-08PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMARK MERKOVITZPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line14 PRINCESS ROAD NO 211AddressLine1
CityLAWRENCEVILLECity
StateNJState
ZIP Code08648ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$1,984,623GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.UJFPMB.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1931FormationYr
Legal Domicile StateNJLegalDomicileStateCd
Activity Or MissionPRESERVE, SECURE, AND STRENGTHEN JEWISH LIFE AND VALUES.ActivityOrMissionDesc
Voting Members Governing Body36VotingMembersGoverningBodyCnt
Voting Members Independent36VotingMembersIndependentCnt
Total Employee8TotalEmployeeCnt
Total Volunteers100TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,252,422PYContributionsGrantsAmt
CY Contributions Grants$1,956,971CYContributionsGrantsAmt
PY Program Service Revenue$86,320PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$22,688PYInvestmentIncomeAmt
CY Investment Income$27,652CYInvestmentIncomeAmt
PY Other Revenue$178PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$1,361,608PYTotalRevenueAmt
CY Total Revenue$1,984,623CYTotalRevenueAmt
PY Grants And Similar Paid$712,404PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$671,684CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$343,594PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$318,530CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$219,365CYTotalFundraisingExpenseAmt
PY Other Expenses$304,431PYOtherExpensesAmt
CY Other Expenses$268,094CYOtherExpensesAmt
PY Total Expenses$1,360,429PYTotalExpensesAmt
CY Total Expenses$1,258,308CYTotalExpensesAmt
PY Revenues Less Expenses$1,179PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$726,315CYRevenuesLessExpensesAmt
Total Assets BOY$2,087,429TotalAssetsBOYAmt
Total Assets EOY$2,578,679TotalAssetsEOYAmt
Total Liabilities BOY$973,671TotalLiabilitiesBOYAmt
Total Liabilities EOY$591,084TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,113,758NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,987,595NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE MISSION OF THE JEWISH FEDERATION OF PRINCETON MERCER BUCKS IS TO PRESERVE, SECURE, AND STRENGTHEN JEWISH LIFE AND VALUES IN OUR COMMUNITY, THE STATE OF ISRAEL, AND THROUGHOUT THE WORLD.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$820,840ExpenseAmt
Grant$671,684GrantAmt
DescFEDERATION IS THE SINGLE LARGEST JEWISH FUNDRAISING ENTITY IN THE COMMUNITY. HUNDREDS OF VOLUNTEERS REACH OUT TO THOUSANDS OF RESIDENTS IN THE PRINCETON MERCER BUCKS AREA TO SECURE FUNDS THAT PROVIDE NECESSARY SUPPORT TO LOCAL, NATIONAL AND INTERNATIONAL AGENCIES. THESE AGENCIES IN TURN REACH OUT TO MILLIONS OF PEOPLE IN NEED. THE FUNDS WE PROVIDE, IN CONCERT WITH FEDERATIONS AND OUR COUNTERPARTS THROUGHOUT THE DIASPORA, ARE OF CRITICAL IMPORTANCE TO MEET THE EVER-INCREASING CHALLENGES THAT LIE BEFORE US. OUR ABILITY TO REACH OUT AND PROVIDE IMPORTANT FUNDING ENABLES US TO "BRING TO THE TABLE" INDIVDUAALS AND GROUPS TO DISCUSS IUSSES, SHARE EXPERTISE AND PLAN COURSES OF ACTION. THIS TYPE OF EXCHANGE IS AT THE CORE OF OUR SURVIVAL AS A PEOPLE. OUR NETWORK OF COOPERATION IS GLOBAL AND ALLOWS US NOT ONLY TO REACT TO FURTHER THE EVENTS BUT ALSO PLAN AND SHAPE OUR COLLECTIVE FUTURE.Desc
Total Program Service Expenses$820,840TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document3IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee8EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Form8899 Filedind0Form8899Filedind
Form1098 C Filed0Form1098CFiledInd
Excess Business Holdings0ExcessBusinessHoldingsInd
Taxable Distributions0TaxableDistributionsInd
Distribution To Donor0DistributionToDonorInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members36GoverningBodyVotingMembersCnt
Independent Voting Member36IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ORGANIZATIONBusinessNameLine1
FieldValueIRS element (for citing)
Phone6092190555PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14 PRINCESS ROAD NO 211AddressLine1
CityLAWRENCEVILLECity
StateNJState
ZIP Code08648ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (37 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeInd
MARK MERKOVITZ
PRESIDENT1.00Yes (X)Yes (X)$0$0$0
ROBERT DAVIDSON
VP/ADMIN & PERSONNEL1.00Yes (X)Yes (X)$0$0$0
MERRYE SHAVEL HUDIS
VP COMMUNITY RELATIONS & ALLOCATIONS1.00Yes (X)Yes (X)$0$0$0
RYSIA DE RAVEL
VP ISRAEL & OVERSEAS1.00Yes (X)Yes (X)$0$0$0
STUART AXELROD
TREASURER1.00Yes (X)Yes (X)$0$0$0
DANIEL BRENT
SECRETARY1.00Yes (X)Yes (X)$0$0$0
STEPHANIE WILL
OFFICER1.00Yes (X)Yes (X)$0$0$0
ANDREA SILVERSTEIN
OFFICER1.00Yes (X)Yes (X)$0$0$0
JERRY NEUMANN
BOARD MEMBER1.00Yes (X)$0$0$0
LISA SMUKLER
IMMEDIATE PAST PRESIDENT1.00Yes (X)$0$0$0
ELIOT FREEMAN
PAST PRESIDENT1.00Yes (X)$0$0$0
DONALD LEIBOWITZ
PAST PRESIDENT1.00Yes (X)$0$0$0
KENNETH MACK
PAST PRESIDENT1.00Yes (X)$0$0$0
CAROL POLLARD
PAST PRESIDENT1.00Yes (X)$0$0$0
MARISSA TREU
PAST PRESIDENT1.00Yes (X)$0$0$0
HOWARD COHEN
MEMBER AT LARGE1.00Yes (X)$0$0$0
ANDREA DEDRICK
MEMBER AT LARGE1.00Yes (X)$0$0$0
MARSHA FREEMAN
MEMBER AT LARGE1.00Yes (X)$0$0$0
EMILY JOSEPHSON
MEMBER AT LARGE1.00Yes (X)$0$0$0
LIONEL KAPLAN
MEMBER AT LARGE1.00Yes (X)$0$0$0
MICHAEL MANN
MEMBER AT LARGE1.00Yes (X)$0$0$0
NADINE SINGER
MEMBER AT LARGE1.00Yes (X)$0$0$0
LISA TOBIAS
MEMBER AT LARGE1.00Yes (X)$0$0$0
AMY VOGEL
MEMBER AT LARGE1.00Yes (X)$0$0$0
JEROME KURSHAN
BOARD MEMBER1.00Yes (X)$0$0$0
ROBERT LEVINE
BOARD MEMBER1.00Yes (X)$0$0$0
NORMA SAKS
BOARD MEMBER1.00Yes (X)$0$0$0
SHARON HOFFMAN-MANNING
BOARD MEMBER1.00Yes (X)$0$0$0
SHARI BLECHER
BOARD MEMBER1.00Yes (X)$0$0$0
MARK NEMIROFF
BOARD MEMBER1.00Yes (X)$0$0$0
JACKIE ORR
BOARD MEMBER1.00Yes (X)$0$0$0
MICHAEL KATZ
BOARD MEMBER1.00Yes (X)$0$0$0
PAUL SCHINDEL
BOARD MEMBER1.00Yes (X)$0$0$0
ALAN WALLACK
BOARD MEMBER1.00Yes (X)$0$0$0
KAREN ANDERSON
BOARD MEMBER1.00Yes (X)$0$0$0
MICHAEL FELDSTEIN
BOARD MEMBER1.00Yes (X)$0$0$0
ANDREW FRANK
EXEC DIRECTOR35.00$123,639$0$13,756Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$123,639TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$13,756TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$1,956,971AllOtherContributionsAmt
Total Contributions$1,956,971TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$27,652TotalRevenueColumnAmt
Exclusion$27,652ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,984,623TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$27,652ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$671,684TotalAmt
Program Services$671,684ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$122,284TotalAmt
Program Services$30,571ProgramServicesAmt
Management And General$36,685ManagementAndGeneralAmt
Fundraising$55,028FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$149,780TotalAmt
Program Services$34,942ProgramServicesAmt
Management And General$72,059ManagementAndGeneralAmt
Fundraising$42,779FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$20,952TotalAmt
Program Services$5,045ProgramServicesAmt
Management And General$8,375ManagementAndGeneralAmt
Fundraising$7,532FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$25,514TotalAmt
Program Services$6,144ProgramServicesAmt
Management And General$10,198ManagementAndGeneralAmt
Fundraising$9,172FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$8,164TotalAmt
Management And General$8,164ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$10,534TotalAmt
Management And General$10,534ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$68,545TotalAmt
Program Services$18,150ProgramServicesAmt
Management And General$3,968ManagementAndGeneralAmt
Fundraising$46,427FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,375TotalAmt
Management And General$1,375ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$5,564TotalAmt
Program Services$1,340ProgramServicesAmt
Management And General$2,224ManagementAndGeneralAmt
Fundraising$2,000FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$64,824TotalAmt
Program Services$15,156ProgramServicesAmt
Management And General$24,991ManagementAndGeneralAmt
Fundraising$24,677FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$5,002TotalAmt
Program Services$1,109ProgramServicesAmt
Management And General$1,510ManagementAndGeneralAmt
Fundraising$2,383FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,158TotalAmt
Management And General$987ManagementAndGeneralAmt
Fundraising$171FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$1,105TotalAmt
Program Services$266ProgramServicesAmt
Management And General$442ManagementAndGeneralAmt
Fundraising$397FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$8,102TotalAmt
Program Services$1,951ProgramServicesAmt
Management And General$3,238ManagementAndGeneralAmt
Fundraising$2,913FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
NJ JEWISH NEWS$29,305$29,305
LEGAL SETTLEMENT$25,000$25,000
PRINTING & PUBLICATIONS$9,610$775$1,287$7,548
BANK FEES$8,905$0$8,905

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$20,901TotalAmt
Program Services$4,402ProgramServicesAmt
Management And General$7,066ManagementAndGeneralAmt
Fundraising$9,433FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,258,308TotalAmt
Program Services$820,840ProgramServicesAmt
Management And General$218,103ManagementAndGeneralAmt
Fundraising$219,365FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$223,011BOYAmt
EOY$94,551EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$316,308BOYAmt
EOY$458,275EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$579,858BOYAmt
EOY$507,565EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$9,120BOYAmt
EOY$8,013EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$115,000BOYAmt
EOY$115,000EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$2,223EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$5,527LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,105LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$4,422EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$826,639BOYAmt
EOY$1,377,951EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$17,493BOYAmt
EOY$10,679EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,087,429BOYAmt
EOY$2,578,679EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$16,346BOYAmt
EOY$5,761EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$957,325BOYAmt
EOY$585,323EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$973,671BOYAmt
EOY$591,084EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$187,119BOYAmt
EOY$559,644EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$926,639BOYAmt
EOY$964,913EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$463,038EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,113,758BOYAmt
EOY$1,987,595EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,087,429BOYAmt
EOY$2,578,679EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$726,315ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$147,522NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,742,271CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,441,242CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,306,876CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,252,422CurrentTaxYearMinus1YearAmt
Current Tax Year$1,956,971CurrentTaxYearAmt
Total$9,699,782TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,742,271CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,441,242CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,306,876CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,252,422CurrentTaxYearMinus1YearAmt
Current Tax Year$1,956,971CurrentTaxYearAmt
Total$9,699,782TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$9,699,782PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$200,057CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$82,861CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$18,690CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$22,688CurrentTaxYearMinus1YearAmt
Current Tax Year$27,652CurrentTaxYearAmt
Total$351,948TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$178CurrentTaxYearMinus1YearAmt
Total$178TotalAmt
FieldValueIRS element (for citing)
Total Support$10,051,908TotalSupportAmt
Gross Receipts Rltd Activities$86,320GrossReceiptsRltdActivitiesAmt
Public Support CY1700.96500PublicSupportCY170Pct
Public Support PY1700.95480PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$7,229BeginningYearBalanceAmt
Contributions$463,038ContributionsAmt
Investment Earnings Or Losses$669InvestmentEarningsOrLossesAmt
End Year Balance$470,937EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$6,998BeginningYearBalanceAmt
Investment Earnings Or Losses$232InvestmentEarningsOrLossesAmt
End Year Balance$7,330EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$6,093BeginningYearBalanceAmt
Investment Earnings Or Losses$905InvestmentEarningsOrLossesAmt
End Year Balance$6,998EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,850BeginningYearBalanceAmt
Investment Earnings Or Losses$1,243InvestmentEarningsOrLossesAmt
End Year Balance$6,093EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,470BeginningYearBalanceAmt
Contributions$1,381ContributionsAmt
End Year Balance$4,851EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY0.98320PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.01680TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (1)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$3,459OtherCostOrOtherBasisAmt
Depreciation$691DepreciationAmt
Book Value$2,768BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,068OtherCostOrOtherBasisAmt
Depreciation$414DepreciationAmt
Book Value$1,654BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$4,422TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescPOOLED INVESTMENTSDesc
Book Value$1,377,951BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$1,377,951TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescALLOCATIONS PAYABLEDesc
Amt$585,323Amt
FieldValueIRS element (for citing)
Total Liability$585,323TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$2,121,611TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$147,522NetUnrealizedGainsInvstAmt
Revenue Not Reported$147,522RevenueNotReportedAmt
Revenue Subtotal$1,974,089RevenueSubtotalAmt
Investment Expenses Not Incld$10,534InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$10,534RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,984,623TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,247,774TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$1,247,774ExpensesSubtotalAmt
Investment Expenses Not Incld2$10,534InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$10,534ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,258,308TotalExpensesPerForm990Amt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (6 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
ABRAMS HEBREW ACADEMY
31 WEST COLLEGE AVEYARDLEYPA19067216001415501(C)(3)$24,515CHARITABLE PURPOSE
CENTER FOR JEWISH LIFE
70 WASHINGTON ROADPRINCETONNJ08540216008282501(C)(3)$1,800CHARITABLE PURPOSE
JEWISH COMMUNITY CENTER
4 PRINCESS ROADLAWRENCEVILLENJ08648210637383501(C)(3)$40,858CHARITABLE PURPOSE
JEWISH FAMILY AND CHILDRENS SERVICES
707 ALEXANDER ROADPRINCETONNJ08540210364563501(C)(3)$136,195CHARITABLE PURPOSE
GREENWOOD HOUSE
53 WALTERS ROADTRENTONNJ08691210639867501(C)(3)$70,821CHARITABLE PURPOSE
JEWISH FEDERATION OF NORTH AMERICA
25 BROADWAYNEW YORKNY10004131624240501(C)(3)$397,495CHARITABLE PURPOSE

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationALL DONATIONS ARE APPROVED BY THE BOARD OF TRUSTEES AND ARE MADE TO 501(C)3 ORGANIZATIONS. THESE ORGANIZATIONS ARE REQUIRED BY THEIR EXEMPT STATUS TO USE THE DONATIONS TO FURTHER THEIR CHARITABLE PURPOSE.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonANDREW FRANKPersonNm
TitleEXEC DIRECTORTitleTxt
Base Compensation Filing Org$123,639BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$0CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$9,756DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$4,000NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$137,395TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$0TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2CERTAIN BOARD MEMBERS ARE HUSBAND AND WIFE.
FORM 990, PART VI, SECTION A, LINE 6INDIVIDUAL MEMBERS - ANY JEWISH PERSON OVER 18 YEARS OF AGE WHO HAS MADE A CURRENT YEAR CONTRIBUTION OF AT LEAST $18 TO THE FEDERATION OR IS THE DESIGNATED PRINCIPAL IN OR OFFICER OF A NON-INDIVIDUAL CONTRIBUTOR OF AT LEAST $18 TO THE FEDERATION. THIS CLASS OF MEMBERS HAS THE RIGHT TO VOTE, ATTEND ANY OPEN BOARD OF DIRECTORS MEETING AND HOLD OFFICE. ASSOCIATE MEMBERS - ANY OTHER INDIVIDUAL CONTRIBUTOR TO THE FEDERATION. THIS CLASS OF MEMBERS HAS THE RIGHT TO ATTEND ANNUAL MEETINGS BUT SHALL HAVE NO VOTIING RIGHTS OR POWERS.
FORM 990, PART VI, SECTION A, LINE 7AA NUMBER OF MEMBERS OF THE BOARD OF DIRECTORS (MEMBERS AT LARGE), TO BE DESIGNATED BY THE BOARD, ARE ELECTED AT THE ANNUAL MEETING BY THE GENERAL MEMBERSHIP.
FORM 990, PART VI, SECTION B, LINE 11THE EXECUTIVE COMMITTEE REVIEWS FORM 990 PRIOR TO ITS FILING. ALL BOARD MEMBERS ARE MADE AWARE THAT THE FORM IS AVILABLE FOR REVIEW UPON REQUEST PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CTHE FEDERATION HAS A CONFLICT OF INTEREST POLICY THAT WAS APPROVED BY THE GOVERNING BOARD. AS A NOMINATING COMMITTEE PREPARES CANDIDATES FOR SELECTION, WE REVIEW THEIR KNOWN AFFILIATIONS PRIOR TO OPENING POSITIONS TO THEM. THE POLICY IS PERIODICALLY DISCUSSED AT BOARD MEETINGS AND SHARED WITH BOARD MEMBERS.
FORM 990, PART VI, SECTION B, LINE 15THE FEDERATION HAS AN ADMINISTRATION AND PERSONNEL COMMITTEE. ONE OF THE CHARGES OF THIS COMMITTEE IS TO UNDERSTAND THE ROLES AND RESPONSIBILITIES OF THE STAFF AND TO DETERMINE IF THE COMPENSATION PAID IS APPROPRIATE. THE COMMITTEE MEETS TO DISCUSS THE COMPENSATION ON AN ANNUAL BASIS. THEY UTILIZE DATA COMPILED ON SIMILAR SIZED FEDERATIONS/ORGANIZATIONS IN THEIR DECISION MAKING PROCESS. THEY MAKE A RECOMMENDATION TO THE BOARD FOR APPROVAL IF NECESSARY.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
FORM 990, PART XII, LINE 2C:THE FEDERATION HAS NOT CHANGED ITS OVERSIGHT PROCESS FROM THE PRIOR YEAR.

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