JEWISH FEDERATION OF GREATER PORTLAND: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
JEWISH FEDERATION OF GREATER PORTLAND (EIN 93-0386825)
Tax period
2012-07-01 to 2013-06-30
Filed
2014-01-06
IRS object ID
201410139349303226
Schema version
2012v2.0
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)
Timestamp2014-01-06T09:06:15-08:00Timestamp
Tax Period End Date2013-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1Kern & Thompson LLCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line11800 SW First Avenue Suite 410AddressLine1
CityPortlandCity
StateORState
ZIP Code97201ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN930386825EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1Jewish Federation of Greater PortlandBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlJEWINameControl
Phone5032456219Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line16680 SW Capitol HwyAddressLine1
CityPortlandCity
StateORState
ZIP Code97219ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameMARC N BLATTNERName
TitlePresident & CEOTitle
Date Signed2013-12-31DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameRichard V Proulx CPAName
PTINP00432577PTIN
Phone5032223338Phone
Self EmployedXSelfEmployed
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonMARC N BLATTNERNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1C/O ORGANIZATIONAddressLine1
CityPORTLANDCity
StateORState
ZIP Code97219ZIPCode
FieldValueIRS element (for citing)
Gross Receipts3286767GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
All Affiliates IncludedfalseAllAffiliatesIncluded
Organization501c3XOrganization501c3
Web SiteWWW.JEWISHPORTLAND.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1920YearFormation
State Legal DomicileORStateLegalDomicile
Activity Or Mission DescriptionTO ASSURE THE BUILDING AND STRENGTHENING OF THE JEWISH COMMUNITY LOCALLY, NATIONALLY, OVERSEAS AND IN ISRAEL, IN ACCORDANCE WITH JEWISH VALUES.ActivityOrMissionDescription
Nbr Voting Members Governing Body18NbrVotingMembersGoverningBody
Nbr Independent Voting Members18NbrIndependentVotingMembers
Total Nbr Employees17TotalNbrEmployees
Total Nbr Volunteers150TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Contributions Grants Prior Year2664216ContributionsGrantsPriorYear
Contributions Grants Current Year3093644ContributionsGrantsCurrentYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Prior Year69686InvestmentIncomePriorYear
Investment Income Current Year76279InvestmentIncomeCurrentYear
Other Revenue Prior Year165726OtherRevenuePriorYear
Other Revenue Current Year22200OtherRevenueCurrentYear
Total Revenue Prior Year2899628TotalRevenuePriorYear
Total Revenue Current Year3192123TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year1503665GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY1678621GrantsAndSimilarAmntsCY
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year1153037SalariesEtcPriorYear
Salaries Etc Current Year928008SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year416283TotalFundrsngExpCurrentYear
Other Expense Prior Year504670OtherExpensePriorYear
Other Expenses Current Year570638OtherExpensesCurrentYear
Total Expenses Prior Year3161372TotalExpensesPriorYear
Total Expenses Current Year3177267TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-261744RevenuesLessExpensesPriorYear
Revenues Less Expenses CY14856RevenuesLessExpensesCY
Total Assets BOY5522676TotalAssetsBOY
Total Assets EOY5677613TotalAssetsEOY
Total Liabilities BOY1929277TotalLiabilitiesBOY
Total Liabilities EOY1928106TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY3593399NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY3749507NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionTO ASSURE THE BUILDING AND STRENGTHENING OF THE JEWISH COMMUNITY LOCALLY, NATIONALLY, OVERSEAS AND IN ISRAEL, IN ACCORDANCE WITH JEWISH VALUES.MissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense1693986Expense
DescriptionGRANTS AND ALLOCATIONS TO SUPPORTED AGENCIES: CONNECTS A DIVERSITY OF HUMANITARIAN PROGRAMS LINKING PEOPLE WHO NEED HELP WITH THOSE WHO CAN PROVIDE IT. THROUGH THE ALLOCATION OF FUNDS CONTRIBUTED BY THOUSANDS OF GENEROUS DONORS, WE FORGE A CONNECTION THAT SAVES AND ENRICHES LIVES.Description

Activity2 Activity2

FieldValueIRS element (for citing)
Expense458402Expense
DescriptionCOMMUNITY ENGAGEMENT: SUPPORT FOR A MYRIAD OF PROGRAMS THAT HELP STRENGTHEN JEWISH IDENTITY, CULTURE AND COMMUNITY INCLUDING PROGRAMS FOR SENIORS, CHILDREN, FAMILIES, YOUNG ADULTS AND NEWCOMERS, SCHOLARSHIPS FOR EDUCATIONAL OPPORTUNITIES, COMMUNITY ENRICHMENT PROGRAMS, SUPPORT FOR TEEN PROGRAMS IN ISRAEL, LEADERSHIP DEVELOPMENT PROGRAMS AND FUTURE PLANNING AND COORDINATION OF THE JEWISH COMMUNITY.Description

Activity3 Activity3

FieldValueIRS element (for citing)
Expense356008Expense
DescriptionCOMMUNITY RELATIONS and COMMUNITY PLANNING: PROMOTES COMMUNICATION WITHIN THE JEWISH COMMUNITY AND OTHERS AS WELL AS WITHIN THE FEDERATION AND IT'S CONSTITUENT AGENCIES.Description
FieldValueIRS element (for citing)
Total Of Other Program Service Exp73031TotalOfOtherProgramServiceExp
Total Program Service Expense2581427TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredtrueScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiestrueLobbyingActivities
Subject To Proxy TaxfalseSubjectToProxyTax
Donor Advised FundstrueDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArtfalseCollectionsOfArt
Credit CounselingfalseCreditCounseling
Term Or Permanent EndowmentstrueTermOrPermanentEndowments
Report Land Bldg EquiptrueReportLandBldgEquip
Report Invest Oth SecuritiesfalseReportInvestOthSecurities
Report Prog Rel InvestfalseReportProgRelInvest
Report Other AssetsfalseReportOtherAssets
Report Other LiabilitiestrueReportOtherLiabilities
Report Fin48 FootnotefalseReportFin48Footnote
Independent Audit Financial StmttrueIndependentAuditFinancialStmt
Consolidated Audit Financial StmtfalseConsolidatedAuditFinancialStmt
SchoolfalseSchool
Foreign OfficefalseForeignOffice
Foreign ActivitiestrueForeignActivities
More Than5000 K To OrganizationstrueMoreThan5000KToOrganizations
More Than5000 K To IndividualsfalseMoreThan5000KToIndividuals
Professional FundraisingfalseProfessionalFundraising
Fundraising ActivitiestrueFundraisingActivities
GamingfalseGaming
HospitalfalseHospital
Grants To OrganizationstrueGrantsToOrganizations
Grants To IndividualsfalseGrantsToIndividuals
Schedule J RequiredtrueScheduleJRequired
Tax Exempt BondsfalseTaxExemptBonds
Invest Tax Exempt BondsfalseInvestTaxExemptBonds
Escrow AccountfalseEscrowAccount
On Behalf Of IssuerfalseOnBehalfOfIssuer
Excess Benefit TransactionfalseExcessBenefitTransaction
Prior Excess Benefit TransactionfalsePriorExcessBenefitTransaction
Loan To Officer Or DQPfalseLoanToOfficerOrDQP
Grant To Related PersonfalseGrantToRelatedPerson
Bsnss Rltnshp With OrganizationfalseBsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family MemberfalseBsnssRltnshpThruFamilyMember
Officer Entity With Bsnss RltnshpfalseOfficerEntityWithBsnssRltnshp
Deductible Non Cash ContributionsfalseDeductibleNonCashContributions
Deductible Contributions Of ArtfalseDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntityfalseDisregardedEntity
Related EntityfalseRelatedEntity
Related Org Controlled EntityfalseRelatedOrgControlledEntity
Transaction Related EntityfalseTransactionRelatedEntity
Transfers To Exempt Non Chrtbl OrgfalseTransfersToExemptNonChrtblOrg
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Number Forms Transmitted With10968NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup WitholdingtrueComplianceWithBackupWitholding
Number Of Employees17NumberOfEmployees
Employment Tax Returns FiledtrueEmploymentTaxReturnsFiled
Unrelated Business IncomefalseUnrelatedBusinessIncome
Form990-T FiledfalseForm990-TFiled
Foreign Financial AccountfalseForeignFinancialAccount
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Non Deductible ContributionstrueNonDeductibleContributions
Non Deductible DisclosuretrueNonDeductibleDisclosure
Quid Pro Quo ContributionsfalseQuidProQuoContributions
Form8282 Property Disposed OffalseForm8282PropertyDisposedOf
Number Of8282 Filed0NumberOf8282Filed
Funds To Pay PremiumsfalseFundsToPayPremiums
Premiums PaidfalsePremiumsPaid
Form8899 FiledfalseForm8899Filed
Form1098 C FiledfalseForm1098CFiled
Excess Business HoldingsfalseExcessBusinessHoldings
Taxable DistributionsfalseTaxableDistributions
Distribution To DonorfalseDistributionToDonor
Filed Lieu1041falseFiledLieu1041
Licensed More Than One StatefalseLicensedMoreThanOneState
Indoor Tanning ServicesfalseIndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members18NbrVotingGoverningBodyMembers
Number Independent Voting Members18NumberIndependentVotingMembers
Family Or Business RelationshiptrueFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocsfalseChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholderstrueMembersOrStockholders
Election Of Board MemberstrueElectionOfBoardMembers
Decisions Subject To ApprovalfalseDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Minutes Of CommitteestrueMinutesOfCommittees
Officer Mailing AddressfalseOfficerMailingAddress
Local ChaptersfalseLocalChapters
Form990 Provided To Governing BodytrueForm990ProvidedToGoverningBody
Conflict Of Interest PolicytrueConflictOfInterestPolicy
Annual Disclosure Covered PersonstrueAnnualDisclosureCoveredPersons
Regular Monitoring EnforcementtrueRegularMonitoringEnforcement
Whistleblower PolicytrueWhistleblowerPolicy
Document Retention PolicytrueDocumentRetentionPolicy
Compensation Process CEOtrueCompensationProcessCEO
Compensation Process OthertrueCompensationProcessOther
Investment In Joint VenturefalseInvestmentInJointVenture
States Where Copy Of Return Is FiledORStatesWhereCopyOfReturnIsFiled
Own WebsiteXOwnWebsite
Other WebsiteXOtherWebsite
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonMARC N BLATTNERNamePerson
Telephone Number5032456219TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line16680 SW CAPITOL HWYAddressLine1
CityPORTLANDCity
StateORState
ZIP Code97219ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (19 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekAverage Hours Per Week RelatedAverageHoursPerWeekRelatedIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficer
LES SOLTESZ
BOARD MEMBER1.000.00X000
JOYCE MENDELSOHN
BOARD MEMBER1.000.00X000
JOSH BLANK
BOARD MEMBER1.000.00X000
SHAWN MENASHE
BOARD MEMBER1.000.00X000
MARCIA WEISS
BOARD MEMBER1.000.00X000
CHARLENE ZIDELL
BOARD MEMBER1.000.00X000
CHUCK TAUMAN
BOARD MEMBER1.000.00X000
MINDY ZEITZER
BOARD MEMBER1.000.00X000
MARK ROSENBERG
BOARD MEMBER1.000.00X000
JORDAN PLAWNER
BOARD MEMBER1.000.00X000
LEE GORDON
BOARD MEMBER1.000.00X000
LAUREN GOLDSTEIN
BOARD MEMBER1.000.00X000
DAVID COPLEY FORMAN
BOARD MEMBER1.000.00X000
LAYTON BORKAN
BOARD MEMBER1.000.00X000
GERSHAM GOLDSTEIN
BOARD MEMBER1.000.00X000
ANDREW BERLINBERG
BOARD MEMBER1.000.00X000
MICHAEL WEINER
Chairman1.000.00X000X
KATHY DAVIS-WEINER
BOARD MEMBER1.000.00X000
MARC N BLATTNER
President & CEO40.000.00213514022780X
FieldValueIRS element (for citing)
Total Reportable Comp From Org213514TotalReportableCompFromOrg
Total Other Compensation22780TotalOtherCompensation
Number Individuals GT100 K1NumberIndividualsGT100K
Formers ListedfalseFormersListed
Total Comp GT150 KtrueTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K
All Other Contributions3093644AllOtherContributions
Total Contributions3093644TotalContributions
Total Program Service Revenue0TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column76279TotalRevenueColumn
Exclusion$76,279ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn
FieldValueIRS element (for citing)
Gross Income Fundraising Events28462GrossIncomeFundraisingEvents
Fundraising Direct Expenses94644FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column-66182TotalRevenueColumn
Exclusion-$66,182ExclusionAmount

Net Income From Gaming NetIncomeFromGaming

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Income Or Loss NetIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Other Revenue Misc OtherRevenueMisc

FieldValueIRS element (for citing)
DescriptionOTHER REVENUEDescription
Business Code900099BusinessCode
Total Revenue Column88382TotalRevenueColumn
Exclusion$88,382ExclusionAmount
FieldValueIRS element (for citing)
Total Other Revenue88382TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column3192123TotalRevenueColumn
Exclusion$98,479ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total1648621Total
Program Services1648621ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total0Total

Foreign Grants ForeignGrants

FieldValueIRS element (for citing)
Total30000Total
Program Services30000ProgramServices

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total0Total

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total236701Total
Program Services94680ProgramServices
Management And General56808ManagementAndGeneral
Fundraising85213Fundraising

Comp Disqual Persons CompDisqualPersons

FieldValueIRS element (for citing)
Total0Total

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total543683Total
Program Services325741ProgramServices
Management And General43721ManagementAndGeneral
Fundraising174221Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total0Total

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total83313Total
Program Services49923ProgramServices
Management And General7452ManagementAndGeneral
Fundraising25938Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total64311Total
Program Services33963ProgramServices
Management And General9899ManagementAndGeneral
Fundraising20449Fundraising

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total0Total

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total0Total

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total0Total

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total0Total

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total0Total

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total0Total

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total51859Total
Program Services45963ProgramServices
Management And General1600ManagementAndGeneral
Fundraising4296Fundraising

Advertising Advertising

FieldValueIRS element (for citing)
Total42249Total
Program Services20925ProgramServices
Management And General5853ManagementAndGeneral
Fundraising15471Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total51848Total
Program Services27673ProgramServices
Management And General6636ManagementAndGeneral
Fundraising17539Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total0Total

Royalties Royalties

FieldValueIRS element (for citing)
Total0Total

Occupancy Occupancy

FieldValueIRS element (for citing)
Total55492Total
Program Services29518ProgramServices
Management And General7130ManagementAndGeneral
Fundraising18844Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total10131Total
Program Services5149ProgramServices
Management And General1367ManagementAndGeneral
Fundraising3615Fundraising

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

FieldValueIRS element (for citing)
Total0Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total16598Total
Program Services10334ProgramServices
Management And General1720ManagementAndGeneral
Fundraising4544Fundraising

Interest Interest

FieldValueIRS element (for citing)
Total23736Total
Program Services11630ProgramServices
Management And General3324ManagementAndGeneral
Fundraising8782Fundraising

Payments To Affiliates PaymentsToAffiliates

FieldValueIRS element (for citing)
Total0Total

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total4303Total
Program Services2109ProgramServices
Management And General602ManagementAndGeneral
Fundraising1592Fundraising

Insurance Insurance

FieldValueIRS element (for citing)
Total11605Total
Program Services6150ProgramServices
Management And General1497ManagementAndGeneral
Fundraising3958Fundraising

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalManagement And GeneralManagementAndGeneralProgram ServicesProgramServicesFundraisingFundraising
BANK FEES2145121451
CULTIVATION23389164026987
BOOKS - PJ LIBRARY3802438024
SPECIAL EVENTS127861127861

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total92092Total
Program Services56761ProgramServices
Management And General10497ManagementAndGeneral
Fundraising24834Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total3177267Total
Program Services2581427ProgramServices
Management And General179557ManagementAndGeneral
Fundraising416283Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY680264BOY
EOY281900EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY830512BOY
EOY1632184EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY1756897BOY
EOY1427324EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY26405BOY
EOY30545EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

FieldValueIRS element (for citing)
EOY0EOY

Receivables From Disqual Persons ReceivablesFromDisqualPersons

FieldValueIRS element (for citing)
EOY0EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
EOY0EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
EOY0EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY81427BOY
EOY79607EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis333504LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec323934LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY7872BOY
EOY9570EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY2014719BOY
EOY2085588EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY2000BOY
EOY2000EOY

Investments Program Related InvestmentsProgramRelated

FieldValueIRS element (for citing)
EOY0EOY

Intangible Assets IntangibleAssets

FieldValueIRS element (for citing)
EOY0EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY122580BOY
EOY128895EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY5522676BOY
EOY5677613EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY25060BOY
EOY19307EOY

Grants Payable GrantsPayable

FieldValueIRS element (for citing)
BOY1866310BOY
EOY1880067EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY37907BOY
EOY28732EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY1929277BOY
EOY1928106EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY2648784BOY
EOY2796925EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY762440BOY
EOY770407EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY182175BOY
EOY182175EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY3593399BOY
EOY3749507EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY5522676BOY
EOY5677613EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses14856ReconcilationRevenueExpenses
Reconciliation Unrealized Invest141252ReconciliationUnrealizedInvest
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedtrueFSAudited

FS Audited Basis FSAuditedBasis

FieldValueIRS element (for citing)
Financial Statement SeparateXFinancialStatementSeparate
FieldValueIRS element (for citing)
Audit CommitteetrueAuditCommittee
Federal Grant Audit RequiredfalseFederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years3357253CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years3317746CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years3048743CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year2664216CurrentTaxYearMinus1Year
Current Tax Year2920219CurrentTaxYear
Total15308177Total

Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170

FieldValueIRS element (for citing)
Total0Total

Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt

FieldValueIRS element (for citing)
Total0Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years3357253CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years3317746CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years3048743CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year2664216CurrentTaxYearMinus1Year
Current Tax Year2920219CurrentTaxYear
Total15308177Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total2285853AmountsSubstContributorsTotal
Public Support Total17013022324PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years111908CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years86324CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years61254CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year69686CurrentTaxYearMinus1Year
Current Tax Year76279CurrentTaxYear
Total405451Total

Net UBI NetUBI

FieldValueIRS element (for citing)
Total0Total

Other Income170 OtherIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years108521CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years271777CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years445693CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year165726CurrentTaxYearMinus1Year
Current Tax Year290269CurrentTaxYear
Total1281986Total
FieldValueIRS element (for citing)
Total Support16995614TotalSupport
Public Support Pertcentage1700.76620PublicSupportPertcentage170
Public Support Pertcent Prior Year0.76140PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Form4720 Filed4955 TaxfalseForm4720Filed4955Tax
Correction MadefalseCorrectionMade

Total Direct Lobbying TotalDirectLobbying

FieldValueIRS element (for citing)
Filing Organizations Totals24000FilingOrganizationsTotals

Total Lobbying Expenditures TotalLobbyingExpenditures

FieldValueIRS element (for citing)
Filing Organizations Totals24000FilingOrganizationsTotals

Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures

FieldValueIRS element (for citing)
Filing Organizations Totals3177267FilingOrganizationsTotals

Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures

FieldValueIRS element (for citing)
Filing Organizations Totals3201267FilingOrganizationsTotals

Lobbying Nontaxable LobbyingNontaxableAmount

FieldValueIRS element (for citing)
Filing Organizations Totals310063FilingOrganizationsTotals

Grassroots Nontaxable GrassrootsNontaxableAmount

FieldValueIRS element (for citing)
Filing Organizations Totals77516FilingOrganizationsTotals
FieldValueIRS element (for citing)
Form4720 FiledfalseForm4720Filed

Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2

FieldValueIRS element (for citing)
Current Year Minus3333845CurrentYearMinus3
Current Year Minus2336750CurrentYearMinus2
Current Year Minus1309269CurrentYearMinus1
Current Year310063CurrentYear
Total1289927Total
FieldValueIRS element (for citing)
Lobbying Ceiling$1,934,891LobbyingCeilingAmount

Total Lobbying Expenditures2 TotalLobbyingExpenditures2

FieldValueIRS element (for citing)
Current Year Minus324000CurrentYearMinus3
Current Year Minus222000CurrentYearMinus2
Current Year Minus124000CurrentYearMinus1
Current Year24000CurrentYear
Total94000Total

Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2

FieldValueIRS element (for citing)
Current Year Minus383461CurrentYearMinus3
Current Year Minus284188CurrentYearMinus2
Current Year Minus177317CurrentYearMinus1
Current Year77516CurrentYear
Total322482Total
FieldValueIRS element (for citing)
Grassroots Ceiling$483,723GrassrootsCeilingAmount

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Number DA Fs Held2NumberDAFsHeld
Grants Paid From Donor Funds25500GrantsPaidFromDonorFunds
Aggregate DAF Value143777AggregateDAFValue
Disclosed Orgs Legal ControltrueDisclosedOrgsLegalControl
Disclosed For Charitable PurposestrueDisclosedForCharitablePurposes

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance2014719BeginningOfYearBalance
Investment Earnings Or Losses214555InvestmentEarningsOrLosses
Other Expenditures143685OtherExpenditures
End Of Year Balance2085589EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance2118162BeginningOfYearBalance
Contributions54Contributions
Investment Earnings Or Losses33644InvestmentEarningsOrLosses
Other Expenditures137141OtherExpenditures
End Of Year Balance2014719EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance1940237BeginningOfYearBalance
Contributions2050Contributions
Investment Earnings Or Losses366247InvestmentEarningsOrLosses
Other Expenditures190373OtherExpenditures
End Of Year Balance2118161EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

FieldValueIRS element (for citing)
Beginning Of Year Balance1806065BeginningOfYearBalance
Contributions250000Contributions
Investment Earnings Or Losses292345InvestmentEarningsOrLosses
Other Expenditures408173OtherExpenditures
End Of Year Balance1940237EndOfYearBalance

Current Year Minus4 Years CurrentYearMinus4Years

FieldValueIRS element (for citing)
Beginning Of Year Balance2158236BeginningOfYearBalance
Contributions101271Contributions
Investment Earnings Or Losses-330194InvestmentEarningsOrLosses
Other Expenditures123248OtherExpenditures
End Of Year Balance1806065EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance0.57680BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.08740PermanentEndowmentEOYBalance
Term Endowment EOY Balance0.33580TermEndowmentEOYBalance
Endowments Held By Unrelated OrgsfalseEndowmentsHeldByUnrelatedOrgs
Endowments Held By Related OrgsfalseEndowmentsHeldByRelatedOrgs
Are Related Orgs Listed Schedule RfalseAreRelatedOrgsListedScheduleR

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Other Cost Or Other Basis210140OtherCostOrOtherBasis
Depreciation210140Depreciation

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis123364OtherCostOrOtherBasis
Depreciation113794Depreciation
Book Value9570BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings9570TotalOfBookValueLandBuildings

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
DescriptionACCRUED VACATIONDescription
Amount$28,732Amount
FieldValueIRS element (for citing)
Total Of Amounts28732TotalOfAmounts
Tot Revenue Etc Audited Fincl Stmt3286767TotRevenueEtcAuditedFinclStmt
Other Revenues94644OtherRevenues
Revenue Not Rptd F99094644RevenueNotRptdF990
Revenue Subtotal3192123RevenueSubtotal
Total Revenue Per Form9903192123TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt3271911TotExpensesEtcAuditedFinclStmt
Other Expenses Included94644OtherExpensesIncluded
Expenses Not Rptd F99094644ExpensesNotRptdF990
Expenses Subtotal3177267ExpensesSubtotal
Total Expenses Per Form9903177267TotalExpensesPerForm990

Form990 Schedule D Part XIII Form990ScheduleDPartXIII (3 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
Part XII, Line 2dPart XII, Line 2d: Other expenses and losses per audited F/SSPECIAL EVENT COSTS NET AGAINST REVENUE $94644
Part XI, Line 2dPart XI, Line 2d: Other revenue amounts included in F/S but not included on form 990SPECIAL EVENT COSTS NET AGAINST REVENUE $94644
Part V, Line 4Part V, Line 4: Intended uses of the endowment fund.THE FEDERATION'S POLICY IS TO APPROPRIATE ALL INVESTMENT EARNINGS FROM THE PREVIOUS YEAR FOR DISTRIBUTION TO MEET CURRENT NEEDS.

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedtrueGrantRecordsMaintained

Accts Actvs Out US Table AcctsActvsOutUSTable

FieldValueIRS element (for citing)
RegionISRAELRegion
Number Of Offices0NumberOfOffices
Number Of Employees0NumberOfEmployees
Type Of Activities ConductedNONE - GRANTS MADE ONLY FOR GENERAL SUPPORTTypeOfActivitiesConducted
Specific Services ProvidedFOR GENERAL SUPPORTSpecificServicesProvided
Total Expenditures0TotalExpenditures

Grants To Orgs Outside US GrantsToOrgsOutsideUS

FieldValueIRS element (for citing)
RegionISRAELRegion
Purpose Of GrantGENERAL SUPPORTPurposeOfGrant
Amount Of Cash Grant30000AmountOfCashGrant
Manner Of Cash DisbursementCHECKMannerOfCashDisbursement
Description Of Non Cash AssistanceGENERAL SUPPORTDescriptionOfNonCashAssistance
FieldValueIRS element (for citing)
Total Number Of501c3 Orgs1TotalNumberOf501c3Orgs
Transfer To Foreign CorpfalseTransferToForeignCorp
Interest In Foreign TrustfalseInterestInForeignTrust
Own Foreign CorpfalseOwnForeignCorp
Passive Foreign Invest CofalsePassiveForeignInvestCo
Foreign PartnershipfalseForeignPartnership
Boycott CountriesfalseBoycottCountries

Form990 Schedule F Part V Form990ScheduleFPartV

FieldValueIRS element (for citing)
IdentifierGrantmaker's Description of How Grants are Used in Foreign CountryIdentifier
ExplanationTHE FOREIGN RECIPIENT ORGANIZATION IS FRIENDS OF THE JEWSIH FEDERATION OF GREATER PORTLAND. JFGP REQUIRES PERIODIC REPORTS AND PERFORMS PERIODIC SITE VISITS TO MONITOR THE USE OF THE GRANT FUNDS.Explanation

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Agreement Ref FundraisingfalseAgreementRefFundraising

Events Information EventsInformation

FieldValueIRS element (for citing)
Name Of Event1ANNUAL GALANameOfEvent1
Gross Receipts Event128462GrossReceiptsEvent1
Gross Revenue Event128462GrossRevenueEvent1
Other Direct Expenses Event194644OtherDirectExpensesEvent1
Gross Receipts Total28462GrossReceiptsTotal
Gross Revenue Total Events28462GrossRevenueTotalEvents
Other Direct Expenses Total Events94644OtherDirectExpensesTotalEvents
Direct Expense Summary Events94644DirectExpenseSummaryEvents
Net Income Summary-66182NetIncomeSummary

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records MaintainedtrueRecordsMaintained

Recipient Table RecipientTable (18 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientAmount Of Cash GrantAmountOfCashGrantAmount Of Non Cash AssistanceAmountOfNonCashAssistancePurpose Of GrantPurposeOfGrant
THE BIRTHRIGHT ISRAEL FOUND
33 EAST THIRTY THIRD STNEW YORKNY10016134092050123600GENERAL SUPPORT
SHIR TIKVAH
1631 NE BROADWAY 314PORTLANDOR97232010665555237000BENAROYA LEARNING INST., GENERAL
ROBISON JEWISH HEALTH CENTER
6125 SW BOUNDARY STREETPORTLANDOR972219303868522217700GENERAL SUPPORT
PORTLAND KOLLEL
6688 SW CAPITOL HWYPORTLANDOR9721956257147060000GENERAL SUPPORT
PORTLAND JEWISH ACADEMY
6651 SW CAPITAL HWYPORTLANDOR972199305044731956550GENERAL SUPPORT
OREGON JEWISH MUSEUM
1953 NW KEARNEY STREETPORTLANDOR97209943113745290000GENERAL SUPPORT, PROGRAMMING
OREGON JEWISH COMMUNITY FOUND
610 SW BROADWAY SUITE 407PORTLANDOR97205931019725279250CHARITABLE FUND, PROGRAM
OREGON HILLEL
1059 HILYARD STREETEUGENEOR97401530238141520960GENERAL SUPPORT
OR BOARD OF RABBIS
1972 NW FLANDERS STPORTLANDOR97204931290245172500TEEN ISRAEL EXPERIENCE
MITTLEMAN JEWISH COMM CTR
6651 SW CAPITAL HWYPORTLANDOR972199303868504351000MORTGAGE ASST, GEN SUPPORT, PROGRAM
MAIMONIDES JEWISH DAY SCHOOL
6612 SW CAPITOL HWYPORTLANDOR97239470914054110000GENERAL SUPPORT
JEWISH FEDERATIONS OF NORTH AMERICA
25 BROADWAY SUITE 1700NEW YORKNY100041316242403604700OVERSEAS SVCS, OSP,OTHER
JEWISH FAMILY & CHILD SERVICES
1330 SW MORRISON STPORTLANDOR972059303868512746100GENERAL SUPPORT, FOOD BOXES
JEWISH COUNCIL FOR PUBLIC AFF
116 EAST 27TH ST 10TH FLRNEW YORKNY1001613162410472250GENERAL SUPPORT, AGENCY DUES
JEWISH AGENCY FOR ISRAEL
633 THIRD AVE 21ST FLNEW YORKNY1001723725456167090VICTIMS OF TERROR FUND
GREATER PORTLAND HILLEL
PO BOX 1547PORLTANDOR97207800221753453500GENERAL SUPPORT
CHABAD-LUBAVITCH OF OREGON
2317 SW VERMONT STPORTLANDOR97219930862645237000BENAROYA LEARNING INSTITUTE
BNAI BRITH MENS CAMP ASSOCIATIO
9400 SW BEAVERTON HILLSDALEPORTLANDOR97005911842787484000GENERAL SUPPORT, DEVELOPMENT
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants15TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations3TotalNbrOfOtherOrganizations

Form990 Schedule I Part IV Form990ScheduleIPartIV (2 entries)

IdentifierIdentifierExplanationExplanation
Grantmaker's Description of How Grants are UsedFOR OUR ALLOCATION RECIPIENTS WE REQUIRE MONTHLY FINANCIAL STATEMENTS AS WELL AS ANNUAL AUDITED FINANCIAL STATEMENTS. FOR OTHERS, WE REQUIRE SEMI-ANNUAL PROGRESS REPORTS ABOUT THE SPECIFIC PROGRAM WE FUND.
Additional Supplemental InformationJEWISH FEDERATION OF GREATER PORTLAND REPORTS GRANTS ON SCHEDULE I TO THE JEWISH FEDERATIONS OF NORTH AMERICA(JFNA), WHICH IS A 501(C)(3) DOMESTIC U.S. CHARITY. IN ADDITION, JFNA, AND ITS BENEFICIARY AGENCIES, UNITED ISRAEL APPEAL(UIA), A SUBSIDIARY OF JFNA, AND THE AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE(JDC) - BOTH 501(C)(3) ORGANIZATIONS--EACH FILE A SEPARATE FORM 990 AND DETAILED SCHEDULES F.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance PaymentfalseSeverancePayment
Supplemental Nonqual Retire PlanfalseSupplementalNonqualRetirePlan
Equity Based Comp ArrangementfalseEquityBasedCompArrangement
Comp Based On Revenue Of Filing OrgfalseCompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related OrgsfalseCompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing OrgfalseCompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate OrgsfalseCompBasedNetEarningsRelateOrgs
Any Non Fixed PaymentsfalseAnyNonFixedPayments
Initial Contract ExceptionfalseInitialContractException
Rebuttable Presumption ProcedurefalseRebuttablePresumptionProcedure

Form990 Schedule J Part II Form990ScheduleJPartII

FieldValueIRS element (for citing)
Name PersonMARC N BLATTNERNamePerson
TitlePresident & CEOTitle
Base Compensation Filing Org213514BaseCompensationFilingOrg
Nontaxable Benefits Filing Org22780NontaxableBenefitsFilingOrg
Total Compensation Filing Org236294TotalCompensationFilingOrg

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (5 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
Form 990, Part VI, Line 19Form 990, Part VI, Line 19: Other Organization Documents Publicly AvailableGOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE ON REQUEST AT THE FEDERATION OFFICES.
Form 990, Part VI, Line 15bForm 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key EmployeesCOMPENSATION AND BENEFITS ARE DETERMINED BY AN EXECUTIVE COMMITTEE AS PART OF THE EXECUTIVE EMPLOYEE REVIEW PROCESS.
Form 990, Part VI, Line 12cForm 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of ConflictsTHE CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY. MEMBERS OF THE BOARD ARE REQUIRED TO PROVIDE INFORMATION REGARDING CONFLICTS ON AN ANNUAL BASIS.
Form 990, Part VI, Line 11bForm 990, Part VI, Line 11b: Form 990 Review ProcessFORM 990 IS EMAILED TO THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING.
Form 990, Part III, Line 4dForm 990, Part III, Line 4d: Other Program Services DescriptionOTHER PROGRAM SERVICES 4:

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