RALEIGH-CARY JEWISH FEDERATION INC: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
RALEIGH-CARY JEWISH FEDERATION INC (EIN 56-1553301)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-11-14
IRS object ID
201433189349303973
Schema version
2013v3.1
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)
Return2014-11-14T10:59:48-06:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN561627242PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ROMEO WIGGINS & COMPANY LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line18210 CREEDMOOR RD 202AddressLine1
CityRALEIGHCity
StateNCState
ZIP Code27613ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN561553301EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RALEIGH-CARY JEWISH FEDERATION INCBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlRALEBusinessNameControlTxt
Phone9196762200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18210 CREEDMOOR ROADAddressLine1
Address Line2ROOM/SUITE 104AddressLine2
CityRALEIGHCity
StateNCState
ZIP Code27613ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBARRY SCHWARTZPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone9196762200PhoneNum
Signature2014-11-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJ KELLY LANIERPreparerPersonNm
PTINP01240701PTIN
Phone9198705151PhoneNum
Preparation2014-11-13PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1JEWISH FEDERATION OF RALEIGH-CARYBusinessNameLine1
FieldValueIRS element (for citing)
Principal OfficerBARRY SCHWARTZPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line18210 CREEDMOOR ROAD SUITE 104AddressLine1
CityRALEIGHCity
StateNCState
ZIP Code27613ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$2,062,129GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.SHALOMRALEIGH.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1987FormationYr
Legal Domicile StateNCLegalDomicileStateCd
Activity Or MissionTHE ORGANIZATIONS'S PRIMARY EXEMPT PURPOSE IS TO BRING RICHNESS AND VITALITY TO EVERY ASPECT OF JEWISH LIFE IN OUR COMMUNINITY. WE OFFER MANY WAYS TO CONNECT WITH JEWISH LIFE BOTH HERE IN THE RALEIGH AND CARY AREAS AND THROUGHOUT THE WORLD. AS PART OF OUR EFFORTS TO BUILD A STRONG AND VIBRANT COMMUNITY, THE FEDERATION FOCUSES ON ENHANCING COMMUNITY LIFE AND JEWISH EDUCATION, AND SUPPORTING JEWISH FAMILIES AND CAUSES HERE AND AROUND THE GLOBE.ActivityOrMissionDesc
Voting Members Governing Body34VotingMembersGoverningBodyCnt
Voting Members Independent34VotingMembersIndependentCnt
Total Employee54TotalEmployeeCnt
Total Volunteers300TotalVolunteersCnt
Total Gross UBI$20,342TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm-$22,195NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$766,054PYContributionsGrantsAmt
CY Contributions Grants$1,622,452CYContributionsGrantsAmt
PY Program Service Revenue$364,161PYProgramServiceRevenueAmt
CY Program Service Revenue$330,679CYProgramServiceRevenueAmt
PY Investment Income$33,120PYInvestmentIncomeAmt
CY Investment Income$96,220CYInvestmentIncomeAmt
PY Other Revenue$8,203PYOtherRevenueAmt
CY Other Revenue$3,445CYOtherRevenueAmt
PY Total Revenue$1,171,538PYTotalRevenueAmt
CY Total Revenue$2,052,796CYTotalRevenueAmt
PY Grants And Similar Paid$44,787PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$63,436CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$440,702PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$446,040CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$184,588CYTotalFundraisingExpenseAmt
PY Other Expenses$561,294PYOtherExpensesAmt
CY Other Expenses$527,186CYOtherExpensesAmt
PY Total Expenses$1,046,783PYTotalExpensesAmt
CY Total Expenses$1,036,662CYTotalExpensesAmt
PY Revenues Less Expenses$124,755PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,016,134CYRevenuesLessExpensesAmt
Total Assets BOY$3,616,862TotalAssetsBOYAmt
Total Assets EOY$4,912,401TotalAssetsEOYAmt
Total Liabilities BOY$968,790TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,184,986TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,648,072NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$3,727,415NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE ORGANIZATIONS'S PRIMARY EXEMPT PURPOSE IS TO BRING RICHNESS AND VITALITY TO EVERY ASPECT OF JEWISH LIFE IN OUR COMMUNINITY. WE OFFER MANY WAYS TO CONNECT WITH JEWISH LIFE BOTH HERE IN THE RALEIGH AND CARY AREAS AND THROUGHOUT THE WORLD. AS PART OF OUR EFFORTS TO BUILD A STRONG AND VIBRANT COMMUNITY, THE FEDERATION FOCUSES ON ENHANCING COMMUNITY LIFE AND JEWISH EDUCATION, AND SUPPORTING JEWISH FAMILIES AND CAUSES HERE AND AROUND THE GLOBE.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$541,443ExpenseAmt
Revenue$244,443RevenueAmt
DescJEWISH COMMUNITY CENTER: THE SOCIAL, CULTURAL AND PHYSICAL MEETING PLACE SERVING ALL AGES OF JEWISH CITIZENS IN WAKE COUNTY.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$103,651ExpenseAmt
Revenue$2,713RevenueAmt
DescJEWISH FAMILY SERVICES: A COUNSELING AGENCY DESIGNED TO BE AVAILABLE FOR JEWISH INDIVIDUALS AND FAMILIES NEEDING SPECIAL ASSISTANCE.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$56,186ExpenseAmt
Grant$56,186GrantAmt
DescINTERNATIONAL ALLOCATIONS: DISTRIBUTION OF FUNDS TO JEWISH FEDERATION OF NORTH AMERICA FOR ASSISTING JEWISH COMMUNITIES AROUND THE WORLD.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$114,577ExpenseAmt
Grant$7,250GrantAmt
DescCOMMUNICATIONS; JEWISH COMMUNITY RELATIONS COUNCIL AND EDUCATIONAL AND SOCIAL SUPPORT OF JEWISH CHARITIES.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$114,577TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$7,250TotalOtherProgSrvcGrantAmt
Total Program Service Expenses$815,857TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundYes (true)DonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document10IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee54EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members34GoverningBodyVotingMembersCnt
Independent Voting Member34IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonBARRY SCHWARTZPersonNm
Phone9196762200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18210 CREEDMOOR ROAD SUITE 104AddressLine1
CityRALEIGHCity
StateNCState
ZIP Code27613ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (35 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
RABBI EARL COTLAR
TRUSTEE2.00Yes (X)$2,293$0$0
RABBI ARIEL EDERY
TRUSTEE2.00Yes (X)$625$0$0
RABBI LUCY DINNER
TRUSTEE2.00Yes (X)$500$0$0
DOUGLAS KAHN
TRUSTEE2.00Yes (X)$0$0$0
KEITH SATISKY
PAST PRESIDE2.00Yes (X)$0$0$0
MARK GOLDHABER
TRUSTEE2.00Yes (X)$0$0$0
RON BERGEN
TRUSTEE2.00Yes (X)$0$0$0
RANDY DRAWAS
TRUSTEE2.00Yes (X)$0$0$0
ROBERT HUBAL
PRESIDENT2.00Yes (X)$0$0$0
MARK WIENER
1ST VICE PRE2.00Yes (X)$0$0$0
EILEEN SCHWARTZ
TRUSTEE2.00Yes (X)$0$0$0
BRIAN OROL
VP JCF2.00Yes (X)$0$0$0
M ROBERT GOLDWASSER
VP FUNDRAISI2.00Yes (X)$0$0$0
NORMAN HERMAN
TRUSTEE2.00Yes (X)$0$0$0
JAMIE ELIAHU
TRUSTEE2.00Yes (X)$0$0$0
EVA HAMBURGER
TRUSTEE2.00Yes (X)$0$0$0
CAROLE GULD
TRUSTEE2.00Yes (X)$0$0$0
HOWARD SHAREFF
VP JFS2.00Yes (X)$0$0$0
BECKY LEVINE
TRUSTEE2.00Yes (X)$0$0$0
ELIZABETH PORTNOY
TRUSTEE2.00Yes (X)$0$0$0
SETH EFFRON
TRUSTEE2.00Yes (X)$0$0$0
AARON GOLUB
TRUSTEE2.00Yes (X)$0$0$0
JASON SCHNEIDER
TRUSTEE2.00Yes (X)$0$0$0
RABBI ERIC SOLOMON
TRUSTEE2.00Yes (X)$0$0$0
RABBI PINCHAS HERMAN
TRUSTEE2.00Yes (X)$0$0$0
RABBI RAACHEL JUROVICS
TRUSTEE2.00Yes (X)$0$0$0
WILLIAM TRAURIG
TRUSTEE2.00Yes (X)$0$0$0
SHARON CUTLER
VP - JCC2.00Yes (X)$0$0$0
JEFF ZALEON
TRUSTEE2.00Yes (X)$0$0$0
BARNABY COURT
TRUSTEE2.00Yes (X)$0$0$0
BRITTANY FISHMAN PAIS
TRUSTEE2.00Yes (X)$0$0$0
HARVEY SMALHEISER
TRUSTEE2.00Yes (X)$0$0$0
DAVID KOCHMAN
TRUSTEE2.00Yes (X)$0$0$0
BORIS TILLETT
TRUSTEE2.00Yes (X)$0$0$0
BARRY SCHWARTZ
EXECUTIVE DI50.00$75,983$0$13,373Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$79,401TotalReportableCompFromOrgAmt
Total Other Compensation$13,373TotalOtherCompensationAmt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$1,622,452AllOtherContributionsAmt
Total Contributions$1,622,452TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtBusinessBusinessCdUnrelated Business RevenueUnrelatedBusinessRevenueAmt
JEWISH COMMUNITY CENTER$244,443$244,443
MEMBERSHIP DUES$63,181$63,181
ADVERTISING$20,342900004$20,342
JEWISH FAMILY SERVICES$2,713$2,713
FieldValueIRS element (for citing)
Total Program Service Revenue$330,679TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$96,220TotalRevenueColumnAmt
Exclusion$96,220ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$12,778FundraisingGrossIncomeAmt
Fundraising Direct Expenses$9,333FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,445TotalRevenueColumnAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,052,796TotalRevenueColumnAmt
Related Or Exempt Func Income$310,337RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$20,342UnrelatedBusinessRevenueAmt
Exclusion$96,220ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$63,436TotalAmt
Program Services$63,436ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$75,983TotalAmt
Program Services$41,791ProgramServicesAmt
Management And General$11,397ManagementAndGeneralAmt
Fundraising$22,795FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$302,867TotalAmt
Program Services$241,375ProgramServicesAmt
Management And General$4,873ManagementAndGeneralAmt
Fundraising$56,619FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$6,112TotalAmt
Program Services$3,697ProgramServicesAmt
Management And General$456ManagementAndGeneralAmt
Fundraising$1,959FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$32,095TotalAmt
Program Services$19,414ProgramServicesAmt
Management And General$2,396ManagementAndGeneralAmt
Fundraising$10,285FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$28,983TotalAmt
Program Services$21,663ProgramServicesAmt
Management And General$1,245ManagementAndGeneralAmt
Fundraising$6,075FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$12,879TotalAmt
Program Services$7,462ProgramServicesAmt
Management And General$2,406ManagementAndGeneralAmt
Fundraising$3,011FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$122,495TotalAmt
Program Services$111,061ProgramServicesAmt
Management And General$637ManagementAndGeneralAmt
Fundraising$10,797FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$85,545TotalAmt
Program Services$63,288ProgramServicesAmt
Management And General$1,537ManagementAndGeneralAmt
Fundraising$20,720FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$59,915TotalAmt
Program Services$50,840ProgramServicesAmt
Management And General$4,031ManagementAndGeneralAmt
Fundraising$5,044FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$29,027TotalAmt
Program Services$25,780ProgramServicesAmt
Management And General$357ManagementAndGeneralAmt
Fundraising$2,890FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$9,386TotalAmt
Program Services$9,236ProgramServicesAmt
Management And General$66ManagementAndGeneralAmt
Fundraising$84FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$56,980TotalAmt
Program Services$55,100ProgramServicesAmt
Management And General$835ManagementAndGeneralAmt
Fundraising$1,045FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$24,716TotalAmt
Program Services$15,391ProgramServicesAmt
Management And General$4,142ManagementAndGeneralAmt
Fundraising$5,183FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
PROGRAM EXPENSES$71,779$70,403$82$1,294
UNCOLLECTIBLE PLEDGES$33,589$33,589
MERCHANT FEES$9,468$7,049$695$1,724
FEES/ORGANIZATION DUES$7,993$6,363$692$938

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$3,414TotalAmt
Program Services$2,508ProgramServicesAmt
Management And General$370ManagementAndGeneralAmt
Fundraising$536FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,036,662TotalAmt
Program Services$815,857ProgramServicesAmt
Management And General$36,217ManagementAndGeneralAmt
Fundraising$184,588FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$126,057BOYAmt
EOY$277,297EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$12,175BOYAmt
EOY$12,182EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$56,436BOYAmt
EOY$848,869EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$11,559BOYAmt
EOY$21,218EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$2,560,043LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$729,871LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,872,696BOYAmt
EOY$1,830,172EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$1,475,779BOYAmt
EOY$1,848,110EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$62,160BOYAmt
EOY$74,553EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$3,616,862BOYAmt
EOY$4,912,401EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$45,141BOYAmt
EOY$47,931EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$98,790BOYAmt
EOY$149,806EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$246,716BOYAmt
EOY$227,268EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$578,143BOYAmt
EOY$759,981EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$968,790BOYAmt
EOY$1,184,986EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,084,540BOYAmt
EOY$2,068,510EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$217,431BOYAmt
EOY$1,193,274EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$346,101BOYAmt
EOY$465,631EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,648,072BOYAmt
EOY$3,727,415EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,616,862BOYAmt
EOY$4,912,401EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$1,016,134ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$63,209NetUnrlzdGainsLossesInvstAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

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$570,510CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$656,289CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$547,794CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$766,054CurrentTaxYearMinus1YearAmt
Current Tax Year$1,622,452CurrentTaxYearAmt
Total$4,163,099TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$570,510CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$656,289CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$547,794CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$766,054CurrentTaxYearMinus1YearAmt
Current Tax Year$1,622,452CurrentTaxYearAmt
Total$4,163,099TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$841,810SubstantialContributorsTotAmt
Public Support Total170$3,321,289PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$17,290CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$19,259CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$23,000CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$33,120CurrentTaxYearMinus1YearAmt
Current Tax Year$96,220CurrentTaxYearAmt
Total$188,889TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$70,081CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$39,490CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$34,438CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$32,543CurrentTaxYearMinus1YearAmt
Current Tax Year$20,342CurrentTaxYearAmt
Total$196,894TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$16,958CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,382CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$8,203CurrentTaxYearMinus1YearAmt
Current Tax Year$3,445CurrentTaxYearAmt
Total$33,988TotalAmt
FieldValueIRS element (for citing)
Total Support$4,582,870TotalSupportAmt
Gross Receipts Rltd Activities$1,862,048GrossReceiptsRltdActivitiesAmt
Public Support CY1700.72470PublicSupportCY170Pct
Public Support PY1700.83870PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part IV Form990ScheduleAPartIVGrp

FieldValueIRS element (for citing)
Form And Line ReferencePART II, LINE 10FormAndLineReferenceDesc
ExplanationFUNDRAISING EVENTS 33,988ExplanationTxt

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

FieldValueIRS element (for citing)
Donor Advised Funds Held9DonorAdvisedFundsHeldCnt
Funds And Other Accounts Held16FundsAndOtherAccountsHeldCnt
Funds And Other Accounts Contri$233,810FundsAndOtherAccountsContriAmt
Donor Advised Funds Grants$20,272DonorAdvisedFundsGrantsAmt
Funds And Other Accounts Grants$86,194FundsAndOtherAccountsGrantsAmt
Donor Advised Funds Vl EOY$328,513DonorAdvisedFundsVlEOYAmt
Funds And Other Accounts Vl EOY$1,514,692FundsAndOtherAccountsVlEOYAmt
Disclosed Org Leg CtrlYes (true)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (true)DisclosedForCharitablePrpsInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$358,796BeginningYearBalanceAmt
Contributions$107,765ContributionsAmt
Investment Earnings Or Losses$62,164InvestmentEarningsOrLossesAmt
Other Expenditures$23,000OtherExpendituresAmt
End Year Balance$505,725EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$138,380BeginningYearBalanceAmt
Contributions$200,610ContributionsAmt
Investment Earnings Or Losses$19,806InvestmentEarningsOrLossesAmt
End Year Balance$358,796EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$141,763BeginningYearBalanceAmt
Contributions$910ContributionsAmt
Investment Earnings Or Losses-$4,293InvestmentEarningsOrLossesAmt
End Year Balance$138,380EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$102,666BeginningYearBalanceAmt
Contributions$26,180ContributionsAmt
Investment Earnings Or Losses$12,917InvestmentEarningsOrLossesAmt
End Year Balance$141,763EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$86,616BeginningYearBalanceAmt
Investment Earnings Or Losses$16,050InvestmentEarningsOrLossesAmt
End Year Balance$102,666EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY0.83000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.17000TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (true)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,019,824OtherCostOrOtherBasisAmt
Book Value$1,019,824BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,158,619OtherCostOrOtherBasisAmt
Depreciation$530,295DepreciationAmt
Book Value$628,324BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$273,424OtherCostOrOtherBasisAmt
Depreciation$103,669DepreciationAmt
Book Value$169,755BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$74,862OtherCostOrOtherBasisAmt
Depreciation$65,305DepreciationAmt
Book Value$9,557BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$33,314OtherCostOrOtherBasisAmt
Depreciation$30,602DepreciationAmt
Book Value$2,712BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,830,172TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescINVESTMENTSDesc
Book Value$1,848,110BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$1,848,110TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
INVESTMENT HELD UNDER AGENCY$758,989
CAPITAL LEASE PAYABLE$992
FieldValueIRS element (for citing)
Total Liability$759,981TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$2,125,338TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$63,209NetUnrealizedGainsInvstAmt
Other Revenue$9,333OtherRevenueAmt
Revenue Not Reported$72,542RevenueNotReportedAmt
Revenue Subtotal$2,052,796RevenueSubtotalAmt
Total Revenue Per Form990$2,052,796TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,045,995TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$9,333OtherExpensesIncludedAmt
Expenses Not Reported$9,333ExpensesNotReportedAmt
Expenses Subtotal$1,036,662ExpensesSubtotalAmt
Total Expenses Per Form990$1,036,662TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE D, PAGE 4, PART XI, LINE 2DFUNDRAISING EXPENSES 9,333
SCHEDULE D, PAGE 4, PART XII, LINE 2DFUNDRAISING EXPENSES 9,333

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1JEWISH FEDERATION OF NORTH AMERICABusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line125 BROADWAY SUITE 1700AddressLine1
CityNEW YORKCity
StateNYState
ZIP Code100041010ZIPCode
FieldValueIRS element (for citing)
Recipient EIN131624240RecipientEIN
IRC Section501(C)IRCSectionDesc
Cash Grant$56,186CashGrantAmt
Purpose Of GrantNATIONAL SUPPORTPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org2Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE I, PAGE 1, PART I, LINE 2FormAndLineReferenceDesc
ExplanationPRIOR TO ISSUING GRANT FUNDS, WE REVIEW THE PROPOSED BUDGET AS TO WHERE THE FUNDS WILL BE ALLOCATED. FOR THE JFNA GRANT, AFTER THE FUNDS HAVE BEEN RELEASED, AN ANNUAL REPORT IS THEN ISSUED AND A SUBSEQUENT REVIEW TO CONFIRM PROPER ALLOCATION IS THEN COMPLETED.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990 - ORGANIZATION'S MISSIONTHE ORGANIZATIONS'S PRIMARY EXEMPT PURPOSE IS TO BRING RICHNESS AND VITALITY TO EVERY ASPECT OF JEWISH LIFE IN OUR COMMUNINITY. WE OFFER MANY WAYS TO CONNECT WITH JEWISH LIFE BOTH HERE IN THE RALEIGH AND CARY AREAS AND THROUGHOUT THE WORLD. AS PART OF OUR EFFORTS TO BUILD A STRONG AND VIBRANT COMMUNITY, THE FEDERATION FOCUSES ON ENHANCING COMMUNITY LIFE AND JEWISH EDUCATION, AND SUPPORTING JEWISH FAMILIES AND CAUSES HERE AND AROUND THE GLOBE.
FORM 990, PAGE 2, PART III, LINE 4DCOMMUNICATIONS; JEWISH COMMUNITY RELATIONS COUNCIL AND EDUCATIONAL AND SOCIAL SUPPORT OF JEWISH CHARITIES.
FORM 990, PAGE 6, PART VI, LINE 11BTHE EXECUTIVE DIRECTOR AND DIRECTOR OF FINANCE REVIEW TAX RETURNS PRIOR TO SUBMISSION.
FORM 990, PAGE 6, PART VI, LINE 12CANNUAL REVIEW IS COMPLETED BY DEDICATED INDIVIDUAL TO MONITOR AND ENFORCE COMPLIANCE WITH THIS POLICY.
FORM 990, PAGE 6, PART VI, LINE 15ATHE EXECUTIVE COMMITTEE OF THE BOARD REVIEWS THE GOALS, ACHIEVEMENTS, AND COMPENSATION OF THE EXECUTIVE DIRECTOR ALONG WITH THE BUDGET/FINANCE COMMITTEE.
FORM 990, PAGE 6, PART VI, LINE 15BTHE EXECUTIVE DIRECTOR AND BUDGET COMMITTEE REVIEW ALL SALARIES PRIOR TO THE APPROVAL BY THE BOARD.
FORM 990, PAGE 6, PART VI, LINE 19ANNUAL REPORT IS AVAILABLE ONLINE AND 990 FORM IS AVAILABLE UPON REQUEST.
FORM 990, PART IX, LINE 11GSUBCONTRACTORS 110,136 637 10,797 SPEAKERS 125 0 0 ARCHITECTS 800 0 0
FORM 990, PART XI, LINE 9FUNDRAISING EXPENSES 9,333 FUNDRAISING EXPENSES -9,333

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