JEWISH FEDERATION OF SOUTH PALM BEACH COUNTY INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- JEWISH FEDERATION OF SOUTH PALM BEACH COUNTY INC (EIN 59-1945109)
- Tax period
- 2012-09-01 to 2013-08-31
- Filed
- 2014-07-01
- IRS object ID
- 201441829349300854
- Schema version
- 2012v2.1
- 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
- Form 990
- Schedule A
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-07-01T15:43:07-05:00 | Timestamp |
| Tax Period End Date | 2013-08-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341900735 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ MHM LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1675 N MILITARY TRAIL FIFTH FLOOR | AddressLine1 |
| City | BOCA RATON | City |
| State | FL | State |
| ZIP Code | 33486 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-09-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 591945109 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWISH FEDERATION OF SOUTH PALM BEACH COUNTY INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JEWI | NameControl |
| Phone | 5618523100 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9901 DONNA KLEIN BLVD | AddressLine1 |
| City | BOCA RATON | City |
| State | FL | State |
| ZIP Code | 33428 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MEL LOWELL | Name |
| Title | CHIEF OPERATING OFFICER | Title |
| Phone | 5618523100 | Phone |
| Date Signed | 2014-06-24 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GERALD R LEWIN | Name |
| PTIN | P01266202 | PTIN |
| Phone | 5619945050 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MEL LOWELL | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9901 DONNA KLEIN BLVD | AddressLine1 |
| City | BOCA RATON | City |
| State | FL | State |
| ZIP Code | 33428 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 21628430 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.JEWISHBOCA.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1979 | YearFormation |
| State Legal Domicile | FL | StateLegalDomicile |
| Activity Or Mission Description | TO FURTHER THE WELFARE OF THE JEWISH COMMUNITY IN SOUTH PALM BEACH COUNTY AND ELSEWHERE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 81 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 78 | NbrIndependentVotingMembers |
| Total Nbr Employees | 100 | TotalNbrEmployees |
| Total Nbr Volunteers | 90 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 19834960 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 16460266 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 875440 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 1074625 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1604031 | InvestmentIncomePriorYear |
| Investment Income Current Year | 3016204 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1281518 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1077335 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 23595949 | TotalRevenuePriorYear |
| Total Revenue Current Year | 21628430 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 19249144 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 7242045 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1529702 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 8212088 | OtherExpensePriorYear |
| Other Expenses Current Year | 8997774 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 27461232 | TotalExpensesPriorYear |
| Total Expenses Current Year | 16239819 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -3865283 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 5388611 | RevenuesLessExpensesCY |
| Total Assets BOY | 100393600 | TotalAssetsBOY |
| Total Assets EOY | 112953816 | TotalAssetsEOY |
| Total Liabilities BOY | 43314253 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 47794610 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 57079347 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 65159206 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO SUSTAIN THE JEWISH COMMUNITY LOCALLY AND WORLDWIDE, AND CREATE A JEWISH FUTURE AND SUPPORT JEWISH PEOPLE WORLDWIDE. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1786097 | Expense |
| Grants | 1786097 | Grants |
| Revenue | 0 | Revenue |
| Description | JEWISH FEDERATIONS OF NORTH AMERICA - SUPPORTS VARIOUS LOCAL REGIONAL NATIONAL AND OVERSEAS RECIPIENTS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 3047160 | Expense |
| Grants | 3047160 | Grants |
| Revenue | 3350 | Revenue |
| Description | ALLOCATIONS TO COMMUNITY PARTNERSHIP ENTITIES AND AFFILIATES. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1632828 | Expense |
| Grants | 1632828 | Grants |
| Revenue | 0 | Revenue |
| Description | GRANTS AND ALLOCATIONS TO OTHER LOCAL AND NON-LOCAL NOT-FOR-PROFIT BENEFICIARIES. | Description |
Activity Other ActivityOther (2 entries)
| ExpenseExpense | RevenueRevenue | DescriptionDescription | GrantsGrants |
|---|---|---|---|
| 6488680 | 2148610 | VARIOUS PROGRAMS TO FURTHER THE WELFARE OF THE LOCAL AND NON-LOCAL JEWISH COMMUNITY. | |
| 775960 | 0 | GRANTS AND ALLOCATIONS TO OTHER NOT-FOR-PROFIT BENEFICIARIES. | 775960 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 7264640 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 775960 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 2148610 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 13730725 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 1 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 1 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 1 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 72 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 100 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 1 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 81 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 78 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | MEL LOWELL COO | NamePerson |
| Telephone Number | 5618523100 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9901 DONNA KLEIN BLVD | AddressLine1 |
| City | BOCA RATON | City |
| State | FL | State |
| ZIP Code | 33428 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (81 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| LAWRENCE D ALTSCHUL | |||||||
| PAST CHAIR | 0.00 | X | 0 | 0 | 0 | ||
| MICHAEL BECKERMAN | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| LAURENCE BLAIR | |||||||
| PRESIDENT, RRJFS | 1.00 | X | 0 | 0 | 0 | ||
| MARIANNE BOBICK | |||||||
| PAST CHAIR | 0.00 | X | 0 | 0 | 0 | ||
| DANA CHARLES-KODNER | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| HELEN COHAN | |||||||
| BOARD MEMBER | 5.00 | X | 0 | 0 | 0 | ||
| JILL DEUTCH | |||||||
| BOARD MEMBER | 5.00 | X | 0 | 0 | 0 | ||
| BRYAN DROWOS | |||||||
| CHAIR, YOUNG ADULT DIVISON | 5.00 | X | 0 | 0 | 0 | ||
| RABBI DAVID ENGLANDER | |||||||
| BOARD MEMBER | 5.00 | X | 0 | 0 | 0 | ||
| BARBARA FEINGOLD | |||||||
| BOARD MEMBER | 5.00 | X | 0 | 0 | 0 | ||
| DALE FILHABER | |||||||
| BOARD MEMBER | 5.00 | X | 0 | 0 | 0 | ||
| WES FINCH | |||||||
| VICE CHAIR | 10.00 | X | 0 | 0 | 0 | ||
| DAVID GALPERN | |||||||
| BOARD MEMBER | 5.00 | X | 0 | 0 | 0 | ||
| LOUISE GALPERN | |||||||
| BOARD MEMBER | 5.00 | X | 0 | 0 | 0 | ||
| RANI GARFINKLE | |||||||
| BOARD MEMBER | 5.00 | X | 0 | 0 | 0 | ||
| HERBERT GIMELSTOB | |||||||
| PAST CHAIR | 0.00 | X | 0 | 0 | 0 | ||
| ARTHUR GOLDBERG | |||||||
| ASST. TREASURER | 5.00 | X | 0 | 0 | 0 | ||
| RABBI EFREM GOLDBERG | |||||||
| BOARD MEMBER | 5.00 | X | 0 | 0 | 0 | ||
| GLEN GOLISH | |||||||
| BOARD MEMBER | 5.00 | X | 0 | 0 | 0 | ||
| ALBERT GORTZ | |||||||
| SECRETARY | 5.00 | X | 0 | 0 | 0 | ||
| EMILY GRABELSKY | |||||||
| CHAIR, WOMEN'S PHILANTHROP | 10.00 | X | 0 | 0 | 0 | ||
| GAIL GREENSPOON | |||||||
| BOARD MEMBER | 5.00 | X | 0 | 0 | 0 | ||
| ERIC GUTMANN | |||||||
| PRESIDENT, JCC | 5.00 | X | 0 | 0 | 0 | ||
| DEBRA HALPERIN | |||||||
| ASST. SECRETARY | 15.00 | X | 0 | 0 | 0 | ||
| STEWART G HARRIS | |||||||
| PAST CHAIR | 0.00 | X | 0 | 0 | 0 | ||
| JEFFREY HARRIS | |||||||
| BOARD MEMBER | 5.00 | X | 0 | 0 | 0 | ||
| ADELE HAST | |||||||
| BOARD MEMBER | 5.00 | X | 0 | 0 | 0 | ||
| SHELLY PECHTER HIMMELRICH | |||||||
| BOARD MEMBER | 5.00 | X | 0 | 0 | 0 | ||
| ANNE JACOBSON | |||||||
| VICE CHAIR, FRD | 15.00 | X | 0 | 0 | 0 | ||
| BETTY KANE | |||||||
| IOC CHAIR | 15.00 | X | 0 | 0 | 0 | ||
| TOM KAPLAN | |||||||
| BOARD MEMBER | 15.00 | X | 0 | 0 | 0 | ||
| STEWART KASEN | |||||||
| TREASURER | 5.00 | X | 0 | 0 | 0 | ||
| DAVID KIRSCHNER | |||||||
| BOARD MEMBER | 5.00 | X | 0 | 0 | 0 | ||
| ELLIOT S KOOLIK | |||||||
| BOARD MEMBER | 5.00 | X | 0 | 0 | 0 | ||
| ELYSSA KUPFERBERG | |||||||
| BOARD MEMBER | 10.00 | X | 0 | 0 | 0 | ||
| GAIL RUBIN KWAL | |||||||
| BOARD MEMBER | 5.00 | X | 0 | 0 | 0 | ||
| APRIL E LEAVY | |||||||
| BOARD MEMBER | 5.00 | X | 0 | 0 | 0 | ||
| MURRAY LEIPZIG | |||||||
| BOARD MEMBER | 5.00 | X | 0 | 0 | 0 | ||
| RABBI DAN LEVIN | |||||||
| BOARD MEMBER | 5.00 | X | 0 | 0 | 0 | ||
| MICHAEL LIPTON | |||||||
| BOARD MEMBER | 5.00 | X | 0 | 0 | 0 | ||
| ROXANE FRECHIE LIPTON | |||||||
| BOARD MEMBER | 10.00 | X | 0 | 0 | 0 | ||
| ROBERT MARTON | |||||||
| BOARD MEMBER | 5.00 | X | 0 | 0 | 0 | ||
| STEPHEN MENDELSOHN | |||||||
| VICE CHAIR, PLANNING & ALL | 10.00 | X | 0 | 0 | 0 | ||
| JOSEPH MISHKIN | |||||||
| VICE CHAIR, CAMPAIGN | 15.00 | X | 0 | 0 | 0 | ||
| JEFFREY NEWMAN | |||||||
| BOARD MEMBER | 10.00 | X | 0 | 0 | 0 | ||
| CINDY ORBACH NIMHAUSER | |||||||
| PAST CHAIR | 5.00 | X | 0 | 0 | 0 | ||
| JAMES H NOBIL | |||||||
| PAST CHAIR | 5.00 | X | 0 | 0 | 0 | ||
| STEPHANIE OWITZ | |||||||
| BOARD MEMBER | 5.00 | X | 0 | 0 | 0 | ||
| BARRY PODOLSKY | |||||||
| BOARD MEMBER | 10.00 | X | 0 | 0 | 0 | ||
| DAVID PRATT | |||||||
| VICE CHAIR, JCF | 10.00 | X | 0 | 0 | 0 | ||
| WENDY PRESSNER | |||||||
| VICE CHAIR, CAMPAIGN, WOME | 10.00 | X | 0 | 0 | 0 | ||
| SUSAN RAHN | |||||||
| BOARD MEMBER | 10.00 | X | 0 | 0 | 0 | ||
| ANDREW S ROBINS ESQ | |||||||
| PAST CHAIR | 5.00 | X | 0 | 0 | 0 | ||
| JILL ROSE | |||||||
| BOARD MEMBER | 5.00 | X | 0 | 0 | 0 | ||
| MICHAEL ROSE | |||||||
| BOARD MEMBER | 5.00 | X | 0 | 0 | 0 | ||
| AMY ROSS | |||||||
| BOARD MEMBER | 5.00 | X | 0 | 0 | 0 | ||
| ROBIN RUBIN | |||||||
| BOARD MEMBER | 5.00 | X | 0 | 0 | 0 | ||
| ELLEN R SARNOFF | |||||||
| CHAIR | 25.00 | X | 0 | 0 | 0 | ||
| BURT SATZBERG | |||||||
| BOARD MEMBER | 5.00 | X | 0 | 0 | 0 | ||
| MARK SCHAUM | |||||||
| BOARD MEMBER | 5.00 | X | 0 | 0 | 0 | ||
| DR DAVID SCHIMEL | |||||||
| BOARD MEMBER | 5.00 | X | 0 | 0 | 0 | ||
| JANET SHERR | |||||||
| BOARD MEMBER | 5.00 | X | 0 | 0 | 0 | ||
| RON SIEGEL ESQ | |||||||
| JARC PRESIDENT | 5.00 | X | 0 | 0 | 0 | ||
| JOSEPH SITRICK | |||||||
| BOARD MEMBER | 5.00 | X | 0 | 0 | 0 | ||
| CAROL SMOKLER | |||||||
| VICE CHAIR | 10.00 | X | 0 | 0 | 0 | ||
| ALLAN B SOLOMON | |||||||
| PAST CHAIR | 5.00 | X | 0 | 0 | 0 | ||
| GADI SOUED | |||||||
| BOARD MEMBER | 5.00 | X | 0 | 0 | 0 | ||
| RABBI DAVID STEINHARDT | |||||||
| RABBI DIRECTOR, JCRC CHAIR | 5.00 | X | 0 | 0 | 0 | ||
| TED STRUHL | |||||||
| BOARD MEMBER | 5.00 | X | 0 | 0 | 0 | ||
| JAY WEINBERG | |||||||
| BOARD MEMBER | 5.00 | X | 0 | 0 | 0 | ||
| MICHAEL J WEINBERG | |||||||
| BOARD MEMBER | 5.00 | X | 0 | 0 | 0 | ||
| DOROTHY MEYERS WIZER | |||||||
| BOARD MEMBER | 10.00 | X | 0 | 0 | 0 | ||
| LESLEY ZAFRAN | |||||||
| PRESIDENT, DKJA | 10.00 | X | 0 | 0 | 0 | ||
| MARVIN ZALE | |||||||
| PAST CHAIR | 0.00 | X | 0 | 0 | 0 | ||
| ETTA GROSS ZIMMERMAN | |||||||
| PAST CHAIR | 10.00 | X | 0 | 0 | 0 | ||
| RAYMOND ZIMMERMAN | |||||||
| BOARD MEMBER | 10.00 | X | 0 | 0 | 0 | ||
| MATTHEW LEVIN | |||||||
| CEO | 40.00 | 160508 | 0 | 24008 | X | ||
| MEL LOWELL | |||||||
| COO | 40.00 | 251227 | 251227 | 13042 | X | ||
| MARLA EGERS | |||||||
| EXECUTIVE VP, FRD | 40.00 | 233082 | 0 | 12706 | X | ||
| ANDREW ROSE | |||||||
| SR. VP, COMMUNICATIONS | 40.00 | 157338 | 0 | 9130 | X | ||
| LAURIE SEMO | |||||||
| VP, FINANCE | 40.00 | 153272 | 0 | 10072 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 955427 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 251227 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 68958 | TotalOtherCompensation |
| Number Individuals GT100 K | 5 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| SAGEVIEW CONSULTING | |||||
| 11 PENN PLAZA 5TH FLOOR | NEW YORK | NY | 10001 | HUMAN RESOURCES / BENEFITS CONSULTANTS | 339313 |
| CBIZ MHM LLC | |||||
| 1675 N MILITARY TRAIL 5TH FLOOR | BOCA RATON | FL | 33486 | AUDIT / ACCOUNTING / TAX CONSULTING SERV | 105300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| All Other Contributions | 16460266 | AllOtherContributions |
| Total Contributions | 16460266 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| JEWISH EDUCATION COMM | 624100 | 813702 | 813702 |
| JEWISH COMMUNITY FDN. | 624100 | 177969 | 177969 |
| GENERAL FUND SERVICES | 624100 | 82954 | 82954 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 1074625 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 626946 | TotalRevenueColumn |
| Exclusion | $626,946 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2389258 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 0 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2389258 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2389258 | TotalRevenueColumn |
| Exclusion | $2,389,258 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| MISCELLANEOUS INCOME | 624100 | 970523 | 970523 |
| ADVERTISING INCOME | 624100 | 84086 | 84086 |
| RAFFLE INCOME | 624100 | 22726 | 22726 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 1077335 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 21628430 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2151960 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $3,016,204 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7242045 | Total |
| Program Services | 7242045 | ProgramServices |
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SEE SCHEDULE ATTACHED | Description |
| Total | 8997774 | Total |
| Program Services | 6488680 | ProgramServices |
| Management And General | 979392 | ManagementAndGeneral |
| Fundraising | 1529702 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16239819 | Total |
| Program Services | 13730725 | ProgramServices |
| Management And General | 979392 | ManagementAndGeneral |
| Fundraising | 1529702 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3898515 | BOY |
| EOY | 6326557 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4478368 | BOY |
| EOY | 4191917 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 146296 | BOY |
| EOY | 321133 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 152747 | BOY |
| EOY | 1189366 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 60012598 | BOY |
| EOY | 64479139 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31705076 | BOY |
| EOY | 36445704 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 100393600 | BOY |
| EOY | 112953816 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2220147 | BOY |
| EOY | 3490765 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4715555 | BOY |
| EOY | 4820793 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 139169 | BOY |
| EOY | 665147 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36239382 | BOY |
| EOY | 38817905 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43314253 | BOY |
| EOY | 47794610 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37133308 | BOY |
| EOY | 44417619 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10645385 | BOY |
| EOY | 11899806 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9300654 | BOY |
| EOY | 8841781 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 57079347 | BOY |
| EOY | 65159206 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 100393600 | BOY |
| EOY | 112953816 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 5388611 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 1799019 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 892229 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 16984369 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 15852717 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 21774571 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 19834960 | CurrentTaxYearMinus1Year |
| Current Tax Year | 16460266 | CurrentTaxYear |
| Total | 90906883 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 16984369 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 15852717 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 21774571 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 19834960 | CurrentTaxYearMinus1Year |
| Current Tax Year | 16460266 | CurrentTaxYear |
| Total | 90906883 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 90906883 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 604536 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 451533 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 492932 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 534983 | CurrentTaxYearMinus1Year |
| Current Tax Year | 626946 | CurrentTaxYear |
| Total | 2710930 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 437532 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 385612 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 774158 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1281518 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1077335 | CurrentTaxYear |
| Total | 3956155 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 97573968 | TotalSupport |
| Gross Receipts From Admissions Etc | 4629742 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.93170 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.93820 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 215 | NumberDAFsHeld |
| Donor Advised Contributions | 2819286 | DonorAdvisedContributions |
| Grants Paid From Donor Funds | -1896920 | GrantsPaidFromDonorFunds |
| Aggregate DAF Value | 14550242 | AggregateDAFValue |
| Disclosed Orgs Legal Control | 1 | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | 1 | DisclosedForCharitablePurposes |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 42663040 | BeginningOfYearBalance |
| Contributions | 3973112 | Contributions |
| Investment Earnings Or Losses | 4690262 | InvestmentEarningsOrLosses |
| Other Expenditures | 3918781 | OtherExpenditures |
| End Of Year Balance | 47407633 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 50353791 | BeginningOfYearBalance |
| Contributions | 7870337 | Contributions |
| Investment Earnings Or Losses | 326395 | InvestmentEarningsOrLosses |
| Other Expenditures | 15887483 | OtherExpenditures |
| End Of Year Balance | 42663040 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 39471905 | BeginningOfYearBalance |
| Contributions | 8843631 | Contributions |
| Investment Earnings Or Losses | 5242356 | InvestmentEarningsOrLosses |
| Other Expenditures | 3204101 | OtherExpenditures |
| End Of Year Balance | 50353791 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 37946978 | BeginningOfYearBalance |
| Contributions | 3522762 | Contributions |
| Investment Earnings Or Losses | -121801 | InvestmentEarningsOrLosses |
| Other Expenditures | 1876034 | OtherExpenditures |
| End Of Year Balance | 39471905 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 38885067 | BeginningOfYearBalance |
| Contributions | 3231714 | Contributions |
| Investment Earnings Or Losses | -443921 | InvestmentEarningsOrLosses |
| Other Expenditures | 10548970 | OtherExpenditures |
| End Of Year Balance | 31123890 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.47410 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.18650 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.33940 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (8 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| ALTERNATIVE INVESTMENTS | 620607 | F |
| CERTIFICATES OF DEPOSIT | 1556915 | F |
| CORPORATE BONDS | 1894437 | F |
| EQUITIES | 3437633 | F |
| ISRAEL BONDS | 3022512 | F |
| JFMC INVESTMENT PORTFOLIO | 49100707 | F |
| MONEY MARKET FUNDS | 2698144 | F |
| MUTUAL FUNDS | 2148184 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 64479139 | TotalOfBookValueSecurities |
Other Assets OtherAssets (5 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| DUE FROM FTS | 324949 |
| DUE FROM FACILITIES | 20959907 |
| BOND ANTICIPATION NOTES RECEIVABLE | 2346073 |
| DUE FROM CCRC OPERATIONS CORP | 10142271 |
| PRE-DEVELOPMENT COSTS - SINAI RESIDENCES | 2672504 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 36445704 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (9 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| LIABILITY UNDER UNITRUST AGREEMENTS | $3,389,246 |
| CAPITALIZED LEASE OBLIGATIONS | $9,374 |
| DUE TO COMMUNITY PARTNERSHIP ENTITIES | $12,246,869 |
| BOND PAYABLE | $5,855,000 |
| DUE TO OTHER ENTITIES | $3,829,302 |
| REVOLVING LOAN PAYABLE | $326,229 |
| BOND ANTICIPATION NOTES PAYABLE | $12,350,000 |
| INTEREST RATE SWAP LIABILITY | $811,685 |
| RESERVATION DEPOSITS | $200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 38817905 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 26720381 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1799019 | NetUnrealizedGainsInvestments |
| Other Revenues | 3292932 | OtherRevenues |
| Revenue Not Rptd F990 | 5091951 | RevenueNotRptdF990 |
| Revenue Subtotal | 21628430 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 21628430 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 21448220 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 5208401 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 5208401 | ExpensesNotRptdF990 |
| Expenses Subtotal | 16239819 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 16239819 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE ENDOWMENT FUNDS ARE USED TO ACHIEVE THE ORGANIZATION'S EXEMPT PURPOSE. PLEASE NOTE THAT SINCE THE AUDITED FINANCIALS COMBINE THE DONOR ADVISED FUND BALANCES AND THE ENDOWMENT FUND BALANCES, THE COMBINED TOTALS OF THESE AMOUNTS ARE BEING INCLUDED ON SCHEDULE D, PART V. THE DONOR ADVISED FUND BALANCES ALONE ARE BEING INCLUDED ON SCHEDULE D, PART I. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE FEDERATION'S MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FEDERATION AND RECOGNIZE A TAX LIABILITY IF THE FEDERATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE FEDERATION'S MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FEDERATION AND HAS CONCLUDED THAT AS OF AUGUST 31, 2013, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF SPLIT INTEREST TRUSTS 143,150. AMOUNTS INCLUDED ON SEPARATE FILINGS OF FORM 990 - JEWISH COMMUNITY FACILITI 2,502,899. AMOUNTS INCLUDED ON SEPARATE FILINGS OF FORM 990 - FEDERATION TRANSPORTATION 646,883. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | AMOUNTS INCLUDED ON SEPARATE FILINGS OF FORM 990 - JEWISH COMMUNITY FACILITI 5,035,861. CHANGE IN VALUE OF INTEREST RATE SWAP -749,079. AMOUNTS INCLUDED ON SEPARATE FILINGS OF FORM 990 - FEDERATION TRANSPORTATION 642,754. AMOUNTS INCLUDED ON SEPARATE FILINGS OF FORM 990 - FEDERATION CCRC OPERATION 278,865. |
Schedule F IRS990ScheduleF
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE F | Identifier |
| Return Reference | SCHEDULE F, PART II | ReturnReference |
| Explanation | SEE SUPPLEMENTAL INFORMATION FOR SCHEDULE I, WHICH PERTAINS TO SCHEDULE F REPORTING | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 0 | RecordsMaintained |
Recipient Table RecipientTable (12 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | Amount Of Cash GrantAmountOfCashGrant | Method Of ValuationMethodOfValuation | Purpose Of GrantPurposeOfGrant | IRC SectionIRCSection |
|---|---|---|---|---|---|---|---|---|
| VARIOUS GRANTS & ALLOCATIONS - AVAILABLE UPON REQUEST | ||||||||
| 9901 DONNA KLEIN BLVD | BOCA RATON | FL | 33428 | 999999999 | 1789828 | BOOK | TO ASSIST THE ORGANIZATIONS IN ACHIEVING THEIR EXEMPT PURPOSES. | |
| JEWISH FEDERATIONS OF NORTH AMERICA | ||||||||
| 25 BROADWAY STE 1700 | NEW YORK | NY | 10041 | 131624240 | 1786097 | BOOK | TO ASSIST THE ORGANIZATION IN ACHIEVING ITS EXEMPT PURPOSE. | 501(C)(3) |
| ADOLPH & ROSE LEVIS JEWISH COMMUNITY CENTER INC | ||||||||
| 9801 DONNA KLEIN BLVD | BOCA RATON | FL | 33428 | 651127438 | 1062300 | BOOK | TO ASSIST THE ORGANIZATION IN ACHIEVING ITS EXEMPT PURPOSE. | 501(C)(3) |
| JEWISH ASSOCIATION FOR RESIDENTIAL CARE INC | ||||||||
| 21160 95TH AVE SOUTH | BOCA RATON | FL | 33428 | 651131701 | 338700 | BOOK | TO ASSIST THE ORGANIZATION IN ACHIEVING ITS EXEMPT PURPOSE. | 501(C)(3) |
| RUTH RALES JEWISH FAMILY SERVICE INC | ||||||||
| 21300 RUTH BARON COLEMAN BLVD | BOCA RATON | FL | 33428 | 651115689 | 964120 | BOOK | TO ASSIST THE ORGANIZATION IN ACHIEVING ITS EXEMPT PURPOSE. | 501(C)(3) |
| DONNA KLEIN JEWISH ACADEMY INC | ||||||||
| 9701 DONNA KLEIN BLVD | BOCA RATON | FL | 33428 | 651129890 | 746900 | BOOK | TO ASSIST THE ORGANIZATION IN ACHIEVING ITS EXEMPT PURPOSE. | 501(C)(3) |
| B'NAI B'RITH YOUTH ORGANIZATION | ||||||||
| 5850 PINE ISLAND RD | DAVIE | FL | 33328 | 311794932 | 3840 | BOOK | TO ASSIST THE ORGANIZATION IN ACHIEVING ITS EXEMPT PURPOSE. | 501(C)(3) |
| BIRTHRIGHT ISRAEL NORTH AMERICA INC | ||||||||
| 33 EAST 33RD STREET | NEW YORK | NY | 10016 | 133931912 | 20000 | BOOK | TO ASSIST THE ORGANIZATION IN ACHIEVING ITS EXEMPT PURPOSE. | 501(C)(3) |
| THE WEINBAUM YESHIVA HIGH SCHOOL INC | ||||||||
| 7902 MONTOYA CIRCLE | BOCA RATON | FL | 33433 | 650781573 | 122857 | BOOK | TO ASSIST THE ORGANIZATION IN ACHIEVING ITS EXEMPT PURPOSE. | 501(C)(3) |
| HILLEL DAY SCHOOL INC | ||||||||
| 21011 95TH AVE SOUTH | BOCA RATON | FL | 33428 | 650489297 | 223417 | BOOK | TO ASSIST THE ORGANIZATION IN ACHIEVING ITS EXEMPT PURPOSE. | 501(C)(3) |
| TORAH ACADEMY OF BOCA RATON INC | ||||||||
| 447 NW SPANISH RIVER BLVD | BOCA RATON | FL | 33431 | 650788118 | 173986 | BOOK | TO ASSIST THE ORGANIZATION IN ACHIEVING ITS EXEMPT PURPOSE. | 501(C)(3) |
| TEMPLE BETH EL | ||||||||
| 333 SW 4TH AVENUE | BOCA RATON | FL | 33432 | 591412924 | 10000 | BOOK | TO ASSIST THE ORGANIZATION IN ACHIEVING ITS EXEMPT PURPOSE. | 501(C)(3) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 11 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 1 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE I, PART IV | Identifier |
| Return Reference | GRANTS | ReturnReference |
| Explanation | JEWISH FEDERATION OF SOUTH PALM BEACH COUNTY 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. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (5 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MATTHEW LEVIN | ||||||||||||||
| CEO | 121015 | 0 | 15000 | 0 | 24493 | 0 | 20657 | 0 | 3351 | 0 | 184516 | 0 | 0 | 0 |
| MEL LOWELL | ||||||||||||||
| COO | 125000 | 125000 | 34000 | 34000 | 92227 | 92227 | 3750 | 3750 | 2771 | 2771 | 257748 | 257748 | 0 | 0 |
| MARLA EGERS | ||||||||||||||
| EXECUTIVE VP, FRD | 200000 | 0 | 15000 | 0 | 18082 | 0 | 6450 | 0 | 6256 | 0 | 245788 | 0 | 0 | 0 |
| ANDREW ROSE | ||||||||||||||
| SR. VP, COMMUNICATIONS | 157338 | 0 | 0 | 0 | 0 | 0 | 4908 | 0 | 4222 | 0 | 166468 | 0 | 0 | 0 |
| LAURIE SEMO | ||||||||||||||
| VP, FINANCE | 153272 | 0 | 0 | 0 | 0 | 0 | 4650 | 0 | 5422 | 0 | 163344 | 0 | 0 | 0 |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (3 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| ALBERT GORTZ - JEWISH FEDERATION BO | |||
| PROSKAUER ROSE LLP PARTNER | 15378 | LEGAL SERVICES PROVIDED | 0 |
| DAVID PRATT - JEWISH FEDERATION BOA | |||
| PROSKAUER ROSE LLP MANAGING DIRECTOR | 15378 | LEGAL SERVICES PROVIDED | 0 |
| STEVEN A MENDELSOHN - JEWISH FEDER | |||
| GREENBERG TRAURIG, LLP | 22050 | LEGAL SERVICES PROVIDED | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | ALBERT GORTZ, JEWISH FEDERATION BOARD MEMBER AND SECRETARY, AND DAVID PRATT, JEWISH FEDERATION BOARD MEMBER AND VICE CHAIR, ARE BOTH EMPLOYED AT PROSKAUER ROSE LLP, ATTORNEYS AT LAW. IN ADDITION, STEVEN A. MENDELSOHN, JEWISH FEDERATION BOARD MEMBER AND VICE CHAIR IS EMPLOYED AT GREENBERG TRAURIG LLP, ATTORNEYS AT LAW. | |
| FORM 990, PART VI, SECTION A, LINE 7A | THERE IS A NOMINATING COMMITTEE OF THE BOARD OF DIRECTORS THAT IS RESPONSIBLE FOR SELECTING THE ORGANIZATION'S OFFICERS. | |
| FORM 990, PART VI, SECTION A, LINE 7B | THERE IS A CHECK AND BALANCE (GOVERNANCE) PROCESS WHICH REQUIRES VETTING THROUGH SEVERAL COMMITTEES BEFORE VOTE AND FINAL APPROVAL BY THE BOARD OF DIRECTORS. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS REVIEWED BY JEFFREY ISERSON, CHIEF FINANCIAL OFFICER. IT IS THEN VETTED BY THE COO, WHO ALSO SIGNS THE RETURN. | |
| FORM 990, PART VI, SECTION B, LINE 12C | COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY IS ENFORCED THROUGH THE BOARD OF DIRECTORS. THE BOARD MEMBERS ARE GIVEN A CONFLICT OF INTEREST POLICY ANNUALLY AND MUST ACKNOWLEDGE IN WRITING THAT IT WAS RECEIVED. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ORGANIZATION'S CEO'S SALARY IS DETERMINED BY THE PERSONNEL COMMITTEE AND THE BOARD OF DIRECTORS. THE ORGANIZATION'S KEY EMPLOYEES' SALARIES ARE DETERMINED BY A SEARCH TEAM THAT ANALYZES THE SALARIES OF KEY EMPLOYEES FROM OTHER LOCAL FEDERATIONS. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THESE DOCUMENTS WILL BE FURNISHED UPON REQUEST. | |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 143,150. CHANGE IN VALUE OF INTEREST RATE SWAP 749,079. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PAGE 12, PART XII, QUESTION 2C | NO CHANGE IN PROCESS FROM THE PRIOR YEAR NOTED. | EXPLANATION FOR QUESTION 2C |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FEDERATION CCRC DEVELOPMENT LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9901 DONNA KLEIN BLVD | AddressLine1 |
| City | BOCA RATON | City |
| State | FL | State |
| ZIP Code | 334281788 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 272015285 | EIN |
| Primary Activities | PROVIDE A PLANNED CONTINUING CARE RETIREMENT COMMUNITY | PrimaryActivities |
| Legal Domicile State | FL | LegalDomicileState |
| Total Income | 7649 | TotalIncome |
| EOY Assets | 30205 | EOYAssets |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWISH FEDERATION OF SOUTH PALM BEACH COUNTY INC | BusinessNameLine1 |
Form990 Schedule R Part II Form990ScheduleRPartII (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Controlled OrgControlledOrg | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|---|
| JEWISH COMMUNITY FACILITIES CORPORATION | ||||||||||
| 9901 DONNA KLEIN BLVD | BOCA RATON | FL | 334281788 | 650446896 | HOLD TITLE TO, COLLECT INCOME FROM AND MANAGE REAL PROPERTY | FL | 501(C)(2) | 0 | ||
| FEDERATION TRANSPORTATION SERVICES INC | ||||||||||
| 9901 DONNA KLEIN BLVD | BOCA RATON | FL | 334281788 | 650409644 | PROVIDE TRANSPORTATION AND RELATED SERVICES | FL | 501(C)(3) | 0 | 170(B)(1)(A)(VI) | |
| FEDERATION CCRC OPERATIONS CORP | ||||||||||
| 9901 DONNA KLEIN BLVD | BOCA RATON | FL | 334281788 | 272296079 | PROVIDE A CONTINUING CARE RETIREMENT COMMUNITY | FL | 501(C)(3) | 0 | 170(B)(1)(A)(VI) | FEDERATION CCRC DEVELOPMENT LLC |
| FEDERATION CCRC PROPERTY CORP | ||||||||||
| 9901 DONNA KLEIN BLVD | BOCA RATON | FL | 334281788 | 272296133 | PROVIDE A CONTINUING CARE RETIREMENT COMMUNITY | FL | 501(C)(3) | 0 | 170(B)(1)(A)(VI) | FEDERATION CCRC DEVELOPMENT LLC |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 1 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 1 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (11 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| FEDERATION TRANSPORTATION SERVICES INC | ||
| D | 324949 | CASH VALUE |
| JEWISH COMMUNITY FACILITIES CORPORATION | ||
| D | 20959907 | CASH VALUE |
| JEWISH COMMUNITY FACILITIES CORPORATION | ||
| O | 345690 | CASH VALUE |
| JEWISH COMMUNITY FACILITIES CORPORATION | ||
| P | 160993 | CASH VALUE |
| FEDERATION TRANSPORTATION SERVICES INC | ||
| P | 13959 | CASH VALUE |
| JEWISH COMMUNITY FACILITIES CORPORATION | ||
| L | 0 | NO VALUE |
| JEWISH COMMUNITY FACILITIES CORPORATION | ||
| N | 0 | NO VALUE |
| FEDERATION TRANSPORTATION SERVICES INC | ||
| L | 0 | NO VALUE |
| FEDERATION TRANSPORTATION SERVICES INC | ||
| N | 0 | NO VALUE |
| FEDERATION CCRC PROPERTY CORP | ||
| I | 916315 | CARRYING VALUE |
| FEDERATION CCRC OPERATIONS CORP | ||
| R | 10142271 | CASH VALUE |
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