JEWISH FEDERATION OF OCEAN COUNTY: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- JEWISH FEDERATION OF OCEAN COUNTY (EIN 22-2140175)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-10-24
- IRS object ID
- 201302979349301300
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-10-24T15:42:05-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222066886 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOHEL ELLIOTT BAUER & GASS CPAS PA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1339 RIVER AVENUE | AddressLine1 |
| City | LAKEWOOD | City |
| State | NJ | State |
| ZIP Code | 08701 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222140175 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWISH FEDERATION OF OCEAN COUNTY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JEWI | NameControl |
| Phone | 7323630530 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 MADISON AVENUE | AddressLine1 |
| City | LAKEWOOD | City |
| State | NJ | State |
| ZIP Code | 08701 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MR DANIEL GOLDBERG | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 7323638010 | Phone |
| Date Signed | 2013-10-16 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GERWIN K BAUER | Name |
| PTIN | P00064608 | PTIN |
| Phone | 7323636500 | Phone |
| Date Prepared | 2013-10-16 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MR DANIEL GOLDBERG | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 MADISON AVENUE | AddressLine1 |
| City | LAKEWOOD | City |
| State | NJ | State |
| ZIP Code | 08701 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 469627 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.JEWISHOCEANCOUNTY.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1977 | YearFormation |
| State Legal Domicile | NJ | StateLegalDomicile |
| Activity Or Mission Description | PROVIDING PHILANTHROPIC, SOCIAL, CULTURAL AND EDUCATIONAL ADVANCEMENT TO THE JEWISHCOMMUNITY WITHIN OCEAN COUNTY AND THROUGHOUT THE WORLD. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 28 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 28 | NbrIndependentVotingMembers |
| Total Nbr Employees | 6 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 499535 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 403891 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 6536 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 3669 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 13324 | InvestmentIncomePriorYear |
| Investment Income Current Year | 13387 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -24312 | OtherRevenuePriorYear |
| Other Revenue Current Year | 48680 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 495083 | TotalRevenuePriorYear |
| Total Revenue Current Year | 469627 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 19952 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 18549 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 236094 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 271556 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 86050 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 224284 | OtherExpensePriorYear |
| Other Expenses Current Year | 240845 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 480330 | TotalExpensesPriorYear |
| Total Expenses Current Year | 530950 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 14753 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -61323 | RevenuesLessExpensesCY |
| Total Assets BOY | 882013 | TotalAssetsBOY |
| Total Assets EOY | 830935 | TotalAssetsEOY |
| Total Liabilities BOY | 104585 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 114830 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 777428 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 716105 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO FURTHER THE WELFARE OF THE JEWISH COMMUNITY; TO PLAN FOR THE PHILANTHROPIC, SOCIAL, CULTURAL AND EDUCATIONAL ADVANCEMENT OF THE OCEAN COUNTY JEWISH COMMUNITY AND TO FOSTER COOPERATION AMONGST OCEAN COUNTY JEWISH ORGANIZATIONS, COMMITTEES AND INDIVIDUALS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 18549 | Expense |
| Grants | 18549 | Grants |
| Description | ALLOCATING FINANCIAL ASSISTANCE TO VARIOUS INSTITUTIONS UNDER JEWISH FEDERATIONS OF NORTH AMERICA. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 165232 | Expense |
| Revenue | 4683 | Revenue |
| Description | PROVIDING COUNSELING AND CULTURAL SERVICES THROUGH JEWISH FAMILY AND CHILDRENS SERVICES. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 201825 | Expense |
| Description | AIDING IN VARIOUS ACTIVITIES, BOTH DIRECTLY AND INDIRECTLY THROUGH OTHER INSTITUTIONS TOWARDS THE BENEFIT OF THE COMMUNITY. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 385606 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | 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 | 0 | 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 | 0 | 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 | 0 | 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 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 6 | 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 | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 28 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 28 | 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 | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | 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 | 1 | 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 | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWISH FEDERATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7323630530 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 MADISON AVENUE | AddressLine1 |
| City | LAKEWOOD | City |
| State | NJ | State |
| ZIP Code | 08701 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (28 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| MR MICHAEL BERMAN | ||||||
| TRUSTEE | 0.00 | X | X | 0 | 0 | 0 |
| MR HERB BIRMAN | ||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| MR DOUGLAS COLLIER | ||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| MR JONATHAN FIELDS | ||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| MRS CYNDY FRIEDLAND | ||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| MR ROSS GERTNER | ||||||
| TRUSTEE | 0.00 | X | X | 0 | 0 | 0 |
| MRS JOANNE GETHARD | ||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| MRS IRENE GOLDSTEIN | ||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| DR BERNIE GRABELLE | ||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| MRS RACHAEL KAUFMAN | ||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| MR ALAN KRUPNICK | ||||||
| TRUSTEE | 0.00 | X | X | 0 | 0 | 0 |
| MRS ANNABEL LINDENBAUM | ||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| MRS ELLYN LYONS | ||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| MR LAWRENCE MANDEL | ||||||
| TRUSTEE | 0.00 | X | X | 0 | 0 | 0 |
| MRS SHIRA MEYER | ||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| MRS ROCHELLE NEWMAN | ||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| MR DAVID ROSEN | ||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| MRS LAUREN ROSEN | ||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| MR FEDERICK ROSENFELD | ||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| DR RONEN ROTEM | ||||||
| TRUSTEE | 0.00 | X | X | 0 | 0 | 0 |
| MRS RANDI ROZOFSKY | ||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| MR ERIC SAMBOL | ||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| MR FRED SCHRAGGER | ||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| MRS BARBARA SCHULMAN | ||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| HARRIET SELINGER | ||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| MR DORAN TAJFEL | ||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| MR BOB VAN BOCHOVE | ||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| MR MICHAEL YORK | ||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Government Grants | 104091 | GovernmentGrants |
| All Other Contributions | 299800 | AllOtherContributions |
| Total Contributions | 403891 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FAMILY SERV COUNSELING | Description |
| Business Code | 624100 | BusinessCode |
| Total Revenue Column | 3669 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3669 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 3669 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 13387 | TotalRevenueColumn |
| Exclusion | $13,387 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|---|
| UNREALIZED GAIN FROM S | 624100 | 47666 | $47,666 | |
| OTHER | 624100 | 1014 | 1014 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 48680 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 469627 | TotalRevenueColumn |
| Related Or Exempt Function Income | 4683 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $61,053 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18549 | Total |
| Program Services | 18549 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 91050 | Total |
| Program Services | 65556 | ProgramServices |
| Management And General | 10016 | ManagementAndGeneral |
| Fundraising | 15478 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 142166 | Total |
| Program Services | 97165 | ProgramServices |
| Management And General | 16420 | ManagementAndGeneral |
| Fundraising | 28581 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13292 | Total |
| Program Services | 11333 | ProgramServices |
| Management And General | 735 | ManagementAndGeneral |
| Fundraising | 1224 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25048 | Total |
| Program Services | 16269 | ProgramServices |
| Management And General | 3292 | ManagementAndGeneral |
| Fundraising | 5487 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6550 | Total |
| Management And General | 6550 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 240 | Total |
| Program Services | 75 | ProgramServices |
| Management And General | 165 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7259 | Total |
| Program Services | 2199 | ProgramServices |
| Management And General | 5060 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3905 | Total |
| Program Services | 2444 | ProgramServices |
| Management And General | 548 | ManagementAndGeneral |
| Fundraising | 913 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37104 | Total |
| Program Services | 27086 | ProgramServices |
| Management And General | 3710 | ManagementAndGeneral |
| Fundraising | 6308 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10799 | Total |
| Program Services | 8721 | ProgramServices |
| Management And General | 1313 | ManagementAndGeneral |
| Fundraising | 765 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8380 | Total |
| Program Services | 5273 | ProgramServices |
| Management And General | 1165 | ManagementAndGeneral |
| Fundraising | 1942 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | FundraisingFundraising | Management And GeneralManagementAndGeneral |
|---|---|---|---|---|
| OTHER DIRECT COSTS | 132582 | 111003 | 21579 | |
| INSURANCE | 9656 | 7134 | 1576 | 946 |
| INVESTMENT EXPENSES | 7274 | 7274 | ||
| REPAIRS & MAINTENANCE | 4850 | 4160 | 0 | 690 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12246 | Total |
| Program Services | 8639 | ProgramServices |
| Management And General | 1410 | ManagementAndGeneral |
| Fundraising | 2197 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 530950 | Total |
| Program Services | 385606 | ProgramServices |
| Management And General | 59294 | ManagementAndGeneral |
| Fundraising | 86050 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 88375 | BOY |
| EOY | 75698 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 47482 | BOY |
| EOY | 66683 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 257692 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 116087 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 99957 | BOY |
| EOY | 141605 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 642797 | BOY |
| EOY | 543525 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3402 | BOY |
| EOY | 3424 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 882013 | BOY |
| EOY | 830935 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 104585 | BOY |
| EOY | 114830 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 104585 | BOY |
| EOY | 114830 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 522168 | BOY |
| EOY | 452624 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 255260 | BOY |
| EOY | 263481 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 777428 | BOY |
| EOY | 716105 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 882013 | BOY |
| EOY | 830935 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -61323 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | 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 Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 480040 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 385411 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 370585 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 499535 | CurrentTaxYearMinus1Year |
| Current Tax Year | 403891 | CurrentTaxYear |
| Total | 2139462 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 13956 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6968 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6593 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6536 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3669 | CurrentTaxYear |
| Total | 37722 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 493996 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 392379 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 377178 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 506071 | CurrentTaxYearMinus1Year |
| Current Tax Year | 407560 | CurrentTaxYear |
| Total | 2177184 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 2177184 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 21160 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5325 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 26068 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 13324 | CurrentTaxYearMinus1Year |
| Current Tax Year | 13387 | CurrentTaxYear |
| Total | 79264 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 21160 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5325 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 26068 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 13324 | CurrentTaxYearMinus1Year |
| Current Tax Year | 13387 | CurrentTaxYear |
| Total | 79264 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | -158653 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 102636 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 53419 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | -24312 | CurrentTaxYearMinus1Year |
| Current Tax Year | 48680 | CurrentTaxYear |
| Total | 21770 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 356503 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 500340 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 456665 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 495083 | CurrentTaxYearMinus1Year |
| Current Tax Year | 469627 | CurrentTaxYear |
| Total | 2278218 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.95570 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.96740 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.03480 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.04310 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 50000 | OtherCostOrOtherBasis |
| Book Value | 50000 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 96891 | OtherCostOrOtherBasis |
| Depreciation | 96891 | Depreciation |
| Book Value | 0 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 110801 | OtherCostOrOtherBasis |
| Depreciation | 19196 | Depreciation |
| Book Value | 91605 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 141605 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (6 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| RUSSELL MUTUAL FUNDS | 322987 | F |
| MAINSTAY MUTUAL FUNDS | 49183 | F |
| HARBOR MUTUAL FUNDS | 43448 | F |
| LOOMIS SAYLES BOND FUND | 39043 | F |
| PIMCO LOW DURATION CLASS A | 55143 | F |
| TEMPLETON GLOBAL FUND CLASS A | 33721 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 543525 | TotalOfBookValueSecurities |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 469627 | TotRevenueEtcAuditedFinclStmt |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 469627 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 469627 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 530950 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 530950 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 530950 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X, LINE 2: | ReturnReference |
| Explanation | THE ORGANIZATION REGULARLY REVIEWS AND EVALUATES ITS TAX POSITIONS TAKEN IN PREVIOUSLY FILED INFORMATION RETURNS AND AS REFLECTED IN ITS FINANCIAL STATEMENTS, WITH REGARD TO ISSUES AFFECTING ITS TAX EXEMPT STATUS, UNRELATED BUSINESS INCOME, AND RELATED MATTERS. THE ORGANIZATION BELIEVES THAT IN THE EVENT OF AN EXAMINATION BY TAXING AUTHORITIES, THE ORGANIZATION'S POSITIONS WOULD PREVAIL BASED UPON THE TECHNICAL MERITS OF SUCH POSITITIONS. THEREFORE, THE ORGANIZATION HAS CONCLUDED THAT NO TAX BENEFITS OR LIABILITIES ARE REQUIRED TO BE RECOGNIZED IN ACCORDANCE WITH FIN 48. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 0 | RecordsMaintained |
Recipient Table RecipientTable (3 entries)
| Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|
| JEWISH FEDERATION OF NORTH AMERICA | |
| 9800 | PROVIDING PHILANTHROPIC, SOCIAL, CULTURAL AND EDUCATIONAL ADVANCEMENT TO THE JEWISHCOMMUNITY THROUGHOUT THE WORLD.PROVIDING PHILANTHROPIC, SOCIAL, CULTURAL AND EDUCATIONAL ADVANCEMENT TO |
| SYNAGOGUE AFTER SCHOOL PROGRAMS | |
| 7999 | AFTER SCHOOL PROGRAMS IN AREA SYNAGOGUE'S. |
| MISCELLANEOUS OTHER | |
| 750 | OTHER |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 1 | TotalNbrOfOtherOrganizations |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | ALAN KRUPNICK AND LAWRENCE MANDEL ARE RELATED, BROTHER-IN-LAWS. DAVID ROSEN AND LAUREN ROSEN ARE HUSBAND AND WIFE. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE BY-LAWS STATE THAT THE ORGANIZATION IS A MEMBERSHIP ORGANIZATION AND ANY INDIVIDUAL 12 YEARS OR OLDER AND MAKES A MINIMUM PLEDGE IS A MEMBER AND CAN VOTE AT THE ANNUAL MEETING. |
| FORM 990, PART VI, SECTION A, LINE 7A | AT THE ANNUAL MEETING THE MEMBERSHIP VOTES FOR THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION B, LINE 11 | A COPY OF THE AUDITED FINANCIAL STATEMENT AND DRAFT OF FORM 990 IS PROVIDED TO BOARD MEMBERS PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE EXECUTIVE DIRECTOR MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. ALL VENDORS ARE APPROVED BY THE DIRECTOR AND ALSO MONITORS THE BUSINESS RELATIONSHIPS TO ENSURE THAT NO CONFLICTS OF INTEREST EXIST. |
| FORM 990, PART VI, SECTION C, LINE 19 | AVAILABLE UPON REQUEST. |
| A DRAFT OF THE FINANCIAL STATEMENTS IS PROVIDED TO THE DIRECTORS FOR REVIEW. AFTER REVIEW BY THE PRESIDENT, TREASURER & EXECUTIVE DIRECTOR THE FINANCIAL STATEMENTS ARE PRESENTED TO THE BOARD FOR APPROVAL. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWISH FEDERATION OF NORTH AMERICA | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 BROADWAY | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10004 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131624240 | EIN |
| Primary Activities | FUNDRAISING SUPPORT | PrimaryActivities |
| Legal Domicile State | NY | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | 170(B)(1)(A) | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | 0 | ControlledOrg |
| 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 | 0 | 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 | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
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