UNITED JEWISH FEDERATION OF PRINCETON MERCER BUCKS INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- UNITED JEWISH FEDERATION OF PRINCETON MERCER BUCKS INC (EIN 23-2215070)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-14
- IRS object ID
- 201311349349300761
- Schema version
- 2011v1.5
- 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 B
- Schedule D
- Schedule G
- Schedule I
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-14T08:38:55-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223299874 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEDARD KUROWICKI & CO CPA'S PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 114 BROAD STREET | AddressLine1 |
| City | FLEMINGTON | City |
| State | NJ | State |
| ZIP Code | 08822 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232215070 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED JEWISH FEDERATION OF PRINCETON | BusinessNameLine1 |
| Business Name Line2 | MERCER & BUCKS INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIT | NameControl |
| Phone | 6092190555 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 PRINCESS ROAD NO 206 | AddressLine1 |
| City | LAWRENCEVILLE | City |
| State | NJ | State |
| ZIP Code | 08648 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARK MERKOVITZ | Name |
| Title | PRESIDENT | Title |
| Phone | 6092190555 | Phone |
| Date Signed | 2013-05-10 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOSEPH M CARDUCCI | Name |
| PTIN | P00626953 | PTIN |
| Phone | 9087827900 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MARK MERKOVITZ | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 PRINCESS ROAD | AddressLine1 |
| City | LAWRENCEVILLE | City |
| State | NJ | State |
| ZIP Code | 08648 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 1397323 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.UJFPMB.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1931 | YearFormation |
| State Legal Domicile | NJ | StateLegalDomicile |
| Activity Or Mission Description | TO SERVE AS THE COMMUNITY UMBRELLA ORGANIZATION DEDICATED TO THE PRESERVATION AND ENRICHMENT OF JEWISH LIFE IN OUR SERVICE AREA, ISRAEL AND THROUGHOUT THE WORLD. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 49 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 46 | NbrIndependentVotingMembers |
| Total Nbr Employees | 11 | TotalNbrEmployees |
| Total Nbr Volunteers | 200 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 3321242 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1306876 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 5000 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 7250 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 61293 | InvestmentIncomePriorYear |
| Investment Income Current Year | 22342 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -2695 | OtherRevenuePriorYear |
| Other Revenue Current Year | 5595 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 3384840 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1342063 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 907810 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 770110 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 519806 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 347064 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 178763 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 339781 | OtherExpensePriorYear |
| Other Expenses Current Year | 243586 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1767397 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1360760 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1617443 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -18697 | RevenuesLessExpensesCY |
| Total Assets BOY | 2265218 | TotalAssetsBOY |
| Total Assets EOY | 2084480 | TotalAssetsEOY |
| Total Liabilities BOY | 1178494 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1041005 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1086724 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1043475 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE UNITED JEWISH FEDERATION OF PRINCETON MERCER BUCKS,INC., LOCATED IN LAWRENCEVILLE, NJ, SERVES AS THE UMBRELLA ORGANIZATION DEDICATED TO THE PRESERVATION AND ENRICHMENT OF JEWISH LIFE IN THE GREATER BUCKS AREA, IN ISRAEL AND THROUGHOUT THE WORLD. THE FEDERATION'S GOAL IS TO FURTHER THE EDUCATIONAL, RELIGIOUS AND CHARITABLE NEEDS OF THE COMUNITY AND ASSIST LOCAL AND INTERNATIONAL AGENCIES IN THE DEVELOPMENT, IMPLEMENTATION AND COORDINATION OF THE PROGRAMS DESIGNED TO MEET THOSES NEEDS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1075791 | Expense |
| Grants | 770110 | Grants |
| Revenue | 7250 | Revenue |
| Description | FEDERATION IS THE SINGLE LARGEST JEWISH FUNDRAISING ENTITY IN THE COMMUNITY. HUNDREDS OF VOLUNTEERS REACH OUT TO THOUSANDS OF RESIDENTS IN THE PRINCETON MEERCER BUCKS AREA TO SECURE FUNDS THAT PROVIDE NECESSARY SUPPORT TO LOCAL, NATIONAL AND INTERNATIONAL AGENCIES. THESE AGENCIES IN TURN REACH OUT TO MILLIONS OF PEOPLE IN NEED. THE FUNDS WE PROVIDE, IN CONCERT WITH FEDERATIONS AND OUR COUNTERPARTS THROUGHOUT THE DIASPORA, ARE OF CRITICAL IMPORTANCE TO MEET THE EVER- INCREASING CHALLENGES THAT LIE BEFORE US. OUR ABILITY TO REACH OUT AND PROVIDE IMPORTANT FUNDING ENABLES US TO "BRING TO THE TABLE" INDIVIDUALS AND GROUPS TO DISCUSS ISSUES, SHAREEXPERTISE AND PLAN COURSES OF ACTION. THIS TYPE OF EXCHANGE IS AT THE CORE OR OUR SURVIVAL AS A PEOPLE. OUR NETWORK OF COOPERATION IS GLOBAL AND ALLOWS US NOT ONLY TO REACT TO EVENTS, BUT ALSO PLAN AND SHAPE OUR COLLECTIVE FUTURE. | Description |
| Total Program Service Expense | 1075791 | 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 | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | 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 | 1 | 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 | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 1 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 11 | 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 | 49 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 46 | 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 | 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 | 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 | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KARIN MACBRIDE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6092190555 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 PRINCESS ROAD NO 206 | AddressLine1 |
| City | LAWRENCEVILLE | City |
| State | NJ | State |
| ZIP Code | 08648 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (49 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| ANDREW FRANK | ||||||
| EXECUTIVE DIRECTOR | 35.00 | X | 123639 | 0 | 0 | |
| MARK MERKOVITZ | ||||||
| PRESIDENT | 1.00 | X | 0 | 0 | 0 | X |
| KAREN ANDERSON | ||||||
| VP/CAMPAIGN | 1.00 | X | 0 | 0 | 0 | X |
| ROBERT DAVIDSON | ||||||
| VP/ADMIN & PERSONNEL | 1.00 | X | 0 | 0 | 0 | X |
| EMILY JOSEPHSON | ||||||
| VP/CMNTY RELATIONS | 1.00 | X | 0 | 0 | 0 | X |
| MICHAEL FELDSTEIN | ||||||
| VP/ISRAEL & OVERSEAS | 1.00 | X | 0 | 0 | 0 | X |
| STUART AXELROD | ||||||
| TREASURER | 1.00 | X | 0 | 0 | 0 | X |
| RYSIA DE RAVEL | ||||||
| SECRETARY | 1.00 | X | 0 | 0 | 0 | X |
| STEPAHNIE WILL | ||||||
| WOMENS PRESIDENT | 1.00 | X | 0 | 0 | 0 | X |
| ANDREA SILVERSTEIN | ||||||
| WOMENS CAMPAIGN CHAIR | 1.00 | X | 0 | 0 | 0 | X |
| GEOFFREY BERMAN | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| ARTHUR BLICK | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| DANIEL BRENT | ||||||
| PAST PRESIDENT | 1.00 | X | 0 | 0 | 0 | |
| BRIAN CHEVLIN | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| JILL SCHWARTZ CHEVLIN | ||||||
| BOARD MEMBER | 0.00 | X | 0 | 0 | 0 | |
| HOWARD COHEN | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| ANDREA DEDRICK | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| ELIOT FREEMAN | ||||||
| PAST PRESIDENT | 1.00 | X | 0 | 0 | 0 | |
| MARSHA FREEMAN | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| GIL GORDON | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| DAVID GREENBERG | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| MERRYE SHAVEL HUDIS | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| SETH JOSEPHSON | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| LIONEL KAPLAN | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| MICHAEL KATZ | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| RICHARD KOHN | ||||||
| VP/JEWISH COMM FOUNDATION | 1.00 | X | 0 | 0 | 0 | |
| JEROME KURSHAN | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| DONALD LEIBOWITZ | ||||||
| PAST PRESIDENT | 1.00 | X | 0 | 0 | 0 | |
| ROBERT LEVINE | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| BOB LIPSKY | ||||||
| PAST PRESIDENT | 1.00 | X | 0 | 0 | 0 | |
| KENNETH MACK | ||||||
| PAST PRESIDENT | 1.00 | X | 0 | 0 | 0 | |
| JULIE DAVIDSON MEYERS | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| STEVE MINSKY | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| MARK NEMIROFF | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| DAVID NEUFELD | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| STUART POLLACK | ||||||
| PRES. OF BOARD OF RABBIS PMB | 1.00 | X | 0 | 0 | 0 | |
| CAROL POLLARD | ||||||
| PAST PRESIDENT | 1.00 | X | 0 | 0 | 0 | |
| MORDECHAI ROZANSKI | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| NORMA SAKS | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| PAUL SCHINDEL | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| MARC SHEGOSKI | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| NADINE SINGER | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| GARY SMOTRICH | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| LISA SMUKLER | ||||||
| IMMEDIATE PAST PRESIDENT | 1.00 | X | 0 | 0 | 0 | |
| LISA TOBIAS | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| MARISSA TREU | ||||||
| PAST PRESIDENT | 1.00 | X | 0 | 0 | 0 | |
| AMY VOGEL | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| ALAN WALLACK | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| ROBERT WEBER | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 123639 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 1306876 | AllOtherContributions |
| Noncash Contributions | 134199 | NoncashContributions |
| Total Contributions | 1306876 | TotalContributions |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7250 | TotalRevenueColumn |
| Related Or Exempt Function Income | 7250 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 7250 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 18690 | TotalRevenueColumn |
| Exclusion | $18,690 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3652 | 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 | 3652 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3652 | TotalRevenueColumn |
| Exclusion | $3,652 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 60855 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 55260 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5595 | TotalRevenueColumn |
| Exclusion | $5,595 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1342063 | TotalRevenueColumn |
| Related Or Exempt Function Income | 7250 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $27,937 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 770110 | Total |
| Program Services | 770110 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 123639 | Total |
| Program Services | 123639 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 175145 | Total |
| Program Services | 54961 | ProgramServices |
| Management And General | 4696 | ManagementAndGeneral |
| Fundraising | 115488 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17196 | Total |
| Program Services | 13531 | ProgramServices |
| Management And General | 1929 | ManagementAndGeneral |
| Fundraising | 1736 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1929 | Total |
| Program Services | 355 | ProgramServices |
| Management And General | 828 | ManagementAndGeneral |
| Fundraising | 746 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29155 | Total |
| Program Services | 12498 | ProgramServices |
| Management And General | 8242 | ManagementAndGeneral |
| Fundraising | 8415 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11104 | Total |
| Management And General | 11104 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19860 | Total |
| Management And General | 9290 | ManagementAndGeneral |
| Fundraising | 10570 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10442 | Total |
| Program Services | 4520 | ProgramServices |
| Management And General | 5922 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17712 | Total |
| Program Services | 14670 | ProgramServices |
| Management And General | 567 | ManagementAndGeneral |
| Fundraising | 2475 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25783 | Total |
| Program Services | 2481 | ProgramServices |
| Management And General | 9317 | ManagementAndGeneral |
| Fundraising | 13985 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 78231 | Total |
| Program Services | 23616 | ProgramServices |
| Management And General | 32543 | ManagementAndGeneral |
| Fundraising | 22072 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6501 | Total |
| Program Services | 186 | ProgramServices |
| Management And General | 5517 | ManagementAndGeneral |
| Fundraising | 798 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 818 | Total |
| Program Services | 347 | ProgramServices |
| Management And General | 237 | ManagementAndGeneral |
| Fundraising | 234 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15739 | Total |
| Management And General | 15739 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | FundraisingFundraising | Management And GeneralManagementAndGeneral |
|---|---|---|---|---|
| PROGRAM EXPENSES | 54877 | 54877 | ||
| SPECIAL EVENTS | 1779 | 1779 | ||
| DUES | 465 | 465 | ||
| OTHER TAXES | 275 | 275 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1360760 | Total |
| Program Services | 1075791 | ProgramServices |
| Management And General | 106206 | ManagementAndGeneral |
| Fundraising | 178763 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26711 | BOY |
| EOY | 80485 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 357634 | BOY |
| EOY | 482475 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 818118 | BOY |
| EOY | 634624 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50881 | BOY |
| EOY | 5069 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 115000 | BOY |
| EOY | 115000 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 64984 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 64002 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1800 | BOY |
| EOY | 982 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 828446 | BOY |
| EOY | 748585 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50272 | BOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16356 | BOY |
| EOY | 17260 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2265218 | BOY |
| EOY | 2084480 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 95232 | BOY |
| EOY | 2553 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1083262 | BOY |
| EOY | 1038452 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1178494 | BOY |
| EOY | 1041005 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 248606 | BOY |
| EOY | 216587 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 838118 | BOY |
| EOY | 826888 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1086724 | BOY |
| EOY | 1043475 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2265218 | BOY |
| EOY | 2084480 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -18697 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -24552 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| 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 | 4399252 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1816933 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1742271 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3441242 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1306876 | CurrentTaxYear |
| Total | 12706574 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4399252 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1816933 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1742271 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3441242 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1306876 | CurrentTaxYear |
| Total | 12706574 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 12706574 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 173569 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 124384 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 200057 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 82861 | CurrentTaxYearMinus1Year |
| Current Tax Year | 18690 | CurrentTaxYear |
| Total | 599561 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 4025 | CurrentTaxYearMinus3Years |
| Total | 4025 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 13310160 | TotalSupport |
| Public Support Pertcentage170 | 0.95470 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.96320 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
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
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 6093 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 904 | InvestmentEarningsOrLosses |
| End Of Year Balance | 6997 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4850 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 1243 | InvestmentEarningsOrLosses |
| End Of Year Balance | 6093 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3470 | BeginningOfYearBalance |
| Contributions | 1381 | Contributions |
| End Of Year Balance | 4850 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 64984 | OtherCostOrOtherBasis |
| Depreciation | 64002 | Depreciation |
| Book Value | 982 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 982 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ALLOCATIONS PAYABLE | Description |
| Amount | $1,038,452 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1038452 | TotalOfAmounts |
| Total Revenue | 1342063 | TotalRevenue |
| Total Expenses | 1360760 | TotalExpenses |
| Excess Or Deficit For Year | -18697 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -25456 | NetUnrealizedGLOnInvestments |
| Other | $904 | OtherAmount |
| Total Adjustments | -24552 | TotalAdjustments |
| Excess Or Deficit Per FS | -43249 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 1375885 | TotRevenueEtcAuditedFinclStmt |
| Other Revenues | 904 | OtherRevenues |
| Revenue Not Rptd F990 | 904 | RevenueNotRptdF990 |
| Revenue Subtotal | 1374981 | RevenueSubtotal |
| Investment Expenses Not Included | 8116 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | -41034 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -32918 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 1342063 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1419134 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 66490 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 66490 | ExpensesNotRptdF990 |
| Expenses Subtotal | 1352644 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 8116 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 8116 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 1360760 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | CHANGE IN GIFT ANNUITY VALUE 904. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN GIFT ANNUITY 904. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES NETTED WITH SPECIAL EVENTS INCOME ON FORM 990 -55,260. INVESTMENT RETURNS NETTED WITH REVENUE -11,230. NET UNREALIZED LOSS ON INVESTMENTS 25,456. |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES NETTED WITH SPECIAL EVENTS INCOME ON FORM 990 55,260. INVESTMENT RETURNS NETTED WITH REVENUE ON 990 11,230. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | KICKOFF | NameOfEvent1 |
| Gross Receipts Event1 | 27355 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 27355 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 22800 | OtherDirectExpensesEvent1 |
| Name Of Event2 | SPRING LUNCHEON | NameOfEvent2 |
| Gross Receipts Event2 | 19905 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 19905 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 29603 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 18 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 13595 | GrossReceiptsOtherEvents |
| Gross Revenue Other Events | 13595 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 2857 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 60855 | GrossReceiptsTotal |
| Gross Revenue Total Events | 60855 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 55260 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 55260 | DirectExpenseSummaryEvents |
| Net Income Summary | 5595 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (6 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|---|---|
| ABRAMS HEBREW ACADEMY | |||||||||
| 31 WEST COLLEGE AVE | YARDLEY | PA | 19067 | 216001415 | 501 (C) 3 | 36722 | N/A | N/A | CHARITABLE PURPOSE |
| CENTER FOR JEWISH LIFE | |||||||||
| 70 WASHINGTON ROAD | PRINCETON | NJ | 08540 | 216008282 | 501 (C) 3 | 5124 | N/A | N/A | CHARITABLE PURPOSE |
| JEWISH COMMUNITY CENTER | |||||||||
| 4 PRINCESS ROAD | LAWRENCEVILLE | NJ | 08648 | 210637383 | 501 (C) 3 | 75622 | N/A | N/A | CHARITABLE PURPOSE |
| JEWISH FAMILY AND CHILDRENS SERVICES | |||||||||
| 707 ALEXANDER ROAD | PRINCETON | NJ | 08540 | 210364563 | 501 (C) 3 | 214738 | N/A | N/A | CHARITABLE PURPOSE |
| GREENWOOD HOUSE | |||||||||
| 53 WALTERS ROAD | TRENTON | NJ | 08691 | 210639867 | 501 (C) 3 | 106750 | N/A | N/A | CHARITABLE PURPOSE |
| JEWISH FEDERATION OF NORTH AMERICA | |||||||||
| 25 BROADWAY | NEW YORK | NY | 10004 | 131624240 | 501 (C) 3 | 200500 | N/A | N/A | CHARITABLE PURPOSE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 6 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: GRANT MONITORING SCHEDULE I, PART I, LINE 2 ALL DONATIONS ARE APPROVED BY THE BOARD OF TRUSTEES AND ARE MADE TO 501(C)3 ORGANIZATIONS. THESE ORGANIZATIONS ARE REQUIRED BY THEIR NON EXEMPT STATUS TO USE THE DONATIONS TO FURTHER THEIR CHARITABLE PURPOSE. | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAUL SCHINDEL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | BOARD MEMBER | Relationship |
| Description Of Transaction | PAUL OWNS THREE BEARS PRINTING COMPANY. UNITED JEWISH FEDERATION USES THREE BEARS AS A VENDOR. | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 21 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 134199 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | JILL AND BRIAN CHEVLIN ARE BOARD MEMBERS WITH A FAMILY RELATIONSHIP. EMILY AND SETH JOSEPHSON ARE BOARD MEMBERS WITH A FAMILY RELATIONSHIP. ELIOT AND MARSHA FREEMAN ARE BOARD MEMBERS WITH A FAMILY RELATIONSHIP. | |
| FORM 990, PART VI, SECTION A, LINE 6 | INDIVIDUAL MEMBERS- ANY JEWISH PERSON OVER 18 YEARS OF AGE WHO HAS MADE A CURRENT YEAR CONTRIBUTION OF AT LEAST $18 TO THE FEDERATION OR IS THE DESIGNATED PRINCIPAL IN OR OFFICER OF A NON-INDIVIDUAL CONTRIBUTOR OF AT LEAST $18 TO THE FEDERATION. THIS CLASS OF MEMBERS HAS THE RIGHT TO VOTE, ATTEND ANY OPEN BOARD OF DIRECTORS MEETING AND HOLD OFFICE. ASSOCIATE MEMBERS- ANY OTHER INDIVIDUAL CONTRIBUTOR TO THE FEDERATION. THIS CLASS OF MEMBERS HAS THE RIGHT TO ATTEND ANNUAL MEETINGS BUT SHALL HAVE NO VOTING RIGHTS OR POWERS. | |
| FORM 990, PART VI, SECTION A, LINE 7A | A NUMBER OF MEMBERS OF THE BOARD OF DIRECTORS (MEMBERS AT LARGE), TO BE DESIGNEATED BY THE BOARD, ARE ELECTED AT THE ANNAUL MEETING BY THE GENERAL MEMBERSHIP. | |
| FORM 990, PART VI, SECTION A, LINE 7B | MANAGEMENT AND ADMINISTRATION OF THE AFFAIRS OF THE FEDERATION ARE VESTED IN THE BOARD OF DIRECTORS. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE EXECUTIVE COMMITTEE WILL REVIEW THE FINAL DRAFT ON THE FORM 990 PRIOR TO ITS FILING. ALL BOARD MEMBERS WILL THEN BE MADE AWARE THAT THE FORM IS AVAILABLE FOR REVIEW UPON REQUEST PRIOR TO ITS FILING. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE FEDERATION HAS A CONFLICT OF INTERST POLICY THAT WAS APPROVED BY THE GOVERNING BOARD. AS A NOMINATING COMMITTEE PREPARES CANDIDATES FOR SELECTION, WE REVIEW THEIR KNOWN AFFILIATIONS PRIOR TO OPENING POSITIONS TO THEM. THE POLICY IS PERIODICALLY DISCUSSED AT BOARD MEETINGS AND SHARED WITH BOARD MEMBER. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE FEDERATION HAS AN ADMINISTRATION AND PERSONAL COMMITTEE. ONE OF THE CHARGES OF THIS COMMITTEE IS TO UNDERSTAND THE ROLES AND RESPONSIBILITIES OF THE STAFF AND TO DETERMINE IF THE COMPENSATION PAID IS APPROPRIATE. THE COMMITTEE MEETS TO DISCUSS THE COMPENSATION ON AN ANNUAL BASIS. THEY UTILIZE DATA COMPILED ON SIMILAR SIZED FEDERATIONS/ORGANIZATIONS IN THEIR DECISION MAKING PROCESS. THEY MAKE A RECOMMENDATIOM TO THE BOARD FOR APPROVAL IF NECESSARY. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -25,456. CHANGE IN GIFT ANNUITY VALUE 904. TOTAL TO FORM 990, PART XI, LINE 5: -24,552. | CHANGES IN NET ASSETS OR FUND BALANCES: |
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