RALEIGH-CARY JEWISH FEDERATION INC: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
RALEIGH-CARY JEWISH FEDERATION INC (EIN 56-1553301)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-08-15
IRS object ID
201322279349300747
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

FieldValueIRS element (for citing)
Timestamp2013-08-15T08:20:16-05:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

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

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line18210 CREEDMOOR RD 202AddressLine1
CityRALEIGHCity
StateNCState
ZIP Code27613ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN561553301EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1RALEIGH-CARY JEWISH FEDERATION INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlRALENameControl
Phone9196762200Phone

US Address USAddress

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

Officer Officer

FieldValueIRS element (for citing)
NameBARRY SCHWARTZName
TitleEXECUTIVE DIRECTORTitle
Phone9196762200Phone
Date Signed2013-08-13DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameJ KELLY LANIERName
Phone9198705151Phone
Date Prepared2013-08-14DatePrepared
Self EmployedXSelfEmployed
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

Doing Business As DoingBusinessAs

FieldValueIRS element (for citing)
Business Name Line1JEWISH FEDERATION OF RALEIGH-CARYBusinessNameLine1
FieldValueIRS element (for citing)
Name Of Principal Officer PersonBARRY SCHWARTZNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line18210 CREEDMOOR ROAD SUITE 104AddressLine1
CityRALEIGHCity
StateNCState
ZIP Code27613ZIPCode
FieldValueIRS element (for citing)
Gross Receipts1188934GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.SHALOMRALEIGH.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1987YearFormation
State Legal DomicileNCStateLegalDomicile
Activity Or Mission DescriptionTHE ORGANIZATIONS'S PRIMARY EXEMPT PURPOSE IS TO BRING RICHNESS AND VITALITY TO EVERY ASPECT OF JEWISH LIFE IN OUR COMMUNINITY. WE OFFER MANY WAYS TO CONNECT WITH JEWISH LIFE BOTH HERE IN THE RALEIGH AND CARY AREAS AND THROUGHOUT THE WORLD. AS PART OF OUR EFFORTS TO BUILD A STRONG AND VIBRANT COMMUNITY, THE FEDERATION FOCUSES ON ENHANCING COMMUNITY LIFE AND JEWISH EDUCATION, AND SUPPORTING JEWISH FAMILIES AND CAUSES HERE AND AROUND THE GLOBE.ActivityOrMissionDescription
Nbr Voting Members Governing Body33NbrVotingMembersGoverningBody
Nbr Independent Voting Members33NbrIndependentVotingMembers
Total Nbr Employees49TotalNbrEmployees
Total Nbr Volunteers300TotalNbrVolunteers
Total Gross UBI32543TotalGrossUBI
Net Unrelated Business Txbl Income-24835NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year547794ContributionsGrantsPriorYear
Contributions Grants Current Year766054ContributionsGrantsCurrentYear
Program Service Revenue Prior Year399841ProgramServiceRevenuePriorYear
Program Service Revenue CY364161ProgramServiceRevenueCY
Investment Income Prior Year23000InvestmentIncomePriorYear
Investment Income Current Year33120InvestmentIncomeCurrentYear
Other Revenue Prior Year5382OtherRevenuePriorYear
Other Revenue Current Year8203OtherRevenueCurrentYear
Total Revenue Prior Year976017TotalRevenuePriorYear
Total Revenue Current Year1171538TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year26569GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY44787GrantsAndSimilarAmntsCY
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year492535SalariesEtcPriorYear
Salaries Etc Current Year440702SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year152747TotalFundrsngExpCurrentYear
Other Expense Prior Year523498OtherExpensePriorYear
Other Expenses Current Year561294OtherExpensesCurrentYear
Total Expenses Prior Year1042602TotalExpensesPriorYear
Total Expenses Current Year1046783TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-66585RevenuesLessExpensesPriorYear
Revenues Less Expenses CY124755RevenuesLessExpensesCY
Total Assets BOY3130749TotalAssetsBOY
Total Assets EOY3616862TotalAssetsEOY
Total Liabilities BOY650740TotalLiabilitiesBOY
Total Liabilities EOY968790TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY2480009NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY2648072NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionTHE ORGANIZATIONS'S PRIMARY EXEMPT PURPOSE IS TO BRING RICHNESS AND VITALITY TO EVERY ASPECT OF JEWISH LIFE IN OUR COMMUNINITY. WE OFFER MANY WAYS TO CONNECT WITH JEWISH LIFE BOTH HERE IN THE RALEIGH AND CARY AREAS AND THROUGHOUT THE WORLD. AS PART OF OUR EFFORTS TO BUILD A STRONG AND VIBRANT COMMUNITY, THE FEDERATION FOCUSES ON ENHANCING COMMUNITY LIFE AND JEWISH EDUCATION, AND SUPPORTING JEWISH FAMILIES AND CAUSES HERE AND AROUND THE GLOBE.MissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense570129Expense
Revenue349630Revenue
DescriptionJEWISH COMMUNITY CENTER: THE SOCIAL, CULTURAL AND PHYSICAL MEETING PLACE SERVING ALL AGES OF JEWISH CITIZENS IN WAKE COUNTY.Description

Activity2 Activity2

FieldValueIRS element (for citing)
Expense108148Expense
Revenue6458Revenue
DescriptionJEWISH FAMILY SERVICES: A COUNSELING AGENCY DESIGNED TO BE AVAILABLE FOR JEWISH INDIVIDUALS AND FAMILIES NEEDING SPECIAL ASSISTANCE.Description

Activity3 Activity3

FieldValueIRS element (for citing)
Expense37437Expense
Revenue12092Revenue
DescriptionINTERNATIONAL ALLOCATIONS: DISTRIBUTION OF FUNDS TO JEWISH FEDERATION OF NORTH AMERICA FOR ASSISTING JEWISH COMMUNITIES AROUND THE WORLD.Description

Activity Other ActivityOther

FieldValueIRS element (for citing)
Expense129422Expense
Revenue32543Revenue
DescriptionCOMMUNICATIONS; JEWISH COMMUNITY RELATIONS COUNCIL AND EDUCATIONAL AND SOCIAL SUPPORT OF JEWISH CHARITIES.Description
FieldValueIRS element (for citing)
Total Of Other Program Service Exp129422TotalOfOtherProgramServiceExp
Total Of Other Program Service Rev32543TotalOfOtherProgramServiceRev
Total Program Service Expense845136TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredtrueScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiesfalseLobbyingActivities
Subject To Proxy TaxfalseSubjectToProxyTax
Donor Advised FundstrueDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArtfalseCollectionsOfArt
Credit CounselingfalseCreditCounseling
Term Or Permanent EndowmentstrueTermOrPermanentEndowments
Report Land Bldg EquiptrueReportLandBldgEquip
Report Invest Oth SecuritiestrueReportInvestOthSecurities
Report Prog Rel InvestfalseReportProgRelInvest
Report Other AssetsfalseReportOtherAssets
Report Other LiabilitiestrueReportOtherLiabilities
Report Fin48 FootnotefalseReportFin48Footnote
Independent Audit Financial StmttrueIndependentAuditFinancialStmt
Consolidated Audit Financial StmtfalseConsolidatedAuditFinancialStmt
SchoolfalseSchool
Foreign OfficefalseForeignOffice
Foreign ActivitiesfalseForeignActivities
More Than5000 K To OrganizationsfalseMoreThan5000KToOrganizations
More Than5000 K To IndividualsfalseMoreThan5000KToIndividuals
Professional FundraisingfalseProfessionalFundraising
Fundraising ActivitiestrueFundraisingActivities
GamingfalseGaming
HospitalfalseHospital
Grants To OrganizationstrueGrantsToOrganizations
Grants To IndividualsfalseGrantsToIndividuals
Schedule J RequiredfalseScheduleJRequired
Tax Exempt BondsfalseTaxExemptBonds
Excess Benefit TransactionfalseExcessBenefitTransaction
Prior Excess Benefit TransactionfalsePriorExcessBenefitTransaction
Loan To Officer Or DQPfalseLoanToOfficerOrDQP
Grant To Related PersonfalseGrantToRelatedPerson
Bsnss Rltnshp With OrganizationfalseBsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family MemberfalseBsnssRltnshpThruFamilyMember
Officer Entity With Bsnss RltnshpfalseOfficerEntityWithBsnssRltnshp
Deductible Non Cash ContributionsfalseDeductibleNonCashContributions
Deductible Contributions Of ArtfalseDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntityfalseDisregardedEntity
Related EntityfalseRelatedEntity
Related Org Controlled EntityfalseRelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl OrgfalseTransfersToExemptNonChrtblOrg
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Number Forms Transmitted With109614NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup WitholdingtrueComplianceWithBackupWitholding
Number Of Employees49NumberOfEmployees
Employment Tax Returns FiledtrueEmploymentTaxReturnsFiled
Unrelated Business IncometrueUnrelatedBusinessIncome
Form990-T FiledtrueForm990-TFiled
Foreign Financial AccountfalseForeignFinancialAccount
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Non Deductible ContributionsfalseNonDeductibleContributions
Quid Pro Quo ContributionstrueQuidProQuoContributions
Quid Pro Quo DisclosuretrueQuidProQuoDisclosure
Form8282 Property Disposed OffalseForm8282PropertyDisposedOf
Funds To Pay PremiumsfalseFundsToPayPremiums
Premiums PaidfalsePremiumsPaid
Excess Business HoldingsfalseExcessBusinessHoldings
Taxable DistributionsfalseTaxableDistributions
Distribution To DonorfalseDistributionToDonor
Indoor Tanning ServicesfalseIndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members33NbrVotingGoverningBodyMembers
Number Independent Voting Members33NumberIndependentVotingMembers
Family Or Business RelationshipfalseFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocsfalseChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholdersfalseMembersOrStockholders
Election Of Board MembersfalseElectionOfBoardMembers
Decisions Subject To ApprovalfalseDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Minutes Of CommitteestrueMinutesOfCommittees
Officer Mailing AddressfalseOfficerMailingAddress
Local ChaptersfalseLocalChapters
Form990 Provided To Governing BodyfalseForm990ProvidedToGoverningBody
Conflict Of Interest PolicytrueConflictOfInterestPolicy
Annual Disclosure Covered PersonstrueAnnualDisclosureCoveredPersons
Regular Monitoring EnforcementtrueRegularMonitoringEnforcement
Whistleblower PolicytrueWhistleblowerPolicy
Document Retention PolicytrueDocumentRetentionPolicy
Compensation Process CEOtrueCompensationProcessCEO
Compensation Process OthertrueCompensationProcessOther
Investment In Joint VenturefalseInvestmentInJointVenture
Other WebsiteXOtherWebsite
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonBARRY SCHWARTZNamePerson
Telephone Number9196762200TelephoneNumber

Address US AddressUS

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

Form990 Part VII Section A Form990PartVIISectionA (34 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficer
RABBI EARL COTLAR
TRUSTEE2.00X226200
RABBI LUCY DINNER
TRUSTEE2.00X133500
RABBI PINCHAS HERMAN
TRUSTEE2.00X77500
RABBI ERIC SOLOMON
TRUSTEE2.00X62500
DOUGLAS KAHN
TRUSTEE2.00X000
KEITH SATISKY
PAST PRESIDE2.00X000
MARK GOLDHABER
TRUSTEE2.00X000
DENISE CARSON
SECRETARY2.00X000
MEGAN FEATHER
VP JFS2.00X000
ROBERT HUBAL
PRESIDENT2.00X000
MARK WIENER
1ST VICE PRE2.00X000
EILEEN SCHWARTZ
TRUSTEE2.00X000
BRIAN OROL
VP (FOUNDATI2.00X000
M ROBERT GOLDWASSER
VP FUNDRAISI2.00X000
NORMAN HERMAN
TRUSTEE2.00X000
STEVEN REINHARD
TRUSTEE2.00X000
EVA HAMBURGER
TRUSTEE2.00X000
CAROLE GULD
TRUSTEE2.00X000
HOWARD SHAREFF
TRUSTEE2.00X000
GENE BARLAZ
VP - JCRC2.00X000
DEBRAH BARISH
TRUSTEE2.00X000
SETH EFFRON
TRUSTEE2.00X000
AARON GOLUB
TRUSTEE2.00X000
DIANN SEIGLE
TRUSTEE2.00X000
RABBI ARIEL EDERY
TRUSTEE2.00X000
RABBI RAACHEL JUROVICS
TRUSTEE2.00X000
WILLIAM TRAURIG
TRUSTEE2.00X000
SHARON CUTLER
VP - JCC2.00X000
JEFF ZALEON
TREASURER2.00X000
BARNABY COURT
TRUSTEE2.00X000
BRITTANY FISHMAN
TRUSTEE2.00X000
ELLEN CAPLAN
TRUSTEE2.00X000
DAVID KOCHMAN
TRUSTEE2.00X000
BARRY SCHWARTZ
EXECUTIVE DI50.0073482013072X
FieldValueIRS element (for citing)
Total Reportable Comp From Org78479TotalReportableCompFromOrg
Total Other Compensation13072TotalOtherCompensation
Formers ListedfalseFormersListed
Total Comp GT150 KfalseTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources
All Other Contributions766054AllOtherContributions
Total Contributions766054TotalContributions

Program Service Revenue ProgramServiceRevenue (4 entries)

DescriptionDescriptionTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncomeBusiness CodeBusinessCodeUnrelated Business RevenueUnrelatedBusinessRevenue
JEWISH COMMUNITY CENTER265750265750
MEMBERSHIP DUES6294462944
ADVERTISING3254390000432543
JEWISH FAMILY SERVICES29242924
FieldValueIRS element (for citing)
Total Program Service Revenue364161TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column33120TotalRevenueColumn
Exclusion$33,120ExclusionAmount
FieldValueIRS element (for citing)
Gross Income Fundraising Events25599GrossIncomeFundraisingEvents
Fundraising Direct Expenses17396FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column8203TotalRevenueColumn

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column1171538TotalRevenueColumn
Related Or Exempt Function Income331618RelatedOrExemptFunctionIncome
Unrelated Business Revenue32543UnrelatedBusinessRevenue
Exclusion$33,120ExclusionAmount
FieldValueIRS element (for citing)
Info In Schedule O Part IXXInfoInScheduleOPartIX

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total44787Total
Program Services44787ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total78479Total
Program Services62333ProgramServices
Management And General3354ManagementAndGeneral
Fundraising12792Fundraising

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total296218Total
Program Services231132ProgramServices
Management And General13521ManagementAndGeneral
Fundraising51565Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total5577Total
Program Services3667ProgramServices
Management And General796ManagementAndGeneral
Fundraising1114Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total32145Total
Program Services21135ProgramServices
Management And General4590ManagementAndGeneral
Fundraising6420Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total28283Total
Program Services22069ProgramServices
Management And General1291ManagementAndGeneral
Fundraising4923Fundraising

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total12858Total
Program Services7342ProgramServices
Management And General2300ManagementAndGeneral
Fundraising3216Fundraising

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total149268Total
Program Services113858ProgramServices
Management And General610ManagementAndGeneral
Fundraising34800Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total71789Total
Program Services60907ProgramServices
Management And General1776ManagementAndGeneral
Fundraising9106Fundraising

Occupancy Occupancy

FieldValueIRS element (for citing)
Total65598Total
Program Services56808ProgramServices
Management And General3789ManagementAndGeneral
Fundraising5001Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total27693Total
Program Services26582ProgramServices
Management And General193ManagementAndGeneral
Fundraising918Fundraising

Interest Interest

FieldValueIRS element (for citing)
Total10855Total
Program Services10561ProgramServices
Management And General126ManagementAndGeneral
Fundraising168Fundraising

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total57013Total
Program Services54947ProgramServices
Management And General891ManagementAndGeneral
Fundraising1175Fundraising

Insurance Insurance

FieldValueIRS element (for citing)
Total24401Total
Program Services15318ProgramServices
Management And General3915ManagementAndGeneral
Fundraising5168Fundraising

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
PROGRAM EXPENSES9605780715100865256
PRINTING & PUBLICATIONS2124718757322458
MERCHANT FEES737257673631242
FEES/ORGANIZATION DUES70925483694915

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total10051Total
Program Services2968ProgramServices
Management And General573ManagementAndGeneral
Fundraising6510Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total1046783Total
Program Services845136ProgramServices
Management And General48900ManagementAndGeneral
Fundraising152747Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY126199BOY
EOY126057EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY17189BOY
EOY12175EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY44622BOY
EOY56436EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY17495BOY
EOY11559EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis2545588LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec672892LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY1921579BOY
EOY1872696EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY950064BOY
EOY1475779EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY53601BOY
EOY62160EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY3130749BOY
EOY3616862EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY37296BOY
EOY45141EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY84020BOY
EOY98790EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

FieldValueIRS element (for citing)
BOY265384BOY
EOY246716EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY264040BOY
EOY578143EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY650740BOY
EOY968790EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY2129747BOY
EOY2084540EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY211757BOY
EOY217431EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY138505BOY
EOY346101EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY2480009BOY
EOY2648072EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY3130749BOY
EOY3616862EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses124755ReconcilationRevenueExpenses
Reconciliation Unrealized Invest43308ReconciliationUnrealizedInvest
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedtrueFSAudited

FS Audited Basis FSAuditedBasis

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

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years714480CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years570510CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years656289CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year547794CurrentTaxYearMinus1Year
Current Tax Year766054CurrentTaxYear
Total3255127Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years714480CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years570510CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years656289CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year547794CurrentTaxYearMinus1Year
Current Tax Year766054CurrentTaxYear
Total3255127Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total292572AmountsSubstContributorsTotal
Public Support Total1702962555PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years-175354CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years17290CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years19259CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year23000CurrentTaxYearMinus1Year
Current Tax Year33120CurrentTaxYear
Total-82685Total

Net UBI NetUBI

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years41880CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years70081CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years39490CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year34438CurrentTaxYearMinus1Year
Current Tax Year32543CurrentTaxYear
Total218432Total

Other Income170 OtherIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years110744CurrentTaxYearMinus4Years
Current Tax Year Minus2 Years16958CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year5382CurrentTaxYearMinus1Year
Current Tax Year8203CurrentTaxYear
Total141287Total
FieldValueIRS element (for citing)
Total Support3532161TotalSupport
Gross Receipts From Admissions Etc1970783GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage1700.83870PublicSupportPertcentage170
Public Support Pertcent Prior Year0.84150PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

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

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Number DA Fs Held9NumberDAFsHeld
Number Funds Held16NumberFundsHeld
Donor Advised Contributions20165DonorAdvisedContributions
Contrib To Funds And Other Accounts499848ContribToFundsAndOtherAccounts
Grants Paid From Donor Funds23000GrantsPaidFromDonorFunds
Grants Funds And Other Accounts74384GrantsFundsAndOtherAccounts
Aggregate DAF Value315673AggregateDAFValue
Aggregate Fund Value1160017AggregateFundValue
Disclosed Orgs Legal ControltrueDisclosedOrgsLegalControl
Disclosed For Charitable PurposestrueDisclosedForCharitablePurposes

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance138380BeginningOfYearBalance
Contributions200610Contributions
Investment Earnings Or Losses19806InvestmentEarningsOrLosses
End Of Year Balance358796EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance141763BeginningOfYearBalance
Contributions910Contributions
Investment Earnings Or Losses-4293InvestmentEarningsOrLosses
End Of Year Balance138380EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance102666BeginningOfYearBalance
Contributions26180Contributions
Investment Earnings Or Losses12917InvestmentEarningsOrLosses
End Of Year Balance141763EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

FieldValueIRS element (for citing)
Beginning Of Year Balance86616BeginningOfYearBalance
Investment Earnings Or Losses16050InvestmentEarningsOrLosses
End Of Year Balance102666EndOfYearBalance

Current Year Minus4 Years CurrentYearMinus4Years

FieldValueIRS element (for citing)
Beginning Of Year Balance109816BeginningOfYearBalance
Contributions1000Contributions
Investment Earnings Or Losses-24200InvestmentEarningsOrLosses
End Of Year Balance86616EndOfYearBalance
FieldValueIRS element (for citing)
Permanent Endowment EOY Balance0.88000PermanentEndowmentEOYBalance
Term Endowment EOY Balance0.12000TermEndowmentEOYBalance
Endowments Held By Unrelated OrgstrueEndowmentsHeldByUnrelatedOrgs
Endowments Held By Related OrgsfalseEndowmentsHeldByRelatedOrgs

Land Land

FieldValueIRS element (for citing)
Other Cost Or Other Basis1019824OtherCostOrOtherBasis
Book Value1019824BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis1155894OtherCostOrOtherBasis
Depreciation499144Depreciation
Book Value656750BookValue

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Other Cost Or Other Basis270476OtherCostOrOtherBasis
Depreciation86121Depreciation
Book Value184355BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis66080OtherCostOrOtherBasis
Depreciation59072Depreciation
Book Value7008BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis33314OtherCostOrOtherBasis
Depreciation28555Depreciation
Book Value4759BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings1872696TotalOfBookValueLandBuildings

Other Securities OtherSecurities

FieldValueIRS element (for citing)
DescriptionINVESTMENTSDescription
Book Value1475779BookValue
Method Of ValuationFMethodOfValuation
FieldValueIRS element (for citing)
Total Of Book Value Securities1475779TotalOfBookValueSecurities

Other Liabilities OtherLiabilities (2 entries)

DescriptionDescriptionAmountAmount
INVESTMENT HELD UNDER AGENCY$573,463
CAPITAL LEASE PAYABLE$4,680
FieldValueIRS element (for citing)
Total Of Amounts578143TotalOfAmounts
Tot Revenue Etc Audited Fincl Stmt1232242TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments43308NetUnrealizedGainsInvestments
Other Revenues17396OtherRevenues
Revenue Not Rptd F99060704RevenueNotRptdF990
Revenue Subtotal1171538RevenueSubtotal
Total Revenue Per Form9901171538TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt1064179TotExpensesEtcAuditedFinclStmt
Other Expenses Included17396OtherExpensesIncluded
Expenses Not Rptd F99017396ExpensesNotRptdF990
Expenses Subtotal1046783ExpensesSubtotal
Total Expenses Per Form9901046783TotalExpensesPerForm990

Form990 Schedule D Part XIII Form990ScheduleDPartXIII (3 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
INTENDED USES FOR ENDOWMENT FUNDSSCHEDULE D, PAGE 2, PART V, LINE 4EARNINGS FROM ENDOWMENT FUNDS ARE AVAILABLE FOR GENERAL OPERATING USE OF THE ORGANIZATION. TEMPORARILY RESTRICTED ENDOWMENT FUNDS ARE AVAILABLE TO FUND AN ANNUAL LECTURE AND SCHOLARSHIPS.
REVENUE AMOUNTS INCLUDED IN FINANCIALS - OTHERSCHEDULE D, PAGE 4, PART XI, LINE 2DFUNDRAISING EXPENSES 17,396
EXPENSE AMOUNTS INCLUDED IN FINANCIALS - OTHERSCHEDULE D, PAGE 4, PART XII, LINE 2DFUNDRAISING EXPENSES 17,396

Schedule G IRS990ScheduleG

Events Information EventsInformation

FieldValueIRS element (for citing)
Name Of Event1GALANameOfEvent1
Gross Receipts Event119981GrossReceiptsEvent1
Gross Revenue Event119981GrossRevenueEvent1
Rent Facility Costs Event1971RentFacilityCostsEvent1
Food And Beverage Event111194FoodAndBeverageEvent1
Entertainment Event12657EntertainmentEvent1
Other Direct Expenses Event1175OtherDirectExpensesEvent1
Name Of Event2GOLFNameOfEvent2
Gross Receipts Event25618GrossReceiptsEvent2
Gross Revenue Event25618GrossRevenueEvent2
Rent Facility Costs Event21697RentFacilityCostsEvent2
Food And Beverage Event2702FoodAndBeverageEvent2
Gross Receipts Total25599GrossReceiptsTotal
Gross Revenue Total Events25599GrossRevenueTotalEvents
Rent Facility Costs Total Events2668RentFacilityCostsTotalEvents
Food And Beverage Total Events11896FoodAndBeverageTotalEvents
Entertainment Total Events2657EntertainmentTotalEvents
Other Direct Expenses Total Events175OtherDirectExpensesTotalEvents
Direct Expense Summary Events17396DirectExpenseSummaryEvents
Net Income Summary8203NetIncomeSummary

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records MaintainedtrueRecordsMaintained

Recipient Table RecipientTable

Recipient Name Business RecipientNameBusiness

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

Address US AddressUS

FieldValueIRS element (for citing)
Address Line125 BROADWAY SUITE 1700AddressLine1
CityNEW YORKCity
StateNYState
ZIP Code100041010ZIPCode
FieldValueIRS element (for citing)
EIN Of Recipient131624240EINOfRecipient
IRC Section501(C)IRCSection
Amount Of Cash Grant37437AmountOfCashGrant
Purpose Of GrantNATIONAL SUPPORTPurposeOfGrant
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants11TotalNbrOf501C3AndGovtGrants

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierPROCEDURES FOR MONITORING THE USE OF GRANT FUNDS INSIDE THE UNITED STATESIdentifier
Return ReferenceSCHEDULE I, PAGE 1, PART I, LINE 2ReturnReference
ExplanationPRIOR TO ISSUING GRANT FUNDS, WE REVIEW THE PROPOSED BUDGET AS TO WHERE THE FUNDS WILL BE ALLOCATED. FOR THE JFNA GRANT, AFTER THE FUNDS HAVE BEEN RELEASED, AN ANNUAL REPORT IS THEN ISSUED AND A SUBSEQUENT REVIEW TO CONFIRM PROPER ALLOCATION IS THEN COMPLETED.Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (9 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
ORGANIZATION'S MISSIONFORM 990 - ORGANIZATION'S MISSIONTHE ORGANIZATIONS'S PRIMARY EXEMPT PURPOSE IS TO BRING RICHNESS AND VITALITY TO EVERY ASPECT OF JEWISH LIFE IN OUR COMMUNINITY. WE OFFER MANY WAYS TO CONNECT WITH JEWISH LIFE BOTH HERE IN THE RALEIGH AND CARY AREAS AND THROUGHOUT THE WORLD. AS PART OF OUR EFFORTS TO BUILD A STRONG AND VIBRANT COMMUNITY, THE FEDERATION FOCUSES ON ENHANCING COMMUNITY LIFE AND JEWISH EDUCATION, AND SUPPORTING JEWISH FAMILIES AND CAUSES HERE AND AROUND THE GLOBE.
ALL OTHER ACCOMPLISHMENT DESCRIPTIONFORM 990, PAGE 2, PART III, LINE 4DCOMMUNICATIONS; JEWISH COMMUNITY RELATIONS COUNCIL AND EDUCATIONAL AND SOCIAL SUPPORT OF JEWISH CHARITIES.
ORGANIZATION'S PROCESS USED TO REVIEW FORM 990FORM 990, PAGE 6, PART VI, LINE 11BTREASURER, EXECUTIVE DIRECTOR AND DIRECTOR OF FINANCING REVIEW TAX RETURNS PRIOR TO SUBMISSION.
ENFORCEMENT OF CONFLICTS POLICYFORM 990, PAGE 6, PART VI, LINE 12CANNUAL REVIEW IS COMPLETED BY DEDICATED INDIVIDUAL TO MONITOR AND ENFORCE COMPLIANCE WITH THIS POLICY.
COMPENSATION PROCESS FOR TOP OFFICIALFORM 990, PAGE 6, PART VI, LINE 15ATHE EXECUTIVE COMMITTEE OF THE BOARD REVIEWS THE GOALS, ACHIEVEMENTS, AND COMPENSATION OF THE EXECUTIVE DIRECTOR ALONG WITH THE BUDGET/FINANCE COMMITTEE.
COMPENSATION PROCESS FOR OFFICERSFORM 990, PAGE 6, PART VI, LINE 15BTHE EXECUTIVE DIRECTOR AND BUDGET COMMITTEE REVIEW ALL SALARIES PRIOR TO THE APPROVAL BY THE BOARD.
GOVERNING DOCUMENTS DISCLOSURE EXPLANATIONFORM 990, PAGE 6, PART VI, LINE 19ANNUAL REPORT IS AVAILABLE ONLINE AND 990 FORM IS AVAILABLE UPON REQUEST.
OTHER FEES FOR SERVICESFORM 990, PART IX, LINE 11GSUBCONTRACTORS 113,676 610 34,800 SPEAKERS 182 0 0
RECONCILIATION OF CHANGES - OTHERFORM 990, PART XI, LINE 9FUNDRAISING EXPENSES 17,396 FUNDRAISING EXPENSES -17,396

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