JEWISH FEDERATION OF GREATER DAYTON INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- JEWISH FEDERATION OF GREATER DAYTON INC (EIN 31-0537488)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-08-13
- IRS object ID
- 201342259349302769
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-08-13T15:29:02-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 351476702 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRADY WARE & SCHOENFELD INC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE SOUTH MAIN STREET SUITE 600 | AddressLine1 |
| City | DAYTON | City |
| State | OH | State |
| ZIP Code | 454022088 | 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 | 310537488 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWISH FEDERATION OF GREATER DAYTON INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JEWI | NameControl |
| Phone | 9376101555 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 525 VERSAILLES DR | AddressLine1 |
| City | DAYTON | City |
| State | OH | State |
| ZIP Code | 45459 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CATHY GARDNER | Name |
| Title | EXECUTIVE VICE PRESIDENT | Title |
| Phone | 9376101555 | Phone |
| Date Signed | 2013-08-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TODD R ROBERTS | Name |
| PTIN | P00197560 | PTIN |
| Phone | 9372235247 | Phone |
| 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 | CATHY GARDNER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 525 VERSAILLES DRIVE | AddressLine1 |
| City | DAYTON | City |
| State | OH | State |
| ZIP Code | 45459 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 36962512 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | JEWISHDAYTON.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1910 | YearFormation |
| State Legal Domicile | OH | StateLegalDomicile |
| Activity Or Mission Description | THE JEWISH FEDERATION OF GREATER DAYTON CARES FOR THOSE IN NEED, STRENGTHENS JEWISH LIFE, AND CREATES CONNECTIONS AMONG JEWS - ACTING LOCALLY, IN ISRAEL, AND AROUND THE WORLD. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 32 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 32 | NbrIndependentVotingMembers |
| Total Nbr Employees | 78 | TotalNbrEmployees |
| Total Nbr Volunteers | 175 | TotalNbrVolunteers |
| Total Gross UBI | 83922 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -44369 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 3155665 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 3698201 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 1257318 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 1085493 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 2901595 | InvestmentIncomePriorYear |
| Investment Income Current Year | 799051 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 71997 | OtherRevenuePriorYear |
| Other Revenue Current Year | 269945 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 7386575 | TotalRevenuePriorYear |
| Total Revenue Current Year | 5852690 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1869659 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1746990 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 2960191 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 2183394 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 138002 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1359781 | OtherExpensePriorYear |
| Other Expenses Current Year | 1294374 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 6189631 | TotalExpensesPriorYear |
| Total Expenses Current Year | 5224758 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1196944 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 627932 | RevenuesLessExpensesCY |
| Total Assets BOY | 33791598 | TotalAssetsBOY |
| Total Assets EOY | 35655267 | TotalAssetsEOY |
| Total Liabilities BOY | 2413967 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1889569 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 31377631 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 33765698 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE JEWISH FEDERATION OF GREATER DAYTON IS THE CENTRAL ORGANIZATION ESTABLISHED TO FURTHER THE WELFARE OF THE JEWISH COMMUNITY. THE FEDERATION COORDINATES SOCIAL, WELFARE AND CULTURAL PROGRAMS; FOSTERS COOPERATION AMONG JEWISH ORGANIZATIONS; FACILITATES FUND-RAISING ACTIVITIES ON THE LOCAL AND NATIONAL LEVEL; AND STIMULATES PARTICIPATION AND INTEREST IN COMMUNITY-WIDE ACTIVITIES. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1297643 | Expense |
| Revenue | 804985 | Revenue |
| Description | DAYTON JEWISH COMMUNITY CENTER - DAYCARE, PRESCHOOL, CAMPS, ATHLETIC PROGRAMS AND FACILITIES, CULTURAL AND OTHER PROGRAMS. 86 MEMBERSHIP UNITS IN 2012, SERVED 104 CHILDREN IN CHILDCARE. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1054656 | Expense |
| Revenue | 205033 | Revenue |
| Description | FEDERATION - EDUCATIONAL AND COMMUNITY WIDE PROGRAMMING INCLUDING SERVICE TO ISRAEL. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 121027 | Expense |
| Revenue | 21524 | Revenue |
| Description | DAYTON JEWISH OBSERVER - MONTHLY PUBLICATION INCLUDING ADVERTISING. DISTRIBUTES 3,700 COPIES MONTHLY | Description |
Activity Other ActivityOther (4 entries)
| ExpenseExpense | RevenueRevenue | DescriptionDescription | GrantsGrants |
|---|---|---|---|
| 392452 | 6309 | SENIOR SERVICES - SENIOR OUTREACH, LUNCH SITE PROGRAM, TRANSPORTATION, AND PROGRAMS FOR THE ELDERLY. | |
| 28760 | SOCIAL SERVICES - SOCIAL SERVICE PROGRAMS INCLUDING FOOD PANTRY, FINANCIAL AID, AND STUDENT LOANS. | ||
| 1746990 | GRANTS AND OTHER ASSISTANCE TO ORGANIZATIONS AND INDIVIDUALS. | 1746990 | |
| 174179 | 0 | OTHER - PROGRAM SERVICES RELATED TO THE COVENANT HOUSE. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 2342381 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 1746990 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 6309 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 4815707 | 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 | 1 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 1 | 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 | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 1 | 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 | 1 | 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 | 8 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 78 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 1 | NonDeductibleContributions |
| Non Deductible Disclosure | 1 | NonDeductibleDisclosure |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Taxable Distributions | 0 | TaxableDistributions |
| Distribution To Donor | 0 | DistributionToDonor |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 32 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 32 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | 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 | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN DALES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9376101555 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 525 VERSAILLES DR | AddressLine1 |
| City | DAYTON | City |
| State | OH | State |
| ZIP Code | 45459 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (35 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| DR GARY YOURA | ||||||
| PRESIDENT | 1.00 | X | X | 0 | 0 | 0 |
| JUDY ABROMOWITZ | ||||||
| VP PROGRAMS/SERVICES | 1.00 | X | X | 0 | 0 | 0 |
| MELINDA DONER | ||||||
| VP RESOURCE DEVELOPMENT | 1.00 | X | X | 0 | 0 | 0 |
| DAVID PIERCE | ||||||
| VP ADMIN / TREASURER | 1.00 | X | X | 0 | 0 | 0 |
| MARY RITA WEISSMAN | ||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 |
| DEBBY GOLDENBERG | ||||||
| IMMEDIATE PAST PRESIDENT | 1.00 | X | X | 0 | 0 | 0 |
| DR MICHAEL ALBERT | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| PATRICIA CARUSO | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| RABBI JUDY CHESSIN | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| BETHANY EINSTEIN | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| BRUCE FELDMAN | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| JOEL FRYDMAN | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| DR HEATH GILBERT | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| MICHAEL GOLDSTEIN | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| ROBERT HEUMAN | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| DR BRADLEY JACOBS | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| DR MARTHA JACOBS | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| JAMES JACOBSON | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| KIM KWIATEK | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| LOUIS LEVIN | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| JUDY LIPTON | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| BEVERLY LOUIS | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| WALTER OHLMANN | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| LISA PIERCE | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| SAM RAJKOVICH | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| THOMAS SALDOFF | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| ANDREW SCHWARTZ | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| IRA SEGALEWITZ | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| MICHAEL SHANE | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| DR ANNE SHERBET | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| MELISSA SWEENY | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| MARY YOURA | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| LARRY SKOLNICK | ||||||
| EXECUTIVE VICE PRESIDENT | 40.00 | X | 182324 | 0 | 28943 | |
| CATHY GARDNER | ||||||
| EXECUTIVE VICE PRESIDENT | 40.00 | X | 5458 | 0 | 0 | |
| JILL STEELE | ||||||
| CHIEF FINANCIAL OFFICER | 40.00 | X | 88146 | 0 | 13305 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 275928 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 42248 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Federated Campaigns | 22673 | FederatedCampaigns |
| Membership Dues | 15510 | MembershipDues |
| Related Organizations | 1908394 | RelatedOrganizations |
| Government Grants | 47480 | GovernmentGrants |
| All Other Contributions | 1704144 | AllOtherContributions |
| Noncash Contributions | 59140 | NoncashContributions |
| Total Contributions | 3698201 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| DAYTON JEWISH COMM CTR | 624410 | 768705 | 768705 | |
| PROGRAM FEES | 624100 | 226557 | 226557 | |
| ADVERTISING | 511110 | 83922 | 83922 | |
| SENIOR SERVICES | 624100 | 6309 | 6309 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 1085493 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 374647 | TotalRevenueColumn |
| Exclusion | $374,647 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 369996 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 125188 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 244808 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 244808 | TotalRevenueColumn |
| Related Or Exempt Function Income | 244808 | RelatedOrExemptFunctionIncome |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 31232623 | Securities |
| Other | 176415 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 30877759 | Securities |
| Other | 106875 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 354864 | Securities |
| Other | 69540 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 424404 | TotalRevenueColumn |
| Exclusion | $424,404 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SHARED EXPENSES, REIMBURSEMENTS, | Description |
| Business Code | 624100 | BusinessCode |
| Total Revenue Column | 25137 | TotalRevenueColumn |
| Related Or Exempt Function Income | 25137 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 25137 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5852690 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1271516 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 83922 | UnrelatedBusinessRevenue |
| Exclusion | $799,051 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1731188 | Total |
| Program Services | 1731188 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15802 | Total |
| Program Services | 15802 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 318176 | Total |
| Program Services | 79545 | ProgramServices |
| Management And General | 151942 | ManagementAndGeneral |
| Fundraising | 86689 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1371969 | Total |
| Program Services | 1334595 | ProgramServices |
| Management And General | 24537 | ManagementAndGeneral |
| Fundraising | 12837 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 47670 | Total |
| Program Services | 44399 | ProgramServices |
| Management And General | 1832 | ManagementAndGeneral |
| Fundraising | 1439 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 360214 | Total |
| Program Services | 332328 | ProgramServices |
| Management And General | 6521 | ManagementAndGeneral |
| Fundraising | 21365 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 85365 | Total |
| Program Services | 64393 | ProgramServices |
| Management And General | 14146 | ManagementAndGeneral |
| Fundraising | 6826 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 56422 | Total |
| Program Services | 35370 | ProgramServices |
| Management And General | 21052 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20579 | Total |
| Program Services | 20579 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 139357 | Total |
| Program Services | 104495 | ProgramServices |
| Management And General | 26078 | ManagementAndGeneral |
| Fundraising | 8784 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 76262 | Total |
| Program Services | 76262 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 334084 | Total |
| Program Services | 334022 | ProgramServices |
| Management And General | 62 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23706 | Total |
| Program Services | 19612 | ProgramServices |
| Management And General | 4032 | ManagementAndGeneral |
| Fundraising | 62 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 182404 | Total |
| Program Services | 182404 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 103185 | Total |
| Program Services | 82699 | ProgramServices |
| Management And General | 20486 | ManagementAndGeneral |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| PROGRAM SUPPLIES | 129690 | 129690 |
| EQUIPMENT RENTAL AND MA | 80032 | 80032 |
| DIETARY | 78079 | 78079 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 70574 | Total |
| Program Services | 70213 | ProgramServices |
| Management And General | 361 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5224758 | Total |
| Program Services | 4815707 | ProgramServices |
| Management And General | 271049 | ManagementAndGeneral |
| Fundraising | 138002 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 230124 | BOY |
| EOY | 121020 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3649819 | BOY |
| EOY | 2505522 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 282365 | BOY |
| EOY | 112542 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 262306 | BOY |
| EOY | 35883 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 73450 | BOY |
| EOY | 73450 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 104705 | BOY |
| EOY | 98345 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 218769 | BOY |
| EOY | 265546 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 14181585 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 6884579 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7538228 | BOY |
| EOY | 7297006 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21356278 | BOY |
| EOY | 25070399 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 75554 | BOY |
| EOY | 75554 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33791598 | BOY |
| EOY | 35655267 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 392836 | BOY |
| EOY | 323389 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 325682 | BOY |
| EOY | 337085 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 639389 | BOY |
| EOY | 666259 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1056060 | BOY |
| EOY | 562836 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2413967 | BOY |
| EOY | 1889569 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8955133 | BOY |
| EOY | 22856929 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22422498 | BOY |
| EOY | 10908769 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31377631 | BOY |
| EOY | 33765698 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33791598 | BOY |
| EOY | 35655267 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 627932 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 1444011 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 316124 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4083810 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3453098 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2951091 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3155665 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3698201 | CurrentTaxYear |
| Total | 17341865 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4083810 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3453098 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2951091 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3155665 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3698201 | CurrentTaxYear |
| Total | 17341865 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 860329 | AmountsSubstContributorsTotal |
| Public Support Total170 | 16481536 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 637506 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 147154 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 251512 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 285681 | CurrentTaxYearMinus1Year |
| Current Tax Year | 374647 | CurrentTaxYear |
| Total | 1696500 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 146558 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 117869 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 86584 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 71997 | CurrentTaxYearMinus1Year |
| Current Tax Year | 36280 | CurrentTaxYear |
| Total | 459288 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 19497653 | TotalSupport |
| Gross Receipts From Admissions Etc | 20249190 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.84530 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.80460 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 53 | NumberDAFsHeld |
| Number Funds Held | 103 | NumberFundsHeld |
| Donor Advised Contributions | 2259257 | DonorAdvisedContributions |
| Contrib To Funds And Other Accounts | 344532 | ContribToFundsAndOtherAccounts |
| Grants Paid From Donor Funds | 1255243 | GrantsPaidFromDonorFunds |
| Grants Funds And Other Accounts | 1302393 | GrantsFundsAndOtherAccounts |
| Aggregate DAF Value | 13922021 | AggregateDAFValue |
| Aggregate Fund Value | 13048481 | AggregateFundValue |
| Disclosed Orgs Legal Control | 1 | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | 1 | DisclosedForCharitablePurposes |
| Agent Trustee Etc | 0 | AgentTrusteeEtc |
| Included On FS | 1 | IncludedOnFS |
| Explanation In Part XIII | X | ExplanationInPartXIII |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 12555269 | BeginningOfYearBalance |
| Contributions | 344532 | Contributions |
| Investment Earnings Or Losses | 1115158 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 867393 | GrantsOrScholarships |
| Administrative Expenses | 99085 | AdministrativeExpenses |
| End Of Year Balance | 13048481 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 13276236 | BeginningOfYearBalance |
| Contributions | 283413 | Contributions |
| Investment Earnings Or Losses | 379773 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1285526 | GrantsOrScholarships |
| Administrative Expenses | 98627 | AdministrativeExpenses |
| End Of Year Balance | 12555269 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 12772496 | BeginningOfYearBalance |
| Contributions | 206654 | Contributions |
| Investment Earnings Or Losses | 1892887 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1495189 | GrantsOrScholarships |
| Administrative Expenses | 100612 | AdministrativeExpenses |
| End Of Year Balance | 13276236 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 10741101 | BeginningOfYearBalance |
| Contributions | 890226 | Contributions |
| Investment Earnings Or Losses | 2467477 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1237421 | GrantsOrScholarships |
| Administrative Expenses | 88887 | AdministrativeExpenses |
| End Of Year Balance | 12772496 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 16362511 | BeginningOfYearBalance |
| Contributions | 188234 | Contributions |
| Investment Earnings Or Losses | -4728636 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 972166 | GrantsOrScholarships |
| Administrative Expenses | 108842 | AdministrativeExpenses |
| End Of Year Balance | 10741101 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 236382 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 1627051 | OtherCostOrOtherBasis |
| Book Value | 1863433 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 3119120 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 5727790 | OtherCostOrOtherBasis |
| Depreciation | 4535944 | Depreciation |
| Book Value | 4310966 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 1827795 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 451632 | OtherCostOrOtherBasis |
| Depreciation | 1557746 | Depreciation |
| Book Value | 721681 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 668593 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 523222 | OtherCostOrOtherBasis |
| Depreciation | 790889 | Depreciation |
| Book Value | 400926 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 7297006 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | LONG-TERM DEFINED BENEFIT OBLIGATION | Description |
| Amount | $562,836 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 562836 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART IV, LINE 2B: | THE ORGANIZATION HAS CUSTODY OF FUNDS FOR OTHER JEWISH COMMUNITY ORIENTED NOT FOR PROFITS, WHICH ARE MANAGED IN ONE FUND BY A FINANCIAL INSTITUTION. IN ADDITION, THE ORGANIZATION HAS BENEFICIAL INTEREST IN SPLIT INTEREST TRUSTS AND HAS CUSTODY OF THOSE FUNDS. | |
| PART X, LINE 2: | ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES - THE ORGANIZATION HAS ADOPTED ACCOUNTING RULES THAT PRESCRIBE WHEN TO RECOGNIZE, AND HOW TO MEASURE, THE FINANCIAL STATEMENT EFFECTS OF INCOME TAX POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, ON ITS INCOME TAX RETURNS. THESE RULES REQUIRE MANAGEMENT TO EVALUATE THE LIKELIHOOD THAT, UPON EXAMINATION BY RELEVANT TAXING JURISDICTIONS, THOSE INCOME TAX POSITIONS WOULD BE SUSTAINED. BASED ON THE EVALUATION, THE ORGANIZATION ONLY RECOGNIZES THE MAXIMUM BENEFIT OF EACH INCOME TAX POSITION THAT IS MORE THAN 50% LIKELY OF BEING SUSTAINED. TO THE EXTENT THAT ALL, OR A PORTION OF, THE BENEFITS OF AN INCOME TAX POSITION ARE NOT RECOGNIZED, A LIABILITY WOULD BE RECOGNIZED FOR THE UNRECOGNIZED BENEFITS, ALONG WITH ANY INTEREST AND PENALTIES THAT WOULD RESULT FROM DISALLOWANCE OF THE POSITION. SHOULD ANY SUCH PENALTIES AND INTEREST BE INCURRED, THEY WOULD BE RECOGNIZED AS OPERATING EXPENSES. BASED ON THE RESULTS OF MANAGEMENT'S EVALUATION, NO LIABILITY HAS BEEN RECOGNIZED IN THE ACCOMPANYING BALANCE SHEETS FOR UNCERTAIN INCOME TAX POSITIONS. FURTHER, NO INTEREST OR PENALTIES HAVE BEEN ACCRUED OR CHARGED TO EXPENSE AS OF DECEMBER 31, 2012 AND 2011, OR FOR THE YEARS THEN ENDED. THE FEDERAL INFORMATIONAL RETURNS FOR THE ORGANIZATION FOR 2009, 2010, AND 2011 ARE SUBJECT TO EXAMINATION BY TAXING AUTHORITIES, GENERALLY FOR THREE YEARS AFTER THE DUE DATE. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 0 | RecordsMaintained |
Recipient Table RecipientTable (11 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant | EIN Of RecipientEINOfRecipient |
|---|---|---|---|---|---|---|
| OHIO JEWISH COMMUNITIES | ||||||
| 50 W BROAD ST | COLUMBUS | OH | 43215 | 11970 | SUPPORT ALLOCATION | |
| HILLEL ACADEMY | ||||||
| 305 SUGAR CAMP CIRCLE | DAYTON | OH | 45406 | 55000 | SUPPORT ALLOCATION | 310643610 |
| MIAMI UNIVERSITY HILLEL | ||||||
| 11 E WALNUT STREET | OXFORD | OH | 45056 | 10000 | SUPPORT ALLOCATION | |
| HILLEL CONSORTIUM | ||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 44122 | 13750 | SUPPORT ALLOCATION | |
| JEWISH FEDERATION OF NORTH AMERICA | ||||||
| 25 BROADWAY SUITE 1700 | NEW YORK | NY | 10004 | 312970 | SUPPORT ALLOCATION | 131624240 |
| UNIVERSITY GRANTS INFO LIMITED DUE TO EFILE RESTRICTIONS AVAIL ON REQUEST | ||||||
| 117575 | SUPPORT ALLOCATION | |||||
| HUMAN SERVICE GRANTS INFO LIMITED DUE TO EFILE RESTRICTIONS | ||||||
| 28750 | SUPPORT ALLOCATION | |||||
| ART GRANTS INFO LIMITED DUE TO EFILE RESTRICTIONS AVAIL ON REQUEST | ||||||
| 42670 | SUPPORT ALLOCATION | |||||
| HEALTH GRANTS INFO LIMITED DUE TO EFILE RESTRICTIONS AVAIL ON REQUEST | ||||||
| 68238 | SUPPORT ALLOCATION | |||||
| JEWISH RELATED GRANTS INFO LIMITED DUE TO EFILE RESTRICTIONS ON REQUEST | ||||||
| 1040710 | SUPPORT ALLOCATION | |||||
| OTHER GRANTS INFO LIMITED DUE TO EFILE RESTRICTIONS AVAIL ON REQUEST | ||||||
| 29555 | SUPPORT ALLOCATION | |||||
Form990 Schedule I Part III Form990ScheduleIPartIII (3 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Method Of ValuationMethodOfValuation | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance |
|---|---|---|---|---|---|
| MEDICAL BILLS | 4 | 1008 | FMV | ||
| LIVING EXPENSES (RENT AND UTILITIES) | 10 | 3861 | FMV | ||
| CONSUMABLES (FOOD AND CLOTHING) | 900 | 2168 | FMV | 8765 | FOOD |
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: THE ORGANIZATION REQUIRES ANNUAL OUTCOME REPORTING BY GRANT RECIPIENTS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | LARRY SKOLNICK | NamePerson |
| Title | EXECUTIVE VICE PRESIDENT | Title |
| Base Compensation Filing Org | 182324 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 6891 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 22052 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 211267 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 7972 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule L IRS990ScheduleL
Loan Table LoanTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | PETER WELLS | NamePerson |
| Purpose Of Loan | LIFE INSURANCE | PurposeOfLoan |
| Loan From Organization | X | LoanFromOrganization |
| Original Principal | $73,450 | OriginalPrincipalAmount |
| Balance Due | 73450 | BalanceDue |
| Default | 0 | Default |
| Approved By Board | 1 | ApprovedByBoard |
| Written Agreement | 1 | WrittenAgreement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 73450 | TotalBalanceDue |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 9 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 59140 | 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 | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | THIRD PARTY USE: | Identifier |
| Return Reference | PART I, LINE 32B: | ReturnReference |
| Explanation | WHEN THE ORGANIZATION RECEIVES NON-CASH CONTRIBUTIONS FOR WHICH IT DOES NOT HAVE THE EXPERTISE TO DISPOSE OF, IT CONTRACTS WITH THIRD PARTIES TO SELL THE ASSETS. THERE WERE NO ASSETS SOLD IN 2012 BY THIRD PARTIES. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | GARY YOURA HAS A "FAMILY" RELATIONSHIP WITH MARY YOURA DAVID PIERCE HAS A "FAMILY" RELATIONSHIP WITH LISA PIERCE MELINDA DONER HAS A "FAMILY" RELATIONSHIP WITH JOEL FRYDMAN BRADLEY JACOBS HAS A "FAMILY" RELATIONSHIP WITH MARTHA JACOBS | |
| FORM 990, PART VI, SECTION B, LINE 11 | FORM 990 IS REVIEWED PRIOR TO BEING FILED BY THE EXECUTIVE COMMITTEE. | |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH YEAR, NEW CONFLICT OF INTEREST FORMS ARE DISTRIBUTED, CONCERNS THAT MAY PRESENT A CONFLICT ARE ADDRESSED AT THAT TIME. IN ADDITION, THERE IS A REVIEW OF POTENTIAL CONFLICT WITH EACH ACTION ITEM AND IF THERE IS A CONFLICT, BOARD MEMBERS ARE REQUIRED TO RECUSE THEMSELVES FROM VOTING ON THAT ITEM. | |
| FORM 990, PART VI, SECTION B, LINE 15 | ANNUALLY THE OFFICERS OF THE FEDERATION MEET AND PERFORM A REVIEW. WHEN DELIBERATIONS ARE BEING MADE AS TO SALARY ADJUSTMENTS THE GROUP UTILIZES COMPARABLE DATA FROM UJC FOR OTHER LIKE SIZED FEDERATION EXECUTIVES COMPENSATION PACKAGES TO DETERMINE ANY COMPENSATION ADJUSTMENTS. | |
| FORM 990, PART VI, SECTION C, LINE 19 | ANY MEMBER OF THE COMMUNITY CAN REQUEST COPIES. WHEN CHANGES ARE MADE TO GOVERNING DOCUMENTS, THOSE CHANGES ARE PUBLISHED IN THE OBSERVER. | |
| FORM 990, PART XI, LINE 9: | DECREASE IN PENSION PLAN LIABILITY 316,124. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C | THE BOARD OF DIRECTORS HAS THE RESPONSIBILITY OF SELECTING THE INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. | OVERSIGHT OF FINANCIAL STATEMENT AUDIT |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COVENANT MANOR INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4951 DENLINGER RD | AddressLine1 |
| City | DAYTON | City |
| State | OH | State |
| ZIP Code | 45426 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311011624 | EIN |
| Primary Activities | APARTMENT COMPLEX - HUD PROJECT | PrimaryActivities |
| Legal Domicile State | OH | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | 170(B)(1)(A)(VI) | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWISH FEDERATION OF GREATER DAYTON INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 0 | 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 |
Comments