YOUNGSTOWN AREA JEWISH FEDERATION: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
YOUNGSTOWN AREA JEWISH FEDERATION (EIN 34-0714442)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-11-13
IRS object ID
201203189349302635
Schema version
2011v1.2
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)
Timestamp2012-11-13T12:50:13-06:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN250988255EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1CARBIS WALKER LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line15700 CORPORATE DRIVE STE 650AddressLine1
CityPITTSBURGHCity
StatePAState
ZIP Code15237ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN340714442EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1YOUNGSTOWN AREA JEWISH FEDERATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlYOUNNameControl
Phone3307463251Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1505 GYPSY LANEAddressLine1
CityYOUNGSTOWNCity
StateOHState
ZIP Code44504ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameSAM KOOPERMANName
TitleEXECUTIVE VICE PRESIDENTTitle
Phone3307463251Phone
Date Signed2012-11-12DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameJEFFREY J PETRELL CPAName
PTINP00138808PTIN
Phone4126356270Phone
Date Prepared2012-11-09DatePrepared
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonSAM KOOPERMANNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1505 GYPSY LANEAddressLine1
CityYOUNGSTOWNCity
StateOHState
ZIP Code44504ZIPCode
FieldValueIRS element (for citing)
Gross Receipts10166708GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.JEWISHYOUNGSTOWN.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1935YearFormation
State Legal DomicileOHStateLegalDomicile
Activity Or Mission DescriptionTHE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO FUND PROGRAMS WHICH ALLOW THE RESIDENTS OF THE MAHONING VALLEY TO GROW SOCIALLY AND CULTURALLY.ActivityOrMissionDescription
Nbr Voting Members Governing Body28NbrVotingMembersGoverningBody
Nbr Independent Voting Members23NbrIndependentVotingMembers
Total Nbr Employees301TotalNbrEmployees
Total Nbr Volunteers100TotalNbrVolunteers
Total Gross UBI58313TotalGrossUBI
Net Unrelated Business Txbl Income-11135NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year2460339ContributionsGrantsPriorYear
Contributions Grants Current Year1391687ContributionsGrantsCurrentYear
Program Service Revenue Prior Year7929983ProgramServiceRevenuePriorYear
Program Service Revenue CY7993822ProgramServiceRevenueCY
Investment Income Prior Year523736InvestmentIncomePriorYear
Investment Income Current Year437022InvestmentIncomeCurrentYear
Other Revenue Prior Year189336OtherRevenuePriorYear
Other Revenue Current Year247343OtherRevenueCurrentYear
Total Revenue Prior Year11103394TotalRevenuePriorYear
Total Revenue Current Year10069874TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year1056051GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY1059528GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year6060027SalariesEtcPriorYear
Salaries Etc Current Year6060967SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year275568TotalFundrsngExpCurrentYear
Other Expense Prior Year3827208OtherExpensePriorYear
Other Expenses Current Year4009428OtherExpensesCurrentYear
Total Expenses Prior Year10943286TotalExpensesPriorYear
Total Expenses Current Year11129923TotalExpensesCurrentYear
Revenues Less Expenses Prior Year160108RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-1060049RevenuesLessExpensesCY
Total Assets BOY35769011TotalAssetsBOY
Total Assets EOY42060615TotalAssetsEOY
Total Liabilities BOY6223163TotalLiabilitiesBOY
Total Liabilities EOY9268710TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY29545848NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY32791905NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionTHE GENERAL PURPOSES OF THE YOUNGSTOWN AREA JEWISH FEDERATION SHALL BE TO PROMOTE THE WELFARE OF THE JEWISH PEOPLE, LOCALLY, NATIONALLY AND OVERSEAS. THEREFORE, THE OBJECTIVES OF THIS ORGANIZATION SHALL BE:1. TO COORDINATE AND ENRICH THE RELIGIOUS, EDUCATIONAL, CULTURAL AND SOCIAL LIFE OF THE JEWISH COMMUNITY WITHIN THE YOUNGSTOWN AREA JEWISH FEDERATION;2. TO FACILITATE INVOLVEMENT WITH THE JEWS OF ISRAEL AND ELSEWHERE IN THE WORLD;3. TO RAISE FUNDS FOR THE SUPPORT OF LOCAL, NATIONAL AND INTERNATIONAL JEWISH PHILANTHROPIC PURPOSES;4. TO PROVIDE THE CENTRAL PLANNING, COORDINATION AND ADMINISTRATION OF LOCAL JEWISH COMMUNAL SERVICES;5. TO PROMOTE AND PROTECT THE CIVIC, ECONOMIC AND RELIGIOUS RIGHTS OF THE JEWISH PEOPLE;6. TO REPRESENT THE JEWISH COMMUNITY IN INTERFAITH AND INTERGROUP ACTIVITIES, AND PROMOTE INCREASED PARTICIPATION AND INTEREST IN WORTHWHILE COMMUNITY ENDEAVORS; AND 7. TO RAISE THE NECESSARY FUNDS TO PROVIDE FOR THE NEEDS OF THE JEWISH PEOPLEMissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense5799482Expense
Revenue5712679Revenue
DescriptionHERITAGE MANOR NURSING HOME GERIATRIC RESIDENTIAL CARE NURSING HOME.Description

Activity2 Activity2

FieldValueIRS element (for citing)
Expense1059528Expense
Grants1059528Grants
Revenue148083Revenue
DescriptionGRANTS AND ALLOCATIONS TO VARIOUS CHARITABLE ORGANIZATIONS FOR SPECIFIC PURPOSES.Description

Activity3 Activity3

FieldValueIRS element (for citing)
Expense1840314Expense
Revenue1146675Revenue
DescriptionJEWISH COMMUNITY CENTER SOCIAL, RECREATIONAL, CULTURAL, PHYSICAL EDUCATION, NURSERY SCHOOL, DAY CARE, ETC.Description

Activity Other ActivityOther (4 entries)

ExpenseExpenseRevenueRevenueDescriptionDescription
357855127961JEWISH FAMILY SERVICES GENERAL SOCIAL CASE WORK AND GUARDIANSHIPS.
703481165JEWISH JOURNAL.
55436JEWISH COMMUNITY RELATIONS COUNCIL.
888078816378LEVY GARDENS ASSISTED LIVING FACILITY.
FieldValueIRS element (for citing)
Total Of Other Program Service Exp1371717TotalOfOtherProgramServiceExp
Total Of Other Program Service Rev945504TotalOfOtherProgramServiceRev
Total Program Service Expense10071041TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities1LobbyingActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds1DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments1TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities1ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets1ReportOtherAssets
Report Other Liabilities1ReportOtherLiabilities
Report Fin48 Footnote1ReportFin48Footnote
Independent Audit Financial Stmt1IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations1GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP1LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member1BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp1OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transaction Related Entity0TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With109635NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees301NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income1UnrelatedBusinessIncome
Form990-T Filed1Form990-TFiled
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions1QuidProQuoContributions
Quid Pro Quo Disclosure1QuidProQuoDisclosure
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Excess Business Holdings0ExcessBusinessHoldings
Taxable Distributions0TaxableDistributions
Distribution To Donor0DistributionToDonor
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members28NbrVotingGoverningBodyMembers
Number Independent Voting Members23NumberIndependentVotingMembers
Family Or Business Relationship1FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledPAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledOHStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1DAVID J STAUFFER CFOBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number3307463251TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1505 GYPSY LANEAddressLine1
CityYOUNGSTOWNCity
StateOHState
ZIP Code44501ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (31 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationKey EmployeeKeyEmployee
WILLIAM BENEDIKT
PRESIDENT1.00XX000
BRUCE LEV
PRESIDENT-ELECT1.00XX000
GARY CLAYMAN
VP/HUMAN SERVICES PRESIDEN1.00XX000
AMY HENDRICKS
TREASURER1.00XX000
SCOTT LEWIS
VP/JCRC PRESIDENT1.00XX000
TOD NEWMAN
VP/JCC PRESIDENT1.00XX000
SAM SHAPIRO
SECRETARY1.00XX000
JEFF SIMON
BOARD MEMBER1.00X000
ALAN MIRKIN
IMMEDIATE PAST PRESIDENT1.00X000
MARC SILVERMAN
BOARD MEMBER1.00X000
SAM A ROTH
PAST PRESIDENT1.00X000
MYRA BENEDIKT
PAST PRESIDENT1.00X000
DR RONALD ROTH
PAST PRESIDENT1.00X000
BRUCE SHERMAN
PAST PRESIDENT1.00X000
LEE BURDMAN
BOARD MEMBER1.00X000
FLORENCE HARSHMAN
HONORARY VP1.00X000
ATTY ALAN KRETZER
BOARD MEMBER1.00X000
PAUL SCHWEBEL
BOARD MEMBER1.00X000
ATTY ROBERT LEV
BOARD MEMBER1.00X000
RABBI JOSEPH SCHONBERGER
BOARD MEMBER1.00X000
NEIL KABACK
BOARD MEMBER1.00X000
NANCY WAGNER
BOARD MEMBER1.00X000
PETER GRINSTEIN
BOARD MEMBER1.00X000
LOUIS EPSTEIN
PAST PRESIDENT1.00X000
JAMES PAZOL
PAST PRESIDENT1.00X000
IRVING LEV
HONORARY VP1.00X000
ATTY JEFF GRINSTEIN
BOARD MEMBER1.00X000
ALAN NATHAN
BOARD MEMBER1.00X000
SAM KOOPERMAN
EXECUTIVE VP40.00X142788035517
DAVID STAUFFER
CFO40.00X78784016680
GARY WEISS
NURSING HOME ADMINISTRATOR40.00151514020877X
FieldValueIRS element (for citing)
Total Reportable Comp From Org373086TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation73074TotalOtherCompensation
Number Individuals GT100 K2NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
MUTUAL OF AMERICA
PO BOX 2493NEW YORKNY10185PENSION BENEFITS921169
ANTHEM
PO BOX 105673ATLANTAGA30348HEALTH INSURANCE587782
PREMIER THERAPY
701 SHARON ROADBEAVERPA15009THERAPY SERVICES351991
GORDON FOOD SERVICE INC
PO BOX 1787GRAND RAPIDSMI49501FOOD SERVICES147334
ALLEN'S PHARMASERV INC
520 GYPSY LANEYOUNGSTOWNOH44504PHARMACY SERVICES105555
FieldValueIRS element (for citing)
Number Of Contractors GT100 K5NumberOfContractorsGT100K
Federated Campaigns43306FederatedCampaigns
Fundraising Events64350FundraisingEvents
All Other Contributions1284031AllOtherContributions
Total Contributions1391687TotalContributions

Program Service Revenue ProgramServiceRevenue (5 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
HERITAGE MANOR90009957126795712679
JEWISH COMMUNITY CENTE90009911466751146675
LEVY GARDENS900099816378816378
ENDOWMENT900099148083148083
JEWISH FAMILY SERVICES900099127961127961

Total Oth Program Service Revenue TotalOthProgramServiceRevenue

FieldValueIRS element (for citing)
Total Revenue Column42046TotalRevenueColumn
Related Or Exempt Function Income1165RelatedOrExemptFunctionIncome
Unrelated Business Revenue40881UnrelatedBusinessRevenue
FieldValueIRS element (for citing)
Total Program Service Revenue7993822TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column252873TotalRevenueColumn
Exclusion$252,873ExclusionAmount

Gross Rents GrossRents

FieldValueIRS element (for citing)
Real112249Real

Less Rental Expenses LessRentalExpenses

FieldValueIRS element (for citing)
Real70112Real

Rental Income Or Loss RentalIncomeOrLoss

FieldValueIRS element (for citing)
Real42137Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column42137TotalRevenueColumn
Exclusion$42,137ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities184149Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities0Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities184149Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column184149TotalRevenueColumn
Exclusion$184,149ExclusionAmount
FieldValueIRS element (for citing)
Gross Income Fundraising Events27534GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events64350CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses22597FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column4937TotalRevenueColumn
Exclusion$4,937ExclusionAmount
FieldValueIRS element (for citing)
Gross Income Gaming5734GrossIncomeGaming
Gaming Direct Expenses2001GamingDirectExpenses

Net Income From Gaming NetIncomeFromGaming

FieldValueIRS element (for citing)
Total Revenue Column3733TotalRevenueColumn
Exclusion$3,733ExclusionAmount
FieldValueIRS element (for citing)
Gross Sales Of Inventory1575GrossSalesOfInventory
Cost Of Goods Sold2124CostOfGoodsSold

Net Income Or Loss NetIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column-549TotalRevenueColumn
Unrelated Business Revenue-549UnrelatedBusinessRevenue

Other Revenue Misc OtherRevenueMisc (2 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnExclusionExclusionAmountUnrelated Business RevenueUnrelatedBusinessRevenue
ADMIN - SERVICES900099179104$179,104
GRAPHICS INCOME9000991798117981
FieldValueIRS element (for citing)
Total Other Revenue197085TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column10069874TotalRevenueColumn
Related Or Exempt Function Income7952941RelatedOrExemptFunctionIncome
Unrelated Business Revenue58313UnrelatedBusinessRevenue
Exclusion$666,933ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total1059528Total
Program Services1059528ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total273769Total
Management And General273769ManagementAndGeneral

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total4710344Total
Program Services4362855ProgramServices
Management And General190504ManagementAndGeneral
Fundraising156985Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total187697Total
Program Services173422ProgramServices
Management And General4201ManagementAndGeneral
Fundraising10074Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total509799Total
Program Services463988ProgramServices
Management And General42610ManagementAndGeneral
Fundraising3201Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total379358Total
Program Services337212ProgramServices
Management And General29744ManagementAndGeneral
Fundraising12402Fundraising

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total21492Total
Program Services18057ProgramServices
Management And General2772ManagementAndGeneral
Fundraising663Fundraising

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total36900Total
Program Services25461ProgramServices
Management And General4059ManagementAndGeneral
Fundraising7380Fundraising

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total774428Total
Program Services730878ProgramServices
Management And General29407ManagementAndGeneral
Fundraising14143Fundraising

Advertising Advertising

FieldValueIRS element (for citing)
Total19665Total
Program Services19314ProgramServices
Management And General351ManagementAndGeneral

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total91835Total
Program Services74320ProgramServices
Management And General9692ManagementAndGeneral
Fundraising7823Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total62246Total
Program Services43729ProgramServices
Management And General13229ManagementAndGeneral
Fundraising5288Fundraising

Occupancy Occupancy

FieldValueIRS element (for citing)
Total382623Total
Program Services382623ProgramServices

Travel Travel

FieldValueIRS element (for citing)
Total64513Total
Program Services27991ProgramServices
Management And General16575ManagementAndGeneral
Fundraising19947Fundraising

Interest Interest

FieldValueIRS element (for citing)
Total1521Total
Management And General1521ManagementAndGeneral

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total529779Total
Program Services481645ProgramServices
Management And General38730ManagementAndGeneral
Fundraising9404Fundraising

Insurance Insurance

FieldValueIRS element (for citing)
Total152498Total
Program Services85784ProgramServices
Management And General63411ManagementAndGeneral
Fundraising3303Fundraising

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
DIETARY COSTS476969476969
TAXES AND LICENSES3017312994532278
MISCELLANEOUS297591244940445408111
MEDICAL & DRUGS231806231806

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total563831Total
Program Services531066ProgramServices
Management And General15921ManagementAndGeneral
Fundraising16844Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total11129923Total
Program Services10071041ProgramServices
Management And General783314ManagementAndGeneral
Fundraising275568Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
EOY2065EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY601162BOY
EOY1831508EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY239043BOY
EOY326120EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY988550BOY
EOY1103384EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY175858BOY
EOY182544EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis16733553LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec9086305LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY7933696BOY
EOY7647248EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY25021102BOY
EOY26539718EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY809600BOY
EOY4428028EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY35769011BOY
EOY42060615EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY5006621BOY
EOY1094215EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY456876BOY
EOY484659EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY759666BOY
EOY7689836EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY6223163BOY
EOY9268710EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY18575647BOY
EOY17582126EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY9421589BOY
EOY13867661EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY1548612BOY
EOY1342118EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY29545848BOY
EOY32791905EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY35769011BOY
EOY42060615EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses-1060049ReconcilationRevenueExpenses
Reconcilation Other Changes4306106ReconcilationOtherChanges
Info In Schedule O Part XIIXInfoInScheduleOPartXII
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement SeparateXFinancialStatementSeparate
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years2524718CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years2517323CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years1968193CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year2460339CurrentTaxYearMinus1Year
Current Tax Year1391687CurrentTaxYear
Total10862260Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years2524718CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years2517323CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years1968193CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year2460339CurrentTaxYearMinus1Year
Current Tax Year1391687CurrentTaxYear
Total10862260Total
FieldValueIRS element (for citing)
Public Support Total17010862260PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years661952CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years622822CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years619955CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year571371CurrentTaxYearMinus1Year
Current Tax Year549271CurrentTaxYear
Total3025371Total

Other Income170 OtherIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years3429194CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years430494CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years234586CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year213922CurrentTaxYearMinus1Year
Current Tax Year231928CurrentTaxYear
Total4540124Total
FieldValueIRS element (for citing)
Total Support18427755TotalSupport
Gross Receipts From Admissions Etc38773783GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage1700.58950PublicSupportPertcentage170
Public Support Pertcent Prior Year0.56190PublicSupportPertcentPriorYear
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 C IRS990ScheduleC

FieldValueIRS element (for citing)
Volunteers0Volunteers
Paid Staff Or Management1PaidStaffOrManagement
Media Advertisements0MediaAdvertisements
Mailings Members0MailingsMembers
Publications Or Broadcast0PublicationsOrBroadcast
Grants Other Organizations0GrantsOtherOrganizations
Direct Contact Legislators1DirectContactLegislators
Direct Contact Legislators$4,927DirectContactLegislatorsAmount
Rallies Demonstrations0RalliesDemonstrations
Other Activities0OtherActivities
Total Lobbying Expenditures IIB4927TotalLobbyingExpendituresIIB
Not Described In501c30NotDescribedIn501c3

Form990 Schedule C Part IV Form990ScheduleCPartIV

FieldValueIRS element (for citing)
IdentifierEXPLANATION OF LOBBYING ACTIVITIES:Identifier
Return ReferencePART II-B, LINE 1:ReturnReference
ExplanationAN EMPLOYEE OF YOUNGSTOWN AREA JEWISH FEDERATION SPENDS PART OF THEIR TIME CONTACTING LEGISLATORS AND GOVERNMENT OFFICIALS TO SUPPORT SOCIAL ISSUES THAT WILL AFFECT THE JEWISH COMMUNITY.Explanation

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Number DA Fs Held24NumberDAFsHeld
Number Funds Held76NumberFundsHeld
Donor Advised Contributions66580DonorAdvisedContributions
Contrib To Funds And Other Accounts6060336ContribToFundsAndOtherAccounts
Aggregate DAF Value1845627AggregateDAFValue
Aggregate Fund Value19631964AggregateFundValue
Disclosed Orgs Legal Control1DisclosedOrgsLegalControl
Disclosed For Charitable Purposes1DisclosedForCharitablePurposes

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance17440704BeginningOfYearBalance
Contributions6131915Contributions
Investment Earnings Or Losses-506057InvestmentEarningsOrLosses
Other Expenditures892876OtherExpenditures
Administrative Expenses558194AdministrativeExpenses
End Of Year Balance21615492EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance18894004BeginningOfYearBalance
Contributions1349066Contributions
Investment Earnings Or Losses2192640InvestmentEarningsOrLosses
Other Expenditures2062888OtherExpenditures
Administrative Expenses404415AdministrativeExpenses
End Of Year Balance19968407EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance14910796BeginningOfYearBalance
Contributions1879986Contributions
Investment Earnings Or Losses3286811InvestmentEarningsOrLosses
Other Expenditures1014184OtherExpenditures
Administrative Expenses169405AdministrativeExpenses
End Of Year Balance18894004EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

FieldValueIRS element (for citing)
Beginning Of Year Balance20921412BeginningOfYearBalance
Contributions984598Contributions
Investment Earnings Or Losses-4507140InvestmentEarningsOrLosses
Other Expenditures2282151OtherExpenditures
Administrative Expenses205923AdministrativeExpenses
End Of Year Balance14910796EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance0.30000BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.06000PermanentEndowmentEOYBalance
Term Endowment EOY Balance0.64000TermEndowmentEOYBalance
Endowments Held By Unrelated Orgs0EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs0EndowmentsHeldByRelatedOrgs

Land Land

FieldValueIRS element (for citing)
Other Cost Or Other Basis91070OtherCostOrOtherBasis
Book Value91070BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis13821332OtherCostOrOtherBasis
Depreciation7256947Depreciation
Book Value6564385BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis2157590OtherCostOrOtherBasis
Depreciation1549246Depreciation
Book Value608344BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis663561OtherCostOrOtherBasis
Depreciation280112Depreciation
Book Value383449BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings7647248TotalOfBookValueLandBuildings

Other Securities OtherSecurities (5 entries)

DescriptionDescriptionBook ValueBookValueMethod Of ValuationMethodOfValuation
MARKETABLE SECURITIES20103740F
LAND AND BLDG HELD FOR SALE64349C
INVESTMENT IN REAL ESTATE PARTNERSHIP89065C
CASH VALUE OF LIFE INSURANCE273771C
MUTUAL FUNDS6008793F
FieldValueIRS element (for citing)
Total Of Book Value Securities26539718TotalOfBookValueSecurities

Other Assets OtherAssets

FieldValueIRS element (for citing)
DescriptionLONG TERM RECEIVABLESDescription
Book Value4428028BookValue
FieldValueIRS element (for citing)
Total Book Value Other Assets4428028TotalBookValueOtherAssets

Other Liabilities OtherLiabilities (3 entries)

DescriptionDescriptionAmountAmount
GIFT ANNUITY PAYABLE$4,093,611
ACCRUED PENSION LIABILITY$1,268,140
FUNDS INVESTED FOR OTHER ORGANIZATIONS$2,328,085
FieldValueIRS element (for citing)
Total Of Amounts7689836TotalOfAmounts
Total Revenue10069874TotalRevenue
Total Expenses11129923TotalExpenses
Excess Or Deficit For Year-1060049ExcessOrDeficitForYear
Net Unrealized GL On Investments-736219NetUnrealizedGLOnInvestments
Other$5,042,325OtherAmount
Total Adjustments4306106TotalAdjustments
Excess Or Deficit Per FS3246057ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt10139986TotRevenueEtcAuditedFinclStmt
Other Revenues70112OtherRevenues
Revenue Not Rptd F99070112RevenueNotRptdF990
Revenue Subtotal10069874RevenueSubtotal
Revenue Not Rptd On Fin Stmt0RevenueNotRptdOnFinStmt
Total Revenue Per Form99010069874TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt11200035TotExpensesEtcAuditedFinclStmt
Other Expenses Included70112OtherExpensesIncluded
Expenses Not Rptd F99070112ExpensesNotRptdF990
Expenses Subtotal11129923ExpensesSubtotal
Expenses Not Rptd On Fin Stmt0ExpensesNotRptdOnFinStmt
Total Expenses Per Form99011129923TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS:PART V, LINE 4:TO PROVIDE UNRESTRICTED FUNDS TO HELP MEET COMMUNITY NEEDS NOW AND IN THE FUTURE OR TO PROVIDE PERMANENT RESOURCES TO AID IDENTIFIED PROGRAMS, PROJECTS, AGENCIES, ORGANIZATIONS, OR INITIATIVES THAT ARE OF PARTICULAR INTEREST TO YOU AND YOUR FAMILY.
DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:PART X:THE FEDERATION FOLLOWS THE GUIDANCE FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ORGANIZATION'S FINANCIAL STATEMENTS THAT PRESCRIBES A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD HAS BEEN MET. THE GUIDANCE ALSO ADDRESSES DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, AND DISCLOSURE. THE FEDERATION HAS DETERMINED THAT THIS GUIDANCE HAD NO MATERIAL EFFECT ON THE FINANCIAL STATEMENTS. THE FEDERATION'S POLICY IS TO RECOGNIZE INTEREST RELATED TO UNRECOGNIZED TAX BENEFITS IN INTEREST EXPENSE AND PENALTIES IN OPERATING EXPENSES. THERE WERE NO INTEREST OR PENALTIES RECOGNIZED ON THE STATEMENTS OF OPERATIONS AS A RESULT OF THIS GUIDANCE. GENERALLY, TAX RETURNS FOR THE YEARS ENDED DECEMBER 31, 2008, AND THEREAFTER REMAIN SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAX AUTHORITIES.
PART XI, LINE 8 - OTHER ADJUSTMENTS:CHANGE IN ACCUMULATED LIABILITY FOR PENSION BENEFITS -448,238. TEMPORARILY RESTRICTED CAMPAIGN AND ENDOWMENT 6,025,818. TEMPORARILY RESTRICTED PHILANTHROPIC SUPPORT 66,579. TEMPORARILY RESTRICTED INVESTMENT INCOME 320,424. TEMPORARILY RESTRICTED REALIZED GAIN ON INVESTMENTS 152,195. TEMPORARILY RESTRICTED OTHER LOSS -318,648. TEMPORARILY RESTRICTED NET ASSETS RELEASED FROM RESTRICTIONS -755,805. TOTAL TO SCHEDULE D, PART XI, LINE 8: 5,042,325.
PART XII, LINE 2D - OTHER ADJUSTMENTS:RENTAL EXPENSES 70,112.
PART XIII, LINE 2D - OTHER ADJUSTMENTS:RENTAL EXPENSES 70,112.

Schedule G IRS990ScheduleG

Events Information EventsInformation

FieldValueIRS element (for citing)
Name Of Event1GOLF OUTINGNameOfEvent1
Gross Receipts Event191884GrossReceiptsEvent1
Charitable Contributions Event164350CharitableContributionsEvent1
Gross Revenue Event127534GrossRevenueEvent1
Food And Beverage Event113146FoodAndBeverageEvent1
Other Direct Expenses Event19451OtherDirectExpensesEvent1
Gross Receipts Total91884GrossReceiptsTotal
Charitable Contributions Total64350CharitableContributionsTotal
Gross Revenue Total Events27534GrossRevenueTotalEvents
Food And Beverage Total Events13146FoodAndBeverageTotalEvents
Other Direct Expenses Total Events9451OtherDirectExpensesTotalEvents
Direct Expense Summary Events22597DirectExpenseSummaryEvents
Net Income Summary4937NetIncomeSummary

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable (14 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrant
JEWISH FEDERATIONS OF NORTH AMERICA
111 EIGHT AVE 11TH FLOORNEW YORKNY10011131624240501(C)(3)464509TO SUPPORT ORGANIZATIONS THAT HAVE ACTIVITIES THAT FALL WITHIN OUR MISSION
JEWISH TELEGRAPHIC AGENCY INC
3300 SEVENTH AVENUE 11TH FLOORNEW YORKNY10011130887610501(C)(3)675TO SUPPORT ORGANIZATIONS THAT HAVE ACTIVITIES THAT FALL WITHIN OUR MISSION
UNITED HIAS SERVICE
333 SEVENTH AVENUE 17TH FLOORNEW YORKNY10011135633307501(C)(3)750TO SUPPORT ORGANIZATIONS THAT HAVE ACTIVITIES THAT FALL WITHIN OUR MISSION
ANTI-DEFAMATION LEAGUE
PO BOX 26226WASHINGTONDC20090131818723501(C)(3)900TO SUPPORT ORGANIZATIONS THAT HAVE ACTIVITIES THAT FALL WITHIN OUR MISSION
JEWISH COUNCIL FOR PUBLIC AFFAIRS
116 EAST 27TH STREET 10TH FLOORNEW YORKNY10016131624104501(C)(3)3450TO SUPPORT ORGANIZATIONS THAT HAVE ACTIVITIES THAT FALL WITHIN OUR MISSION
B'NAI B'RITH YOUTH SERVICE
2020 K ST NW 7TH FLOORWASHINGTONDC20002311794932501(C)(3)3000TO SUPPORT ORGANIZATIONS THAT HAVE ACTIVITIES THAT FALL WITHIN OUR MISSION
ASSOCIATION OF WISH FAMILY & CHILDRENS AGENCIES INC
557 CRANBERRY ROAD SUITE 2EAST BRUNSWICKNJ08816132752418501(C)(3)250TO SUPPORT ORGANIZATIONS THAT HAVE ACTIVITIES THAT FALL WITHIN OUR MISSION
JEWISH EDUCATION SERVICE OF NORTH AMERICA INC
111 EIGHT AVE 11TH FLOORNEW YORKNY10011131628141501(C)(3)500TO SUPPORT ORGANIZATIONS THAT HAVE ACTIVITIES THAT FALL WITHIN OUR MISSION
OHIO HILLEL FUND CONSORTIUM
1750 EUCLID AVENUECLEVELANDOH44115237149189501(C)(3)30999TO SUPPORT ORGANIZATIONS THAT HAVE ACTIVITIES THAT FALL WITHIN OUR MISSION
COMMISSION FOR JEWISH EDUCATION
505 GYPSY LANEYOUNGSTOWNOH44504341288594501(C)(3)19802TO SUPPORT ORGANIZATIONS THAT HAVE ACTIVITIES THAT FALL WITHIN OUR MISSION
AKIVA ACADEMY
505 GYPSY LANEYOUNGSTOWNOH4450490000TO SUPPORT ORGANIZATIONS THAT HAVE ACTIVITIES THAT FALL WITHIN OUR MISSION
OTHER ALLOCATIONS AND GRANTS
505 GYPSY LANEYOUNGSTOWNOH44504425293TO SUPPORT ORGANIZATIONS THAT HAVE ACTIVITIES THAT FALL WITHIN OUR MISSION
BIRTHRIGHT ISRAEL CAMPAIGN
111 EIGHT AVE 11TH FLOORNEW YORKNY10011131624240501(C)(3)8000TO SUPPORT ORGANIZATIONS THAT HAVE ACTIVITIES THAT FALL WITHIN OUR MISSION
GOVERNMENT AFFAIRS COMMITTEE OF OHIO JEWISH COMMUNITIES INC
50 W BROAD ST STE 1815COLUMBUSOH43215311042915501(C)(4)11400TO SUPPORT ORGANIZATIONS THAT HAVE ACTIVITIES THAT FALL WITHIN OUR MISSION
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants12TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations2TotalNbrOfOtherOrganizations

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
ExplanationYOUNGSTOWN AREA JEWISH FEDERATION REPORTS GRANTS ON SCHEDULE I TO THE JEWISH FEDERATIONS OF NORTH AMERICA (JFNA), WHICH IS A 501(C)(3) DOMESTIC U.S. CHARITY. IN ADDITION, JFNA, AND ITS BENEFICIARY AGENCIES, UNITED ISRAEL APPEAL (UIA), A SUBSIDIARY OF JFNA, AND THE AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE (JDC) BOTH 501 (C) (3) ORGANIZATIONS - EACH FILE A SEPARATE FORM 990 AND DETAILED SCHEDULES F.Explanation

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeXCompensationCommittee
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan0SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org0CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org0CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments0AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)

Base Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
SAM KOOPERMAN
14278800000214190140980178305000
GARY WEISS
1515140000019196016810172391000

Schedule L IRS990ScheduleL

Loan Table LoanTable

FieldValueIRS element (for citing)
Name PersonSAM KOOPERMANNamePerson
Purpose Of LoanPERSONAL USEPurposeOfLoan
Loan From OrganizationXLoanFromOrganization
Original Principal$16,778OriginalPrincipalAmount
Balance Due3029BalanceDue
Default0Default
Approved By Board1ApprovedByBoard
Written Agreement0WrittenAgreement
FieldValueIRS element (for citing)
Total Balance Due3029TotalBalanceDue

Form990 Schedule L Part IV Form990ScheduleLPartIV (4 entries)

RelationshipRelationshipAmount Of TransactionAmountOfTransactionDescription Of TransactionDescriptionOfTransactionSharing Of RevenuesSharingOfRevenues
BONNIE BURDMAN
FAMILY MEMBER OF LEE BURDMAN, BOARD MEMBER25881EMPLOYEE OF YOUNGSTOWN AREA JEWISH FEDERATION0
DEBBI GRINSTEIN
FAMILY MEMBER OF ATTY. JEFF GRINSTEIN AND PETER GRINSTEIN, BOARD MEMBERS35889EMPLOYEE OF YOUNGSTOWN AREA JEWISH FEDERATION0
SUSAN SCHONBERGER
FAMILY MEMBER OF RABBI JOSEPH SCHONBERGER, BOARD MEMBER20000INDEPENDENT CONTRACTOR FOR YOUNGSTOWN AREA JEWISH FEDERATION0
ALLEN'S PHARMASERV INC
ALAN MIRKIN, BOARD MEMBER IS THE OWNER OF ALLEN'S PHARMASERV INC.105555PHARMACY SERVICES0

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (8 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
FORM 990, PART VI, SECTION A, LINE 2ATTY. ROBERT LEV, BRUCE LEV, AND IRVING LEV, BOARD MEMBERS ARE RELATED. WILLIAM BENEDIKT, PRESIDENT AND MYRA BENEDIKT, PAST PRESIDENT ARE RELATED.
FORM 990, PART VI, SECTION B, LINE 11YOUNGSTOWN AREA JEWISH FEDERATION HAS A CPA FIRM PREPARE ITS FORM 990. THE RETURN IS COMPLETED IN DRAFT FORM AND REVIEWED BY MANAGEMENT OF THE ORGANIZATION. THE RETURN IS THEN FINALIZED AND THE BOARD PRESIDENT IS PROVIDED A COPY OF THE FORM 990 TO REVIEW BEFORE IT IS FILED. A COPY OF THE 990 IS MADE AVAILABLE TO ALL VOTING BOARD MEMBERS BEFORE IT IS FILED.
FORM 990, PART VI, SECTION B, LINE 12CYOUNGSTOWN AREA JEWISH FEDERATION ANNUALLY REVIEWS THEIR CONFLICT OF INTEREST POLICY WITH THEIR BOARD. DURING BOARD MEETINGS, IF AN INTERESTED PARTY HAS A CONFLICT, HE OR SHE RECUSES THEMSELVES FROM VOTING.
FORM 990, PART VI, SECTION B, LINE 15COMPENSATION FOR EXECUTIVE VICE PRESIDENT AND OTHER TOP MANAGEMENT IS DETERMINED AND REVIEWED BY THE EXECUTIVE COMMITTEE. ANNUALLY, THE COMMITTEE MEETS TO APPROVE ALL SALARIES AND RAISES. A SCHEDULE IS PROVIDED TO THE COMMITTEE, BY DEPARTMENT, OF ALL PROPOSED SALARIES, BY THE AGENCY DIRECTORS. THE COMMITTEE APPROVES OR REVIEWS THE AGENCY RECOMMENDATIONS. THEN, THE COMMITTEE EVALUATES THE EXECUTIVES AND TOP MANAGEMENT'S SALARIES. A REASONABILITY TEST IS INFORMALLY DONE BY THE COMMITTEE TAKING INTO ACCOUNT MARKET GOING RATES FOR SUCH POSITION. RAISES ARE THEN PROCESSED ACCORDINGLY AND RECOMMENDATIONS ARE GIVEN TO THE YOUNGSTOWN AREA JEWISH FEDERATION BOARD, WHICH ULTIMATELY APPROVES THE COMPENSATION.
FORM 990, PART VI, SECTION C, LINE 18YOUNGSTOWN AREA JEWISH FEDERATION MAKES ITS FORM 990, FORM 1023, AND FORM 990-T AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART VI, SECTION C, LINE 19AT THIS TIME, YOUNGSTOWN AREA JEWISH FEDERATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC.
FORM 990, PART XI, LINE 5:NET UNREALIZED LOSSES ON INVESTMENTS: -736,219. CHANGE IN ACCUMULATED LIABILITY FOR PENSION BENEFITS -448,238. TEMPORARILY RESTRICTED CAMPAIGN AND ENDOWMENT 6,025,818. TEMPORARILY RESTRICTED PHILANTHROPIC SUPPORT 66,579. TEMPORARILY RESTRICTED INVESTMENT INCOME 320,424. TEMPORARILY RESTRICTED REALIZED GAIN ON INVESTMENTS 152,195. TEMPORARILY RESTRICTED OTHER LOSS -318,648. TEMPORARILY RESTRICTED NET ASSETS RELEASED FROM RESTRICTIONS -755,805. TOTAL TO FORM 990, PART XI, LINE 5: 4,306,106.CHANGES IN NET ASSETS OR FUND BALANCES:
YOUNGSTOWN AREA JEWISH FEDERATION HAS AN AUDIT COMMITTEE THAT IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT AND SELECTION OF THE INDEPENDENT AUDITORS. THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR.

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII

Name Of Disregarded Entity NameOfDisregardedEntity

FieldValueIRS element (for citing)
Business Name Line1YOUNGSTOWN AREA HOUSING CORPBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1505 GYPSY LANEAddressLine1
CityYOUNGSTOWNCity
StateOHState
ZIP Code44504ZIPCode
FieldValueIRS element (for citing)
EIN341366624EIN
Primary ActivitiesPROVIDE SUBSIDIZED HOUSING TO LOW-INCOME SENIOR CITIZENSPrimaryActivities
Legal Domicile StateOHLegalDomicileState
Exempt Code Section501(C)(3)ExemptCodeSection
Public Charity Status509(A)(2)PublicCharityStatus
Direct Controlling Entity NAN/ADirectControllingEntityNA
Controlled Org0ControlledOrg
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org0GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org0GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs0PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs0PerformOfServicesByOtherOrgs
Sharing Of Facilities0SharingOfFacilities
Sharing Of Paid Employees0SharingOfPaidEmployees
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg

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