THE JEWISH FEDERATION OF THE NORTH SHORE INC: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
THE JEWISH FEDERATION OF THE NORTH SHORE INC (EIN 04-2105783)
Tax period
2010-09-01 to 2011-08-31
Filed
2012-07-12
IRS object ID
201211949349300346
Schema version
2010v3.4
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)
Timestamp2012-07-12T14:23:43-05:00Timestamp
Tax Period End Date2011-08-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1O'CONNOR & DREW PCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line125 BRAINTREE HILL OFC PK SUITE 102AddressLine1
CityBRAINTREECity
StateMAState
ZIP Code02184ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2010-09-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN042105783EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1THE JEWISH FEDERATION OF THE NORTH SHORE INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlJEWINameControl
Phone9782244900Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line139 NORMAN STREET NO 302AddressLine1
CitySALEMCity
StateMAState
ZIP Code01970ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameMR JOSEPH SONTZName
TitlePRESIDENTTitle
Phone9782244900Phone
Date Signed2012-07-11DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameJEFFREY J CARUSOName
Phone6174711120Phone
Date Prepared2012-07-11DatePrepared
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeXAddressChange
Name Of Principal Officer PersonMR JOSEPH SONTZNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line139 NORMAN STREET SUITE 302AddressLine1
CitySALEMCity
StateMAState
ZIP Code01970ZIPCode
FieldValueIRS element (for citing)
Gross Receipts3628831GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.JFNS.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1948YearFormation
State Legal DomicileMAStateLegalDomicile
Activity Or Mission DescriptionTO PROMOTE THE WELFARE AND CONTINUITY OF THE JEWISH PEOPLE.ActivityOrMissionDescription
Nbr Voting Members Governing Body22NbrVotingMembersGoverningBody
Nbr Independent Voting Members22NbrIndependentVotingMembers
Total Nbr Employees12TotalNbrEmployees
Total Nbr Volunteers30TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year2226960ContributionsGrantsPriorYear
Contributions Grants Current Year2520505ContributionsGrantsCurrentYear
Program Service Revenue Prior Year33693ProgramServiceRevenuePriorYear
Program Service Revenue CY28493ProgramServiceRevenueCY
Investment Income Prior Year99488InvestmentIncomePriorYear
Investment Income Current Year233921InvestmentIncomeCurrentYear
Other Revenue Prior Year129669OtherRevenuePriorYear
Other Revenue Current Year61538OtherRevenueCurrentYear
Total Revenue Prior Year2489810TotalRevenuePriorYear
Total Revenue Current Year2844457TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year2322765GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY2530893GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year386857SalariesEtcPriorYear
Salaries Etc Current Year408942SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year233242TotalFundrsngExpCurrentYear
Other Expense Prior Year357102OtherExpensePriorYear
Other Expenses Current Year285137OtherExpensesCurrentYear
Total Expenses Prior Year3066724TotalExpensesPriorYear
Total Expenses Current Year3224972TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-576914RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-380515RevenuesLessExpensesCY
Total Assets BOY6820997TotalAssetsBOY
Total Assets EOY6824480TotalAssetsEOY
Total Liabilities BOY1788990TotalLiabilitiesBOY
Total Liabilities EOY1879607TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY5032007NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY4944873NetAssetsOrFundBalancesEOY
Mission DescriptionOUR PRIMARY MISSION IS TO PROMOTE THE WELFARE AND CONTINUITY OF THE JEWISH PEOPLE.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense2615245Expense
Grants2530893Grants
Revenue28493Revenue
DescriptionTO RAISE FUNDS FOR THE SUPPORT OF OVERSEAS, NATIONAL AND LOCAL JEWISH PHILANTHROPIC AGENCIES AND TO ENRICH THE EDUCATIONAL, CULTURAL AND SOCIAL LIFE OF THE JEWISH COMMUNITY.Description
Total Program Service Expense2615245TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Donor Advised Funds1DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
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 Required0ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
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 With109618NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees12NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Form8899 Filed0Form8899Filed
Form1098 C Filed0Form1098CFiled
Excess Business Holdings0ExcessBusinessHoldings
Taxable Distributions0TaxableDistributions
Distribution To Donor0DistributionToDonor
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members22NbrVotingGoverningBodyMembers
Number Independent Voting Members22NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
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 FiledMAStatesWhereCopyOfReturnIsFiled
Other WebsiteXOtherWebsite
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1MS ELIZABETH DONNENFELDBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number9782244900TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line139 NORMAN STREET SUITE 302AddressLine1
CitySALEMCity
StateMAState
ZIP Code01970ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (24 entries)

TitleTitleIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficerAverage Hours Per WeekAverageHoursPerWeek
RICHARD BANE
MEMBER AT LARGEX000
ARIEL BERGER
MEMBER AT LARGEX000
AMANDA CLAYMAN
MEMBER AT LARGEX000
PHYLLIS EIDELMAN
MEMBER AT LARGEX000
JACK FISCHER
IMMEDIATE PAST PRESIDENTX000
HELAINE HAZLETT
MEMBER AT LARGEX000
SCOTT KAPLOWITCH
MEMBER AT LARGEX000
DEBRA LAKIND
MEMBER AT LARGEX000
SHARI MCGUIRK
MEMBER AT LARGEX000
RABBI DAVID MEYER
RABBIX000
BOB OGAN
MEMBER AT LARGEX000
PHIL PASTAN
MEMBER AT LARGEX000
MARJORIE PATKIN
WOMANS DIVISION PRESIDENTX000X
HOWARD RICH
FOUNDATION BOARD MEMBERX000
MARTIN ROGOSA
TREASURERX000X
ROBERT SALTER
CAMPAIGN CHAIRX000X
CORY SCHAUER
SECRETARYX000X
ANNE SELBY
MEMBER AT LARGEX000
SANDY SHECKMAN
MEMBER AT LARGEX000
RICHARD SOKOLOW
MEMBER AT LARGEX000
STEVEN SOLOMAN
VICE PRESIDENTX000X
JOSEPH SONTZ
PRESIDENTX000X
ELIZABETH DONNENFELD
EXECUTIVE DIRECTOR12687700X40.00
MARLA LEVY
CHIEF FINANCIAL OFFICER7759600X40.00
FieldValueIRS element (for citing)
Total Reportable Comp From Org204473TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation0TotalOtherCompensation
Number Individuals GT100 K1NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K0TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K
All Other Contributions2520505AllOtherContributions
Total Contributions2520505TotalContributions

Program Service Revenue ProgramServiceRevenue

FieldValueIRS element (for citing)
DescriptionPROGRAM SERVICE FEESDescription
Business Code900099BusinessCode
Total Revenue Column28493TotalRevenueColumn
Related Or Exempt Function Income28493RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Program Service Revenue28493TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column133862TotalRevenueColumn
Exclusion$133,862ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities884433Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities784374Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities100059Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column100059TotalRevenueColumn
Exclusion$100,059ExclusionAmount

Other Revenue Misc OtherRevenueMisc

FieldValueIRS element (for citing)
DescriptionOTHER INCOMEDescription
Business Code900099BusinessCode
Total Revenue Column61538TotalRevenueColumn
Exclusion$61,538ExclusionAmount
FieldValueIRS element (for citing)
Total Other Revenue61538TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column2844457TotalRevenueColumn
Related Or Exempt Function Income28493RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$295,459ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total2530893Total
Program Services2530893ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total199646Total
Program Services31065ProgramServices
Management And General91373ManagementAndGeneral
Fundraising77208Fundraising

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total170037Total
Program Services40309ProgramServices
Management And General68729ManagementAndGeneral
Fundraising60999Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total13960Total
Program Services2599ProgramServices
Management And General6861ManagementAndGeneral
Fundraising4500Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total25299Total
Program Services6175ProgramServices
Management And General9702ManagementAndGeneral
Fundraising9422Fundraising

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total19265Total
Management And General19265ManagementAndGeneral

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total12345Total
Management And General12345ManagementAndGeneral

Advertising Advertising

FieldValueIRS element (for citing)
Total7325Total
Program Services200ProgramServices
Management And General4475ManagementAndGeneral
Fundraising2650Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total25634Total
Program Services2364ProgramServices
Management And General10073ManagementAndGeneral
Fundraising13197Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total17373Total
Management And General17373ManagementAndGeneral

Occupancy Occupancy

FieldValueIRS element (for citing)
Total23632Total
Management And General20730ManagementAndGeneral
Fundraising2902Fundraising

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total5018Total
Management And General5018ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total5344Total
Management And General5344ManagementAndGeneral

Other Expenses OtherExpenses (5 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesFundraisingFundraisingManagement And GeneralManagementAndGeneral
EVENT COSTS567237556648
MOVING COSTS2484224842
CONSULTING FEES2399023990
MISCELLANEOUS2236640298219344
BAD DEBT2000020000

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total21280Total
Program Services1525ProgramServices
Management And General17021ManagementAndGeneral
Fundraising2734Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total3224972Total
Program Services2615245ProgramServices
Management And General376485ManagementAndGeneral
Fundraising233242Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY391275BOY
EOY251122EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY804200BOY
EOY507945EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY224276BOY
EOY357329EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY3167BOY
EOY5038EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis262876LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec240598LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY5899BOY
EOY22278EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY5155606BOY
EOY5426446EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY236574BOY
EOY254322EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY6820997BOY
EOY6824480EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY176947BOY
EOY143189EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY1612043BOY
EOY1736418EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY1788990BOY
EOY1879607EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY1497138BOY
EOY1504884EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY3534869BOY
EOY3439989EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY5032007BOY
EOY4944873EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY6820997BOY
EOY6824480EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses-380515ReconcilationRevenueExpenses
Reconcilation Other Changes293381ReconcilationOtherChanges
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 Years3327884CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years2533888CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years1353161CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year2226960CurrentTaxYearMinus1Year
Current Tax Year2520505CurrentTaxYear
Total11962398Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years3327884CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years2533888CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years1353161CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year2226960CurrentTaxYearMinus1Year
Current Tax Year2520505CurrentTaxYear
Total11962398Total
FieldValueIRS element (for citing)
Public Support Total17011962398PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years248329CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years332479CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years190264CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year101305CurrentTaxYearMinus1Year
Current Tax Year133862CurrentTaxYear
Total1006239Total

Other Income170 OtherIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years18399CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years89154CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years125627CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year129669CurrentTaxYearMinus1Year
Current Tax Year61538CurrentTaxYear
Total424387Total
FieldValueIRS element (for citing)
Total Support13393024TotalSupport
Gross Receipts From Admissions Etc279443GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage1700.89320PublicSupportPertcentage170
Public Support Pertcent Prior Year0.89770PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

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

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Number DA Fs Held14NumberDAFsHeld
Donor Advised Contributions311335DonorAdvisedContributions
Grants Paid From Donor Funds846213GrantsPaidFromDonorFunds
Aggregate DAF Value2133897AggregateDAFValue
Disclosed Orgs Legal Control0DisclosedOrgsLegalControl
Disclosed For Charitable Purposes0DisclosedForCharitablePurposes

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis262876OtherCostOrOtherBasis
Depreciation240598Depreciation
Book Value22278BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings22278TotalOfBookValueLandBuildings

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
DescriptionINVESTMENTS HELD FOR OTHERSDescription
Amount$1,736,418Amount
FieldValueIRS element (for citing)
Total Of Amounts1736418TotalOfAmounts
Total Revenue2844457TotalRevenue
Total Expenses3224972TotalExpenses
Excess Or Deficit For Year-380515ExcessOrDeficitForYear
Net Unrealized GL On Investments293381NetUnrealizedGLOnInvestments
Total Adjustments293381TotalAdjustments
Excess Or Deficit Per FS-87134ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt3137838TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments293381NetUnrealizedGainsInvestments
Revenue Not Rptd F990293381RevenueNotRptdF990
Revenue Subtotal2844457RevenueSubtotal
Revenue Not Rptd On Fin Stmt0RevenueNotRptdOnFinStmt
Total Revenue Per Form9902844457TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt3224972TotExpensesEtcAuditedFinclStmt
Expenses Not Rptd F9900ExpensesNotRptdF990
Expenses Subtotal3224972ExpensesSubtotal
Expenses Not Rptd On Fin Stmt0ExpensesNotRptdOnFinStmt
Total Expenses Per Form9903224972TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV

FieldValueIRS element (for citing)
IdentifierDESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:Identifier
Return ReferencePART X:ReturnReference
ExplanationINCOME TAX STATUS THE ORGANIZATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C) (3) OF THE INTERNAL REVENUE CODE AND THEREFORE HAS MADE NO PROVISION FOR FEDERAL AND STATE INCOME TAXES IN THE ACCOMPANYING FINANCIAL STATEMENTS. U.S. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES ACCOUNTING STANDARDS CODIFICATION 740-10 (FORMERLY FASB INTERPRETATION 48 (FIN 48) REQUIRES AN ENTITY TO ASSESS THE PROBABILITY THAT A TAX POSITION HAS A MORE LIKELY THAN NOT (MLTN) SUSTAINABILITY AFTER REVIEW BY TAX AUTHORITIES. IF A TAX POSITION IS DEEMED NOT TO MEET THIS THRESHOLD, ANY UNRECOGNIZED TAX BENEFITS AND COSTS ARE ESTIMATED AND RECOGNIZED. INTEREST AND PENALTIES, IF ANY, RELATED TO ASSESSMENTS BY TAX AUTHORITIES WILL BE CLASSIFIED AS A COMPONENT OF INTEREST EXPENSE AND OTHER EXPENSE, RESPECTIVELY, IN THE STATEMENT OF OPERATIONS. A TAX POSITION MAY BE CONSIDERED AS TAKEN ANY TIME A TAXPAYER CHOOSES AMONGST ALTERNATIVES THAT AFFECT THE AMOUNT OF THEIR TAX OBLIGATIONS AND INCLUDE FOR EXAMPLE: TAX EXEMPT STATUS; STATUS AS A PASS-THROUGH ENTITY (S CORPORATIONS, LLCS, ETC.); DECISIONS MADE IN THE PROCESS OF CONFORMING WITH TAX LAWS; DECISIONS NOT TO FILE IN CERTAIN JURISDICTIONS; ALLOCATION OF INCOME BETWEEN JURISDICTIONS AND THE CHARACTERIZATION OF INCOME OR EXPENSES. TAX RETURNS ARE ROUTINELY OPEN FOR REVIEW BY THE TAX AUTHORITIES FOR THREE YEARS FROM THEIR DUE DATE. IN CERTAIN CIRCUMSTANCES THE STATUE OF LIMITATIONS MAY REMAIN OPEN INDEFINITELY. THE ORGANIZATION HAS BEEN NOTIFIED BY THE INTERNAL REVENUE SERVICE THAT IT MEETS THE QUALIFICATIONS TO BE CLASSIFIED AS A TAX EXEMPT ENTITY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. SINCE THE CONTINUANCE OF THIS STATUS IS BASED UPON CONTINUING QUALIFICATION, THE ORGANIZATION HAS IDENTIFIED THIS AS A TAX POSITION. HOWEVER, IT HAS DETERMINED THAT THIS TAX POSITION MEETS MLTN SUSTAINABILITY AND DOES NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. THE ORGANIZATION DOES NOT EXPECT ANY MATERIAL CHANGES IN ITS POSITION REGARDING THIS MATTER IN THE NEXT TWELVE MONTHS.Explanation

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained0RecordsMaintained

Recipient Table RecipientTable (29 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrant
NORTH SHORE MEDICAL CENTER
81 HIGHLAND AVESALEMMA01970042857615125000MEDICAL AND HEALTH CARE SUPPORT
COHEN-HILLEL ACADEMY
6 COMMUNITY ROADMARBLEHEADMA01945042282633561359GENERAL SUPPORT
NORTHEAST HEALTH FOUNDATION
55 TOZER ROADBEVERLYMA0191504282913235000MEDICAL AND HEALTH CARE SUPPORT
REGIS COLLEGE
235 WELLESLEY STREETWESTONMA0249304210445130000EDUCATION SUPPORT
UNIVERSITY OF PENNSYLVANIA
3451 WALNUT STREETPHILADELPHIAPA1910423135268525000EDUCATION SUPPORT
TEMPLE SHALOM OF MEDFORD
475 WINTHROP STREETMEDFORDMA0215502212989723902SYNAGOGUE FINANCIAL SUPPORT
SALEM STATE UNIVERSITY FOUNDATION
352 LAFAYETTE STREETSALEMMA0197004210360715000SUPPORT SCHOOL OF NURSING
FASMAN YESHIVA HIGH SCHOOL
7135 NORTH CARPENTER ROADSKOKIEIL6007736216709515000EDUCATION SUPPORT
JOAN SACHS BAIS YAAKOV ELEMENTARY SCHOOL
6110 NORTH CALIFORNIA AVECHICAGOIL6065904228262215000SUPPORT OF JEWISH DAY SCHOOL PROGRAMS
FOUNDATION FOR THE DEFENSE OF DEMOCRACIES
PO BOX 33249WASHINGTONDC2003313417440215000SUPPORT RESEARCH AND EDUCATION
JIMMY FUND
19 ELLSWORTH ROADMARBLEHEADMA0196004228262212000GENERAL SUPPORT
BOSTON BIOMEDICAL RESEARCH INSTITUTE
64 GROVE STREETWATERTOWNMA0247204245193910000BIOMEDICAL RESEARCH SUPPORT
MASSACHUSETTS SOLDIERS LEGACY FUND
PO BOX 962061BOSTONMA0219620190955610000EDUCATIONAL ASSISTANCE
ROBERT I LAPPIN CHARITABLE FOUNDATION
29 CONGRESS STREETSALEMMA01970042103607191558SUPPORT ORGANIZATION
HOLOCAUST CENTER
82 MAIN STREETPEABODYMA019601616229575310GENERAL ORGANIZATIONAL SUPPORT
HADASSAH
50 WEST 58TH STREETNEW YORKNY100191316566516031GENERAL SUPPORT
CHABAD LUBAVITCH OF THE NORTH SHORE
44 BURRILL STREETSWAMPSCOTTMA019070431615815500SYNAGOGUE FINANCIAL SUPPORT
CONGREGATION SHIRAT HAYAM
55 ATLANTIC AVESWAMPSCOTTMA01907593806143131995SYNAGOGUE FINANCIAL SUPPORT
GANN ACADEMY
333 FOREST STREETWALTHAMMA0245204328696927331GENERAL SUPPORT
JCC MARBLEHEAD
4 COMMUNITY ROADMARBLEHEADMA01945042104351197819GENERAL SUPPORT
JCC PEABODY
83 PINE STREETPEABODYMA0196004322159368024GENERAL SUPPORT
JEWISH FEDERATIONS OF NORTH AMERICA
PO BOX 157NEW YORKNY10268131624240190061FAIR SHARE ALLOCATION
JEWISH JOURNAL
201 WASHINGTON STREETSALEMMA0197004260719636079ALLOCATION SUPPORT
JF AND CS
1430 MAIN STREETWALTHAMMA02451042124330125701ALLOCATION SUPPORT
JOINT DISTRIBUTION COMMITTEE
711 3RD AVE 9TH FLOORNEW YORKNY1001713165663415000ALLOCATION SUPPORT
NEW ENGLAND HEBREW ACADEMY
9 PRESCOTT STREETBROOKLINEMA024450421058827902GENERAL SUPPORT
SHIRAT HAYAM PRESCHOOL
55 ATLANTIC AVESWAMPSCOTTMA0190759380614320722GENERAL SUPPORT
TEMPLE SHALOM OF PEABODY
489 LOWELL STREETPEABODYMA0196004231919016100SYNAGOGUE FINANCIAL SUPPORT
TEMPLE SINAI
1 COMMUNITY ROADMARBLEHEADMA019450421757656500SYNAGOGUE FINANCIAL SUPPORT

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (7 entries)

IdentifierIdentifierExplanationExplanationReturn ReferenceReturnReference
FORM 990, PART VI, SECTION B, LINE 11A COPY OF THE FORM 990 IS PROVIDED TO THE ORGANIZATION'S GOVERNING BODY THROUGH ACCESS TO AN ONLINE PORTAL, IT IS REVIEWED BY THE GOVERNING BODY OR BY A REPRESENTATIVE APPOINTED BY THE GOVERNING BODY AND THEN APPROVED FOR RELEASE.
ANNUALLY, EACH MEMBER OF THE BOARD OF DIRECTORS SIGNS A STATEMENT AFFIRMING THAT HE OR SHE HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, HAS READ AND UNDERSTOOD THE POLICY, AND HAS AGREED TO COMPLY WITH THE POLICY.FORM 990, PART VI, SECTION B, LINE 12C
THE PERSONNEL COMMITTEE MEETS TO DISCUSS THE CEO/EXECUTIVE DIRECTOR/OTHER OFFICERS COMPENSATION. THEY DETERMING A SALARY BASED UPON OTHER ORGANIZATIONS THEIR SIZE, AND ALSO BASED ON THE EXPERIENCE OF THE PERSON BEING HIRED.FORM 990, PART VI, SECTION B, LINE 15
THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.FORM 990, PART VI, SECTION C, LINE 19
CHANGES IN NET ASSETS OR FUND BALANCES:NET UNREALIZED GAINS ON INVESTMENTS: 293,381.FORM 990, PART XI, LINE 5:
THE BOARD OF TRUSTEES IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT AND THE HIRING OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT BEEN CHANGED FROM PRIOR YEARS.FORM 990, PART XI LINE 2C
ALL EXPENSES WERE PAID BY THE JEWISH FEDERATION OF THE NORTH SHORE.SCHEDULE R, PART V

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII

Name Of Disregarded Entity NameOfDisregardedEntity

FieldValueIRS element (for citing)
Business Name Line1JEWISH FAMILY SERVICE OF THE NORTH SHOREBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line12 EAST INDIA SQUAREAddressLine1
CitySALEMCity
StateMAState
ZIP Code01970ZIPCode
FieldValueIRS element (for citing)
EIN042124330EIN
Primary ActivitiesPROVIDE SUPPORT FOR THE LOCAL JEWISH COMMUNITYPrimaryActivities
Legal Domicile StateMALegalDomicileState
Exempt Code Section501(C)(3)ExemptCodeSection
Public Charity StatusLINE 7PublicCharityStatus
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 Employees1SharingOfPaidEmployees
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg

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