2012-07-12T14:23:43-05:00 2011-08-31 O'CONNOR & DREW PC 25 BRAINTREE HILL OFC PK SUITE 102 BRAINTREE MA 02184 990 2010-09-01 042105783 THE JEWISH FEDERATION OF THE NORTH SHORE INC JEWI 9782244900 39 NORMAN STREET NO 302 SALEM MA 01970 MR JOSEPH SONTZ 9782244900 2012-07-11 1 JEFFREY J CARUSO 6174711120 2012-07-11 2010 2016-02-24 21:20:13Z X MR JOSEPH SONTZ 39 NORMAN STREET SUITE 302 SALEM MA 01970 3628831 0 X WWW.JFNS.ORG X 1948 MA TO PROMOTE THE WELFARE AND CONTINUITY OF THE JEWISH PEOPLE. 22 22 12 30 0 0 2226960 2520505 33693 28493 99488 233921 129669 61538 2489810 2844457 2322765 2530893 0 0 386857 408942 0 0 233242 357102 285137 3066724 3224972 -576914 -380515 6820997 6824480 1788990 1879607 5032007 4944873 OUR PRIMARY MISSION IS TO PROMOTE THE WELFARE AND CONTINUITY OF THE JEWISH PEOPLE. 0 0 2615245 2530893 28493 TO 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. 2615245 1 1 0 0 1 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 18 0 1 12 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 22 22 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X X MS ELIZABETH DONNENFELD 9782244900 39 NORMAN STREET SUITE 302 SALEM MA 01970 RICHARD BANE X 0 0 0 ARIEL BERGER X 0 0 0 AMANDA CLAYMAN X 0 0 0 PHYLLIS EIDELMAN X 0 0 0 JACK FISCHER X 0 0 0 HELAINE HAZLETT X 0 0 0 SCOTT KAPLOWITCH X 0 0 0 DEBRA LAKIND X 0 0 0 SHARI MCGUIRK X 0 0 0 RABBI DAVID MEYER X 0 0 0 BOB OGAN X 0 0 0 PHIL PASTAN X 0 0 0 MARJORIE PATKIN X X 0 0 0 HOWARD RICH X 0 0 0 MARTIN ROGOSA X X 0 0 0 ROBERT SALTER X X 0 0 0 CORY SCHAUER X X 0 0 0 ANNE SELBY X 0 0 0 SANDY SHECKMAN X 0 0 0 RICHARD SOKOLOW X 0 0 0 STEVEN SOLOMAN X X 0 0 0 JOSEPH SONTZ X X 0 0 0 ELIZABETH DONNENFELD 40.00 X 126877 0 0 MARLA LEVY 40.00 X 77596 0 0 204473 0 0 1 0 0 0 0 2520505 2520505 PROGRAM SERVICE FEES 900099 28493 28493 28493 133862 133862 884433 784374 100059 100059 100059 OTHER INCOME 900099 61538 61538 61538 2844457 28493 0 295459 2530893 2530893 199646 31065 91373 77208 170037 40309 68729 60999 13960 2599 6861 4500 25299 6175 9702 9422 19265 19265 12345 12345 7325 200 4475 2650 25634 2364 10073 13197 17373 17373 23632 20730 2902 5018 5018 5344 5344 EVENT COSTS 56723 75 56648 MOVING COSTS 24842 24842 CONSULTING FEES 23990 23990 MISCELLANEOUS 22366 40 19344 2982 BAD DEBT 20000 20000 21280 1525 17021 2734 3224972 2615245 376485 233242 391275 251122 804200 507945 224276 357329 3167 5038 262876 240598 5899 22278 5155606 5426446 236574 254322 6820997 6824480 176947 143189 1612043 1736418 1788990 1879607 X 1497138 1504884 3534869 3439989 5032007 4944873 6820997 6824480 X -380515 293381 X X 0 1 1 X 0 X 3327884 2533888 1353161 2226960 2520505 11962398 3327884 2533888 1353161 2226960 2520505 11962398 11962398 248329 332479 190264 101305 133862 1006239 18399 89154 125627 129669 61538 424387 13393024 279443 0.89320 0.89770 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 14 311335 846213 2133897 0 0 262876 240598 22278 22278 INVESTMENTS HELD FOR OTHERS 1736418 1736418 2844457 3224972 -380515 293381 293381 -87134 3137838 293381 293381 2844457 0 2844457 3224972 0 3224972 0 3224972 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: INCOME 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. 0 NORTH SHORE MEDICAL CENTER 81 HIGHLAND AVE SALEM MA 01970 042857615 125000 MEDICAL AND HEALTH CARE SUPPORT COHEN-HILLEL ACADEMY 6 COMMUNITY ROAD MARBLEHEAD MA 01945 042282633 561359 GENERAL SUPPORT NORTHEAST HEALTH FOUNDATION 55 TOZER ROAD BEVERLY MA 01915 042829132 35000 MEDICAL AND HEALTH CARE SUPPORT REGIS COLLEGE 235 WELLESLEY STREET WESTON MA 02493 042104451 30000 EDUCATION SUPPORT UNIVERSITY OF PENNSYLVANIA 3451 WALNUT STREET PHILADELPHIA PA 19104 231352685 25000 EDUCATION SUPPORT TEMPLE SHALOM OF MEDFORD 475 WINTHROP STREET MEDFORD MA 02155 022129897 23902 SYNAGOGUE FINANCIAL SUPPORT SALEM STATE UNIVERSITY FOUNDATION 352 LAFAYETTE STREET SALEM MA 01970 042103607 15000 SUPPORT SCHOOL OF NURSING FASMAN YESHIVA HIGH SCHOOL 7135 NORTH CARPENTER ROAD SKOKIE IL 60077 362167095 15000 EDUCATION SUPPORT JOAN SACHS BAIS YAAKOV ELEMENTARY SCHOOL 6110 NORTH CALIFORNIA AVE CHICAGO IL 60659 042282622 15000 SUPPORT OF JEWISH DAY SCHOOL PROGRAMS FOUNDATION FOR THE DEFENSE OF DEMOCRACIES PO BOX 33249 WASHINGTON DC 20033 134174402 15000 SUPPORT RESEARCH AND EDUCATION JIMMY FUND 19 ELLSWORTH ROAD MARBLEHEAD MA 01960 042282622 12000 GENERAL SUPPORT BOSTON BIOMEDICAL RESEARCH INSTITUTE 64 GROVE STREET WATERTOWN MA 02472 042451939 10000 BIOMEDICAL RESEARCH SUPPORT MASSACHUSETTS SOLDIERS LEGACY FUND PO BOX 962061 BOSTON MA 02196 201909556 10000 EDUCATIONAL ASSISTANCE ROBERT I LAPPIN CHARITABLE FOUNDATION 29 CONGRESS STREET SALEM MA 01970 042103607 191558 SUPPORT ORGANIZATION HOLOCAUST CENTER 82 MAIN STREET PEABODY MA 01960 161622957 5310 GENERAL ORGANIZATIONAL SUPPORT HADASSAH 50 WEST 58TH STREET NEW YORK NY 10019 131656651 6031 GENERAL SUPPORT CHABAD LUBAVITCH OF THE NORTH SHORE 44 BURRILL STREET SWAMPSCOTT MA 01907 043161581 5500 SYNAGOGUE FINANCIAL SUPPORT CONGREGATION SHIRAT HAYAM 55 ATLANTIC AVE SWAMPSCOTT MA 01907 593806143 131995 SYNAGOGUE FINANCIAL SUPPORT GANN ACADEMY 333 FOREST STREET WALTHAM MA 02452 043286969 27331 GENERAL SUPPORT JCC MARBLEHEAD 4 COMMUNITY ROAD MARBLEHEAD MA 01945 042104351 197819 GENERAL SUPPORT JCC PEABODY 83 PINE STREET PEABODY MA 01960 043221593 68024 GENERAL SUPPORT JEWISH FEDERATIONS OF NORTH AMERICA PO BOX 157 NEW YORK NY 10268 131624240 190061 FAIR SHARE ALLOCATION JEWISH JOURNAL 201 WASHINGTON STREET SALEM MA 01970 042607196 36079 ALLOCATION SUPPORT JF AND CS 1430 MAIN STREET WALTHAM MA 02451 042124330 125701 ALLOCATION SUPPORT JOINT DISTRIBUTION COMMITTEE 711 3RD AVE 9TH FLOOR NEW YORK NY 10017 131656634 15000 ALLOCATION SUPPORT NEW ENGLAND HEBREW ACADEMY 9 PRESCOTT STREET BROOKLINE MA 02445 042105882 7902 GENERAL SUPPORT SHIRAT HAYAM PRESCHOOL 55 ATLANTIC AVE SWAMPSCOTT MA 01907 593806143 20722 GENERAL SUPPORT TEMPLE SHALOM OF PEABODY 489 LOWELL STREET PEABODY MA 01960 042319190 16100 SYNAGOGUE FINANCIAL SUPPORT TEMPLE SINAI 1 COMMUNITY ROAD MARBLEHEAD MA 01945 042175765 6500 SYNAGOGUE FINANCIAL SUPPORT FORM 990, PART VI, SECTION B, LINE 11 A 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. FORM 990, PART VI, SECTION B, LINE 12C 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 15 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 C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 293,381. FORM 990, PART XI LINE 2C 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. SCHEDULE R, PART V ALL EXPENSES WERE PAID BY THE JEWISH FEDERATION OF THE NORTH SHORE. JEWISH FAMILY SERVICE OF THE NORTH SHORE 2 EAST INDIA SQUARE SALEM MA 01970 042124330 PROVIDE SUPPORT FOR THE LOCAL JEWISH COMMUNITY MA 501(C)(3) LINE 7 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0