JEWISH FEDERATION OF THE BLUEGRASS INC: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
JEWISH FEDERATION OF THE BLUEGRASS INC (EIN 31-0906786)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-10-11
IRS object ID
201232859349300628
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)
Timestamp2012-10-11T12:40:48-05:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN611249194EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1LISA P CASTLE CPA CFPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line13141 BEAUMONT CENTRE CI STE 102AddressLine1
CityLEXINGTONCity
StateKYState
ZIP Code40513ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN310906786EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1JEWISH FEDERATION OF THE BLUEGRASS INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlJEWINameControl
Phone8592680672Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line11050 CHINOE ROAD NO 112AddressLine1
CityLEXINGTONCity
StateKYState
ZIP Code40502ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameJUDY WORTMANName
TitleEXECUTIVE DIRECTORTitle
Phone8592680672Phone
Date Signed2012-08-22DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameLISA P CASTLE CPA CFPName
PTINP00365775PTIN
Phone8592191219Phone
Self EmployedXSelfEmployed
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonJUDY WORTMANNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line11050 CHINOE ROAD NO 112AddressLine1
CityLEXINGTONCity
StateKYState
ZIP Code40502ZIPCode
FieldValueIRS element (for citing)
Gross Receipts370469GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.JEWISHLEXINGTON.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1977YearFormation
State Legal DomicileKYStateLegalDomicile
Activity Or Mission DescriptionIN 2011 WE CONTINUED TO SERVE THE JEWISH COMMUNITY OF CENTRAL KY AND THOSE ABROAD WITH CONTINUING AND NEW PROGRAMS. WE HAD A SUCCESSFUL FUNDRAISING YEAR, IN PART DUE TO A GALA FUNDRAISER HONORING A COUPLE WHO ARE BELOVED PHILANTHROPISTS. TWO NEW PROGRAMS WERE ADDED THIS YEAR. THE FIRST IS PART OF A NATIONAL PROGRAM WHICH IS 60% FUNDED BY THE HAROLD GRINSPOON FOUNDATION, THIS PROGRAM PROVIDES MONTHLY JEWISH BOOKS TO JEWISH CHILDREN AGES 6 MOS TO 8 YRS, JUST UNDER 100 CHILDREN ARE ENROLLED IN THE PROGRAM. WE ALSO PROVIDE QUARTERLY SOCIAL AND EDUCATIONAL PROGRAM FOR THESE CHILDREN AND THEIR FAMILIES. THE SECOND NEW PROGRAM WE INSTITUTED WAS THE GLOBAL DAY OF JEWISH LEARNING. WE CONTINUED ALL OF OUR OTHER PROGRAMS INCLUDING CAMP SHALOM(WHICH SAW DECREASE IN # OF CAMPERS BUT INCREASE IN # OF NEED BASED SCHOLARSHIPS), LUNCH & LEARN W/THE RABBIS, LEISURE CLUB FOR SENIORS, EMERGENCY FUNDS FOR THOSE IN NEED, COMMUNITY VOLUNTEER PROGRAMS, FUNDING FOR BEN YAKIR YOUTH VILLAGE IN ISRAEL, ETC.ActivityOrMissionDescription
Nbr Voting Members Governing Body24NbrVotingMembersGoverningBody
Nbr Independent Voting Members24NbrIndependentVotingMembers
Total Nbr Employees25TotalNbrEmployees
Total Nbr Volunteers100TotalNbrVolunteers
Total Gross UBI6947TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year335247ContributionsGrantsPriorYear
Contributions Grants Current Year343101ContributionsGrantsCurrentYear
Program Service Revenue Prior Year32620ProgramServiceRevenuePriorYear
Program Service Revenue CY26295ProgramServiceRevenueCY
Investment Income Prior Year3566InvestmentIncomePriorYear
Investment Income Current Year1009InvestmentIncomeCurrentYear
Other Revenue Prior Year-1236OtherRevenuePriorYear
Other Revenue Current Year64OtherRevenueCurrentYear
Total Revenue Prior Year370197TotalRevenuePriorYear
Total Revenue Current Year370469TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year69013GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY62664GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year195417SalariesEtcPriorYear
Salaries Etc Current Year159192SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year103106OtherExpensePriorYear
Other Expenses Current Year117925OtherExpensesCurrentYear
Total Expenses Prior Year367536TotalExpensesPriorYear
Total Expenses Current Year339781TotalExpensesCurrentYear
Revenues Less Expenses Prior Year2661RevenuesLessExpensesPriorYear
Revenues Less Expenses CY30688RevenuesLessExpensesCY
Total Assets BOY162610TotalAssetsBOY
Total Assets EOY194044TotalAssetsEOY
Total Liabilities BOY2542TotalLiabilitiesBOY
Total Liabilities EOY3288TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY160068NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY190756NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionTHE MISSION OF THE FEDERATION IS TO SERVE THE JEWISH PEOPLE AND ITS IDEALS LOCALLY, IN ISRAEL, AND THROUGHOUT THE WORLD. THROUGH COORDINATED FUNDRAISING, COMMUNITY WIDE PROGRAMMING, SOCIAL SERVICES, EDUCATIONAL AND OTHER ACTIVITIES, THE FEDERATION SEEKS TO:1. BUILD COMMUNITY2. PROVIDE ASSITANCE FOR THOSE IN NEED3. ENHANCE JEWISH IDENTITY4. DEVELOP EFFECTIVE JEWISH LEADERS5. COMBAT ANTI-SEMITISM AND OTHER FORMS OF DISCRIMINATION6. FOSTER AN UNDERSTANDING OF JEWISH CULTURE AND RELIGIONMissionDescription
Significant New Program Services1SignificantNewProgramServices
Significant Change0SignificantChange
Expense41564Expense
DescriptionSHALOM NEWSPAPER - THIS NEWSPAPER IS COMPRISED OF 10 ISSUES PER YEAR AND PROVIDES THE LATEST NEWS AND INFORMATION ABOUT EVENTS STEMMING FROM LOCAL JEWISH CONGREGATIONS AND JEWISH ORGANIZATIONS, AS WELL AS ARTICLES ON TOPICS OF INTEREST TO THE JEWISH COMMUNITY.Description

Activity2 Activity2

FieldValueIRS element (for citing)
Expense31089Expense
DescriptionJEWISH FAMILY SERVICES - MAJOR SERVICES PROVIDED INCLUDE CASE MANAGEMENT, CRISIS INTERVENTION, ASSISTANCE TO OLDER ADULTS, PROCESSING REQUESTS FOR FINANCIAL ASSISTANCE, RESETTLEMENT AND ACCULTURATION OF NEW AMERICANS, ASSESSMENT AND REFERRAL OF INDIVIDUALS WITH SPECIAL NEEDS, FAMILY LIFE EDUCATION, AND ADVOCACY FOR MEMBERS OF THE JEWISH COMMUNITY.Description

Activity3 Activity3

FieldValueIRS element (for citing)
Expense43297Expense
DescriptionFUND HORSEBACK RIDING THERAPY AND MUSIC THERAPY PROGRAMS AT THE BEN YAKIR YOUTH VILLAGE IN ISRAEL. BEN YAKIR IS A RESIDENTIAL SCHOOL AND TREATMENT CENTER FOR DISADVANTAGED BOYS WHO ARE UNABLE TO FUNCTION IN THEIR OWN HOMES AND LOCAL SCHOOLS.Description

Activity Other ActivityOther (8 entries)

ExpenseExpenseRevenueRevenueDescriptionDescription
9180445JEWISH EDUCATION PROVIDED TO THE COMMUNITY THROUGH OCCASIONAL LECTURES, MUSICAL PROGRAMS AND DISCUSSIONS.
1644TIKKUN LEXINGTON IS THE JEWISH FEDERATION VOLUNTEER CORPS. IT OFTEN WORKS IN PARTNERSHIP WITH THE SOCIAL ACTION COMMITTEES OF OUR LOCAL CONGREGATIONS. THE NAME "TIKKUN LEXINGTON" IS DERIVED FROM THE JEWISH VALUE OF TIKKUN OLAM, OR REPAIRING THE WORLD. THE VOLUNTEER OPPORTUNITIES DEVELOPED BY TIKKUN LEXINGTON FOCUS ON HELPING THOSE IN NEED AND IN BEING AN INTEGRAL PART OF OUR CITY AND OUR REGION.
256592651VARIOUS COMMUNITY ACTIVITIES TO PROMOTE JEWISH CULTURE SUCH AS A JEWISH FILM SERIES WHERE 4 INTERNATIONAL FILMS ON JEWISH THEMES WERE SHOWN TO THE COMMUNITY, A DECEMBER PROGRAM AND HANUKKAH CELEBRATION AND A YOM HA ATZMAUT PROGRAM TO CELEBRATE ISRAEL'S INDEPENDENCE DAY.
17944BUILD COMMUNITY RELATIONS THROUGH THE FOLLOWING; LIAISON WITH NON-JEWISH ORGANIZATIONS, COORDINATE FEDERATION'S PARTICIPATION IN JOINT COMMUNAL EFFORTS, EDUCATE THE JEWISH COMMUNITY CONCERNING SOCIAL ACTION ISSUES, PROVIDE INFORMATION ABOUT ISRAEL AND THE MIDDLE EAST, BE A SOURCE OF BACKGROUND ON JEWISH COMMUNITIES IN FOREIGN LANDS, ADVOCATE FOR ISRAEL, FOR HUMAN RIGHTS, AND FOR JEWISH CAUSES, SPONSOR THE ANNUAL YOM HA SHOAH OBSERVANCE
750DUES TO SUPPORT ISRAEL ACTION NETWORK WHICH WORKS TO COUNTERACT ANTI-ISRAEL ACTIVITY
11475DUES TO SUPPORT THE PARENT ORGANIZATION, JEWISH FEDERATIONS OF NORTH AMERICA
2133216275SPONSOR DAY CAMP, "CAMP SHALOM" FOR CHILDREN TO PROMOTE FUN AND UNITY IN JEWISH COMMUNITY
1500HILLEL ALLOCATION - SUPPORT THE LOCAL UNIVERSITY CHAPTER OF HILLEL THAT OFFERS ACTIVITIES & SOCIAL ACTION FOR STUDENTS IN THE JEWISH COMMUNITY
FieldValueIRS element (for citing)
Total Of Other Program Service Exp89484TotalOfOtherProgramServiceExp
Total Of Other Program Service Rev19371TotalOfOtherProgramServiceRev
Total Program Service Expense205434TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments1TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities0ReportOtherLiabilities
Report Fin48 Footnote0ReportFin48Footnote
Independent Audit Financial Stmt0IndependentAuditFinancialStmt
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 With10969NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees25NumberOfEmployees
Employment Tax Returns Filed0EmploymentTaxReturnsFiled
Unrelated Business Income1UnrelatedBusinessIncome
Form990-T Filed1Form990-TFiled
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
Excess Business Holdings0ExcessBusinessHoldings
Taxable Distributions0TaxableDistributions
Distribution To Donor0DistributionToDonor
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members24NbrVotingGoverningBodyMembers
Number Independent Voting Members24NumberIndependentVotingMembers
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
Other WebsiteXOtherWebsite
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1EXECUTIVE DIRECTORBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number8592680672TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1CORPORATE ADDRESSAddressLine1
CityLEXINGTONCity
StateKYState
ZIP Code40502ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (25 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensation
ROBERT GROSSMAN
PRESIDENT3.00XX000
GARY YARUS
VICE PRESIDENT2.00XX000
HANNA SMITH
SECRETARY2.00XX000
BILL LUCAS
TREASURER2.00XX000
EVALYN BLOCK
DIRECTOR1.00X000
LINDA RAVVIN
DIRECTOR1.00X000
DIANA CLEWETT
DIRECTOR1.00X000
JANE CHAPUT
DIRECTOR1.00X000
SUSAN COBIN
DIRECTOR1.00X000
GAIL COHEN
DIRECTOR1.00X000
JENN GARLIN
DIRECTOR1.00X000
EVELYN DANTZIC-GELLER
DIRECTOR1.00X000
MICHAEL GROSSMAN
DIRECTOR1.00X000
LARRY KANT
DIRECTOR1.00X000
MINNA KATZ-BROWN
DIRECTOR1.00X000
AMY FAUST MAYER
DIRECTOR1.00X000
JENNIFER MILLER
DIRECTOR1.00X000
BETTY NIGOFF
DIRECTOR1.00X000
KATHYE SCHATTNER
DIRECTOR1.00X000
KAE SCHENNBERG
DIRECTOR1.00X000
DAVID SHAKIB
DIRECTOR1.00X000
MARTY SOLOMON
DIRECTOR1.00X000
ELISSA WEINSTEIN
DIRECTOR1.00X000
DAVID WEKSTEIN
DIRECTOR1.00X000
JUDY WORTMAN
EXECUTIVE DIRECTOR40.00X7150000
FieldValueIRS element (for citing)
Total Reportable Comp From Org71500TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation0TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K0TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K
Federated Campaigns53599FederatedCampaigns
All Other Contributions289502AllOtherContributions
Noncash Contributions5166NoncashContributions
Total Contributions343101TotalContributions

Program Service Revenue ProgramServiceRevenue (4 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncomeUnrelated Business RevenueUnrelatedBusinessRevenue
CAMP SHALOM INCOME9000991627516275
SHALOM NEWSPAPER54180069246924
COMMUNITY ACTIVITIES I90009926512651
JEWISH EDUCATION INCOM900099445445
FieldValueIRS element (for citing)
Total Program Service Revenue26295TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column1009TotalRevenueColumn
Exclusion$1,009ExclusionAmount
FieldValueIRS element (for citing)
Gross Income Fundraising Events78GrossIncomeFundraisingEvents
Fundraising Direct Expenses0FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column78TotalRevenueColumn
Exclusion$78ExclusionAmount

Other Revenue Misc OtherRevenueMisc (2 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnUnrelated Business RevenueUnrelatedBusinessRevenueExclusionExclusionAmount
COPIER USEAGE INCOME5614992323
UNREALIZED GAIN/(LOSS)900099-37-$37
FieldValueIRS element (for citing)
Total Other Revenue-14TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column370469TotalRevenueColumn
Related Or Exempt Function Income19371RelatedOrExemptFunctionIncome
Unrelated Business Revenue6947UnrelatedBusinessRevenue
Exclusion$1,050ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total58124Total
Program Services58124ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total4540Total
Program Services4540ProgramServices

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total130259Total
Program Services76173ProgramServices
Management And General54086ManagementAndGeneral

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total2892Total
Program Services1541ProgramServices
Management And General1351ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total15544Total
Program Services7281ProgramServices
Management And General8263ManagementAndGeneral

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total10497Total
Program Services6450ProgramServices
Management And General4047ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total8052Total
Management And General8052ManagementAndGeneral

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total77Total
Management And General77ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total24499Total
Program Services22229ProgramServices
Management And General2270ManagementAndGeneral

Advertising Advertising

FieldValueIRS element (for citing)
Total668Total
Management And General668ManagementAndGeneral

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total18485Total
Program Services4080ProgramServices
Management And General14405ManagementAndGeneral

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total5191Total
Management And General5191ManagementAndGeneral

Occupancy Occupancy

FieldValueIRS element (for citing)
Total16494Total
Program Services2160ProgramServices
Management And General14334ManagementAndGeneral

Travel Travel

FieldValueIRS element (for citing)
Total1072Total
Program Services930ProgramServices
Management And General142ManagementAndGeneral

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total4578Total
Program Services4578ProgramServices

Payments To Affiliates PaymentsToAffiliates

FieldValueIRS element (for citing)
Total165Total
Management And General165ManagementAndGeneral

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total2498Total
Program Services610ProgramServices
Management And General1888ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total2941Total
Program Services235ProgramServices
Management And General2706ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneral
PROGRAM SUPPLIES1276812768
CAMPAIGN FACILITIES & M1115811158
EMPLOYEE BONUS50005000
FAMILY SERVICES EMERGEN20352035

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total2244Total
Program Services1700ProgramServices
Management And General544ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total339781Total
Program Services205434ProgramServices
Management And General134347ManagementAndGeneral
Fundraising0Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY93734BOY
EOY120650EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY50733BOY
EOY56629EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY6746BOY
EOY5283EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis28587LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec17105LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY11397BOY
EOY11482EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY162610BOY
EOY194044EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY2542BOY
EOY3288EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY2542BOY
EOY3288EOY
FieldValueIRS element (for citing)
Do Not Follow SFAS117XDoNotFollowSFAS117

Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc

FieldValueIRS element (for citing)
BOY160068BOY
EOY190756EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY160068BOY
EOY190756EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY162610BOY
EOY194044EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses30688ReconcilationRevenueExpenses
Reconcilation Other Changes0ReconcilationOtherChanges
Method Of Accounting CashXMethodOfAccountingCash
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited0FSAudited
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2XPubliclySupportedOrg509a2

Gifts Grants Contrib Received509 GiftsGrantsContribReceived509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years374258CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years314014CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years333618CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year335247CurrentTaxYearMinus1Year
Current Tax Year343101CurrentTaxYear
Total1700238Total

Gross Receipts From Admissions GrossReceiptsFromAdmissions

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years16394CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years21704CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years25018CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year27904CurrentTaxYearMinus1Year
Current Tax Year19371CurrentTaxYear
Total110391Total

Total509 Total509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years390652CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years335718CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years358636CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year363151CurrentTaxYearMinus1Year
Current Tax Year362472CurrentTaxYear
Total1810629Total

Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years30318CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years26532CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years56846CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year33037CurrentTaxYearMinus1Year
Current Tax Year36865CurrentTaxYear
Total183598Total

Amts From Subst Contributors AmtsFromSubstContributors

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years123070CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years84300CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years265754CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year57750CurrentTaxYearMinus1Year
Current Tax Year76950CurrentTaxYear
Total607824Total

Support From DQ Ps Etc SupportFromDQPsEtc

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years153388CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years110832CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years322600CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year90787CurrentTaxYearMinus1Year
Current Tax Year113815CurrentTaxYear
Total791422Total
FieldValueIRS element (for citing)
Public Support Total5091019207PublicSupportTotal509

Gross Investment Income509 GrossInvestmentIncome509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years2204CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years60433CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years19574CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year3566CurrentTaxYearMinus1Year
Current Tax Year1009CurrentTaxYear
Total86786Total

Investment Income And UBTI InvestmentIncomeAndUBTI

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years2204CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years60433CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years19574CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year3566CurrentTaxYearMinus1Year
Current Tax Year1009CurrentTaxYear
Total86786Total

Net Income From Other UBI NetIncomeFromOtherUBI

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year6155CurrentTaxYearMinus1Year
Current Tax Year6947CurrentTaxYear
Total13102Total

Other Income509 OtherIncome509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years4059CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years11253CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years8780CurrentTaxYearMinus2Years
Current Tax Year41CurrentTaxYear
Total24133Total

Total Support Total TotalSupportTotal

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years396915CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years407404CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years386990CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year372872CurrentTaxYearMinus1Year
Current Tax Year370469CurrentTaxYear
Total1934650Total
FieldValueIRS element (for citing)
Public Support Percentage5090.52680PublicSupportPercentage509
Prior Year Support Percentage0.52850PriorYearSupportPercentage
Investment Income Percentage0.04490InvestmentIncomePercentage
Prior Yr Invest Income Percentage0.04390PriorYrInvestIncomePercentage
Thirty Three Percnt Tests CY509XThirtyThreePercntTestsCY509

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

Current Year CurrentYear

FieldValueIRS element (for citing)
Contributions55901Contributions
Investment Earnings Or Losses805InvestmentEarningsOrLosses
Administrative Expenses77AdministrativeExpenses
End Of Year Balance56629EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance0.90240BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.09760PermanentEndowmentEOYBalance
Endowments Held By Unrelated Orgs1EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs0EndowmentsHeldByRelatedOrgs

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Other Cost Or Other Basis11804OtherCostOrOtherBasis
Depreciation1512Depreciation
Book Value10292BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis16783OtherCostOrOtherBasis
Depreciation15593Depreciation
Book Value1190BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings11482TotalOfBookValueLandBuildings

Form990 Schedule D Part XIV Form990ScheduleDPartXIV

FieldValueIRS element (for citing)
IdentifierDESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS:Identifier
Return ReferencePART V, LINE 4:ReturnReference
ExplanationTHE BOARD DESIGNATED/QUASI-ENDOWMENT FUNDS HAVE BEEN SET ASIDE FOR USE IN EMERGENCY SITUATIONS AS THE BOARD DEEMS NECESSARY. THE PERMANENT ENDOWMENT FUND HAS BEEN ASIDE AND THE INCOME EARNED IS TO BE USED FOR PROGRAMS OF THE FEDERATION.Explanation

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable (3 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrantAddress Line2AddressUS/AddressLine2
JEWISH FEDERATION OF NORTH AMERICA
25 BROADWAY STE 1700NEW YORKNY100041010131624240501(C)(3)55523$11,475 ANNUAL DUES TO PARENT ORGANIZATION; $750 DESIGNATED FOR THE ISRAEL ACTION NETWORK; $43,298 DESIGNATED TO SUPPORT THE BEN YAKIR YOUTH ORGANIZATION IN ISRAEL
BIRTHRIGHT OF ISRAEL FOUNDATION
P O BOX 1784NEW YORKNY10156134092050501(C)(3)1101PROVIDE FINANCIAL SUPPORT TO ORGANIZATION THAT ASSURES THE GIFT OF THE 10-DAY BIRTHRIGHT ISRAEL EDUCATIONAL TRIP TO EVERY JEWISH YOUNG ADULT
UNIVERSITY OF KY HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE
C/O N SCHOENBERG 125 MEDICALLEXINGTONKY405360086616001218501(C)(3)1500SUPPORT THE LOCAL UNIVERSITY CHAPTER OF HILLEL THAT OFFERS ACTIVITIES & SOCIAL ACTION FOR STUDENTS IN THE JEWISH COMMUNITYBEHAVIORAL SCIENCE BLDG UNIVERSITY
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants3TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations3TotalNbrOfOtherOrganizations

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierPROCEDURE FOR MONITORING GRANTS IN THE U.S.:Identifier
Return ReferencePART I, LINE 2:ReturnReference
ExplanationSCHEDULE I, PART I, LINE 2: THE ORGANIZATION RECEIVES REPORTS FROM THE AGENCY REGARDING THE USE OF THE FUNDS AND IN CERTAIN CASES ON-SITE VISITS ARE MADE TO VERIFY USE OF FUNDS.Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (5 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
NEW PROGRAM SERVICESFORM 990, PART III, LINE 2NEW PROGRAMS BEGAN IN 2011 WERE THE PJ LIBRARY, WHICH PROVIDES CHILDREN AGE 6 MONTHS TO 8 YEARS A NEW JEWISH BOOK EACH MONTH AND IS PART OF A NATIONAL PROGRAM, AND THE SECOND NEW PROGRAM WAS THE GLOBAL DAY OF JEWISH LEARNING.
FORM 990, PART VI, SECTION B, LINE 11THE EXECUTIVE DIRECTOR AND THE STAFF REVIEW THE FORM 990 BEFORE IT IS FILED. A FINAL COPY IS MADE AVAILABLE TO EVERY BOARD MEMBER BUT THE BOARD OF DIRECTORS DOES NOT UNDERTAKE A REVIEW OF THE RETURN BEFORE IT IS FILED.
FORM 990, PART VI, SECTION B, LINE 12CA LETTER IS MAILED TO BOARD MEMBERS ANNUALLY AND THE EXECUTIVE DIRECTOR FOLLOWS UP WHERE NECESSARY.
FORM 990, PART VI, SECTION B, LINE 15THE KEY EMPLOYEES ARE HIRED THROUGH THE PLACEMENT SERVICE OF THE NATIONAL PARENT ORGANIZATION, JEWISH FEDERATIONS OF NORTH AMERICA (JFNA). THE JFNA MAKES RECOMMENDATIONS REGARDING THE SALARY FOR THE EXECUTIVE DIRECTOR BASED UPON COMPARABLE POSITIONS IN OTHER LOCAL OFFICES. DUE TO BUDGETARY CONSTRAINTS OF THE ORGANIZATION, THE STARTING SALARY OFFERED TO THE MOST RECENT EXECUTIVE DIRECTOR WAS $20,000 LOWER THAN THE RECOMMENDATION OF JFNA.
FORM 990, PART VI, SECTION C, LINE 19THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND THE FORM 990 ARE AVAILABLE BY REQUEST THROUGH THE ORGANIZATION'S OFFICE.

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII

Name Of Disregarded Entity NameOfDisregardedEntity

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

Address US AddressUS

FieldValueIRS element (for citing)
Address Line125 BROADWAY STREET STE 1700AddressLine1
CityNEW YORKCity
StateNYState
ZIP Code100041010ZIPCode
FieldValueIRS element (for citing)
EIN131624240EIN
Primary ActivitiesREPRESENTS LOCAL JEWISH FEDERATIONS & COMMUNITIESPrimaryActivities
Legal Domicile StateNYLegalDomicileState
Exempt Code Section501(C)(3)ExemptCodeSection
Public Charity StatusLINE 9PublicCharityStatus
Direct Controlling Entity NAN/ADirectControllingEntityNA
Controlled Org0ControlledOrg
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org1GiftGrantOrCapContrToOtherOrg
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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