YOUNGSTOWN AREA JEWISH FEDERATION: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- YOUNGSTOWN AREA JEWISH FEDERATION (EIN 34-0714442)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-14
- IRS object ID
- 201103189349302670
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-14T10:35:36-06:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARBIS WALKER LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2599 WILMINGTON ROAD | AddressLine1 |
| City | NEW CASTLE | City |
| State | PA | State |
| ZIP Code | 16105 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 340714442 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YOUNGSTOWN AREA JEWISH FEDERATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | YOUN | NameControl |
| Phone | 3307463251 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 GYPSY LANE | AddressLine1 |
| City | YOUNGSTOWN | City |
| State | OH | State |
| ZIP Code | 44504 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SAM KOOPERMAN | Name |
| Title | EXECUTIVE VICE PRESIDENT | Title |
| Phone | 3307463251 | Phone |
| Date Signed | 2011-11-08 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JEFFREY J PETRELL CPA | Name |
| Phone | 7246581565 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | SAM KOOPERMAN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 GYPSY LANE | AddressLine1 |
| City | YOUNGSTOWN | City |
| State | OH | State |
| ZIP Code | 44504 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 11177616 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | NA | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1935 | YearFormation |
| State Legal Domicile | OH | StateLegalDomicile |
| Activity Or Mission Description | THE 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 Body | 28 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 25 | NbrIndependentVotingMembers |
| Total Nbr Employees | 286 | TotalNbrEmployees |
| Total Nbr Volunteers | 100 | TotalNbrVolunteers |
| Total Gross UBI | 53417 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -12016 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1968193 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2460339 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 8020177 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 7929983 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -162268 | InvestmentIncomePriorYear |
| Investment Income Current Year | 523736 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 215273 | OtherRevenuePriorYear |
| Other Revenue Current Year | 189336 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 10041375 | TotalRevenuePriorYear |
| Total Revenue Current Year | 11103394 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1125846 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1056051 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 6562266 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 6060027 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 252481 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 4017362 | OtherExpensePriorYear |
| Other Expenses Current Year | 3827208 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 11705474 | TotalExpensesPriorYear |
| Total Expenses Current Year | 10943286 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -1664099 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 160108 | RevenuesLessExpensesCY |
| Total Assets BOY | 33858668 | TotalAssetsBOY |
| Total Assets EOY | 35769011 | TotalAssetsEOY |
| Total Liabilities BOY | 6158880 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 6223163 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 27699788 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 29545848 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE 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 PEOPLE | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 5804665 | Expense |
| Revenue | 5609887 | Revenue |
| Description | HERITAGE MANOR NURSING HOME GERIATRIC RESIDENTIAL CARE NURSING HOME. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1056051 | Expense |
| Revenue | 235030 | Revenue |
| Description | GRANTS AND ALLOCATIONS TO VARIOUS CHARITABLE ORGANIZATIONS FOR SPECIFIC PURPOSES. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1789233 | Expense |
| Revenue | 1131121 | Revenue |
| Description | JEWISH COMMUNITY CENTER SOCIAL, RECREATIONAL, CULTURAL, PHYSICAL EDUCATION, NURSERY SCHOOL, DAY CARE, ETC. | Description |
Activity Other ActivityOther (4 entries)
| ExpenseExpense | RevenueRevenue | DescriptionDescription |
|---|---|---|
| 353809 | 131491 | JEWISH FAMILY SERVICES GENERAL SOCIAL CASE WORK AND GUARDIANSHIPS. |
| 76241 | 1211 | JEWISH JOURNAL. |
| 53877 | JEWISH COMMUNITY RELATIONS COUNCIL. | |
| 843560 | 780252 | LEVY GARDENS ASSISTED LIVING FACILITY. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 1327487 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 912954 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 9977436 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Donor Advised Funds | 1 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 1 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 33 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 286 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Taxable Distributions | 0 | TaxableDistributions |
| Distribution To Donor | 0 | DistributionToDonor |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 28 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 25 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID J STAUFFER CFO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3307463251 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 GYPSY LANE | AddressLine1 |
| City | YOUNGSTOWN | City |
| State | OH | State |
| ZIP Code | 44501 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (31 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| WILLIAM BENEDIKT | |||||||
| PRESIDENT | 1.00 | X | X | 0 | 0 | 0 | |
| AMY HENDRICKS | |||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 | |
| SAM SHAPIRO | |||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 | |
| SCOTT LEWIS | |||||||
| VP/JCRC PRESIDENT | 1.00 | X | X | 0 | 0 | 0 | |
| GARY CLAYMAN | |||||||
| VP/HUMAN SERVICES PRESIDEN | 1.00 | X | X | 0 | 0 | 0 | |
| TOD NEWMAN | |||||||
| VP/JCC PRESIDENT | 1.00 | X | X | 0 | 0 | 0 | |
| BRUCE SHERMAN | |||||||
| PAST PRESIDENT | 1.00 | X | 0 | 0 | 0 | ||
| ALAN MIRKIN | |||||||
| IMMEDIATE PAST PRESIDENT | 1.00 | X | 0 | 0 | 0 | ||
| MARC SILVERMAN | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| SAM A ROTH | |||||||
| PAST PRESIDENT | 1.00 | X | 0 | 0 | 0 | ||
| MYRA BENEDIKT | |||||||
| PAST PRESIDENT | 1.00 | X | 0 | 0 | 0 | ||
| DR RONALD ROTH | |||||||
| PAST PRESIDENT | 1.00 | X | 0 | 0 | 0 | ||
| JEFF SIMON | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| LEE BURDMAN | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| FLORENCE HARSHMAN | |||||||
| HONORARY VP | 1.00 | X | 0 | 0 | 0 | ||
| ATTY ALAN KRETZER | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| PAUL SCHWEBEL | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| BRUCE LEV | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| ATTY ROBERT LEV | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| RABBI JOSEPH SCHONBERGER | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| NEIL KABACK | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| NANCY WAGNER | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| PETER GRINSTEIN | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| LOUIS EPSTEIN | |||||||
| PAST PRESIDENT | 1.00 | X | 0 | 0 | 0 | ||
| JAMES PAZOL | |||||||
| PAST PRESIDENT | 1.00 | X | 0 | 0 | 0 | ||
| SAM D ROTH | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| IRVING LEV | |||||||
| HONORARY VP | 1.00 | X | 0 | 0 | 0 | ||
| ALAN NATHAN | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| SAM KOOPERMAN | |||||||
| EXECUTIVE VP | 40.00 | X | 136305 | 0 | 30749 | ||
| DAVID STAUFFER | |||||||
| CFO | 40.00 | X | 79000 | 0 | 16887 | ||
| GARY WEISS | |||||||
| NURSING HOME ADMINISTRATOR | 40.00 | 142962 | 0 | 19669 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 358267 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 67305 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| MUTUAL OF AMERICA | |||||
| PO BOX 2493 | NEW YORK | NY | 10185 | LIFE INSURANCE | 512153 |
| ANTHEM | |||||
| PO BOX 105673 | ATLANTA | GA | 30348 | HEALTH INSURANCE | 393202 |
| PREMIER THERAPY | |||||
| 701 SHARON ROAD | BEAVER | PA | 15009 | THERAPY SERVICES | 340591 |
| OHIO EDISON | |||||
| 76 S MAIN STREET | AKRON | OH | 44308 | ELECTRIC | 189395 |
| GORDON FOOD SERVICE INC | |||||
| PO BOX 1787 | GRAND RAPIDS | MI | 49501 | FOOD SERVICES | 135495 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 6 | NumberOfContractorsGT100K |
| Federated Campaigns | 50482 | FederatedCampaigns |
| Fundraising Events | 76627 | FundraisingEvents |
| All Other Contributions | 2333230 | AllOtherContributions |
| Total Contributions | 2460339 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| HERITAGE MANOR | 900099 | 5609887 | 5609887 |
| JEWISH COMMUNITY CENTE | 900099 | 1131121 | 1131121 |
| LEVY GARDENS | 900099 | 780252 | 780252 |
| ENDOWMENT | 900099 | 235030 | 235030 |
| JEWISH FAMILY SERVICES | 900099 | 131491 | 131491 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 42202 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1211 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 40991 | UnrelatedBusinessRevenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 7929983 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 286986 | TotalRevenueColumn |
| Exclusion | $286,986 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 47635 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 40065 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 7570 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7570 | TotalRevenueColumn |
| Exclusion | $7,570 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 236750 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 236750 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 236750 | TotalRevenueColumn |
| Exclusion | $236,750 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 32370 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 76627 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 28988 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3382 | TotalRevenueColumn |
| Exclusion | $3,382 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 6519 | GrossIncomeGaming |
| Gaming Direct Expenses | 2503 | GamingDirectExpenses |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4016 | TotalRevenueColumn |
| Exclusion | $4,016 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 2001 | GrossSalesOfInventory |
| Cost Of Goods Sold | 2666 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -665 | TotalRevenueColumn |
| Unrelated Business Revenue | -665 | UnrelatedBusinessRevenue |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| ADMIN - SERVICES | 900099 | 161942 | $161,942 | |
| GRAPHICS INCOME | 900099 | 13091 | 13091 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 175033 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 11103394 | TotalRevenueColumn |
| Related Or Exempt Function Income | 7888992 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 53417 | UnrelatedBusinessRevenue |
| Exclusion | $700,646 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1056051 | Total |
| Program Services | 1056051 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 262941 | Total |
| Management And General | 262941 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4564760 | Total |
| Program Services | 4223542 | ProgramServices |
| Management And General | 183275 | ManagementAndGeneral |
| Fundraising | 157943 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 303097 | Total |
| Program Services | 275306 | ProgramServices |
| Management And General | 21393 | ManagementAndGeneral |
| Fundraising | 6398 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 573878 | Total |
| Program Services | 544010 | ProgramServices |
| Management And General | 23938 | ManagementAndGeneral |
| Fundraising | 5930 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 355351 | Total |
| Program Services | 314946 | ProgramServices |
| Management And General | 28374 | ManagementAndGeneral |
| Fundraising | 12031 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12511 | Total |
| Program Services | 8773 | ProgramServices |
| Management And General | 2799 | ManagementAndGeneral |
| Fundraising | 939 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35701 | Total |
| Program Services | 24634 | ProgramServices |
| Management And General | 3927 | ManagementAndGeneral |
| Fundraising | 7140 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 759640 | Total |
| Program Services | 753865 | ProgramServices |
| Management And General | 3110 | ManagementAndGeneral |
| Fundraising | 2665 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 141257 | Total |
| Program Services | 98183 | ProgramServices |
| Management And General | 29456 | ManagementAndGeneral |
| Fundraising | 13618 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 364530 | Total |
| Program Services | 364530 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 56601 | Total |
| Program Services | 33569 | ProgramServices |
| Management And General | 16773 | ManagementAndGeneral |
| Fundraising | 6259 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4414 | Total |
| Management And General | 4414 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 513091 | Total |
| Program Services | 460508 | ProgramServices |
| Management And General | 39928 | ManagementAndGeneral |
| Fundraising | 12655 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 96781 | Total |
| Program Services | 84423 | ProgramServices |
| Management And General | 9609 | ManagementAndGeneral |
| Fundraising | 2749 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | FundraisingFundraising | Management And GeneralManagementAndGeneral |
|---|---|---|---|---|
| DIETARY COSTS | 453286 | 452151 | 1135 | |
| TAXES AND LICENSES | 324099 | 321927 | 2172 | |
| MISCELLANEOUS | 272794 | 208497 | 7570 | 56727 |
| MEDICAL & DRUGS | 207288 | 207288 | ||
| REPAIRS & MAINTENANCE | 148708 | 132926 | 2207 | 13575 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 436507 | Total |
| Program Services | 412307 | ProgramServices |
| Management And General | 10958 | ManagementAndGeneral |
| Fundraising | 13242 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10943286 | Total |
| Program Services | 9977436 | ProgramServices |
| Management And General | 713369 | ManagementAndGeneral |
| Fundraising | 252481 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1065193 | BOY |
| EOY | 601162 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 373709 | BOY |
| EOY | 239043 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1012278 | BOY |
| EOY | 988550 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 127353 | BOY |
| EOY | 175858 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 16546220 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 8612524 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7695616 | BOY |
| EOY | 7933696 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22766775 | BOY |
| EOY | 25021102 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 817744 | BOY |
| EOY | 809600 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33858668 | BOY |
| EOY | 35769011 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4961339 | BOY |
| EOY | 5006621 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 410249 | BOY |
| EOY | 456876 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 787292 | BOY |
| EOY | 759666 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6158880 | BOY |
| EOY | 6223163 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16897340 | BOY |
| EOY | 18575647 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9257638 | BOY |
| EOY | 9421589 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1544810 | BOY |
| EOY | 1548612 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27699788 | BOY |
| EOY | 29545848 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33858668 | BOY |
| EOY | 35769011 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 160108 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 1685952 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2006028 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2524718 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2517323 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1968193 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2460339 | CurrentTaxYear |
| Total | 11476601 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2006028 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2524718 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2517323 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1968193 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2460339 | CurrentTaxYear |
| Total | 11476601 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 11476601 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 601378 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 661952 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 622822 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 619955 | CurrentTaxYearMinus1Year |
| Current Tax Year | 571371 | CurrentTaxYear |
| Total | 3077478 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1563020 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3429194 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 430494 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 234586 | CurrentTaxYearMinus1Year |
| Current Tax Year | 213922 | CurrentTaxYear |
| Total | 5871216 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 20425295 | TotalSupport |
| Gross Receipts From Admissions Etc | 37497456 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.56190 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.53350 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | Volunteers |
| Paid Staff Or Management | 1 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 0 | GrantsOtherOrganizations |
| Direct Contact Legislators | 1 | DirectContactLegislators |
| Direct Contact Legislators | $5,393 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 1 | OtherActivities |
| Other Activities | $2,829 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 8222 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF OTHER LOBBYING ACTIVITIES: | Identifier |
| Return Reference | PART II-B, LINE 1I: | ReturnReference |
| Explanation | A PORTION OF YOUNGSTOWN AREA JEWISH FEDERATION'S DUES TO GOVERNMENT AFFAIRS COMMITTEE OF OHIO JEWISH COMMUNITY ARE USED FOR LOBBYING. AN 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 25 | NumberDAFsHeld |
| Number Funds Held | 73 | NumberFundsHeld |
| Donor Advised Contributions | 136395 | DonorAdvisedContributions |
| Contrib To Funds And Other Accounts | 188926 | ContribToFundsAndOtherAccounts |
| Aggregate DAF Value | 1894760 | AggregateDAFValue |
| Aggregate Fund Value | 15376829 | AggregateFundValue |
| Disclosed Orgs Legal Control | 1 | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | 1 | DisclosedForCharitablePurposes |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 18894004 | BeginningOfYearBalance |
| Contributions | 1349066 | Contributions |
| Investment Earnings Or Losses | 2192640 | InvestmentEarningsOrLosses |
| Other Expenditures | 2062888 | OtherExpenditures |
| Administrative Expenses | 404415 | AdministrativeExpenses |
| End Of Year Balance | 19968407 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 14910796 | BeginningOfYearBalance |
| Contributions | 1879986 | Contributions |
| Investment Earnings Or Losses | 3286811 | InvestmentEarningsOrLosses |
| Other Expenditures | 1014184 | OtherExpenditures |
| Administrative Expenses | 169405 | AdministrativeExpenses |
| End Of Year Balance | 18894004 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 20921412 | BeginningOfYearBalance |
| Contributions | 984598 | Contributions |
| Investment Earnings Or Losses | -4507140 | InvestmentEarningsOrLosses |
| Other Expenditures | 2282151 | OtherExpenditures |
| Administrative Expenses | 205923 | AdministrativeExpenses |
| End Of Year Balance | 14910796 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.45000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.08000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.47000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 91070 | OtherCostOrOtherBasis |
| Book Value | 91070 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 13744058 | OtherCostOrOtherBasis |
| Depreciation | 6882371 | Depreciation |
| Book Value | 6861687 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2047533 | OtherCostOrOtherBasis |
| Depreciation | 1468933 | Depreciation |
| Book Value | 578600 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 663559 | OtherCostOrOtherBasis |
| Depreciation | 261220 | Depreciation |
| Book Value | 402339 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 7933696 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (5 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| MARKETABLE SECURITIES | 17832977 | F |
| LAND AND BLDG HELD FOR SALE | 189349 | C |
| INVESTMENT IN REAL ESTATE PARTNERSHIP | 89065 | C |
| CASH VALUE OF LIFE INSURANCE | 275916 | C |
| MUTUAL FUNDS | 6633795 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 25021102 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | GIFT ANNUITY PAYABLE | Description |
| Amount | $759,666 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 759666 | TotalOfAmounts |
| Total Revenue | 11103394 | TotalRevenue |
| Total Expenses | 10943286 | TotalExpenses |
| Excess Or Deficit For Year | 160108 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 1510036 | NetUnrealizedGLOnInvestments |
| Other | $175,916 | OtherAmount |
| Total Adjustments | 1685952 | TotalAdjustments |
| Excess Or Deficit Per FS | 1846060 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 12112600 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 969141 | NetUnrealizedGainsInvestments |
| Other Revenues | 40065 | OtherRevenues |
| Revenue Not Rptd F990 | 1009206 | RevenueNotRptdF990 |
| Revenue Subtotal | 11103394 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 11103394 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 10983351 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 40065 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 40065 | ExpensesNotRptdF990 |
| Expenses Subtotal | 10943286 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 10943286 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| 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, 2007, AND THEREAFTER REMAIN SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAX AUTHORITIES. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | CHANGE IN PERMANENTLY RESTRICTED NET ASSETS 3,802. CHANGE IN ACCUMULATED LIABILITY FOR PENSION BENEFITS 220,398. CHANGE IN TEMPORARILY RESTRICTED NET ASSETS -48,284. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 40,065. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 40,065. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GOLF OUTING | NameOfEvent1 |
| Gross Receipts Event1 | 96865 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 64495 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 32370 | GrossRevenueEvent1 |
| Food And Beverage Event1 | 13431 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 9853 | OtherDirectExpensesEvent1 |
| Name Of Event2 | GIFT WRAP | NameOfEvent2 |
| Gross Receipts Event2 | 11808 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 11808 | CharitableContributionsEvent2 |
| Other Direct Expenses Event2 | 5704 | OtherDirectExpensesEvent2 |
| Gross Receipts Total | 108673 | GrossReceiptsTotal |
| Charitable Contributions Total | 76303 | CharitableContributionsTotal |
| Gross Revenue Total Events | 32370 | GrossRevenueTotalEvents |
| Food And Beverage Total Events | 13431 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 15557 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 28988 | DirectExpenseSummaryEvents |
| Net Income Summary | 3382 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (15 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|
| JEWISH FEDERATIONS OF NORTH AMERICA | |||||
| 111 EIGHT AVE 11TH FLOOR | NEW YORK | NY | 10011 | 461486 | TO SUPPORT ORGANIZATIONS THAT HAVE ACTIVITIES THAT FALL WITHIN OUR MISSION |
| JEWISH TELEGRAPHIC AGENCY INC | |||||
| 3300 SEVENTH AVENUE 11TH FLOOR | NEW YORK | NY | 10011 | 675 | TO SUPPORT ORGANIZATIONS THAT HAVE ACTIVITIES THAT FALL WITHIN OUR MISSION |
| UNITED HIAS SERVICE | |||||
| 333 SEVENTH AVENUE 17TH FLOOR | NEW YORK | NY | 10011 | 750 | TO SUPPORT ORGANIZATIONS THAT HAVE ACTIVITIES THAT FALL WITHIN OUR MISSION |
| ANTI-DEFAMATION LEAGUE | |||||
| PO BOX 26226 | WASHINGTON | DC | 20090 | 900 | TO SUPPORT ORGANIZATIONS THAT HAVE ACTIVITIES THAT FALL WITHIN OUR MISSION |
| JEWISH COUNCIL FOR PUBLIC AFFAIRS | |||||
| 116 EAST 27TH STREET 10TH FLOOR | NEW YORK | NY | 10016 | 3400 | TO SUPPORT ORGANIZATIONS THAT HAVE ACTIVITIES THAT FALL WITHIN OUR MISSION |
| B'NAI B'RITH YOUTH SERVICE | |||||
| 2020 K ST NW 7TH FLOOR | WASHINGTON | DC | 20002 | 3000 | TO SUPPORT ORGANIZATIONS THAT HAVE ACTIVITIES THAT FALL WITHIN OUR MISSION |
| ASSOCIATION OF JFCS | |||||
| 557 CRANBERRY ROAD SUITE 2 | EAST BRUNSWICK | NJ | 08816 | 250 | TO SUPPORT ORGANIZATIONS THAT HAVE ACTIVITIES THAT FALL WITHIN OUR MISSION |
| JEWISH COMMUNITY CENTER ASSOC | |||||
| 520 EIGTH AVENUE | NEW YORK | NY | 10011 | 2500 | TO SUPPORT ORGANIZATIONS THAT HAVE ACTIVITIES THAT FALL WITHIN OUR MISSION |
| JEWISH EDUCATION SERVICE OF NA | |||||
| 111 EIGHT AVE 11TH FLOOR | NEW YORK | NY | 10011 | 500 | TO SUPPORT ORGANIZATIONS THAT HAVE ACTIVITIES THAT FALL WITHIN OUR MISSION |
| OHIO HILLEL FUND CONSORTIUM | |||||
| 1750 EUCLID AVENUE | CLEVELAND | OH | 44115 | 31337 | TO SUPPORT ORGANIZATIONS THAT HAVE ACTIVITIES THAT FALL WITHIN OUR MISSION |
| COMMISSION FOR JEWISH EDUCATION | |||||
| 505 GYPSY LANE | YOUNGSTOWN | OH | 44504 | 19199 | TO SUPPORT ORGANIZATIONS THAT HAVE ACTIVITIES THAT FALL WITHIN OUR MISSION |
| AKIVA ACADEMY | |||||
| 505 GYPSY LANE | YOUNGSTOWN | OH | 44504 | 90000 | TO SUPPORT ORGANIZATIONS THAT HAVE ACTIVITIES THAT FALL WITHIN OUR MISSION |
| OTHER ALLOCATIONS AND GRANTS | |||||
| 505 GYPSY LANE | YOUNGSTOWN | OH | 44504 | 422654 | TO SUPPORT ORGANIZATIONS THAT HAVE ACTIVITIES THAT FALL WITHIN OUR MISSION |
| BIRTHRIGHT ISRAEL CAMPAIGN | |||||
| 111 EIGHT AVE 11TH FLOOR | NEW YORK | NY | 10011 | 8000 | TO SUPPORT ORGANIZATIONS THAT HAVE ACTIVITIES THAT FALL WITHIN OUR MISSION |
| GOVERNMENT AFFAIRS COMMITTEE OF OJC | |||||
| 50 W BROAD ST STE 1815 | COLUMBUS | OH | 43215 | 11400 | TO SUPPORT ORGANIZATIONS THAT HAVE ACTIVITIES THAT FALL WITHIN OUR MISSION |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SAM KOOPERMAN | |||||||||||||
| 136305 | 0 | 0 | 0 | 0 | 0 | 20207 | 0 | 10542 | 0 | 167054 | 0 | 0 | 0 |
| GARY WEISS | |||||||||||||
| 142962 | 0 | 0 | 0 | 0 | 0 | 17995 | 0 | 1674 | 0 | 162631 | 0 | 0 | 0 |
Schedule L IRS990ScheduleL
Loan Table LoanTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | SAM KOOPERMAN | NamePerson |
| Purpose Of Loan | PERSONAL USE | PurposeOfLoan |
| Loan From Organization | X | LoanFromOrganization |
| Original Principal | $16,778 | OriginalPrincipalAmount |
| Balance Due | 4288 | BalanceDue |
| Default | 0 | Default |
| Approved By Board | 1 | ApprovedByBoard |
| Written Agreement | 0 | WrittenAgreement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 4288 | TotalBalanceDue |
Form990 Schedule L Part IV Form990ScheduleLPartIV (3 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| BONNIE BURDMAN | |||
| FAMILY MEMBER OF LEE BURDMAN, BOARD MEMBER | 25881 | EMPLOYEE OF YOUNGSTOWN AREA JEWISH FEDERATION | 0 |
| DEBBI GRINSTEIN | |||
| FAMILY MEMBER OF PETER GRINSTEIN, BOARD MEMBER | 35889 | EMPLOYEE OF YOUNGSTOWN AREA JEWISH FEDERATION | 0 |
| SUSAN SCHONBERGER | |||
| FAMILY MEMBER OF RABBI JOSEPH SCHONBERGER, BOARD MEMBER | 20000 | INDEPENDENT CONTRACTOR FOR YOUNGSTOWN AREA JEWISH FEDERATION | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | SAM A. ROTH AND SAM D. ROTH, BOARD MEMBERS OWN A BUSINESS TOGETHER. SAM A. ROTH, SAM D. ROTH, AND DR. RONALD ROTH, BOARD MEMBERS ARE RELATED. ATTY. 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 11 | YOUNGSTOWN 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. | |
| YOUNGSTOWN 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 12C | |
| COMPENSATION 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 B, LINE 15 | |
| YOUNGSTOWN 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 18 | |
| AT 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 VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 1,510,036. CHANGE IN PERMANENTLY RESTRICTED NET ASSETS 3,802. CHANGE IN ACCUMULATED LIABILITY FOR PENSION BENEFITS 220,398. CHANGE IN TEMPORARILY RESTRICTED NET ASSETS -48,284. TOTAL TO FORM 990, PART XI, LINE 5: 1,685,952. | FORM 990, PART XI, LINE 5: |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YOUNGSTOWN AREA HOUSING CORP | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 GYPSY LANE | AddressLine1 |
| City | YOUNGSTOWN | City |
| State | OH | State |
| ZIP Code | 44504 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341366624 | EIN |
| Primary Activities | PROVIDE SUBSIDIZED HOUSING TO LOW-INCOME SENIOR CITIZENS | PrimaryActivities |
| Legal Domicile State | OH | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | 509(A)(2) | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
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