JEWISH FEDERATION OF PALM BEACH COUNTY INC: Form 990, tax year 2009

View the entire original 990 at ProPublica ↗

Organization
JEWISH FEDERATION OF PALM BEACH COUNTY INC (EIN 59-0948696)
Tax period
2009-07-01 to 2010-06-30
Filed
2011-05-11
IRS object ID
201121319349300722
Schema version
2009v1.7
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)
Timestamp2011-05-11T13:07:34-05:00Timestamp
Tax Period End Date2010-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1Morrison Brown Argiz & Farra LLCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1225 NE Mizner Blvd Suite 685AddressLine1
CityBoca RatonCity
StateFLState
ZIP Code33432ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2009-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN590948696EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1JEWISH FEDERATION OF PALM BEACH COUNTY INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlJEWINameControl
Phone5614780700Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line14601 COMMUNITY DRIVEAddressLine1
CityWEST PALM BEACHCity
StateFLState
ZIP Code33417ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameKathy G SigallName
TitleCFOTitle
Phone5614780700Phone
Date Signed2011-05-10DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameDavid HollanderName
Phone5619092100Phone
FieldValueIRS element (for citing)
Tax Year2009TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonKathy G SigallNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line14601 Community DriveAddressLine1
CityWest Palm BeachCity
StateFLState
ZIP Code33417ZIPCode
FieldValueIRS element (for citing)
Gross Receipts32274217GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501cXOrganization501c
Web Sitewww.JewishPalmBeach.orgWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1962YearFormation
State Legal DomicileFLStateLegalDomicile
Activity Or Mission DescriptionThe Jewish Federation of Palm Beach County is the community-building organization of the Jewish community. Our mission is to strengthen Jewish identity, energize the relationship with Israel and meet human needs that are uniquely the obligation of the Jewish community.ActivityOrMissionDescription
Nbr Voting Members Governing Body108NbrVotingMembersGoverningBody
Nbr Independent Voting Members102NbrIndependentVotingMembers
Total Nbr Employees104TotalNbrEmployees
Total Nbr Volunteers1129TotalNbrVolunteers
Total Gross UBI-36757TotalGrossUBI
Net Unrelated Business Txbl Income-36757NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year17487184ContributionsGrantsPriorYear
Contributions Grants Current Year24217361ContributionsGrantsCurrentYear
Program Service Revenue Prior Year586622ProgramServiceRevenuePriorYear
Program Service Revenue CY329333ProgramServiceRevenueCY
Investment Income Prior Year1715480InvestmentIncomePriorYear
Investment Income Current Year2535780InvestmentIncomeCurrentYear
Other Revenue Prior Year1385373OtherRevenuePriorYear
Other Revenue Current Year1505203OtherRevenueCurrentYear
Total Revenue Prior Year21174659TotalRevenuePriorYear
Total Revenue Current Year28587677TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year17436260GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY16915889GrantsAndSimilarAmntsCY
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year6842057SalariesEtcPriorYear
Salaries Etc Current Year6271560SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year4120342TotalFundrsngExpCurrentYear
Other Expense Prior Year2537690OtherExpensePriorYear
Other Expenses Current Year2170345OtherExpensesCurrentYear
Total Expenses Prior Year26816007TotalExpensesPriorYear
Total Expenses Current Year25357794TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-5641348RevenuesLessExpensesPriorYear
Revenues Less Expenses CY3229883RevenuesLessExpensesCY
Total Assets BOY101763101TotalAssetsBOY
Total Assets EOY109677507TotalAssetsEOY
Total Liabilities BOY47209032TotalLiabilitiesBOY
Total Liabilities EOY49162716TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY54554069NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY60514791NetAssetsOrFundBalancesEOY
Mission DescriptionThe Jewish Federation of Palm Beach County is the community-building organization of the Jewish community. Our mission is to strengthen Jewish identity, energize the relationship with Israel and meet human needs that are uniquely the obligation of the Jewish community.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense979268Expense
Revenue104545Revenue
DescriptionJEWISH TEEN INITIATIVES - Runs programs to engage the under engaged Jewish teen; Creates social, cultural and educational programs specifically for Jewish pre-teens and teens in the greater Palm Beaches, enhances and promotes existing programs for middle and high school-age students, and serves as a resource for local synagogue youth groups and Jewish agencies. Approximately 200 sessions/events were held at which about 600 teens were directly served.GESHER HAI - Teens that participate learn about their Jewish history, spend time traveling and touring in Israel and make connections with modern Israeli society; strengthening their Jewish identity and connection to Israel. Approximately 25-30 teens participate in this summer program which includes pre-trip programming and post trip follow-up.ISRAEL INCENTIVES - Offered in the form of vouchers and need based scholarships to encourage teens and young adults living in the Federation's service area to participate in educational Israel experience programs. Approximately 60 teens are recipients of incentive grants and scholarships.Description

Activity2 Activity2

FieldValueIRS element (for citing)
Expense361869Expense
Revenue1171Revenue
DescriptionJEWISH COMMUNITY RELATIONS - A consensus-based body that represents the organized Jewish community to elected officials and the non-Jewish community. The department is Federations public affairs, advocacy and political and community relations arm. Approximately 14 sessions/events were held at which 1,500 participants from the community were in attendance.Description

Activity3 Activity3

FieldValueIRS element (for citing)
Expense305875Expense
Revenue22332Revenue
DescriptionPLANNED GIVING AND ENDOWMENT PROGRAMS - Educates professional advisors and donors about the importance of creating permanent legacies for the benefit of the Federation, its partner agencies and other Jewish philanthropic causes. This is accomplished through a series of seminars, one-on-one presentations and other marketing strategies. These programs reach over 500 area professional advisors as well as hundreds of donors annually.JEWISH WOMEN'S FOUNDATION - Provides educational programs for and about Jewish women and girls who have unique needs both because of their gender and religious and cultural heritage. Two events were held at which 100 participants from the community were in attendance.Description

Activity Other ActivityOther

FieldValueIRS element (for citing)
Expense18339099Expense
Grants16915889Grants
Revenue16488Revenue
DescriptionALLOCATIONS AND DISTRIBUTIONS - Provides financial support to agencies and organizations that support Jewish social service, cultural and educational programs. Works with local affiliated agencies, national and regional organizations to identify any services and programs required for the maintenance, growth and development of the Jewish community of the greater Palm Beaches.Description
FieldValueIRS element (for citing)
Total Of Other Program Service Exp18339099TotalOfOtherProgramServiceExp
Total Of Other Program Service Grnt16915889TotalOfOtherProgramServiceGrnt
Total Of Other Program Service Rev16488TotalOfOtherProgramServiceRev
Total Program Service Expense19986111TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds1DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments1TermOrPermanentEndowments
Balance Sheet Amounts Reported1BalanceSheetAmountsReported
Independent Audit Financial Stmt1IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt1ConsolidatedAuditFinancialStmt
School0School
Foreign Office1ForeignOffice
Foreign Activities1ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities1FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations1GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP1LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization1BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp1OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions1DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With109631NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding0ComplianceWithBackupWitholding
Number Of Employees104NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income1UnrelatedBusinessIncome
Form990-T Filed1Form990-TFiled
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions1QuidProQuoContributions
Quid Pro Quo Disclosure1QuidProQuoDisclosure
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Form8899 Filed0Form8899Filed
Form1098 C Filed0Form1098CFiled
Excess Business Holdings0ExcessBusinessHoldings
Taxable Distributions0TaxableDistributions
Distribution To Donor0DistributionToDonor
Nbr Voting Governing Body Members108NbrVotingGoverningBodyMembers
Number Independent Voting Members102NumberIndependentVotingMembers
Family Or Business Relationship1FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members1ElectionOfBoardMembers
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 Other0CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledFLStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonKathy Sigall CFONamePerson
Telephone Number5614780700TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line14601 COMMUNITY DRIVEAddressLine1
CityWEST PALM BEACHCity
StateFLState
ZIP Code33417ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (114 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficerHighest Compensated EmployeeHighestCompensatedEmployee
Mr Arthur Loring
President2.00X000
Mr Mark Levy
President Elect2.00X000
Mr Richard Baer
Vice President2.00X000
Mrs Linda Benjamin
Vice President Women's/Philanthrop2.00X000
Mr Harold Danenberg
Vice President2.00X000
Mr Barry Feinberg
Vice President2.00X000
Mrs Bente Lyons
Vice President2.00X000
Mrs Hope Silverman
Vice President2.00X000
Mrs Judith Levy
VP/Annual Campaign Chair2.00X000
Mr Dean Rosenbach
Secretary2.00X000
Mr Gary Lesser
Assistant Secretary2.00X000
Mr Ira Gerstein
Treasurer2.00X000
Mr Max Adler
Assistant Treasurer2.00X000
Mrs Dorothy Adler
Member at Large2.00X000
Mr Norman Goldblum
Member at Large2.00X000
Mrs Helen Hoffman
Member at Large2.00X000
Mrs Barbara Kay
Member at Large2.00X000
Mr Eugene Ribakoff
Member at Large2.00X000
Mrs Arlene Kaufman
Immediate Past President2.00X000
Mr Sanford Baklor
Planned Giving & Endowment Chair2.00X000
Mr Sam Liebovich
Community Plannning & Alloc. Chair2.00X000
Mr Martin List
Jewish Comm. Campus Corp. President2.00X000
Mrs Patti Abramson
Member at Large2.00X000
Mrs Harriette Baime
Member at Large2.00X000
Mrs Tami Baldinger
Member at Large2.00X000
Mrs Beth Bates
Member at Large2.00X000
Mr Roger Benjamin
Member at Large2.00X000
Mrs Eileen Berman
Member at Large2.00X000
Mr Anthony Beyer
Member at Large2.00X000
Mr Lawrence Beyer
Member at Large2.00X000
Mrs Helen Bix
Member at Large2.00X000
Mrs Beatrice Bloch
Member at Large2.00X000
Mr Erwin Blonder
Member at Large2.00X000
Mrs Sandra Bornstein
Member at Large2.00X000
Mr Stanley Brenner
Member at Large2.00X000
Mr David Brodsky
Member at Large2.00X000
Mr Martin Cass
Member at Large2.00X000
Mr Richard Comiter
Member at Large2.00X000
Mrs Sheryl Davidoff
Member at Large2.00X000
Dr Tommy Davidoff
Member at Large2.00X000
Mrs Rosalee Davison
Member at Large2.00X000
Mrs Georgiana Duber
Member at Large2.00X000
Mr Steve Ellison
Member at Large2.00X000
Mr Alec Engelstein
Member at Large2.00X000
Mrs Sheila Engelstein
Member at Large2.00X000
Mrs Jill Fenster
Member at Large2.00X000
Mrs Libby Fishman
Member at Large2.00X000
Rabbi Anthony Fratello
Member at Large2.00X000
Mr Mitchell Fromstein
Member at Large2.00X000
Mrs Bette Gilbert
Member at Large2.00X000
Mr Jonathan Gilbert
Member at Large2.00X000
Mrs Rae Ginsburg
Member at Large2.00X000
Mr Ray Golden
Member at Large2.00X000
Mr Benjamin Gordon
Member at Large2.00X000
Mr Lionel Greenbaum
Member at Large2.00X000
Mr Joel Hart
Member at Large2.00X000
Ms Suzanne Holmes
Member at Large2.00X000
Mr Gary Hubschman
Member at Large2.00X000
Mr Stanley Jacobson
Member at Large2.00X000
Mr Stuart Karu
Member at Large2.00X000
Mr Martin Katz
Member at Large2.00X000
Mr Stanley Katz
Member at Large2.00X000
Mr Jack Kay
Member at Large2.00X000
Mr Paul Kozloff
Member at Large2.00X000
Ms Nini Krever
Member at Large2.00X000
Mrs Cecelia Kriser
Member at Large2.00X000
Mr Anthony Lampert
Member at Large2.00X000
Mr Arnold Lampert
Member at Large2.00X000
Mrs Jennifer Lesser
Member at Large2.00X000
Ms Karen J Levy
Member at Large2.00X000
Mr Robert Levy
Member at Large2.00X000
Mrs Stacey Levy
Member at Large2.00X000
Mrs Lisa Lickstein
Member at Large2.00X000
Mr Norman Lipsett
Member at Large2.00X000
Mrs Vicki Loring
Member at Large2.00X000
Mr Daniel Lyons
Member at Large2.00X000
Mr Morton Mandel
Member at Large2.00X000
Mr Alan Miller
Member at Large2.00X000
Mr Jeffrey Mooallem
Member at Large2.00X000
Mr Keith Myers
Member at Large2.00X000
Mr Neil Newstein
Member at Large2.00X000
Mrs Bonnie Osher
Member at Large2.00X000
Mr Ron Pertnoy
Member at Large2.00X000
Mr Monroe Potash
Member at Large2.00X000
Mr Edwin Robbins
Member at Large2.00X000
Dr Alan Sadowsky
Member at Large2.00X000
Mr Steven Schauder
Member at Large2.00X000
Mr Ronald Schram
Member at Large2.00X000
Mr Brian Seymour
Member at Large2.00X000
Mrs Adele Shamban
Member at Large2.00X000
Rabbi Howard Shapiro
Member at Large2.00X000
Mr Irwin Shipper
Member at Large2.00X000
Mr Alan Shulman
Member at Large2.00X000
Dr Elizabeth Shulman
Member at Large2.00X000
Mrs Adele Simon
Member at Large2.00X000
Dr Harold Simon
Member at Large2.00X000
Rabbi Michael Singer
Member at Large2.00X000
Mrs Carole Solomon
Member at Large2.00X000
Mrs Terri Sriberg
Member at Large2.00X000
Mr Craig Storch
Member at Large2.00X000
Mr Chad Tendrich
Member at Large2.00X000
Mr Ken Tillman
Member at Large2.00X000
Mr Bruce Toll
Member at Large2.00X000
Mr Gary Walk
Member at Large2.00X000
Mrs Michelle Wasch-Lobovits
Member at Large2.00X000
Mrs Penni Weinberg
Member at Large2.00X000
Mrs Violet Werner
Member at Large2.00X000
Rabbi Leonard Zucker
Member at Large2.00X000
Jeffrey Klein
Chief Executive Officer35.00364772096888X
Debra Roshfeld
Chief Operations Officer35.00188258024695X
Carole-Ann Levine
Exec VP FRD & Campaign35.00167504030694X
Joel Breitstein
SVP Planned Giving & Endowment35.00173509023441X
Seth Katzen
VP/Marketing & Campaign35.00152484021951X
Ellen Safran
Exec Dir Women's Philanthropy35.00127230019647X
FieldValueIRS element (for citing)
Total Reportable Comp From Org1173757TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation217316TotalOtherCompensation
Number Individuals GT100 K9NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
BlueCrossBlueShield
PO Box 105358AtlantaGA30348Health Insurance648119
First Insurance Funding Corp
PO Box 66468ChicagoIL60666Financing for Insurance359773
Kornreich NIA
1400 Centrepark Blvd Ste 600West Palm BeachFL33401Liability Insurance166721
The Breakers
PO Box 831Palm BeachFL33480Event Venue & Catering147785
PALM BEACH COUNTY SHERIFFS OFFICE
PO BOX 24681West Palm BeachFL33416CAMPUS SECURITY101710
FieldValueIRS element (for citing)
Number Of Contractors GT100 K5NumberOfContractorsGT100K
Federated Campaigns15568351FederatedCampaigns
All Other Contributions8649010AllOtherContributions
Noncash Contributions1497569NoncashContributions
Total Contributions24217361TotalContributions

Program Service Revenue ProgramServiceRevenue (2 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
Designated Program Rev900099318910318910
Grant Revenue9000991042310423
FieldValueIRS element (for citing)
Total Program Service Revenue329333TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column1691974TotalRevenueColumn
Unrelated Business Revenue-36757UnrelatedBusinessRevenue
Exclusion$1,728,731ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities4233819Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities3390013Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities843806Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column843806TotalRevenueColumn
Exclusion$843,806ExclusionAmount
FieldValueIRS element (for citing)
Gross Income Fundraising Events396709GrossIncomeFundraisingEvents
Fundraising Direct Expenses296527FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column100182TotalRevenueColumn
Exclusion$100,182ExclusionAmount

Other Revenue Misc OtherRevenueMisc (3 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
Other Revenue900099569188569188
Miscellaneous Event Re900099492052492052
Admin Fees900099268919268919

Miscellaneous Revenue MiscellaneousRevenue

FieldValueIRS element (for citing)
Total Revenue Column74862TotalRevenueColumn
Related Or Exempt Function Income74862RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Other Revenue1405021TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column28587677TotalRevenueColumn
Related Or Exempt Function Income1734354RelatedOrExemptFunctionIncome
Unrelated Business Revenue-36757UnrelatedBusinessRevenue
Exclusion$2,672,719ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total16915889Total
Program Services16915889ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total461660Total
Program Services46166ProgramServices
Management And General346245ManagementAndGeneral
Fundraising69249Fundraising

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total4429986Total
Program Services1563284ProgramServices
Management And General344293ManagementAndGeneral
Fundraising2522409Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total451300Total
Program Services146743ProgramServices
Management And General73495ManagementAndGeneral
Fundraising231062Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total579856Total
Program Services188544ProgramServices
Management And General94430ManagementAndGeneral
Fundraising296882Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total348758Total
Program Services118972ProgramServices
Management And General48742ManagementAndGeneral
Fundraising181044Fundraising

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total4484Total
Management And General4484ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total66250Total
Program Services27936ProgramServices
Management And General31164ManagementAndGeneral
Fundraising7150Fundraising

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total102064Total
Management And General102064ManagementAndGeneral

Advertising Advertising

FieldValueIRS element (for citing)
Total11950Total
Program Services7038ProgramServices
Management And General360ManagementAndGeneral
Fundraising4552Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total290447Total
Program Services72274ProgramServices
Management And General41137ManagementAndGeneral
Fundraising177036Fundraising

Occupancy Occupancy

FieldValueIRS element (for citing)
Total173775Total
Program Services55727ProgramServices
Management And General30030ManagementAndGeneral
Fundraising88018Fundraising

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total1048159Total
Program Services617352ProgramServices
Management And General31569ManagementAndGeneral
Fundraising399238Fundraising

Interest Interest

FieldValueIRS element (for citing)
Total19080Total
Program Services19080ProgramServices

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total36740Total
Program Services11059ProgramServices
Management And General9798ManagementAndGeneral
Fundraising15883Fundraising

Insurance Insurance

FieldValueIRS element (for citing)
Total50897Total
Program Services15321ProgramServices
Management And General13573ManagementAndGeneral
Fundraising22003Fundraising

Other Expenses OtherExpenses (5 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
Professional Fees8067535909355759191
Repairs and Maintenance72345221321920731006
Telephone71406244311457132404
Transportation6428642726554416016
Miscellaneous606305143126666533

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total17157Total
Program Services4097ProgramServices
Management And General2394ManagementAndGeneral
Fundraising10666Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total25357794Total
Program Services19986111ProgramServices
Management And General1251341ManagementAndGeneral
Fundraising4120342Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY12014084BOY
EOY12524366EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY10272320BOY
EOY8764361EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

FieldValueIRS element (for citing)
BOY60000BOY
EOY60000EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
BOY1212471BOY
EOY1241915EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY289369BOY
EOY265615EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis211459LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec134286LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY109334BOY
EOY77173EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY73287077BOY
EOY82187849EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY4518446BOY
EOY4556228EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY101763101BOY
EOY109677507EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY1508231BOY
EOY1424054EOY

Unsecured Notes Loans Payable UnsecuredNotesLoansPayable

FieldValueIRS element (for citing)
EOY2826596EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY45700801BOY
EOY44912066EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY47209032BOY
EOY49162716EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY28539545BOY
EOY32347898EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY3822384BOY
EOY4568160EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY22192140BOY
EOY23598733EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY54554069BOY
EOY60514791EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY101763101BOY
EOY109677507EOY
FieldValueIRS element (for citing)
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement ConsolidatedXFinancialStatementConsolidated
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years34103032CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years33172821CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years31502250CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year17487184CurrentTaxYearMinus1Year
Current Tax Year24217361CurrentTaxYear
Total140482648Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years34103032CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years33172821CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years31502250CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year17487184CurrentTaxYearMinus1Year
Current Tax Year24217361CurrentTaxYear
Total140482648Total
FieldValueIRS element (for citing)
Public Support Total170140482648PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years1832821CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years2279646CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years2927355CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1715480CurrentTaxYearMinus1Year
Current Tax Year2535780CurrentTaxYear
Total11291082Total

Other Income170 OtherIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years2566883CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years1206411CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years1825252CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1971995CurrentTaxYearMinus1Year
Current Tax Year1834536CurrentTaxYear
Total9405077Total
FieldValueIRS element (for citing)
Total Support161178807TotalSupport
Gross Receipts From Admissions Etc1544230GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage1700.87160PublicSupportPertcentage170
Public Support Pertcent Prior Year0.88030PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

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

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Number DA Fs Held104NumberDAFsHeld
Donor Advised Contributions5667764DonorAdvisedContributions
Grants Paid From Donor Funds3274570GrantsPaidFromDonorFunds
Aggregate DAF Value27675986AggregateDAFValue
Disclosed Orgs Legal Control1DisclosedOrgsLegalControl
Disclosed For Charitable Purposes1DisclosedForCharitablePurposes

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance37459007BeginningOfYearBalance
Contributions1305652Contributions
Investment Earnings Or Losses2111975InvestmentEarningsOrLosses
Other Expenditures178000OtherExpenditures
Administrative Expenses49695AdministrativeExpenses
End Of Year Balance40648939EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance40940679BeginningOfYearBalance
Contributions1577104Contributions
Investment Earnings Or Losses-4686278InvestmentEarningsOrLosses
Other Expenditures330000OtherExpenditures
Administrative Expenses42498AdministrativeExpenses
End Of Year Balance37459007EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance0.44000BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.53000PermanentEndowmentEOYBalance
Term Endowment EOY Balance0.03000TermEndowmentEOYBalance
Endowments Held By Unrelated Orgs1EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs0EndowmentsHeldByRelatedOrgs

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis205297OtherCostOrOtherBasis
Depreciation134286Depreciation
Book Value71011BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis6162OtherCostOrOtherBasis
Book Value6162BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings77173TotalOfBookValueLandBuildings

Other Securities OtherSecurities (8 entries)

DescriptionDescriptionBook ValueBookValueMethod Of ValuationMethodOfValuation
State of Israel Debt Securities1692371F
Bond Mutual Funds16758311F
Individual Bonds & Certificates of Deposit5353448F
Equity Mutual Funds30653789F
Real Asset Funds6693866F
Individual Stocks187546F
Private Capital Limited Partnerships2266795F
Hedge Fund Limited Partnerships18581723F
FieldValueIRS element (for citing)
Total Of Book Value Securities82187849TotalOfBookValueSecurities

Other Liabilities OtherLiabilities (5 entries)

DescriptionDescriptionAmountAmount
Allocations Payable$14,195,283
Split-Interest Agreements$7,568,391
Due to Affiliates and Supporting Foundations$3,858,708
Designated Campaign Gifts$1,004,854
Due to Palm Beach Jewish Community Campus Corporation$18,284,830
FieldValueIRS element (for citing)
Total Of Amounts44912066TotalOfAmounts
Total Revenue28587677TotalRevenue
Total Expenses25357794TotalExpenses
Excess Or Deficit For Year3229883ExcessOrDeficitForYear
Net Unrealized GL On Investments3782183NetUnrealizedGLOnInvestments
Other-$1,051,344OtherAmount
Total Adjustments2730839TotalAdjustments
Excess Or Deficit Per FS5960722ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt31216452TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments3782183NetUnrealizedGainsInvestments
Other Revenues-102064OtherRevenues
Revenue Not Rptd F9903680119RevenueNotRptdF990
Revenue Subtotal27536333RevenueSubtotal
Other Revenues Not Included1051344OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt1051344RevenueNotRptdOnFinStmt
Total Revenue Per Form99028587677TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt25255730TotExpensesEtcAuditedFinclStmt
Other Expenses Included-102064OtherExpensesIncluded
Expenses Not Rptd F990-102064ExpensesNotRptdF990
Expenses Subtotal25357794ExpensesSubtotal
Expenses Not Rptd On Fin Stmt0ExpensesNotRptdOnFinStmt
Total Expenses Per Form99025357794TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
Part X:Description of Uncertain Tax Positions Under FIN 48:The Federation is a nonprofit corporation whose revenue is derived from contributions and other fundraising activities. The Federation is exempt from Federal income taxes under Section 501 (c) (3) of the Internal Revenue Code and sales and use tax under the laws of the State of Florida. During the years ended June 30, 2010 and 2009, the Federation generated net Unrelated Business Losses from certain alternative investments. No provision for Federal or State income taxes was required as the loss is immaterial to these consolidated financial statements. On July 1, 2009, the Federation adopted the provisions of an accounting standard, which clarifies the accounting for uncertainty in income taxes recognized in an enterprise's financial statements in accordance with existing accounting guidance on income taxes, and prescribes a recognition threshold and measurement process for financial statement recognition and measurement of a tax position taken or expected to be taken in a tax return. This standard also provides guidance on derecognition, classification, interest and penalties, accounting in interim periods, disclosure and transition. No liability for unrecognized tax benefits was recorded as a result of implementing this standard.
Part XI, Line 8 - Other Adjustments:Designated Gifts: -1051344.
Part XII, Line 2d - Other Adjustments:Investment Management Fees: -102064.
Part XII, Line 4b - Other Adjustments:Designated Gifts: 1051344.
Part XIII, Line 2d - Other Adjustments:Investment Management Fees: -102064.

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records Maintained0GrantRecordsMaintained

Accts Actvs Out US Table AcctsActvsOutUSTable

FieldValueIRS element (for citing)
RegionIsraelRegion
Number Of Offices0NumberOfOffices
Number Of Employees1NumberOfEmployees
Type Of Activities ConductedProgram ServicesTypeOfActivitiesConducted
Specific Services ProvidedYouth Futures-assist youth at-risk in the periphery of Israel, affording them the same opportunities for achievement that children receive in the center of the country.Partnership 2000-to improve the quality of life in Israel's periphery and strengthen the Jewish community of the Greater Palm Beaches connection to Israel; 3 main areas are economic development with a focus on tourism, education, and people to people programs.PACT-provides pre-school and supplemental programs for each Ethiopian-Israeli child in Ramla. This long standing partnership continues to make an imprint on the lives of young Ethiopian Israelis, providing them with the academic and social support they need to help move these youngsters toward parity with their veteran Israeli counterparts.SpecificServicesProvided
Total Expenditures71640TotalExpenditures
FieldValueIRS element (for citing)
Total Number Of Offices0TotalNumberOfOffices
Total Number Of Employees1TotalNumberOfEmployees
Total Amount Spent71640TotalAmountSpent

Form990 Schedule F Part IV Form990ScheduleFPartIV

FieldValueIRS element (for citing)
IdentifierMethod Used to Acccount for Expenditures:Identifier
ExplanationSchedule F, Part I, Line 3: Monthly expense reports submitted by the overseas agent are reviewed and verified by the Director of Israel & Overseas Program prior to reimbursement of expenses.Explanation

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsXMailSolicitations
Email SolicitationsXEmailSolicitations
Phone SolicitationsXPhoneSolicitations
In Person SolicitationsXInPersonSolicitations
Solicitation Of Non Govt GrantsXSolicitationOfNonGovtGrants
Special Fundraising EventsXSpecialFundraisingEvents
Agreement Ref Fundraising0AgreementRefFundraising
Licensed StatesFLLicensedStates

Events Information EventsInformation

FieldValueIRS element (for citing)
Name Of Event1High RidgeNameOfEvent1
Gross Receipts Event1180839GrossReceiptsEvent1
Gross Revenue Event1180839GrossRevenueEvent1
Other Direct Expenses Event1134861OtherDirectExpensesEvent1
Name Of Event2FallsNameOfEvent2
Gross Receipts Event239251GrossReceiptsEvent2
Gross Revenue Event239251GrossRevenueEvent2
Other Direct Expenses Event224658OtherDirectExpensesEvent2
Total Number Of Other Events4TotalNumberOfOtherEvents
Gross Receipts Other Events176619GrossReceiptsOtherEvents
Gross Revenue Other Events176619GrossRevenueOtherEvents
Other Direct Expenses Other Events137008OtherDirectExpensesOtherEvents
Gross Receipts Total396709GrossReceiptsTotal
Gross Revenue Total Events396709GrossRevenueTotalEvents
Other Direct Expenses Total Events296527OtherDirectExpensesTotalEvents
Direct Expense Summary Events296527DirectExpenseSummaryEvents
Net Income Summary100182NetIncomeSummary

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable (93 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrantAddress Line2AddressUS/AddressLine2
Jewish Federations of North America
25 Broadway Suite 1700New YorkNY10004131624240501(c)(3)248494General support to carryout the mission of the organization
Hillel the Foundation for Jewish Campus Life
800 Eighth St NWWashingtonDC20001521844823501(c)(3)200000General support to carryout the mission of the organization
Jewish Residential & Family Services
PO Box 220627West Palm BeachFL33422650737159501(c)(3)45900General support to carryout the mission of the organization
Commission for Jewish Education of the Palm Beaches
3267 N Military TrlWest Palm BeachFL33409650219982501(c)(3)93496General support to carryout the mission of the organization
Camp Gan Israel of MartinSt Lucie Counties
2809 SW Sunset TrailPalm CityFL34990650896121501(c)(3)10000General support to carryout the mission of the organization
Greater Miami Jewish Federation
4200 Biscayne BlvdMiamiFL33137590624404501(c)(3)14664General support to carryout the mission of the organization
Holocaust Documentation & Education Center Inc
2031 Harrison StHollywoodFL33020591992826501(c)(3)6000General support to carryout the mission of the organization
Jewish Residential and Family Services Inc
PO Box 220627West Palm BeachFL33422650737159501(c)(3)156273General support to carryout the mission of the organization
Kramer Senior Services Agency Inc
4920 Loring DriveWest Palm BeachFL33417592753822501(c)(3)711912General support to carryout the mission of the organization
American Jewish Joint Distribution Committee Inc
711 Third AvenueNew YorkNY10017131656634501(c)(3)542250General support to carryout the mission of the organization
Kramer Senior Services Agency Inc
4920 Loring DriveWest Palm BeachFL33417592753822501(c)(3)387293General support to carryout the mission of the organization
Jewish Community Center of the Greater Palm Beaches Inc
8500 Jog RoadBoynton BeachFL33437591582799501(c)(3)381301General support to carryout the mission of the organization
Jewish Family & Children's Service of Palm Beach County Inc
PO Box 220627West Palm BeachFL33422591520581501(c)(3)232209General support to carryout the mission of the organization
Commission for Jewish Education of the Palm Beaches
3267 N Military TrlWest Palm BeachFL33409650219982501(c)(3)183286General support to carryout the mission of the organization
Birthright Israel Foundation
PO Box 1784New YorkNY10156134092050501(c)(3)108000General support to carryout the mission of the organization
University of Northern Iowa Foundation
205 CommonsCedar FallsIA50614426058591501(c)(3)100000General support to carryout the mission of the organization
Jewish Federations of North America
25 Broadway Ste 1700New YorkNY10004131624240501(c)(3)90250General support to carryout the mission of the organization
Arthur I Meyer Jewish Academy
3261 N Military TrlWest Palm BeachFL33409591491258501(c)(3)87127General support to carryout the mission of the organization
MorseLife Foundation Inc
4847 Fred Gladstone DrWest Palm BeachFL33417592774476501(c)(3)78500General support to carryout the mission of the organization
New Israel Fund
PO Box 96712WashingtonDC20077942607722501(c)(3)70000General support to carryout the mission of the organization
Jewish Residential and Family Services Inc
POBox 220627West Palm BeachFL33422650737159501(c)(3)62223General support to carryout the mission of the organization
St Andrews School of Boca Raton Inc
3900 Jog RdBoca RatonFL33434590942383501(c)(3)55000General support to carryout the mission of the organization
Jewish Agency for Israel
633 3rd Ave 21st FloorNew YorkNY10017230053483501(c)(3)50000General support to carryout the mission of the organization
Project Kesher
2144 Ashland Avenue Suite 3EvanstonIL60201363673594501(c)(3)50000General support to carryout the mission of the organization
United Jewish Communities of MetroWest
901 Route 10 EastWhippanyNJ07981221487222501(c)(3)50000General support to carryout the mission of the organization
Town of Palm Beach United Way Inc
44 Cocoanut Way - Suite M-201Palm BeachFL33480590637885501(c)(3)49500General support to carryout the mission of the organization
Temple Emanu-El of Palm Beach Inc
190 North County RoadPalm BeachFL33480591027143501(c)(3)47641General support to carryout the mission of the organization
Raymond F Kravis Center for the Performing Arts
701 Okeechobee BoulevardWest Palm BeachFL33401592245054501(c)(3)46200General support to carryout the mission of the organization
American Friends of Bar-Ilan University
160 East 56th St 5th FloorNew YorkNY10022136192275501(c)(3)40000General support to carryout the mission of the organization
Palm Beach Day Academy Inc
241 Seaview AvenuePalm BeachFL33480590873834501(c)(3)36500General support to carryout the mission of the organization
Temple Israel
4 Harvard Circle Suite 600West Palm BeachFL33409590696295501(c)(3)31300General support to carryout the mission of the organization
Hanley Center Foundation
933 45th StWest Palm BeachFL33407202871945501(c)(3)30250General support to carryout the mission of the organization
American Committee for the Weizmann Institute of Science Inc
633 3rd Avenue 20th FloorNew YorkNY10017131623886501(c)(3)28300General support to carryout the mission of the organization
Broward C H A I Center Inc
1295 E Hallandale Beach BlvdHallandaleFL33009650095534501(c)(3)25000General support to carryout the mission of the organization
American Friends of the Hebrew University Inc
One Battery Park Plaza 25th FloorNew YorkNY10004131568923501(c)(3)23300General support to carryout the mission of the organization
North Shore University Hospital
300 Community DriveManhassetNY11030111562701501(c)(3)22500General support to carryout the mission of the organization
Palm Beach Opera Inc
415 South Olive AvenueWest Palm BeachFL33401591060864501(c)(3)17000General support to carryout the mission of the organization
Doctors Without Borders USA Inc
333 Seventh Ave 2nd FloorNew YorkNY10001133433452501(c)(3)15400General support to carryout the mission of the organization
Columbus Jewish Federation
1175 College AvenueColumbusOH43209310838745501(c)(3)15065General support to carryout the mission of the organization
American Jewish World Service Inc
45 West 36th Street 11th FloorNew YorkNY10018222584370501(c)(3)15000General support to carryout the mission of the organization
The Israel Project
2020 K Street Suite 7600WashingtonDC20006371472882501(c)(3)15000General support to carryout the mission of the organization
Hadassah The Women's Zionist Organization of America Inc
5341 West Atlantic Avenue 305Delray BeachFL33484131656651501(c)(3)13350General support to carryout the mission of the organization
Beth El Congregation
8215 Old Georgetown RdBethesdaMD20814520698176501(c)(3)12500General support to carryout the mission of the organization
The Society of the Four Arts Inc
2 Four Arts PlazaPalm BeachFL33480590454318501(c)(3)12400General support to carryout the mission of the organization
United Jewish Appeal - Federation of Jewish Philanthropies of New York
6900 Jericho Turnpike Suite 302SyossetNY11791510172429501(c)(3)11600General support to carryout the mission of the organization
Rails-To-Trails Conservancy
2121 Ward Court NW 5th FloorWashingtonDC20037521437006501(c)(3)11500General support to carryout the mission of the organization
Hillel Foundation for Jewish Campus Life
800 8th St NWWashingtonDC20001521844823501(c)(3)11450General support to carryout the mission of the organization
Holocaust Documentation and Education Center Inc
2031 Harrison StreetHollywoodFL33020591992826501(c)(3)11000General support to carryout the mission of the organization
Temple Micah
2829 Wisconsin Avenue NWWashingtonDC20007520845118501(c)(3)11000General support to carryout the mission of the organization
Florida Atlantic University Foundation
777 Glades RoadBoca RatonFL33431590917284501(c)(3)10300General support to carryout the mission of the organization
Boys & Girls Club of Palm Beach County
800 Northpoint Parkway Suite 204West Palm BeachFL33407237060561501(c)(3)10067General support to carryout the mission of the organization
Bokamoso Youth Foundation
3927 Military RoadWashingtonDC20015263437346501(c)(3)10000General support to carryout the mission of the organization
Eastside College Preparatory School Inc
1401 Myrtle StreetEast Palo AltoCA94303943187806501(c)(3)10000General support to carryout the mission of the organization
Finca International
1101 14th Street NW 11th FloorWashingtonDC20005133240109501(c)(3)10000General support to carryout the mission of the organization
Hope Rural School Inc
15929 SW 150th StreetIndiantownFL34956592001615501(c)(3)10000General support to carryout the mission of the organization
International Planned Parenthood Federation
120 Wall St 9th FloorNew YorkNY10005131845455501(c)(3)10000General support to carryout the mission of the organization
Kennedy Kreiger Institute
707 North BroadwayBaltimoreMD21205521328369501(c)(3)10000General support to carryout the mission of the organization
North Shore Long Island Jewish Health System Foundation
125 Community DriveGreat NeckNY11021112965575501(c)(3)10000General support to carryout the mission of the organization
Palm Beach Civic Association
139 North County Road Suite 33Palm BeachFL33480590542089501(c)(3)10000General support to carryout the mission of the organization
Palm Beach Symphony Association
44 Cocoanut Row Suite M207BPalm BeachFL33480591542539501(c)(3)10000General support to carryout the mission of the organization
Rebuilding Together Peninsula
PO Box 4031Menlo ParkCA94026943106209501(c)(3)10000General support to carryout the mission of the organization
St Jude Children's Research Hospital
262 Danny Thomas PlaceMemphisTN38105620646012501(c)(3)10000General support to carryout the mission of the organization
The Community Synagogue-Temple Beth Am
160 Middle Neck RoadPort WashingtonNY11050111992681501(c)(3)10000General support to carryout the mission of the organization
University of Florida Foundation Inc
PO Box14425GainesvilleFL32604590974739501(c)(3)10000General support to carryout the mission of the organization
World Wildlife Fund Inc
PO Box 97180WashingtonDC20090521693387501(c)(3)10000General support to carryout the mission of the organization
Jazz at Aspen Snowmass
110 East Hallam Suite 104AspenCO81611841220222501(c)(3)8890General support to carryout the mission of the organization
Israel Guide Dog Center For The Blind
732 South Settlers CircleWarringtonPA18976232519029501(c)(3)8500General support to carryout the mission of the organization
American Friends of the Israel Museum
500 Fifth Avenue Suite 2540New YorkNY10110237182582501(c)(3)8300General support to carryout the mission of the organization
Washington Institute for Near East Policy
1828 L Street NW Suite 1050WashingtonDC20036521376034501(c)(3)8200General support to carryout the mission of the organization
Planned Parenthood of South Florida and the Treasure Coast Inc
2300 North Florida Mango RoadWest Palm BeachFL33409591391115501(c)(3)8000General support to carryout the mission of the organization
United Way of Palm Beach County Inc
2600 Quantum BoulevardBoynton BeachFL33426590683258501(c)(3)7800General support to carryout the mission of the organization
American Friends of Livnot U'Lehibanot
PO Box 811715Boca RatonFL33481133500786501(c)(3)7750General support to carryout the mission of the organization
Jupiter Medical Center Foundation Inc
1210 South Old Dixie HighwayJupiterFL33458650132406501(c)(3)7600General support to carryout the mission of the organization
United States Holocaust Memorial Museum
PO Box 90988WashingtonDC20090521309391501(c)(3)7600General support to carryout the mission of the organization
Grameen Foundation USA
50 F Street NW 8th FloorWashingtonDC20001731502797501(c)(3)7500General support to carryout the mission of the organization
Haitian Health Foundation Inc
97 Sherman StreetNorwichCT06360061135999501(c)(3)7500General support to carryout the mission of the organization
Triangle Club Inc
1369 Okeechobee RdWest Palm BchFL33401590919735501(c)(3)7500General support to carryout the mission of the organization
March of the Living Inc
4657 Hood RoadPalm Beach GardensFL33418133620046501(c)(3)7000General support to carryout the mission of the organization
Palm Beach Orthodox Synagogue
PO Box 1028Palm BeachFL33480650478910501(c)(3)7000General support to carryout the mission of the organization
Temple Har Shalom
3755 Brookside DrPark CityUT84060870543584501(c)(3)6870General support to carryout the mission of the organization
Workmen's CircleArbeter Ring
110 E Rockaway RdHewlettNY11557136178558501(c)(3)6703General support to carryout the mission of the organization
Camp Judaea
2700 Northeast Expressway Ste C500AtlantaGA30345586014651501(c)(3)6500General support to carryout the mission of the organization
Israel Children's Centers Inc
3275 West Hillsboro Blvd Suite 102Deerfield BeachFL33442132961273501(c)(3)6180General support to carryout the mission of the organization
Edmund Burke School
4101 Connecticut Ave NWWashingtonDC20008520883668501(c)(3)6000General support to carryout the mission of the organization
Migrant Association of South Florida Inc
8645 West Boynton Beach BoulevardBoynton BeachFL33437650149423501(c)(3)6000General support to carryout the mission of the organization
Camp Coleman URJ
1580 Spalding DrAtlantaGA30350131663143501(c)(3)5773General support to carryout the mission of the organization
American Jewish Committee
1156 15th Street NW 12th FloorWashingtonDC20005135563393501(c)(3)5700General support to carryout the mission of the organization
American Society for Technion - Israel Institute of Technology Inc
55 East 59th StreetNew YorkNY10022130434195501(c)(3)5700General support to carryout the mission of the organization
Cleveland Clinic Foundation
9500 Euclid Avenue - H 18ClevelandOH44195340714585501(c)(3)5680General support to carryout the mission of the organization
Temple Beth El of Great Neck
5 Old Mill RoadGreat NeckNY11023111771935501(c)(3)5500General support to carryout the mission of the organization
Jewish Federation of Northeastern Pennsylvania
601 Jefferson AvenueScrantonPA18510240809371501(c)(3)5400General support to carryout the mission of the organization
American Red Cross
825 Fern StreetWest Palm BeachFL33401530196605501(c)(3)5100General support to carryout the mission of the organization
Temple University
School of Medicine Office of thePhiladelphiaPA19140231365971501(c)(3)5100General support to carryout the mission of the organizationDean
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants93TotalNbrOf501C3AndGovtGrants

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: When funds are granted for a specific project, there is usually a grant agreement or letter of direction which includes reporting requirements. For general support grants, there are no reporting requirements. The tax status and public charity classification of all grantees is verified. Grants for general assistance is monitored by the Planning and Allocations Department which requires reports and financial data indicating how funds are utilized.Explanation

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelXFirstClassOrCharterTravel
Travel For CompanionsXTravelForCompanions
Written Policy Re T And E Expenses1WrittenPolicyReTAndEExpenses
Substantiation Required1SubstantiationRequired
Compensation CommitteeXCompensationCommittee
Written Employment ContractXWrittenEmploymentContract
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan0SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org0CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org0CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments0AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (5 entries)

Base Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
Jeffrey Klein
352099000126730796000172880461660000
Debra Roshfeld
1882580000015288094070212953000
Carole-Ann Levine
16750400000134060172880198198000
Joel Breitstein
1735090000014034094070196950000
Seth Katzen
1524840000012544094070174435000

Form990 Schedule J Part III Form990ScheduleJPartIII

FieldValueIRS element (for citing)
Return ReferencePart I, Line 1aReturnReference
ExplanationFirst-class or charter travel - Benefit was received by Jeffrey L. Klein, CEO. On overseas travel, an economy upgradable ticket is purchased, and points earned by the Jewish Federation's American Express credit card are used to upgrade the ticket to business class when available. Travel for companions - Benefit was received by Jeffrey L. Klein, CEO. Per a 2 year employment contract approved by the Compensation Committee, for spousal travel not to exceed $6,000 per fiscal year cycle of July - June. The related amount of $662 was reported on his 2009 W-2 as taxable compensation on a calendar year basis.Explanation

Schedule L IRS990ScheduleL

Loan Table LoanTable

FieldValueIRS element (for citing)
Name PersonJeffrey KleinNamePerson
Loan From OrganizationXLoanFromOrganization
Original Principal$60,000OriginalPrincipalAmount
Balance Due60000BalanceDue
Default0Default
Approved By Board1ApprovedByBoard
Written Agreement1WrittenAgreement
FieldValueIRS element (for citing)
Total Balance Due60000TotalBalanceDue

Form990 Schedule L Part IV Form990ScheduleLPartIV (3 entries)

RelationshipRelationshipAmount Of TransactionAmountOfTransactionDescription Of TransactionDescriptionOfTransactionSharing Of RevenuesSharingOfRevenues
Martin Cass
Board Member at Large1000Tax preparation0
Rabbi Howard Shapiro
Board Member at Large9825Consulting Synagogue Institute0
Gary Walk
Board Member at Large11872Legal Service0

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTraded

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions105NumberOfContributions
Noncash Contribs Rptd F9901497569NoncashContribsRptdF990
Method Of Determining RevenuesFMV of shares receivedMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeld
Review Process Unusual NC Gifts1ReviewProcessUnusualNCGifts
Third Parties Used0ThirdPartiesUsed

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (7 entries)

IdentifierIdentifierExplanationExplanation
Form 990, Part VI, Section A, line 2Mark F. Levy, board member (nephew to Robert Levy, board member) Mark F. Levy, board member (husband to Stacey Levy, board member) Mark F. Levy, board member (cousin to Sherry Siskin, employee) Arthur S. Loring, board member (husband to Vicki Loring, board member) Bente S. Lyons, board member (wife to Daniel M. Lyons, board member) Arlene Kaufman, board member (wife to Sanford M. Baklor, board member) Barbara G. Kay, board member (wife to Jack Kay, board member) Tami Baldinger, board member (step-daughter to Stanley B. Brenner, board member) Lawrence Beyer, board member (father to Anthony Beyer, board member, and brother-in-law to Penni Weinberg, board member) Penni Weinberg, board member (niece to Morton Mandel, board member) Alec Engelstein, board member (husband to Sheila Engelstein, board member) Stuart Karu, board member (husband to Tammy Karu, employee) Alan Shulman, board member (husband to Elizabeth Shulman, board member) Arnold Lampert, board member (father to Anthony Lampert, board member) Gary Lesser, Assistant Secretary (brother to Tami Baldinger, board member) Linda Benjamin, Vice President / Women's Philanthropy President (wife to Roger Benjamin, Board Member) Mark F. Levy, board member, has a contractual relationship with Ronald Pertnoy, board member Stacey Levy, board member, has a contractual relationship with Ronald Pertnoy, board member Jonathan S. Gilbert, board member, has a contractual relationship with Brian M. Seymour, board member
Form 990, Part VI, Section A, line 7aThe Nominating Committee prepares a slate of new board members to be approved by the Board.
Form 990, Part VI, Section B, line 11The completed Form 990 is presented by the Auditor to the 4 member Audit Committee for their review. There is a secure portal on the Federation website available only to the 108 voting members of the Board of Directors. The completed Form 990 is posted on this secure portal and Board members are notified that the completed Form 990 is posted for their review.
Form 990, Part VI, Section B, line 12cEmployees are given a copy of the Conflict of Interest Policy and asked to complete and sign a Conflict of Interest Disclosure Form when first hired and then annually after that. Return of signed forms is monitored and individual follow up is done for 100% compliance. Members of the Board of Directors are given a copy of the Conflict of Interest Policy and asked to complete and sign a Conflict of Interest Disclosure Form annually. At a Board meeting the President reviews why it is necessary for all Board members and key employees to complete the Conflict of Interest Disclosure Form. Return of signed forms is monitored and individual follow up is done by mail and at Board meetings.
Form 990, Part VI, Section B, line 15aCEO: The Compensation Committee is provided with comparability data for CEO compensation compiled by an independent national HR consulting firm, including data from the other large city Jewish Federations and external market data from both not-for-profit and for-profit organizations. The Compensation Committee documents its decisions in a letter signed by the Federation President as Chair of the Compensation Committee. The CEO is provided with an employment contract, and the terms are reported to the Federation Executive Committee in executive session. For other senior managment compensation decisions, the Compensation Committee is provided with comparability data from other Jewish Federations.
Form 990, Part VI, Section C, line 19Governing documents, conflict of interest policy and financial statements are available upon request.
Form 990, Part XI, Line 2C:There is no change from the prior year. The Audit Committee has oversight and selects the audit firm.

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII

Name Of Disregarded Entity NameOfDisregardedEntity

FieldValueIRS element (for citing)
Business Name Line1Palm Beach Jewish Community Campus CorpBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line14601 Community DriveAddressLine1
CityWest Palm BeachCity
StateFLState
ZIP Code33417ZIPCode
FieldValueIRS element (for citing)
EIN650006250EIN
Primary ActivitiesStrengthen Jewish Identity and energize the relationship with IsraelPrimaryActivities
Legal Domicile StateFLLegalDomicileState
Exempt Code Section501(c)(3)ExemptCodeSection
Public Charity Status170(b)(1) (A)(vi)PublicCharityStatus
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org0GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org0GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org1LoansOrGuaranteesToOtherOrg
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 Orgs1RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs0PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs0PerformOfServicesByOtherOrgs
Sharing Of Facilities0SharingOfFacilities
Sharing Of Paid Employees1SharingOfPaidEmployees
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (4 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolved
Palm Beach Jewish Community Campus Corp
D18500000
Palm Beach Jewish Community Campus Corp
N0
palm Beach Jewish Community Campus Corp
D9500000
Palm Beach Jewish Community Campus Corp
J2543383

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