THE JEWISH FEDERATION OF THE NORTH SHORE INC: Form 990, tax year 2009

View the entire original 990 at ProPublica ↗

Organization
THE JEWISH FEDERATION OF THE NORTH SHORE INC (EIN 04-2105783)
Tax period
2009-09-01 to 2010-08-31
Filed
2011-07-12
IRS object ID
201121939349300032
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)
Timestamp2011-07-12T15:00:46-05:00Timestamp
Tax Period End Date2010-08-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

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

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line125 BRAINTREE HILL OFC PK SUITE 102AddressLine1
CityBRAINTREECity
StateMAState
ZIP Code02184ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2009-09-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN042105783EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1THE JEWISH FEDERATION OF THE NORTH SHORE INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlJEWINameControl
Phone7816318330Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line14 COMMUNITY ROADAddressLine1
CityMARBLEHEADCity
StateMAState
ZIP Code01945ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameMr JOSEPH SONTZName
TitlePRESIDENTTitle
Phone7816318330Phone
Date Signed2011-07-11DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameDAVID A DIIULISName
Phone6174711120Phone
Date Prepared2011-07-11DatePrepared
FieldValueIRS element (for citing)
Tax Year2009TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

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

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line14 COMMUNITY ROADAddressLine1
CityMARBLEHEADCity
StateMAState
ZIP Code01945ZIPCode
FieldValueIRS element (for citing)
Gross Receipts5261026GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501cXOrganization501c
Web SiteWWW.JEWISHNORTHSHORE.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1948YearFormation
State Legal DomicileMAStateLegalDomicile
Activity Or Mission DescriptionTHE MISSION OF THE JEWISH FEDERATION OF THE NORTH SHORE IS TO PROMOTE THE WELFARE AND CONTINUITY OF THE JEWISH PEOPLE.ActivityOrMissionDescription
Nbr Voting Members Governing Body22NbrVotingMembersGoverningBody
Nbr Independent Voting Members22NbrIndependentVotingMembers
Total Nbr Employees12TotalNbrEmployees
Total Nbr Volunteers30TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year1353161ContributionsGrantsPriorYear
Contributions Grants Current Year2226960ContributionsGrantsCurrentYear
Program Service Revenue Prior Year8253ProgramServiceRevenuePriorYear
Program Service Revenue CY33693ProgramServiceRevenueCY
Investment Income Prior Year130871InvestmentIncomePriorYear
Investment Income Current Year99488InvestmentIncomeCurrentYear
Other Revenue Prior Year125627OtherRevenuePriorYear
Other Revenue Current Year129669OtherRevenueCurrentYear
Total Revenue Prior Year1617912TotalRevenuePriorYear
Total Revenue Current Year2489810TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year2081001GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY2322765GrantsAndSimilarAmntsCY
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year389785SalariesEtcPriorYear
Salaries Etc Current Year386857SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year207965TotalFundrsngExpCurrentYear
Other Expense Prior Year265807OtherExpensePriorYear
Other Expenses Current Year357102OtherExpensesCurrentYear
Total Expenses Prior Year2736593TotalExpensesPriorYear
Total Expenses Current Year3066724TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-1118681RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-576914RevenuesLessExpensesCY
Total Assets BOY7079468TotalAssetsBOY
Total Assets EOY6820997TotalAssetsEOY
Total Liabilities BOY1722141TotalLiabilitiesBOY
Total Liabilities EOY1788990TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY5357327NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY5032007NetAssetsOrFundBalancesEOY
Mission DescriptionTHE MISSION OF THE JEWISH FEDERATION OF THE NORTH SHORE IS TO PROMOTE THE WELFARE AND CONTINUITY OF THE JEWISH PEOPLE.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense2414352Expense
Grants2322765Grants
Revenue33693Revenue
DescriptionTO RAISE FUNDS FOR THE SUPPORT OF OVERSEAS, NATIONAL AND LOCAL JEWISH PHILANTHROPIC AGENCIES AND TO ENRICH THE EDUCATIONAL, CULTURAL AND SOCIAL LIFE OF THE JEWISH COMMUNITY.Description
Total Program Service Expense2414352TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
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 Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations1GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required0ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With109611NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees12NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Form8899 Filed0Form8899Filed
Form1098 C Filed0Form1098CFiled
Excess Business Holdings0ExcessBusinessHoldings
Taxable Distributions0TaxableDistributions
Distribution To Donor0DistributionToDonor
Nbr Voting Governing Body Members22NbrVotingGoverningBodyMembers
Number Independent Voting Members22NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledMAStatesWhereCopyOfReturnIsFiled
Other WebsiteXOtherWebsite
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1MS MARLA LEVYBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number7816318330TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line14 COMMUNITY ROADAddressLine1
CityMARBLEHEADCity
StateMAState
ZIP Code01945ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (25 entries)

TitleTitleIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationAverage Hours Per WeekAverageHoursPerWeekOfficerOfficerKey EmployeeKeyEmployee
RICHARD BANE
AT LARGE DIRECTORX000
amanda clayman
AT LARGE DIRECTORX000
phyllis eidelman
CAMPAIGN COCHAIRX000
jack fischer
IMMIDEATE PAST PRESIDENTX000
bernie horowitz
AT LARGE DIRECTORX000
allen kamer
AT LARGE DIRECTORX000
scott kaplowitch
AT LARGE DIRECTORX000
debra lakind
AT LARGE DIRECTORX000
shari Mcguirk
CAMPAIGN COCHAIRX000
rabbi david meyer
RABBIX000
robert ogan
AT LARGE DIRECTORX000
phil pastan
AT LARGE DIRECTORX000
howard rich
FOUNDATION BOARD MEMBERX000
martin rogosa
treasurerX000
robert salter
CAMPAIGN CHAIRX000
cory schauer
VICE PRESIDENTX000
flori schwartz
SECRETARYX000
anne selby
AT LARGE DIRECTORX000
sandy sheckman
AT LARGE DIRECTORX000
richard sokolow
AT LARGE DIRECTORX000
steven solomon
AT LARGE DIRECTORX000
joseph sontz
PRESIDENTX000
ELIZABETH DONNENFIELD
EXECUTIVE DIRECTOR1190270040.00X
MARLA LEVY
CHIEF FINANCIAL OFFICER709620040.00X
marjorie patkin
womens division president000X
FieldValueIRS element (for citing)
Total Reportable Comp From Org189989TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation0TotalOtherCompensation
Number Individuals GT100 K1NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K0TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K
All Other Contributions2226960AllOtherContributions
Total Contributions2226960TotalContributions

Program Service Revenue ProgramServiceRevenue

FieldValueIRS element (for citing)
Descriptionprogram service feesDescription
Business Code900099BusinessCode
Total Revenue Column33693TotalRevenueColumn
Related Or Exempt Function Income33693RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Program Service Revenue33693TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column101305TotalRevenueColumn
Exclusion$101,305ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities2769399Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities2771216Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities-1817Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column-1817TotalRevenueColumn
Exclusion-$1,817ExclusionAmount

Other Revenue Misc OtherRevenueMisc

FieldValueIRS element (for citing)
Descriptionother incomeDescription
Business Code900099BusinessCode
Total Revenue Column129669TotalRevenueColumn
Exclusion$129,669ExclusionAmount
FieldValueIRS element (for citing)
Total Other Revenue129669TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column2489810TotalRevenueColumn
Related Or Exempt Function Income33693RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$229,157ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total2322765Total
Program Services2322765ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total271709Total
Program Services51268ProgramServices
Management And General122649ManagementAndGeneral
Fundraising97792Fundraising

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total68834Total
Program Services12988ProgramServices
Management And General31071ManagementAndGeneral
Fundraising24775Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total25425Total
Program Services1455ProgramServices
Management And General19723ManagementAndGeneral
Fundraising4247Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total20889Total
Program Services4594ProgramServices
Management And General8075ManagementAndGeneral
Fundraising8220Fundraising

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total36540Total
Management And General36540ManagementAndGeneral

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total13480Total
Management And General13480ManagementAndGeneral

Advertising Advertising

FieldValueIRS element (for citing)
Total33895Total
Program Services1305ProgramServices
Management And General18759ManagementAndGeneral
Fundraising13831Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total38550Total
Program Services2158ProgramServices
Management And General24436ManagementAndGeneral
Fundraising11956Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total23984Total
Management And General23984ManagementAndGeneral

Occupancy Occupancy

FieldValueIRS element (for citing)
Total82625Total
Management And General78984ManagementAndGeneral
Fundraising3641Fundraising

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total8663Total
Management And General8663ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total10810Total
Management And General10810ManagementAndGeneral

Other Expenses OtherExpenses (5 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
event costs417301417100039313
catering and food costs13991109183073
FOUNDATION SUPPORT SERV1393713937
bank charges1374513745
miscellaneous11745126087971688

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total13407Total
Program Services4224ProgramServices
Management And General6681ManagementAndGeneral
Fundraising2502Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total3066724Total
Program Services2414352ProgramServices
Management And General444407ManagementAndGeneral
Fundraising207965Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY293117BOY
EOY391275EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY773298BOY
EOY804200EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY276462BOY
EOY224276EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY8712BOY
EOY3167EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis241479LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec235580LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY10023BOY
EOY5899EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY5507251BOY
EOY5155606EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY210605BOY
EOY236574EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY7079468BOY
EOY6820997EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY151092BOY
EOY176947EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY1571049BOY
EOY1612043EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY1722141BOY
EOY1788990EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY1278635BOY
EOY1497138EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY4072337BOY
EOY3534869EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY6355BOY
EOY0EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY5357327BOY
EOY5032007EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY7079468BOY
EOY6820997EOY
FieldValueIRS element (for citing)
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement SeparateXFinancialStatementSeparate
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years2995707CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years3327884CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years2533888CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1353161CurrentTaxYearMinus1Year
Current Tax Year2226960CurrentTaxYear
Total12437600Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years2995707CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years3327884CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years2533888CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1353161CurrentTaxYearMinus1Year
Current Tax Year2226960CurrentTaxYear
Total12437600Total
FieldValueIRS element (for citing)
Public Support Total17012437600PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years174718CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years248329CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years332479CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year190264CurrentTaxYearMinus1Year
Current Tax Year101305CurrentTaxYear
Total1047095Total

Other Income170 OtherIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years7470CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years18399CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years89154CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year125627CurrentTaxYearMinus1Year
Current Tax Year129669CurrentTaxYear
Total370319Total
FieldValueIRS element (for citing)
Total Support13855014TotalSupport
Gross Receipts From Admissions Etc454087GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage1700.89770PublicSupportPertcentage170
Public Support Pertcent Prior Year0.92040PublicSupportPertcentPriorYear
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 Held12NumberDAFsHeld
Number Funds Held25NumberFundsHeld
Donor Advised Contributions391275DonorAdvisedContributions
Contrib To Funds And Other Accounts36198ContribToFundsAndOtherAccounts
Grants Paid From Donor Funds944815GrantsPaidFromDonorFunds
Grants Funds And Other Accounts143656GrantsFundsAndOtherAccounts
Aggregate DAF Value1612043AggregateDAFValue
Aggregate Fund Value6061696AggregateFundValue
Disclosed Orgs Legal Control1DisclosedOrgsLegalControl
Disclosed For Charitable Purposes1DisclosedForCharitablePurposes

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance6355BeginningOfYearBalance
Other Expenditures6355OtherExpenditures

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance256355BeginningOfYearBalance
Other Expenditures250000OtherExpenditures
End Of Year Balance6355EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance1.00000BoardDesignatedEOYBalance
Endowments Held By Unrelated Orgs0EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs0EndowmentsHeldByRelatedOrgs

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis241479OtherCostOrOtherBasis
Depreciation235580Depreciation
Book Value5899BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings5899TotalOfBookValueLandBuildings

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
Descriptioninvestment held for othersDescription
Amount$1,612,043Amount
FieldValueIRS element (for citing)
Total Of Amounts1612043TotalOfAmounts
Total Revenue2489810TotalRevenue
Total Expenses3066724TotalExpenses
Excess Or Deficit For Year-576914ExcessOrDeficitForYear
Net Unrealized GL On Investments251594NetUnrealizedGLOnInvestments
Total Adjustments251594TotalAdjustments
Excess Or Deficit Per FS-325320ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt2741404TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments251594NetUnrealizedGainsInvestments
Revenue Not Rptd F990251594RevenueNotRptdF990
Revenue Subtotal2489810RevenueSubtotal
Revenue Not Rptd On Fin Stmt0RevenueNotRptdOnFinStmt
Total Revenue Per Form9902489810TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt3066724TotExpensesEtcAuditedFinclStmt
Expenses Not Rptd F9900ExpensesNotRptdF990
Expenses Subtotal3066724ExpensesSubtotal
Expenses Not Rptd On Fin Stmt0ExpensesNotRptdOnFinStmt
Total Expenses Per Form9903066724TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV

FieldValueIRS element (for citing)
IdentifierPart X:Identifier
Return ReferenceDescription of Uncertain Tax Positions Under FIN 48:ReturnReference
ExplanationIncome Tax Status The Organization is exempt from Federal and State income taxes under section 501(c) (3) of the Internal Revenue code and therefore has made no provision for Federal and State income taxes in the accompanying financial statements. U.S. generally accepted accounting principles Accounting Standards Codification 740-10 (Formerly FASB Interpretation 48 (FIN 48) requires an entity to assess the probability that a tax position has a more likely than not (MLTN) sustainability after review by tax authorities. If a tax position is deemed not to meet this threshold, any unrecognized tax benefits and costs are estimated and recognized. Interest and penalties, if any, related to assessments by tax authorities will be classified as a component of interest expense and other expense, respectively, in the statement of operations. A tax position may be considered as taken any time a taxpayer chooses amongst alternatives that affect the amount of their tax obligations and include for example: tax exempt status; status as a pass-through entity (S Corporations, LLCs, etc.); decisions made in the process of conforming with tax laws; decisions not to file in certain jurisdictions; allocation of income between jurisdictions and the characterization of income or expenses. Tax returns are routinely open for review by the tax authorities for three years from their due date. In certain circumstances the statue of limitations may remain open indefinitely. The Organization has been notified by the Internal Revenue Service that it meets the qualifications to be classified as a tax exempt entity under section 501(c)(3) of the Internal Revenue Code. Since the continuance of this status is based upon continuing qualification, the Organization has identified this as a tax position. However, it has determined that this tax position meets MLTN sustainability and does not result in an uncertainty requiring recognition. The Organization does not expect any material changes in its position regarding this matter in the next twelve months.Explanation

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained0RecordsMaintained

Recipient Table RecipientTable (31 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrant
CATHOLIC TV NETWORK
34 CHESTNUT STREETWATERTOWNMA0247113417440250000DIGITAL PROGRAMING
CHILDREN'S HOSPITAL
84 BIGELOW ROADWEST NEWTONMA02465366009172137000GENERAL SUPPORT
COHEN HILLEL ACADEMY
6 COMMUNITY ROADMARBLEHEADMA01945042282633365725SUPPORT OF DAY SCHOOL PROGRAM
CROHN'S AND COLITIS FOUNDATION
14 FOSTER STREETMARBLEHEADMA0194513433185515000MEDICAL RESEARCH
DOLPHIN RESEARCH CENTER
58901 OVERSEAS HIGHWAYGRASSY KEYFL330500434942469000GENERAL SUPPORT
FOUNDATION FOR THE DEFENSE OF DEMOCRACIES
PO BOX 33249WASHINGTONDC2003313619310525000GENERAL SUPPORT
GATEWAYS
14 FOSTER STREETMARBLEHEADMA01945203237801100000JEWISH EDUCATIONAL SERVICES
JEWISH COMMUNITY CENTER OF THE NORTH SHORE
4 COMMUNITY ROADMARBLEHEADMA0194504228262210000BROADCASTS
JIMMY FUND
9 ELLSWORTH ROADPEABODYMA0196004262063211000GENERAL SUPPORT
JOAN DACHS BAIS YAAKOV ELEMENTARY SCHOOL
6110 NORTH CALIFORNIA AVECHICAGOIL6065904228263325000SUPPORT JEWISH DAY SCHOOL PROGRAMS
MOVING PICTURES INSTITUTE
235 BEVERLY ROADATLANTAGA3030904210578310000SUPPORT U.N. ME PRODUCTION
MUSEUM OF FINE ARTS BOSTON
465 HUNTINGTON AVEBOSTONMA02115042104351100000SUPPORT THE BERNARD ROTHWELL SCHOOL BUS FUND
ROBERT I LAPPIN CHARITABLE FOUNDATION
PO BOX 986SALEMMA01970042103607154575SUPPORT ORGANIZATION
SALEM STATE COLLEGE FOUNDATION
352 LAFAYETTE STREETSALEMMA0197004210578325000SUPPORT SCHOOL OF NURSING
TEMPLE SHALOM OF MEDFORD
475 WINTHROP STREETMEDFORDMA0215502212989738610SYNAGOGUE FINANCIAL SUPPORT
CAMP BAUERCREST
17 OLD COUNTRY ROADAMHERSTMA019130460020966200GENERAL SUPPORT
CAMP TEL NOAR
167 MAIN STREETHAMPSTEADNH038410461528625700GENERAL SUPPORT
CAMP TEVYA
1 MASON ROADBROOKLINENH030330461528625500GENERAL SUPPORT
CONGREGATION SHIRAT HAYAM
55 ATLANTIC AVESWAMPSCOTTMA0190759380614315100GENERAL SUPPORT
GANN ACADEMY
333 FOREST STREETWALTHAMMA0245204328696919277GENERAL SUPPORT
JCC MARBLEHEAD
4 COMMUNITY ROADMARBLEHEADMA01945042104351280186GENERAL SUPPORT
JCC PEABODY
83 PINE STREETPEABODYMA0196004322159358100GENERAL SUPPORT
JEWISH FEDERATIONS OF NORTH AMERICA
PO BOX 157NEW YORKNY1026813162424035609FAIR SHARE ALLOCATION
JEWISH JOURNAL
201 WASHINGTON STREETSALEMMA0197004260719664221ALLOCATION SUPPORT
JF AND CS NORTH SHORE
1430 MAIN STREETWALTHAMMA02451042124330126922ALLOCATION SUPPORT
MAIMONIDES
34 PHILBRICK ROADBROOKLINEMA0244504210381014504GENERAL SUPPORT
NEW ENGLAND HEBREW ACADEMY
9 PRESCOTT STREETBROOKLINEMA024460421058829448GENERAL SUPPORT
NORTH SUBURBAN JCC
83 PINE STREETPEABODYMA0196004322159311400GENERAL SUPPORT
SHIRAT HAYAM PRESCHOOL
55 ATLANTIC AVESWAMPSCOTTMA0190759380614350350GENERAL SUPPORT
TEMPLE BETH SHALOM PRESCHOOL
489 LOWELL STREETPEABODYMA019600423191909100GENERAL SUPPORT
UJC- THE JEWISH FEDERATIONS OF NORTH AMERICA
25 BROADWAY STREETNEW YORKNY10004131624240152546FAIR SHARE ALLOCATION

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (6 entries)

IdentifierIdentifierExplanationExplanation
Form 990, Part VI, Section B, line 11A COPY OF THE FORM 990 IS PROVIDED TO THE ORGANIZATION'S GOVERNING BODY, IT IS REVIEWED BY THE GOVERNING BODY OR BY A REPRESENTATIVE APPOINTED BY THE GOVERNING BODY AND THEN APPROVED FOR RELEASE.
Form 990, Part VI, Section B, line 12cANNUALLY, EACH MEMBER OF THE BOARD OF DIRECTORS SIGNS A STATEMENT AFFIRMING THAT HE OR SHE HAS RECEIVED A COPY OF THE CONFLICT ON INTEREST POLICY, HAS READ AND UNDERSTOOD THE POLICY, AND HAS AGREED TO COMPLY WITH THE POLICY.
Form 990, Part VI, Section B, line 15THE PERSONNEL COMMITTEE MEETS TO DISCUSS THE CEO/EXECUTIVE DIRECTOR/OTHER OFFICERS COMPENSATION. THEY DETERMINE A SALARY BASED UPON OTHER ORGANIZATIONS THEIR SIZE, AND ALSO BASED ON THE EXPERIENCE OF THE PERSON BEING HIRED.
Form 990, Part VI, Section C, line 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVALIABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART XI LINE 2CTHE BOARD OF TRUSTEES IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT AND THE HIRING OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT BEEN CHANGED FROM PRIOR YEARS.
SCHEDULE R, PART VALL EXPENSES WERE PAID BY THE JEWISH FEDERATION OF THE NORTH SHORE.

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII

Name Of Disregarded Entity NameOfDisregardedEntity

FieldValueIRS element (for citing)
Business Name Line1jewish family services of the north shoreBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line12 east INDIA SQUAREAddressLine1
CitySALEMCity
StateMAState
ZIP Code01970ZIPCode
FieldValueIRS element (for citing)
EIN042124330EIN
Primary ActivitiesPROVIDE SUPPORT FOR THE LOCAL JEWISH COMMUNITYPrimaryActivities
Legal Domicile StateMALegalDomicileState
Exempt Code Section501(c)(3)ExemptCodeSection
Public Charity StatusLine 7PublicCharityStatus
Direct Controlling Entity NAN/ADirectControllingEntityNA
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org0GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org0GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs1RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs0PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs0PerformOfServicesByOtherOrgs
Sharing Of Facilities1SharingOfFacilities
Sharing Of Paid Employees1SharingOfPaidEmployees
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org1OtherTransferFromOtherOrg

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