2011-07-12T15:00:46-05:00 2010-08-31 O'CONNOR & DREW PC 25 BRAINTREE HILL OFC PK SUITE 102 BRAINTREE MA 02184 990 2009-09-01 042105783 THE JEWISH FEDERATION OF THE NORTH SHORE INC JEWI 7816318330 4 COMMUNITY ROAD MARBLEHEAD MA 01945 Mr JOSEPH SONTZ 7816318330 2011-07-11 1 DAVID A DIIULIS 6174711120 2011-07-11 2009 2016-02-24 21:20:13Z X MR JOSEPH SONTZ 4 COMMUNITY ROAD MARBLEHEAD MA 01945 5261026 0 X WWW.JEWISHNORTHSHORE.ORG X 1948 MA THE MISSION OF THE JEWISH FEDERATION OF THE NORTH SHORE IS TO PROMOTE THE WELFARE AND CONTINUITY OF THE JEWISH PEOPLE. 22 22 12 30 0 0 1353161 2226960 8253 33693 130871 99488 125627 129669 1617912 2489810 2081001 2322765 0 389785 386857 0 207965 265807 357102 2736593 3066724 -1118681 -576914 7079468 6820997 1722141 1788990 5357327 5032007 THE MISSION OF THE JEWISH FEDERATION OF THE NORTH SHORE IS TO PROMOTE THE WELFARE AND CONTINUITY OF THE JEWISH PEOPLE. 0 0 2414352 2322765 33693 TO RAISE FUNDS FOR THE SUPPORT OF OVERSEAS, NATIONAL AND LOCAL JEWISH PHILANTHROPIC AGENCIES AND TO ENRICH THE EDUCATIONAL, CULTURAL AND SOCIAL LIFE OF THE JEWISH COMMUNITY. 2414352 1 1 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 11 0 1 12 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 22 22 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X X MS MARLA LEVY 7816318330 4 COMMUNITY ROAD MARBLEHEAD MA 01945 RICHARD BANE X 0 0 0 amanda clayman X 0 0 0 phyllis eidelman X 0 0 0 jack fischer X 0 0 0 bernie horowitz X 0 0 0 allen kamer X 0 0 0 scott kaplowitch X 0 0 0 debra lakind X 0 0 0 shari Mcguirk X 0 0 0 rabbi david meyer X 0 0 0 robert ogan X 0 0 0 phil pastan X 0 0 0 howard rich X 0 0 0 martin rogosa X 0 0 0 robert salter X 0 0 0 cory schauer X 0 0 0 flori schwartz X 0 0 0 anne selby X 0 0 0 sandy sheckman X 0 0 0 richard sokolow X 0 0 0 steven solomon X 0 0 0 joseph sontz X 0 0 0 ELIZABETH DONNENFIELD 40.00 X 119027 0 0 MARLA LEVY 40.00 X 70962 0 0 marjorie patkin X 0 0 0 189989 0 0 1 0 0 0 0 2226960 2226960 program service fees 900099 33693 33693 33693 101305 101305 2769399 2771216 -1817 -1817 -1817 other income 900099 129669 129669 129669 2489810 33693 0 229157 2322765 2322765 271709 51268 122649 97792 68834 12988 31071 24775 25425 1455 19723 4247 20889 4594 8075 8220 36540 36540 13480 13480 33895 1305 18759 13831 38550 2158 24436 11956 23984 23984 82625 78984 3641 8663 8663 10810 10810 event costs 41730 1417 1000 39313 catering and food costs 13991 10918 3073 FOUNDATION SUPPORT SERV 13937 13937 bank charges 13745 13745 miscellaneous 11745 1260 8797 1688 13407 4224 6681 2502 3066724 2414352 444407 207965 293117 391275 773298 804200 276462 224276 8712 3167 241479 235580 10023 5899 5507251 5155606 210605 236574 7079468 6820997 151092 176947 1571049 1612043 1722141 1788990 X 1278635 1497138 4072337 3534869 6355 0 5357327 5032007 7079468 6820997 X 0 1 1 X 0 X 2995707 3327884 2533888 1353161 2226960 12437600 2995707 3327884 2533888 1353161 2226960 12437600 12437600 174718 248329 332479 190264 101305 1047095 7470 18399 89154 125627 129669 370319 13855014 454087 0.89770 0.92040 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12 25 391275 36198 944815 143656 1612043 6061696 1 1 6355 6355 256355 250000 6355 1.00000 0 0 241479 235580 5899 5899 investment held for others 1612043 1612043 2489810 3066724 -576914 251594 251594 -325320 2741404 251594 251594 2489810 0 2489810 3066724 0 3066724 0 3066724 Part X: Description of Uncertain Tax Positions Under FIN 48: Income Tax Status The Organization is exempt from Federal and State income taxes under section 501(c) (3) of the Internal Revenue code and therefore has made no provision for Federal and State income taxes in the accompanying financial statements. U.S. generally accepted accounting principles Accounting Standards Codification 740-10 (Formerly FASB Interpretation 48 (FIN 48) requires an entity to assess the probability that a tax position has a more likely than not (MLTN) sustainability after review by tax authorities. If a tax position is deemed not to meet this threshold, any unrecognized tax benefits and costs are estimated and recognized. Interest and penalties, if any, related to assessments by tax authorities will be classified as a component of interest expense and other expense, respectively, in the statement of operations. A tax position may be considered as taken any time a taxpayer chooses amongst alternatives that affect the amount of their tax obligations and include for example: tax exempt status; status as a pass-through entity (S Corporations, LLCs, etc.); decisions made in the process of conforming with tax laws; decisions not to file in certain jurisdictions; allocation of income between jurisdictions and the characterization of income or expenses. Tax returns are routinely open for review by the tax authorities for three years from their due date. In certain circumstances the statue of limitations may remain open indefinitely. The Organization has been notified by the Internal Revenue Service that it meets the qualifications to be classified as a tax exempt entity under section 501(c)(3) of the Internal Revenue Code. Since the continuance of this status is based upon continuing qualification, the Organization has identified this as a tax position. However, it has determined that this tax position meets MLTN sustainability and does not result in an uncertainty requiring recognition. The Organization does not expect any material changes in its position regarding this matter in the next twelve months. 0 CATHOLIC TV NETWORK 34 CHESTNUT STREET WATERTOWN MA 02471 134174402 50000 DIGITAL PROGRAMING CHILDREN'S HOSPITAL 84 BIGELOW ROAD WEST NEWTON MA 02465 366009172 137000 GENERAL SUPPORT COHEN HILLEL ACADEMY 6 COMMUNITY ROAD MARBLEHEAD MA 01945 042282633 365725 SUPPORT OF DAY SCHOOL PROGRAM CROHN'S AND COLITIS FOUNDATION 14 FOSTER STREET MARBLEHEAD MA 01945 134331855 15000 MEDICAL RESEARCH DOLPHIN RESEARCH CENTER 58901 OVERSEAS HIGHWAY GRASSY KEY FL 33050 043494246 9000 GENERAL SUPPORT FOUNDATION FOR THE DEFENSE OF DEMOCRACIES PO BOX 33249 WASHINGTON DC 20033 136193105 25000 GENERAL SUPPORT GATEWAYS 14 FOSTER STREET MARBLEHEAD MA 01945 203237801 100000 JEWISH EDUCATIONAL SERVICES JEWISH COMMUNITY CENTER OF THE NORTH SHORE 4 COMMUNITY ROAD MARBLEHEAD MA 01945 042282622 10000 BROADCASTS JIMMY FUND 9 ELLSWORTH ROAD PEABODY MA 01960 042620632 11000 GENERAL SUPPORT JOAN DACHS BAIS YAAKOV ELEMENTARY SCHOOL 6110 NORTH CALIFORNIA AVE CHICAGO IL 60659 042282633 25000 SUPPORT JEWISH DAY SCHOOL PROGRAMS MOVING PICTURES INSTITUTE 235 BEVERLY ROAD ATLANTA GA 30309 042105783 10000 SUPPORT U.N. ME PRODUCTION MUSEUM OF FINE ARTS BOSTON 465 HUNTINGTON AVE BOSTON MA 02115 042104351 100000 SUPPORT THE BERNARD ROTHWELL SCHOOL BUS FUND ROBERT I LAPPIN CHARITABLE FOUNDATION PO BOX 986 SALEM MA 01970 042103607 154575 SUPPORT ORGANIZATION SALEM STATE COLLEGE FOUNDATION 352 LAFAYETTE STREET SALEM MA 01970 042105783 25000 SUPPORT SCHOOL OF NURSING TEMPLE SHALOM OF MEDFORD 475 WINTHROP STREET MEDFORD MA 02155 022129897 38610 SYNAGOGUE FINANCIAL SUPPORT CAMP BAUERCREST 17 OLD COUNTRY ROAD AMHERST MA 01913 046002096 6200 GENERAL SUPPORT CAMP TEL NOAR 167 MAIN STREET HAMPSTEAD NH 03841 046152862 5700 GENERAL SUPPORT CAMP TEVYA 1 MASON ROAD BROOKLINE NH 03033 046152862 5500 GENERAL SUPPORT CONGREGATION SHIRAT HAYAM 55 ATLANTIC AVE SWAMPSCOTT MA 01907 593806143 15100 GENERAL SUPPORT GANN ACADEMY 333 FOREST STREET WALTHAM MA 02452 043286969 19277 GENERAL SUPPORT JCC MARBLEHEAD 4 COMMUNITY ROAD MARBLEHEAD MA 01945 042104351 280186 GENERAL SUPPORT JCC PEABODY 83 PINE STREET PEABODY MA 01960 043221593 58100 GENERAL SUPPORT JEWISH FEDERATIONS OF NORTH AMERICA PO BOX 157 NEW YORK NY 10268 131624240 35609 FAIR SHARE ALLOCATION JEWISH JOURNAL 201 WASHINGTON STREET SALEM MA 01970 042607196 64221 ALLOCATION SUPPORT JF AND CS NORTH SHORE 1430 MAIN STREET WALTHAM MA 02451 042124330 126922 ALLOCATION SUPPORT MAIMONIDES 34 PHILBRICK ROAD BROOKLINE MA 02445 042103810 14504 GENERAL SUPPORT NEW ENGLAND HEBREW ACADEMY 9 PRESCOTT STREET BROOKLINE MA 02446 042105882 9448 GENERAL SUPPORT NORTH SUBURBAN JCC 83 PINE STREET PEABODY MA 01960 043221593 11400 GENERAL SUPPORT SHIRAT HAYAM PRESCHOOL 55 ATLANTIC AVE SWAMPSCOTT MA 01907 593806143 50350 GENERAL SUPPORT TEMPLE BETH SHALOM PRESCHOOL 489 LOWELL STREET PEABODY MA 01960 042319190 9100 GENERAL SUPPORT UJC- THE JEWISH FEDERATIONS OF NORTH AMERICA 25 BROADWAY STREET NEW YORK NY 10004 131624240 152546 FAIR SHARE ALLOCATION Form 990, Part VI, Section B, line 11 A 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 12c ANNUALLY, 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 15 THE 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 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVALIABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI LINE 2C THE BOARD OF TRUSTEES IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT AND THE HIRING OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT BEEN CHANGED FROM PRIOR YEARS. SCHEDULE R, PART V ALL EXPENSES WERE PAID BY THE JEWISH FEDERATION OF THE NORTH SHORE. jewish family services of the north shore 2 east INDIA SQUARE SALEM MA 01970 042124330 PROVIDE SUPPORT FOR THE LOCAL JEWISH COMMUNITY MA 501(c)(3) Line 7 N/A 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 1