JEWISH FEDERATION OF GREATER TOLEDO: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- JEWISH FEDERATION OF GREATER TOLEDO (EIN 34-4428259)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-03-29
- IRS object ID
- 201130889349300758
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-03-29T16:34:02-05:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SPILMAN HILLS & HEIDEBRINK LTD | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5555 AIRPORT HWY STE 200 | AddressLine1 |
| City | TOLEDO | City |
| State | OH | State |
| ZIP Code | 436157320 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 344428259 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED JEWISH COUNCIL OF GREATER TOLEDO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIT | NameControl |
| Phone | 4198854485 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6465 SYLVANIA AVE | AddressLine1 |
| City | SYLVANIA | City |
| State | OH | State |
| ZIP Code | 43560 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Mark GREENBLATT | Name |
| Title | Treasurer | Title |
| Phone | 4198854485 | Phone |
| Date Signed | 2011-03-16 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4198658118 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Mark GREENBLATT | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6465 SYLVANIA AVE | AddressLine1 |
| City | SYLVANIA | City |
| State | OH | State |
| ZIP Code | 43560 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 5177417 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | www.jewishtoledo.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1904 | YearFormation |
| State Legal Domicile | OH | StateLegalDomicile |
| Activity Or Mission Description | to support and enhance the health, welfare, education, spiritual life, unity and continuity in the jewish community of toledo and surrounding areas through services and programs. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 19 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 19 | NbrIndependentVotingMembers |
| Total Nbr Employees | 15 | TotalNbrEmployees |
| Total Nbr Volunteers | 45 | TotalNbrVolunteers |
| Total Gross UBI | 31107 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2104798 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2424748 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 264783 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 200590 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 391273 | InvestmentIncomePriorYear |
| Investment Income Current Year | 331667 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 4868 | OtherRevenuePriorYear |
| Other Revenue Current Year | 2300 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2765722 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2959305 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1542821 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1656777 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 806699 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 833912 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 443906 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 551163 | OtherExpensePriorYear |
| Other Expenses Current Year | 541463 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2900683 | TotalExpensesPriorYear |
| Total Expenses Current Year | 3032152 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -134961 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -72847 | RevenuesLessExpensesCY |
| Total Assets BOY | 14515146 | TotalAssetsBOY |
| Total Assets EOY | 15546234 | TotalAssetsEOY |
| Total Liabilities BOY | 475321 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 450257 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 14039825 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 15095977 | NetAssetsOrFundBalancesEOY |
| Mission Description | to support and enhance the health, welfare, education, spiritual life, unity and continuity in the jewish community of toledo and surrounding areas through services and programs. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 439828 | Expense |
| Revenue | 27715 | Revenue |
| Description | DEPARTMENT OF JEWISH PROGRAMS - PROVIDES JEWISH PROGRAMS, EVENTS AND OPPORTUNITIES FOR JEWISH YOUTH AND TEENS, ADULTS, SENIORS, AND FAMILIES. FROM THE PJ LIBRARY TO KIDS CLUB FOR 4TH AND 5TH GRADERS TO SENIOR ADULTS, THE DEPARTMENT OF JEWISH PROGRAMS SEEKS TO ENGAGE JEWISH FAMILIES TO ENHANCE THEIR JEWISH LIFE AND VALUES. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 125907 | Expense |
| Revenue | 31107 | Revenue |
| Description | TOLEDO JEWISH NEWS - THE UJC PROVIDES A MONTHLY LOCAL NEWSPAPER TO ITS CONSTITUENTS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 96823 | Expense |
| Revenue | 3480 | Revenue |
| Description | JEWISH COMMUNITY RELATIONS COMMITTEE - SUPPORTS THE STATE OF ISRAEL, TO PROMOTE AN UNDERSTANDING OF JUDAISM, TO MONITOR ISSUES, TO MEET WITH ELECTED AND/OR OTHER GOVERNMENTAL OFFICIALS, AND TO PROMOTE POSITIVE RELATIONS WITH OTHER FAITH BASED AND/OR ETHNIC COMMUNITIES IN NORTHWEST OHIO. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1656777 | Expense |
| Grants | 1656777 | Grants |
| Revenue | 138288 | Revenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 1656777 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 1656777 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 138288 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 2319335 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 1 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 10 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 15 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Nbr Voting Governing Body Members | 19 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 19 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 1 | LocalChapters |
| Policies Reference Chapters | 1 | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | united jewish council | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4197240372 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6465 SYLVANIA AVE | AddressLine1 |
| City | sylvania | City |
| State | OH | State |
| ZIP Code | 43560 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (21 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| andy golding | ||||||
| trustee | 5.00 | X | 0 | 0 | 0 | |
| terry robbins | ||||||
| trustee | 5.00 | X | 0 | 0 | 0 | |
| debbe skutch | ||||||
| trustee | 5.00 | X | 0 | 0 | 0 | |
| ronald wachsman | ||||||
| trustee | 5.00 | X | 0 | 0 | 0 | |
| barry nistel | ||||||
| trustee | 5.00 | X | 0 | 0 | 0 | |
| michael podolsky | ||||||
| synagogue representative | 5.00 | X | 0 | 0 | 0 | |
| eric dubow | ||||||
| synagogue representative | 5.00 | X | 0 | 0 | 0 | |
| david berland | ||||||
| synagogue representative | 5.00 | X | 0 | 0 | 0 | |
| kenneth brochin | ||||||
| president | 5.00 | 0 | 0 | 0 | X | |
| elliott feit | ||||||
| vice president | 5.00 | 0 | 0 | 0 | X | |
| richard greenblatt | ||||||
| secretary | 5.00 | 0 | 0 | 0 | X | |
| Mark greenblatt | ||||||
| treasurer | 5.00 | 0 | 0 | 0 | X | |
| Dan Steinberg | ||||||
| tjcf chairman | 5.00 | 0 | 0 | 0 | X | |
| stephen rothschild | ||||||
| immediate past president | 5.00 | 0 | 0 | 0 | X | |
| cheryl silverman | ||||||
| tbje president | 5.00 | 0 | 0 | 0 | X | |
| steven nathanson | ||||||
| jewish senior service pres | 5.00 | 0 | 0 | 0 | X | |
| richard rusgo | ||||||
| jfs president | 5.00 | 0 | 0 | 0 | X | |
| michael forshaw | ||||||
| djp president | 5.00 | 0 | 0 | 0 | X | |
| rob vincent | ||||||
| jcrc chair | 5.00 | 0 | 0 | 0 | X | |
| arleen levine | ||||||
| director tjcf | 40.00 | 107000 | 0 | 10970 | X | |
| abby suckow | ||||||
| ceo | 40.00 | 122904 | 0 | 12290 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 229904 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 23260 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Related Organizations | 56617 | RelatedOrganizations |
| All Other Contributions | 2368131 | AllOtherContributions |
| Total Contributions | 2424748 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| MANAGEMENT FEES | 541610 | 74268 | 74268 | |
| management FEES | 541610 | 60475 | 60475 | |
| program revenue | 541610 | 34740 | 34740 | |
| advertising | 541800 | 31107 | 31107 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 200590 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 312309 | TotalRevenueColumn |
| Exclusion | $312,309 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 2300 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 2300 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2300 | TotalRevenueColumn |
| Exclusion | $2,300 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2237470 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2218112 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 19358 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 19358 | TotalRevenueColumn |
| Exclusion | $19,358 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2959305 | TotalRevenueColumn |
| Related Or Exempt Function Income | 169483 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 31107 | UnrelatedBusinessRevenue |
| Exclusion | $333,967 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1656777 | Total |
| Program Services | 1656777 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 248227 | Total |
| Program Services | 63900 | ProgramServices |
| Management And General | 82824 | ManagementAndGeneral |
| Fundraising | 101503 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 463539 | Total |
| Program Services | 264648 | ProgramServices |
| Management And General | 62434 | ManagementAndGeneral |
| Fundraising | 136457 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 71408 | Total |
| Program Services | 38715 | ProgramServices |
| Management And General | 10117 | ManagementAndGeneral |
| Fundraising | 22576 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 50738 | Total |
| Program Services | 23219 | ProgramServices |
| Management And General | 10267 | ManagementAndGeneral |
| Fundraising | 17252 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21947 | Total |
| Fundraising | 21947 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 108495 | Total |
| Program Services | 37196 | ProgramServices |
| Management And General | 27145 | ManagementAndGeneral |
| Fundraising | 44154 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42317 | Total |
| Program Services | 32727 | ProgramServices |
| Fundraising | 9590 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9935 | Total |
| Program Services | 1743 | ProgramServices |
| Management And General | 6033 | ManagementAndGeneral |
| Fundraising | 2159 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 68903 | Total |
| Program Services | 41342 | ProgramServices |
| Management And General | 20671 | ManagementAndGeneral |
| Fundraising | 6890 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| senior adult center and | 158324 | 130755 | 0 | 27569 |
| INSURANCE | 32647 | 0 | 16923 | 15724 |
| supplies | 22748 | 7658 | 11464 | 3626 |
| rent and maintenance of | 19998 | 7668 | 8496 | 3834 |
| SERVICE CHARGES | 16818 | 0 | 2763 | 14055 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 39331 | Total |
| Program Services | 12987 | ProgramServices |
| Management And General | 9774 | ManagementAndGeneral |
| Fundraising | 16570 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3032152 | Total |
| Program Services | 2319335 | ProgramServices |
| Management And General | 268911 | ManagementAndGeneral |
| Fundraising | 443906 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 423524 | BOY |
| EOY | 282293 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 340609 | BOY |
| EOY | 202559 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29555 | BOY |
| EOY | 18243 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38500 | BOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 232281 | BOY |
| EOY | 205795 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 593942 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 459940 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 193154 | BOY |
| EOY | 134002 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10772863 | BOY |
| EOY | 12104668 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2484660 | BOY |
| EOY | 2598674 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14515146 | BOY |
| EOY | 15546234 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 48914 | BOY |
| EOY | 37126 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 440 | BOY |
| EOY | 42715 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 425967 | BOY |
| EOY | 370416 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 475321 | BOY |
| EOY | 450257 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8820823 | BOY |
| EOY | 9399568 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3915369 | BOY |
| EOY | 4277031 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1303633 | BOY |
| EOY | 1419378 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14039825 | BOY |
| EOY | 15095977 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14515146 | BOY |
| EOY | 15546234 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2877537 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3083365 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1960400 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2104798 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2424748 | CurrentTaxYear |
| Total | 12450848 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2877537 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3083365 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1960400 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2104798 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2424748 | CurrentTaxYear |
| Total | 12450848 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 998040 | AmountsSubstContributorsTotal |
| Public Support Total170 | 11452808 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 505319 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 747871 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1180672 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 378306 | CurrentTaxYearMinus1Year |
| Current Tax Year | 312309 | CurrentTaxYear |
| Total | 3124477 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 82377 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 148380 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 34220 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1918 | CurrentTaxYearMinus1Year |
| Total | 266895 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 15842220 | TotalSupport |
| Gross Receipts From Admissions Etc | 653705 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.72290 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.69990 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 60 | NumberDAFsHeld |
| Donor Advised Contributions | 839076 | DonorAdvisedContributions |
| Grants Paid From Donor Funds | 607748 | GrantsPaidFromDonorFunds |
| Aggregate DAF Value | 3179312 | AggregateDAFValue |
| Disclosed Orgs Legal Control | 1 | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | 1 | DisclosedForCharitablePurposes |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2268681 | BeginningOfYearBalance |
| Contributions | 236139 | Contributions |
| Investment Earnings Or Losses | 286851 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 211128 | GrantsOrScholarships |
| End Of Year Balance | 2580543 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2452919 | BeginningOfYearBalance |
| Contributions | 464763 | Contributions |
| Investment Earnings Or Losses | -619657 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 29344 | GrantsOrScholarships |
| End Of Year Balance | 2268681 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 1.00000 | BoardDesignatedEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3125 | OtherCostOrOtherBasis |
| Book Value | 3125 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 590817 | OtherCostOrOtherBasis |
| Depreciation | 459940 | Depreciation |
| Book Value | 130877 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 134002 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (3 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| CASH SURRENDER VALUE OF LIFE INSURANCE | 999296 |
| REMAINDER INTEREST IN IRREVOCABLE TRUST | 1419378 |
| property available-for-sale | 180000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 2598674 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| TRUST PAYABLE TO OTHERS | $222,860 |
| investments held for associated organization | $147,556 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 370416 | TotalOfAmounts |
| Total Revenue | 2959305 | TotalRevenue |
| Total Expenses | 3032152 | TotalExpenses |
| Excess Or Deficit For Year | -72847 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 1128999 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 1128999 | TotalAdjustments |
| Excess Or Deficit Per FS | 1056152 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 4088304 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1128999 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 1128999 | RevenueNotRptdF990 |
| Revenue Subtotal | 2959305 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 2959305 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 3032152 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 3032152 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 3032152 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part V, Line 4: | Description of Intended Use of Endowment Funds: | The purpose of the endowment funds is to meet the current and long-term needs of the local and worldwide jewish communities, in addition to other charitable organizations, through the careful and informed provisions of grants from the unrestricted fund and the donor advised funds. |
| Part X: | Description of Uncertain Tax Positions Under FIN 48: | As of July 1, 2009, the Organization adopted a new accounting standard that clarifies the accounting for and disclosures related to uncertainties in income taxes. The Organization is recognized as non profit and is exempt from federal income taxes relative to qualifying activities under these exemptions. The Organization has evaluated uncertain income tax positions and believes there are no uncertain tax positions of significance that are required to be recorded or disclosed under this new standard. As a result, there was no impact of adopting this standard for the year ended June 30, 2010. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (13 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|
| chabad house | ||||||
| 4020 nantucket | toledo | OH | 43623 | 341585242 | 59156 | grant |
| columbus jewish day school | ||||||
| 150 e dublin granville rd | new albany | OH | 43054 | 311482374 | 10000 | grant |
| congregation b'nai israel | ||||||
| 6525 sylvania ave | sylvania | OH | 43560 | 276526 | grant | |
| congregation etz chayim | ||||||
| 3853 woodley rd | toledo | OH | 43606 | 19033 | grant | |
| congregation shomer emunim | ||||||
| 6453 sylvania ave | sylvania | OH | 43560 | 15300 | grant | |
| gov't affairs committee | ||||||
| 1175 college ave | columbus | OH | 43209 | 311042915 | 9300 | grant |
| jewish family services | ||||||
| 6505 sylvania ave | sylvania | OH | 43560 | 344428257 | 120301 | grant |
| toledo board of jewish education | ||||||
| 6465 sylvania ave | sylvania | OH | 43560 | 340943526 | 339892 | grant |
| toledo board of jewish education | ||||||
| 6453 sylvania ave | sylvania | OH | 43560 | 340943526 | 195117 | scholarship |
| united jewish communities | ||||||
| 111 eighth ave | new york | NY | 10011 | 131624240 | 400656 | grant |
| ujc holdings | ||||||
| 6453 sylvania ave | sylvania | OH | 43560 | 344428223 | 15248 | grant |
| Jewish fed of Palm beach cty | ||||||
| 4601 community drive | west palm beach | FL | 33417 | 6200 | Grant | |
| ohio valley hillel | ||||||
| 1750 euclid ave | cleveland | OH | 44115 | 341187002 | 24000 | Grants |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | Schedule I, Part I, Line 2: grants and allocations are presented and approved through the budget process and then monitored monthly by the CFO, CEO and the Board. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Form 990, Part VI, Section A, line 2 | Richard Greenblatt and Mark Greenblatt - father and son Arleen Levine and Terry Robbins - sister-in-laws |
| Form 990, Part VI, Section A, line 6 | the jewish community votes on board members and any changes to the bylaws of ujc at the annual meeting. |
| Form 990, Part VI, Section A, line 7a | THE jewish COMMUNITY VOTES ON MEMBERS OF THE BOARD. |
| Form 990, Part VI, Section A, line 7b | all decisions regarding changes to the bylaws of the organization are subject to the approval of the jewish community. |
| Form 990, Part VI, Section B, line 11 | the form 990 is presented to the board for approval and potential changes are discussed prior to filing with the irs. |
| Form 990, Part VI, Section B, line 12c | trustees, directors, officers, and key employees are required to prepare annual disclosure statements. the policy is then monitored by the board president. |
| Form 990, Part VI, Section B, line 15 | data is gathered by the officers of the board of comparable positions from other organizations and reviewed to determine the salaries for managements as well as officers. |
| Form 990, Part VI, Section C, line 19 | Form 990 and 990-T are available upon request and can also be accessed through another's website. the financial statements are available upon request and also on another's website. the governing documents and conflict of interest policy are both available upon request. |
| form 990, pART xI, LINE 2C: | THE COMMITTEE ASSUMING RESPONSIBILITY FOR THE AUDIT HAS NOT CHANGED THEIR OVERSIGHT OR SELECTION PROCESS IN THE LAST YEAR. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ujc holdings company inc | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6465 sylvania ave | AddressLine1 |
| City | sylvania | City |
| State | OH | State |
| ZIP Code | 43560 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 344428223 | EIN |
| Primary Activities | support the united jewish council of greater toledo and related orgs | PrimaryActivities |
| Legal Domicile State | OH | LegalDomicileState |
| Exempt Code Section | 501(c)(3) | ExemptCodeSection |
| Public Charity Status | 509(a)(3) | PublicCharityStatus |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| ujc holdings company inc | |
| B | 15248 |
| ujc holdings company inc | |
| C | 56617 |
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