JEWISH FEDERATION OF GREATER BATON ROUGE: Form 990, tax year 2023
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- Organization
- JEWISH FEDERATION OF GREATER BATON ROUGE (EIN 23-7208853)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-05
- IRS object ID
- 202423109349300217
- Schema version
- 2023v5.1
- 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) |
|---|---|---|
| Return | 2024-11-05T05:16:27-08:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010563996 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LEVY COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 412 N 4TH ST STE 200 | AddressLine1Txt |
| City | BATON ROUGE | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70802 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237208853 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JEWISH FEDERATION OF GREATER BATON ROUGE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JEWI | BusinessNameControlTxt |
| Phone | 2253797393 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14241 Coursey Blvd | AddressLine1Txt |
| City | Baton Rouge | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70817 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELLEN SAGER | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2253797393 | PhoneNum |
| Signature | 2024-03-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GUS LEVY | PreparerPersonNm |
| PTIN | P00447463 | PTIN |
| Phone | 2253435123 | PhoneNum |
| Preparation | 2024-11-04 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ELLEN SAGER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4845 Jamestown Ave Ste 210 | AddressLine1Txt |
| City | BATON ROUGE | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70808 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $221,543 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.JEWISHBR.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1971 | FormationYr |
| Legal Domicile State | LA | LegalDomicileStateCd |
| Activity Or Mission | THE ORGANIZATIONS PRIMARY PURPOSE IS TO USE FUNDS FROM THE LOCAL JEWISH COMMUNITY TO IMPROVE THE LIVES OF NEEDY AND REPRESSED JEWS ON A LOCAL, NATIONAL, AND INTERNATIONAL LEVEL. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 1 | TotalEmployeeCnt |
| Total Volunteers | 21 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $211,297 | PYContributionsGrantsAmt |
| CY Contributions Grants | $161,242 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $34,177 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $30,480 | CYProgramServiceRevenueAmt |
| PY Investment Income | $21,700 | PYInvestmentIncomeAmt |
| CY Investment Income | $29,313 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $267,174 | PYTotalRevenueAmt |
| CY Total Revenue | $221,035 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $113,786 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $124,208 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $42,800 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $43,060 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $14,835 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $62,922 | PYOtherExpensesAmt |
| CY Other Expenses | $73,417 | CYOtherExpensesAmt |
| PY Total Expenses | $219,508 | PYTotalExpensesAmt |
| CY Total Expenses | $240,685 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $47,666 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$19,650 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,176,246 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,156,795 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,556 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,756 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,173,690 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,154,039 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE ORGANIZATIONS PRIMARY PURPOSE IS TO USE FUNDS FROM THE LOCAL JEWISH COMMUNITY TO IMPROVE THE LIVES OF NEEDY AND REPRESSED JEWS ON A LOCAL, NATIONAL, AND INTERNATIONAL LEVEL. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $67,208 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | FUNDING OF VARIOUS TAX EXEMPT CHARITIES DEEMED WORTHY BY THE FEDERATION | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $119,408 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | EDUCATION AND ENRICHMENT OF LOCAL JEWISH COMMUNITY | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $15,000 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | PROVIDE RELIEF FOR EMERGENCY ASSISTANCE, EDUCATIONAL ASSISTANCE, SOCIAL SERVICES AND HOUSING REPAIRS TO DAMAGED HOMES | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $201,616 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 1 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | false | ConflictOfInterestPolicyInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELLEN SAGER | PersonNm |
| Phone | 2253797393 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4845 Jamestown Ave Ste 210 | AddressLine1Txt |
| City | BATON ROUGE | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70808 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|---|
| ELLEN SAGER | ||||||||
| EXECUTIVE DIRECTOR | 20.00 | Yes (X) | Yes (X) | $40,000 | $0 | $0 | ||
| STEVEN WINKLER | ||||||||
| PRESIDENT | 0.00 | $0 | $0 | $0 | Yes (X) | Yes (X) | ||
| SHELLI FEIST | ||||||||
| VICE PRESIDENT | 0.00 | $0 | $0 | $0 | Yes (X) | Yes (X) | ||
| DAVID DEAN | ||||||||
| TREASURER | 0.00 | $0 | $0 | $0 | Yes (X) | Yes (X) | ||
| SUSAN SMOLINSKY | ||||||||
| SECRETARY | 0.00 | $0 | $0 | $0 | Yes (X) | Yes (X) | ||
| ROBBIE RUBIN | ||||||||
| BOARD MEMBER | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| EMELIE ALTON | ||||||||
| BOARD MEMBER | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| ARA RUBYAN | ||||||||
| BOARD MEMBER | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| NORMAN SCHWAMBERG | ||||||||
| BOARD MEMBER | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| STORM MATTHEWS | ||||||||
| BOARD MEMBER | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| EDIE BENDER | ||||||||
| BOARD MEMBER | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| PATTY ABRAHAM | ||||||||
| BOARD MEMBER | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| PAULA SAMUELS | ||||||||
| BOARD MEMBER | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| LINDSEY BURTON | ||||||||
| BOARD MEMBER | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| MICHAEL TEPPER | ||||||||
| BOARD MEMBER | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| ZACH STEIN | ||||||||
| BOARD MEMBER | 0.00 | $0 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $40,000 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $161,242 | AllOtherContributionsAmt |
| Total Contributions | $161,242 | TotalContributionsAmt |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $30,480 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $30,480 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $27,816 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $27,816 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,005 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $508 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,497 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,497 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,497 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $221,035 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $30,480 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $29,313 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,208 | TotalAmt |
| Program Services | $67,208 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,000 | TotalAmt |
| Program Services | $57,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,000 | TotalAmt |
| Program Services | $30,000 | ProgramServicesAmt |
| Management And General | $8,000 | ManagementAndGeneralAmt |
| Fundraising | $2,000 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,060 | TotalAmt |
| Program Services | $2,295 | ProgramServicesAmt |
| Management And General | $612 | ManagementAndGeneralAmt |
| Fundraising | $153 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,525 | TotalAmt |
| Program Services | $1,240 | ProgramServicesAmt |
| Management And General | $5,024 | ManagementAndGeneralAmt |
| Fundraising | $261 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,796 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $6,796 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $946 | TotalAmt |
| Program Services | $615 | ProgramServicesAmt |
| Management And General | $236 | ManagementAndGeneralAmt |
| Fundraising | $95 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,470 | TotalAmt |
| Program Services | $1,155 | ProgramServicesAmt |
| Management And General | $1,158 | ManagementAndGeneralAmt |
| Fundraising | $1,157 | FundraisingAmt |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,680 | TotalAmt |
| Program Services | $42,103 | ProgramServicesAmt |
| Management And General | $2,408 | ManagementAndGeneralAmt |
| Fundraising | $11,169 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $240,685 | TotalAmt |
| Program Services | $201,616 | ProgramServicesAmt |
| Management And General | $24,234 | ManagementAndGeneralAmt |
| Fundraising | $14,835 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $87,194 | BOYAmt |
| EOY | $78,550 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $305,185 | BOYAmt |
| EOY | $263,976 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $269,636 | BOYAmt |
| EOY | $289,248 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $514,231 | BOYAmt |
| EOY | $525,021 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,176,246 | BOYAmt |
| EOY | $1,156,795 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,556 | BOYAmt |
| EOY | $2,756 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,556 | BOYAmt |
| EOY | $2,756 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,173,690 | BOYAmt |
| EOY | $1,154,039 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,173,690 | BOYAmt |
| EOY | $1,154,039 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,176,246 | BOYAmt |
| EOY | $1,156,795 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$19,650 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
| Other Support Sum | $0 | OtherSupportSumAmt |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $200,644 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $123,565 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $140,287 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $211,297 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $161,242 | CurrentTaxYearAmt |
| Total | $837,035 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $200,644 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $123,565 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $140,287 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $211,297 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $161,242 | CurrentTaxYearAmt |
| Total | $837,035 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $322,472 | SubstantialContributorsTotAmt |
| Public Support Total170 | $514,563 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,523 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,127 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,696 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $21,700 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $29,313 | CurrentTaxYearAmt |
| Total | $108,359 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $34,177 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $30,480 | CurrentTaxYearAmt |
| Total | $64,657 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $1,010,051 | TotalSupportAmt |
| Public Support CY170 | 0.50940 | PublicSupportCY170Pct |
| Public Support PY170 | 0.49960 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
| Public Support Total509 | $0 | PublicSupportTotal509Amt |
| Public Support CY509 | 0 | PublicSupportCY509Pct |
| Investment Income CY | 0 | InvestmentIncomeCYPct |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Pt II Ln 10 | FormAndLineReferenceDesc |
| Explanation | Other Income Part II, Line 10 Description: FILM FESTIVAL 2022: 34177. 2023: 30480. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $413,569 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $101,661 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $15,000 | OtherExpendituresAmt |
| End Year Balance | $500,230 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $413,569 | BeginningYearBalanceAmt |
| End Year Balance | $413,569 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $413,569 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $0 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $413,569 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $413,569 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $0 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $413,569 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $413,569 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $0 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $413,569 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.12000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.88000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | JEWISH ENDOWMENT FOUNDATION | Desc |
| Book Value | $525,021 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $525,021 | TotalBookValueSecuritiesAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Pt V, Line 4 | FormAndLineReferenceDesc |
| Explanation | ENDOWMENT FUNDS GENERATE REVENUES TO BE USED TO SUPPORT MISSION WHEN FUNDRAISING IS NOT ADEQUATE. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| JEWISH FEDERATION OF NA | |||||||
| JEWISH FEDERATION OF NA | NEW YORK | NY | 10004 | 131624240 | $31,250 | N/A | JEWISH AGENCY THAT AIDS JEWS THROUGHOUT THE WORLD |
| HENRY S JACOBS CAMP | |||||||
| PO BOX 16528 | JACKSON | MS | 39236 | 131663143 | $8,500 | N/A | SUMMER CAMP FOR JEWISH LIFE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 2 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|
| DIRECT RELIEF - SOCIAL SERVICES | 0 | $0 | |||
| LOCAL SCHOLARSHIPS | 6 | $15,000 | $0 | CASH | N/A |
| STORM EMERGENCY RELIEF | 24 | $15,000 | $0 | CASH | N/A |
| NFTY to Israel Scholarships | 9 | $27,000 | $0 | CASH | N/A |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt I Line 2 | The Allocations committee evaluates each recipient on an annual basis to determine the appropriateness and amounts of funding. During the year, reports and correspondence from grantees are reviewed to ensure that program objectives are being met and funding is being used as intended. |
| Pt III, col (b) | The Scholarship committee (for scholarships) or the Board (social services) evaluates each recipients application, including financial condition and circumstances in order to determine the appropriateness and amounts of funding. The number of recipients is actual since applications are made on an individual basis. Rabbis or social workers are often bringing the needs for direct assistance to the organizations attention. Emergency relief was also given to victims of the Hurrican Ida disaster. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (19 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt VI, Line 11b | The return is reviewed by the Treasurer and Exec Comm to filing and is kept on file for members to review upon request. |
| Pt VI, Line 15a | The board sets the Directors salary based on what is reasonable and appropriate. Annual cost of living increase is given provided the budget allows. |
| Pt VI, Line 19 | Document are provided upon written request |
| Form 990, Part IX, Line 24e | POSTAGE 880. 572. 220. 88. |
| Form 990, Part IX, Line 24e | TELEPHONE 906. 589. 226. 91. |
| Form 990, Part IX, Line 24e | COPIER / PRINTING 0. 0. 0. 0. |
| Form 990, Part IX, Line 24e | FILM FESTIVAL 34777. 26083. 0. 8694. |
| Form 990, Part IX, Line 24e | BANK FEES 579. 193. 193. 193. |
| Form 990, Part IX, Line 24e | WEB SITE 670. 335. 0. 335. |
| Form 990, Part IX, Line 24e | CREDIT CARD FEES 0. 0. 0. 0. |
| Form 990, Part IX, Line 24e | PROGRAMMING 0. 0. 0. 0. |
| Form 990, Part IX, Line 24e | BACK TO POOL PARTY 0. 0. 0. 0. |
| Form 990, Part IX, Line 24e | TERRIFIC TUESDAYS 0. 0. 0. 0. |
| Form 990, Part IX, Line 24e | YOUNG LEADERSHIP 0. 0. 0. 0. |
| Form 990, Part IX, Line 24e | HILLEL 10000. 10000. 0. 0. |
| Form 990, Part IX, Line 24e | HOLIDAY BASKETS 968. 968. 0. 0. |
| Form 990, Part IX, Line 24e | GENERAL ALLOCATIONS 5306. 1769. 1769. 1768. |
| Form 990, Part IX, Line 24e | TRANSPORTATION 0. 0. 0. 0. |
| Form 990, Part IX, Line 24e | HOLOCAUST & TOLERANCE EDUC 1594. 1594. 0. 0. |