STRATEGY STUDIO / PUBLIC DATA EXPLORER

JEWISH FEDERATION OF GREATER BATON ROUGE: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
JEWISH FEDERATION OF GREATER BATON ROUGE (EIN 23-7208853)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-07
IRS object ID
202233119349303768
Schema version
2021v4.1
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

FieldValueIRS element (for citing)
Return2022-11-07T13:28:20-08:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN010563996PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1THE LEVY COMPANYBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1412 N 4TH ST STE 200AddressLine1Txt
CityBATON ROUGECityNm
State AbbreviationLAStateAbbreviationCd
ZIP70802ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237208853EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE JEWISH FEDERATION OF GREATER BATON ROUGEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJEWIBusinessNameControlTxt
Phone2253797393PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line114241 Coursey BlvdAddressLine1Txt
CityBaton RougeCityNm
State AbbreviationLAStateAbbreviationCd
ZIP70817ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonELLEN SAGERPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone2253797393PhoneNum
Signature2022-05-01SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstELLENPersonFirstNm
Person LastSAGERPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGUS LEVYPreparerPersonNm
PTINP00447463PTIN
Phone2253435123PhoneNum
Preparation2022-11-01PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerELLEN SAGERPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line14845 Jamestown Ave Ste 210AddressLine1Txt
CityBATON ROUGECityNm
State AbbreviationLAStateAbbreviationCd
ZIP70808ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$200,803GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.JEWISHBR.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1971FormationYr
Legal Domicile StateLALegalDomicileStateCd
Activity Or MissionTHE 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 Body19VotingMembersGoverningBodyCnt
Voting Members Independent19VotingMembersIndependentCnt
Total Employee1TotalEmployeeCnt
Total Volunteers21TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$131,365PYContributionsGrantsAmt
CY Contributions Grants$148,218CYContributionsGrantsAmt
PY Program Service Revenue$15,125PYProgramServiceRevenueAmt
CY Program Service Revenue$31,889CYProgramServiceRevenueAmt
PY Investment Income$19,127PYInvestmentIncomeAmt
CY Investment Income$20,696CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$165,617PYTotalRevenueAmt
CY Total Revenue$200,803CYTotalRevenueAmt
PY Grants And Similar Paid$72,123PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$113,451CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$40,978PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$40,978CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$10,665CYTotalFundraisingExpenseAmt
PY Other Expenses$60,496PYOtherExpensesAmt
CY Other Expenses$59,863CYOtherExpensesAmt
PY Total Expenses$173,597PYTotalExpensesAmt
CY Total Expenses$214,292CYTotalExpensesAmt
PY Revenues Less Expenses-$7,980PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$13,489CYRevenuesLessExpensesAmt
Total Assets BOY$1,175,102TotalAssetsBOYAmt
Total Assets EOY$1,153,225TotalAssetsEOYAmt
Total Liabilities BOY$2,415TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,416TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,172,687NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,150,809NetAssetsOrFundBalancesEOYAmt
MissionTHE 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 SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$45,430ExpenseAmt
Grant$0GrantAmt
Revenue$0RevenueAmt
DescFUNDING OF VARIOUS TAX EXEMPT CHARITIES DEEMED WORTHY BY THE FEDERATIONDesc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$110,535ExpenseAmt
Grant$0GrantAmt
Revenue$0RevenueAmt
DescEDUCATION AND ENRICHMENT OF LOCAL JEWISH COMMUNITYDesc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$25,000ExpenseAmt
Grant$0GrantAmt
Revenue$0RevenueAmt
DescPROVIDE RELIEF FOR EMERGENCY ASSISTANCE, EDUCATIONAL ASSISTANCE, SOCIAL SERVICES AND HOUSING REPAIRS TO DAMAGED HOMESDesc
FieldValueIRS element (for citing)
Total Program Service Expenses$180,965TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document2IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee1EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members19GoverningBodyVotingMembersCnt
Independent Voting Member19IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyfalseConflictOfInterestPolicyInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonELLEN SAGERPersonNm
Phone2253797393PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14845 Jamestown Ave Ste 210AddressLine1Txt
CityBATON ROUGECityNm
State AbbreviationLAStateAbbreviationCd
ZIP70808ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerInd
ELLEN SAGER
EXECUTIVE DIRECTOR20.00Yes (X)Yes (X)$38,066$0$0
LYNN KOBER
PRESIDENT0.00$0$0$0Yes (X)Yes (X)
STEVEN WINKLER
VICE PRESIDENT0.00$0$0$0Yes (X)Yes (X)
DAVID DEAN
TREASURER0.00$0$0$0Yes (X)Yes (X)
GAIL SHERMAN
SECRETARY0.00$0$0$0Yes (X)Yes (X)
ANDY BLUMBERG
BOARD MEMBER0.00$0$0$0Yes (X)
JAMES BULLMAN
BOARD MEMBER0.00$0$0$0Yes (X)
ARA RUBYAN
BOARD MEMBER0.00$0$0$0Yes (X)
MIRIAM BENSMAN
BOARD MEMBER0.00$0$0$0Yes (X)
DAVID DEITCH
BOARD MEMBER0.00$0$0$0Yes (X)
EDIE BENDER
BOARD MEMBER0.00$0$0$0Yes (X)
PATTY ABRAHAM
BOARD MEMBER0.00$0$0$0Yes (X)
PAULA SAMUELS
BOARD MEMBER0.00$0$0$0Yes (X)
HAMILTON SHAW
BOARD MEMBER0.00$0$0$0Yes (X)
MICHAEL TEPPER
BOARD MEMBER0.00$0$0$0Yes (X)
SHELLI FEIST
BOARD MEMBER0.00$0$0$0Yes (X)
SETH DEITCH
BOARD MEMBER0.00$0$0$0Yes (X)
JOEL GOLDMAN
BOARD MEMBER0.00$0$0$0Yes (X)
ELISE BOUCHNER
BOARD MEMBER0.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$38,066TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Government Grants$7,930GovernmentGrantsAmt
All Other Contributions$140,288AllOtherContributionsAmt
Total Contributions$148,218TotalContributionsAmt

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$31,889TotalRevenueColumnAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$31,889TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$20,696TotalRevenueColumnAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$20,696ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Other$0OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Other$0OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Other$0OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$200,803TotalRevenueColumnAmt
Related Or Exempt Func Income$31,889RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$20,696ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$60,430TotalAmt
Program Services$60,430ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$53,021TotalAmt
Program Services$53,021ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$38,066TotalAmt
Program Services$28,550ProgramServicesAmt
Management And General$7,613ManagementAndGeneralAmt
Fundraising$1,903FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$2,912TotalAmt
Program Services$2,184ProgramServicesAmt
Management And General$582ManagementAndGeneralAmt
Fundraising$146FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$6,325TotalAmt
Program Services$1,202ProgramServicesAmt
Management And General$4,870ManagementAndGeneralAmt
Fundraising$253FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$6,495TotalAmt
Program Services$0ProgramServicesAmt
Management And General$6,495ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,241TotalAmt
Program Services$807ProgramServicesAmt
Management And General$310ManagementAndGeneralAmt
Fundraising$124FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$4,680TotalAmt
Program Services$3,042ProgramServicesAmt
Management And General$1,170ManagementAndGeneralAmt
Fundraising$468FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$3,337TotalAmt
Program Services$1,113ProgramServicesAmt
Management And General$1,112ManagementAndGeneralAmt
Fundraising$1,112FundraisingAmt

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$37,785TotalAmt
Program Services$30,616ProgramServicesAmt
Management And General$510ManagementAndGeneralAmt
Fundraising$6,659FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$214,292TotalAmt
Program Services$180,965ProgramServicesAmt
Management And General$22,662ManagementAndGeneralAmt
Fundraising$10,665FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$567,808BOYAmt
EOY$339,541EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$23,027BOYAmt
EOY$18,667EOYAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$85,579BOYAmt
EOY$288,049EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$498,688BOYAmt
EOY$506,968EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,175,102BOYAmt
EOY$1,153,225EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$2,415BOYAmt
EOY$2,416EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,415BOYAmt
EOY$2,416EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$1,172,687BOYAmt
EOY$1,150,809EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,172,687BOYAmt
EOY$1,150,809EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,175,102BOYAmt
EOY$1,153,225EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$13,489ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$6,093NetUnrlzdGainsLossesInvstAmt
Prior Period Adjustments-$2,296PriorPeriodAdjustmentsAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind
Other Support Sum$0OtherSupportSumAmt

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$197,099CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$180,568CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$200,644CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$123,565CurrentTaxYearMinus1YearAmt
Current Tax Year$140,287CurrentTaxYearAmt
Total$842,163TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$197,099CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$180,568CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$200,644CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$123,565CurrentTaxYearMinus1YearAmt
Current Tax Year$140,287CurrentTaxYearAmt
Total$842,163TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$363,339SubstantialContributorsTotAmt
Public Support Total170$478,824PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$14,925CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$24,526CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$17,523CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$19,127CurrentTaxYearMinus1YearAmt
Current Tax Year$20,696CurrentTaxYearAmt
Total$96,797TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Total Support$938,960TotalSupportAmt
Gross Receipts Rltd Activities$169,286GrossReceiptsRltdActivitiesAmt
Public Support CY1700.51000PublicSupportCY170Pct
Public Support PY1700.49600PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind
Public Support Total509$0PublicSupportTotal509Amt
Public Support CY5090PublicSupportCY509Pct
Investment Income CY0InvestmentIncomeCYPct

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$498,688BeginningYearBalanceAmt
Investment Earnings Or Losses$8,280InvestmentEarningsOrLossesAmt
End Year Balance$506,968EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$489,312BeginningYearBalanceAmt
Investment Earnings Or Losses$9,376InvestmentEarningsOrLossesAmt
End Year Balance$498,688EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$480,838BeginningYearBalanceAmt
Investment Earnings Or Losses$8,474InvestmentEarningsOrLossesAmt
End Year Balance$489,312EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$465,963BeginningYearBalanceAmt
Investment Earnings Or Losses$14,875InvestmentEarningsOrLossesAmt
End Year Balance$480,838EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$459,211BeginningYearBalanceAmt
Investment Earnings Or Losses$6,752InvestmentEarningsOrLossesAmt
End Year Balance$465,963EndYearBalanceAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescJEWISH ENDOWMENT FOUNDATIONDesc
Book Value$506,968BookValueAmt
Method ValuationCMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$506,968TotalBookValueSecuritiesAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDescPurpose Of GrantPurposeOfGrantTxt
JEWISH FEDERATION OF NA
25 BROADWAY SUITE 1700NEW YORKNY10004131624240$27,000$0N/AN/AJEWISH AGENCY THAT AIDS JEWS THROUGHOUT THE WORLD
HENRY S JACOBS CAMP
PO BOX 16528JACKSONMS39236131663143$8,500$0N/AN/ASUMMER CAMP FOR JEWISH LIFE
FieldValueIRS element (for citing)
Total501c3 Org2Total501c3OrgCnt
Total Other Org2TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDesc
DIRECT RELIEF - SOCIAL SERVICES1$650$0CASHN/A
LOCAL SCHOLARSHIPS8$13,421$0CASHN/A
STORM EMERGENCY RELIEF6$10,000$0CASHN/A
NFTY to Israel Scholarships6$28,950$0CASHN/A

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Pt I Line 2The 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 recipient's 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 organization's attention. Emergency relief was also given to victims of the Hurrican Ida disaster.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (21 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Pt VI, Line 11bThe 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 15aThe 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 19Document are provided upon written request
Form 990, Part IX, Line 24ePOSTAGE 509. 331. 127. 51.
Form 990, Part IX, Line 24eTELEPHONE 806. 524. 201. 81.
Form 990, Part IX, Line 24eCOPIER / PRINTING 0. 0. 0. 0.
Form 990, Part IX, Line 24eFILM FESTIVAL 24869. 18652. 0. 6217.
Form 990, Part IX, Line 24eBANK FEES 529. 173. 180. 176.
Form 990, Part IX, Line 24eWEB SITE 268. 134. 0. 134.
Form 990, Part IX, Line 24eCREDIT CARD FEES 2. 0. 2. 0.
Form 990, Part IX, Line 24ePROGRAMMING 0. 0. 0. 0.
Form 990, Part IX, Line 24eBACK TO POOL PARTY 0. 0. 0. 0.
Form 990, Part IX, Line 24eTERRIFIC TUESDAYS 0. 0. 0. 0.
Form 990, Part IX, Line 24eYOUNG LEADERSHIP 0. 0. 0. 0.
Form 990, Part IX, Line 24eHILLEL 10000. 10000. 0. 0.
Form 990, Part IX, Line 24eHOLIDAY BASKETS 802. 802. 0. 0.
Form 990, Part IX, Line 24eGENERAL ALLOCATIONS 0. 0. 0. 0.
Form 990, Part IX, Line 24eTRANSPORTATION 0. 0. 0. 0.
Form 990, Part IX, Line 24eHOLOCAUST & TOLERANCE EDUC 0. 0. 0. 0.
Form 990, Part IX, Line 24eNFTY TRIP TO ISRAEL 0. 0. 0. 0.
Form 990, Part IX, Line 24eSOCIAL WORKERS 0. 0. 0. 0.