JEWISH FEDERATION OF SOUTH PALM BEACH COUNTY INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- JEWISH FEDERATION OF SOUTH PALM BEACH COUNTY INC (EIN 59-1945109)
- Tax period
- 2023-09-01 to 2024-08-31
- Filed
- 2025-07-15
- IRS object ID
- 202511969349302491
- Schema version
- 2023v6.0
- 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 | 2025-07-15T16:55:19-05:00 | ReturnTs |
| Tax Period End | 2024-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341900735 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2255 GLADES ROAD SUITE 321A | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33431 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 591945109 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWISH FEDERATION OF SOUTH PALM | BusinessNameLine1Txt |
| Business Name Line2 | BEACH COUNTY INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JEWI | BusinessNameControlTxt |
| Phone | 5618523100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9901 DONNA KLEIN BLVD | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33428 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAREN MILLOY-GOBRECHT | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 5618523100 | PhoneNum |
| Signature | 2025-07-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL FISHER | PreparerPersonNm |
| PTIN | P01243324 | PTIN |
| Phone | 5619945050 | PhoneNum |
| Preparation | 2025-07-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KAREN MILLOY-GOBRECHT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9901 DONNA KLEIN BLVD | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33428 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $25,967,627 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.JEWISHBOCA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1979 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | TO FURTHER THE WELFARE OF THE JEWISH COMMUNITY IN SOUTH PALM BEACH COUNTY, ISRAEL, AND AROUND THE WORLD. | ActivityOrMissionDesc |
| Voting Members Governing Body | 82 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 82 | VotingMembersIndependentCnt |
| Total Employee | 117 | TotalEmployeeCnt |
| Total Volunteers | 82 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $20,272,765 | PYContributionsGrantsAmt |
| CY Contributions Grants | $20,102,894 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,413,493 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $951,448 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,788,928 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,641,852 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,899,083 | PYOtherRevenueAmt |
| CY Other Revenue | $1,271,433 | CYOtherRevenueAmt |
| PY Total Revenue | $26,374,269 | PYTotalRevenueAmt |
| CY Total Revenue | $25,967,627 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $9,098,577 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $8,426,968 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,130,928 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $15,780,751 | PYOtherExpensesAmt |
| CY Other Expenses | $16,133,112 | CYOtherExpensesAmt |
| PY Total Expenses | $24,879,328 | PYTotalExpensesAmt |
| CY Total Expenses | $24,560,080 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,494,941 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,407,547 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $211,925,200 | TotalAssetsBOYAmt |
| Total Assets EOY | $225,104,185 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $34,317,384 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $29,590,975 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $177,607,816 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $195,513,210 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO SUSTAIN THE JEWISH COMMUNITY LOCALLY AND WORLDWIDE, AND CREATE A JEWISH FUTURE AND SUPPORT JEWISH PEOPLE WORLDWIDE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,086,541 | ExpenseAmt |
| Grant | $2,086,541 | GrantAmt |
| Desc | JEWISH FEDERATIONS OF NORTH AMERICA - SUPPORTS VARIOUS LOCAL REGIONAL NATIONAL AND OVERSEAS RECIPIENTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,334,683 | ExpenseAmt |
| Grant | $2,334,683 | GrantAmt |
| Revenue | $164,599 | RevenueAmt |
| Desc | ALLOCATIONS TO COMMUNITY PARTNERSHIP ENTITIES AND AFFILIATES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $950,550 | ExpenseAmt |
| Grant | $950,550 | GrantAmt |
| Desc | GRANTS AND ALLOCATIONS TO OTHER LOCAL AND NON-LOCAL NOT-FOR-PROFIT BENEFICIARIES. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $10,586,173 | ExpenseAmt |
| Grant | $3,055,194 | GrantAmt |
| Revenue | $2,058,282 | RevenueAmt |
| Desc | VARIOUS PROGRAMS TO FURTHER THE WELFARE OF THE LOCAL AND NON-LOCAL JEWISH COMMUNITY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $10,586,173 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $3,055,194 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $2,058,282 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $15,957,947 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 107 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 117 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 82 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 82 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAREN MILLOY-GOBRECHT CFO | PersonNm |
| Phone | 5618523100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9901 DONNA KLEIN BLVD | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33428 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (89 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| ALBERT GORTZ | ||||||||||
| SECRETARY | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| ALICIA SPERO | ||||||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| ANNE JACOBSON | ||||||||||
| VICE CHAIR | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| APRIL E LEAVY | ||||||||||
| VICE CHAIR, ISRAEL & OVERSEAS | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| ARTHUR GOLDBERG | ||||||||||
| VICE CHAIR, FACILITES | 6.00 | 20.00 | Yes (X) | $0 | $0 | $0 | ||||
| BARBARA WERNER | ||||||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| BARRY PODOLSKY | ||||||||||
| BOARD MEMBER | 3.00 | 8.00 | Yes (X) | $0 | $0 | $0 | ||||
| BARRY WINOGRAD | ||||||||||
| TREASURER | 3.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| BENJAMIN GENE | ||||||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| BETTY KANE | ||||||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| BOB COOK | ||||||||||
| BOARD MEMBER | 3.00 | 10.00 | Yes (X) | $0 | $0 | $0 | ||||
| BRYAN DROWOS | ||||||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| CAROL LAZAR | ||||||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| CAROL SMOKLER | ||||||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| CHARLES LICHTMAN | ||||||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| CINDY ORBACH NIMHAUSER | ||||||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| DALE FILHABER | ||||||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| DANA ADLER | ||||||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| DANA STRONG | ||||||||||
| BOARD MEMBER PRESIDENT, DONNA KLEIN JEWISH ACADEM | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| DAVID CUTLER | ||||||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| DAVID GALPERN | ||||||||||
| CHAIR APPOINTMENT, BOARD MEMBER | 3.00 | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID KIRSCHNER | ||||||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| DAVID PRATT | ||||||||||
| VICE CHAIR | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| DEBRA HALPERIN | ||||||||||
| ASSISTANT TREASURER | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| DON BRODIE | ||||||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| DOROTHY MEYERS WIZER | ||||||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| DR GAIL RUBIN KWAL | ||||||||||
| BOARD MEMBER | 3.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| ELYSSA KUPFERBERG | ||||||||||
| VICE CHAIR, WP | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| EMILY GRABELSKY | ||||||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| FRANKLIN HOMER | ||||||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| GAIL GREENSPOON | ||||||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| GARRY LESSER | ||||||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| GEORGE LINTZ | ||||||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| HELENE PAUL | ||||||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| HOWARD DUBOSAR | ||||||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| HOWARD HALPERN | ||||||||||
| BOARD MEMBER, JEWISH ASSOCIATION FOR RESIDENTIAL | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| ILENE WOHLEGEMUTH | ||||||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| JANET SAHR | ||||||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| JEFFREY NEWMAN | ||||||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| JEREMY COHEN | ||||||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| JILL DEUTCH | ||||||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| JILL ROSE | ||||||||||
| CHAIR OF THE BOARD | 5.00 | 6.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOE SONTZ | ||||||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| JOSEPH MISHKIN | ||||||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| JUDI SCHUMAN | ||||||||||
| VICE CHAIR | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| JUSTIN HERTZERG | ||||||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| KAREN DERN | ||||||||||
| VICE CHAIR, PROGRAM FUNDING COUNCIL | 3.00 | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| KATHY GREEN | ||||||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| KENNETH LEBERSFELD | ||||||||||
| B&P CHAIR | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| KENNETH PRITZKER | ||||||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| LAURENCE BLAIR | ||||||||||
| VICE CHAIR, FRD | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| LAWRENCE FELDMAN | ||||||||||
| IMMEDIATE PAST CHAIR | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| MARK DERN | ||||||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| MARK SCHAUM | ||||||||||
| VICE CHAIR, JJCF | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| MARTIN LIFTON | ||||||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| MATT KUTCHER | ||||||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| MATTHEW MASCHLER | ||||||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| MERYL GALLATIN | ||||||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| MICHAEL BECKERMAN | ||||||||||
| BOARD MEMBER | 3.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| MICHAEL LIPTON | ||||||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| MICHELLE HOLLISTER | ||||||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| NAOMI STEINBERG | ||||||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| RABBI AMY PESSAH | ||||||||||
| RABBI DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| RABBI GREG WEISMAN | ||||||||||
| RABBI DIRECTOR JCRC CHAIR | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| RABBI MOISHE DENBURG | ||||||||||
| RABBI DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| RACHEL SCHRAGER | ||||||||||
| YOUNG ADULT DIVISION CHAIR | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| RANI GARFINKLE | ||||||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| RICHARD STEINBERG | ||||||||||
| VICE CHAIR, CAMPAIGN | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| RICHARD STOLLS | ||||||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| RICK PAUL | ||||||||||
| R&N RALES JEWISH FAMILY SERVICES, CHAIR | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| ROB ROSSMAN | ||||||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| ROBERT LEWIS | ||||||||||
| AUDIT COMMITTEE CHAIR, BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| ROBIN BARITZ | ||||||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| ROBIN RUBIN | ||||||||||
| VICE CHAIR | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| ROXANE FRECHIE LIPTON | ||||||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| SHELLY SNYDER | ||||||||||
| CAMPAIGN CHAIR, WP | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| STEVEN CLARFIELD | ||||||||||
| JCC PRESIDENT | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| SUSAN RAHN | ||||||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| TOBY COOPERMAN | ||||||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| TRACY KAWA | ||||||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| WENDY LIPSICH | ||||||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | |||||
| WES FINCH | ||||||||||
| ASSISTANT SECRETARY | 3.00 | 13.00 | Yes (X) | $0 | $0 | $0 | ||||
| KAREN MILLOY-GOBRECHT | ||||||||||
| CFO | 40.00 | $218,431 | $0 | $11,343 | Yes (X) | |||||
| MATTHEW LEVIN | ||||||||||
| CEO | 30.00 | 10.00 | $240,013 | $240,012 | $48,091 | Yes (X) | ||||
| TODD POLIKOFF | ||||||||||
| COO | 38.00 | 2.00 | $79,116 | $184,605 | $13,980 | Yes (X) | ||||
| MEL LOWELL | ||||||||||
| EXEC DIRECTOR SINAI & CAP EXP | 15.00 | 25.00 | $108,805 | $108,805 | $5,496 | Yes (X) | ||||
| JENNIFER KOENIG | ||||||||||
| CHIEF DEVELOPMENT OFFICER | 40.00 | $238,630 | $0 | $4,409 | Yes (X) | |||||
| MARLA EGERS | ||||||||||
| EXECUTIVE VP | 40.00 | $336,687 | $0 | $43,526 | Yes (X) | |||||
| JEFFREY ISERSON | ||||||||||
| FORMER CFO | 40.00 | $409,940 | $0 | $20,785 | Yes (X) | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,631,622 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $533,422 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $147,630 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| COMPASS GROUP | |||||
| PO BOX 50196 | LOS ANGELES | CA | 900740196 | CATERING | $1,472,355 |
| SUNSTATES SECURITY LLC | |||||
| PO BOX 896583 | CHARLOTTE | NC | 282896547 | SECURITY SERVICES | $1,304,509 |
| JANITRONICS BUILDING SERVICES | |||||
| 4951 N DIXIE HWY | BOCA RATON | FL | 33431 | JANITORIAL SERVICES | $1,259,662 |
| SAGEVIEW CONSULTING | |||||
| 112 WEST 34TH STREET 18TH FLOOR | NEW YORK | NY | 10120 | HUMAN RESOURCES | $794,372 |
| WEATHER-TECH ROOFING & WATERPROOFING INC | |||||
| 2280 NW 16TH STREET | POMPANO BEACH | FL | 33069 | ROOFER | $585,170 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 22 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $20,102,894 | AllOtherContributionsAmt |
| Total Contributions | $20,102,894 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| GENERAL FUND SERVICES | 624100 | $500,219 | $500,219 |
| JEWISH EDUCATION DEPT | 624100 | $305,291 | $305,291 |
| JEWISH COMMUNITY FDN. | 624100 | $145,938 | $145,938 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $951,448 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,635,852 | TotalRevenueColumnAmt |
| Exclusion | $3,635,852 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,000 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,000 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,000 | TotalRevenueColumnAmt |
| Exclusion | $6,000 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MISCELLANEOUS INCOME | 624100 | $1,256,243 | $1,256,243 |
| RAFFLE INCOME | 624100 | $7,950 | $7,950 |
| ADVERTISING INCOME | 624100 | $4,740 | $4,740 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,500 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,500 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,271,433 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $25,967,627 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,222,881 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,641,852 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,426,968 | TotalAmt |
| Program Services | $8,426,968 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,812 | TotalAmt |
| Program Services | $5,815 | ProgramServicesAmt |
| Management And General | $4,997 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $374,868 | TotalAmt |
| Program Services | $163,792 | ProgramServicesAmt |
| Management And General | $140,747 | ManagementAndGeneralAmt |
| Fundraising | $70,329 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,156 | TotalAmt |
| Program Services | $41,497 | ProgramServicesAmt |
| Management And General | $35,659 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| SALARIES, BENEFITS, & T | $10,892,182 | $4,789,749 | $4,115,844 | $1,986,589 |
| SERVICES & PROGRAMS | $4,241,118 | $2,265,873 | $1,946,884 | $28,361 |
| PRINTING & PUBLICITY | $225,106 | $118,762 | $102,053 | $4,291 |
| BUILDING & EQUIPMENT | $189,420 | $90,614 | $77,865 | $20,941 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,450 | TotalAmt |
| Program Services | $54,877 | ProgramServicesAmt |
| Management And General | $47,156 | ManagementAndGeneralAmt |
| Fundraising | $20,417 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,560,080 | TotalAmt |
| Program Services | $15,957,947 | ProgramServicesAmt |
| Management And General | $6,471,205 | ManagementAndGeneralAmt |
| Fundraising | $2,130,928 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,640,697 | BOYAmt |
| EOY | $2,858,843 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,062,538 | BOYAmt |
| EOY | $4,732,426 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,712,688 | BOYAmt |
| EOY | $2,203,611 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,520,320 | BOYAmt |
| EOY | $1,500,843 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $151,265,268 | BOYAmt |
| EOY | $161,380,652 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,723,689 | BOYAmt |
| EOY | $52,427,810 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $211,925,200 | BOYAmt |
| EOY | $225,104,185 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,672,299 | BOYAmt |
| EOY | $3,617,332 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,711,835 | BOYAmt |
| EOY | $4,785,203 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,392,952 | BOYAmt |
| EOY | $759,219 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,540,298 | BOYAmt |
| EOY | $20,429,221 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,317,384 | BOYAmt |
| EOY | $29,590,975 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $125,848,826 | BOYAmt |
| EOY | $136,960,722 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,758,990 | BOYAmt |
| EOY | $58,552,488 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $177,607,816 | BOYAmt |
| EOY | $195,513,210 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $211,925,200 | BOYAmt |
| EOY | $225,104,185 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,407,547 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $16,741,208 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$243,361 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $42,414,300 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25,998,823 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $26,412,011 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,272,765 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,102,894 | CurrentTaxYearAmt |
| Total | $135,200,793 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $42,414,300 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25,998,823 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $26,412,011 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,272,765 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,102,894 | CurrentTaxYearAmt |
| Total | $135,200,793 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $135,200,793 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,923,935 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,080,423 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,623,014 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,872,952 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,635,852 | CurrentTaxYearAmt |
| Total | $13,136,176 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,575,280 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,606,828 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,421,922 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,899,083 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,271,433 | CurrentTaxYearAmt |
| Total | $8,774,546 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $157,111,515 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $6,755,200 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.86050 | PublicSupportCY170Pct |
| Public Support PY170 | 0.85470 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 217 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $4,146,355 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $3,424,769 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $34,959,390 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $97,666,964 | BeginningYearBalanceAmt |
| Contributions | $6,271,594 | ContributionsAmt |
| Investment Earnings Or Losses | $14,873,551 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,659,205 | OtherExpendituresAmt |
| End Year Balance | $111,152,904 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $91,225,702 | BeginningYearBalanceAmt |
| Contributions | $7,085,185 | ContributionsAmt |
| Investment Earnings Or Losses | $6,648,689 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,292,612 | OtherExpendituresAmt |
| End Year Balance | $97,666,964 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $101,473,207 | BeginningYearBalanceAmt |
| Contributions | $10,508,548 | ContributionsAmt |
| Investment Earnings Or Losses | -$13,717,534 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,038,519 | OtherExpendituresAmt |
| End Year Balance | $91,225,702 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $84,269,864 | BeginningYearBalanceAmt |
| Contributions | $7,847,076 | ContributionsAmt |
| Investment Earnings Or Losses | $15,456,399 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,100,132 | OtherExpendituresAmt |
| End Year Balance | $101,473,207 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $73,250,210 | BeginningYearBalanceAmt |
| Contributions | $8,098,365 | ContributionsAmt |
| Investment Earnings Or Losses | $9,014,896 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,093,607 | OtherExpendituresAmt |
| End Year Balance | $84,269,864 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.44269 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.55731 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (10 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| ALTERNATIVE INVESTMENTS | $830,002 | F |
| BENEFICIAL INTEREST IN CHARITABLE LEAD ANNUITY TRUST | $1,302,201 | F |
| CERTIFICATES OF DEPOSIT | $44,712 | F |
| CORPORATE BONDS | $328,883 | F |
| EQUITIES | $1,017,039 | F |
| EXCHANGE-TRADED FUNDS | $11,080,506 | F |
| ISRAEL BONDS | $2,665,500 | F |
| MONEY MARKET FUNDS | $484,104 | F |
| MUTUAL FUNDS | $140,860,916 | F |
| GOVERNMENT BONDS | $2,766,789 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $161,380,652 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DUE FROM FACILITIES | $50,239,229 |
| DUE FROM CCRC OPERATIONS CORP | $2,158,155 |
| DUE FROM CCRC OPERATIONS CORP VIA CCRC DEVELOPMENT LLC | $30,426 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $52,427,810 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| LIABILITY UNDER SPLIT-INTEREST AGREEMENTS | $527,631 |
| DUE TO COMMUNITY PARTNERSHIP ENTITIES | $11,268,214 |
| BOND PAYABLE | $3,985,000 |
| INTEREST RATE SWAP LIABILITY | $254,917 |
| INVESTMENTS HELD ON BEHALF OF OTHER ENTITIES | $4,393,459 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $20,429,221 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $97,173,848 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $16,741,208 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $53,974,495 | OtherRevenueAmt |
| Revenue Not Reported | $70,715,703 | RevenueNotReportedAmt |
| Revenue Subtotal | $26,458,145 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$490,518 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$490,518 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $25,967,627 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $90,789,287 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $66,229,207 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $66,229,207 | ExpensesNotReportedAmt |
| Expenses Subtotal | $24,560,080 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $24,560,080 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ENDOWMENT FUNDS ARE USED TO ACHIEVE THE ORGANIZATION'S EXEMPT PURPOSE. THE FEDERATION ADOPTED THE UNIFORM PRUDENT MANAGEMENT OF INSTITUTIONAL FUNDS ACT ("UPMIFA"). UPMIFA, ALONG WITH THE FEDERATION'S OWN GOVERNING DOCUMENTS, REGULATES THE FEDERATION'S EXPENDITURES OF ENDOWMENT FUNDS. UNDER UPMIFA, ABSENT DONOR RESTRICTIONS TO THE CONTRARY, THE FEDERATION MAY APPROPRIATE FOR EXPENDITURE ANY AMOUNT IT DETERMINES IS PRUDENT FOR THE USES, BENEFITS AND DURATION FOR WHICH THE ENDOWMENT FUND WAS ESTABLISHED. MOST DONORS HAVE NOT PLACED RESTRICTIONS ON THE USE OF ENDOWMENT FUNDS. |
| PART X, LINE 2: | GAAP REQUIRES THE FEDERATION'S MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FEDERATION AND RECOGNIZE A TAX LIABILITY IF THE FEDERATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE FEDERATION'S MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FEDERATION AND HAS CONCLUDED THAT AS OF AUGUST 31, 2024, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | AMOUNTS INCLUDED ON SEPARATE FILINGS OF FORM 990 JEWISH COMM FACILITIES 3,275,792. AMOUNTS INCLUDED ON SEPARATE FILINGS OF FORM 990 FEDERATION CCRC OPERATIONS 51,189,221. GAIN(LOSS) INCLUDED ON SEPARATE FILINGS OF FORM 990 FEDERATION CCRC OPERATIO -66,990. GAIN(LOSS) INCLUDED ON SEPARATE FILINGS OF FORM 990 JEWISH COMM FACILITIES -423,528. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | GAIN(LOSS) INCLUDED ON SEPARATE FILINGS OF FORM 990 FEDERATION CCRC OPERATIO -66,990. GAIN(LOSS) INCLUDED ON SEPARATE FILINGS OF FORM 990 JEWISH COMM FACILITIES -423,528. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | AMOUNTS INCLUDED ON SEPARATE FILINGS OF FORM 990 JEWISH COMM FACILITIES 6,875,934. AMOUNTS INCLUDED ON SEPARATE FILINGS OF FORM 990 FEDERATION CCRC OPERATIONS 58,810,063. CHANGE IN VALUE OF INTEREST RATE SWAP 52,692. (GAIN)LOSS INCLUDED ON SEPARATE FILINGS OF FORM 990 FEDERATION CCRC OPERATIO 66,990. (GAIN)LOSS INCLUDED ON SEPARATE FILINGS OF FORM 990 JEWISH COMM FACILITIES 423,528. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (20 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|
| JACOBSON JEWISH COMMUNITY FOUNDATION | |||||||||
| 9901 DONNA KLEIN BLVD | BOCA RATON | FL | 33428 | 591945109 | 503(B) | $3,055,194 | $0 | BOOK | TO ASSIST THE ORGANIZATION BY PROVIDING GENERAL SUPPORT. |
| JEWISH FEDERATIONS OF NORTH AMERICA | |||||||||
| 25 BROADWAY STE 1700 | NEW YORK | NY | 10041 | 131624240 | 501(C)(3) | $2,086,541 | $0 | BOOK | TO ASSIST THE ORGANIZATION BY PROVIDING GENERAL SUPPORT. |
| RUTH RALES JEWISH FAMILY SERVICE INC | |||||||||
| 21300 RUTH BARON COLEMAN BLVD | BOCA RATON | FL | 33428 | 651115689 | 501(C)(3) | $779,800 | $0 | BOOK | TO ASSIST THE ORGANIZATION BY PROVIDING GENERAL SUPPORT. |
| DONNA KLEIN JEWISH ACADEMY INC | |||||||||
| 9701 DONNA KLEIN BLVD | BOCA RATON | FL | 33428 | 651129890 | 501(C)(3) | $728,421 | $0 | BOOK | TO ASSIST THE ORGANIZATION BY PROVIDING GENERAL SUPPORT. |
| ADOLPH & ROSE LEVIS JEWISH COMMUNITY CENTER INC | |||||||||
| 9801 DONNA KLEIN BLVD | BOCA RATON | FL | 33428 | 651127438 | 501(C)(3) | $526,462 | $0 | BOOK | TO ASSIST THE ORGANIZATION BY PROVIDING GENERAL SUPPORT. |
| TORAH ACADEMY OF BOCA RATON INC | |||||||||
| 447 NW SPANISH RIVER BLVD | BOCA RATON | FL | 33431 | 650788118 | 501(C)(3) | $376,312 | $0 | BOOK | TO ASSIST THE ORGANIZATION BY PROVIDING GENERAL SUPPORT. |
| JEWISH ASSOCIATION FOR RESIDENTIAL CARE INC | |||||||||
| 21160 95TH AVE SOUTH | BOCA RATON | FL | 33428 | 651131701 | 501(C)(3) | $300,000 | $0 | BOOK | TO ASSIST THE ORGANIZATION BY PROVIDING GENERAL SUPPORT. |
| KATZ HILLEL DAY SCHOOL | |||||||||
| 21011 95TH AVE SOUTH | BOCA RATON | FL | 33428 | 650489297 | 501(C)(3) | $138,228 | $0 | BOOK | TO ASSIST THE ORGANIZATION BY PROVIDING GENERAL SUPPORT. |
| KATZ YESHIVA HIGH SCHOOL | |||||||||
| 20900 RUTH AND BARON COLEMAN BLVD | BOCA RATON | FL | 33428 | 650781573 | 501(C)(3) | $116,393 | $0 | BOOK | TO ASSIST THE ORGANIZATION BY PROVIDING GENERAL SUPPORT. |
| VARIOUS GRANTS UNDER REPORTING THRESHOLD | |||||||||
| 9901 DONNA KLEIN BLVD | BOCA RATON | FL | 33428 | 999999999 | 501(C)(3) | $106,667 | $0 | BOOK | TO ASSIST THE ORGANIZATIONS BY PROVIDING GENERAL SUPPORT. |
| HILLEL - INTERNATIONAL CAMPUS SERVICES | |||||||||
| 800 8TH STREET NW | WASHINGTON | DC | 20001 | 590967823 | 501(C)(3) | $55,000 | $0 | BOOK | TO ASSIST THE ORGANIZATION BY PROVIDING GENERAL SUPPORT. |
| BIRTHRIGHT ISRAEL | |||||||||
| 711 THIRD AVE 10TH FLOOR | NEW YORK | NY | 10017 | 133931912 | 501(C)(3) | $36,850 | $0 | BOOK | TO ASSIST THE ORGANIZATION BY PROVIDING GENERAL SUPPORT. |
| JEWISH ADOPTION AND FAMILY CARE OPTIONS INC | |||||||||
| 4200 N UNIVERSITY DRIVE | SUNRISE | FL | 33351 | 200898587 | 501(C)(3) | $25,000 | $0 | BOOK | TO ASSIST THE ORGANIZATION BY PROVIDING GENERAL SUPPORT. |
| HILLEL OF BROWARD & PALM BEACH | |||||||||
| 777 GLADES ROAD BLDG LY-3A | BOCA RATON | FL | 33431 | 562472825 | 501(C)(3) | $22,500 | $0 | BOOK | TO ASSIST THE ORGANIZATION BY PROVIDING GENERAL SUPPORT. |
| B'NAI TORAH CONGREGATION | |||||||||
| 6261 SW 18TH STREET | BOCA RATON | FL | 33433 | 591713099 | 501(C)(3) | $22,100 | $0 | BOOK | TO ASSIST THE ORGANIZATION BY PROVIDING GENERAL SUPPORT. |
| TEMPLE BETH EL | |||||||||
| 333 SW 4TH AVENUE | BOCA RATON | FL | 33432 | 591412924 | 501(C)(3) | $11,000 | $0 | BOOK | TO ASSIST THE ORGANIZATION BY PROVIDING GENERAL SUPPORT. |
| HADAR HIGH SCHOOL FOR GIRLS | |||||||||
| 7902 N MONTOYA CIRCLE 2ND FLOOR | BOCA RATON | FL | 33433 | 810690676 | 501(C)(3) | $10,500 | $0 | BOOK | TO ASSIST THE ORGANIZATION BY PROVIDING GENERAL SUPPORT. |
| JEWISH RECOVERY CENTER | |||||||||
| 4923 RABBIT HOLLOW DRIVE | BOCA RATON | FL | 33487 | 263735470 | 501(C)(3) | $10,000 | $0 | BOOK | TO ASSIST THE ORGANIZATION BY PROVIDING GENERAL SUPPORT. |
| NCSY SOUTHERN | |||||||||
| 7200 W CAMINO REAL SUITE 214 | BOCA RATON | FL | 33433 | 135623717 | 501(C)(3) | $10,000 | $0 | BOOK | TO ASSIST THE ORGANIZATION BY PROVIDING GENERAL SUPPORT. |
| BOCA RATON SYNAGOGUE | |||||||||
| 7900 MONTOYA CIRCLE | BOCA RATON | FL | 33433 | 592446537 | 501(C)(3) | $10,000 | $0 | BOOK | TO ASSIST THE ORGANIZATION BY PROVIDING GENERAL SUPPORT. |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART IV | FormAndLineReferenceDesc |
| Explanation | JEWISH FEDERATION OF SOUTH PALM BEACH COUNTY REPORTS GRANTS ON SCHEDULE I TO THE JEWISH FEDERATIONS OF NORTH AMERICA (JFNA),WHICH IS A 501(C)(3) DOMESTIC U.S. CHARITY. IN ADDITION, JFNA, AND ITS BENEFICIARY AGENCIES, UNITED ISRAEL APPEAL (UIA), A SUBSIDIARY OF JFNA, AND THE AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE (JDC) - BOTH 501(C)(3) ORGANIZATIONS - EACH FILE A SEPARATE FORM 990 AND DETAILED SCHEDULES F. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MATTHEW LEVIN | ||||||||||||||
| CEO | $217,350 | $217,350 | $0 | $0 | $22,663 | $22,662 | $0 | $0 | $24,045 | $24,046 | $264,058 | $264,058 | $0 | $0 |
| JEFFREY ISERSON | ||||||||||||||
| FORMER CFO | $268,645 | $0 | $0 | $0 | $141,295 | $0 | $2,733 | $0 | $18,052 | $0 | $430,725 | $0 | $0 | $0 |
| MARLA EGERS | ||||||||||||||
| EXECUTIVE VP | $286,962 | $0 | $0 | $0 | $49,725 | $0 | $5,739 | $0 | $37,787 | $0 | $380,213 | $0 | $0 | $0 |
| TODD POLIKOFF | ||||||||||||||
| COO | $69,910 | $163,123 | $0 | $0 | $9,206 | $21,482 | $780 | $1,820 | $3,414 | $7,966 | $83,310 | $194,391 | $0 | $0 |
| JENNIFER KOENIG | ||||||||||||||
| CHIEF DEVELOPMENT OFFICER | $208,103 | $0 | $0 | $0 | $30,527 | $0 | $4,220 | $0 | $189 | $0 | $243,039 | $0 | $0 | $0 |
| KAREN MILLOY-GOBRECHT | ||||||||||||||
| CFO | $188,906 | $0 | $0 | $0 | $29,525 | $0 | $3,906 | $0 | $7,437 | $0 | $229,774 | $0 | $0 | $0 |
| MEL LOWELL | ||||||||||||||
| EXEC DIRECTOR SINAI & CAP EXP | $100,481 | $100,481 | $0 | $0 | $8,324 | $8,324 | $2,010 | $2,009 | $738 | $739 | $111,553 | $111,553 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4A | FormAndLineReferenceDesc |
| Explanation | JEFFREY ISERSON RECEIVED SEVERANCE PAYMENTS TOTALING $91,112 DURING THE FISCAL YEAR. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 7A | THERE IS A NOMINATING COMMITTEE OF THE BOARD OF DIRECTORS THAT IS RESPONSIBLE FOR SELECTING THE ORGANIZATION'S OFFICERS. |
| FORM 990, PART VI, SECTION A, LINE 7B | THERE IS A CHECK AND BALANCE (GOVERNANCE) PROCESS WHICH REQUIRES VETTING THROUGH SEVERAL COMMITTEES BEFORE VOTE AND FINAL APPROVAL BY THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS REVIEWED BY ANDREA KALKSTEIN, VP FACILITIES FINANCE, AND KAREN MILLOY-GOBRECHT, CFO, WHO ALSO SIGNS THE RETURN. |
| FORM 990, PART VI, SECTION B, LINE 12C | COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY IS ENFORCED THROUGH THE BOARD OF DIRECTORS. THE BOARD MEMBERS ARE GIVEN A CONFLICT OF INTEREST POLICY ANNUALLY AND MUST ACKNOWLEDGE IN WRITING THAT IT WAS RECEIVED. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ORGANIZATION'S CEO'S SALARY IS DETERMINED BY THE PERSONNEL COMMITTEE AND THE BOARD OF DIRECTORS. THE ORGANIZATION'S KEY EMPLOYEES' SALARIES ARE DETERMINED BY A SEARCH TEAM THAT ANALYZES THE SALARIES OF KEY EMPLOYEES FROM OTHER LOCAL FEDERATIONS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THESE DOCUMENTS WILL BE FURNISHED UPON REQUEST. |
| FORM 990, PART IX, LINE 24E | ADMINISTRATION: PROGRAM SERVICE EXPENSES 63,493. MANAGEMENT AND GENERAL EXPENSES 54,560. FUNDRAISING EXPENSES 19,163. TOTAL EXPENSES 137,216. LOCAL & NON-LOCAL MEETINGS: PROGRAM SERVICE EXPENSES 52,434. MANAGEMENT AND GENERAL EXPENSES 45,056. FUNDRAISING EXPENSES 1,235. TOTAL EXPENSES 98,725. POSTAGE & SHIPPING: PROGRAM SERVICE EXPENSES 16,534. MANAGEMENT AND GENERAL EXPENSES 14,208. FUNDRAISING EXPENSES 19. TOTAL EXPENSES 30,761. DUES & SUBSCRIPTIONS: PROGRAM SERVICE EXPENSES 7,875. MANAGEMENT AND GENERAL EXPENSES 6,767. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14,642. OPS DEPRECIATION: PROGRAM SERVICE EXPENSES -85,459. MANAGEMENT AND GENERAL EXPENSES -73,435. FUNDRAISING EXPENSES 0. TOTAL EXPENSES -158,894. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF INTEREST RATE SWAP -52,692. CURRENT YEAR CONSOLIDATING INCOME ELIMINATION -190,669. |
| FORM 990, PAGE 12, PART XII, QUESTION 2C | NO CHANGE IN PROCESS FROM THE PRIOR YEAR NOTED. |
| FORM 990, SCHEDULE F, PART II | SEE SUPPLEMENTAL INFORMATION FOR SCHEDULE I, WHICH PERTAINS TO SCHEDULE F REPORTING |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FEDERATION CCRC DEVELOPMENT LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9901 DONNA KLEIN BLVD | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 334281788 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 272015285 | EIN |
| Primary Activities | PROVIDE A PLANNED CONTINUING CARE RETIREMENT COMMUNITY | PrimaryActivitiesTxt |
| Legal Domicile State | FL | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWISH FEDERATION OF SOUTH PALM BEACH COUNTY INC | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Controlled OrganizationControlledOrganizationInd | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|
| JEWISH COMMUNITY FACILITIES CORPORATION | ||||||||||
| 9901 DONNA KLEIN BLVD | BOCA RATON | FL | 334281788 | 650446896 | HOLD TITLE TO, COLLECT INCOME FROM AND MANAGE REAL PROPERTY | FL | 501(C)(2) | 0 | ||
| FEDERATION CCRC OPERATIONS CORP | ||||||||||
| 9901 DONNA KLEIN BLVD | BOCA RATON | FL | 334281788 | 272296079 | PROVIDE A CONTINUING CARE RETIREMENT COMMUNITY | FL | 501(C)(3) | 0 | 170(B)(1)(A)(VI) | FEDERATION CCRC DEVELOPMENT LLC |
| ADOLPH AND ROSE LEVIS JEWISH COMMUNITY CENTER INC | ||||||||||
| 9801 DONNA KLEIN BLVD | BOCA RATON | FL | 334281788 | 651227438 | PRESERVE AND STRENGTHEN JEWISH VALUES AND TRADITION | FL | 501(C)(3) | 0 | 170(B)(1)(A)(VI) | |
| DONNA KLEIN JEWISH ACADEMY INC | ||||||||||
| 9701 DONNA KLEIN BOULEVARD | BOCA RATON | FL | 334281754 | 651129890 | TO EDUCATE CHILDREN AND THE GREATER DKJA COMMUNITY TO JEWISH VALUES. | FL | 501(C)(3) | 0 | 170(B)(1)(A)(II) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (10 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| DONNA KLEIN JEWISH ACADEMY INC | ||
| B | $305,444 | BASED ON ANNUAL ALLOCATION |
| JEWISH COMMUNITY FACILITIES CORPORATION | ||
| D | $50,239,229 | CASH VALUE |
| FEDERATION CCRC OPERATIONS CORP | ||
| D | $2,158,155 | CASH VALUE |
| FEDERATION CCRC DEVELOPMENT LLC | ||
| D | $30,426 | CASH VALUE |
| DONNA KLEIN JEWISH ACADEMY INC | ||
| J | $1,292,156 | PER LEASE AGREEMENT |
| JEWISH COMMUNITY FACILITIES CORPORATION | ||
| M | $0 | NO VALUE |
| JEWISH COMMUNITY FACILITIES CORPORATION | ||
| N | $0 | NO VALUE |
| JEWISH COMMUNITY FACILITIES CORPORATION | ||
| O | $741,651 | CASH VALUE |
| JEWISH COMMUNITY FACILITIES CORPORATION | ||
| P | $84,508 | CASH VALUE |
| DONNA KLEIN JEWISH ACADEMY INC | ||
| P | $1,482,240 | CASH DISBURSEMENTS |