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JEWISH FEDERATION OF MIDDLESEX AND MONMOUTH COUNTIES: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
JEWISH FEDERATION OF MIDDLESEX AND MONMOUTH COUNTIES (EIN 22-1500549)
Tax period
2013-07-01 to 2014-06-30
Filed
2015-03-26
IRS object ID
201530859349300508
Schema version
2013v4.0
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

FieldValueIRS element (for citing)
Return2015-03-26T16:13:54-05:00ReturnTs
Tax Period End2014-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN223604710PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1JAMES M WOOD CPABusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1603B OMNI DRIVEAddressLine1
CityHILLSBOROUGHCity
StateNJState
ZIP Code08844ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN221500549EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JEWISH FEDERATION OF GREATER MIDDLESEX COUNTYBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlJEWIBusinessNameControlTxt
Phone7325881800PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1230 OLD BRIDGE TURNPIKEAddressLine1
CitySOUTH RIVERCity
StateNJState
ZIP Code08882ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSUSAN ANTMANPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone7325881800PhoneNum
Signature2015-03-23SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES M WOODPreparerPersonNm
PTINP00310420PTIN
Phone9084311700PhoneNum
Preparation2015-02-15PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerSUSAN ANTMANPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1230 OLD BRIDGE TURNPIKEAddressLine1
CitySOUTH RIVERCity
StateNJState
ZIP Code08882ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$3,410,541GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressJEWISHMIDDLESEX.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1986FormationYr
Legal Domicile StateNJLegalDomicileStateCd
Activity Or MissionCENTRAL COORDINATING AGENCY FOR THE GREATER MIDDLESEX COUNTY, NJ JEWISH COMMUNITY.ActivityOrMissionDesc
Voting Members Governing Body102VotingMembersGoverningBodyCnt
Voting Members Independent102VotingMembersIndependentCnt
Total Employee14TotalEmployeeCnt
Total Volunteers250TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$2,506,529PYContributionsGrantsAmt
CY Contributions Grants$2,308,194CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$266,739PYInvestmentIncomeAmt
CY Investment Income$356,391CYInvestmentIncomeAmt
PY Other Revenue$56,531PYOtherRevenueAmt
CY Other Revenue$41,865CYOtherRevenueAmt
PY Total Revenue$2,829,799PYTotalRevenueAmt
CY Total Revenue$2,706,450CYTotalRevenueAmt
PY Grants And Similar Paid$780,508PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,204,062CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,075,687PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,128,705CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$565,343CYTotalFundraisingExpenseAmt
PY Other Expenses$970,277PYOtherExpensesAmt
CY Other Expenses$457,978CYOtherExpensesAmt
PY Total Expenses$2,826,472PYTotalExpensesAmt
CY Total Expenses$2,790,745CYTotalExpensesAmt
PY Revenues Less Expenses$3,327PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$84,295CYRevenuesLessExpensesAmt
Total Assets BOY$14,495,091TotalAssetsBOYAmt
Total Assets EOY$15,475,463TotalAssetsEOYAmt
Total Liabilities BOY$2,027,576TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,046,239TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$12,467,515NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$13,429,224NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE JEWISH FEDERATION OF GREATER MIDDLESEX COUNTY BRINGS TOGETHER PEOPLE, PARTNERS AND RESOURCES TO FULFILL THE MOST IMPORTANT NEEDS AND ASPIRATIONS OF OUR COMMUNITY.WE CARE FOR THE VULNERABLE LOCALLY AND WORLDWIDE, FORGE STRONG CONNECTIONS WITH ISRAEL, ATTRACT PEOPLE TO A MORE VIBRANT COMMUNITY, AND INSPIRE THE NEXT GENERATION TO EMBRACE JEWISH LIFE.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,571,237ExpenseAmt
Grant$1,204,062GrantAmt
DescALLOCATIONS TO 25 BENEFITING AGENCIES FOR FURTHERING OF THE JEWISH COMMUNITY HERE AND ABROAD. FUND VARIOUS JEWISH PROGRAMS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$193,951ExpenseAmt
DescCREATE A JEWISH LEGACY MIDDLESEX PROMOTES THE MESSAGE THAT ALL OF US, REGARDLESS OF AGE, WEALTH OR AFFILIATION, HAVE THE ABILITY TO MAKE A DIFFERENCE IN THE LIVES OF FUTURE JEWISH GENERATIONS THROUGH PERMANENT ENDOWMENTS. THIS MESSAGE WAS SHARED WITH MEMBERS OF SYNAGOGUES, SOCIAL SERVICE AGENCIES, ADULT COMMUNITIES AND AT FEDERATIONS FLORIDA REUNION. WE CELEBRATED OUR LEGACY DONORS DURING OUR FIRST ANNUAL LEGACY RECEPTIONDesc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$218,216ExpenseAmt
DescTHE PLANNING DEPARTMENT CONDUCTED NUMEROUS SITE VISITS TO FUNDED AGENCIES TO MONITOR PROGRAMS. STAFF ATTENDED BOARD MEETINGS OF THESE AGENCIES TO ARTICULATE FEDERATION PHILOSOPHY AND POLICY, AND REMAIN INFORMED ABOUT UPDATES AT THE ORGANIZATIONS AND ASSESS UNMET COMMUNITY NEEDS. CONDUCTED OVERSIGHT OVER PROGRAM LOGISTICS, PROVIDED ASSISTANCE TO ORGANIZATIONS WHEN NEEDED, AND ORGANIZED MEETINGS WITH MEMBERS OF THE COMMUNITY TO CLARIFY FEDERATION PROCEDURES REGARDING AVAILABLE DOLLARS. CRAFTED NEW MODEL FOR RESOURCE ALLOCATION AND EDUCATED NEW PARTNERS ABOUT FUNDING AVAILABILITY.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$45,347ExpenseAmt
DescJCRCDesc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$45,347TotalOtherProgSrvcExpenseAmt
Total Program Service Expenses$2,028,751TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org MemYes (1)BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document3IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee14EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members102GoverningBodyVotingMembersCnt
Independent Voting Member102IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org DocumentsYes (1)ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ORGANIZATIONBusinessNameLine1
FieldValueIRS element (for citing)
Phone7325881800PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1230 OLD BRIDGE TURNPIKEAddressLine1
CitySOUTH RIVERCity
StateNJState
ZIP Code08882ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeInd
SETH GROSS
PRESIDENT10.00Yes (X)Yes (X)$0$0$0
MITCHELL FRUMKIN
PRESIDENT ELECT5.00Yes (X)Yes (X)$0$0$0
MARILYN GOLDSMITH
VICE PRESIDENT5.00Yes (X)Yes (X)$0$0$0
BARRY SHERMAN
VICE PRESIDENT5.00Yes (X)Yes (X)$0$0$0
KEITH ZIMMERMAN
VICE PRESIDENT5.00Yes (X)Yes (X)$0$0$0
HENRY LERNER
SECRETARY5.00Yes (X)Yes (X)$0$0$0
LINDA BLOCK
ASSISTANT SECRETARY5.00Yes (X)Yes (X)$0$0$0
GARY BUSMAN
TREASURER5.00Yes (X)Yes (X)$0$0$0
MICHAEL BAKER
ASSISTANT TREASURER5.00Yes (X)Yes (X)$0$0$0
GERRIE BAMIRA
EXECUTIVE DIRECTOR40.00$171,458$0$21,410Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$171,458TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$21,410TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K2IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$2,308,194AllOtherContributionsAmt
Total Contributions$2,308,194TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$212,105TotalRevenueColumnAmt
Exclusion$212,105ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$848,377SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$704,091SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$144,286SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$144,286TotalRevenueColumnAmt
Related Or Exempt Func Income$144,286RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Business900099BusinessCd
Total Revenue Column$41,865TotalRevenueColumnAmt
Related Or Exempt Func Income$41,865RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$41,865OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,706,450TotalRevenueColumnAmt
Related Or Exempt Func Income$186,151RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$212,105ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,204,062TotalAmt
Program Services$1,204,062ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$313,029TotalAmt
Program Services$103,940ProgramServicesAmt
Management And General$56,986ManagementAndGeneralAmt
Fundraising$152,103FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$625,520TotalAmt
Program Services$335,544ProgramServicesAmt
Management And General$75,825ManagementAndGeneralAmt
Fundraising$214,151FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$56,366TotalAmt
Program Services$26,394ProgramServicesAmt
Management And General$7,976ManagementAndGeneralAmt
Fundraising$21,996FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$51,002TotalAmt
Program Services$23,882ProgramServicesAmt
Management And General$7,217ManagementAndGeneralAmt
Fundraising$19,903FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$82,788TotalAmt
Program Services$38,766ProgramServicesAmt
Management And General$11,715ManagementAndGeneralAmt
Fundraising$32,307FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$18,874TotalAmt
Program Services$10,570ProgramServicesAmt
Management And General$2,076ManagementAndGeneralAmt
Fundraising$6,228FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$14,535TotalAmt
Program Services$8,139ProgramServicesAmt
Management And General$1,599ManagementAndGeneralAmt
Fundraising$4,797FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
SPONSORED PROGRAMS$92,577$92,577$0$0
NEWSPAPER$83,500$83,500$0$0
PROGRAMS$72,527$18,660$2,045$51,822
PROFESSIONAL & INVESTME$54,219$24,424$14,224$15,571

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$121,746TotalAmt
Program Services$58,293ProgramServicesAmt
Management And General$16,988ManagementAndGeneralAmt
Fundraising$46,465FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,790,745TotalAmt
Program Services$2,028,751ProgramServicesAmt
Management And General$196,651ManagementAndGeneralAmt
Fundraising$565,343FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$925,116BOYAmt
EOY$481,123EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$668,052BOYAmt
EOY$542,065EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$185,533BOYAmt
EOY$173,183EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$1,050BOYAmt
EOY$4,000EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$777,799LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$325,448LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$471,225BOYAmt
EOY$452,351EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$11,828,926BOYAmt
EOY$13,371,284EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$415,189BOYAmt
EOY$451,457EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$14,495,091BOYAmt
EOY$15,475,463EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$102,095BOYAmt
EOY$125,677EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$1,600,710BOYAmt
EOY$1,627,769EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$324,771BOYAmt
EOY$292,793EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,027,576BOYAmt
EOY$2,046,239EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$5,751,591BOYAmt
EOY$5,755,796EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$6,679,888BOYAmt
EOY$7,637,392EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$36,036BOYAmt
EOY$36,036EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$12,467,515BOYAmt
EOY$13,429,224EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$14,495,091BOYAmt
EOY$15,475,463EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$84,295ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$1,046,004NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,675,792CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,346,924CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,465,726CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,506,529CurrentTaxYearMinus1YearAmt
Current Tax Year$2,308,194CurrentTaxYearAmt
Total$12,303,165TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,675,792CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,346,924CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,465,726CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,506,529CurrentTaxYearMinus1YearAmt
Current Tax Year$2,308,194CurrentTaxYearAmt
Total$12,303,165TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$12,303,165PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$229,985CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$224,382CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$222,886CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$233,286CurrentTaxYearMinus1YearAmt
Current Tax Year$212,105CurrentTaxYearAmt
Total$1,122,644TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$229,985CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$224,382CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$222,886CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$233,286CurrentTaxYearMinus1YearAmt
Current Tax Year$212,105CurrentTaxYearAmt
Total$1,122,644TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$31,805CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$34,058CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$32,113CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$56,531CurrentTaxYearMinus1YearAmt
Current Tax Year$41,865CurrentTaxYearAmt
Total$196,372TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,937,582CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,605,364CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,720,725CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,796,346CurrentTaxYearMinus1YearAmt
Current Tax Year$2,562,164CurrentTaxYearAmt
Total$13,622,181TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.90320PublicSupportCY509Pct
Public Support PY5090.89960PublicSupportPY509Pct
Investment Income CY0.08240InvestmentIncomeCYPct
Investment Income PY0.08630InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

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

FieldValueIRS element (for citing)
Donor Advised Funds Held40DonorAdvisedFundsHeldCnt
Funds And Other Accounts Held18FundsAndOtherAccountsHeldCnt
Donor Advised Funds Contri$1,230,664DonorAdvisedFundsContriAmt
Funds And Other Accounts Contri$415,090FundsAndOtherAccountsContriAmt
Donor Advised Funds Grants$286,973DonorAdvisedFundsGrantsAmt
Funds And Other Accounts Grants$239,435FundsAndOtherAccountsGrantsAmt
Donor Advised Funds Vl EOY$7,523,389DonorAdvisedFundsVlEOYAmt
Funds And Other Accounts Vl EOY$2,549,396FundsAndOtherAccountsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$9,614,529BeginningYearBalanceAmt
Contributions$302,773ContributionsAmt
Investment Earnings Or Losses$1,414,783InvestmentEarningsOrLossesAmt
Other Expenditures$528,403OtherExpendituresAmt
Administrative Expenses$2,750AdministrativeExpensesAmt
End Year Balance$10,800,932EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$8,928,226BeginningYearBalanceAmt
Contributions$121,269ContributionsAmt
Investment Earnings Or Losses$995,306InvestmentEarningsOrLossesAmt
Other Expenditures$427,532OtherExpendituresAmt
Administrative Expenses$2,740AdministrativeExpensesAmt
End Year Balance$9,614,529EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$9,023,277BeginningYearBalanceAmt
Contributions$305,008ContributionsAmt
Investment Earnings Or Losses$119,738InvestmentEarningsOrLossesAmt
Other Expenditures$517,287OtherExpendituresAmt
Administrative Expenses$2,510AdministrativeExpensesAmt
End Year Balance$8,928,226EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$8,032,675BeginningYearBalanceAmt
Contributions$160,754ContributionsAmt
Investment Earnings Or Losses$1,443,334InvestmentEarningsOrLossesAmt
Other Expenditures$613,486OtherExpendituresAmt
End Year Balance$9,023,277EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$7,112,270BeginningYearBalanceAmt
Contributions$281,858ContributionsAmt
Investment Earnings Or Losses$1,020,813InvestmentEarningsOrLossesAmt
Other Expenditures$382,266OtherExpendituresAmt
End Year Balance$8,032,675EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.28960BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.00330PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.70710TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$105,300OtherCostOrOtherBasisAmt
Book Value$105,300BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$479,700OtherCostOrOtherBasisAmt
Depreciation$224,458DepreciationAmt
Book Value$255,242BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$12,536OtherCostOrOtherBasisAmt
Depreciation$9,447DepreciationAmt
Book Value$3,089BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$180,263OtherCostOrOtherBasisAmt
Depreciation$91,543DepreciationAmt
Book Value$88,720BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$452,351TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (5 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
STATE OF ISRAEL BONDS$1,003,500F
CERTIFICATES OF DEPOSIT$1,971,242F
BOND MUTUAL FUNDS$3,260,299F
EQUITY MUTUAL FUNDS$5,124,480F
JEWISH COMMUNITY ENDOWMENT POOL$2,011,763F
FieldValueIRS element (for citing)
Total Book Value Securities$13,371,284TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescPRESENT VALUE OF ANNUITY OBLIGATIONSDesc
Amt$292,793Amt
FieldValueIRS element (for citing)
Total Liability$292,793TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$3,752,454TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$1,046,004NetUnrealizedGainsInvstAmt
Revenue Not Reported$1,046,004RevenueNotReportedAmt
Revenue Subtotal$2,706,450RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$2,706,450TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$2,790,745TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$2,790,745ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$2,790,745TotalExpensesPerForm990Amt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (29 entries)

Recipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
RABBI PESACH RAYMON YESHIVA
226015857501(C)(3)$141,640OPERATING SUPPORTFROM THE FEDERATION HELPS TO SUBSIDIZE FINANCIAL AID AWARDED TO LOWER INCOME FAMILIES
NETIVOT
501(C)(3)$23,000EDUCATIONAL PROGRAM SUPPORT
RUTGERS JEWISH XPERIENCE
501(C)(3)$4,500PROGRAMMING FOR COLLEGE STUDENTS
RUTGERS HILLEL
260177367501(C)(3)$50,589PROGRAMMING FOR JEWISH COLLEGE STUDENTS.
TEMPLE B'NAI SHALOM
$10,000FAITH-BASED ORGANIZATIONS - INTERGENERATIONAL PROGRAM FOR SENIORS & TEENSSUPPLIES FOR STUDENTS
JEWISH FAMILY SERVICES
222281774501(C)(3)$164,522SOCIAL SERVICE PROVISION INVOLVING INDIVIDUAL AND FAMILY COUSELING AND DAY PROGRAMS FOR SENIORS WITH A VARIETY OF NEEDS
JEWISH SOCIAL SERVICES AGENCY
223672008501(C)(3)$65,944GRANT IS USED TO PROVIDE FOOD, RENT ASSISTANCE, UTILITY PAYMENT ASSISTANCE, AND OTHER ESSENTIAL NEEDS TO THE MOST VULNERABLE PEOPLE IN OUR COMMUNITY.
JEWISH COMMUNITY CENTER MIDDLESEX COUNTY
237140024501(C)(3)$61,750ALLOCATION IS USED TO OFFSET LOSSES IN BOTH JEWISH CULTURAL PROGRAMMING & SENIOR ADULT PROGRAMMING.
JEWISH FEDERATIONS OF NORTH AMERICA
131624240501(C)(3)$236,000SUPPORT FOR CRITICAL SERVICES OVERSEAS AND OPERATING SUPPORT
ASSOCIATION OF JEWISH FEDERATIONS OF NJ
221487222501(C)(3)$9,300OPERATING SUPPORT
JEWISH COUNCIL OF PUBLIC AFFAIRS
131624104501(C)(3)$2,000OPERATING SUPPORT
SUPPLEMENTAL EDUCATION
$28,521FAITH-BASED ORGANIZATION - RELIGIOUS PROGRAMMING FOR YOUTH
AMERICAN FRIENDS OF HERZOG HOSP
501(C)(3)$5,000COMMUNITY CONCERT & GATHERING
MICRO GRANTS
$20,000FAITH-BASED ORGANIZATION - VARIOUS COMMUNITY WIDE CULTURAL AND EDUCATIONAL PROGRAMS.
AMERICAN JEWISH JOINT DEVELOPMENT COMMITTEE
501(C)(3)$16,500OPERATING SUPPORT
ARZA
501(C)(3)$6,000OPERATING SUPPORT
AVI CHI
501(C)(3)$15,000OPERATING SUPPORT
DISASTER RELIEF
501(C)(3)$54,485ASSIST THOSE AFFECTED BY NATURAL DISASTERS
HOLOCAUST SURVIVOR FUND
501(C)(3)$10,000OPERATING SUPPORT
ISRAEL STUDENT ADVOCACY
501(C)(3)$7,100OPERATING SUPPORT
TEEN GRANTS
501(C)(3)$42,569PROVIDE GRANTS TO TEENS FOR STUDY IN ISRAEL
AMERICAN COMMITTEE FOR THE WEIZMANN INSTITUTE
501(C)(3)$8,208OPERATING SUPPORT
DEBORAH HOSPITAL FOUNDATION
501(C)(3)$8,208OPERATING SUPPORT
FOUNDATION OF OSCAR & ELLA WILF CAMPUS FOR SENIOR LIVING
501(C)(3)$10,850OPERATING SUPPORT
ISRAEL HUMANITARIAN FOUNDATION
501(C)(3)$8,208OPERATING SUPPORT
JEWISH AGENCY FOR ISRAEL
501(C)(3)$5,000OPERATING SUPPORT
JEWISH OUTREACH INSTITUTE
501(C)(3)$25,000OPERATING SUPPORT
JFNA JERUSALEM SHELTER TUTORIAL PROGRAM
501(C)(3)$37,010OPERATING SUPPORT
OTHER INDIVIDUALLY LESS THAN 5000
501(C)(3)$127,158OPERATING SUPPORT

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE I - PART II - PAGE 1FormAndLineReferenceDesc
ExplanationTHE JEWISH FEDERATION OF GREATER MIDDLESEX COUNTY REPORTS GRANTS ON SCHEDULE I TO THE JEWISH FEDERATIONS OF NORTH AMERICAN (JFNA), WHICH IS A 501(C)(3) DOMESTIC CHARITY.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonGERRIE BAMIRAPersonNm
TitleEXECUTIVE DIRECTORTitleTxt
Base Compensation Filing Org$166,658BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$0CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$4,800OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$14,410DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$7,000NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$192,868TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$0TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

FieldValueIRS element (for citing)
PersonKEITH ZIMMERMANPersonNm
FieldValueIRS element (for citing)
Relationship DescriptionMEMBER OF BOARDRelationshipDescriptionTxt
Transaction$2,313TransactionAmt
TransactionINSURANCE ENTITY WHICH BROKERS THE FEDERATION'S MEDICAL AND DENTAL INSURANCETransactionDesc
Sharing Of Revenues0SharingOfRevenuesInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2CERTAIN DIRECTORS ARE HUSBAND AND WIFE.
FORM 990, PART VI, SECTION A, LINE 4THE BYLAWS WERE UPDATED DURING THE YEAR. AREAS MODIFIED INCLUDED THE BOARD COMPOSITION, TERM LENGTHS OF DIRECTORS, AND GOVERNANCE MATTERS, I.E. VOTING AUTHORITY OF THE BOARD INSTEAD OF THE PRIOR MEMBERSHIP VOTING REQUIREMENT.
FORM 990, PART VI, SECTION B, LINE 11990 IS MADE AVAILABLE IN THE FEDERATION OFFICE TO THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CANNUAL SIGNED DISCLOSURE STATEMENTS ARE OBTAINED FROM BOARD MEMBERS.
FORM 990, PART VI, SECTION B, LINE 15CONDUCT ANNUAL PERFORMANCE REVIEWS. OBTAIN ANNUAL SURVEY FOR COMPARABLE POSITIONS AT SIMILAR ORGANIZATIONS. EXECUTIVE DIRECTOR DETERMINES COMPENSATION FOR STAFF. PERSONNEL COMMITTEE DETERMINES COMPENSATION FOR EXECUTIVE DIRECTOR.
FORM 990, PART VI, SECTION C, LINE 19POSTED TO THE ORGANIZATION'S WEBSITE.
FORM 990, PART XII, LINE 2C:SAME AS LAST YEAR.