2024-04-25T14:32:32-07:00 2023-06-30 990 2022-07-01 221487222 JEWISH FEDERATION OF GREATER METROWEST NJ JEWI 9739293000 901 Route 10 Whippany NJ 07981 Howard Rabner CFO/COO 9739293000 2024-04-25 Howard Rabner 999009999 1 1 11 0 AAL2 X 2022 2023-04-26 12:10:37Z Dov Ben-Shimon 901 Route 10 Whippany NJ 07981 30623445 0 X jfedgmw.org X 1924 NJ JEWISH FEDERATION OF GREATER METROWEST NJ (THE FEDERATION) CARES FOR PEOPLE IN NEED, BUILDS JEWISH LIFE, AND SAVES THE WORLD, ONE PERSON AT A TIME. 58 58 148 450 0 0 25256009 26180892 985152 1482476 1662705 1249186 152918 -59340 28056784 28853214 13279266 13254062 0 0 8539820 9764285 26708 15656 2523391 7297295 8827303 29143089 31861306 -1086305 -3008092 144397589 147521880 33352205 32002414 111045384 115519466 THE FEDERATION CARES FOR PEOPLE IN NEED, BUILDS JEWISH LIFE, AND SAVES THE WORLD, ONE PERSON AT A TIME. THE FEDERATION STANDS AT THE CENTER OF A NETWORK OF 27 LOCAL AND 4 OVERSEAS PARTNER AGENCIES TO HELP MEET THE EDUCATIONAL, VOCATIONAL, RECREATIONAL, AND SOCIAL NEEDS OF THE GREATER METROWEST NJ. ADDITIONAL PROGRAMS INCLUDE EFFORTS TO MAKE JEWISH EDUCATION AFFORDABLE, JEWISH CAMPING, ISRAEL EDUCATION AND ADVOCACY, LEADERSHIP DEVELOPMENT, AND BIRTHRIGHT ISRAEL. ITS WORK CAN ALSO BE SEEN IN ACTION ON MISSIONS TO ISRAEL AND OTHER PARTS OF THE WORLD. THE FEDERATION HAS SEVEN PARTNER COMMUNITIES IN ISRAEL AND IN UKRAINE. THERE ARE MANY WAYS TO BECOME INVOLVED IN THE FEDERATION, ALL OF WHICH OFFER EDUCATIONAL, SOCIAL, AND NETWORKING OPPORTUNITIES AND THE SATISFACTION OF BEING PART OF A VIBRANT COMMUNITY WORKING TO MEET URGENT HUMAN NEEDS. THE FEDERATION SUMMARIZES ITS MISSION AS TOGETHER, WE CARE, WE BUILD, WE SAVE. 0 0 19962800 8331440 1317372 ALLOCATIONS TO JEWISH COMMUNITY AGENCIES LOCALLY: FUNDING IS DIRECTED TO 501(C)(3) ORGANIZATIONS LOCATED OR PROVIDING SERVICES IN NEW JERSEY (PARTICULARLY ESSEX, MORRIS, SUSSEX, UNION AND PARTS OF SOMERSET COUNTIES) TO MEET THE HUMAN SERVICE NEEDS OF INDIVIDUALS WITH EMPHASIS ON JEWISH INDIVIDUALS, TO STRENGTHEN JEWISH COMMUNAL LIFE THROUGH EDUCATIONAL AND CULTURAL EVENTS, AND TO CREATE STRONG BONDS BETWEEN JEWS IN THE LOCAL COMMUNITY AND THOSE IN JEWISH COMMUNITIES AROUND THE WORLD. SPECIFIC SUPPORTED SERVICES INCLUDE: JEWISH EDUCATION, SENIOR SERVICES, VOCATIONAL SERVICES, MENTAL HEALTH COUNSELING FOR ALL AGES, SERVICES FOR ALL INDIVIDUALS WITH SPECIAL NEEDS AND THEIR FAMILIES, AND SOCIAL AND RECREATIONAL PROGRAMMING. 4892871 4892871 0 ALLOCATIONS TO SERVE JEWISH COMMUNITIES OVERSEAS: FUNDING IS DIRECTED TO A VARIETY OF NONPROFITS EITHER LOCATED OR OPERATING ABROAD, FACILITATED PRIMARILY THROUGH JEWISH FEDERATION OF NORTH AMERICA, AN AMERICAN 501(C)(3) ORGANIZATION, TO MEET HUMAN SERVICE NEEDS OF JEWS IN COUNTRIES THROUGHOUT THE WORLD, TO STRENGTHEN JEWISH COMMUNAL LIFE THROUGH EDUCATION AND CULTURE, TO PROVIDE FOR THE SAFETY OR RESCUE OF JEWS IN HOSTILE LOCATIONS OR SITUATIONS, AND TO CREATE STRONG CULTURAL BONDS BETWEEN JEWS ABROAD AND IN THE LOCAL COMMUNITY IN NEW JERSEY. JEWISH COMMUNITIES IN ISRAEL AND IN THE COUNTRIES OF THE FORMER SOVIET UNION RECEIVE PARTICULAR FOCUS. 1192331 29751 165104 DIRECT PROGRAMS AND SERVICES: THE FEDERATION DIRECTLY DELIVERS A VARIETY OF SERVICES TO THE COMMUNITY INCLUDING: JEWISH EDUCATIONAL AND CULTURAL PROGRAMMING, STRENGTHENING CONNECTIONS WITH THE JEWISH COMMUNITY IN ISRAEL, IMPACTING THE LESSONS OF THE HOLOCAUST, AND DEVELOPING LEADERSHIP IN THE COMMUNITY; AS WELL AS PUBLIC ADVOCACY ON ISSUES IN RELEVANCE TO THE JEWISH COMMUNITY. THE ORGANIZATION ALSO PLANS FOR COMMUNITY NEEDS AND COORDINATES THE SERVICES OF OTHER LOCAL NONPROFITS TO MOST EFFECTIVELY ADDRESS THEM. 0 0 0 26048002 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 0 1 0 1 1 1 0 1 1 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 92 0 1 148 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 58 58 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL NJ X X Howard Rabner 9739293000 901 Route 10 Whippany NJ 07981 Dov Ben-Shimon Asst Secy Exec VP/CEO 32 8 X 402088 0 49654 Howard Rabner COO/CFO 28 12 X 240950 0 34638 Robert Lichtman Chief Learning Officer 40 0 X 215668 0 32394 Kim Hirsh Exec Dir, JCF 9 31 X 226272 0 17301 Rebecca Pollack VP, Campaign 40 0 X 156317 0 48018 Benjamin Mann Chief Planning Officer 40 0 X 169765 0 27945 Amy Biloon Chief Community Eng Officer 40 0 X 172555 0 458 Beth Rosenthal Dir of Philanthropic Leadership 40 0 X 148690 0 395 Donna Zheng Controller 40 0 X 147175 0 385 Robert Wilson Director of Community Security 40 0 X 139790 0 3187 David Saginaw President 9 1 X X 0 0 0 Peter A Langerman Treasurer 1 0 X X 0 0 0 Maxine B Murnick Assistant Treasurer 1 0 X X 0 0 0 Stacey Davis Secretary 1 0 X X 0 0 0 Scott Krieger Past President, JFED 1 0 X 0 0 0 Rebecca Gold VP, Global Connections 1 0 X 0 0 0 Michael Goldberg Chair, Budget & Finance 9 1 X 0 0 0 Marsha G Hoch Chair, Local Allocations 1 0 X 0 0 0 Jody Hurwitz Caplan Chair, Community Engagement 1 0 X 0 0 0 Deborah Jacob President, WP 9 1 X 0 0 0 Michele Landau Chair, UJA Annual Campaign 9 1 X 0 0 0 Steven D Levy President, JCF 1 9 X 0 0 0 Jonathan Liss Chair, Board Governance 1 0 X 0 0 0 Robert G Rose Chair, JHS 1 0 X 0 0 0 Debbie Rovner Chair, Impact Assesment & Learning 1 0 X 0 0 0 Zev Scherl Chair, Community Relations 1 0 X 0 0 0 Maxine Schwartz Chair, Community Engagement 1 0 X 0 0 0 Robbie Weissenberg Chair, UAC 1 0 X 0 0 0 Gary O Aidekman Trustee 1 0 X 0 0 0 Jeffrey Braemer Trustee 1 0 X 0 0 0 Shari Broder Trustee 1 0 X 0 0 0 Lawrence Chodor Trustee 1 0 X 0 0 0 Michael A Cohen Trustee 1 0 X 0 0 0 Barbara Drench Trustee 1 0 X 0 0 0 Michael Elchoness Trustee 1 0 X 0 0 0 Alexandra Feinstein Trustee 1 0 X 0 0 0 David Feuerstein Trustee 1 0 X 0 0 0 Robert A Francis Trustee 1 0 X 0 0 0 Terri Friedman Trustee 1 0 X 0 0 0 Sheri Goldberg Trustee 1 0 X 0 0 0 Renee Golush Trustee 1 0 X 0 0 0 Craig Grosswald Trustee 1 0 X 0 0 0 Abbi Hapern Trustee 1 0 X 0 0 0 Lynne B Harrison Trustee 1 0 X 0 0 0 Jason Hoberman Trustee 1 0 X 0 0 0 Ben Hoffer Trustee 1 0 X 0 0 0 Sanford L Hollander Trustee 1 0 X 0 0 0 David M Hyman Trustee 1 0 X 0 0 0 Allan H Janoff Trustee 1 0 X 0 0 0 Mindy S Kahn Trustee 1 0 X 0 0 0 Lori Klinghoffer Trustee 1 0 X 0 0 0 Steven H Klinghoffer Trustee 1 0 X 0 0 0 Robert G Kuchner Trustee 1 0 X 0 0 0 Robyn Laveman Trustee 1 0 X 0 0 0 Benjamin Lehrhoff Trustee 1 0 X 0 0 0 Joan Schiffer Levinson Trustee 1 0 X 0 0 0 Ruth B Margolin Trustee 1 0 X 0 0 0 Alex Opper Trustee 1 0 X 0 0 0 RoAnna Pascher Trustee 1 0 X 0 0 0 Sheryl Pearlstein Trustee 1 0 X 0 0 0 Larry L Rothenberg Trustee 1 0 X 0 0 0 Paula Saginaw Trustee 1 0 X 0 0 0 Carol Simon Trustee 1 0 X 0 0 0 Ira Steinberg Trustee 1 0 X 0 0 0 Brett Tanzman Trustee 1 0 X 0 0 0 Jane Wilf Trustee 1 0 X 0 0 0 Mark Wilf Trustee 1 0 X 0 0 0 Ari Wise Trustee 1 0 X 0 0 0 2019270 0 214375 18 0 1 0 ONLINE COMPUTERS AND COMMUNICATIONS LLC 110 S JEFFERSON ROAD WHIPPANY NJ 07981 IT CONSULTING 763921 GIL TRAVEL GROUP KENES TOURS 1511 WALNUT STREET 2ND FLOOR PHILADELPHIA PA 19102 TRAVEL AGENCY 249063 2 7450 29827 1817888 10015461 258908 14051358 650269 26180892 EDUCATIONAL PROGRAMS 611600 1384632 1384632 0 0 SERVICE TO AFFILIATED ENTITIES 561499 97844 97844 0 0 0 0 0 0 1482476 1249186 0 0 1249186 0 0 0 0 0 0 0 0 1534604 0 1518218 0 16386 0 16386 0 0 16386 0 0 0 0 0 0 0 0 0 0 67680 1817888 252013 -184333 0 -184333 0 0 0 0 0 0 0 0 0 0 0 0 MISC REVENUE 900099 108607 108607 0 0 0 0 0 0 108607 28853214 1591083 0 1081239 8361191 8361191 0 0 4892871 4892871 0 0 1090952 669894 230123 190935 0 0 0 0 7327144 4499202 1545570 1282372 0 0 0 0 683321 419590 144138 119593 662868 407031 139824 116013 0 0 0 0 20700 8231 11857 612 89296 35509 51148 2639 0 0 0 0 15656 15656 623456 350930 180491 92035 396765 287383 55664 53718 621261 486292 59675 75294 248324 139776 71890 36658 934047 651214 152132 130701 0 0 0 0 879804 540241 185584 153979 199486 120889 66744 11853 0 0 0 0 379818 293288 66708 19822 465623 375030 49512 41081 903408 903408 0 0 271652 128129 94173 49350 121682 90949 22511 8222 PROGRAM EXPENSE 2592342 2309536 160905 121901 ORGANIZATION DUES 20358 18137 1264 957 OTHER EXPENSE 59281 59281 0 0 31861306 26048002 3289913 2523391 5745226 3197248 5991137 1776263 39821082 37002465 0 0 0 0 0 0 10045157 9601644 0 0 354882 2436968 4671547 3277826 1171421 1393721 4255 4255 79526251 89807127 0 0 0 0 1738178 2302189 144397589 147521880 9601501 7215327 0 0 453513 2543007 7415000 6865000 0 0 15300393 14716324 581798 662756 33352205 32002414 X 39049285 34584084 71996099 80935382 111045384 115519466 144397589 147521880 X -3008092 8044861 0 0 0 -562687 X 0 1 X 1 0 X 23867778 39287057 45731939 25256009 26180892 160323675 0 0 0 0 0 0 0 0 0 0 23867778 39287057 45731939 25256009 26180892 160323675 22623445 137700230 4787446 2336407 2045225 3155765 2783791 15108634 0 0 0 0 0 0 161380 71168 78849 91310 108607 511314 175943623 6971612 0.78264 0.7955 X Schedule A, Part II, Line 10 MISC INCOME. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 52499368 1871938 4858403 1239137 495777 0 57494795 53030525 1903387 -756473 1225579 452492 0 52499368 36971234 5540641 12006834 1097419 390765 0 53030525 31665668 7976255 -1024634 1336084 309971 0 36971234 29809253 2342918 1096470 1279757 303216 0 31665668 0 0.8 0.2 0 1 1 0 0 0 0 0 0 0 0 1669641 916415 753226 0 2835308 2312246 523062 0 166598 49165 117433 1393721 0 0 INVESTMENT HELD IN POOLED FUNDS MANAGED BY AFFILIATE 89807127 F 89807127 0 POST RETIREMENT HEALTH BENEFITS 388914 SECURITY DEPOSIT PAYABLE 144900 PAYABLE TO BENEFICIARY AGENCIES 128942 662756 X Schedule D, Part V, Line 4 THE FEDERATION'S POLICY OF APPROPRIATING FOR DISTRIBUTION EACH YEAR: 5 PERCENT OF ITS INVESTMENT ENDOWMENT FUNDS' AVERAGE FAIR VALUE OVER THE PRIOR 13 QUARTERS THROUGH THE FISCAL YEAR-END PRECEDING THE FISCAL YEAR-END IN WHICH THE DISTRIBUTION IS PLANNED. IN ESTABLISHING THIS POLICY, THE FEDERATION CONSIDERED THE LONG-TERM EXPECTED RETURN ON ITS ENDOWMENT. ACCORDINGLY, THE FEDERATION EXPECTS THE CURRENT SPENDING POLICY TO ALLOW ITS ENDOWMENT TO GROW AT AN AVERAGE OF 3 PERCENT ANNUALLY OVER THE LONG TERM. THIS IS CONSISTENT WITH THE FEDERATION'S OBJECTIVE TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS HELD IN PERPETUITY FOR A SPECIFIED TERM AS WELL AS TO PROVIDE ADDITIONAL REAL GROWTH THROUGH NEW GIFTS AND INVESTMENT RETURN. Schedule D, Part X, Line 2 THE FEDERATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND FROM STATE AND LOCAL TAXES UNDER COMPARABLE LAWS. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN RECORDED IN THE CONSOLIDATED STATEMENTS OF ACTIVITIES AND CHANGES TO NET ASSETS, OTHER THAN FOR UNRELATED BUSINESS INCOME TAXES AS REQUIRED. THERE ARE NO UNCERTAIN TAX POSITIONS AT ANY OF THE ORGANIZATIONS. IN ADDITION, THERE ARE NO INCOME TAX RELATED PENALTIES OR INTEREST FOR THE PERIODS REPORTED IN THESE FINANCIAL STATEMENTS. 1 Middle East and North Africa 0 0 Grantmaking 4874871 Russia and the newly independent States 0 0 Grantmaking 18000 0 0 4892871 Middle East and North Africa GENERAL SUPPORT 4874871 WIRE, CHECKS 0 Russia and the newly independent States GENERAL SUPPORT 18000 WIRES, CHECKS 0 3 0 0 0 0 0 0 0 Schedule F, Part I, Line 2 FOREIGN ACTIVITIES: GRANT FUNDS PAID TO FOREIGN NGOS LOCATED IN ISRAEL ARE MONITORED BY THE ORGANIZATION THROUGH EXPENDITURE AND PROGRAM REPORTING. ANNUAL AUDITS ARE PERFORMED WHICH MUST BE SUBMITTED AND WHICH ARE REVIEWED ANNUALLY TO ENSURE THAT THE GRANT FUNDS ARE PROPERLY USED FOR APPROVED PROGRAM ACTIVITIES. THE FEDERATION HAS INCLUDED $4,867,871 OF GRANT FUNDING PAID TO THE JEWISH FEDERATION OF NORTH AMERICA (JFNA) ON SCHEDULE F BASED ON THE INSTRUCTIONS TO SCHEDULE F. IN REGARD TO MONITORING OF THESE FUNDS, THE FEDERATION REPORTS ADDITIONAL US GRANTS ON SCHEDULE i TO JFNA WHICH IS A 501(C)(3) U.S. CHARITY. THE FEDERATION'S MONITORING POLICY IS DESCRIBED ON SCHEDULE I. IN ADDITION, JFNA AND ITS BENEFICIARY AGENCIES, UNITED ISRAEL APPEAL (UIA), A SUBSIDIARY OF JFNA, AND AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE (JDC), BOTH 501(C)(3) ORGANIZATIONS EACH FILE A SEPARATE FORM 990 AND DETAILED SCHEDULE F WHERE THEY DISCLOSE THEIR MONITORING POLICIES. JFNA AND ITS SUBSIDIARIES ARE RESPONSIBLE FOR THE CONTROL AND OVERSIGHT OF THE FOREIGN GRANTS. X X X X X X X 1 LESTER INC 388 MAIN STREET 23L BRADFORD CT 06405 TELEMARKETING 0 74922 15656 59266 74922 15656 59266 FL NJ MAJOR GIFTS 737694 703590 34104 0 0 23294 23294 13789 30458 BUILDERS & ALLIED TRADES 834123 832523 1600 0 0 6425 6425 0 5375 2 313751 281775 31976 0 0 36608 36833 15912 53600 1885568 1817888 67680 0 0 66327 66552 29701 89433 252013 -184333 1 B'nai B'rith Youth Organization-BBYO Inc 529 14th Street NW Suite 705 Washington DC 20045 311794932 501(c)(3) 11390 General support Bnei Akiva 520 8th Avenue 15th Floor New York NY 10018 133713762 501(c)(3) 5320 General support Bronx House Emanuel Camp Inc 48 Martha Place Chappaqua NY 10514 131739934 501(c)(3) 18900 Jewish Camping Camp Gan Israel Northeast Inc 10 Hidden Glen Lane Airmont NY 10952 275457003 501(c)(3) 8660 Jewish Camping Camp Moshava 520 8th Ave 15th Fl New York NY 10018 135596850 501(c)(3) 31285 Jewish camping Camp Ohel Inc 1268 East 14th Street Brooklyn NY 11230 273352587 501(c)(3) 8970 Jewish Camping Camp Ramah In The Berkshires 25 Roackwood Place Ste 345 Englewood NJ 07631 131997276 501(c)(3) 8400 Jewish Camping Camp Young Judaea Sprout Lake Inc 6 Sprout Lake Camp Rd Verbank NY 12585 132830437 501(c)(3) 14960 Jewish Camping Camp Zeke 1295 Fifth Ave New York NY 10029 461869615 501(c)(3) 37400 Jewish Camping Chabad Of Randolph 48 West Hanover Ave Randolph NJ 07869 223819745 501(c)(3) 15000 General support Circle Lodge Camp Kinder Ring 335 Sylvan Lake Road Hopewell Junction NY 12533 134014418 501(c)(3) 8110 Jewish Camping Commonpoint Queens 58-20 Little Neck Little Neck NY 11362 113071518 501(c)(3) 15500 Jewish Camping Congregation B'Nai Jeshurun 1025 South Orange Ave Short Hills NJ 07078 221487157 501(c)(3) 5400 General support Congregation Ohel Torah 25 Ross Street Brooklyn NY 11249 113050300 501(c)(3) 20000 General support Daughters Of Israel Geriatric Center 1155 Pleasant Valley Way West Orange NJ 07052 221487162 501(c)(3) 2932808 Local Nursing Home Eden Village Camp 392 Dennytown Rd Putnam Valley NY 10579 264373931 501(c)(3) 13975 Jewish Camping Friendship Circle - Life Town Inc 10 Microlab Road Livingston NJ 07039 226017975 501(c)(3) 10000 Special Needs Children Golda Och Academy 1418 Pleasant Valley Way West Orange NJ 07052 221779887 501(c)(3) 581274 Jewish Education Gottesman RTW Academy 146 Dover Chester Road Randolph NJ 07869 221833220 501(c)(3) 314880 Jewish education Hebrew Free Loan 265 Columbia Tpk Suite 105 Florham Park NJ 07932 521931966 501(c)(3) 20000 Interest free loans for the needy Hias Inc 1300 Spring St Suite 500 Silver Spring MD 20910 135633307 501(c)(3) 6000 General support Hillel The Foundation 800 Eight Street NW Washington DC 20001 521844823 501(c)(3) 25000 General Support J C P A - Jewish Council For Public Affairs 25 Broadway Suite 1700 New York NY 10004 131624104 501(c)(3) 6000 General Support JCC Association Of North America 520 8th Ave 4th Fl New York NY 10018 135599486 501(c)(3) 49000 General Support JCC Metrowest 760 Northfield Avenue West Orange NJ 07052 222680030 501(c)(3) 679425 General Support JCC Of Central NJ 1391 Martine Ave Scotch Plains NJ 07076 222667094 501(c)(3) 160950 General Support Jespy House Inc 102 Prospect St South Orange NJ 07079 222186490 501(c)(3) 63000 General Support Jewish Educational Center 330 Elmora Ave Elizabeth NJ 07208 221549747 501(c)(3) 234263 Jewish Education Jewish Family Service Of Central NJ 655 Westfield Ave Elizabeth NJ 07208 221487364 501(c)(3) 478681 Local families in economic distress Jewish Family Service Of Metrowest NJ 256 Columbia Turnpike Florham Park NJ 07932 221687995 501(c)(3) 565344 Local families in economic distress Jewish Federation Of Northern New Jersey 50 Eisenhower Drive Paramus NJ 07652 201195592 501(c)(3) 129000 General Support Jewish Service For The Developmentally 395 Pleasant Valley Way West Orange NJ 07052 223479872 501(c)(3) 57590 Developmentally Disabled Adults Joseph Kushner Hebrew Academy 110 So Orange Avenue Livingston NJ 07039 221520392 501(c)(3) 658611 Jewish Education JTA-MJL New Corp (70 Faces Media) 24 West 30th St New York NY 10001 130887610 501(c)(3) 9000 General support JVS Of Metrowest 245 Eisenhower Pwy Suite 2150 Livingston NJ 07039 221487229 501(c)(3) 112500 General Support Kavod 1779 Kirby Parkway 1-362 Memphis TN 38138 475495289 501(c)(3) 299732 Support For Holocaust Survivors New Jersey Y Camps 21 Plymouth St Fairfield NJ 07004 131663143 501(c)(3) 143426 Jewish Camping Oorah Inc 1805 Swarthmore Ave Lakewood NJ 08701 223746051 501(c)(3) 7000 General Support Pinemere Camp Association 865 Bartonsville Woods Road Stoudsburg PA 18360 231429830 501(c)(3) 5200 Jewish Camping Revitalization Community Involvement 130 Beaumont Street Brooklyn NY 11235 475610310 501(c)(3) 25500 General support Rutgers Hillel 70 College Ave New Brunswick NJ 08901 260177367 501(c)(3) 104000 General support Sinai Special Needs Institute 1485 Teaneck Road Suite 304 Teaneck NJ 07666 221487266 501(c)(3) 7000 General Support Surprise Lake Camp 382 Lake Surprise Rd Cold Spring NY 10516 131623869 501(c)(3) 13690 Jewish Camping Temple Emanu-El 756 East Broad Street Westfield NJ 07090 221686929 501(c)(3) 10950 General support Temple Ner Tamid 936 Broad Street Bloomfield NJ 07003 221834562 501(c)(3) 18320 General support Temple Sinai 208 Summit Ave Summit NJ 07901 226057081 501(c)(3) 20200 General support The Jewish Federations Of North America 25 Broadway Suite 1700 New York NY 10004 131624240 501(c)(3) 21104 General Support Union For Reform Judaism 633 3rd Ave 7Th Fl New York NY 10017 131663134 501(c)(3) 39935 General Support Union Of Orthodox Jewish Congregations Of America 11 Broadway 14th Flr New York NY 10004 135623717 501(c)(3) 16520 General Support YM-YWHA Of Union County 501 Green Lane Union NJ 07083 222663795 501(c)(3) 155500 Jewish Camping Young Judaea Camp Tel Yehudah 575 8th Avenue 11th Floor New York NY 10018 135654375 501(c)(3) 10260 Jewish Camping Central Europe Center For Research 1141 Loxford Terrace Silver Spring MD 20901 581970134 501(c)(3) 15000 General support Camp Dora Golding 5515 New Utrecht Ave Brooklyn NY 11219 136000413 501(c)(3) 13545 Jewish Camping Camp Gan Israel 770 Eastern Parkway Brooklyn NY 11213 221996845 501(c)(3) 20310 Jewish Camping 54 0 Schedule I, Part I, Line 2 GRANT MONITORING: THE FEDERATION MAKES ANNUAL GRANTS TO NONPROFIT ORGANIZATIONS AND HAS A GRANT PROCESS THAT INCLUDES MONITORING THE USE OF THE GRANT FUNDS. THE GRANTEE SUBMITS A BUDGET DURING THE APPLICATION PROCESS AND MEETS WITH A MONITORING COMMITTEE TWICE ANNUALLY TO REVIEW THE GRANTEES' COMPLIANCE WITH THE USE OF GRANT FUNDS. THE GRANTEE IS ALSO REQUIRED TO PROVIDE THE FOLLOWING: QUARTERLY EXPENDITURE REPORT, QUARTERLY FINANCIAL STATEMENT AND ANNUAL AUDIT REPORT. ALL DOCUMENTATION IS REVIEWED TO ENSURE THAT THE GRANT FUNDS ARE SPENT IN ACCORDANCE WITH THE INTENDED USE. FOREIGN TRANSACTIONS PASS-THROUGH U.S. ORGANIZATION - GRANT FUNDING OF $4,867,871 PAID TO THE JEWISH FEDERATION OF NORTH AMERICA (JFNA) ON SCHEDULE F BASED ON THE INSTRUCTIONS TO SCHEDULE F THAT REQUIRES THAT FUNDS PAID TO U.S. ORGANIZATIONS TO BE USED IN FOREIGN LOCATIONS BE SHOWN ON SCHEDULE F. IN REGARDS TO MONITORING OF THESE FUNDS, JFNA AND ITS BENEFICIARY AGENCIES - UNITED ISRAEL APPEAL (UJA), A SUBSIDIARY OF JFNA AND AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE (JDC) ARE ALL 501(C)(3) U.S. ORGANIZATIONS AND EACH FILE A SEPARATE FORM 990 AND DETAILED SCHEDULE F. THE FEDERATION AWARDS CAMP GRANTS AND SCHOLARSHIPS FOR ELIGIBLE CAMPERS TOWARD ATTENDING JEWISH OVERNIGHT CAMPS. THE CAMP GRANTS AND SCHOLARSHIPS ARE AWARDED TO ELIGIBLE NEW CAMPERS AND ARE NEED-BASED ASSISTANCE IN VARYING AMOUNTS. IN ORDER TO QUALIFY, THE CAMPERS MUST ENROLL AT THE SPECIFIED CAMPS AND GRANT/SCHOLARSHIP PAYMENTS ARE MADE DIRECTLY TO THE CAMPS, IN THE NAME OF THE CAMPER. EACH CAMPER'S ATTENDANCE IS VERIFIED AT THE END OF THE CAMP SEASON AND IF THE CAMPER ATTENDS FOR A SHORTER TIME, THE APPROPRIATE REFUND IS RECEIVED FROM THE RESPECTIVE CAMP. X X X X X 0 1 0 0 0 0 0 0 0 Dov Ben-Shimon Asst Secy Exec VP/CEO 396255 0 0 0 5833 0 19500 0 30154 0 451742 0 0 0 Howard Rabner COO/CFO 238033 0 0 0 2917 0 0 0 34638 0 275588 0 0 0 Robert Lichtman Chief Learning Officer 212751 0 0 0 2917 0 0 0 32394 0 248062 0 0 0 Kim Hirsh Exec Dir, JCF 225397 0 0 0 875 0 0 0 17301 0 243573 0 0 0 Rebecca Pollack VP, Campaign 153400 0 0 0 2917 0 0 0 48018 0 204335 0 0 0 Benjamin Mann Chief Planning Officer 169765 0 0 0 0 0 0 0 27945 0 197710 0 0 Amy Biloon Chief Community Eng Officer 171097 0 0 0 1458 0 0 0 458 0 173013 0 0 0 Schedule J, Part I, Line 4 DOV BEN-SHIMON IS A PARTICIPANT IN THE DEFERRED COMPENSATION PLAN WHICH IS PRESENTED IN COLUMN C. THIS INCLUDED UNVESTED BENEFIT IN AN INTERNAL REVENUE CODE SECTION 457(F) PLAN (NON-QUALIFIED DEFERRED COMPENSATION PLAN) WHICH IS SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. ACCORDINGLY, THE INDIVIDUAL MAY NEVER ACTUALLY RECEIVE THIS UNVESTED BENEFIT AMOUNT. THE AMOUNT OUTLINED HEREIN WAS NOT INCLUDED IN THE INDIVIDUAL'S 2022 FORM W-2, BOX 5, AS TAXABLE WAGES. SEE SCHEDULE O FOR THE DETAILS WITH RESPECT TO POLICIES FOR REBUTTABLE PRESUMPTION. A Essex County Improvement Authority 222023989 2005-07-01 12425000 Bond to finance construction 0 0 0 A 5560000 0 12425000 0 0 0 0 0 12425000 0 0 0 2007 0 0 1 1 A 0 0 0 0 0 0 0 0 0 1 A 1 1 0 0 0 1 A 1 X 73 650269 FMV 0 1 0 Schedule M, Part I, Line 33 RECEIVED 73 CONTRIBUTIONS OF PUBLICLY TRADED SECURITIES. Form 990, Part VI, Section A, Line 2 THE FOLLOWING MEMBERS OF THE BOARD OF TRUSTEES HAVE FAMILY RELATIONSHIPS: LORI KLINGHOFFER AND STEVEN KLINGHOFFER; DAVID SAGINAW AND PAULA SAGINAW; JANE WILF AND MARK WILF. Form 990, Part VI, Section B, Line 11b THE BUDGET AND FINANCE COMMITTEE REVIEWS AND ANALYZES FORM 990. THE BUDGET AND FINANCE COMMITTEE HAS THE AUTHORITY TO APPROVE FORM 990 PER BOARD RESOLUTION. A COMPLETE COPY OF THE FORM 990 IS PROVIDED TO ALL MEMBERS OF ITS GOVERNING BODY FOR REVIEW AND COMMENT BEFORE THE FINAL FORM 990 IS FILED. Form 990, Part VI, Section B, Line 12c THE FEDERATION REQUIRES ALL BOARD MEMBERS TO COMPLETE A CONFLICT OF INTEREST FORM ANNUALLY. THE COMPLETED FORMS ARE REVIEWED BY THE CFO FOR POSSIBLE CONFLICT OF INTEREST. WHEN EXECUTIVE COMMITTEE IS MADE AWARE OF ANY CONFLICT, THE BOARD MEMBERS ARE ASKED TO RECUSE THEMSELVES FROM PARTICIPATION OF ISSUES THAT CREATE THE CONFLICT OF INTEREST. Form 990, Part VI, Section B, Line 15 PERFORMANCE REVIEWS ARE PREPARED FOR EACH OF THESE EMPLOYEES. THE NATIONAL SALARY SURVEY FOR LARGE FEDERATIONS IS USED TO HELP DETERMINE THE COMPENSATION OF THE TOP RANKING EMPLOYEES OF THE FEDERATION. THE SALARIES ARE SUBJECT TO THE APPROVAL BY THE PERSONNEL COMMITTEE WHOSE MEMBERS INCLUDE PAST PRESIDENTS AND OTHER SENIOR LEADERSHIP OF THE FEDERATION. THE FEDERATION HAS A WRITTEN EXECUTIVE COMPENSATION PHILOSOPHY WHICH IT FOLLOWS WHEN IT REVIEWS AND APPROVES THE COMPENSATION AND BENEFITS OF THE ORGANIZATION'S SENIOR MANAGEMENT. A REVIEW OF THE "TOTAL COMPENSATION" FOR EACH INDIVIDUAL IS MADE BY THE PERSONNEL COMMITTEE OF THE BOARD OF TRUSTEES, WHICH IS INTENDED TO INCLUDE BOTH CURRENT AND DEFERRED COMPENSATION AND ALL EMPLOYEE BENEFITS, BOTH QUALIFIED AND NON-QUALIFIED. THE REVIEW IS DONE, AT MINIMUM, ON AN ANNUAL BASIS AND ENSURES THAT THE "TOTAL COMPENSATION" OF SENIOR MANAGEMENT IS REASONABLE. THE ACTION TAKEN BY THE COMMITTEE ENABLES THE FEDERATION TO COMPLY WITH THE REBUTTABLE PRESUMPTION OF REASONABLENESS FOR PURPOSES OF INTERNAL REVENUE CODE SECTION 4958 WITH RESPECT TO THE TOTAL COMPENSATION OF CERTAIN MEMBERS OF THE SENIOR MANAGEMENT TEAM. THE THREE FACTORS WHICH MUST BE SATISFIED IN ORDER TO RECEIVE THE REBUTTABLE PRESUMPTION OF REASONABLENESS ARE THE FOLLOWING: 1. THE COMPENSATION ARRANGEMENT IS APPROVED IN ADVANCE BY AN "AUTHORIZED BODY" OF THE APPLICABLE TAX-EXEMPT ORGANIZATION WHICH IS COMPOSED ENTIRELY OF INDIVIDUALS WHO DO NOT HAVE A "CONFLICT OF INTEREST" WITH RESPECT TO THE COMPENSATION ARRANGEMENT; 2. THE AUTHORIZED BODY OBTAINS AND RELIES UPON "APPROPRIATE DATA AS TO COMPARABILITY" PRIOR TO MAKING ITS DETERMINATION; AND 3. THE AUTHORIZED BODY "ADEQUATELY DOCUMENTS THE BASIS OF ITS DETERMINATION" CONCURRENTLY WITH MAKING THAT DETERMINATION. THE MEMBERS OF THE BOARD OF TRUSTEES EACH ARE INDEPENDENT AND ARE FREE FROM ANY CONFLICT OF INTEREST. THE COMMITTEE ADEQUATELY DOCUMENTS THE BASIS FOR ITS DETERMINATION THROUGH THE TIMELY PREPARATION OF WRITTEN MINUTES OF THE MEETING DURING WHICH THE EXECUTIVE COMPENSATION AND BENEFITS ARE REVIEWED AND SUBSEQUENTLY APPROVED. THE ACTIONS OUTLINED ABOVE WITH RESPECT TO THE BOARD AND THE ESTABLISHMENT OF THE REBUTTABLE PRESUMPTION OF REASONABLENESS APPLIES ONLY TO SENIOR MANAGMENT PERSONNEL. Form 990, Part VI, Section C, Line 19 FORM 990 AND THE AUDITED FINANCIAL STATEMENTS ARE MADE AVAILABLE ON THE FEDERATION'S WEBSITE. FORM 990 CAN ALSO BE OBTAINED FROM THE FEDERATION DIRECTLY THROUGH A WRITTEN REQUEST. ALL OTHER POLICIES AND GOVERNING DOCUMENTS ARE AVAILABLE UPON WRITTEN REQUEST. Form 990, Part XI, Line 9 LOSS ON UNCOLLECTED PLEDGES. JEWISH COMMUNITY FDN GREATER METROWEST 901 ROUTE 10 WHIPPANY NJ 07981 221714130 GRANTMAKING NJ 501(C)(3) 7 JFGMW 1 SOBEL FAMILY SUPPORTING FDN 901 ROUTE 10 WHIPPANY NJ 07981 223699941 CHARITY NJ 501(C)(3) 12 TYPE 1 JCF 1 ROCKER FAMILY FDN 901 ROUTE 10 WHIPPANY NJ 07981 223699940 CHARITY NJ 501(C)(3) 12 TYPE 1 JCF 1 WILLIAM AND BETTY LESTER FDN 901 ROUTE 10 WHIPPANY NJ 07981 223063176 CHARITY NJ 501(C)(3) 12 TYPE 1 JCF 1 COOPERMAN FAMILY FUND FOR A JEWISH FUTURE 901 ROUTE 10 WHIPPANY NJ 07981 223892931 CHARITY NJ 501(C)(3) 12 TYPE 1 JCF 1 JEROME & PAULA GOTTESMAN FAMILY SF 901 ROUTE 10 WHIPPANY NJ 07981 223056144 CHARITY NJ 501(C)(3) 12 TYPE 1 JCF 1 LEAH & EDWARD FRANKEL SUPPORTING FDN 901 ROUTE 10 WHIPPANY NJ 07981 223506484 CHARITY NJ 501(C)(3) 12 TYPE 1 JCF 1 BERSON FAMILY SUPPORTING FOUNDATION 901 ROUTE 10 WHIPPANY NJ 07981 222872256 CHARITY NJ 501(C)(3) 12 TYPE 1 JCF 1 UJA BENEFIT CONCERT SUPPORTING FDN 901 ROUTE 10 WHIPPANY NJ 07981 521958332 CHARITY NJ 501(C)(3) 12 TYPE 1 JCF 1 0 0 1 1 0 0 0 0 0 0 0 1 1 0 1 0 1 0 0 JEWISH COMMUNITY FDN GREATER METROWEST c 4557539 JEWISH COMMUNITY FDN GREATER METROWEST m 623456 JEWISH COMMUNITY FDN GREATER METROWEST o 2171116 JEWISH COMMUNITY FDN GREATER METROWEST q 140723 COOPERMAN FAMILY FUND FOR A JEWISH FUTURE c 875000 JEROME & PAULA GOTTESMAN FAMILY SF c 1480000 ROCKER FAMILY FDN c 137000 UJA BENEFIT CONCERT SUPPORTING FDN c 52000 WILLIAM AND BETTY LESTER FDN c 296094 Schedule R, Part V, Line 1f THE FEDERATION HAS FUNDS INVESTED WITH THE JEWISH COMMUNITY FOUNDATION OF GREATER METROWEST NEW JERSEY (JCF). INVESTMENTS INCOME EARNED FROM FEDERATION OWNED INVESTMENT FUND IS REPORTED AS INTEREST AND DIVIDEND INCOME AND IS USED FOR THE GRANTS MADE ANNUALLY BY THE FEDERATION. THERE WERE NO DIVIDENDS ISSUED BY JCF TO THE FEDERATION, AND, THEREFORE, THE RESPONSE TO QUESTION 1F IS "NO DIVIDENDS FROM RELATED ORGANIZATION." EXTENSION NEEDED TO HAVE AUDITED FINANCIAL STATEMENT AVAILABLE FOR FORM 990.