2026-05-05T09:39:53-07:00 2025-06-30 990 2024-07-01 221487222 JEWISH FEDERATION OF GREATER METROWEST NJ JEWI 9739293000 901 Route 10 Whippany NJ 07981 SHAWN LAING CHIEF FINANCIAL OFFICER 9739293000 2026-05-05 1 2024 2025-03-06 01:10:19Z MEREDITH DRAGON 901 Route 10 Whippany NJ 07981 38806576 0 X jfedgmw.org X 1924 NJ JEWISH FEDERATION OF GREATER METROWEST NJ (THE FEDERATION) CONVENES AND LEADS OUR COMMUNITY TO ENSURE THE CONTINUITY AND STRENGTH OF THE JEWISH PEOPLE, TO SUPPORT A SECURE JEWISH AND DEMOCRATIC STATE OF ISRAEL, AND TO CARE FOR JEWS IN NEED LOCALLY AND AROUND THE WORLD. 60 59 208 450 0 0 43075517 34508053 3622024 1229405 1549430 1909724 -48446 -33241 48198525 37613941 15541199 13853213 0 0 10315468 10360585 12408 9323 2232709 13050985 9885994 38920060 34109115 9278465 3504826 161824992 173612713 31049945 28258331 130775047 145354382 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 21496705 8758960 529673 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. 5094253 5094253 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. 1223676 0 699732 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 27814634 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 0 1 0 1 1 1 0 0 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 X 133 0 1 208 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 60 59 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL NJ X X Shawn Laing 9739293000 901 Route 10 Whippany NJ 07981 Dov Ben-Shimon Asst Secy Exec VP/CEO (thru 9-2024) 32 8 X 404570 0 37851 Howard Rabner COO/CFO 28 12 X 259771 0 45230 Rebecca Pollack Chief Development Officer 40 0 X 211809 0 65088 Kim Hirsh Exec Dir, JCF 12 28 X 242442 0 22873 Amy Biloon Chief Community Eng Officer 40 0 X 223770 0 458 Benjamin Mann Chief Planning Officer 40 0 X 179146 0 37210 Bonnie Sterling VP, Human Resources 40 0 X 148488 0 44383 Martin Yafe Dir of Global Connections 40 0 X 164349 0 18039 Donna Zheng Controller 40 0 X 164694 0 417 Steven D Levy Asst Treas(thru 9-2024)/Interim CEO(started 10-2024) 32 8 X X 60000 0 0 Michael Goldberg President 9 1 X X 0 0 0 Stacey Davis Secretary 1 0 X X 0 0 0 Steven H Klinghoffer Vice President 1 0 X X 0 0 0 Peter A Langerman Treasurer 1 0 X X 0 0 0 Michael Belfer Trustee 1 0 X 0 0 0 Steven Berns Trustee 1 0 X 0 0 0 Jeffrey Braemer Trustee 1 0 X 0 0 0 Shari Brandt Chair, Board Governance 1 0 X 0 0 0 Jody Hurwitz Caplan Vice President & Chair, Community Relations 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 Dorie Eisenstein 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 Stacie Friedman Trustee 1 0 X 0 0 0 Terri Friedman Trustee 1 0 X 0 0 0 Jon Gantman Trustee 1 0 X 0 0 0 Rebecca A Gold Trustee 1 0 X 0 0 0 Craig Grosswald Trustee 1 0 X 0 0 0 Abbi Halpern President, Women's Philanthropy 1 0 X 0 0 0 Lynne B Harrison Trustee 1 0 X 0 0 0 Jason Hoberman Chair, Local Partnerships 1 0 X 0 0 0 Marsha G Hoch Chair, Unified Allocations Council 1 0 X 0 0 0 Ben Hoffer Trustee 1 0 X 0 0 0 David M Hyman Trustee 1 0 X 0 0 0 Deborah Jacob Chair, Community Engagement 9 1 X 0 0 0 Allan H Janoff Trustee 1 0 X 0 0 0 Mindy S Kahn Trustee 1 0 X 0 0 0 Scott Krieger Trustee 1 0 X 0 0 0 Michele Landau Chair, UJA Annual Campaign 9 1 X 0 0 0 Robyn Laveman Trustee 1 0 X 0 0 0 Benjamin Lehrhoff Trustee 1 0 X 0 0 0 Joan Levinson Trustee 1 0 X 0 0 0 Julie Lipsett-Singer Trustee 1 0 X 0 0 0 Jonathan Liss Vice President, Strategic Planning 1 0 X 0 0 0 Merle Lomrantz Trustee 1 0 X 0 0 0 Ruth B Margolin Trustee 1 0 X 0 0 0 Barry Moss Chair, Budget & Finance 9 1 X 0 0 0 Jay M Murnick Trustee 1 0 X 0 0 0 Maxine B Murnick President, JCF 1 0 X 0 0 0 RoAnna Pascher Trustee 1 0 X 0 0 0 Sheryl Pearlstein Trustee 1 0 X 0 0 0 David Rak Trustee 1 0 X 0 0 0 Larry Rein Trustee 1 0 X 0 0 0 Leslie Dannin Rosenthal Trustee 1 0 X 0 0 0 Larry L Rothenberg Trustee 1 0 X 0 0 0 David Saginaw Immediate Past President 1 0 X 0 0 0 Paula Saginaw Trustee 1 0 X 0 0 0 Zev S Scherl Chair, Global Connections 1 0 X 0 0 0 Maxine Schwartz Vice President, Strategic Planning 1 0 X 0 0 0 Ira Steinberg Trustee 1 0 X 0 0 0 Brett Tanzman Trustee 1 0 X 0 0 0 Robbie Weissenberg Trustee 1 0 X 0 0 0 Arielle Welt Chair, NextGen 1 0 X 0 0 0 Gayle Wieseneck 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 2059039 0 271549 24 0 1 0 ONLINE COMPUTERS AND COMMUNICATIONS LLC 110 S JEFFERSON ROAD WHIPPANY NJ 07981 IT CONSULTING 760921 GIL TRAVEL GROUP KENES TOURS 1511 WALNUT STREET 2ND FLOOR PHILADELPHIA PA 19102 TRAVEL AGENCY 110444 LKF LLC 1925 S ATLANTIC AVE SUITE 1104 DAYTONA BEACH SHORES FL 32118 TRAVEL AGENCY 103561 JJMEDIA JEWISH STANDARD 310 CEDAR LANE SUITE 3G TEANECK NJ 07666 NEWSPAPER SUBSCRIPTION 101961 4 103 0 1377529 11806449 512152 20811820 1228416 34508053 EDUCATIONAL PROGRAMS 611000 1125593 1125593 0 0 SERVICES TO AFFILIATED ENTITIES 561499 103812 103812 0 0 0 0 0 0 1229405 1909724 0 0 1909724 0 0 0 0 0 0 0 0 820476 0 928388 0 -107912 0 -107912 0 0 -107912 0 0 0 0 0 0 0 0 0 0 71377 1377529 264247 -192870 0 -192870 MISC REVENUE 900099 267541 267541 0 0 0 0 0 0 267541 37613941 1496946 0 1608942 8758960 8758960 5094253 5094253 0 0 1073604 660814 259046 153744 0 0 0 0 7486615 4608086 1806415 1072114 0 0 0 0 1024703 630716 247246 146741 775663 477428 187157 111078 0 0 0 0 9108 4330 4702 76 71998 34226 37168 604 0 0 0 0 9323 9323 759977 274051 419422 66504 770568 561341 113208 96019 416274 363805 18289 34180 262985 94834 145138 23013 950982 593214 229769 127999 0 0 0 0 828650 510043 199941 118666 252247 242255 8097 1895 0 0 0 0 474642 434243 32734 7665 439136 361177 48923 29036 823341 823341 0 0 252866 116966 96117 39783 148221 107224 32685 8312 PROGRAM EXPENSE 3344607 2984133 174956 185518 OTHER EXPENSES 73117 73117 0 0 ORGANIZATION DUES 7275 6077 759 439 34109115 27814634 4061772 2232709 5685203 852146 1901921 7837052 42356411 41586987 0 0 0 0 0 0 9105828 8763932 0 0 341045 407606 5099083 3103004 1656103 1996079 25434 4255 97789267 109050926 0 0 0 0 2963780 3113730 161824992 173612713 9656224 7931071 0 0 228302 185680 6315000 5765000 0 0 0 0 14267164 13927457 0 0 583255 449123 31049945 28258331 X 36678482 39231989 94096565 106122393 130775047 145354382 161824992 173612713 X 3504826 11284120 0 0 0 -209611 X 0 1 X 1 0 X 45731939 25256009 26180892 43075517 34508053 174752410 0 0 0 0 0 0 0 0 0 45731939 25256009 26180892 43075517 34508053 174752410 42227994 132524416 2045225 3155765 2783791 3096047 2730199 13811027 0 0 0 0 0 0 78849 91310 108607 221814 267541 768121 189331558 8128898 0.69996 0.72268 X Schedule A, Part II, Line 10 MISC INCOME. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 62135915 2645972 5772324 1926378 591263 0 68036570 57494795 1223498 5317926 1371360 528944 0 62135915 52499368 1871938 4858403 1239137 495777 0 57494795 53030525 1903387 -756473 1225579 452492 0 52499368 36971234 5540641 12006834 1097419 390765 0 53030525 0 0.793 0.207 0 1 1 0 0 0 0 0 0 0 0 1966263 618310 1347953 0 2975208 2438890 536318 0 157612 45804 111808 1996079 0 0 Investments held in pooled funds managed by Affiliate 109039286 F Israel Bonds 11640 F 109050926 0 SECURITY DEPOSIT 144900 POST RETIREMENT HEALTH BENEFITS 276084 DUE TO BENEFICIARY AGENCIES 28139 449123 X 49330723 11284120 928392 0 264247 12476759 36853964 759977 0 759977 37613941 34751388 928392 0 209611 264247 1402250 33349138 759977 0 759977 34109115 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 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 STATEMENT 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. Schedule D, Part XI, Line 2d FUNDRAISING EVENTS ARE REPORTED AS NET INCOME/LOSS IN PART VIII-STATEMENT OF REVENUE. FOR RECONCILIATION, FUNDRAISING EXPENSES DEDUCTED FROM FUNDRAISING INCOME ARE ADDED BACK. Schedule D, Part XII, Line 2d FUNDRAISING EVENTS ARE REPORTED AS NET INCOME/LOSS IN PART VIII-STATEMENT OF REVENUE. FOR RECONCILIATION, FUNDRAISING EXPENSES REPORTED ON PART VIII ARE ADDED TO EXPENSES. 1 Middle East and North Africa 0 0 Grantmaking GENERAL SUPPORT 5076253 Russia and Neighboring States 0 0 Grantmaking GENERAL SUPPORT 18000 0 0 5094253 Middle East and North Africa GENERAL SUPPORT 5076253 CHECKS, WIRES 0 Russia and Neighboring States GENERAL SUPPORT 18000 CHECKS, WIRES 0 4 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 $5,001,253 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 (UJA) 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. Builders and Allied Trades 1193435 1190675 2760 0 0 8062 8062 691 8275 Winter Soiree 59979 22146 37833 0 0 32984 32984 21703 47041 3 195492 164708 30784 0 0 22134 22645 17469 42197 1448906 1377529 71377 0 0 63180 63691 39863 97513 264247 -192870 1 BETH EPHRAIM MAPLEWOOD JEWISH CENTER 113-117 PARKER AVENUE MAPLEWOOD NJ 07040 223143283 501(c)(3) 12180 General support B'NAI B'RITH YOUTH ORGANIZATION INC 529 14th Street NW Suite 705 Washington DC 20045 311794932 501(c)(3) 5060 General support BRONX HOUSE EMANUEL CAMP INC 48 Martha Place Chappaqua NY 10514 131739934 501(c)(3) 11840 Jewish Camping CAMP GAN ISRAEL NORTHEAST INC 10 Hidden Glen Lane Airmont NY 10952 275457003 501(c)(3) 11500 Jewish Camping CAMP MOSHAVA 520 8th Ave 15th Fl New York NY 10018 135596850 501(c)(3) 26670 Jewish camping CAMP RAMAH IN THE BERKSHIRES 25 Roackwood Place Ste 345 Englewood NJ 07631 131997276 501(c)(3) 18290 Jewish Camping CAMP ZEKE 1295 Fifth Ave New York NY 10029 461869615 501(c)(3) 15326 Jewish Camping COMMONPOINT QUEENS 58-20 Little Neck Little Neck NY 11362 113071518 501(c)(3) 19800 Jewish Camping CONGREGATION AABJD 700 PLEASANT VALLEY WAY WEST ORANGE NJ 07052 221813528 501(c)(3) 18680 General support CONGREGATION AGUDATH ISRAEL 20 ACADEMY ROAD CALDWELL NJ 07006 221515560 501(c)(3) 19380 General support CONGREGATION BETH EL 222 IRVINGTON AVENUE South Orange NJ 07079 221448040 501(c)(3) 38680 General support Congregation Beth Israel 18 Shalom Way Scotch Plains NJ 07076 226017205 501(c)(3) 11680 General support CONGREGATION B'NAI ISRAEL 160 MILLBURN AVENUE MILLBURN NJ 07041 221533504 501(c)(3) 15880 General support CONGREGATION B'NAI JESHURUN 1025 South Orange Ave Short Hills NJ 07078 221487157 501(c)(3) 24380 General support CONGREGATION SHOMREI EMUNAH 67 PARK STREET MONTCLAIR NJ 07042 221601254 501(c)(3) 20280 General support DAUGHTERS OF ISRAEL GERIATRIC CENTER 1155 Pleasant Valley Way West Orange NJ 07052 221487162 501(c)(3) 2943664 Local Nursing Home EDEN VILLAGE CAMP 392 Dennytown Rd Putnam Valley NY 10579 264373931 501(c)(3) 8440 Jewish Camping FRIENDSHIP CIRCLE - LIFE TOWN INC 10 Microlab Road Livingston NJ 07039 226017975 501(c)(3) 20000 Special Needs Children GOLDA OCH ACADEMY 1418 Pleasant Valley Way West Orange NJ 07052 221779887 501(c)(3) 599022 Jewish Education GOTTESMAN RTW ACADEMY 146 Dover Chester Road Randolph NJ 07869 221833220 501(c)(3) 342829 Jewish education HEBREW FREE LOAN 265 Columbia Tpk Suite 105 Florham Park NJ 07932 521931966 501(c)(3) 21000 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 St 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) 401821 General Support JCC of CENTRAL NJ 1391 Martine Ave Scotch Plains NJ 07076 222667094 501(c)(3) 192080 General Support JESPY HOUSE INC 102 Prospect St South Orange NJ 07079 222186490 501(c)(3) 71000 General Support JEWISH EDUCATIONAL CENTER 330 Elmora Ave Elizabeth NJ 07208 221549747 501(c)(3) 419249 Jewish Education JEWISH FAMILY SERVICE OF CENTRAL NJ 655 Westfield Ave Elizabeth NJ 07208 221487364 501(c)(3) 651202 Local families in economic distress JEWISH FAMILY SERVICE OF METROWEST NJ 256 Columbia Turnpike Florham Park NJ 07932 221687995 501(c)(3) 572592 Local families in economic distress JEWISH FEDERATION OF NORTHERN NEW JERSEY 50 Eisenhower Drive Paramus NJ 07652 201195592 501(c)(3) 64500 General Support JEWISH RECONSTRCTIONIST CAMPING CORP 1299 CHURCH ROAD WYNCOTE PA 19095 364478803 501(c)(3) 16560 General support JEWISH SERVICE FOR THE DEVELOPMENTALLY 395 Pleasant Valley Way West Orange NJ 07052 223479872 501(c)(3) 71000 Developmentally Disabled Adults JOSEPH KUSHNER HEBREW ACADEMY 110 So Orange Avenue Livingston NJ 07039 221520392 501(c)(3) 703050 Jewish Education JTA-MJL NEW CORP (70 FACES MEDIA) 24 West 30th St New York NY 10001 130887610 501(c)(3) 9000 General support KAVOD 1779 Kirby Parkway 1-362 Memphis TN 38138 475495289 501(c)(3) 204000 Support For Holocaust Survivors NEW JERSEY Y CAMPS 21 Plymouth St Fairfield NJ 07004 131663143 501(c)(3) 190560 Jewish Camping RABBINICAL COLLEGE OF AMERICA 226 SUSSEX AVENUE MORRISTOWN NJ 07960 226017975 501(c)(3) 16280 General support RUTGERS HILLEL 70 College Ave New Brunswick NJ 08901 260177367 501(c)(3) 61000 General support SINAI SPECIAL NEEDS INSTITUTE 1485 Teaneck Road Suite 304 Teaneck NJ 07666 221487266 501(c)(3) 8000 General Support SURPRISE LAKE CAMP 382 Lake Surprise Rd Cold Spring NY 10516 131623869 501(c)(3) 12090 Jewish Camping SYNAGOGUE OF THE SUBURBAN TORAH CENTER 85 WEST MOUNT PLEASENT AVENUE LIVINGSTON NJ 07039 221919787 501(c)(3) 17880 General support TEMPLE BETH AHM YISRAEL 60 TEMPLE DRIVE SPRINGFIELD NJ 07081 226015105 501(c)(3) 17500 General support TEMPLE BETH SHALOM 193 EAST MT PLEASANT AVE LIVINGSTON NJ 07039 221599195 501(c)(3) 17680 General support TEMPLE B'NAI ABRAHAM 300 EAST NORTHFIELD ROAD LIVINGSTON NJ 07039 221515224 501(c)(3) 15480 General support TEMPLE B'NAI OR 60 OVERLOOK ROAD MORRISTOWN NJ 07960 226077572 501(c)(3) 20280 General support TEMPLE EMANU-EL 756 East Broad Street Westfield NJ 07090 221686929 501(c)(3) 12680 General support TEMPLE HAR SHALOM 104 MOUNT HOREB ROAD WARREN NJ 07059 221918950 501(c)(3) 12880 General support TEMPLE NER TAMID 936 Broad Street Bloomfield NJ 07003 221834562 501(c)(3) 47180 General support TEMPLE SHAREY TEFILO-ISRAEL 432 SCOTLAND ROAD SOUTH ORANGE NJ 07079 222405774 501(c)(3) 17880 General support TEMPLE SINAI 208 Summit Ave Summit NJ 07901 226057081 501(c)(3) 37605 General support UNION FOR REFORM JUDAISM 633 3rd Ave 7th Flr New York NY 10017 131663134 501(c)(3) 70230 General Support UNION OF ORTHODOX JEWISH CONGREGATIONS OF AMERICA 11 Broadway 14th Flr New York NY 10004 135623717 501(c)(3) 9110 General Support YM-YWHA OF UNION COUNTY 501 Green Lane Union NJ 07083 222663795 501(c)(3) 168780 Jewish Camping CAMP GAN ISRAEL 770 Eastern Parkway Brooklyn NY 11213 221996845 501(c)(3) 13810 Jewish Camping CAMP RAMAH IN THE POCONOS 7 BALA AVE SUITE 103 BALA CYNWYD PA 19104 231607236 501(c)(3) 5500 Jewish Camping Cheder Yaldei Menachem 1128-1130 N BROAD ST HILLSIDE NJ 07205 223841115 501(c)(3) 12480 General support CONGREGATION ANSHE CHESED 1000 ORCHARD TERRACE LINDEN NJ 07036 226002998 501(c)(3) 22000 General support CONGREGATION OHR SHALOM-SUMMIT JCC 67 KENT PLACE BOULEVARD SUMMIT NJ 07901 226009059 501(c)(3) 10400 General support OHEB SHALOM CONGREGATION 170 SCOTLAND ROAD SOUTH ORANGE NJ 07079 221510213 501(c)(3) 11480 General support YOUNG JUDAEA GLOBAL INC 575 8th Avenue 11th Floor New York NY 10018 452640858 501(c)(3) 5700 Jewish Camping Chabad at Short Hills 650 SOUTH ORANGE AVENUE Short Hills NJ 07039 223764133 501(c)(3) 11480 General support CAMP KINDER RING 335 SYLVAN LAKE ROAD HOPEWELL JUNCTION NY 12533 134014418 501(c)(3) 12330 Jewish Camping CHABAD CENTER OF NORTHWEST NJ 266 WOODPORT ROAD Sparta NJ 07871 300091772 501(c)(3) 15980 General support JEWISH FEDERATIONS COUNCIL OF GREATER LOS ANGELES 6505 WISHIRE BLVD LOS ANGELES CA 90048 951643388 501(c)(3) 25000 General support TEMPLE SHOLOM OF PLAINFIELD 1925 LAKE AVENUE Scotch Plains NJ 07076 226001433 501(c)(3) 11480 General support Jewish Vocational Services Of Metrowest NJ 245 Eisenhower Pwy Suite 2150 Livingston NJ 07039 221487229 501(c)(3) 112500 General Support 68 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 $5,001,253 PAID TO THE FEDERATION OF NORTH AMERICA (JFNA) ON SCHEDULE F BASED ON THE INSTRUCTIONS TO SCHEDULE F THAT REQUIRES THAT FUNDS PAID TO U.S. ORGANIZATION TO BE USED IN FOREIGN LOCATIONS BE SHOWN ON SCHEDULE F. IN REGARDS TO MONITORING OF THESE FUNDS, JFAN 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 VERFIED AT THE END OF THE CAMP SEASON AND IF THE CAMPERS 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 397070 0 0 0 7500 0 0 0 37851 0 442421 0 0 0 Howard Rabner COO/CFO 254771 0 0 0 5000 0 0 0 45230 0 305001 0 0 0 Kim Hirsh Exec Dir, JCF 240942 0 0 0 1500 0 0 0 22873 0 265315 0 0 0 Rebecca Pollack Chief Development Officer 206809 0 0 0 5000 0 0 0 65088 0 276897 0 0 0 Amy Biloon Chief Community Eng Officer 221270 0 0 0 2500 0 0 0 458 0 224228 0 0 0 Benjamin Mann Chief Planning Officer 177146 0 0 0 2000 0 0 0 37210 0 216356 0 0 0 Bonnie Sterling VP, Human Resources 146488 0 0 0 2000 0 0 0 44383 0 192871 0 0 0 Martin Yafe Dir of Global Connections 164349 0 0 0 0 0 0 0 18039 0 182388 0 0 0 Donna Zheng Controller 164694 0 0 0 0 0 0 0 417 0 165111 0 0 0 Schedule J, Part I, Line 4 DOV BEN-SHIMON IS A PARTICIPANT IN THE DEFERRED COMPENSATION PLAN. 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. A Essex County Improvement Authority 222023989 2005-07-01 12425000 Bond to finance construction 0 0 0 A 6660000 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 85 1228416 FMV 0 1 0 Schedule M, Part I, Line 33 RECEIVED 85 CONTRIBUTIONS OF PUBLICLY TRADED SECURITIES. Form 990, Part V, Line 2a The 208 reported on W-3, box c is the total number of Forms W-2 transmitted to the IRS as per Form 990 instructions. The total number of employees receiving a W-2 is 153. Form 990, Part VI, Section A, Line 2 THE FOLLOWING MEMBERS OF THE BOARD OF TRUSTEES HAVE FAMILY RELATIONSHIPS: JAY MURNICK AND MAXINE MURNICK; 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 ANALYZE 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 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 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 MANAGEMENT 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 UNCOLLECTIBLE 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 PAULA AND JERRY GOTTESMAN FAMILY SF 901 ROUTE 10 WHIPPANY NJ 07981 223056144 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 6918321 JEWISH COMMUNITY FDN GREATER METROWEST m 759976 JEWISH COMMUNITY FDN GREATER METROWEST o 2491406 JEWISH COMMUNITY FDN GREATER METROWEST q 188951 PAULA AND JERRY GOTTESMAN FAMILY SF c 1400000 ROCKER FAMILY FDN c 271000 SOBEL FAMILY SUPPORTING FDN c 95000 UJA BENEFIT CONCERT SUPPORTING FDN c 274000 WILLIAM AND BETTY LESTER FDN c 285300 Schedule R, Part V, Line 1f THE FEDERATION HAS FUNDS INVESTED WITH THE JEWISH COMMUNITY FOUNDATION OF GREATER METROWEST NEW JERSEY (JCF). INVESTMENT INCOME EARNED FROM FEDERATION OWNED INVESTMENT FUNDS 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 WAS NEEDED TO HAVE AUDITED FINANCIAL STATEMENTS AVAILABLE FOR FORM 990.