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← JEWISH FEDERATION OF MIDDLESEX AND MONMOUTH COUNTIES

Form 990 for tax year 2023

Filed by JEWISH FEDERATION OF MIDDLESEX AND MONMOUTH COUNTIES.

Totals

Total revenue
$3,999,512
Total expenses
$3,659,379
Contributions and grants received
$3,282,330
Grants paid
$1,823,223
Program service revenue
$0
Investment income
$717,182
Other revenue
$0
Total assets, end of year
$29,917,810
Total liabilities, end of year
$4,744,421
Net assets or fund balances, end of year
$25,173,389
Program services expenses (Part IX)
$3,154,607
Management and general expenses
$91,199
Fundraising expenses
$413,573
Program service expenses (Part III)
$3,154,607

Program services were 86.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $3,282,330

  • 3 · Investment income

    total $427,315 · excluded $427,315

  • 7a · Gross sales of assets other than inventory

    securities $334,336

  • 7b · Less cost or other basis and sales expenses

    securities $44,469

  • 7c · Gain or loss

    securities $289,867

  • 7d · Net gain or loss

    total $289,867 · excluded $289,867

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,736,323 · program services $1,736,323

  • 3 · Grants to foreign organizations and individuals

    total $86,900 · program services $86,900

  • 5 · Compensation of officers, directors and key employees

    total $226,692 · program services $181,354 · management and general $11,335 · fundraising $34,003

  • 7 · Other salaries and wages

    total $748,114 · program services $540,003 · management and general $37,405 · fundraising $170,706

  • 8 · Pension plan contributions

    total $43,642 · program services $32,295 · management and general $2,182 · fundraising $9,165

  • 9 · Other employee benefits

    total $54,473 · program services $40,310 · management and general $2,724 · fundraising $11,439

  • 10 · Payroll taxes

    total $75,371 · program services $55,774 · management and general $3,769 · fundraising $15,828

  • 13 · Office expenses

    total $88,084 · program services $20,437 · management and general $1,381 · fundraising $66,266

  • 16 · Occupancy

    total $70,866 · program services $52,441 · management and general $3,543 · fundraising $14,882

  • 22 · Depreciation, depletion and amortization

    total $32,657 · program services $24,166 · management and general $1,633 · fundraising $6,858

  • 23 · Insurance

    total $18,804 · program services $13,915 · management and general $940 · fundraising $3,949

  • 24a · Other expenses: PROGRAMS

    total $178,073 · program services $160,107 · management and general $0 · fundraising $17,966

  • 24b · Other expenses: DUES & MEMBERSHIPS

    total $100,607 · program services $66,400 · management and general $15,091 · fundraising $19,116

  • 24c · Other expenses: SCHOLARSHIPS

    total $68,100 · program services $68,100 · management and general $0 · fundraising $0

  • 24d · Other expenses: PROFESSIONAL FEES

    total $61,980 · program services $40,907 · management and general $9,297 · fundraising $11,776

  • 24e · All other expenses

    total $68,693 · program services $35,175 · management and general $1,899 · fundraising $31,619

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $2,027,160 · end of year $2,799,679

  • 3 · Pledges and grants receivable

    beginning of year $76,574 · end of year $125,958

  • 7 · Other notes and loans receivable

    beginning of year $71,183 · end of year $59,183

  • 9 · Prepaid expenses and deferred charges

    beginning of year $9,031 · end of year $6,314

  • 10a · Land, buildings and equipment: cost or other basis

    $924,478

  • 10b · Land, buildings and equipment: accumulated depreciation

    $609,399

  • 10c · Land, buildings and equipment, net

    beginning of year $347,736 · end of year $315,079

  • 12 · Investments: other securities

    beginning of year $22,419,650 · end of year $25,801,406

  • 15 · Other assets

    beginning of year $766,624 · end of year $810,191

  • 17 · Accounts payable and accrued expenses

    beginning of year $540,290 · end of year $397,192

  • 18 · Grants payable

    beginning of year $1,436,995 · end of year $2,168,840

  • 25 · Other liabilities

    beginning of year $1,258,088 · end of year $2,178,389

  • 27 · Net assets without donor restrictions

    beginning of year $5,955,759 · end of year $7,244,202

  • 28 · Net assets with donor restrictions

    beginning of year $16,526,826 · end of year $17,929,187

Mission and programs · 2023

Mission

THE JEWISH FEDERATION OF MIDDLESEX AND MONMOUTH COUNTIES, A NJ NON-PROFIT CORPORATION, ALSO KNOWN AS THE JEWISH FEDERATION IN THE HEART OF NEW JERSEY, 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.

Activities or mission (Part I)

CENTRAL COORDINATING AGENCY FOR THE JEWISH COMMUNITY IN MIDDLESEX & MONMOUTH COUNTIES, NJ.

  • FUND VARIOUS JEWISH PROGRAMS TO ENGAGE AND SUPPORT THE JEWISH COMMUNITY.

    Expenses $513,215

  • CREATE A JEWISH LEGACY 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, AND ADULT COMMUNITIES.

    Expenses $596,730 · Grants $352,133

  • FEDERATION PROVIDES FUNDING TO OTHER ORGANIZATIONS FOR PROGRAMS THAT BENEFIT THEIR TARGET COMMUNITY. SITE VISITS ARE CONDUCTED TO MONITOR PERFORMANCE, INCLUDING ATTENDANCE AT BOARD MEETINGS TO ARTICULATE FEDERATION PHILOSOPHY AND POLICY, AND TO REMAIN INFORMED ABOUT UPDATES AT THE ORGANIZATIONS.

    Expenses $1,762,293 · Grants $1,471,090

  • MARKETING AND PUBLIC RELATIONS INCLUDING WRITTEN MATERIALS, SOCIAL MEDIA EXPOSURE, AND DIRECT MAILINGS TO PROMOTE OUR PROGRAMS.

    Expenses $282,369

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Murray Katz

    PRESIDENT

    Total calculated
    $0
    Hours/week
    10

  • Cheryl Markbreiter

    FIRST VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    5

  • Jeffrey Schwartz

    SECOND VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    5

  • Elise Feldman

    THIRD VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    5

  • Carol Kominsky

    TREASURER

    Total calculated
    $0
    Hours/week
    5

  • Sheryl Grutman

    SECRETARY

    Total calculated
    $0
    Hours/week
    5

  • Marcia Schwartz

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Ken Philmus

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Kristyn Mednik

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Joel Krinsky

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Adrienne Ross

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Alex Kemeny

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Bonnie Leff

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Susan Antman

    EXECUTIVE DIRECTOR

    Total calculated
    $252,982
    From this org
    $226,692
    From related orgs
    $0
    Other
    $26,290
    Hours/week
    36

    Schedule J breakdown matched by us

    Base
    $200,000
    Bonus
    $19,000
    Other
    $7,692
    Deferred
    $14,224
    Nontaxable benefits
    $12,066
    Filer's total
    $252,982

  • Elwood Class

    DIRECTOR OF FINANCE & ADMINISTRATION

    Total calculated
    $121,308
    From this org
    $120,000
    From related orgs
    $0
    Other
    $1,308
    Hours/week
    36

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 4B
SUSAN ANTMAN, EXECUTIVE DIRECTOR, PARTICIPATED IN A 457(B) DEFERRED COMPENSATION PLAN IN ADDITION TO THE QUALIFIED PROFIT SHARING PLAN. EMPLOYER CONTRIBUTIONS TOTALING $950, REPRESENTING OF .44% OF HER COMPENSATION, WAS MADE INTO THE 457(B) PLAN ON HER BEHALF.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

  • JEWISH FAMILY SERVICE (JFS)

    $274,921

    ALLOCATION IS USED TO OFFSET LOSSES IN BOTH SOCIAL SERVICE FOR JEWISH CLIENTS & CULTURAL PROGRAMMING

  • JEWISH FAMILY AND CHILDREN SERVICES

    $113,625

    VARIOUS PROGRAMSGRANT IS USED TO PROVIDE FOOD, COUNSELING, HOME CARE ASSISTANCE, SOCIALIZATION AND OTHER SERVICES

  • RABBI PESACH RAMON YESHIVA

    $100,349

    EDUCATIONAL PROGRAM SUPPORT

  • THE HEBREW ACADEMY

    $52,080

    EDUCATIONAL PROGRAM SUPPORT

  • JCC COMMUNITY CENTER

    $36,000

    ALLOCATION IS USED TO OFFSET LOSSES IN BOTH JEWISH CULTURAL PROGRAMMING & SENIOR ADULT PROGRAMS

  • NETIVOT

    $32,859

    EDUCATIONAL PROGRAM SUPPORT

  • JSS AGENCY

    $32,760

    GRANT IS USED TO PROVIDE FOOD, RENT ASSISTANCE, UTILITY PAYMENT ASSISTANCE, AND OTHER ESSENTIAL NEEDS TO THE MOST VULNERABLE PEOPLE IN OUR COMMUNITY

  • FRIENDSHIP CIRCLE

    $25,764

    SOCIALIZATION AND CAMP PROGRAM SUPPORT

  • AXELROD PERFORMING ARTS CENTER

    $10,924

    ALLOCATION IS USED TO OFFSET LOSSES IN JEWISH CULTURAL PROGRAMS

  • RUTGERS HILLEL

    $9,604

    PROGRAMMING FOR JEWISH COLLEGE STUDENTS

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2023
Filed
30 September 2024
IRS schema version
2023v5.1
Source object
202442779349300404

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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