Form 990 for tax year 2023
Filed by JEWISH FEDERATION OF READING PENNSYLVANIA INC.
Totals
- Total revenue
- $1,543,459
- Total expenses
- $1,438,217
- Contributions and grants received
- $787,171
- Grants paid
- $376,367
- Program service revenue
- $128,119
- Investment income
- $72,279
- Other revenue
- $555,890
- Total assets, end of year
- $1,445,409
- Total liabilities, end of year
- $319,576
- Net assets or fund balances, end of year
- $1,125,833
- Program services expenses (Part IX)
- $1,196,763
- Management and general expenses
- $154,108
- Fundraising expenses
- $87,346
- Program service expenses (Part III)
- $1,196,763
Program services were 83.2% 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.
-
1a · Federated campaigns
$85,902
-
1b · Membership dues
$17,190
-
1f · All other contributions, gifts and grants
$684,079
-
1g · Noncash contributions included above
$127,227
-
2a · Program service revenue: PRESCHOOL
total $95,851 · related or exempt $95,851
-
2b · Program service revenue: VARIOUS PROGRAMMING
total $32,268 · related or exempt $32,268
-
3 · Investment income
total $34,099 · excluded $34,099
-
7a · Gross sales of assets other than inventory
securities $562,295
-
7b · Less cost or other basis and sales expenses
securities $524,115
-
7c · Gain or loss
securities $38,180
-
7d · Net gain or loss
total $38,180 · excluded $38,180
-
11a · Other revenue: FOUNDATION TRANSFERS
total $510,148 · related or exempt $510,148
-
11b · Other revenue: MANAGEMENT FEES
total $39,048 · related or exempt $39,048
-
11c · Other revenue: MISC INCOME
total $6,694 · related or exempt $6,694
-
11e · Other revenue, total
$555,890
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $376,367 · program services $376,367
-
5 · Compensation of officers, directors and key employees
total $125,000 · program services $59,500 · management and general $47,625 · fundraising $17,875
-
7 · Other salaries and wages
total $386,668 · program services $342,131 · management and general $12,895 · fundraising $31,642
-
8 · Pension plan contributions
total $8,315 · program services $706 · management and general $4,185 · fundraising $3,424
-
9 · Other employee benefits
total $13,617 · program services $13,617
-
10 · Payroll taxes
total $41,326 · program services $32,579 · management and general $4,811 · fundraising $3,936
-
11b · Fees: legal
total $1,845 · management and general $1,476 · fundraising $369
-
11c · Fees: accounting
total $53,310 · program services $27,287 · management and general $20,811 · fundraising $5,212
-
11f · Fees: investment management
total $3,864 · management and general $3,864
-
11g · Fees: other
total $14,625 · program services $14,625
-
13 · Office expenses
total $33,302 · program services $18,179 · management and general $9,074 · fundraising $6,049
-
14 · Information technology
total $23,540 · program services $10,439 · management and general $9,174 · fundraising $3,927
-
16 · Occupancy
total $108,335 · program services $78,846 · management and general $20,650 · fundraising $8,839
-
19 · Conferences, conventions and meetings
total $4,931 · program services $300 · management and general $4,307 · fundraising $324
-
22 · Depreciation, depletion and amortization
total $4,826 · management and general $3,861 · fundraising $965
-
23 · Insurance
total $26,495 · program services $24,484 · management and general $1,106 · fundraising $905
-
24a · Other expenses: EDUCATION PROGRAMS
total $72,160 · program services $72,160
-
24b · Other expenses: OTHER PROGRAMMING
total $59,155 · program services $58,664 · management and general $457 · fundraising $34
-
24c · Other expenses: JEWISH FAMILY SERVICES
total $35,170 · program services $35,170
-
24d · Other expenses: PRINTING AND ADVERTISIN
total $21,247 · program services $19,933 · management and general $788 · fundraising $526
-
24e · All other expenses
total $24,119 · program services $11,776 · management and general $9,024 · fundraising $3,319
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $717 · end of year $285
-
2 · Savings and temporary cash investments
beginning of year $105,150 · end of year $363,315
-
3 · Pledges and grants receivable
beginning of year $49,228 · end of year $100
-
4 · Accounts receivable
beginning of year $9,715 · end of year $8,585
-
9 · Prepaid expenses and deferred charges
beginning of year $18,050 · end of year $876
-
10a · Land, buildings and equipment: cost or other basis
$137,061
-
10b · Land, buildings and equipment: accumulated depreciation
$123,071
-
10c · Land, buildings and equipment, net
beginning of year $13,410 · end of year $13,990
-
11 · Investments: publicly traded securities
beginning of year $11,450,426 · end of year $1,057,764
-
15 · Other assets
beginning of year $6,383 · end of year $494
-
17 · Accounts payable and accrued expenses
beginning of year $176,165 · end of year $319,082
-
25 · Other liabilities
beginning of year $6,383 · end of year $494
-
27 · Net assets without donor restrictions
beginning of year $10,893,277 · end of year $1,125,733
-
28 · Net assets with donor restrictions
beginning of year $577,254 · end of year $100
Mission and programs · 2023
Mission
TO CULTIVATE A VIBRANT, HEALTHY JEWISH COMMUNITY, INSPIRE GREATER JEWISH IDENTITY, AND PROMOTE DEEPER UNDERSTANDING AND STRONGER CONNECTIONS BETWEEN JEWS AND NON-JEWS IN READING/BERKS COUNTY.
Activities or mission (Part I)
MANAGE AND FUND PROGRAMS LIKE JEWISH FAMILY SERVICES, JCC EVENTS AND ACTIVITIES AND RAISES FUNDS THROUGH AN ANNUAL CAMPAIGN THAT BENEFITS THE READING JEWISH COMMUNITY, ISREAL AND JEWISH PEOPLE AROUND THE WORLD.
-
COMMUNITY RELATIONS, LEADERSHIP DEVELOPMENT COMMITTEE, JEWISH FAMILY SERVICE AND SPECIFIC ASSISTANCE PROGRAMS INCLUDING: GRATZ HEBREW HIGH SCHOOL OF READING (A CHAPTER PROGRAM OFFERED TO ANY JEWISH CHILD IN THE AREA), PJ LIBRARY (PROVIDES JEWISH THEMED BOOKS TO CHILDREN 6 MONTHS THROUGH 8 YEARS; SERVED AT LEAST 60 HOUSEHOLDS) AND SERVING THE FOOD PANTRY (SERVES HUNDREDS OF JEWISH FAMILIES EACH MONTH; INCLUDES AN EMERGENCY FOOD PANTRY).
Expenses $263,723 · Grants $1,084
-
OTHER PROGRAMS- INCLUDING BUT NOT LIMITED TO COMMUNITY PARTNERSHIPS WITH AREA COLLEGES AND UNIVERSITIES AND THE SHARED INITIATIVE WITH THE HOLOCAUST LIBRARY RESOURCE CENTER AT ALBRIGHT COLLEGE.
Expenses $787,556 · Grants $375,283 · Revenue $32,268
-
THE LAKIN PRESCHOOL PROVIDES PRESCHOOL AND EDUCATIONAL PROGRAMMING FOR TODDLERS AGE 2 TO CHILDREN IN PREK PLUS UP TO AGE 6.
Expenses $145,484 · Revenue $95,851
As filed on the 2023 return.
Listed in Part VII
-
SHEILA BORNSTEIN
CHAIRPERSON
- Total calculated
- $0
- Hours/week
- 1
-
JENNIFER KOOSED
1ST VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
SUE WILSON
2ND VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
PAUL SCHWARTZ
DIRECTOR/TREASURER BEGINNING JULY
- Total calculated
- $0
- Hours/week
- 1
-
DEBBIE GOLDBERG
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
JAMES ROTHSTEIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
JACOB GURWITZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
LUBA KARCHEVSKY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MICHELE LEISAWITZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
DR IRV EHRLICH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
RONALD BERMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
JESSICA LEISAWITZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
LEAH ROTENBERG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
JONATHAN AVINS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
RABBI YOSEF LIPSKER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
CANTOR TED PROSNITZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
RABBI BRIAN MICHELSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
HAIA MAZUZ
CHAIR THRU JUNE/IMMEDIATE PAST CHAIR BEGIN JULY
- Total calculated
- $0
- Hours/week
- 1
-
SUE FARRARA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
JONATHAN SIMON
DIRECTOR THRU JUNE
- Total calculated
- $0
- Hours/week
- 1
-
ROBERT CASTER
IMMEDIATE PAST CHAIR THRU MARCH
- Total calculated
- $0
- Hours/week
- 1
-
RADENE GORDON BECK
TREASURER THRU JUNE
- Total calculated
- $0
- Hours/week
- 1
-
BRIAN CHARTOCK
PRESIDENT/CEO
- Total calculated
- $125,000
- From this org
- $125,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
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.
Grants on this return
-
SUPPORT THE COMMUNITY SURROUNDING THE ORGANIZATION
-
REFORM CONGREGATION OHEB SHOLOM
$20,000
TO ENHANCE SECURITY DUE TO THE WAR IN ISRAEL
-
CHABAD LUBAVITCH OF BERKS COUNTY
$10,000
TO ENHANCE SECURITY DUE TO THE WAR IN ISRAEL
-
SUPPORT THE COMMUNITY SURROUNDING THE ORGANIZATION
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
THE FOUNDATION FOR THE JEWISH FEDERATION OF READING
501(C)(3) · TO SUPPORT THE JEWISH FEDERATION OF READING, PA, INC. · PA · controlled entity
Directly controlled by JEWISH FEDERATION OF READING PA INC
Assets distributed on this return
Schedule N, as filed: what the organization did with its assets when it liquidated or dissolved, or disposed of more than a quarter of them, and who received them. A recipient with an EIN is usually a successor organization; filers also list expenses such as legal fees here.
-
Disposition · CASH AND INVESTMENTS · Jan 25, 2023 · 501 (C)(3)
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 6 September 2024
- IRS schema version
- 2023v5.1
- Source object
- 202432509349300433
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