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Nonprofiteer
← JEWISH FEDERATION OF THE BERKSHIRES INC

Form 990 for tax year 2023

Filed by JEWISH FEDERATION OF THE BERKSHIRES INC.

Totals

Total revenue
$1,717,686
Total expenses
$1,747,099
Contributions and grants received
$1,597,841
Grants paid
$811,414
Program service revenue
$109,304
Investment income
$10,541
Other revenue
$0
Total assets, end of year
$4,023,374
Total liabilities, end of year
$64,825
Net assets or fund balances, end of year
$3,958,549
Program services expenses (Part IX)
$1,421,118
Management and general expenses
$124,408
Fundraising expenses
$201,573
Program service expenses (Part III)
$1,421,118

Program services were 81.3% 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

    $1,597,841

  • 2a · Program service revenue: PROGRAM FEES

    total $109,304 · related or exempt $109,304

  • 3 · Investment income

    total $54,758 · excluded $54,758

  • 7a · Gross sales of assets other than inventory

    securities $375,287

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

    securities $419,504

  • 7c · Gain or loss

    securities -$44,217

  • 7d · Net gain or loss

    total -$44,217 · excluded -$44,217

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $811,414 · program services $811,414

  • 7 · Other salaries and wages

    total $484,876 · program services $336,094 · management and general $29,311 · fundraising $119,471

  • 10 · Payroll taxes

    total $38,984 · program services $27,092 · management and general $2,326 · fundraising $9,566

  • 11c · Fees: accounting

    total $34,765 · program services $9,837 · management and general $13,702 · fundraising $11,226

  • 11f · Fees: investment management

    total $18,268 · management and general $18,268

  • 11g · Fees: other

    total $32,664 · management and general $32,664

  • 13 · Office expenses

    total $9,418 · program services $4,722 · management and general $2,746 · fundraising $1,950

  • 14 · Information technology

    total $2,099 · management and general $1,041 · fundraising $1,058

  • 16 · Occupancy

    total $62,111 · program services $45,092 · management and general $7,916 · fundraising $9,103

  • 17 · Travel

    total $8,544 · program services $1,487 · management and general $3,285 · fundraising $3,772

  • 19 · Conferences, conventions and meetings

    total $6,650 · management and general $6,650

  • 22 · Depreciation, depletion and amortization

    total $3,199 · program services $2,217 · management and general $194 · fundraising $788

  • 23 · Insurance

    total $7,711 · program services $4,487 · management and general $1,417 · fundraising $1,807

  • 24a · Other expenses: PROGRAM SUPPLIES AND OTHE

    total $86,275 · program services $78,667 · management and general $1,826 · fundraising $5,782

  • 24b · Other expenses: FEES

    total $69,000 · program services $64,298 · fundraising $4,702

  • 24c · Other expenses: PRINTING AND GRAPHICS

    total $23,301 · program services $18,226 · fundraising $5,075

  • 24d · Other expenses: POSTAGE

    total $17,580 · program services $9,737 · management and general $1,758 · fundraising $6,085

  • 24e · All other expenses

    total $30,240 · program services $7,748 · management and general $1,304 · fundraising $21,188

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $82,112 · end of year $129,046

  • 2 · Savings and temporary cash investments

    beginning of year $1,182,347 · end of year $1,180,671

  • 3 · Pledges and grants receivable

    beginning of year $47,943 · end of year $77,037

  • 4 · Accounts receivable

    beginning of year $2,792 · end of year $597

  • 7 · Other notes and loans receivable

    beginning of year $340 · end of year $340

  • 9 · Prepaid expenses and deferred charges

    beginning of year $8,265 · end of year $6,790

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

    $97,058

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

    $88,704

  • 10c · Land, buildings and equipment, net

    beginning of year $11,553 · end of year $8,354

  • 11 · Investments: publicly traded securities

    beginning of year $2,316,958 · end of year $2,535,158

  • 15 · Other assets

    beginning of year $69,603 · end of year $85,381

  • 17 · Accounts payable and accrued expenses

    beginning of year $51,132 · end of year $60,928

  • 19 · Deferred revenue

    beginning of year $5,383 · end of year $3,897

  • 27 · Net assets without donor restrictions

    beginning of year $2,006,564 · end of year $2,183,223

  • 28 · Net assets with donor restrictions

    beginning of year $1,658,834 · end of year $1,775,326

Mission and programs · 2023

Mission

THE JEWISH FEDERATION OF THE BERKSHIRES CARES FOR THOSE IN NEED AND NURTURES AND SUSTAINS THE JEWISH COMMUNITY LOCALLY, IN ISRAEL AND AROUND THE WORLD TODAY AND FOR FUTURE GENERATIONS.

  • THE FEDERATION ALLOCATES FUNDS TO ITS AFFILIATE ORGANIZATIONS, OVERSEES NEEDS AND OTHER INITIATIVES AND ORGANIZATIONS IT DEEMS APPROPRIATE. DURING 2022, THE FEDERATION PRODUCED 91 EDUCATIONAL, CULTURAL, FAMILY, AND HOLIDAY PROGRAMS FOR THE COMMUNITY WITH OVER 5,300 ATTENDEES AND ENGAGED OVER 200 VOLUNTEERS. THE FEDERATION RECEIVED DONATIONS FROM OVER 1,100 DONORS AND ASSISTED 22 ORGANIZATIONS. CAMP AND ISRAEL TRAVEL SCHOLARSHIPS WERE AWARDED TO 38 CHILDREN AND TEENS.

    Expenses $654,220 · Grants $654,220

  • THE BERKSHIRE JEWISH VOICE NEWSPAPER UNITES THE COMMUNITY AND BROADENS SPIRITUAL, POLITICAL AND CULTURAL UNDERSTANDING THROUGH A MIX OF NEWS, EVENTS, OPINION AND DISCUSSION. DURING 2023, THE FEDERATION PUBLISHED 9 EDITIONS AND DISTRIBUTED 22,500 COPIES. THE FEDERATION ALSO DISTRIBUTED 4,000 COPIES OF THE BERKSHIRE JEWISH SUMMER GUIDE, A SUPPLEMENT OF THE BERKSHIRE JEWISH VOICE.

    Expenses $178,959 · Revenue $92,918

  • THE OLDER ADULT KOSHER HOT MEAL PROGRAM PROVIDES NUTRITIOUS MEALS, COMPANIONSHIP AND EDUCATIONAL STIMULATION FOR SENIORS AND THE HOMEBOUND EACH YEAR. THE PROGRAM INCLUDES KOSHER MEALS ON WHEELS DELIVERED, IN-PERSON COMMUNITY MEALS AND HOLIDAY CARE PACKAGES. DURING 2022, THE FEDERATION PROVIDED 3,600 MEALS AND 414 CARE PACKAGES FOR OLDER ADULTS.

    Expenses $124,629 · Revenue $16,386

  • THE JEWISH FEDERATION PROVIDES VARIOUS OTHER PROGRAMS AND SERVICES TO THE LOCAL JEWISH COMMUNITY INCLUDING SOCIAL SERVICES, EMERGENCY ASSISTANCE, JEWISH PROGRAMMING, COMMUNITY RELATIONS, THE BERKSHIRE B'NAI TZEDEK YOUTH FOUNDATION, VOLUNTEER PROGRAMS AND THE WOMEN'S FOUNDATION PROGRAMS.

    Expenses $463,310 · Grants $157,194

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

Listed in Part VII

  • Arlene Schiff

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Natalie Matus

    VICE PRESIDE

    Total calculated
    $0
    Hours/week
    1

  • Elisa Spungen Bildner

    VICE PRESIDE

    Total calculated
    $0
    Hours/week
    1

  • Judy Usow

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Stephanie Ilberg Lamm

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Elisa Schindler-Frankel

    IMMEDIATE PA

    Total calculated
    $0
    Hours/week
    1

  • Richard Slutzky

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Josh Cutler

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kathy Fraker

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jane Glaser

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jane Karlin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Leslie Kozupsky

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Stuart Masters

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Gail Orenstein

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Tom Sawyer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Michael Wasserman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Rabbi Barbara Cohen

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Audrey Weiner

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Amy Blumkin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Rebecca Cook-Dubin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Beryl Jolly

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Hank Maimin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Liz Miller

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jen Sacon

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Bob Sandor

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Dara Kaufman

    EXECUTIVE DI

    Total calculated
    $147,085
    From this org
    $131,000
    From related orgs
    $0
    Other
    $16,085
    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

Provenance

Return type
form_990
Tax year
2023
Filed
31 May 2024
IRS schema version
2023v5.0
Source object
202401849349301005

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