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Nonprofiteer
← LJD JFCS FOUNDATION INC

Form 990 for tax year 2023

Filed by LJD JFCS FOUNDATION INC.

Totals

Total revenue
$829,043
Total expenses
$43,216
Contributions and grants received
$555,000
Grants paid
$0
Program service revenue
$0
Investment income
$274,043
Other revenue
$0
Total assets, end of year
$7,573,288
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$7,573,288
Program services expenses (Part IX)
$43,216
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$43,216

Program services were 100.0% 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

    $555,000

  • 3 · Investment income

    total $274,043 · excluded $274,043

Functional expenses

Part IX, the statement of functional expenses.

  • 11f · Fees: investment management

    total $43,216 · program services $43,216

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $246,270 · end of year $239,214

  • 12 · Investments: other securities

    beginning of year $6,030,578 · end of year $7,334,074

  • 27 · Net assets without donor restrictions

    beginning of year $4,757,994 · end of year $5,279,519

  • 28 · Net assets with donor restrictions

    beginning of year $1,518,854 · end of year $2,293,769

Mission and programs · 2023

Mission

SEE SCHEDULE O. TO PROVIDE REASONABLE SUPPORT TO THE LJD JEWISH FAMILY & COMMUNITY SERVICES, INC. WITHOUT LIMITATION, IN SUPPORT OF THEIR MISSION TO STRENGTHEN THE ENTIRE COMMUNITY BY PROVIDING FAMILY AND INDIVIDUAL SOCIAL SERVICES IN THE JEWISH TRADITION OF HELPING PEOPLE HELP THEMSELVES.

Activities or mission (Part I)

SEE SCHEDULE O.THE MISSION OF THE LJD JFCS FOUNDATION, INC. IS TO PROVIDE OVERSIGHT, GUIDANCE, AND DISTRIBUTION OF FINANCIAL ASSETS FOR THE PURPOSE OF SUPPORTING THE MISSION OF THE LJD JEWISH FAMILY & COMMUNITY SERVICES, INC.

  • THE PRIMARY ACTIVITY OF THE LJD JFCS FOUNDATION, INC., IS TO HOLD AND INVEST THE INVESTMENT FUNDS OF THE LJD JEWISH FAMILY & COMMUNITY SERVICES, INC. THE LJD JFCS FOUNDATION, INC. INVESTS IN, RECEIVES, HOLDS, USES AND DISPOSES OF PROPERTY - REAL OR PERSONAL - AS MAY BE NECESSARY OR DESIRABLE TO CARRY INTO EFFECT THE PURPOSES OF THE LJD JEWISH FAMILY AND COMMUNITY SERVICES, INC. THE PURPOSES OF THE LJD JFCS FOUNDATION, INC. INCLUDE SUPPORTING EFFORTS TO STRENGTHEN THE ENTIRE COMMUNITY BY PROVIDING FAMILY AND INDIVIDUAL SERVICES, WITHOUT PREJUDICE, IN THE JEWISH TRADITION OF HELPING PEOPLE HELP THEMSELVES. THE LJD JEWISH FAMILY & COMMUNITY SERVICES, INC. SERVES NEARLY 40,000 CLIENTS.

    Expenses $43,216

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

Listed in Part VII

  • ANDREW CANTOR

    PRESIDENT

    Total calculated
    $0
    Hours/week
    0.38

  • STEPHEN GOLDMAN

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    0.38 + 0.38 related

  • MARC PREMINGER

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.38

  • JAMES LAWSON

    TREASURER

    Total calculated
    $0
    Hours/week
    0.38 + 0.76 related

  • CHRISTEN LUIKART

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.38 + 0.76 related

  • MATT RICKOFF

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.38 + 0.38 related

  • STEVE SHERMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.38 + 0.38 related

  • COLLEEN RODRIGUEZ

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $245,603
    From this org
    $0
    From related orgs
    $229,093
    Other
    $16,510
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $213,205 related
    Bonus
    $0 + $11,316 related
    Other
    $0 + $4,572 related
    Deferred
    $0 + $10,000 related
    Nontaxable benefits
    $0 + $6,510 related
    Filer's total
    $0 + $245,603 related

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

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 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 3
THE INDIVIDUAL WHO SERVES AS THE CHIEF EXECUTIVE OFFICER IS COMPENSATED BY THE LJD JEWISH FAMILY & COMMUNITY SERVICES, INC., A RELATED 501(C)(3) ORGANIZATION. THAT ORGANIZATION USES THE FOLLOWING TO ESTABLISH COMPENSATION FOR THE CHIEF EXECUTIVE OFFICER: COMPENSATION COMMITTEE, WRITTEN EMPLOYMENT CONTRACT AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.

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

No itemized grants to organizations on this return.

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.

Provenance

Return type
form_990
Tax year
2023
Filed
19 February 2025
IRS schema version
2023v6.0
Source object
202520519349301712

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