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Nonprofiteer
← YOUNGSTOWN AREA JEWISH FEDERATION

Form 990 for tax year 2023

Filed by YOUNGSTOWN AREA JEWISH FEDERATION.

Totals

Total revenue
$17,961,152
Total expenses
$19,377,299
Contributions and grants received
$4,033,495
Grants paid
$476,235
Program service revenue
$13,314,385
Investment income
$3
Other revenue
$613,269
Total assets, end of year
$17,347,427
Total liabilities, end of year
$3,941,558
Net assets or fund balances, end of year
$13,405,869
Program services expenses (Part IX)
$17,182,545
Management and general expenses
$1,990,721
Fundraising expenses
$204,033
Program service expenses (Part III)
$17,182,545

Program services were 88.7% 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

    $85,000

  • 1c · Fundraising events

    $107,522

  • 1f · All other contributions, gifts and grants

    $3,840,973

  • 2a · Program service revenue: HERITAGE MANOR

    total $8,321,235 · related or exempt $8,321,235

  • 2b · Program service revenue: JEWISH COMMUNITY CENTER

    total $3,781,231 · related or exempt $3,781,231

  • 2c · Program service revenue: LEVY GARDENS

    total $1,032,083 · related or exempt $1,032,083

  • 2d · Program service revenue: JEWISH FAMILY SERVICES

    total $161,398 · related or exempt $161,398

  • 2e · Program service revenue: JEWISH JOURNAL

    total $17,823 · related or exempt $17,823

  • 2f · All other program service revenue

    total $615 · related or exempt $615

  • 3 · Investment income

    total $3 · excluded $3

  • 6a · Gross rents

    real property $20,780

  • 6b · Less rental expenses

    real property $6,231

  • 6c · Rental income or loss

    real property $14,549

  • 6d · Net rental income or loss

    total $14,549 · excluded $14,549

  • 8a · Fundraising events: gross income

    $47,981

  • 8a · Fundraising events: contributions included on line 1c

    $107,522

  • 8b · Fundraising events: direct expenses

    $46,359

  • 8c · Net income from fundraising events

    total $1,622 · excluded $1,622

  • 11a · Other revenue: MONEY MANAGER FEES

    total $516,317 · related or exempt $516,317

  • 11b · Other revenue: ADMINISTRATIVE SERVICES

    total $74,212 · excluded $74,212

  • 11c · Other revenue: MISCELLANEOUS INCOME

    total $6,569 · excluded $6,569

  • 11e · Other revenue, total

    $597,098

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $476,235 · program services $476,235

  • 5 · Compensation of officers, directors and key employees

    total $329,563 · management and general $329,563

  • 7 · Other salaries and wages

    total $9,414,942 · program services $8,440,536 · management and general $852,826 · fundraising $121,580

  • 8 · Pension plan contributions

    total $320,426 · program services $241,125 · management and general $72,325 · fundraising $6,976

  • 9 · Other employee benefits

    total $1,240,396 · program services $1,051,080 · management and general $177,589 · fundraising $11,727

  • 10 · Payroll taxes

    total $718,705 · program services $622,697 · management and general $82,793 · fundraising $13,215

  • 11b · Fees: legal

    total $11,119 · program services $10,155 · management and general $431 · fundraising $533

  • 11c · Fees: accounting

    total $68,212 · program services $35,104 · management and general $16,140 · fundraising $16,968

  • 11f · Fees: investment management

    total $124,074 · program services $99,748 · management and general $18,771 · fundraising $5,555

  • 11g · Fees: other

    total $708,342 · program services $601,303 · management and general $107,039

  • 12 · Advertising and promotion

    total $126,857 · program services $49,225 · management and general $77,632

  • 13 · Office expenses

    total $282,980 · program services $240,389 · management and general $36,285 · fundraising $6,306

  • 16 · Occupancy

    total $419,554 · program services $419,554

  • 17 · Travel

    total $157,544 · program services $102,458 · management and general $53,613 · fundraising $1,473

  • 22 · Depreciation, depletion and amortization

    total $1,159,182 · program services $1,086,514 · management and general $72,668

  • 23 · Insurance

    total $196,273 · program services $165,889 · management and general $19,899 · fundraising $10,485

  • 24a · Other expenses: PROGRAM SPECIFIC SERVIC

    total $885,532 · program services $818,424 · management and general $60,071 · fundraising $7,037

  • 24b · Other expenses: DIETARY COSTS

    total $781,068 · program services $781,068

  • 24c · Other expenses: MEDICAL AND DRUGS

    total $469,307 · program services $469,307

  • 24d · Other expenses: TAXES AND LICENSES

    total $369,135 · program services $369,098 · fundraising $37

  • 24e · All other expenses

    total $1,117,853 · program services $1,102,636 · management and general $13,076 · fundraising $2,141

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $267,887 · end of year $385,253

  • 3 · Pledges and grants receivable

    beginning of year $754,805 · end of year $378,513

  • 4 · Accounts receivable

    beginning of year $1,385,137 · end of year $2,091,291

  • 9 · Prepaid expenses and deferred charges

    beginning of year $81,968 · end of year $100,073

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

    $30,035,958

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

    $16,043,893

  • 10c · Land, buildings and equipment, net

    beginning of year $14,219,617 · end of year $13,992,065

  • 12 · Investments: other securities

    beginning of year $1,694,494 · end of year $124,068

  • 15 · Other assets

    beginning of year $3,419,237 · end of year $276,164

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,559,268 · end of year $1,824,457

  • 19 · Deferred revenue

    beginning of year $516,219 · end of year $433,827

  • 25 · Other liabilities

    beginning of year $4,925,642 · end of year $1,683,274

  • 27 · Net assets without donor restrictions

    beginning of year $14,822,016 · end of year $13,405,869

Mission and programs · 2023

Mission

THE MISSION OF THE YOUNGSTOWN AREA JEWISH FEDERATION IS TO SUSTAIN AND ENRICH THE QUALITY OF LIFE FOR THE JEWISH PEOPLE REGIONALLY, IN ISRAEL AND WORLDWIDE. WE ARE GUIDED BY THE VALUES OF TZEDKAH (RIGHTEOUSNESS), KLAL YISRAEL (THE RESPONSIBILITY OF EACH JEW FOR ANOTHER), DOR L'DOR (THE CONTINUITY OF THE JEWISH PEOPLE), AND TIKKUN OLAM (REPAIRING THE WORLD). TO ACCOMPLISH THIS MISSION, THE FEDERATION:1. IDENTIFIES AND ADDRESSES NEEDS THROUGH THE COORDINATION AND PROVISION OF SERVICES BY THE FEDERATION AND ITS AGENCIES, AND IN PARTNERSHIP WITH JEWISH ORGANIZATIONS AND CONGREGATIONS2. PERPETUATES JEWISH VALUES THROUGH EDUCATION, LEADERSHIP DEVELOPMENT, AND INVOLVEMENT IN JEWISH ACTIVITIES3. FOSTERS A SENSE OF UNITY IN THE JEWISH COMMUNITY4. PROMOTES AND PROTECTS THE CIVIC, ECONOMIC AND RELIGIOUS RIGHTS OF THE JEWISH PEOPLE5. RAISES AND ALLOCATES FUNDS.

Activities or mission (Part I)

THE MISSION OF THE YOUNGSTOWN AREA JEWISH FEDERATION IS TO SUSTAIN AND ENRICH THE QUALITY OF LIFE FOR THE JEWISH PEOPLE REGIONALLY, IN ISRAEL AND WORLDWIDE.

  • HERITAGE MANOR NURSING HOME PROVIDES GERIATRIC RESIDENTIAL CARE.

    Expenses $8,659,080 · Revenue $8,321,235

  • JEWISH COMMUNITY CENTER PROVIDES SOCIAL, RECREATIONAL, CULTURAL, PHYSICAL EDUCATION, NURSERY SCHOOL, DAY CARE, AND OTHER COMMUNITY SERVICES.

    Expenses $5,667,019 · Revenue $3,781,231

  • LEVY GARDENS PROVIDES ASSISTED LIVING HOUSING FOR SENIORS

    Expenses $1,128,507 · Revenue $1,032,083

  • JEWISH FAMILY SERVICES PROVIDES GENERAL SOCIAL CASE WORK AND GUARDIANSHIP.

    Expenses $922,363 · Revenue $161,398

  • JEWISH JOURNAL

    Expenses $107,148 · Revenue $17,823

  • JEWISH COMMUNITY RELATIONS COUNCIL

    Expenses $222,193 · Revenue $615

  • GRANTS AND ALLOCATIONS TO VARIOUS CHARITABLE ORGANIZATIONS FOR SPECIFIC PURPOSES.

    Expenses $476,235 · Grants $476,235

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

Listed in Part VII

  • Alice Franklin

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Amy Hendricks

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Andi Baroff

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Atty Michael Barr

    BOARD MEMBER/PRESIDENT ELECT

    Total calculated
    $0
    Hours/week
    1

  • Atty Peter Grinstein

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Atty Sam Shapiro

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Bruce Tamarkin

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Dr Nancy Wagner

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Lee Burdman

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Marc Rubin

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Mark Huberman

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Nancy Burnett

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Richard Marlin

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Suzyn Schwebel-Epstein

    IMMEDIATE PAST PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Wendy Weiss

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • William Benedikt

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Bruce Epstein

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Rachel Kay

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Ken Miller

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Sherri Pataki

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Jason Rubin

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Andrew Lipkin

    CEO

    Total calculated
    $205,147
    From this org
    $169,647
    From related orgs
    $0
    Other
    $35,500
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $169,647
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $35,500
    Filer's total
    $205,147

  • David Stauffer

    CFO

    Total calculated
    $194,017
    From this org
    $159,916
    From related orgs
    $0
    Other
    $34,101
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $159,916
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $34,101
    Filer's total
    $194,017

  • Denise Wolf

    EXECUTIVE DIRECTOR

    Total calculated
    $160,418
    From this org
    $139,266
    From related orgs
    $0
    Other
    $21,152
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $139,266
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $21,152
    Filer's total
    $160,418

  • Eric Murray

    EXECUTIVE DIRECTOR OF SENI

    Total calculated
    $180,066
    From this org
    $150,710
    From related orgs
    $0
    Other
    $29,356
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $150,710
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $29,356
    Filer's total
    $180,066

  • Lisa Michelle Long

    FINANCIAL RESOURCE DEVELOP

    Total calculated
    $123,673
    From this org
    $116,956
    From related orgs
    $0
    Other
    $6,717
    Hours/week
    40

  • Kenneth J Bielecki

    EXECUTIVE DIRECTOR JFCS

    Total calculated
    $153,563
    From this org
    $123,584
    From related orgs
    $0
    Other
    $29,979
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $123,584
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $29,979
    Filer's total
    $153,563

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 · Approval by the board or compensation committee

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

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

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
14 November 2024
IRS schema version
2023v5.1
Source object
202433199349312553

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