Department of the Treasury Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
Attach to Form 990 or Form 990-EZ. See separate instructions. Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
JEWISH FEDERATION OF NORTHERN NEW JERSEY INC
Employer identification number
20-1195592
Part I
Reason for Public Charity Status
(All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
By checking this box, I certify that the organization is not controlled directly or indirectly by one or more disqualified persons other than foundation managers and other than one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2).
f
If the organization received a written determination from the IRS that it is a Type I, Type II, or Type III supporting organization, check this box
..................................................
g
Since August 17, 2006, has the organization accepted any gift or contribution from any of the following persons?
(i) A person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the supported organization?
................
11g(i)
(ii)
A family member of a person described in (i) above?
......................
11g(ii)
(iii)
A 35% controlled entity of a person described in (i) or (ii) above?
................
11g(iii)
h
Provide the following information about the supported organization(s).
(i) Name of supported organization
(ii) EIN
(iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions))
(iv) Is the organization in col. (i) listed in your governing document?
(v) Did you notify the organization in col. (i) of your support?
(vi) Is the organization in col. (i) organized in the U.S.?
(vii) Amount of monetary support
Yes
No
Yes
No
Yes
No
Total
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (Complete only if you checked the box on line 5, 7, or 8 of Part I or if the
organization failed to qualify under Part III. If the organization fails to
qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in)
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....
12,395,110
11,457,508
15,811,081
13,004,814
11,784,957
64,453,470
2
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......
0
3
The value of services or facilities furnished by a governmental unit to the organization without charge..
0
4
Total. Add lines 1 through 3
12,395,110
11,457,508
15,811,081
13,004,814
11,784,957
64,453,470
5
The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included
on line 1 that exceeds 2% of the amount shown on line 11, column (f)..
11,591,034
6
Public support. Subtract line 5 from line 4.
52,862,436
Section B. Total Support
Calendar year
(or fiscal year beginning in)
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
7
Amounts from line 4..
12,395,110
11,457,508
15,811,081
13,004,814
11,784,957
64,453,470
8
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...
712,042
415,086
218,110
325,431
656,042
2,326,711
9
Net income from unrelated business activities, whether or not the business is regularly carried on..
10,124
7,070
7,139
24,333
10
Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)..
39,754
40,307
80,061
11
Total support (Add lines 7 through 10).
66,884,575
12
Gross receipts from related activities, etc. (see instructions)
..................
12
3,243,693
13
First five years.
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here.................................................
Section C. Computation of Public Support Percentage
14
Public support percentage for 2013 (line 6, column (f) divided by line 11, column (f))
.........
14
79.035 %
15
Public support percentage for 2012 Schedule A, Part II, line 14
...............
15
74.243 %
16a
33 1/3% support test—2013.
If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization
.......................
b
33 1/3% support test—2012.
If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization
.....................
17a
10%-facts-and-circumstances test—2013.
If the organization did not check a box on line 13, 16a, or 16b, and line 14
is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain
in Part IV how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported
organization
.....................................................
b
10%-facts-and-circumstances test—2012.
If the organization did not check a box on line 13, 16a, 16b, or 17a, and line
15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here.
Explain in Part IV how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization
................................................
18
Private foundation.
If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions
.....................................................
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2) (Complete only if you checked the box on line 9 of Part I or if the organization
failed to qualify under Part II. If the organization fails to qualify under
the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in)
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2
Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......
3
Gross receipts from activities that are not an unrelated trade or business under section 513..
4
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5
The value of services or facilities furnished by a governmental unit to the organization without charge..
6
Total. Add lines 1 through 5.
7a
Amounts included on lines 1, 2, and 3 received from disqualified persons...
b
Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c
Add lines 7a and 7b..
8
Public support (Subtract line 7c from line 6.)
Section B. Total Support
Calendar year (or fiscal year beginning in)
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
9
Amounts from line 6...
10a
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
b
Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c
Add lines 10a and 10b.
11
Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.
12
Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)
..
13
Total support. (Add lines 9, 10c, 11, and 12.)..
14
First five years.
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here.............................................
Section C. Computation of Public Support Percentage
15
Public support percentage for 2013 (line 8, column (f) divided by line 13, column (f))
.........
15
16
Public support percentage from 2012 Schedule A, Part III, line 15
...............
16
Section D. Computation of Investment Income Percentage
17
Investment income percentage for 2013 (line 10c, column (f) divided by line 13, column (f))
......
17
18
Investment income percentage from 2012 Schedule A, Part III, line 17
.............
18
19a
33 1/3% support tests—2013.
If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
........
b
33 1/3% support tests—2012.
If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
.....
20
Private foundation.
If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions
.....
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 4
Part IV
Supplemental Information.
Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
Explanation
Schedule A (Form 990 or 990-EZ) 2013
Additional Data
Software ID:
Software Version:
-
TIN:
SCHEDULE O (Form 990 or 990-EZ)
Department of the Treasury Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ
Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
JEWISH FEDERATION OF NORTHERN NEW JERSEY INC
Employer identification number
20-1195592
Return Reference
Explanation
Form 990, Part VI, Section B, Line 11B
Form 990 and all of the schedules are prepared by an outside Certfied public accounting firm, which annually audits the financial statements of the Jewish Federation of Northern New Jersey. The draft Form 990 is then reviewed by the finance staff at JFNNJ and then forward to members of the audit committee and board of trustees for their review. Schedule B was not provided for their review in order to respect the privacy of our major donors. After the comments and suggestions of the committee and board are addressed, the return is submitted to the US Tramieeasury.
Form 990, Part VI, Section B, Line 12C
Conflict of interest questionnaires are distributed to all members of the board of trustees, officers, board committee members, key employees and those employees in a position of management. the questionnaires are reviewed for issues of conflict and presented to the officers group of the board for determination whether there is a conflict and resolution. all new trustees or personnel complete a questionnaire upon assuming a new position. questionnaires are updated at the beginning of each new term or upon situational changes to board members or personnel. Because board positions are generally two years in length, bi-annual updates and reviews of board members have been appropriate.
From 990, part VI, Section B, Line 15
Under the auspices of the JFNNJ Board of trustees, the personnel committee, which is made up of volunteers and assisted by people with expertise in the area of executive compensation, reviews surveys and studies all pertinent information from other federations as a benchmark for the salary and benefits of all key employees. compensation changes are reviewed and authorized by the personnel committee. All changes are then approved by the JFNNJ board of trustees. See schedule J for additional information regarding the organization's review and approval process for key employees.
Form 990, Part VI, Section C, Line 19
Information is made available to the public upon request.
Form 990, Part XI, Reconcilation of net assets, line 9, other changes
Included as an other change in net assets is the change in value of the charitable gift annuties of $231,488.
Form 990, Part III, Line 4d, Program descriptions
Council on Older Adults - JFNNJ operates services for older adults by which the Federation directly supports local programs, including Cafa@Europa (a socialization program for Holocaust survivors), care and case management at Jewish Family Service of Bergen County and North Hudson and Jewish Family Service of North Jersey, congregate meal sites at Bergen County Y, a JCC, Daughters of Miriam Apartments and the Kaplan JCC on the Palisades supports home-delivery, through Kosher Meals-on-Wheels, which is coordinated by the two Jewish family services. In 2014 NEED NUMBEr, Kosher meals were served to community senior adults. Synagogue Leadership Initiative ("SLI") - is funded by a partnership between the Federation and the Henry and Marilyn TAub Foundation. It addresses shared challenges and opportunities through its many initatives and works with synagogue leaders (lay and professional) to transform synagogues, build communities and to create a dynamic Jewish future. SLI programs include Shalom Baby, which reaches out to young Jewish families, helping to socialize with other young jewish families and bring them closer to the organized jewish community. Synagogue Next and ATID (Addressing Transformative Innovation Design) in Jewish Education and other community outreach programs. In 2014, SLI is focusing on the areas of membership, financial sustainablitiy, change management and leadership. Jewish Educational Services ("JES") is dedicated to promoting and enhancing Jewish education in northern New Jersey. As part of Federation's Synagogue leadership initiative, JES acts as a catalyst for educational improvement and Jewish continuity. JES also offers the Florence Melton Adult Mini-school, working in close collaboration with a consortium of synagogues and JCC's. In cooperation with the foundation for Jewish Camps's One happy camper program, Federation provides incentive stipends to first-time campers at Jewish non-profit overnight camps. Hillel - JFNNJ supports the Hillel organization at four local college campuses, Ramapo College of New Jersey, Fairleigh Dickinson University/Metropolitan Campus, william paterson University and Bergen Community college. Hillel fosters Jewish identity, provides social activities, volunteer opportunities, educational programs, as well as Israel trip options, counseling services and a lending library for the more than 2,000 students who attend school at these four campuses. Kehillah Cooperative - is a group purchasing initiative that lowers costs, allowing its member institutions - day schools, synagogues, community centers and nursing homes - to spend less on overhead and more on mission. As of June 2014 - NEED NUMBER participating organizations have realized a savings of NEED NUMBER since the inception of the program in February 2010. the cooperative offers savings in the following areas: electric adn natural gas supply, shipping, office supplies, credit card processing, telecommunications, janitorial supplies, waste removal and a tax exempt bond program. Currently membership in the cooperative is available to agencies that serve the local jewish community. In the future, all northern New Jersey area non-profits can participate in the cooperative. Community Market Study - Community Market Study was a survey of the Jewish community within the catchment area with the goal of uncovering critical information that will serve to guide future programs and services of Federation. Berrie Leadership Initiatives - Berrie Leadership Initiatives are intensive programs ranging from 18 months to 3 years focusing on leadership skills and Jewish culture including an overview of the history and current challenges facing the northern New Jersey community. The program provides exposure to leading Jewish philanthropists and thinkers. Graduates of the program are expected to intensify their commitment to Jewish life and to assume significant leadership positions in the community and beyond. The program has expanded to include future philanthropists and professionals of Jewish agencies. Two Berrie Fellows, for example, have created the Klene-Up Krewe which brings groups to New Orleans to help that community rebuild from the devistation caused by Hurricane Katrina and its aftermath. There have been eleven trips to New Orleans to date. Chaplaincy and Pastorage - Provides chaplaincy services to area hospitals. One Happy Camper -
Form 990, Part III, Line 4B
Israel Engagement provides educational programming about Israel to schools and institutions in the community. IPC programs cover a range of topics and information about Israel to thousands of local residents. The Center coordinates Jewish Federation's signature Israel Culture and Film festival. IPC also manages adult Ulpan courses, beginner to advanced, which help hundreds of people improve their Hebrew language skills, whether to smooth the way to making Aliyah or for conversational purposes. IPC oversees Federations Partnership2Gether initiative, bringing members of northern New Jersey's Jewish community together with residents of Federation's sister city in northwestern Israel, Nahanya. the northern New Jersey-Nahanya relationship has built a strong connection between the two communities. There have been many wonderful exchanges between different segments of the communities including between first responders, artists, prosecutors, physicians and teachers.
Form 990, Part III, Line 4C
Jewish Community Relations council ("JCRC") serves as the Federation's public policy and advocacy arm. It provides a forum for discussion and action on issues of concern to the Jewish community with elected officials at all governmental levels. JCRC involves members of the Jewish community in social action initiatives and promotes mutual understanding and harmonious relations among northern New Jersey's diverse racial, religious, civic and ethnic groups. It strengthens Israel-Diaspora relations and engages in advocacy and education relating to Israel and world affairs, legislative priorities, coalition building, anti-Semitism, genocide, intra-Jewish dialogue and separation of religion and state.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.