Civic Intelligence

Ithaca Area United Jewish Community Inc.

990 • Fiscal year 2015 • EIN 16-1604635

Mar 01, 2014 to Feb 28, 2015 • Filed on Jul 13, 2015

PO Box 4124Ithaca, NY 14852

(607) 273-4415

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

87th percentile

0.02x

Higher debt load relative to assets than 87% of similar nonprofits.

2015 filings • NTEE T • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

84th percentile

0.02x

Higher debt load relative to revenue than 84% of similar nonprofits.

2015 filings • NTEE T • $500k-$1M nonprofits • Source year 2015

Net Margin

91st percentile

86%

Higher net margin than 91% of similar nonprofits.

2015 filings • NTEE T • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • NTEE T • $500k-$1M nonprofits • Source year 2015

Asset Growth

98th percentile

778%

Faster asset growth than 98% of similar nonprofits.

2015 filings • NTEE T • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

95th percentile

519%

Faster revenue growth than 95% of similar nonprofits.

2015 filings • NTEE T • $500k-$1M nonprofits • Annualized from 2014 to 2015

Assets

Up

$570,128

Up $505,183 (+778%) from 2014

Net Assets

Up

$558,010

Up $507,824 (+1012%) from 2014

Liabilities

Down

$12,118

Down $2,641 (-18%) from 2014

Revenue

Up

$589,926

Up $494,625 (+519%) from 2014

Expenses

Down

$82,102

Down $12,796 (-13%) from 2014

Net Income

Up

$507,824

Up $507,421 (+125911%) from 2014

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.0M$500K$0Assets 2011: $57,917Liabilities 2011: $8,715Net Assets 2011: $49,2022011Assets 2012: $56,891Liabilities 2012: $8,672Net Assets 2012: $48,2192012Assets 2013: $59,311Liabilities 2013: $9,528Net Assets 2013: $49,7832013Assets 2014: $64,945Liabilities 2014: $14,759Net Assets 2014: $50,1862014Assets 2015: $570,128Liabilities 2015: $12,118Net Assets 2015: $558,0102015Assets 2016: $983,122Liabilities 2016: $5,587Net Assets 2016: $977,5352016Assets 2017: $983,969Liabilities 2017: $8,476Net Assets 2017: $975,4932017Assets 2018: $960,239Liabilities 2018: $7,072Net Assets 2018: $953,1672018Assets 2019: $891,665Liabilities 2019: $9,369Net Assets 2019: $882,2962019Assets 2020: $921,736Liabilities 2020: $5,109Net Assets 2020: $916,6272020Assets 2021: $907,875Liabilities 2021: $9,581Net Assets 2021: $898,2942021Assets 2022: $685,126Liabilities 2022: $7,648Net Assets 2022: $677,4782022Assets 2023: $684,319Liabilities 2023: $9,068Net Assets 2023: $675,2512023Assets 2024: $713,723Liabilities 2024: $9,175Net Assets 2024: $704,5482024

Highlighted filing

2015

Assets$570,128
Liabilities$12,118
Net Assets$558,010

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KRevenue 2011: $83,905Expenses 2011: $84,492Net Income 2011: -$5872011Revenue 2012: $71,846Expenses 2012: $72,829Net Income 2012: -$9832012Revenue 2013: $74,330Expenses 2013: $72,766Net Income 2013: $1,5642013Revenue 2014: $95,301Expenses 2014: $94,898Net Income 2014: $4032014Revenue 2015: $589,926Expenses 2015: $82,102Net Income 2015: $507,8242015Revenue 2016: $591,851Expenses 2016: $172,326Net Income 2016: $419,5252016Revenue 2017: $104,409Expenses 2017: $148,253Net Income 2017: -$43,8442017Revenue 2018: $113,395Expenses 2018: $152,831Net Income 2018: -$39,4362018Revenue 2019: $81,541Expenses 2019: $152,413Net Income 2019: -$70,8722019Revenue 2020: $121,170Expenses 2020: $153,408Net Income 2020: -$32,2382020Revenue 2021: $188,451Expenses 2021: $161,208Net Income 2021: $27,2432021Revenue 2022: $106,745Expenses 2022: $151,869Net Income 2022: -$45,1242022Revenue 2023: $78,353Expenses 2023: $157,534Net Income 2023: -$79,1812023Revenue 2024: $133,731Expenses 2024: $161,097Net Income 2024: -$27,3662024

Highlighted filing

2015

Revenue$589,926
Expenses$82,102
Net Income$507,824
Jump To
Filing Snapshot
Filing Period
Mar 1, 2014 to Feb 28, 2015
Signed
Jul 13, 2015
Return Version
2014v5.0
Gross Receipts
$589,926
Mission and Program Overview

Mission

Connect jewish people locally,

Connect jewish people locally, in israel and around the world.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities-$507,899-
Cash and Non-Interest-Bearing Accounts$42,518$40,273▼ $2,245
Savings and Temporary Cash Investments$21,927$21,956▲ $29
Accounts Receivable$500--
Total Assets$64,945$570,128▲ $505,183
Liabilities
Accounts Payable and Accrued Expenses$14,759$12,118▼ $2,641
Total Liabilities$14,759$12,118▼ $2,641
Net Assets / Fund Balance
Permanently Rstr Net Assets-$500,000-
Unrestricted Net Assets$50,186$58,010▲ $7,824
Total Net Assets Fund Balance$50,186$558,010▲ $507,824
Total Liabilities and Net Assets / Fund Balance$64,945$570,128▲ $505,183

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014-$500,000▲ $7,899-$507,899
Compensation and Service Providers

Board Members and Trustees

NameTitle
Marcia ZaxChair
Alan BlanksteinDirector
Ann ErlichDirector
Denice CassaroDirector
Howard ErlichDirector
John RosenthalDirector
Lesli SaganDirector
Marcus BrodyDirector
Marjorie HoffmanDirector
Richard EhrlichDirector
Sharon GlassDirector
Sherrie NegreaDirector
Tehia SeinfeldDirector
Hal OssmanEx-officio
Igor KhokhlovEx-officio
Naomi WilenskyEx-officio
Dovid BirkRabbi
Eli SilbersteinRabbi, Ex-officio
Scott GlassRabbi, Ex-officio
Jim RothenbergSecretary
Edward WeissmanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$581,997
Program Service Revenue
$0
Investment Income
$7,929
Other Revenue
$0
All Other Contributions
$581,997
Change in Net Assets
$507,824

Audited Revenue Reconciliation

Revenue per Audited Statements
$589,926
Total Revenue per Audited Statements
$589,926
Total Revenue per Form 990
$589,926
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$46,510
Grants and Similar Amounts Paid$35,592
Total Fundraising Expense$1,573
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates$41,710$0$0$41,710
Grants to Domestic Orgs$35,592--$35,592
Office Expenses$0$1,965$0$1,965
Other Expenses$0$0$1,573$1,573
Payment Travel Entrtnmnt Publicly Ofcl$1,262$0$0$1,262
Total Functional Expenses$78,564$1,965$1,573$82,102

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$82,102
Total Expenses per Audited Statements$82,102
Total Expenses per Form 990$82,102
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Jewish Federation of North AmericaNew York, NY-Donor Designations$40,435
Ithaca College HillelIthaca, NY-Support$7,500
Cornell HillelIthaca, NY-Support$6,000
Temple Beth-el Religious SchoolIthaca, NY-Support$5,500
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Ithaca Area United Jewish Community
EIN
16-1604635
Phone
6072734415
Address
PO BOX 4124, Ithaca, NY 14852

Signing Officer

Name
Edward Weissman
Title
Treasurer
Phone
6072734415
Signed
2015-07-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Marcia Zax
Formed
1948
Legal Domicile
Ny
Voting Board Members
16
Independent Board Members
15
Employees
0
Volunteers
25

Preparer

Firm
Engels Certified Public Accounting Pllc
Address
45 ATWATER ROAD, LANSING, NY 14882
Preparer
Jay Engels
Phone
6075331013
Supplemental Narrative

Additional Explanations

Pt VI, Line 19

Financial statements and conflict of interest information are available upon request.

Pt VI, Line 11B

No formal conflict of interest policy currently exists but board members annually fill out conflict of interest information.

Pt VI, Line 2

Two board members are a married couple.

Pt VII, Col (F)

Financial statements are reviewed and approved by entire board.

Form 990, Part III, Line 4D

Other program expenses 1000. 0. 300.

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IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt03555
IRS990/ProgSrvcAccomActy3Grp/GrantAmt03293
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt05464
IRS990/ProgSrvcAccomActyOtherGrp/Desc0OTHER PROGRAM EXPENSES
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt01000
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt0300
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt095264
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt081432
IRS990/PYInvestmentIncomeAmt037
IRS990/PymtTravelEntrtnmntPubOfclGrp/FundraisingAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/ManagementAndGeneralAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/ProgramServicesAmt01262
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt01262
IRS990/PYOtherExpensesAmt013466
IRS990/PYRevenuesLessExpensesAmt0403
IRS990/PYTotalExpensesAmt094898
IRS990/PYTotalRevenueAmt095301
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0507824
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt043393
IRS990/SavingsAndTempCashInvstGrp/BOYAmt021927
IRS990/SavingsAndTempCashInvstGrp/EOYAmt021956
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt081097
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt088213
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt074292
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt071462
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt083770
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0398834
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt030
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt037
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt036
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt060
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0135
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0298
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.92190
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.90920
IRS990ScheduleA/PublicSupportTotal170Amt0367971
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt030863
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt081097
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt088213
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt074292
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt071462
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt083770
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0398834
IRS990ScheduleA/TotalSupportAmt0399132
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.01560
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0500000
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0507899
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt07899
IRS990ScheduleD/ExpensesSubtotalAmt082102
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.98440
IRS990ScheduleD/RevenueSubtotalAmt0589926
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.00000
IRS990ScheduleD/TotalExpensesPerForm990Amt082102
IRS990ScheduleD/TotalRevenuePerForm990Amt0589926
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0589926
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt082102
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt06000
IRS990ScheduleI/RecipientTable/CashGrantAmt17500
IRS990ScheduleI/RecipientTable/CashGrantAmt240435
IRS990ScheduleI/RecipientTable/CashGrantAmt35500
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2DONOR DESIGNATIONS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CORNELL HILLEL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1ITHACA COLLEGE HILLEL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2JEWISH FEDERATION OF NORTH AMERICA
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3TEMPLE BETH-EL RELIGIOUS SCHOOL
IRS990ScheduleI/RecipientTable/RecipientEIN0150532082
IRS990ScheduleI/RecipientTable/RecipientEIN1150532204
IRS990ScheduleI/RecipientTable/RecipientEIN2131624240
IRS990ScheduleI/RecipientTable/RecipientEIN3160970265
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0HOLLISTER HALL 584
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1MULLER CHAPEL
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt225 BROADWAY
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3402 N TIOGA ST
IRS990ScheduleI/RecipientTable/USAddress/CityNm0ITHACA
IRS990ScheduleI/RecipientTable/USAddress/CityNm1ITHACA
IRS990ScheduleI/RecipientTable/USAddress/CityNm2NEW YORK
IRS990ScheduleI/RecipientTable/USAddress/CityNm3ITHACA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1NY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2NY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3NY
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd014850
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd114850
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd210004
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd314850
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FINANCIAL STATEMENTS AND CONFLICT OF INTEREST INFORMATION ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO FORMAL CONFLICT OF INTEREST POLICY CURRENTLY EXISTS BUT BOARD MEMBERS ANNUALLY FILL OUT CONFLICT OF INTEREST INFORMATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TWO BOARD MEMBERS ARE A MARRIED COUPLE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FINANCIAL STATEMENTS ARE REVIEWED AND APPROVED BY ENTIRE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OTHER PROGRAM EXPENSES 1000. 0. 300.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VII, Col (F)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part III, Line 4d
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt064945
IRS990/TotalAssetsEOYAmt0570128
IRS990/TotalAssetsGrp/BOYAmt064945
IRS990/TotalAssetsGrp/EOYAmt0570128
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0581997
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt01573
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01965
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt078564
IRS990/TotalFunctionalExpensesGrp/TotalAmt082102
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt014759

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.14$0.09$7.05$1.34$1.61$0.27
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.84$0.09$6.75$0.78$1.58$0.79
2022Detailed filing. Detailed filing data is available for this year.$6.85$0.08$6.77$1.07$1.52$0.45
2021Detailed filing. Detailed filing data is available for this year.$9.08$0.10$8.98$1.88$1.61$0.27
2020Detailed filing. Detailed filing data is available for this year.$9.22$0.05$9.17$1.21$1.53$0.32
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.92$0.09$8.82$0.82$1.52$0.71
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.60$0.07$9.53$1.13$1.53$0.39
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.84$0.08$9.75$1.04$1.48$0.44
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.83$0.06$9.78$5.92$1.72$4.20
2015Detailed filing. Detailed filing data is available for this year.$5.70$0.12$5.58$5.90$0.82$5.08
2014Detailed filing. Detailed filing data is available for this year.$0.65$0.15$0.50$0.95$0.95$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.59$0.10$0.50$0.74$0.73$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.57$0.09$0.48$0.72$0.73$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.58$0.09$0.49$0.84$0.84$0.01