JEWISH FEDERATION OF ORANGE COUNTY: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- JEWISH FEDERATION OF ORANGE COUNTY (EIN 95-2407026)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-09-17
- IRS object ID
- 202412629349300001
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-09-17T23:29:48-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953001179 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINDES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2050 MAIN ST STE 1300 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92614 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 952407026 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWISH FEDERATION OF ORANGE COUNTY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JEWI | BusinessNameControlTxt |
| Phone | 9494353484 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 FEDERATION WAY 210 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92603 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ERIK LUDWIG | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 9494353484 | PhoneNum |
| Signature | 2024-09-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ELEANOR A LIVINGSTON CPA MST | PreparerPersonNm |
| PTIN | P00226461 | PTIN |
| Phone | 9498529433 | PhoneNum |
| Preparation | 2024-09-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ERIK LUDWIG | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 FEDERATION WAY 210 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92603 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,132,413 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.JEWISHORANGECOUNTY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1966 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | AMPLIFY JEWISH LIFE AND SUSTAIN THE JEWISH FUTURE IN ORANGE COUNTY, ISRAEL, AND AROUND THE WORLD. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 23 | TotalEmployeeCnt |
| Total Volunteers | 192 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,730,885 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,746,752 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $206,615 | PYInvestmentIncomeAmt |
| CY Investment Income | $229,300 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$76,937 | PYOtherRevenueAmt |
| CY Other Revenue | -$8,647 | CYOtherRevenueAmt |
| PY Total Revenue | $4,860,563 | PYTotalRevenueAmt |
| CY Total Revenue | $5,967,405 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,339,674 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,638,140 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,773,829 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,844,435 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $243,230 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,304,189 | PYOtherExpensesAmt |
| CY Other Expenses | $859,760 | CYOtherExpensesAmt |
| PY Total Expenses | $4,417,692 | PYTotalExpensesAmt |
| CY Total Expenses | $4,342,335 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $442,871 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,625,070 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $12,101,865 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,988,874 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,191,465 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $569,400 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $10,910,400 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $13,419,474 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | FEDERATION CONVENES, ENGAGES, AND LEADS THE ORANGE COUNTY JEWISH COMMUNITY AND ITS PARTNERS, LEVERAGES RESOURCES TO ENHANCE AND SUSTAIN JEWISH LIFE, ASSISTS JEWS IN NEED, AND MOBILIZES ON ISSUES OF CONCERN TO THE LOCAL JEWISH COMMUNITY, AND STRENGTHENS ITS BOND WITH ISRAEL AND JEWISH PEOPLE GLOBALLY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $546,272 | ExpenseAmt |
| Grant | $285,875 | GrantAmt |
| Desc | SERVING COMMUNITY MEMBERS IN NEEDHOLOCAUST SURVIVOR PROGRAM: 184 SURVIVORS WERE SERVED IN 2023 WITH INDIVIDUAL CASE MANAGEMENT; COMPENSATION FOR HOME CARE AND HOUSEKEEPING SERVICES; ASSISTANCE WITH RESTITUTION APPLICATIONS; EMERGENCY FINANCIAL AID; AND CAFE EUROPA, A SERIES OF SOCIAL EVENTS; ALL THROUGH JFEDOC'S PARTNERSHIP WITH JEWISH FAMILY SERVICE OF SAN DIEGO, SUPPORTED BY JFEDOC DONORS. ADULTS WITH DISABILITIES: IN 2023, 40 ADULTS WITH DISABILITIES WERE SERVED THROUGH THE JEREMIAH SOCIETY, A MONTHLY SOCIAL AND EDUCATIONAL PROGRAM; AND THROUGH JEWISH PROGRAMMING COORDINATED FOR RESIDENTS OF MANDEL HOUSE AND HORWITZ FAMILY HOUSE, GROUP HOMES ESTABLISHED BY JFEDOC IN 2014 AND 2017. THE GROUP HOMES WERE TRANSFERRED TO THE IRVINE COMMUNITY LAND TRUST IN 2021 AND JFEDOC CONTINUES TO PROVIDE JEWISH ENRICHMENT TO THE RESIDENTS OF THE HOMES THROUGH JEREMIAH SOCIETY AND IN-HOME JEWISH HOLIDAY CELEBRATIONS.LIFELINES ASSISTANCE: 455 ORANGE COUNTY HOUSEHOLDS WERE SERVED IN 2023 WITH SOLUTION-FOCUSED CASE MANAGEMENT, FINANCIAL ASSISTANCE FOR QUALIFIED CLIENTS, AND RESOURCE REFERRAL SERVICES TO AID CLIENTS IN NAVIGATING THE OFTEN COMPLEX NETWORK OF GOVERNMENT AND NONPROFIT SOCIAL SERVICE RESOURCES AVAILABLE TO THEM. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,112,415 | ExpenseAmt |
| Desc | PHILANTHROPY AND LEADERSHIP DEVELOPMENTIN 2023, 2,450 JFEDOC'S DONORS BENEFITED FROM PROGRAMS, EVENTS, VOLUNTEER OPPORTUNITIES, AND LEADERSHIP DEVELOPMENT AS WELL AS ONGOING COMMUNICATIONS ON LOCAL AND GLOBAL JEWISH ISSUES AND ACHIEVEMENTS. THE MAJORITY OF JFEDOC'S DONORS BENEFITING FROM THESE SERVICES WERE MEMBERS OF ITS SOLOMON SOCIETY AND WOMEN'S PHILANTHROPY. WOMEN'S PHILANTHROPY: 10 NEW MEMBERS WERE ELECTED TO THE 43-MEMBER WOMEN'S PHILANTHROPY (WP) COUNCIL. WP ALSO LAUNCHED THE CIRCLE IN 2023 AS A FORUM FOR CAREER-FOCUSED JEWISH WOMEN TO BUILD PROFESSIONAL NETWORKS, LEARN ABOUT JFEDOC, AND DEVELOP LEADERSHIP CONNECTIONS. SOLOMON SOCIETY: A NEW 17-MEMBER LEADERSHIP COUNCIL WAS ESTABLISHED IN 2023 TO ENHANCE THE IMPACT OF SOLOMON SOCIETY THROUGH OUTREACH, SOCIAL, AND VOLUNTEER PROGRAMS. THE GROUP LAUNCHED 15 EVENTS THROUGHOUT THE YEAR TO ENGAGE LIKE-MINDED MEN IN SERVICE, LEADERSHIP, AND PHILANTHROPY. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,352,265 | ExpenseAmt |
| Grant | $1,352,265 | GrantAmt |
| Desc | GRANTMAKINGISRAEL EMERGENCY CAMPAIGN: LAUNCHED IN THE IMMEDIATE AFTERMATH OF THE OCTOBER 7, 2023 ATTACKS ON ISRAEL, JFEDOC'S ISRAEL EMERGENCY CAMPAIGN ENGAGED OVER 1,000 DONORS WHO CONTRIBUTED SOME $1.04 MILLION FOR HUMANITARIAN RELIEF. BY YEAR-END, OVER $530,000 HAD BEEN DISTRIBUTED TO NONPROFIT PARTNERS IN ISRAEL PROVIDING TRAUMA AND MEDICAL CARE, HOUSING, AND OTHER CRITICAL SERVICES.TEEN ENGAGEMENT & WELLNESS INITIATIVE: 490 ORANGE COUNTY JEWISH TEENS BENEFITED FROM JFEDOC'S GRANTS UNDER THIS INITIATIVE TO SIX INNOVATIVE PROGRAMS OFFERED BY JFEDOC'S COMMUNITY PARTNERS. THE INITIATIVE ALSO PROVIDED A SERIES OF PROGRAMS TO BUILD A COMMUNITY OF PRACTICE AMONG ALL JEWISH YOUTH-SERVING PROFESSIONALS IN ORANGE COUNTY.PASSPORT TO JEWISH LIFE: 93 JEWISH STUDENTS IN GRADES 3-12 WERE ASSISTED BY JFEDOC PASSPORT GRANTS TO SUPPORT THEIR PARTICIPATION IN JEWISH SUMMER CAMP, MACCABI GAMES, ISRAEL-POLAND EXPERIENTIAL EDUCATION TRIPS, SUMMER YESHIVAS, AND OTHER IMMERSIVE JEWISH SUMMER PROGRAMS.WEISSMAN ARTS: 500+ COMMUNITY MEMBERS PARTICIPATED IN CELEBRATE ISRAEL @ 75, A COMMUNITY ARTS AND CULTURE FESTIVAL IN MAY CELEBRATING ISRAELI INDEPENDENCE DAY, SPONSORED BY A GRANT FROM JFEDOC'S WEISSMAN ARTS FUND.ROSE PROJECT: GRANTS FROM THE ROSE PROJECT SUPPORTED HILLEL ORANGE COUNTY, CHABAD AT UNIVERSITY OF CALIFORNIA, IRVINE, AND CHABAD AT CHAPMAN UNIVERSITY AND CALIFORNIA STATE UNIVERSITY, FULLERTON. APPROXIMATELY 1,440 STUDENTS AT THE UNIVERSITY CAMPUSES AND LOCAL COMMUNITY COLLEGES BENEFITED FROM REGULAR PROGRAMMING PROVIDED BY THESE JEWISH CAMPUS ORGANIZATIONS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $460,382 | ExpenseAmt |
| Desc | COMMUNITY RELATIONS AND ENGAGEMENTSOLIDARITY WITH ISRAEL: OVER 1,600 COMMUNITY MEMBERS PARTICIPATED IN A COMMUNITY GATHERING FOR ISRAEL THREE DAYS AFTER THE OCTOBER 7, 2023 ATTACK. SPEARHEADED BY JFEDOC, THE ASSEMBLY FEATURED PRESENTERS FROM 16 ORANGE COUNTY JEWISH INSTITUTIONS, THE CONSUL GENERAL OF ISRAEL, AND ELECTED OFFICIALS FROM COUNTY, STATE, AND FEDERAL GOVERNMENT. IN DECEMBER 2023, JFEDOC'S ANNUAL MEETING SPEAKERS INCLUDED AN ISRAELI FAMILY WHOSE LOVED ONES WERE KILLED OR KIDNAPPED ON OCTOBER 7, 2023.ROSE PROJECT: 3,698 STUDENTS AND EDUCATORS IN ORANGE COUNTY MIDDLE AND HIGH SCHOOLS LEARNED ABOUT JEWISH LIFE AND CULTURE THROUGH PEER PRESENTATIONS BY 54 JEWISH TEEN AMBASSADORS IN THE 2023 COHORT OF THE ROSE PROJECT'S STUDENT TO STUDENT INITIATIVE. PJ LIBRARY: IN 2023, 1,773 CHILDREN RECEIVED FREE JEWISH BOOKS (FOR AGES 0 TO 12) EACH MONTH. IN TOTAL, 20,244 BOOKS WERE DISTRIBUTED. MEANINGFUL AND EXCITING ACTIVITIES WERE ALSO PROVIDED FOR FAMILIES WITH THEIR CHILDREN AS WELL AS PARENT-ONLY PROGRAMS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $460,382 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $3,471,334 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 13 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 23 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ERIK LUDWIG | PersonNm |
| Phone | 9494353484 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 FEDERATION WAY 210 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92603 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| HEATHER KLINE | |||||||
| CHAIR OF THE BOARD | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| AMIR KAHANA | |||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BARRY GROSSMAN | |||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ANDREA ALFI | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ADAM MILLER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SHARON BECK | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NAOMI BLESOFSKY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DANIELLE BRONNER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JASON FELD | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROGER FRIEDMAN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVE KAUFMAN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BENTLEY KERR | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PETER MACDONALD | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANNA PUTTERMAN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PATTY SEYBURN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID SIEGEL | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LEN SIMON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STUART WOLFE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SAM WYMAN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ERIK LUDWIG | |||||||
| PRESIDENT & CHIEF EXECUTIVE OFFICER | 40.00 | Yes (X) | $282,513 | $0 | $46,863 | ||
| KATHLEEN MELLON | |||||||
| CHIEF ADMINISTRATIVE OFFICER | 40.00 | $128,954 | $0 | $23,030 | Yes (X) | ||
| STEPHANIE EPSTEIN | |||||||
| CHIEF PHILANTHROPY OFFICER | 40.00 | $126,110 | $0 | $6,172 | Yes (X) | ||
| ADINA KOSOFF | |||||||
| CONTROLLER | 40.00 | $144,385 | $0 | $5,854 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $681,962 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $81,919 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHAHAR GAL TOURS - HANDS ON ISRAEL | BusinessNameLine1Txt |
Contractor Address ContractorAddress
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 SAPIR STREET | AddressLine1Txt |
| City | PARDES HANA | CityNm |
| Country | IS | CountryCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | TRAVEL EXPENSES FOR GROUP MISSION/EVENT | ServicesDesc |
| Compensation | $184,700 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $68,702 | FundraisingAmt |
| Government Grants | $359,355 | GovernmentGrantsAmt |
| All Other Contributions | $5,318,695 | AllOtherContributionsAmt |
| Noncash Contributions | $342,069 | NoncashContributionsAmt |
| Total Contributions | $5,746,752 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $244,916 | TotalRevenueColumnAmt |
| Exclusion | $244,916 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $663,470 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $679,086 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$15,616 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$15,616 | TotalRevenueColumnAmt |
| Exclusion | -$15,616 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $469,226 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $68,702 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $485,922 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$16,696 | TotalRevenueColumnAmt |
| Exclusion | -$16,696 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $8,049 | TotalRevenueColumnAmt |
| Exclusion | $8,049 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $8,049 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,967,405 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $220,653 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,579,720 | TotalAmt |
| Program Services | $1,579,720 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,420 | TotalAmt |
| Program Services | $58,420 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $329,376 | TotalAmt |
| Program Services | $214,094 | ProgramServicesAmt |
| Management And General | $69,169 | ManagementAndGeneralAmt |
| Fundraising | $46,113 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,282,976 | TotalAmt |
| Program Services | $833,935 | ProgramServicesAmt |
| Management And General | $269,425 | ManagementAndGeneralAmt |
| Fundraising | $179,616 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,175 | TotalAmt |
| Program Services | $20,914 | ProgramServicesAmt |
| Management And General | $6,757 | ManagementAndGeneralAmt |
| Fundraising | $4,504 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,072 | TotalAmt |
| Program Services | $53,347 | ProgramServicesAmt |
| Management And General | $17,235 | ManagementAndGeneralAmt |
| Fundraising | $11,490 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $117,836 | TotalAmt |
| Program Services | $76,593 | ProgramServicesAmt |
| Management And General | $24,746 | ManagementAndGeneralAmt |
| Fundraising | $16,497 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,466 | TotalAmt |
| Management And General | $4,466 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,904 | TotalAmt |
| Management And General | $50,904 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,734 | TotalAmt |
| Management And General | $46,734 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $287,417 | TotalAmt |
| Program Services | $170,342 | ProgramServicesAmt |
| Management And General | $60,057 | ManagementAndGeneralAmt |
| Fundraising | $57,018 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,091 | TotalAmt |
| Program Services | $6,956 | ProgramServicesAmt |
| Management And General | $2,666 | ManagementAndGeneralAmt |
| Fundraising | $1,469 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $166,325 | TotalAmt |
| Program Services | $94,145 | ProgramServicesAmt |
| Management And General | $35,478 | ManagementAndGeneralAmt |
| Fundraising | $36,702 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,355 | TotalAmt |
| Program Services | $20,576 | ProgramServicesAmt |
| Management And General | $3,249 | ManagementAndGeneralAmt |
| Fundraising | $6,530 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,277 | TotalAmt |
| Program Services | $10,580 | ProgramServicesAmt |
| Management And General | $3,418 | ManagementAndGeneralAmt |
| Fundraising | $2,279 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,499 | TotalAmt |
| Program Services | $19,174 | ProgramServicesAmt |
| Management And General | $6,195 | ManagementAndGeneralAmt |
| Fundraising | $4,130 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MISSION | $188,285 | $188,285 | ||
| CATERING | $118,079 | $78,980 | $1,710 | $37,389 |
| LICENSES AND FEES | $103,166 | $63,822 | $16,304 | $23,040 |
| COMMUNITY DEVELOPMENT A | $99,691 | $94,894 | $2,572 | $2,225 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$292,529 | TotalAmt |
| Program Services | -$113,443 | ProgramServicesAmt |
| Management And General | $6,686 | ManagementAndGeneralAmt |
| Fundraising | -$185,772 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,342,335 | TotalAmt |
| Program Services | $3,471,334 | ProgramServicesAmt |
| Management And General | $627,771 | ManagementAndGeneralAmt |
| Fundraising | $243,230 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,329,639 | BOYAmt |
| EOY | $1,960,480 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $935,766 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $492,722 | BOYAmt |
| EOY | $520,761 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,785 | BOYAmt |
| EOY | $52,016 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $153,994 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $142,021 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,039 | BOYAmt |
| EOY | $11,973 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,374,223 | BOYAmt |
| EOY | $4,554,120 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,853,457 | BOYAmt |
| EOY | $5,953,758 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,101,865 | BOYAmt |
| EOY | $13,988,874 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $832,110 | BOYAmt |
| EOY | $569,400 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $359,355 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,191,465 | BOYAmt |
| EOY | $569,400 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$1,304,701 | BOYAmt |
| EOY | -$586,766 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,215,101 | BOYAmt |
| EOY | $14,006,240 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,910,400 | BOYAmt |
| EOY | $13,419,474 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,101,865 | BOYAmt |
| EOY | $13,988,874 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,625,070 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $297,900 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $586,104 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,814,634 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,599,734 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,882,311 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,730,885 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,746,752 | CurrentTaxYearAmt |
| Total | $26,774,316 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,814,634 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,599,734 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,882,311 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,730,885 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,746,752 | CurrentTaxYearAmt |
| Total | $26,774,316 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,879,771 | SubstantialContributorsTotAmt |
| Public Support Total170 | $23,894,545 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $138,551 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $233,168 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $419,673 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $206,615 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $244,916 | CurrentTaxYearAmt |
| Total | $1,242,923 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,698 | CurrentTaxYearMinus4YearsAmt |
| Total | $1,698 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $34,826 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $153,309 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,470 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $36,317 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,049 | CurrentTaxYearAmt |
| Total | $237,971 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $28,256,908 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $13,405 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.84560 | PublicSupportCY170Pct |
| Public Support PY170 | 0.83050 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME - 2019 AMOUNT: $ 34,826. 2020 AMOUNT: $ 153,309. 2021 AMOUNT: $ 5,470. 2022 AMOUNT: $ 36,317. 2023 AMOUNT: $ 8,049. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,834,251 | BeginningYearBalanceAmt |
| Contributions | $797,624 | ContributionsAmt |
| Investment Earnings Or Losses | $586,104 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $283,067 | GrantsOrScholarshipsAmt |
| End Year Balance | $5,934,912 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,004,194 | BeginningYearBalanceAmt |
| Contributions | $84,326 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,254,269 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $4,834,251 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,539,135 | BeginningYearBalanceAmt |
| Contributions | $53,529 | ContributionsAmt |
| Investment Earnings Or Losses | $411,530 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $6,004,194 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,214,883 | BeginningYearBalanceAmt |
| Contributions | $2,850,143 | ContributionsAmt |
| Investment Earnings Or Losses | $474,109 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $5,539,135 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,691,513 | BeginningYearBalanceAmt |
| Contributions | $342 | ContributionsAmt |
| Investment Earnings Or Losses | $523,028 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $2,214,883 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,540 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,011 | DepreciationAmt |
| Book Value | $5,529 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $146,454 | OtherCostOrOtherBasisAmt |
| Depreciation | $140,010 | DepreciationAmt |
| Book Value | $6,444 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $11,973 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| BENEFICIAL INTERESTS IN ASSETS HELD AT JCF AND BANK OF AMERICA | $5,934,912 |
| CEMETERY PLOTS | $15,000 |
| DONATED ASSETS | $3,500 |
| OTHER ASSETS | $346 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $5,953,758 | TotalBookValueOtherAssetsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $6,809,085 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $297,900 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $4,410 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $302,310 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,506,775 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $46,734 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$586,104 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$539,370 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,967,405 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,300,011 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $4,410 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $4,410 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,295,601 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $46,734 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $46,734 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,342,335 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE INITIAL ENDOWMENT IS INTENDED TO PROVIDE ONGOING SUPPORT FOR THE ORGANIZATION THROUGH AN ANNUAL DISTRIBUTION, AND MAY BE USED TO SUPPORT SIGNIFICANT OPERATING OR PROGRAM INITIATIVES THAT EXCEED THE PROJECTED ANNUAL BUDGET. OTHER ENDOWMENT FUNDS SET UP ACCORDING TO DONORS' DIRECTIONS ARE USED TO SUPPORT PROGRAMS SPECIFIED BY THE DONORS. |
| PART X, LINE 2: | THE ORGANIZATION IS EXEMPT FROM TAXATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE) AND THE CORRESPONDING PROVISION OF THE CALIFORNIA REVENUE AND TAXATION CODE AND IS GENERALLY NOT SUBJECT TO FEDERAL AND STATE INCOME TAXES. HOWEVER, THE ORGANIZATION IS SUBJECT TO INCOME TAXES ON ANY NET INCOME THAT IS DERIVED FROM A TRADE OR BUSINESS, REGULARLY CARRIED ON, AND NOT IN FURTHERANCE OF THE PURPOSES FOR WHICH IT WAS GRANTED EXEMPTION. IN ACCORDANCE WITH THE FINANCIAL ACCOUNTING STANDARDS BOARD'S (FASB'S) ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC NO. 740, UNCERTAINTY IN INCOME TAXES, JFEDOC RECOGNIZES THE IMPACT OF TAX POSITIONS IN THE FINANCIAL STATEMENTS IF THAT POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED ON AUDIT, BASED ON THE TECHNICAL MERITS OF THE POSITION. DURING THE YEAR ENDED DECEMBER 31, 2023, JFEDOC PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS AND DID NOT NOTE ANY MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR WHICH MIGHT HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY THE TAXING JURISDICTIONS. THE STATUTE OF LIMITATIONS FOR FEDERAL AND CALIFORNIA PURPOSES IS GENERALLY THREE AND FOUR YEARS, RESPECTIVELY. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF BENEFICIAL INTERESTS IN ASSETS HELD BY OTHERS -586,104. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | WOMEN'S VOICES | Event1Nm |
| Gross Receipts Event1 | $78,739 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $78,739 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $19,768 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $28,482 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $1,500 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $45,685 | OtherDirectExpensesEvent1Amt |
| Event2 | SOLOMON SOCIETY LATE NIGHT | Event2Nm |
| Gross Receipts Event2 | $223,833 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $61,324 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $162,509 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $19,789 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $36,631 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $45,000 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $61,089 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 5 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $235,356 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $7,378 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $227,978 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $2,500 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $24,407 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $2,220 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $198,851 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $537,928 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $68,702 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $469,226 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $42,057 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $89,520 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $48,720 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $305,625 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $485,922 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$16,696 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (18 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| JEWISH FEDERATIONS OF NORTH AMERICA INC | ||||||||
| 25 BROADWAY SUITE 1700 | NEW YORK | NY | 100041010 | 131624240 | 501(C)(3) | $959,114 | $0 | ISRAEL & OVERSEAS; FAIR SHARE |
| MERAGE JEWISH COMMUNITY CENTER OF ORANGE COUNTY | ||||||||
| 1 FEDERATION WAY STE 200 | IRVINE | CA | 92603 | 330016661 | 501(C)(3) | $61,850 | $0 | PASSPORTS CAMP GRANTS; ARTS GRANT; TEEN INITIATIVE GRANTS |
| CHABAD AT UCI | ||||||||
| 12 OXFORD | IRVINE | CA | 92612 | 330886313 | 501(C)(3) | $10,000 | $0 | ROSE PROJECT GRANT |
| HILLEL FOUNDATION OF ORANGE COUNTY | ||||||||
| 1 FEDERATION WAY SUITE 205 | IRVINE | CA | 92603 | 521844823 | 501(C)(3) | $70,000 | $0 | ROSE PROJECT GRANT; TEEN INITIATIVE GRANT |
| JEWISH FAMILY SERVICE OF SAN DIEGO | ||||||||
| 8804 BALBOA AVENUE | SAN DIEGO | CA | 92123 | 951644024 | 501(C)(3) | $207,500 | $0 | HOLOCAUST SURVIVOR PROGRAM |
| SILVER GAN ISRAEL DAY CAMP | ||||||||
| 14401 WILLOW LANE | HUNTINGTON BEACH | CA | 92647 | 842319589 | 501(C)(3) | $7,500 | $0 | PASSPORTS CAMP GRANTS |
| CAMP RAMAH | ||||||||
| 385 FAIRVIEW RD | OJAI | CA | 93023 | 951843131 | 501(C)(3) | $6,300 | $0 | PASSPORTS CAMP GRANTS |
| ORANGE COUNTY JEWISH COALITION FOR REFUGEES | ||||||||
| 1910 E 4TH STREET SUITE 100 | SANTA ANA | CA | 92705 | 952021700 | 501(C)(3) | $6,250 | $0 | UKRAINIAN REFUGEE RESETTLEMENT GRANT |
| CHABAD AT CHAPMAN UNIVERSITY | ||||||||
| 638 E COLLINS AVE | ORANGE | CA | 92870 | 813643001 | 501(C)(3) | $10,000 | $0 | ROSE PROJECT GRANT |
| ORANGE COUNTY MUSIC AND DANCE INC | ||||||||
| 17620 FITCH AVE STE 160 | IRVINE | CA | 92614 | 813275405 | 501(C)(3) | $10,000 | $0 | ZECHTER MUSIC FUND GRANT |
| HABONIM DROR CAMP GILBOA | ||||||||
| 5870 WEST OLYMPIC BLVD STE 224-226 | LOS ANGELES | CA | 90036 | 951929706 | 501(C)(3) | $25,000 | $0 | PASSPORTS CAMP GRANTS |
| JEWISH COMMUNITY RELATIONS COUNCIL | ||||||||
| 121 STEUART ST SUITE 301 | SAN FRANCISCO | CA | 94105 | 941156335 | 501(C)(3) | $15,000 | $0 | COMBATING ANTISEMITISM GRANT |
| FRIENDS OF ISRAELI SCOUTS-TZOFIM | ||||||||
| 575 8TH AVENUE 11TH FLOOR | NEW YORK | NY | 10018 | 133843506 | 501(C)(3) | $8,000 | $0 | PASSPORTS CAMP GRANTS |
| KAVOD | ||||||||
| 820 S MONACO PKWY STE 234 | DENVER | CO | 80224 | 475495289 | 501(C)(3) | $19,955 | $0 | HOLOCAUST SURVIVOR GRANT |
| JFCS OF LONG BEACH & WEST ORANGE COUNTY | ||||||||
| 3801 E WILLOW STREET | LONG BEACH | CA | 90815 | 952273033 | 501(C)(3) | $10,000 | $0 | REFUGEE GRANT |
| JEWISH EDUCATORS ASSOCIATION OF ORANGE COUNTY | ||||||||
| 269 LOMA AVENUE | LONG BEACH | CA | 90803 | 842794966 | 501(C)(3) | $50,000 | $0 | TEEN INITIATIVE GRANT |
| CONGREGATION B'NAI ISRAEL | ||||||||
| 2111 BRYAN | TUSTIN | CA | 92782 | 953680172 | 501(C)(3) | $25,000 | $0 | TEEN INITIATIVE GRANT |
| CHABAD JEWISH CENTER OF MISSION VIEJO | ||||||||
| 24041 MARGUERITE PARKWAY | MISSION VIEJO | CA | 92692 | 330673282 | 501(C)(3) | $50,000 | $0 | TEEN INITIATIVE GRANT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 19 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | LIFELINES: FINANCIAL SUPPORT FOR RENT, MORTGAGE, UTILITY, FOOD, AND HEALTH NEEDS. | GrantTypeTxt |
| Recipient | 81 | RecipientCnt |
| Cash Grant | $58,420 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION MAINTAINS RECORDS OF DECISIONS MADE BY GRANTMAKING COMMITTEES (COMMUNITY & ISRAEL GRANTS COMMITTEE, ROSE PROJECT, STRATEGIC PLANNING COMMITTEE) THAT INCLUDE MINUTES OF MEETINGS AT WHICH DECISIONS ARE MADE, AS WELL AS FINANCIAL STATEMENTS AND BUDGETS SUBMITTED BY GRANTEES AS PART OF THE APPLICATION PROCESS. ELIGIBILITY FOR GRANTS OR ASSISTANCE, AND SELECTION CRITERIA USED TO AWARD GRANTS OR ASSISTANCE, ARE DETERMINED BY THE GRANTMAKING COMMITTEES AND VARY BY PROGRAM. ALL GRANTEES MUST SUBMIT IRS TAX EXEMPTION DOCUMENTATION TO THE ORGANIZATION, AND GRANTEES SUBMIT YEAR-END REPORTS INCLUDING EVALUATION AND ASSESSMENT OF THE FUNDED PROGRAM'S SUCCESSES AND CHALLENGES. FOR PROGRAM GRANTS, REPORTS INCLUDE FINANCIAL COMPARISON OF PROPOSED VS. ACTUAL EXPENSES. FOR SCHOLARSHIP BLOCK GRANTS, REPORTS PROVIDE NAMES AND AMOUNTS GRANTED BY THE INSTITUTIONS TO INDIVIDUAL SCHOLARSHIP WINNERS. ANY SUBSTANTIAL CHANGES IN THE PROPOSAL OF THE PROJECT MUST BE APPROVED BY THE GRANT COMMITTEE. THE GRANT COMMITTEES ALSO CONDUCT SITE VISITS TO ASSESS FUNDED PROGRAMS. REPORTS ON ALL GRANTS ARE SHARED WITH THE EXECUTIVE COMMITTEE OF THE BOARD BY THE VARIOUS GRANTMAKING COMMITTEES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ERIK LUDWIG | ||||||||||||||
| PRESIDENT & CHIEF EXECUTIVE OFFICER | $268,348 | $0 | $0 | $0 | $14,165 | $0 | $9,057 | $0 | $37,806 | $0 | $329,376 | $0 | $0 | $0 |
| KATHLEEN MELLON | ||||||||||||||
| CHIEF ADMINISTRATIVE OFFICER | $128,954 | $0 | $0 | $0 | $0 | $0 | $5,144 | $0 | $17,886 | $0 | $151,984 | $0 | $0 | $0 |
| ADINA KOSOFF | ||||||||||||||
| CONTROLLER | $144,385 | $0 | $0 | $0 | $0 | $0 | $5,775 | $0 | $79 | $0 | $150,239 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 15 | ContributionCnt |
| Noncash Contributions Rpt F990 | $329,970 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | SUPPLIES | 18 | $9,699 | FMV |
| Yes (X) | EVENT REGISTRATION | 1 | $2,400 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE AMOUNT IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | ANY PERSON OF AGE 18 OR OVER, WHO SUBSCRIBES TO THE PURPOSES OF THE ORGANIZATION AND WHO HAS MADE A CONTRIBUTIONS OF $18 OR MORE TO THE ANNUAL CAMPAIGN DURING THE CURRENT OR PRECEDING CALENDAR YEAR SHALL BE A MEMBER OF THE ORGANIZATION FOR THE CURRENT CALENDAR YEAR AND SHALL BE ENTITLED TO ONE VOTE AT ANY MEETING OF THE MEMBERS. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE MEMBERS ELECT THE GOVERNING BODY, THE BOARD OF DIRECTORS, PER THE BY-LAWS AT THE ANNUAL MEETING. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS MADE AVAILABLE TO THE BOARD OF DIRECTORS AND THE FINANCE COMMITTEE BEFORE FILING THE FORM 990 WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY IS REVIEWED, COMPLETED AND SIGNED BY BOARD MEMBERS AT THE BEGINNING OF EACH FISCAL YEAR AND WHEN A CONFLICT ARISES. EMPLOYEES REVIEW, COMPLETE AND SIGN THE CONFLICT OF INTEREST POLICY AT THE TIME OF HIRE. BOARD, COMMITTEE, AND STAFF MEMBERS ARE COVERED UNDER THE POLICY. ALL POTENTIAL CONFLICTS ARE DISCLOSED AND REVIEWED BY THE AUDIT COMMITTEE TO DETERMINE IF ONE SHOULD RECUSE THEMSELF, ABSTAIN FROM VOTING, AND/OR ANY OTHER LIMITATIONS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD DETERMINES COMPENSATION FOR THE CEO AND THIS IS DONE WITH EACH CONTRACT NEGOTIATION. SALARY SURVEYS/COMPARISONS ARE AVAILABLE FOR ALL CEO'S IN THE JEWISH FEDERATION SYSTEM, AND THESE ARE TAKEN INTO CONSIDERATION, ALONG WITH LOCAL COMPENSATION STUDIES. ONEOC CONDUCTS SALARY SURVEYS ANNUALLY AND THESE ARE USED TO REVIEW OTHER STAFF POSITIONS. |
| FORM 990, PART VI, SECTION C, LINE 18 | THE FORM 990 AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE JFEDOC WEBSITE. THE FORM 1023, GOVERNING DOCUMENTS, AND CONFLFICT OF INTEREST POLICY WERE AVAILABLE BUT NO SPECIFIC REQUESTS WERE MADE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | OTHER MANAGEMENT FEES: PROGRAM SERVICE EXPENSES 170,342. MANAGEMENT AND GENERAL EXPENSES 60,057. FUNDRAISING EXPENSES 57,018. TOTAL EXPENSES 287,417. |
| FORM 990, PART IX, LINE 24E | SUPPLIES: PROGRAM SERVICE EXPENSES 44,960. MANAGEMENT AND GENERAL EXPENSES 1,361. FUNDRAISING EXPENSES 14,252. TOTAL EXPENSES 60,573. EVENTS AND SPEAKERS: PROGRAM SERVICE EXPENSES 35,343. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 23,250. TOTAL EXPENSES 58,593. PRINTING AND GRAPHICS: PROGRAM SERVICE EXPENSES 20,225. MANAGEMENT AND GENERAL EXPENSES 1,713. FUNDRAISING EXPENSES 5,569. TOTAL EXPENSES 27,507. BAD DEBT EXPENSE: PROGRAM SERVICE EXPENSES 10,786. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 10,785. TOTAL EXPENSES 21,571. POSTAGE: PROGRAM SERVICE EXPENSES 8,666. MANAGEMENT AND GENERAL EXPENSES 1,148. FUNDRAISING EXPENSES 1,677. TOTAL EXPENSES 11,491. TELEPHONE: PROGRAM SERVICE EXPENSES 7,003. MANAGEMENT AND GENERAL EXPENSES 2,263. FUNDRAISING EXPENSES 1,508. TOTAL EXPENSES 10,774. DUES AND SUBSCRIPTIONS: PROGRAM SERVICE EXPENSES 1,500. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,500. EDUCATION AND PROFESSIONAL DEVELOPMENT: PROGRAM SERVICE EXPENSES 1,035. MANAGEMENT AND GENERAL EXPENSES 201. FUNDRAISING EXPENSES 148. TOTAL EXPENSES 1,384. FUNDRAISING EVENT EXPENSES: PROGRAM SERVICE EXPENSES -242,961. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES -242,961. TOTAL EXPENSES -485,922. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF BENEFICIAL INTERESTS IN ASSETS HELD BY OTHERS 586,104. |
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