2023-05-13T09:12:03-05:00 2022-06-30 941254756 HOOD & STRONG LLP 60 SO MARKET ST STE 200 SAN JOSE CA 95113 990 2021-07-01 770185734 OSHMAN FAMILY JEWISH COMMUNITY CENTER OSHM 6502238600 3921 FABIAN WAY PALO ALTO CA 94303 MARK HOLTZMAN CFO 6502238600 2023-05-12 1 MARK HOLTZMAN 999009999 MAGA E KISRIEV P01008919 4089988400 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z ZACHARY BODNER 3921 FABIAN WAY PALO ALTO CA 94303 27174716 0 X WWW.PALOALTOJCC.ORG X 1960 CA TO ENRICH LIVES, BUILD COMMUNITY, AND INSPIRE JEWISH JOURNEYS. 20 20 514 244 0 0 11414163 12117009 9009340 14121676 11521 22011 -503983 -238815 19931041 26021881 1094168 905160 0 0 12690459 16706165 0 0 1298991 8692381 10565487 22477008 28176812 -2545967 -2154931 122941507 118330298 43122671 40744894 79818836 77585404 X SEE SCHEDULE O 0 0 7556652 568246 5316074 EARLY CHILDHOOD EDUCATION PROGRAMS:THE EARLY CHILDHOOD DEPARTMENT AND PROGRAMS SERVES APPROXIMATELY 230 CHILDREN FROM THE AGES OF TWO YEARS TO FIVE YEARS. CLASSES ARE LED BY EARLY CHILDHOOD PROFESSIONALS WHO HELP PROVIDE OPPORTUNITIES FOR EACH CHILD TO WORK ON MASTERY OF THE PHYSICAL, INTELLECTUAL, SOCIAL, AND EMOTIONAL TASKS THAT ARE APPROPRIATE TO HIS OR HER INDIVIDUAL LEVEL OF DEVELOPMENT. TOT'S PROGRAMS ARE AVAILABLE FOR TODDLERS. PROGRAMS ALSO INCLUDE PARENT EDUCATION, AFTER SCHOOL ENRICHMENT PROGRAMS, EXTENDED DAY PROGRAMS FOR CHILDREN OF WORKING PARENTS AND FAMILY PROGRAMMING AT HOLIDAY TIMES. 6521297 0 4916077 FITNESS AND SPORTS PROGRAMS:THE OFJCC STRIVES TO ENHANCE FITNESS AND HEALTH FOR ALL BACKGROUNDS AND LEVELS IN OUR STATE-OF-THE-ART FACILITIES. THE FITNESS AND SPORTS PROGRAMS PROMOTE ACTIVE AND HEALTHY LIFESTYLES BY ENCOURAGING PHYSICAL ACTIVITY AND FOSTERING RELATIONSHIPS THROUGH SPORTS LEAGUES, SWIMMING PROGRAMS AND EXERCISE CLASSES FOR ALL AGES. CENTER MEMBERS MAY CHOOSE TO PARTICIPATE IN A PILATES CLASS, BRUSH UP ON THEIR STROKE WITH AN AQUATIC EXPERT OR DE-STRESS WITH MEDITATION, YOGA, OR MASSAGE. THE ON-SITE NUTRITIONIST, PHYSICAL THERAPIST AND PERSONAL TRAINERS PROVIDE LONG-TERM TOOLS THAT ALLOW INDIVIDUALS TO IMPROVE THEIR QUALITY OF LIFE. OVER 4,000 FAMILIES BELONG TO THE SPORTS AND WELLNESS CENTER. 2695006 187537 1464569 SUMMER CAMP - WEEKLY SUMMER CAMP SESSIONS FOR YOUTH. SOME ARE TARGETED SPECIAL FOCUS CAMP SESSIONS. APPROXIMATELY 725 CHILDREN ATTEND EACH SUMMER. 5808489 149377 2424956 OTHER PROGRAMMING:THE OSHMAN FAMILY JCC CONDUCTS SEVERAL OTHER TYPES OF PROGRAMS AND EVENTS, INCLUDING ISRAELI FOCUSED PROGRAMS, ARTS AND CULTURE EVENTS AND CONCERTS, HEBREW SCHOOL, SCHOOL FOR PERFORMING ARTS, AND A VARIETY OF COMMUNITY PROJECTS TO ENGAGE AND SUPPORT THE LOCAL JEWISH COMMUNITY. APPROXIMATELY 500 CHILDREN ARE SERVED. 5808489 149377 2424956 22581444 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 52 0 1 514 1 0 0 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 CA X MARK HOLTZMAN 6502238600 3921 FABIAN WAY PALO ALTO CA 94303 TALI RONIN BOARD CHAIR 1.00 X X 0 0 0 RIC RUDMAN PAST BOARD CHAIR 1.00 X X 0 0 0 RAYMOND STERN BOARD TREASURER 1.00 X X 0 0 0 SABRINA BRAHAM BOARD SECRETARY 1.00 X X 0 0 0 ADAM HEEGER BOARD MEMBER 1.00 X 0 0 0 ADAM TACHNER BOARD MEMBER 1.00 X 0 0 0 ANNE RUBIN BOARD MEMBER 1.00 X 0 0 0 BEN GOLUB BOARD MEMBER 1.00 X 0 0 0 CAROL SAAL BOARD MEMBER 1.00 X 0 0 0 GEORGE FARBER BOARD MEMBER 1.00 X 0 0 0 DAVID ROSENBERG BOARD MEMBER 1.00 X 0 0 0 ERAN SANDHAUS BOARD MEMBER 1.00 X 0 0 0 NATARA GAROVOY BOARD MEMBER 1.00 X 0 0 0 REINA RAMPELL BOARD MEMBER 1.00 X 0 0 0 LARRY KATZ BOARD MEMBER 1.00 X 0 0 0 LINDA KURZ BOARD MEMBER 1.00 X 0 0 0 MADELINE CHALEF BOARD MEMBER 1.00 X 0 0 0 REBECCA SHOMAIR BOARD MEMBER 1.00 X 0 0 0 SUZAN MILLER BOARD MEMBER 1.00 X 0 0 0 SANDRA SHPILBERG BOARD MEMBER 1.00 X 0 0 0 ZACHARY PHILIP BODNER CHIEF EXECUTIVE OFFICER 40.00 X 483069 0 59132 SALLY FLINCHBAUGH CHIEF OP OFFICER AND EXECUTIVE VP 40.00 X 258756 0 17475 MARK HOLTZMAN CHIEF FINANCIAL OFFICER 40.00 X 243367 0 7301 SETH LESLIE CHIEF DEVELOPMENT OFFICER 40.00 X 228680 0 14425 SALLY PORUSH CHIEF PEOPLE OFFICER 40.00 X 224992 0 7934 NATHANIEL BERGSON-MICHELSON CHIEF MARKETING OFFICER 40.00 X 200668 0 2814 YEVGENY VINOKUR IT DIRECTOR 40.00 X 149372 0 13025 TODD MILTON SR DIR, GOLDMAN SPTS AND WELLNESS 40.00 X 141143 0 7887 JOSHUA STEINHARTER SENIOR DIR, JCC MACCABI SPORTS CAMP 40.00 X 137097 0 3324 RAJPREET KAUR BADYAL CONTROLLER 40.00 X 128772 0 3856 RONIT JACOBS SENIOR DIRECTOR OF ICC 40.00 X 124469 0 0 2320385 0 137173 18 0 1 0 HIGHCOM SECURITY 1900 WEBSTER STREET B OAKLAND CA 94612 SECURITY SERVICES 687300 MENLO COLLEGE 1000 EL CAMINO REAL ATHERTON CA 94027 CAMP RENTAL SERVICES 313126 ACCO ENGINEERED SYSTEMS PO BOX 847360 LOS ANGELES CA 90084 BUILDING FIXTURE SERVICES 258718 MASTERCLEAN 4U 647 TULLY RD SAN JOSE CA 95111 JANITORIAL SUPPORT SERVICES 193586 GLOBAL GOURMET CATERING 1030 ILLINOIS STREET SAN FRANCISCO CA 94107 CATERING SERVICES 176187 10 115107 3979786 8022116 111375 12117009 EARLY CHILDHOOD EDU. 624110 5562797 5562797 MEMB. DUES (FITNESS) 624110 4143242 4143242 SUMMER CAMP 624110 1510958 1510958 CLUB J AFTER SCHOOL 624110 1156691 1156691 SPORTS & WELLNESS, OTH 624110 1128253 1128253 619735 619735 14121676 22011 22011 914020 824473 89547 89547 89547 0 115107 328362 -328362 -328362 26021881 14121676 0 -216804 905160 905160 1625950 1399020 211629 15301 12687847 10073876 1887007 726964 237755 179595 43495 14665 1086089 890341 174406 21342 1068524 877842 139212 51470 87773 3195 84578 66313 66313 1526899 1183860 213593 129446 235331 118807 113567 2957 633516 562177 68954 2385 125539 49953 73038 2548 1703220 1406731 191069 105420 52187 47686 4501 52135 42511 8636 988 989525 781566 207800 159 3394751 2681309 712898 544 240220 189735 50446 39 PRGM ACTIVITIES & EVENT 533414 344718 188696 PROGRAM SUPPLIES 455270 443381 111 11778 PROGRAM FOOD 316472 297056 19416 DUES AND FEES 138901 100154 38375 372 14021 2771 11250 28176812 22581444 4296377 1298991 620289 378051 11546934 7890877 3064327 1634994 850076 352877 1316426 1588897 146092521 44170669 104946237 101921852 543612 4516556 53606 46194 122941507 118330298 1673430 1334520 1964793 2288911 36484449 36454796 2999999 666667 43122671 40744894 X 58247964 58329090 21570872 19256314 79818836 77585404 122941507 118330298 -2154931 -78501 0 X 0 1 X 1 0 X 8387998 7695438 15088779 11414163 12117009 54703387 20770111 21645542 16607716 9009340 14121676 82154385 29158109 29340980 31696495 20423503 26238685 136857772 1183750 1099433 706890 448656 617818 4056547 0 1183750 1099433 706890 448656 617818 4056547 132801225 1117713 1329279 1024163 543008 936031 4950194 1117713 1329279 1024163 543008 936031 4950194 52922 46745 51680 151347 30328744 30717004 32772338 20966511 27174716 141959313 0.93550 0.93320 0.03490 0.03570 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: FUNDRAISING EVENTS - 2017 AMOUNT: $ 52,922. 2018 AMOUNT: $ 46,745. 2019 AMOUNT: $ 51,680. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 23113785 23113785 116904383 38904471 77999912 91064 75182 15882 1791727 1664535 127192 4191562 3526481 665081 101921852 X 26191055 -78501 -905160 -983661 27174716 -1152835 -1152835 26021881 28424487 1152835 1152835 27271652 905160 905160 28176812 PART X, LINE 2: THE OFJCC HAS BEEN GRANTED TAX-EXEMPT STATUS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701D OF THE CALIFORNIA REVENUE AND TAXATION CODE. IN ADDITION, THE OFJCC HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE INTERNAL REVENUE CODE. IN ADDITION, THE OFJCC COULD BE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME, IF ANY, GENERATED BY ITS BUSINESS OPERATIONS NOT RELATED TO ITS EXEMPT STATUS. MANAGEMENT EVALUATED THE OFJCC'S TAX POSITIONS AND CONCLUDED THAT THE OFJCC HAD MAINTAINED ITS TAX EXEMPT STATUS AND HAD NOT TAKEN UNCERTAIN TAX PROVISIONS THAT REQUIRED ADJUSTMENT TO THE CONSOLIDATED FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: SCHOLARSHIP EXPENSES RECLASSIFIED TO EXPENSES -905,160. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES RECLASSIFIED TO REVENUE -824,473. FUNDRAISING EXPENSES RECLASSIFIED TO REVENUE -328,362. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES RECLASSIFIED TO REVENUE 824,473. FUNDRAISING EXPENSES RECLASSIFIED TO REVENUE 328,362. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIP EXPENSES RECLASSIFIED TO EXPENSES 905,160. ANNUAL GALA 115107 115107 157010 124203 47149 115107 115107 157010 124203 47149 328362 -328362 1 SUMMER CAMP SCHOLARSHIPS 21 187537 0 CLUB J AND OTHER SCHOLARSHIPS 28 149377 0 PRESCHOOL SCHOLARSHIPS 60 568246 0 PART I, LINE 2: THROUGH THE DONATIONS OF SOME OF OUR GENEROUS SUPPORTERS, OFJCC HAS BEEN ABLE TO ESTABLISH A FUND-A-NEED PROGRAM. SCHOLARSHIPS ARE AWARDED FOR OUR AWARD WINNING PRESCHOOL AND OUR SUMMER DAY CAMP. SCHOLARSHIPS ARE BASED ON NEED ONLY AND ARE AWARDED BY OUR FINANCIAL AID COMMITTEE UPON REVIEW OF MATERIALS SUBMITTED, I.E. APPLICATIONS, TAX RETURNS, W-2S, ETC. FOR SINGLE PARENT HOUSEHOLDS OR IN CASES WHERE BOTH PARENTS ARE EMPLOYED, BUT THE FAMILY STILL QUALIFIES FOR FINANCIAL AID, SCHOLARSHIPS ARE ALSO AWARDED FOR OUR AFTER-CARE PROGRAMS. X X X X 0 0 0 0 0 0 0 1 0 ZACHARY PHILIP BODNER CHIEF EXECUTIVE OFFICER 458069 0 25000 0 0 0 46114 0 13018 0 542201 0 0 0 SALLY FLINCHBAUGH CHIEF OP OFFICER AND EXECUTIVE VP 258756 0 0 0 0 0 7763 0 9712 0 276231 0 0 0 MARK HOLTZMAN CHIEF FINANCIAL OFFICER 243367 0 0 0 0 0 7301 0 0 0 250668 0 0 0 SETH LESLIE CHIEF DEVELOPMENT OFFICER 208680 0 20000 0 0 0 6842 0 7583 0 243105 0 0 0 SALLY PORUSH CHIEF PEOPLE OFFICER 224992 0 0 0 0 0 6305 0 1629 0 232926 0 0 0 NATHANIEL BERGSON-MICHELSON CHIEF MARKETING OFFICER 200668 0 0 0 0 0 1200 0 1614 0 203482 0 0 0 YEVGENY VINOKUR IT DIRECTOR 149372 0 0 0 0 0 4461 0 8564 0 162397 0 0 0 PART I, LINE 7 SMALL BONUSES PAID TO CERTAIN STAFF WERE BASED ON PAST ACHIEVEMENT. THE AMOUNTS WERE DETERMINED BY THE CEO. SENIOR MANAGEMENT BONUSES WERE APPROVED BY THE EXECUTIVE COMMITTEE. A CALIFORNIA ENTERPRISE DEVELOPMENT AUTHORITY 352273601 2013-03-13 45655000 REFINANCE 2007 BONDS 0 0 0 A 45655000 30231 45624769 2013 1 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 0 0 0 0 0 0 1 A 1 X 3 111375 FAIR MARKET VALUE 0 0 1 1 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS REPRESENTS THE NUMBER OF ITEMS CONTRIBUTED. PART I, LINE 32B: THE CENTER'S VEHICLE DONATION PROGRAM IS OPERATED BY THE AMERICAN BROKERAGE COMPANY (ABC). AFTER THE VEHICLES ARE SOLD, ABC REMITS NET PROCEEDS TO THE CENTER. FORM 990, PART III, LINE 1 THE OSHMAN FAMILY JCC IS A 21ST-CENTURY JEWISH NEIGHBORHOOD THAT STRENGTHENS AND INTEGRATES OUR JEWISH COMMUNITY AS WE EMBODY AN INCLUSIVE, CARING ENVIRONMENT THAT CELEBRATES THE DIVERSITY AND INNOVATIVE SPIRIT OF OUR REGION. OFFER OUTSTANDING CIVIC, EDUCATIONAL, RECREATIONAL, WELLNESS AND CULTURAL PROGRAMMING THAT SPEAKS TO OUR CORE VALUES AND COMMON CONCERNS AS MODERN JEWS. PARTNER WITH ESTABLISHED AND EMERGING JEWISH INSTITUTIONS AND COMMUNITIES TO MAKE OUR RESOURCES THE SHARED HUB OF THE BROADER COMMUNITY. FACILITATE CONNECTIONS WITH ISRAEL AND JEWS WORLDWIDE. FORM 990, PART VI, SECTION A, LINE 8B CERTAIN COMMITTEES TOOK MINUTES AND DOCUMENTED ACTIONS. FORM 990, PART VI, SECTION B, LINE 11B THE OFJCC ACCOUNTING FIRM FORWARDED THE FORM 990 TO THE CFO PRIOR TO FILING. THE CFO IN TURN POSTED THE DOCUMENT TO THE BOARD'S SECURE WEB PORTAL FOR BOARD MEMBERS. BOARD MEMBERS WERE ENCOURAGED TO REVIEW THE FORM 990 PRIOR TO ITS FILING, AND FORWARD ANY QUESTIONS THEY MAY HAVE TO THE CFO. THE CFO REFERRED THE QUESTIONS BACK TO THE ACCOUNTING FIRM WHEN NEEDED. FORM 990, PART VI, SECTION B, LINE 12C ANY DIRECTOR, PRINCIPAL OFFICER, OR MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS, WHO HAS A DIRECT OR INDIRECT FINANCIAL INTEREST, ARE COVERED UNDER THE CONFLICT OF INTEREST (COI) POLICY. CONFLICT OF INTEREST IS MONITORED AND REVIEWED REGULARLY AT THE BOARD LEVEL. THE SENIOR MANAGEMENT TEAM CONSTANTLY LOOKS FOR CONFLICTS AND RAISES TO THE BOARD. IN CASE OF ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST OCCURS, THE INTERESTED PERSON SHALL LEAVE THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS AND THE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION SHALL BE TAKEN. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF CEO IS DETERMINED USING COMPARABILITY DATA AND BOARD MEMBERS VOTE ON THE COMPENSATION PACKAGE. CEO AND CFO COMPENSATION MUST BE APPROVED BY THE EXECUTIVE COMMITTEE ANNUALLY. COMPARABILITY DATA ARE ALSO UTILIZED TO DETERMINE THE COMPENSATION OF OTHER KEY ROLES. 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 FOR THE SAME PERIOD OF TIME SET FORTH IN SEC. 6104(D). ICON-ISRAEL COLLABORATION NETWORK LLC 3921 FABIAN WAY PALO ALTO CA 94303 475623076 TECHNOLOGY & INNOVATION CA 51378 583858 OSHMAN FAMILY JEWISH COMMUNITY CENTER