2023-10-13T15:17:17-05:00 2022-06-30 946214841 ARMANINO LLP 2700 CAMINO RAMON STE 350 SAN RAMON CA 945835004 990 2021-07-01 942222989 JEWISH SILICON VALLEY JEWI 4083583636 14855 OKA ROAD LOS GATOS CA 95032 DIANA SCHNABEL CHIEF OPERATING OFFICER 4083583636 2023-10-13 1 DIANA SCHNABEL 999009999 MATTHEW PETROSKI P00853132 9257902600 2023-10-13 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z DIANA SCHNABEL 14855 OKA ROAD LOS GATOS CA 95032 15113678 0 X WWW.JVALLEY.ORG X 1973 CA THE MISSION OF JEWISH SILICON VALLEY IS TO HARNESS THE POWER OF COMMUNITY (CONTINUED ON SCH. O)TO IMPROVE LIVES, BUILD BRIDGES OF UNDERSTANDING AND STRENGTHEN THE JEWISH PEOPLE HERE, IN ISRAEL, AND AROUND THE WORLD. 22 21 267 175 0 0 2913151 8368507 4495449 6180906 332772 479564 50722 71136 7792094 15100113 559493 1470285 0 0 5117428 6152074 0 0 378826 2362960 3230234 8039881 10852593 -247787 4247520 19304776 19990622 4051348 2512807 15253428 17477815 X THE MISSION OF JEWISH SILICON VALLEY IS TO HARNESS THE POWER OF COMMUNITY TO IMPROVE LIVES, BUILD BRIDGES OF UNDERSTANDING AND STRENGTHEN THE JEWISH PEOPLE HERE, IN ISRAEL, AND AROUND THE WORLD. 0 0 3300608 133708 3220410 YOUTH AND FAMILY ENGAGEMENTEARLY CHILDHOOD EDUCATIONJSV OPERATES A PRESCHOOL OF CHILDREN 1.5 TO 5 YEARS OLD, WHICH INCLUDED EXTENDED AFTERNOON CARE, ENRICHMENT PROGRAMS, AND SUMMER CAMP. APPROXIMATELY 130 CHILDREN ATTEND THE PRESCHOOL. THE PRESCHOOL IS LICENSED BY THE STATE OF CALIFORNIA AND MEETS LICENSING REQUIREMENTS. ON MARCH 13, 2020, THE PRESCHOOL CLOSED DUE TO COVID-19 AND REOPENED IN MID-JULY 2020 BUT IN A MUCH SMALLER FORMAT OF ABOUT 60 CHILDREN. IN ORDER TO ADHERE TO SAFETY PROTOCOLS FOR CHILDREN AND STAFF MEMBERS, (CONTINUED ON SCH. O)JSV HAS OPERATED WITH INCREASED COSTS AND FEWER CHILDREN IN ORDER TO MAINTAIN HEALTH AND SAFETY STANDARDS.YOUTH ENRICHMENT PROGRAMS AND DAY CAMPSDURING THE YEAR ENDED JUNE 30, 2022, JSV SERVED MORE THAN 1,000 CHILDREN, AGES 3.5 YEARS TO 12 YEARS OLD IN ITS VARIOUS PROGRAMS MOST NOTABLY THE SUMMER DAY CAMP. THESE PROGRAMS ARE BASED IN JEWISH THEMES AND VALUES, AND WELCOME CHILDREN OF EVERY BACKGROUND AND BELIEF. JSV ALSO OFFERED AFTERSCHOOL ENRICHMENT CLASSES FOR SCHOOL-AGE CHILDREN. ENRICHMENT CLASSES WERE SUSPENDED IN MARCH 2020 AND RESUMED AFTER HEALTH AND SAFETY MANDATES PUT IN PLACE TO MITIGATE COVID-19 RISK WERE LIFTED.YOUTH AND FAMILY ENGAGEMENT. 2801118 2385903 HEALTH AND WELLNESSTHE FITNESS AND AQUATICS DEPARTMENTS OFFERED HEALTH, WELLNESS AND FITNESS PROGRAMMING ALONG WITH ANCILLARY SERVICES SUCH AS PILATES, PERSONAL TRAINING AND MASSAGE THERAPY. THE WELLNESS DEPARTMENT OFFERED MORE THAN 90 WEEKLY GROUP FITNESS CLASSES. MOST OF THE MEMBERSHIP REVENUE WAS ASSOCIATED WITH THE SUCCESS OF THIS PROGRAM. OTHER RECREATIONAL OFFERINGS, SUCH AS TENNIS AND SOCCER, WERE OFFERED FOR ALL YOUTH AGE GROUPS. 1660279 1336577 532979 COMMUNITY BUILDING & LEADERSHIP DEVELOPMENT (COMMUNITY RELATIONS)A KEY ELEMENT OF JSV'S MISSION IS TO PROVIDE PROGRAMMING AND RESOURCES THAT ARE MEANINGFUL AND IMPACTFUL TO THE LOCAL JEWISH COMMUNITY. OFTEN PARTNERING WITH OTHER ORGANIZATIONS, JSV OFFERS A VARIETY OF EDUCATIONAL PROGRAMS, HOLIDAY CELEBRATIONS, COMMUNITY SERVICE OPPORTUNITIES, LECTURES, AND OTHER ELEMENTS TO BUILD COMMUNITY WITHIN THE LOCAL JEWISH POPULATION. 513287 41614 JEWISH LIFE & CULTURE (COMMUNITY ENGAGEMENT)JSV OFFERED A VARIETY OF ARTS AND CULTURAL PROGRAMS DURING THE YEAR TO PEOPLE OF ALL AGES, FEATURING MANY SPECIAL EVENTS AND COMMUNITY COLLABORATIONS THROUGH JSV FOR COMMUNITY JEWISH LIFE AND LEARNING ("CJLL"). AMONG THE PROGRAMMING OFFERINGS ARE THOSE SPECIFIC TO RUSSIAN AND ISRAELI SPEAKING COMMUNITIES. CJLL ALSO PROVIDED A VARIETY OF PROGRAMS TARGETING SENIORS. 513287 41614 8275292 1 1 0 0 0 1 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 14 0 1 267 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 22 21 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X X AMY CHIEN 4083583636 14855 OKA ROAD LOS GATOS CA 95032 JOHN SWEEDLER BOARD CHAIR 1.00 X X 0 0 0 AVERY KAUFMAN BORENSTEIN CHAIR ELECT 1.00 X X 0 0 0 WAYNE LEVENFELD FINANCE CO-CHAIR 1.00 X X 0 0 0 SHELDON GILBERT FINANCE CO-CHAIR 1.00 X X 0 0 0 JUDY LEVIN VP FUND DEVELOPMENT 1.00 X X 0 0 0 PETER HOFFMAN SECRETARY 1.00 X X 0 0 0 VIRGINIA HESS LEGAL AT LARGE 0.50 X X 0 0 0 BRETT BORAH BOARD MEMBER 0.50 X 0 0 0 HAYLEY CHARNAW BOARD MEMBER 0.50 X 0 0 0 ROBERT CHAYKIN BOARD MEMBER 0.50 X 0 0 0 JULIA CINNAMON BOARD MEMBER 0.50 X 0 0 0 MARILYN GOLDSMITH BOARD MEMBER 0.50 X 0 0 0 ABIGAIL IACOB BOARD MEMBER 0.50 X 0 0 0 ALEXA KASKOWITZ BOARD MEMBER 0.50 X 0 0 0 EVAN KASS BOARD MEMBER 0.50 X 0 0 0 SHERYL LEWIS BOARD MEMBER 0.50 X 0 0 0 JULIA MINKOWSKI BOARD MEMBER 0.50 X 0 0 0 SHANA PENN BOARD MEMBER 0.50 X 0 0 0 JILL ROSENBERG BOARD MEMBER 0.50 X 0 0 0 ROBIN SABES BOARD MEMBER 0.50 X 0 0 0 MICHAL SHOHAM BOARD MEMBER 0.50 X 0 0 0 LAEL GRAY CEO 40.00 X X 284375 0 20355 AMY CHIEN SENIOR DIRECTOR OF ACCTG/FINANCE 40.00 X 158132 0 12424 DIANA SCHNABEL SENIOR DIRECTOR OF FUND DEVELOPMENT 40.00 X 111916 0 13762 TERESA A HUERTA SENIOR DIRECTOR OF BUSINESS OPERATIONS 40.00 X 113206 0 5985 CYNDI SHERMAN SNR DIR OF PRESCHOOL, YOUTH & FAMILY ENGAGEMENT 40.00 X 111566 0 11638 779195 0 64164 5 0 1 0 0 2348967 6019540 8368507 EARLY CHILDHOOD REVENU 611600 1898728 1898728 MEMBERSHIP REVENUE 713940 1890455 1890455 CAMP, YOUTH AND AFTER 611710 1321682 1321682 MANAGEMENT FEE 611710 532979 532979 WELLNESS REVENUE 611710 495448 495448 41614 41614 6180906 207164 207164 84701 13565 71136 71136 71136 272400 0 272400 272400 272400 15100113 6180906 0 550700 1336577 1336577 133708 133708 307493 122997 122997 61499 4819584 3714731 934189 170664 67879 58897 7549 1433 336157 288346 39439 8372 620961 266727 337104 17130 3459 3459 106205 106205 71221 71221 177155 27310 137824 12021 120645 82439 14327 23879 654192 530007 92963 31222 139640 87353 7627 44660 1660252 1351933 303933 4386 151031 136680 14156 195 29418 23861 5482 75 WELLNESS PROGRAM EXPENS 105863 105863 EVENT EXPENSE 11153 7863 3290 10852593 8275292 2198475 378826 3569809 3534430 161469 1981083 350571 452465 9683 408 222403 464006 4585110 2567921 1946197 2017189 13044644 11541041 19304776 19990622 798661 579672 32748 3454 942301 940854 600000 400000 1677638 588827 4051348 2512807 X 4454045 6737094 10799383 10740721 15253428 17477815 19304776 19990622 4247520 -2015775 -7358 0 X 0 0 0 X 869156 992445 1273666 2913151 8368507 14416925 869156 992445 1273666 2913151 8368507 14416925 2513228 11903697 230986 279803 199373 130737 291865 1132764 67142 89605 275046 53145 484938 16034627 33308558 0.74240 0.74160 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 19 661467 0 4090782 1 1 3532055 -425446 208348 2898261 209392 3184570 207442 69349 3532055 206982 3236 826 209392 203279 3613 206892 203698 -419 203279 0.06980 0.93020 0.00000 0 0 596512 596512 305708 80899 224809 2066414 1383809 682605 1616476 1103213 513263 2017189 DUE TO OTHER 586267 SECURITY DEPOSIT 2560 588827 1 BBYO 529 14TH ST NW SUITE 705 WASHINGTON DC 20045 311794932 501(C)(3) 10000 0 GENERAL SUPPORT CHABAD OF SAN JOSE 15405 LOS GATOS BLVD SUITE 204 LOS GATOS CA 95032 812547463 501(C)(3) 10000 0 GENERAL SUPPORT CHABAD OF SANTA CLARA 2043 PRUNERUDGE AVE SANTA CLARA CA 95050 204590554 501(C)(3) 20000 0 GENERAL SUPPORT CONGREGATION SHIR HADASH 20 CHERRY BLOSSOM LANE LOS GATOS CA 95032 942662529 501(C)(3) 22716 0 GENERAL SUPPORT HILLEL OF SILICON VALLEY 44 S 11TH STREET SAN JOSE CA 95112 770575153 501(C)(3) 73589 0 GENERAL SUPPORT J LEADERS 5477 TESORO COURT SAN JOSE CA 95124 862935748 501(C)(3) 7500 0 GENERAL SUPPORT JEWISH FAMILY SERVICES OF SILICON VALLEY 14855 OKA ROAD SUITE 202 LOS GATOS CA 95032 942536452 501(C)(3) 652313 0 GENERAL SUPPORT JEWISH FEDERATIONS OF NORTH AMERICA 25 BROADWAY 17TH FLLOR NEW YORK CA 10004 131624240 501(C)(3) 90000 0 GENERAL SUPPORT SILICON VALLEY JEWISH FILM FESTIVAL P O BOX 2190 CUPERTINO CA 95015 263234237 501(C)(3) 10000 0 GENERAL SUPPORT SOUTH PENINSULA HEBREW DAY SCHOOL 1030 ASTORIA DRIVE SUNNYVALE CA 94087 942174555 501(C)(3) 46500 0 GENERAL SUPPORT TEMPLE EMANU-EL 1010 UNIVERSITY AVE SAN JOSE CA 95126 591145961 501(C)(3) 27705 0 GENERAL SUPPORT TOWER FOUNDATION OF SJSU ONE WASHINGTON SQUARE SAN JOSE CA 95192 830403915 501(C)(3) 12000 0 GENERAL SUPPORT YAVNEH DAY SCHOOL 14855 OKA ROAD SUITE 100 LOS GATOS CA 95032 942719901 501(C)(3) 85930 0 GENERAL SUPPORT CONGREGATION SINAI OF SAN JOSE 1532 WILLOWBRAE AVE SAN JOSE CA 95125 941546644 501(C)(3) 7989 0 GENERAL SUPPORT THE BURKARD SCHOOL 2333 PALM AVE SAN MATEO CA 94403 474322966 501(C)(3) 7500 0 GENERAL SUPPORT PHI BETA KAPPA SOCIETY 1606 NEW HAMPSHIRE AVENUE NW WASHINGTON DC 20009 530226282 501(C)(3) 15000 0 GENERAL SUPPORT OSHMAN FAMILY JEWISH COMMUNITY CENTER 3921 FABIAN WAY PALO ALTO CA 94303 770185734 501(C)(3) 20000 0 GENERAL SUPPORT MY CITY SCHOOL 751 E BLITHEDALE AVE UNIT 1055 MILL VALLEY CA 94942 463339520 501(C)(3) 9900 0 GENERAL SUPPORT CONGREGATION BETH DAVID 19700 PROSPECT ROAD SARATOGA CA 95070 941682250 501(C)(3) 11610 0 GENERAL SUPPORT AMERICAN JEWISH UNIVERSITY 15600 MULHOLLAND DR LOS ANGELES CA 90077 951684064 501(C)(3) 10000 0 GENERAL SUPPORT 20 0 SCHOLARSHIP 40 133708 TUITION FEE DISCOUNT PART I, LINE 2: FOR MONITORING THE GRANT FUNDS THAT ARE DISTRIBUTED, JSV REQUIRES TWO FINANCIAL REPORTS PER YEAR; A MIDYEAR REPORT AND YEAR-END REPORT. BOTH THESE REPORTS REQUIRE A NARRATIVE TO DESCRIBE HOW FUNDS WERE USED FOR THE SPECIFIC PROGRAMS THAT WERE FUNDED, ANY EXPANSIONS ON THE BUDGET, AND ANY REQUESTS FOR CHANGES ON WHERE THE FUNDS ARE BEING SPENT. JSV ALSO REQUIRES THAT A PROGRAM BUDGET IS SUBMITTED WITH BOTH REPORTS, DEMONSTRATING FINANCIALLY HOW THE FUNDS ARE BEING ALLOCATED. X X X 0 0 0 0 0 0 0 0 0 LAEL GRAY CEO 284375 0 0 0 0 0 6685 0 13670 0 304730 0 0 0 AMY CHIEN SENIOR DIRECTOR OF ACCTG/FINANCE 158132 0 0 0 0 0 4354 0 8070 0 170556 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 ANY PERSON OVER THE AGE OF 18 WHO IS DEDICATED TO THE PURPOSES OF THE JSV SHALL BE ELIGIBLE FOR JSV MEMBERSHIP UPON MINIMUM DONATION OF $100 TO JSV. THE INITIAL JSV MEMBERSHIP SHALL INCLUDE ANYONE WHO HAS MADE A DONATION OF $100 OR MORE TO THE ADDISON-PENZAK JEWISH COMMUNITY CENTER OR THE JEWISH FEDERATION OF SILICON VALLEY DURING THE TWELVE MONTHS, BEGINNING DECEMBER 1, 2020 AND ENDING NOVEMBER 30, 2021. FORM 990, PART VI, SECTION A, LINE 7A ALL JSV MEMBERS IN GOOD STANDING SHALL HAVE THE RIGHT TO VOTE ON THE ELECTION OF DIRECTORS. IN ADDITION, THOSE MEMBERS SHALL HAVE ALL RIGHTS AFFORDED JSV MEMBERS UNDER THE CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION LAW. FORM 990, PART VI, SECTION A, LINE 7B WITHOUT THE APPROVAL OF THE JSV MEMBERS, THE BOARD MAY NOT ADOPT, AMEND, OR REPEAL ANY BYLAW THAT WOULD: INCREASE OR EXTEND THE TERMS OF DIRECTORS; ALLOW ANY DIRECTOR TO HOLD OFFICE BY DESIGNATION OR SELECTION RATHER THAN BY ELECTION BY THE JSV MEMBERS; CHANGE THE QUORUM FOR JSV MEMBERS' MEETINGS; REPEAL, RESTRICT, CREATE, EXPAND, OR OTHERWISE CHANGE PROXY RIGHTS; AUTHORIZE CUMULATIVE VOTING; SPECIFY OR CHANGE A FIXED NUMBER OF DIRECTORS, OR CHANGE FROM A FIXED TO A VARIABLE NUMBER OF DIRECTORS OR VICE VERSA; REQUIRE THAT APPROVAL BY THE JSV MEMBERS OR A CLASS OF MEMBERS BE UNANIMOUS OR BY A GREATER PROPORTION THAN THAT REQUIRED BY LAW; AUTHORIZE THE BOARD TO FILL VACANCIES CREATED BY THE REMOVAL OF DIRECTORS; OR TERMINATE ALL JSV MEMBERSHIPS OR ANY CLASS OF MEMBERSHIPS. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE REVIEWS AND APPROVES THE RETURN AND THEN FINAL APPROVAL IS GIVEN BY THE FULL BOARD. FORM 990, PART VI, SECTION B, LINE 12C A GENERAL CONFLICT OF INTEREST POLICY IS SIGNED BY ALL EMPLOYEES AT THE TIME OF HIRE. EMPLOYEES WITH PARTICULAR FIDUCIARY RESPONSIBILITIES RELATED TO FUND RAISING AND DEVELOPMENT ARE REQUIRED TO SIGN A SEPARATE CONFLICT OF INTEREST POLICY RELATIVE TO THOSE TO FIDUCIARY DUTIES. THE POLICES REQUIRE SELF-DISCLOSURE. FORM 990, PART VI, SECTION B, LINE 15 EXECUTIVE COMPENSATION PACKAGES ARE REVIEWED BY THE BOARD OF DIRECTORS AND APPROVED DURING THE NORMAL COURSE OF GOVERNANCE (FISCAL BUDGETING CYCLE.) WHILE THERE IS AN EXECUTIVE EMPLOYMENT AGREEMENT FOR THE CEO ON A YEAR TO YEAR BASIS; ALL OTHER TOP MANAGEMENT AND KEY EMPLOYEES ARE MAINTAINED AS "AT-WILL." FORM 990, PART VI, SECTION C, LINE 19 THE TAX RETURN IS AVAILABLE TO THE PUBLIC FOR INSPECTION. THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.