2025-05-14T12:04:12-05:00 2024-06-30 941254756 HOOD & STRONG LLP 2580 N 1ST ST STE 460 SAN JOSE CA 95131 990 2023-07-01 770185734 OSHMAN FAMILY JEWISH COMMUNITY CENTER OSHM 6502238600 3921 FABIAN WAY PALO ALTO CA 94303 MARK HOLTZMAN CFO 6502238600 2025-05-13 1 1 MAGA E KISRIEV P01008919 4089988400 2023 2025-03-06 01:10:19Z ZACHARY BODNER 3921 FABIAN WAY PALO ALTO CA 94303 38474735 0 X WWW.PALOALTOJCC.ORG X 1960 CA TO ENRICH LIVES, BUILD COMMUNITY, AND INSPIRE JEWISH JOURNEYS. 16 16 608 250 0 0 10728883 17749508 17017588 18500143 264923 421108 -2491 203418 28008903 36874177 1017907 1282837 0 0 18916361 20304513 0 0 1533225 12617719 11953538 32551987 33540888 -4543084 3333289 113513316 116902484 40418676 40348013 73094640 76554471 X SEE SCHEDULE O 0 0 8203842 943997 6389346 EARLY CHILDHOOD EDUCATION PROGRAMS:THE EARLY CHILDHOOD DEPARTMENT AND PROGRAMS SERVE APPROXIMATELY 215 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. TOTS 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. 8221097 0 7035333 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. 3515960 239371 2067976 SUMMER CAMP - WEEKLY SUMMER CAMP SESSIONS FOR YOUTH. SOME ARE TARGETED SPECIAL FOCUS CAMP SESSIONS. APPROXIMATELY 700 CHILDREN ATTEND EACH SUMMER. 7131509 99469 3007488 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 380 CHILDREN ARE SERVED. 7131509 99469 3007488 27072408 1 1 0 0 0 0 0 0 0 1 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 0 0 0 0 1 0 0 0 0 1 54 0 1 608 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 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 GINA DALMA BOARD MEMBER 1.00 X 0 0 0 DAVID ROSENBERG VICE CHAIR 1.00 X X 0 0 0 HARRY HUDESMAN BOARD MEMBER 1.00 X 0 0 0 REBECCA SHOMAIR VICE CHAIR 1.00 X X 0 0 0 TALI RONEN CHAIR 1.00 X X 0 0 0 ABIGAIL SOOY BOARD MEMBER 1.00 X 0 0 0 DAN RUBINSTEIN BOARD MEMBER 1.00 X 0 0 0 GEORGE FARBER BOARD MEMBER 1.00 X 0 0 0 LINDA KURZ BOARD MEMBER 1.00 X 0 0 0 ADAM TACHNER VICE CHAIR 1.00 X X 0 0 0 ERAN SANDHAUS VICE CHAIR 1.00 X X 0 0 0 SABRINA BRAHAM SECRETARY 1.00 X X 0 0 0 CAROL SAAL HONORARY BOARD MEMBER 1.00 X 0 0 0 ADAM HEEGER TREASURER 1.00 X X 0 0 0 JENNIFER BROXMEYER BOARD MEMBER 1.00 X 0 0 0 BEN GOLUB BOARD MEMBER 1.00 X 0 0 0 SAM MILLER BOARD MEMBER (THRU NOV 2023) 1.00 X 0 0 0 ED BANCROFT CHIEF CAMPUS OFFICER 40.00 X 133757 0 18716 NATHANIEL BERGSON-MICHELSON CHIEF MARKETING OFFICER 40.00 X 206289 0 14325 SETH PHILIP LESLIE CHIEF DEVELOPMENT OFFICER 40.00 X 189546 0 22357 SALLY RICHARDSON PORUSH CHIEF PEOPLE OFFICER 40.00 X 223987 0 7182 MARK JEFFREY HOLTZMAN CHIEF FINANCIAL OFFICER 40.00 X 243743 0 7247 SALLY KAUFFMAN FLINCHBAUGH COO AND EXEC VP 40.00 X 265639 0 18980 ZACK BODNER PRESIDENT AND CEO 40.00 X 500100 0 59708 RAJ BADYAL CONTROLLER 40.00 X 134784 0 9944 TODD MILTON FITNESS DIRECTOR 40.00 X 147036 0 14723 EUGENE VINOKUR IT DIRECTOR 40.00 X 146015 0 20264 JACOBS RONIT SENIOR DIRECTOR OF ICC 40.00 X 127424 0 290 GUEDELHOEFFER RACHEL SENIOR DIRECTOR DEVEL OPS 40.00 X 130838 0 15657 2449158 0 209393 25 0 1 0 HIGHCOM SECURITY 1900 WEBSTER STREET B OAKLAND CA 94612 SECURITY SERVICES 797166 ACCO ENGINEERED SYSTEMS PO BOX 847360 LOS ANGELES CA 90084 BUILDING FIXTURE SERVICES 351144 D2 TECHNICAL SOLUTIONS 1530 SOUTHWEST EXPRESS WAY UNIT 150 SAN JOSE CA 95126 GENETEC MAINTENANCE 181050 MASTERCLEAN 4U 647 TULLY RD SAN JOSE CA 95111 JANITORIAL SUPPORT SERVICES 116577 MENLO COLLEGE 1000 EL CAMINO REAL ATHERTON CA 94027 CAMP RENTAL SERVICES 113564 10 464134 17285374 17749508 EARLY CHILDHOOD EDU. 624110 6389346 6389346 MEMB. DUES (FITNESS) 624110 5654108 5654108 SUMMER CAMP 624110 2067976 2067976 CLUB J AFTER SCHOOL 624110 1535674 1535674 SPORTS & WELLNESS 624110 1381224 1381224 1471815 1471815 18500143 421108 421108 1717566 1259275 458291 458291 458291 86410 341283 -254873 -254873 36874177 18500143 0 624526 1282837 1282837 1911575 1523828 284653 103094 15043090 12017867 2201350 823873 375922 286032 68834 21056 1683115 1347584 292615 42916 1290811 1049326 174650 66835 68278 68278 58525 58525 1957463 1459179 249772 248512 456392 357100 84733 14559 746342 665017 77769 3556 138112 40557 94081 3474 1588208 1293107 207465 87636 101751 101751 156607 141732 13950 925 970090 766371 203719 3384234 2673545 710689 403799 319940 83859 FOOD 672775 633462 39313 PRGM ACTIVITIES/EVENTS 571890 513359 58531 SUPPLIES 503440 471084 13810 18546 DUES AND SUBSCRIPTIONS 164639 120485 43755 399 10993 8245 2748 33540888 27072408 4935255 1533225 0 807659 7477009 8357697 2568627 6136766 386564 282889 1954340 2286343 147218536 50869683 99138061 96348853 1943631 2633778 45084 48499 113513316 116902484 1341953 1511793 2234905 2369787 36425151 36299766 416667 166667 40418676 40348013 X 56034598 54553031 17060042 22001440 73094640 76554471 113513316 116902484 3333289 126542 0 X 0 1 X 1 0 X 15088779 11414163 12117009 10728883 17749508 67098342 16607716 9009340 14121676 17017588 18500143 75256463 31696495 20423503 26238685 27746471 36249651 142354805 706890 448656 617818 546484 967680 3287528 0 706890 448656 617818 546484 967680 3287528 139067277 1024163 543008 936031 1496388 2138674 6138264 1024163 543008 936031 1496388 2138674 6138264 51680 79014 86410 217104 32772338 20966511 27174716 29321873 38474735 148710173 0.93520 0.93670 0.04130 0.03780 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: GROSS INCOME FROM FUNDRAISING EVENTS - 2019 AMOUNT: $ 51,680. 2022 AMOUNT: $ 79,014. 2023 AMOUNT: $ 86,410. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 2000000 86276 4427 2081849 0.00000 1.00000 0.00000 1 0 23113785 23113785 117029645 44966006 72063639 91064 81903 9161 1841345 1777292 64053 5142697 4044482 1098215 96348853 X 37318440 126542 -1282837 -1156295 38474735 -1600558 -1600558 36874177 33858609 1600558 1600558 32258051 1282837 1282837 33540888 PART V, LINE 4: THE LONG-TERM FINANCIAL OBJECTIVES FOR THE FUNDS ARE TO PRESERVE AND ENHANCE THE INFLATION-ADJUSTED (REAL) VALUE OF THE CORPUS IN PERPETUITY; AND TO LIMIT THE VOLATILITY OF THE DISTRIBUTIONS FROM THE FUND TO PROVIDE A RELATIVELY STABLE (IN REAL TERMS) ANNUAL DRAW TO SUPPORT JCF'S OPERATING AND GRANT MAKING NEEDS. 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 -1,282,837. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES RECLASSIFIED TO REVENUE -1,259,275. FUNDRAISING EXPENSES RECLASSIFIED TO REVENUE -341,283. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES RECLASSIFIED TO REVENUE 1,259,275. FUNDRAISING EXPENSES RECLASSIFIED TO REVENUE 341,283. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIP EXPENSES RECLASSIFIED TO EXPENSES 1,282,837. ANNUAL GALA 86410 86410 69533 202955 11085 57710 86410 86410 69533 202955 11085 57710 341283 -254873 1 SUMMER CAMP SCHOLARSHIPS 25 239371 CLUB J AND OTHER SCHOLARSHIPS 28 99469 PRESCHOOL SCHOLARSHIPS 75 943997 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. FINANCIAL AID COMMITTEE AWARD PRESCHOOL AND CAMP SCHOLARSHIPS BASED ON REVIEW OF MATERIALS SUBMITTED (APPLICATION, STATEMENT OF NEED, TAX RETURN, W-2S, ETC.) X X X X 0 0 0 0 0 0 0 0 0 ZACK BODNER PRESIDENT AND CEO 500100 0 0 0 0 0 45600 0 14108 0 559808 0 0 0 SALLY KAUFFMAN FLINCHBAUGH COO AND EXEC VP 265639 0 0 0 0 0 7999 0 10981 0 284619 0 0 0 MARK JEFFREY HOLTZMAN CHIEF FINANCIAL OFFICER 243743 0 0 0 0 0 7247 0 0 0 250990 0 0 0 SALLY RICHARDSON PORUSH CHIEF PEOPLE OFFICER 223987 0 0 0 0 0 6610 0 572 0 231169 0 0 0 NATHANIEL BERGSON-MICHELSON CHIEF MARKETING OFFICER 206289 0 0 0 0 0 6249 0 8076 0 220614 0 0 0 SETH PHILIP LESLIE CHIEF DEVELOPMENT OFFICER 189546 0 0 0 0 0 6617 0 15740 0 211903 0 0 0 EUGENE VINOKUR IT DIRECTOR 146015 0 0 0 0 0 9257 0 11007 0 166279 0 0 0 TODD MILTON FITNESS DIRECTOR 147036 0 0 0 0 0 5828 0 8895 0 161759 0 0 0 ED BANCROFT CHIEF CAMPUS OFFICER 133757 0 0 0 0 0 9768 0 8948 0 152473 0 0 0 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 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. EACH YEAR, EACH BOARD MEMBER WILL COMPLETE A CONFLICT-OF-INTEREST QUESTIONNAIRE. EMPLOYEE HANDBOOK COVERS THE HIRING OF RELATIVES. 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 CEO'S COMPENSATION IS DETERMINED USING COMPARABILITY DATA, AND BOARD MEMBERS VOTE ON THE COMPENSATION PACKAGE. INDUSTRY COMPENSATION EXPERTS ARE CONSULTED TO ASSIST WITH CEO CONTRACT RENEWALS AND COMPENSATION LEVELS. CEO AND CFO COMPENSATION MUST BE APPROVED ANNUALLY BY THE EXECUTIVE COMMITTEE. COMPARABILITY DATA AND SALARY SURVEYS ARE ALSO USED 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 1055433 566181 OSHMAN FAMILY JEWISH COMMUNITY CENTER