2022-05-10T13:43:31-05:00 2021-06-30 941254756 HOOD & STRONG LLP 275 BATTERY STREET STE 900 SAN FRANCISCO CA 94111 990 2020-07-01 770185734 OSHMAN FAMILY JEWISH COMMUNITY CENTER OSHM 6502238600 3921 FABIAN WAY PALO ALTO CA 94303 MARK HOLTZMAN CFO 6502238600 2022-05-09 1 MARK HOLTZMAN 999009999 MAGA E KISRIEV P01008919 4157810793 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z ZACHARY BODNER 3921 FABIAN WAY PALO ALTO CA 94303 20966511 0 X WWW.PALOALTOJCC.ORG X 1960 CA TO ENRICH LIVES, BUILD COMMUNITY, AND INSPIRE JEWISH JOURNEYS. 21 21 431 35 0 0 15088779 11414163 16607716 9009340 77367 11521 -72552 -503983 31701310 19931041 819569 1094168 0 0 13756402 12690459 0 0 739311 15267624 8692381 29843595 22477008 1857715 -2545967 123210405 122941507 40954010 43122671 82256395 79818836 X SEE SCHEDULE O 0 1 6228587 609495 3513765 EARLY CHILDHOOD EDUCATION PROGRAMS:THE EARLY CHILDHOOD DEPARTMENT AND PROGRAMS SERVES APPROXIMATELY 200 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. 4529941 0 2730803 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 AQUATICS 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. 1778113 47400 670457 SUMMER CAMP - WEEKLY SUMMER CAMP SESSIONS FOR YOUTH. SOME ARE TARGETED SPECIAL FOCUS CAMP SESSIONS. APPROXIMATELY 700 CHILDREN ATTEND EACH SUMMER. 5587695 437273 2094315 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. 5587695 437273 2094315 18124336 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 1 0 0 1 0 0 0 1 0 0 0 0 1 48 0 1 431 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 21 21 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 RIC RUDMAN BOARD CHAIR 1.00 X X 0 0 0 TALI RONEN FIRST VP 1.00 X X 0 0 0 REBECCA SHOMAIR VP 1.00 X X 0 0 0 ADAM TACHNER VP 1.00 X X 0 0 0 ANNE RUBIN SECRETARY 1.00 X X 0 0 0 RAYMOND STERN TREASURER 1.00 X X 0 0 0 NICOLE RUBIN IMMEDIATE PAST CHAIR 1.00 X X 0 0 0 SABRINA BRAHAM BOARD MEMBER 1.00 X 0 0 0 MADELINE CHALEFF BOARD MEMBER 1.00 X 0 0 0 AMIR FAINTUCH BOARD MEMBER 1.00 X 0 0 0 GEORGE FARBER BOARD MEMBER 1.00 X 0 0 0 NATARA GAROVOY BOARD MEMBER 1.00 X 0 0 0 BEN GOLUB BOARD MEMBER 1.00 X 0 0 0 ADAM HEEGER 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 SUZAN MILLER BOARD MEMBER 1.00 X 0 0 0 REINA RAMPELL BOARD MEMBER 1.00 X 0 0 0 RICHARD STROCK BOARD MEMBER 1.00 X 0 0 0 TED ZAGAT BOARD MEMBER 1.00 X 0 0 0 CAROL SAAL BOARD MEMBER 1.00 X 0 0 0 NATHANIEL BERGSON-MICHELSON CHIEF MARKETING OFFICER 40.00 X 176940 0 11979 SALLY RICHARDSON PORUSH CHIEF PEOPLE OFFICER 40.00 X 204606 0 5569 SETH PHILIP LESLIE CHIEF DEVELOPMENT OFFICER 40.00 X 209360 0 10765 MARK JEFFREY HOLTZMAN CHIEF FINANCIAL OFFICER 40.00 X 221782 0 6120 SALLY KAUFFMAN FLINCHBAUGH CHIEF OP OFFICER AND EXECUTIVE VP 40.00 X 230486 0 15434 ZACHARY PHILIP BODNER CHIEF EXECUTIVE OFFICER 40.00 X 417516 0 53332 RONIT JACOBS SENIOR DIRECTOR OF ICC 40.00 X 119331 0 1419 RAJPREET KAUR BADYAL CONTROLLER 40.00 X 121962 0 3404 JOSHUA S STEINHARTER SENIOR DIR, JCC MACCABI SPORTS CAMP 40.00 X 124149 0 577 LAUREN BERMAN SENIOR DIR, EARLY CHILDHOOD EDU 40.00 X 124337 0 4700 YEVGENY VINOKUR IT DIRECTOR 40.00 X 141975 0 11940 2092444 0 125239 16 0 1 0 EXOS COMMUNITY SERVICES LLC 25 HANOVER ROAD FLORHAM PARK NJ 07932 SPORTS AND WELLNESS 1903435 HIGHCOM SECURITY 1900 WEBSTER STREET OAKLAND CA 94612 SECURITY SERVICES 531925 OPENDOR MEDIA 11110 W OAKLAND PARK BLVD SUITE 288 SUNRISE FL 33351 MEDIA SERVICES 148080 3 911835 2398186 8104142 1250895 11414163 EARLY CHILDHOOD EDUCAT 624110 3763295 3763295 MEMBERSHIP DUES (FITNE 624110 2632928 2632928 CLUB J AFTER SCHOOL 624110 1169922 1169922 SUMMER CAMP 624110 905695 905695 BEGED KEFET 624110 531562 531562 5938 5938 9009340 11521 11521 531487 557980 -26493 -26493 -26493 0 911835 477490 -477490 -477490 19931041 9009340 0 -492462 1094168 1094168 1563890 1243544 261969 58377 9256909 7390544 1524718 341647 169101 123773 36323 9005 954197 754855 181508 17834 746362 626951 91532 27879 60793 3249 57544 59775 4205 55570 1436008 1285430 121038 29540 102617 31864 64032 6721 402410 351124 50670 616 86203 42988 43213 2 1068469 921650 145093 1726 18340 18340 5030 4659 371 815957 644533 171351 73 3457515 2731128 726078 309 215787 170453 45315 19 PRGM ACTIVITIES & EVENT 538641 299119 239522 PROGRAM SUPPLIES 206495 202769 198 3528 DUES AND FEES 113971 84858 28755 358 PROGRAM FOOD 83591 81436 2155 20779 12696 8083 22477008 18124336 3613361 739311 646547 620289 4662110 11546934 4834117 3064327 201275 850076 1245229 1316426 145744187 40797950 108115622 104946237 3460081 543612 45424 53606 123210405 122941507 2093125 1673430 2034064 1964793 36826821 36484449 0 2999999 40954010 43122671 X 67586399 58247964 14669996 21570872 82256395 79818836 123210405 122941507 -2545967 108408 0 X 0 1 X 1 0 X 6448044 8387998 7695438 15088779 11414163 49034422 20087346 20770111 21645542 16607716 9009340 88120055 26535390 29158109 29340980 31696495 20423503 137154477 729406 1183750 1099433 706890 448656 4168135 0 729406 1183750 1099433 706890 448656 4168135 132986342 1071261 1117713 1329279 1024163 543008 5085424 1071261 1117713 1329279 1024163 543008 5085424 115359 52922 46745 51680 266706 27722010 30328744 30717004 32772338 20966511 142506607 0.93320 0.92990 0.03570 0.03670 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: FUNDRAISING EVENTS - 2016 AMOUNT: $ 115,359. 2017 AMOUNT: $ 52,922. 2018 AMOUNT: $ 46,745. 2019 AMOUNT: $ 51,680. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 615150 615150 615150 615150 615150 615150 615150 615150 615150 615150 0.00000 0.00000 1.00000 1 0 23113785 23113785 116824178 35859373 80964805 84164 68891 15273 1768719 1577691 191028 3953341 3291995 661346 104946237 X 19991501 108408 -1083418 -975010 20966511 -1035470 -1035470 19931041 22429060 1035470 1035470 21393590 1083418 1083418 22477008 PART V, LINE 4: THE JCC HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT WILL ULTIMATELY PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS. 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 -1,083,418. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES RECLASSIFIED TO REVENUE -557,980. FUNDRAISING EXPENSES RECLASSIFIED TO REVENUE -477,490. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES RECLASSIFIED TO REVENUE 557,980. FUNDRAISING EXPENSES RECLASSIFIED TO REVENUE 477,490. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIP EXPENSES RECLASSIFIED TO EXPENSES 1,083,418. ANNUAL GALA 911835 911835 249602 100000 127888 911835 911835 249602 100000 127888 477490 -477490 1 SUMMER CAMP SCHOLARSHIPS 16 47400 CLUB J AND OTHER SCHOLARSHIPS 30 406870 PRESCHOOL SCHOLARSHIPS 65 609495 SPORTS CAMP 5 19653 EMPLOYEE EMERGENCY GRANTS 34 10750 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 392516 0 25000 0 0 0 44712 0 8620 0 470848 0 0 0 SALLY KAUFFMAN FLINCHBAUGH CHIEF OP OFFICER AND EXECUTIVE VP 230486 0 0 0 0 0 6408 0 9026 0 245920 0 0 0 MARK JEFFREY HOLTZMAN CHIEF FINANCIAL OFFICER 221782 0 0 0 0 0 6120 0 0 0 227902 0 0 0 SETH PHILIP LESLIE CHIEF DEVELOPMENT OFFICER 189360 0 20000 0 0 0 5869 0 4896 0 220125 0 0 0 SALLY RICHARDSON PORUSH CHIEF PEOPLE OFFICER 204606 0 0 0 0 0 5569 0 0 0 210175 0 0 0 NATHANIEL BERGSON-MICHELSON CHIEF MARKETING OFFICER 176940 0 0 0 0 0 4927 0 7052 0 188919 0 0 0 YEVGENY VINOKUR IT DIRECTOR 141975 0 0 0 0 0 3953 0 7987 0 153915 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 SUBSTANTIAL CONTRIBUTOR SUBSTANTIAL CONTRIBUTOR 512806 SECURITY SERVICES WERE PROVIDED TO THE ORGANIZATION BY THE SUBSTANTIAL CONTRIBUTOR 0 X 13 1250895 FAIR MARKET VALUE 0 0 1 1 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS REPRESENTS THE NUMBER OF CONTRIBUTORS, NOT 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 III, LINE 3 CERTAIN EVENTS AND PROGRAMS WERE SUSPENDED DUE TO HEALTH RESTRICTIONS, SUCH AS, LARGE HOLIDAY CELEBRATIONS, AND ARTS & CULTURE PROGRAMS. 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 530372 578916 OSHMAN FAMILY JEWISH COMMUNITY CENTER