2022-06-16T14:54:39-05:00 2021-08-31 341900735 CBIZ MHM OF FLORIDA LLC 2255 GLADES ROAD SUITE 321A BOCA RATON FL 33431 990 2020-09-01 591945109 JEWISH FEDERATION OF SOUTH PALM BEACH COUNTY INC JEWI 5618523100 9901 DONNA KLEIN BLVD BOCA RATON FL 33428 JEFFREY ISERSON CFO 5618523100 2022-06-15 1 JEFFREY ISERSON XXX-XX-XXXX MICHAEL FISHER P01243324 5619945050 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z JEFFREY ISERSON 9901 DONNA KLEIN BLVD BOCA RATON FL 33428 31215392 0 X WWW.JEWISHBOCA.ORG X 1979 FL TO FURTHER THE WELFARE OF THE JEWISH COMMUNITY IN SOUTH PALM BEACH COUNTY AND ELSEWHERE. 89 89 87 89 0 0 42414300 25998823 1432064 955903 2275818 2653838 1575271 1606828 47697453 31215392 8579471 7418106 0 0 0 0 0 0 1710936 12110113 10553311 20689584 17971417 27007869 13243975 188562801 220329393 36540787 36100056 152022014 184229337 X TO SUSTAIN THE JEWISH COMMUNITY LOCALLY AND WORLDWIDE, AND CREATE A JEWISH FUTURE AND SUPPORT JEWISH PEOPLE WORLDWIDE. 0 0 1729093 1729093 JEWISH FEDERATIONS OF NORTH AMERICA - SUPPORTS VARIOUS LOCAL REGIONAL NATIONAL AND OVERSEAS RECIPIENTS. 2335101 2335101 21710 ALLOCATIONS TO COMMUNITY PARTNERSHIP ENTITIES AND AFFILIATES. 751980 751980 GRANTS AND ALLOCATIONS TO OTHER LOCAL AND NON-LOCAL NOT-FOR-PROFIT BENEFICIARIES. 8190746 2601932 2541021 VARIOUS PROGRAMS TO FURTHER THE WELFARE OF THE LOCAL AND NON-LOCAL JEWISH COMMUNITY. 8190746 2601932 2541021 13006920 1 1 0 0 0 1 0 0 0 1 0 1 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 85 0 1 87 1 0 0 0 0 0 0 0 0 1 0 0 0 X 89 89 0 0 0 0 0 1 1 1 1 0 0 0 1 1 1 1 1 1 1 0 X X JEFFREY ISERSON CFO 5618523100 9901 DONNA KLEIN BLVD BOCA RATON FL 33428 ADELE LEBERSFELD BOARD MEMBER 3.00 X 0 0 0 ALBERT GORTZ ASSISTANT SECRETARY 1.00 2.00 X 0 0 0 ALICIA SPERO BOARD MEMBER 3.00 X 0 0 0 ALAN SOLOMON PAST CHAIR 3.00 X 0 0 0 ANDREW S ROBINS ESQ PAST CHAIR 3.00 X 0 0 0 ANNE JACOBSON PAST CHAIR 5.00 X 0 0 0 APRIL E LEAVY BOARD MEMBER 3.00 X 0 0 0 ARTHUR GOLDBERG CHAIR OF THE BOARD 5.00 16.00 X 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ROBERT LEWIS BOARD MEMBER 3.00 X 0 0 0 ROBIN RUBIN VICE CHAIR 3.00 X 0 0 0 ROXANE FRECHIE LIPTON BOARD MEMBER 3.00 X 0 0 0 SHELLY SNYDER BOARD MEMBER 3.00 X 0 0 0 STEPHEN MENDELSOHN BOARD MEMBER 3.00 X 0 0 0 STEWART KASEN BOARD MEMBER 2.00 2.00 X 0 0 0 SUSAN RAHN BOARD MEMBER 3.00 X 0 0 0 TALIA KLEIN DKJA PRESIDENT 3.00 X 0 0 0 TOBY COOPERMAN BOARD MEMBER 3.00 X 0 0 0 TOM KAPLAN BOARD MEMBER 5.00 X 0 0 0 TRACY KAWA BOARD MEMBER 5.00 X 0 0 0 WENDY LIPSICH BOARD MEMBER 5.00 X 0 0 0 WES FINCH SECRETARY 3.00 17.00 X 0 0 0 YUDI GROSS BOARD MEMBER 3.00 X 0 0 0 MATTHEW LEVIN CEO 30.00 10.00 X 258102 258101 43918 MEL LOWELL CPO 18.00 22.00 X 205476 205475 10631 MARLA EGERS EXECUTIVE VP 40.00 X 343149 0 32688 JEFFREY ISERSON CFO 40.00 X 261648 0 10257 CATHRINE SCHWARTZ CHIEF LEGACY OFFICER 40.00 X 260023 0 11358 1328398 463576 108852 5 0 1 0 SUNSTATES SECURITY LLC PO BOX 896583 CHARLOTTE NC 282896547 SECURITY SERVICES 924831 JANITRONICS BUILDING SERVICES 4951 N DIXIE HWY BOCA RATON FL 33431 JANITORIAL SERVICES 901288 SAGEVIEW CONSULTING 112 WEST 34TH STREET 18TH FLOOR NEW YORK NY 10120 HUMAN RESOURCES 694992 CBIZ MHM (BOCA GL) PO BOX 953152 ST LOUIS MO 631953152 AUDIT 240426 AMERICAN EXPRESS PO BOX 650448 DALLAS TX 752650448 MERCHANDISE 211183 14 4000000 21998823 25998823 JEWISH COMMUNITY FDN. 624100 814374 814374 JEWISH EDUCATION COMM 624100 90836 90836 GENERAL FUND SERVICES 624100 50693 50693 955903 2080423 2080423 573415 0 573415 573415 573415 MISCELLANEOUS INCOME 624100 1514480 1514480 SINAI RESIDENCES STANDBY REVENUE 624100 76923 76923 ADVERTISING INCOME 624100 11025 11025 4400 4400 1606828 31215392 2562731 0 2653838 X 7418106 7418106 1272 804 468 339543 186317 108466 44760 75956 48008 27948 SALARIES, BENEFITS, & T 7779196 3953618 2301622 1523956 SERVICES & PROGRAMS 1472045 929215 540948 1882 PRINTING & PUBLICITY 307459 145965 84974 76520 BUILDING & EQUIPMENT 206931 107756 62731 36444 370909 217131 126404 27374 17971417 13006920 3253561 1710936 3750723 4116901 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CORPORATE BONDS 1054985 F EQUITIES 2120520 F EXCHANGE-TRADED FUNDS 133131184 F ISRAEL BONDS 2720100 F MONEY MARKET FUNDS 859187 F MUTUAL FUNDS 21549163 F 162559994 DUE FROM FTS 1167747 DUE FROM FACILITIES 40125911 DUE FROM CCRC OPERATIONS CORP 2164655 DUE FROM CCRC OPERATIONS CORP VIA CCRC DEVELOPMENT LLC 30426 43488739 LIABILITY UNDER SPLIT-INTEREST AGREEMENTS 1089109 DUE TO COMMUNITY PARTNERSHIP ENTITIES 22391339 BOND PAYABLE 4580000 INTEREST RATE SWAP LIABILITY 1077680 INVESTMENTS HELD ON BEHALF OF OTHER ENTITIES 2237770 31375898 X 80956525 18643210 35711692 54354902 26601623 4613769 4613769 31215392 67397987 49426570 49426570 17971417 0 17971417 PART V, LINE 4: THE ENDOWMENT FUNDS ARE USED TO ACHIEVE THE ORGANIZATION'S EXEMPT PURPOSE. THE FEDERATION ADOPTED THE UNIFORM PRUDENT MANAGEMENT OF INSTITUTUIONAL FUNDS ACT ("UPMIFA"). UPMIFA, ALONG WITH THE FEDERATION'S OWN GOVERNING DOCUMENTS, REGULATES THE FEDERATION'S EXPENDITURES OF ENDOWMENT FUNDS. UNDER UPMIFA, ABSENT DONOR RESTRICTIONS TO THE CONTRARY, THE FEDERATION MAY APPROPRIATE FOR EXPENDITURE ANY AMOUNT IT DETERMINES IS PRUDENT FOR THE USES, BENEFITS AND DURATION FOR WHICH THE ENDOWMENT FUND WAS ESTABLISHED. MOST DONORS HAVE NOT PLACED RESTRICTIONS ON THE USE OF ENDOWMENT FUNDS. PART X, LINE 2: GAAP REQUIRES THE FEDERATION'S MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FEDERATION AND RECOGNIZE A TAX LIABILITY IF THE FEDERATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE FEDERATION'S MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FEDERATION AND HAS CONCLUDED THAT AS OF AUGUST 31, 2021, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: AMOUNTS INCLUDED ON SEPARATE FILINGS OF FORM 990 JEWISH COMM FACILITIES 2,924,033. AMOUNTS INCLUDED ON SEPARATE FILINGS OF FORM 990 FEDERATION CCRC OPERATIONS 32,773,784. (GAIN)LOSS INCLUDED ON SEPARATE FILINGS OF FORM 990 FEDERATION CCRC OPERATIO 13,875. PART XI, LINE 4B - OTHER ADJUSTMENTS: CONTRIBUTION INCOME ELIMINATED IN CONSOLIDATED FINANCIAL STATEMENTS 4,000,000. MISCELLANEOUS INCOME ELIMINATED IN CONSOLIDATED FINANCIAL STATEMENTS 613,769. PART XII, LINE 2D - OTHER ADJUSTMENTS: AMOUNTS INCLUDED ON SEPARATE FILINGS OF FORM 990 JEWISH COMM FACILITIES 6,308,156. AMOUNTS INCLUDED ON SEPARATE FILINGS OF FORM 990 FEDERATION TRANSPORTATION 43,172. AMOUNTS INCLUDED ON SEPARATE FILINGS OF FORM 990 FEDERATION CCRC OPERATIONS 43,397,217. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -320,138. (GAIN)LOSS INCLUDED ON SEPARATE FILINGS OF FORM 990 FEDERATION CCRC OPERATIO 13,875. (GAIN)LOSS INCLUDED ON SEPARATE FILINGS OF FORM 990 FEDERATION TRANSPORTATIO -15,712. 0 JACOBSON JEWISH COMMUNITY FOUNDATION 9901 DONNA KLEIN BLVD BOCA RATON FL 33428 591945109 503(B) 2601932 BOOK TO ASSIST THE ORGANIZATION IN ACHIEVING ITS EXEMPT PURPOSE. JEWISH FEDERATIONS OF NORTH AMERICA 25 BROADWAY STE 1700 NEW YORK NY 10041 131624240 501(C)(3) 1729093 BOOK TO ASSIST THE ORGANIZATION IN ACHIEVING ITS EXEMPT PURPOSE. ADOLPH & ROSE LEVIS JEWISH COMMUNITY CENTER INC 9801 DONNA KLEIN BLVD BOCA RATON FL 33428 651127438 501(C)(3) 831165 BOOK TO ASSIST THE ORGANIZATION IN ACHIEVING ITS EXEMPT PURPOSE. RUTH RALES JEWISH FAMILY SERVICE INC 21300 RUTH BARON COLEMAN BLVD BOCA RATON FL 33428 651115689 501(C)(3) 503601 BOOK TO ASSIST THE ORGANIZATION IN ACHIEVING ITS EXEMPT PURPOSE. DONNA KLEIN JEWISH ACADEMY INC 9701 DONNA KLEIN BLVD BOCA RATON FL 33428 651129890 501(C)(3) 624197 BOOK TO ASSIST THE ORGANIZATION IN ACHIEVING ITS EXEMPT PURPOSE. JEWISH ASSOCIATION FOR RESIDENTIAL CARE INC 21160 95TH AVE SOUTH BOCA RATON FL 33428 651131701 501(C)(3) 376138 BOOK TO ASSIST THE ORGANIZATION IN ACHIEVING ITS EXEMPT PURPOSE. TORAH ACADEMY OF BOCA RATON INC 447 NW SPANISH RIVER BLVD BOCA RATON FL 33431 650788118 501(C)(3) 216056 BOOK TO ASSIST THE ORGANIZATION IN ACHIEVING ITS EXEMPT PURPOSE. KATZ HILLEL DAY SCHOOL 21011 95TH AVE SOUTH BOCA RATON FL 33428 650489297 501(C)(3) 219004 BOOK TO ASSIST THE ORGANIZATION IN ACHIEVING ITS EXEMPT PURPOSE. KATZ YESHIVA HIGH SCHOOL 20900 RUTH AND BARON COLEMAN BLVD BOCA RATON FL 33428 650781573 501(C)(3) 77555 BOOK TO ASSIST THE ORGANIZATION IN ACHIEVING ITS EXEMPT PURPOSE. HILLEL - INTERNATIONAL CAMPUS SERVICES 800 8TH STREET NW WASHINGTON DC 20001 590967823 501(C)(3) 55000 BOOK TO ASSIST THE ORGANIZATION IN ACHIEVING ITS EXEMPT PURPOSE. VARIOUS GRANTS UNDER 5000 9901 DONNA KLEIN BLVD BOCA RATON FL 33428 999999999 501(C)(3) 59715 BOOK TO ASSIST THE ORGANIZATIONS IN ACHIEVING THEIR EXEMPT PURPOSES. BIRTHRIGHT ISRAEL 711 THIRD AVE 10TH FLOOR NEW YORK NY 10017 133931912 501(C)(3) 32500 BOOK TO ASSIST THE ORGANIZATION IN ACHIEVING ITS EXEMPT PURPOSE. JEWISH ADOPTION AND FAMILY CARE OPTIONS INC 4200 N UNIVERSITY DRIVE SUNRISE FL 33351 200898587 501(C)(3) 18750 BOOK TO ASSIST THE ORGANIZATION IN ACHIEVING ITS EXEMPT PURPOSE. CONGREGATION B'NAI ISRAEL 6301 MONTROSE RD ROCKVILLE MD 20852 592422860 501(C)(3) 13875 BOOK TO ASSIST THE ORGANIZATION IN ACHIEVING ITS EXEMPT PURPOSE. HILLEL OF BROWARD & PALM BEACH 777 GLADES ROAD BLDG LY-3A BOCA RATON FL 33431 562472825 501(C)(3) 10000 BOOK TO ASSIST THE ORGANIZATION IN ACHIEVING ITS EXEMPT PURPOSE. TEMPLE BETH EL 333 SW 4TH AVENUE BOCA RATON FL 33432 591412924 501(C)(3) 10000 BOOK TO ASSIST THE ORGANIZATION IN ACHIEVING ITS EXEMPT PURPOSE. B'NAI TORAH CONGREGATION 6261 SW 18TH STREET BOCA RATON FL 33433 591713099 501(C)(3) 10650 BOOK TO ASSIST THE ORGANIZATION IN ACHIEVING ITS EXEMPT PURPOSE. NCSY SOUTHERN 7200 W CAMINO REAL SUITE 214 BOCA RATON FL 33433 135623717 501(C)(3) 7875 BOOK TO ASSIST THE ORGANIZATION IN ACHIEVING ITS EXEMPT PURPOSE. BOCA RATON SYNAGOGUE 7900 MONTOYA CIRCLE BOCA RATON FL 33433 592446537 501(C)(3) 9000 BOOK TO ASSIST THE ORGANIZATION IN ACHIEVING ITS EXEMPT PURPOSE. JEWISH RECOVERY CENTER 4923 RABBIT HOLLOW DRIVE BOCA RATON FL 33487 263735470 501(C)(3) 6000 BOOK TO ASSIST THE ORGANIZATION IN ACHIEVING ITS EXEMPT PURPOSE. HADAR HIGH SCHOOL FOR GIRLS 7902 N MONTOYA CIRCLE 2ND FLOOR BOCA RATON FL 33433 810690676 501(C)(3) 6000 BOOK TO ASSIST THE ORGANIZATION IN ACHIEVING ITS EXEMPT PURPOSE. SCHEDULE I, PART IV JEWISH FEDERATION OF SOUTH PALM BEACH COUNTY REPORTS GRANTS ON SCHEDULE I TO THE JEWISH FEDERATIONS OF NORTH AMERICA (JFNA),WHICH IS A 501(C)(3) DOMESTIC U.S. CHARITY. IN ADDITION, JFNA, AND ITS BENEFICIARY AGENCIES, UNITED ISRAEL APPEAL (UIA), A SUBSIDIARY OF JFNA, AND THE AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE (JDC) - BOTH 501(C)(3) ORGANIZATIONS - EACH FILE A SEPARATE FORM 990 AND DETAILED SCHEDULES F. X X X X 0 0 0 0 0 0 0 0 0 MATTHEW LEVIN CEO 211000 211000 25000 25000 22102 22101 0 0 21959 21959 280061 280060 0 0 MEL LOWELL CPO 157385 157384 20000 20000 28091 28091 0 0 5315 5316 210791 210791 0 0 MARLA EGERS EXECUTIVE VP 267148 0 25000 0 51001 0 0 0 32688 0 375837 0 0 0 JEFFREY ISERSON CFO 213574 0 17500 0 30574 0 0 0 10257 0 271905 0 0 0 CATHRINE SCHWARTZ CHIEF LEGACY OFFICER 152049 0 17500 0 90474 0 0 0 11358 0 271381 0 0 0 FORM 990, PART VI, SECTION A, LINE 7A THERE IS A NOMINATING COMMITTEE OF THE BOARD OF DIRECTORS THAT IS RESPONSIBLE FOR SELECTING THE ORGANIZATION'S OFFICERS. FORM 990, PART VI, SECTION A, LINE 7B THERE IS A CHECK AND BALANCE (GOVERNANCE) PROCESS WHICH REQUIRES VETTING THROUGH SEVERAL COMMITTEES BEFORE VOTE AND FINAL APPROVAL BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY JEFFREY ISERSON, CFO, WHO ALSO SIGNS THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY IS ENFORCED THROUGH THE BOARD OF DIRECTORS. THE BOARD MEMBERS ARE GIVEN A CONFLICT OF INTEREST POLICY ANNUALLY AND MUST ACKNOWLEDGE IN WRITING THAT IT WAS RECEIVED. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION'S CEO'S SALARY IS DETERMINED BY THE PERSONNEL COMMITTEE AND THE BOARD OF DIRECTORS. THE ORGANIZATION'S KEY EMPLOYEES' SALARIES ARE DETERMINED BY A SEARCH TEAM THAT ANALYZES THE SALARIES OF KEY EMPLOYEES FROM OTHER LOCAL FEDERATIONS. FORM 990, PART VI, SECTION C, LINE 19 THESE DOCUMENTS WILL BE FURNISHED UPON REQUEST. FORM 990, PART IX, LINE 24E ADMINISTRATION: PROGRAM SERVICE EXPENSES 83,230. MANAGEMENT AND GENERAL EXPENSES 48,453. FUNDRAISING EXPENSES 27,265. TOTAL EXPENSES 158,948. DUES & SUBSCRIPTIONS: PROGRAM SERVICE EXPENSES 81,109. MANAGEMENT AND GENERAL EXPENSES 47,218. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 128,327. LOCAL & NON-LOCAL MEETINGS: PROGRAM SERVICE EXPENSES 37,332. MANAGEMENT AND GENERAL EXPENSES 21,733. FUNDRAISING EXPENSES 88. TOTAL EXPENSES 59,153. POSTAGE & SHIPPING: PROGRAM SERVICE EXPENSES 15,460. MANAGEMENT AND GENERAL EXPENSES 9,000. FUNDRAISING EXPENSES 21. TOTAL EXPENSES 24,481. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF INTEREST RATE SWAP 320,138. FORM 990, PAGE 12, PART XII, QUESTION 2C NO CHANGE IN PROCESS FROM THE PRIOR YEAR NOTED. FORM 990, SCHEDULE F, PART II SEE SUPPLEMENTAL INFORMATION FOR SCHEDULE I, WHICH PERTAINS TO SCHEDULE F REPORTING FEDERATION CCRC DEVELOPMENT LLC 9901 DONNA KLEIN BLVD BOCA RATON FL 334281788 272015285 PROVIDE A PLANNED CONTINUING CARE RETIREMENT COMMUNITY FL JEWISH FEDERATION OF SOUTH PALM BEACH COUNTY INC JEWISH COMMUNITY FACILITIES CORPORATION 9901 DONNA KLEIN BLVD BOCA RATON FL 334281788 650446896 HOLD TITLE TO, COLLECT INCOME FROM AND MANAGE REAL PROPERTY FL 501(C)(2) 0 FEDERATION TRANSPORTATION SERVICES INC 9901 DONNA KLEIN BLVD BOCA RATON FL 334281788 650409644 PROVIDE TRANSPORTATION AND RELATED SERVICES FL 501(C)(3) 170(B)(1)(A)(VI) 0 FEDERATION CCRC OPERATIONS CORP 9901 DONNA KLEIN BLVD BOCA RATON FL 334281788 272296079 PROVIDE A CONTINUING CARE RETIREMENT COMMUNITY FL 501(C)(3) 170(B)(1)(A)(VI) FEDERATION CCRC DEVELOPMENT LLC 0 ADOLPH AND ROSE LEVIS JEWISH COMMUNITY CENTER INC 9801 DONNA KLEIN BLVD BOCA RATON FL 334281788 651227438 PRESERVE AND STRENGTHEN JEWISH VALUES AND TRADITION FL 501(C)(3) 170(B)(1)(A)(VI) 0 DONNA KLEIN JEWISH ACADEMY INC 9701 DONNA KLEIN BOULEVARD BOCA RATON FL 334281754 651129890 TO EDUCATE CHILDREN AND THE GREATER DKJA COMMUNITY TO JEWISH VALUES. FL 501(C)(3) 170(B)(1)(A)(II) 0 0 1 0 1 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 ADOLPH AND ROSE LEVIS JEWISH COMMUNITY CENTER INC J 2109025 PER LEASE AGREEMENT ADOLPH AND ROSE LEVIS JEWISH COMMUNITY CENTER INC B 1601923 BASED ON ANNUAL ALLOCATION DONNA KLEIN JEWISH ACADEMY INC J 992074 PER LEASE AGREEMENT DONNA KLEIN JEWISH ACADEMY INC B 129007 BASED ON ANNUAL ALLOCATION FEDERATION CCRC DEVELOPMENT LLC D 30426 CASH VALUE FEDERATION CCRC OPERATIONS CORP D 2164655 CASH VALUE FEDERATION CCRC OPERATIONS CORP B 0 CASH VALUE FEDERATION TRANSPORTATION SERVICES INC N 0 NO VALUE FEDERATION TRANSPORTATION SERVICES INC M 0 NO VALUE FEDERATION TRANSPORTATION SERVICES INC D 1167747 CASH VALUE JEWISH COMMUNITY FACILITIES CORPORATION N 0 NO VALUE JEWISH COMMUNITY FACILITIES CORPORATION M 0 NO VALUE JEWISH COMMUNITY FACILITIES CORPORATION P 19213 CASH VALUE JEWISH COMMUNITY FACILITIES CORPORATION O 748124 CASH VALUE JEWISH COMMUNITY FACILITIES CORPORATION D 40125911 CASH VALUE