AMERICAN JEWISH UNIVERSITY: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
AMERICAN JEWISH UNIVERSITY (EIN 95-1684064)
Tax period
2023-07-01 to 2024-06-30
Filed
2025-07-24
IRS object ID
202532059349301143
Schema version
2023v6.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-07-24T16:34:35-05:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN390859910PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BAKER TILLY ADVISORY GROUP LPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line121700 OXNARD ST STE 300AddressLine1Txt
CityWOODLAND HILLSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91367ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN951684064EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1AMERICAN JEWISH UNIVERSITYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlAMERBusinessNameControlTxt
Phone3104769777PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line115600 MULHOLLAND DRIVEAddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90077ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonADRIAN BREITFELDPersonNm
Person TitleVICE PRESIDENTPersonTitleTxt
Phone3104769777PhoneNum
Signature2025-06-27SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLAUREN A HAVERLOCKPreparerPersonNm
PTINP00545829PTIN
Phone8185771900PhoneNum
Preparation2025-06-27PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerADRIAN BREITFELDPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line115600 MULHOLLAND DRIVEAddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90077ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$84,311,865GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.AJU.EDUWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1941FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionAMERICAN JEWISH UNIVERSITY ADVANCES AND ELEVATES THE JEWISH JOURNEY OF INDIVIDUALS, ORGANIZATIONS AND OUR COMMUNITY THROUGH EXCELLENCE IN SCHOLARSHIP, TEACHING, ENGAGED CONVERSATION, EXPERIENTIAL EDUCATION, AND OUTREACH.ActivityOrMissionDesc
Voting Members Governing Body26VotingMembersGoverningBodyCnt
Voting Members Independent25VotingMembersIndependentCnt
Total Employee478TotalEmployeeCnt
Total Volunteers25TotalVolunteersCnt
Total Gross UBI$59,780TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$42,942NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$9,308,359PYContributionsGrantsAmt
CY Contributions Grants$5,818,209CYContributionsGrantsAmt
PY Program Service Revenue$12,424,559PYProgramServiceRevenueAmt
CY Program Service Revenue$10,350,818CYProgramServiceRevenueAmt
PY Investment Income$3,428,547PYInvestmentIncomeAmt
CY Investment Income$41,802,008CYInvestmentIncomeAmt
PY Other Revenue$1,954,344PYOtherRevenueAmt
CY Other Revenue$215,175CYOtherRevenueAmt
PY Total Revenue$27,115,809PYTotalRevenueAmt
CY Total Revenue$58,186,210CYTotalRevenueAmt
PY Grants And Similar Paid$796,525PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$2,249,068CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$13,223,337PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$13,766,820CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$1,692,939CYTotalFundraisingExpenseAmt
PY Other Expenses$13,782,957PYOtherExpensesAmt
CY Other Expenses$11,871,176CYOtherExpensesAmt
PY Total Expenses$27,802,819PYTotalExpensesAmt
CY Total Expenses$27,887,064CYTotalExpensesAmt
PY Revenues Less Expenses-$687,010PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$30,299,146CYRevenuesLessExpensesAmt
Total Assets BOY$127,737,381TotalAssetsBOYAmt
Total Assets EOY$131,254,912TotalAssetsEOYAmt
Total Liabilities BOY$38,861,352TotalLiabilitiesBOYAmt
Total Liabilities EOY$9,812,209TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$88,876,029NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$121,442,703NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionAMERICAN JEWISH UNIVERSITY (AJU) ADVANCES AND ELEVATES THE JEWISH JOURNEY OF INDIVIDUALS, ORGANIZATIONS AND OUR COMMUNITY THROUGH EXCELLENCE IN SCHOLARSHIP, TEACHING, ENGAGED CONVERSATION, EXPERIENTIAL EDUCATION, AND OUTREACH. AJU IS A THRIVING CENTER OF JEWISH RESOURCES AND TALENT THAT SERVES THE JEWISH COMMUNITY OF THE TWENTY-FIRST CENTURY. A PORTAL FOR JEWISH BELONGING, AJU EQUIPS STUDENTS, FACULTY, CAMPERS, AND LEARNERS OF ALL AGES WITH THE TOOLS TO CREATE THE IDEAS, BUILD THE STRUCTURES, AND DEVELOP THE PROGRAMS TO ADVANCE JEWISH WISDOM AND ELEVATE JEWISH LIVING.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$5,158,728ExpenseAmt
Grant$887,569GrantAmt
Revenue$1,348,301RevenueAmt
DescACADEMIC AND COMMUNITY PROGRAMS:ACADEMIC PROGRAMS INCLUDE: BA OF EARLY CHILDHOOD EDUCATION, MASTER'S IN EARLY CHILDHOOD EDUCATION, MASTER'S IN BUSINESS ADMINISTRATION, MARS - ZIEGLER GRADUATE PROGRAM FOR THE TRAINING OF CONSERVATIVE RABBIS. OTHER CERTIFICATE PROGRAMS INCLUDE: JEWISH LEARNING EXPERIENCE FOR HIGH SCHOOL STUDENTS TO EARN COLLEGE CREDIT PARTNERING WITH LOCAL COMMUNITIES TO OFFER MEANINGFUL LEARNING. JEWISH EDUCATION EXCELLENCE PROJECT WHICH IS A MENTOR TEACHER CERTIFICATE PROGRAM. EARLY CHILDHOOD EXTENSION PROGRAM FOR WORKING ADULTS AND LIFELONG LEARNERS TO MEET OTHER PASSIONATE EDUCATORS FROM AROUND THE COUNTRY.SEE SCHEDULE OCOMMUNITY PROGRAMS THROUGH THE MAAS CENTER INCLUDE: INTRODUCTION TO JUDAISM IS A PROGRAM REACHING A GLOBAL AUDIENCE THROUGH ONLINE COURSES AND FOSTERING JEWISH CONNECTIONS AND EDUCATION FOR INDIVIDUALS FROM ALL WALKS OF LIFE. OUR MIKVAH IS A JEWISH RITUAL POOL USED TO ADD A SACRED DIMENSION TO LIFE EVENTS, INCLUDING CELEBRATING TIMES OF JOY, MARKING SIGNIFICANT TRANSITIONS, OR HEALING. BCI IS A TRANSFORMATIVE EXPERIENCE FOR PARTICIPANTS AGES 20-29 WHO COME TOGETHER FOR A MULTI-DAY RETREAT TO CONNECT AND RECONNECT WITH THEMSELVES. MARRIAGE FOR LIFE IS A PROGRAM EMPOWERING COUPLES AT ANY STAGE TO BUILD FOUNDATIONS OF AN ENDURING RELATIONSHIP.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$4,955,221ExpenseAmt
Grant$0GrantAmt
Revenue$4,036,890RevenueAmt
DescCONFERENCE CENTER:THE AMERICAN JEWISH UNIVERSITY CONFERENCE PROGRAM CONSISTS OF TWO CONFERENCE CENTERS; ONE AT THE FAMILIAN CAMPUS AND AT THE BRANDEIS-BARDIN CAMPUS. THE CONFERENCE CENTER AT THE FAMILIAN CAMPUS CAN ACCOMMODATE AND FACILITATE, CONVENTIONS, SEMINARS AND OTHER EDUCATIONAL AND CULTURAL MEETINGS. THE CONFERENCE CENTER AT THE BRANDEIS-BARDIN CAMPUS IS NATIONALLY RECOGNIZED AS A CENTER DEVOTED TO JEWISH LEARNING AND CULTURE. THIS LOCATION IS EQUIPPED FOR CELEBRATING JEWISH LIFECYCLE EVENTS AND AN IDEAL ENVIRONMENT FOR CREATIVE THINKING AND PRODUCTIVE COLLABORATION.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$3,722,022ExpenseAmt
Grant$145,218GrantAmt
Revenue$4,080,187RevenueAmt
DescCAMP ALONIM: CAMP ALONIM STRIVES TO SPARK A LOVE FOR JEWISH CULTURE, TRADITION, AND COMMUNITY IN OUR CAMPERS BY EXPOSING THEM TO A MULTITUDE OF WAYS TO BE JEWISH. WE SEE EVERY ACTIVITY WE OFFER AS A "GATEWAY"- A MEANS BY WHICH THEY MIGHT ENGAGE WITH BEING JEWISH. JEWISH CAMPING HAS BEEN FOUND TO BE ONE OF THE MOST EFFECTIVE METHODS OF JEWISH EDUCATION, ENSURING A JEWISH IDENTITY IN ADULTHOOD.GAN ALONIM- DESIGNED FOR CHILDREN ENTERING KINDERGARTEN THROUGH 6TH GRADE. IT IS A NURTURING AND LOVING ENVIRONMENT WHERE CHILDREN FEEL FREE TO EXPLORE THEIR WORLD AND BE ADVENTUROUS IN A SAFE SETTING.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$4,005,591ExpenseAmt
Grant$1,216,281GrantAmt
Revenue$885,440RevenueAmt
DescWHIZIN CENTER/OFFICE FOR OPEN LEARNING CREATES AN OFFERS PROGRAMS TO HELP JEWS AND OTHERS ON A JOURNEY OF JEWISH LEARNING, CONNECTING THEM TO KNOWLEDGE, AND TO TEACH EACH OTHER THROUGH CLASSES, LECTURES, TOURS, GUEST SPEAKERS AND MULTI-MEDIA CONTENT. CLASSES AND LECTURES ARE A MIX OF IN-PERSON, WEB, AND HYBRID, AND FEATURE BOTH FACULTY FROM AMERICAN JEWISH UNIVERSITY AND GUEST SPEAKERS. STUDENTS ARE A CROSS-SECTION OF LOCAL, NATIONAL, AND INTERNATIONAL.RESULTING FROM THE SALE OF THE PROPERTY THE UNIVERSITY COMPLETED, AND CASH PROCEEDS RECEIVED, SEVERAL GRANTS WERE PAID OUT AS DESIGNATED BY THE ENDOWMENT.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$4,005,591TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$1,216,281TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$885,440TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$17,841,562TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of ArtYes (1)CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School OperatingYes (1)SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional FundraisingYes (1)ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded EntityYes (1)DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control Ent0TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document339IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee478EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members26GoverningBodyVotingMembersCnt
Independent Voting Member25IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ADRIAN BREITFELDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3104769777PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line115600 MULHOLLAND DRIVEAddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90077ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (41 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
JEFFREY HERBST
PRESIDENT35.000.50Yes (X)Yes (X)$520,235$0$34,558
ADRIAN BREITFELD BEDER
VP FOR FINANCE & ADMIN/CFO35.00Yes (X)$373,656$0$13,255
DAVID A GROSHOFF
PROFESSOR OF BUSINESS AND LAW35.00$324,462$0$9,577Yes (X)
BRADLEY S ARTSON
DEAN OF THE ZIEGLER SCHOOL (ZSRS)/VP35.00Yes (X)$154,822$0$96,454
MICHELLE IRIS MAMANE-STARKMAN
VP COMMUNICATIONS35.00Yes (X)$192,885$0$18,424
TARLAN RAHEL RABIZADEH
VP FOR JEWISH ENGAGEMENT35.00Yes (X)$83,294$0$111,308
LYNN MARIA WITHERSPOON
SENIOR DIRECTOR OF ADVANCEMENT35.00$167,632$0$19,517Yes (X)
CHERYL PERETZ
ASSOCIATE DEAN35.00$112,740$0$71,588Yes (X)
CINDY FARRINGTON
CONTROLLER - 6/25/2435.00$174,910$0$7,249Yes (X)
AARON M GOLDBERG
VP AND DIRECTOR OF CAMP ALONIM35.00Yes (X)$164,840$0$16,682
CATHERINE S SCHNEIDER
VP OF ADVANCEMENT/CDO - 6/30/2335.00Yes (X)$171,973$0$7,035
ROBBIE J TOTTEN
CHIEF ACADEMIC OFFICER35.00Yes (X)$153,157$0$16,200
KIMBERLY WARNEKE
SENIOR DIRECTOR OF HUMAN RESOURCES35.00$148,973$0$16,818Yes (X)
MARK EDWARD OPPENHEIMER
VP OF OPEN LEARNING - 5/25/5435.00Yes (X)$114,482$0$206
SUZANNE JONES BOOKBINDER
VP OF ADVANCEMENT35.00Yes (X)$99,711$0$6,023
SHERRE HIRSCH
CHIEF INNOVATION OFFICER - 1/20/2335.00Yes (X)$18,953$0$12,373
HAROLD MASOR
CHAIR0.50Yes (X)Yes (X)$0$0$0
VIRGINIA MAAS
PAST CHAIR0.500.50Yes (X)Yes (X)$0$0$0
LAWRENCE PLATT
VICE CHAIR0.50Yes (X)Yes (X)$0$0$0
DAVID WEINER
TREASURER0.50Yes (X)Yes (X)$0$0$0
JEFFREY LEVINE
SECRETARY0.50Yes (X)Yes (X)$0$0$0
ANNIE AUSTIN
DIRECTOR0.50Yes (X)$0$0$0
BENJAMIN BRESLAUER
DIRECTOR0.50Yes (X)$0$0$0
JEROME COBEN
DIRECTOR0.50Yes (X)$0$0$0
ABNER GOLDSTINE
DIRECTOR0.50Yes (X)$0$0$0
LISA HOFHEIMER
DIRECTOR0.50Yes (X)$0$0$0
MARK LAINER
DIRECTOR0.50Yes (X)$0$0$0
NORM LEVINE
DIRECTOR0.50Yes (X)$0$0$0
JUSTINE SCHREYER
DIRECTOR0.50Yes (X)$0$0$0
FRANCIS S MAAS
DIRECTOR0.50Yes (X)$0$0$0
STACY PALBAUM
DIRECTOR0.50Yes (X)$0$0$0
MURRAY PEPPER
DIRECTOR0.50Yes (X)$0$0$0
RICK RICHMAN
DIRECTOR0.50Yes (X)$0$0$0
KEN SALKIN
DIRECTOR0.50Yes (X)$0$0$0
DENA SCHECHTER
DIRECTOR0.500.50Yes (X)$0$0$0
MICHAEL SCHEINBERG
DIRECTOR0.50Yes (X)$0$0$0
ELON SPAR
DIRECTOR0.50Yes (X)$0$0$0
ROBBIN STEIF
DIRECTOR0.50Yes (X)$0$0$0
JEFFREY TRENTON
DIRECTOR0.50Yes (X)$0$0$0
YAIR VARDI
DIRECTOR0.50Yes (X)$0$0$0
MICHAEL ZIERING
DIRECTOR0.50Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$2,976,725TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$457,267TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K29IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
AEGIS SECURITY & INVESTIGATIONS INC
10866 WASHINGTON BLVDCULVER CITYCA90232SECURITY$813,952
GEOVANY CLEANING SERVICES
8806 SNOWDEN AVEARLETACA91331CLEANING, MAINTENANCE AND REPAIR$804,410
BASE8 INC
12725 VENTURA BLVD SUITE JSTUDIO CITYCA91604INFORMATION TECHNOLOGY$398,448
GREAT MONDAYS LLC
525 3RD ST SUITE 200LAKE OSWEGOOR97034MARKETING AND REBRANDING$319,231
ENHANCED LANDSCAPE MANAGEMENT
28447 WITHERSPOON PKWYVALENCIACA91355LANDSCAPE MANAGEMENT$228,275
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K13CntrctRcvdGreaterThan100KCnt
Fundraising$290,965FundraisingAmt
Government Grants$1,500,000GovernmentGrantsAmt
All Other Contributions$4,027,244AllOtherContributionsAmt
Noncash Contributions$45,479NoncashContributionsAmt
Total Contributions$5,818,209TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
CAMP FEES611710$4,080,187$4,080,187
CONFERENCE CENTER611710$4,036,890$4,036,890
TUITION611710$1,348,301$1,348,301
MAAS CENTER INCOME611710$550,940$550,940
WHIZIN CENTER INCOME611710$334,500$334,500
FieldValueIRS element (for citing)
Total Program Service Revenue$10,350,818TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,420,927TotalRevenueColumnAmt
Unrelated Business Revenue$58,722UnrelatedBusinessRevenueAmt
Exclusion$1,362,205ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$204,557RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$0RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$204,557RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$204,557TotalRevenueColumnAmt
Unrelated Business Revenue$1,058UnrelatedBusinessRevenueAmt
Exclusion$203,499ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$13,336,861SecuritiesAmt
Other$53,093,955OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$8,533,984SecuritiesAmt
Other$17,515,751OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$4,802,877SecuritiesAmt
Other$35,578,204OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$40,381,081TotalRevenueColumnAmt
Exclusion$40,381,081ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$33,300FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$290,965ContriRptFundraisingEventAmt
Fundraising Direct Expenses$75,920FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$42,620TotalRevenueColumnAmt
Exclusion-$42,620ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Business900099BusinessCd
Total Revenue Column$53,238TotalRevenueColumnAmt
Exclusion$53,238ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$53,238OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$58,186,210TotalRevenueColumnAmt
Related Or Exempt Func Income$10,350,818RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$59,780UnrelatedBusinessRevenueAmt
Exclusion$41,957,403ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,193,572TotalAmt
Program Services$1,193,572ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$1,055,496TotalAmt
Program Services$1,055,496ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$2,488,124TotalAmt
Program Services$1,051,660ProgramServicesAmt
Management And General$1,181,514ManagementAndGeneralAmt
Fundraising$254,950FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$8,928,841TotalAmt
Program Services$5,885,031ProgramServicesAmt
Management And General$2,287,484ManagementAndGeneralAmt
Fundraising$756,326FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$244,923TotalAmt
Program Services$132,001ProgramServicesAmt
Management And General$86,114ManagementAndGeneralAmt
Fundraising$26,808FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$1,334,831TotalAmt
Program Services$670,058ProgramServicesAmt
Management And General$585,321ManagementAndGeneralAmt
Fundraising$79,452FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$770,101TotalAmt
Program Services$458,707ProgramServicesAmt
Management And General$236,672ManagementAndGeneralAmt
Fundraising$74,722FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$515,179TotalAmt
Program Services$69,491ProgramServicesAmt
Management And General$445,608ManagementAndGeneralAmt
Fundraising$80FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$129,290TotalAmt
Management And General$129,290ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$84,000TotalAmt
Fundraising$84,000FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$124,845TotalAmt
Management And General$124,845ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$2,024,452TotalAmt
Program Services$953,252ProgramServicesAmt
Management And General$917,782ManagementAndGeneralAmt
Fundraising$153,418FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$160,356TotalAmt
Program Services$145,964ProgramServicesAmt
Management And General$14,013ManagementAndGeneralAmt
Fundraising$379FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$166,304TotalAmt
Program Services$43,075ProgramServicesAmt
Management And General$96,227ManagementAndGeneralAmt
Fundraising$27,002FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$622,305TotalAmt
Program Services$90,538ProgramServicesAmt
Management And General$489,163ManagementAndGeneralAmt
Fundraising$42,604FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$2,746,935TotalAmt
Program Services$2,517,108ProgramServicesAmt
Management And General$229,827ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$281,224TotalAmt
Program Services$194,571ProgramServicesAmt
Management And General$84,641ManagementAndGeneralAmt
Fundraising$2,012FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$1,044,959TotalAmt
Program Services$556,461ProgramServicesAmt
Management And General$409,426ManagementAndGeneralAmt
Fundraising$79,072FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$744,737TotalAmt
Program Services$713,037ProgramServicesAmt
Management And General$31,700ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,071,704TotalAmt
Program Services$570,703ProgramServicesAmt
Management And General$419,905ManagementAndGeneralAmt
Fundraising$81,096FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
FOOD SERVICES$933,931$829,290$81,669$22,972
MOVING EXPENSE$198,190$57,238$140,952
BANK & CREDIT CARD FEES$148,218$134,914$10,200$3,104
TAXES & LICENSES$143,032$129,609$13,423

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$731,515TotalAmt
Program Services$389,786ProgramServicesAmt
Management And General$336,787ManagementAndGeneralAmt
Fundraising$4,942FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$27,887,064TotalAmt
Program Services$17,841,562ProgramServicesAmt
Management And General$8,352,563ManagementAndGeneralAmt
Fundraising$1,692,939FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$2,220,271BOYAmt
EOY$1,971,655EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$2,465,482BOYAmt
EOY$13,444,108EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$9,185,934BOYAmt
EOY$6,517,999EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,567,173BOYAmt
EOY$3,031,104EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$9,292BOYAmt
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$120,416BOYAmt
EOY$130,787EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$741,499BOYAmt
EOY$460,216EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$34,070,149LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$18,735,517LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$11,929,583BOYAmt
EOY$15,334,632EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$51,699,837BOYAmt
EOY$56,539,382EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$25,921,348BOYAmt
EOY$29,566,759EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$20,876,546BOYAmt
EOY$4,258,270EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$127,737,381BOYAmt
EOY$131,254,912EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$2,667,005BOYAmt
EOY$2,569,650EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$2,896,987BOYAmt
EOY$3,034,443EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$33,291,705BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$5,655BOYAmt
EOY$4,208,116EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$38,861,352BOYAmt
EOY$9,812,209EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY-$7,428,002BOYAmt
EOY$22,507,085EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$96,304,031BOYAmt
EOY$98,935,618EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$88,876,029BOYAmt
EOY$121,442,703EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$127,737,381BOYAmt
EOY$131,254,912EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$30,299,146ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$2,081,288NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts$1,345,144DonatedServicesAndUseFcltsAmt
Other Changes In Net Assets-$1,158,904OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,755,927CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$9,355,349CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$11,079,943CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$8,839,490CurrentTaxYearMinus1YearAmt
Current Tax Year$5,818,209CurrentTaxYearAmt
Total$41,848,918TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,755,927CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$9,355,349CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$11,079,943CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$8,839,490CurrentTaxYearMinus1YearAmt
Current Tax Year$5,818,209CurrentTaxYearAmt
Total$41,848,918TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$7,511,751SubstantialContributorsTotAmt
Public Support Total170$34,337,167PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,240,483CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,473,003CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,885,294CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,554,267CurrentTaxYearMinus1YearAmt
Current Tax Year$1,565,704CurrentTaxYearAmt
Total$10,718,751TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$42,942CurrentTaxYearAmt
Total$42,942TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,574CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,872CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$40,301CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$31,046CurrentTaxYearMinus1YearAmt
Current Tax Year$53,238CurrentTaxYearAmt
Total$130,031TotalAmt
FieldValueIRS element (for citing)
Total Support$52,740,642TotalSupportAmt
Gross Receipts Rltd Activities$47,058,944GrossReceiptsRltdActivitiesAmt
Public Support CY1700.65110PublicSupportCY170Pct
Public Support PY1700.65280PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:FormAndLineReferenceDesc
ExplanationMISCELLANEOUS INCOME FROM VARIOUS SOURCES - 2019 AMOUNT: $ 2,574. 2020 AMOUNT: $ 2,872. 2021 AMOUNT: $ 40,301. 2022 AMOUNT: $ 31,046. 2023 AMOUNT: $ 53,238.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Volunteers0VolunteersInd
Paid Staff Or Management0PaidStaffOrManagementInd
Media Advertisements0MediaAdvertisementsInd
Mailings Members0MailingsMembersInd
Publications Or Broadcast0PublicationsOrBroadcastInd
Grants Other Organizations0GrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (1)DirectContactLegislatorsInd
Direct Contact Legislators$84,000DirectContactLegislatorsAmt
Rallies Demonstrations0RalliesDemonstrationsInd
Other Activities0OtherActivitiesInd
Total Lobbying Expenditures$84,000TotalLobbyingExpendituresAmt
Not Described Section501c30NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART II-B, LINE 1:FormAndLineReferenceDesc
ExplanationLOBBYING FEES PAID TO GOVERNMENT ADVOCATES WHO ADVOCATED AT THE STATE CAPITAL FOR GRANTS TO SUPPORT THE CAPITAL CAMPAIGN.ExplanationTxt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Solicited Assets Sale0SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$24,039,640BeginningYearBalanceAmt
Contributions$578,913ContributionsAmt
Investment Earnings Or Losses$1,979,671InvestmentEarningsOrLossesAmt
Grants Or Scholarships$140,466GrantsOrScholarshipsAmt
Other Expenditures$930,454OtherExpendituresAmt
End Year Balance$25,527,304EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$23,186,841BeginningYearBalanceAmt
Contributions$72,593ContributionsAmt
Investment Earnings Or Losses$1,072,171InvestmentEarningsOrLossesAmt
Other Expenditures$291,965OtherExpendituresAmt
End Year Balance$24,039,640EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$26,306,540BeginningYearBalanceAmt
Contributions$11,532ContributionsAmt
Investment Earnings Or Losses-$2,386,875InvestmentEarningsOrLossesAmt
Other Expenditures$744,356OtherExpendituresAmt
End Year Balance$23,186,841EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$22,351,878BeginningYearBalanceAmt
Contributions$7,650ContributionsAmt
Investment Earnings Or Losses$4,623,971InvestmentEarningsOrLossesAmt
Other Expenditures$676,959OtherExpendituresAmt
End Year Balance$26,306,540EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$22,521,050BeginningYearBalanceAmt
Contributions$2,784ContributionsAmt
Investment Earnings Or Losses$388,952InvestmentEarningsOrLossesAmt
Other Expenditures$560,908OtherExpendituresAmt
End Year Balance$22,351,878EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.00000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.59000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.41000TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$4,736,714OtherCostOrOtherBasisAmt
Book Value$4,736,714BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$25,436,288OtherCostOrOtherBasisAmt
Depreciation$17,125,451DepreciationAmt
Book Value$8,310,837BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,286,361OtherCostOrOtherBasisAmt
Depreciation$1,610,066DepreciationAmt
Book Value$676,295BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,610,786OtherCostOrOtherBasisAmt
Book Value$1,610,786BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$15,334,632TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (3 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
ALTERNATIVE STRATEGIES$22,271,104F
MUTUAL WATER COMPANY$75,000F
INVESTMENT IN ZSRS$7,220,655C
FieldValueIRS element (for citing)
Total Book Value Securities$29,566,759TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
LIABILITY UNDER GIFT ANNUITIES$5,358
OPERATING LEASE LIABILITY$4,202,758
FieldValueIRS element (for citing)
Total Liability$4,208,116TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART III, LINE 1A:THE UNIVERSITY'S LIBRARY COLLECTION, FINE ART WORKS AND SCULPTURE COLLECTION, WHICH WERE ACQUIRED THROUGH CONTRIBUTIONS AND PURCHASES, ARE NOT RECOGNIZED AS ASSETS ON THE CONSOLIDATED STATEMENT OF FINANCIAL POSITION. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN UNRESTRICTED NET ASSETS IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED OR AS TEMPORARILY OR PERMANENTLY RESTRICTED NET ASSETS IF THE ASSETS USED TO PURCHASE THE ITEMS ARE RESTRICTED BY DONORS. CONTRIBUTED COLLECTION ITEMS ARE NOT REFLECTED ON THE CONSOLIDATED FINANCIAL STATEMENTS. PROCEEDS FROM DEACCESSIONS OR INSURANCE RECOVERIES ARE REFLECTED AS INCREASES IN THE APPROPRIATE NET ASSET CLASSES. EACH OF THE ITEMS IS CATALOGED, PRESERVED, AND CARED FOR, AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED CONTINUOUSLY. THE COLLECTIONS ARE SUBJECT TO A POLICY THAT REQUIRES DEACCESSIONING PROCEEDS TO BE USED TO ACQUIRE OTHER ITEMS FOR COLLECTIONS.
PART III, LINE 4:AMERICAN JEWISH UNIVERSITY HOLDS SEVERAL ART PIECES AND SCULPTURES THAT ARE PLACED ALL THROUGHOUT THE UNIVERSITY CAMPUS. THE DISPLAYS OF ART WORK COHERE WITH OUR MISSION FOR SERVING THE COMMUNITY AND PROVIDE A VALUABLE AND NECESSARY AESTHETIC COMPONENT TO THE EDUCATIONAL GOALS OF AMERICAN JEWISH UNIVERSITY.
PART V, LINE 4:THE UNIVERSITY'S ENDOWMENTS ARE ESTABLISHED DONOR-RESTRICTED GIFTS FOR A VARIETY OF PURPOSES.
PART X, LINE 2:THE UNIVERSITY IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND THE CORRESPONDING CALIFORNIA PROVISIONS. AS OF JUNE 30, 2024 AND 2023, THE UNIVERSITY HAD NO UNCERTAIN TAX POSITIONS REQUIRING ACCRUAL. THE UNIVERSITY IS NOT EXEMPT FROM INCOME TAXES ON UNRELATED BUSINESS INCOME.

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (1)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (1)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (1)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (1)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (1)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (1)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (1)MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts0DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy0DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty0DiscriminateRaceEmplmFcultyInd
Discriminate Race Schs0DiscriminateRaceSchsInd
Discriminate Race Educ Plcy0DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts0DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog0DiscriminateRaceAthltProgInd
Discriminate Race Other Acty0DiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (1)GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd0GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (1)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE E, PART I, LINE 3THE UNIVERSITY HAS A DOCUMENTED RACIAL NONDISCRIMINATION POLICY IN ITS CATALOGUE AND FINANCIAL AID POLICIES AND ADHERES TO THIS POLICY AT ALL TIMES. THE UNIVERSITY ADVERTISES FROM TIME TO TIME USING NEWSPAPERS AND BROCHURES AND PRINTS ITS RACIAL NONDISCRIMINATION POLICY ON THESE ADVERTISEMENTS.
SCHEDULE E, PART I, LINE 6THE AMERICAN JEWISH UNIVERSITY RECEIVES STUDENT FINANCIAL AID AWARDS FROM THE U.S. DEPARTMENT OF EDUCATION AND THE CALIFORNIA STATE DEPARTMENT OF EDUCATION.

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
CENTRAL AMERICA AND THE CARIBBEAN00INVESTMENTSN/A$8,575,000
EUROPE (INCLUDING ICELAND & GREENLAND)00INVESTMENTSN/A$219,000
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$8,794,000SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$8,794,000TotalSpentAmt
Transfer To Foreign CorpYes (1)TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp OwnershipYes (1)ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign PartnershipYes (1)ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART IV, LINE 1:FORM 926 FOREIGN FILING THE ORGANIZATION DOES NOT OWN 10% OR GREATER TOTAL VOTING POWER OR VALUE OF THE FOREIGN CORPORATIONS AND THEREFORE DOES NOT HAVE A FORM 926 FILING REQUIREMENT.
PART IV, LINE 3:FORM 5471 FOREIGN FILING THE ORGANIZATION DOES NOT OWN A 10% OR GREATER INTEREST IN THE FOREIGN CORPORATIONS AND THEREFORE DOES NOT HAVE A FORM 5471 FILING REQUIREMENT.
PART IV, LINE 5:FORM 8865 FOREIGN FILING THE ORGANIZATION DOES NOT OWN A 10% OR GREATER INTEREST IN THE FOREIGN PARTNERSHIPS AND THEREFORE DOES NOT HAVE A FORM 8865 FILING REQUIREMENT.

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising Acty0AgrmtProfFundraisingActyInd
Licensed StatesCALicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1AJU GALAEvent1Nm
Gross Receipts Event1$324,265GrossReceiptsEvent1Amt
Charitable Contri Event1$290,965CharitableContriEvent1Amt
Gross Revenue Event1$33,300GrossRevenueEvent1Amt
Food And Beverage Event1$25,412FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$50,508OtherDirectExpensesEvent1Amt
Gross Receipts Total$324,265GrossReceiptsTotalAmt
Charitable Contributions Tot$290,965CharitableContributionsTotAmt
Gross Revenue Total Events$33,300GrossRevenueTotalEventsAmt
Food And Beverage Total Events$25,412FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$50,508OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$75,920DirectExpenseSummaryEventsAmt
Net Income Summary-$42,620NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
JACK E & RACHEL GINDI FOUNDATION
6505 WILSHIRE BLVD SUITE 1200LOS ANGELESCA90048954068700501(C)(3)$709,406$0GENERAL SUPPORT
ADAT ARI EL
12020 BURBANK BLVDVALLEY VILLAGECA91607237366318501(C)(3)$343,700$0GENERAL SUPPORT
ACHIEVEKIDS
1212 MCGINNESS AVESAN JOSECA95127770412221501(C)(3)$70,233$0GENERAL SUPPORT
HOLOCAUST HEROES WORLDWIDE
3575 NE 207TH STMIAMIFL33180834405338501(C)(3)$70,233$0GENERAL SUPPORT
FieldValueIRS element (for citing)
Total501c3 Org4Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIPS / FINANCIAL AIDGrantTypeTxt
Recipient362RecipientCnt
Cash Grant$1,055,496CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationSCHOLARSHIPS ARE AWARDED TO THE STUDENTS BASED ON DIFFERENT CRITERIA. THE UNIVERSITY FOLLOWS ALL POLICIES AND REGULATIONS OF FEDERAL AID PROGRAMS WHEN IT AWARDS FINANCIAL AID TO STUDENTS. THE UNIVERSITY REQUIRES THE GRANTEE ORGANIZATIONS TO SUBMIT REPORTS TO SUPPORT THE USE OF GRANT FUNDS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentYes (1)SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (13 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
JEFFREY HERBST
PRESIDENT$480,235$0$40,000$0$0$0$20,069$0$14,489$0$554,793$0$0$0
ADRIAN BREITFELD BEDER
VP FOR FINANCE & ADMIN/CFO$323,656$0$50,000$0$0$0$12,915$0$340$0$386,911$0$0$0
DAVID A GROSHOFF
PROFESSOR OF BUSINESS AND LAW$103,579$0$0$0$220,883$0$4,757$0$4,820$0$334,039$0$0$0
BRADLEY S ARTSON
DEAN OF THE ZIEGLER SCHOOL (ZSRS)/VP$154,822$0$0$0$0$0$6,114$0$90,340$0$251,276$0$0$0
MICHELLE IRIS MAMANE-STARKMAN
VP COMMUNICATIONS$192,885$0$0$0$0$0$7,872$0$10,552$0$211,309$0$0$0
TARLAN RAHEL RABIZADEH
VP FOR JEWISH ENGAGEMENT$83,294$0$0$0$0$0$1,818$0$109,490$0$194,602$0$0$0
LYNN MARIA WITHERSPOON
SENIOR DIRECTOR OF ADVANCEMENT$167,632$0$0$0$0$0$6,800$0$12,717$0$187,149$0$0$0
CHERYL PERETZ
ASSOCIATE DEAN$112,740$0$0$0$0$0$4,978$0$66,610$0$184,328$0$0$0
CINDY FARRINGTON
CONTROLLER - 6/25/24$174,910$0$0$0$0$0$6,953$0$296$0$182,159$0$0$0
AARON M GOLDBERG
VP AND DIRECTOR OF CAMP ALONIM$164,840$0$0$0$0$0$6,600$0$10,082$0$181,522$0$0$0
CATHERINE S SCHNEIDER
VP OF ADVANCEMENT/CDO - 6/30/23$171,973$0$0$0$0$0$6,865$0$170$0$179,008$0$0$0
ROBBIE J TOTTEN
CHIEF ACADEMIC OFFICER$153,157$0$0$0$0$0$6,137$0$10,063$0$169,357$0$0$0
KIMBERLY WARNEKE
SENIOR DIRECTOR OF HUMAN RESOURCES$148,973$0$0$0$0$0$6,180$0$10,638$0$165,791$0$0$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 1AJEFFREY HERBST, PRESIDENT HAS A HOUSING ALLOWANCE. BRADLEY ARTSON, VICE PRESIDENT, TARLAN RAHEL RABIZADEH, VICE PRESIDENT FOR JEWISH ENGAGEMENT, SHERRE HIRSCH, CHIEF INNOVATION OFFICER AND CHERYL PERETZ, ASSOCIATE DEAN RECEIVED A PARSONAGE ALLOWANCE. PARSONAGE IS EXEMPT FROM TAXABLE WAGES AND IS INCLUDED UNDER THE NONTAXABLE BENEFITS SECTION.
PART I, LINE 4ADAVID GROSHOFF RECEIVED SEVERANCE PAYMENT OF $220,883 DURING THE 2023 CALENDAR YEAR.
PART I, LINE 7JEFFREY HERBST, PRESIDENT AND ADRIAN BREITFELD, VP FOR FINANCE & ADMIN/CFO RECEIVED BONUSES DURING THE 2023 CALENDAR YEAR.

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution6ContributionCnt
Noncash Contributions Rpt F990$45,479NoncashContributionsRptF990Amt
Method Of Determining RevenuesAVERAGE HIGH/LOW QUOTEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 30B:FormAndLineReferenceDesc
ExplanationTHE AMOUNT REPRESENTS THE NUMBER OF ACTUAL CONTRIBUTIONS RECEIVED AND NOT THE NUMBER OF ITEMS RECEIVED FOR EACH CONTRIBUTION.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 1ATHE EXECUTIVE COMMITTEE INCLUDES THE BOARD CHAIR, PRESIDENT, SECRETARY, TREASURER, VICE-CHAIRS, VICE PRESIDENT OF FINANCE AND ADMINISTRATION AND CFO, AND SELECT BOARD MEMBERS. IN GENERAL, THE EXECUTIVE COMMITTEE SHALL: A. SERVE AS A VEHICLE FOR LONG RANGE PLANNING FOR THE CORPORATION; B. PROVIDE A SOUNDING BOARD AND SOURCE OF COUNSEL FOR THE PRESIDENT; C. ACT ON BEHALF OF THE BOARD ON ALL DAY-TO-DAY FINANCIAL MATTERS; D. UNDER CIRCUMSTANCES WHERE, IN THE DISCRETION OF THE PRESIDENT OR THE CHAIRPERSON, IT IS NOT POSSIBLE OR PRACTICAL TO CONVENE AN IMMEDIATE MEETING OF A QUORUM OF THE BOARD, TO APPROVE EXPENDITURES OR CONTRACTS, OR SERIES OF EXPENDITURES OR CONTRACTS, WHICH, IN THE AGGREGATE, INVOLVE UNBUDGETED EXPENDITURES OF NOT MORE THAN $500,000;
FORM 990, PART VI, SECTION A, LINE 2THE FOLLOWING BOARD MEMBERS HAVE A FAMILY RELATIONSHIP: FRANCIS S MAAS AND VIRGINIA MAAS.
FORM 990, PART VI, SECTION B, LINE 11BDIRECTOR OF FINANCIAL PLANNING AND ANALYSIS AND VICE PRESIDENT FOR FINANCE AND ADMINISTRATION AND CFO REVIEW THE 990 FORM ONCE READY. ALL BOARD MEMBERS RECEIVE ACCESS TO A COPY OF THE 990 BEFORE IT IS FILED. IN ADDITION, THE AUDIT COMMITTEE REVIEWS AND APPROVES THE 990 BEFORE FILED.
FORM 990, PART VI, SECTION B, LINE 12CTHE ORGANIZATION REQUIRES THE OFFICERS/DIRECTORS TO COMPLETE ANNUAL STATEMENTS TO INFORM THE ORGANIZATION OF ANY CONFLICT OF INTERESTS THAT MAY EXIST. THE VICE PRESIDENT MONITORS THE COMPLIANCE OF THE POLICY. THE ADMINISTRATIVE ASSISTANT OF THE VICE PRESIDENT FOR FINANCE AND ADMINISTRATION AND CFO KEEPS TRACK OF ALL ANNUAL STATEMENTS RECEIVED.
FORM 990, PART VI, SECTION B, LINE 15COMPENSATION FOR THE PRESIDENT AND OFFICERS IS REVIEWED BY THE EXECUTIVE COMPENSATION COMMITTEE. AN INDEPENDENT CONSULTING FIRM PARTICIPATES IN THE EXECUTIVE COMPENSATION COMMITTEE MEETING, PERFORMS RESEARCH AND PROVIDES RECOMMENDATIONS TO THE COMMITTEE.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC ON THEIR WEBSITE AND UPON REQUEST.
FORM 990, PART XI, LINE 9:PLEDGE WRITE OFFS -1,159,201. CHANGES IN VALUE OF ANNUITIES 297.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
AJU BBI HOLDINGS LLC
15600 MULHOLLAND DRLOS ANGELESCA90077TITLE HOLDINGCA$0$11,277,547AMERICAN JEWISH UNIVERSITY
AJU PEPPERTREE HOLDINGS LLC
15600 MULHOLLAND DRLOS ANGELESCA90077TITLE HOLDINGCA$0$1,770,000AMERICAN JEWISH UNIVERSITY

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1UNIVERSITY OF JUDAISM FOUNDATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line115600 MULHOLLAND DRAddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90077ZIPCd
FieldValueIRS element (for citing)
EIN953637239EIN
Primary ActivitiesTO SUPPORT AMERICAN JEWISH UNIVERSITYPrimaryActivitiesTxt
Legal Domicile StateCALegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity StatusPFPublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1AMERICAN JEWISH UNIVERSITYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled OrganizationYes (1)ControlledOrganizationInd

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1ZSRS FUND LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line115760 VENTURA BLVD SUITE 801AddressLine1Txt
CityENCINOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91436ZIPCd
FieldValueIRS element (for citing)
EIN202587256EIN
Primary ActivitiesREAL ESTATE INVESTMENTSPrimaryActivitiesTxt
Legal Domicile StateCALegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1AMERICAN JEWISH UNIVERSITYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Predominant Income TypeEXCLUDEDPredominantIncomeTypeTxt
Share Of Total Income$302,801ShareOfTotalIncomeAmt
Share Of EOY Assets$9,135,061ShareOfEOYAssetsAmt
Disproportionate Allocations0DisproportionateAllocationsInd
UBI Code V$46,934UBICodeVAmt
General Or Managing Partner0GeneralOrManagingPartnerInd
Ownership1.00000OwnershipPct

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1BRANDEIS MUTUAL WATER COBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line115600 MULHOLLAND DRAddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90077ZIPCd
FieldValueIRS element (for citing)
EIN952565383EIN
Primary ActivitiesWATER FACILITYPrimaryActivitiesTxt
Legal Domicile StateCALegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1AJU BBI HOLDINGS LLCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Entity TypeCEntityTypeTxt
Share Of EOY Assets$75,000ShareOfEOYAssetsAmt
Ownership1.00000OwnershipPct
Controlled OrganizationYes (1)ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1ZSRS LLCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeSTransactionTypeTxt
Involved$1,023,704InvolvedAmt
Method Of Amount DeterminationBOOK VALUEMethodOfAmountDeterminationTxt

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