JEWISH FEDERATION OF ORANGE COUNTY: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- JEWISH FEDERATION OF ORANGE COUNTY (EIN 95-2407026)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2021-11-19
- IRS object ID
- 202113239349301131
- Schema version
- 2019v5.2
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-19T15:38:35-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 951777440 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREEN HASSON & JANKS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 SOUTH FLOWER STREET SUITE 3300 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 952407026 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWISH FEDERATION AND FAMILY SERVICES | BusinessNameLine1Txt |
| Business Name Line2 | OF ORANGE COUNTY | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JEWI | BusinessNameControlTxt |
| Phone | 9494353484 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 FEDERATION WAY NO 210 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92603 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARSIE ALFORD | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 9494353484 | PhoneNum |
| Signature | 2021-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LIZBETH NEVAREZ | PreparerPersonNm |
| PTIN | P01399868 | PTIN |
| Phone | 3108731600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Principal Officer | MARSIE ALFORD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 FEDERATION WAY STE 210 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92603 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $6,118,127 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.JEWISHORANGECOUNTY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1966 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | WE CARE FOR PEOPLE IN NEED AND STRENGTHEN JEWISH COMMUNITY IN OC, ISRAEL, AND AROUND THE WORLD | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 67 | TotalEmployeeCnt |
| Total Volunteers | 575 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,144,034 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,814,634 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $117,722 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $13,335 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$169,886 | PYInvestmentIncomeAmt |
| CY Investment Income | $113,145 | CYInvestmentIncomeAmt |
| PY Other Revenue | $188,148 | PYOtherRevenueAmt |
| CY Other Revenue | $61,930 | CYOtherRevenueAmt |
| PY Total Revenue | $6,280,018 | PYTotalRevenueAmt |
| CY Total Revenue | $6,003,044 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,930,571 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,745,666 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,848,284 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,059,219 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $893,552 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,924,855 | PYOtherExpensesAmt |
| CY Other Expenses | $2,030,492 | CYOtherExpensesAmt |
| PY Total Expenses | $8,703,710 | PYTotalExpensesAmt |
| CY Total Expenses | $6,835,377 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,423,692 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$832,333 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $13,308,677 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,291,460 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,320,184 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,172,366 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $8,988,493 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $11,119,094 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF THE ORGANIZATION IS TO CARE FOR PEOPLE IN NEED, AND TO STRENGTHEN JEWISH LIFE IN ORANGE COUNTY, ISRAEL AND AROUND THE WORLD. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,228,801 | ExpenseAmt |
| Grant | $662,695 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | THROUGH ITS FEDERATION DIVISION, THE ORGANIZATION STRENGTHENS JEWISH LIFE IN ORANGE COUNTY THROUGH PROGRAMS, GRANTS, AND OPPORTUNITIES FOR PHILANTHROPIC GIVING, AND STRENGTHENS JEWISH LIFE IN ISRAEL AND AROUND THE WORLD THROUGH ITS NATIONAL PARTNER, JEWISH FEDERATIONS OF NORTH AMERICA.JFFS COMMUNITY CALENDAR ONLINE ENABLES INDIVIDUALS TO FIND INFORMATION ON EVENTS IN THE ORANGE COUNTY JEWISH COMMUNITY.JFFS ISRAEL INITIATIVE BRINGS ORANGE COUNTY TO ISRAEL AND ISRAEL TO ORANGE COUNTY. JFFS SUPPORTS OUR PARTNERSHIP2GETHER COMMUNITIES (KIRYAT MALACHI AND ASHKELON COAST REGION); PROMOTES VOLUNTEER SERVICE; PROVIDES OC YOUTH WITH ISRAEL EXPERIENCE EDUCATIONAL GRANTS; FACILITATES DELEGATION VISITS TO AND FROM ISRAEL; AND MAKES GRANTS TO ISRAELI NONPROFIT ORGANIZATIONS AND TO ISRAEL-THEMED PROJECTS IN ORANGE COUNTY.JFFS PASSPORT TO JEWISH LIFE GRANTS SUPPORT JEWISH YOUTH AND YOUNG ADULTS FOR PARTICIPATION IN JEWISH EDUCATIONAL EXPERIENCES (CAMP, RELIGIOUS SCHOOL, LEADERSHIP TRAINING). JFFS CORE GRANTS UNDERPIN THE ESSENTIAL OPERATION OF FIVE CORE PARTNERS: HEBREW ACADEMY, AND TARBUT V' TORAH COMMUNITY DAY SCHOOL (K-12 EDUCATION); HILLEL FOUNDATION (COLLEGE STUDENT LEADERSHIP AND CONNECTION); THE MERAGE JEWISH COMMUNITY CENTER (CULTURAL, EDUCATIONAL AND SOCIAL ENGAGEMENT PROGRAMS FOR ALL AGES); AND JEWISH FEDERATIONS OF NORTH AMERICA, OUR NATIONAL CORE PARTNER.JFFS FAMILY PHILANTHROPY IS A GIVING CIRCLE THAT ENABLES FAMILIES WITH SCHOOL-AGE CHILDREN TO PARTICIPATE IN ACTIVITIES THAT BUILD THE NEXT GENERATION OF COMMUNITY PHILANTHROPISTS. JFFS IMPACT GRANTS SUPPORT PROGRAMS PROVIDED BY OC'S JEWISH ORGANIZATIONS AND CONGREGATIONS. AN ANNUAL REQUEST FOR PROPOSALS IS SENT TO ALL JEWISH OC ORGANIZATIONS; GRANT DECISIONS ARE MADE BY THE JFFS LAY LEADERSHIP PLANNING AND FUNDING COUNCIL.JFFS LAGUNA WOODS REGION CONNECTS ACTIVE OLDER (55+) JEWISH ADULTS WITH THE BROADER OC JEWISH COMMUNITY AND IS A LOCAL RALLYING POINT FOR JEWISH COMMUNITY ACTIVITIES, RAISING FUNDS FOR JFFS ANNUAL CAMPAIGN AND PROMOTING LEGACY PHILANTHROPY. JFFS LEGACY CIRCLE INSPIRES COMMUNITY MEMBERS, FROM YOUNG ADULTS TO SENIORS, TO INVEST IN THE FUTURE OF THE OC JEWISH COMMUNITY THROUGH PLANNED GIVING.JFFS NEXTGEN ENCOURAGES YOUNG JEWISH ADULTS, AGES 21 TO 45, TO BECOME COMMITTED LIFELONG PARTICIPANTS IN THE JEWISH COMMUNITY THROUGH VOLUNTEER, SOCIAL, EDUCATIONAL, LEADERSHIP AND PHILANTHROPIC OPPORTUNITIES. ITS TIKKUN4TROOPS EVENT ENGAGES HUNDREDS OF COMMUNITY MEMBERS TO PROVIDE THOUSANDS OF CARE PACKAGES FOR US SERVICE MEMBERS OVERSEAS. NEXTGEN ALSO MANAGES BIRTHRIGHT ISRAEL TRIPS FOR POST-COLLEGE JEWISH YOUNG ADULTS. JFFS ORANGE COUNTY JEWISH HISTORICAL SOCIETY IS DEDICATED TO THE DISCOVERY, PRESERVATION AND PROMOTION OF PUBLIC AWARENESS OF THE HISTORY AND CONTRIBUTIONS OF THE JEWISH COMMUNITY IN ORANGE COUNTY.JFFS PLANNING AND FUNDING COUNCIL REVIEWS AND DETERMINES JFFS CORE GRANTS AND IMPACT GRANTS; OVERSEAS ALL JFFS GRANT-MAKING COMMITTEES AND OF ORANGE COUNTY JEWISH FEDERATION AND FAMILY SERVICES DONOR-DESIGNATED GRANTS DELIBERATES ON EMERGING COMMUNITY NEEDS.JFFS ROSE PROJECT CREATES SELF-SUFFICIENT JEWISH STUDENT LEADERS ON OC COLLEGE AND UNIVERSITY CAMPUSES BY INFORMING, EDUCATING AND ENGAGING JEWISH STUDENTS ON JEWISH LIFE AND ISRAEL ISSUES; AND FACILITATES INFORMED AND RESPECTFUL DIALOGUE.JFFS PJ LIBRARY PROVIDES GIFT OF MONTHLY JEWISH-THEMED BOOKS AND MUSIC CDS TO REGISTERED FAMILIES RAISING A JEWISH CHILD, AGES 6 MONTHS TO 8 YEARS.JFFS SOLOMON SOCIETY IS A FELLOWSHIP OF MEN WHO INSPIRE EACH OTHER THROUGH THEIR VALUES AND COMMITMENT TO COMMUNITY. MEMBERS OF THE SOCIETY BUILD COMMUNITY THROUGH NETWORKING, LEADERSHIP, PHILANTHROPY AND LEVERAGING OF COLLECTIVE POWER.JFFS THE NETWORK PROVIDES A PLATFORM FOR JEWISH PROFESSIONALS TO BUILD BUSINESS RELATIONSHIPS, FOSTER LEADERSHIP OPPORTUNITIES AND ENGAGE WITH PEERS WHO SHARE A SIMILAR COMMITMENT TO JEWISH VALUES, COLLABORATION AND COMMUNITY BUILDING.JFFS WOMEN'S PHILANTHROPY CREATES OPPORTUNITIES FOR ALL WOMEN TO DEVELOP AND ENHANCE LEADERSHIP SKILLS WHILE RESPONDING TO NEEDS OF THE LOCAL AND GLOBAL JEWISH COMMUNITY. THE GROUP SPONSORS INNOVATIVE COMMUNITY SERVICE PROJECTS, CREATES NETWORKING OPPORTUNITIES, ANDENGAGES WOMEN IN JEWISH LIFE THROUGH CULTURAL, EDUCATIONAL AND SOCIAL PROGRAMMING.JFFS ZECHTER MUSIC CENTER SUPPORTS JEWISH YOUTH IN PURSUING MUSICAL INSTRUMENT STUDIES AND ENGAGING IN ARTS APPRECIATION ACTIVITIES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,805,217 | ExpenseAmt |
| Grant | $1,082,971 | GrantAmt |
| Revenue | $13,335 | RevenueAmt |
| Desc | THROUGH ITS FAMILY SERVICES DIVISION, THE ORGANIZATION CARES FOR PEOPLE IN NEED THROUGH PROGRAMS, SERVICES, AND DIRECT FINANCIAL ASSISTANCE THAT BENEFITED SOME 925 INDIVIDUALS IN 2019. GUIDED BY JEWISH TRADITIONS OF SOCIAL RESPONSIBILITY, COMPASSION, AND RESPECT FOR ALL, FAMILY SERVICES PROGRAMS SUPPORT AND STRENGTHEN PEOPLE OF ALL AGES, BELIEFS, AND BACKGROUNDS. JFFS COUNSELING, BY EXPERT THERAPISTS, ASSISTS INDIVIDUALS, COUPLES AND FAMILIES ADDRESSING ISSUES OF ANXIETY, DEPRESSION, BEREAVEMENT AND OTHER LIFE CHALLENGES.JFFS HELPLINE IS OPEN TO THE COMMUNITY DURING BUSINESS HOURS TO ASSIST COMMUNITY MEMBERS WITH SERVICES, SUPPORT, INFORMATION, AND REFERRAL.JFFS HOLOCAUST SURVIVOR PROGRAM PROVIDES INDIVIDUAL CASE MANAGEMENT; COMPENSATION FOR HOME CARE AND HOUSEKEEPING SERVICES, ASSISTANCE WITH RESTITUTION MATTERS; EMERGENCY FINANCIAL AID; CAFE EUROPA, A MONTHLY SERIES OF SOCIAL EVENTS; AND MEAL PARTNERS, A VOLUNTEER COMPANIONSHIP PROGRAM MATCHING SURVIVORS WITH COMMUNITY MEMBERS.JFFS JEWISH RESIDENTIAL HOMES FOR ADULTS WITH SPECIAL NEEDS ARE SUPPORTIVE, COMMUNITY-BASED GROUP LIVING HOMES THAT PROVIDE RESIDENTS WITH ENRICHMENT, WELLNESS, AND JEWISH CULTURAL ACTIVITIES. THE FIRST, MANDEL HOUSE, OPENED IN 2014; THE SECOND, HORWITZ FAMILY HOUSE, OPENEDIN 2017.JFFS LIFELINES PROVIDES SHORT-TERM, SOLUTION-FOCUSED EMERGENCY CASE MANAGEMENT FOR OC RESIDENTS IN CRISIS; AND ADOPT A FAMILY, A COMMUNITY PARTNERSHIP PROGRAM TO PROVIDE ADDITIONAL SUPPORT TO VULNERABLE COMMUNITY MEMBERS DURING MAJOR HOLIDAYS.JFFS WOMEN FORWARD PROVIDES WOMEN AGE 40+ WITH COACHING AND SUPPORT TO SECURE EMPLOYMENT AND ATTAIN LONG-TERM FINANCIAL SELF-SUFFICIENCY. WOMEN FORWARD ALSO OFFERS A SERIES OF WORKSHOPS EACH YEAR THAT ARE OPEN TO WOMEN OF ALL AGES AND BACKGROUNDS IN OC. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $4,034,018 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 27 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 67 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARSIE ALFORD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9494353484 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 FEDERATION WAY STE 210 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92603 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|
| ARLENE MILLER | ||||||||
| PRESIDENT AND CEO | 40.00 | 0.00 | Yes (X) | $299,830 | $0 | $31,632 | ||
| LAUREN GAVSHON BRAND | ||||||||
| COO | 40.00 | 0.00 | Yes (X) | $115,261 | $0 | $18,960 | ||
| KATHLEEN MELLON | ||||||||
| SENIOR DIRECTOR | 40.00 | 0.00 | $111,903 | $0 | $16,165 | Yes (X) | ||
| STEPHANIE EPSTEIN | ||||||||
| SENIOR DIRECTOR | 40.00 | 0.00 | $109,221 | $0 | $5,574 | Yes (X) | ||
| BONNIE WIDERMAN | ||||||||
| DIRECTOR | 40.00 | 0.00 | $105,301 | $0 | $12,417 | Yes (X) | ||
| DORIS JACOBSON | ||||||||
| DIRECTOR | 40.00 | 0.00 | $100,458 | $0 | $5,585 | Yes (X) | ||
| YAEL ARONOFF | ||||||||
| DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| FRANK ELLIS | ||||||||
| DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| JONATHAN GERBER | ||||||||
| DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| BERNIE LABOWITZ | ||||||||
| DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| SUSAN LEVINSTEIN | ||||||||
| DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| ADAM MILLER | ||||||||
| DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| DEBORAH SIMINOU | ||||||||
| DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| JAMES M WEISS MD | ||||||||
| DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| RABBI DAVID ELIEZRIE | ||||||||
| DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| ROGER FRIEDMAN | ||||||||
| DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| MARC GARELICK | ||||||||
| DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| GWEN GLUCKMAN | ||||||||
| DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| ERIC KRAMER | ||||||||
| DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| LORI REZNICK | ||||||||
| DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| RABBI NICO SOCOLOVSKY | ||||||||
| DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| LORI SCHWARTZ | ||||||||
| CHAIR OF THE BOARD | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| HEATHER KLINE | ||||||||
| SECRETARY | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| MICHAEL SHAPIRO | ||||||||
| TREASURER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $841,974 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $90,333 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GROBSTEIN TEEPLE LLP | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6300 CANOGA AVENUE SUITE 1500W | AddressLine1Txt |
| City | WOODLAND HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91367 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | PROFESSIONAL SERVICES | ServicesDesc |
| Compensation | $105,073 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $152,079 | FundraisingAmt |
| Government Grants | $173,030 | GovernmentGrantsAmt |
| All Other Contributions | $5,489,525 | AllOtherContributionsAmt |
| Noncash Contributions | $25,422 | NoncashContributionsAmt |
| Total Contributions | $5,814,634 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLIENT COUNSELING | Desc |
| Business | 624100 | BusinessCd |
| Total Revenue Column | $13,335 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $13,335 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $13,335 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $113,145 | TotalRevenueColumnAmt |
| Exclusion | $113,145 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $25,406 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $25,406 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $25,406 | TotalRevenueColumnAmt |
| Exclusion | $25,406 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $116,781 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $152,079 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $115,083 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,698 | TotalRevenueColumnAmt |
| Exclusion | $1,698 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $34,826 | TotalRevenueColumnAmt |
| Exclusion | $34,826 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $34,826 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,003,044 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $13,335 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $175,075 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $662,695 | TotalAmt |
| Program Services | $662,695 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,082,971 | TotalAmt |
| Program Services | $1,082,971 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $465,683 | TotalAmt |
| Program Services | $238,785 | ProgramServicesAmt |
| Management And General | $139,874 | ManagementAndGeneralAmt |
| Fundraising | $87,024 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,142,862 | TotalAmt |
| Program Services | $1,110,155 | ProgramServicesAmt |
| Management And General | $626,928 | ManagementAndGeneralAmt |
| Fundraising | $405,779 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,608 | TotalAmt |
| Program Services | $42,514 | ProgramServicesAmt |
| Management And General | $33,012 | ManagementAndGeneralAmt |
| Fundraising | $15,082 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $166,493 | TotalAmt |
| Program Services | $78,120 | ProgramServicesAmt |
| Management And General | $60,661 | ManagementAndGeneralAmt |
| Fundraising | $27,712 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $193,573 | TotalAmt |
| Program Services | $99,943 | ProgramServicesAmt |
| Management And General | $57,719 | ManagementAndGeneralAmt |
| Fundraising | $35,911 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,544 | TotalAmt |
| Management And General | $4,544 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $458,424 | TotalAmt |
| Management And General | $458,424 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $216,331 | TotalAmt |
| Program Services | $36,775 | ProgramServicesAmt |
| Management And General | $140,621 | ManagementAndGeneralAmt |
| Fundraising | $38,935 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $141,382 | TotalAmt |
| Program Services | $67,149 | ProgramServicesAmt |
| Management And General | $43,265 | ManagementAndGeneralAmt |
| Fundraising | $30,968 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,815 | TotalAmt |
| Program Services | $5,418 | ProgramServicesAmt |
| Management And General | $73,042 | ManagementAndGeneralAmt |
| Fundraising | $3,355 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $317,502 | TotalAmt |
| Program Services | $161,875 | ProgramServicesAmt |
| Management And General | $58,059 | ManagementAndGeneralAmt |
| Fundraising | $97,568 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $224,536 | TotalAmt |
| Program Services | $170,805 | ProgramServicesAmt |
| Management And General | $15,695 | ManagementAndGeneralAmt |
| Fundraising | $38,036 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,743 | TotalAmt |
| Management And General | $36,743 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,301 | TotalAmt |
| Program Services | $56,252 | ProgramServicesAmt |
| Management And General | $41,049 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,674 | TotalAmt |
| Program Services | $33,141 | ProgramServicesAmt |
| Management And General | $17,843 | ManagementAndGeneralAmt |
| Fundraising | $11,690 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| LICENSES & FEES | $125,343 | $27,188 | $68,216 | $29,939 |
| COMMUNITY DEVELOPMENT & | $95,499 | $85,707 | $1,910 | $7,882 |
| EVENTS & SPEAKERS | $81,819 | $24,513 | $220 | $57,086 |
| EDUCATION & PROFESSIONA | $26,086 | $11,485 | $13,826 | $775 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,493 | TotalAmt |
| Program Services | $38,527 | ProgramServicesAmt |
| Management And General | $16,156 | ManagementAndGeneralAmt |
| Fundraising | $5,810 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,835,377 | TotalAmt |
| Program Services | $4,034,018 | ProgramServicesAmt |
| Management And General | $1,907,807 | ManagementAndGeneralAmt |
| Fundraising | $893,552 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $551,400 | BOYAmt |
| EOY | $3,237,445 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $737,072 | BOYAmt |
| EOY | $742,642 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,427,572 | BOYAmt |
| EOY | $537,183 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $98,310 | BOYAmt |
| EOY | $7,500 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,020,931 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $116,552 | BOYAmt |
| EOY | $13,709 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,253,113 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $652,007 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,728,103 | BOYAmt |
| EOY | $1,601,106 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,755,576 | BOYAmt |
| EOY | $2,074,219 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,873,161 | BOYAmt |
| EOY | $5,077,656 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,308,677 | BOYAmt |
| EOY | $13,291,460 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,360,632 | BOYAmt |
| EOY | $1,572,366 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $88,621 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $250,000 | BOYAmt |
| EOY | $600,000 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,620,931 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,320,184 | BOYAmt |
| EOY | $2,172,366 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$268,787 | BOYAmt |
| EOY | -$1,191,388 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,257,280 | BOYAmt |
| EOY | $12,310,482 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,988,493 | BOYAmt |
| EOY | $11,119,094 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,308,677 | BOYAmt |
| EOY | $13,291,460 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$832,333 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $365,286 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | $2,077,311 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $520,337 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,489,437 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,554,848 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,695,812 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,144,034 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,814,634 | CurrentTaxYearAmt |
| Total | $31,698,765 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,489,437 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,554,848 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,695,812 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,144,034 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,814,634 | CurrentTaxYearAmt |
| Total | $31,698,765 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,350,372 | SubstantialContributorsTotAmt |
| Public Support Total170 | $28,348,393 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $323,314 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $141,625 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $352,160 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $225,725 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $138,551 | CurrentTaxYearAmt |
| Total | $1,181,375 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $168,225 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,698 | CurrentTaxYearAmt |
| Total | $169,923 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,774 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,365 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $52,444 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,389 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $34,826 | CurrentTaxYearAmt |
| Total | $100,798 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $33,150,861 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $626,123 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.85510 | PublicSupportCY170Pct |
| Public Support PY170 | 0.72330 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,691,513 | BeginningYearBalanceAmt |
| Contributions | $342 | ContributionsAmt |
| Investment Earnings Or Losses | $523,028 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $2,214,883 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,124,362 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$98,336 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $73,296 | OtherExpendituresAmt |
| Administrative Expenses | $261,217 | AdministrativeExpensesAmt |
| End Year Balance | $1,691,513 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,987,751 | BeginningYearBalanceAmt |
| Contributions | $10,226 | ContributionsAmt |
| Investment Earnings Or Losses | $254,223 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $110,450 | OtherExpendituresAmt |
| Administrative Expenses | $17,388 | AdministrativeExpensesAmt |
| End Year Balance | $2,124,362 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,530,809 | BeginningYearBalanceAmt |
| Contributions | $215,000 | ContributionsAmt |
| Investment Earnings Or Losses | $322,422 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $80,500 | OtherExpendituresAmt |
| End Year Balance | $1,987,731 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,662,277 | BeginningYearBalanceAmt |
| Contributions | $293 | ContributionsAmt |
| Investment Earnings Or Losses | -$51,351 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $80,410 | OtherExpendituresAmt |
| End Year Balance | $1,530,809 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.67760 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.32240 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $749,621 | OtherCostOrOtherBasisAmt |
| Book Value | $749,621 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $819,630 | OtherCostOrOtherBasisAmt |
| Depreciation | $96,830 | DepreciationAmt |
| Book Value | $722,800 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $44,250 | OtherCostOrOtherBasisAmt |
| Depreciation | $19,245 | DepreciationAmt |
| Book Value | $25,005 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $639,612 | OtherCostOrOtherBasisAmt |
| Depreciation | $535,932 | DepreciationAmt |
| Book Value | $103,680 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,601,106 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| BENEFICIAL INTERESTS IN ASSETS AT JCF | $5,045,089 |
| CEMETERY PLOTS | $15,000 |
| DONATED ASSETS | $3,500 |
| OTHER ASSETS | $14,067 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $5,077,656 | TotalBookValueOtherAssetsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $6,888,667 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $365,286 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $520,337 | OtherRevenueAmt |
| Revenue Not Reported | $885,623 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,003,044 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $6,003,044 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,835,377 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $6,835,377 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,835,377 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE BOARD DESIGNATED ENDOWMENT IS INTENDED TO PROVIDE ONGOING SUPPORT FOR THE ORGANIZATION THROUGH AN ANNUAL DISTRIBUTION THE BOARD DESIGNATED ENDOWMENT MAY BE USED TO SUPPORT SIGNIFICANT OPERATING OR PROGRAM INITIATIVES THAT EXCEED THE PROJECTED ANNUAL BUDGET. OTHER ENDOWMENT FUNDS SET UP ACCORDING TO DONORS' DIRECTIONS ARE USED TO SUPPORT PROGRAMS SPECIFIED BY THE DONORS. |
| PART X, LINE 2: | JEWISH FEDERATION & FAMILY SERVICES OF ORANGE COUNTY (JFFS) RECOGNIZES THE IMPACT OF TAX POSITIONS IN THE FINANCIAL STATEMENTS IF THAT POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED ON AUDIT, BASED ON THE TECHNICAL MERITS OF THE POSITION. DURING THE YEAR ENDED DECEMBER 31, 2019. JFFS PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS AND DID NOT NOTE ANY MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR WHICH MIGHT HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF BENEFICIAL INTERESTS IN ASSETS HELD BY OTHERS 523,028. LOSS ON UNCOLLECTIBLE PLEDGES RECEIVABLE -2,691. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | 2019 SOL LATE NIGHT | Event1Nm |
| Gross Receipts Event1 | $119,927 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $63,563 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $56,364 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $31,394 | FoodAndBeverageEvent1Amt |
| Event2 | 2019 WOMEN'S PHILANTHROPY VOICES | Event2Nm |
| Gross Receipts Event2 | $103,655 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $48,008 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $55,647 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $44,547 | FoodAndBeverageEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $45,278 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $40,508 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $4,770 | GrossRevenueOtherEventsAmt |
| Food And Beverage Other Events | $39,142 | FoodAndBeverageOtherEventsAmt |
| Gross Receipts Total | $268,860 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $152,079 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $116,781 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $115,083 | FoodAndBeverageTotalEventsAmt |
| Direct Expense Summary Events | $115,083 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $1,698 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (16 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| JEWISH FEDERATIONS OF NORTH AMERICA INC | |||||||
| 25 BROADWAY SUITE 1700 | NEW YORK | NY | 10004 | 131624240 | 501(C)(3) | $207,870 | IMPACT, CORE, DOMESTIC DISASTER RELIEF (PITTSBURGH), NINBURG ISRAEL PASSPORT, AND PASS-THROUGH GRANTS |
| PACIFIC SYMPHONY | |||||||
| 17620 FITCH 100 | IRVINE | CA | 92614 | 953635496 | 501(C)(3) | $100,000 | WEISSMAN ARTS GRANT FOR HOLOCAUST MEMORIAL PROGRAM "DEFIANT REQUIEM" |
| MERAGE JEWISH COMMUNITY CENTER OF ORANGE COUNTY | |||||||
| 1 FEDERATION WAY SUITE 200 | IRVINE | CA | 92603 | 330016661 | 501(C)(3) | $54,525 | WEISSMAN ARTS GRANT FOR MACCABI ARTSFEST, CHASIN GENERAL SUPPORT GRANT, NINBURG ISRAEL IMPACT GRANTS FOR TEEN STUDY TRIPS IN ISRAEL AND CELEBRATE ISRAEL COMMUNITY EVENT, MEIZNER PASSPORT GRANT FOR STUDENTS WITH SPECIAL NEEDS, AND PASS-THROUGH GRANTS |
| HILLEL FOUNDATION OF ORANGE COUNTY | |||||||
| 1 FEDERATION WAY SUITE 205 | IRVINE | CA | 92603 | 521844823 | 501(C)(3) | $52,000 | IMPACT, CORE, AND NINBURG ISRAEL-CENTRIC PROGRAMMING GRANTS |
| THE HEBREW ACADEMY | |||||||
| 14401 WILLOW LANE | HUNTINGTON BEACH | CA | 92647 | 330688036 | 501(C)(3) | $50,000 | CORE AND NINBURG ISRAEL-CENTRIC PROGRAMMING GRANTS |
| SHEVET TAPUZ THE ISRAELI SCOUTS OF ORANGE COUNTY | |||||||
| 46 FOXHILL | IRVINE | CA | 92604 | 271444394 | 501(C)(3) | $36,500 | NINBURG ISRAEL IMPACT GRANTS; PASSPORT GRANT FOR YOUTH SCHOLARSHIPS; ROSE PROJECT GRANT ACT.IL |
| TARBUT V'TORAH COMMUNITY DAY SCHOOL | |||||||
| 5 FEDERATION WAY | IRVINE | CA | 92603 | 953374189 | 501(C)(3) | $36,000 | NINBURG ISRAEL IMPACT GRANT FOR 11TH GRADE POLAND-ISRAEL TRIP; PASS-THROUGH GRANTS |
| ORANGE COUNTY JEWISH COMMUNITY SCHOLAR PROGRAM | |||||||
| 5 KLAMATH | IRVINE | CA | 92612 | 460478494 | 501(C)(3) | $15,000 | NINBURG IMPACT GRANT: ONE MONTH SCHOLAR FROM ISRAEL ; PASS-THROUGH |
| TEMPLE BETH TIKVAH | |||||||
| 1600 N ACACIA AVENUE | FULLERTON | CA | 92831 | 952367005 | 501(C)(3) | $13,500 | PASSPORT GRANT: RELIGIOUS SCHOOL SCHOLARSHIPS; NINBURG ISRAEL AND ROSE PROJECT GRANTS FOR KROVIM PROGRAM WITH BEIT SAMUELI RAANANA |
| IRVINE HEBREW DAY SCHOOL | |||||||
| 1500 EAST 17TH STREET | SANTA ANA | CA | 92706 | 465538235 | 501(C)(3) | $13,250 | CORE AND NINBURG ISRAEL-CENTRIC PROGRAMMING GRANTS |
| ORANGE COUNTY MUSIC AND DANCE INC | |||||||
| 17620 FITCH AVE STE 160 | IRVINE | CA | 92614 | 813275405 | 501(C)(3) | $7,500 | ZECHTER SCHOLARSHIPS FOR JEWISH STUDENTS. |
| CHABAD LUBAVITCH OF CYPRESS | |||||||
| 12340 SEAL BEACH BLVD B219 | SEAL BEACH | CA | 90740 | 201413896 | 501(C)(3) | $6,500 | PASSPORT GRANT: HEBREW HIGH AND CTEEN SCHOLARSHIPS |
| CHABAD OF IRVINE | |||||||
| 5010 BARRANCA PKWY | IRVINE | CA | 92604 | 330886313 | 501(C)(3) | $6,000 | PASSPORT GRANT: RELIGIOUS SCHOOL SCHOLARSHIPS; NINBURG ISRAEL-CENTRIC PROGRAMMING GRANT |
| CONGREGATION B'NAI ISRAEL | |||||||
| 2111 BRYAN | TUSTIN | CA | 92782 | 953680172 | 501(C)(3) | $6,000 | PASSPORT GRANT: RELIGIOUS SCHOOL SCHOLARSHIPS; NINBURG ISRAEL-CENTRIC PROGRAMMING GRANT |
| CONGREGATION SHIR HA-MA'ALOT | |||||||
| 3652 MICHELSON DRIVE | IRVINE | CA | 92612 | 952559118 | 501(C)(3) | $6,000 | PASSPORT GRANT: RELIGIOUS SCHOOL SCHOLARSHIPS |
| CHABAD JEWISH CENTER OF MISSION VIEJO | |||||||
| 24041 MARGUERITE PARKWAY | MISSION VIEJO | CA | 92692 | 330673282 | 501(C)(3) | $5,500 | PASSPORT GRANT: RELIGIOUS SCHOOL AND CTEEN SCHOLARSHIPS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 16 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (5 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| HOLOCAUST SURVIVORS: FOOD CARDS, SUPPORT FOR DENTAL WORK, MEDICAL EQUIPMENT, EMERGENCY ASSISTANCE, MEDICATION, AND HOMECARE SUPPORTED BY THE CLAIMS CONFERENCE | 120 | $1,010,431 |
| HOLOCAUST SURVIVORS: TRANSPORTATION AND OTHER ESSENTIAL SERVICES SUPPORTED BY THE CALIFORNIA DEPARTMENT OF SOCIAL SERVICES/JEWISH PUBLIC AFFAIRS COMMITTEE GRANT | 145 | $54,398 |
| HOLOCAUST SURVIVORS: EMERGENCY NEEDS SUPPORTED BY A GRANT FROM THE EKSTROM FOUNDATION | 23 | $8,185 |
| ROSE PROJECT ACT.IL STUDENT STIPENDS | 17 | $8,000 |
| ROSE PROJECT AIPAC STUDENT SUBSIDIES | 10 | $1,957 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION MAINTAINS RECORDS OF DECISIONS MADE BY GRANTMAKING COMMITTEES (COMMUNITY & ISRAEL GRANTS COMMITTEE, ROSE PROJECT, STRATEGIC PLANNING COMMITTEE) THAT INCLUDE MINUTES OF MEETINGS AT WHICH DECISIONS ARE MADE, AS WELL AS FINANCIAL STATEMENTS AND BUDGETS SUBMITTED BY GRANTEES AS PART OF THE APPLICATION PROCESS. ELIGIBILITY FOR GRANTS OR ASSISTANCE, AND SELECTION CRITERIA USED TO AWARD GRANTS OR ASSISTANCE, ARE DETERMINED BY THE GRANTMAKING COMMITTEES AND VARY BY PROGRAM. ALL GRANTEES MUST SUBMIT IRS TAX EXEMPTION DOCUMENTATION TO THE ORGANIZATION, AND GRANTEES SUBMIT YEAR-END REPORTS INCLUDING EVALUATION AND ASSESSMENT OF THE FUNDED PROGRAM'S SUCCESSES AND CHALLENGES. FOR PROGRAM GRANTS, REPORTS INCLUDE FINANCIAL COMPARISON OF PROPOSED VS. ACTUAL EXPENSES. FOR SCHOLARSHIP BLOCK GRANTS, REPORTS PROVIDE NAMES AND AMOUNTS GRANTED BY THE INSTITUTIONS TO INDIVIDUAL SCHOLARSHIP WINNERS. ANY SUBSTANTIAL CHANGES IN THE PROPOSAL OF THE PROJECT MUST BE APPROVED BY THE GRANT COMMITTEE. THE GRANT COMMITTEES ALSO CONDUCT SITE VISITS TO ASSESS FUNDED PROGRAMS. REPORTS ON ALL GRANTS ARE SHARED WITH THE EXECUTIVE COMMITTEE OF THE BOARD BY THE VARIOUS GRANTMAKING COMMITTEES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Discretionary Spending Acct | Yes (X) | DiscretionarySpendingAcctInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ARLENE MILLER | PersonNm |
| Title | PRESIDENT AND CEO | TitleTxt |
| Base Compensation Filing Org | $271,228 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $28,602 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $15,087 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $16,545 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $331,462 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | THE CEO, ARLNE MILLER, HAS A DESCRETIONAY SPENDING ACCOUNT APPROVED BY THE BOARD. |
| PART I, LINE 7 | BONUS PAYMENTS ARE MADE IN ACCORDANCE WITH THE EMPLOYEE'S CONTRACT WITH JFFS AND BASED ON THE BONUS CRITERIA REVIEWED AND APPROVED BY MEMBERS OF THE EXECUTIVE COMMITTEE. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 7 | ContributionCnt |
| Noncash Contributions Rpt F990 | $25,422 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | NONCASH CONTRIBUTIONS ARE LISTED BY NUMBER OF CONTRIBUTORS | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, ITEM B, AMENDED RETURN: | EXPLANATION OF CHANGES ON AMENDED RETURN THE AUDITED FINANCIAL STATEMENTS WERE NOT FINALIZED AS OF THE FILING DUE DATE OF NOVEMBER 15, 2020, AND, THEREFORE, THE FORM 990 AND CORRESPODING SCHEDULES HAVE BEEN AMENDED TO REFLECT THE ISSUED FINANCIAL STATEMENTS. AMENDED 2019 FORM 990: PART I, LINES 8, 9, 10, 11, 13, 15, 16B, 17, 20, 21, & 22 CURRENT YEAR: AMOUNTS UPDATED TO REFLECT AUDITED FINANCIAL STATEMENTS. PART III, LINE 4, COLUMNS A & B: AMOUNTS UPDATED TO REFLECT AUDITED FINANCIAL STATEMENTS. PART IV, LINES 11F, 12A, & 29: UPDATED TO 'YES' TO REFLECT AUDITED FINANCIAL STATEMENTS. PART VIII, LINES 1C, 1E, 1F, 1G, 1H, 2A, 7A(I), 8A, 8B, & 11A: AMOUNTS UPDATED TO REFLECT AUDITED FINANCIAL STATEMENTS. PART IX, LINES 2, 5, 7, 8, 9, 10, 11B, 11G, 13, 14, 16, 17, 22, 23, 24A, 24D, 24E, & 25, COLUMNS A, B, C & D: AMOUNTS UPDATED TO REFLECT AUDITED FINANCIAL STATEMENTS. PART X, LINES 1, 2, 3, 4, 7, 9, 11, 15, 17, 19, 23, 24, 27, & 28: COLUMN B: AMOUNTS UPDATED TO REFLECT AUDITED FINANCIAL STATEMENTS. PART XI, LINES 1, 2, 3, 5, 8, 9, & 10: AMOUNTS UPDATED TO REFLECT AUDITED FINANCIAL STATEMENTS. SCHEDULE A, PART II, SECTION A, LINE 1, COLUMN E: AMOUNT UPDATED TO REFLECT AUDITED FINANCIAL STATEMENTS. SCHEDULE A, PART II, SECTION A, LINES 1 & 5, COLUMN F: AMOUNTS UPDATED TO REFLECT AUDITED FINANCIAL STATEMENTS. SCHEDULE A, PART II, SECTION B, LINE 8, COLUMN E: AMOUNTS UPDATED TO REFLECT AUDITED FINANCIAL STATEMENTS. SCHEDULE A, PART II, SECTION B, LINES 9, 10, 11, & 12, COLUMNS E & F: AMOUNTS UPDATED TO REFLECT AUDITED FINANCIAL STATEMENTS. SCHEDULE A, PART II, SECTION C, LINE 14: AMOUNT UPDATED TO REFLECT AUDITED FINANCIAL STATEMENTS. SCHEDULE D, PART IX: AMOUNT UPDATED TO REFLECT AUDITED FINANCIAL STATEMENTS. SCHEDULE D, PART XI, LINES 1, 2A & 2D: AMOUNTS UPDATED TO REFLECT AUDITED FINANCIAL STATEMENTS. SCHEDULE D, PART XII, LINE 1: AMOUNT UPDATED TO REFLECT AUDITED FINANCIAL STATEMENTS. SCHEDULE D, PART XIII: DESCRIPTION ADDED TO REFLECT AUDITED FINANCIAL STATEMENTS. SCHEDULE G, PART II, LINES 2, 3, 6, 7, 8, & 9, COLUMN A: AMOUNTS UPDATED TO REFLECT AUDITED FINANCIAL STATEMENTS. SCHEDULE G, PART II, LINES 2, 3, 6, 8, & 9, COLUMN B: AMOUNTS UPDATED TO REFLECT AUDITED FINANCIAL STATEMENTS. SCHEDULE G, PART II, LINES 1, 2, 3, 6, 7, 8, & 9, COLUMN C: AMOUNTS UPDATED TO REFLECT AUDITED FINANCIAL STATEMENTS. SCHEDULE G, PART II, LINES 1, 2, 3, 6, 7, 8, 9, 10, & 11, COLUMN D: AMOUNTS UPDATED TO REFLECT AUDITED FINANCIAL STATEMENTS. SCHEDULE I, PART III, COLUMN C: AMOUNTS UPDATED TO REFLECT AUDITED FINANCIAL STATEMENTS. |
| FORM 990, PART VI, SECTION A, LINE 6 | ANY PERSON OF AGE 18 OR OVER, WHO SUBSCRIBES TO THE PURPOSES OF THE ORGANIZATION AND WHO HAS MADE A CONTRIBUTIONS OF $18 OR MORE TO THE ANNUAL CAMPAIGN DURING THE CURRENT OR PRECEDING CALENDAR YEAR SHALL BE A MEMBER OF THE ORGANIZATION FOR THE CURRENT CALENDAR YEAR AND SHALL BE ENTITLED TO ONE VOTE AT ANY MEETING OF THE MEMBERS. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE MEMBERS ELECT THE GOVERNING BODY, THE BOARD OF DIRECTORS, PER THE BY-LAWS AT THE ANNUAL MEETING. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS MADE AVAILABLE TO THE BOARD OF DIRECTORS AND THE FINANCE COMMITTEE BEFORE FILING THE FORM 990 WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY IS REVIEWED, COMPLETED AND SIGNED BY BOARD MEMBERS AT THE BEGINNING OF EACH FISCAL YEAR. EMPLOYEES REVIEW, COMPLETE AND SIGN THE CONFLICT OF INTEREST POLICY AT THE TIME OF HIRE. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD DETERMINES COMPENSATION FOR THE CEO AND THIS IS DONE WITH EACH CONTRACT NEGOTIATION. SALARY SURVEYS/COMPARISONS ARE AVAILABLE FOR ALL CEO'S IN THE JEWISH FEDERATION SYSTEM, AND THESE ARE TAKEN INTO CONSIDERATION, ALONG WITH LOCAL COMPENSATION STUDIES. FORM 990, PART VI, SECTION B, LINE 15B: ONEOC CONDUCTS SALARY SURVEYS ANNUALLY AND THESE ARE USED TO REVIEW OTHER STAFF POSITIONS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAIABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF BENEFICIAL INTEREST 523,028. LOSS ON UNCOLLECTIBLE PLEDGES RECEIVABLE -2,691. |
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