JEWISH FEDERATION OF ORANGE COUNTY: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- JEWISH FEDERATION OF ORANGE COUNTY (EIN 95-2407026)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202143199349329664
- Schema version
- 2020v4.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T19:34:18-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953001179 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINDES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 87 | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 908010087 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | 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 OF ORANGE COUNTY | BusinessNameLine1Txt |
| 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 CFO | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 9494353484 | PhoneNum |
| Signature | 2021-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARSIE | PersonFirstNm |
| Person Last | ALFORD CFO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DONITA M JOSEPH | PreparerPersonNm |
| PTIN | P00286656 | PTIN |
| Phone | 5624351191 | PhoneNum |
| Preparation | 2021-11-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Change | Yes (X) | NameChangeInd |
| Principal Officer | MARSIE ALFORD | PrincipalOfficerNm |
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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $6,001,781 | 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 THE JEWISH COMMUNITY IN OC, ISRAEL, AND AROUND THE WORLD. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 39 | TotalEmployeeCnt |
| Total Volunteers | 251 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,814,634 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,599,734 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $13,335 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $70 | CYProgramServiceRevenueAmt |
| PY Investment Income | $113,145 | PYInvestmentIncomeAmt |
| CY Investment Income | $208,207 | CYInvestmentIncomeAmt |
| PY Other Revenue | $61,930 | PYOtherRevenueAmt |
| CY Other Revenue | $67,736 | CYOtherRevenueAmt |
| PY Total Revenue | $6,003,044 | PYTotalRevenueAmt |
| CY Total Revenue | $5,875,747 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,745,666 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,474,054 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,059,219 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,108,781 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $271,785 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,030,492 | PYOtherExpensesAmt |
| CY Other Expenses | $1,277,065 | CYOtherExpensesAmt |
| PY Total Expenses | $6,835,377 | PYTotalExpensesAmt |
| CY Total Expenses | $4,859,900 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$832,333 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,015,847 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $13,291,460 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,742,379 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,172,366 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,008,715 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $11,119,094 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $12,733,664 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | BASED ON JEWISH VALUES, THE JEWISH FEDERATION OF ORANGE COUNTY CONVENES, ENGAGES, AND LEADS THE OC JEWISH COMMUNITY AND ITS PARTNERS, LEVERAGES ITS RESOURCES TO ENHANCE AND SUSTAIN JEWISH LIFE, ASSISTS JEWS IN NEED, MOBILIZES ON ISSUES OF CONCERN TO THE LOCAL JEWISH COMMUNITY, AND STRENGTHENS ITS BOND WITH ISRAEL AND JEWISH PEOPLE GLOBALLY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,850,724 | ExpenseAmt |
| Grant | $1,324,892 | GrantAmt |
| Revenue | $70 | RevenueAmt |
| Desc | JFOC CARES FOR PEOPLE IN NEED AND STRENGTHENS JEWISH COMMUNITY IN ORANGE COUNTY, ISRAEL, AND AROUND THE WORLD. THE ORGANIZATION CONVENES, ENGAGES, AND LEADS THE JEWISH OC COMMUNITY AND ITS PARTNERS, LEVERAGES ITS RESOURCES TO ENHANCE AND SUSTAIN JEWISH LIFE, ASSISTS PEOPLE IN NEED, MOBILIZES ON ISSUES OF CONCERN TO THE LOCAL JEWISH COMMUNITY, AND STRENGTHENS THE BOND WITH ISRAEL AND JEWISH PEOPLE GLOBALLY.IN 2020, THE ORGANIZATION FOCUSED ON STABILIZING ITS OPERATIONS. THE ONSET OF THE COVID-19 PANDEMIC ALLOWED JFOC TO FOCUS ON ITS CORE COMPETENCIES IN CONVENING (VIRTUALLY) AND LEADING THE COMMUNITY THROUGH CRISIS, WHILE SUPPORTING COMMUNITY MEMBERS IN NEED. THE ORGANIZATION CONTINUED TO SERVE OVER 200 HOLOCAUST SURVIVORS, PRIMARILY THROUGH VIRTUAL MEANS; MAINTAINED FUNDRAISING AND ENGAGEMENT WITH DONORS THROUGH VIRTUAL EVENTS; AND OFFERED ABUNDANT VIRTUAL PROGRAMS THAT BROUGHT TOGETHER PARTNERS FROM ACROSS OUR JEWISH COMMUNITY TO CELEBRATE HOLIDAYS, TO LEARN, AND TO SHARE ESSENTIAL INFORMATION, FROM WEBINARS ON THE PAYROLL PROTECTION PROGRAM FOR SMALL BUSINESSES AND NONPROFITS TO MENTAL HEALTH PROFESSIONAL PANELS OFFERING GUIDANCE ON COPING THROUGH COVID. SOME 1,000 INDIVIDUALS WERE SERVED BY THE ORGANIZATION IN 2020 DESPITE THE NECESSARY PAUSE OF MANY PROGRAMS DUE TO THE PANDEMIC. SERVING COMMUNITY MEMBERS IN NEED:JFOC HOLOCAUST SURVIVOR PROGRAM: PROVIDES INDIVIDUAL CASE MANAGEMENT; COMPENSATION FOR HOME CARE AND HOUSEKEEPING SERVICES; ASSISTANCE WITH RESTITUTION APPLICATIONS; EMERGENCY FINANCIAL AID; AND CAFE EUROPA, A MONTHLY SERIES OF SOCIAL EVENTS HELD VIRTUALLY IN 2020.JFOC 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. MANDEL HOUSE, OPENED IN 2014; HORWITZ FAMILY HOUSE OPENED IN 2017.JFOC LIFELINES EMERGENCY ASSISTANCE: SERVES OC RESIDENTS IN CRISIS FROM ALL TRADITIONS, PROVIDING SHORT-TERM, SOLUTION-FOCUSED EMERGENCY CASE MANAGEMENT, FINANCIAL ASSISTANCE FOR QUALIFIED CLIENTS, AND INFORMATION/REFERRAL SERVICES THAT AID OUR CLIENTS IN NAVIGATING THE OFTEN COMPLEX NETWORK OF GOVERNMENT AND NONPROFIT SOCIAL SERVICE RESOURCES.JFOC COVID-19 EMERGENCY ASSISTANCE: SERVES OC JEWISH RESIDENTS WHO HAVE SUFFERED REDUCTION IN INCOME AS A DIRECT RESULT OF THE COVID-19 CRISIS. THE PROGRAM OFFERS SHORT-TERM FINANCIAL SUPPORT FOR RENT, MORTGAGE, UTILITY, FOOD, AND HEALTH NEEDS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $930,208 | ExpenseAmt |
| Grant | $149,162 | GrantAmt |
| Desc | PHILANTHROPY AND COMMUNITY ENGAGEMENT:JFOC LAGUNA WOODS REGION: CONNECTS ACTIVE OLDER (55+) JEWISH ADULTS WITH THE BROADER ORANGE COUNTY JEWISH COMMUNITY AND IS A LOCAL RALLYING POINT FOR JEWISH COMMUNITY ACTIVITIES, RAISING FUNDS FOR THE JFOC ANNUAL CAMPAIGN AND PROMOTING LEGACY PHILANTHROPY.JFOC LEGACY CIRCLE: INSPIRES COMMUNITY MEMBERS, FROM YOUNG ADULTS TO SENIORS, TO INVEST IN THE FUTURE OF THE OC JEWISH COMMUNITY THROUGH PLANNED GIVING.JFOC 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. JFOC 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.JFOC PJ LIBRARY: PROVIDES A GIFT OF MONTHLY JEWISH-THEMED BOOKS AND MUSIC CDS TO REGISTERED FAMILIES RAISING A JEWISH CHILD, AGES 6 MONTHS TO 8 YEARS.JFOC ROSE PROJECT: CREATES SELF-SUFFICIENT JEWISH STUDENT LEADERS ON OUR OC COLLEGE AND UNIVERSITY CAMPUSES BY INFORMING, EDUCATING AND ENGAGING JEWISH STUDENTS ON JEWISH LIFE AND ISRAEL ISSUES; AND FACILITATES INFORMED AND RESPECTFUL DIALOGUE.JFOC 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.JFOC 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, AND ENGAGES WOMEN IN JEWISH LIFE THROUGH CULTURAL, EDUCATIONAL AND SOCIAL PROGRAMMING.JFOC ZECHTER MUSIC COLLABORATION: SUPPORTS JEWISH YOUTH IN PURSUING MUSIC, DANCE AND THEATER STUDIES AND ARTS APPRECIATION THROUGH A PARTNERSHIP WITH OC MUSIC & DANCE SCHOOL. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $128,588 | ExpenseAmt |
| Desc | OTHER PROGRAM SERVICES | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $2,909,520 | 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 | Yes (1) | 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 | 0 | 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 | 56 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 39 | 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 | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | 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 NO 210 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92603 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| STEPHEN H GORDON | ||||||||
| CHAIR OF THE BOARD | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| HEATHER KLINE | ||||||||
| VICE CHAIR OF THE BOARD | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| LORI SCHWARTZ | ||||||||
| IMMEDIATE PAST CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| STUART WOLFE | ||||||||
| SECRETARY | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SAM WYMAN | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| RABBI DAVID ELIEZRIE | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ROGER F FRIEDMAN | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARC GARELICK | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| GWEN GLUCKMAN | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ERIC KRAMER | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LORI REZNICK | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL SHAPIRO | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| RABBI NICO SOCOLOVSKY | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KENNY BEARD | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| NADINE DURBACH | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ADAM MILLER | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID SIEGEL | ||||||||
| DIRECTOR, ACTING TREASURER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ARLENE MILLER | ||||||||
| PRESIDENT AND CEO | 40.00 | 0.00 | Yes (X) | $352,413 | $0 | $24,871 | ||
| MARSIE ALFORD | ||||||||
| CFO | 40.00 | 0.00 | Yes (X) | $139,231 | $0 | $8,828 | ||
| KATHLEEN MELLON | ||||||||
| SENIOR DIRECTOR | 40.00 | 0.00 | $111,800 | $0 | $19,076 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $603,444 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $52,775 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GROBSTEIN TEEPLE LLP | |||||
| 6300 CANOGA AVE SUITE 1500W | WOODLAND HILLS | CA | 91367 | ACCOUNTING/CONSULTING SERVICES | $461,904 |
| 24HR HOMECARE LLC | |||||
| 200 N PACIFIC COAST HWY SUITE 300 | EL SEGUNDO | CA | 90245 | IN-HOME CARE FOR HOLOCAUST SURVIVORS | $128,647 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $88,784 | FundraisingAmt |
| Government Grants | $10,000 | GovernmentGrantsAmt |
| All Other Contributions | $5,500,950 | AllOtherContributionsAmt |
| Noncash Contributions | $18,934 | NoncashContributionsAmt |
| Total Contributions | $5,599,734 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLIENT CONSULTING | Desc |
| Business | 624100 | BusinessCd |
| Total Revenue Column | $70 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $70 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $70 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $208,207 | TotalRevenueColumnAmt |
| Exclusion | $208,207 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $24,961 | 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 | $24,961 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $24,961 | TotalRevenueColumnAmt |
| Exclusion | $24,961 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $15,500 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $88,784 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $126,034 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$110,534 | TotalRevenueColumnAmt |
| Exclusion | -$110,534 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $153,309 | TotalRevenueColumnAmt |
| Exclusion | $153,309 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $153,309 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,875,747 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $70 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $275,943 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $149,162 | TotalAmt |
| Program Services | $149,162 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,324,892 | TotalAmt |
| Program Services | $1,324,892 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $525,343 | TotalAmt |
| Program Services | $150,914 | ProgramServicesAmt |
| Management And General | $185,787 | ManagementAndGeneralAmt |
| Fundraising | $188,642 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,286,729 | TotalAmt |
| Program Services | $779,547 | ProgramServicesAmt |
| Management And General | $407,690 | ManagementAndGeneralAmt |
| Fundraising | $99,492 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,957 | TotalAmt |
| Program Services | $11,841 | ProgramServicesAmt |
| Management And General | $7,219 | ManagementAndGeneralAmt |
| Fundraising | $2,897 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $113,080 | TotalAmt |
| Program Services | $67,658 | ProgramServicesAmt |
| Management And General | $34,406 | ManagementAndGeneralAmt |
| Fundraising | $11,016 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $161,672 | TotalAmt |
| Program Services | $87,925 | ProgramServicesAmt |
| Management And General | $48,015 | ManagementAndGeneralAmt |
| Fundraising | $25,732 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,990 | TotalAmt |
| Management And General | $122,990 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $331,290 | TotalAmt |
| Management And General | $331,290 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,717 | TotalAmt |
| Management And General | $20,717 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $263,773 | TotalAmt |
| Program Services | $10,900 | ProgramServicesAmt |
| Management And General | $249,623 | ManagementAndGeneralAmt |
| Fundraising | $3,250 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,674 | TotalAmt |
| Program Services | $49,487 | ProgramServicesAmt |
| Management And General | $31,298 | ManagementAndGeneralAmt |
| Fundraising | $14,889 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,420 | TotalAmt |
| Management And General | $63,420 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,733 | TotalAmt |
| Program Services | $28,520 | ProgramServicesAmt |
| Management And General | $16,362 | ManagementAndGeneralAmt |
| Fundraising | $7,851 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,266 | TotalAmt |
| Program Services | $33,978 | ProgramServicesAmt |
| Management And General | $21,144 | ManagementAndGeneralAmt |
| Fundraising | $10,144 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| LICENSES AND FEES | $143,073 | $21,530 | $107,773 | $13,770 |
| COMMUNITY DEVELOPMENT A | $70,767 | $68,167 | $2,600 | |
| EQUIPMENT RENT AND MAIN | $40,307 | $40,307 | ||
| SUPPLIES | $31,954 | $15,833 | $11,093 | $5,028 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$24,899 | TotalAmt |
| Program Services | $68,859 | ProgramServicesAmt |
| Management And General | $17,168 | ManagementAndGeneralAmt |
| Fundraising | -$110,926 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,859,900 | TotalAmt |
| Program Services | $2,909,520 | ProgramServicesAmt |
| Management And General | $1,678,595 | ManagementAndGeneralAmt |
| Fundraising | $271,785 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,237,445 | BOYAmt |
| EOY | $4,081,720 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $742,642 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $537,183 | BOYAmt |
| EOY | $412,147 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,500 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,709 | BOYAmt |
| EOY | $13,579 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,934,705 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $402,852 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,601,106 | BOYAmt |
| EOY | $1,531,853 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,074,219 | BOYAmt |
| EOY | $3,141,819 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,077,656 | BOYAmt |
| EOY | $5,561,261 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,291,460 | BOYAmt |
| EOY | $14,742,379 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,572,366 | BOYAmt |
| EOY | $1,384,515 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $600,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $624,200 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,172,366 | BOYAmt |
| EOY | $2,008,715 | 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 | -$1,191,388 | BOYAmt |
| EOY | -$828,252 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,310,482 | BOYAmt |
| EOY | $13,561,916 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,119,094 | BOYAmt |
| EOY | $12,733,664 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,291,460 | BOYAmt |
| EOY | $14,742,379 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,015,847 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $134,797 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $463,926 | 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 | $6,554,848 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,695,812 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,144,034 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,814,634 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,599,734 | CurrentTaxYearAmt |
| Total | $31,809,062 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,554,848 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,695,812 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,144,034 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,814,634 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,599,734 | CurrentTaxYearAmt |
| Total | $31,809,062 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,700,030 | SubstantialContributorsTotAmt |
| Public Support Total170 | $28,109,032 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $141,625 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $352,160 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $225,725 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $138,551 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $233,168 | CurrentTaxYearAmt |
| Total | $1,091,229 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $168,225 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,698 | CurrentTaxYearMinus1YearAmt |
| Total | $169,923 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,365 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $52,444 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,389 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $34,826 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $153,309 | CurrentTaxYearAmt |
| Total | $251,333 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $33,321,547 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $521,033 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.84360 | PublicSupportCY170Pct |
| Public Support PY170 | 0.85510 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME - 2016 AMOUNT: $ 9,365. 2017 AMOUNT: $ 52,444. 2018 AMOUNT: $ 1,389. 2019 AMOUNT: $ 34,826. 2020 AMOUNT: $ 153,309. | ExplanationTxt |
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 | $2,214,883 | BeginningYearBalanceAmt |
| Contributions | $2,850,143 | ContributionsAmt |
| Investment Earnings Or Losses | $474,109 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $5,539,135 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| 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 Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 1.00000 | 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 | $120,661 | DepreciationAmt |
| Book Value | $698,969 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $44,250 | OtherCostOrOtherBasisAmt |
| Depreciation | $22,193 | DepreciationAmt |
| Book Value | $22,057 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $321,204 | OtherCostOrOtherBasisAmt |
| Depreciation | $259,998 | DepreciationAmt |
| Book Value | $61,206 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,531,853 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| BENEFICIAL INTERESTS IN ASSETS HELD AT OTHER INSTITUTIONS | $5,539,135 |
| CEMETERY PLOTS | $15,000 |
| DONATED ASSETS | $3,500 |
| OTHER ASSETS | $3,626 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $5,561,261 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PPP LOAN ADVANCE | Desc |
| Amt | $624,200 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $624,200 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $6,516,770 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $134,797 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $463,926 | OtherRevenueAmt |
| Revenue Not Reported | $598,723 | RevenueNotReportedAmt |
| Revenue Subtotal | $5,918,047 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $20,717 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$63,017 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$42,300 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,875,747 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,902,200 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $63,017 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $63,017 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,839,183 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $20,717 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $20,717 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,859,900 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 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: | THE ORGANIZATION IS EXEMPT FROM TAXATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND THE CORRESPONDING PROVISION OF THE CALIFORNIA REVENUE AND TAXATION CODE AND IS GENERALLY NOT SUBJECT TO FEDERAL AND STATE INCOME TAXES. HOWEVER, THE ORGANIZATION IS SUBJECT TO INCOME TAXES ON ANY NET INCOME THAT IS DERIVED FROM A TRADE OR BUSINESS, REGULARLY CARRIED ON, AND NOT IN FURTHERANCE OF THE PURPOSES FOR WHICH IT WAS GRANTED EXEMPTION. IN ACCORDANCE WITH THE FINANCIAL ACCOUNTING STANDARDS BOARD'S (FASB'S) ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC NO. 740, UNCERTAINTY IN INCOME TAXES, JFOC 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, 2020, JFOC 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: | LOSS ON UNCOLLECTIBLE PLEDGES RECEIVABLE -10,184. CHANGE IN VALUE OF BENEFICIAL INTERESTS IN ASSETS HELD BY OTHERS 474,110. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | ADDITIONAL FUNDRAISING EVENT EXPENSES NETTED WITH REVENUE -63,017. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | ADDITIONAL FUNDRAISING EVENT EXPENSES NETTED WITH REVENUE 63,017. |
| PART V, LINE 1B - ENDOWMENT FUNDS: | DURING THE YEAR ENDED DECEMBER 31, 2018, MANAGEMENT DISCOVERED A BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS THAT WAS PREVIOUSLY OMITTED FROM JFOC'S FINANCIAL STATEMENTS. ACCORDINGLY, THE FINANCIAL STATEMENTS HAVE BEEN ADJUSTED RETROSPECTIVELY TO CORRECT THIS MISSTATEMENT. IN THE CURRENT YEAR, THE ENDOWMENT SCHEDULE HAS BEEN UPDATED TO AGREE TO THE BALANCE SHEET. THE AMOUNT OF THE ADJUSTMENT ($2,830,207)IS IS INCLUDED IN LINE 1B "CONTRIBUTIONS". |
| SCHEDULE D, PART X, LINE 2 - PPP LOAN ADVANCE FORGIVENESS | IN MARCH 2020, CONGRESS PASSED THE PAYCHECK PROTECTION PROGRAM (PPP), AUTHORIZING LOANS TO SMALL BUSINESSES FOR USE IN PAYING EMPLOYEES THAT THEY CONTINUE TO EMPLOY THROUGHOUT THE COVID-19 PANDEMIC AND FOR RENT, UTILITIES AND INTEREST ON MORTGAGES. LOANS OBTAINED THROUGH THE PPP ARE ELIGIBLE TO BE FORGIVEN AS LONG AS THE PROCEEDS ARE USED FOR QUALIFYING PURPOSES AND CERTAIN OTHER CONDITIONS ARE MET. IN MAY 2020, THE ORGANIZATION RECEIVED A LOAN IN THE AMOUNT OF $624,200 THROUGH THE PPP. TO THE EXTENT IT IS NOT FORGIVEN, THE LOAN BEARS INTEREST AT A RATE OF 1% OVER A PERIOD OF TWO YEARS. MONTHLY PAYMENTS COMMENCE TEN MONTHS AFTER THE DATE OF THE LOAN, WITH A FINAL INSTALLMENT DUE IN MAY 2022. IN JUNE 2021, THE ORGANIZATION RECEIVED NOTIFICATION FROM THE SMALL BUSINESS ADMINISTRATION (SBA), THAT $579,478 OF THE PPP LOAN ADVANCE WAS FORGIVEN. THE ORGANIZATION PAID OFF THE REMAINING $44,722 IN 2021. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | VIRTUAL VOICES | Event1Nm |
| Gross Receipts Event1 | $66,534 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $51,034 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $15,500 | GrossRevenueEvent1Amt |
| Entertainment Event1 | $2,500 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $90,243 | OtherDirectExpensesEvent1Amt |
| Event2 | LATE NIGHT (VIRTUAL) | Event2Nm |
| Gross Receipts Event2 | $37,750 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $37,750 | CharitableContriEvent2Amt |
| Entertainment Event2 | $5,000 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $28,291 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $104,284 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $88,784 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $15,500 | GrossRevenueTotalEventsAmt |
| Entertainment Total Events | $7,500 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $118,534 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $126,034 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$110,534 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWISH FEDERATIONS OF NORTH AMERICA INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 BROADWAY SUITE 1700 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 131624240 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $143,863 | CashGrantAmt |
| Purpose Of Grant | COMMUNITY IMPACT GRANTS | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 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. | 155 | $1,199,424 |
| EMERGENCY FINANCIAL ASSISTANCE: EMERGENCY NEEDS SUPPORTED BY FUNDS RAISED FOR LIFELINES AND COVID-19 RELIEF. | 130 | $125,468 |
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 |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| 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 | $275,736 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $65,750 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $10,927 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $1,546 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $23,325 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $377,284 | 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, ARLENE MILLER, HAS A DISCRETIONARY SPENDING ACCOUNT APPROVED BY THE BOARD. |
| PART I, LINE 7 | BONUS PAYMENTS ARE MADE IN ACCORDANCE WITH THE EMPLOYEE'S CONTRACT WITH JFOC AND BASED ON THE BONUS CRITERIA REVIEWED AND APPROVED BY MEMBERS OF THE EXECUTIVE COMMITTEE. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | THE ORGANIZATION HAD A NAME CHANGE. THE ORIGINAL NAME WAS "JEWISH FEDERATION AND FAMILY SERVICES OF ORANGE COUNTY AND IT WAS CHANGED TO "JEWISH FEDERATION OF ORANGE COUNTY". |
| 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 AND WHEN A CONFLICT ARISES. EMPLOYEES REVIEW, COMPLETE AND SIGN THE CONFLICT OF INTEREST POLICY AT THE TIME OF HIRE. BOARD, COMMITTEE, AND STAFF MEMBERS ARE COVERED UNDER THE POLICY. ALL POTENTIAL CONFLICTS ARE DISCLOSED AND REVIEWED BY THE AUDIT COMMITTEE TO DETERMINE IF ONE SHOULD RECUSE THEMSELF, ABSTAIN FROM VOTING, AND/OR ANY OTHER LIMITATIONS. |
| 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. ONEOC CONDUCTS SALARY SURVEYS ANNUALLY AND THESE ARE USED TO REVIEW OTHER STAFF POSITIONS. |
| FORM 990, PART VI, SECTION C, LINE 18 | THE FORM 990 AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE JFOC WEBSITE. THE FORM 1023, GOVERNING DOCUMENTS, AND CONFLFICT OF INTEREST POLICY WERE AVAILABLE BUT NO SPECIFIC REQUESTS WERE MADE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART IX, LINE 24E | OTHER EXPENSES: PROGRAM SERVICE EXPENSES 11,221. MANAGEMENT AND GENERAL EXPENSES 5,463. FUNDRAISING EXPENSES 10,761. TOTAL EXPENSES 27,445. EVENTS AND SPEAKERS: PROGRAM SERVICE EXPENSES 22,608. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 4,100. TOTAL EXPENSES 26,708. CLIENT SERVICE AND DIRECT ASSISTANCE: PROGRAM SERVICE EXPENSES 18,933. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 18,933. TELEPHONE: PROGRAM SERVICE EXPENSES 5,620. MANAGEMENT AND GENERAL EXPENSES 10,933. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 16,553. CATERING: PROGRAM SERVICE EXPENSES 6,221. MANAGEMENT AND GENERAL EXPENSES 412. FUNDRAISING EXPENSES 247. TOTAL EXPENSES 6,880. TRAVEL AND TRANSPORTATION: PROGRAM SERVICE EXPENSES 4,256. MANAGEMENT AND GENERAL EXPENSES 360. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,616. FUNDRAISING EVENT EXPENSES - NETTED WITH REVENUE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES -126,034. TOTAL EXPENSES -126,034. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF BENEFICIAL INTERESTS IN ASSETS HELD BY OTHERS 474,110. LOSS ON UNCOLLECTIBLE PLEDGES RECEIVABLE -10,184. |
| AUDITED FINANCIAL STATEMENTS: | AS OF NOVEMBER 15, 2021 THE ORGANIZATION'S ANNUAL AUDIT FOR THE PERIOD ENDING DECEMBER 31, 2020 IS ONGOING AND HAS NOT BEEN COMPLETED. DRAFT FINANCIAL STATEMENTS WERE USED TO PREPARE THIS FORM 990 FOR SAID PERIOD. |
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