LEVY FAMILY CAMPUS: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- LEVY FAMILY CAMPUS (EIN 94-1167405)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-05-14
- IRS object ID
- 202011359349303641
- Schema version
- 2018v3.1
- Note
- A later return for the same period supersedes this one.
- 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 | 2020-05-14T18:56:06-05:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 942702860 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHANSON & YAU ACCOUNTANCY CORP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 160 W SANTA CLARA ST SUITE 900 | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95113 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941167405 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWISH FEDERATION OF SILICON VALLEY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JEWI | BusinessNameControlTxt |
| Phone | 4083583033 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14855 OKA ROAD NO 200 | AddressLine1Txt |
| City | LOS GATOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95032 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JYL JURMAN | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 4083583033 | PhoneNum |
| Signature | 2020-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAURA LIN | PreparerPersonNm |
| PTIN | P01541718 | PTIN |
| Phone | 4082885111 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.88.174.3 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-05-13 | IPDt |
| IP Tm | 14:57:46 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F748408DD81AB54102F6DF5E4EF4CC79F0D619FE | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Principal Officer | JYL JURMAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14855 OKA ROAD 200 | AddressLine1Txt |
| City | LOS GATOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95032 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,921,669 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.JVALLEY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1933 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF THE JEWISH FEDERATION OF SILICON VALLEY IS TO STRENGTHEN AND ENRICH THE JEWISH COMMUNITY LOCALLY, IN ISRAEL AND THROUGHOUT THE WORLD. OUR EFFORTS SUPPORT EDUCATIONAL, SOCIAL SERVICE AND CHARITABLE PROGRAMS THAT EXEMPLIFY THE JEWISH VALUES OF K'LAL YISRAEL (TAKING RESPONSIBILITY FOR ONE ANOTHER), TZEDAKAH (CHARITY AND RIGHTEOUSNESS), AND TIKKUN OLAM (REPAIRING THE WORLD). | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 10 | TotalEmployeeCnt |
| Total Volunteers | 120 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,901,780 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,276,857 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,775,043 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,775,255 | CYProgramServiceRevenueAmt |
| PY Investment Income | $499,189 | PYInvestmentIncomeAmt |
| CY Investment Income | $459,350 | CYInvestmentIncomeAmt |
| PY Other Revenue | $52,872 | PYOtherRevenueAmt |
| CY Other Revenue | $13,561 | CYOtherRevenueAmt |
| PY Total Revenue | $6,228,884 | PYTotalRevenueAmt |
| CY Total Revenue | $6,525,023 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,825,295 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,136,749 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,028,418 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,081,447 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $341,604 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,317,911 | PYOtherExpensesAmt |
| CY Other Expenses | $2,359,412 | CYOtherExpensesAmt |
| PY Total Expenses | $7,171,624 | PYTotalExpensesAmt |
| CY Total Expenses | $7,577,608 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$942,740 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,052,585 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $30,692,866 | TotalAssetsBOYAmt |
| Total Assets EOY | $29,816,148 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,699,604 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,580,571 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $28,993,262 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $28,235,577 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF THE JEWISH FEDERATION OF SILICON VALLEY IS TO STRENGTHEN AND ENRICH THE JEWISH COMMUNITY LOCALLY, IN ISRAEL AND THROUGHOUT THE WORLD. OUR EFFORTS SUPPORT EDUCATIONAL, SOCIAL SERVICE AND CHARITABLE PROGRAMS THAT EXEMPLIFY THE JEWISH VALUES OF K'LAL YISRAEL (TAKING RESPONSIBILITY FOR ONE ANOTHER), TZEDAKAH (CHARITY AND RIGHTEOUSNESS), AND TIKKUN OLAM (REPAIRING THE WORLD). | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,629,518 | ExpenseAmt |
| Grant | $2,043,679 | GrantAmt |
| Desc | DESIGNATED GIVING TO FUND & SUPPORT AGENCIES AND PROGRAMS INCLUDING JEWISH COMMUNITY CENTER, LOCAL DAY SCHOOLS & SYNAGOGUES | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,239,226 | ExpenseAmt |
| Grant | $2,093,070 | GrantAmt |
| Revenue | $3,622,142 | RevenueAmt |
| Desc | LEVY FAMILY CAMPUS - DEVELOP, OPERATE AND MAINTAIN A COMMUNITY CAMPUS FOR THE PURPOSE OF HOUSING JEWISH AGENCIES AND SERVICES PROVIDED BY OTHER NON-PROFIT ORGANIZATIONS. OF THE TOTAL REVENUE, A PORTION IS GRANTED BACK TO THESE ORGANIZATIONS IN THE FORM OF FREE RENT. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $68,849 | ExpenseAmt |
| Revenue | $54,292 | RevenueAmt |
| Desc | JEWISH COMMUNITY NEWS - PUBLISH A COMMUNITY PERIODICAL HIGHLIGHTING LOCAL JEWISH COMMUNITY NEWS, EVENTS AND ACTIVITIES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $6,937,593 | 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 | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | 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 | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | 12 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 10 | 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 | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| 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 | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | 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 | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| 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 | JYL JURMAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4083583033 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14855 OKA ROAD SUITE 200 | AddressLine1Txt |
| City | LOS GATOS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95032 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| JOEL RUBNITZ | ||||||
| IMMEDIATE PAST CHAIR | 4.00 | Yes (X) | $0 | $0 | $0 | |
| GINNY BAIRD | ||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | |
| JAY FRIEDMAN | ||||||
| V.P. ANNUAL CAMPAIGN | 4.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JYL JURMAN | ||||||
| CEO | 40.00 | Yes (X) | $242,877 | $0 | $67,565 | Yes (X) |
| MARC LEVITT | ||||||
| TREASURER, V.P. | 4.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DEAN OSTILLY | ||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| HOWARD FINE | ||||||
| V.P. STRATEGIC INITIATIVES | 4.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| RABBI JOSHUA BERKENWALD | ||||||
| RABBINCAL ADVISOR | 4.00 | Yes (X) | $0 | $0 | $0 | |
| JONATHAN KATZ | ||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT CHAYKIN | ||||||
| DIRECTOR/JCRC LIASON | 4.00 | Yes (X) | $0 | $0 | $0 | |
| SUSAN SWEEDLER | ||||||
| V.P. WOMEN'S PHILANTHROPY | 4.00 | Yes (X) | $0 | $0 | $0 | |
| PETER ULLMANN | ||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | |
| RACHAEL BERMAN HUCK | ||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | |
| AVIGAIL GAVENS | ||||||
| DIRCTOR | 4.00 | Yes (X) | $0 | $0 | $0 | |
| MARILYN GOLDSMITH | ||||||
| JFNA BOARD MEMBER | 4.00 | Yes (X) | $0 | $0 | $0 | |
| JEFF KANEL | ||||||
| CHAIR | 4.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| IRIS SAGI | ||||||
| DIRCTOR | 4.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $242,877 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $67,565 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $2,276,857 | AllOtherContributionsAmt |
| Total Contributions | $2,276,857 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| LEVY FAMILY CAMPUS | 611710 | $3,622,142 | $3,622,142 |
| PROGRAM REVENUE | 611710 | $98,821 | $98,821 |
| COMMUNITY NEWSPAPER | 511110 | $54,292 | $54,292 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,775,255 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $315,893 | TotalRevenueColumnAmt |
| Exclusion | $315,893 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,540,103 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,396,646 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $143,457 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $143,457 | TotalRevenueColumnAmt |
| Exclusion | $143,457 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Business | 611710 | BusinessCd |
| Total Revenue Column | $13,561 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $13,561 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $13,561 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,525,023 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,788,816 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $459,350 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,136,749 | TotalAmt |
| Program Services | $4,136,749 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $242,877 | TotalAmt |
| Program Services | $145,726 | ProgramServicesAmt |
| Management And General | $24,288 | ManagementAndGeneralAmt |
| Fundraising | $72,863 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $624,443 | TotalAmt |
| Program Services | $411,255 | ProgramServicesAmt |
| Management And General | $50,021 | ManagementAndGeneralAmt |
| Fundraising | $163,167 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $214,127 | TotalAmt |
| Program Services | $137,509 | ProgramServicesAmt |
| Management And General | $18,346 | ManagementAndGeneralAmt |
| Fundraising | $58,272 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,842 | TotalAmt |
| Management And General | $40,842 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,722 | TotalAmt |
| Management And General | $21,722 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,380 | TotalAmt |
| Program Services | $5,217 | ProgramServicesAmt |
| Fundraising | $4,163 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,779 | TotalAmt |
| Program Services | $79,309 | ProgramServicesAmt |
| Management And General | $4,358 | ManagementAndGeneralAmt |
| Fundraising | $112 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,302 | TotalAmt |
| Program Services | $2,808 | ProgramServicesAmt |
| Management And General | $11,400 | ManagementAndGeneralAmt |
| Fundraising | $94 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,955 | TotalAmt |
| Program Services | $743 | ProgramServicesAmt |
| Management And General | $5,717 | ManagementAndGeneralAmt |
| Fundraising | $495 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,812 | TotalAmt |
| Program Services | $40,812 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $549,223 | TotalAmt |
| Program Services | $535,406 | ProgramServicesAmt |
| Management And General | $13,817 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,596 | TotalAmt |
| Program Services | $44,786 | ProgramServicesAmt |
| Management And General | $12,810 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| LEVY FAMILY CAMPUS | $989,873 | $989,873 | ||
| REPAIR AND MAINTENANCE | $252,702 | $246,780 | $5,922 | |
| OUTSIDE LABOR AND CONSU | $75,000 | $23,550 | $48,804 | $2,646 |
| PRINTING AND COMPOSITIO | $55,324 | $46,305 | $279 | $8,740 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $161,902 | TotalAmt |
| Program Services | $90,765 | ProgramServicesAmt |
| Management And General | $40,085 | ManagementAndGeneralAmt |
| Fundraising | $31,052 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,577,608 | TotalAmt |
| Program Services | $6,937,593 | ProgramServicesAmt |
| Management And General | $298,411 | ManagementAndGeneralAmt |
| Fundraising | $341,604 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,271,469 | BOYAmt |
| EOY | $903,899 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $655,963 | BOYAmt |
| EOY | $626,305 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,849 | BOYAmt |
| EOY | $19,910 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,054,590 | BOYAmt |
| EOY | $1,031,026 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,614 | BOYAmt |
| EOY | $23,494 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $23,112,859 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,714,334 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,913,677 | BOYAmt |
| EOY | $15,398,525 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,276,669 | BOYAmt |
| EOY | $8,302,558 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,476,035 | BOYAmt |
| EOY | $3,510,431 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,692,866 | BOYAmt |
| EOY | $29,816,148 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $239,096 | BOYAmt |
| EOY | $174,843 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $162,055 | BOYAmt |
| EOY | $127,889 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,083,236 | BOYAmt |
| EOY | $1,061,093 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $215,217 | BOYAmt |
| EOY | $216,746 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,699,604 | BOYAmt |
| EOY | $1,580,571 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,419,457 | BOYAmt |
| EOY | $18,699,993 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,961,975 | BOYAmt |
| EOY | $6,638,305 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,611,830 | BOYAmt |
| EOY | $2,897,279 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,993,262 | BOYAmt |
| EOY | $28,235,577 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,692,866 | BOYAmt |
| EOY | $29,816,148 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,052,585 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $294,900 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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 | $8,472,146 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,952,735 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,222,534 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,954,651 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,290,418 | CurrentTaxYearAmt |
| Total | $16,892,484 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,472,146 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,952,735 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,222,534 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,954,651 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,290,418 | CurrentTaxYearAmt |
| Total | $16,892,484 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $6,837,959 | SubstantialContributorsTotAmt |
| Public Support Total170 | $10,054,525 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $282,908 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $269,698 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $309,819 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $318,461 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $315,893 | CurrentTaxYearAmt |
| Total | $1,496,779 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $54,283 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $60,731 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $49,496 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $59,213 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $54,292 | CurrentTaxYearAmt |
| Total | $278,015 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $18,667,278 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $18,280,016 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.53860 | PublicSupportCY170Pct |
| Public Support PY170 | 0.60340 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 9 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $556,249 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $1,375,000 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $6,441,260 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,611,830 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $412,971 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $127,522 | GrantsOrScholarshipsAmt |
| End Year Balance | $2,897,279 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,606,413 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,716,027 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,710,610 | GrantsOrScholarshipsAmt |
| End Year Balance | $2,611,830 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,542,333 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,752,273 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,688,193 | GrantsOrScholarshipsAmt |
| End Year Balance | $2,606,413 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,595,541 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,766,845 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,820,053 | GrantsOrScholarshipsAmt |
| End Year Balance | $2,542,333 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,621,952 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,559,238 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,585,649 | GrantsOrScholarshipsAmt |
| End Year Balance | $2,595,541 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $4,200,000 | InvestmentCostOrOtherBasisAmt |
| Book Value | $4,200,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $18,465,286 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $7,294,110 | DepreciationAmt |
| Book Value | $11,171,176 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $447,573 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $420,224 | DepreciationAmt |
| Book Value | $27,349 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $15,398,525 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| DOMESTIC MUTUAL FUNDS | $2,808,777 | F |
| INTERNATIONAL MUTUAL FUNDS | $701,654 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $3,510,431 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ENDOWMENT HELD FOR ANOTHER ORGANIZATION | Desc |
| Amt | $216,746 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $216,746 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $6,798,201 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $294,900 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $294,900 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,503,301 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $21,722 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $21,722 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $6,525,023 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,555,886 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $7,555,886 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $21,722 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $21,722 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $7,577,608 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART XII, LINE 4B - OTHER ADJUSTMENTS: | FormAndLineReferenceDesc |
| Explanation | INVESTMENT EXPENSES 21,722. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (23 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|
| ADDISON PENZAK JEWISH COMMUNITY CENTER | ||||||||||
| 14855 OKA ROAD SUITE 201 | LOS GATOS | CA | 95032 | 942222989 | $148,729 | $1,413,142 | FMV | BELOW MARKET RENT | FMVGENERAL FUND, FACILIITES | |
| AMERICAN FRIENDS OF THE JAFFA INSTITUTE | ||||||||||
| 171-06 76TH AVENUE | FLUSHING | NY | 11366 | 112697261 | $5,000 | GENERAL FUND | ||||
| CHAI HOUSE | ||||||||||
| 814 ST ELIZABETH DRIVE | SAN JOSE | CA | 95126 | 770064726 | $23,000 | GENERAL FUND | ||||
| CONGREGATION SHIR HADASH | ||||||||||
| 20 CHERRY BLOSSOM LN | LOS GATOS | CA | 95032 | 942662529 | $50,200 | GENERAL FUND | ||||
| CONGREGATION SINAI | ||||||||||
| 1532 WILLOWBRAE AVENUE | SAN JOSE | CA | 95125 | 941546644 | $16,359 | GENERAL FUND | ||||
| HILLEL OF SILICON VALLEY | ||||||||||
| 44 S 11THST | SAN JOSE | CA | 95112 | 770575153 | $39,609 | GENERAL FUND | ||||
| JEWISH FAMILY SERVICES | ||||||||||
| 14855 OKA ROAD SUITE 202 | LOS GATOS | CA | 95032 | 942536452 | $119,543 | $68,560 | FMV | BELOW MARKET RENT | GENERAL FUND, FACILITIES | |
| JEWISH FEDERATIONS OF NORTH AMERICA | ||||||||||
| 25 BROADWAY SUITE 1700 | NEW YORK | NY | 10004 | 131624240 | $237,662 | FAIR SHARE DUES | ||||
| SILICON VALLEY JEWISH FILM FESTIVAL | ||||||||||
| PO BOX 2190 | CUPERTINO | CA | 95015 | 263234237 | $5,000 | GENERAL FUND | ||||
| SO PENINSULA HEBREW DAY SCHOOL | ||||||||||
| 1030 ASTORIA DRIVE | SUNNYVALE | CA | 94087 | 942174555 | $16,980 | GENERAL FUND | ||||
| TEMPLE EMANU-EL RELIGIOUS SCHOOL | ||||||||||
| 1010 UNIVERSITY AVENUE | SAN JOSE | CA | 95126 | 752872570 | $8,530 | GENERAL FUND | ||||
| YAVNEH DAY SCHOOL | ||||||||||
| 14855 OKA ROAD SUITE 100 | LOS GATOS | CA | 95032 | 942719901 | $59,880 | $611,369 | FMV | BELOW MARKET RENT | GENERAL FUND, FACILITIES | |
| NORTHERN ARIZONA UNIVERSITY FOUNDATION | ||||||||||
| PO BOX 4094 | FLAGSTAFF | AZ | 86011 | 860193726 | $72,000 | GENERAL FUND | ||||
| CHABAD SANTA CLARA | ||||||||||
| 2043 PRUNERIDGE AVE | SANTA CLARA | CA | 95050 | 812547463 | $7,500 | GENERAL FUND | ||||
| HILLEL FOUNDATION OF SANTA CRUZ | ||||||||||
| 222 CARDIFF PLACE | SANTA CRUZ | CA | 95060 | 770427628 | $10,000 | GENERAL FUND | ||||
| ONE TABLE | ||||||||||
| 79 MADISON AVE 8TH FLOOR | NEW YORK | NY | 10016 | 464715368 | $25,000 | GENERAL FUND | ||||
| ROTARY CLUB OF SAN JOSE FOUNDATION | ||||||||||
| 1690 SENTER ROAD | SAN JOSE | CA | 95112 | 946112270 | $5,000 | GENERAL FUND | ||||
| SAN JOSE STATE UNIVERISTY | ||||||||||
| CLARK HALL 421 ONE WASHINGTON | SAN JOSE | CA | 95112 | 946017638 | $5,000 | GENERAL FUND | SQUARE | |||
| SANTA CLARA UNIVERISTY | ||||||||||
| 500 EL CAMINO REAL LOYOLA HALL STE | SANTA CLARA | CA | 95053 | 941156617 | $5,000 | GENERAL FUND | 160 | |||
| STANDFORD UNIVERISTY DEPARTMENT OF OPHTHALMOLOGY | ||||||||||
| 318 CAMPUS DRIVE | STANFORD | CA | 94305 | 941156365 | $10,000 | GENERAL FUND | ||||
| TALL GLOBAL CORPORATION | ||||||||||
| 1999 S BASCOM AVE SUITE 925 | CAMPBELL | CA | 95008 | 770474069 | $15,600 | GENERAL FUND | ||||
| URJ CAMP NEWMAN | ||||||||||
| 711 GRAND AVENUE SUITE 280 | SAN RAFAEL | CA | 94901 | 131663143 | $5,000 | GENERAL FUND | ||||
| WORNICK JEWISH DAY SCHOLL | ||||||||||
| 800 FOSTER CITY BLVD | FOSTER CITY | CA | 94404 | 942993909 | $6,800 | GENERAL FUND | ||||
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THIS ORGANIZATION MONITORS THE USE OF GRANT FUNDS BY USING SPECIFIC PROJECT CODES TO TRACK INCOME AND EXPENSES OF EACH GRANT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Discretionary Spending Acct | Yes (X) | DiscretionarySpendingAcctInd |
| 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 |
| 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 | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JYL JURMAN | PersonNm |
| Title | CEO | TitleTxt |
| Base Compensation Filing Org | $242,877 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $67,565 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $310,442 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | ONE BOARD MEMBER IS A COUSIN TO THE EXECUTIVE DIRECTOR. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE TAX RETURN IS REVIEWED AND APPROVED BY THE FINANCE COMMITTEE. COPIES ARE MADE AVAILABLE TO ALL MEMBERS OF THE BOARD OF DIRECTORS A NON-PUBLIC WEBSITE |
| FORM 990, PART VI, SECTION B, LINE 12C | OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE POTENTIAL CONFLICTS OF INTEREST AND SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY. DISCLOSURES ARE REVIEWED BY MANAGEMENT AND THE EXECUTIVE COMMITEE WHICH ARE RESPONSIBLE FOR FOLLOW-UP. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE CEO'S CONTRACT IS NEGOTIATED WITH THE PRESIDENT ALONG WITH 2 EXECUTIVE COMMITTEE MEMBERS. THE SALARY IS BASED ON COMPARABILITY OF JEWISH FEDERATION CEO'S WITH SIMILAR SIZE COMMUNITIES AND CAMPAIGN AMOUNTS THROUGH A CEO COMPENSATION SURVEY THAT JFNA PROVIDES EACH YEAR. IN ADDITION, SALARIES OF CEO'S IN LOCAL JEWISH AGENCIES ARE TAKEN INTO ACCOUNT. |
| FORM 990, PART VI, SECTION C, LINE 18 | FORM 990 IS AVAILABLE TO PUBLIC UPON REQUEST THROUGH TELEPHONE OR EMAIL. |
| FORM 990, PART VI, SECTION C, LINE 19 | ANYBODY WHO NEEDS THIS INFORMATION CAN CONTACT THE JEWISH FEDERATION OFFICE THROUGH TELEPHONE OR EMAIL. CONTACT INFORMATION IS AVAILABLE ON THE INTERNET. |
| PART XI LINE 2C | THE ORGANIZATION HAS A 3 MEMBER AUDIT COMMITTEE OF THE BOARD THAT IS RESPONSIBLE FOR SELECTING AN INDEPENDENT AUDITOR EACH YEAR. THE MAKE-UP OF THE AUDIT COMMITTEE COMPLIES WITH CALIFORNIA LAW. THE CFO AND AUDIT COMMITTEE REVIEW THE AUDIT PLAN WITH THE AUDITOR. A DRAFT OF THE FINANCIAL STATEMENT AND AUDIT FINDINGS ARE DISCUSSED BY THE AUDITOR WITH THE COMMITTEE PRIOR TO ISSUANCE OF THE FINANCIAL STATEMENT. |
| FORM 990 ITEM B | ORIGINAL FILED RETURN WAS ERRONEOUSLY TRANSMITTED BEFORE FINAL CHANGES WERE MADE. FOLLOWING SCHEDULES / PARTS INFORMATION WAS UPDATED. 990 PART III: SOFE PRESENTATION WAS CHANGED IN 2018 TO REPORT LEVY'S ACTIVITY BY ITSELF, AS A NEW GAAP REQUIREMENT FOR NON PROFIT ORGANIZATION. UPDATED AMOUNT IN 4A EXPENSES AS $2,629,518 AND $2,043,679 FOR GRANTS. ALSO UPDATED AMOUNTS IN 4B EXEPENSES AS $4,239,226 AND GRANTS AS $2,093,070. REMOVED 4D OTHER PROGRAM SERVICES. 990- PART IV LINE 12A IS CHANGED TO YES SINCE THE ORGANIZATION OBTAINED SEPARATE, INDEPENDENT AUDITED FINANCIAL STATEMENTS FOR THE TAX YEAR. 990- PART X BALANCE SHEET PERMANANT RESTRICTED NET ASSETS SHOULD BE $2,897,279 AND TEMPORARY RESTRICTED SHOULD BE $6,638,305. IN PREVIOUSLY FILED RETURN $9,535,584 WHICH IS THE TOTAL AMOUNT WAS LISTED UNDER PERMANANTLY RESTRICTED NET ASSETS. SCHEDULE D PART 1: UPDATED THE GRANTS AND CONTRIBUTION AMOUNTS TO CORRECTED AMOUNTS FOR DONOR ADVISED FUNDS. UPDATED AMOUNTS FOR LINE 2 AGGREGATE VALUE OF CONTRIBUTIONS TO $556,249 AND LINE 3 AGGREGATE VALUE OF GRANTS FROM $1,375,000 SCHEDULE D PART V: ENDOWMENT FUNDS INCOME AND GRANT AMOUNT WERE UPDATED. LINE 1C NET INVESTMENT EARNINGS, GAINS AND LOSSES $412,971 AND LINE 1D GRANTS OR SCHOLARSHIPS $127,522. BECAUSE OF THESE CHANGES LINE 1G END OF YEAR BALANCE CHANGED TO $2,897,279. |
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