2020-05-14T18:56:06-05:00 2019-06-30 942702860 JOHANSON & YAU ACCOUNTANCY CORP 160 W SANTA CLARA ST SUITE 900 SAN JOSE CA 95113 990 2018-07-01 941167405 JEWISH FEDERATION OF SILICON VALLEY JEWI 4083583033 14855 OKA ROAD NO 200 LOS GATOS CA 95032 JYL JURMAN CEO 4083583033 2020-05-13 1 LAURA LIN P01541718 4082885111 64.88.174.3 2020-05-13 14:57:46 PD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 F748408DD81AB54102F6DF5E4EF4CC79F0D619FE 2018 2021-01-29 14:40:06Z X JYL JURMAN 14855 OKA ROAD 200 LOS GATOS CA 95032 7921669 0 X WWW.JVALLEY.ORG X 1933 CA 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). 16 16 10 120 0 0 1901780 2276857 3775043 3775255 499189 459350 52872 13561 6228884 6525023 3825295 4136749 0 0 1028418 1081447 0 0 341604 2317911 2359412 7171624 7577608 -942740 -1052585 30692866 29816148 1699604 1580571 28993262 28235577 X 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). 0 0 2629518 2043679 DESIGNATED GIVING TO FUND & SUPPORT AGENCIES AND PROGRAMS INCLUDING JEWISH COMMUNITY CENTER, LOCAL DAY SCHOOLS & SYNAGOGUES 4239226 2093070 3622142 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. 68849 54292 JEWISH COMMUNITY NEWS - PUBLISH A COMMUNITY PERIODICAL HIGHLIGHTING LOCAL JEWISH COMMUNITY NEWS, EVENTS AND ACTIVITIES. 6937593 1 1 0 0 0 1 0 0 0 1 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 12 0 1 10 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X X JYL JURMAN 4083583033 14855 OKA ROAD SUITE 200 LOS GATOS CA 95032 JOEL RUBNITZ IMMEDIATE PAST CHAIR 4.00 X 0 0 0 GINNY BAIRD DIRECTOR 4.00 X 0 0 0 JAY FRIEDMAN V.P. ANNUAL CAMPAIGN 4.00 X X 0 0 0 JYL JURMAN CEO 40.00 X X 242877 0 67565 MARC LEVITT TREASURER, V.P. 4.00 X X 0 0 0 DEAN OSTILLY DIRECTOR 4.00 X X 0 0 0 HOWARD FINE V.P. STRATEGIC INITIATIVES 4.00 X X 0 0 0 RABBI JOSHUA BERKENWALD RABBINCAL ADVISOR 4.00 X 0 0 0 JONATHAN KATZ DIRECTOR 4.00 X 0 0 0 ROBERT CHAYKIN DIRECTOR/JCRC LIASON 4.00 X 0 0 0 SUSAN SWEEDLER V.P. WOMEN'S PHILANTHROPY 4.00 X 0 0 0 PETER ULLMANN DIRECTOR 4.00 X 0 0 0 RACHAEL BERMAN HUCK DIRECTOR 4.00 X 0 0 0 AVIGAIL GAVENS DIRCTOR 4.00 X 0 0 0 MARILYN GOLDSMITH JFNA BOARD MEMBER 4.00 X 0 0 0 JEFF KANEL CHAIR 4.00 X X 0 0 0 IRIS SAGI DIRCTOR 4.00 X 0 0 0 242877 0 67565 1 0 1 0 0 2276857 2276857 LEVY FAMILY CAMPUS 611710 3622142 3622142 PROGRAM REVENUE 611710 98821 98821 COMMUNITY NEWSPAPER 511110 54292 54292 3775255 315893 315893 1540103 1396646 143457 143457 143457 OTHER REVENUE 611710 13561 13561 13561 6525023 3788816 0 459350 4136749 4136749 242877 145726 24288 72863 624443 411255 50021 163167 214127 137509 18346 58272 40842 40842 21722 21722 9380 5217 4163 83779 79309 4358 112 14302 2808 11400 94 6955 743 5717 495 40812 40812 549223 535406 13817 57596 44786 12810 LEVY FAMILY CAMPUS 989873 989873 REPAIR AND MAINTENANCE 252702 246780 5922 OUTSIDE LABOR AND CONSU 75000 23550 48804 2646 PRINTING AND COMPOSITIO 55324 46305 279 8740 161902 90765 40085 31052 7577608 6937593 298411 341604 1271469 903899 655963 626305 42849 19910 1054590 1031026 1614 23494 23112859 7714334 15913677 15398525 8276669 8302558 3476035 3510431 30692866 29816148 239096 174843 162055 127889 1083236 1061093 215217 216746 1699604 1580571 X 24419457 18699993 1961975 6638305 2611830 2897279 28993262 28235577 30692866 29816148 -1052585 294900 0 X X 0 1 X 1 0 X 8472146 1952735 2222534 1954651 2290418 16892484 8472146 1952735 2222534 1954651 2290418 16892484 6837959 10054525 282908 269698 309819 318461 315893 1496779 54283 60731 49496 59213 54292 278015 18667278 18280016 0.53860 0.60340 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9 556249 1375000 6441260 1 1 0 2611830 412971 127522 2897279 2606413 1716027 1710610 2611830 2542333 1752273 1688193 2606413 2595541 1766845 1820053 2542333 2621952 1559238 1585649 2595541 0 0 4200000 4200000 18465286 7294110 11171176 0 447573 420224 27349 0 15398525 DOMESTIC MUTUAL FUNDS 2808777 F INTERNATIONAL MUTUAL FUNDS 701654 F 3510431 ENDOWMENT HELD FOR ANOTHER ORGANIZATION 216746 216746 6798201 294900 294900 6503301 21722 21722 6525023 7555886 0 7555886 21722 21722 7577608 PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT EXPENSES 21,722. 1 ADDISON PENZAK JEWISH COMMUNITY CENTER 14855 OKA ROAD SUITE 201 LOS GATOS CA 95032 942222989 148729 1413142 FMV BELOW MARKET RENT FMVGENERAL FUND, FACILIITES AMERICAN FRIENDS OF THE JAFFA INSTITUTE 171-06 76TH AVENUE FLUSHING NY 11366 112697261 5000 GENERAL FUND CHAI HOUSE 814 ST ELIZABETH DRIVE SAN JOSE CA 95126 770064726 23000 GENERAL FUND CONGREGATION SHIR HADASH 20 CHERRY BLOSSOM LN LOS GATOS CA 95032 942662529 50200 GENERAL FUND CONGREGATION SINAI 1532 WILLOWBRAE AVENUE SAN JOSE CA 95125 941546644 16359 GENERAL FUND HILLEL OF SILICON VALLEY 44 S 11THST SAN JOSE CA 95112 770575153 39609 GENERAL FUND JEWISH FAMILY SERVICES 14855 OKA ROAD SUITE 202 LOS GATOS CA 95032 942536452 119543 68560 FMV BELOW MARKET RENT GENERAL FUND, FACILITIES JEWISH FEDERATIONS OF NORTH AMERICA 25 BROADWAY SUITE 1700 NEW YORK NY 10004 131624240 237662 FAIR SHARE DUES SILICON VALLEY JEWISH FILM FESTIVAL PO BOX 2190 CUPERTINO CA 95015 263234237 5000 GENERAL FUND SO PENINSULA HEBREW DAY SCHOOL 1030 ASTORIA DRIVE SUNNYVALE CA 94087 942174555 16980 GENERAL FUND TEMPLE EMANU-EL RELIGIOUS SCHOOL 1010 UNIVERSITY AVENUE SAN JOSE CA 95126 752872570 8530 GENERAL FUND YAVNEH DAY SCHOOL 14855 OKA ROAD SUITE 100 LOS GATOS CA 95032 942719901 59880 611369 FMV BELOW MARKET RENT GENERAL FUND, FACILITIES NORTHERN ARIZONA UNIVERSITY FOUNDATION PO BOX 4094 FLAGSTAFF AZ 86011 860193726 72000 GENERAL FUND CHABAD SANTA CLARA 2043 PRUNERIDGE AVE SANTA CLARA CA 95050 812547463 7500 GENERAL FUND HILLEL FOUNDATION OF SANTA CRUZ 222 CARDIFF PLACE SANTA CRUZ CA 95060 770427628 10000 GENERAL FUND ONE TABLE 79 MADISON AVE 8TH FLOOR NEW YORK NY 10016 464715368 25000 GENERAL FUND ROTARY CLUB OF SAN JOSE FOUNDATION 1690 SENTER ROAD SAN JOSE CA 95112 946112270 5000 GENERAL FUND SAN JOSE STATE UNIVERISTY CLARK HALL 421 ONE WASHINGTON SQUARE SAN JOSE CA 95112 946017638 5000 GENERAL FUND SANTA CLARA UNIVERISTY 500 EL CAMINO REAL LOYOLA HALL STE 160 SANTA CLARA CA 95053 941156617 5000 GENERAL FUND STANDFORD UNIVERISTY DEPARTMENT OF OPHTHALMOLOGY 318 CAMPUS DRIVE STANFORD CA 94305 941156365 10000 GENERAL FUND TALL GLOBAL CORPORATION 1999 S BASCOM AVE SUITE 925 CAMPBELL CA 95008 770474069 15600 GENERAL FUND URJ CAMP NEWMAN 711 GRAND AVENUE SUITE 280 SAN RAFAEL CA 94901 131663143 5000 GENERAL FUND WORNICK JEWISH DAY SCHOLL 800 FOSTER CITY BLVD FOSTER CITY CA 94404 942993909 6800 GENERAL FUND PART I, LINE 2: THIS ORGANIZATION MONITORS THE USE OF GRANT FUNDS BY USING SPECIFIC PROJECT CODES TO TRACK INCOME AND EXPENSES OF EACH GRANT. X 1 1 X X X X 0 0 0 0 0 0 0 0 0 JYL JURMAN CEO 242877 0 0 0 0 0 0 0 67565 0 310442 0 0 0 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.