2020-06-05T17:55:14-05:00 2019-06-30 930623286 ALDRICH CPAS AND ADVISORS LLP 7676 HAZARD CENTER DRIVE STE 1300 SAN DIEGO CA 92108 990 2018-07-01 330519225 HILLEL OF SAN DIEGO HILL 6195836080 5717 LINDO PASEO SAN DIEGO CA 92115 JOEL SMITH PRESIDENT 6195836080 2020-05-14 1 ELSA A ROMERO P00485021 6198104940 2020-05-14 69.30.50.66 2020-05-14 10:51:20 PD P AE7C488BB04BCF57F71695E940000A48E965C495 EFBEED1BEF6CE22BC671DD7E5D4A8464D3F0436A 2018 2020-09-23 17:36:50Z JOEL SMITH 5717 LINDO PASEO SAN DIEGO CA 92115 2024383 0 X WWW.HILLELSD.ORG X 1992 CA HILLEL SEEKS TO BE A VIBRANT JEWISH PRESENCE FOR SAN DIEGO COLLEGE STUDENTS. 25 25 20 30 0 0 2236976 1910058 11195 13211 71051 72498 -95951 22595 2223271 2018362 0 0 0 0 784646 784691 124000 36000 288970 677166 748046 1585812 1568737 637459 449625 13072401 12980171 926536 985782 12145865 11994389 X HILLEL SEEKS TO BE A VIBRANT JEWISH PRESENCE FOR SAN DIEGO COLLEGE STUDENTS, INVOLVING THEM IN WAYS WHICH ENHANCE THEIR CONNECTION TO THE JEWISH RELIGION, THE JEWISH PEOPLE AND THEIR LASTING COMMITMENT TO JEWISH LIFE.TO FURTHER THIS MISSION, HILLEL IS COMMITTED TO THE FOLLOWING GOALS:SERVING THE NEEDS OF INDIVIDUAL JEWISH STUDENTS.CREATIVELY ENGAGING AND EMPOWERING JEWISH STUDENTS THROUGH PERSONAL INTERACTIONS AND COMPELLING PROGRAMS.BUILDING A STRONG SENSE OF BELONGING AND JEWISH IDENTITY.NURTURING INTELLECTUAL AND SPIRITUAL GROWTH IN A PLURALISTIC COMMUNITY.ADVOCATING FOR JEWISH STUDENT NEEDS ON CAMPUS AND IN THE COMMUNITY.LINKING THE CAMPUS COMMUNITY TO THE LARGER JEWISH COMMUNITY, LOCALLY AND GLOBALLY.HELPING STUDENTS CULTIVATE A CLOSER CONNECTION TO ISRAEL.DEVELOPING A CAMPUS AND ORGANIZATIONAL CULTURE IN WHICH THE QUALITY OF THE RELATIONSHIPS ATTRACTS INVOLVEMENT. 0 0 1048447 13211 HILLEL OF SAN DIEGO ("HILLEL") WAS FORMED IN 1977 AS THE JEWISH CAMPUS CENTER AND INCORPORATED IN CALIFORNIA IN JULY 1992 AS JEWISH CAMPUS HILLEL CENTER.HILLEL, ACCREDITED BY HILLEL: THE FOUNDATION FOR JEWISH CAMPUS LIFE, SERVES AN ESTIMATED 2,500 JEWISH UNDERGRADUATE AND GRADUATE STUDENTS AT INSTITUTIONS OF HIGHER EDUCATION ACROSS SAN DIEGO COUNTY. STUDENTS FROM ALL BACKGROUNDS ARE INVITED TO PARTICIPATE IN JEWISH LIFE ON CAMPUS. SOCIAL, CULTURAL, EDUCATIONAL, RELIGIOUS AND COMMUNITY SERVICE PROGRAMS PROVIDE OPPORTUNITIES FOR STUDENTS TO BUILD RELATIONSHIPS WITH EACH OTHER AND DEVELOP JEWISH COMMUNITY. 1048447 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 24 0 1 20 1 0 0 0 0 0 0 0 0 0 0 0 0 X 25 25 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X SUE ROTH 6195836080 5717 LINDO PASEO SAN DIEGO CA 92115 JOEL SMITH PRESIDENT 5.00 X X 0 0 0 TODD KIRSCHEN VP FINANCE 3.00 X X 0 0 0 JANET ACHEATEL SECRETARY 2.00 X X 0 0 0 EMILY JENNEWEIN IMMEDIATE PAST PRESIDENT 3.00 X X 0 0 0 MICHELLE BERKOWITZ DIRECTOR 1.00 X 0 0 0 HOLLIE BIERMAN DIRECTOR 1.00 X 0 0 0 JODI DIAMOND DIRECTOR 1.00 X 0 0 0 MITCH DUBICK DIRECTOR 1.00 X 0 0 0 JEFF EWAN DIRECTOR 1.00 X 0 0 0 LAURA GALINSON DIRECTOR 1.00 X 0 0 0 HEIDI GANTWERK DIRECTOR 1.00 X 0 0 0 DANIEL GARDENSWARTZ DIRECTOR 1.00 X 0 0 0 JERRY GOLDBERG DIRECTOR 1.00 X 0 0 0 MARK GORDON DIRECTOR 1.00 X 0 0 0 WAYNE HARRIS DIRECTOR 1.00 X 0 0 0 BOB LAPIDUS DIRECTOR 1.00 X 0 0 0 SABRINA LEITNER DIRECTOR 1.00 X 0 0 0 JESSICA LEMOINE DIRECTOR 1.00 X 0 0 0 STEVEN LEVINE DIRECTOR 1.00 X 0 0 0 BOB RUBENSTEIN DIRECTOR 1.00 X 0 0 0 MITCH SIEGLER DIRECTOR 1.00 X 0 0 0 JULIE BEAR DIRECTOR 1.00 X 0 0 0 ALYSON SOLOMON DIRECTOR 1.00 X 0 0 0 SHEILA WEINSTOCK DIRECTOR 1.00 X 0 0 0 LONNY ZILBERMAN DIRECTOR 1.00 X 0 0 0 RABBI GARY EZRA OREN DE FACTO OFFICER 40.00 X 92236 0 17809 92236 0 17809 0 0 0 0 0 1910058 840 1910058 PROGRAM REVENUE 900099 13211 13211 13211 68339 68339 22245 0 22245 22245 22245 10180 6021 4159 4159 4159 350 0 350 350 2018362 13211 0 95093 162228 89225 27579 45424 513840 282612 87353 143875 22438 12341 3814 6283 34466 18956 5860 9650 51719 28446 8792 14481 1750 1750 17150 17150 36000 36000 13084 13084 3638 3608 30 16853 16853 26988 16076 10306 606 5437 4893 272 272 93489 86014 5339 2136 4753 4753 29666 29666 180000 162000 9000 9000 22152 19937 1107 1108 PROGRAM EXPENSE 323194 323194 0 0 ADMINISTRATION 6640 0 6640 0 DONOR RELATIONS 3252 0 0 3252 1568737 1048447 231320 288970 240468 390076 216288 222710 346624 489417 11289 324325 7944 9320 10347975 944395 10170112 9403580 979723 1058310 1099953 1082433 13072401 12980171 166536 225782 760000 760000 926536 985782 X 10532089 9275539 628809 1733883 984967 984967 12145865 11994389 13072401 12980171 449625 21205 -622306 0 X 0 1 X 1 0 X 1200833 1506531 2076908 2236976 1910058 8931306 1200833 1506531 2076908 2236976 1910058 8931306 2679405 6251901 36908 26581 42569 81575 90584 278217 92030 350 92380 51 2107 2158 9304061 98659 0.67200 0.59710 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2089812 6631 79252 54048 2121647 2029029 116390 55607 2089812 1930271 170491 71733 2029029 1011845 935900 -11811 5663 1930271 1052343 9043 43457 6084 1011845 0.50630 0.46420 0.02950 1 0 3205061 3205061 4584858 585438 3999420 639026 358957 280069 1919030 1919030 9403580 ENDOWMENT INVESTMENTS HELD AT JCF 1082433 1082433 X 2590296 21205 563813 585018 2005278 13084 13084 2018362 2119466 563813 563813 1555653 13084 13084 1568737 PART V, LINE 4: HILLEL'S CURRENT SPENDING POLICY IS TO DISBURSE 5% OF THE VALUE OF THE FUND ANNUALLY, BASED ON THE FUND'S VALUE ON MARCH 31, TO BE APPLIED TO THE FOLLOWING FISCAL YEAR'S OPERATING BUDGET. HOWEVER, DISBURSEMENTS SHALL BE LIMITED TO THE EXTENT IT WOULD REDUCE THE FUND BALANCE BELOW THE PERMANENTLY RESTRICTED AMOUNTS: PERLMAN ENDOWMENT - FUND DIRECTOR'S POSITION AT UCSD JACOBS ENDOWMENT - FUND UCSD ENGAGEMENT PROFESSIONAL ARONOFF ENDOWMENT - FUND SDSU HILLEL PROGRAMS PART X, LINE 2: HILLEL FOLLOWS ACCOUNTING STANDARDS GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA RELATED TO THE RECOGNITION OF UNCERTAIN TAX POSITIONS. HILLEL RECOGNIZES ACCRUED INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS AS PART OF THE STATEMENTS OF ACTIVITIES WHEN APPLICABLE. MANAGEMENT HAS DETERMINED THAT HILLEL HAS NO UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2019 AND 2018 AND THEREFORE NO AMOUNTS HAVE BEEN ACCRUED. X X X X X X 1 THE WELTY GROUP LLC 1286 UNIVERSITY AVENUE SUITE 839 SAN DIEGO CA 92103 DONOR DATABASE CONSULTING FOR CAPITAL CAMPAIGN 0 1046484 36000 1010484 1046484 36000 1010484 CA SCHEDULE G, PART I, LINE 2B, COLUMN (V) IN THE CURRENT FISCAL YEAR ENDED 6/30/19 PAYMENTS FOR PROFESSIONAL FUNDRAISING SERVICES WERE FOR PLANNING AND COMPILING INFORMATION FOR FUTURE SOLICITATIONS. FORM 990, PART VI, SECTION A, LINE 6 ANY PERSON WHO MAKES A CHARITABLE CONTRIBUTION TO THE ORGANIZATION IN THE PRECEDING YEAR IS CONSIDERED A "MEMBER" FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS VOTE AT THE ANNUAL MEETING TO DETERMINE THE BOARD OF DIRECTORS AND TO RATIFY THE ACTIONS OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B THE MEMBERS VOTE AT THE ANNUAL MEETING TO ELECT DIRECTORS TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S AUDIT IS REVIEWED FOR COMMENTS AND INPUT BY THE AUDIT COMMITTEE, THE EXECUTIVE DIRECTOR, AND ANY STAFF DIRECTED BY THE EXECUTIVE DIRECTOR TO REVIEW THE AUDIT PRIOR TO SUBMISSION TO THE BOARD OF DIRECTORS FOR APPROVAL. THE BOARD OF DIRECTORS MUST REVIEW AND APPROVE THE COMPLETED AUDIT ONCE THE FINANCE COMMITTEE REVIEWS THE AUDIT AND RECOMMENDS IT FOR A VOTE. THE FORM 990 IS THEN REVIEWED BY THE ORGANIZATION'S EXECUTIVE DIRECTOR AND BUSINESS MANAGER FOR COMMENTS AND INPUT PRIOR TO SUBMISSION TO THE VICE PRESIDENT OF FINANCE AND A CPA ON THE FINANCE COMMITTEE OR THE BOARD OF DIRECTORS FOR APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C EACH RESPONSIBLE PERSON SHALL ANNUALLY COMPLETE A DISCLOSURE FORM IDENTIFYING ANY RELATIONSHIPS, POSITIONS, OR CIRCUMSTANCES IN WHICH THE RESPONSIBLE PERSON IS INVOLVED THAT HE OR SHE BELIEVES COULD CONTRIBUTE TO A CONFLICT OF INTEREST ARISING. SUCH RELATIONSHIPS, POSITIONS OR CIRCUMSTANCES MIGHT INCLUDE OWNERSHIP OF A BUSINESS THAT MIGHT PROVIDE GOODS OR SERVICES TO HILLEL. ANY SUCH INFORMATION REGARDING BUSINESS INTERESTS OF A RESPONSIBLE PERSON OR A FAMILY MEMBER SHALL BE TREATED AS CONFIDENTIAL AND SHALL GENERALLY BE MADE AVAILABLE ONLY TO THE CHAIR OF THE BOARD, THE EXECUTIVE DIRECTOR AND ANY COMMITTEE APPOINTED TO ADDRESS CONFLICTS OF INTEREST, EXCEPT TO THE EXTENT ADDITIONAL DISCLOSURE IS NECESSARY IN CONNECTION WITH THE IMPLEMENTATION OF THIS POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE REVIEWS THE EXECUTIVE DIRECTOR AND DETERMINES COMPENSATION FOR THAT POSITION. KEY EMPLOYEES ARE REVIEWED BY THE EXECUTIVE DIRECTOR WITH RECOMMENDATIONS GOING TO THE EXECUTIVE COMMITTEE FOR APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, POLICIES, FINANCIAL STATEMENTS AND TAX RETURNS ARE AVAILABLE TO THE PUBLIC AS REQUESTED DURING NORMAL BUSINESS HOURS AT HILLEL OF SAN DIEGO, 5717 LINDO PASEO, SAN DIEGO, CA 92115.