2020-11-16T13:53:17-06:00 2019-12-31 860133881 HENRY & HORNE LLP 2055 E WARNER ROAD SUITE 101 TEMPE AZ 85284 990 2019-01-01 453910992 THE JEWISH COMMUNITY ASSOCIATION OF GREATER PHOENIX JEWI 4804817003 12701 N SCOTTSDALE RD NO 203 SCOTTSDALE AZ 852545455 MARTY HABERER CEO 4806344900 2020-11-14 1 COLETTE KAMPS CPA P00367616 4808394900 2020-11-14 72.44.192.92 2020-11-14 07:06:40 MS P 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 2019 2021-01-29 14:40:06Z JEWISH FEDERATION OF GREATER PHOENIX MARTY HABERER 12701 N SCOTTSDALE RD SCOTTSDALE AZ 85254 6802866 0 X WWW.JEWISHPHOENIX.ORG X 2011 AZ TO STRENGTHEN AND SUSTAIN A COMMUNITY THAT ENRICHES JEWISH LIVES 17 17 464 250 0 0 4943052 4641015 1458532 1913930 2058 3086 149259 117712 6552901 6675743 1905689 2312092 0 0 1709349 1781896 16818 0 444389 3398424 3804859 7030280 7898847 -477379 -1223104 31880906 30314971 5699215 5357895 26181691 24957076 X TO STRENGTHEN AND SUSTAIN A VIBRANT, INCLUSIVE COMMUNITY THAT ENRICHES LIVES THROUGH JEWISH VALUES, INNOVATION AND STEWARDSHIP 0 0 6283527 2312092 2079665 THE CAMPAIGN FOR JEWISH NEEDS IS THE ANNUAL FUNDRAISING CAMPAIGN OF THE JEWISH COMMUNITY ASSOCIATION. THE CAMPAIGN RAISED MORE THAN $4.5 MILLION FOR DISTRIBUTION TO ORGANIZATIONS AND PROGRAMS THAT HELP ENGAGE THOSE IN NEED AND/OR ENHANCE JEWISH LIFE IN GREATER PHOENIX. DURING 2019, THE ASSOCIATION APPROVED ALLOCATIONS TOTALING $2.3 MILLION TO ORGANIZATIONS WHICH BENEFITTED MORE THAN 30 JEWISH PROGRAMS, LOCALLY, NATIONALLY, IN ISRAEL, AND OVERSEAS.WOMEN'S PHILANTHROPY DREW MORE THAN 300 PARTICIPANTS TO EDUCATIONAL, OUTREACH, AND FUNDRAISING EVENTS, INCLUDING THE LION OF JUDAH AND POMEGRANATE DIVISION EVENTS, AS WELL AS THE FALL AND HANUKKAH PROGRAMS. IN ADDITION, THE INAUGURAL WOMEN'S PHILANTHROPY LEAGUE ENGAGED 25 WOMEN IN A YEAR-LONG PROGRAM OF HANDS-ON VOLUNTEERISM IN SOCIAL SERVICE. 6283527 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 0 0 1 54 0 464 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 0 0 X X LIZ JORGENSEN 4806344900 12701 N SCOTTSDALE RD SCOTTSDALE AZ 85254 HOWARD CABOT BOARD MEMBER 1.00 X 0 0 0 BEN ELLIS BOARD MEMBER 1.00 X 0 0 0 ELLIOT KAPLAN BOARD MEMBER 1.00 X 0 0 0 JAKOB KHAZANOVICH BOARD MEMBER 1.00 X 0 0 0 SALLY OSCHERWITZ BOARD MEMBER 1.00 X 0 0 0 LILY BEHBOODI SCHOEN BOARD MEMBER 1.00 X 0 0 0 DEEDEE VECCHIONE BOARD MEMBER 1.00 X 0 0 0 ALAN ZEICHICK BOARD MEMBER 1.00 X 0 0 0 BETH JO ZEITZER BOARD MEMBER 1.00 X 0 0 0 DON SCHON VICE CHAIR (THRU 11/1/19) 1.00 X X 0 0 0 JONATHAN HOFFER VICE CHAIR 1.00 X X 0 0 0 DANIELLE BRESLOW GROSS VICE CHAIR 1.00 X X 0 0 0 MIKE ARKO VICE CHAIR 1.00 X X 0 0 0 BARRY MARKSON GOVERNANCE CHAIR/SECRETARY 1.00 X X 0 0 0 MORRIE AARON TREASURER 1.00 X X 0 0 0 JULEE LANDAU SHAHON VICE CHAIR, VP STRATEGIC PLANNING 1.00 X X 0 0 0 DAVID WEINER BOARD CO-CHAIR 1.00 X X 0 0 0 MARK FELDMAN BOARD CO-CHAIR 1.00 X X 0 0 0 MARTY HABERER CEO 40.00 X 204621 0 10978 HOWARD SCKOLNIK CFO (THRU 11/19) 18.00 22.00 X 108044 0 5093 LIZ JORGENSEN CAO 18.00 22.00 X 32020 0 1981 344685 0 18052 2 0 1 0 THE SHANNON S MARTIN COMPANY INC PO BOX 44144 PHOENIX AZ 85064 JANITORIAL SERVICES 242000 PARAGON SERVICES LLC 1550 E MARYLAND AVE PHOENIX AZ 85014 BUILDING ENGINEERS 190121 ARIZONA CONTROL SPECIALISTS 920 W 1ST ST TEMPE AZ 85281 ENERGY MANAGEMENT 124656 3 68334 25000 4547681 592112 4641015 FACILITY CHARGES 532000 1686932 1686932 OTHER PROGRAM REVENUE 900099 226998 226998 1913930 3086 3086 79100 68334 127123 -48023 -48023 OTHER REVENUE 900099 165735 165735 165735 6675743 2079665 0 -44937 2312092 2312092 328735 217311 75240 36184 1331978 992116 277099 62763 9284 3789 4588 907 57135 26321 24402 6412 54764 27005 21709 6050 115510 7419 92091 16000 41688 13978 16768 10942 55990 13983 39658 2349 440029 262867 168915 8247 162025 162025 1076685 1077952 -1267 46130 27332 18798 SUPPLIES AND FOOD 916411 583276 180087 153048 REPAIRS AND MAINTENANCE 852877 852877 BAD DEBT EXPENSE 110047 5375 104672 MISCELLANEOUS EXPENSES 66666 63041 3625 -79199 -197832 81818 36815 7898847 6283527 1170931 444389 1226362 1157326 446906 565576 32392 18220 56660 65160 42425029 14364438 28875855 28060591 1242731 448098 31880906 30314971 865347 364894 152290 3082 123142 4082483 4016359 748303 701210 5699215 5357895 X 25025482 24442802 1156209 514274 26181691 24957076 31880906 30314971 -1223104 -1511 0 X 0 1 X 1 0 X 4956096 4689378 4892021 4943052 4641015 24121562 4956096 4689378 4892021 4943052 4641015 24121562 3128015 20993547 8663 2346 405 2058 3086 16558 127577 539441 108904 180175 165735 1121832 25259952 0.83110 0.82060 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10187000 10187000 28189543 10910797 17278746 4048486 3453641 594845 28060591 LINE OF CREDIT 275000 DUE TO AFFILIATE 426210 701210 X PART X, LINE 2: THE ORGANIZATION RECOGNIZES UNCERTAIN TAX POSITIONS IN THE CONSOLIDATED FINANCIAL STATEMENTS WHEN IT IS MORE-LIKELY-THAN-NOT THE POSITIONS WILL NOT BE SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES. AT DECEMBER 31, 2019, THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. MEGA EVENT 127300 48200 79100 5000 10039 61045 6951 LION OF JUDAH/ IGNITION 20134 20134 5628 33284 5176 147434 68334 79100 5000 15667 94329 12127 127123 -48023 1 BUREAU OF JEWISH EDUCATION 12701 N SCOTTSDALE RD 206 SCOTTSDALE AZ 85254 860560654 501C3 50000 GENERAL SUPPORT EAST VALLEY JCC 909 N ALMA SCHOOL RD CHANDLER AZ 85224 860618301 501C3 74340 GENERAL SUPPORT GESHER DISABILITY RESOURCES 12701 N SCOTTSDALE RD 205 SCOTTSDALE AZ 85254 860626273 501C3 30330 GENERAL SUPPORT HILLEL AT ASU 1012 S MILL AVE TEMPE AZ 85281 866053800 501C3 115600 GENERAL SUPPORT JEWISH FAMILY & CHILDREN'S SERVICE 4220 N 20TH AVE PHOENIX AZ 85012 860096781 501C3 237600 GENERAL SUPPORT VALLEY BEIT MIDRASH 4645 E MARILYN RD PHOENIX AZ 85032 455443715 501C3 20700 GENERAL SUPPORT VALLEY OF THE SUN JEWISH COMMUNITY CENTER 12701 N SCOTTSDALE RD 205 SCOTTSDALE AZ 85254 860622258 501C3 490950 GENERAL SUPPORT PARDES JEWISH DAY SCHOOL 6805 E MCDONALD DR PARADISE VALLEY AZ 85253 860969657 501C3 45600 GENERAL SUPPORT PHOENIX HEBREW ACADEMY 515 E BETHANY HOME RD PHOENIX AZ 85012 860199058 501C3 16095 GENERAL SUPPORT SHE'ARIM TORAH HIGH SCHOOL FOR GIRLS 715 E SIERRA VISTA DR PHOENIX AZ 85014 412211077 501C3 5655 GENERAL SUPPORT TORAH DAY SCHOOL OF PHOENIX 1118 W GLENDALE AVE PHOENIX AZ 85021 273219251 501C3 33060 GENERAL SUPPORT THE JEWISH AGENCY FOR ISRAEL 25 BROADWAY SUITE 1700 NEW YORK NY 10004 237254561 501C3 163500 GENERAL SUPPORT AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE 25 BROADWAY SUITE 1700 NEW YORK NY 10004 131656634 501C3 163500 GENERAL SUPPORT THE ETHIOPIAN NATIONAL PROJECT 25 BROADWAY SUITE 1700 NEW YORK NY 10004 131624240 501C3 11760 GENERAL SUPPORT SMILE ON SENIORS 2110 E LINCOLN DR PHOENIX AZ 85016 860441056 501C3 18000 GENERAL SUPPORT WISE AGING 12701 N SCOTTSDALE RD 203 SCOTTSDALE AZ 85254 860560654 501C3 6000 GENERAL SUPPORT J TEEN CONNECT AZ 12701 N SCOTTSDALE RD 203 SCOTTSDALE AZ 85254 860622258 501C3 10000 GENERAL SUPPORT MOISHE HOUSE PHOENIX 441 E SAXONY RD BARN 2 ENCINITAS CA 92024 262599786 501C3 10000 GENERAL SUPPORT MINKOFF CENTER FOR JEWISH GENETICS 12701 N SCOTTSDALE RD 203 SCOTTSDALE AZ 85254 208139446 501C3 15000 GENERAL SUPPORT THE WOMEN'S LEADERSHIP INSTITUTE 7825 E PARADISE LANE SCOTTSDALE AZ 85260 273905817 501C3 10000 GENERAL SUPPORT FEDERATION SENIOR RIDES PROGRAM (ENVOY AMERICA) 4920 S WENDLER DR SUITE 115 TEMPE AZ 85282 842233287 501C3 77000 GENERAL SUPPORT 20 0 PART I, LINE 2: THE ORGANIZATION ONLY ISSUES GRANTS TO 501(C)(3) ORGANIZATIONS. EXCEPT FOR DAY SCHOOL AND STRATEGIC PARTNER GRANTS, A POST-GRANT MONITORING PROCESS IS IN PLACE FOR ALL OTHER PROGRAM GRANTS. X 1 1 X X 0 0 0 0 0 0 0 0 0 MARTY HABERER CEO 182121 0 22500 0 0 0 6372 0 4606 0 215599 0 0 0 PART I, LINE 1A THE ORGANIZATION OPERATES WITHIN THE SAME FACILITY AS ITS AFFILIATE, VALLEY OF THE SUN JEWISH COMMUNITY CENTER, WHICH AS A FITNESS FACILITY. THE CEO AND OTHER EMPLOYEES OF THE ORGANIZATION RECEIVE FREE MEMBERSHIPS AT THE FACILITY. WEINER INSURANCE COMPANY BOARD MEMBER/CO-CHAIR IS PRESIDENT OF WEINER INSURANCE COMPANY 456895 BOARD MEMBER IS PRESIDENT OF WEINER INSURANCE COMPANY. THE ORGANIZATION PAID PREMIUMS FOR INSURANCE POLICIES FOR WHICH MR. WEINER IS THE INSURANCE BROKER. 0 X 17 592112 FAIR MARKET VALUE 0 0 0 PART I, COLUMN (B): THE NUMBER IN PART I, COLUMN B REPRESENTS THE NUMBER OF DONORS WHO DONATED PUBLICLY TRADED STOCK. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE ORGANIZATION'S CAO AND AUDIT COMMITTEE PRIOR TO FILING. A COPY IS ALSO PROVIDED TO THE BOARD OF DIRECTORS AND EACH BOARD MEMBER MUST SIGN A CERTIFICATE STATING THAT THEY HAVE REVIEWED IT. FORM 990, PART VI, SECTION B, LINE 12C ALL OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST FORM ANNUALLY. THE FORMS ARE REVIEWED INITIALLY BY THE CAO FOR POTENTIAL CONFLICTS. ANY POTENTIAL CONFLICTS ARE REVIEWED BY THE BOARD OF DIRECTORS. ANY PERSON WITH A CONFLICT IS RESTRICTED FROM VOTING ON RELATED MATTERS WHERE A CONFLICT MAY OCCUR. FORM 990, PART VI, SECTION B, LINE 15A THE OFFICER TEAM OF THE BOARD OF DIRECTORS RECOMMENDS THE COMPENSATION FOR THE CEO AND CONDUCTS PERIODIC PERFORMANCE REVIEWS OF THE CEO. THIS PROCESS WAS LAST CONDUCTED IN 2019. 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. JEWISH COMMUNITY CAMPUS LLC 12701 N SCOTTSDALE RD SCOTTSDALE AZ 85254 860096784 FACILITY MANAGEMENT AZ 1965256 27376470 THE JEWISH COMMUNITY ASSOCIATION OF GREATER PHOENIX VALLEY OF THE SUN JEWISH COMMUNITY CENTER INC 12701 N SCOTTSDALE RD SCOTTSDALE AZ 85254 860622258 SERVICES TO THE COMMUNITY AZ 501(C)(3) LINE 11 JEWISH COMMUNITY ASSOCIATION OF GREATER PHOENIX 1 VALLEY OF THE SUN JEWISH COMMUNITY CENTER QUALIFIED CHARITABLE ORGANIZATION 12701 N SCOTTSDALE RD SCOTTSDALE AZ 85254 824444719 ASSISTANCE TO FAMILIES WITH SEVERE DISABILITIES AZ 501(C)(3) LINE 7 VALLEY OF THE SUN JEWISH COMMUNITY CENTER INC 0 0 1 1 0 0 0 0 0 0 1 0 1 1 1 1 1 1 0 0 VALLEY OF THE SUN JEWISH COMMUNITY CENTER B 490950 CASH VALLEY OF THE SUN JEWISH COMMUNITY CENTER C 25000 CASH VALLEY OF THE SUN JEWISH COMMUNITY CENTER J 1096842 CASH