2020-11-16T19:28:53-06:00 2019-12-31 951777440 GREEN HASSON & JANKS LLP 10990 WILSHIRE BLVD 16TH FLOOR LOS ANGELES CA 900243929 990 2019-01-01 952407026 JEWISH FEDERATION AND FAMILY SERVICES OF ORANGE COUNTY JEWI 9494353484 1 FEDERATION WAY NO 210 IRVINE CA 92603 ARLENE MILLER CEO 9494353484 2020-11-16 1 LIZBETH NEVAREZ P01399868 3108731600 23.117.149.237 2020-11-16 17:53:07 PS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 1E5C2E37194314C3A47C760AEAFDC059525B6175 2019 2021-01-29 14:40:06Z ARLENE MILLER 1 FEDERATION WAY STE 210 IRVINE CA 92603 6637524 0 X WWW.JEWISHORANGECOUNTY.ORG X 1966 CA WE CARE FOR PEOPLE IN NEED AND STRENGTHEN JEWISH COMMUNITY IN OC, ISRAEL, AND AROUND THE WORLD 18 18 67 575 0 0 6144034 5979416 117722 14270 -169886 478431 188148 -332507 6280018 6139610 1930571 1958364 0 0 3848284 3049734 0 0 454625 2924855 1414336 8703710 6422434 -2423692 -282824 13308677 15504716 4320184 4195144 8988493 11309572 X THE MISSION OF THE ORGANIZATION IS TO CARE FOR PEOPLE IN NEED, AND TO STRENGTHEN JEWISH LIFE IN ORANGE COUNTY, ISRAEL AND AROUND THE WORLD. 0 0 2949817 662695 0 THROUGH ITS FEDERATION DIVISION, THE ORGANIZATION STRENGTHENS JEWISH LIFE IN ORANGE COUNTY THROUGH PROGRAMS, GRANTS, AND OPPORTUNITIES FOR PHILANTHROPIC GIVING, AND STRENGTHENS JEWISH LIFE IN ISRAEL AND AROUND THE WORLD THROUGH ITS NATIONAL PARTNER, JEWISH FEDERATIONS OF NORTH AMERICA.JFFS COMMUNITY CALENDAR ONLINE ENABLES INDIVIDUALS TO FIND INFORMATION ON EVENTS IN THE ORANGE COUNTY JEWISH COMMUNITY.JFFS ISRAEL INITIATIVE BRINGS ORANGE COUNTY TO ISRAEL AND ISRAEL TO ORANGE COUNTY. JFFS SUPPORTS OUR PARTNERSHIP2GETHER COMMUNITIES (KIRYAT MALACHI AND ASHKELON COAST REGION); PROMOTES VOLUNTEER SERVICE; PROVIDES OC YOUTH WITH ISRAEL EXPERIENCE EDUCATIONAL GRANTS; FACILITATES DELEGATION VISITS TO AND FROM ISRAEL; AND MAKES GRANTS TO ISRAELI NONPROFIT ORGANIZATIONS AND TO ISRAEL-THEMED PROJECTS IN ORANGE COUNTY.JFFS PASSPORT TO JEWISH LIFE GRANTS SUPPORT JEWISH YOUTH AND YOUNG ADULTS FOR PARTICIPATION IN JEWISH EDUCATIONAL EXPERIENCES (CAMP, RELIGIOUS SCHOOL, LEADERSHIP TRAINING). JFFS CORE GRANTS UNDERPIN THE ESSENTIAL OPERATION OF FIVE CORE PARTNERS: HEBREW ACADEMY, AND TARBUT V' TORAH COMMUNITY DAY SCHOOL (K-12 EDUCATION); HILLEL FOUNDATION (COLLEGE STUDENT LEADERSHIP AND CONNECTION); THE MERAGE JEWISH COMMUNITY CENTER (CULTURAL, EDUCATIONAL AND SOCIAL ENGAGEMENT PROGRAMS FOR ALL AGES); AND JEWISH FEDERATIONS OF NORTH AMERICA, OUR NATIONAL CORE PARTNER.JFFS FAMILY PHILANTHROPY IS A GIVING CIRCLE THAT ENABLES FAMILIES WITH SCHOOL-AGE CHILDREN TO PARTICIPATE IN ACTIVITIES THAT BUILD THE NEXT GENERATION OF COMMUNITY PHILANTHROPISTS. JFFS IMPACT GRANTS SUPPORT PROGRAMS PROVIDED BY OC'S JEWISH ORGANIZATIONS AND CONGREGATIONS. AN ANNUAL REQUEST FOR PROPOSALS IS SENT TO ALL JEWISH OC ORGANIZATIONS; GRANT DECISIONS ARE MADE BY THE JFFS LAY LEADERSHIP PLANNING AND FUNDING COUNCIL.JFFS LAGUNA WOODS REGION CONNECTS ACTIVE OLDER (55+) JEWISH ADULTS WITH THE BROADER OC JEWISH COMMUNITY AND IS A LOCAL RALLYING POINT FOR JEWISH COMMUNITY ACTIVITIES, RAISING FUNDS FOR JFFS ANNUAL CAMPAIGN AND PROMOTING LEGACY PHILANTHROPY. JFFS LEGACY CIRCLE INSPIRES COMMUNITY MEMBERS, FROM YOUNG ADULTS TO SENIORS, TO INVEST IN THE FUTURE OF THE OC JEWISH COMMUNITY THROUGH PLANNED GIVING.JFFS 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. ITS TIKKUN4TROOPS EVENT ENGAGES HUNDREDS OF COMMUNITY MEMBERS TO PROVIDE THOUSANDS OF CARE PACKAGES FOR US SERVICE MEMBERS OVERSEAS. NEXTGEN ALSO MANAGES BIRTHRIGHT ISRAEL TRIPS FOR POST-COLLEGE JEWISH YOUNG ADULTS. JFFS 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.JFFS PLANNING AND FUNDING COUNCIL REVIEWS AND DETERMINES JFFS CORE GRANTS AND IMPACT GRANTS; OVERSEAS ALL JFFS GRANT-MAKING COMMITTEES AND OF ORANGE COUNTY JEWISH FEDERATION AND FAMILY SERVICES DONOR-DESIGNATED GRANTS DELIBERATES ON EMERGING COMMUNITY NEEDS.JFFS ROSE PROJECT CREATES SELF-SUFFICIENT JEWISH STUDENT LEADERS ON OC COLLEGE AND UNIVERSITY CAMPUSES BY INFORMING, EDUCATING AND ENGAGING JEWISH STUDENTS ON JEWISH LIFE AND ISRAEL ISSUES; AND FACILITATES INFORMED AND RESPECTFUL DIALOGUE.JFFS PJ LIBRARY PROVIDES GIFT OF MONTHLY JEWISH-THEMED BOOKS AND MUSIC CDS TO REGISTERED FAMILIES RAISING A JEWISH CHILD, AGES 6 MONTHS TO 8 YEARS.JFFS 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.JFFS THE NETWORK PROVIDES A PLATFORM FOR JEWISH PROFESSIONALS TO BUILD BUSINESS RELATIONSHIPS, FOSTER LEADERSHIP OPPORTUNITIES AND ENGAGE WITH PEERS WHO SHARE A SIMILAR COMMITMENT TO JEWISH VALUES, COLLABORATION AND COMMUNITY BUILDING.JFFS 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, ANDENGAGES WOMEN IN JEWISH LIFE THROUGH CULTURAL, EDUCATIONAL AND SOCIAL PROGRAMMING.JFFS ZECHTER MUSIC CENTER SUPPORTS JEWISH YOUTH IN PURSUING MUSICAL INSTRUMENT STUDIES AND ENGAGING IN ARTS APPRECIATION ACTIVITIES. 1805217 1295669 14270 THROUGH ITS FAMILY SERVICES DIVISION, THE ORGANIZATION CARES FOR PEOPLE IN NEED THROUGH PROGRAMS, SERVICES, AND DIRECT FINANCIAL ASSISTANCE THAT BENEFITED SOME 925 INDIVIDUALS IN 2019. GUIDED BY JEWISH TRADITIONS OF SOCIAL RESPONSIBILITY, COMPASSION, AND RESPECT FOR ALL, FAMILY SERVICES PROGRAMS SUPPORT AND STRENGTHEN PEOPLE OF ALL AGES, BELIEFS, AND BACKGROUNDS. JFFS COUNSELING, BY EXPERT THERAPISTS, ASSISTS INDIVIDUALS, COUPLES AND FAMILIES ADDRESSING ISSUES OF ANXIETY, DEPRESSION, BEREAVEMENT AND OTHER LIFE CHALLENGES.JFFS HELPLINE IS OPEN TO THE COMMUNITY DURING BUSINESS HOURS TO ASSIST COMMUNITY MEMBERS WITH SERVICES, SUPPORT, INFORMATION, AND REFERRAL.JFFS HOLOCAUST SURVIVOR PROGRAM PROVIDES INDIVIDUAL CASE MANAGEMENT; COMPENSATION FOR HOME CARE AND HOUSEKEEPING SERVICES, ASSISTANCE WITH RESTITUTION MATTERS; EMERGENCY FINANCIAL AID; CAFE EUROPA, A MONTHLY SERIES OF SOCIAL EVENTS; AND MEAL PARTNERS, A VOLUNTEER COMPANIONSHIP PROGRAM MATCHING SURVIVORS WITH COMMUNITY MEMBERS.JFFS 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. THE FIRST, MANDEL HOUSE, OPENED IN 2014; THE SECOND, HORWITZ FAMILY HOUSE, OPENEDIN 2017.JFFS LIFELINES PROVIDES SHORT-TERM, SOLUTION-FOCUSED EMERGENCY CASE MANAGEMENT FOR OC RESIDENTS IN CRISIS; AND ADOPT A FAMILY, A COMMUNITY PARTNERSHIP PROGRAM TO PROVIDE ADDITIONAL SUPPORT TO VULNERABLE COMMUNITY MEMBERS DURING MAJOR HOLIDAYS.JFFS WOMEN FORWARD PROVIDES WOMEN AGE 40+ WITH COACHING AND SUPPORT TO SECURE EMPLOYMENT AND ATTAIN LONG-TERM FINANCIAL SELF-SUFFICIENCY. WOMEN FORWARD ALSO OFFERS A SERIES OF WORKSHOPS EACH YEAR THAT ARE OPEN TO WOMEN OF ALL AGES AND BACKGROUNDS IN OC. 4755034 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 27 0 1 67 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 18 18 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X X ARLENE MILLER 9494353484 1 FEDERATION WAY STE 210 IRVINE CA 92603 ARLENE MILLER PRESIDENT AND CEO 40.00 0.00 X 299830 0 31632 LAUREN GAVSHON BRAND COO 40.00 0.00 X 115261 0 18960 KATHLEEN MELLON SENIOR DIRECTOR 40.00 0.00 X 111903 0 16165 STEPHANIE EPSTEIN SENIOR DIRECTOR 40.00 0.00 X 109221 0 5574 BONNIE WIDERMAN DIRECTOR 40.00 0.00 X 105301 0 12417 DORIS JACOBSON DIRECTOR 40.00 0.00 X 100458 0 5585 YAEL ARONOFF DIRECTOR 1.00 0.00 X 0 0 0 FRANK ELLIS DIRECTOR 1.00 0.00 X 0 0 0 JONATHAN GERBER DIRECTOR 1.00 0.00 X 0 0 0 BERNIE LABOWITZ DIRECTOR 1.00 0.00 X 0 0 0 SUSAN LEVINSTEIN DIRECTOR 1.00 0.00 X 0 0 0 ADAM MILLER DIRECTOR 1.00 0.00 X 0 0 0 DEBORAH SIMINOU DIRECTOR 1.00 0.00 X 0 0 0 JAMES M WEISS MD DIRECTOR 1.00 0.00 X 0 0 0 RABBI DAVID ELIEZRIE DIRECTOR 1.00 0.00 X 0 0 0 ROGER FRIEDMAN DIRECTOR 1.00 0.00 X 0 0 0 MARC GARELICK DIRECTOR 1.00 0.00 X 0 0 0 GWEN GLUCKMAN DIRECTOR 1.00 0.00 X 0 0 0 ERIC KRAMER DIRECTOR 1.00 0.00 X 0 0 0 LORI REZNICK DIRECTOR 1.00 0.00 X 0 0 0 RABBI NICO SOCOLOVSKY DIRECTOR 1.00 0.00 X 0 0 0 LORI SCHWARTZ CHAIR OF THE BOARD 1.00 0.00 X X 0 0 0 HEATHER KLINE SECRETARY 1.00 0.00 X X 0 0 0 MICHAEL SHAPIRO TREASURER 1.00 0.00 X X 0 0 0 841974 0 90333 6 0 1 0 GROBSTEIN TEEPLE LLP 6300 CANOGA AVENUE SUITE 1500W WOODLAND HILLS CA 91367 PROFESSIONAL SERVICES 105073 1 114892 253062 5611462 5979416 CLIENT COUNSELING 624100 14270 14270 14270 113145 113145 25406 0 25406 25406 25406 365286 0 365286 365286 365286 116472 114892 497914 -381442 -381442 OTHER REVENUE 900099 23529 23529 23529 6139610 14270 0 145924 662695 662695 1295669 1295669 465683 360983 55422 49278 2150774 1667703 255771 227300 90489 70468 9283 10738 149423 113946 22954 12523 193365 146688 28563 18114 1483 1483 458424 458424 82937 28019 54918 118184 68117 18131 31936 81814 2250 79564 132817 132817 54179 15667 38512 36743 36743 97300 27363 69937 65439 21813 21813 21813 LICENSES & FEES 133102 34798 68366 29938 COMMUNITY DEVELOPMENT & 95499 85707 1910 7882 EDUCATION & PROFESSIONA 26086 11485 13826 775 EVENTS & SPEAKERS 24513 24513 0 0 5816 5816 6422434 4755034 1212775 454625 551400 593996 737072 742642 1427572 708390 98310 33094 2020931 2007500 116552 14107 2253113 652007 1728103 1601106 4755576 4717668 1873161 5086213 13308677 15504716 1360632 1557575 88621 37569 250000 0 2620931 2600000 4320184 4195144 X -268787 -872062 9257280 12181634 8988493 11309572 13308677 15504716 X -282824 2084919 518984 X 0 1 X 1 0 X 5489437 6554848 7695812 6144034 5979416 31863547 5489437 6554848 7695812 6144034 5979416 31863547 3344300 28519247 323314 141625 352160 225725 138551 1181375 168225 0 168225 2774 9365 52444 1389 23529 89501 33302648 627058 0.85640 0.72330 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1691513 342 523028 2214883 2124362 -98336 73296 261217 1691513 1987751 10226 254223 110450 17388 2124362 1530809 215000 322422 80500 1987731 1662277 293 -51351 80410 1530809 0.67760 0.32240 0.00000 1 0 749621 749621 819630 96830 722800 44250 19245 25005 639612 535932 103680 1601106 BENEFICIAL INTERESTS IN ASSETS AT JCF 5045089 CEMETERY PLOTS 15000 DONATED ASSETS 26124 5086213 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. 2019 SOL LATE NIGHT 119927 63629 56298 32374 35230 35258 133310 2019 WOMEN'S PHILANTHROPY VOICES 103655 48161 55494 34080 44547 25050 136634 2 7782 3102 4680 304 357 1950 18820 231364 114892 116472 66758 80134 62258 288764 497914 -381442 1 JEWISH FEDERATIONS OF NORTH AMERICA INC 25 BROADWAY SUITE 1700 NEW YORK NY 10004 131624240 501(C)(3) 207870 IMPACT, CORE, DOMESTIC DISASTER RELIEF (PITTSBURGH), NINBURG ISRAEL PASSPORT, AND PASS-THROUGH GRANTS PACIFIC SYMPHONY 17620 FITCH 100 IRVINE CA 92614 953635496 501(C)(3) 100000 WEISSMAN ARTS GRANT FOR HOLOCAUST MEMORIAL PROGRAM "DEFIANT REQUIEM" MERAGE JEWISH COMMUNITY CENTER OF ORANGE COUNTY 1 FEDERATION WAY SUITE 200 IRVINE CA 92603 330016661 501(C)(3) 54525 WEISSMAN ARTS GRANT FOR MACCABI ARTSFEST, CHASIN GENERAL SUPPORT GRANT, NINBURG ISRAEL IMPACT GRANTS FOR TEEN STUDY TRIPS IN ISRAEL AND CELEBRATE ISRAEL COMMUNITY EVENT, MEIZNER PASSPORT GRANT FOR STUDENTS WITH SPECIAL NEEDS, AND PASS-THROUGH GRANTS HILLEL FOUNDATION OF ORANGE COUNTY 1 FEDERATION WAY SUITE 205 IRVINE CA 92603 521844823 501(C)(3) 52000 IMPACT, CORE, AND NINBURG ISRAEL-CENTRIC PROGRAMMING GRANTS THE HEBREW ACADEMY 14401 WILLOW LANE HUNTINGTON BEACH CA 92647 330688036 501(C)(3) 50000 CORE AND NINBURG ISRAEL-CENTRIC PROGRAMMING GRANTS SHEVET TAPUZ THE ISRAELI SCOUTS OF ORANGE COUNTY 46 FOXHILL IRVINE CA 92604 271444394 501(C)(3) 36500 NINBURG ISRAEL IMPACT GRANTS; PASSPORT GRANT FOR YOUTH SCHOLARSHIPS; ROSE PROJECT GRANT ACT.IL TARBUT V'TORAH COMMUNITY DAY SCHOOL 5 FEDERATION WAY IRVINE CA 92603 953374189 501(C)(3) 36000 NINBURG ISRAEL IMPACT GRANT FOR 11TH GRADE POLAND-ISRAEL TRIP; PASS-THROUGH GRANTS ORANGE COUNTY JEWISH COMMUNITY SCHOLAR PROGRAM 5 KLAMATH IRVINE CA 92612 460478494 501(C)(3) 15000 NINBURG IMPACT GRANT: ONE MONTH SCHOLAR FROM ISRAEL ; PASS-THROUGH TEMPLE BETH TIKVAH 1600 N ACACIA AVENUE FULLERTON CA 92831 952367005 501(C)(3) 13500 PASSPORT GRANT: RELIGIOUS SCHOOL SCHOLARSHIPS; NINBURG ISRAEL AND ROSE PROJECT GRANTS FOR KROVIM PROGRAM WITH BEIT SAMUELI RAANANA IRVINE HEBREW DAY SCHOOL 1500 EAST 17TH STREET SANTA ANA CA 92706 465538235 501(C)(3) 13250 CORE AND NINBURG ISRAEL-CENTRIC PROGRAMMING GRANTS ORANGE COUNTY MUSIC AND DANCE INC 17620 FITCH AVE STE 160 IRVINE CA 92614 813275405 501(C)(3) 7500 ZECHTER SCHOLARSHIPS FOR JEWISH STUDENTS. CHABAD LUBAVITCH OF CYPRESS 12340 SEAL BEACH BLVD B219 SEAL BEACH CA 90740 201413896 501(C)(3) 6500 PASSPORT GRANT: HEBREW HIGH AND CTEEN SCHOLARSHIPS CHABAD OF IRVINE 5010 BARRANCA PKWY IRVINE CA 92604 330886313 501(C)(3) 6000 PASSPORT GRANT: RELIGIOUS SCHOOL SCHOLARSHIPS; NINBURG ISRAEL-CENTRIC PROGRAMMING GRANT CONGREGATION B'NAI ISRAEL 2111 BRYAN TUSTIN CA 92782 953680172 501(C)(3) 6000 PASSPORT GRANT: RELIGIOUS SCHOOL SCHOLARSHIPS; NINBURG ISRAEL-CENTRIC PROGRAMMING GRANT CONGREGATION SHIR HA-MA'ALOT 3652 MICHELSON DRIVE IRVINE CA 92612 952559118 501(C)(3) 6000 PASSPORT GRANT: RELIGIOUS SCHOOL SCHOLARSHIPS CHABAD JEWISH CENTER OF MISSION VIEJO 24041 MARGUERITE PARKWAY MISSION VIEJO CA 92692 330673282 501(C)(3) 5500 PASSPORT GRANT: RELIGIOUS SCHOOL AND CTEEN SCHOLARSHIPS 16 0 HOLOCAUST SURVIVORS: EMERGENCY NEEDS SUPPORTED BY A GRANT FROM THE EKSTROM FOUNDATION 23 22820 HOLOCAUST SURVIVORS: FOOD CARDS, SUPPORT FOR DENTAL WORK, MEDICAL EQUIPMENT, EMERGENCY ASSISTANCE, MEDICATION, AND HOMECARE SUPPORTED BY THE CLAIMS CONFERENCE 120 1020990 HOLOCAUST SURVIVORS: TRANSPORTATION AND OTHER ESSENTIAL SERVICES SUPPORTED BY THE CALIFORNIA DEPARTMENT OF SOCIAL SERVICES/JEWISH PUBLIC AFFAIRS COMMITTEE GRANT 145 241902 ROSE PROJECT ACT.IL STUDENT STIPENDS 17 8000 ROSE PROJECT AIPAC STUDENT SUBSIDIES 10 1957 PART I, LINE 2: 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. X X 1 1 X X X X 0 0 0 0 0 0 0 1 0 ARLENE MILLER PRESIDENT AND CEO 271228 0 28602 0 0 0 15087 0 16545 0 331462 0 0 0 PART I, LINE 7 BONUS PAYMENTS ARE MADE IN ACCORDANCE WITH THE EMPLOYEE'S CONTRACT WITH JFFS AND BASED ON THE BONUS CRITERIA REVIEWED AND APPROVED BY MEMBERS OF THE EXECUTIVE COMMITTEE. 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. EMPLOYEES REVIEW, COMPLETE AND SIGN THE CONFLICT OF INTEREST POLICY AT THE TIME OF HIRE. 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. FORM 990, PART VI, SECTION B, LINE 15B: ONEOC CONDUCTS SALARY SURVEYS ANNUALLY AND THESE ARE USED TO REVIEW OTHER STAFF POSITIONS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAIABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL INTEREST 523,028. BAD DEBT EXPENSE -4,044.