2020-07-06T08:39:35-05:00 2019-06-30 941254756 HOOD & STRONG LLP 275 BATTERY ST STE 900 SAN FRANCISCO CA 94111 990 2018-07-01 770185734 OSHMAN FAMILY JEWISH COMMUNITY CENTER OSHM 6502238600 3921 FABIAN WAY PALO ALTO CA 94303 MARK HOLTZMAN CFO 6502238600 2020-06-02 1 MAGA E KISRIEV P01008919 4157810793 73.202.45.94 2020-06-02 14:19:32 PD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 C025656BECDDFD3887BB8F0FBE1CE97228DB785C 2018 2021-01-29 14:40:06Z ZACHARY BODNER 3921 FABIAN WAY PALO ALTO CA 94303 30717004 0 X WWW.PALOALTOJCC.ORG X 1960 CA THE OSHMAN FAMILY JCC UNITES JEWISH INSTITUTIONS AND WORKS FOR THE BETTERMENT OF THE COMMUNITY. 26 26 374 170 0 0 8387998 7695438 20770111 21645542 120201 134634 20522 -30763 29298832 29444851 525070 848300 0 0 12787597 12871460 0 0 1542217 16774434 18048403 30087101 31768163 -788269 -2323312 128945419 122704684 46192626 42270880 82752793 80433804 X THE OSHMAN FAMILY JCC IS A 21ST-CENTURY JEWISH NEIGHBORHOOD THAT STRENGTHENS AND INTEGRATES OUR JEWISH COMMUNITY AS WE EMBODY AN INCLUSIVE, CARING ENVIRONMENT THAT CELEBRATES THE DIVERSITY AND INNOVATIVE SPIRIT OF OUR REGION. OFFER OUTSTANDING CIVIC, EDUCATIONAL, RECREATIONAL, WELLNESS AND CULTURAL PROGRAMMING THAT SPEAKS TO OUR CORE VALUES AND COMMON CONCERNS AS MODERN JEWS. PARTNER WITH ESTABLISHED AND EMERGING JEWISH INSTITUTIONS AND COMMUNITIES TO MAKE OUR RESOURCES THE SHARED HUB OF THE BROADER COMMUNITY. FACILITATE CONNECTIONS WITH ISRAEL AND JEWS WORLDWIDE. 0 0 8480554 0 11022392 FITNESS AND SPORTS PROGRAMS:THE OFJCC STRIVES TO ENHANCE FITNESS AND HEALTH FOR ALL BACKGROUNDS AND LEVELS IN OUR STATE OF THE ART FACILITIES. THE FITNESS AND SPORTS PROGRAMS PROMOTE ACTIVE AND HEALTHY LIFESTYLES BY ENCOURAGING PHYSICAL ACTIVITY AND FOSTERING RELATIONSHIPS THROUGH SPORTS LEAGUES, SWIMMING PROGRAMS AND EXERCISE CLASSES FOR ALL AGES. CENTER MEMBERS MAY CHOOSE TO PARTICIPATE IN A PILATES CLASS, BRUSH UP ON THEIR STROKE WITH AN AQUATICS EXPERT OR DE-STRESS WITH MEDITATION, YOGA OR MASSAGE. THE ON-SITE NUTRITIONIST, PHYSICAL THERAPIST AND PERSONAL TRAINERS PROVIDE LONG-TERM TOOLS THAT ALLOW INDIVIDUALS TO IMPROVE THEIR QUALITY OF LIFE. OVER 4,000 FAMILIES BELONG TO THE SPORTS AND WELLNESS CENTER. 5153088 672879 5243875 EARLY CHILDHOOD EDUCATION PROGRAMS:THE EARLY CHILDHOOD DEPARTMENT AND PROGRAMS SERVES APPROXIMATELY 275 CHILDREN FROM THE AGES OF TWO YEARS TO FIVE YEARS. CLASSES ARE LED BY EARLY CHILDHOOD PROFESSIONALS WHO HELP PROVIDE OPPORTUNITIES FOR EACH CHILD TO WORK ON MASTERY OF THE PHYSICAL, INTELLECTUAL, SOCIAL AND EMOTIONAL TASKS THAT ARE APPROPRIATE TO HIS OR HER INDIVIDUAL LEVEL OF DEVELOPMENT. TOTS PROGRAMS ARE AVAILABLE FOR TODDLERS. PROGRAMS ALSO INCLUDE PARENT EDUCATION, AFTER SCHOOL ENRICHMENT PROGRAMS, EXTENDED DAY PROGRAMS FOR CHILDREN OF WORKING PARENTS AND FAMILY PROGRAMMING AT HOLIDAY TIMES. 12037823 175421 5379275 OTHER PROGRAMMING:THE OSHMAN FAMILY JCC CONDUCTS SEVERAL OTHER TYPES OF PROGRAMS AND EVENTS, INCLUDING ISRAELI FOCUSED PROGRAMS, ARTS AND CULTURE EVENTS AND CONCERTS, HEBREW SCHOOL, SCHOOL FOR PERFORMING ARTS, AND A VARIETY OF COMMUNITY PROJECTS TO ENGAGE AND SUPPORT THE LOCAL JEWISH COMMUNITY. 12037823 175421 5379275 25671465 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 115 0 1 374 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 26 26 0 0 1 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 CA X MARK HOLTZMAN 6502238600 3921 FABIAN WAY PALO ALTO CA 94303 RIC RUDMAN PRESIDENT 1.00 X X 0 0 0 ANNE RUBIN SECRETARY 1.00 X X 0 0 0 RAYMOND STERN TREASURER 1.00 X X 0 0 0 CRAIG SEIDEL VICE PRESIDENT 1.00 X X 0 0 0 ORLI RINAT VICE PRESIDENT 1.00 X X 0 0 0 NICOLE RUBIN IMMEDIATE PAST PRESIDENT 1.00 X 0 0 0 CAROL SAAL LIFETIME HONORARY MEMBER 1.00 X 0 0 0 MADDY CHALEFF BOARD MEMBER 1.00 X 0 0 0 AMIR FAINTUCH BOARD MEMBER 1.00 X 0 0 0 GEORGE FARBER BOARD MEMBER 1.00 X 0 0 0 BEN GOLUB BOARD MEMBER 1.00 X 0 0 0 LEV MASS BOARD MEMBER 1.00 X 0 0 0 LINDA KURZ BOARD MEMBER 1.00 X 0 0 0 REINA RAMPELL BOARD MEMBER 1.00 X 0 0 0 TALI RONEN BOARD MEMBER 1.00 X 0 0 0 LAWRENCE SEEF BOARD MEMBER 1.00 X 0 0 0 REBECCA SHOMAIR BOARD MEMBER 1.00 X 0 0 0 ADAM TACHNER BOARD MEMBER 1.00 X 0 0 0 GREG WALDORF BOARD MEMBER 1.00 X 0 0 0 TED ZAGAT BOARD MEMBER 1.00 X 0 0 0 BARBARA OSHMAN BOARD MEMBER 1.00 X 0 0 0 LAUREN BERMAN BOARD MEMBER 1.00 X 0 0 0 SARA SMIRIN BOARD MEMBER 1.00 X 0 0 0 SHARON ASHKENAZI BOARD MEMBER 1.00 X 0 0 0 SUSAN STEINER SAAL BOARD MEMBER 1.00 X 0 0 0 VANESSA HOOD BOARD MEMBER 1.00 X 0 0 0 ZACHARY BODNER CHIEF EXECUTIVE OFFICER 40.00 X 398996 0 49501 SALLY FLINCHBAUGH CHIEF OPERATING OFFICER 40.00 X 229291 0 16455 MARK HOLTZMAN CHIEF FINANCIAL OFFICER 40.00 X 219790 0 7234 SALLY PORUSH CHIEF PEOPLE OFFICER 40.00 X 197239 0 7109 SETH LESLIE CHIEF DEVELOPMENT OFFICER 40.00 X 183249 0 12352 NATHANIEL BERGSON-MICHELSON CHIEF MARKETING OFFICER 40.00 X 169335 0 11860 YEVGENY VINOKUR IT DIRECTOR 40.00 X 133235 0 12383 RONIT JACOBS DIRECTOR OF ISRAELI CULTURAL CENTER 40.00 X 110680 0 16201 RONIT WIDMANN LEVY DIRECTOR OF ARTS AND CULTURE 40.00 X 120111 0 5716 EDWARD BANCROFT JR DIRECTOR OF SALES 40.00 X 114046 0 9176 RAJPREET BADYAL CONTROLLER 40.00 X 114990 0 5624 1990962 0 153611 15 0 1 0 EXOS COMMUNITY SERVICES LLC 25 HANOVER ROAD FLORHAM PARK NJ 07932 SPORTS AND WELLNESS 4918130 VANCE BROWN INC 3197 PARK BLVD PALO ALTO CA 94306 CONSTRUCTION 1489244 HIGHCOM SECURITY 1900 WEBSTER STREET B OAKLAND CA 94612 SECURITY SERVICES 689842 DOUGLAS PARKING LLC 1330 BROADWAY OAKLAND CA 94612 VALET PARKING 223627 HENSLEY EVENT RESOURCES 180 WEST HILL PLACE BRISBANE CA 94005 EVENT RENTALS 194413 7 698800 28996 6967642 312989 7695438 MEMBERSHIP DUES (FITNESS) 624110 7944487 7944487 EARLY CHILDHOOD EDUCATION 624110 5516643 5516643 SPORTS & WELLNESS 624110 3077905 3077905 CLUB J AFTER SCHOOL 624110 1943112 1943112 SUMMER CAMP 624110 984085 984085 2179310 2179310 21645542 134634 134634 1194645 981133 213512 213512 213512 46745 698800 291020 -244275 -244275 29444851 21645542 0 103871 X 848300 848300 1502412 823503 495149 183760 9316661 7223570 1556313 536778 139615 117088 16037 6490 1017585 822076 164402 31107 895187 699736 145678 49773 73722 6928 66794 71699 71699 7082660 6695976 302772 83912 354969 305276 43153 6540 798569 604209 166355 28005 190170 134208 40246 15716 1801661 1387588 321773 92300 260773 220577 32030 8166 12655 10875 1244 536 1489208 1052970 312733 123505 3558444 2516057 747273 295114 164109 116036 34463 13610 PROGRAM FOOD EXPENSE 842733 797861 44872 PROGRAM SUPPLIES 574110 562745 11365 PROGRAM ACTIVITIES 395244 394956 288 PROGRAM EVENT RENTAL 228302 227573 729 149375 103357 36367 9651 31768163 25671465 4554481 1542217 532139 620769 4583126 2273288 3614664 3094747 170186 280488 750261 1073245 144963108 33872221 114174252 111090887 5074598 4224425 46193 46835 128945419 122704684 5397360 2744391 1900036 1753827 38895230 37772662 46192626 42270880 X 57651213 69555305 24486430 10878499 615150 0 82752793 80433804 128945419 122704684 -2323312 4323 0 X 0 1 X 1 0 X 7930371 12984374 6448044 8387998 7695438 43446225 17182504 19100922 20087346 20770111 21645542 98786425 25112875 32085296 26535390 29158109 29340980 142232650 1156943 1023220 729406 1183750 1099433 5192752 0 1156943 1023220 729406 1183750 1099433 5192752 137039898 1159227 1145935 1071261 1117713 1329279 5823415 1159227 1145935 1071261 1117713 1329279 5823415 122102 158031 115359 52922 46745 495159 26394204 33389262 27722010 30328744 30717004 148551224 0.92250 0.92490 0.03920 0.03850 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: FUNDRAISING EVENTS - 2014 AMOUNT: $ 122,102. 2015 AMOUNT: $ 158,031. 2016 AMOUNT: $ 115,359. 2017 AMOUNT: $ 52,922. 2018 AMOUNT: $ 46,745. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 615150 615150 615150 615150 615150 615150 615150 615150 615150 615150 0.00000 0.00000 1.00000 0 0 23113785 23113785 116691379 29725115 86966264 71445 50156 21289 1666394 1340204 326190 3420105 2756746 663359 111090887 X 29873027 4323 -848300 -843977 30717004 -1272153 -1272153 29444851 32192016 1272153 1272153 30919863 848300 848300 31768163 PART V, LINE 4: THE JCC HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT WILL ULTIMATELY PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS. PART X, LINE 2: THE OFJCC HAS BEEN GRANTED TAX-EXEMPT STATUS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701D OF THE CALIFORNIA REVENUE AND TAXATION CODE. IN ADDITION, THE OFJCC HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE INTERNAL REVENUE CODE. IN ADDITION, THE OFJCC COULD BE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME, IF ANY, GENERATED BY ITS BUSINESS OPERATIONS NOT RELATED TO ITS EXEMPT STATUS. MANAGEMENT EVALUATED THE OFJCC'S TAX POSITIONS AND CONCLUDED THAT THE OFJCC HAD MAINTAINED ITS TAX EXEMPT STATUS AND HAD NOT TAKEN UNCERTAIN TAX PROVISIONS THAT REQUIRED ADJUSTMENT TO THE FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: SCHOLARSHIP EXPENSES RECLASSIFIED TO EXPENSES -848,300. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES RECLASSIFIED TO REVENUE -981,133. FUNDRAISING EXPENSES RECLASSIFIED TO REVENUE -291,020. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES RECLASSIFIED TO REVENUE 981,133. FUNDRAISING EXPENSES RECLASSIFIED TO REVENUE 291,020. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIP EXPENSES RECLASSIFIED TO EXPENSES 848,300. EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM EXPENSES 13490 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM EXPENSES 18370 0 0 0 0 0 0 31860 0 31860 1 0 0 0 0 0 ANNUAL GALA 745545 698800 46745 72917 168762 39050 10291 745545 698800 46745 72917 168762 39050 10291 291020 -244275 1 SUMMER CAMP SCHOLARSHIPS 18 40421 CLUB J AND OTHER SCHOLARSHIPS 18 74500 PRESCHOOL SCHOLARSHIPS 72 672879 SCHOOL FOR PERFORMING ARTS SCHOLARSHIPS 9 18000 BEGET KEFET SCHOLARSHIPS 15 28000 YOUTH & TEEN PROGRAM SCHOLARSHIPS 7 14500 PART I, LINE 2: THROUGH THE DONATIONS OF SOME OF OUR GENEROUS SUPPORTERS, OFJCC HAS BEEN ABLE TO ESTABLISH A FUND-A-NEED PROGRAM. SCHOLARSHIPS ARE AWARDED FOR OUR AWARD WINNING PRESCHOOL AND OUR SUMMER DAY CAMP. SCHOLARSHIPS ARE BASED ON NEED ONLY AND ARE AWARDED BY OUR FINANCIAL AID COMMITTEE UPON REVIEW OF MATERIALS SUBMITTED, I.E. APPLICATIONS, TAX RETURNS, W-2S, ETC. FOR SINGLE PARENT HOUSEHOLDS OR IN CASES WHERE BOTH PARENTS ARE EMPLOYED, BUT THE FAMILY STILL QUALIFIES FOR FINANCIAL AID, SCHOLARSHIPS ARE ALSO AWARDED FOR OUR AFTER-CARE PROGRAMS. X X X 0 0 0 0 0 0 0 1 0 ZACHARY BODNER CHIEF EXECUTIVE OFFICER 398996 0 0 0 0 0 38376 0 11125 0 448497 0 0 0 SALLY FLINCHBAUGH CHIEF OPERATING OFFICER 222291 0 7000 0 0 0 6879 0 9576 0 245746 0 0 0 MARK HOLTZMAN CHIEF FINANCIAL OFFICER 214790 0 5000 0 0 0 6594 0 640 0 227024 0 0 0 SALLY PORUSH CHIEF PEOPLE OFFICER 192239 0 5000 0 0 0 5917 0 1192 0 204348 0 0 0 SETH LESLIE CHIEF DEVELOPMENT OFFICER 183249 0 0 0 0 0 5497 0 6855 0 195601 0 0 0 NATHANIEL BERGSON-MICHELSON CHIEF MARKETING OFFICER 169335 0 0 0 0 0 5080 0 6780 0 181195 0 0 0 PART I, LINE 7 SMALL BONUSES PAID TO CERTAIN STAFF WERE BASED ON PAST ACHIEVEMENT. THE AMOUNTS WERE DETERMINED BY THE CEO. SENIOR MANAGEMENT BONUSES WERE APPROVED BY THE EXECUTIVE COMMITTEE. A CALIFORNIA ENTERPRISE DEVELOPMENT AUTHORITY 352273601 2013-03-13 45655000 REFINANCE 2007 BONDS 0 0 0 A 45655000 30231 45624769 2013 1 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 0 0 0 0 0 0 1 A 1 X 4 312989 FAIR MARKET VALUE 0 0 1 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS REPRESENT THE NUMBER OF CONTRIBUTORS, NOT THE NUMBER OF ITEMS CONTRIBUTED. FORM 990, PART VI, SECTION A, LINE 4 THE BYLAWS WERE AMENDED TO REFLECT THE CHANGES OF QUALIFICATIONS OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 8B CERTAIN COMMITTEES TOOK MINUTES AND DOCUMENTED ACTIONS. FORM 990, PART VI, SECTION B, LINE 11B THE OFJCC ACCOUNTING FIRM FORWARDED THE FORM 990 TO THE CFO PRIOR TO FILING. THE CFO IN TURN POSTED THE DOCUMENT TO THE BOARD'S SECURE WEB PORTAL FOR BOARD MEMBERS. BOARD MEMBERS WERE ENCOURAGED TO REVIEW THE FORM 990 PRIOR TO ITS FILING, AND FORWARD ANY QUESTIONS THEY MAY HAVE TO THE CFO. THE CFO REFERRED THE QUESTIONS BACK TO THE ACCOUNTING FIRM WHEN NEEDED. FORM 990, PART VI, SECTION B, LINE 12C ANY DIRECTOR, PRINCIPAL OFFICER, OR MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS, WHO HAS A DIRECT OR INDIRECT FINANCIAL INTEREST, ARE COVERED UNDER THE CONFLICT OF INTEREST (COI) POLICY. CONFLICT OF INTEREST IS MONITORED AND REVIEWED REGULARLY AT THE BOARD LEVEL. THE SENIOR MANAGEMENT TEAM CONSTANTLY LOOKS FOR CONFLICTS AND RAISES TO THE BOARD. IN CASE OF ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST OCCURS, THE INTERESTED PERSON SHALL LEAVE THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS AND THE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION SHALL BE TAKEN. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF CEO IS DETERMINED USING COMPARABILITY DATA AND BOARD MEMBERS VOTE ON THE COMPENSATION PACKAGE. CEO AND CFO COMPENSATION MUST BE APPROVED BY THE EXECUTIVE COMMITTEE ANNUALLY. COMPARABILITY DATA ARE ALSO UTILIZED TO DETERMINE THE COMPENSATION OF OTHER KEY ROLES. 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 FOR THE SAME PERIOD OF TIME SET FORTH IN SEC. 6104(D). FORM 990, PART IX, LINE 11G OUTSIDE LABOR: PROGRAM SERVICE EXPENSES 4,699,206. MANAGEMENT AND GENERAL EXPENSES 78,092. FUNDRAISING EXPENSES 19,129. TOTAL EXPENSES 4,796,427. PROGRAM PERFORMERS & INSTRUCTORS: PROGRAM SERVICE EXPENSES 843,101. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 2,967. TOTAL EXPENSES 846,068. JEWISH PROGRAMMING: PROGRAM SERVICE EXPENSES 80,118. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 1,281. TOTAL EXPENSES 81,399. PARKING SERVICES: PROGRAM SERVICE EXPENSES 138,993. MANAGEMENT AND GENERAL EXPENSES 65,100. FUNDRAISING EXPENSES 15,946. TOTAL EXPENSES 220,039. SECURITY SERVICES: PROGRAM SERVICE EXPENSES 277,403. MANAGEMENT AND GENERAL EXPENSES 99,499. FUNDRAISING EXPENSES 24,372. TOTAL EXPENSES 401,274. CONSULTING FEES: PROGRAM SERVICE EXPENSES 657,155. MANAGEMENT AND GENERAL EXPENSES 60,081. FUNDRAISING EXPENSES 20,217. TOTAL EXPENSES 737,453. ICON-ISRAEL COLLABORATION NETWORK LLC 3921 FABIAN WAY PALO ALTO CA 94303 475623076 TECHNOLOGY & INNOVATION CA 623278 330924 OSHMAN FAMILY JEWISH COMMUNITY CENTER