JEWISH FEDERATION OF ORANGE COUNTY: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- JEWISH FEDERATION OF ORANGE COUNTY (EIN 95-2407026)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-15
- IRS object ID
- 201923199349315962
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-15T17:27:05-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 951777440 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREEN HASSON & JANKS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10990 WILSHIRE BLVD 16TH FLOOR | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 900243929 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 952407026 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWISH FEDERATION AND FAMILY SERVICES | BusinessNameLine1Txt |
| Business Name Line2 | OF ORANGE COUNTY | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JEWI | BusinessNameControlTxt |
| Phone | 9494353484 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 FEDERATION WAY NO 210 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92603 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ARLENE MILLER | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 9494353484 | PhoneNum |
| Signature | 2019-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LIZBETH NEVAREZ | PreparerPersonNm |
| PTIN | P01399868 | PTIN |
| Phone | 3108731600 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.186.35.254 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-15 | IPDt |
| IP Tm | 15:13:47 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 1E5C2E37194314C3A47C760AEAFDC059525B6175 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ARLENE MILLER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 FEDERATION WAY STE 210 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92603 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $6,962,121 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.JEWISHORANGECOUNTY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1966 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | WE CARE FOR PEOPLE IN NEED AND STRENGTHEN JEWISH COMMUNITY IN OC, ISRAEL, AND AROUND THE WORLD | ActivityOrMissionDesc |
| Voting Members Governing Body | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 21 | VotingMembersIndependentCnt |
| Total Employee | 75 | TotalEmployeeCnt |
| Total Volunteers | 510 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $7,695,812 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,144,034 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $199,491 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $117,722 | CYProgramServiceRevenueAmt |
| PY Investment Income | $539,844 | PYInvestmentIncomeAmt |
| CY Investment Income | -$169,886 | CYInvestmentIncomeAmt |
| PY Other Revenue | $49,576 | PYOtherRevenueAmt |
| CY Other Revenue | $188,148 | CYOtherRevenueAmt |
| PY Total Revenue | $8,484,723 | PYTotalRevenueAmt |
| CY Total Revenue | $6,280,018 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,133,578 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,930,571 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,813,883 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,848,284 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $973,033 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,678,156 | PYOtherExpensesAmt |
| CY Other Expenses | $2,924,855 | CYOtherExpensesAmt |
| PY Total Expenses | $7,625,617 | PYTotalExpensesAmt |
| CY Total Expenses | $8,703,710 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $859,106 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,423,692 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $12,984,539 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,308,677 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,385,350 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,320,184 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $11,599,189 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $8,988,493 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | Yes (1) | SignificantChangeInd |
| Expense | $4,780,771 | ExpenseAmt |
| Grant | $802,111 | GrantAmt |
| Revenue | $117,722 | RevenueAmt |
| Desc | THROUGH ITS FAMILY SERVICES DIVISION, THE ORGANIZATION CARES FOR PEOPLE IN NEED THROUGH PROGRAMS, SERVICES, AND DIRECT FINANCIAL ASSISTANCE THAT BENEFITED OVER 3,250 INDIVIDUALS IN 2018. 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, OPENED IN 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 SOUTH COUNTY OUTREACH AND ENGAGEMENT FOCUSES ON SENIORS. JFFS SERVICES INCLUDE ENGAGEMENT PROGRAMMING AT LOW-INCOME HOUSING COMMUNITIES.JFFS SENIOR CARE SERVICES HELP SENIORS LIVE INDEPENDENTLY AT HOME. JFFS PROVIDES GERIATRIC CARE MANAGEMENT, COUNSELING, INFORMATION AND REFERRAL, BEREAVEMENT GROUPS, AND CAREGIVER SUPPORT GROUPS.JFFS SILVER STREAK TRANSPORTATION PROVIDES TRANSPORTATION TO SENIORS AND ADULTS WITH DISABILITIES IN ORANGE COUNTY. IN 2017, OVER 20,000 SILVER STREAK RIDES WERE PROVIDED.JFFS WELLNESS COMMUNITIES USE SENIOR HOUSING A PLATFORM FOR SERVICES INTENDED TO INCULCATE HEALTHY LIFESTYLE PRACTICES AND PREVENT, DELAY OR MANAGE CHRONIC HEALTH CONDITIONS.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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,858,242 | ExpenseAmt |
| Grant | $1,128,460 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | 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 CHASIN MICRO-ENTERPRISE INTEREST-FREE LOANS ASSIST QUALIFIES SMALL BUSINESS (STARTUPS OR ESTABLISHED BUSINESSES) OWNED BY ORANGE COUNTY RESIDENTS OF ALL FAITHS AND ETHNICITIES.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 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, AND ENGAGES 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. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $6,639,013 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 34 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 75 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 21 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARLENE MILLER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9494353484 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 FEDERATION WAY STE 210 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92603 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| LORI SCHWARTZ | ||||||||
| CHAIR OF THE BOARD | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DAN KOBLIN | ||||||||
| IMMEDIATE PAST CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| YAEL ARONOFF | ||||||||
| SECRETARY | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MICHAEL SHAPIRO | ||||||||
| TREASURER | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MARC GARELICK | ||||||||
| VICE CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| LORI REZNICK | ||||||||
| VICE CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| HEATHER KLINE | ||||||||
| VICE CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SUE PENN | ||||||||
| VICE CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| GWEN GLUCKMAN | ||||||||
| VICE CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| RABBI DAVID ELIEZRIE | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ROGER FRIEDMAN | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ERIC KRAMER | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| HOWARD MIROWITZ | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| RABBI GERSH ZYLBERMAN | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| FRANK ELLIS | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JONATHAN GERBER | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BERNIE LABOWITZ | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN LEVINSTEIN | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ADAM MILLER | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DEBORAH SIMINOU | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES M WEISS MD | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ARLENE MILLER | ||||||||
| PRESIDENT AND CEO | 40.00 | 0.00 | Yes (X) | $291,471 | $0 | $31,377 | ||
| LAUREN GAVSHON BRAND | ||||||||
| COO | 40.00 | 0.00 | Yes (X) | $156,597 | $0 | $31,337 | ||
| ANDREW BRESLOW | ||||||||
| CFO | 40.00 | 0.00 | Yes (X) | $113,059 | $0 | $20,591 | ||
| KATHLEEN MELLON | ||||||||
| SENIOR DIRECTOR | 40.00 | 0.00 | $112,637 | $0 | $20,719 | Yes (X) | ||
| DORIS JACOBSON | ||||||||
| DIRECTOR | 40.00 | 0.00 | $100,476 | $0 | $6,409 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $774,240 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $110,433 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $433,170 | GovernmentGrantsAmt |
| All Other Contributions | $5,710,864 | AllOtherContributionsAmt |
| Noncash Contributions | $27,340 | NoncashContributionsAmt |
| Total Contributions | $6,144,034 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLIENT COUNSELING | Desc |
| Business | 624100 | BusinessCd |
| Total Revenue Column | $117,722 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $117,722 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $117,722 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $207,191 | TotalRevenueColumnAmt |
| Exclusion | $207,191 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $18,534 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $18,534 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,534 | TotalRevenueColumnAmt |
| Exclusion | $18,534 | ExclusionAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $377,077 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$377,077 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$377,077 | TotalRevenueColumnAmt |
| Exclusion | -$377,077 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $473,251 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $305,026 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $168,225 | TotalRevenueColumnAmt |
| Exclusion | $168,225 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $1,389 | TotalRevenueColumnAmt |
| Exclusion | $1,389 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,389 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,280,018 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $117,722 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $18,262 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,126,855 | TotalAmt |
| Program Services | $1,126,855 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $803,716 | TotalAmt |
| Program Services | $803,716 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $644,432 | TotalAmt |
| Program Services | $470,685 | ProgramServicesAmt |
| Management And General | $67,646 | ManagementAndGeneralAmt |
| Fundraising | $106,101 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,734,860 | TotalAmt |
| Program Services | $1,998,441 | ProgramServicesAmt |
| Management And General | $289,376 | ManagementAndGeneralAmt |
| Fundraising | $447,043 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,311 | TotalAmt |
| Program Services | $65,026 | ProgramServicesAmt |
| Management And General | $8,870 | ManagementAndGeneralAmt |
| Fundraising | $15,415 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $148,632 | TotalAmt |
| Program Services | $108,217 | ProgramServicesAmt |
| Management And General | $14,762 | ManagementAndGeneralAmt |
| Fundraising | $25,653 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $231,049 | TotalAmt |
| Program Services | $168,224 | ProgramServicesAmt |
| Management And General | $22,947 | ManagementAndGeneralAmt |
| Fundraising | $39,878 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,078 | TotalAmt |
| Management And General | $14,078 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $167,186 | TotalAmt |
| Management And General | $167,186 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $356,162 | TotalAmt |
| Program Services | $177,472 | ProgramServicesAmt |
| Management And General | $113,390 | ManagementAndGeneralAmt |
| Fundraising | $65,300 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $167,215 | TotalAmt |
| Program Services | $81,670 | ProgramServicesAmt |
| Management And General | $43,145 | ManagementAndGeneralAmt |
| Fundraising | $42,400 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,653 | TotalAmt |
| Program Services | $29,384 | ProgramServicesAmt |
| Management And General | $30,375 | ManagementAndGeneralAmt |
| Fundraising | $894 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $187,321 | TotalAmt |
| Program Services | $92,187 | ProgramServicesAmt |
| Management And General | $93,821 | ManagementAndGeneralAmt |
| Fundraising | $1,313 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $587,003 | TotalAmt |
| Program Services | $504,061 | ProgramServicesAmt |
| Management And General | $15,057 | ManagementAndGeneralAmt |
| Fundraising | $67,885 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,140 | TotalAmt |
| Management And General | $33,140 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $113,759 | TotalAmt |
| Program Services | $32,033 | ProgramServicesAmt |
| Management And General | $65,765 | ManagementAndGeneralAmt |
| Fundraising | $15,961 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,779 | TotalAmt |
| Program Services | $52,722 | ProgramServicesAmt |
| Management And General | $5,565 | ManagementAndGeneralAmt |
| Fundraising | $5,492 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| LICENSES & FEES | $118,440 | $5,694 | $86,462 | $26,284 |
| COMMUNITY DEVELOPMENT & | $110,789 | $95,676 | $5,522 | $9,591 |
| EVENTS & SPEAKERS | $69,492 | $15,143 | $107 | $54,242 |
| EDUCATION & PROFESSIONA | $28,331 | $15,771 | $3,252 | $9,308 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $847,507 | TotalAmt |
| Program Services | $796,036 | ProgramServicesAmt |
| Management And General | $11,198 | ManagementAndGeneralAmt |
| Fundraising | $40,273 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,703,710 | TotalAmt |
| Program Services | $6,639,013 | ProgramServicesAmt |
| Management And General | $1,091,664 | ManagementAndGeneralAmt |
| Fundraising | $973,033 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $538,889 | BOYAmt |
| EOY | $551,400 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $737,072 | BOYAmt |
| EOY | $737,072 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,276,850 | BOYAmt |
| EOY | $1,427,572 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $498,100 | BOYAmt |
| EOY | $98,310 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $200,000 | BOYAmt |
| EOY | $2,020,931 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,787 | BOYAmt |
| EOY | $116,552 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,426,305 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $698,202 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,787,739 | BOYAmt |
| EOY | $1,728,103 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,936,508 | BOYAmt |
| EOY | $4,755,576 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,966,594 | BOYAmt |
| EOY | $1,873,161 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,984,539 | BOYAmt |
| EOY | $13,308,677 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $785,350 | BOYAmt |
| EOY | $1,360,632 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $88,621 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $600,000 | BOYAmt |
| EOY | $250,000 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $2,620,931 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,385,350 | BOYAmt |
| EOY | $4,320,184 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $444,582 | BOYAmt |
| EOY | -$268,787 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,274,864 | BOYAmt |
| EOY | $7,414,030 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,879,743 | BOYAmt |
| EOY | $1,843,250 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,599,189 | BOYAmt |
| EOY | $8,988,493 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,984,539 | BOYAmt |
| EOY | $13,308,677 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$2,423,692 | ReconcilationRevenueExpnssAmt |
| Prior Period Adjustments | -$159 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$186,845 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,988,209 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,489,437 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,554,848 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,695,812 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,144,034 | CurrentTaxYearAmt |
| Total | $38,872,340 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,988,209 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,489,437 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,554,848 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,695,812 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,144,034 | CurrentTaxYearAmt |
| Total | $38,872,340 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $9,736,282 | SubstantialContributorsTotAmt |
| Public Support Total170 | $29,136,058 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $94,783 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $323,314 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $141,625 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $352,160 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $225,725 | CurrentTaxYearAmt |
| Total | $1,137,607 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $168,225 | CurrentTaxYearAmt |
| Total | $168,225 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $39,020 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,774 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,365 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $52,444 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,389 | CurrentTaxYearAmt |
| Total | $104,992 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $40,283,164 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $726,914 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.72330 | PublicSupportCY170Pct |
| Public Support PY170 | 0.76040 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,124,362 | BeginningYearBalanceAmt |
| Contributions | $0 | ContributionsAmt |
| Investment Earnings Or Losses | -$98,336 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $73,296 | OtherExpendituresAmt |
| Administrative Expenses | $261,217 | AdministrativeExpensesAmt |
| End Year Balance | $1,691,513 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,987,751 | BeginningYearBalanceAmt |
| Contributions | $10,226 | ContributionsAmt |
| Investment Earnings Or Losses | $254,223 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $110,450 | OtherExpendituresAmt |
| Administrative Expenses | $17,388 | AdministrativeExpensesAmt |
| End Year Balance | $2,124,362 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,530,809 | BeginningYearBalanceAmt |
| Contributions | $215,000 | ContributionsAmt |
| Investment Earnings Or Losses | $322,422 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $80,500 | OtherExpendituresAmt |
| End Year Balance | $1,987,731 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,662,277 | BeginningYearBalanceAmt |
| Contributions | $293 | ContributionsAmt |
| Investment Earnings Or Losses | -$51,351 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $80,410 | OtherExpendituresAmt |
| End Year Balance | $1,530,809 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,679,153 | BeginningYearBalanceAmt |
| Contributions | $348 | ContributionsAmt |
| Investment Earnings Or Losses | $58,830 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $76,054 | OtherExpendituresAmt |
| End Year Balance | $1,662,277 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.67760 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.32240 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $749,621 | OtherCostOrOtherBasisAmt |
| Book Value | $749,621 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $812,090 | OtherCostOrOtherBasisAmt |
| Depreciation | $67,163 | DepreciationAmt |
| Book Value | $744,927 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $44,250 | OtherCostOrOtherBasisAmt |
| Depreciation | $614,990 | DepreciationAmt |
| Book Value | -$570,740 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $812,059 | OtherCostOrOtherBasisAmt |
| Depreciation | $16,049 | DepreciationAmt |
| Book Value | $796,010 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,285 | OtherCostOrOtherBasisAmt |
| Book Value | $8,285 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,728,103 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| BENEFICIAL INTERESTS IN ASSETS AT JCF | $1,843,661 |
| CEMETERY PLOTS | $15,000 |
| DONATED ASSETS | $14,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,873,161 | TotalBookValueOtherAssetsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART V, LINE 4: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | SOLOMON SOCIETY LATE NIGHT | Event1Nm |
| Gross Receipts Event1 | $182,806 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $0 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $182,806 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $38,369 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $35,206 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $55,000 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $15,999 | OtherDirectExpensesEvent1Amt |
| Event2 | WOMEN'S PHILANTHROPY VOICES | Event2Nm |
| Gross Receipts Event2 | $67,049 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $0 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $67,049 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $51,623 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $29,284 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $23,425 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $40,172 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $223,396 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $0 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $223,396 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $295 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $203 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $2,281 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $13,169 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $473,251 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $473,251 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $90,287 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $64,693 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $80,706 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $69,340 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $305,026 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $168,225 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (19 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| MERAGE JEWISH COMMUNITY CENTER OF ORANGE COUNTY | ||||||||
| 1 FEDERATION WAY SUITE 200 | IRVINE | CA | 92603 | 330016661 | 501(C)(3) | $358,000 | CORE, IMPACT & PASSPORT GRANTS: MACCABI, OPERATING, CENTER FOR JEWISH LIFE, GLOBAL TEENS | |
| BIRTHRIGHT ISRAEL FOUNDATION | ||||||||
| 33 EAST 33RD STREET 7TH FLOOR | NEW YORK | NY | 10016 | 134092050 | 501(C)(3) | $176,750 | BIRTHRIGHT ISRAEL GRANT | |
| HILLEL FOUNDATION OF ORANGE COUNTY | ||||||||
| 1 FEDERATION WAY SUITE 200 | IRVINE | CA | 92603 | 521844823 | 501(C)(3) | $162,750 | ROSE, NINBURG ISRAEL, IMPACT & CORE GRANTS: OPERATIONS & ISRAEL PROGRAMS | |
| SHEVET TAPUZ THE ISRAELI SCOUTS OF ORANGE COUNTY | ||||||||
| 46 FOXHILL | IRVINE | CA | 92603 | 271444394 | 501(C)(3) | $79,967 | IMPACT, PASSPORT ISRAEL, NINBURG ISRAEL AND ROSE - ACT.IL GRANTS | |
| HONEYMOON ISRAEL FOUNDATION | ||||||||
| 6070 WHITEGATE CROSSING | EAST AMHERST | NY | 14051 | 471291052 | 501(C)(3) | $70,000 | GRANT TO HONEYMOON ISRAEL TO TAKE 20 COUPLES ON A FREE TRIP TO ISRAEL. | |
| THE HEBREW ACADEMY | ||||||||
| 14401 WILLOW LANE | HUNTINGTON BEACH | CA | 92647 | 330688036 | 501(C)(3) | $50,000 | CORE GRANT: OPERATING SUPPORT | |
| UC REGENTS | ||||||||
| ACCOUNTING OFFICE BIOLOGICAL | IRVINE | CA | 92603 | 952226406 | 501(C)(3) | $48,037 | ROSE PROJECT COMMUNITY RELATIONS, UCI DANCE PROJECT ISRAEL | SCIENCES III SUITE 1400 |
| JEWISH FEDERATION OF GREATER LOS ANGELES | ||||||||
| 6505 WILSHIRE BLVD | LOS ANGELES | CA | 90048 | 951643388 | 501(C)(3) | $16,805 | DOMESTIC DISASTER RELIEF FUND | |
| EZRA CENTER | ||||||||
| 1770 WEST CERRITOS AVENUE | ANAHEIM | CA | 92804 | 202927498 | $15,000 | IMPACT GRANT: SUPPORT FOR PROGRAMS AND LUNCHES FOR SENIORS | ||
| ORANGE COUNTY MUSIC AND DANCE INC | ||||||||
| 17620 FITCH AVE | IRVINE | CA | 92614 | 813275405 | 501(C)(3) | $12,031 | GRANT TO SUPPORT THE BLAZE BERNSTEIN TEACHER ASSISTANCE PROGRAM IN PUBLIC SCHOOLS. | |
| CAF AMERICA | ||||||||
| 225 REINEKERS LN STE 375 | ALEXANDRIA | VA | 22314 | 431634280 | 501(C)(3) | $10,870 | GLOBAL JEWISH LIFELINE GRANT: LASTING MEMORY FOUNDATION POLAND | |
| CHABAD JEWISH CENTER OF MISSION VIEJO | ||||||||
| 24041 MARGUERITE PKWY | MISSION VIEJO | CA | 92692 | 330673282 | 501(C)(3) | $10,000 | PASSPORT GRANT SUPPORTING CTEEN AND RELIGIOUS SCHOOL | |
| CONGREGATION SHIR HA-MA'ALOT | ||||||||
| 3652 MICHELSON DRIVE | IRVINE | CA | 92603 | 952559118 | 501(C)(3) | $10,000 | PASSPORT GRANT: RELIGIOUS SCHOOL PARTICIPANT/S | |
| BETH JACOB CONGREGATION OF IRVINE | ||||||||
| 3900 MICHELSON DRIVE | IRVINE | CA | 92603 | 330262666 | 501(C)(3) | $7,500 | ISRAEL GRANT: JEWISH WOMEN'S RENAISSANCE PROJECT | |
| CHABAD LUBAVITCH OF LOS ALAMITOS AND CYPRESS | ||||||||
| 12340 SEAL BEACH BLVD STE B-219 | SEAL BEACH | CA | 90740 | 201413896 | 501(C)(3) | $7,500 | PASSPORT GRANT SUPPORTING HEBREW HIGH, CTEEN NY SHABBATON, AND/OR CHABAD SUMMER LEADERSHIP INSTITUTE. | |
| CONGREGATION B'NAI ISRAEL | ||||||||
| 2111 BRYAN | TUSTIN | CA | 92782 | 953680172 | 501(C)(3) | $7,500 | PASSPORT GRANT: RELIGIOUS SCHOOL PARTICIPANT/S | |
| TEMPLE BAT YAHM OF NEWPORT BEACH | ||||||||
| 1011 CAMELBACK | NEWPORT BEACH | CA | 92660 | 952875578 | 501(C)(3) | $6,500 | PASSPORT GRANT: RELIGIOUS SCHOOL PARTICIPANT/S | |
| HEBREW UNION COLLEGE-JEWISH INSTITUTE OF RELIGION (HUC-JIR) | ||||||||
| 3101 CLIFTON AVE | CINCINNATI | OH | 21216 | 310537067 | 501(C)(3) | $6,200 | POSIN COLLEGE GRANTS FOR CANTORIAL PROGRAM SCHOLARSHIPS | |
| CAMP SILVER GAN ISRAEL-HUNTINGTON BEACH | ||||||||
| 14401 WILLOW LANE | HUNTINGTON BEACH | CA | 92647 | 330688036 | $5,200 | PASSPORT GRANT: JEWISH SUMMER CAMP PARTICIPANT/S | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 19 | Total501c3OrgCnt |
| Total Other Org | 2 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (6 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| HOLOCAUST SURVIVORS: FOOD CARDS, DENTAL, EMERGENCY ASSISTANCE, MEDICAL EQUIPMENT, MEDICATION, & HOMECARE | 113 | $743,992 |
| HOLOCAUST SURVIVORS: EKSTROM EMERGENCY ASSISTANCE PROGRAM | 43 | $38,119 |
| TRANSPORTATION FOR HOLOCAUST SURVIVORS | 81 | $20,000 |
| ISRAEL PASSPORT GRANT: REIMBURSEMENT | 1 | $996 |
| ROSE PROJECT AIPAC STUDENTS SUBSIDIES | 1 | $399 |
| COHEN GRANT FOR JEWISH COLLEGE STUDENTS | 1 | $210 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | EACH GRANTEE IS REQUIRED TO SUBMIT FINANCIAL STATEMENTS TO THE ORGANIZATION'S PLANNING & FUNDING COUNSEL (PFC) ON AN ANNUAL BASIS. EACH PROGRAM REQUEST NEEDS TO HAVE A BUDGET SUBMITTED ALONG WITH THE PROPOSAL. GRANTEES WHOSE PROGRAMS ARE FUNDED BY THE ORGANIZATION SUBMIT MID-YEAR AND FINAL PROGRESS REPORTS OR AN ASSESSMENT OF THE PROGRAMS TO THE FEDERATIONS PFC. THE FINAL REPORT MUST INCLUDE A FINANCIAL COMPARISON OF PROPOSED VS. ACTUAL EXPENSES. ANY SUBSTANTIAL CHANGES IN THE PROPOSAL OF THE PROJECT MUST BE APPROVED BY THE GRANT COMMITTEE. IN ADDITION, MEMBERS OF PFC CONDUCT SITE VISITS TO THOSE PROGRAMS THAT HAVE RECEIVED A LARGE GRANT FROM THE ORGANIZATION IN ORDER TO ASSESS THE EFFECTIVENESS OF THE PROGRAM. RESULTS ARE REPORTED TO THE EXECUTIVE COMMITTEE OF THE BOARD BY THE PFC. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Discretionary Spending Acct | Yes (X) | DiscretionarySpendingAcctInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ARLENE MILLER | ||||||||||||||
| PRESIDENT AND CEO | $243,871 | $0 | $47,600 | $0 | $0 | $0 | $14,975 | $0 | $16,402 | $0 | $322,848 | $0 | $0 | $0 |
| LAUREN GAVSHON BRAND | ||||||||||||||
| COO | $143,302 | $0 | $13,295 | $0 | $0 | $0 | $8,665 | $0 | $22,672 | $0 | $187,934 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Cars And Other Vehicles CarsAndOtherVehiclesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $27,340 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION USES THE NUMBER OF CONTRIBUTIONS RECEIVED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 3 | IN 2018, THE ORGANIZATION UNDERTOOK A STRATEGIC REVIEW OF ALL PROGRAMS AND SERVICES. THE REVIEW WAS CONDUCTED BY THE BOARD'S STRATEGIC PLANNING COMMITTEE AND ENDORSED BY THE BOARD OF DIRECTORS. THE GOALS OF THIS REVIEW WERE (A) TO FOCUS RESOURCES IN AREAS WHERE THE ORGANIZATION PROVIDES UNIQUE VALUE TO THE COMMUNITY, AND (B) TO REDUCE DUPLICATION OF SERVICES BY CONNECTING CLIENTS WITH SERVICE PROVIDERS WITH GREATER EXPERTISE IN THESE AREAS IN THE WIDER COMMUNITY. AS A RESULT, THE ORGANIZATION BROUGHT TO A CLOSE THE FOLLOWING PROGRAMS: WOMEN FORWARD EMPLOYMENT COACHING, TIKKUN 4 TROOPS VOLUNTEER EVENT, SILVER STREAK TRANSPORTATION FOR SENIORS AND ADULTS WITH DISABILITIES, SENIOR WELLNESS COMMUNITIES, SENIOR OUTREACH & ENGAGEMENT, AND ADOPT A FAMILY HOLIDAY ASSISTANCE PROGRAM. |
| 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 OF DIRECTORS ESTABLISHES A COMPENSATION COMMITTEE ANNUALLY. THE COMPENSATION COMMITTEE EXAMINES A SALARY SURVEY CONDUCTED BY FEDERATION'S UMBRELLA ORGANIZAITON. JEWISH FEDERATIONS OF NORTH AMERICA, TO DETERMINE THE APPROPRIATE LEVEL OF COMPENSATION FOR THE FEDERATION'S KEY EMPLOYEES. THE COMPENSATION COMMITTEE ALSO REVIEWS EMPLOYEES PERFORMANCE EVALUATIONS, PREVIOUSLY CONDUCTED BY THE HUMAN RESOURCE COMMITTEE., AS WELL AS THE BUDGET FOR THE NEXT FISCAL YEAR. THE COMPENSATION COMMITTEE THEN MAKES RECOMMENDATIONS FOR ANY ADJUSTMENTS TO THE EXECUTIVE COMMITTEE OF THE BOARD WHICH APPROVES OR DENIES THE PROPOSED COMPENSATION. |
| 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 -24,106. BAD DEBT EXPENSE -162,739. |
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