2019-11-15T17:27:05-06:00 2018-12-31 951777440 GREEN HASSON & JANKS LLP 10990 WILSHIRE BLVD 16TH FLOOR LOS ANGELES CA 900243929 990 2018-01-01 952407026 JEWISH FEDERATION AND FAMILY SERVICES OF ORANGE COUNTY JEWI 9494353484 1 FEDERATION WAY NO 210 IRVINE CA 92603 ARLENE MILLER CEO 9494353484 2019-11-15 1 LIZBETH NEVAREZ P01399868 3108731600 38.186.35.254 2019-11-15 15:13:47 PS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 1E5C2E37194314C3A47C760AEAFDC059525B6175 2018 2020-03-31 21:24:44Z ARLENE MILLER 1 FEDERATION WAY STE 210 IRVINE CA 92603 6962121 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 21 21 75 510 0 0 7695812 6144034 199491 117722 539844 -169886 49576 188148 8484723 6280018 2133578 1930571 0 0 3813883 3848284 0 0 973033 1678156 2924855 7625617 8703710 859106 -2423692 12984539 13308677 1385350 4320184 11599189 8988493 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 1 4780771 802111 117722 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. 1858242 1128460 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 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. 6639013 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 1 0 0 0 0 0 0 0 0 1 34 0 1 75 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 21 21 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 LORI SCHWARTZ CHAIR OF THE BOARD 1.00 0.00 X X 0 0 0 DAN KOBLIN IMMEDIATE PAST CHAIR 1.00 0.00 X X 0 0 0 YAEL ARONOFF SECRETARY 1.00 0.00 X X 0 0 0 MICHAEL SHAPIRO TREASURER 1.00 0.00 X X 0 0 0 MARC GARELICK VICE CHAIR 1.00 0.00 X X 0 0 0 LORI REZNICK VICE CHAIR 1.00 0.00 X X 0 0 0 HEATHER KLINE VICE CHAIR 1.00 0.00 X X 0 0 0 SUE PENN VICE CHAIR 1.00 0.00 X X 0 0 0 GWEN GLUCKMAN VICE CHAIR 1.00 0.00 X 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 ERIC KRAMER DIRECTOR 1.00 0.00 X 0 0 0 HOWARD MIROWITZ DIRECTOR 1.00 0.00 X 0 0 0 RABBI GERSH ZYLBERMAN 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 ARLENE MILLER PRESIDENT AND CEO 40.00 0.00 X 291471 0 31377 LAUREN GAVSHON BRAND COO 40.00 0.00 X 156597 0 31337 ANDREW BRESLOW CFO 40.00 0.00 X 113059 0 20591 KATHLEEN MELLON SENIOR DIRECTOR 40.00 0.00 X 112637 0 20719 DORIS JACOBSON DIRECTOR 40.00 0.00 X 100476 0 6409 774240 0 110433 5 0 1 0 0 433170 5710864 27340 6144034 CLIENT COUNSELING 624100 117722 117722 117722 207191 207191 18534 0 18534 18534 18534 377077 -377077 -377077 -377077 473251 305026 168225 168225 OTHER REVENUE 900099 1389 1389 1389 6280018 117722 0 18262 1126855 1126855 803716 803716 644432 470685 67646 106101 2734860 1998441 289376 447043 89311 65026 8870 15415 148632 108217 14762 25653 231049 168224 22947 39878 14078 14078 167186 167186 356162 177472 113390 65300 167215 81670 43145 42400 60653 29384 30375 894 187321 92187 93821 1313 587003 504061 15057 67885 33140 33140 113759 32033 65765 15961 63779 52722 5565 5492 LICENSES & FEES 118440 5694 86462 26284 COMMUNITY DEVELOPMENT & 110789 95676 5522 9591 EVENTS & SPEAKERS 69492 15143 107 54242 EDUCATION & PROFESSIONA 28331 15771 3252 9308 847507 796036 11198 40273 8703710 6639013 1091664 973033 538889 551400 737072 737072 1276850 1427572 498100 98310 200000 2020931 42787 116552 2426305 698202 1787739 1728103 5936508 4755576 1966594 1873161 12984539 13308677 785350 1360632 0 88621 600000 250000 2620931 1385350 4320184 X 444582 -268787 9274864 7414030 1879743 1843250 11599189 8988493 12984539 13308677 X -2423692 -159 -186845 X 0 1 X 1 0 X 12988209 5489437 6554848 7695812 6144034 38872340 12988209 5489437 6554848 7695812 6144034 38872340 9736282 29136058 94783 323314 141625 352160 225725 1137607 168225 168225 39020 2774 9365 52444 1389 104992 40283164 726914 0.72330 0.76040 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2124362 0 -98336 73296 261217 1691513 1987751 10226 254223 110450 17388 2124362 1530809 215000 322422 80500 1987731 1662277 293 -51351 80410 1530809 1679153 348 58830 76054 1662277 0.67760 0.32240 1 0 749621 749621 812090 67163 744927 44250 614990 -570740 812059 16049 796010 8285 8285 1728103 BENEFICIAL INTERESTS IN ASSETS AT JCF 1843661 CEMETERY PLOTS 15000 DONATED ASSETS 14500 1873161 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. SOLOMON SOCIETY LATE NIGHT 182806 0 182806 38369 35206 55000 15999 WOMEN'S PHILANTHROPY VOICES 67049 0 67049 51623 29284 23425 40172 2 223396 0 223396 295 203 2281 13169 473251 473251 90287 64693 80706 69340 305026 168225 1 MERAGE JEWISH COMMUNITY CENTER OF ORANGE COUNTY 1 FEDERATION WAY SUITE 200 IRVINE CA 92603 330016661 501(C)(3) 358000 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) 176750 BIRTHRIGHT ISRAEL GRANT HILLEL FOUNDATION OF ORANGE COUNTY 1 FEDERATION WAY SUITE 200 IRVINE CA 92603 521844823 501(C)(3) 162750 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) 79967 IMPACT, PASSPORT ISRAEL, NINBURG ISRAEL AND ROSE - ACT.IL GRANTS HONEYMOON ISRAEL FOUNDATION 6070 WHITEGATE CROSSING EAST AMHERST NY 14051 471291052 501(C)(3) 70000 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) 50000 CORE GRANT: OPERATING SUPPORT UC REGENTS ACCOUNTING OFFICE BIOLOGICAL SCIENCES III SUITE 1400 IRVINE CA 92603 952226406 501(C)(3) 48037 ROSE PROJECT COMMUNITY RELATIONS, UCI DANCE PROJECT ISRAEL JEWISH FEDERATION OF GREATER LOS ANGELES 6505 WILSHIRE BLVD LOS ANGELES CA 90048 951643388 501(C)(3) 16805 DOMESTIC DISASTER RELIEF FUND EZRA CENTER 1770 WEST CERRITOS AVENUE ANAHEIM CA 92804 202927498 15000 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) 12031 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) 10870 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) 10000 PASSPORT GRANT SUPPORTING CTEEN AND RELIGIOUS SCHOOL CONGREGATION SHIR HA-MA'ALOT 3652 MICHELSON DRIVE IRVINE CA 92603 952559118 501(C)(3) 10000 PASSPORT GRANT: RELIGIOUS SCHOOL PARTICIPANT/S BETH JACOB CONGREGATION OF IRVINE 3900 MICHELSON DRIVE IRVINE CA 92603 330262666 501(C)(3) 7500 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) 7500 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) 7500 PASSPORT GRANT: RELIGIOUS SCHOOL PARTICIPANT/S TEMPLE BAT YAHM OF NEWPORT BEACH 1011 CAMELBACK NEWPORT BEACH CA 92660 952875578 501(C)(3) 6500 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) 6200 POSIN COLLEGE GRANTS FOR CANTORIAL PROGRAM SCHOLARSHIPS CAMP SILVER GAN ISRAEL-HUNTINGTON BEACH 14401 WILLOW LANE HUNTINGTON BEACH CA 92647 330688036 5200 PASSPORT GRANT: JEWISH SUMMER CAMP PARTICIPANT/S 19 2 HOLOCAUST SURVIVORS: FOOD CARDS, DENTAL, EMERGENCY ASSISTANCE, MEDICAL EQUIPMENT, MEDICATION, & HOMECARE 113 743992 HOLOCAUST SURVIVORS: EKSTROM EMERGENCY ASSISTANCE PROGRAM 43 38119 TRANSPORTATION FOR HOLOCAUST SURVIVORS 81 20000 ISRAEL PASSPORT GRANT: REIMBURSEMENT 1 996 ROSE PROJECT AIPAC STUDENTS SUBSIDIES 1 399 COHEN GRANT FOR JEWISH COLLEGE STUDENTS 1 210 PART I, LINE 2: 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. X X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 ARLENE MILLER PRESIDENT AND CEO 243871 0 47600 0 0 0 14975 0 16402 0 322848 0 0 0 LAUREN GAVSHON BRAND COO 143302 0 13295 0 0 0 8665 0 22672 0 187934 0 0 0 X 1 27340 FMV 0 0 0 PART I, COLUMN (B): THE ORGANIZATION USES THE NUMBER OF CONTRIBUTIONS RECEIVED. 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.