2019-05-15T12:51:27-05:00 2018-06-30 941254756 HOOD & STRONG LLP 275 BATTERY ST STE 900 SAN FRANCISCO CA 94111 990 2017-07-01 770185734 OSHMAN FAMILY JEWISH COMMUNITY CENTER OSHM 6502238600 3921 FABIAN WAY PALO ALTO CA 94303 MARK HOLTZMAN CFO 6502238600 2019-05-14 1 MAGA E KISRIEV P01008919 4157810793 12.201.129.210 2019-05-14 15:36:28 PD P C64610ABE23AD5845076C6771D0CCBF5592AB213 C6DE77DF7EAFCE64E84CE20962AB172FB6FF0A8D 2017 2020-01-14 16:20:31Z ZACHARY BODNER 3921 FABIAN WAY PALO ALTO CA 94303 30493346 0 X WWW.PALOALTOJCC.ORG X 1960 CA THE OSHMAN FAMILY JCC UNITES JEWISH INSTITUTIONS AND WORKS FOR THE BETTERMENT OF THE COMMUNITY. 23 23 360 170 0 0 6448044 8387998 20087346 20770111 41521 120201 219000 20522 26795911 29298832 313631 525070 0 0 11956938 12787597 0 0 1561636 16367479 16774434 28638048 30087101 -1842137 -788269 127904307 128945419 44379385 46192626 83524922 82752793 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 9349545 0 10477554 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. 5815305 406684 5132756 EARLY CHILDHOOD EDUCATION PROGRAMS:THE EARLY CHILDHOOD DEPARTMENT AND PROGRAMS SERVES APPROXIMATELY 225 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. 2802439 0 634817 ISRAELI CULTURAL CONNECTIONS:THE ISRAELI CULTURAL CONNECTIONS SERVES HEBREW LANGUAGE AFTERSCHOOL PROGRAM FOR STUDENTS IN KINDERGARTEN THROUGH HIGH SCHOOL AND ALSO THROUGH ISRAELI ARTS, MUSIC AND CULTURAL EVENTS, THE ICC OFFERS THE LOCAL ISRAELI AND AMERICAN JEWISH COMMUNITIES THE OPPORTUNITY TO DEEPEN THEIR TIES TO ISRAEL. 5091859 118386 4524984 OTHER PROGRAMS INCLUDE CLUB J (AFTER SCHOOL PROGRAM), CULTURAL ARTS EVENTS, SUMMER CAMP, RENTAL REVENUES, AND CAFE SALES. WE SPONSOR OVER 30 VARIOUS PROGRAMS EACH WEEK. 5091859 118386 4524984 23059148 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 1 118 0 1 360 1 0 0 0 0 0 1 1 0 0 0 0 X 23 23 0 0 0 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 NICOLE RUBIN PRESIDENT 1.00 X X 0 0 0 LAUREN BERMAN FIRST VP/SECRETARY 1.00 X X 0 0 0 ORLI RINAT VICE PRESIDENT 1.00 X X 0 0 0 CRAIG SEIDEL VICE PRESIDENT 1.00 X X 0 0 0 RIC RUDMAN TREASURER 1.00 X X 0 0 0 SUSAN STEINER SAAL IMMEDIATE PAST PRESIDENT 1.00 X 0 0 0 TED ZAGAT MEMBER-AT-LARGE 1.00 X 0 0 0 CAROL SAAL HONORARY LIFETIME MEMBER 1.00 X 0 0 0 SHARON ASHKENAZI BOARD MEMBER 1.00 X 0 0 0 MICHELE BOAL BOARD 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 VANESSA HOOD BOARD MEMBER 1.00 X 0 0 0 LEV MASS BOARD MEMBER 1.00 X 0 0 0 BARBARA OSHMAN BOARD MEMBER 1.00 X 0 0 0 REINA RAMPELL BOARD MEMBER 1.00 X 0 0 0 ANNE RUBIN BOARD MEMBER 1.00 X 0 0 0 SARA SMIRIN BOARD MEMBER 1.00 X 0 0 0 RAYMOND STERN 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 HILARY WEISFELD BOARD MEMBER 1.00 X 0 0 0 ZACHARY BODNER CHIEF EXECUTIVE OFFICER 40.00 X 370712 0 37638 SALLY FLINCHBAUGH CHIEF OPERATING OFFICER 40.00 X 215397 0 15455 MARK HOLTZMAN CHIEF FINANCIAL OFFICER 40.00 X 206569 0 6635 SALLY PORUSH CHIEF PEOPLE OFFICER 40.00 X 188223 0 6685 SETH LESLIE CHIEF DEVELOPMENT OFFICER 40.00 X 173848 0 12101 NATHANIEL BERGSON-MICHELSON CHIEF MARKETING OFFICER 40.00 X 160001 0 10810 EDWARD BANCROFT DIR, SALES AND EVENT SERVICES 40.00 X 111520 0 9478 RONIT WIDMANN-LEVY ARTS AND CULTURE DIRECTOR 40.00 X 108516 0 3422 RONIT JACOBS ICC DIRECTOR 40.00 X 108920 0 5104 YEVGENY VINOKUR IT DIRECTOR 40.00 X 127227 0 12135 RAJPREET BADYAL CONTROLLER 40.00 X 111211 0 5327 1882144 0 124790 11 0 1 0 VANCE BROWN INC 3197 PARK BLVD PALO ALTO CA 94306 CONSTRUCTION 8899862 EXOS COMMUNITY SERVICES LLC 25 HANOVER ROAD FLORHAM PARK NJ 07932 SPORTS AND WELLNESS 4363355 HIGHCOM SECURITY 1900 WEBSTER STREET B OAKLAND CA 94612 SECURITY SERVICES 650443 DOUGLAS PARKING LLC 1721 WEBSTER STREET OAKLAND CA 94612 VALET PARKING 337740 ACCO ENGINEERED SYSTEMS 6265 SAN FERNANDO RD GLENDALE CA 91201 FACILITIES 303565 7 812900 7575098 796550 8387998 MEMBERSHIP DUES (FITNESS) 624110 7608316 7608316 EARLY CHILDHOOD EDUCATION 624110 5132756 5132756 SPORTS & WELLNESS 624110 2869238 2869238 CLUB J AFTER SCHOOL 624110 1709938 1709938 SUMMER CAMP REVENUE 624110 1002516 1002516 2447347 2447347 20770111 109481 109481 1008232 856063 152169 152169 152169 164602 153882 10720 10720 10720 52922 812900 184569 -131647 -131647 29298832 20770111 0 140723 X 525070 525070 1976912 553830 1161370 261712 8402399 7528491 559173 314735 289543 211419 59001 19123 1244092 955676 237453 50963 874651 671943 148030 54678 49851 49851 56501 56501 6170883 5389801 530097 250985 320925 236967 71845 12113 661588 556964 67249 37375 308188 216128 66624 25436 1801932 1391826 315585 94521 167006 152552 8853 5601 14943 11833 2077 1033 1357032 1357032 3396963 2376597 713362 307004 157728 110350 33123 14255 PROGRAM FOOD EXPENSE 773929 743850 30079 PROGRAM ACTIVITIES 590349 580942 9407 PROGRAM SUPPLIES 557162 542861 14301 PROGRAM EVENT RENTAL CO 207765 159119 48646 181689 142929 29091 9669 30087101 23059148 5466317 1561636 383505 532139 5631464 4583126 10083141 3614664 279515 170186 278772 750261 144512581 30338329 106156757 114174252 5045695 5074598 45458 46193 127904307 128945419 2428216 5397360 1491108 1900036 40460061 38895230 44379385 46192626 X 59280334 57651213 23629438 24486430 615150 615150 83524922 82752793 127904307 128945419 -788269 16140 0 X 0 1 X 1 0 X 4696945 7930371 12984374 6448044 8387998 40447732 16152068 17182504 19100922 20087346 20770111 93292951 20849013 25112875 32085296 26535390 29158109 133740683 388085 1156943 1023220 729406 1183750 4481404 0 388085 1156943 1023220 729406 1183750 4481404 129259279 882560 1159227 1145935 1071261 1117713 5376696 882560 1159227 1145935 1071261 1117713 5376696 181897 122102 158031 115359 52922 630311 21913470 26394204 33389262 27722010 30328744 139747690 0.92490 0.91550 0.03850 0.04280 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER REVENUE - 2013 AMOUNT: $ 116,831. FUNDRAISING EVENTS - 2013 AMOUNT: $ 65,066. 2014 AMOUNT: $ 122,102. 2015 AMOUNT: $ 158,031. 2016 AMOUNT: $ 115,359. 2017 AMOUNT: $ 52,922. 615150 615150 615150 615150 615150 615150 615150 615150 630000 -14850 615150 0.00000 1.00000 0.00000 0 0 23113785 23113785 105397346 26670655 78726691 71445 39949 31496 1529513 1201647 327866 14400492 2426078 11974414 114174252 X 29830534 16140 -525070 -508930 30339464 -1040632 -1040632 29298832 30602663 1040632 1040632 29562031 525070 525070 30087101 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 -525,070. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES RECLASSIFIED TO REVENUE -856,063. FUNDRAISING EXPENSES RECLASSIFIED TO REVENUE -184,569. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES RECLASSIFIED TO REVENUE 856,063. FUNDRAISING EXPENSES RECLASSIFIED TO REVENUE 184,569. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIP EXPENSES RECLASSIFIED TO EXPENSES 525,070. EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM EXPENSES 47232 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM EXPENSES 49888 0 0 0 0 0 0 97120 0 97120 1 0 0 0 0 0 ANNUAL GALA 865822 812900 52922 69340 52500 48500 14229 865822 812900 52922 69340 52500 48500 14229 184569 -131647 1 PRESCHOOL SCHOLARSHIPS 63 406684 CLUB J AND OTHER SCHOLARSHIPS 16 55794 SUMMER CAMP 21 54787 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 0 0 ZACHARY BODNER CHIEF EXECUTIVE OFFICER 370712 0 0 0 0 0 27304 0 10334 0 408350 0 0 0 SALLY FLINCHBAUGH CHIEF OPERATING OFFICER 215397 0 0 0 0 0 6462 0 8993 0 230852 0 0 0 MARK HOLTZMAN CHIEF FINANCIAL OFFICER 206569 0 0 0 0 0 6197 0 438 0 213204 0 0 0 SALLY PORUSH CHIEF PEOPLE OFFICER 188223 0 0 0 0 0 5647 0 1038 0 194908 0 0 0 SETH LESLIE CHIEF DEVELOPMENT OFFICER 173848 0 0 0 0 0 5215 0 6886 0 185949 0 0 0 NATHANIEL BERGSON-MICHELSON CHIEF MARKETING OFFICER 160001 0 0 0 0 0 4800 0 6010 0 170811 0 0 0 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 0 1 A 0 0 0 0 0 0 0 0 1 A 1 X 5 796550 FMV 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 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. 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 OTHER PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 492,458. MANAGEMENT AND GENERAL EXPENSES 30,989. FUNDRAISING EXPENSES 35,652. TOTAL EXPENSES 559,099. OUTSIDE LABOR: PROGRAM SERVICE EXPENSES 3,851,384. MANAGEMENT AND GENERAL EXPENSES 286,059. FUNDRAISING EXPENSES 161,011. TOTAL EXPENSES 4,298,454. PAYROLL PROCESSING FEES: PROGRAM SERVICE EXPENSES 11,857. MANAGEMENT AND GENERAL EXPENSES 27,631. FUNDRAISING EXPENSES 1,348. TOTAL EXPENSES 40,836. PERFORMERS & INSTRUCTORS: PROGRAM SERVICE EXPENSES 587,745. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 3,277. TOTAL EXPENSES 591,022. PARKING SERVICES: PROGRAM SERVICE EXPENSES 186,038. MANAGEMENT AND GENERAL EXPENSES 89,268. FUNDRAISING EXPENSES 23,829. TOTAL EXPENSES 299,135. SECURITY SERVICES: PROGRAM SERVICE EXPENSES 260,319. MANAGEMENT AND GENERAL EXPENSES 96,150. FUNDRAISING EXPENSES 25,868. TOTAL EXPENSES 382,337. ICON-ISRAEL COLLABORATION NETWORK LLC 3921 FABIAN WAY PALO ALTO CA 94303 475623076 TECHNOLOGY & INNOVATION CA 524806 296044 OSHMAN FAMILY JEWISH COMMUNITY CENTER