2019-10-30T19:20:50-05:00 2018-12-31 420714325 RSM US LLP 9801 WASHINGTONIAN BLVD STE 500 GAITHERSBURG MD 20878 990 2018-01-01 453910992 THE JEWISH COMMUNITY ASSOCIATION OF GREATER PHOENIX JEWI 4806344900 12701 N SCOTTSDALE RD STE 203 SCOTTSDALE AZ 852545455 MARTY HABERER EXECUTIVE DIRECTOR 4806344900 2019-10-30 1 WILLIAM E TURCO CPA P00369217 3012963600 66.98.98.130 2019-10-30 09:26:38 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 2018 2019-02-21 02:37:17Z JEWISH FEDERATION OF GREATER PHOENIX MARTY HABERER 12701 N SCOTTSDALE RD STE 203 SCOTTSDALE AZ 852545455 6737694 0 X WWW.JEWISHPHOENIX.ORG X 2011 AZ FUNDRAISING TO SUPPORT OTHER NONPROFIT ORGANIZATIONS AND OVERSIGHT/MANAGEMENT OF THE JEWISH COMMUNITY CAMPUS. 25 24 32 250 0 0 4892020 4943052 1503159 1458532 405 2058 41472 149259 6437056 6552901 2079323 1905689 0 0 1447224 1709349 7500 16818 709109 3287213 3398424 6821260 7030280 -384204 -477379 32278292 31880906 5619222 5699215 26659070 26181691 X OUR MISSION IS TO STRENGTHEN AND SUSTAIN A VIBRANT, INCLUSIVE COMMUNITY THAT ENRICHES LIVES THROUGH JEWISH VALUES, INNOVATION AND STEWARDSHIP. 0 0 4231047 1905689 1639247 THE CAMPAIGN FOR JEWISH NEEDS IS THE ANNUAL FUNDRAISING CAMPAIGN OF THE JEWISH COMMUNITY ASSOCIATION. THE CAMPAIGN RAISED MORE THAN $3.4 MILLION WHICH WAS DISTRIBUTED TO ORGANIZATIONS AND PROGRAMS THAT HELP ENGAGE THOSE IN NEED AND/OR ENHANCE JEWISH LIFE IN GREATER PHOENIX DURING 2018 THE ASSOCIATION APPROVED ALLOCATIONS TOTALING $1.7 MILLION TO ORGANIZATIONS WHICH BENEFITED MORE THAN 30 JEWISH PROGRAMS, LOCALLY, NATIONALLY, IN ISRAEL AND OVERSEAS.MORE THAN 1500 COMMUNITY MEMBERS ATTENDED THE ASSOCIATION'S LARGE-SCALE EVENTS - THE ANNUAL MEETING AND THE ANNUAL MEGA EVENT. BOTH FEATURED THEMES WITH A CONNECTING THREAD, THE POWER OF YOU AND THE POWER OF COMMUNITY.WOMEN'S PHILANTHROPY DREW MORE THAN 300 PARTICIPANTS TO EDUCATIONAL, OUTREACH, AND FUNDRAISING EVENTS, INCLUDING THE LION OF JUDAH AND POMEGRANATE DIVISION EVENTS, AS WELL AS THE FALL AND HANUKKAH PROGRAMS. IN ADDITION, THE INAUGURAL WOMEN'S PHILANTHROPY LEAGUE ENGAGED 24 WOMEN IN A YEAR-LONG+ PROGRAM OF HANDS-ON VOLUNTEERISM IN SOCIAL SERVICE. 4231047 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 1 1 0 0 1 0 1 0 0 0 0 0 1 0 0 1 0 0 0 1 1 1 1 0 0 1 14 0 1 32 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 25 24 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 AZ X X LIZ JORGENSEN 4804817003 12701 N SCOTTSDALE ROAD STE 201 SCOTTSDALE AZ 85254 MARK FELDMAN CO-CHAIR 3.00 X X 0 0 0 DAVID WEINER CO-CHAIR 3.00 X X 0 0 0 MORRIE AARON TREASURER 2.00 X X 0 0 0 BARRY MARKSON SECRETARY 2.00 X X 0 0 0 JONATHAN HOFFER DIRECTOR 1.00 X 0 0 0 JULEE LANDAU-SHAHON VICE CHAIR 1.00 X X 0 0 0 DON SCHON VICE CHAIR 1.00 X X 0 0 0 MIKE ARKO DIRECTOR 1.00 X 0 0 0 HOWARD CABOT DIRECTOR 1.00 X 0 0 0 BENJAMIN ELLIS DIRECTOR 1.00 X 0 0 0 GEORGE GOFFMAN DIRECTOR 1.00 X 0 0 0 DANIELLE BRESLOW GROSS DIRECTOR 1.00 X 0 0 0 ELIOT KAPLAN DIRECTOR 1.00 X 0 0 0 JAKOB KHAZANOVICH DIRECTOR 1.00 X 0 0 0 SALLY OSCHERWITZ DIRECTOR 1.00 X 0 0 0 ROBERT ROOS DIRECTOR 1.00 X 0 0 0 CYNDI ROSENTHAL DIRECTOR 1.00 X 0 0 0 LILY BEHBOODI SCHOEN DIRECTOR 1.00 X 0 0 0 ESTHER SCHON DIRECTOR 1.00 X 0 0 0 JAMI SCHULMAN DIRECTOR 1.00 X 0 0 0 STEVEN SCHWARZ DIRECTOR 1.00 X 0 0 0 ROBERT SILVER DIRECTOR 1.00 X 0 0 0 DEEDEE VECCHIONE DIRECTOR 1.00 X 0 0 0 ALAN ZEICHICK DIRECTOR 1.00 X 0 0 0 BETH JO ZEITZER DIRECTOR 1.00 X 0 0 0 MARTY HABERER CEO 40.00 X 197970 0 20090 HOWARD SCKOLNIK CFO 25.00 15.00 X 85682 46136 16452 283652 46136 36542 1 0 1 0 OPENWORKS 4742 N 24TH ST PHOENIX AZ 85016 JANITORIAL 197625 PARAGON SERVICES LLC 1550 EAST MARYLAND AVE PHOENIX AZ 85014 BUILDING ENGINEERS 194962 DRA COLLECTIVE 717 E MARYLAND AVENUE PHOENIX AZ 85014 CONSULTING - AGE ADVANTAGED 140298 SCOTTSDALE SOLAR HOLDING 5055 N 32ND ST PHOENIX AZ 85018 ENERGY 130148 4 35500 4907552 222600 4943052 FACILITY CHARGES 532000 1458532 1458532 1458532 2058 2058 153337 35500 184793 -31456 -31456 OTHER REVENUE 900099 180715 180715 180715 6552901 1639247 0 -29398 1905689 1905689 314761 136876 113121 64764 1163775 506075 418247 239453 16409 7136 5897 3376 113571 49387 40816 23368 100833 43848 36238 20747 459 459 37207 37207 16818 16818 83358 15700 21676 45982 69333 29760 34901 4672 549493 329273 116867 103353 1136673 90342 1046331 63312 11804 29864 21644 185719 149427 36292 1085173 1093157 -7984 25004 12000 13004 BAD DEBT (RECOVERY) 120906 -7734 128640 OTHER EXPENSES 41787 41787 7030280 4231047 2090124 709109 861224 1226362 872817 446906 -122850 32392 32173 56660 42175118 13299263 29589458 28875855 1045470 1242731 32278292 31880906 765373 865347 47250 3082 4122768 4082483 683831 748303 5619222 5699215 X 26073389 25025482 585681 1156209 26659070 26181691 32278292 31880906 -477379 0 X 0 1 X 1 0 X 6407709 4956096 4689378 4892021 4943052 25888256 6407709 4956096 4689378 4892021 4943052 25888256 3811275 22076981 26615 8663 2346 405 2058 40087 19147 127577 539441 108904 180175 975244 26903587 9616445 0.82060 0.83490 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER REVENUE - 2014 AMOUNT: $ 19,147. 2015 AMOUNT: $ 127,577. 2016 AMOUNT: $ 539,441. 2017 AMOUNT: $ 108,904. 2018 AMOUNT: $ 180,175. 10187000 10187000 27909059 10006362 17902697 4029318 3272833 756485 49741 20068 29673 28875855 CAPITAL LEASE OBLIGATIONS 28881 DUE TO RELATED PARTY 719422 748303 X 14794886 8241985 8241985 6552901 0 6552901 14178440 7148160 7148160 7030280 0 7030280 PART X, LINE 2: THE ASSOCIATION, THE CENTER AND THE QCO ARE ORGANIZED AS ARIZONA NONPROFIT CORPORATIONS. THE CENTER AND THE QCO HAVE BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE (IRS) AS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3). THE ASSOCIATION APPLIED TO THE IRS FOR EXEMPTION FROM FEDERAL INCOME TAXES UNDER SECTION 501(A) AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3). THE IRS'S DECISION WAS RECEIVED IN JUNE 2014 GRANTING THE ASSOCIATION STATUS UNDER SECTION 501(C)(3). THE ORGANIZATION BELIEVES THE ASSOCIATION, THE CENTER AND THE QCO ARE NOT PRIVATE FOUNDATIONS BECAUSE THEY QUALIFY AS ORGANIZATIONS DESCRIBED UNDER SECTIONS 509(A)(1) AND (3). THE CAMPUS IS ORGANIZED AS AN ARIZONA SINGLE MEMBER LIMITED LIABILITY COMPANY AND IS TREATED AS A DISREGARDED ENTITY OF THE ASSOCIATION FOR INCOME TAX PURPOSES. ACCORDINGLY, CONTRIBUTIONS TO THE CAMPUS SHOULD QUALIFY FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A). THE ASSOCIATION, THE CENTER AND THE QCO ARE ANNUALLY REQUIRED TO FILE A RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) WITH THE IRS. IN ADDITION, THE ENTITIES ARE GENERALLY SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO THEIR EXEMPT PURPOSES. THE ORGANIZATION HAS DETERMINED THAT THE ORGANIZATIONS HAVE NO TAXABLE UNRELATED BUSINESS INCOME AND THEY HAVE NOT FILED EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURNS (IRS FORMS 990-T) OR THEIR ARIZONA EQUIVALENTS, FORMS 99-T. THE ORGANIZATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY INCOME TAX POSITIONS TAKEN AND, AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE CONSOLIDATED FINANCIAL STATEMENTS. THE ENTITIES WOULD RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS AND LIABILITIES IN INCOME TAX EXPENSE IF SUCH INTEREST AND PENALTIES ARE INCURRED. GENERALLY, THE ASSOCIATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR THE YEARS ENDED BEFORE 2015. PART XI, LINE 2D - OTHER ADJUSTMENTS: RELATED ENTITY REVENUES INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS 8,241,985. PART XII, LINE 2D - OTHER ADJUSTMENTS: RELATED ENTITY EXPENSES INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS 7,148,160. X X X X X 1 SIEGEL MARKETING GROUP PO BOX 686598 CHICAGO IL 60695 PHONE CALLS 0 37251 16818 20433 37251 16818 20433 AZ MEGA 118877 35500 83377 5000 91541 WOMENS IGNITION LUNCHEON 30250 30250 2550 41276 1 13061 13061 100 19899 162188 35500 126688 7650 152716 160366 -33678 1 VALLEY OF THE SUN JEWISH COMMUNITY CENTER 12701 N SCOTTSDALE ROAD 203 SCOTTSDALE AZ 85254 860622258 501(C)(3) 490950 LOCAL SUPPORT JEWISH FEDERATIONS OF NORTH AMERICA 25 BROADWAY SUITE 1700 NEW YORK NY 100041010 131624240 501(C)(3) 345000 LOCAL AND OVERSEAS PROGRAM SUPPORT JEWISH FAMILY & CHILDREN SERVICES AND SENIOR CONCIERGE 4220 N 20TH AVE PHOENIX AZ 85012 860096781 501(C)(3) 273683 LOCAL SUPPORT HILLEL & HILLEL ISRAEL ADVOCACY 1012 SOUTH MILL AVE TEMPE AZ 85281 866053800 501(C)(3) 125600 LOCAL SUPPORT EAST VALLEY JCC 908 N ALMA SCHOOL RD CHANDLER AZ 85224 860618301 501(C)(3) 74340 LOCAL SUPPORT BUREAU OF JEWISH EDUCATION 12701 N SCOTTSDALE ROAD 206 SCOTTSDALE AZ 85254 860560654 501(C)(3) 56000 LOCAL SUPPORT PARDES JEWISH DAY SCHOOL 6805 E MCDONALD DR PARADISE VLY AZ 85253 860969657 501(C)(3) 46860 LOCAL SUPPORT GESHER DISABILITY RESOURCES 12701 N SCOTTSDALE ROAD STE 205 SCOTTSDALE AZ 85254 860626273 501(C)(3) 30330 LOCAL SUPPORT VALLEY BEIT MIDRASH 4645 E MARILYN RD PHOENIX AZ 85032 455443715 501(C)(3) 20700 LOCAL SUPPORT PHOENIX HEBREW ACADEMY 515 E BETHANY HOME RD PHOENIX AZ 85012 860199058 501(C)(3) 23100 LOCAL SUPPORT TORAH DAY SCHOOL 1118 W GLENDALE AVE PHOENIX AZ 85021 273219251 501(C)(3) 33165 LOCAL SUPPORT MOISHE HOUSE 441 E SAXONY ROAD BARN 2 ENCINITAS CA 920242725 262599786 501(C)(3) 15000 LOCAL SUPPORT BBYO 12701 N SCOTTSDALE ROAD 203 SCOTTSDALE AZ 85254 311794932 501(C)(3) 7000 LOCAL SUPPORT SHE'ARIM GIRLS HIGH SCHOOL 715 E SIERRA VISTA DR PHOENIX AZ 85014 412211077 501(C)(3) 6105 LOCAL SUPPORT MINKOFF CENTER FOR JEWISH GENETICS 12701 N SCOTTSDALE ROAD 203 SCOTTSDALE AZ 85254 208139446 501(C)(3) 5600 LOCAL SUPPORT SMILE ON SENIORS 2110 EAST LINCOLN DRIVE PHOENIX AZ 85016 860441056 501(C)(3) 13000 LOCAL SUPPORT DESERT JEWISH ACADEMY 3400 N DOBSON RD CHANDLER AZ 85224 264762927 501(C)(3) 5115 LOCAL SUPPORT 17 PART I, LINE 2: THE ORGANIZATION ONLY ISSUES GRANTS TO 501(C)(3) ORGANIZATIONS - POST GRANT MONITORING IS NOT CONSIDERED NECESSARY. X 1 1 X X 0 0 0 0 0 0 0 1 0 MARTY HABERER CEO 175470 0 22500 0 0 0 6219 0 13871 0 218060 0 0 0 PART I, LINE 1A THE CEO ALONG WITH ALL OTHER JEWISH COMMUNITY ASSOCIATION OF GREATER PHOENIX EMPLOYEES RECEIVE A FREE MEMBERSHIP AT THE VOSJCC, WHICH IS IN THE VOSJCC NORMAL COURSE OF BUSINESS. PART I, LINE 7 BONUSES ARE PERFORMANCE-BASED, REFLECTING THE ORGANIZATION'S ACHIEVEMENT OF TANGIBLE AND INTANGIBLE GOALS. DAVID WEINER BOARD MEMBER/CO-CHAIRS 578000 DAVID WEINER IS THE PRESIDENT OF WEINER INSURANCE COMPANY. THE ORGANIZATION PAID PREMIUMS ON THE POLICIES FOR WHICH D WEINER IS THE INSURANCE BROKER. 0 X 18 222600 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE RETURN IS REVIEWED BY THE ORGANIZATION'S CFO, TREASURER, CEO AND CO-CHAIRS PRIOR TO FILING AND WILL BE PRESENTED TO THE BOARD AT ITS DECEMBER BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 12C ALL OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE REQUIRED TO FILL OUT A CONFLICT OF INTEREST FORM ANNUALLY. THE FORMS ARE REVIEWED INITIALLY BY THE CFO FOR POTENTIAL CONFLICTS. ANY POTENTIAL CONFLICTS ARE REVIEWED BY THE BOARD OF DIRECTORS. ANY PERSON WITH A CONFLICT IS RESTRICTED FROM VOTING ON RELATED MATTERS WHERE A CONFLICT MAY OCCUR. FORM 990, PART VI, SECTION B, LINE 15A THE OFFICER TEAM RECOMMENDS THE COMPENSATION FOR THE PRESIDENT AND CONDUCTS PERIODIC PEROFRMANCE REVIEWS OF THE PRESIDENT. THIS PROCESS WAS LAST CONDUCTED IN 2018. 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 DISCLOSURE AS SET FORTH IN SECTION 6104(D). JEWISH COMMUNITY CAMPUS LLC 12701 N SCOTTSDALE RD STE 201 SCOTTSDALE AZ 85254 860096784 FACILITY MANAGEMENT AZ 1917888 29256530 THE JEWISH COMMUNITY ASSOCIATION OF GREATER PHOENIX VALLEY OF THE SUN JEWISH COMMUNITY CENTER INC 12701 N SCOTTSDALE RD 203 SCOTTSDALE AZ 85254 860622258 CHARITY AZ 501(C)(3) LINE 11 JEWISH COMMUNITY ASSOCIATION OF GREATER PHOENIX 1 VALLEY OF THE SUN COMMUNITY CENTER QUALIFIED CHARITABLE ORGANIZATION 12701 N SCOTTSDALE RD 203 SCOTTSDALE AZ 85254 824444719 TO RAISE & DISTRIBUTE FUNDING TO FAMILIES WITH SEVERE DISABILITIES CHILDREN AZ 501(C)(3) LINE 7 VALLEY OF THE SUN JEWISH COMMUNITY CENTER INC 0 0 1 0 0 0 0 0 0 0 1 0 1 0 1 1 1 1 0 0 VALLEY OF THE SUN JEWISH COMMUNITY CENTER B 490950 COST VALLEY OF THE SUN JEWISH COMMUNITY CENTER J 1002522 COST VALLEY OF THE SUN JEWISH COMMUNITY CENTER Q 120000 COST