JEWISH FREE LOAN ASSOCIATION: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
JEWISH FREE LOAN ASSOCIATION (EIN 95-1691014)
Tax period
2017-09-01 to 2018-08-31
Filed
2019-03-30
IRS object ID
201930899349300508
Schema version
2017v2.3
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-03-30T10:46:11-05:00ReturnTs
Tax Period End2018-08-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN946214841PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ARMANINO LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line112657 ALCOSTA BLVD STE 500AddressLine1Txt
CitySAN RAMONCityNm
State AbbreviationCAStateAbbreviationCd
ZIP945834600ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2017-09-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN951691014EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JEWISH FREE LOAN ASSOCIATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJEWIBusinessNameControlTxt
Phone3237618830PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16505 WILSHIRE BOULEVARD NO 715AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90048ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRACHEL GROSEPersonNm
Person TitleCEO & EXECUTIVE DIRECTORPersonTitleTxt
Phone3237618830PhoneNum
Signature2019-03-29SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKATY BROWNPreparerPersonNm
PTINP00650274PTIN
Phone9257902600PhoneNum
Preparation2019-03-29PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address38.111.205.16IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-03-29IPDt
IP Tm16:18:06IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id194D1DC3581D69C6E2F7DEABFFFD1F7D33D777BBAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerRACHEL GROSEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line16505 WILSHIRE BOULEVARD NO 715AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90048ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$9,564,789GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.JFLA.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1904FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionOFFER INTEREST-FREE LOANS TO INDIVIDUALS AND FAMILIES WHO MAY NOT QUALIFY FOR NORMAL LENDING.ActivityOrMissionDesc
Voting Members Governing Body25VotingMembersGoverningBodyCnt
Voting Members Independent25VotingMembersIndependentCnt
Total Employee17TotalEmployeeCnt
Total Volunteers26TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,543,174PYContributionsGrantsAmt
CY Contributions Grants$1,390,936CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$60,542PYInvestmentIncomeAmt
CY Investment Income$205,537CYInvestmentIncomeAmt
PY Other Revenue$119,247PYOtherRevenueAmt
CY Other Revenue$98,170CYOtherRevenueAmt
PY Total Revenue$1,722,963PYTotalRevenueAmt
CY Total Revenue$1,694,643CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,065,993PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$925,517CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$336,932CYTotalFundraisingExpenseAmt
PY Other Expenses$663,881PYOtherExpensesAmt
CY Other Expenses$772,255CYOtherExpensesAmt
PY Total Expenses$1,729,874PYTotalExpensesAmt
CY Total Expenses$1,697,772CYTotalExpensesAmt
PY Revenues Less Expenses-$6,911PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$3,129CYRevenuesLessExpensesAmt
Total Assets BOY$18,330,988TotalAssetsBOYAmt
Total Assets EOY$18,177,255TotalAssetsEOYAmt
Total Liabilities BOY$596,544TotalLiabilitiesBOYAmt
Total Liabilities EOY$487,767TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$17,734,444NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$17,689,488NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE JEWISH FREE LOAN ASSOCIATION OF LOS ANGELES (JFLA) OFFERS INTEREST-FREE LOANS ON A NON-SECTARIAN BASIS TO INDIVIDUALS AND FAMILIES WHOSE NEEDS ARE URGENT AND WHO MAY NOT QUALIFY THROUGH NORMAL FINANCIAL RESOURCES. (SEE CONTINUATION ON SCHEDULE O)INTEREST-FREE LOANS INSTEAD OF CHARITY FILL AN IMPORTANT GAP IN OUR SOCIAL SYSTEM BY PROMOTING SELF-SUFFICIENCY WITH DIGNITY.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,238,128ExpenseAmt
DescJFLA GRANTED 789 LOANS DURING THE FISCAL YEAR (9/1/17-8/31/18) FOR EDUCATION, EMERGENCY NEEDS, LIFE CYCLE, RESETTLEMENT, HEALTHCARE AND MICROENTERPRISE.Desc
Total Program Service Expenses$1,238,128TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document14IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee17EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members25GoverningBodyVotingMembersCnt
Independent Voting Member25IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KATHY WAXBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3237618830PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16505 WILSHIRE BLVD SUITE 715AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90048ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (31 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
HAROLD TOMIN
PRESIDENT1.00Yes (X)Yes (X)$0$0$0
LESLIE ARONZON
VICE PRESIDENT1.00Yes (X)Yes (X)$0$0$0
STAN KING
RESIGNED JUNE 20181.00Yes (X)$0$0$0
JORDAN LURIE
VICE PRESIDENT1.00Yes (X)Yes (X)$0$0$0
TONY SAUBER
BOARD SECRETARY1.00Yes (X)Yes (X)$0$0$0
TOM WALSMITH
DIRECTOR1.00Yes (X)$0$0$0
JOEL GLUCOTT
BOARD TREASURER1.00Yes (X)Yes (X)$0$0$0
ARON ABECASSIS
DIRECTOR1.00Yes (X)$0$0$0
MAYIM BIALIK
DIRECTOR1.00Yes (X)$0$0$0
AARON BLOOM
DIRECTOR1.00Yes (X)$0$0$0
ERWIN DILLER
DIRECTOR1.00Yes (X)$0$0$0
LINDA FEINHOLZ
DIRECTOR1.00Yes (X)$0$0$0
ALAN FEIT
DIRECTOR1.00Yes (X)$0$0$0
GERALD FELDMAN
DIRECTOR1.00Yes (X)$0$0$0
BRUCE M GUMBINER
DIRECTOR1.00Yes (X)$0$0$0
DAVID HORVITZ
VICE PRESIDENT1.00Yes (X)Yes (X)$0$0$0
JAMES A KOHN
DIRECTOR1.00Yes (X)$0$0$0
BRANDON LEVIN
DIRECTOR1.00Yes (X)$0$0$0
EILEEN LEWIS
DIRECTOR1.00Yes (X)$0$0$0
ALEXA MARGALITH
DIRECTOR1.00Yes (X)$0$0$0
PAUL B SHANE
DIRECTOR1.00Yes (X)$0$0$0
BRUCE D SIRES
DIRECTOR1.00Yes (X)$0$0$0
VICTOR SNIDER
DIRECTOR1.00Yes (X)$0$0$0
ALAN SPIWAK
DIRECTOR1.00Yes (X)$0$0$0
MITCHELL J STEIN
DIRECTOR1.00Yes (X)$0$0$0
TONY STERN
DIRECTOR1.00Yes (X)$0$0$0
RACHEL B GROSE
ASSOCIATE DIRECTOR37.50Yes (X)$143,910$0$401
DAVID R LEVY
FORMER CEO & DIRECTOR37.50Yes (X)$118,505$0$6,638
KATHY S WAX
FISCAL MANAGER37.50Yes (X)$68,651$0$3,848
ELLIOTT FRIEDLAND
DIRECTOR OF MAJOR GIFTS22.50$110,489$0$520Yes (X)
SHELLEY MEYERS
PROGRAM DIRECTOR37.50$105,620$0$7,041Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$547,175TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$18,448TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K4IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Federated Campaigns$116,667FederatedCampaignsAmt
Fundraising$74,263FundraisingAmt
All Other Contributions$1,200,006AllOtherContributionsAmt
Total Contributions$1,390,936TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$209,950TotalRevenueColumnAmt
Exclusion$209,950ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$7,790,766SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$7,795,179SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$4,413SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$4,413TotalRevenueColumnAmt
Exclusion-$4,413ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$173,137FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$74,263ContriRptFundraisingEventAmt
Fundraising Direct Expenses$74,967FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$98,170TotalRevenueColumnAmt
Exclusion$98,170ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,694,643TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$303,707ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$265,881TotalAmt
Program Services$173,171ProgramServicesAmt
Management And General$57,724ManagementAndGeneralAmt
Fundraising$34,986FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$474,044TotalAmt
Program Services$352,319ProgramServicesAmt
Management And General$2,331ManagementAndGeneralAmt
Fundraising$119,394FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$102,446TotalAmt
Program Services$72,564ProgramServicesAmt
Management And General$7,463ManagementAndGeneralAmt
Fundraising$22,419FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$22,810TotalAmt
Program Services$16,225ProgramServicesAmt
Management And General$1,697ManagementAndGeneralAmt
Fundraising$4,888FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$60,336TotalAmt
Program Services$42,838ProgramServicesAmt
Management And General$4,827ManagementAndGeneralAmt
Fundraising$12,671FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$105,054TotalAmt
Program Services$105,054ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$45,051TotalAmt
Program Services$23,600ProgramServicesAmt
Management And General$21,451ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$2,352TotalAmt
Management And General$2,352ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$165,678TotalAmt
Program Services$95,553ProgramServicesAmt
Management And General$3,811ManagementAndGeneralAmt
Fundraising$66,314FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$39,168TotalAmt
Program Services$39,168ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$37,282TotalAmt
Program Services$26,469ProgramServicesAmt
Management And General$2,982ManagementAndGeneralAmt
Fundraising$7,831FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$121,411TotalAmt
Program Services$86,202ProgramServicesAmt
Management And General$9,713ManagementAndGeneralAmt
Fundraising$25,496FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$16,873TotalAmt
Program Services$11,980ProgramServicesAmt
Management And General$1,350ManagementAndGeneralAmt
Fundraising$3,543FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$9,958TotalAmt
Program Services$7,070ProgramServicesAmt
Management And General$797ManagementAndGeneralAmt
Fundraising$2,091FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
BAD DEBT$106,673$106,673
MISCELLANEOUS$77,674$55,150$6,214$16,310
PROGRAM COSTS$24,092$24,092
FUNDRAISING$20,989$20,989

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,697,772TotalAmt
Program Services$1,238,128ProgramServicesAmt
Management And General$122,712ManagementAndGeneralAmt
Fundraising$336,932FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$558,001BOYAmt
EOY$635,587EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
EOY$9,365EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,141,402BOYAmt
EOY$1,103,655EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
EOY$35,619EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$10,153,331BOYAmt
EOY$10,527,627EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$5,011BOYAmt
EOY$7,577EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$307,273LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$166,938LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$49,583BOYAmt
EOY$140,335EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$6,423,660BOYAmt
EOY$5,717,490EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$18,330,988BOYAmt
EOY$18,177,255EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$131,199BOYAmt
EOY$99,342EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$465,345BOYAmt
EOY$388,425EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$596,544BOYAmt
EOY$487,767EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,116,975BOYAmt
EOY$2,224,029EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$15,366,969BOYAmt
EOY$15,214,959EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$250,500BOYAmt
EOY$250,500EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$17,734,444BOYAmt
EOY$17,689,488EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$18,330,988BOYAmt
EOY$18,177,255EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$3,129ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$41,827NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,385,677CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,059,225CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,801,488CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,543,174CurrentTaxYearMinus1YearAmt
Current Tax Year$1,390,936CurrentTaxYearAmt
Total$10,180,500TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,385,677CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,059,225CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,801,488CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,543,174CurrentTaxYearMinus1YearAmt
Current Tax Year$1,390,936CurrentTaxYearAmt
Total$10,180,500TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$1,297,792SubstantialContributorsTotAmt
Public Support Total170$8,882,708PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$87,467CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$164,051CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$167,984CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$137,045CurrentTaxYearMinus1YearAmt
Current Tax Year$209,950CurrentTaxYearAmt
Total$766,497TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$60,000CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$52,500CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$137,947CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$259,627CurrentTaxYearMinus1YearAmt
Current Tax Year$173,137CurrentTaxYearAmt
Total$683,211TotalAmt
FieldValueIRS element (for citing)
Total Support$11,630,208TotalSupportAmt
Gross Receipts Rltd Activities$3,525GrossReceiptsRltdActivitiesAmt
Public Support CY1700.76380PublicSupportCY170Pct
Public Support PY1700.83170PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:FormAndLineReferenceDesc
ExplanationMISCELLANEOUS - 2015 AMOUNT: $ 17,173. 2016 AMOUNT: $ 3,092. FUNDRAISING EVENT GROSS REVENUE - 2013 AMOUNT: $ 60,000. 2014 AMOUNT: $ 52,500. 2015 AMOUNT: $ 120,774. 2016 AMOUNT: $ 256,535. 2017 AMOUNT: $ 173,137.ExplanationTxt

Schedule B IRS990ScheduleB

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$250,500BeginningYearBalanceAmt
Investment Earnings Or Losses$6,172InvestmentEarningsOrLossesAmt
Other Expenditures$6,172OtherExpendituresAmt
End Year Balance$250,500EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$250,500BeginningYearBalanceAmt
Investment Earnings Or Losses$5,574InvestmentEarningsOrLossesAmt
Other Expenditures$5,574OtherExpendituresAmt
End Year Balance$250,500EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$250,000BeginningYearBalanceAmt
Contributions$500ContributionsAmt
Investment Earnings Or Losses$6,304InvestmentEarningsOrLossesAmt
Other Expenditures$6,304OtherExpendituresAmt
End Year Balance$250,500EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,624,231BeginningYearBalanceAmt
Contributions$147,387ContributionsAmt
Investment Earnings Or Losses-$38,929InvestmentEarningsOrLossesAmt
Other Expenditures$66,185OtherExpendituresAmt
End Year Balance$2,666,504EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,282,400BeginningYearBalanceAmt
Contributions$206,317ContributionsAmt
Investment Earnings Or Losses$315,514InvestmentEarningsOrLossesAmt
Other Expenditures$180,000OtherExpendituresAmt
End Year Balance$2,624,231EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY1.00000PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$307,273OtherCostOrOtherBasisAmt
Depreciation$166,938DepreciationAmt
Book Value$140,335BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$140,335TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
LOAN FUNDS FOR OTHERS$328,425
DUE TO JEWISH FEDERATION COUNCIL OF GREA$60,000
FieldValueIRS element (for citing)
Total Liability$388,425TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$1,651,168TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$41,827NetUnrealizedGainsInvstAmt
Other Revenue$704OtherRevenueAmt
Revenue Not Reported-$41,123RevenueNotReportedAmt
Revenue Subtotal$1,692,291RevenueSubtotalAmt
Investment Expenses Not Incld$2,352InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$2,352RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,694,643TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,696,124TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$704OtherExpensesIncludedAmt
Expenses Not Reported$704ExpensesNotReportedAmt
Expenses Subtotal$1,695,420ExpensesSubtotalAmt
Investment Expenses Not Incld2$2,352InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$2,352ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,697,772TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:THE PURPOSE OF THE ENDOWMENT IS TO GENERATE INCOME FOR ORGANIZATION OPERATIONS.
PART XI, LINE 2D - OTHER ADJUSTMENTS:FUNDRAISING EVENT EXPENSES 704.
PART XII, LINE 2D - OTHER ADJUSTMENTS:FUNDRAISING EVENT EXPENSES 704.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1FEIT 4 KIDSEvent1Nm
Gross Receipts Event1$247,400GrossReceiptsEvent1Amt
Charitable Contri Event1$74,263CharitableContriEvent1Amt
Gross Revenue Event1$173,137GrossRevenueEvent1Amt
Non Cash Prizes Event1$2,280NonCashPrizesEvent1Amt
Food And Beverage Event1$47,529FoodAndBeverageEvent1Amt
Entertainment Event1$5,900EntertainmentEvent1Amt
Other Direct Expenses Event1$19,258OtherDirectExpensesEvent1Amt
Gross Receipts Total$247,400GrossReceiptsTotalAmt
Charitable Contributions Tot$74,263CharitableContributionsTotAmt
Gross Revenue Total Events$173,137GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$2,280NonCashPrizesTotalEventsAmt
Food And Beverage Total Events$47,529FoodAndBeverageTotalEventsAmt
Entertainment Total Events$5,900EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$19,258OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$74,967DirectExpenseSummaryEventsAmt
Net Income Summary$98,170NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BLINE 11A EXPLANATION - THE ORGANIZATION'S 990 IS DRAFTED BY ITS OUTSIDE ACCOUNTANTS WITH GUIDANCE FROM MANAGEMENT. THE OUTSIDE ACCOUNTANTS PROVIDE A COPY OF THE DRAFT 990 TO MANAGEMENT WHO REVIEWS AND APPROVES AND THEN FORWARDS TO THE ORGANIZATION'S AUDIT COMMITTEE CHAIR FOR REVIEW. FOLLOWING MANAGEMENT AND THE AUDIT COMMITTEE CHAIR'S REVIEW, THE RETURN IS PRESENTED TO THE FULL BOARD FOR ITS REVIEW BEFORE THE RETURN IS FILED.
FORM 990, PART VI, SECTION B, LINE 12CTHE ORGANIZATION DISTRIBUTES ITS CONFLICT OF INTEREST POLICY AND A FORM TO DISCLOSE ANY CONFLICTS TO ITS BOARD OF DIRECTORS ON AN ANNUAL BASIS.
FORM 990, PART VI, SECTION B, LINE 15THE EXECUTIVE DIRECTOR'S SALARY IS REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE. THE COMMITTEE REVIEWS THE EXECUTIVE DIRECTOR'S SALARY USING THE SOUTHERN CALIFORNIA CENTER FOR NONPROFIT MANAGEMENT COMPENSATION AND BENEFITS SURVEY AND OTHER ORGANIZATIONS' ISSUED 990S. THE COMMITTEE COMPARES THE EXECUTIVE DIRECTOR'S SALARY TO SALARIES OF THE EXECUTIVES AT THE FREE LOAN ASSOCIATIONS IN NEW YORK AND SAN FRANCISCO, AS WELL AS TO EXECUTIVES WITHIN THE JEWISH FEDERATION SYSTEM.
FORM 990, PART VI, SECTION C, LINE 19UPON REQUEST

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