2018-11-15T15:52:14-06:00 2017-12-31 951777440 GREEN HASSON & JANKS LLP 10990 WILSHIRE BLVD 16TH FLOOR LOS ANGELES CA 900243929 990 2017-01-01 952407026 JEWISH FEDERATION AND FAMILY SERVICES OF ORANGE COUNTY JEWI 9494353484 1 FEDERATION WAY NO 210 IRVINE CA 92603 ARLENE MILLER CEO 9494353484 2018-11-15 1 LIZBETH NEVAREZ P01399868 3108731600 38.186.35.254 2018-11-15 13:59:30 PS P E7E007689DAD759FE938CC26609D05957A77441A 6A5B9BBBC0C15FAE84D58941C3D029285B6C5672 2017 2019-02-21 02:37:17Z ARLENE MILLER 1 FEDERATION WAY STE 210 IRVINE CA 92603 8579566 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 19 19 72 395 0 0 6554848 7695812 190415 199491 160777 363318 -52991 52675 6853049 8311296 1705224 2133578 0 0 3345533 3859799 0 0 763498 1589417 1592095 6640174 7585472 212875 725824 11443545 12955562 772572 1356374 10670973 11599188 X THE MISSION OF THE ORGANIZATION IS TO CARE FOR PEOPLE IN NEED, AND TO STRENGTHEN JEWISH LIFE IN ORANGE COUNTY, ISRALE AND AROUND THE WORLD. 0 0 4105657 820160 199491 THROUGH ITS FAMILY SERVICES DIVISION, THE ORGANIZATION CARES FOR PEOPLE IN NEED THROUGH PROGRAMS, SERVICES, AND DIRECT FINANCIAL ASSISTANCE THAT BENEFITED OVER 6,000 INDIVIDUALS IN 2017. 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. 1586230 1313418 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. 5691887 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 0 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 34 0 1 72 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 19 19 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X X LAUREN GAVSHON BRAND 9494353484 1 FEDERATION WAY STE 210 IRVINE CA 92603 LORI SCHWARTZ CO-CHAIR 1.00 X X 0 0 0 DAN KOBLIN CO-CHAIR 1.00 X X 0 0 0 ERIC KRAMER VICE CHAIR 1.00 X X 0 0 0 SUE PENN VICE CHAIR 1.00 X X 0 0 0 HEATHER KLINE VICE CHAIR 1.00 X X 0 0 0 LORI REZNICK VICE CHAIR 1.00 X X 0 0 0 STEVE KAUFMAN VICE CHAIR 1.00 X X 0 0 0 YAEL ARONOFF SECRETARY 1.00 X X 0 0 0 MICHAEL SHAPIRO TREASURER 1.00 X X 0 0 0 MARC GARELICK DIRECTOR 1.00 X 0 0 0 DEBORAH SIMINOU DIRECTOR 1.00 X 0 0 0 BERNIE LABOWITZ DIRECTOR 1.00 X 0 0 0 ROGER FRIEDMAN DIRECTOR 1.00 X 0 0 0 SUSAN LEVINSTEIN DIRECTOR 1.00 X 0 0 0 GERSH ZYLBERMAN DIRECTOR 1.00 X 0 0 0 DAVID ELIEZRIE DIRECTOR 1.00 X 0 0 0 ADAM MILLER DIRECTOR 1.00 X 0 0 0 HOWARD MIROWITZ DIRECTOR 1.00 X 0 0 0 GWEN GLUCKMAN DIRECTOR 1.00 X 0 0 0 ARLENE MILLER CEO 40.00 X 229508 0 20581 ANDREW BRESLOW CFO 40.00 X 134641 0 20605 LAUREN GAVSHON BRAND COO 40.00 X 128921 0 14459 KATHLEEN MELLON SENIOR DIRECTOR 40.00 X 111085 0 16046 604155 0 71691 4 0 1 0 0 113437 666897 6915478 7695812 SENIOR TRANSPORTATION 621400 109335 109335 CLIENT COUNSELING 624100 55850 55850 SENIOR CARE MANAGEMENT 621400 34306 34306 199491 170234 170234 5400 0 5400 5400 5400 193084 0 193084 193084 193084 263101 113437 268270 -5169 -5169 OTHER REVENUE 900099 52444 52444 52444 8311296 199491 0 415993 1313418 1313418 820160 820160 548716 383398 75907 89411 2759794 1925526 385224 449044 95307 67448 12129 15730 201495 142597 25643 33255 254487 180099 32388 42000 76711 76711 41647 41647 169665 92024 77641 172806 123210 37350 12246 36761 16926 19527 308 220366 89202 77813 53351 287722 242936 9415 35371 17782 17782 131453 71867 59586 80697 12478 68219 LICENSES & FEES 122011 27514 89395 5102 COMMUNITY DEVELOPMENT & 119426 105035 4960 9431 CATERING 57298 49126 8172 EVENTS & SPEAKERS 10580 10263 317 47170 18660 10261 18249 7585472 5691887 1130087 763498 444021 1275961 523000 737072 937967 1247874 305782 498100 200000 200000 111477 111138 2372184 584445 1730635 1787739 5429031 5199436 1761632 1898242 11443545 12955562 629233 719844 43339 36530 100000 600000 772572 1356374 X 1240203 444581 7687638 9274864 1743132 1879743 10670973 11599188 11443545 12955562 X 725824 258581 -56190 X 0 1 X 1 0 X 6863217 12988209 5489437 6554848 7695812 39591523 6863217 12988209 5489437 6554848 7695812 39591523 8748429 30843094 90387 94783 323314 141625 175634 825743 40246 39020 2774 9365 52444 143849 40561115 744478 0.76040 0.97490 X 1987751 10226 254223 110450 17388 2124362 1530809 215000 322422 80500 1987731 1662277 293 -51351 80410 1530809 1679153 348 58830 76054 1662277 1482891 66486 200017 70241 1679153 0.12000 0.88000 1 0 749621 749621 802090 42351 759739 44250 13343 30907 776223 528751 247472 1787739 BENEFICIAL INTERESTS IN ASSETS AT JCF 1879742 CEMETERY PLOTS 15000 DONATED ASSETS 3500 1898242 8532368 245333 -24261 221072 8311296 0 8311296 7643431 57959 57959 7585472 0 7585472 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. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF BENEFICIAL INTEREST -24,261. PART XII, LINE 2D - OTHER ADJUSTMENTS: BAD DEBT EXPENSE 57,959. WOMEN'S PHILATHROPY VOICES 79657 79657 55148 6778 35304 SOLOMON SOCIETY LATE NIGHT 115008 115008 29560 28933 33500 10610 4 181873 113437 68436 68437 376538 113437 263101 29560 84081 40278 114351 268270 -5169 1 THE JEWISH FEDERATIONS OF NORTH AMERICA INC 25 BROADWAY SUITE 1700 NEW YORK NY 10004 131624240 396400 ROSE, PASSPORT, ISRAEL, NINBURG ISRAEL, DISASTER RELIEF, FAMILY PHILANTHROPY & CORE GRANTS MERAGE JEWISH COMMUNITY CENTER OF ORANGE COUNTY 1 FEDERATION WAY SUITE 200 IRVINE CA 92603 330016661 251950 CORE, IMPACT & PASSPORT GRANTS: MACCABI, OPERATING, CENTER FOR JEWISH LIFE, GLOBAL TEENS HILLEL FOUNDATION OF ORANGE COUNTY 1 FEDERATION WAY SUITE 200 IRVINE CA 92603 521844823 147654 ROSE, NINBURG ISRAEL & CORE GRANTS: OPERATIONS & ISRAEL PROGRAMS TARBUT V'TORAH COMMUNITY DAY SCHOOL 1 FEDERATION WAY SUITE 200 IRVINE CA 92603 953374189 105000 CORE AND PASSPORT GRANTS: OPERATIONS AND POLAND-ISRAEL 11TH GRADE TRIP HEBREW ACADEMY 14401 WILLOW LANE HUNTINGTON BEACH CA 92647 330688036 65000 CORE AND IMPACT GRANTS: OPERATING SUPPORT AND SPECIAL NEEDS CHABAD JEWISH CENTER OF MISSION VIEJO 24041 MARGUERITE PKWY MISSION VIEJO CA 92692 330673282 31902 PASSPORT AND IMPACT GRANTS SUPPORTING CTEEN AND RELIGIOUS SCHOOL ISRAEL INSTITUTE INC 1250 EYE ST NW SUITE 710 WASHINGTON DC 20005 460540994 501(C)(3) 30000 ROSE PROJECT: GRANT TO SUPPORT VISITING ISRAELI PROFESSOR AT UCI THE FRIENDSHIP CIRCLE 2240 UNIVERSITY DRIVE NEWPORT BEACH CA 92660 113797166 501(C)(3) 30000 IMPACT GRANT: PROGRAMS & RESOURCES FOR YOUTH WITH SPECIAL NEEDS CHABAD AT UCI 12 OXFORD IRVINE CA 92603 330886313 501(C)(3) 17000 ROSE PROJECT AND IMPACT GRANTS FOR JEWISH COLLEGE STUDENT PROGRAMS CHABAD LUBAVITCH OF LOS ALAMITOS AND CYPRESS 12340 SEAL BEACH BLVD STE B-219 SEAL BEACH CA 90740 201413896 501(C)(3) 16975 PASSPORT AND IMPACT GRANTS SUPPORTING SCHOOL AND OUTREACH PROGRAMS ORANGE COUNTY COMMUNITY SCHOLAR PROGRAM 5 KLAMATH IRVINE CA 92603 460478494 501(C)(3) 15000 IMPACT GRANT: ONE MONTH SCHOLAR PROGRAM HEBREW UNION COLLEGE-JEWISH INSTITUTE OF RELIGION (HUC-JIR) 3101 CLIFTON AVE CINCINNATI OH 21216 310537067 501(C)(3) 14000 POSIN COLLEGE GRANTS FOR CANTORIAL PROGRAM SCHOLARSHIPS CONGREGATION B'NAI ISRAEL 2111 BRYAN TUSTIN CA 92782 953680172 501(C)(3) 12325 PASSPORT GRANT: RELIGIOUS SCHOOL & TEEN PROGRAM PARTICIPANT/S CONGREGATION SHIR HA-MA'ALOT 3652 MICHELSON DRIVE IRVINE CA 92603 952559118 501(C)(3) 11665 PASSPORT GRANT: RELIGIOUS SCHOOL & TEEN PROGRAM PARTICIPANT/S UC REGENTS ACCOUNTING OFFICE BIOLOGICAL SCIENCES III SUITE 1400 IRVINE CA 92603 952226406 501(C)(3) 10050 ROSE PROJECT: VISITING ISRAELI PROFESSOR & STUDENT ORGANIZATION CAF AMERICA 225 REINEKERS LN STE 375 ALEXANDRIA VA 22314 431634280 501(C)(3) 9561 GLOBAL JEWISH LIFELINE GRANT: LASTING MEMORY FOUNDATION POLAND TEMPLE BETH TIKVAH 1600 N ACACIA AVENUE FULLERTON CA 92831 952367005 501(C)(3) 9150 PASSPORT AND IMPACT GRANTS: RELIGIOUS SCHOOL & EDUCATIONAL LECTURES UNIVERSITY SYNAGOGUE 3400 MICHELSON IRVINE CA 92603 330254944 501(C)(3) 8240 PASSPORT AND IMPACT GRANTS: RELIGIOUS SCHOOL AND BRIDGES PROGRAM TEMPLE BAT YAHM OF NEWPORT BEACH 1011 CAMELBACK NEWPORT BEACH CA 92660 952875578 501(C)(3) 8045 PASSPORT GRANT: RELIGIOUS SCHOOL PARTICIPANT/S JEWISH COLLABORATIVE OF ORANGE COUNTY 2913 EL CAMINO REAL 701 TUSTIN CA 92782 364844121 501(C)(3) 8000 PASSPORT AND IMPACT GRANTS: IKARON YOUNG LEARNERS BETH JACOB CONGREGATION OF IRVINE 3900 MICHELSON DRIVE IRVINE CA 92603 330262666 501(C)(3) 7500 ISRAEL GRANT: JEWISH WOMEN'S RENAISSANCE PROJECT UCI FOUNDATION 100 THEORY SUITE 250 IRVINE CA 92603 952540117 501(C)(3) 7500 ROSE PROJECT: GRANT FOR UCI-TEL AVIV UNIVERSITY ENGINEERING CONFC CHABAD OF NORTH IRVINE 5410 TRABUCO RD STE 130 IRVINE CA 92603 461018574 501(C)(3) 7000 IMPACT GRANT: CJW PROGRAM - EDUCATIONAL, VOLUNTEER & CHALLAH BAKE IRVINE HEBREW DAY SCHOOL 2626 N TUSTIN AVE SANTA ANA CA 92705 465538235 501(C)(3) 7000 IMPACT GRANT: STEAM AND CHAGIM PROGRAM CHABAD OF IRVINE 5010 BARRANCA PKWY IRVINE CA 92603 330886313 501(C)(3) 6680 PASSPORT AND IMPACT GRANTS: RELIGIOUS SCHOOL AND C-KIDS PROGRAMS CHABAD JEWISH CENTER OF LAGUNA NIGUEL 27631 LA PAZ RD D LAGUNA NIGUEL CA 92677 330920968 501(C)(3) 6450 PASSPORT AND IMPACT GRANTS SUPPORTING CTEEN AND RELIGIOUS SCHOOL TEMPLE BETH EL OF SOUTH ORANGE COUNTY 2A LIBERTY ALISO VIEJO CA 92656 953749325 501(C)(3) 6420 PASSPORT GRANT: RELIGIOUS SCHOOL & TEEN PROGRAM PARTICIPANT/S URJ CAMP NEWMAN 711 GRAND AVE STE 280 SAN RAFAEL CA 94901 131663143 501(C)(3) 5935 PASSPORT GRANT: JEWISH SUMMER CAMP PARTICIPANT/S 28 HOMECARE ASSISTANCE FOR HOLOCAUST SURVIVORS, LOW-INCOME SENIORS, AND LOW-INCOME FAMILIES, INCLUDING HOUSEKEEPING, MEDICAL AND DENTAL COSTS, MEALS, TRANSPORTATION, AND OTHER EMERGENCY ASSISTANCE 6100 815618 COHEN GRANT FOR JEWISH COLLEGE STUDENTS 3 1107 ROSE PROJECT GRANT: STUDENT SUBSIDY FOR JEWISH LEADERSHIP CONFERENCE 6 3435 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 CEO 229508 0 0 0 0 0 7890 0 12691 0 250089 0 0 0 ANDREW BRESLOW CFO 134641 0 0 0 0 0 7100 0 13505 0 155246 0 0 0 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 1,769. BAD DEBT EXPENSE -57,959.