JEWISH FEDERATION OF ORANGE COUNTY: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- JEWISH FEDERATION OF ORANGE COUNTY (EIN 95-2407026)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2018-11-14
- IRS object ID
- 201833189349310848
- Schema version
- 2016v3.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-14T17:08:15-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953322166 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KSJG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 SPECTRUM CENTER DRIVE STE 1000 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92618 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 952407026 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWISH FEDERATION AND FAMILY SERVICES | BusinessNameLine1Txt |
| Business Name Line2 | OF ORANGE COUNTY | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JEWI | BusinessNameControlTxt |
| Phone | 9494353484 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 FEDERATION WAY NO 210 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92603 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ARLENE MILLER | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 9494353484 | PhoneNum |
| Signature | 2018-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TASHA OTSUJI | PreparerPersonNm |
| PTIN | P00846495 | PTIN |
| Phone | 9492612808 | PhoneNum |
| Preparation | 2018-11-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 66.77.118.76 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-14 | IPDt |
| IP Tm | 10:38:38 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Federal Original Submission Id | 336882201731903d7e93 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-11-15 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | E87A7E6690F0BD5A91DBCCE0FBA696C3D1E51F8D | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 9E3B7125111A8A9C87ADCD21D6D5918010E83429 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Principal Officer | ARLENE MILLER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 FEDERATION WAY NO 210 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92603 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $11,685,358 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.JEWISHORANGECOUNTY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1966 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | WE CARE FOR PEOPLE IN NEED AND STRENGTHEN JEWISH COMMUNITY IN OC, ISRAEL, AND AROUND THE WORLD. | ActivityOrMissionDesc |
| Voting Members Governing Body | 25 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 25 | VotingMembersIndependentCnt |
| Total Employee | 61 | TotalEmployeeCnt |
| Total Volunteers | 395 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,489,437 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,554,848 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $105,160 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $190,415 | CYProgramServiceRevenueAmt |
| PY Investment Income | $289,553 | PYInvestmentIncomeAmt |
| CY Investment Income | $160,777 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$62,588 | PYOtherRevenueAmt |
| CY Other Revenue | -$52,991 | CYOtherRevenueAmt |
| PY Total Revenue | $5,821,562 | PYTotalRevenueAmt |
| CY Total Revenue | $6,853,049 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,413,543 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,705,224 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,242,362 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,345,533 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $455,000 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,680,624 | PYOtherExpensesAmt |
| CY Other Expenses | $1,589,417 | CYOtherExpensesAmt |
| PY Total Expenses | $7,336,529 | PYTotalExpensesAmt |
| CY Total Expenses | $6,640,174 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,514,967 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $212,875 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $10,887,663 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,443,545 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $598,921 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $772,572 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $10,288,742 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $10,670,973 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF THE ORGANIZATION IS TO BRING TOGETHER THE PEOPLE, THE PARTNERS AND THE RESOURCES TO CARE FOR PEOPLE IN NEED, TO BUILD A VIBRANT COMMUNITY AND TO SUSTAIN AND ENHANCE JEWISH LIFE. THE ORGANIZATION SUPPORTS JEWISH EDUCATION FOR ALL AGES; LIFELINES FOR PEOPLE IN CRISIS; TRANSPORATION, CARE AND CONNECTIONS FOR SENIORS; CAMPUS AND COMMUNITY LEADERSHIP DEVELOPMENT; THRIVING JEWISH CULTURE IN ORANGE COUNTY; AND STRONG BONDS WITH THE COMMUNITY IN ISRAEL. JFFS PROVIDES OUR COMMUNITY MEMBERS WITH NUMEROUS OPTIONS FOR SERVICE, PHILANTHROPY AND LEADERSHIP, AND OFFERS A RANGE OF HUMAN SERVICES AND EDUCATIONAL OPPORTUNITIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,921,248 | ExpenseAmt |
| Grant | $433,797 | GrantAmt |
| Revenue | $190,415 | RevenueAmt |
| Desc | THROUGH THE FAMILY SERVICES DIVISION, JFFS SOCIAL SERVICE PROGRAMS AND DIRECT FINANCIAL AID ENSURES THE QUALITY OF LIFE FOR THE MOST VULNERABLE MEMBERS OF THE COMMUNITY, INCLUDING SENIORS, CHILDREN AND YOUNG ADULTS WITH SPECIAL NEEDS, AND INDIVIDUALS AND FAMILIES IN CRISIS.LIFELINES EMERGENCY ASSISTANCE: 1,098 RECEIVED CRISIS CASE MANAGEMENT, INFORMATION AND REFERRAL, EMERGENCY FINANCIAL SERVICES AND/OR SERVICES THROUGH ADOPT A FAMILY.HOLOCAUST SURVIVOR SERVICES: 202 CLIENTS RECEIVED CARE MANAGEMENT, ASSISTANCE APPLYING FOR RESTITUTION AND SOCIALIZATION PROGRAMMING TO HELP THEM COPE WITH THE CHALLENGES OF AGING. THE PROGRAM REIMBURSED SURVIVORS FOR 23,539 HOURS OF HOME CARE SERVICES. 12 CAFE EUROPA EVENTS WERE HELD.CAREER COACHING: 150 CLIENTS WERE SERVED. OF THOSE, 52 RECEIVED CAREER AND THE REMAINING 98 ATTENDED ONE OR MORE CAREER WORKSHOPS. OF THOSE WHO RECEIVED CAREER COACHING, 27 ALSO RECEIVED FINANCIAL SELF-SUFFICIENCY COACHING. MENTAL HEALTH SERVES: 1,218 COUNSELING SESSIONS TO 209 CLIENTS, 126 GROUPS TO 93 INDIVIDUALS, AND 28 WORKSHOPS TO 704 INDIVIDUALS.TRANSPORTATION: 20,055 RIDES TO SENIORS, YOUNG ADULTS WITH DISABILITIES, CANCER PATIENTS, VISION IMPAIRED AND HOMELESS ADULTS. THIS PROGRAM RECEIEVED THE DAYLE MACINTOSH " APPLE OF OUR EYE AWARD" FOR OUTSTANDING CONTRIBUTIONS TOWARD IMPROVING THE LIVES OF ADULTS WITH DISABILITIES. MANDEL HOUSE: 6 ADULTS WITH DEVELOPMENTAL DISABILITIES RESIDE AT MANDEL HOUSE, A SERVICE-ENHANCED RESIDENTIAL HOME. CHICKEN SOUP FOR THE SILVER SOUL: A CARE CONFERENCE FOR FAMILIES NAVIGATING THE JOURNEY OF AGING; 467 ATTENDEES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,665,409 | ExpenseAmt |
| Grant | $499,503 | GrantAmt |
| Desc | COMMUNITY OUTREACH GRANTS AND INITIATIVES BUILT LEADERSHIP ON OUR COLLEGE CAMPUSES THROUGH ADVOCACY TRAINING, MENTORING, COMMUNITY OUTREACH GRANTS AND EXPERIENTIAL LEARNING, SERVING 3 COLLEGE CAMPUSES IN ORANGE COUNTY, SUPPORTING 10 STUDENT PROGRAMS AND ASSISTING 20 STUDENTS WITH GRANTS. OUTREACH INITIATIVES ALSO ENABLE COMMUNITY MEMBERS TO EXPLORE A RANGE OF JEWISH CULTURAL ACTIVITIES FOR ALL AGES, SUCH AS AN ANNUAL COMMUNITY CELEBRATION OF ISRAEL INDEPENDENCE DAY (A PARTNERSHIP OF JFFS WITH THE MERAGE JCC). OUTREACH INITIATIVES ALSO CONNECT OUR COMMUNITY WITH PEOPLE IN NEED IN ORANGE COUNTY, AROUND THE USA AND OVERSEAS; AND PROVIDE OUR JEWISH ORGANIZATIONS AND CONGREGATIONS WITH GRANTS FOR THEIR PROGRAMMING. JFFS SUPPORTED 21 JEWISH ORGANIZATIONAL AND CONGREGATIONAL PROGRAMS WITH GRANTS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,129,323 | ExpenseAmt |
| Grant | $497,888 | GrantAmt |
| Desc | EDUCATION GRANTS AND INITIATIVES SPAN ALL AGES AND DENOMINATIONS IN OUR COMMUNITY. EDUCATION GRANTS SUPPORT CAMPERSHIPS, AFTER-SCHOOL AND SUMMER EDUCATION PROGRAMS FOR YOUTH AND TEENS; JEWISH DAY SCHOOLS WHOSE STUDENT POPULATION RANGES FROM KINDERGARTEN THROUGH 12TH GRADE; JEWISH IDENTITY AND LEADERSHIP PREPARATION FOR TEENS; ADULT JEWISH LEARNING PROGRAMS; AND CONTINUING JEWISH EDUCATION FOR SENIORS. JFFS AWARDED 229 EDUCATIONAL GRANTS TO APPLICANTS, WITH AN AVERAGE GRANT OF $583 PER RECIPIENT, AND FUNDED 98% OF ALL REQUESTED GRANTS. PJ LIBRARY, SERVING CHILDREN FROM 6 MONTHS TO 8 YEARS OF AGE, AWARDED 15,233 BOOKS WITHIN THE YEAR TO 1426 HOUSEHOLDS WITH CHILDREN OF THAT AGE IN ORANGE COUNTY. READING PARTNERS, A VOLUNTEER LITERACY INITIATIVE, PLACED 64 VOLUNTEERS IN 70 K-3 CLASSROOMS IN 14 ORANGE COUNTY PUBLIC SCHOOLS, HELPING CHILDREN LEARN TO READ, SO THEY CAN READ TO LEARN. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,021,618 | ExpenseAmt |
| Grant | $274,036 | GrantAmt |
| Desc | OTHER GRANTS AND INITIATIVES SUPPORT ISRAEL ACTIVITIES ON CAMPUS, ENHANCE THE CULTURAL CONNECTION BETWEEN ORANGE COUNTY AND OUR SISTER COMMUNITIES IN ISRAEL. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,021,618 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $274,036 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $5,737,598 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 43 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 61 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 25 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 25 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDREW BRESLOW | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9494353484 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 FEDERATION WAY 210 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92603 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| YAEL ARONOFF | |||||||
| DIRECTOR | 0.40 | Yes (X) | $0 | $0 | $0 | ||
| ALEXANDRA MARS | |||||||
| DIRECTOR | 0.40 | Yes (X) | $0 | $0 | $0 | ||
| DAVID ELIEZRIE | |||||||
| DIRECTOR | 0.40 | Yes (X) | $0 | $0 | $0 | ||
| KENNETH BEARD | |||||||
| DIRECTOR | 0.40 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL STOLL | |||||||
| DIRECTOR | 0.40 | Yes (X) | $0 | $0 | $0 | ||
| FRANK ELLIS | |||||||
| DIRECTOR | 0.40 | Yes (X) | $0 | $0 | $0 | ||
| ADAM MILLER | |||||||
| DIRECTOR | 0.40 | Yes (X) | $0 | $0 | $0 | ||
| LISA GRIER | |||||||
| DIRECTOR | 0.40 | Yes (X) | $0 | $0 | $0 | ||
| HEATHER KLINE | |||||||
| DIRECTOR | 0.40 | Yes (X) | $0 | $0 | $0 | ||
| BLOSSOM SIEGEL | |||||||
| DIRECTOR | 0.40 | Yes (X) | $0 | $0 | $0 | ||
| SAM WYMAN | |||||||
| DIRECTOR | 0.40 | Yes (X) | $0 | $0 | $0 | ||
| DEBBIE MARGOLIS | |||||||
| PAST CHAIR | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| LORI REZNICK | |||||||
| VICE CHAIR | 0.40 | Yes (X) | $0 | $0 | $0 | ||
| LORI SCHWARTZ | |||||||
| VICE CHAIR | 0.40 | Yes (X) | $0 | $0 | $0 | ||
| JAMES WEISS | |||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK BERMAN | |||||||
| DIRECTOR | 0.40 | Yes (X) | $0 | $0 | $0 | ||
| HENRY COHEN | |||||||
| DIRECTOR | 0.40 | Yes (X) | $0 | $0 | $0 | ||
| HOWARD MIROWITZ | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DR HAROLD KRAVITZ | |||||||
| BOARD EMERITUS | 0.40 | Yes (X) | $0 | $0 | $0 | ||
| DEBORAH SIMINOU | |||||||
| DIRECTOR | 0.40 | Yes (X) | $0 | $0 | $0 | ||
| BERNIE LABOWITZ | |||||||
| VICE CHAIR | 0.40 | Yes (X) | $0 | $0 | $0 | ||
| STUART WOLFE | |||||||
| DIRECTOR | 0.40 | Yes (X) | $0 | $0 | $0 | ||
| RABBI PETER LEVI | |||||||
| DIRECTOR | 0.40 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN LEVINSTEIN | |||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| DANIEL KOBLIN | |||||||
| CHARIMAN | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| LAUREN GAVSHON | |||||||
| COO | 38.50 | $188,598 | $0 | $14,033 | Yes (X) | ||
| ANDREW BRESLOW | |||||||
| CFO | 38.50 | $134,946 | $0 | $18,667 | Yes (X) | ||
| ARLENE MILLER | |||||||
| CEO | 38.50 | $118,600 | $0 | $3,903 | Yes (X) | ||
| KATHLEEN MELLON | |||||||
| COMMUNITY PLANNING | 38.50 | $112,612 | $0 | $14,640 | Yes (X) | ||
| JAY EPSTEIN | |||||||
| DIRECTOR OF PHILANTHROPY | 38.50 | $125,571 | $0 | $9,900 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $680,327 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $61,143 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIFORNIA CHOICE | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 721 S PARKER ST 200 | AddressLine1Txt |
| City | ORANGE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92868 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | DENTAL | ServicesDesc |
| Compensation | $220,864 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $179,934 | FundraisingAmt |
| Government Grants | $531,179 | GovernmentGrantsAmt |
| All Other Contributions | $5,843,735 | AllOtherContributionsAmt |
| Noncash Contributions | $71,476 | NoncashContributionsAmt |
| Total Contributions | $6,554,848 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| SENIOR TRANSPORTATION | 624100 | $85,745 | $85,745 |
| SENIOR CARE MANAGEMENT | 624100 | $56,430 | $56,430 |
| CLIENT COUNSELING | 624100 | $48,240 | $48,240 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $190,415 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $138,475 | TotalRevenueColumnAmt |
| Exclusion | $138,475 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $3,150 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $3,150 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,150 | TotalRevenueColumnAmt |
| Exclusion | $3,150 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,585,941 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,563,639 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $22,302 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $22,302 | TotalRevenueColumnAmt |
| Exclusion | $22,302 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $203,164 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $179,934 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $268,670 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$65,506 | TotalRevenueColumnAmt |
| Exclusion | -$65,506 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $9,365 | TotalRevenueColumnAmt |
| Exclusion | $9,365 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $9,365 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,853,049 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $190,415 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $107,786 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,271,427 | TotalAmt |
| Program Services | $1,271,427 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $433,797 | TotalAmt |
| Program Services | $433,797 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $478,747 | TotalAmt |
| Program Services | $343,468 | ProgramServicesAmt |
| Management And General | $68,466 | ManagementAndGeneralAmt |
| Fundraising | $66,813 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,364,772 | TotalAmt |
| Program Services | $2,036,819 | ProgramServicesAmt |
| Management And General | $146,507 | ManagementAndGeneralAmt |
| Fundraising | $181,446 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,098 | TotalAmt |
| Program Services | $72,093 | ProgramServicesAmt |
| Management And General | $4,962 | ManagementAndGeneralAmt |
| Fundraising | $8,043 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $193,432 | TotalAmt |
| Program Services | $165,428 | ProgramServicesAmt |
| Management And General | $11,730 | ManagementAndGeneralAmt |
| Fundraising | $16,274 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $223,484 | TotalAmt |
| Program Services | $187,389 | ProgramServicesAmt |
| Management And General | $16,583 | ManagementAndGeneralAmt |
| Fundraising | $19,512 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,288 | TotalAmt |
| Program Services | $28,957 | ProgramServicesAmt |
| Management And General | $1,096 | ManagementAndGeneralAmt |
| Fundraising | $235 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,985 | TotalAmt |
| Program Services | $38,228 | ProgramServicesAmt |
| Management And General | $1,447 | ManagementAndGeneralAmt |
| Fundraising | $310 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,094 | TotalAmt |
| Program Services | $30,178 | ProgramServicesAmt |
| Management And General | $4,049 | ManagementAndGeneralAmt |
| Fundraising | $867 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,939 | TotalAmt |
| Program Services | $71,890 | ProgramServicesAmt |
| Management And General | $14,824 | ManagementAndGeneralAmt |
| Fundraising | $11,225 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,932 | TotalAmt |
| Program Services | $77,197 | ProgramServicesAmt |
| Management And General | $32,438 | ManagementAndGeneralAmt |
| Fundraising | $297 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $197,342 | TotalAmt |
| Program Services | $114,574 | ProgramServicesAmt |
| Management And General | $35,324 | ManagementAndGeneralAmt |
| Fundraising | $47,444 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $146,621 | TotalAmt |
| Program Services | $133,832 | ProgramServicesAmt |
| Management And General | $2,384 | ManagementAndGeneralAmt |
| Fundraising | $10,405 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,875 | TotalAmt |
| Program Services | $4,571 | ProgramServicesAmt |
| Management And General | $2,304 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,635 | TotalAmt |
| Program Services | $3,583 | ProgramServicesAmt |
| Management And General | $1,327 | ManagementAndGeneralAmt |
| Fundraising | $1,725 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $114,931 | TotalAmt |
| Program Services | $89,313 | ProgramServicesAmt |
| Management And General | $10,022 | ManagementAndGeneralAmt |
| Fundraising | $15,596 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,295 | TotalAmt |
| Program Services | $69,391 | ProgramServicesAmt |
| Management And General | $7,787 | ManagementAndGeneralAmt |
| Fundraising | $12,117 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| COMMUNITY DEVELOPMENT | $124,654 | $111,995 | $1,227 | $11,432 |
| EVENTS AND SPEAKERS | $119,972 | $111,426 | $8,546 | |
| CLIENT SERVICES | $117,365 | $117,365 | ||
| LICENSE AND FEES | $109,018 | $46,609 | $56,117 | $6,292 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $243,471 | TotalAmt |
| Program Services | $178,068 | ProgramServicesAmt |
| Management And General | $28,982 | ManagementAndGeneralAmt |
| Fundraising | $36,421 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,640,174 | TotalAmt |
| Program Services | $5,737,598 | ProgramServicesAmt |
| Management And General | $447,576 | ManagementAndGeneralAmt |
| Fundraising | $455,000 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $239,750 | BOYAmt |
| EOY | $444,021 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $523,000 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,666,202 | BOYAmt |
| EOY | $937,967 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $382,362 | BOYAmt |
| EOY | $305,782 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $200,000 | BOYAmt |
| EOY | $200,000 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,546 | BOYAmt |
| EOY | $111,477 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,183,626 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $452,991 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,014,789 | BOYAmt |
| EOY | $1,730,635 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,745,705 | BOYAmt |
| EOY | $5,429,031 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,549,309 | BOYAmt |
| EOY | $1,761,632 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,887,663 | BOYAmt |
| EOY | $11,443,545 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $344,326 | BOYAmt |
| EOY | $629,233 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $254,595 | BOYAmt |
| EOY | $143,339 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $598,921 | BOYAmt |
| EOY | $772,572 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,706,265 | BOYAmt |
| EOY | $1,240,203 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,883,798 | BOYAmt |
| EOY | $7,687,638 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $698,679 | BOYAmt |
| EOY | $1,743,132 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,288,742 | BOYAmt |
| EOY | $10,670,973 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,887,663 | BOYAmt |
| EOY | $11,443,545 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $212,875 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $194,133 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$24,777 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,554,035 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,863,217 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,988,209 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,489,437 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,554,848 | CurrentTaxYearAmt |
| Total | $37,449,746 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,554,035 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,863,217 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,988,209 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,489,437 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,554,848 | CurrentTaxYearAmt |
| Total | $37,449,746 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $219,659 | SubstantialContributorsTotAmt |
| Public Support Total170 | $37,230,087 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $73,764 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $90,387 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $92,983 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $319,376 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $160,777 | CurrentTaxYearAmt |
| Total | $737,287 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $38,187,033 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $674,718 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.97490 | PublicSupportCY170Pct |
| Public Support PY170 | 0.95390 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,530,809 | BeginningYearBalanceAmt |
| Contributions | $215,000 | ContributionsAmt |
| Investment Earnings Or Losses | $322,442 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $80,500 | OtherExpendituresAmt |
| End Year Balance | $1,987,751 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,662,277 | BeginningYearBalanceAmt |
| Contributions | $293 | ContributionsAmt |
| Investment Earnings Or Losses | -$51,351 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $80,410 | OtherExpendituresAmt |
| End Year Balance | $1,530,809 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,679,153 | BeginningYearBalanceAmt |
| Contributions | $348 | ContributionsAmt |
| Investment Earnings Or Losses | $58,830 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $76,054 | OtherExpendituresAmt |
| End Year Balance | $1,662,277 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,482,891 | BeginningYearBalanceAmt |
| Contributions | $66,486 | ContributionsAmt |
| Investment Earnings Or Losses | $200,017 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $70,241 | OtherExpendituresAmt |
| End Year Balance | $1,679,153 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,309,486 | BeginningYearBalanceAmt |
| Contributions | $77,065 | ContributionsAmt |
| Investment Earnings Or Losses | $147,217 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $50,877 | OtherExpendituresAmt |
| End Year Balance | $1,482,891 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.12000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.88000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $749,621 | OtherCostOrOtherBasisAmt |
| Book Value | $749,621 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $663,809 | OtherCostOrOtherBasisAmt |
| Depreciation | $26,204 | DepreciationAmt |
| Book Value | $637,605 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $44,250 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,393 | DepreciationAmt |
| Book Value | $33,857 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $174,027 | OtherCostOrOtherBasisAmt |
| Depreciation | $155,351 | DepreciationAmt |
| Book Value | $18,676 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $551,919 | OtherCostOrOtherBasisAmt |
| Depreciation | $261,043 | DepreciationAmt |
| Book Value | $290,876 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,730,635 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| BENEFICIAL INTERESTS IN ASSETS AT JCF | $1,743,132 |
| CEMETARY PLOTS | $15,000 |
| DONATED ASSETS | $3,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,761,632 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED REVENUE | $43,339 |
| LINE OF CREDIT | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $143,339 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $7,022,405 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $194,133 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$24,777 | OtherRevenueAmt |
| Revenue Not Reported | $169,356 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,853,049 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $6,853,049 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,640,174 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $6,640,174 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,640,174 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 X, LINE 2: | THE ORGANIZATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("IRC") AND SECTION 23701(D) OF THE CALIFORNIA TAX CODE. CONSEQUENTLY, THE ACCOMPANYING FINANCIAL STATEMENTS DO NOT REFLECT ANY PROVISIONS FOR INCOME TAXES. THE ORGANIZATION USES THE SAME ACCOUNTING METHODS FOR TAX AND FINANCIAL REPORTING. CONTRIBUTIONS TO THE ORGANIZATION ARE DEDUCTIBLE FOR TAX PURPOSES UNDER SECTION 170(C)(2) OF THE IRC. THE ORGANIZATION IS NOT A PRIVATE FOUNDATION. ASC 740, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, PROVIDES ACCOUNTING AND DISCLOSURE GUIDANCE ABOUT POSITIONS TAKEN BY AN ORGANIZATION IN ITS TAX RETURNS THAT MIGHT BE UNCERTAIN. MANAGEMENT HAS CONSIDERED ITS TAX POSITIONS AND BELIEVES THAT ALL OF THE POSITIONS TAKEN BY THE ORGANIZATION IN ITS FEDERAL AND STATE EXEMPT ORGANIZATION TAX RETURNS ARE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF BENEFICIAL INTEREST -24,777. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | WOMAN PHILANTHROPY | Event1Nm |
| Gross Receipts Event1 | $235,523 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $117,313 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $118,210 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $33,583 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $63,431 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $15,906 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $19,182 | OtherDirectExpensesEvent1Amt |
| Event2 | SOLOMON SOCIETY | Event2Nm |
| Gross Receipts Event2 | $116,140 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $49,480 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $66,660 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $36,643 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $31,394 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $38,193 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $9,540 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $31,435 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $13,141 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $18,294 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $2,065 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $13,331 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $2,470 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $2,932 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $383,098 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $179,934 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $203,164 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $72,291 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $108,156 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $56,569 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $31,654 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $268,670 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$65,506 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (29 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| BUREAU OF JEWISH EDUCATION (BJE) | |||||||
| 1 FEDERATION WAY SUITE 205 | IRVINE | CA | 92603 | 953740563 | 501(C)(3) | $12,885 | SUPPORT JEWISH YOUTH EDUCATION |
| THE JEWISH FEDERATIONS OF NORTH AMERICA (JFNA) | |||||||
| 25 BROADWAY SUITE 1700 | NEW YORK | NY | 10004 | 131624240 | 501(C)(3) | $397,932 | SUPPORT OF JEWISH PHILANTHROPY AND EDUCATION |
| TARBUT V'TORAH DAY SCHOOL | |||||||
| 5 FEDERATION WAY | IRVINE | CA | 92603 | 953374189 | 501(C)(3) | $107,500 | SUPPORT OF JEWISH DAY SCHOOL |
| CHABAD CYPRESS | |||||||
| 12340 SEAL BEACH BLVD STE B219 | SEAL BEACH | CA | 90740 | 201413896 | 501(C)(3) | $15,669 | COMMUNITY PROGRAMS |
| CHABAD IRVINE | |||||||
| 5010 BARRANCA PKWY | IRVINE | CA | 92604 | 330886313 | 501(C)(3) | $8,070 | SUPPORT OF JEWISH EDUCATION |
| CHABAD OF LAGUNA NIGUEL | |||||||
| 27631 LA PAZ RD D | LAGUNA NIGUEL | CA | 92677 | 330920968 | 501(C)(3) | $7,660 | SUPPORT OF JEWISH EDUCATION |
| CHABAD OF MISSION VIEJO | |||||||
| 24041 MARGUERITE PKWY | MISSION VIEJO | CA | 92691 | 330673282 | 501(C)(3) | $31,786 | SUPPORT OF JEWISH EDUCATION |
| CHABAD OF NORTH IRVINE | |||||||
| 5410 TRABUCO RD SUITE 130 | IRVINE | CA | 92620 | 461018574 | 501(C)(3) | $1,000 | SUPPORT OF JEWISH EDUCATION |
| CHABAD OF SAN CLEMENTE | |||||||
| 1306 N EL CAMINO REAL | SAN CLEMENTE | CA | 92672 | 202889460 | 501(C)(3) | $6,500 | SUPPORT OF JEWISH EDUCATION |
| CHABAD AT UCI | |||||||
| 12 OXFORD | IRVINE | CA | 92612 | 330886313 | 501(C)(3) | $18,000 | SUPPORT JEWISH LIFE ON CAMPUS |
| ORANGE COUNTY COMMUNITY SCHOLAR PROGRAM | |||||||
| 5 SHASTA | IRVINE | CA | 92612 | 460478495 | 501(C)(3) | $23,641 | COMMUNITY EDUCATION OF JEWISH TOPIC |
| CONGREGATION B'NAI ISRAEL | |||||||
| 2111 BRYAN | TUSTIN | CA | 92782 | 953680172 | 501(C)(3) | $7,420 | SUPPORT OF JEWISH EDUCATION |
| EZRA CENTER | |||||||
| 1770 WEST CERRITOS AVE | ANAHEIM | CA | 92804 | 202927498 | 501(C)(3) | $18,000 | SUPPORT OF SENIORS IN NORTH OC |
| FRIENDSHIP CIRCLE | |||||||
| 2865 EAST COAST HIGHWAY SUITE 340 | CORONA DEL MAR | CA | 92625 | 113797166 | 501(C)(3) | $30,000 | COMMUNITY PROGRAMS |
| HEBREW ACADEMY | |||||||
| 14401 WILLOW LANE | HUNTINGTON BEACH | CA | 92647 | 330688036 | 501(C)(3) | $55,000 | SUPPORT OF JEWISH EDUCATION |
| HILLEL FOUNDATION OF OC | |||||||
| 1 FEDERATION WAY SUITE 210 | IRVINE | CA | 92603 | 521844823 | 501(C)(3) | $118,158 | SUPPORT JEWISH LIFE ON CAMPUS |
| IRVINE HEBREW DAY SCHOOL | |||||||
| 3880 MICHELSON DR | IRVINE | CA | 92612 | 465538235 | 501(C)(3) | $4,500 | SUPPORT OF JEWISH EDUCATION |
| JEWISH COLLABORATIVE OF OC | |||||||
| 2913 EL CAMINO REAL 701 | TUSTIN | CA | 92782 | 364844121 | 501(C)(3) | $6,000 | COMMUNITY PROGRAMS |
| MERAGE JCC | |||||||
| 1 FEDERATION WAY SUITE 200 | IRVINE | CA | 92603 | 330016661 | 501(C)(3) | $193,500 | COMMUNITY PROGRAMS |
| SHEVET TAPUZ ISRAELI SCOUTS | |||||||
| 46 FOXHILL | IRVINE | CA | 92604 | 271444394 | 501(C)(3) | $23,700 | SUPPORT JEWISH SCOUTS |
| TEMPLE BAT YAHM | |||||||
| 1011 CAMELBACK | NEWPORT BEACH | CA | 92660 | 952875578 | 501(C)(3) | $15,380 | COMMUNITY PROGRAMS |
| TEMPLE BETH EL OF SOUTH OC | |||||||
| 2A LIBERTY | ALISO VIEJO | CA | 92656 | 953749325 | 501(C)(3) | $4,670 | SUPPORT OF JEWISH EDUCATION |
| TEMPLE BETH TIKVAH | |||||||
| 1600 N ACACIA AVE | FULLERTON | CA | 92831 | 952367005 | 501(C)(3) | $8,945 | SUPPORT OF JEWISH EDUCATION |
| UNIVERSITY SYNAGOGUE | |||||||
| 3400 MICHAELSON | IRVINE | CA | 92612 | 330254944 | 501(C)(3) | $11,420 | SUPPORT FOR RELIGIOUS SCHOOL |
| HEBREW UNION COLLEGE-JEWISH INSTITUTE OF RELIGION | |||||||
| 3101 CLIFTON AVE | CINCINNATI | OH | 45220 | 310537067 | 501(C)(3) | $13,500 | GRANT FOR CANTORIAL STUDIES |
| CAMP RAMAH | |||||||
| 17525 VENTURA BLVD 201 | ENCINO | CA | 91316 | 951843131 | 501(C)(3) | $5,000 | SUPPORT JEWISH CAMP |
| UNION OF REFORM JUDAISM - NFTY | |||||||
| 46 BOWEN RD | WARWICK | NY | 10990 | 131663143 | 501(C)(3) | $5,000 | SUPPORT OF JEWISH EDUCATION |
| CONGREGATION SHIR HA-MA'A LOT | |||||||
| 3652 MICHELSON DR | IRVINE | CA | 92612 | 952559118 | 501(C)(3) | $7,065 | SUPPORT FOR RELIGIOUS SCHOOL |
| AEPI FOUNDATION | |||||||
| 8815 WESLEYAN RD | INDIANAPOLIS | IN | 46268 | 330393342 | 501(C)(3) | $6,058 | STUDENT SUBSIDIES FOR NATIONAL CONFERENCE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 29 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (7 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| HOUSEKEEPING ASSISTANCE | 63 | $228,358 |
| MEDICAL | 7 | $2,067 |
| PERSONAL AND NURSING CARE | 28 | $185,968 |
| MEAL ASSISTANCE | 39 | $12,265 |
| EMERGENCY ASSISTANCE | 6 | $2,655 |
| TRANSPORTATION | 2 | $44 |
| DENTAL PROGRAM | 3 | $2,440 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | EACH GRANTEE IS REQUIRED TO SUBMIT FINANCIAL STATEMENTS TO THE ORGANIZATION'S PLANNING & FUNDING COUNSUL (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 FEDERATION'S PFC. THE FINAL REPORT MUST INCLUDE A FINANCIAL COMPARISON OF PROPOSED VS. ACTUAL EXPENSES. ANY SUBSTANTIAL CHANGES IN THE PROPOSAL OF 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 COMMITEE OF THE BOARD BY THE PFC. |
| PART IV - ADDITIONAL SUPPLEMENTAL INFORMATION: | THE ORGANIZATION REPORTS GRANTS ON SCHEDULE I TO THE JEWISH FEDERATIONS OF NORTH AMERICA (JFNA), WHICH IS A 501(C)(3) DOMESTIC U.S. CHARITY. A PORTION OF THESE GRANTS IS USED BY JFNA TO FUND OVERSEAS PROGRAMS. JFNA AND ITS AFFILIATED SUBSIDIARY, THE UNITED ISRAEL APPEAL (UIA), REPORT ON THEIR RESPECTIVE FORM 990S AND DETAILED SCHEDULE F ALL FUNDS TRANSMITTED THROUGH EACH ORGANIZATION TO OVERSEAS PROGRAMS ON BEHALF OF JEWISH FEDERATIONS AND AFFILIATED FOUNDATIONS AND, IN COMPLIANCE WITH IRS REGULATIONS AND THE PENSION PROTECTION ACT, MONITOR AND REPORT ON THE USE OF FUNDS GRANTED TO FOREIGN CHARITABLE GROUPS TO ASSURE THAT CHARITABLE FUNDS SENT OVERSEAS ON BEHALF OF THE FEDERATIONS MOVEMENT ARE USED FOR PERMISSIBLE CHARITABLE PURPOSES. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Discretionary Spending Acct | Yes (X) | DiscretionarySpendingAcctInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | Yes (1) | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LAUREN GAVSHON | ||||||||||||||
| COO | $188,598 | $0 | $0 | $0 | $0 | $0 | $9,430 | $0 | $4,603 | $0 | $202,631 | $0 | $0 | $0 |
| ANDREW BRESLOW | ||||||||||||||
| CFO | $134,946 | $0 | $0 | $0 | $0 | $0 | $7,000 | $0 | $11,667 | $0 | $153,613 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 5 | FormAndLineReferenceDesc |
| Explanation | THE CEO & PRESIDENT RECEIVE A BONUS CONTINGENT ON EXCEEDING BUDGETED CAMPAIGN FUND-RAISING REVENUE. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 9 | ContributionCnt |
| Noncash Contributions Rpt F990 | $38,373 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | PROCEEDS FROM SALE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | GIFT CARDS | Desc |
| Contribution | 0 | ContributionCnt |
| Noncash Contributions Rpt F990 | $33,103 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | NOMINAL VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 CONTRIBUTION 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 ENTITILED TO ONE VOTE AT ANY MEETING OF THE MEMBERS. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE MEMBERS ELECT GOVERNING BODY, THE BOARD OF DIRECTORS, PER THE BY-LAWS AT AN ANNUAL MEETING. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE MEMBERS APPROVE THE ELECTION OF THE BOARD MEMBERS AND ANY CHANGES TO THE BY-LAWS. |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 HAS BEEN REVIEWED BY THE CFO IN DETAIL BEFORE IT WAS FILED WITH THE IRS. THE FINANCE COMMITTEE REVIEWED THE FORM 990 AFTER IT WAS FILED WITH THE IRS. THE POLICY GOING FORWARD IS TO MAKE THE FORM 990 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 GUIDELINES ARE REVIEWED WITH BOARD MEMBERS AT THE BEGINNING OF EACH FISCAL YEAR. AT THAT TIME EACH MEMBER OF THE BOARD OF DIRECTORS AND EACH STAFF MEMBER IS ASKED TO COMPLETE AND SIGN THE CONFLICT OF INTEREST POLICY. THE CFO GATHERS THE COMPLETED AND SIGNED POLICIES AND REVIEWS EACH OF THEM FOR COMPLETENESS AND COMPLIANCE. |
| 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 ORGANIZATION, JEWISH FEDERATION 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 | SEE SCHEDULE O |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF BENEFICIAL INTEREST -24,777. |
| FORM 990, PART XII, LINE 2C: | THE FINANCE COMMITTEE OVERSEES THE ANNUAL AUDIT AND MEETS WITH THE INDEPEDENT AUDITORS TO REVIEW THE ANNUAL FINANCIAL STATEMENTS BEFORE THEY ARE PUBLISHED. |
| AMENDED RETURN EXPLANATION; HEADING ITEM B | WE ARE AMENDING THE 2016 FORM 990. THE RETURN IS BEING AMENDED TO MATCH THE AUDITED FINANCIAL STATEMENTS THAT WERE ISSUED AFTER THE RETURN WAS ORIGINALLY FILED AND ALSO TO CORRECT THE REPONSE TO THE 990 REVIEW PROCEDURES IN PART VI. THE FOLLOWING PARTS AND SCHEDULES CHANGED AS A RESULT OF THE AMENDMENT: FORM 990 PART VI, SECTION B, LINE 11A - CHANGED TO CHECK THE BOX "NO" FORM 990 PART VI, SECTION B, LINE 11B - UPDATED SCH. O DESCRIPTION OF FORM 990 REVIEW PROCESS FORM 990 PART X BALANCE SHEET, LINES 1 & 17 - THERE WAS A RECLASSIFICATION ON THE FINAL AUDITED FINANCIAL STATEMENTS BETWEEN CASH AND ACCOUNTS PAYABLE IN THE AMOUNT OF $160,211. THESE LINES HAVE BEEN UPDATED TO REFLECT THIS RECLASSIFICATION AND MATCH THE FINANCIAL STATEMENTS. FORM 990 PART X BALANCE SHEET, LINES 27-29 - THERE WAS A RECLASSIFICATION ON THE FINAL AUDITED FINANCIAL STATEMENTS IN THE TYPES OF NET ASSETS. THESE LINES HAVE BEEN UPDATED TO REFLECT THIS RECLASSIFICATION AND MATCH THE FINANCIAL STATEMENTS. IN ADDITION, SCH. D SHOWS AN ADJUSTMENT TO THE ENDOWMENT FUNDS SECTION THAT WAS NECESSARY TO REFLECT THESE NET ASSET DESIGNATIONS AND UPDATE THE BOARD DESIGNATED AND PERMANENTLY DESIGNATED PERCENTAGES. FORM 990 PART VIII LINE 1G - CHANGED TO INCLUDE STOCK DONATIONS RECEIVED IN TOTAL OF $38,373 THAT WERE NOT LISTED AS NONCASH CONTRIBUTIONS ON THE ORIGINALLY FILED RETURN. TOTAL CONTRIBUTIONS DID NOT CHANGE, ONLY THE AMOUNT OF CASH VS. NONCASH. IN ADDITION, SCH. M WAS UPDATED TO DISCLOSE THE STOCK DONATIONS RECEIVED DURING 2016. |
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