2018-11-13T18:12:11-06:00 2017-12-31 420714325 RSM US LLP 2375 EAST CAMELBACK ROAD SUITE 300 PHOENIX AZ 85016 990 2017-01-01 453910992 THE JEWISH COMMUNITY ASSOCIATION OF GREATER PHOENIX JEWI 4804837121 12701 N SCOTTSDALE ROAD STE 201 SCOTTSDALE AZ 85254 MARTY HABERER EXECUTIVE DIRECTOR 4804837121 2018-11-13 1 BROOKE WILSON P01359686 6026366000 108.171.130.189 2018-11-13 17:11:15 US P 0B2ACB6C74DCECF67DB36DF19E9E321C7110357B 11CD0EA20854E55FB795E3AD6E534E23EE285E83 2017 2019-02-21 02:37:17Z JEWISH FEDERATION OF GREATER PHOENIX MARTY HABERER 12701 N SCOTTSDALE ROAD STE 201 SCOTTSDALE AZ 85254 6690234 0 X WWW.JEWISHPHOENIX.ORG X 2011 AZ FUNDRAISING TO SUPPORT OTHER NONPROFIT ORGANIZATIONS AND OVERSIGHT/MANAGEMENT OF THE JEWISH COMMUNITY CAMPUS. 27 23 25 250 0 0 4689378 4892020 1478604 1503159 2346 405 566238 41472 6736566 6437056 1886211 2079323 0 0 2078323 1447224 7500 7500 672990 2866598 3287213 6838632 6821260 -102066 -384204 32700369 32278292 5657095 5619222 27043274 26659070 X OUR MISSION IS TO STRENGTHEN AND SUSTAIN A VIBRANT, INCLUSIVE COMMUNITY THAT ENRICHES LIVES THROUGH JEWISH VALUES, INNOVATION AND STEWARDSHIP. 0 0 5253243 2079323 6437056 IN 2017, THE ASSOCIATION CONTINUED TO EXPERIENCE AN INCREASE IN DONORS AND VOLUNTEERS LEADING TO BROADENED ENGAGEMENT IN OUR LOCAL JEWISH COMMUNITY. THE ASSOCIATION CONTINUED TO SERVE THE LOCAL AND INTERNATIONAL JEWISH COMMUNITY. THE CAMPAIGN FOR JEWISH NEEDS IS THE ANNUAL FUNDRAISING CAMPAIGN OF THE JEWISH COMMUNITY ASSOCIATION. THE CAMPAIGN RAISED MORE THAN $3.4 MILLION, WHICH WAS DISTRIBUTED TO ORGANIZATIONS AND PROGRAMS THAT HELP ENGAGE THOSE IN NEED AND/OR ENHANCE JEWISH LIFE IN GREATER PHOENIX. DURING 2017, THE ASSOCIATION APPROVED ALLOCATIONS TOTALING $1.8 MILLION TO ORGANIZATIONS, WHICH BENEFITED MORE THAN 30 JEWISH PROGRAMS, LOCALLY, NATIONALLY, IN ISRAEL AND OVERSEAS. MORE THAN 1500 COMMUNITY MEMBERS ATTENDED THE ASSOCIATION'S LARGE-SCALE EVENT - THE ANNUAL MEETING AND THE ANNUAL MEGA EVENT. WOMEN'S PHILANTHROPY DREW MORE THAN 300 PARTICIPANTS TO EDUCATIONAL, OUTREACH, AND FUNDRAISING EVENTS, INCLUDING THE LION OF JUDAH AND POMEGRANATE DIVISION EVENTS, AS WELL AS THE FALL AND HANUKKAH PROGRAMS. IN ADDITION, THE INAUGURAL WOMEN'S PHILANTHROPY LEAGUE ENGAGED 24 WOMEN IN A YEAR-LONG+ PROGRAM OF HANDS-ON VOLUNTEERING IN SOCIAL SERVICE. 5253243 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 1 1 0 0 1 0 1 0 0 0 0 0 1 0 0 1 0 0 0 1 1 1 1 0 0 1 37 0 1 25 1 0 0 0 0 0 1 1 0 0 0 0 X 27 23 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 AZ X HOWARD SCKOLNIK 4804837121 12701 N SCOTTSDALE ROAD STE 201 SCOTTSDALE AZ 85254 STEVEN SCHWARZ DIRECTOR 1.00 X 0 0 0 ROBERT SILVER DIRECTOR 1.00 X 0 0 0 MARK FELDMAN CO-CHAIR 1.00 X 0 0 0 JONATHAN HOFFER DIRECTOR 1.00 X 0 0 0 MORRIE AARON TREASURER 1.00 X X 0 0 0 JOEL KRAMER DIRECTOR 1.00 X 0 0 0 DAVID WEINER CO-CHAIR 1.00 X 0 0 0 HOWARD CABOT DIRECTOR 1.00 X 0 0 0 ADAM GOODMAN DIRECTOR 1.00 X 0 0 0 RUDY TROISI DIRECTOR 1.00 X 0 0 0 DON SCHON DIRECTOR 1.00 X 0 0 0 ESTHER SCHON DIRECTOR 1.00 X 0 0 0 CYNDI ROSENTHAL DIRECTOR 1.00 X 0 0 0 IRWIN KANEFSKY DIRECTOR 1.00 X 0 0 0 BARRY MARKSON SECRETARY 1.00 X X 0 0 0 JONNY BASHA DIRECTOR 1.00 X 0 0 0 ANITA GUTKIN DIRECTOR 1.00 X 0 0 0 SALLY OSCHERWITZ DIRECTOR 1.00 X 0 0 0 JULEE LANDAU-SHAHON DIRECTOR 1.00 X 0 0 0 DEAN SCHEINERT DIRECTOR 1.00 X 0 0 0 DAVID SCHUMAN DIRECTOR 1.00 X 0 0 0 JAMI SCHULMAN DIRECTOR 1.00 X 0 0 0 BETH JO ZEITZER DIRECTOR 1.00 X 0 0 0 GEORGE GOFFMAN DIRECTOR 1.00 X 0 0 0 HOWARD SCKOLNIK CFO 35.00 15.00 X X 82235 44281 16666 MARTY HABERER CEO 50.00 0.00 X X 181529 0 16627 DANIELLE GROSS DIRECTOR 1.00 X 0 0 0 BENJAMIN ELLIS DIRECTOR 1.00 X 0 0 0 ALAN ZEICHICK DIRECTOR 1.00 X 0 0 0 STUART WACHS FORMER CEO 40.00 X 199230 0 29892 462994 44281 63185 2 1 1 0 REPUBLIC WEST REMODELING 8101 E MCDOWELL RD 205 SCOTTSDALE AZ 85257 CONSTRUCTION 312497 OPENWORKS 4742 N 24TH ST PHOENIX AZ 85016 JANITORIAL 274396 PARAGON SERVICES LLC 1550 EAST MARYLAND AVE PHOENIX AZ 85014 BUILDING ENGINEERS 196631 SCOTTSDALE SOLAR HOLDING 5055 N 32ND ST PHOENIX AZ 85018 ENERGY 176689 4 15000 4877020 296579 4892020 FACILITY CHARGES 532000 1503159 1503159 1503159 405 405 185746 15000 253178 -67432 -67432 MISC INCOME 900099 108904 108904 108904 6437056 1612063 0 -67027 2079323 2079323 200000 50000 50000 100000 1006817 555181 321073 130563 24100 4961 11475 7664 85919 50686 23614 11619 130388 63598 41136 25654 17366 17366 35000 35000 7500 7500 625 625 37313 29626 7687 107220 4011 67486 35723 1345262 1345262 17471 17471 402132 46020 58596 297516 142025 142025 1076616 1042201 34415 25951 12000 13951 80232 31168 49064 6821260 5253243 895027 672990 315666 861224 998333 872817 41657 -122850 80684 49898 41766791 12177333 29999352 29589458 1264677 1027745 32700369 32278292 1143670 765373 28592 47250 4276365 3847768 208468 958831 5657095 5619222 X 26544245 26073389 499029 585681 27043274 26659070 32700369 32278292 -384204 0 X 0 1 X 0 0 X 3107177 6407709 4956096 4689378 4892021 24052381 3107177 6407709 4956096 4689378 4892021 24052381 3257673 20794708 14196 26615 8663 2346 405 52225 5893 5893 2659 19147 127577 539441 108904 797728 24908227 8157913 0.83490 0.85760 X 10187000 10187000 27623555 9120304 18503251 3956236 3057029 899207 29589458 CAPITAL LEASE OBLIGATIONS 50152 DUE TO RELATED PARTY 633679 LINE OF CREDIT 275000 958831 X PART X, LINE 2: THE ORGANIZATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY INCOME TAX POSITIONS TAKEN, AND, AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. X X X X X 1 SIEGEL MARKETING GROUP 1845 N FARWELL AVE STE 300 MILWAUKEE WI 53202 PHONE CALLS 0 46813 8020 -8020 46813 8020 -8020 WOMEN'S IGNITION 34849 15000 19849 15416 36808 NOWGEN 14586 0 14586 2288 15 151311 151311 25000 173666 200746 15000 185746 40416 212762 253178 -67432 1 VALLEY OF THE SUN JEWISH COMMUNITY CENTER 12701 N SCOTTSDALE ROAD 203 SCOTTSDALE AZ 85254 860622258 501(C)(3) 490195 LOCAL SUPPORT JEWISH FEDERATIONS OF NORTH AMERICA 25 BROADWAY SUITE 1700 NEW YORK NY 100041010 131624240 501(C)(3) 345000 LOCAL AND OVERSEAS PROGRAM SUPPORT JEWISH FAMILY & CHILDREN SERVICES 4220 N 20TH AVE PHOENIX AZ 85012 860096781 501(C)(3) 275600 LOCAL SUPPORT EAST VALLEY JCC 908 N ALMA SCHOOL RD CHANDLER AZ 85224 860618301 501(C)(3) 74340 LOCAL SUPPORT HILLEL AT ASU 1012 SOUTH MILL AVE TEMPE AZ 85281 866053800 501(C)(3) 125600 LOCAL SUPPORT BUREAU OF JEWISH EDUCATION 12701 N SCOTTSDALE ROAD 206 SCOTTSDALE AZ 85254 860560654 501(C)(3) 56000 LOCAL SUPPORT PARDES JEWISH DAY SCHOOL 12701 N SCOTTSDALE ROAD SCOTTSDALE AZ 85254 860969657 501(C)(3) 49005 LOCAL SUPPORT GESHER DISABILITY RESOURCES 12701 N SCOTTSDALE ROAD STE 205 SCOTTSDALE AZ 85254 860626273 501(C)(3) 30330 LOCAL SUPPORT VALLEY BEIT MIDRASH 4645 E MARILYN RD PHOENIX AZ 85032 455443715 501(C)(3) 20700 LOCAL SUPPORT PHOENIX HEBREW ACADEMY 515 E BETHANY HOME RD PHOENIX AZ 85012 860199058 501(C)(3) 21945 LOCAL SUPPORT TORAH DAY SCHOOL 1118 W GLENDALE AVE PHOENIX AZ 85021 273219251 501(C)(3) 33000 LOCAL SUPPORT BBYO 12701 N SCOTTSDALE ROAD 203 SCOTTSDALE AZ 85254 311794932 501(C)(3) 10000 LOCAL SUPPORT THE FRIENDSHIP CIRCLE AND SMILE ON SENIORS 2110 EAST LINCOLN DRIVE PHOENIX AZ 85016 860441056 501(C)(3) 18500 LOCAL SUPPORT SHE'ARIM GIRLS HIGH SCHOOL 715 E SIERRA VISTA DR PHOENIX AZ 85014 412211077 501(C)(3) 5280 LOCAL SUPPORT JEWISH GENETIC SCREENING 12701 N SCOTTSDALE ROAD 203 SCOTTSDALE AZ 85254 860441056 501(C)(3) 5600 LOCAL SUPPORT ISRAELI AMERICAN COUNCIL 5900 CANOGA AVE STE 390 WOODLAND HILLS CA 91367 223951652 501(C)(3) 45000 LOCAL SUPPORT MOISHE HOUSE 441 SAXONY ROAD ENCINITAS CA 92024 262599786 501(C)(3) 25000 LOCAL SUPPORT 17 0 PART I, LINE 2: THE ORGANIZATION ONLY ISSUES GRANTS TO 501(C)(3) ORGANIZATIONS - POST GRANT MONITORING IS NOT CONSIDERED NECESSARY. X 1 0 X X 1 0 0 0 0 0 0 0 0 MARTY HABERER CEO 181529 0 0 0 0 0 5642 0 10985 0 198156 0 0 0 STUART WACHS FORMER CEO 19257 0 0 0 179973 0 12601 0 17291 0 229122 0 0 0 PART I, LINE 1A THE CEO ALONG WITH ALL OTHER JEWISH COMMUNITY ASSOCIATION OF GREATER PHOENIX EMPLOYEES RECEIVE A FREE MEMBERSHIP AT THE VOSJCC, WHICH IS IN THE VOSJCC NORMAL COURSE OF BUSINESS. PART I, LINE 4A STUART WACHS, FORMER CEO, RECEIVED A SEVERANCE PAYMENT. DAVID WEINER BOARD MEMBER/SECRETARY 542164 INSURANCE BROKER - BECAUSE THE COMMISSION PORTION IS UNKNOWN, THE AMOUNT REPORTED IS THE TOTAL PREMIUMS PAID TO THE INSURANCE COMPANIES ON THE POLICIES FOR WHICH HE IS THE BROKER. 0 ADAM GOODMAN BOARD MEMBER 58373 SOLD FURNITURE TO THE ORGANIZATION 0 RUDY TRIOSI BOARD MEMBER 10264 BACKGROUND CHECKS 0 ROBERT SILVER BOARD MEMBER 2304 ANNUAL MAINTENANCE SERVICES 0 X 46 296579 FMV 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 DAVID WEINER, ADAM GOODMAN, RUDY TRIOSI, AND ROBERT SILVER HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE RETURN IS REVIEWED BY THE ORGANIZATION'S CFO, TREASURER, CEO AND CO-CHAIRS PRIOR TO FILING AND WILL BE PRESENTED TO THE BOARD AT ITS DECEMBER BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 12C ALL OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE REQUIRED TO FILL OUT A CONFLICT OF INTEREST FORM ANNUALLY. THE FORMS ARE REVIEWED INITIALLY BY THE CFO FOR POTENTIAL CONFLICTS. ANY POTENTIAL CONFLICTS ARE REVIEWED BY THE BOARD OF DIRECTORS. ANY PERSON WITH A CONFLICT IS RESTRICTED FROM VOTING ON RELATED MATTERS WHERE A CONFLICT MAY OCCUR. FORM 990, PART VI, SECTION B, LINE 15A THE OFFICER TEAM RECOMMENDS THE COMPENSATION FOR THE PRESIDENT AND CONDUCTS PERIODIC PEROFRMANCE REVIEWS OF THE PRESIDENT. THIS PROCESS WAS LAST CONDUCTED IN 2015. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. JEWISH COMMUNITY CAMPUS LLC 12701 N SCOTTSDALE RD STE 201 SCOTTSDALE AZ 85254 860096784 MANAGEMENT AZ 2124438 30340373 THE JEWISH COMMUNITY ASSOCIATION OF GREATER PHOENIX VALLEY OF THE SUN JEWISH COMMUNITY CENTER INC 12701 N SCOTTSDALE RD 203 SCOTTSDALE AZ 85254 860622258 CHARITY AZ 501(C)(3) LINE 11 JEWISH COMMUNITY ASSOCIATION OF GREATER PHOENIX 1 0 1 0 0 0 0 0 0 0 1 0 1 0 1 1 1 1 0 0 VALLEY OF THE SUN JEWISH COMMUNITY CENTER B 495195 COST VALLEY OF THE SUN JEWISH COMMUNITY CENTER J 939828 COST VALLEY OF THE SUN JEWISH COMMUNITY CENTER Q 120000 COST