JEWISH COMMUNITY FOUNDATION OF GREATER: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- JEWISH COMMUNITY FOUNDATION OF GREATER (EIN 23-7397882)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-05-14
- IRS object ID
- 201831349349309143
- 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 I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-14T17:22:16-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953001179 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINDES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 87 | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 908010087 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237397882 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWISH COMMUNITY FOUNDATION OF GREATER | BusinessNameLine1Txt |
| Business Name Line2 | LONG BEACH & WEST ORANGE COUNTY | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JEWI | BusinessNameControlTxt |
| Phone | 5624267601 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3801 E WILLOW STREET | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90815 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CYNTHIA SCHEIN | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 5624267601 | PhoneNum |
| Signature | 2018-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DONITA M JOSEPH | PreparerPersonNm |
| PTIN | P00286656 | PTIN |
| Phone | 5624351191 | PhoneNum |
| Preparation | 2018-05-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DEBORAH K GOLDFARB | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3801 E WILLOW STREET | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90815 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $17,789,063 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.JEWISHLONGBEACH.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1972 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | SUPPORTING THE JEWISH COMMUNITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 28 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 28 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 50 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $810,403 | PYContributionsGrantsAmt |
| CY Contributions Grants | $732,324 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $639,486 | PYInvestmentIncomeAmt |
| CY Investment Income | $399,530 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $47,789 | CYOtherRevenueAmt |
| PY Total Revenue | $1,449,889 | PYTotalRevenueAmt |
| CY Total Revenue | $1,179,643 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $694,452 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $909,954 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $67,981 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $188,503 | PYOtherExpensesAmt |
| CY Other Expenses | $198,185 | CYOtherExpensesAmt |
| PY Total Expenses | $882,955 | PYTotalExpensesAmt |
| CY Total Expenses | $1,108,139 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $566,934 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $71,504 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $16,767,247 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,980,064 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,589,908 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,841,549 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $11,177,339 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $12,138,515 | NetAssetsOrFundBalancesEOYAmt |
| Mission | SUPPORT THE JEWISH COMMUNITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $961,115 | ExpenseAmt |
| Grant | $909,954 | GrantAmt |
| Desc | THE ORGANIZATION SUPPORTS, THROUGH GRANTS, OTHER ORGANIZATIONS THAT BENEFIT THE JEWISH COMMUNITY. | Desc |
| Total Program Service Expenses | $961,115 | 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 | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | 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 | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | 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 | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | 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 | Yes (1) | 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 | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| 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 | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | Yes (1) | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 6 | Form8282FiledCnt |
| 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 | 28 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 28 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | 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 | Yes (1) | 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 | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GARY JACKSON | PersonNm |
| Phone | 5624267601 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3801 E WILLOW STREET | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90815 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (29 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt |
|---|---|---|---|---|---|---|---|
| RICK FREEMAN | |||||||
| PRESIDENT | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| LEA GERBER | |||||||
| IMMEDIATE PAST PRESIDENT | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JAN STEIN | |||||||
| VP BY-LAWS REVIEW CHAIR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CYNTHIA SCHEIN | |||||||
| SECRETARY | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ROCKY SUARES | |||||||
| TREASURER | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| EDIE BRODSKY | |||||||
| BOARD MEMBER - POLICY CHAIR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| NICOLE HONIGMAN | |||||||
| BOARD MEMBER - LEGACY CHAIR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| JUDITH LENTZNER | |||||||
| BOARD MEMBER - FFOF CHAIR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| SHERRI SELMANSON | |||||||
| BOARD MEMBER - GRANTS CHAIR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| ALAN JARRICK | |||||||
| BOARD MEMBER - INV. & FINANCE CHAIR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| EUGENE LENTZNER | |||||||
| BOARD MEMBER - PAST PRESIDENT | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| SHIRLEY ROSS | |||||||
| BOARD MEMBER - PAST PRESIDENT | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| JERRY KAUFMAN | |||||||
| BOARD MEMBER - AT-LARGE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| DARYLL PHILLIPS | |||||||
| BOARD MEMBER - PRES. JEWISH FED. | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| CHERYL AVIROM | |||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| ROSECARRIE BROOKS | |||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| MELISSA CARR-KREITENBERG | |||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| KAREN CODMAN | |||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| JUDY COOPER | |||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT FOSTER | |||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| YITZY GEISINSKY | |||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| AARON KERN | |||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| SHARI NEMIROW | |||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| LAURIE RAYKOFF | |||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| HELEN ROSENBERG | |||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| LEONARD SIMON | |||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK SPIZER | |||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID TILLMAN | |||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| DEBORAH K GOLDFARB | |||||||
| CHIEF EXECUTIVE OFFICER | 3.00 | Yes (X) | $0 | $178,779 | $28,229 | 40.00 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $178,779 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $28,229 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $732,324 | AllOtherContributionsAmt |
| Noncash Contributions | $118,335 | NoncashContributionsAmt |
| Total Contributions | $732,324 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $788,603 | TotalRevenueColumnAmt |
| Exclusion | $788,603 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $16,220,347 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $16,609,420 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$389,073 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$389,073 | TotalRevenueColumnAmt |
| Exclusion | -$389,073 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| FHOBOA FEES | 900099 | $45,343 | $45,343 |
| OTHER REVENUE | 900099 | $2,446 | $2,446 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $47,789 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,179,643 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $47,789 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $399,530 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $909,954 | TotalAmt |
| Program Services | $909,954 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,225 | TotalAmt |
| Management And General | $10,225 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $750 | TotalAmt |
| Management And General | $750 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,484 | TotalAmt |
| Program Services | $335 | ProgramServicesAmt |
| Management And General | $618 | ManagementAndGeneralAmt |
| Fundraising | $531 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,500 | TotalAmt |
| Program Services | $1,800 | ProgramServicesAmt |
| Management And General | $2,850 | ManagementAndGeneralAmt |
| Fundraising | $2,850 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| STAFFING REIMBURSEMENT | $170,000 | $40,800 | $64,600 | $64,600 |
| PROGRAM EVENTS | $8,031 | $8,031 | ||
| DONOR RELATIONS | $195 | $195 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,108,139 | TotalAmt |
| Program Services | $961,115 | ProgramServicesAmt |
| Management And General | $79,043 | ManagementAndGeneralAmt |
| Fundraising | $67,981 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $362,056 | BOYAmt |
| EOY | $62,241 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,570 | BOYAmt |
| EOY | $119,167 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,128,581 | BOYAmt |
| EOY | $16,522,013 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,249,040 | BOYAmt |
| EOY | $1,276,643 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,767,247 | BOYAmt |
| EOY | $17,980,064 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,144 | BOYAmt |
| EOY | $19,822 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $4,674,493 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,575,764 | BOYAmt |
| EOY | $1,147,234 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,589,908 | BOYAmt |
| EOY | $5,841,549 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $941,945 | BOYAmt |
| EOY | $1,241,665 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,795,658 | BOYAmt |
| EOY | $3,310,000 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,439,736 | BOYAmt |
| EOY | $7,586,850 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,177,339 | BOYAmt |
| EOY | $12,138,515 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,767,247 | BOYAmt |
| EOY | $17,980,064 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $71,504 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $889,672 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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 | $1,540,375 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,755,224 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $930,560 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $777,824 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $732,324 | CurrentTaxYearAmt |
| Total | $5,736,307 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,540,375 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,755,224 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $930,560 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $777,824 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $732,324 | CurrentTaxYearAmt |
| Total | $5,736,307 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,499,576 | SubstantialContributorsTotAmt |
| Public Support Total170 | $4,236,731 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $277,100 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $303,652 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $898,112 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $778,087 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $788,603 | CurrentTaxYearAmt |
| Total | $3,045,554 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $47,789 | CurrentTaxYearAmt |
| Total | $47,789 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $8,829,650 | TotalSupportAmt |
| Public Support CY170 | 0.47980 | PublicSupportCY170Pct |
| Public Support PY170 | 0.66420 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 60 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $550,678 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $643,832 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $1,229,285 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,774,508 | BeginningYearBalanceAmt |
| Contributions | $147,114 | ContributionsAmt |
| Investment Earnings Or Losses | $896,381 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $255,811 | AdministrativeExpensesAmt |
| End Year Balance | $8,562,192 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,793,171 | BeginningYearBalanceAmt |
| Contributions | $175,028 | ContributionsAmt |
| Investment Earnings Or Losses | -$193,691 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $7,774,508 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,803,150 | BeginningYearBalanceAmt |
| Contributions | $75,190 | ContributionsAmt |
| Investment Earnings Or Losses | -$85,169 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $7,793,171 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,242,810 | BeginningYearBalanceAmt |
| Contributions | $896 | ContributionsAmt |
| Investment Earnings Or Losses | $559,444 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $7,803,150 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,478,338 | BeginningYearBalanceAmt |
| Contributions | $710,284 | ContributionsAmt |
| Investment Earnings Or Losses | $54,188 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $7,242,810 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.89000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.11000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| EQUITY - DOMESTIC | $2,926,922 | F |
| EQUITY - FOREIGN | $6,967,839 | F |
| FIXED INCOME | $6,627,252 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $16,522,013 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| CHARITABLE REMAINDER TRUST ASSETS | $1,147,234 |
| VALUE OF LIFE INSURANCE | $129,409 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,276,643 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHARITABLE REMAINDER TRUST LIABILITIES | Desc |
| Amt | $1,147,234 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,147,234 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $2,128,315 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $889,672 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $59,000 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $948,672 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,179,643 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,179,643 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,167,139 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $59,000 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $59,000 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,108,139 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,108,139 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | OTHER ORGANIZATIONS WITHIN THE JEWISH COMMUNITY HAVE DEPOSITED MONIES WITH THE ORGANIZATION TO HOLD AND MANAGE AS INVESTMENTS. INVESTMENT INCOME (EXPENSE) RELATED TO THESE MONIES IS RECORDED AS AN INCREASE (DECREASE) TO THIS ACCOUNT. THESE FUNDS ARE INCLUDED IN INVESTMENTS ON THE CONSOLIDATED STATEMENT OF FINANCIAL POSITION. |
| PART V, LINE 4: | ONGOING SUPPORT OF ACTIVITIES BENEFICIAL TO THE JEWISH COMMUNITY. |
| PART X, LINE 2: | THE ORGANIZATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE. HOWEVER, THE ORGANIZATION IS SUBJECT TO INCOME TAXES ON ANY NET INCOME THAT IS DERIVED FROM TRADE OR BUSINESS REGULARLY CARRIED ON AND NOT IN THE FURTHERANCE OF THE PURPOSES FOR WHICH IT WAS GRANTED EXEMPTION. MANAGEMENT BELIEVES THAT THE ORGANIZATION HAS NOT RECEIVED INCOME FROM ANY UNRELATED TRADE OR BUSINESS AND, AS SUCH, NO INCOME TAX PROVISION HAS BEEN RECORDED ON THE ORGANIZATION'S FINANCIAL STATEMENTS. THE ORGANIZATION RECOGNIZES THE IMPACT OF TAX POSITIONS IN THE FINANCIAL STATEMENTS IF THAT POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED ON AUDIT, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE ORGANIZATION RECOGNIZES POTENTIAL ACCRUED INTEREST AND PENALTIES RELATED TO UNCERTAIN TAX POSITIONS IN INCOME TAX EXPENSE. TO DATE, THE ORGANIZATION HAS NOT RECORDED ANY UNCERTAIN TAX POSITIONS. THE ORGANIZATION IS SUBJECT TO POTENTIAL INCOME TAX AUDITS ON OPEN TAX YEARS BY ANY TAXING JURISDICTION IN WHICH IT OPERATES. THE STATUTE OF LIMITATIONS FOR FEDERAL PURPOSES IS THREE YEARS AND FOR CALIFORNIA IS FOUR YEARS. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (20 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| ALPERT JEWISH COMMUNITY CENTER | |||||||
| 3801 E WILLOW | LONG BEACH | CA | 90815 | 952280781 | 501(C)(3) | $9,548 | SUPPORT JEWISH COMMUNITY ACTIVITIES |
| ASSISTANCE LEAGUE OF LONG BEACH | |||||||
| 6220 E SPRING ST | LONG BEACH | CA | 90815 | 951660324 | 501(C)(3) | $10,000 | SUPPORT COMMUNITY WELFARE PROGRAMS |
| BE CARE LOVE INC | |||||||
| 350 KALMUS DR | COSTA MESA | CA | 92626 | 812715291 | 501(C)(3) | $10,000 | SUPPORT EDUCATIONAL PROGRAMS |
| BOSTON LATIN SCHOOL ASSOCIATION | |||||||
| 27 SCHOOL ST | BOSTON | MA | 02108 | 046035973 | 501(C)(3) | $5,000 | SUPPORT PROGRAMS INTENDED TO INSPIRE STUDENTS |
| CALIFORNIA CONF FOR EQUALITY & JUSTICE | |||||||
| 3711 LONG BEACH BLVD 1017 | LONG BEACH | CA | 90807 | 542178438 | 501(C)(3) | $15,450 | SUPPORT TOLERANCE |
| CSULB FOUNDATION | |||||||
| 6300 STATE UNIVERSITY WAY | LONG BEACH | CA | 90815 | 956106694 | 501(C)(3) | $20,000 | SUPPORT EDUCATIONAL PROGRAMS |
| HEBREW ACADEMY | |||||||
| 14401 WILLOW LN | WESTMINISTER | CA | 92683 | 330019197 | 501(C)(3) | $18,100 | SUPPORT JEWISH EDUCATIONAL PROGRAMS |
| HILLEL | |||||||
| 3801 E WILLOW | LONG BEACH | CA | 90815 | 330348561 | 501(C)(3) | $41,567 | JEWISH COMMUNITY SUPPORT |
| INTERNATIONAL CITY THEATRE | |||||||
| 110 PINE ST 820 | LONG BEACH | CA | 90802 | 330306882 | 501(C)(3) | $22,600 | SUPPORT THEATRICAL ARTS |
| JEWISH FAMILY & CHILDREN'S SERVICE | |||||||
| 3801 E WILLOW | LONG BEACH | CA | 90815 | 952273033 | 501(C)(3) | $13,757 | SUPPORT COUNSELING IN THE LONG BEACH COMMUNITY |
| JEWISH FEDERATION OF GREATER LONG BEACH | |||||||
| 3801 E WILLOW | LONG BEACH | CA | 90815 | 951647830 | 501(C)(3) | $453,981 | SUPPORT JEWISH COMMUNITY ACTIVITIES |
| JQ INTERNATIONAL | |||||||
| 801 LARRABEE ST 10 | WEST HOLLYWOOD | CA | 90069 | 680601176 | 501(C)(3) | $8,500 | SUPPORT LBGTQ PROGRAMS |
| L B JEWISH COMMUNITY SR HOUSING CORPORATION | |||||||
| 3799 E WILLOW | LONG BEACH | CA | 90815 | 330035448 | 501(C)(3) | $11,000 | SUPPORT HOUSING PROGRAMS |
| LONG BEACH OPERA | |||||||
| 3029 E SOUTH ST | LONG BEACH | CA | 90805 | 953387074 | 501(C)(3) | $5,250 | SUPPORT THE ADVANCEMENT OF OPERATIC ARTS |
| LONG BEACH RONALD MCDONALD HOUSE | |||||||
| 500 E 27TH ST | LONG BEACH | CA | 90806 | 933167869 | 501(C)(3) | $10,000 | SUPPORT COMMUNITY HEALTH PROGRAMS |
| LONG BEACH SYMPHONY | |||||||
| 555 E OCEAN BLVD | LONG BEACH | CA | 90802 | 956004958 | 501(C)(3) | $5,000 | SUPPORT CULTURAL ARTS PROGRAMS |
| PEF ISRAEL ENDOWMENT FUNDS INC | |||||||
| 630 THIRD AVE | NEW YORK | NY | 10017 | 136104086 | 501(C)(3) | $50,000 | JEWISH COMMUNITY SUPPORT |
| TEMPLE ISRAEL | |||||||
| 269 LOMA AVE | LONG BEACH | CA | 90803 | 951684093 | 501(C)(3) | $101,712 | SUPPORT JEWISH RELIGIOUS PROGRAMS |
| UCLA FOUNDATION | |||||||
| 10920 WILSHIRE BLVD 1400 | LOS ANGELES | CA | 90024 | 952250801 | 501(C)(3) | $5,000 | SUPPORT EDUCATIONAL PROGRAMS |
| WATER UNDERGROUND | |||||||
| 3080 ARLOTTE AVE | LONG BEACH | CA | 90808 | 471938005 | 501(C)(3) | $20,000 | SUPPORT COMMUNITY HEALTH PROGRAMS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 20 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ALL GRANTS ARE MADE WITH WRITTEN CONDITIONS ON THE USE OF FUNDS. STAFF IS CHARGED WITH FOLLOW UP CONFIRMATION ON THE APPROPRIATE APPLICATION OF FUNDS GRANTED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | 0 | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | 0 | SubstantiationRequiredInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEBORAH K GOLDFARB | PersonNm |
| Title | CHIEF EXECUTIVE OFFICER | TitleTxt |
| Base Compensation Filing Org | $0 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $178,779 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $28,229 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $0 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $207,008 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $176,572 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | ALL EMPLOYEES OF THE ORGANIZATION RECEIVE FREE MEMBERSHIP TO THE ALPERT JEWISH COMMUNITY CENTER FROM THAT ORGANIZATION; NO CASH IS EXCHANGED. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 6 | ContributionCnt |
| Noncash Contributions Rpt F990 | $118,335 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | SELLING PRICE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | PART I, COLUMN (B) INDICATES THE NUMBER OF CONTRIBUTIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | DARYLL PHILLIPS AND LEA GERBER HAVE A BUSINESS RELATIONSHIP. DARYLL PHILLIPS AND LAURIE RAYKOFF HAVE A BUSINESS RELATIONSHIP. EUGENE LENTZNER AND JUDI LENTZNER HAVE A FAMILY RELATIONSHIP. |
| FORM 990, PART VI, SECTION A, LINE 7A | TRUSTEES OF THE BOARD OF TRUSTEES SHALL BE ELECTED BY THE BOARD OF GOVERNORS OF THE JEWISH FEDERATION OF GREATER LONG BEACH AND WEST ORANGE COUNTY (THE RELATED ORGANIZATION) AFTER NOMINATION FROM THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FEDERAL LAW DOES NOT REQUIRE THAT A COPY OF THE 990 BE PROVIDED TO EACH BOARD MEMBER OR THAT EACH BOARD MEMBER REVIEW THE 990. THE AUDIT AND FINANCE COMMITTEE OF THIS ORGANIZATION REVIEW THE 990 PRIOR TO THE FILING OF THE 990. UPON COMPLETION OF THEIR REVIEW AND FINALIZATION OF THE 990, THEY RECOMMEND APPROVAL OF THE RETURN TO THE BOARD OF DIRECTORS. IT IS AVAILABLE FOR REVIEW BY BOARD MEMBERS FOR A PERIOD OF TIME PRIOR TO BOARD RATIFICATION OF THE AUDIT AND FINANCE COMMITTEE'S RECOMMENDATION TO ACCEPT AND FILE THE 990. ANY BOARD MEMBER WHO REQUESTS A COPY IS PROVIDED ONE. UPON THE BOARD'S ACCEPTANCE OF THE AUDIT AND FINANCE COMMITTEE'S RECOMMENDATION TO ACCEPT AND FILE THE 990, IT IS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY AND ANNUALLY REQUESTS BOARD MEMBERS AND ALL EMPLOYEES TO DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION IS DETERMINED BY AN AFFILIATED ORGANIZATION. |
| FORM 990, PART VI, SECTION C, LINE 18 | THE ORGANIZATION MAKES ITS 990 AVAILABLE FOR INSPECTION UPON REQUEST. THE ORGANIZATION WAS FORMED PRIOR TO THE EXISTENCE OF THE IRS FORM 1023. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES AVAILABLE FOR INSPECTION ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS UPON REQUEST. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWISH FEDERATION OF GREATER LONG BEACH AND WEST ORANGE COUNTY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3801 E WILLOW | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90630 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951647830 | EIN |
| Primary Activities | SUPPORT CHARITABLE PURPOSES THAT AFFECT THE JEWISH COMMUNITY IN LB/OC | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 509(A)(2) | PublicCharityStatusTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |