2018-04-17T15:18:22-05:00 2017-06-30 942702860 JOHANSON & YAU ACCOUNTANCY CORP 160 W SANTA CLARA ST SUITE 900 SAN JOSE CA 95113 990 2016-07-01 941167405 JEWISH FEDERATION OF SILICON VALLEY JEWI 4083583033 14855 OKA ROAD NO 200 LOS GATOS CA 95032 JYL JURMAN CEO 4083583033 2018-02-19 1 LAURA LIN P01541718 4082885111 173.200.186.134 2018-02-19 09:44:27 PS P DCA8209CF474686917FD245763126E49FAF65D95 7FF059C6105D3E150A1B29D040CC8858BD351533 2016 2021-01-29 14:40:06Z JYL JURMAN 14855 OKA ROAD 200 LOS GATOS CA 95032 7779283 0 X WWW.JVALLEY.ORG X 1933 CA THE MISSION OF THE JEWISH FEDERATION OF SILICON VALLEY IS TO STRENGTHEN AND ENRICH THE JEWISH COMMUNITY LOCALLY, IN ISRAEL AND THROUGHOUT THE WORLD. OUR EFFORTS SUPPORT EDUCATIONAL, SOCIAL SERVICE AND CHARITABLE PROGRAMS THAT EXEMPLIFY THE JEWISH VALUES OF K'LAL YISRAEL (TAKING RESPONSIBILITY FOR ONE ANOTHER), TZEDAKAH (CHARITY AND RIGHTEOUSNESS), AND TIKKUN OLAM (REPAIRING THE WORLD). 21 21 10 125 0 0 1885259 2161278 3714133 3536662 203672 433700 67476 61256 5870540 6192896 5116467 3301379 0 0 1140034 924444 0 0 262146 2422621 2314753 8679122 6540576 -2808582 -347680 30476384 31173061 1713572 1736661 28762812 29436400 X THE MISSION OF THE JEWISH FEDERATION OF SILICON VALLEY IS TO STRENGTHEN AND ENRICH THE JEWISH COMMUNITY LOCALLY, IN ISRAEL AND THROUGHOUT THE WORLD. OUR EFFORTS SUPPORT EDUCATIONAL, SOCIAL SERVICE AND CHARITABLE PROGRAMS THAT EXEMPLIFY THE JEWISH VALUES OF K'LAL YISRAEL (TAKING RESPONSIBILITY FOR ONE ANOTHER), TZEDAKAH (CHARITY AND RIGHTEOUSNESS), AND TIKKUN OLAM (REPAIRING THE WORLD). 0 0 3301379 3301379 DESIGNATED GIVING TO FUND & SUPPORT AGENCIES AND PROGRAMS INCLUDING JEWISH COMMUNITY CENTER, LOCAL DAY SCHOOLS & SYNAGOGUES 1948854 3424572 LEVY FAMILY CAMPUS - DEVELOP, OPERATE AND MAINTAIN A COMMUNITY CAMPUS FOR THE PURPOSE OF HOUSING JEWISH AGENCIES AND SERVICES PROVIDED BY OTHER NON-PROFIT ORGANIZATIONS. OF THE TOTAL REVENUE OF $3,424,572, THE AMOUNT OF $2,045,811 IS GRANTED BACK TO THESE ORGANIZATIONS IN THE FORM OF FREE RENT. THESE GRANTS ARE REPORTED IN FORM 990 AS PART OF THE DESIGNATED GIVING REPORTED ON LINE 4A ABOVE. 59622 49496 JEWISH COMMUNITY NEWS - PUBLISH A COMMUNITY PERIODICAL HIGHLIGHTING LOCAL JEWISH COMMUNITY NEWS, EVENTS AND ACTIVITIES. 639820 123850 PROVIDE A COMMUNITY CHAPLAIN, OUTREACH EVENTS, E-NEWSLETTER & WEB SERVICES, MEMBER OF JEWISH COMMUNITY RELATIONS COUNCIL, SILICON VALLEY HOLOCAUST SURVIVORS GROUP. ISRAEL TRIP AND SUMMER CAMP SCHOLARSHIPS TO INDIVIDUALS. 639820 123850 5949675 1 1 0 0 0 1 0 0 0 1 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 12 0 1 10 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 21 21 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X X JYL JURMAN 4083583033 14855 OKA ROAD SUITE 200 LOS GATOS CA 95032 SUSAN GAVENS CO-CHAIRMAN OF THE BOARD 4.00 X X 0 0 0 AL GUGGENHEIM CAMPUS GOVERNANCE V.P 4.00 X X 0 0 0 JULIE KRIGEL IMMEDIATE PAST PRESIDENT 4.00 X 0 0 0 JOEL RUBNITZ CO-CHAIRMAN OF THE BOARD 4.00 X X 0 0 0 GINNY BAIRD DIRECTOR 4.00 X 0 0 0 LARRY DIBOWITZ DIRECTOR 4.00 X 0 0 0 JAY FRIEDMAN DIRECTOR 4.00 X 0 0 0 JYL JURMAN CEO 40.00 X X 231009 0 77934 STEVE JACKSON DIRECTOR 4.00 X 0 0 0 LEWIS OSOFSKY DIRECTOR 4.00 X 0 0 0 MARC LEVITTMARC LEVITT TREASURER, V.P. 4.00 X X 0 0 0 ALYSSIA BERKOWITZ WOMEN'S PHILANTHROPY V.P. 4.00 X X 0 0 0 HOWARD FINE ANNUAL CAMPAIGN V.P 4.00 X X 0 0 0 TOM JOHANIX ANNUAL CAMPAIGN V.P 4.00 X X 0 0 0 RABBI JOSHUA BERKENWALD DIRECTOR 4.00 X 0 0 0 HEIDI EISIPS DIRECTOR 4.00 X 0 0 0 JONATHAN KATZ DIRECTOR 4.00 X 0 0 0 ROBERT CHAYKIN DIRECTOR 4.00 X 0 0 0 SUSAN SWEEDLER DIRECTOR 4.00 X 0 0 0 RICHARD TAVAN DIRECTOR 4.00 X 0 0 0 PETER ULLMANN DIRECTOR 4.00 X 0 0 0 JON WITKIN DIRECTOR 4.00 X 0 0 0 231009 0 77934 1 0 1 0 0 2161278 2161278 LEVY FAMILY CAMPUS 611710 3424572 3424572 PROGRAM REVENUE 611710 62594 62594 COMMUNITY NEWSPAPER 511110 49496 49496 3536662 309819 309819 1710268 1586387 123881 123881 123881 OTHER REVENUE 611710 61256 61256 61256 6192896 3597918 0 433700 3301379 3301379 231008 138605 23101 69302 485321 354254 69117 61950 208115 143190 26792 38133 39000 39000 9181 7116 501 1564 90721 83026 7125 570 11304 1068 10200 36 9157 1007 3819 4331 42250 42250 545474 539473 6001 50562 32512 18050 LEVY FAMILY CAMPUS 928235 928235 REPAIR AND MAINTENANCE 192778 186893 5885 CAMPAIGN PROGRAMS 142094 72283 65 69746 DUES AND SUBSCRIPTIONS 51183 47003 4180 202814 71381 114919 16514 6540576 5949675 328755 262146 909891 1224583 873953 658939 9692 12096 1100052 1077289 1044 23106892 6712889 16839811 16394003 7506436 8319384 3236549 3485723 30476384 31173061 277830 292988 114693 116418 1125000 1104554 196049 222701 1713572 1736661 X 24321128 24905507 1899351 1924480 2542333 2606413 28762812 29436400 30476384 31173061 -347680 1021268 0 X X 0 1 X 1 0 X 1915420 3607308 8472146 1952735 2222534 18170143 1915420 3607308 8472146 1952735 2222534 18170143 6117229 12052914 123966 170214 282908 269698 309819 1156605 56451 57128 54283 60731 49496 278089 19604837 17805829 0.61480 0.62260 X PART II, LINE 10 JVALLEY.NEWS ADVERTISING AND SUBSCRIPTION REVENUE RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7 195890 215308 7097010 1 1 0 2542333 1752273 1688193 2606413 2595541 1766845 1820053 2542333 2621952 1559238 1585649 2595541 2538210 83742 2621952 2302003 392957 156750 2538210 0 0 4200000 4200000 18385993 6209674 12176319 0 520899 503215 17684 0 16394003 DOMESTIC MUTUAL FUNDS 2841803 F INTERNATIONAL MUTUAL FUNDS 643920 F 3485723 DONOR DESIGNATED FUND PAYABLE 5256 ENDOWMENT HELD FOR ANOTHER ORGANIZATION 217445 222701 7214164 1021268 1021268 6192896 0 6192896 6540576 0 6540576 0 6540576 1 ADDISON PENZAK JEWISH COMMUNITY CENTER 14855 OKA ROAD SUITE 201 LOS GATOS CA 95032 942222989 143750 1478246 FMV BELOW MARKET RENT FMVGENERAL FUND, FACILIITES AMERICAN FRIENDS OF KORET ISRAEL ECONOMIC DEVELOPMENT FUNDS 33 NEW MONTGOMERY STREET SUITE 1090 1090 SAN FRANCISCO CA 94105 943201147 20000 GENERAL FUND CHAI HOUSE 814 ST ELIZABETH DRIVE SAN JOSE CA 95126 770064726 15180 GENERAL FUND CONGREGATION BETH DAVID 19700 PROSPECT ROAD SARATOGA CA 95070 941682250 15677 GENERAL FUND CONGREGATION SINAI 1532 WILLOWBRAE AVENUE SAN JOSE CA 95125 941546644 7100 GENERAL FUND HILLEL OF SILICON VALLEY 336 E WILLIAM STREET SAN JOSE CA 95112 770575153 45550 GENERAL FUND JEWISH FAMILY SERVICES 14855 OKA ROAD SUITE 202 LOS GATOS CA 95032 942536452 65750 69475 FMV BELOW MARKET RENT GENERAL FUND, FACILITIES JEWISH FEDERATIONS OF NORTH AMERICA 25 BROADWAY SUITE 1700 NEW YORK NY 10004 131624240 213775 FAIR SHARE DUES SJSU JEWISH STUDIES DEPARTMENT 1 WASHINGTON SQUARE SAN JOSE CA 95192 830403915 5000 GENERAL FUND SILICON VALLEY JEWISH FILM FESTIVAL PO BOX 2190 CUPERTINO CA 95015 263234237 8500 GENERAL FUND SO PENINSULA HEBREW DAY SCHOOL 1030 ASTORIA DRIVE SUNNYVALE CA 94087 942174555 25180 GENERAL FUND TEMPLE EMANU-EL RELIGIOUS SCHOOL 1010 UNIVERSITY AVENUE SAN JOSE CA 95126 941132316 9200 GENERAL FUND YAVNEH DAY SCHOOL 14855 OKA ROAD SUITE 100 LOS GATOS CA 95032 942719901 73550 498090 FMV BELOW MARKET RENT GENERAL FUND, FACILITIES HILLEL FOUNDATION OF SANTA CRUZ 222 CARDIFF PLACE SANTA CRUZ CA 95060 770427628 10000 GENERAL FUND JEWISH COMMUNITY FEDERATION OF SAN FRANCISCO 121 STEUART STREET SAN FRANCISCO CA 94105 941156533 10000 GENERAL FUND NORTHERN ARIZONA UNIVERSITY FOUNDATION PO BOX 4094 FLAGSTAFF AZ 86011 860193726 11340 GENERAL FUND OSHMAN FAMILY JCC 3921 FABIAN WAY PALO ALTO CA 94303 65000 GENERAL FUND PENINSULA JEWISH COMMUNITY CENTER 800 FOSTER CITY BLVD FOSTER CITY CA 94404 50000 GENERAL FUND UNITED NATIONS ASSOCIATION FILM FESTIVAL POBOX 19369 STANFORD CA 94309 5000 GENERAL FUND PART I, LINE 2: THIS ORGANIZATION MONITORS THE USE OF GRANT FUNDS BY USING SPECIFIC PROJECT CODES TO TRACK INCOME AND EXPENSES OF EACH GRANT. X 1 1 X X X X 0 0 0 0 0 0 0 0 0 JYL JURMAN CEO 231009 0 0 0 0 0 31039 0 46895 0 308943 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 ONE BOARD MEMBER IS A COUSIN TO THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION B, LINE 11B THE TAX RETURN IS REVIEWED AND APPROVED BY THE FINANCE COMMITTEE. COPIES ARE MADE AVAILABLE TO ALL MEMBERS OF THE BOARD OF DIRECTORS A NON-PUBLIC WEBSITE FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE POTENTIAL CONFLICTS OF INTEREST AND SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY. DISCLOSURES ARE REVIEWED BY MANAGEMENT AND THE EXECUTIVE COMMITEE WHICH ARE RESPONSIBLE FOR FOLLOW-UP. FORM 990, PART VI, SECTION B, LINE 15A THE CEO'S CONTRACT IS NEGOTIATED WITH THE PRESIDENT ALONG WITH 2 EXECUTIVE COMMITTEE MEMBERS. THE SALARY IS BASED ON COMPARABILITY OF JEWISH FEDERATION CEO'S WITH SIMILAR SIZE COMMUNITIES AND CAMPAIGN AMOUNTS THROUGH A CEO COMPENSATION SURVEY THAT JFNA PROVIDES EACH YEAR. IN ADDITION, SALARIES OF CEO'S IN LOCAL JEWISH AGENCIES ARE TAKEN INTO ACCOUNT. FORM 990, PART VI, SECTION C, LINE 18 FORM 990 IS AVAILABLE TO PUBLIC UPON REQUEST THROUGH TELEPHONE OR EMAIL. FORM 990, PART VI, SECTION C, LINE 19 ANYBODY WHO NEEDS THIS INFORMATION CAN CONTACT THE JEWISH FEDERATION OFFICE THROUGH TELEPHONE OR EMAIL. CONTACT INFORMATION IS AVAILABLE ON THE INTERNET. PART XI LINE 2C THE ORGANIZATION HAS A 3 MEMBER AUDIT COMMITTEE OF THE BOARD THAT IS RESPONSIBLE FOR SELECTING AN INDEPENDENT AUDITOR EACH YEAR. THE MAKE-UP OF THE AUDIT COMMITTEE COMPLIES WITH CALIFORNIA LAW. THE CFO AND AUDIT COMMITTEE REVIEW THE AUDIT PLAN WITH THE AUDITOR. A DRAFT OF THE FINANCIAL STATEMENT AND AUDIT FINDINGS ARE DISCUSSED BY THE AUDITOR WITH THE COMMITTEE PRIOR TO ISSUANCE OF THE FINANCIAL STATEMENT.