2017-05-12T14:19:29-05:00 2016-06-30 540737372 PBMARES LLP 150 BOUSH STREET SUITE 400 NORFOLK VA 23510 990 2015-07-01 540616479 MARILYN AND MARVIN SIMON FAMILY JEWISH COMMUNITY CENTER INC MARI 7573212338 5000 CORPORATE WOODS DRIVE NO 100 VIRGINIA BEACH VA 23462 ANDREW WEINBERG OFFICER 7573212338 2017-05-12 1 BRIAN WINDLEY P00537045 7576274644 2017-05-12 X 2015 2021-01-29 14:40:06Z X ANDREW WEINBERG 5000 CORPORATE WOODS DRIVE NO 100 VIRGINIA BEACH VA 23462 2388781 0 X WWW.SIMONFAMILYJ.ORG X 1954 VA TO EDUCATE AND PROMOTE JEWISH CULTURE AND MAINTAIN JEWISH WELFARE IN THE COMMUNITY. X 29 29 192 100 0 0 1164867 369278 2639798 1985667 -8329 -14024 4107 13096 3800443 2354017 185878 201870 0 0 2098503 1604741 0 0 65328 1471689 1306147 3756070 3112758 44373 -758741 1159666 0 1681020 0 -521354 0 X TO EDUCATE AND PROMOTE JEWISH CULTURE AND MAINTAIN JEWISH WELFARE IN THE COMMUNITY. 0 0 1387133 46345 1083327 HEALTH AND FITNESS -TO PROVIDE EXERCISE AND FITNESS FACILITIES, HEALTH CLASSES, SPORTS LEAGUES AND ACTIVITIES AND AQUATICS ACTIVITIES. 364940 95169 325924 PRESCHOOL; BEGINNINGS; KIDS CONNECTION- FINANCIAL ASSISTANCE FOR PRESCHOOL TUITION; BEGINNINGS PROGRAM DEVELOPS PARENT AND BABY RELATIONSHIPS AND PARENTAL SKILLS; KIDS CONNECTION PROVIDES BEFORE AND AFTER SCHOOL ACTIVITIES AND HOMEWORK ASSISTANCE FOR GRADES K-5; PJ LIBRARY PROVIDES MONTHLY BOOK WITH JEWISH CONTENT TO AGE 0-5 CHILDREN. 290365 626 282092 JEWISH CULTURAL EVENTS AND JEWISH EDUCATION-TO PROVIDE SOCIAL EVENTS, FESTIVALS AND SPEAKERS IN JEWISH CULTURE, AND PROVIDE JEWISH EDUCATION CLASSES, DISCUSSION GROUPS, AND TEACHER AWARENESS CLASSES. 83279 44271 CHILDREN, TEEN, AND FAMILY PROGRAMMING EVENTS-TO PROVIDE CHILDREN ACTIVITY CLASSES, PROGRAMS TO PROMOTE TEEN SOCIAL AWARENESS AND FAMILY PROGRAMS CELEBRATING THE JEWISH HOLIDAYS. 345182 59730 272164 YOUTH CAMPS- TO PROVIDE SUMMER CAMP AND SCHOOL BREAK CAMPS FOR YOUTH DEVELOPMENT IN JEWISH CULTURE, ATHLETICS, SOCIAL AND HEALTH AND FITNESS. 428461 59730 316435 2470899 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 0 1 X 22 0 1 192 1 0 0 0 0 1 1 1 1 0 0 0 0 X 29 29 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X ANDREW WEINBERG 7573212338 5000 CORPORATE WOODS DRIVE VIRGINIA BEACH VA 23462 MARTY EINHORN PRESIDENT 1.00 1.00 X X 0 0 0 DAVID LEON PRESIDENT ELECT 1.00 0.00 X X 0 0 0 TERRI SARFAN IMMEDIATE PAST PRESIDENT 1.00 1.00 X X 0 0 0 LYNN COHEN VP, DEVELOPMENT 1.00 0.00 X X 0 0 0 LAWRENCE FLEDER VP, FINANCE 1.00 0.00 X X 0 0 0 SANDRA PORTER LEON VP, GOVERNANCE 1.00 0.00 X X 0 0 0 BRITT SIMON CORRESPONDING SECRETARY 1.00 0.00 X X 0 0 0 REBECCA TALL VP AT LARGE 1.00 0.00 X X 0 0 0 HOWARD ROESEN VP, MEMBERSHIP 1.00 0.00 X X 0 0 0 ANDREW FINK BOARD MEMBER-JCC 1.00 1.00 X 0 0 0 ROBERT FRIEDMAN BOARD MEMBER-JCC 1.00 0.00 X 0 0 0 ANNA GOLDENBERG BOARD MEMBER-JCC 1.00 0.00 X 0 0 0 HELENE GRABLOWSKY BOARD MEMBER-JCC 1.00 0.00 X 0 0 0 ANNE KRAMER BOARD MEMBER-JCC 1.00 0.00 X 0 0 0 CINDY KRELL BOARD MEMBER-JCC 1.00 0.00 X 0 0 0 AMY LEVY BOARD MEMBER-JCC 1.00 1.00 X 0 0 0 MARC MOSS BOARD MEMBER-JCC 1.00 0.00 X 0 0 0 TEHILLA MOSTOFSKY BOARD MEMBER-JCC 1.00 0.00 X 0 0 0 ANDREW NUSBAUM BOARD MEMBER-JCC 1.00 0.00 X 0 0 0 STEPHANIE PECK BOARD MEMBER-JCC 1.00 0.00 X 0 0 0 WALLY SCHACHET-BRISKIN BOARD MEMBER-JCC 1.00 0.00 X 0 0 0 NORMAN SHER BOARD MEMBER-JCC 1.00 0.00 X 0 0 0 RALPH SOUSSAN BOARD MEMBER-JCC 1.00 0.00 X 0 0 0 LINDA SPINDEL BOARD MEMBER-JCC 1.00 0.00 X 0 0 0 PAUL TERKELTAUB BOARD MEMBER-JCC 1.00 0.00 X 0 0 0 DOROTHY ZIMMERMAN BOARD MEMBER-JCC 1.00 0.00 X 0 0 0 ALYSSA MUHLENDORF BOARD MEMBER-JCC 1.00 0.00 X 0 0 0 STEPHANIE STEERMAN BOARD MEMBER-JCC 1.00 0.00 X 0 0 0 BRANDON TERKELTAUB BOARD MEMBER-JCC 1.00 0.00 X 0 0 0 HARRY GRABER EXECUTIVE VP 1.00 40.00 X 0 278625 12225 ANDREW WEINBERG CFO 16.00 25.00 X 0 87264 13837 SCOTT KATZ CENTER DIRECTOR THROUGH 1.2016 40.00 0.00 X 146317 0 10494 146317 365889 36556 1 0 1 0 0 96025 25600 247653 369278 HEALTH AND FITNESS 900099 1083327 1083327 PRESCHOOL AND DAYCARE 624410 325924 325924 SOCIAL AND CULTURAL 900099 282092 282092 YOUTH CAMPS 900099 272164 272164 CHILDREN, TEEN, AND FA 900099 22160 22160 1985667 105 105 4270 0 4270 4270 4270 14129 -14129 -14129 -14129 11620 25600 20635 -9015 -9015 OTHER REVENUE 900099 17841 17841 17841 2354017 2007778 0 -23039 201870 201870 1443043 1046521 344386 52136 13864 13864 54753 46683 3750 4320 93081 80228 9054 3799 18059 18059 7838 7838 193845 169817 24028 67680 65189 2491 187968 151830 31077 5061 2037 2037 589795 578547 11248 12873 11468 1393 12 9517 7784 1733 7968 7968 33001 33001 73139 11062 62077 FOOD AND BEVERAGE 47818 44316 3502 DUES AND SUBSCRIPTIONS 28373 1103 27270 ADMISSION FEES 8664 8664 MEMBERSHIP EXPENSES 7429 7429 10143 5387 4756 3112758 2470899 576531 65328 99483 0 0 804552 0 85859 0 22372 0 0 0 0 47469 0 0 0 98208 0 0 1252 0 0 0 471 0 1159666 0 904039 0 222433 0 554548 0 1681020 0 X -1448935 0 927581 0 -521354 0 1159666 0 X -758741 1280095 X X 0 1 X 1 0 X 2181494 2073969 1292349 1164867 369278 7081957 973866 1074297 2574729 2639798 1985667 9248357 3155360 3148266 3867078 3804665 2354945 16330314 0 647897 677158 711062 824169 2860286 647897 677158 711062 824169 2860286 13470028 328 362 457 320 105 1572 328 362 457 320 105 1572 300 1900 2200 2461 8576 11465 15416 17841 55759 3158449 3159104 3879000 3820401 2372891 16389845 0.82190 0.79090 0.00010 0.00010 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X PART X, LINE 2: UJFT, CAMPUS, JCC AND JCCSHR FOUNDATION ARE QUALIFYING NONPROFIT ENTITIES AS DEFINED IN SECTION 501(C) (3) OF THE INTERNAL REVENUE CODE AND ARE THEREFORE EXEMPT FROM FEDERAL AND STATE INCOME TAXES, EXCEPT ON NET INCOME, IF ANY, GENERATED FROM UNRELATED BUSINESS TAXABLE INCOME. FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) 740, INCOME TAXES, PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE ORGANIZATIONS' MANAGEMENT HAS EVALUATED THE IMPACT OF THIS GUIDANCE TO ITS CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATIONS ARE NOT AWARE OF ANY MATERIAL UNCERTAIN TAX POSITIONS, AND HAS NOT ACCRUED THE EFFECT OF ANY UNCERTAIN TAX PROVISIONS AS OF JUNE 30, 2016. THE ORGANIZATIONS' INCOME TAX RETURNS ARE SUBJECT TO EXAMINATION BY TAXING AUTHORITIES, GENERALLY FOR A PERIOD OF THREE YEARS FROM THE DATE THE RETURNS ARE FILED. THE ORGANIZATIONS' POLICY IS TO CLASSIFY INCOME TAX RELATED INTEREST AND PENALTIES IN INTEREST EXPENSE AND OTHER EXPENSES, RESPECTIVELY. GOLF TOURNAMENT 37220 25600 11620 5253 15382 37220 25600 11620 5253 15382 20635 -9015 1 SCHOLARSHIPS 100 178306 SCHOLARSHIPS FOR CHILDREN TO ATTEND PRESCHOOL, BEGINNINGS, KIDS CONNECTION, PJ LIBRARY, AND YOUTH CAMPS. PART I, LINE 2: FINANCIAL ASSISTANCE IS GIVEN TO CHILDREN TO HELP THEM PAY FOR CAMP FEES. AMOUNTS ARE ALSO GIVEN TO THE PRESCHOOL TO HELP FUND THEIR FINANCIAL ASSISTANCE PROGRAM. THE FINANCE COMMITTEE APPROVES THE METHODOLOGY AND RULES. FINANCIAL ASSISTANCE IS BASED ON INCOME LEVEL FOR MEMBERSHIP FEES. A RECIPIENT COMPLETES A FINANCIAL AID APPLICATION AND MUST PROVIDE TWO DOCUMENTS TO SHOW THEIR INCOME. CFO HAS THE FINAL APPROVAL OF WHO RECEIVES THE ASSISTANCE. X X 0 0 0 0 0 0 0 0 0 HARRY GRABER EXECUTIVE VP 0 270249 0 0 0 8376 0 7950 0 4275 0 290850 0 0 SCOTT KATZ CENTER DIRECTOR THROUGH 1.2016 135890 0 0 0 10427 0 3991 0 6503 0 156811 0 0 0 SCOTT KATZ CENTER DIRECTOR PERSONAL EXPENSES X 50000 0 0 1 1 CASH 2016-06-30 56537 ACTUAL CASH VALUE 540535603 UNITED JEWISH FEDERATION OF TIDEWATER 5000 CORPORATE WOODS DRIVE 200 VIRGINIA BEACH VA 23462 501(C)(3) ACCOUNTS RECEIVABLE 2016-06-30 81527 BOOK VALUE 540535603 UNITED JEWISH FEDERATION OF TIDEWATER 5000 CORPORATE WOODS DRIVE 200 VIRGINIA BEACH VA 23462 501(C)(3) PREPAID EXPENSES 2016-06-30 12305 BOOK VALUE 540535603 UNITED JEWISH FEDERATION OF TIDEWATER 5000 CORPORATE WOODS DRIVE 200 VIRGINIA BEACH VA 23462 501(C)(3) FURNITURE AND EQUIPMENT 2016-06-30 61402 COST BASIS 540535603 UNITED JEWISH FEDERATION OF TIDEWATER 5000 CORPORATE WOODS DRIVE 200 VIRGINIA BEACH VA 23462 501(C)(3) INVESTMENT CD 2016-06-30 1252 COST BASIS 540535603 UNITED JEWISH FEDERATION OF TIDEWATER 5000 CORPORATE WOODS DRIVE 200 VIRGINIA BEACH VA 23462 501(C)(3) 1 0 0 0 1 1 1 1 0 PART I, LINE 2E: PERSON(S) INVOLVED: MARTY EINHORN, DAVID LEON, ANDREW FINK, BRITT SIMON, SANDRA PORTER LEON, HOWARD ROESEN, REBECCA TALL, TERRI SARFAN, ROBERT FRIEDMAN, CINDY KRELL, AMY LEVY, TEHILLA MOSTOFSKY, ANDREW NUSBAUM, STEPHANIE PECK, WALLY SCHACHET-BRISKIN, LINDA SPINDEL, STEPHANIE STEERMAN, BRANDON TERKELTAUB. PART I, LINE 2E: EXPLANATION OF INVOLVEMENT: WILL CONTINUE AS BOARD MEMBERS FORM 990, PART V, Q 7G AND 7H QUESTIONS 7G AND 7H DO NOT APPLY TO THE ORGANIZATION BECAUSE THE ORGANIZATION DID NOT HAVE CONTRIBUTIONS OF QUALIFIED INTELLECTUAL PROPERTY OR CONTRIBUTIONS OF CARS, BOATS, AIRPLANES OR OTHER VEHICLES DURING THE YEAR. FORM 990, PART V, Q 1C QUESTION 1C DOES NOT APPLY TO THE ORGANIZATION BECAUSE THE ORGANIZATION DID NOT HAVE BACKUP WITHHOLDING FOR REPORTABLE PAYMENTS TO VENDORS AND REPORTABLE GAMING WINNINGS. FORM 990, PART VI, SECTION A, LINE 2 DAVID LEON IS BROTHER-IN-LAW OF SANDRA PORTER LEON. SANDRA PORTER LEON IS SISTER-IN-LAW OF DAVID LEON. NORMAN SHER IS THE FATHER OF LYNN COHEN. LYNN COHEN IS THE DAUGHTER OF NORMAN SHER. PAUL TERKELTAUB IS THE FATHER OF BRANDON TERKELTAUB. BRANDON TERKELTAUB IS THE SON OF PAUL TERKELTAUB. BRITT SIMON AND ANDREW FINK ARE BROTHERS-IN-LAW. FORM 990, PART VI, SECTION B, LINE 11 A COPY OF THE TAX RETURN WAS MADE AVAILABLE TO THE BOARD BY E-MAIL BEFORE FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION SECURES AN UPDATED CONFLICT OF INTEREST POLICY EACH YEAR. IF ADDITIONAL KNOWLEDGE SURFACES THAT THERE IS A CONFLICT OF INTEREST ISSUE, ACTION IS THEN TAKEN. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: LOSS ON UNCOLLECTED PLEDGES -2,516. GRANT ADJUSTMENT DUE TO MERGER -42,388. DISSOLUTION 1,324,999. FORM 990, PART XII, LINE 2C THE AUDIT COMMITTE MEETS WITH THE INDEPENDENT AUDITOR, REVIEWS THE ANNUAL AUDIT, AND THEN RECOMMENDS ITS APPROVAL OR MODIFICATION TO THE BOARD ON AN ANNUAL BASIS. THE BOARD OF DIRECTORS APPOINTS THE AUDIT COMMITTEE. UNITED JEWISH FEDERATION OF TIDEWATER 5000 CORPORATE WOODS DRIVE SUITE 20 VIRGINIA BEACH VA 23642 540535603 COMMUNITY PROGRAMS VA 501(C)(3) LINE 7 0 UJFT COMMUNITY CAMPUS LLC 5000 CORPORATE WOODS DRIVE SUITE 20 VIRGINIA BEACH VA 23642 043677481 COMMUNITY PROGRAMS VA 501(C)(3) LINE 11A, I UNITED JEWISH FEDERATION OF TIDEWATER 1 JEWISH COMMUNITY CENTER OF SOUTH HAMPTON ROADS FOUNDATION INC 5000 CORPORATE WOODS DRIVE SUITE 20 VIRGINIA BEACH VA 23462 541725286 COMMUNITY PROGRAMS VA 501(C)(3) LINE 11A, I 0 0 0 1 0 1 0 0 0 0 0 1 1 1 1 1 1 1 1 1 UNITED JEWISH FEDERATION OF TIDEWATER INC C 0 CASH UNITED JEWISH FEDERATION OF TIDEWATER INC O 170427 CASH UJFT COMMUNITY CAMPUS LLC K 583306 CASH