2017-05-12T17:51:00-05:00 2016-06-30 264677183 DZH PHILLIPS LLP 135 MAIN STREET 9TH FLOOR SAN FRANCISCO CA 941051815 990 2015-07-01 943227262 PENINSULA JEWISH COMMUNITY CENTER PENI 6503782756 800 FOSTER CITY BOULEVARD FOSTER CITY CA 94404 FRED WEINER CFO 6503782756 2017-05-12 1 JANET L HOLLAND P00176450 4157812500 X 2015 2021-01-29 14:40:06Z PAUL GEDULDIG 800 FOSTER CITY BOULEVARD FOSTER CITY CA 94404 16900753 0 X WWW.PJCC.ORG X 1949 CA PROVIDE SOCIAL, CULTURAL, RECREATIONAL, EDUCATIONAL NEEDS OF THE PENINSULA JEWISH COMMUNITY. 22 22 240 175 0 0 1361592 1104325 15037035 15279425 1480135 219164 212875 240232 18091637 16843146 310982 376896 0 0 9644136 12020326 0 0 304926 6500857 6780773 16455975 19177995 1635662 -2334849 33770797 32164140 10260717 11014646 23510080 21149494 X TO BUILD A CARING AND CONNECTED COMMUNITY, DEVELOP LEADERSHIP AND STRENGTHEN JEWISH IDENTITY AND VALUES IN A CENTER WITH AN ENVIRONMENT THAT IS WELCOMING TO ALL PEOPLE AT EVERY STAGE OF LIFE. THE PJCC OFFERS SOCIAL, CULTURAL, RECREATIONAL AND EDUCATIONAL PROGRAMS AND SERVICES TO THE PENINSULA COMMUNITY. MEMBERSHIP IN THE PJCC IS OPEN TO ALL REGARDLESS OF RELIGIOUS OR ETHNIC BACKGROUND. 0 0 3100588 196587 9433187 HEALTH & FITNESS: THE HEALTH & FITNESS DEPARTMENT CONSISTS OF THE BYER ATHLETIC CENTER, WHICH INCLUDES A FULL COURT GYMNASIUM, INDOOR, OUTDOOR AND KIDDIE POOLS, JACUZZI, SAUNA AND STEAM, GROUP EXERCISE STUDIO, YOGA STUDIO AND TWO ROOMS OF CARDIOVASCULAR AND WEIGHT TRAINING EQUIPMENT. IT OFFERS A FULL COMPLIMENT OF GROUP EXERCISE AND AQUATICS PROGRAMS, AS WELL AS SPECIALIZED PERSONAL TRAINING, PILATES, MASSAGE AND SPA SERVICES. AQUATICS PROGRAMS, INCLUDING GROUP AND PRIVATE LESSONS, SERVE 1,400 PEOPLE PER MONTH FROM SEPTEMBER THROUGH MAY AND 2,500 PER MONTH DURING JUNE, JULY AND AUGUST. 2052933 142622 4141377 EARLY CHILDHOOD EDUCATION: THERE ARE APPROXIMATELY 290 CHILDREN IN PROGRAMS THAT OPERATE FROM 7:30 A.M. - 6:00 P.M. ALTHOUGH THE CHILDREN MAY BE THE PRIMARY CLIENTS, THERE ARE OFFERINGS FOR BOTH SOCIAL PROGRAMS AND PARENTING CLASSES FOR ADULTS. PROGRAMS INCLUDE CLASSES FOR INFANTS AND THEIR PARENTS (6 - 18 MONTHS), TODDLERS (18 MONTHS - 2 YEARS), PRESCHOOL (2 - 5 YEARS) AND SPECIAL PRE-KINDERGARTEN (5 YEARS). DURING THE SUMMER MONTHS, A DAY CAMP EXPERIENCE IS OFFERED FOR CHILDREN 2 - 5 YEARS OF AGE. THE CAMP PROGRAM OFFERS A FULL RANGE OF ACTIVITIES INCLUDING SWIMMING, ARTS AND CRAFTS AND MUSIC. CHILDCARE IS AVAILABLE BEFORE AND AFTER CAMP. APPROXIMATELY 265 CHILDREN PARTICIPATED IN CAMP, WHICH IS AMERICAN CAMPING ASSOCIATION ACCREDITED. 1456519 36784 1595958 ENCOMPASSING THE YOUTH, TEEN, FAMILY AND DAY CAMP DEPARTMENTS: 1,000 CHILDREN BETWEEN KINDERGARTEN AND JUNIOR HIGH AGE WERE SERVED. 560 CHILDREN PARTICIPATED IN A SUMMER DAY CAMP PROGRAM ACCREDITED BY THE AMERICAN CAMPING ASSOCIATION. THE CAMP PROGRAM OFFERS A FULL RANGE OF OUTDOOR ACTIVITIES. AN ADDITIONAL 124 SCHOOL-AGE CHILDREN PARTICIPATED IN VACATION (NON-SUMMER) CAMPS. NINETY FOUR CHILDREN PARTICIPATE IN A STRUCTURED AFTERSCHOOL PROGRAM. THE FAMILY SERVICES DEPARTMENT, IN COOPERATION WITH THE JEWISH LIFE DEPARTMENT, SPONSORS HOLIDAY CELEBRATIONS AND FAMILY EVENTS THROUGHOUT THE YEAR. 11699193 903 128249 THE PJCC OFFERS A UNIQUE BLEND OF SOCIAL, EDUCATIONAL AND CULTURAL PROGRAMS FOR ADULTS AT EVERY PHASE OF THEIR LIVES. ADULTS WILL ENJOY OUR UNIQUE BLEND OF ARTS, LECTURES, CLASSES, TRIPS AND SOCIAL OPPORTUNITIES. EVERY MONTH CLASSES AND WORKSHOPS ARE OFFERED-FOR ALL AGES AND INTERESTS. GROUPS AND CLUBS MEET IN A GROUP SETTING TO EXPLORE DIFFERENT INTERESTS AND SUBJECT MATTERS.THE PJCC HAS A LONG TRADITION OF SERVICE FOR OLDER ADULTS. THERE ARE GROUP OUTINGS, EDUCATIONAL PROGRAMS, AND SOCIAL AND VOLUNTEER OPPORTUNITIES. THE PJCC PROVIDES TRANSPORTATION TO EVENTS AND APPOINTMENT FOR FRAIL AND ELDERLY ADULTS AS WELL AS SOCIALIZATION ACTIVITIES THROUGH ITS AWARD-WINNING GET UP & GO TRANSPORTATION PROGRAM.THE CULTURAL AND PERFORMING ARTS DEPARTMENT OF THE PENINSULA JEWISH COMMUNITY CENTER OFFERS HIGH-QUALITY, MULTI-DISCIPLINARY ARTS PROGRAMMING AND CULTURAL OPPORTUNITIES. INTIMATE PERFORMANCES, LECTURES, ART EXHIBITS AND WORKSHOPS, FEATURING EMERGING AND ESTABLISHED ARTISTS AND THINKERS, WILL STRIVE TO ENTERTAIN, EDUCATE AND ENLIGHTEN.PJCC OFFERS A VARIETY OF JEWISH PROGRAMS AND EVENTS THROUGHOUT THE YEAR THAT OFFER A CHANCE TO MEET NEW PEOPLE AND GET INVOLVED IN CULTURAL ACTIVITIES AND HOLIDAY CELEBRATIONS. JEWISH WELLNESS CLASSES OFFER JUDAISM'S WISDOM, TEACHINGS, AND PRACTICES FOR RESOURCED, INTEGRATED, AND RESILIENT LIVES TO ENHANCE OUR PHYSICAL, EMOTIONAL, MENTAL, AND SPIRITUAL WELL-BEING.PJCC PROMOTE FEEDING THE COMMUNITY WHO ARE CHALLENGED WITH HUNGER ISSUES THROUGH ITS JUSTICE GARDEN BY GROWING FRUIT AND VEGETABLES IN ITS GARDEN THAT IS PROVIDED TO A LOCAL FAMILY HOMELESS SHELTER. 11699193 903 128249 18309233 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 78 0 240 1 0 0 0 0 0 1 1 0 0 0 0 X 22 22 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X FRED WEINER CFO 6503782785 800 FOSTER CITY BOULEVARD FOSTER CITY CA 94404 KATHLEEN REICH PRESIDENT 6.00 1.00 X X 0 0 0 CHRISTY JECK VICE PRESIDENT 2.00 X X 0 0 0 DAVID WEINSTEIN VICE PRESIDENT 2.00 X X 0 0 0 JODI ZWIEBACH VICE PRESIDENT 2.00 X X 0 0 0 MICHAEL BERMAN IMMEDIATE PAST PRESIDENT 2.00 X X 0 0 0 SHEILA LEDERER SECRETARY 2.00 X X 0 0 0 ERIN LAGER TREASURER 2.00 X X 0 0 0 ALEX ANDERMAN DIRECTOR 2.00 X 0 0 0 AUDRA GREENSPAN DIRECTOR 2.00 X 0 0 0 CINDY PANCHULA DIRECTOR 2.00 X 0 0 0 CONNIE CHEN DIRECTOR 2.00 X 0 0 0 DANIEL FEITELBERG DIRECTOR 2.00 X 0 0 0 DEBBIE GOREN DIRECTOR 2.00 X 0 0 0 ELLEN SALIMAN DIRECTOR 2.00 X 0 0 0 LISA MENDELL DIRECTOR 2.00 X 0 0 0 LYNDA GRAHAM-HELWIG DIRECTOR 2.00 X 0 0 0 NEAL RUBIN DIRECTOR 2.00 X 0 0 0 PAULA MEIER DIRECTOR 2.00 X 0 0 0 PETER POLLAT MD DIRECTOR 2.00 X 0 0 0 SANDEEP GOEL DIRECTOR 2.00 X 0 0 0 STAN FEINBERG DIRECTOR 2.00 X 0 0 0 WENDY VERBA DIRECTOR 2.00 X 0 0 0 DEBORAH PINSKY EXECUTIVE DIRECTOR (UNTIL 9/2015) 38.00 2.00 X 312607 0 25317 PAUL GEDULDIG EXECUTIVE DIRECTOR (AS OF 9/2015) 38.00 2.00 X 71179 0 3646 FRED WEINER CHIEF FINANCIAL OFFICER 33.00 7.00 X 188554 0 13211 JANE POST ASSOC EXECUTIVE DIRECTOR 40.00 X 180524 0 20504 LAURA TOLLER GARDNER CHIEF MARKETING OFFICER 40.00 X 146057 0 16536 MARIA BURNS DIRECTOR OF DEVELOPMENT 40.00 X 137065 0 10037 STEPHANIE LEVIN DIRECTOR OF PROGRAMS 40.00 X 131281 0 16554 RABBI LAVEY DERBY DIRECTOR OF JEWISH LIFE 40.00 X 103420 0 50568 MARLIN SEGAL PROPERTY MANAGER 40.00 X 120869 0 16694 SUZANNE MOORE CONTROLLER 40.00 X 112872 0 20933 1504428 0 194000 10 0 1 0 ACTIVE WELLNESS LLC 4000 BRIDGEWAY SUITE 101 SAUSALITO CA 94965 FITNESS MANAGEMENT COMPANY 3739782 TRACTION SALES & MARKETING INC 2700 PRODUCTION WAY SUITE 500 BURNABY BC CA V5A 0C2 SOFTWARE DEVELOPMENT 210571 JCC ASSOCIATION 520 8TH AVENUE NEW YORK NY 10018 TRADE ASSOCIATION 172124 ASPEN MARKETING 1240 NORTH AVENUE WEST CHICAGO IL 60185 DIRECT MAIL 106056 4 46277 154148 903900 154148 1104325 MEMBERSHIP DUES 623000 7832133 7832133 PROGRAM REVENUE 624100 7447292 7447292 15279425 224978 224978 194001 0 194001 194001 194001 800 6614 -5814 -5814 -5814 19619 46277 19619 0 58259 31374 26885 26885 OTHER INCOME 624100 19346 19346 19346 16843146 15298771 0 440050 376896 376896 572340 546383 11199 14758 7284396 6954025 142534 187837 2455084 2329213 117675 8196 1291003 1270160 17029 3814 417503 392626 10732 14145 254617 254386 231 20786 19747 1039 50980 48431 2549 11707 11660 47 214132 202822 8690 2620 1099629 1036672 47848 15109 1946834 1850078 96756 32429 30997 1116 316 615384 584615 30769 1323633 1257451 66182 INDEPENDENT CONTRACTORS 533910 501483 1659 30768 PROGRAM EXPENSES 342066 342066 MISCELLANEOUS 334666 299522 7781 27363 19177995 18309233 563836 304926 5116044 4454811 170342 87615 276430 208153 249672 111381 35946322 16842085 19742183 19104237 7698513 7679015 350000 350000 167613 168928 33770797 32164140 1364934 1273597 1552462 1615852 7343321 8125197 10260717 11014646 X 14720501 12541886 2769545 2576004 6020034 6031604 23510080 21149494 33770797 32164140 -2334849 -25737 0 X X 0 1 X 1 0 X 1212350 2077603 2074604 1361592 1104325 7830474 1212350 2077603 2074604 1361592 1104325 7830474 7830474 410522 413574 463994 460728 418979 2167797 9998271 70359178 0.78320 0.80510 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8149794 11570 199030 218360 8142034 8130196 7834 226206 214442 8149794 7145531 11760 1109447 136542 8130196 6487624 7691 803580 153364 7145531 6665012 7367 -118255 66500 6487624 1.00000 0 0 32901375 14584767 18316608 767112 591231 175881 2277835 1666087 611748 19104237 CAPITAL LEASE OBLIGATION 6010084 NOTE PAYABLE - PENSION TERMINATION 2115113 8125197 X 16694635 -25737 -25737 16720372 122774 122774 16843146 17051254 31374 31374 17019880 2158115 2158115 19177995 PART V, LINE 4: PERMANENT ENDOWMENT FUNDS WERE ESTABLISHED TO PROVIDE LONG-TERM PROGRAMMATIC SUPPORT FOR MISSION DRIVEN PROGRAMS IN THE AREAS OF THE CULTURE AND THE ARTS, ADULT AND JEWISH PROGRAMS, AMONG OTHER ACTIVITIES AND PROGRAMS. PART X, LINE 2: THE CENTER IS EXEMPT FROM PAYING FEDERAL AND STATE INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND BY THE CALIFORNIA REVENUE AND TAXATION CODE UNDER SECTION 23701D. EACH YEAR, MANAGEMENT CONSIDERS WHETHER ANY MATERIAL TAX POSITION THE CENTER HAS TAKEN IS MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPLICABLE TAX AUTHORITY. MANAGEMENT BELIEVES THAT ANY POSITIONS THE CENTER HAS TAKEN ARE SUPPORTED BY SUBSTANTIAL AUTHORITY. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -31,374. IN-KIND CONTRIBUTION OF FIXED ASSETS 154,148. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 31,374. PART XII, LINE 4B - OTHER ADJUSTMENTS: PENSION TERMINATION COSTS 2,158,115. ANNUAL GALA FUNDRAISER 52056 52056 19355 52056 52056 19355 19355 -19355 1 FINANCIAL ASSISTANCE AWARDS 623 376896 FMV FINANCIAL ASSISTANCE AWARDS PART I, LINE 2: FINANCIAL ASSISTANCE AWARDS ARE ONLY GRANTED FOR PARTICIPANTS TO ATTEND THE ORGANIZATION'S OWN PROGRAMS. THE FINANCIAL ASSISTANCE AWARD GUIDELINES ARE AS FOLLOWS: 1. ALL REQUESTS FOR FINANCIAL ASSISTANCE ARE SUBJECT TO AND LIMITED BY AVAILABLE FUNDS. 2. APPLICANTS FOR FINANCIAL ASSISTANCE REGARDING MEMBERSHIP MUST SUBMIT A PJCC FINANCIAL ASSISTANCE APPLICATION FORM ("FORM"), ALONG WITH REQUIRED ATTACHMENTS. APPLICANTS FOR FINANCIAL ASSISTANCE REGARDING EARLY CHILDHOOD EDUCATION AND CAMPS MUST COMPLETE AN ONLINE APPLICATION AND INFORMATION PROVIDED BY A THIRD-PARTY SERVICE WHICH COLLECTS, ORGANIZES AND ANALYZES THE APPLICANTS' INFORMATION INCLUDING FINANCIAL ATTACHMENTS (E.G.: TAX RETURNS). ONLY COMPLETED FORMS WITH REQUIRED ATTACHMENTS ARE CONSIDERED. 3. RECEIPT OF A FORM DOES NOT GUARANTEE THAT FINANCIAL ASSISTANCE WILL BE AWARDED. 4. A SINGLE FORM MAY BE SUBMITTED FOR MEMBERSHIP, EARLY CHILDHOOD EDUCATION, CAMP, AND OTHER PROGRAMS. 5. GENERALLY, FORMS FOR EARLY CHILDHOOD EDUCATION AND CAMP WILL BE REVIEWED DURING THE MONTHS OF MARCH AND APRIL, AND ALL OTHER FORMS WILL BE REVIEWED WITHIN 30-60 DAYS OF SUBMISSION. PRIORITY FOR ECE FINANCIAL ASSISTANCE WILL BE GIVEN TO FAMILIES REQUIRING FULL-TIME, YEAR-ROUND CHILDCARE. AN INTERVIEW MAY BE HELD WITH THE APPLICANT AS PART OF THE REVIEW PROCESS. APPLICANTS WILL BE NOTIFIED OF FINANCIAL ASSISTANCE DECISIONS AS SOON AS POSSIBLE. 6. PJCC MEMBERSHIP FINANCIAL ASSISTANCE ARE VALID FOR ONE YEAR. 7. TIMEFRAMES FOR PROGRAM FINANCIAL ASSISTANCE WILL BE DESIGNATED BY THE PJCC (E.G.: A PRESCHOOL YEAR OR CAMP SESSION). 8. FINANCIAL ASSISTANCE RECIPIENTS MUST REAPPLY ANNUALLY BY SUBMITTING UPDATED FINANCIAL INFORMATION FOR PJCC REVIEW (SEE FORM FOR REQUIREMENTS). DUE TO THE LIMITED AVAILABILITY OF FUNDS FOR FINANCIAL ASSISTANCE, THE RECIPIENTS ARE REQUESTED THAT IF AND WHEN THEIR FINANCIAL CIRCUMSTANCES IMPROVE, THEY SHOULD PAY BACK ALL OR PART OF THE ASSISTANCE THEY RECEIVED. THIS WILL MAXIMIZE THE PJCC'S ABILITY TO HELP OTHERS IN SIMILAR CIRCUMSTANCES. X X X X 0 0 0 0 0 0 0 0 0 DEBORAH PINSKY EXECUTIVE DIRECTOR (UNTIL 9/2015) 312607 0 0 0 0 0 15566 0 9751 0 337924 0 0 0 FRED WEINER CHIEF FINANCIAL OFFICER 188554 0 0 0 0 0 10262 0 2949 0 201765 0 0 0 JANE POST ASSOC EXECUTIVE DIRECTOR 180524 0 0 0 0 0 17884 0 2620 0 201028 0 0 0 LAURA TOLLER GARDNER CHIEF MARKETING OFFICER 146057 0 0 0 0 0 7035 0 9501 0 162593 0 0 0 RABBI LAVEY DERBY DIRECTOR OF JEWISH LIFE 103420 0 0 0 0 0 5070 0 45498 0 153988 0 0 0 X 5 18660 FMV X LEASEHOLD IMPROVEMENTS AND REDUCED CAPITAL LEASES 1 154148 COST 0 1 0 PART I, LINE 32B: DONATIONS MUST BE COMMENSURATE WITH THE FEDERAL AND STATE REGULATIONS UNDER SECTION 501(C)(3). FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION HAS A MANAGEMENT SERVICE CONTRACT WITH ACTIVE WELLNESS LLC FOR MANAGEMENT OF THE HEALTH AND FITNESS DEPARTMENT. THE MANAGEMENT COMPANY AND ITS MANAGEMENT REPRESENTATIVES ARE OVERSEEN BY A KEY EMPLOYEE. FORM 990, PART VI, SECTION B, LINE 11 THE COMPLETED FORM 990 IS EMAILED TO ALL MEMBERS OF THE GOVERNING BODY FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS INTERESTED PARTIES ANNUALLY REVIEW THE POLICY AND SUBMIT SIGNED POTENTIAL CONFLICT OF INTEREST STATEMENTS IF A CONFLICT ARISES. THE STATEMENTS ARE REVIEWED BY THE ORGANIZATION'S PRESIDENT, WHO ADVISES THE EXECUTIVE COMMITTEE OF THE CONFLICT AND ATTEMPTS TO RESOLVE ANY ACTUAL OR POTENTIAL CONFLICT. IN THE ABSENCE OF RESOLUTION, THE MATTER IS REFERRED TO THE BOARD OF DIRECTORS AS APPROPRIATE. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS REVIEWS THE COMPENSATION OF THE EXECUTIVE DIRECTOR BASED ON THE TIMING OF THE EMPLOYMENT AGREEMENT. THE EXECUTIVE DIRECTOR PERIODICALLY REVIEWS THE COMPENSATION OF MANAGEMENT TEAM MEMBERS: ASSOCIATE EXECUTIVE DIRECTOR, CHIEF FINANCIAL OFFICER, CHIEF MARKETING AND MEMBERSHIP OFFICER, DEVELOPMENT DIRECTOR, DIRECTOR OF PROGRAMS, AND DIRECTOR OF JEWISH LIFE. EXECUTIVE DIRECTOR CONSULTS WITH BOARD PRESIDENT AND BOARD EXECUTIVE COMMITTEE AS APPROPRIATE. IN EACH PROCESS, THE FOLLOWING IS DONE: A. REVIEW & APPROVAL BY INDEPENDENT PERSONS OR CONSULTANTS -- PRESIDENT AND BOARD EXECUTIVE COMMITTEE AS APPROPRIATE B. REVIEW OF THE POLICIES AND PROCEDURES OF SIMILAR ORGANIZATIONS. C. PERIODIC COMPENSATION SURVEYS. D. WRITTEN EMPLOYMENT AGREEMENTS. E. DOCUMENTATION IN PERSONNEL ACTION FORMS WITH SIGNATURE APPROVALS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE AUDIT COMMITTEE SELECTS AN INDEPENDENT AUDITOR TO REVIEW THE FINANCIAL STATEMENT OF PJCC AND ITS RELATED ENTITIES. THERE WAS NO CHANGE IN THE SELECTION PROCESS DURING THE CURRENT YEAR. NORTH PENINSULA JEWISH CAMPUS 800 FOSTER CITY BOULEVARD FOSTER CITY CA 94404 943362338 TO ENSURE THE DEVELOPMENT AND FINANCIAL MANAGEMENT OF THE CAMPUS FACILITIES CA 501(C)(3) LINE 11B, II N/A 0 RONALD C WORNICK JEWISH DAY SCHOOL 830 FOSTER CITY BOULEVARD FOSTER CITY CA 94404 942993909 EDUCATE K-8 CHILDREN IN A WAY THAT INSPIRES A LIFE-LONG JOY OF LEARNING CA 501(C)(3) LINE 2 N/A 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 1