2017-11-06T09:58:52-06:00 2016-12-31 420714325 RSM US LLP 501 NORTH 44TH STREET SUITE 300 PHOENIX AZ 850086586 990 2016-01-01 453910992 THE JEWISH COMMUNITY ASSOCIATION OF GREATER PHOENIX JEWI 4804837121 12701 N SCOTTSDALE ROAD STE 201 SCOTTSDALE AZ 85254 MARTY HABERER EXECUTIVE DIRECTOR 4804837121 2017-11-03 1 BROOKE WILSON P01359686 6026366000 108.171.131.186 2017-11-03 15:15:13 US P FAA9F7942376CF632E8E80BDFE53CC4A6089A48C 472A800C42211338EE65738EE9E8607954DE88C0 2016 2021-01-29 14:40:06Z MARTY HABERER 12701 N SCOTTSDALE ROAD STE 201 SCOTTSDALE AZ 85254 6794566 0 X WWW.JEWISHPHOENIX.ORG X 2011 AZ FUNDRAISING TO SUPPORT OTHER NONPROFIT ORGANIZATIONS AND OVERSIGHT/MANAGEMENT OF THE JEWISH COMMUNITY CAMPUS. 26 24 25 250 0 0 4956096 4689378 852392 1478604 75423 2346 756540 566238 6640451 6736566 1742810 1886211 0 0 1875921 2078323 0 7500 639174 3478265 2866598 7096996 6838632 -456545 -102066 31223040 32700369 4077702 5657095 27145338 27043274 X OUR MISSION IS TO STRENGTHEN AND SUSTAIN A VIBRANT, INCLUSIVE COMMUNITY THAT ENRICHES LIVES THROUGH JEWISH VALUES, INNOVATION AND STEWARDSHIP. 0 0 4608809 1886211 6736566 IN 2016, 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 2016, THE ASSOCIATION APPROVED ALLOCATIONS TOTALING $1.9 MILLION TO ORGANIZATIONS, WHICH BENEFITED MORE THAN 30 JEWISH PROGRAMS, LOCALLY, NATIONALLY, IN ISRAEL AND OVERSEAS. MORE THAN 400 COMMUNITY MEMBERS ATTENDED THE ASSOCIATION'S LARGE-SCALE EVENT - THE ANNUAL MEETING, FEATURING THEMES WITH A CONNECTING THREAD, THE POWER OF YOU AND THE POWER OF THE COMMUNITY. 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. 4608809 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 22 0 1 25 1 0 0 0 0 0 1 1 0 0 0 0 X 26 24 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 CHAIRMAN 1.00 X X 0 0 0 ROBERT SILVER DIRECTOR 1.00 X 0 0 0 MARK FELDMAN DIRECTOR 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 DIRECTOR 1.00 X 0 0 0 BRYAN KORT DIRECTOR 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 CYNDI ROSENTHAL DIRECTOR 1.00 X 0 0 0 IRWIN KANEFSKY DIRECTOR 1.00 X 0 0 0 BARRY MARKSON DIRECTOR 1.00 X 0 0 0 JONNY BASHA DIRECTOR 1.00 X 0 0 0 DAVID FRIEDMAN 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 AMIR GLOGAU 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 STUART WACHS CEO 35.00 15.00 X X 226957 97267 24466 HOWARD SCKOLNIK CFO 35.00 15.00 X X 86792 37196 13906 MARTY HABERER CDO 40.00 10.00 X X 128255 32064 10447 DAVID WEINER SECRETARY 1.00 X X 0 0 0 OFER ALPHABET CIO 20.00 10.00 X 93616 43979 4506 535620 210506 53325 2 0 1 0 DANU CONSTRUCTION 12188 N 98TH ST SCOTTSDALE AZ 85260 CONSTRUCTION 2581037 OPENWORKS 4742 N 24TH ST PHOENIX AZ 85016 JANITORIAL 287895 SCOTTSDALE SOLAR HOLDING 5055 N 32ND ST PHOENIX AZ 85018 ENERGY 176765 3 5000 4684378 142227 4689378 FACILITY CHARGES 532000 1478604 1478604 1478604 2346 2346 84797 5000 58000 26797 26797 MISC INCOME 900099 539441 539441 539441 6736566 2018045 0 29143 1886211 1886211 588945 588945 1489378 780173 275188 434017 140547 140547 25000 25000 7500 7500 13250 13250 57497 1505 55480 512 26113 3714 19599 2800 147132 147132 135941 106683 29258 969661 932303 37358 23861 11813 12048 REPAIRS AND MAINTENANCE 664944 664944 UTILITIES 226620 226620 PROGRAM SUPPLIES AND FO 221465 35168 45830 140467 BAD DEBT 73617 33762 39855 140950 32596 136839 -28485 6838632 4608809 1590649 639174 X 804 315666 1773871 1088981 998333 297760 41657 72812 80684 41101660 11102308 27987812 29999352 1000 0 1264677 31223040 32700369 -233714 1143670 426935 12220 28592 3864171 4276365 8090 208468 4077702 5657095 X 26286160 26544245 859178 499029 27145338 27043274 31223040 32700369 -102066 0 X 0 1 X 0 0 X 3478958 3107177 6407709 4956096 4689378 22639318 3478958 3107177 6407709 4956096 4689378 22639318 2545202 20094116 24773 14196 26615 8663 2346 76593 5893 5893 19165 2659 19147 127577 539441 707989 23429793 6654754 0.85760 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10187000 10187000 27305661 8253963 19051698 3608999 2848345 760654 29999352 CAPITAL LEASE OBLIGATIONS 68834 DUE TO RELATED PARTY -60968 LINE OF CREDIT 200602 208468 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 43257 6964 36293 43257 6964 36293 WOMEN'S IGNITION 27663 5000 22663 22600 10000 7400 NOWGEN 20962 0 20962 2000 15 41172 0 41172 9500 6500 89797 5000 84797 22600 19500 15900 58000 26797 1 VALLEY OF THE SUN JEWISH COMMUNITY CENTER 12701 N SCOTTSDALE ROAD 203 SCOTTSDALE AZ 85254 860622258 501(C)(3) 545500 LOCAL SUPPORT JEWISH FEDERATIONS OF NORTH AMERICA 25 BROADWAY SUITE 1700 NEW YORK NY 100041010 131624240 501(C)(3) 370000 LOCAL AND OVERSEAS PROGRAM SUPPORT JEWISH FAMILY & CHILDREN SERVICES 4220 N 20TH AVE PHOENIX AZ 85012 860096781 501(C)(3) 302000 LOCAL SUPPORT EAST VALLEY JCC 908 N ALMA SCHOOL RD CHANDLER AZ 85224 860618301 501(C)(3) 82600 LOCAL SUPPORT HILLEL AT ASU 1012 SOUTH MILL AVE TEMPE AZ 85281 866053800 501(C)(3) 134000 LOCAL SUPPORT BUREAU OF JEWISH EDUCATION 12701 N SCOTTSDALE ROAD 206 SCOTTSDALE AZ 85254 860560654 501(C)(3) 56000 LOCAL SUPPORT ISRAEL CENTER 12701 N SCOTTSDALE ROAD SCOTTSDALE AZ 85254 860622258 501(C)(3) 51125 LOCAL SUPPORT PARDES JEWISH DAY SCHOOL 12701 N SCOTTSDALE ROAD SCOTTSDALE AZ 85254 860969657 501(C)(3) 75490 LOCAL SUPPORT COUNCIL FOR JEWS WITH SPECIAL NEEDS 12701 N SCOTTSDALE ROAD STE 205 SCOTTSDALE AZ 85254 860626273 501(C)(3) 33700 LOCAL SUPPORT VALLEY BEIT MIDRASH 4645 E MARILYN RD PHOENIX AZ 85032 455443715 501(C)(3) 23000 LOCAL SUPPORT PHOENIX HEBREW ACADEMY 515 E BETHANY HOME RD PHOENIX AZ 85012 860199058 501(C)(3) 19470 LOCAL SUPPORT TORAH DAY SCHOOL 1118 W GLENDALE AVE PHOENIX AZ 85021 273219251 501(C)(3) 35145 LOCAL SUPPORT JEWISH FREE LOAN 3443 N CENTRAL AVE 707 PHOENIX AZ 85012 866052446 501(C)(3) 11000 LOCAL SUPPORT BBYO 12701 N SCOTTSDALE ROAD 203 SCOTTSDALE AZ 85254 311794932 501(C)(3) 6250 LOCAL SUPPORT THE FRIENDSHIP CIRCLE AND SMILE ON SENIORS 2110 EAST LINCOLN DRIVE PHOENIX AZ 85016 860441056 501(C)(3) 1350 LOCAL SUPPORT SHE'ARIM GIRLS HIGH SCHOOL 715 E SIERRA VISTA DR PHOENIX AZ 85014 412211077 501(C)(3) 6105 LOCAL SUPPORT JEWISH GENETIC SCREENING 12701 N SCOTTSDALE ROAD 203 SCOTTSDALE AZ 85254 860441056 501(C)(3) 5600 LOCAL SUPPORT 17 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 1 0 STUART WACHS CEO 212551 91093 14406 6174 0 0 9256 0 15210 0 251423 97267 0 0 MARTY HABERER CDO 128255 32064 0 0 0 0 4950 0 5497 0 138702 32064 0 0 PART I, LINE 1A AS PRESIDENT/CEO OF BOTH THE JEWISH COMMUNITY ASSOCIATION OF GREATER PHOENIX (JCC) AND VALLEY OF THE SUN JEWISH COMMUNITY CENTER (VOSJCC), STUART WACHS WAS PROVIDED A FREE MEMBERSHIP AT THE VOSJCC, WHICH IS IN THE VOSJCC NORMAL COURSE OF BUSINESS. PART I, LINE 4A OFER ALPHABET - SEVERANCE PAYMENT $49,637 PART I, LINE 7 STUART WACHS RECEIVED A BONUS DURING THE YEAR. THE BONUS IS DETERMINED BY THE BOARD MEMBERS' REVIEW OF PROGRESS TOWARDS CAMPAIGN GOALS AND OTHER PERFORMANCE MEASURES. DAVID WEINER BOARD MEMBER/SECRETARY 474034 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 5651 SOLD FURNITURE TO THE ORGANIZATION 0 RUDY TRIOSI BOARD MEMBER 10669 BACKGROUND CHECKS 0 ROBERT SILVER BOARD MEMBER 2304 ANNUAL MAINTENANCE SERVICES 0 X 23 142227 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 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. FORM 990, PART X, LINE 26 AND 27 PRIOR YEAR BALANCE SHEET REFLECTS A RECLASSIFICATION OF AN INTERCOMPANY BALANCE BETWEEN LIABILITIES AND EQUITY OF 595500. JEWISH COMMUNITY CAMPUS LLC 12701 N SCOTTSDALE RD STE 201 SCOTTSDALE AZ 85254 860096784 MANAGEMENT AZ 3000500 30681600 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 596625 COST VALLEY OF THE SUN JEWISH COMMUNITY CENTER J 900100 COST VALLEY OF THE SUN JEWISH COMMUNITY CENTER O COST