2016-11-08T09:39:53-06:00 2015-12-31 364538293 LUDWIG KLEWER & CO PLLC 4783 E CAMP LOWELL DR TUCSON AZ 85712 990 2015-01-01 860096795 JEWISH FEDERATION OF SOUTHERN ARIZONA JEWI 5205779393 3822 E RIVER ROAD TUCSON AZ 85718 STUART MELLAN PRESIDENT/CEO 5205779393 2016-11-04 ERIC S RUDNER CPA P00378841 5205450500 2016-11-04 2015 2017-02-10 21:41:12Z THOMAS WARNE 3822 E RIVER ROAD TUCSON AZ 85718 5389418 false X JFSA.ORG X 1947 AZ GUIDED BY THE JEWISH VALUES OF TZEDAKAH (RIGHTEOUS GIVING), CHESED (LOVING KINDNESS), AND TIKKUN OLAM (REPAIRING OF THE WORLD), WE BRING THE JEWISH COMMUNITY TOGETHER TO HELP THOSE IN NEED TO STRENGTHEN AND PRESERVE THE JEWISH PEOPLE AT HOME AND AROUND THE WORLD. THE FEDERATION SERVES AS THE FUNDRAISING, ADMINISTRATIVE AND PLANNING ORGANIZATION FOR VARIOUS RELATED SOCIAL SERVICE AND EDUCATIONAL AGENCIES SERVING THE TUCSON COMMUNITY, WITH SPECIAL EMPHASIS ON THE JEWISH COMMUNITY. THE FEDERATION ALSO INCLUDES THE OPERATIONS OF THE ARIZONA JEWISH POST (POST) WHICH PUBLISHES A COMMUNITY- WIDE NEWSPAPER REPORTING ON AND DIRECTED TOWARD THE TUCSON JEWISH COMMUNITY. 31 31 53 500 292242 -67541 4463675 4816193 449450 500352 6564 5727 -52087 -31763 4867602 5290509 2552494 2713411 0 1582095 1620713 0 428090 868753 1012497 5003342 5346621 -135740 -56112 16769341 16484669 484452 609983 16284889 15874686 X GUIDED BY THE JEWISH VALUES OF TZEDAKAH (RIGHTEOUS GIVING), CHESED (LOVING KINDNESS), AND TIKKUN OLAM (REPAIRING OF THE WORLD), WE BRING THE JEWISH COMMUNITY TOGETHER TO HELP THOSE IN NEED TO STRENGTHEN AND PRESERVE THE JEWISH PEOPLE AT HOME AND AROUND THE WORLD. THE FEDERATION SERVES AS THE FUNDRAISING, ADMINISTRATIVE AND PLANNING ORGANIZATION FOR VARIOUS RELATED SOCIAL SERVICE AND EDUCATIONAL AGENCIES SERVING THE TUCSON COMMUNITY, WITH SPECIAL EMPHASIS ON THE JEWISH COMMUNITY. THE FEDERATION ALSO INCLUDES THE OPERATIONS OF THE ARIZONA JEWISH POST (POST) WHICH PUBLISHES A COMMUNITY- WIDE NEWSPAPER REPORTING ON AND DIRECTED TOWARD THE TUCSON JEWISH COMMUNITY. false false 4245113 2713411 208110 SINCE 1946, THE JEWISH FEDERATION OF SOUTHERN ARIZONA HAS SERVED AS THE CENTRAL FUNDRAISING AND PLANNING ORGANIZATION OF SOUTHERN ARIZONA'S JEWISH COMMUNITY. THE ANNUAL JEWISH FEDERATION COMMUNITY CAMPAIGN IS THE LIFELINE OF OUR COMMUNITY - PROVIDING HUMANITARIAN, EDUCATIONAL AND CULTURAL SERVICES TO A JEWISH COMMUNITY NUMBERING MORE THAN 28,000, INCLUDING HUNDREDS OF VOLUNTEERS. OUR BENEFICIARIES PROVIDE NONSECTARIAN SERVICES TO THE ENTIRE TUCSON COMMUNITY. IN ADDITION, FUNDS RAISED BY THE CAMPAIGN SUPPORT RESCUE AND RELIEF EFFORTS FOR JEWS AND NON-JEWS IN 60 COUNTRIES AROUND THE WORLD. THE FEDERATION'S PROGRAM ARMS INCLUDE: - THE ANNUAL COMMUNITY CAMPAIGN IS THE LIFELINE OF OUR JEWISH COMMUNITY. FUNDS RAISED ARE DISTRIBUTED TO LOCAL BENEFICIARY AGENCIES, AS WELL AS TO JEWISH FEDERATIONS OF NORTH AMERICA, WHICH COORDINATES LIFESAVING HUMANITARIAN EFFORTS FOR JEWS AND NON-JEWS IN ISRAEL AND 60 COUNTRIES AROUND THE WORLD. SIGNATURE PROGRAMS INCLUDE MAIMONIDES, REAP, AND LEADERSHIP DEVELOPMENT. - THE COALITION FOR JEWISH EDUCATION (CJE) OFFERS JEWISH EDUCATION FOR PEOPLE OF ALL AGES AND ALL LEVELS OF JUDAIC KNOWLEDGE. SIGNATURE PROGRAMS INCLUDE HEBREW HIGH, PJ LIBRARY, AND RELIGIOUS SCHOOL SPECIAL NEEDS EDUCATION. - THE ARIZONA JEWISH POST, AZJEWISHPOST.COM, JFSA.ORG, JEWISH TUCSON NEWSFLASH AND JEWISH TUCSON.ORG ARE THE PRIMARY COMMUNICATIONS VEHICLES FOR THE LOCAL JEWISH COMMUNITY. - THE OUTREACH CONNECTION MAKES SURE THAT INDIVIDUALS WHO ARE NEWCOMERS OR NEWLY INVOLVED ARE WELCOMED AND INVOLVED. SINCE 2012, AN ADDITIONAL FEDERATION OFFICE DIRECTED TOWARD OUTREACH OPERATED ON TUCSON'S NORTHWEST SIDE. - THE JEWISH COMMUNITY RELATIONS COUNCIL (JCRC) IS THE PUBLIC AFFAIRS AND SOCIAL ACTION ARM OF THE FEDERATION. GUIDED BY DEMOCRATIC IDEALS AND JEWISH VALUES, THE JCRC PROVIDES A FORUM FOR THE JEWISH COMMUNITY TO RESPOND TO ISSUES OF CONCERN THROUGH EDUCATION, ADVOCACY, AND CIVIC ACTIVITY. SIGNATURE PROGRAMS ARE HOMER DAVIS, HOLOCAUST EDUCATION, AND JEWISH-LATINO TEEN COALITION. - WOMEN'S PHILANTHROPY PARTICIPANTS PLAY A MAJOR ROLE IN ENHANCING AND IMPLEMENTING FEDERATION PROJECTS. OPPORTUNITIES FOR EDUCATION, PERSONAL ENRICHMENT, COMMUNITY OUTREACH, AND LEADERSHIP DEVELOPMENT CAN ALL BE FOUND WITHIN WOMEN'S PHILANTHROPY. SPECIAL PROGRAMS INCLUDE CONNECTIONS, LION OF JUDAH, AND YOUNG WOMEN'S CABINET. MAJOR RECIPIENTS OF FEDERATION FUNDING ARE: - THE JEWISH FEDERATIONS OF NORTH AMERICA - THE TUCSON JEWISH COMMUNITY CENTER - HANDMAKER JEWISH SERVICES FOR THE AGING - TUCSON HEBREW ACADEMY - JEWISH FAMILY AND CHILDREN'S SERVICES - U OF A HILLEL FOUNDATION - JEWISH HISTORY MUSEUM/HOLOCAUST HISTORY CENTER 4245113 true true false false false false false false false true true true false false false true false true false false false false false false true false false true true true false false false false false false false false true true false false false true false false false true 35 0 true 53 true true true false false false false true true false false false false X 31 31 true false false false false false false true true false false true true true true true true true true false AZ X X X KIM EGITA 5205779393 3822 E RIVER ROAD TUCSON AZ 85718 STEPHANIE AARON VIRTUE OF PO 1.00 X 0 0 0 BRUCE ASH DIRECTOR 1.00 X 0 0 0 MARCIA ABELSON VIRTUE OF PO 1.00 X 0 0 0 JEFF ARTZI DIRECTOR 1.00 X 0 0 0 AUDREY BROOKS VIRTUE OF PO 1.00 X 0 0 0 STEVEN CAINE DIRECTOR 1.00 X 0 0 0 MARILYN EINSTEIN DIRECTOR 1.00 X 0 0 0 AVI ERBST DIRECTOR 1.00 X 0 0 0 JULIE FELDMAN DIRECTOR 1.00 X 0 0 0 ELLEN FREEMAN DIRECTOR 1.00 X 0 0 0 MADELINE FRIEDMAN DIRECTOR 1.00 X 0 0 0 ADAM GOLDSTEIN DIRECTOR 1.00 X 0 0 0 BILL HOLMES DIRECTOR 1.00 X 0 0 0 SHELLY KIPPUR DIRECTOR 1.00 X 0 0 0 JANE KIVEL VIRTUE OF PO 1.00 X 0 0 0 HELAINE LEVY VICE CHAIR 1.00 X X 0 0 0 DONNA MOSER VIRTUE OF PO 1.00 X 0 0 0 DEBORAH OSERAN DIRECTOR 1.00 X 0 0 0 TERRY PERL VIRTUE OF PO 1.00 X 0 0 0 MITCH POZEZ DIRECTOR 1.00 X 0 0 0 LOWELL ROTHSCHILD DIRECTOR 1.00 X 0 0 0 RACHAEL RIVERA DIRECTOR 1.00 X 0 0 0 ERIC SCHINDLER VICE CHAIR 1.00 X X 0 0 0 STUART SHATKEN VIRTUE OF PO 1.00 X 0 0 0 MICHAEL SHINER DIRECTOR 1.00 X 0 0 0 SHELLY SILVERMAN VIRTUE OF PO 5.00 X 0 0 0 JOYCE STUEHRINGER VIRTUE OF PO 1.00 X 0 0 0 KATHRYN UNGER PAST CHAIR 1.00 X 0 0 0 THOMAS WARNE CHAIR OF THE 5.00 X X 0 0 0 JIM WEZELMAN TREASURER/SE 1.00 X X 0 0 0 RICHARD WHITE DIRECTOR 1.00 X 0 0 0 STUART MELLAN PRESIDENT/CE 40.00 X 221295 0 40071 AMY RAMM-MERKEL CFO 40.00 X 84579 0 11939 305874 52010 1 false true false 32111 4784082 166234 4816193 ADVERTISING INCOME 511120 292242 292242 MISSION REVENUE 624100 91044 91044 AFFINITY AND CRC PROGRAMMING 624100 43278 43278 EDUCATION REVENUE 624100 42254 42254 COMMUNITY EVENTS AND MEETINGS 624100 28177 28177 3357 3357 500352 5727 5727 47685 32111 98909 -51224 MISCELLANEOUS INCOME 900099 19461 19461 19461 5290509 208110 292242 25188 2702411 2702411 11000 11000 357884 68681 214731 74472 1027019 632498 189065 205456 29382 18390 5673 5319 113070 62512 27430 23128 93358 50872 24208 18278 416 416 25381 25381 159302 134464 12323 12515 44505 15923 2063 26519 128843 80183 14617 34043 123002 64725 46261 12016 33809 16498 15370 1941 98120 62505 25153 10462 31729 1333 30396 24694 8933 15761 MISSION EXPENSE 134232 134232 EDUCATION EXPENSE 108008 108008 AFFINITY AND CRC PROGRAMM 50570 50570 MISCELLANEOUS 34935 7505 23859 3571 14951 13870 711 370 5346621 4245113 673418 428090 1395954 1501240 1358638 1128025 2825633 3355325 102052 98358 168000 96000 82617 142900 2397720 1193139 1164890 1204581 9671557 8858434 99806 16769341 16484669 250294 242213 191036 221604 39515 146166 3607 484452 609983 X 9416823 8461251 6717712 7163275 150354 250160 16284889 15874686 16769341 16484669 X -56112 -354091 X false true X true false X 3763630 3627643 3920367 4463675 4816193 20591508 3763630 3627643 3920367 4463675 4816193 20591508 3338679 17252829 21385 8650 6581 6564 5727 48907 35155 41058 36195 33426 67146 212980 20853395 2733547 0.82730 0.87930 X PART II, LINE 10 MISCELLANEOUS INCOME 212,980 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7435771 100000 -222845 348328 6964598 7348160 334114 246503 7435771 6668366 947546 267752 7348160 6069152 724248 125034 6668366 6367092 -4970 292970 6069152 0.96410 0.03590 false true true 1025738 1025738 1065759 1005749 60010 228976 186825 42151 77247 565 76682 1204581 POOLED INVESTMENT FUNDS 8738420 F CSV LIFE INSURANCE 120014 F 8858434 X 5116974 -173535 -173535 5290509 5290509 5527177 180556 180556 5346621 5346621 SCHEDULE D, PAGE 2, PART V, LINE 4 ENDOWMENT FUNDS ARE USED FOR DONOR RESTRICTED AND FOR BOARD DESIGNATED PURPOSES. SCHEDULE D, PAGE 3, PART X THE FEDERATION'S POLICY IS TO DISCLOSE OR RECOGNIZE INCOME TAX POSITIONS BASED ON MANAGEMENT'S ESTIMATE OF WHETHER IT IS REASONABLY POSSIBLE OR PROBABLE, RESPECTIVELY, THAT A LIABILITY HAS BEEN INCURRED FOR UNRECOGNIZED INCOME TAX POSITIONS. THE FEDERATION HOLDS NO UNCERTAIN TAX POSITIONS AND, THEREFORE, HAS NO POLICY FOR EVALUATING THEM. AS OF DECEMBER 31, 2015, THERE WERE NO UNCERTAIN TAX POSITIONS THAT ARE POTENTIALLY MATERIAL. SCHEDULE D, PAGE 4, PART XI, LINE 2D CHANGE IN BENEFICIAL INTEREST -272,444 SPECIAL EVENTS EXPENSE 98,909 SCHEDULE D, PAGE 4, PART XII, LINE 2D SPECIAL EVENTS EXPENSE 98,909 BAD DEBT EXPENSE 81,647 CAMPAIGN OPENER 24555 11790 12765 28614 CONNECTIONS 17698 7630 10068 13798 4 30222 12691 17531 33376 72475 32111 40364 75788 75788 -35424 false AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE 711 THIRD AVENUE 10TH FLOOR NEW YORK NY 10017 131656634 501C3 30000 SUPPORT OF MISSION HANDMAKER JEWISH SERVICES 2221 N ROSEMONT BOULEVARD TUCSON AZ 85718 860626077 501C3 119224 SUPPORT OF MISSION HILLEL FOUNDATION 1245 E 2ND STREET TUCSON AZ 85719 866053800 501C3 110069 SUPPORT OF MISSION HOMER DAVIS PROJECT 4250 N ROMERO ROAD TUCSON AZ 85705 866003684 9619 SUPPORT OF MISSION JEWISH AGENCY FOR ISRAEL 633 THIRD AVENUE 21ST FLOOR NEW YORK NY 10017 500500046 501C3 157798 SUPPORT OF MISSION THE JEWISH COMMUNITY FNDN OF SO AZ 3567 E SUNRISE DRIVE SUITE 143 TUCSON AZ 85718 860718936 501C3 144459 SUPPORT OF MISSION JEWISH FAMILY AND CHILDREN SERVICES 4301 E 5TH STREET TUCSON AZ 85711 860623896 501C3 397409 SUPPORT OF MISSION JEWISH FEDERATIONS OF NORTH AMERICA 25 BROADWAY SUITE 1700 NEW YORK NY 100041010 131624240 501C3 777039 SUPPORT OF MISSION JEWISH HISTORY MUSEUM PO BOX 889 TUCSON AZ 85702 860762311 501C3 326285 SUPPORT OF MISSION TEMPLE BETH-EL OF NORTHBROOK 3610 DUNDEE ROAD NORTHBROOK IL 60062 362261619 5925 SUPPORT OF MISSION TEMPLE EMANU-EL 225 N COUNTRY CLUB TUCSON AZ 85716 860117389 65363 SUPPORT OF MISSION THE BIRTHRIGHT ISRAEL FOUNDATION 33 EAST 33 STREET 7TH FLOOR NEW YORK NY 10016 134092050 501C3 41530 SUPPORT OF MISSION TUCSON HEBREW ACADEMY 3888 E RIVER ROAD TUCSON AZ 85718 860274412 501C3 195610 SUPPORT OF MISSON TUCSON JEWISH COMMUNITY CENTER 3800 E RIVER ROAD TUCSON AZ 85718 860183578 501C3 268920 SUPPORT OF MISSION UNIVERSITY OF ARIZONA FOUNDATION 1111 N CHERRY AVE PO BOX 210109 TUCSON AZ 85721 866050388 501C3 13000 SUPPORT OF MISSION 30 12 SCHOLARSHIPS AND AWARDS 21 11000 SCHEDULE I, PAGE 1, PART I, LINE 2 MOST GRANTS ARE FUNDED THROUGH A REIMBURSEMENT BASIS, AND BILLINGS MUST INCLUDE DESCRIPTIONS OF PURCHASES, AMOUNTS SPENT AND DATE OF PAYMENTS. ALL REIMBURSEMENT REQUESTS ARE APPROVED BY THE GRANTS' COMMITTEE APPROPRIATE STAFF PERSON, WHO ALSO IS INVOLVED WITH THE GRANT APPLICATION PROCESS. THE PLANNING AND ALLOCATIONS COMMITTEE (PAC) WORKS CLOSELY WITH ALL OF JFSA'S BENEFICIARY AGENCIES AND OTHER LOCAL PROGRAMS AS WELL AS NATIONAL AND GLOBAL FUNDED PROJECTS. THE PAC BASES ITS ALLOCATIONS RECOMMENDATIONS ON A METRIC SYSTEM THAT ALLOWS THE DEPARTMENTS AND ORGANIZATIONS THAT RECEIVE THESE FUNDS TO PLAN THEIR RESPECTIVE ALLOCATION YEAR USING PERFORMANCE AND OUTCOMES THAT ALIGN WITH COMMUNITY NEEDS AND THE FEDERATION MISSION AND HELPS TO JUSTIFY THE JFSA ALLOCATION. SCHEDULE I, PAGE 4, PART IV JEWISH FEDERATION OF SOUTHERN ARIZONA REPORTS GRANTS ON SCHEDULE I TO THE JEWISH FEDERATIONS OF NORTH AMERICA (JFNA), WHICH IS A 501(C)(3) CHARITY. IN ADDITION, JFNA, AND ITS BENEFICIARY AGENCIES, UNITED ISRAEL APPEAL (UIA),A SUBSIDIARY OF JFNA, AND THE AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE (JDC), BOTH 501(C)(3) ORGANIZATIONS, EACH FILE A SEPARATE FORM 990 AND A DETAILED SCHEDULE F. X X true true X X X X X false false false false false false false false false STUART MELLAN PRESIDENT/CEO 221295 20519 19552 261366 SCHEDULE J, PART III THE ITEMS PROVIDED TO THE PRESIDENT/CEO ARE PROVIDED PER HIS EMPLOYMENT CONTRACT AND ARE CONSIDERED WHEN DETERMINING REASONABLENESS OF COMPENSATION. X 22 165334 FAIR MARKET VALUE X 1 900 FAIR MARKET VALUE false false false SCHEDULE M, PAGE 2, PART II THE FEDERATION RECEIVED 23 CONTRIBUTIONS OF SECURITIES. FORM 990 - ORGANIZATION'S MISSION GUIDED BY THE JEWISH VALUES OF TZEDAKAH (RIGHTEOUS GIVING), CHESED (LOVING KINDNESS), AND TIKKUN OLAM (REPAIRING OF THE WORLD), WE BRING THE JEWISH COMMUNITY TOGETHER TO HELP THOSE IN NEED TO STRENGTHEN AND PRESERVE THE JEWISH PEOPLE AT HOME AND AROUND THE WORLD. THE FEDERATION SERVES AS THE FUNDRAISING, ADMINISTRATIVE AND PLANNING ORGANIZATION FOR VARIOUS RELATED SOCIAL SERVICE AND EDUCATIONAL AGENCIES SERVING THE TUCSON COMMUNITY, WITH SPECIAL EMPHASIS ON THE JEWISH COMMUNITY. THE FEDERATION ALSO INCLUDES THE OPERATIONS OF THE ARIZONA JEWISH POST (POST) WHICH PUBLISHES A COMMUNITY- WIDE NEWSPAPER REPORTING ON AND DIRECTED TOWARD THE TUCSON JEWISH COMMUNITY. FORM 990 THE PURPOSE OF MOST OF THE GRANTS GIVEN TO THE JEWISH COMMUNITY FOUNDATION, INCLUDED ON SCHEDULE I, WAS TO PROVIDE GRANTS TO THE FOLLOWING AGENCIES AND PROGRAMS: U OF A HILLEL FOUNDATION 10,139; INTERFAITH COMMUNITY SERVICES 6,296; JEWISH FAMILY & CHILDREN SERVICES 34,500; JEWISH HISTORY MUSEUM 17,204; TUCSON JEWISH COMMUNITY CENTER 10,000; OTHER CHARITIES 5,000; AND COMMUNITY OUTREACH AND PLANNING 61,320. FORM 990, PAGE 2, PART III, LINE 4A THE FEDERATION'S PROGRAM ARMS INCLUDE: - THE ANNUAL COMMUNITY CAMPAIGN IS THE LIFELINE OF OUR JEWISH COMMUNITY. FUNDS RAISED ARE DISTRIBUTED TO LOCAL BENEFICIARY AGENCIES, AS WELL AS TO JEWISH FEDERATIONS OF NORTH AMERICA, WHICH COORDINATES LIFESAVING HUMANITARIAN EFFORTS FOR JEWS AND NON-JEWS IN ISRAEL AND 60 COUNTRIES AROUND THE WORLD. SIGNATURE PROGRAMS INCLUDE MAIMONIDES, REAP, AND LEADERSHIP DEVELOPMENT. - THE COALITION FOR JEWISH EDUCATION (CJE) OFFERS JEWISH EDUCATION FOR PEOPLE OF ALL AGES AND ALL LEVELS OF JUDAIC KNOWLEDGE. SIGNATURE PROGRAMS INCLUDE HEBREW HIGH, PJ LIBRARY, AND RELIGIOUS SCHOOL SPECIAL NEEDS EDUCATION. - THE ARIZONA JEWISH POST, AZJEWISHPOST.COM, JFSA.ORG, JEWISH TUCSON NEWSFLASH AND JEWISH TUCSON.ORG ARE THE PRIMARY COMMUNICATIONS VEHICLES FOR THE LOCAL JEWISH COMMUNITY. - THE OUTREACH CONNECTION MAKES SURE THAT INDIVIDUALS WHO ARE NEWCOMERS OR NEWLY INVOLVED ARE WELCOMED AND INVOLVED. SINCE 2012, AN ADDITIONAL FEDERATION OFFICE DIRECTED TOWARD OUTREACH OPERATED ON TUCSON'S NORTHWEST SIDE. - THE JEWISH COMMUNITY RELATIONS COUNCIL (JCRC) IS THE PUBLIC AFFAIRS AND SOCIAL ACTION ARM OF THE FEDERATION. GUIDED BY DEMOCRATIC IDEALS AND JEWISH VALUES, THE JCRC PROVIDES A FORUM FOR THE JEWISH COMMUNITY TO RESPOND TO ISSUES OF CONCERN THROUGH EDUCATION, ADVOCACY, AND CIVIC ACTIVITY. SIGNATURE PROGRAMS ARE HOMER DAVIS, HOLOCAUST EDUCATION, AND JEWISH-LATINO TEEN COALITION. - WOMEN'S PHILANTHROPY PARTICIPANTS PLAY A MAJOR ROLE IN ENHANCING AND IMPLEMENTING FEDERATION PROJECTS. OPPORTUNITIES FOR EDUCATION, PERSONAL ENRICHMENT, COMMUNITY OUTREACH, AND LEADERSHIP DEVELOPMENT CAN ALL BE FOUND WITHIN WOMEN'S PHILANTHROPY. SPECIAL PROGRAMS INCLUDE CONNECTIONS, LION OF JUDAH, AND YOUNG WOMEN'S CABINET. MAJOR RECIPIENTS OF FEDERATION FUNDING ARE: - THE JEWISH FEDERATIONS OF NORTH AMERICA - THE TUCSON JEWISH COMMUNITY CENTER - HANDMAKER JEWISH SERVICES FOR THE AGING - TUCSON HEBREW ACADEMY - JEWISH FAMILY AND CHILDREN'S SERVICES - U OF A HILLEL FOUNDATION - JEWISH HISTORY MUSEUM/HOLOCAUST HISTORY CENTER FORM 990, PAGE 6, PART VI, LINE 2 BROOKS-AUDREY DIRECTOR SIBLING TO DONNA MOSER FORM 990, PAGE 6, PART VI, LINE 11B FIRST THE CFO REVIEWS THE TAX RETURN DRAFT WITH THE PAID PREPARER. THE DRAFT IS REVIEWED WITH THE PRESIDENT/CEO. NEXT, THE DRAFT IS SENT VIA EMAIL TO THE FEDERATION BOARD. THE TAX RETURN WILL BE PRESENTED AND ADOPTED BY THE BOARD BEFORE IT IS SIGNED AND SUBMITTED. FORM 990, PAGE 6, PART VI, LINE 12C ALL BOARD MEMBERS ARE ANNUALLY REQUESTED TO COMPLETE A QUESTIONNAIRE AND DISCLOSE ANY CONFLICTS. FORM 990, PAGE 6, PART VI, LINE 15A PRESIDENT/CEO'S EMPLOYMENT IS PER WRITTEN CONTRACT. HOWEVER, HIS COMPENSATION PACKAGE IS REVIEWED ANNUALLY BY THE PERSONNEL COMMITTEE UTILIZING A COMPENSATION SURVEY AND FORM 990 OF OTHER ORGANIZATIONS AND THEN THE PERSONNEL CHAIR REPORTS THIS PROCESS TO THE BOARD DURING HIS BUDGET REPORT. FORM 990, PAGE 6, PART VI, LINE 15B DURING THE PERSONNEL COMMITTEE'S FALL MEETING, THE CFO BRINGS A SURVEY INCLUDING DATA COLLECTED FROM JFNA, PLUS OTHER SIMILAR NONPROFIT AGENCIES. COMPARISONS FOR CEO, CFO, AND OTHERS ARE REVIEWED. THE PERSONNEL COMMITTEE REVIEWS AND SIGNS OFF AND THE PROCESS IS RECORDED IN THE MINUTES. THE COMMITTEE CHAIR MAKES MENTION OF THIS PROCESS DURING THE BUDGET PRESENTATION TO THE FINANCE AND BUDGET COMMITTEE. THE OVERALL PACKAGE IS APPROVED AS PART OF THE PERSONNEL BUDGET BY THE BOARD. FORM 990, PAGE 6, PART VI, LINE 19 COPIES OF THE 990, AUDITED FINANCIAL STATEMENTS AND POLICIES ARE AVAILABLE UPON REQUEST FROM THE OFFICE OF THE FEDERATION. COPIES OF THE 990 AND AUDITED FINANCIAL STATEMENTS ARE ALSO PUBLISHED ON THE WEBSITE. FORM 990, PART XI LINE 12, CHANGE IN BENEFICIAL INTEREST (272,444) FORM 990, PART XI, LINE 9 CHANGE IN BENEFICIAL INTEREST -272,444 BAD DEBT EXPENSE -81,647 TOTAL -354,091 THE JEWISH COMMUNITY FNDN OF SO AZ 3567 E SUNRISE DRIVE SUITE 143 TUCSON AZ 85718 860718936 CHARITABLE AZ 501C3 7 NA false false true true false false true false false false false false false false false false false false false false THE JEWISH COMMUNITY FNDN OF SO AZ B 144459 FAIR MARKET VALUE THE JEWISH COMMUNITY FNDN OF SO AZ C 804856 FAIR MARKET VALUE