2016-03-11T11:31:43-06:00 2015-06-30 264677183 DZH PHILLIPS LLP 135 MAIN STREET 9TH FLOOR SAN FRANCISCO CA 941051815 990 2014-07-01 943227262 PENINSULA JEWISH COMMUNITY CENTER PENI 6503782756 800 FOSTER CITY BOULEVARD FOSTER CITY CA 94404 FRED WEINER CFO 6503782756 2016-02-24 1 JANET L HOLLAND P00176450 4157812500 X 2014 2016-08-17 19:52:53Z DEBORAH PINSKY 800 FOSTER CITY BOULEVARD FOSTER CITY CA 94404 18189677 0 X WWW.PJCC.ORG X 1949 CA PROVIDE SOCIAL, CULTURAL, RECREATIONAL, EDUCATIONAL NEEDS OF THE PENINSULA JEWISH COMMUNITY. 22 22 224 175 0 0 2074904 1361592 14418861 15037035 1232835 1480135 224599 212875 17951199 18091637 342069 310982 0 0 8640993 9644136 0 0 209049 6890302 6500857 15873364 16455975 2077835 1635662 34033638 33770797 10941803 10260717 23091835 23510080 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. ALTHOUGH PRIMARILY ORIENTED TO THE JEWISH COMMUNITY, MEMBERSHIP IN THE PJCC IS OPEN TO ALL REGARDLESS OF RELIGIOUS OR ETHNIC BACKGROUND. 0 0 3111214 173455 9276685 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, TWO GROUP EXERCISE STUDIOS, A YOGA STUDIO AND TWO ROOMS OF CARDIOVASCULAR AND WEIGHT TRAINING EQUIPMENT. WE OFFER 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 1400 PEOPLE PER MONTH FROM SEPTEMBER THROUGH MAY AND 2500 PER MONTH DURING JUNE, JULY AND AUGUST. 2065836 118587 3792865 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, WE OFFER 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 DURING 2014-2015. 1249272 18940 1879624 FAMILY SERVICES: ENCOMPASSING THE YOUTH, TEEN, FAMILY AND DAY CAMP DEPARTMENTS, 1,000 CHILDREN BETWEEN KINDERGARTEN AND JUNIOR HIGH AGE WERE SERVED IN 2014-2015. 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 EDUCATION DEPARTMENT, SPONSORS HOLIDAY CELEBRATIONS AND FAMILY EVENTS THROUGHOUT THE YEAR. 9370477 97963 9370477 97963 15796799 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 88 0 224 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 40.00 2.00 X 301892 0 27475 FRED WEINER CHIEF FINANCIAL OFFICER 42.00 7.00 X 173287 0 11220 JANE POST ASSOC EXECUTIVE DIRECTOR 40.00 X 173991 0 19135 LAURA TOLLER GARDNER CHIEF MARKETING OFFICER 40.00 X 133900 0 17125 STEPHANIE LEVIN DIRECTOR OF PROGRAMS 40.00 X 126521 0 17126 MARLIN SEGAL PROPERTY MANAGER 40.00 X 117785 0 14742 SUZANNE MOORE CONTROLLER 40.00 X 110043 0 21477 1137419 0 128300 8 0 1 0 ACTIVE WELLNESS LLC 4000 BRIDGEWAY SUITE 101 SAUSALITO CA 94965 FITNESS MANAGEMENT COMPANY 3603729 JEWISH COMMUNITY FEDERATION 121 STEUART ST SAN FRANCISCO CA 94105 RETIREMENT FUND 220046 JCC ASSOCIATION 520 8TH AVENUE NEW YORK NY 10018 TRADE ASSOCIATION 146776 COPYMAN 740 EL CAMINO REAL BELMONT CA 94002 PRINTING 133001 5 139079 126883 1095630 126883 1361592 MEMBERSHIP DUES 623000 7764089 7764089 PROGRAM REVENUE 624100 7272946 7272946 15037035 283605 283605 177123 0 177123 177123 177123 1192607 12052 0 8129 1192607 3923 1196530 1196530 49885 139079 49885 0 65676 40026 25650 25650 OTHER INCOME 624100 10102 10102 10102 18091637 15047137 0 1682908 310982 310982 641178 616820 12897 11461 6612250 6361051 133001 118198 679461 654524 14016 10921 1317405 1295677 17348 4380 393842 375622 10121 8099 255000 255000 27304 25939 1365 43599 41419 2180 27203 25843 1360 25500 24506 994 174766 165759 7571 1436 1141299 1081423 46906 12970 1897440 1803074 94366 18367 17372 613 382 581261 552198 29063 1405731 1335444 70287 INDEPENDENT CONTRACTORS 381346 381157 189 PROGRAM EXPENSES 299122 299122 MISCELLANEOUS 222919 173867 7850 41202 16455975 15796799 450127 209049 3973550 5116044 404634 170342 326036 276430 207625 249672 35344578 15602395 20760933 19742183 7863638 7698513 350000 350000 147222 167613 34033638 33770797 1326062 1364934 1815741 1552462 7800000 7343321 10941803 10260717 X 14125282 14720501 2954353 2769545 6012200 6020034 23091835 23510080 34033638 33770797 1635662 -1217417 0 X X 0 1 X 1 0 X 2004206 1212350 2077603 2074604 1361592 8730355 2004206 1212350 2077603 2074604 1361592 8730355 8730355 364142 410522 413574 463994 460728 2112960 10843315 67940230 0.80510 0.82710 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8130196 7834 226206 214442 8149794 7145531 11760 1109447 136542 8130196 6487624 7691 803580 153364 7145531 6665012 7367 -118255 66500 6487624 5824053 14300 859864 33205 6665012 1.00000 0 1 1 32767195 13423819 19343376 2577383 2178576 398807 19742183 CAPITAL LEASE OBLIGATION 6917261 PENSION TERMINATION LIABILITY 212500 DUE TO AFFILIATES 213560 7343321 X 16760160 -1217417 -1217417 17977577 27203 86857 114060 18091637 16218798 40026 40026 16178772 27203 250000 277203 16455975 PART V, LINE 4: PERMANENT ENDOWMENT FUNDS WERE ESTABLISHED TO PROVIDE LONG-TERM OPERATING SUPPORT FOR MISSION DRIVEN PROGRAMS IN THE AREAS OF THE CULTURE AND THE ARTS, ADULT AND JEWISH 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 -40,026. IN-KIND CONTRIBUTION OF FIXED ASSETS 126,883. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 40,026. PART XII, LINE 4B - OTHER ADJUSTMENTS: PENSION TERMINATION COSTS 250,000. ANNUAL GALA FUNDRAISER 188964 139079 49885 49885 188964 139079 49885 49885 49885 0 1 FINANCIAL ASSISTANCE AWARDS 579 310982 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 293900 0 0 0 7992 0 16610 0 10865 0 329367 0 0 0 FRED WEINER CHIEF FINANCIAL OFFICER 173287 0 0 0 0 0 9706 0 1514 0 184507 0 0 0 JANE POST ASSOC EXECUTIVE DIRECTOR 173991 0 0 0 0 0 17649 0 1486 0 193126 0 0 0 LAURA TOLLER GARDNER CHIEF MARKETING OFFICER 133900 0 0 0 0 0 6695 0 10430 0 151025 0 0 0 X LEASEHOLD IMPROVEMENTS AND REDUCED CAPITAL LEASES 1 126883 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 DRAFT OF THE COMPLETED FORM 990 IS EMAILED TO ALL MEMBERS OF THE GOVERNING BODY FOR REVIEW, QUESTIONS, AND COMMENTS BEFORE FINALIZATION AND SUBMISSION TO THE IRS. 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 1 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0