LEVY FAMILY CAMPUS: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
LEVY FAMILY CAMPUS (EIN 94-1167405)
Tax period
2013-07-01 to 2014-06-30
Filed
2015-05-11
IRS object ID
201501319349303330
Schema version
2013v4.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2015-05-11T16:33:44-05:00ReturnTs
Tax Period End2014-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN942702860PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1JOHANSON & YAU ACCOUNTANCY CORPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1160 W SANTA CLARA ST SUITE 900AddressLine1
CitySAN JOSECity
StateCAState
ZIP Code95113ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN941167405EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JEWISH FEDERATION OF SILICON VALLEYBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlJEWIBusinessNameControlTxt
Phone4083583033PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line114855 OKA ROAD NO 200AddressLine1
CityLOS GATOSCity
StateCAState
ZIP Code95032ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJYL JURMANPersonNm
Person TitleCEOPersonTitleTxt
Phone4083583033PhoneNum
Signature2015-05-04SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonFREDERICK U LEONARDPreparerPersonNm
PTINP00016824PTIN
Phone4082885111PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJYL JURMANPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line114855 OKA ROAD 200AddressLine1
CityLOS GATOSCity
StateCAState
ZIP Code95032ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$9,500,105GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.JVALLEY.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1933FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionTHE MISSION OF THE JEWISH FEDERATION OF SILICON VALLEY IS TO STRENGTHEN AND ENRICH THE JEWISH COMMUNITY LOCALLY, IN ISRAEL AND THROUGHOUT THE WORLD. OUR EFFORTS SUPPORT EDUCATIONAL, SOCIAL SERVICE AND CHARITABLE PROGRAMS THAT EXEMPLIFY THE JEWISH VALUES OF K'LAL YISRAEL (TAKING RESPONSIBILITY FOR ONE ANOTHER), TZEDAKAH (CHARITY AND RIGHTEOUSNESS), AND TIKKUN OLAM (REPAIRING THE WORLD).ActivityOrMissionDesc
Voting Members Governing Body20VotingMembersGoverningBodyCnt
Voting Members Independent20VotingMembersIndependentCnt
Total Employee14TotalEmployeeCnt
Total Volunteers75TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,896,872PYContributionsGrantsAmt
CY Contributions Grants$3,559,796CYContributionsGrantsAmt
PY Program Service Revenue$3,546,931PYProgramServiceRevenueAmt
CY Program Service Revenue$3,529,254CYProgramServiceRevenueAmt
PY Investment Income$269,858PYInvestmentIncomeAmt
CY Investment Income$393,360CYInvestmentIncomeAmt
PY Other Revenue$18,548PYOtherRevenueAmt
CY Other Revenue$47,512CYOtherRevenueAmt
PY Total Revenue$5,732,209PYTotalRevenueAmt
CY Total Revenue$7,529,922CYTotalRevenueAmt
PY Grants And Similar Paid$2,744,080PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$2,849,619CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,097,328PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,026,781CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$284,345CYTotalFundraisingExpenseAmt
PY Other Expenses$2,344,240PYOtherExpensesAmt
CY Other Expenses$2,281,203CYOtherExpensesAmt
PY Total Expenses$6,185,648PYTotalExpensesAmt
CY Total Expenses$6,157,603CYTotalExpensesAmt
PY Revenues Less Expenses-$453,439PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,372,319CYRevenuesLessExpensesAmt
Total Assets BOY$27,383,962TotalAssetsBOYAmt
Total Assets EOY$29,393,199TotalAssetsEOYAmt
Total Liabilities BOY$2,815,055TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,021,009TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$24,568,907NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$26,372,190NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE MISSION OF THE JEWISH FEDERATION OF SILICON VALLEY IS TO STRENGTHEN AND ENRICH THE JEWISH COMMUNITY LOCALLY, IN ISRAEL AND THROUGHOUT THE WORLD. OUR EFFORTS SUPPORT EDUCATIONAL, SOCIAL SERVICE AND CHARITABLE PROGRAMS THAT EXEMPLIFY THE JEWISH VALUES OF K'LAL YISRAEL (TAKING RESPONSIBILITY FOR ONE ANOTHER), TZEDAKAH (CHARITY AND RIGHTEOUSNESS), AND TIKKUN OLAM (REPAIRING THE WORLD).MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$2,849,619ExpenseAmt
Grant$2,849,619GrantAmt
DescDESIGNATED GIVING TO FUND & SUPPORT AGENCIES AND PROGRAMS INCLUDING JEWISH COMMUNITY CENTER, LOCAL DAY SCHOOLS & SYNAGOGUESDesc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$1,792,290ExpenseAmt
Revenue$3,200,225RevenueAmt
DescLEVY FAMILY CAMPUS - DEVELOP, OPERATE AND MAINTAIN A COMMUNITY CAMPUS FOR THE PURPOSE OF HOUSING JEWISH AGENCIES AND NON-PROFIT ORGANIZATIONS WHICH PROVIDE SERVICES TO THE LOCAL JEWISH COMMUNITY . OF THE TOTAL REVENUE OF $3,200,225 THE AMOUNT OF $1,924,768 IS GRANTED BACK TO THESE ORGANIZATIONS IN THE FORM OF FREE RENT. THESE GRANTS ARE REPORTED IN FORM 990 AS PART OF THE DESIGNATED GIVING REPORTED ON LINE 4A ABOVE.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$56,321ExpenseAmt
Revenue$57,128RevenueAmt
DescJEWISH COMMUNITY NEWS - PUBLISHES A COMMUNITY PERIODICAL HIGHLIGHTING LOCAL JEWISH COMMUNITY NEWS, EVENTS AND ACTIVITIES.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$790,064ExpenseAmt
Revenue$319,413RevenueAmt
DescPROVIDES A COMMUNITY CHAPLAIN, OUTREACH EVENTS, E-NEWSLETTER & WEB SERVICES, MEMBER OF JEWISH COMMUNITY RELATIONS COUNCIL, SILICON VALLEY HOLOCAUST SURVIVORS GROUP, ISRAEL TRIP AND SUMMER CAMP SCHOLARSHIPS TO INDIVIDUALS.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$790,064TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue$319,413TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$5,488,294TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document14IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee14EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Excess Business Holdings0ExcessBusinessHoldingsInd
Taxable Distributions0TaxableDistributionsInd
Distribution To Donor0DistributionToDonorInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members20GoverningBodyVotingMembersCnt
Independent Voting Member20IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JYL JURMANBusinessNameLine1
FieldValueIRS element (for citing)
Phone4083583033PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line114855 OKA ROAD SUITE 200AddressLine1
CityLOS GATOSCity
StateCAState
ZIP Code95032ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
STEVE ELLENBERG
IMMEDIATE PAST PRESIDENT4.00Yes (X)$0$0$0
LINDA FOX MIGHDOLL
COMMUNITY PLANNING V.P.4.00Yes (X)$0$0$0
SUSAN GAVENS
WOMEN'S PHILANTHROPY PRESI4.00Yes (X)$0$0$0
ALLEN GUGGENHEIM
TREASURER, V.P.4.00Yes (X)$0$0$0
JEFFREY KANEL
CHAIRMAN OF THE BOARD4.00Yes (X)$0$0$0
JULIE KRIGEL
ANNUAL CAMPAIGN V.P.4.00Yes (X)$0$0$0
JOEL RUBNITZ
CAMPUS GOVERNANCE V.P.4.00Yes (X)$0$0$0
RABBI MELANIE ARON
DIRECTOR4.00Yes (X)$0$0$0
GINNY BAIRD
DIRECTOR4.00Yes (X)$0$0$0
LARRY DIBOWITZ
DIRECTOR4.00Yes (X)$0$0$0
HOWARD FINE
DIRECTOR4.00Yes (X)$0$0$0
BRANDY IVENER
DIRECTOR4.00Yes (X)$0$0$0
STEPHEN JACKSON
DIRECTOR4.00Yes (X)$0$0$0
JONATHAN KATZ
DIRECTOR4.00Yes (X)$0$0$0
MARC LEVITT
DIRECTOR4.00Yes (X)$0$0$0
DAVID MYRON
DIRECTOR4.00Yes (X)$0$0$0
LEWIS OSOFSKY
DIRECTOR4.00Yes (X)$0$0$0
TINA ROSENBLUM
DIRECTOR4.00Yes (X)$0$0$0
RICK TAVAN
DIRECTOR4.00Yes (X)$0$0$0
PETER ULLMANN
DIRECTOR4.00Yes (X)$0$0$0
JONATHAN WITKIN
DIRECTOR4.00Yes (X)$0$0$0
JYL JURMAN
CEO40.00$197,098$0$54,984Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$197,098TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$54,984TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K2IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$3,559,796AllOtherContributionsAmt
Total Contributions$3,559,796TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
LEVY FAMILY CAMPUS611710$3,200,225$3,200,225
PROGRAM REVENUE611710$271,901$271,901
COMMUNITY NEWSPAPER511110$57,128$57,128
FieldValueIRS element (for citing)
Total Program Service Revenue$3,529,254TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$170,214TotalRevenueColumnAmt
Exclusion$170,214ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$2,193,329SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,970,183SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$223,146SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$223,146TotalRevenueColumnAmt
Exclusion$223,146ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER REVENUEDesc
Business611710BusinessCd
Total Revenue Column$47,512TotalRevenueColumnAmt
Related Or Exempt Func Income$47,512RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$47,512OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,529,922TotalRevenueColumnAmt
Related Or Exempt Func Income$3,576,766RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$393,360ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$2,849,619TotalAmt
Program Services$2,849,619ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$197,098TotalAmt
Program Services$118,259ProgramServicesAmt
Management And General$19,710ManagementAndGeneralAmt
Fundraising$59,129FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$626,891TotalAmt
Program Services$437,975ProgramServicesAmt
Management And General$90,583ManagementAndGeneralAmt
Fundraising$98,333FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$202,792TotalAmt
Program Services$135,170ProgramServicesAmt
Management And General$29,357ManagementAndGeneralAmt
Fundraising$38,265FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$47,251TotalAmt
Management And General$47,251ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$14,869TotalAmt
Program Services$8,601ProgramServicesAmt
Management And General$11ManagementAndGeneralAmt
Fundraising$6,257FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$73,806TotalAmt
Program Services$68,572ProgramServicesAmt
Management And General$4,533ManagementAndGeneralAmt
Fundraising$701FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$30,644TotalAmt
Program Services$6,273ProgramServicesAmt
Management And General$17,197ManagementAndGeneralAmt
Fundraising$7,174FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$5,429TotalAmt
Program Services$808ProgramServicesAmt
Management And General$1,478ManagementAndGeneralAmt
Fundraising$3,143FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$51,708TotalAmt
Program Services$51,708ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$534,672TotalAmt
Program Services$531,109ProgramServicesAmt
Management And General$3,563ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$46,450TotalAmt
Program Services$32,655ProgramServicesAmt
Management And General$13,795ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
LEVY FAMILY CAMPUS$764,079$764,079
CAMPAIGN PROGRAMS$285,562$218,686$319$66,557
REPAIR AND MAINTENANCE$174,888$169,346$5,542
BAD DEBT$43,071$43,071

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$208,774TotalAmt
Program Services$95,434ProgramServicesAmt
Management And General$108,554ManagementAndGeneralAmt
Fundraising$4,786FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$6,157,603TotalAmt
Program Services$5,488,294ProgramServicesAmt
Management And General$384,964ManagementAndGeneralAmt
Fundraising$284,345FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,018,214BOYAmt
EOY$2,432,252EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$810,315BOYAmt
EOY$935,006EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$175,100BOYAmt
EOY$180,444EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$1,172,450BOYAmt
EOY$1,149,290EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
EOY$797EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$22,995,553LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$5,086,516LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$18,356,774BOYAmt
EOY$17,909,037EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$4,576,859BOYAmt
EOY$5,500,810EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$1,274,250BOYAmt
EOY$1,285,563EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$27,383,962BOYAmt
EOY$29,393,199EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$167,316BOYAmt
EOY$327,181EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$69,694BOYAmt
EOY$73,848EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$2,524,489BOYAmt
EOY$2,474,224EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$53,556BOYAmt
EOY$145,756EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,815,055BOYAmt
EOY$3,021,009EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$20,175,127BOYAmt
EOY$21,922,096EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,855,570BOYAmt
EOY$1,828,142EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,538,210BOYAmt
EOY$2,621,952EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$24,568,907BOYAmt
EOY$26,372,190EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$27,383,962BOYAmt
EOY$29,393,199EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$1,372,319ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$430,964NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,811,523CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,174,351CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,994,689CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,915,420CurrentTaxYearMinus1YearAmt
Current Tax Year$3,607,308CurrentTaxYearAmt
Total$11,503,291TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,811,523CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,174,351CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,994,689CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,915,420CurrentTaxYearMinus1YearAmt
Current Tax Year$3,607,308CurrentTaxYearAmt
Total$11,503,291TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$1,023,479SubstantialContributorsTotAmt
Public Support Total170$10,479,812PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$136,927CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$130,715CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$122,404CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$123,966CurrentTaxYearMinus1YearAmt
Current Tax Year$170,214CurrentTaxYearAmt
Total$684,226TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$101,736CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$66,125CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$58,481CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$56,451CurrentTaxYearMinus1YearAmt
Current Tax Year$57,128CurrentTaxYearAmt
Total$339,921TotalAmt
FieldValueIRS element (for citing)
Total Support$12,527,438TotalSupportAmt
Gross Receipts Rltd Activities$16,474,922GrossReceiptsRltdActivitiesAmt
Public Support CY1700.83650PublicSupportCY170Pct
Public Support PY1700.79880PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part IV Form990ScheduleAPartIVGrp

FieldValueIRS element (for citing)
Form And Line ReferencePART II, LINE 10FormAndLineReferenceDesc
ExplanationEVENT REVENUE FROM SPECIAL EVENTSExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held9DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$1,527,847DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$294,960DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$2,574,203DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,538,210BeginningYearBalanceAmt
Investment Earnings Or Losses$83,742InvestmentEarningsOrLossesAmt
Grants Or Scholarships$0GrantsOrScholarshipsAmt
End Year Balance$2,621,952EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,302,003BeginningYearBalanceAmt
Investment Earnings Or Losses$392,957InvestmentEarningsOrLossesAmt
Grants Or Scholarships-$156,750GrantsOrScholarshipsAmt
End Year Balance$2,538,210EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,432,726BeginningYearBalanceAmt
Investment Earnings Or Losses$33,242InvestmentEarningsOrLossesAmt
Grants Or Scholarships-$163,965GrantsOrScholarshipsAmt
End Year Balance$2,302,003EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,141,275BeginningYearBalanceAmt
Investment Earnings Or Losses$438,127InvestmentEarningsOrLossesAmt
Grants Or Scholarships-$146,676GrantsOrScholarshipsAmt
End Year Balance$2,432,726EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,104,708BeginningYearBalanceAmt
Investment Earnings Or Losses$200,336InvestmentEarningsOrLossesAmt
Grants Or Scholarships-$163,769GrantsOrScholarshipsAmt
End Year Balance$2,141,275EndYearBalanceAmt
FieldValueIRS element (for citing)
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$4,200,000InvestmentCostOrOtherBasisAmt
Book Value$4,200,000BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$18,293,106InvestmentCostOrOtherBasisAmt
Depreciation$4,598,648DepreciationAmt
Book Value$13,694,458BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$502,447InvestmentCostOrOtherBasisAmt
Depreciation$487,868DepreciationAmt
Book Value$14,579BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$17,909,037TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
DONOR DESIGNATED FUND PAYABLE$5,756
ENDOWMENT HELD FOR ANOTHER ORGANIZATION$140,000
FieldValueIRS element (for citing)
Total Liability$145,756TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$7,960,886TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$430,964NetUnrealizedGainsInvstAmt
Revenue Not Reported$430,964RevenueNotReportedAmt
Revenue Subtotal$7,529,922RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$7,529,922TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$6,157,603TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$6,157,603ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$6,157,603TotalExpensesPerForm990Amt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (14 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeRecipient EINRecipientEINCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
ADDISON PENZAK JEWISH COMMUNITY CENTER
14855 OKA ROAD SUITE 201LOS GATOSCA95032942222989$163,090GENERAL FUNDGENERAL FUND, FACILIITES
AMERICAN FRIENDS OF THE YITZHAK RABIN CENTER
36-12 34 AVENUE 4TH FLOORNEW YORKNY11106133962392$5,000GENERAL FUND, FACILITIES
CHAI HOUSE
814 ST ELIZABETH DRIVESAN JOSECA95126770064726$18,655GENERAL FUND
CONGREGATION BETH DAVID
19700 PROSPECT ROADSARATOGACA95070941682250$13,500GENERAL FUND
CONGREGATION SINAI
1532 WILLOWBRAE AVENUESAN JOSECA95125941546644$12,176GENERAL FUND
FRIENDS OF TEL AVIV SOURASKY MEDICAL CENTER INC
1461 FIRST AVENUE BOX 150NEW YORKNY10075$100,000GENERAL FUND
HILLEL OF SILICON VALLEY
336 E WILLIAM STREETSAN JOSECA95112770575153$59,976GENERAL FUND
JEWISH FAMILY SERVICES
14855 OKA ROAD SUITE 202LOS GATOSCA95032942536452$134,787GENERAL FUND, FACILITIES
JEWISH FEDERATIONS OF NORTH AMERICA
25 BROADWAY SUITE 1700NEW YORKNY100041010131624240$142,099FAIR SHARE DUES
OPERA SAN JOSE
2149 PARAGON DRIVESAN JOSECA95131770009773$5,000GENERAL FUND
SJSU JEWISH STUDIES DEPARTMENT
1 WASHINGTON SQUARESAN JOSECA95192830403915$6,500GENERAL FUND
SO PENINSULA HEBREW DAY SCHOOL
1030 ASTORIA DRIVESUNNYVALECA94087942174555$20,000GENERAL FUND
TEMPLE EMANU-EL RELIGIOUS SCHOOL
1010 UNIVERSITY AVENUESAN JOSECA95126941132316$11,200GENERAL FUND
YAVNEH DAY SCHOOL
14855 OKA ROAD SUITE 100LOS GATOSCA95032942719901$95,100GENERAL FUND, FACILITIES

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationTHIS ORGANIZATION ASSIGNS A SPECIFIC PURPOSE FOR CERTAIN GRANT FUNDS. EACH GRANTEE RECEIVING A FUND WITH A DESIGNATED PURPOSE IS REQUIRED TO REPORT ITS USE OF THE GRANT FUND BACK TO THE ORGANIZATION.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Discretionary Spending AcctYes (X)DiscretionarySpendingAcctInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonJYL JURMANPersonNm
TitleCEOTitleTxt
Base Compensation Filing Org$197,098BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$0CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$26,532DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$28,452NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$252,082TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$0TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2ONE BOARD MEMBER IS A COUSIN TO THE EXECUTIVE DIRECTOR.
FORM 990, PART VI, SECTION B, LINE 11THE TAX RETURN IS REVIEWED AND APPROVED BY THE FINANCE COMMITTEE. COPIES ARE MADE AVAILABLE TO ALL MEMBERS OF THE BOARD OF DIRECTORS VIA A NON-PUBLIC WEBSITE
FORM 990, PART VI, SECTION B, LINE 12COFFICERS, DIRECTORS AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE POTENTIAL CONFLICTS OF INTEREST AND SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY. DISCLOSURES ARE REVIEWED BY MANAGEMENT AND THE EXECUTIVE COMMITEE WHICH ARE RESPONSIBLE FOR FOLLOW-UP.
FORM 990, PART VI, SECTION B, LINE 15ATHE CEO'S CONTRACT IS NEGOTIATED WITH THE PRESIDENT ALONG WITH 2 EXECUTIVE COMMITTEE MEMBERS. THE SALARY IS BASED ON COMPARABILITY OF JEWISH FEDERATION CEO'S WITH SIMILAR SIZE COMMUNITIES AND CAMPAIGN AMOUNTS THROUGH A CEO COMPENSATION SURVEY THAT JFNA PROVIDES EACH YEAR. IN ADDITION, SALARIES OF CEO'S IN LOCAL JEWISH AGENCIES ARE CONSIDERED.
FORM 990, PART VI, SECTION C, LINE 18FORM 990 IS AVAILABLE TO PUBLIC UPON REQUEST THROUGH TELEPHONE OR EMAIL.
FORM 990, PART VI, SECTION C, LINE 19ANYBODY WHO NEEDS THIS INFORMATION CAN CONTACT THE JEWISH FEDERATION OFFICE THROUGH TELEPHONE OR EMAIL. CONTACT INFORMATION IS AVAILABLE ON THE INTERNET.
PART XI LINE 2CTHE ORGANIZATION HAS A 3 MEMBER AUDIT COMMITTEE OF THE BOARD THAT IS RESPONSIBLE FOR SELECTING AN INDEPENDENT AUDITOR EACH YEAR. THE MAKE-UP OF THE AUDIT COMMITTEE COMPLIES WITH CALIFORNIA LAW. THE CFO AND AUDIT COMMITTEE REVIEW THE AUDIT PLAN WITH THE AUDITOR. A DRAFT OF THE FINANCIAL STATEMENT AND AUDIT FINDINGS ARE DISCUSSED BY THE AUDITOR WITH THE COMMITTEE PRIOR TO ISSUANCE OF THE FINANCIAL STATEMENT.

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