2015-05-11T16:33:44-05:00 2014-06-30 942702860 JOHANSON & YAU ACCOUNTANCY CORP 160 W SANTA CLARA ST SUITE 900 SAN JOSE CA 95113 990 2013-07-01 941167405 JEWISH FEDERATION OF SILICON VALLEY JEWI 4083583033 14855 OKA ROAD NO 200 LOS GATOS CA 95032 JYL JURMAN CEO 4083583033 2015-05-04 1 FREDERICK U LEONARD P00016824 4082885111 2013 2016-02-25 16:41:14Z JYL JURMAN 14855 OKA ROAD 200 LOS GATOS CA 95032 9500105 0 X WWW.JVALLEY.ORG X 1933 CA THE 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). 20 20 14 75 0 0 1896872 3559796 3546931 3529254 269858 393360 18548 47512 5732209 7529922 2744080 2849619 0 0 1097328 1026781 0 0 284345 2344240 2281203 6185648 6157603 -453439 1372319 27383962 29393199 2815055 3021009 24568907 26372190 X THE 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). 0 0 2849619 2849619 DESIGNATED GIVING TO FUND & SUPPORT AGENCIES AND PROGRAMS INCLUDING JEWISH COMMUNITY CENTER, LOCAL DAY SCHOOLS & SYNAGOGUES 1792290 3200225 LEVY 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. 56321 57128 JEWISH COMMUNITY NEWS - PUBLISHES A COMMUNITY PERIODICAL HIGHLIGHTING LOCAL JEWISH COMMUNITY NEWS, EVENTS AND ACTIVITIES. 790064 319413 PROVIDES 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. 790064 319413 5488294 1 1 0 0 0 1 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 14 0 1 14 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 20 20 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X X JYL JURMAN 4083583033 14855 OKA ROAD SUITE 200 LOS GATOS CA 95032 STEVE ELLENBERG IMMEDIATE PAST PRESIDENT 4.00 X 0 0 0 LINDA FOX MIGHDOLL COMMUNITY PLANNING V.P. 4.00 X 0 0 0 SUSAN GAVENS WOMEN'S PHILANTHROPY PRESI 4.00 X 0 0 0 ALLEN GUGGENHEIM TREASURER, V.P. 4.00 X 0 0 0 JEFFREY KANEL CHAIRMAN OF THE BOARD 4.00 X 0 0 0 JULIE KRIGEL ANNUAL CAMPAIGN V.P. 4.00 X 0 0 0 JOEL RUBNITZ CAMPUS GOVERNANCE V.P. 4.00 X 0 0 0 RABBI MELANIE ARON DIRECTOR 4.00 X 0 0 0 GINNY BAIRD DIRECTOR 4.00 X 0 0 0 LARRY DIBOWITZ DIRECTOR 4.00 X 0 0 0 HOWARD FINE DIRECTOR 4.00 X 0 0 0 BRANDY IVENER DIRECTOR 4.00 X 0 0 0 STEPHEN JACKSON DIRECTOR 4.00 X 0 0 0 JONATHAN KATZ DIRECTOR 4.00 X 0 0 0 MARC LEVITT DIRECTOR 4.00 X 0 0 0 DAVID MYRON DIRECTOR 4.00 X 0 0 0 LEWIS OSOFSKY DIRECTOR 4.00 X 0 0 0 TINA ROSENBLUM DIRECTOR 4.00 X 0 0 0 RICK TAVAN DIRECTOR 4.00 X 0 0 0 PETER ULLMANN DIRECTOR 4.00 X 0 0 0 JONATHAN WITKIN DIRECTOR 4.00 X 0 0 0 JYL JURMAN CEO 40.00 X 197098 0 54984 197098 0 54984 2 0 1 0 0 3559796 3559796 LEVY FAMILY CAMPUS 611710 3200225 3200225 PROGRAM REVENUE 611710 271901 271901 COMMUNITY NEWSPAPER 511110 57128 57128 3529254 170214 170214 2193329 1970183 223146 223146 223146 OTHER REVENUE 611710 47512 47512 47512 7529922 3576766 0 393360 2849619 2849619 197098 118259 19710 59129 626891 437975 90583 98333 202792 135170 29357 38265 47251 47251 14869 8601 11 6257 73806 68572 4533 701 30644 6273 17197 7174 5429 808 1478 3143 51708 51708 534672 531109 3563 46450 32655 13795 LEVY FAMILY CAMPUS 764079 764079 CAMPAIGN PROGRAMS 285562 218686 319 66557 REPAIR AND MAINTENANCE 174888 169346 5542 BAD DEBT 43071 43071 208774 95434 108554 4786 6157603 5488294 384964 284345 1018214 2432252 810315 935006 175100 180444 1172450 1149290 797 22995553 5086516 18356774 17909037 4576859 5500810 1274250 1285563 27383962 29393199 167316 327181 69694 73848 2524489 2474224 53556 145756 2815055 3021009 X 20175127 21922096 1855570 1828142 2538210 2621952 24568907 26372190 27383962 29393199 1372319 430964 0 X X 0 1 X 1 0 X 1811523 2174351 1994689 1915420 3607308 11503291 1811523 2174351 1994689 1915420 3607308 11503291 1023479 10479812 136927 130715 122404 123966 170214 684226 101736 66125 58481 56451 57128 339921 12527438 16474922 0.83650 0.79880 X PART II, LINE 10 EVENT REVENUE FROM SPECIAL EVENTS RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9 1527847 294960 2574203 1 1 2538210 83742 0 2621952 2302003 392957 -156750 2538210 2432726 33242 -163965 2302003 2141275 438127 -146676 2432726 2104708 200336 -163769 2141275 0 0 4200000 4200000 18293106 4598648 13694458 502447 487868 14579 17909037 DONOR DESIGNATED FUND PAYABLE 5756 ENDOWMENT HELD FOR ANOTHER ORGANIZATION 140000 145756 7960886 430964 430964 7529922 0 7529922 6157603 0 6157603 0 6157603 1 ADDISON PENZAK JEWISH COMMUNITY CENTER 14855 OKA ROAD SUITE 201 LOS GATOS CA 95032 942222989 163090 GENERAL FUNDGENERAL FUND, FACILIITES AMERICAN FRIENDS OF THE YITZHAK RABIN CENTER 36-12 34 AVENUE 4TH FLOOR NEW YORK NY 11106 133962392 5000 GENERAL FUND, FACILITIES CHAI HOUSE 814 ST ELIZABETH DRIVE SAN JOSE CA 95126 770064726 18655 GENERAL FUND CONGREGATION BETH DAVID 19700 PROSPECT ROAD SARATOGA CA 95070 941682250 13500 GENERAL FUND CONGREGATION SINAI 1532 WILLOWBRAE AVENUE SAN JOSE CA 95125 941546644 12176 GENERAL FUND FRIENDS OF TEL AVIV SOURASKY MEDICAL CENTER INC 1461 FIRST AVENUE BOX 150 NEW YORK NY 10075 100000 GENERAL FUND HILLEL OF SILICON VALLEY 336 E WILLIAM STREET SAN JOSE CA 95112 770575153 59976 GENERAL FUND JEWISH FAMILY SERVICES 14855 OKA ROAD SUITE 202 LOS GATOS CA 95032 942536452 134787 GENERAL FUND, FACILITIES JEWISH FEDERATIONS OF NORTH AMERICA 25 BROADWAY SUITE 1700 NEW YORK NY 100041010 131624240 142099 FAIR SHARE DUES OPERA SAN JOSE 2149 PARAGON DRIVE SAN JOSE CA 95131 770009773 5000 GENERAL FUND SJSU JEWISH STUDIES DEPARTMENT 1 WASHINGTON SQUARE SAN JOSE CA 95192 830403915 6500 GENERAL FUND SO PENINSULA HEBREW DAY SCHOOL 1030 ASTORIA DRIVE SUNNYVALE CA 94087 942174555 20000 GENERAL FUND TEMPLE EMANU-EL RELIGIOUS SCHOOL 1010 UNIVERSITY AVENUE SAN JOSE CA 95126 941132316 11200 GENERAL FUND YAVNEH DAY SCHOOL 14855 OKA ROAD SUITE 100 LOS GATOS CA 95032 942719901 95100 GENERAL FUND, FACILITIES PART I, LINE 2: THIS 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. X 1 1 X X X X 0 0 0 0 0 0 0 0 0 JYL JURMAN CEO 197098 0 0 0 0 0 26532 0 28452 0 252082 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 ONE BOARD MEMBER IS A COUSIN TO THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION B, LINE 11 THE 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 12C OFFICERS, 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 15A THE 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 18 FORM 990 IS AVAILABLE TO PUBLIC UPON REQUEST THROUGH TELEPHONE OR EMAIL. FORM 990, PART VI, SECTION C, LINE 19 ANYBODY WHO NEEDS THIS INFORMATION CAN CONTACT THE JEWISH FEDERATION OFFICE THROUGH TELEPHONE OR EMAIL. CONTACT INFORMATION IS AVAILABLE ON THE INTERNET. PART XI LINE 2C THE 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.