JEWISH FEDERATION OF ORANGE COUNTY: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- JEWISH FEDERATION OF ORANGE COUNTY (EIN 95-2407026)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-16
- IRS object ID
- 201513209349313036
- Schema version
- 2014v5.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-16T14:23:00-08:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ONISKO & SCHOLZ LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5000 E SPRING ST STE 200 | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 908155215 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 952407026 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWISH FEDERATION AND FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | SERVICES OF ORANGE COUNTY | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JEWI | BusinessNameControlTxt |
| Phone | 9494353484 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 FEDERATION WAY | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92603 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Dr Lauren Gavshon | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Signature | 2015-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kim Joseph Onisko CPA | PreparerPersonNm |
| PTIN | P00523720 | PTIN |
| Phone | 5624203100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Dr Lauren Gavshon | PrincipalOfficerNm |
| Gross Receipts | $14,045,953 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| All Affiliates Included | false | AllAffiliatesIncludedInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | JEWISHORANGECOUNTY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1966 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | The organization brings together the people, the partners and the resources to care for people in need, to build a vibrant community and to sustain and enhance Jewish life. | ActivityOrMissionDesc |
| Voting Members Governing Body | 49 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 46 | VotingMembersIndependentCnt |
| Total Employee | 61 | TotalEmployeeCnt |
| Total Volunteers | 600 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $6,863,217 | PYContributionsGrantsAmt |
| CY Contributions Grants | $12,988,209 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $135,286 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $114,126 | CYProgramServiceRevenueAmt |
| PY Investment Income | $90,675 | PYInvestmentIncomeAmt |
| CY Investment Income | $138,314 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$25,405 | PYOtherRevenueAmt |
| CY Other Revenue | -$126,453 | CYOtherRevenueAmt |
| PY Total Revenue | $7,063,773 | PYTotalRevenueAmt |
| CY Total Revenue | $13,114,196 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,474,863 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,842,682 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,781,464 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,164,088 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $436,353 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,082,598 | PYOtherExpensesAmt |
| CY Other Expenses | $1,880,020 | CYOtherExpensesAmt |
| PY Total Expenses | $6,338,925 | PYTotalExpensesAmt |
| CY Total Expenses | $6,886,790 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $724,848 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $6,227,406 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $6,474,556 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,726,933 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $391,103 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $449,440 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,083,453 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $12,277,493 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | The mission of the organization is to bring together the people, the partners and the resources to care for people in need, to build a vibrant community and to sustain and enhance Jewish life. The organization supports Jewish education for all ages; lifelines for people in crisis; transportation, care and connections for seniors; campus and community leadership development; thriving Jewish culture in Orange County; and strong bonds with the community in Israel. JFFS provides our community members with numerous options for service, philanthropy and leadership, and offers a range of human services and educational opportunities. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $2,285,772 | ExpenseAmt |
| Grant | $77,772 | GrantAmt |
| Desc | Community Outreach Grants and Programs built leadership on our college campuses through advocacy training, mentoring, conferences and experimental learning serving 3 college campuses in Orange County, supporting 18 student programs, and assisting 35 students with grants. Outreach programs also enable members of our community to explore a range of Jewish cultural activities for all ages, such as the annual community-wide Israel Expo event which had more than 10,000 attendees. Outreach programs also connect our community with Jews in need through the United States and overseas and provides our congregations with support for innovative outreach programming. JFFS supported 9 congregational programs with grants. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,230,337 | ExpenseAmt |
| Grant | $283,681 | GrantAmt |
| Revenue | $114,126 | RevenueAmt |
| Desc | Through the Family Services Division, JFFS social service programs and direct financial aid ensures the quality of life for the most vulnerable members of the community, including seniors, children and young adults with special needs, and individuals and families in crisis. In 2014, JFFS served 5,543 clients.Lifelines Emergency Assistance: 1,259 received crisis case management, information and referral, and /or services through Adopt a Family.Holocaust Survivor Services: 183 clients received care management, assistance applying for restitution and socialization programming to help them cope with the challenges of aging. Of those, 48 received direct reimbursement for 15,043 hours of home care services.Career Coaching: 92 clients were served. Of those, 52 received a comprehensive package of career and financial coaching and the other 40 attended career workshops. Of clients in the program more than 6 months, 80% were placed in jobs.Mental Health Serves: 1,152 counseling sessions and 858 workshops, support groups and classes.Chicken Soup for the Silver Soul Senior care Conference: 550 individuals attended. Irvine Supportive Community: Provided 270 seniors with over 6,010 contacts. Offerings were very diverse, and included 769 separate sessions of physical fitness class, brain fitness activites, nutrition classes, yard clean ups, excursions and more.Senior Services: 1,068 seniors were served through JFFS senior programs geared towards helping seniors to age in placeTransportation: 20,504 rides to seniors, young adults with disabilities, cancer patients, vision impaired and homeless adultsMandel House: 6 adults with developmental disabilities reside at Mandel House, a service-enhanced residential home | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,427,049 | ExpenseAmt |
| Grant | $1,087,304 | GrantAmt |
| Desc | Education Programs and Grants: Programs to support Jewish education span all ages and denominations in our community. Education grants support camperships and preschool scholarships for Jewish children; after-school and summer education programs for youth and teens; Jewish day schools whose student population range from kindergarten through 12th grade; Jewish identity and leadership preparation for teens; adult Jewish learning programs; and continuing Jewish education for seniors. JFFS awarded 267 educational grants to applicants with an average grant of $534 per recipient and funded 97% of all applicants. PJ Library, a preschool program, awarded 12 books per year to 1096 households with preschool children. 79 volunteers involved in Reading Partners, a volunteer-led literacy program in 72 K-3 classrooms in 16 Orange County public schools, helped children learn to read, so they can read to learn. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $79,904 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $71,775 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $6,023,062 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 71 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 61 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Org Filed In Lieu Of Form1041 | false | OrgFiledInLieuOfForm1041Ind |
| Licensed More Than One State | false | LicensedMoreThanOneStateInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 49 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 46 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (true) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Andrew Breslow | PersonNm |
| Phone | 9494353484 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 FEDERATION WAY 210 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92603 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (51 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Yael Aronoff | ||||||||
| Director | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| David Weinberg | ||||||||
| Director | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Jodi Greenbaum | ||||||||
| Ex-officio | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Kenneth Beard | ||||||||
| Director | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Aaron Herzberg | ||||||||
| Director | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Frank Ellis | ||||||||
| Director | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Steven Fainbarg | ||||||||
| Director | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Philip Waldman | ||||||||
| Director | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Lauren Klein | ||||||||
| Director | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Lisa Grier | ||||||||
| Vice chair | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Blossom Siegel | ||||||||
| Director | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Lillian Heller Conrad | ||||||||
| Director | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Cindy Furst | ||||||||
| Director | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Sam Wyman | ||||||||
| Director | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Ann Miller | ||||||||
| Vice Chair | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Debbie Margolis | ||||||||
| Board chair | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| John-Aaron Lenhert | ||||||||
| Director | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Susan Levinstein | ||||||||
| Co-treasurer | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Gary Lobel | ||||||||
| Director | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Daniel Koblin | ||||||||
| Vice chair | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Carl Katz | ||||||||
| Director | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Peter Macdonald | ||||||||
| Director | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Reuven Mintz | ||||||||
| Director | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Melvin Lipson | ||||||||
| Director | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Michelle Prescott | ||||||||
| Director | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Lori Reznick | ||||||||
| Director | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Lori Schwartz | ||||||||
| Director | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| James Weiss | ||||||||
| Secretary | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Mark Berman | ||||||||
| Director | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Gideon Bernstein | ||||||||
| Director | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Pamela Chozen | ||||||||
| Director | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Michael Shapiro | ||||||||
| Director | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Henry Cohen | ||||||||
| Director | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Gerald Werksman | ||||||||
| Ex-officio | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Gali Glantz | ||||||||
| Director | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Dr Jeff Glass | ||||||||
| Director | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Howard Mirowitz | ||||||||
| Co-treasurer | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Michael Stone | ||||||||
| Director | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Scott Sussman | ||||||||
| Director | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Susan Tuchler | ||||||||
| Director | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Dr Harold Kravitz | ||||||||
| Board emeritus | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Deborah Siminou | ||||||||
| Director | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Bernie Labowitz | ||||||||
| Director | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Michael Reznick | ||||||||
| Director | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Louis Weiss | ||||||||
| ex-officio | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Stuart Wolfe | ||||||||
| Director | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Shalom Elcott | ||||||||
| President & CEO | 40.00 | 0.00 | $247,500 | $0 | $39,798 | Yes (X) | ||
| Denise Mailman | ||||||||
| Former CFO | 40.00 | 0.00 | $46,398 | $0 | $9,315 | Yes (X) | ||
| Andrew Breslow | ||||||||
| CFO | 40.00 | 0.00 | $26,541 | $0 | $0 | Yes (X) | ||
| Lauren Gavshon | ||||||||
| Director FamilySvs | 40.00 | 0.00 | $108,504 | $0 | $10,837 | Yes (X) | ||
| Kathleen Mellon | ||||||||
| Community Planning | 40.00 | 0.00 | $117,299 | $0 | $15,577 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $546,242 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $75,527 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $191,166 | FundraisingAmt |
| Government Grants | $398,180 | GovernmentGrantsAmt |
| All Other Contributions | $12,398,863 | AllOtherContributionsAmt |
| Noncash Contributions | $233,000 | NoncashContributionsAmt |
| Total Contributions | $12,988,209 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| Counseling service | $42,851 | $42,851 |
| Senior Care management | $9,428 | $9,428 |
| Senior transportation | $61,847 | $61,847 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $114,126 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $92,983 | TotalRevenueColumnAmt |
| Exclusion | $92,983 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,800 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,800 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,800 | TotalRevenueColumnAmt |
| Exclusion | $1,800 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $616,174 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $570,843 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $45,331 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $45,331 | TotalRevenueColumnAmt |
| Exclusion | $45,331 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $193,641 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $191,166 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $360,914 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$167,273 | TotalRevenueColumnAmt |
| Exclusion | -$167,273 | ExclusionAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $39,020 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $39,020 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $39,020 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,114,196 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $153,146 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | -$27,159 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,520,532 | TotalAmt |
| Program Services | $1,520,532 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $322,150 | TotalAmt |
| Program Services | $322,150 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $369,553 | TotalAmt |
| Program Services | $234,011 | ProgramServicesAmt |
| Management And General | $35,751 | ManagementAndGeneralAmt |
| Fundraising | $99,791 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,344,090 | TotalAmt |
| Program Services | $2,070,313 | ProgramServicesAmt |
| Management And General | $51,926 | ManagementAndGeneralAmt |
| Fundraising | $221,851 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,851 | TotalAmt |
| Program Services | $76,116 | ProgramServicesAmt |
| Management And General | $2,346 | ManagementAndGeneralAmt |
| Fundraising | $8,389 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $153,688 | TotalAmt |
| Program Services | $138,296 | ProgramServicesAmt |
| Management And General | $2,443 | ManagementAndGeneralAmt |
| Fundraising | $12,949 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $209,906 | TotalAmt |
| Program Services | $178,966 | ProgramServicesAmt |
| Management And General | $6,570 | ManagementAndGeneralAmt |
| Fundraising | $24,370 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,590 | TotalAmt |
| Program Services | $16,477 | ProgramServicesAmt |
| Management And General | $29,936 | ManagementAndGeneralAmt |
| Fundraising | $2,177 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,790 | TotalAmt |
| Program Services | $22,648 | ProgramServicesAmt |
| Management And General | $41,149 | ManagementAndGeneralAmt |
| Fundraising | $2,993 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,716 | TotalAmt |
| Program Services | $34,153 | ProgramServicesAmt |
| Management And General | $62,050 | ManagementAndGeneralAmt |
| Fundraising | $4,513 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $142,079 | TotalAmt |
| Program Services | $100,115 | ProgramServicesAmt |
| Management And General | $37,470 | ManagementAndGeneralAmt |
| Fundraising | $4,494 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $148,283 | TotalAmt |
| Program Services | $143,041 | ProgramServicesAmt |
| Management And General | $4,566 | ManagementAndGeneralAmt |
| Fundraising | $676 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $355,440 | TotalAmt |
| Program Services | $332,261 | ProgramServicesAmt |
| Management And General | $12,729 | ManagementAndGeneralAmt |
| Fundraising | $10,450 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,404 | TotalAmt |
| Program Services | $48,090 | ProgramServicesAmt |
| Management And General | $1,765 | ManagementAndGeneralAmt |
| Fundraising | $6,549 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,600 | TotalAmt |
| Program Services | $17,966 | ProgramServicesAmt |
| Management And General | $43,634 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Community development | $135,842 | $130,998 | $1,339 | $3,505 |
| Senior transportation | $103,176 | $102,795 | $315 | $66 |
| Uncollectible Pledges | $100,000 | $100,000 | ||
| Printing and Publications | $91,528 | $81,229 | $2,750 | $7,549 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $469,572 | TotalAmt |
| Program Services | $352,905 | ProgramServicesAmt |
| Management And General | $90,636 | ManagementAndGeneralAmt |
| Fundraising | $26,031 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,886,790 | TotalAmt |
| Program Services | $6,023,062 | ProgramServicesAmt |
| Management And General | $427,375 | ManagementAndGeneralAmt |
| Fundraising | $436,353 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $386 | BOYAmt |
| EOY | $9,266 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $898,424 | BOYAmt |
| EOY | $643,419 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,060,772 | BOYAmt |
| EOY | $8,245,071 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $640,053 | BOYAmt |
| EOY | $431,771 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,000 | BOYAmt |
| EOY | $200,000 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,966 | BOYAmt |
| EOY | $62,745 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,189,207 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $256,838 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $861,522 | BOYAmt |
| EOY | $932,369 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,123,780 | BOYAmt |
| EOY | $521,515 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,697,653 | BOYAmt |
| EOY | $1,680,777 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,474,556 | BOYAmt |
| EOY | $12,726,933 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $313,715 | BOYAmt |
| EOY | $369,392 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,295 | BOYAmt |
| EOY | $28,500 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,093 | BOYAmt |
| EOY | $51,548 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $391,103 | BOYAmt |
| EOY | $449,440 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,909,750 | BOYAmt |
| EOY | $2,877,008 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,475,415 | BOYAmt |
| EOY | $8,702,197 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $698,288 | BOYAmt |
| EOY | $698,288 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,083,453 | BOYAmt |
| EOY | $12,277,493 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,474,556 | BOYAmt |
| EOY | $12,726,933 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $6,227,406 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$16,490 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$16,876 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,128,189 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,728,986 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,554,035 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,863,217 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,988,209 | CurrentTaxYearAmt |
| Total | $35,262,636 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,128,189 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,728,986 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,554,035 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,863,217 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,988,209 | CurrentTaxYearAmt |
| Total | $35,262,636 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,634,267 | SubstantialContributorsTotAmt |
| Public Support Total170 | $33,628,369 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $52,509 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $63,246 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $73,764 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $90,387 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $92,983 | CurrentTaxYearAmt |
| Total | $372,889 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $35,635,525 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,240,284 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.94370 | PublicSupportCY170Pct |
| Public Support PY170 | 0.92420 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,679,153 | BeginningYearBalanceAmt |
| Contributions | $348 | ContributionsAmt |
| Investment Earnings Or Losses | $58,830 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $76,054 | OtherExpendituresAmt |
| End Year Balance | $1,662,277 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,482,891 | BeginningYearBalanceAmt |
| Contributions | $66,486 | ContributionsAmt |
| Investment Earnings Or Losses | $200,017 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $70,241 | OtherExpendituresAmt |
| End Year Balance | $1,679,153 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,309,486 | BeginningYearBalanceAmt |
| Contributions | $77,065 | ContributionsAmt |
| Investment Earnings Or Losses | $147,217 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $50,877 | OtherExpendituresAmt |
| End Year Balance | $1,482,891 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,054,238 | BeginningYearBalanceAmt |
| Contributions | $315,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$9,982 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $49,770 | OtherExpendituresAmt |
| End Year Balance | $1,309,486 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $825,797 | BeginningYearBalanceAmt |
| Contributions | $183,897 | ContributionsAmt |
| Investment Earnings Or Losses | $91,451 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $46,907 | OtherExpendituresAmt |
| End Year Balance | $1,054,238 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.58000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.42000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | false | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $416,619 | OtherCostOrOtherBasisAmt |
| Book Value | $416,619 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $264,706 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,694 | DepreciationAmt |
| Book Value | $263,012 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $60,291 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,815 | DepreciationAmt |
| Book Value | $54,476 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $292,513 | OtherCostOrOtherBasisAmt |
| Depreciation | $118,857 | DepreciationAmt |
| Book Value | $173,656 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $155,078 | OtherCostOrOtherBasisAmt |
| Depreciation | $130,472 | DepreciationAmt |
| Book Value | $24,606 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $932,369 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Beneficial interest in assets at JCF | $1,662,277 |
| Cemetery Plots | $18,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,680,777 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Bank overdraft | Desc |
| Amt | $51,548 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $51,548 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $13,080,830 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$16,490 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$16,876 | OtherRevenueAmt |
| Revenue Not Reported | -$33,366 | RevenueNotReportedAmt |
| Revenue Subtotal | $13,114,196 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $13,114,196 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,886,790 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $6,886,790 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $6,886,790 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: Intended uses of the endowment fund. | The board designated endowment is intended to provide ongoing support for the organization through an annual distribution. The board designated endowment may be used to support significant operating or program initiatives that exceed the projected annual budget. Other endowment funds set up according to donors' directions are used to support programs specified by the donors. |
| Part X : FIN48 Footnote | The Organization is exempt from federal income taxes under Section 501(c)(3) of the Internal Revenue Code and state income taxes under Section 23701(d) of the California Tax Code.The Organization follows ASC 740, Accounting for Uncertainty in Income Taxes, which provides accounting and disclosure guidance about positions taken by an organization in its tax returns that might be uncertain. Management has considered its tax positions and believes that all of the positions taken by the Organization in its federal and state exempt organization tax returns are more likely than not to be sustained upon examination. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | false | AgrmtProfFundraisingActyInd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Israel Expo | Event1Nm |
| Gross Receipts Event1 | $145,133 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $120,925 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $24,208 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $70,029 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $19,022 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $13,060 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $4,160 | OtherDirectExpensesEvent1Amt |
| Event2 | Solomon Society dinners | Event2Nm |
| Gross Receipts Event2 | $122,200 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $49,414 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $72,786 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $33,056 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $52,474 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $42,615 | EntertainmentEvent2Amt |
| Other Events Total | 3 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $116,749 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $20,827 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $95,922 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $8,452 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $78,604 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $32,028 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $4,376 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $384,082 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $191,166 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $192,916 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $111,537 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $150,100 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $87,703 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $8,536 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $357,876 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$164,960 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (24 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Academy Youth Services Organi | |||||||
| 14401 Willow Lane | Huntington Beac | CA | 92647 | 330688036 | $12,500 | $0 | Support Jewish youth education |
| Birthright Israel Foundation | |||||||
| 33 East 33rd St | New York | NY | 10016 | 134092050 | $41,072 | $0 | Strengthen young Jewish leaders |
| Bureau of Jewish Education OC | |||||||
| 1 Federation Way Ste 205 | Irvine | CA | 92603 | 953740563 | $145,000 | $0 | support Jewish youth education |
| Camp Alonim | |||||||
| 15600 Mulholland Drive | Los Angeles | CA | 90077 | 841652923 | $7,400 | $0 | Support Jewish Camp |
| Chabad at UCI | |||||||
| 12 Oxford | Irvine | CA | 92612 | 330886313 | $15,000 | $0 | Support Jewish Life on Campus |
| Chabad Jewish Center Tustin | |||||||
| 2357 Sunningdale Drive | Tustin | CA | 92782 | 272701907 | $7,500 | $0 | Support of Jewish Education |
| Chabad of Mission Viejo | |||||||
| 24014 Marguerite Pkwy | Mission Viejo | CA | 92692 | 330673282 | $30,200 | $0 | Support of Jewish education |
| Congregation Bnai Israel | |||||||
| 2111 Bryan | Tustin | CA | 92782 | 953088484 | $16,160 | $0 | Support Jewish Youth Education |
| Congregation Shir Ha-Maalot | |||||||
| 3652 Michelson Dr | Irvine | CA | 92612 | 952559118 | $17,120 | $0 | Support for Religious School |
| Ezra Center | |||||||
| PO Box 2272 Brookhurst St | Anaheim | CA | 92814 | 202927498 | $20,000 | $0 | Support of seniors in North OC |
| Hebrew Academy | |||||||
| 14401 Willow Lane | Huntington Bch | CA | 92647 | 330688036 | $30,000 | $0 | Support Jewish Day School |
| Hillel Foundation OC | |||||||
| 1 Federation Way Suite 210 | Irvine | CA | 92603 | 521844823 | $92,050 | $0 | Support Jewish life on campus |
| Israel Institute Inc | |||||||
| 1250 Eye St NW Suite 710 | Washington | DC | 20005 | 460540994 | $11,000 | $0 | Support Jewish Life on Campus |
| Jewish Federation NA | |||||||
| 25 Broadway Suite 1700 | New York | NY | 10004 | 131624240 | $647,069 | $0 | Support of Jewish Philanthropy |
| Merage Jewish Center | |||||||
| 1 Federation Way Ste 200 | Irvine | CA | 92603 | 330016661 | $124,200 | $0 | Support community programs |
| OC Community Scholar Program | |||||||
| 1006 Park Ave | Newport Beach | CA | 92662 | 460478494 | $15,000 | $0 | Community education of Jewish topic |
| Shevet Tapuz-Israeli Scouts | |||||||
| 22106 Calderas | Mission Viejo | CA | 92691 | 271444394 | $15,175 | $0 | Support Jewish Scouts |
| Tarbut VTorah Day School | |||||||
| 5 Federation Way | Irvine | CA | 92603 | 953374189 | $108,463 | $0 | support Jewish Day School |
| Temple Bat Yahm | |||||||
| 1011 Camelback | Newport Beach | CA | 92660 | 952875578 | $14,230 | $0 | Support community programs |
| Temple Beth El | |||||||
| 2A Liberty | Aliso Viejo | CA | 92656 | 953749325 | $9,000 | $0 | Support community programs |
| Temple Beth Sholom | |||||||
| 2625 North Tustin Ave | Santa Ana | CA | 92705 | 952263896 | $8,533 | $0 | Support community programs |
| The OC Friendship Circle | |||||||
| 2865 East Coast Highway Ste 3 | Corona del Mar | CA | 92625 | 113797166 | $35,000 | $0 | Support of adult special needs |
| UC of Irvine Foundation | |||||||
| 3151 Social Sciences Plaza | Los Angeles | CA | 92617 | 952510117 | $49,000 | $0 | Support Jewish Life on Campus |
| University Synagogue | |||||||
| 3400 Michelson | Irvine | CA | 92612 | 330254944 | $20,810 | $0 | Support for Religious School |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 24 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (7 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| Transportation | 14 | $8,271 |
| Housekeeping assistance | 38 | $125,813 |
| Medical expenses | 3 | $1,928 |
| Crisis management | 1259 | $44,824 |
| Personal and Nursing Care | 28 | $124,346 |
| Education and work related | 33 | $9,130 |
| Meal assistance | 23 | $7,838 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Additional Supplemental Information | The organization reports grants on Schedule I to The Jewish Federations of North America (JFNA), which is a 501(c)(3) domestic U.S. charity.A portion of these grants is used by JFNA to fund overseas programs. JFNA and its affiliated subsidiary, the United Israel Appeal (UIA), report on their respective Form 990s and detailed Schedule F all funds transmitted through each organization to overseas programs on behalf of Jewish Federations and affiliated foundations and, in compliance with IRS regulations and the Pension Protection Act, monitor and report on the use of funds granted to foreign charitable groups to assure that charitable funds sent overseas on behalf of the Federations movement are used for permissible charitable purposes. |
| Grantmaker's Description of How Grants are Used | Each grantee is required to submit financial statements to the Organization's planning & funding consul (PFC) on an annual basis. Each program request needs to have a budget submitted along with the proposal. Grantees whose programs are funded by the Organization submit mid-year and final progress reports or an assessment of the programs to the federation's PFC. The final report must include a financial comparison of proposed vs. actual expenses. Any substantial changes in the proposal of the project must be approved by the grant committee. In addition, members of PFC conduct site visits to those programs that have received a large grant from the Organization in order to assess the effectiveness of the program. Results are reported to the executive committee of the board by the PFC. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Discretionary Spending Acct | Yes (X) | DiscretionarySpendingAcctInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | Yes (true) | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
| Rebuttable Presumption Proc | false | RebuttablePresumptionProcInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Shalom Elcott | PersonNm |
| Title | President & CEO | TitleTxt |
| Base Compensation Filing Org | $247,500 | BaseCompensationFilingOrgAmt |
| Deferred Compensation Flng Org | $11,500 | DeferredCompensationFlngOrgAmt |
| Nontaxable Benefits Filing Org | $28,298 | NontaxableBenefitsFilingOrgAmt |
| Total Compensation Filing Org | $287,298 | TotalCompensationFilingOrgAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 1a: Relevant information in regards to selections on 1a. | FormAndLineReferenceDesc |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $6,717 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | fair value | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 9 | ContributionCnt |
| Noncash Contributions Rpt F990 | $202,028 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | market value | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | Gift Cards | Desc |
| Contribution | 154 | ContributionCnt |
| Noncash Contributions Rpt F990 | $24,255 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | nominal value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 32, Hire and Use of Third Parties | FormAndLineReferenceDesc |
| Explanation | The organization encourages vehicle donation but does not have a contract with a commercial fundraiser to sell the cars. Donors are encouraged to use www.cardonatingiseasy.org for car donation. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 4d: Other Program Services Description | OTHER PROGRAM SERVICES 4: Other programs include Israel General Fund and Orange County Campus Israel Relations programs. These programs provide support for students interested in local Jewish study programs, and they enhance the cultural connection between Orange County and sister communities in Israel. |
| Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et | The board members Michael Reznik and Lori Reznik are married. |
| Form 990, Part VI, Line 4: Description of Significant Changes to Organizational Documents | On December 10, 2014 the Organization's bylaws were amended to limit the board of directors to a maximum of 25 persons. |
| Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder | Any person of age 18 or over, who subscribes to the purposes of the Organization and who has made a contribution of $18 or more to the annual campaign during the current or preceding calendar year shall be a member of the Organization for the current calendar year and shall be entitled to one vote at any meeting of the Members. |
| Form 990, Part VI, Line 7a: How Members or Shareholders Elect Governing Body | The members elect governing body, the board of directors, per the by-laws at an annual meeting |
| Form 990, Part VI, Line 7b: Describe Decisions of Governing Body Approval by Members or Shareholders | The members approve the election of the board members and any changes to the by-laws. |
| Form 990, Part VI, Line 11b: Form 990 Review Process | The Board of directors authorizes the audit and finance committees to review form 990 prior to filing. The committees members review form 990 and give a report to the executive committee about any findings and recommendations.The executive committee approves the submission of the Form 990. A copy of Form 990 is made available for review by board members. |
| Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | The conflict of interest policy guidelines are reviewed with board members at the beginning of each fiscal year. At that time each member of the board of directors and each staff member is asked to complete and sign the conflict of interest policy. The CFO gathers the completed and signed policies and reviews each of them for completeness and compliance. |
| Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management | The Board of directors establishes a compensation committee annually. The compensation committee examines a salary survey conducted by Federation's umbrella organization, Jewish Federation of North America, to determine the appropriate level of compensation for the federation's key employees. The compensation committee also reviews employees performance evaluations, previously conducted by the human resource committee, as well as the budget for the next fiscal year. The compensation committee then makes recommendations for any adjustments to the executive committee of the board which approves or denies the proposed compensation. |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | Articles of incorporation, by-laws, tax-exempt approval letter are available to the public upon request via mail of e-mail. Financial statements and Form 990 are posted on Federation's web-site. |
| Other Changes In Net Assets Or Fund Balances - Other Decreases | Change in value of beneficial interest = -$16876 |
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