JEWISH FEDERATION OF SOUTHERN ARIZONA: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- JEWISH FEDERATION OF SOUTHERN ARIZONA (EIN 86-0096795)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-06
- IRS object ID
- 201543109349301354
- 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
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-06T10:38:33-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 364538293 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUDWIG KLEWER & CO PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4783 E CAMP LOWELL DR | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85712 | 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 | 860096795 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWISH FEDERATION OF SOUTHERN | BusinessNameLine1Txt |
| Business Name Line2 | ARIZONA | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JEWI | BusinessNameControlTxt |
| Phone | 5205779393 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3822 E RIVER ROAD 100 | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85718 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STUART MELLAN | PersonNm |
| Person Title | PRESIDENT AND CEO | PersonTitleTxt |
| Phone | 5205779393 | PhoneNum |
| Signature | 2015-11-04 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JULIE S KLEWER CPA | PreparerPersonNm |
| PTIN | P00343046 | PTIN |
| Phone | 5205450500 | PhoneNum |
| Preparation | 2015-11-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KATHRYN UNGER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3822 E RIVER ROAD 100 | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85718 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,953,115 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | JFSA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1947 | FormationYr |
| Legal Domicile State | AZ | LegalDomicileStateCd |
| Activity Or Mission | GUIDED BY THE JEWISH VALUES OF TZEDAKAH (RIGHTEOUS GIVING), CHESED (LOVING KINDNESS), AND TIKKUN OLAM (REPAIRING OF THE WORLD), WE BRING THE JEWISH COMMUNITY TOGETHER TO HELP THOSE IN NEED TO STRENGTHEN AND PRESERVE THE JEWISH PEOPLE AT HOME AND AROUND THE WORLD. THE FEDERATION SERVES AS THE FUNDRAISING, ADMINISTRATIVE AND PLANNING ORGANIZATION FOR VARIOUS RELATED SOCIAL SERVICE AND EDUCATIONAL AGENCIES SERVING THE TUCSON COMMUNITY, WITH SPECIAL EMPHASIS ON THE JEWISH COMMUNITY. THE FEDERATION ALSO INCLUDES THE OPERATIONS OF THE ARIZONA JEWISH POST (POST) WHICH PUBLISHES A COMMUNITY- WIDE NEWSPAPER REPORTING ON AND DIRECTED TOWARD THE TUCSON JEWISH COMMUNITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 104 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 104 | VotingMembersIndependentCnt |
| Total Employee | 48 | TotalEmployeeCnt |
| Total Volunteers | 500 | TotalVolunteersCnt |
| Total Gross UBI | $347,576 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$67,040 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,920,367 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,463,675 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $602,430 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $449,450 | CYProgramServiceRevenueAmt |
| PY Investment Income | $5,358 | PYInvestmentIncomeAmt |
| CY Investment Income | $6,564 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$29,258 | PYOtherRevenueAmt |
| CY Other Revenue | -$52,087 | CYOtherRevenueAmt |
| PY Total Revenue | $4,498,897 | PYTotalRevenueAmt |
| CY Total Revenue | $4,867,602 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,355,770 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,552,494 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,526,554 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,582,095 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $396,559 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,013,162 | PYOtherExpensesAmt |
| CY Other Expenses | $868,753 | CYOtherExpensesAmt |
| PY Total Expenses | $4,895,486 | PYTotalExpensesAmt |
| CY Total Expenses | $5,003,342 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$396,589 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$135,740 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $16,520,206 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,769,341 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $537,867 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $484,452 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $15,982,339 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $16,284,889 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | GUIDED BY THE JEWISH VALUES OF TZEDAKAH (RIGHTEOUS GIVING), CHESED (LOVING KINDNESS), AND TIKKUN OLAM (REPAIRING OF THE WORLD), WE BRING THE JEWISH COMMUNITY TOGETHER TO HELP THOSE IN NEED TO STRENGTHEN AND PRESERVE THE JEWISH PEOPLE AT HOME AND AROUND THE WORLD. THE FEDERATION SERVES AS THE FUNDRAISING, ADMINISTRATIVE AND PLANNING ORGANIZATION FOR VARIOUS RELATED SOCIAL SERVICE AND EDUCATIONAL AGENCIES SERVING THE TUCSON COMMUNITY, WITH SPECIAL EMPHASIS ON THE JEWISH COMMUNITY. THE FEDERATION ALSO INCLUDES THE OPERATIONS OF THE ARIZONA JEWISH POST (POST) WHICH PUBLISHES A COMMUNITY- WIDE NEWSPAPER REPORTING ON AND DIRECTED TOWARD THE TUCSON JEWISH COMMUNITY. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $4,031,072 | ExpenseAmt |
| Grant | $2,552,494 | GrantAmt |
| Revenue | $101,874 | RevenueAmt |
| Desc | SINCE 1946, THE JEWISH FEDERATION OF SOUTHERN ARIZONA HAS SERVED AS THE CENTRAL FUNDRAISING AND PLANNING ORGANIZATION OF SOUTHERN ARIZONA'S JEWISH COMMUNITY. THE ANNUAL JEWISH FEDERATION COMMUNITY CAMPAIGN IS THE LIFELINE OF OUR COMMUNITY - PROVIDING HUMANITARIAN, EDUCATIONAL AND CULTURAL SERVICES TO A JEWISH COMMUNITY NUMBERING MORE THAN 28,000, INCLUDING HUNDREDS OF VOLUNTEERS. OUR BENEFICIARIES PROVIDE NONSECTARIAN SERVICES TO THE ENTIRE TUCSON COMMUNITY. IN ADDITION, FUNDS RAISED BY THE CAMPAIGN SUPPORT RESCUE AND RELIEF EFFORTS FOR JEWS AND NON-JEWS IN 60 COUNTRIES AROUND THE WORLD. THE FEDERATION'S PROGRAM ARMS INCLUDE: - THE ANNUAL COMMUNITY CAMPAIGN IS THE LIFELINE OF OUR JEWISH COMMUNITY. FUNDS RAISED ARE DISTRIBUTED TO LOCAL BENEFICIARY AGENCIES, AS WELL AS TO UNITED JEWISH COMMUNITIES, WHICH COORDINATES LIFESAVING HUMANITARIAN EFFORTS FOR JEWS AND NON-JEWS IN ISRAEL AND 60 COUNTRIES AROUND THE WORLD. SIGNATURE PROGRAMS INCLUDE MAIMONIDES, REAP, AND LEADERSHIP DEVELOPMENT. - THE COALITION FOR JEWISH EDUCATION (CJE) OFFERS JEWISH EDUCATION FOR PEOPLE OF ALL AGES AND ALL LEVELS OF JUDAIC KNOWLEDGE. SIGNATURE PROGRAMS INCLUDE HEBREW HIGH, PJ LIBRARY, B'NAI TZEDEK YOUTH PHILANTHROPY, AND RELIGIOUS SCHOOL SPECIAL NEEDS EDUCATION. - THE ARIZONA JEWISH POST, AZJEWISHPOST.COM, JFSA.ORG, JEWISH TUCSON NEWSFLASH AND JEWISH TUCSON.ORG ARE THE PRIMARY COMMUNICATIONS VEHICLES FOR THE LOCAL JEWISH COMMUNITY. - THE OUTREACH CONNECTION, WHICH MAKES SURE THAT INDIVIDUALS WHO ARE NEWCOMERS OR NEWLY INVOLVED ARE WELCOMED AND INVOLVED. SINCE 2012, AN ADDITIONAL FEDERATION OFFICE DIRECTED TOWARD OUTREACH OPERATED ON TUCSON'S NORTHWEST SIDE. - THE JEWISH COMMUNITY RELATIONS COUNCIL (JCRC) IS THE PUBLIC AFFAIRS AND SOCIAL ACTION ARM OF THE FEDERATION. GUIDED BY DEMOCRATIC IDEALS AND JEWISH VALUES, THE JCRC PROVIDES A FORUM FOR THE JEWISH COMMUNITY TO RESPOND TO ISSUES OF CONCERN THROUGH EDUCATION, ADVOCACY, AND CIVIC ACTIVITY. SIGNATURE PROGRAMS ARE HOMER DAVIS, HOLOCAUST EDUCATION, AND JEWISH-LATINO TEEN COALITION. - WOMEN'S PHILANTHROPY PARTICIPANTS PLAY A MAJOR ROLE IN ENHANCING AND IMPLEMENTING FEDERATION PROJECTS. OPPORTUNITIES FOR EDUCATION, PERSONAL ENRICHMENT, COMMUNITY OUTREACH, AND LEADERSHIP DEVELOPMENT CAN ALL BE FOUND WITHIN WOMEN'S PHILANTHROPY. SPECIAL PROGRAMS INCLUDE CONNECTIONS, LION OF JUDAH, AND YOUNG WOMEN'S CABINET. MAJOR RECIPIENTS OF FEDERATION FUNDING ARE: - THE JEWISH FEDERATIONS OF NORTH AMERICA - THE TUCSON JEWISH COMMUNITY CENTER - HANDMAKER JEWISH SERVICES FOR THE AGING - TUCSON HEBREW ACADEMY - JEWISH FAMILY AND CHILDREN'S SERVICES - U OF A HILLEL FOUNDATION - JEWISH HISTORY MUSEUM/HOLOCAUST HISTORY CENTER | Desc |
| Total Program Service Expenses | $4,031,072 | 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 | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | 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 |
| 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 | Yes (true) | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 21 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 48 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 104 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 104 | 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 | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | 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 | AZ | 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 | AMY MERKEL | PersonNm |
| Phone | 5205779393 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3822 E RIVER ROAD 100 | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85718 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (107 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| STEPHANIE AARON | ||||||
| VIRTUE OF PO | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRUCE ASH | ||||||
| LIFE MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARCIA ABELSON | ||||||
| VIRTUE OF PO | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JEFF ARTZI | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DON BAKER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PAUL BAKER | ||||||
| LIFE MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PAT BALLARD | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ELIOT BARRON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MYLES BECK | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RICHARD BELKIN | ||||||
| LIFE MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SHERRY BELKIN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| AMY BEYER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRUCE BEYER | ||||||
| LIFE MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DONNA BEYER | ||||||
| LIFE MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| NED BLOOMFIELD | ||||||
| LIFE MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PHIL BREGMAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| AUDREY BROOKS | ||||||
| VIRTUE OF PO | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STEVEN CAINE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ESTHER CAPIN | ||||||
| LIFE MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JACK COLE | ||||||
| LIFE MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DONALD DIAMOND | ||||||
| LIFE MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROSIE EILAT-KAHN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARILYN EINSTEIN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DEANNA EVENCHIK | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| FERN FEDER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JULIE FELDMAN | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| RICHARD FINK | ||||||
| LIFE MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ELLEN FREEMAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BARRY FRIEDMAN | ||||||
| VIRTUE OF PO | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MADELINE FRIEDMAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHUCK GANNON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DANNY GASCH | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LARRY GELLMAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LESELIE GLAZE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ELSA GOLDBERG | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MELISSA GOLDFINGER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ESTA GOLDSTEIN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANGIE GOORMAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| HAROLD GREENBERG | ||||||
| LIFE MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BILL HOLMES | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| NINA ISAAC | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN JUDIN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ELIZABETH KANTER GROSKIND | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CAROL KARSCH | ||||||
| LIFE MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DANIEL KARSCH | ||||||
| LIFE MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| FRAN KATZ | ||||||
| LIFE MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JEFF KATZ | ||||||
| PAST CHAIR/L | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KAREN KATZ | ||||||
| LIFE MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GARY KIPPUR | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JANE KIVEL | ||||||
| VIRTUE OF PO | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SHARON KLEIN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RONALD KOLKER | ||||||
| LIFE MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LARRY LEIKEN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CAROLE LEVI | ||||||
| LIFE MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| HELAINE LEVY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STEVEN LIGHTMAN | ||||||
| LIFE MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JENNIFER MILLER GRANT | ||||||
| LIFE MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| HELENE MITTLEMAN | ||||||
| VIRTUE OF PO | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ARIELLA MOLLEN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DONNA MOSER | ||||||
| VIRTUE OF PO | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ESSIE NADLER | ||||||
| LIFE MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JERRY NATHANSON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DANA NARTER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JERRY NEUMAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CAREN NEWMAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TERRY PERL | ||||||
| VIRTUE OF PO | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID PLOTKIN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BEN POZEZ | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MITCH POZEZ | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BOBBY PRESENT | ||||||
| LIFE MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JILL RICH | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STEPHEN RODGVELLER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LOWELL ROTHSCHILD | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RACHAEL RIVERA | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LYNDA ROGOFF | ||||||
| LIFE MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| THOMAS SAYLER-BROWN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| IRENE SARVER | ||||||
| LIFE MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| S LEONARD SCHEFF | ||||||
| LIFE MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ERIC SCHINDLER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| HOWARD SCHWARTZ | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LEX SEARS | ||||||
| LIFE MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JANET SELTZER | ||||||
| LIFE MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANDY SHATKEN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STUART SHATKEN | ||||||
| VIRTUE OF PO | Yes (X) | $0 | $0 | $0 | ||
| ESTHER SHERBERG | ||||||
| LIFE MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL SHINER | ||||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | ||
| SHELLY SILVERMAN | ||||||
| VICE CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| KERI SILVYN | ||||||
| VIRTUE OF PO | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JERRY SONENBLICK | ||||||
| LIFE MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ALVIN STERN | ||||||
| LIFE MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CAROL STERN | ||||||
| LIFE MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MERYL TISCHLER | ||||||
| LIFE MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GERRY TUMARKIN | ||||||
| LIFE MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LINDA TUMARKIN | ||||||
| LIFE MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KATHRYN UNGER | ||||||
| CHAIR OF THE | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| THOMAS WARNE | ||||||
| VICE CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ELIZABETH WEINER SCHULMAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DIANE WEINTRAUB | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RONALD WEINTRAUB | ||||||
| LIFE MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JIM WEZELMAN | ||||||
| TREASURER/SE | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| RICHARD WHITE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHARLES WHITEHILL | ||||||
| LIFE MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES WHITEHILL | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RUTH ZALES | ||||||
| LIFE MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BARRY COREY | ||||||
| LEGAL COUNSE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STUART MELLAN | ||||||
| PRESIDENT/CE | 40.00 | $216,995 | $0 | $39,725 | Yes (X) | |
| AMY RAMM-MERKEL | ||||||
| CFO | 40.00 | $87,558 | $0 | $12,079 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $304,553 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $51,804 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Fundraising | $99,132 | FundraisingAmt |
| Government Grants | $1,832,982 | GovernmentGrantsAmt |
| All Other Contributions | $2,531,561 | AllOtherContributionsAmt |
| Noncash Contributions | $409,543 | NoncashContributionsAmt |
| Total Contributions | $4,463,675 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| ADVERTISING INCOME | 511120 | $347,576 | $347,576 | |
| AFFINITY AND CRC PROGRAMMING | 900099 | $36,121 | $36,121 | |
| COMMUNITY EVENTS AND MEETINGS | 900099 | $31,001 | $31,001 | |
| EDUCATION REVENUE | 900099 | $26,105 | $26,105 | |
| OUTREACH | 900099 | $8,647 | $8,647 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $449,450 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,564 | TotalRevenueColumnAmt |
| Exclusion | $6,564 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $32,224 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $99,132 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $85,513 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$53,289 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Total Revenue Column | $1,202 | TotalRevenueColumnAmt |
| Exclusion | $1,202 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,202 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,867,602 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $101,874 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $347,576 | UnrelatedBusinessRevenueAmt |
| Exclusion | $7,766 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,539,822 | TotalAmt |
| Program Services | $2,539,822 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,672 | TotalAmt |
| Program Services | $12,672 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $356,358 | TotalAmt |
| Program Services | $68,282 | ProgramServicesAmt |
| Management And General | $213,815 | ManagementAndGeneralAmt |
| Fundraising | $74,261 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $975,033 | TotalAmt |
| Program Services | $660,937 | ProgramServicesAmt |
| Management And General | $139,100 | ManagementAndGeneralAmt |
| Fundraising | $174,996 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,964 | TotalAmt |
| Program Services | $27,347 | ProgramServicesAmt |
| Management And General | $10,003 | ManagementAndGeneralAmt |
| Fundraising | $10,614 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $113,916 | TotalAmt |
| Program Services | $71,630 | ProgramServicesAmt |
| Management And General | $19,896 | ManagementAndGeneralAmt |
| Fundraising | $22,390 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,824 | TotalAmt |
| Program Services | $51,614 | ProgramServicesAmt |
| Management And General | $20,892 | ManagementAndGeneralAmt |
| Fundraising | $16,318 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $322 | TotalAmt |
| Management And General | $322 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,046 | TotalAmt |
| Program Services | $1,079 | ProgramServicesAmt |
| Management And General | $23,967 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,333 | TotalAmt |
| Program Services | $106,287 | ProgramServicesAmt |
| Management And General | $12,034 | ManagementAndGeneralAmt |
| Fundraising | $14,012 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,524 | TotalAmt |
| Program Services | $18,303 | ProgramServicesAmt |
| Management And General | $1,347 | ManagementAndGeneralAmt |
| Fundraising | $35,874 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $129,205 | TotalAmt |
| Program Services | $88,821 | ProgramServicesAmt |
| Management And General | $9,688 | ManagementAndGeneralAmt |
| Fundraising | $30,696 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $114,419 | TotalAmt |
| Program Services | $81,574 | ProgramServicesAmt |
| Management And General | $22,865 | ManagementAndGeneralAmt |
| Fundraising | $9,980 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,958 | TotalAmt |
| Program Services | $9,693 | ProgramServicesAmt |
| Management And General | $12,103 | ManagementAndGeneralAmt |
| Fundraising | $162 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,282 | TotalAmt |
| Program Services | $65,141 | ProgramServicesAmt |
| Management And General | $25,444 | ManagementAndGeneralAmt |
| Fundraising | $5,697 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,976 | TotalAmt |
| Management And General | $30,976 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,319 | TotalAmt |
| Program Services | $8,416 | ProgramServicesAmt |
| Management And General | $13,903 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| EDUCATION/OUTREACH | $101,796 | $101,796 | ||
| AFFINITY CRC | $59,728 | $59,728 | ||
| MISCELLANEOUS | $28,981 | $8,759 | $18,663 | $1,559 |
| OUTREACH | $28,477 | $28,477 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,387 | TotalAmt |
| Program Services | $20,694 | ProgramServicesAmt |
| Management And General | $693 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,003,342 | TotalAmt |
| Program Services | $4,031,072 | ProgramServicesAmt |
| Management And General | $575,711 | ManagementAndGeneralAmt |
| Fundraising | $396,559 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,896,326 | BOYAmt |
| EOY | $1,395,954 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,441,854 | BOYAmt |
| EOY | $1,358,638 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,108,619 | BOYAmt |
| EOY | $2,825,633 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,490 | BOYAmt |
| EOY | $102,052 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $240,000 | BOYAmt |
| EOY | $168,000 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,489 | BOYAmt |
| EOY | $82,617 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,326,301 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,161,411 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,174,313 | BOYAmt |
| EOY | $1,164,890 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,502,115 | BOYAmt |
| EOY | $9,671,557 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,520,206 | BOYAmt |
| EOY | $16,769,341 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $297,991 | BOYAmt |
| EOY | $250,294 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $202,156 | BOYAmt |
| EOY | $191,036 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,507 | BOYAmt |
| EOY | $39,515 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,213 | BOYAmt |
| EOY | $3,607 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $537,867 | BOYAmt |
| EOY | $484,452 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,480,833 | BOYAmt |
| EOY | $9,416,823 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,351,152 | BOYAmt |
| EOY | $6,717,712 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $150,354 | BOYAmt |
| EOY | $150,354 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,982,339 | BOYAmt |
| EOY | $16,284,889 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,520,206 | BOYAmt |
| EOY | $16,769,341 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$135,740 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $438,290 | 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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 | $4,156,839 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,763,630 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,627,643 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,920,367 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,463,675 | CurrentTaxYearAmt |
| Total | $19,932,154 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,156,839 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,763,630 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,627,643 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,920,367 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,463,675 | CurrentTaxYearAmt |
| Total | $19,932,154 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,491,392 | SubstantialContributorsTotAmt |
| Public Support Total170 | $18,440,762 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $992,469 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $21,385 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,650 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,581 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,564 | CurrentTaxYearAmt |
| Total | $1,035,649 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $3,040 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,213 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,202 | CurrentTaxYearAmt |
| Total | $5,455 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $20,973,258 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,849,208 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.87930 | PublicSupportCY170Pct |
| Public Support PY170 | 0.88480 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINE 10 | FormAndLineReferenceDesc |
| Explanation | MISCELLANEOUS INCOME 5,455 | ExplanationTxt |
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 | $7,348,160 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $334,114 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $246,503 | OtherExpendituresAmt |
| End Year Balance | $7,435,771 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,668,366 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $947,546 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $267,752 | OtherExpendituresAmt |
| End Year Balance | $7,348,160 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,069,152 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $724,248 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $125,034 | OtherExpendituresAmt |
| End Year Balance | $6,668,366 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,367,092 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$4,970 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $292,970 | OtherExpendituresAmt |
| End Year Balance | $6,069,152 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,525,108 | BeginningYearBalanceAmt |
| Contributions | $137,865 | ContributionsAmt |
| Investment Earnings Or Losses | $704,119 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $6,367,092 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.97980 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.02020 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (true) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (true) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,025,738 | OtherCostOrOtherBasisAmt |
| Book Value | $1,025,738 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,065,759 | OtherCostOrOtherBasisAmt |
| Depreciation | $991,382 | DepreciationAmt |
| Book Value | $74,377 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $197,032 | OtherCostOrOtherBasisAmt |
| Depreciation | $169,464 | DepreciationAmt |
| Book Value | $27,568 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $37,772 | OtherCostOrOtherBasisAmt |
| Depreciation | $565 | DepreciationAmt |
| Book Value | $37,207 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,164,890 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| POOLED INVESTMENT FUNDS | $9,557,343 | F |
| CSV LIFE INSURANCE | $114,214 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $9,671,557 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $5,370,582 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | $502,980 | OtherRevenueAmt |
| Revenue Not Reported | $502,980 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,867,602 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $4,867,602 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,068,032 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $64,690 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $64,690 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,003,342 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $5,003,342 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 2, PART V, LINE 4 | ENDOWMENT FUNDS ARE USED FOR DONOR RESTRICTED AND FOR BOARD DESIGNATED PURPOSES. |
| SCHEDULE D, PAGE 3, PART X | THE FEDERATION'S POLICY IS TO DISCLOSE OR RECOGNIZE INCOME TAX POSITIONS BASED ON MANAGEMENT'S ESTIMATE OF WHETHER IT IS REASONABLY POSSIBLE OR PROBABLE, RESPECTIVELY, THAT A LIABILITY HAS BEEN INCURRED FOR UNRECOGNIZED INCOME TAX POSITIONS. |
| SCHEDULE D, PAGE 4, PART XI, LINE 2D | CHANGE IN BENEFICIAL INTEREST 438,290 AMOUNTS RAISED ON BEHALF OF OTHERS -20,823 SPECIAL EVENTS EXPENSE 85,513 |
| SCHEDULE D, PAGE 4, PART XII, LINE 2D | SPECIAL EVENTS EXPENSE 85,513 AMOUNTS RAISED ON BEHALF OF OTHERS -20,823 |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | BIRTHRIGHT ISRA | Event1Nm |
| Gross Receipts Event1 | $44,660 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $44,660 | CharitableContriEvent1Amt |
| Other Direct Expenses Event1 | $2,028 | OtherDirectExpensesEvent1Amt |
| Event2 | MEN'S NIGHT OUT | Event2Nm |
| Gross Receipts Event2 | $18,006 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $12,856 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $5,150 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $14,798 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 5 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $66,584 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $41,616 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $24,968 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $55,774 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $129,250 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $99,132 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $30,118 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $72,600 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $72,600 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$42,482 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (17 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN JEWISH JOINT DISTRIBUTION | |||||||||
| COMMITTEE | 711 THIRD AVE 10TH FLOOR | NEW YORK | NY | 10017 | 131656634 | 501C3 | $35,000 | SUPPORT OF MISSION | |
| BBYOPASSPORT TO THE WORLD | |||||||||
| 12701 N SCOTTSDALE RD SUITE 203 | SCOTTSDALE | AZ | 85254 | 311794932 | 501C3 | $7,500 | SUPPORT OF MISSION | ||
| CONGREGATION OR CHADASH | |||||||||
| 3939 N ALVERNON WAY | TUCSON | AZ | 85718 | 860836569 | $8,286 | SUPPORT OF MISSION | |||
| HANDMAKER JEWISH SERVICES | |||||||||
| 2221 N ROSEMONT BLVD | TUCSON | AZ | 85718 | 860626077 | 501C3 | $110,874 | SUPPORT OF MISSION | ||
| HILLEL FOUNDATION | |||||||||
| 1245 E 2ND STREET | TUCSON | AZ | 85719 | 866053800 | 501C3 | $101,569 | SUPPORT OF MISSION | ||
| HOMER DAVIS PROJECT | |||||||||
| 4250 N ROMERO RD | TUCSON | AZ | 85705 | 866003684 | $12,255 | SUPPORT OF MISSION | |||
| JEWISH AGENCY FOR ISRAEL | |||||||||
| 633 THIRD AVE 21ST FLOOR | NEW YORK | NY | 10017 | 500500046 | 501C3 | $163,798 | SUPPORT OF ISRAEL | ||
| JEWISH COMMUNITY FOUNDATION | |||||||||
| 3567 E SUNRISE DR STE 143 | TUCSON | AZ | 85718 | 860718936 | $92,370 | SUPPORT OF MISSION | |||
| JEWISH FAMILY AND CHILDREN SERVICES | |||||||||
| 4301 E 5TH ST | TUCSON | AZ | 85711 | 860623896 | 501C3 | $408,395 | SUPPORT OF MISSION | ||
| JEWISH FEDERATIONS OF NORTH AMERICA | |||||||||
| 25 BROADWAY SUITE 1700 | NEW YORK | NY | 100041010 | 131624240 | 501C3 | $761,187 | SUPPORT OF MISSION | ||
| JEWISH HISTORY MUSEUM | |||||||||
| PO BOX 889 | TUCSON | AZ | 85702 | 860762311 | 501C3 | $11,500 | SUPPORT OF MISSION | ||
| TEMPLE BETH-EL OF NORTHBROOK | |||||||||
| 3610 DUNDEE RD | NORTHBROOK | IL | 60062 | 362261619 | $5,925 | SUPPORT OF MISSION | |||
| TEMPLE EMANU-EL | |||||||||
| 225 N COUNTRY CLUB | TUCSON | AZ | 85716 | 860117389 | $57,294 | SUPPORT OF MISSION | |||
| THE BIRTHRIGHT ISRAEL FOUNDATION | |||||||||
| 33 EAST 33 STREET 7TH FLOOR | NEW YORK | NY | 10016 | 134092050 | 501C3 | $44,225 | SUPPORT OF MISSION | ||
| TUCSON HEBREW ACADEMY | |||||||||
| 3888 E RIVER RD | TUCSON | AZ | 85718 | 860274412 | 501C3 | $371,275 | SUPPORT OF MISSON | ||
| TUCSON JEWISH COMMUNITY CENTER | |||||||||
| 3800 E RIVER RD | TUCSON | AZ | 85718 | 860183578 | 501C3 | $294,688 | SUPPORT OF MISSION | ||
| UNIVERSITY OF ARIZONA FOUNDATION | |||||||||
| 1111 N CHERRY AVE | TUCSON | AZ | 85721 | 866050388 | $6,500 | SUPPORT OF MISSION | PO BOX 210109 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 23 | Total501c3OrgCnt |
| Total Other Org | 19 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS AND AWARDS | GrantTypeTxt |
| Recipient | 27 | RecipientCnt |
| Cash Grant | $12,672 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE I, PAGE 1, PART I, LINE 2 | MOST GRANTS ARE FUNDED THROUGH A REIMBURSEMENT BASIS, AND BILLINGS MUST INCLUDE DESCRIPTIONS OF PURCHASES, AMOUNTS SPENT AND DATE OF PAYMENTS. ALL REIMBURSEMENT REQUESTS ARE APPROVED BY THE GRANTS' COMMITTEE APPROPRIATE STAFF PERSON, WHO ALSO IS INVOLVED WITH THE GRANT APPLICATION PROCESS. IN ADDITION, DURING 2014, THE PLANNING AND ALLOCATIONS PROCESS BEGAN TO MORPH INTO A NEW AND IMPROVED PLANNING AND ALLOCATIONS COMMITTEE. THE AGENCY REVIEW AND FINANCIAL MONITORING PROCESS HAS BEEN STEPPED UP, AND THE GATHERED INFORMATION WILL BE CONSIDERED WHEN THE COMMITTEE FINALIZES ALLOCATIONS AND GRANTS. |
| SCHEDULE I, PAGE 4, PART IV | JEWISH FEDERATION OF SOUTHERN ARIZONA REPORTS GRANTS ON SCHEDULE I TO THE JEWISH FEDERATIONS OF NORTH AMERICA (JFNA), WHICH IS A 501(C)(3) CHARITY. IN ADDITION, JFNA, AND ITS BENEFICIARY AGENCIES, UNITED ISRAEL APPEAL (UIA),A SUBSIDIARY OF JFNA, AND THE AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE (JDC), BOTH 501(C)(3) ORGANIZATIONS, EACH FILE A SEPARATE FORM 990 AND A DETAILED SCHEDULE F. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Discretionary Spending Acct | Yes (X) | DiscretionarySpendingAcctInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | false | 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 | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | 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 |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STUART MELLAN | PersonNm |
| Title | PRESIDENT/CEO | TitleTxt |
| Base Compensation Filing Org | $216,995 | BaseCompensationFilingOrgAmt |
| Deferred Compensation Flng Org | $20,136 | DeferredCompensationFlngOrgAmt |
| Nontaxable Benefits Filing Org | $19,589 | NontaxableBenefitsFilingOrgAmt |
| Total Compensation Filing Org | $256,720 | TotalCompensationFilingOrgAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE J, PAGE 1, PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | THE ITEMS PROVIDED TO THE PRESIDENT/CEO ARE PROVIDED PER HIS EMPLOYMENT CONTRACT AND ARE CONSIDERED WHEN DETERMINING REASONABLENESS OF COMPENSATION. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 23 | ContributionCnt |
| Noncash Contributions Rpt F990 | $409,543 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE M, PAGE 2, PART II | FormAndLineReferenceDesc |
| Explanation | THE FEDERATION RECEIVED 23 CONTRIBUTIONS OF SECURITIES. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | GUIDED BY THE JEWISH VALUES OF TZEDAKAH (RIGHTEOUS GIVING), CHESED (LOVING KINDNESS), AND TIKKUN OLAM (REPAIRING OF THE WORLD), WE BRING THE JEWISH COMMUNITY TOGETHER TO HELP THOSE IN NEED TO STRENGTHEN AND PRESERVE THE JEWISH PEOPLE AT HOME AND AROUND THE WORLD. THE FEDERATION SERVES AS THE FUNDRAISING, ADMINISTRATIVE AND PLANNING ORGANIZATION FOR VARIOUS RELATED SOCIAL SERVICE AND EDUCATIONAL AGENCIES SERVING THE TUCSON COMMUNITY, WITH SPECIAL EMPHASIS ON THE JEWISH COMMUNITY. THE FEDERATION ALSO INCLUDES THE OPERATIONS OF THE ARIZONA JEWISH POST (POST) WHICH PUBLISHES A COMMUNITY- WIDE NEWSPAPER REPORTING ON AND DIRECTED TOWARD THE TUCSON JEWISH COMMUNITY. |
| FORM 990 | THE PURPOSE OF MOST OF THE GRANTS GIVEN TO THE JEWISH COMMUNITY FOUNDATION, INCLUDED ON SCHEDULE I, WAS TO PROVIDE GRANTS TO THE FOLLOWING AGENCIES: HANDMAKER JEWISH SERVICES 29,050; INTERFAITH COMMUNITY SERVICES 12,500; JEWISH FAMILY & CHILDREN SERVICES 7,964; HILLEL FOUNDATION 18,000 AND OTHER CHARITIES 5,000. |
| FORM 990, PAGE 2, PART III, LINE 4A | - THE ANNUAL COMMUNITY CAMPAIGN IS THE LIFELINE OF OUR JEWISH COMMUNITY. FUNDS RAISED ARE DISTRIBUTED TO LOCAL BENEFICIARY AGENCIES, AS WELL AS TO UNITED JEWISH COMMUNITIES, WHICH COORDINATES LIFESAVING HUMANITARIAN EFFORTS FOR JEWS AND NON-JEWS IN ISRAEL AND 60 COUNTRIES AROUND THE WORLD. SIGNATURE PROGRAMS INCLUDE MAIMONIDES, REAP, AND LEADERSHIP DEVELOPMENT. - THE COALITION FOR JEWISH EDUCATION (CJE) OFFERS JEWISH EDUCATION FOR PEOPLE OF ALL AGES AND ALL LEVELS OF JUDAIC KNOWLEDGE. SIGNATURE PROGRAMS INCLUDE HEBREW HIGH, PJ LIBRARY, B'NAI TZEDEK YOUTH PHILANTHROPY, AND RELIGIOUS SCHOOL SPECIAL NEEDS EDUCATION. - THE ARIZONA JEWISH POST, AZJEWISHPOST.COM, JFSA.ORG, JEWISH TUCSON NEWSFLASH AND JEWISH TUCSON.ORG ARE THE PRIMARY COMMUNICATIONS VEHICLES FOR THE LOCAL JEWISH COMMUNITY. - THE OUTREACH CONNECTION, WHICH MAKES SURE THAT INDIVIDUALS WHO ARE NEWCOMERS OR NEWLY INVOLVED ARE WELCOMED AND INVOLVED. SINCE 2012, AN ADDITIONAL FEDERATION OFFICE DIRECTED TOWARD OUTREACH OPERATED ON TUCSON'S NORTHWEST SIDE. - THE JEWISH COMMUNITY RELATIONS COUNCIL (JCRC) IS THE PUBLIC AFFAIRS AND SOCIAL ACTION ARM OF THE FEDERATION. GUIDED BY DEMOCRATIC IDEALS AND JEWISH VALUES, THE JCRC PROVIDES A FORUM FOR THE JEWISH COMMUNITY TO RESPOND TO ISSUES OF CONCERN THROUGH EDUCATION, ADVOCACY, AND CIVIC ACTIVITY. SIGNATURE PROGRAMS ARE HOMER DAVIS, HOLOCAUST EDUCATION, AND JEWISH-LATINO TEEN COALITION. - WOMEN'S PHILANTHROPY PARTICIPANTS PLAY A MAJOR ROLE IN ENHANCING AND IMPLEMENTING FEDERATION PROJECTS. OPPORTUNITIES FOR EDUCATION, PERSONAL ENRICHMENT, COMMUNITY OUTREACH, AND LEADERSHIP DEVELOPMENT CAN ALL BE FOUND WITHIN WOMEN'S PHILANTHROPY. SPECIAL PROGRAMS INCLUDE CONNECTIONS, LION OF JUDAH, AND YOUNG WOMEN'S CABINET. MAJOR RECIPIENTS OF FEDERATION FUNDING ARE: - THE JEWISH FEDERATIONS OF NORTH AMERICA - THE TUCSON JEWISH COMMUNITY CENTER - HANDMAKER JEWISH SERVICES FOR THE AGING - TUCSON HEBREW ACADEMY - JEWISH FAMILY AND CHILDREN'S SERVICES - U OF A HILLEL FOUNDATION - JEWISH HISTORY MUSEUM/HOLOCAUST HISTORY CENTER |
| FORM 990, PAGE 6, PART VI, LINE 2 | BALLARD-PAT DIRECTOR SIBLING TO JANE KIVEL BELKIN-RICHARD LIFE MEMBER MARRIED TO SHERRY BELKIN BEYER-BRUCE LIFE MEMBER MARRIED TO DONNA BEYER BROOKS-AUDREY DIRECTOR SIBLING TO DONNA MOSER GLAZE-LESLIE DIRECTOR SIBLING TO SHELLY SILVERMAN KARSCH-CAROL LIFE MEMBER MARRIED TO DR. DANIEL KARSCH KATZ-FRAN LIFE MEMBER MARRIED TO JEFF KATZ LIGHTMAN-STEVEN LIFE MEMBER NEPHEW TO PAUL BAKER SILVYN-KERI DIRECTOR IN-LAW TO CHARLES WHITEHILL STERN-ALVIN LIFE MEMBER MARRIED TO CAROL STERN TUMARKIN-GERRY LIFE MEMBER MARRIED TO LINDA TUMARKIN WEINTRAUB-DIANE DIRECTOR MARRIED TO RONALD WEINTRAUB WHITEHILL-CHARLES LIFE MEMBER PARENT OF JAMES WHITEHILL WHITEHILL-JAMES DIRECTOR IN-LAW TO KERI SILVYN BEYER-AMY DIRECTOR DAUGHTER OF BRUCE BEYER FRIEDMAN-BARRY DIRECTOR MARRIED TO MADELINE FRIEDMAN POZEZ-BEN DIRECTOR NEPHEW TO DON BAKER BAKER-DON DIRECTOR EX-IN-LAW TO MITCH POZEZ POZEZ-BEN DIRECTOR SON TO MITCH POZEZ |
| FORM 990, PAGE 6, PART VI, LINE 4 | THE ARTICLES OF INCORPORATION WERE AMENDED DURING THE TAX YEAR. |
| FORM 990, PAGE 6, PART VI, LINE 11B | FIRST THE CFO REVIEWS THE TAX RETURN DRAFT WITH THE PAID PREPARER. THE DRAFT IS REVIEWED WITH THE PRESIDENT/CEO. NEXT, THE DRAFT IS SENT VIA EMAIL TO THE FEDERATION BOARD. THE TAX RETURN WILL BE PRESENTED AND ADOPTED BY THE BOARD BEFORE IT IS SIGNED AND SUBMITTED. |
| FORM 990, PAGE 6, PART VI, LINE 12C | ALL BOARD MEMBERS ARE ANNUALLY REQUESTED TO COMPLETE A QUESTIONNAIRE AND DISCLOSE ANY CONFLICTS. |
| FORM 990, PAGE 6, PART VI, LINE 15A | PRESIDENT/CEO'S EMPLOYMENT IS PER WRITTEN CONTRACT. HOWEVER, HIS COMPENSATION PACKAGE IS REVIEWED ANNUALLY BY THE PERSONNEL COMMITTEE UTILIZING A COMPENSATION SURVEY AND FORM 990 OF OTHER ORGANIZATIONS AND THEN THE PERSONNEL CHAIR REPORTS THIS PROCESS TO THE BOARD DURING HIS BUDGET REPORT. |
| FORM 990, PAGE 6, PART VI, LINE 15B | DURING THE PERSONNEL COMMITTEE'S FALL MEETING, THE CFO BRINGS A SURVEY INCLUDING DATA COLLECTED FROM JFNA, PLUS OTHER SIMILAR NONPROFIT AGENCIES. COMPARISONS FOR CEO, CFO, AND OTHERS ARE REVIEWED. THE PERSONNEL COMMITTEE REVIEWS AND SIGNS OFF AND THE PROCESS IS RECORDED IN THE MINUTES. THE COMMITTEE CHAIR MAKES MENTION OF THIS PROCESS DURING THE BUDGET PRESENTATION TO THE FINANCE AND BUDGET COMMITTEE. THE OVERALL PACKAGE IS APPROVED AS PART OF THE PERSONNEL BUDGET BY THE BOARD. |
| FORM 990, PAGE 6, PART VI, LINE 19 | COPIES OF THE 990, AUDITED FINANCIAL STATEMENTS AND POLICIES ARE AVAILABLE UPON REQUEST FROM THE OFFICE OF THE FEDERATION. COPIES OF THE 990 AND AUDITED FINANCIAL STATEMENTS ARE ALSO PUBLISHED ON THE WEBSITE. |
| FORM 990, PART XI | LINE 12, CHANGE IN BENEFICIAL INTEREST 438,290 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWISH COMMUNITY FNDN OF SO AZ | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3567 E SUNRISE DR SUITE 143 | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85718 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 860718936 | EIN |
| Primary Activities | CHARITABLE | PrimaryActivitiesTxt |
| Legal Domicile State | AZ | LegalDomicileStateCd |
| Exempt Code Section | 501C3 | ExemptCodeSectionTxt |
| Public Charity Status | 7 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | Yes (true) | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWISH COMMUNITY FNDN OF SO AZ | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $808,261 | InvolvedAmt |
| Method Of Amount Determination | FAIR MARKET VALUE | MethodOfAmountDeterminationTxt |
Comments