2015-11-06T10:38:33-06:00 2014-12-31 364538293 LUDWIG KLEWER & CO PLLC 4783 E CAMP LOWELL DR TUCSON AZ 85712 990 2014-01-01 860096795 JEWISH FEDERATION OF SOUTHERN ARIZONA JEWI 5205779393 3822 E RIVER ROAD 100 TUCSON AZ 85718 STUART MELLAN PRESIDENT AND CEO 5205779393 2015-11-04 JULIE S KLEWER CPA P00343046 5205450500 2015-11-04 2014 2016-04-25 22:37:26Z KATHRYN UNGER 3822 E RIVER ROAD 100 TUCSON AZ 85718 4953115 false X JFSA.ORG X 1947 AZ 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. 104 104 48 500 347576 -67040 3920367 4463675 602430 449450 5358 6564 -29258 -52087 4498897 4867602 2355770 2552494 0 1526554 1582095 0 396559 1013162 868753 4895486 5003342 -396589 -135740 16520206 16769341 537867 484452 15982339 16284889 X 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. false false 4031072 2552494 101874 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 4031072 true true false false false false false false false true true true false false false true false true false false false false false false true false false true true true false false false false false false false false true true false false false true false false false true 21 0 true 48 true true true false false false false true true false false false false X 104 104 true false true false false false false true true false false true true true true true true true true false AZ X X X AMY MERKEL 5205779393 3822 E RIVER ROAD 100 TUCSON AZ 85718 STEPHANIE AARON VIRTUE OF PO 1.00 X 0 0 0 BRUCE ASH LIFE MEMBER 1.00 X 0 0 0 MARCIA ABELSON VIRTUE OF PO 1.00 X 0 0 0 JEFF ARTZI DIRECTOR 1.00 X 0 0 0 DON BAKER DIRECTOR 1.00 X 0 0 0 PAUL BAKER LIFE MEMBER 1.00 X 0 0 0 PAT BALLARD DIRECTOR 1.00 X 0 0 0 ELIOT BARRON DIRECTOR 1.00 X 0 0 0 MYLES BECK DIRECTOR 1.00 X 0 0 0 RICHARD BELKIN LIFE MEMBER 1.00 X 0 0 0 SHERRY BELKIN DIRECTOR 1.00 X 0 0 0 AMY BEYER DIRECTOR 1.00 X 0 0 0 BRUCE BEYER LIFE MEMBER 1.00 X 0 0 0 DONNA BEYER LIFE MEMBER 1.00 X 0 0 0 NED BLOOMFIELD LIFE MEMBER 1.00 X 0 0 0 PHIL BREGMAN DIRECTOR 1.00 X 0 0 0 AUDREY BROOKS VIRTUE OF PO 1.00 X 0 0 0 STEVEN CAINE DIRECTOR 1.00 X 0 0 0 ESTHER CAPIN LIFE MEMBER 1.00 X 0 0 0 JACK COLE LIFE MEMBER 1.00 X 0 0 0 DONALD DIAMOND LIFE MEMBER 1.00 X 0 0 0 ROSIE EILAT-KAHN DIRECTOR 1.00 X 0 0 0 MARILYN EINSTEIN DIRECTOR 1.00 X 0 0 0 DEANNA EVENCHIK DIRECTOR 1.00 X 0 0 0 FERN FEDER DIRECTOR 1.00 X 0 0 0 JULIE FELDMAN DIRECTOR 2.00 X 0 0 0 RICHARD FINK LIFE MEMBER 1.00 X 0 0 0 ELLEN FREEMAN DIRECTOR 1.00 X 0 0 0 BARRY FRIEDMAN VIRTUE OF PO 1.00 X 0 0 0 MADELINE FRIEDMAN DIRECTOR 1.00 X 0 0 0 CHUCK GANNON DIRECTOR 1.00 X 0 0 0 DANNY GASCH DIRECTOR 1.00 X 0 0 0 LARRY GELLMAN DIRECTOR 1.00 X 0 0 0 LESELIE GLAZE DIRECTOR 1.00 X 0 0 0 ELSA GOLDBERG DIRECTOR 1.00 X 0 0 0 MELISSA GOLDFINGER DIRECTOR 1.00 X 0 0 0 ESTA GOLDSTEIN DIRECTOR 1.00 X 0 0 0 ANGIE GOORMAN DIRECTOR 1.00 X 0 0 0 HAROLD GREENBERG LIFE MEMBER 1.00 X 0 0 0 BILL HOLMES DIRECTOR 1.00 X 0 0 0 NINA ISAAC DIRECTOR 1.00 X 0 0 0 JOHN JUDIN DIRECTOR 1.00 X 0 0 0 ELIZABETH KANTER GROSKIND DIRECTOR 1.00 X 0 0 0 CAROL KARSCH LIFE MEMBER 1.00 X 0 0 0 DANIEL KARSCH LIFE MEMBER 1.00 X 0 0 0 FRAN KATZ LIFE MEMBER 1.00 X 0 0 0 JEFF KATZ PAST CHAIR/L 1.00 X 0 0 0 KAREN KATZ LIFE MEMBER 1.00 X 0 0 0 GARY KIPPUR DIRECTOR 1.00 X 0 0 0 JANE KIVEL VIRTUE OF PO 1.00 X 0 0 0 SHARON KLEIN DIRECTOR 1.00 X 0 0 0 RONALD KOLKER LIFE MEMBER 1.00 X 0 0 0 LARRY LEIKEN DIRECTOR 1.00 X 0 0 0 CAROLE LEVI LIFE MEMBER 1.00 X 0 0 0 HELAINE LEVY DIRECTOR 1.00 X 0 0 0 STEVEN LIGHTMAN LIFE MEMBER 1.00 X 0 0 0 JENNIFER MILLER GRANT LIFE MEMBER 1.00 X 0 0 0 HELENE MITTLEMAN VIRTUE OF PO 1.00 X 0 0 0 ARIELLA MOLLEN DIRECTOR 1.00 X 0 0 0 DONNA MOSER VIRTUE OF PO 1.00 X 0 0 0 ESSIE NADLER LIFE MEMBER 1.00 X 0 0 0 JERRY NATHANSON DIRECTOR 1.00 X 0 0 0 DANA NARTER DIRECTOR 1.00 X 0 0 0 JERRY NEUMAN DIRECTOR 1.00 X 0 0 0 CAREN NEWMAN DIRECTOR 1.00 X 0 0 0 TERRY PERL VIRTUE OF PO 1.00 X 0 0 0 DAVID PLOTKIN DIRECTOR 1.00 X 0 0 0 BEN POZEZ DIRECTOR 1.00 X 0 0 0 MITCH POZEZ DIRECTOR 1.00 X 0 0 0 BOBBY PRESENT LIFE MEMBER 1.00 X 0 0 0 JILL RICH DIRECTOR 1.00 X 0 0 0 STEPHEN RODGVELLER DIRECTOR 1.00 X 0 0 0 LOWELL ROTHSCHILD DIRECTOR 1.00 X 0 0 0 RACHAEL RIVERA DIRECTOR 1.00 X 0 0 0 LYNDA ROGOFF LIFE MEMBER 1.00 X 0 0 0 THOMAS SAYLER-BROWN DIRECTOR 1.00 X 0 0 0 IRENE SARVER LIFE MEMBER 1.00 X 0 0 0 S LEONARD SCHEFF LIFE MEMBER 1.00 X 0 0 0 ERIC SCHINDLER DIRECTOR 1.00 X 0 0 0 HOWARD SCHWARTZ DIRECTOR 1.00 X 0 0 0 LEX SEARS LIFE MEMBER 1.00 X 0 0 0 JANET SELTZER LIFE MEMBER 1.00 X 0 0 0 ANDY SHATKEN DIRECTOR 1.00 X 0 0 0 STUART SHATKEN VIRTUE OF PO X 0 0 0 ESTHER SHERBERG LIFE 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347576 347576 AFFINITY AND CRC PROGRAMMING 900099 36121 36121 COMMUNITY EVENTS AND MEETINGS 900099 31001 31001 EDUCATION REVENUE 900099 26105 26105 OUTREACH 900099 8647 8647 449450 6564 6564 32224 99132 85513 -53289 MISCELLANEOUS INCOME 1202 1202 1202 4867602 101874 347576 7766 2539822 2539822 12672 12672 356358 68282 213815 74261 975033 660937 139100 174996 47964 27347 10003 10614 113916 71630 19896 22390 88824 51614 20892 16318 322 322 25046 1079 23967 132333 106287 12034 14012 55524 18303 1347 35874 129205 88821 9688 30696 114419 81574 22865 9980 21958 9693 12103 162 96282 65141 25444 5697 30976 30976 22319 8416 13903 EDUCATION/OUTREACH 101796 101796 AFFINITY CRC 59728 59728 MISCELLANEOUS 28981 8759 18663 1559 OUTREACH 28477 28477 21387 20694 693 5003342 4031072 575711 396559 1896326 1395954 1441854 1358638 2108619 2825633 79490 102052 240000 168000 77489 82617 2326301 1161411 1174313 1164890 9502115 9671557 16520206 16769341 297991 250294 202156 191036 30507 39515 7213 3607 537867 484452 X 9480833 9416823 6351152 6717712 150354 150354 15982339 16284889 16520206 16769341 X -135740 438290 X false true X true false X 4156839 3763630 3627643 3920367 4463675 19932154 4156839 3763630 3627643 3920367 4463675 19932154 1491392 18440762 992469 21385 8650 6581 6564 1035649 3040 1213 1202 5455 20973258 2849208 0.87930 0.88480 X PART II, LINE 10 MISCELLANEOUS INCOME 5,455 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7348160 334114 246503 7435771 6668366 947546 267752 7348160 6069152 724248 125034 6668366 6367092 -4970 292970 6069152 5525108 137865 704119 6367092 0.97980 0.02020 false true true 1025738 1025738 1065759 991382 74377 197032 169464 27568 37772 565 37207 1164890 POOLED INVESTMENT FUNDS 9557343 F CSV LIFE INSURANCE 114214 F 9671557 X 5370582 502980 502980 4867602 4867602 5068032 64690 64690 5003342 5003342 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 BIRTHRIGHT ISRA 44660 44660 2028 MEN'S NIGHT OUT 18006 12856 5150 14798 5 66584 41616 24968 55774 129250 99132 30118 72600 72600 -42482 false AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE 711 THIRD AVE 10TH FLOOR NEW YORK NY 10017 131656634 501C3 35000 SUPPORT OF MISSION BBYOPASSPORT TO THE WORLD 12701 N SCOTTSDALE RD SUITE 203 SCOTTSDALE AZ 85254 311794932 501C3 7500 SUPPORT OF MISSION CONGREGATION OR CHADASH 3939 N ALVERNON WAY TUCSON AZ 85718 860836569 8286 SUPPORT OF MISSION HANDMAKER JEWISH SERVICES 2221 N ROSEMONT BLVD TUCSON AZ 85718 860626077 501C3 110874 SUPPORT OF MISSION HILLEL FOUNDATION 1245 E 2ND STREET TUCSON AZ 85719 866053800 501C3 101569 SUPPORT OF MISSION HOMER DAVIS PROJECT 4250 N ROMERO RD TUCSON AZ 85705 866003684 12255 SUPPORT OF MISSION JEWISH AGENCY FOR ISRAEL 633 THIRD AVE 21ST FLOOR NEW YORK NY 10017 500500046 501C3 163798 SUPPORT OF ISRAEL JEWISH COMMUNITY FOUNDATION 3567 E SUNRISE DR STE 143 TUCSON AZ 85718 860718936 92370 SUPPORT OF MISSION JEWISH FAMILY AND CHILDREN SERVICES 4301 E 5TH ST TUCSON AZ 85711 860623896 501C3 408395 SUPPORT OF MISSION JEWISH FEDERATIONS OF NORTH AMERICA 25 BROADWAY SUITE 1700 NEW YORK NY 100041010 131624240 501C3 761187 SUPPORT OF MISSION JEWISH HISTORY MUSEUM PO BOX 889 TUCSON AZ 85702 860762311 501C3 11500 SUPPORT OF MISSION TEMPLE BETH-EL OF NORTHBROOK 3610 DUNDEE RD NORTHBROOK IL 60062 362261619 5925 SUPPORT OF MISSION TEMPLE EMANU-EL 225 N COUNTRY CLUB TUCSON AZ 85716 860117389 57294 SUPPORT OF MISSION THE BIRTHRIGHT ISRAEL FOUNDATION 33 EAST 33 STREET 7TH FLOOR NEW YORK NY 10016 134092050 501C3 44225 SUPPORT OF MISSION TUCSON HEBREW ACADEMY 3888 E RIVER RD TUCSON AZ 85718 860274412 501C3 371275 SUPPORT OF MISSON TUCSON JEWISH COMMUNITY CENTER 3800 E RIVER RD TUCSON AZ 85718 860183578 501C3 294688 SUPPORT OF MISSION UNIVERSITY OF ARIZONA FOUNDATION 1111 N CHERRY AVE PO BOX 210109 TUCSON AZ 85721 866050388 6500 SUPPORT OF MISSION 23 19 SCHOLARSHIPS AND AWARDS 27 12672 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. X X true false X X X X X false false false false false false false false false STUART MELLAN PRESIDENT/CEO 216995 20136 19589 256720 SCHEDULE J, PAGE 1, PART I, LINE 1A THE ITEMS PROVIDED TO THE PRESIDENT/CEO ARE PROVIDED PER HIS EMPLOYMENT CONTRACT AND ARE CONSIDERED WHEN DETERMINING REASONABLENESS OF COMPENSATION. X 23 409543 FAIR MARKET VALUE false false false SCHEDULE M, PAGE 2, PART II THE FEDERATION RECEIVED 23 CONTRIBUTIONS OF SECURITIES. 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 JEWISH COMMUNITY FNDN OF SO AZ 3567 E SUNRISE DR SUITE 143 TUCSON AZ 85718 860718936 CHARITABLE AZ 501C3 7 NA false false false true false false true false false false false false false false false false false false false false JEWISH COMMUNITY FNDN OF SO AZ C 808261 FAIR MARKET VALUE