2014-04-10T16:22:27-05:00 2013-08-31 593651466 CROSS FERNANDEZ & RILEY LLP 201 S ORANGE AVE SUITE 800 ORLANDO FL 328013421 990 2012-09-01 590946923 THE JEWISH FEDERATION OF GREATER ORLANDO JEWI 4076455933 851 N MAITLAND AVENUE MAITLAND FL 327941508 OLGA YORISH 4076455933 2014-04-10 1 ANNE-MARIE BARRETT CPA P00546302 4078416930 2012 2015-11-30 17:44:51Z OLGA YORISH 851 N MAITLAND AVENUE MAITLAND FL 327941508 2051993 0 X WWW.JFGO.ORG X 1947 FL THE JEWISH FEDERATION IS THE PORTAL TO JEWISH LIFE IN CENTRAL FLORIDA. WE CONNECT MEMBERS OF OUR COMMUNITY BY SUPPORTING AND FUNDING OUTREACH, SOCIAL SERVICES AND SUPPORT FOR ISRAEL. WE PARTNER WITH WELL-ESTABLISHED AGENCIES IN THE JEWISH COMMUNITY, BUT WE'RE ALSO COMMITTED TO FUNDING NEW, INNOVATIVE INITIATIVES TO STRENGTHEN JEWISH LIFE IN CENTRAL FLORIDA. OUR MISSION IS TO NURTURE A UNIFIED JEWISH COMMUNITY THAT TRANSCENDS GENERATIONS AND NEIGHBORHOODS. OUR VISION IS TO ENGAGE JEWISH PEOPLE OF ALL AGES IN RELEVANT, MEANINGFUL WAYS THAT UNITE OUR COMMUNITY, ENHANCE JEWISH LIFE AND BUILD CULTURAL CONTINUITY FROM ONE GENERATION TO THE NEXT. 24 24 8 100 0 0 855176 925203 980379 986902 96509 83892 -17583 -37284 1914481 1958713 220084 107934 0 0 377431 406933 904 0 345792 2173159 2059839 2771578 2574706 -857097 -615993 18354054 17785197 6485387 6365986 11868667 11419211 X TO NURTURE A UNIFIED JEWISH COMMUNITY THAT TRANSCENDS GENERATIONS AND NEIGHBORHOODS. 0 0 209558 107934 30349 FUNDRAISING TO CONNECT MEMBERS OF OUR COMMUNITY BY SUPPORTING AND FUNDING OUTREACH AND SOCIAL SERVICES, BOTH LOCALLY AND IN ISRAEL. 52033 23877 BEIT HAMIDRASH - COMMUNITY HEBREW HIGH SCHOOL PROGRAM FOR TEENS IN GRADES 8 THROUGH 12 IS AN IMPORTANT INITIATIVE INSTILLING A LIFELONG LOVE OF JEWISH LEARNING. THIS INVALUABLE 24 WEEK PROGRAM PROVIDES JEWISH TEENS WITH A UNIQUE OPPORTUNITY TO LEARN THEIR HISTORY, TRADITIONS AND VALUES WHILE BUILDING FRIENDSHIPS WITH OTHER JEWISH TEENS AND STRENGTHENING THEIR JEWISH IDENTITY. 7379 2415 OR HADASH - AS THE ONLY GROUP IN CENTRAL FLORIDA THAT REACHES OUT TO OVER 2,000 YOUNG JEWISH PROFESSIONALS THROUGH SOCIAL, PHILANTHROPIC AND EDUCATIONAL ACTIVITIES, OR HADASH IS WHERE ORLANDO'S JEWISH 20'S AND 30'S COME TOGETHER SPIRITUALLY - AND SOCIALLY. MOST OF THE PARTICIPANTS ARE NEW TO ORLANDO OR ARE JUST GETTING RECONNECTED AFTER COLLEGE AND OR HADASH IS THEIR MAIN PORTAL INTO A CONNECTED AND VIBRANT JEWISH LIFE. 1271755 930261 PJ LIBRARY - THIS IS A JEWISH FAMILY ENGAGEMENT PROGRAM THAT MAILS FREE, HIGH-QUALITY JEWISH CHILDREN'S LITERATURE AND MUSIC TO FAMILIES WITHIN OUR COMMUNITY ON A MONTHLY BASIS. THE PROGRAM IS OPEN TO FAMILIES WITH CHILDREN AGES 6 MONTHS TO 6 YEARS. WE CURRENTLY SERVE 280 FAMILIES.FACILITY MANAGEMENT - THE FEDERATION OWNS AND MAINTAINS THE CAMPUS, WHICH IS RENTED TO OTHER JEWISH NONPROFIT ORGANIZATIONS. 1271755 930261 1540725 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 19 0 8 1 0 0 0 0 0 0 0 0 X 24 24 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 1 1 1 1 0 X X DAWN PHELPS 4076455933 851 N MAITLAND AVENUE MAITLAND FL 32751 MICHAEL SOLL 1.00 X X 0 0 0 RENE BRENT 1.00 X X 0 0 0 RYAN LEFKOWITZ 1.00 X X 0 0 0 JEANNIE LEAVITT 1.00 X X 0 0 0 SCOTT ABRAMSON 1.00 X 0 0 0 YEOSH BENDAYAN 1.00 X 0 0 0 JEFFREY BERGER 1.00 X 0 0 0 EDWARD BROMBERG 1.00 X 0 0 0 CAROL FEUERMAN 1.00 X 0 0 0 RHONDA FOREST 1.00 X 0 0 0 JACOB HARA 1.00 X 0 0 0 ALAN KRONENBERG 1.00 X 0 0 0 JODI KRINKER 1.00 X 0 0 0 BRIAN MARGOLIS 1.00 X 0 0 0 AVA MAXWELL 1.00 X 0 0 0 FAYE NOVICK 1.00 X 0 0 0 INA PORTH 1.00 X 0 0 0 MAXINE SILVERMAN ROSENTHAL 1.00 X 0 0 0 MARTIN SHERMAN 1.00 X 0 0 0 BARBARA WEINREICH 1.00 X 0 0 0 JEREMY UDELL 1.00 X 0 0 0 TOBY VANDERMARK 1.00 X 0 0 0 DAVID VARNAGY 1.00 X 0 0 0 EDWARD ZISSMAN 1.00 X 0 0 0 OLGA YORISH HIRED IN 2013 45.00 X 0 0 0 DAWN PHELPS 40.00 X 81250 0 0 HOPE KRAMER PART YEAR 2012 45.00 X 61940 0 4340 143190 0 4340 0 0 0 0 0 302315 622888 34659 925203 FACILITY RENTAL 532000 929771 929771 PROGRAM FEES 611710 33476 33476 TUITION REVENUE 611710 23655 23655 986902 107021 107021 23129 -23129 -23129 -23129 31367 302315 70151 -38784 -38784 MISCELLANEOUS INCOME 900099 1500 1500 1500 1958713 988402 0 45108 107934 107934 82083 41042 8208 32833 253018 91233 22645 139140 42725 15771 5037 21917 29107 11160 3001 14946 21939 21939 31210 1215 29995 78678 7713 59396 11569 32614 13638 15551 3425 5408 814 4594 27140 156 26828 156 1428 1428 14903 385 13828 690 9808 1601 4519 3688 3834 3834 646022 629871 16151 8137 8137 FACILITY MANAGEMENT 595560 595560 LOSS ON DEBT EXTINGUISH 320740 320740 BANK & T.O.P. FEES 112321 291 111322 708 PROGRAMS AND EVENTS 93590 17280 2221 74089 56507 5061 35348 16098 2574706 1540725 688189 345792 181961 307043 596495 657619 156344 229499 15889 5675 23544429 8507156 15608893 15037273 1590485 1473582 203987 74506 18354054 17785197 86804 43131 222811 58738 4070000 0 5718253 323053 323053 2005530 0 6485387 6365986 X 11823667 11370711 45000 48500 11868667 11419211 18354054 17785197 X -615993 42316 124221 X 0 1 X 1 0 X 2943153 2507492 1055386 855176 925203 8286410 2943153 2507492 1055386 855176 925203 8286410 1430499 6855911 58753 112643 113464 106349 107021 498230 5188 1707 116532 1126 1500 126053 8910693 4704911 0.76940 0.84850 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2825276 2825276 19690919 7804442 11886477 1028234 702714 325520 15037273 INVESTMENTS HELD BY TOP JEWISH FOUNDATION 799282 F ISRAEL BOND 1000 C INTEREST IN NET ASSETS OF TOP JEWISH FOUNDATION 673300 F 1473582 X 2148379 42316 124221 166537 1981842 -23129 -23129 1958713 2597835 23129 23129 2574706 0 2574706 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: THE FEDERATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND FROM STATE INCOME TAXES UNDER SIMILAR PROVISIONS OF THE FLORIDA INCOME TAX CODE. THE FEDERATION IDENTIFIES AND EVALUATES UNCERTAIN TAX POSITIONS, IF ANY, AND RECOGNIZES THE IMPACT OF UNCERTAIN TAX POSITIONS FOR WHICH THERE IS A LESS THAN MORE-LIKELY-THAN-NOT PROBABILITY OF THE POSITION BEING UPHELD WHEN REVIEWED BY THE RELEVANT TAXING AUTHORITY. SUCH POSITIONS ARE DEEMED TO BE UNRECOGNIZED TAX BENEFITS AND A CORRESPONDING LIABILITY IS ESTABLISHED ON THE STATEMENT OF FINANCIAL POSITION. THE FEDERATION HAS NOT RECOGNIZED A LIABILITY FOR UNCERTAIN TAX POSITIONS. IF THERE WERE AN UNRECOGNIZED TAX BENEFIT, THE FEDERATION WOULD RECOGNIZE INTEREST ACCRUED RELATED TO UNRECOGNIZED TAX BENEFITS IN INTEREST EXPENSE AND PENALTIES IN OPERATING EXPENSES. THE FEDERATIONS OPEN TAX YEARS SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE GENERALLY REMAIN OPEN FOR THREE YEARS FROM THE DATE OF FILING. PART XI, LINE 2D - OTHER ADJUSTMENTS: INCREASE IN VALUE OF INTEREST RATE SWAP 124,221. PART XI, LINE 4B - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF ASSETS -23,129. PART XII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF ASSETS 23,129. CHOICES 2013 290482 267590 22892 1500 7954 27544 13144 7897 MAN CAVE 43200 34725 8475 1776 1005 5662 1000 2669 333682 302315 31367 3276 8959 33206 14144 10566 70151 -38784 1 JEWISH FAMILY SERVICES 2100 LEE ROAD WINTER PARK FL 32789 591873758 501(C)(3) 20000 TO SUPPORT THEIR CHAPLAINCY PROGRAM JEWISH FEDERATIONS OF NORTH AMERICA 25 BROADWAY 1700 NEW YORK NY 10004 131624240 501(C)(3) 87934 UNRESTRICTED ALLOCATION 2 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: AGENCIES APPLY FOR ANNUAL ALLOCATION FUNDING FROM THE FEDERATION. THE FEDERATION'S ALLOCATION COMMITTEE REVIEWS THE AMOUNT OF FUNDS RAISED IN THE PRIOR CAMPAIGN YEAR AND ALLOCATES TO THE AGENCIES BASED ON THEIR APPLICATION AND NEED. ONCE AN ALLOCATION IS AWARDED, IT IS PAID THROUGH OUT THE NEXT FISCAL YEAR. USE OF THE FUNDS BY THE RECEIVING AGENCY IS NOT MONITORED BY THE FEDERATION. X 2 21984 MARKET PRICE. X DONATED GOODS FROM FUNDRAISING EVENT 12675 MARKET PRICE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 A COPY OF THE RETURN IS SENT TO ALL BOARD MEMBERS FOR REVIEW PRIOR TO FILING. THE FINANCE COMMITTEE, DIRECTOR OF FINANCE AND THE CEO ALSO REVIEW THE RETURN AND ARE RESPONSIBLE FOR APPROVING IT BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE FINANCE COMMITTEE REVIEWS THE BOARD OF DIRECTOR'S SIGNED CONFLICT OF INTEREST CONTRACTS ANNUALLY AND IS RESPONSIBLE FOR BRINGING ANY POSSIBLE CONFLICTS TO THE ATTENTION OF THE EXECUTIVE COMMITTEE FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE DIRECTOR'S COMPENSATION IS DETERMINED BY THE EXECUTIVE COMMITTEE AND IS REVIEWED ANNUALLY. THE EXECUTIVE COMMITTEE PARTICIPATES IN AND UTILIZES THE ANNUAL ROLLINS COLLEGE PHILANTHROPY CENTER'S NOT FOR PROFIT'S COMPENSATION SURVEY AS REFERENCE FOR ALL KEY EMPLOYEE'S COMPENSATION. THE EXECUTIVE DIRECTOR PROVIDES THE ANNUAL REVIEW FOR THE KEY EMPLOYEES, SUCH AS THE DIRECTOR OF FINANCE AND THE DIRECTOR OF DEVELOPMENT. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST. ALSO THE ANNUAL MEETING IS OPEN TO THE PUBLIC, NOT JUST BOARD MEMBERS AND AT THE ANNUAL MEETING IT IS ANNOUNCED OR PRINTED IN THE PROGRAMS THAT FINANCIALS, 990'S, AND POLICIES ARE AVAILABLE UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: INCREASE IN VALUE OF INTEREST SWAP 124,221.