2014-05-13T18:43:13-05:00 2013-06-30 941254756 HOOD & STRONG LLP 100 FIRST STREET 14TH FLOOR SAN FRANCISCO CA 94105 990 2012-07-01 770185734 OSHMAN FAMILY JEWISH COMMUNITY CENTER OSHM 6502238600 3921 FABIAN WAY PALO ALTO CA 94303 MARK HOLTZMAN 6502238600 2014-05-13 1 MAGA E KISRIEV P01008919 4157810793 2012 2015-11-30 17:44:51Z MARK HOLTZMAN 3921 FABIAN WAY PALO ALTO CA 94303 18956911 0 X WWW.PALOALTOJCC.ORG X 1960 CA THE OSHMAN FAMILY JCC UNITES JEWISH INSTITUTIONS AND WORKS FOR THE BETTERMENT OF THE COMMUNITY. 25 25 253 100 0 0 5263592 2619538 12313155 14565280 1505822 361199 941888 924803 20024457 18470820 293804 280947 0 0 6389211 7619917 0 0 872165 14001494 15903540 20684509 23804404 -660052 -5333584 144147447 129235954 58042792 48517341 86104655 80718613 X THE OSHMAN FAMILY JCC IS A 21ST-CENTURY JEWISH NEIGHBORHOOD THAT STRENGTHENS AND INTEGRATES OUR JEWISH COMMUNITY AS WE:EMBODY AN INCLUSIVE, CARING ENVIRONMENT THAT CELEBRATES THE DIVERSITY AND INNOVATIVE SPIRIT OF OUR REGION.OFFER OUTSTANDING CIVIC, EDUCATIONAL, RECREATIONAL, WELLNESS AND CULTURAL PROGRAMMING THAT SPEAKS TO OUR CORE VALUES AND COMMON CONCERNS AS MODERN JEWS.PARTNER WITH ESTABLISHED AND EMERGING JEWISH INSTITUTIONS AND COMMUNITIES TO MAKE OUR RESOURCES THE SHARED HUB OF THE BROADER COMMUNITY.FACILITATE CONNECTIONS WITH ISRAEL AND JEWS WORLDWIDE. 0 0 5342062 0 8675810 FITNESS AND SPORTS PROGRAMS:THE OFJCC STRIVES TO ENHANCE FITNESS AND HEALTH FOR ALL BACKGROUNDS AND LEVELS IN OUR STATE OF THE ART FACILITIES. THE FITNESS AND SPORTS PROGRAMS PROMOTE ACTIVE AND HEALTHY LIFESTYLES BY ENCOURAGING PHYSICAL ACTIVITY AND FOSTERING RELATIONSHIPS THROUGH SPORTS LEAGUES, SWIMMING PROGRAMS AND EXERCISE CLASSES FOR ALL AGES. CENTER MEMBERS MAY CHOOSE TO PARTICIPATE IN A PILATES CLASS, BRUSH UP ON THEIR STROKE WITH AN AQUATICS EXPERT OR DE-STRESS WITH MEDITATION, YOGA OR MASSAGE. THE ON-SITE NUTRITIONIST, PHYSICAL THERAPIST AND PERSONAL TRAINERS PROVIDE LONG-TERM TOOLS THAT ALLOW INDIVIDUALS TO IMPROVE THEIR QUALITY OF LIFE. 3661048 258420 3778773 EARLY CHILDHOOD EDUCATION PROGRAMS:THE EARLY CHILDHOOD DEPARTMENT AND PROGRAMS SERVES CHILDREN FROM THE AGES OF TWO YEARS TO FIVE YEARS. CLASSES ARE LED BY EARLY CHILDHOOD PROFESSIONALS WHO HELP PROVIDE OPPORTUNITIES FOR EACH CHILD TO WORK ON MASTERY OF THE PHYSICAL, INTELLECTUAL, SOCIAL AND EMOTIONAL TASKS THAT ARE APPROPRIATE TO HIS OR HER INDIVIDUAL LEVEL OF DEVELOPMENT. TOTS PROGRAMS ARE AVAILABLE FOR TODDLERS. PROGRAMS ALSO INCLUDE PARENT EDUCATION, AFTER SCHOOL ENRICHMENT PROGRAMS, EXTENDED DAY PROGRAMS FOR CHILDREN OF WORKING PARENTS AND FAMILY PROGRAMMING AT HOLIDAY TIMES. 1081807 7356 1072872 SUMMER CAMP PROGRAMS:SUMMER DAY CAMP PROGRAMS PROVIDE ENDLESS POSSIBILITIES FOR CHILDREN IN A SAFE NUTURING ENVIRONMENT. OUTDOOR RECREATIONAL PROGRAMS ARE DESIGNED TO PROMOTE SELF-ESTEEM, COMMUNITY SPIRIT AND JEWISH VALUES WHERE CHILDREN OF ALL AGES CAN STRETCH THEIR MINDS AND BODIES. DAY CAMP PROGRAMS INCLUDE BOTH TRADITIONAL DAY CAMP AND ONE- WEEK SPECIALTY CAMPS. DAY CAMP ACTIVITIES FOR THOSE AGED 2-KINDERGARTEN ARE HELD ON THE CAMPUS OF OUR T'ENNA PRESCHOOL AND STAFFED BY CERTIFIED EARLY CHILDHOOD EDUCATORS. 5632022 15171 1037825 ADULT/SENIOR/EMIGRE PROGRAMS: ADULT PROGRAMS INCLUDE A VARIETY OF EDUCATIONAL, SOCIAL AND CULTURAL PROGRAMS FOR ADULTS. IN A TYPICAL YEAR, THERE ARE A WIDE VARIETY OF CLASSES OFFERED DURING WEEKDAY EVENINGS AND ON SUNDAY AFTERNOONS. THEY INCLUDE HEBREW AND JUDAIC STUDIES AS WELL AS BRIDGE AND BALLROOM DANCING, MUSIC CLASSES, LECTURES, AND CONCERTS. SENIOR PROGRAMS ARE DESIGNED TO MEET THE RECREATIONAL, SOCIAL, CULTURAL AND EDUCATIONAL NEEDS OF OUR OLDER MEMBERS. ACTIVITIES INCLUDE: PHYSICAL AND HEALTH ACTIVITIES, DISCUSSION GROUPS AND LECTURES, A CULTURAL SERIES, WEEKEND SOCIAL GROUPS, TRIPS, HOLIDAY CELEBRATIONS AND COLLEGE LEVEL CLASSES. FOR THOSE WHO ARE UNABLE TO DRIVE, TRANSPORTAION TO THESE EVENTS IS PROVIDED. RUSSIAN EMIGRE PROGRAMS - THE EMIGRE DEPARTMENT PLAYS A MAJOR ROLE IN THE INTEGRATION OF IMMIGRANTS INTO THEIR NEW SOCIETY. IT ADDS SOCIAL, CULTURAL AND SPIRITUAL DEPTH TO THEIR LIVES, HELPING THEM PRESERVE THEIR HERITAGE WHILE ADAPTING TO LIFE IN AMERICA. THE EMIGRE DEPARTMENT ENRICHES OUR JEWISH COMMUNITY WITH THE ENERGY, TALENTS AND EXPERIENCES THE EMIGRES BRING WITH THEM. THE DEPARMENT IS ALSO RESEARCHING THE PROGRAM NEEDS OF THE NEXT GENERATION - THE CHILDREN OF IMMIGRANTS. THESE YOUNG PEOPLE ARE CLEARLY AMERICAN, BUT DO WANT TO HONOR THEIR RUSSIAN ROOTS. ICC: IN RESPONSE TO THE NEEDS OF THE LARGE NUMBER OF ISRAELIS LIVING IN THE AREA, THE JCC HAS CREATED THE ISRAELI CONNECTION DEPARTMENT. THIS DEPARTMENT IS A JOINT PROJECT OF THE JCC AND THE ISRAEL CENTER OF THE JEWISH COMMUNITY FEDERATION. THE GOALS OF THIS DEPARTMENT ARE TO DESIGN AND DEVELOP EDUCATIONAL AND CULTURAL CLASSES, LECTURES, CONCERTS, AND PROGRAMS IN BOTH HEBREW AND ENGLISH THAT ARE OF INTEREST TO THE ISRAELI POPULATION; AND TO CREATE PROGRAMMING THAT WILL BRING ISRAEL CLOSER TO AMERICAN JEWS. 5632022 15171 1037825 15716939 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 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 69 0 253 1 0 0 0 0 0 0 0 0 0 0 X 25 25 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X MARK HOLTZMAN 6502238600 3921 FABIAN WAY PALO ALTO CA 94303 JIM BAER 2.00 X 0 0 0 MICHELE BOAL 2.00 X 0 0 0 NOA ELIASAF-SHOHAM 2.00 X 0 0 0 NANETTE FREEDLAND 2.00 X X 0 0 0 EMERI HANDLER 2.00 X 0 0 0 JAY HIRSH 2.00 X 0 0 0 SHERYL KLEIN 2.00 X 0 0 0 AMNON LANDAN 2.00 X X 0 0 0 SHARON LESLIE 2.00 X X 0 0 0 HILARY LUROS 2.00 X 0 0 0 DARYL MESSINGER 2.00 X X 0 0 0 ADAM NASH 2.00 X 0 0 0 STEPHANIE OSHMAN 2.00 X 0 0 0 ALIZA PELEG 2.00 X 0 0 0 KEITH RAFFEL 2.00 X 0 0 0 PAUL RESNICK 2.00 X 0 0 0 ORLI RINAT 2.00 X X 0 0 0 CAROL SAAL 2.00 X 0 0 0 LOREN SAXE 2.00 X 0 0 0 JOANNA STROBER 2.00 X 0 0 0 CRAIG SEIDEL 2.00 X 0 0 0 RICHARD SEILER 2.00 X 0 0 0 JED SOLOMON 2.00 X X 0 0 0 SUSAN STEINER SAAL 2.00 X 0 0 0 HILARY WEISFELD 2.00 X 0 0 0 ALAN SATALOFF 40.00 X 576088 0 32546 MARSHA DESLAURIERS 40.00 X 226202 0 13926 CAREN GANS 40.00 X 100613 0 11079 MIRIAM SELLS 40.00 X 142479 0 19280 ELINA KAPLAN 40.00 X 132682 0 11034 1178064 0 87865 5 0 1 0 CLUB ONE INC 555 MARKET ST 13TH FL SAN FRANCISCO CA 94105 FITNESS FACILITIES MANAGEMENT 3927431 CROTHALL 1500 LIBERTY RIDGE DR SUITE 210 WAYNE PA 19087 FACILITIES/MAINTENANCE SERVICES 1028683 RT CONTRACTORS 1948 MOUNT DIABLO BLVD SUITE B WALNUT CREEK CA 94596 LANDSCAPING 413877 HIGHCOM SECURITY 1440 BROADWAY SUITE 405 OAKLAND CA 94612 SECURITY SERVICES 353744 HAUTE CUISINE 2300 FALLING WATER CT SANTA CLARA CA 95054 CAFE, FOOD, CATERING 165486 20 419996 2199542 2619538 PROGRAM REVENUE 900099 8411455 8411455 MEMBERSHIP DUES 900099 6153825 6153825 14565280 361199 361199 869040 383348 485692 485692 485692 111221 419996 102743 8478 8478 OTHER REVENUE 900099 430633 430633 430633 18470820 14565280 0 1286002 X 280947 280947 1389809 439172 823137 127500 4701624 4213780 191963 295881 266528 203588 44415 18525 720033 549999 119989 50045 541923 415652 90308 35963 776218 419785 323380 33053 50178 1828 48350 46804 46804 4924044 4610641 136872 176531 277892 199457 76136 2299 226337 47178 168052 11107 134629 11069 121970 1590 1453914 1134954 318575 385 96042 72653 22896 493 33686 1441 32245 471242 471242 2878436 2251714 616789 9933 149152 9655 139497 BOND EXTINGUISHMENT 2369614 2369614 LETTER OF CREDIT FEES 692189 692189 PROGRAM EXPENSES 476847 343701 62480 70666 SECURITY SERVICES 222323 111992 109489 842 623993 397733 188908 37352 23804404 15716939 7215300 872165 891213 753347 7256525 4842437 225203 396573 131626 138807 128680163 14258975 116626165 114421188 16608920 7896298 39784 40722 2368011 746582 144147447 129235954 1850900 1588272 1168104 846535 55000000 46000000 23788 82534 58042792 48517341 X 65667800 66735764 19879355 13402849 557500 580000 86104655 80718613 144147447 129235954 -5333584 -52458 0 X 0 1 X 1 0 X 12711682 12427926 5622638 5263592 2619538 38645376 2339057 7372183 10698482 12313155 14565280 47288157 15050739 19800109 16321120 17576747 17184818 85933533 45866 141200 89200 305920 942896 1525082 0 45866 141200 89200 305920 942896 1525082 84408451 6381226 4135435 3512675 1859180 1230239 17118755 6381226 4135435 3512675 1859180 1230239 17118755 187348 412181 802011 541854 1943394 21431965 24122892 20245976 20237938 18956911 104995682 0.80390 0.87130 0.16300 0.11780 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1568969 187092 1756061 2951212 253500 142302 1778045 1568969 2852498 184047 85333 2951212 2852498 2852498 0.64120 0.35880 0 0 23113785 23113785 103275352 13001944 90273408 2284882 1257031 1027851 6144 6144 114421188 BANK OF AMERICA CAPITAL 5708198 F VANGUARD INVESTMENT FUND 2188100 F 7896298 X 18904453 -52458 -52458 18956911 -486091 -486091 18470820 24290495 486091 486091 23804404 0 23804404 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE JCC HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT WILL ULTIMATELY PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: THE OFJCC HAS BEEN GRANTED TAX-EXEMPT STATUS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701D OF THE CALIFORNIA REVENUE AND TAXATION CODE. IN ADDITION, THE OFJCC HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE INTERNAL REVENUE CODE. MANAGEMENT EVALUATED THE JCC'S TAX POSITIONS AND CONCLUDED THAT THE JCC HAD MAINTAINED ITS TAX EXEMPT STATUS AND HAD NOT TAKEN UNCERTAIN TAX PROVISIONS THAT REQUIRED ADJUSTMENT TO THE FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. THE OFJCC CONTINUES TO REMAIN SUBJECT TO EXAMINATION BY U.S. FEDERAL AUTHORITIES FOR THE TAX YEARS 2009 THROUGH 2012 AND BY CALIFORNIA STATE AUTHORITIES FOR THE TAX YEARS 2008 THROUGH 2012. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES NETTED WITH REVENUE -383,348. FUNDRAISING EXPENSES NETTED WITH REVENUE -102,743. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES NETTED WITH REVENUE 383,348. FUNDRAISING EXPENSES NETTED WITH REVENUE 102,743. ANNUAL AUCTION 531217 419996 111221 16939 48630 9721 27453 531217 419996 111221 16939 48630 9721 27453 102743 8478 1 SUMMER CAMP 2 7356 EARLY CHILDHOOD EDUCATION 61 258420 CLUB J 3 15171 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THROUGH THE DONATIONS OF SOME OF OUR GENEROUS SUPPORTERS, OFJCC HAS BEEN ABLE TO ESTABLISH A FUND-A-NEED PROGRAM. SCHOLARSHIPS ARE AWARDED FOR OUR AWARD WINNING PRESCHOOL AND OUR SUMMER DAY CAMP. SCHOLARSHIPS ARE BASED ON NEED ONLY AND ARE AWARDED BY OUR FINANCIAL AID COMMITTEE. THE MAXIMUM SCHOLARSHIP IS 50% OF FEES OR TUITION. FOR SINGLE PARENT HOUSEHOLDS OR IN CASES WHERE BOTH PARENTS ARE EMPLOYED, BUT THE FAMILY STILL QUALIFIES FOR FINANCIAL AID, SCHOLARSHIPS ARE ALSO AWARDED FOR OUR AFTER-CARE PROGRAMS. IF ONE PARENT IS NOT WORKING, WE DO NOT OFFER ASSISTANCE FOR AFTER-CARE. X X 0 0 0 0 0 0 0 0 0 ALAN SATALOFF 481038 0 75000 0 20050 0 12500 0 20046 0 608634 0 0 0 MARSHA DESLAURIERS 201202 0 25000 0 0 0 6786 0 7140 0 240128 0 0 0 MIRIAM SELLS 142479 0 0 0 0 0 5699 0 13581 0 161759 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE OFJCC ACCOUNTING FIRM FORWARDED THE FORM 990 TO THE CFO AND CEO. THE CFO AND CEO FORWARDED THE FORM 990 TO THE BOARD MEMBERS FOR THEIR REVIEW PRIOR TO FILING THE FORM 990. BOARD MEMBERS ARE ENCOURAGED TO REVIEW THE FORM 990 AND TO FORWARD THEIR QUESTIONS TO THE CFO/TREASURER. EITHER THE CFO OR THE ACCOUNTING FIRM ADDRESSED THE QUESTIONS FROM THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION SENDS OUT POLICY REMINDERS AND MAINTAINS OVERALL OVERSIGHT TO POTENTIAL CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 CEO - APPROVAL BY BOARD AND EXECUTIVE COMMITTEE. OFFICERS AND KEY EMPLOYEES - REVIEW OF COMPARABILITY DATA AND CONTEMPORANEOUS SUBSTANTIATION APPROVAL BY HR AND CEO WITHIN AN APPROVED BUDGET BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. OTHER FEES FORM 990, PART IX, LINE 11G CONTRACT LABOR AND PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 4,610,641. MANAGEMENT AND GENERAL EXPENSES 136,872. FUNDRAISING EXPENSES 176,531. TOTAL EXPENSES 4,924,044.