2014-10-08T13:53:47-05:00 2013-12-31 364538293 LUDWIG KLEWER & CO PLLC 4783 E CAMP LOWELL DR TUCSON AZ 85712 990 2013-01-01 860096795 JEWISH FEDERATION OF SOUTHERN ARIZONA JEWI 5205779393 3822 E RIVER ROAD 100 TUCSON AZ 85718 STUART MELLAN PRESIDENT AND CEO 5205779393 2014-10-08 JULIE S KLEWER CPA P00343046 5205450500 2014-10-08 2013 2015-11-30 17:44:51Z KATHRYN UNGER 3822 E RIVER ROAD 100 TUCSON AZ 85718 4924354 false X WWW.JEWISHTUCSON.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 COMUNITY- WIDE NEWSPAPER REPORTING ON AND DIRECTED TOWARD THE TUCSON JEWISH COMMUNITY. 110 110 53 500 321759 -95286 3627643 3920367 715284 602430 8257 5358 -32648 -29258 4318536 4498897 2553944 2355770 0 1475797 1526554 0 391003 1093760 1013162 5123501 4895486 -804965 -396589 15585706 16520206 430239 537867 15155467 15982339 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 COMUNITY- WIDE NEWSPAPER REPORTING ON AND DIRECTED TOWARD THE TUCSON JEWISH COMMUNITY. false false 4033104 2355770 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, 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 RELIGOUS SCHOOL SPECIAL NEEDS EDUCATION. - THE ARIZONA JEWISH POST 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 4033104 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 34 0 true 53 true true true false false false false true true false false false false X 110 110 true false false false false false false true true false false false true true true true true true true false AZ X X AMY MERKEL 5205779393 3822 E RIVER ROAD 100 TUCSON AZ 85718 BEVERLY SANDOCK DIRECTOR 1.00 X 14743 0 0 BRUCE ASH LIFE MEMBER 1.00 X 0 0 0 MARICA ABELSON DIRECTOR 1.00 X 0 0 0 ALAIN AVIGDOR 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 RACHAEL BAKER DIRECTOR 0.00 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 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 RANDIE COLLIER DIRECTOR 0.00 X 0 0 0 BRENT DAVIS VIRTUE OF PO 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 FORMER VICE 0.00 X X 0 0 0 FERN FEDER DIRECTOR 1.00 X 0 0 0 JULIE FELDMAN VIRTUE OF PO 2.00 X 0 0 0 RICHARD FINK LIFE MEMBER 1.00 X 0 0 0 MADELINE FRIEDMAN VICE CHAIR 2.00 X X 0 0 0 CHUCK GANNON DIRECTOR 1.00 X 0 0 0 DANNY GASCH DIRECTOR 1.00 X 0 0 0 LARRY GELLMAN VICE CHAIR 2.00 X 0 0 0 LESLIE 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 DIANNE GROBSTEIN 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 LIFE MEMBER 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 STEVE KIPPUR VIRTUE OF PO 1.00 X 0 0 0 SHARON KLEIN DIRECTOR 1.00 X 0 0 0 JANE KIVEL VIRTUE OF PO 1.00 X 0 0 0 RONALD KOLKER LIFE MEMBER 1.00 X 0 0 0 ELLYN LANGER VIRTUE OF PO 0.00 X 0 0 0 LARRY LEIKEN DIRECTOR 1.00 X 0 0 0 CAROLE LEVI LIFE MEMBER 1.00 X 0 0 0 STEVEN LIGHTMAN LIFE MEMBER 1.00 X 0 0 0 GLORIA LINDEN DIRECTOR 1.00 X 0 0 0 JENNIFER MILLER GRANT LIFE MEMBER 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 JERRY NEUMAN DIRECTOR 1.00 X 0 0 0 CAREN NEWMAN DIRECTOR 1.00 X 0 0 0 TERRY PERL DIRECTOR 1.00 X 0 0 0 DAVID PLOTKIN DIRECTOR 1.00 X 0 0 0 SHELLEY JO 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 RACHAEL RIVERA DIRECTOR 1.00 X 0 0 0 LYNDA ROGOFF LIFE MEMBER 1.00 X 0 0 0 MARK ROSS DIRECTOR 0.00 X 0 0 0 JILL ROSENZWEIG VIRTUE OF PO 1.00 X 0 0 0 MARTHA SAMPSON DIRECTOR 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 STEVEN SELTZER VIRTUE OF PO 1.00 X 0 0 0 ANDY SHATKEN DIRECTOR 1.00 X 0 0 0 ESTHER SHERBERG LIFE MEMBER 1.00 X 0 0 0 SHELLY SILVERMAN SECRETARY 1.00 X X 0 0 0 KERI SILVYN VIRTUE OF PO 1.00 X 0 0 0 JERRY SONENBLICK LIFE MEMBER 1.00 X 0 0 0 ALVIN STERN LIFE MEMBER 1.00 X 0 0 0 CAROL STERN LIFE MEMBER 1.00 X 0 0 0 JOYCE STUEHRINGER FORMER VICE 0.00 X X 0 0 0 MERYL TISCHLER LIFE MEMBER 1.00 X 0 0 0 GERRY TUMARKIN LIFE MEMBER 1.00 X 0 0 0 LINDA TUMARKIN LIFE MEMBER 1.00 X 0 0 0 KATHRYN UNGER CHAIR OF THE 5.00 X X 0 0 0 THOMAS WARNE DIRECTOR 1.00 X 0 0 0 ELIZABETH WEINER SCHULMAN DIRECTOR 1.00 X 0 0 0 DIANE WEINTRAUB DIRECTOR 1.00 X 0 0 0 RONALD WEINTRAUB LIFE MEMBER 1.00 X 0 0 0 JIM WEZELMAN TREASURER 2.00 X X 0 0 0 CHARLES WHITEHILL LIFE MEMBER 1.00 X 0 0 0 JAMES WHITEHILL VICE CHAIR 1.00 X X 0 0 0 CHERYL WORTZEL DIRECTOR 0.00 X 0 0 0 RUTH ZALES LIFE MEMBER 1.00 X 0 0 0 JEFF ARTZI VIRTUE OF PO 1.00 X 0 0 0 AMY BEYER DIRECTOR 1.00 X 0 0 0 BARRY FRIEDMAN VIRTUE OF PO 1.00 X 0 0 0 HELENE MITTLEMAN VIRTUE OF PO 1.00 X 0 0 0 DANA NARTER DIRECTOR 1.00 X 0 0 0 BEN POZEZ DIRECTOR 1.00 X 0 0 0 STUART MELLAN PRESIDENT/CE 40.00 X 216104 0 38740 AMY RAMM-MERKEL CFO 40.00 X 87700 0 11740 318547 50480 1 false true false 30638 2119409 1770320 359983 3920367 ADVERTISING INCOME 511120 321759 321759 EDUCATION/MISSION REVENUE 186794 186794 COMMUNITY EVENTS AND MEETINGS 45126 45126 AFFINITY AND CRC PROGRAMMING 34355 34355 OUTREACH 14396 14396 602430 6581 6581 358781 360004 -1223 -1223 -1223 34982 30638 65453 -30471 MISCELLANEOUS INCOME 1213 1213 1213 4498897 287242 321759 2335606 2335606 20164 20164 318547 72873 182282 63392 917702 647640 91357 178705 59845 30740 18729 10376 144654 80647 35391 28616 85806 52424 16722 16660 158 158 17575 500 17075 138995 117751 6580 14664 44678 17277 157 27244 102683 73707 6624 22352 97892 62384 25484 10024 30324 21640 7680 1004 68101 43247 17660 7194 32308 32308 20767 8583 12184 EDUCATION/OUTREACH 153413 153413 MISSION EXPENSE 141825 141825 AFFINITY CRC 61841 61841 MISCELLANEOUS 48526 4751 33003 10772 54076 53783 293 4895486 4033104 471379 391003 1632353 1896326 1419214 1441854 2201934 2108619 101058 79490 324000 240000 83391 77489 2328877 1154564 1182705 1174313 8641051 9502115 15585706 16520206 232683 297991 165336 202156 21400 30507 10820 7213 430239 537867 X 8839161 9480833 6165952 6351152 150354 150354 15155467 15982339 15585706 16520206 X -396589 1223461 X false true X true false X 4317358 4156839 3763630 3627643 3920367 19785837 4317358 4156839 3763630 3627643 3920367 19785837 1154248 18631589 239399 992469 21385 8650 5358 1267261 3040 1213 4253 21057351 2881437 0.88480 0.78150 X PART II, LINE 10 MISCELLANEOUS INCOME 4,253 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6668366 947546 267752 7348160 6069152 724248 125034 6668366 6367092 -4970 292970 6069152 5525108 137865 704119 6367092 2165178 2771692 640622 36110 16274 5525108 0.97950 0.02050 false true true 1025738 1025738 1071523 985065 86458 197594 168934 28660 34022 565 33457 1174313 POOLED INVESTMENT FUNDS 9502115 F 9502115 X 5776961 1278064 1278064 4498897 4498897 4950089 54603 54603 4895486 4895486 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 1,223,461 AMOUNTS RAISED ON BEHALF OF OTHERS -10,850 SPECIAL EVENTS EXPENSE 65,453 SCHEDULE D, PAGE 4, PART XII, LINE 2D SPECIAL EVENTS EXPENSE 65,453 AMOUNTS RAISED ON BEHALF OF OTHERS -10,850 CONNECTIONS 18467 8560 9907 16292 MEN'S NIGHT OUT 12092 6500 5592 9097 4 26265 14149 12116 27433 56824 29209 27615 52822 52822 -25207 false AMERICAN JEWISH JOINT DISTRIBUTION 711 THIRD AVE 10TH FLOOR NEW YORK NY 10017 131656634 30500 SUPPORT OF MISSION BBYOPASSPORT TO THE WORLD 12701 N SCOTTSDALE RD SUITE 203 SCOTTSDALE AZ 85254 311794932 501C3 12500 SUPPORT OF MISSION CONGREGATION ANSHEI ISRAEL 5550 E 5TH ST TUCSON AZ 85711 860117384 6863 SUPPORT OF MISSION CONGREGATION OR CHADASH 3939 N ALVERNON WAY TUCSON AZ 85718 860836569 7176 SUPPORT OF MISSION GREATER TUCSON FIRE FOUNDATION 300 S FIRE CENTRAL PLACE TUCSON AZ 85701 273155431 501C3 12000 SUPPORT OF MISSION HANDMAKER JEWISH SERVICES 2221 N ROSEMONT BLVD TUCSON AZ 85718 860626077 501C3 111674 SUPPORT OF MISSION HILLEL FOUNDATION 1245 E 2ND STREET TUCSON AZ 85719 866053800 501C3 118981 SUPPORT OF MISSION HOMER DAVIS PROJECT 4250 N ROMERO RD TUCSON AZ 85705 866003684 17473 SUPPORT OF MISSION JEWISH AGENCY FOR ISRAEL 633 THIRD AVE 21ST FLOOR NEW YORK NY 10017 500500046 501C3 167207 SUPPORT OF ISRAEL JEWISH COMMUNITY FOUNDATION 3567 E SUNRISE DR STE 143 TUCSON AZ 85718 860718936 68977 SUPPORT OF MISSION JEWISH FAMILY AND CHILDREN SERVICES 4301 E 5TH ST TUCSON AZ 85711 860623896 501C3 422874 SUPPORT OF MISSION JEWISH FEDERATION OF GREATER SEATTL 2031 THIRD AVE SEATTLE WA 981212412 910575950 501C3 6500 SUPPORT OF MISSION JEWISH FEDERATIONS OF NORTH AMERICA 25 BROADWAY SUITE 1700 NEW YORK NY 100041010 131624240 501C3 763361 SUPPORT OF MISSION JEWISH HISTORY MUSEUM PO BOX 889 TUCSON AZ 85702 860762311 501C3 12900 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 33036 SUPPORT OF MISSION THE BIRTHRIGHT ISRAEL FOUNDATION 33 EAST 33 STREET 7TH FLOOR NEW YORK NY 10016 134092050 501C3 45466 SUPPORT OF MISSION TUCSON HEBREW ACADEMY 3888 E RIVER RD TUCSON AZ 85718 860274412 501C3 195175 SUPPORT OF MISSON TUCSON JEWISH COMMUNITY CENTER 3800 E RIVER RD TUCSON AZ 85718 860183578 501C3 266536 SUPPORT OF MISSION 24 17 SCHOLARSHIPS AND AWARDS 28 20164 SCHEDULE I, PAGE 1, PART I, LINE 2 ALL 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 STAFF PERSON, WHO ALSO IS INVOLVED WITH THE GRANT APPLICATION PROCESS. 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 216104 32875 5865 254844 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. SCHEDULE J, PART III FORMER DIRECTOR BEVERLY SANDOCK RESIGNED FROM THE BOARD PRIOR TO BEING HIRED AS A CONSULTANT WITH THE FEDERATION. X 24 161699 FAIR MARKET VALUE X 5 198284 FAIR MARKET VALUE false false false SCHEDULE M, PAGE 2, PART II THE FEDERATION RECEIVED 24 CONTRIBUTIONS OF SECURITIES AND 5 CONTRIBUTIONS FOR MISCELLANEOUS 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 COMUNITY- WIDE NEWSPAPER REPORTING ON AND DIRECTED TOWARD THE TUCSON JEWISH COMMUNITY. FORM 990, PAGE 2, PART III, LINE 4A 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, 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 RELIGOUS SCHOOL SPECIAL NEEDS EDUCATION. - THE ARIZONA JEWISH POST 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 FORM 990, PAGE 6, PART VI, LINE 2 BAKER-PAUL LIFE MEMBER IN-LAW TO RACHAEL BAKER. 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 DANIEL KARSCH KATZ-FRAN LIFE MEMBER MARRIED TO JEFF KATZ KIPPUR-GARY DIRECTOR SIBLING TO STEVE KIPPUR LIGHTMAN-STEVEN LIFE MEMBER NEPHEW TO PAUL BAKER SELTZER-JANET LIFE MEMBER MARRIED TO STEVEN SELTZER SILVYN-KERI VIRTUE OF PO 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 VICE CHAIR IN-LAW TO KERI SILVYN BAKER-DON DIRECTOR EX-HUSBAND TO SHELLEY JO POZEZ BEYER-AMY DIRECTOR DAUGHTER OF BRUCE BEYER FRIEDMAN-BARRY DIRECTOR MARRIED TO MADELINE FRIEDMAN POZEZ-BEN DIRECTOR NEPHEW TO SHELLEY JO POZEZ POZEZ-BEN DIRECTOR NEPHEW TO DON BAKER 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. FOR DONOR PRIVACY, THE JEWISH FEDERATION REDACTED THE NAME AND ADDRESS OF CONTRIBUTORS DISCLOSED TO THE IRS WITHIN SCHEDULE B OF THE FORM 990 THAT IS PROVIDED TO THE GOVERNING BOARD MEMBERS FOR REVIEW. 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 EXECUTIVE COMMITTEE AND BOARD DURING HIS BUDGET REPORT TO BOTH ENTITIES. 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 AND TO THE EXECUTIVE COMMITTEE. THE OVERALL PACKAGE IS APPROVED AS PART OF THE PERSONNEL BUDGET BY THE EXECUTIVE COMMITTEE AND 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 1,223,461 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 643370 FAIR MARKET VALUE