JEWISH FREE LOAN ASSOCIATION: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: JEWISH FREE LOAN ASSOCIATION (EIN 95-1691014)
Tax period: 2012-09-01 to 2013-08-31
Filed: 2014-07-14
IRS object ID: 201421959349301602
Schema version: 2012v2.0
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 J
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2014-07-14T17:25:35-07:00	Timestamp
Tax Period End Date	2013-08-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RBZ LLP	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	11766 WILSHIRE BLVD NINTH FL	AddressLine1
City	LOS ANGELES	City
State	CA	State
ZIP Code	90025	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2012-09-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	951691014	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	JEWISH FREE LOAN ASSOCIATION	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	JEWI	NameControl
Phone	3237618830	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	6505 WILSHIRE BOULEVARD	AddressLine1
City	LOS ANGELES	City
State	CA	State
ZIP Code	90048	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	MARK MELTZER	Name
Title	Exec. Dir./CEO	Title
Date Signed	2014-07-14	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	Renee Ordeneaux	Name
PTIN	P00733066	PTIN
Phone	3104784148	Phone

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2015-11-30 17:44:51Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	MARK MELTZER	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	6505 WILSHIRE BOULEVARD 715	AddressLine1
City	LOS ANGELES	City
State	CA	State
ZIP Code	90048	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	2715497	GrossReceipts
Group Return For Affiliates	false	GroupReturnForAffiliates
All Affiliates Included	false	AllAffiliatesIncluded
Organization501c3	X	Organization501c3
Web Site	WWW.JFLA.ORG	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1904	YearFormation
State Legal Domicile	CA	StateLegalDomicile
Activity Or Mission Description	The Jewish Free Loan Association of Los Angeles (JFLA) offers interest-free loans on a non-sectarian basis to individuals and families whose needs are urgent and who may not qualify through normal financial resources.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	23	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	23	NbrIndependentVotingMembers
Total Nbr Employees	12	TotalNbrEmployees
Total Nbr Volunteers	25	TotalNbrVolunteers
Total Gross UBI	0	TotalGrossUBI
Contributions Grants Prior Year	2808821	ContributionsGrantsPriorYear
Contributions Grants Current Year	1934973	ContributionsGrantsCurrentYear
Program Service Revenue CY	6058	ProgramServiceRevenueCY
Investment Income Prior Year	74886	InvestmentIncomePriorYear
Investment Income Current Year	109194	InvestmentIncomeCurrentYear
Other Revenue Prior Year	-41500	OtherRevenuePriorYear
Other Revenue Current Year	-20551	OtherRevenueCurrentYear
Total Revenue Prior Year	2842207	TotalRevenuePriorYear
Total Revenue Current Year	2029674	TotalRevenueCurrentYear
Grants And Similar Amnts CY	0	GrantsAndSimilarAmntsCY
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	1140654	SalariesEtcPriorYear
Salaries Etc Current Year	1232475	SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY	10824	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	271925	TotalFundrsngExpCurrentYear
Other Expense Prior Year	484236	OtherExpensePriorYear
Other Expenses Current Year	510990	OtherExpensesCurrentYear
Total Expenses Prior Year	1624890	TotalExpensesPriorYear
Total Expenses Current Year	1754289	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	1217317	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	275385	RevenuesLessExpensesCY
Total Assets BOY	16015837	TotalAssetsBOY
Total Assets EOY	16406341	TotalAssetsEOY
Total Liabilities BOY	1322962	TotalLiabilitiesBOY
Total Liabilities EOY	1480872	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	14692875	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	14925469	NetAssetsOrFundBalancesEOY
Mission Description	The Jewish Free Loan Association of Los Angeles (JFLA) offers interest-free loans on a non-sectarian basis to individuals and families whose needs are urgent and who may not qualify through normal financial resources. Interest-free loans instead of charity fill an important gap in our social system by promoting self-sufficiency with dignity. JFLA affirms the ancient biblical requirement for interest-free lending by offering assistance to people in need with the goal of helping them to lead more rewarding and responsible lives.	MissionDescription
Significant New Program Services	false	SignificantNewProgramServices
Significant Change	false	SignificantChange
Expense	1247125	Expense
Description	JFLA granted 1,218 loans during the fiscal year for education, emergency needs,life cycle, resettlement, healthcare and microenterprise.	Description
Total Program Service Expense	1247125	TotalProgramServiceExpense
Described In501 C3	true	DescribedIn501C3
Schedule B Required	true	ScheduleBRequired
Political Activities	false	PoliticalActivities
Lobbying Activities	false	LobbyingActivities
Subject To Proxy Tax	false	SubjectToProxyTax
Donor Advised Funds	false	DonorAdvisedFunds
Conservation Easements	false	ConservationEasements
Collections Of Art	false	CollectionsOfArt
Credit Counseling	false	CreditCounseling
Term Or Permanent Endowments	true	TermOrPermanentEndowments
Report Land Bldg Equip	true	ReportLandBldgEquip
Report Invest Oth Securities	false	ReportInvestOthSecurities
Report Prog Rel Invest	false	ReportProgRelInvest
Report Other Assets	false	ReportOtherAssets
Report Other Liabilities	true	ReportOtherLiabilities
Report Fin48 Footnote	false	ReportFin48Footnote
Independent Audit Financial Stmt	true	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	false	ConsolidatedAuditFinancialStmt
School	false	School
Foreign Office	false	ForeignOffice
Foreign Activities	false	ForeignActivities
More Than5000 K To Organizations	false	MoreThan5000KToOrganizations
More Than5000 K To Individuals	false	MoreThan5000KToIndividuals
Professional Fundraising	false	ProfessionalFundraising
Fundraising Activities	true	FundraisingActivities
Gaming	false	Gaming
Hospital	false	Hospital
Grants To Organizations	false	GrantsToOrganizations
Grants To Individuals	false	GrantsToIndividuals
Schedule J Required	true	ScheduleJRequired
Tax Exempt Bonds	false	TaxExemptBonds
Invest Tax Exempt Bonds	false	InvestTaxExemptBonds
Escrow Account	false	EscrowAccount
On Behalf Of Issuer	false	OnBehalfOfIssuer
Excess Benefit Transaction	false	ExcessBenefitTransaction
Prior Excess Benefit Transaction	false	PriorExcessBenefitTransaction
Loan To Officer Or DQP	false	LoanToOfficerOrDQP
Grant To Related Person	false	GrantToRelatedPerson
Bsnss Rltnshp With Organization	false	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	false	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	false	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	false	DeductibleNonCashContributions
Deductible Contributions Of Art	false	DeductibleContributionsOfArt
Terminated	false	Terminated
Partial Liquidation	false	PartialLiquidation
Disregarded Entity	false	DisregardedEntity
Related Entity	false	RelatedEntity
Related Org Controlled Entity	false	RelatedOrgControlledEntity
Transaction Related Entity	false	TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org	false	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	false	ActivitiesConductedPartnership
Schedule O Required	true	ScheduleORequired
Number Forms Transmitted With1096	5	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	false	ComplianceWithBackupWitholding
Number Of Employees	12	NumberOfEmployees
Employment Tax Returns Filed	true	EmploymentTaxReturnsFiled
Unrelated Business Income	false	UnrelatedBusinessIncome
Form990-T Filed	false	Form990-TFiled
Foreign Financial Account	false	ForeignFinancialAccount
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTrans
Taxable Party Notification	false	TaxablePartyNotification
Non Deductible Contributions	false	NonDeductibleContributions
Quid Pro Quo Contributions	true	QuidProQuoContributions
Quid Pro Quo Disclosure	true	QuidProQuoDisclosure
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOf
Number Of8282 Filed	0	NumberOf8282Filed
Funds To Pay Premiums	false	FundsToPayPremiums
Premiums Paid	false	PremiumsPaid
Form8899 Filed	false	Form8899Filed
Form1098 C Filed	false	Form1098CFiled
Excess Business Holdings	false	ExcessBusinessHoldings
Taxable Distributions	false	TaxableDistributions
Distribution To Donor	false	DistributionToDonor
Filed Lieu1041	false	FiledLieu1041
Licensed More Than One State	false	LicensedMoreThanOneState
Indoor Tanning Services	false	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	23	NbrVotingGoverningBodyMembers
Number Independent Voting Members	23	NumberIndependentVotingMembers
Family Or Business Relationship	false	FamilyOrBusinessRelationship
Delegation Of Management Duties	false	DelegationOfManagementDuties
Changes To Organizing Docs	false	ChangesToOrganizingDocs
Material Diversion Or Misuse	false	MaterialDiversionOrMisuse
Members Or Stockholders	false	MembersOrStockholders
Election Of Board Members	false	ElectionOfBoardMembers
Decisions Subject To Approval	false	DecisionsSubjectToApproval
Minutes Of Governing Body	true	MinutesOfGoverningBody
Minutes Of Committees	true	MinutesOfCommittees
Officer Mailing Address	false	OfficerMailingAddress
Local Chapters	false	LocalChapters
Form990 Provided To Governing Body	true	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	true	ConflictOfInterestPolicy
Annual Disclosure Covered Persons	true	AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement	true	RegularMonitoringEnforcement
Whistleblower Policy	true	WhistleblowerPolicy
Document Retention Policy	true	DocumentRetentionPolicy
Compensation Process CEO	true	CompensationProcessCEO
Compensation Process Other	false	CompensationProcessOther
Investment In Joint Venture	false	InvestmentInJointVenture
States Where Copy Of Return Is Filed	CA	StatesWhereCopyOfReturnIsFiled
Own Website	X	OwnWebsite
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Field	Value	IRS element (for citing)
Name Person	MURRAY LEVIN	NamePerson
Telephone Number	3237618830	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	6505 WILSHIRE BLVD SUITE 715	AddressLine1
City	LOS ANGELES	City
State	CA	State
ZIP Code	90048	ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (25 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Average Hours Per Week RelatedAverageHoursPerWeekRelated	Individual Trustee Or DirectorIndividualTrusteeOrDirector	OfficerOfficer	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation
CLARK HOOVER
Vice President	1.00	0.00	X	X	0	0	0
BENJAMIN H WERBER
Director	1.00	0.00	X		0	0	0
HAROLD TOMIN
Vice President	1.00	0.00	X	X	0	0	0
MITCHELL J STEIN
Director	1.00	0.00	X		0	0	0
ALAN SPIWAK
Director	1.00	0.00	X		0	0	0
BRUCE D SIRES
Director	1.00	0.00	X		0	0	0
EILEEN LEWIS
Director	1.00	0.00	X		0	0	0
JOHN N LEVI JR
Director	1.00	0.00	X		0	0	0
JAMES A KOHN
Director	1.00	0.00	X		0	0	0
BRUCE M GUMBINER
Director	1.00	0.00	X		0	0	0
LINDA FEINHOLZ
Director	1.00	0.00	X		0	0	0
STEPHEN ELKIND
Director	1.00	0.00	X		0	0	0
ERWIN DILLER
Director	1.00	0.00	X		0	0	0
MAYIM BIALIK
Director	1.00	0.00	X		0	0	0
ARON ABECASSIS
Director	1.00	0.00	X		0	0	0
THOMAS WALSMITH
Treasurer	1.00	0.00	X	X	0	0	0
TONY SAUBER
Director	1.00	0.00	X		0	0	0
AARON BLOOM
President	1.00	0.00	X	X	0	0	0
VICTOR SNIDER
Director	1.00	0.00	X		0	0	0
STAN KING
Vice President	1.00	0.00	X	X	0	0	0
MARSHALL GLUCHOW
Vice President	1.00	0.00	X	X	0	0	0
LESLIE ARONZON
Secretary	1.00	0.00	X	X	0	0	0
JOEL GLUCOFT
ASST TREASURER	1.00	0.00	X	X	0	0	0
MARK MELTZER
Exec. Dir./CEO	37.50	0.00		X	268182	0	74455
MURRAY LEVIN
CFO	37.00	0.00		X	101320	0	2952

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	369502	TotalReportableCompFromOrg
Total Other Compensation	77407	TotalOtherCompensation
Number Individuals GT100 K	2	NumberIndividualsGT100K
Formers Listed	false	FormersListed
Total Comp GT150 K	true	TotalCompGT150K
Compensation From Other Sources	false	CompensationFromOtherSources
Number Of Contractors GT100 K	0	NumberOfContractorsGT100K
Federated Campaigns	114346	FederatedCampaigns
Fundraising Events	136653	FundraisingEvents
All Other Contributions	1683974	AllOtherContributions
Total Contributions	1934973	TotalContributions

Program Service Revenue ProgramServiceRevenue

Field	Value	IRS element (for citing)
Description	LOAN FEES	Description
Business Code	522291	BusinessCode
Total Revenue Column	6058	TotalRevenueColumn
Related Or Exempt Function Income	6058	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Program Service Revenue	6058	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	95999	TotalRevenueColumn
Exclusion	$95,999	ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Royalties Revenue RoyaltiesRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Net Rental Income Or Loss NetRentalIncomeOrLoss

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	648617	Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	635422	Securities

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	13195	Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	13195	TotalRevenueColumn
Exclusion	$13,195	ExclusionAmount

Field	Value	IRS element (for citing)
Gross Income Fundraising Events	29850	GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events	136653	CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses	50401	FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

Field	Value	IRS element (for citing)
Total Revenue Column	-20551	TotalRevenueColumn
Exclusion	-$20,551	ExclusionAmount

Net Income From Gaming NetIncomeFromGaming

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Net Income Or Loss NetIncomeOrLoss

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Field	Value	IRS element (for citing)
Total Other Revenue	0	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	2029674	TotalRevenueColumn
Related Or Exempt Function Income	6058	RelatedOrExemptFunctionIncome
Exclusion	$88,643	ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

Field	Value	IRS element (for citing)
Total	0	Total

Grants To Domestic Individuals GrantsToDomesticIndividuals

Field	Value	IRS element (for citing)
Total	0	Total

Foreign Grants ForeignGrants

Field	Value	IRS element (for citing)
Total	0	Total

Benefits To Members BenefitsToMembers

Field	Value	IRS element (for citing)
Total	0	Total

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	434895	Total
Program Services	233141	ProgramServices
Management And General	142570	ManagementAndGeneral
Fundraising	59184	Fundraising

Comp Disqual Persons CompDisqualPersons

Field	Value	IRS element (for citing)
Total	0	Total

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	574306	Total
Program Services	482459	ProgramServices
Fundraising	91847	Fundraising

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	118168	Total
Program Services	92553	ProgramServices
Management And General	7541	ManagementAndGeneral
Fundraising	18074	Fundraising

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	38423	Total
Program Services	31218	ProgramServices
Management And General	1442	ManagementAndGeneral
Fundraising	5763	Fundraising

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	66683	Total
Program Services	48012	ProgramServices
Management And General	8668	ManagementAndGeneral
Fundraising	10003	Fundraising

Fees For Services Management FeesForServicesManagement

Field	Value	IRS element (for citing)
Total	0	Total

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	0	Total

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	33277	Total
Management And General	33277	ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

Field	Value	IRS element (for citing)
Total	0	Total

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	10824	Total
Fundraising	10824	Fundraising

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

Field	Value	IRS element (for citing)
Total	0	Total

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	42984	Total
Program Services	40104	ProgramServices
Management And General	2880	ManagementAndGeneral

Advertising Advertising

Field	Value	IRS element (for citing)
Total	43046	Total
Program Services	30993	ProgramServices
Management And General	5596	ManagementAndGeneral
Fundraising	6457	Fundraising

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	68989	Total
Program Services	49672	ProgramServices
Management And General	8968	ManagementAndGeneral
Fundraising	10349	Fundraising

Information Technology InformationTechnology

Field	Value	IRS element (for citing)
Total	0	Total

Royalties Royalties

Field	Value	IRS element (for citing)
Total	0	Total

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	112868	Total
Program Services	81265	ProgramServices
Management And General	14673	ManagementAndGeneral
Fundraising	16930	Fundraising

Travel Travel

Field	Value	IRS element (for citing)
Total	0	Total

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

Field	Value	IRS element (for citing)
Total	0	Total

Conferences Meetings ConferencesMeetings

Field	Value	IRS element (for citing)
Total	0	Total

Interest Interest

Field	Value	IRS element (for citing)
Total	0	Total

Payments To Affiliates PaymentsToAffiliates

Field	Value	IRS element (for citing)
Total	0	Total

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	8808	Total
Program Services	6342	ProgramServices
Management And General	1145	ManagementAndGeneral
Fundraising	1321	Fundraising

Insurance Insurance

Field	Value	IRS element (for citing)
Total	3363	Total
Program Services	2421	ProgramServices
Management And General	437	ManagementAndGeneral
Fundraising	505	Fundraising

Other Expenses OtherExpenses (4 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	Management And GeneralManagementAndGeneral	FundraisingFundraising
PROGRAM COSTS	19937	19937
Printing and Publications	27552	19837	3582	4133
FUNDRAISING	31387			31387
BAD DEBT	84467	84467

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	34312	Total
Program Services	24704	ProgramServices
Management And General	4460	ManagementAndGeneral
Fundraising	5148	Fundraising

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	1754289	Total
Program Services	1247125	ProgramServices
Management And General	235239	ManagementAndGeneral
Fundraising	271925	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	784196	BOY
EOY	1068002	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	435671	BOY
EOY	206317	EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

Field	Value	IRS element (for citing)
BOY	1251184	BOY
EOY	1166176	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
EOY	0	EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

Field	Value	IRS element (for citing)
EOY	0	EOY

Receivables From Disqual Persons ReceivablesFromDisqualPersons

Field	Value	IRS element (for citing)
EOY	0	EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

Field	Value	IRS element (for citing)
BOY	10789434	BOY
EOY	11010127	EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

Field	Value	IRS element (for citing)
EOY	0	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	69008	BOY
EOY	81443	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	139692	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	87837	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	21222	BOY
EOY	51855	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	2266604	BOY
EOY	2282400	EOY

Investments Other Securities InvestmentsOtherSecurities

Field	Value	IRS element (for citing)
EOY	0	EOY

Investments Program Related InvestmentsProgramRelated

Field	Value	IRS element (for citing)
EOY	0	EOY

Intangible Assets IntangibleAssets

Field	Value	IRS element (for citing)
EOY	0	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	398518	BOY
EOY	540021	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	16015837	BOY
EOY	16406341	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	555321	BOY
EOY	583264	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	767641	BOY
EOY	897608	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	1322962	BOY
EOY	1480872	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	2360726	BOY
EOY	1515476	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	60623	BOY
EOY	18439	EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	12271526	BOY
EOY	13391554	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	14692875	BOY
EOY	14925469	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	16015837	BOY
EOY	16406341	EOY

Field	Value	IRS element (for citing)
Reconcilation Revenue Expenses	275385	ReconcilationRevenueExpenses
Reconciliation Unrealized Invest	-42791	ReconciliationUnrealizedInvest
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	false	AccountantCompileOrReview
FS Audited	true	FSAudited

FS Audited Basis FSAuditedBasis

Field	Value	IRS element (for citing)
Financial Statement Separate	X	FinancialStatementSeparate

Field	Value	IRS element (for citing)
Audit Committee	true	AuditCommittee
Federal Grant Audit Required	false	FederalGrantAuditRequired

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org170b1 Avi	X	PubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	2071574	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	1577345	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	1208577	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	2767321	CurrentTaxYearMinus1Year
Current Tax Year	1934973	CurrentTaxYear
Total	9559790	Total

Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170

Field	Value	IRS element (for citing)
Total	0	Total

Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt

Field	Value	IRS element (for citing)
Total	0	Total

Total170 Total170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	2071574	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	1577345	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	1208577	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	2767321	CurrentTaxYearMinus1Year
Current Tax Year	1934973	CurrentTaxYear
Total	9559790	Total

Field	Value	IRS element (for citing)
Amounts Subst Contributors Total	1226788	AmountsSubstContributorsTotal
Public Support Total170	8333002	PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	149716	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	152163	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	139398	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	113553	CurrentTaxYearMinus1Year
Current Tax Year	109194	CurrentTaxYear
Total	664024	Total

Net UBI NetUBI

Field	Value	IRS element (for citing)
Total	0	Total

Other Income170 OtherIncome170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	12168	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	9400	CurrentTaxYearMinus3Years
Current Tax Year	-14493	CurrentTaxYear
Total	7075	Total

Field	Value	IRS element (for citing)
Total Support	10230889	TotalSupport
Public Support Pertcentage170	0.81450	PublicSupportPertcentage170
Public Support Pertcent Prior Year	0.83000	PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170	X	ThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	RESTRICTED	ContributorNumber

Contributor Name Business ContributorNameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor Address US ContributorAddressUS

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)
Aggregate Contributions	RESTRICTED	AggregateContributions

Schedule D IRS990ScheduleD

Current Year CurrentYear

Field	Value	IRS element (for citing)
Beginning Of Year Balance	2266604	BeginningOfYearBalance
Contributions	9974	Contributions
Investment Earnings Or Losses	5822	InvestmentEarningsOrLosses
End Of Year Balance	2282400	EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

Field	Value	IRS element (for citing)
Beginning Of Year Balance	2513970	BeginningOfYearBalance
Investment Earnings Or Losses	147263	InvestmentEarningsOrLosses
Other Expenditures	394629	OtherExpenditures
End Of Year Balance	2266604	EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	2742434	BeginningOfYearBalance
Investment Earnings Or Losses	179373	InvestmentEarningsOrLosses
Other Expenditures	407837	OtherExpenditures
End Of Year Balance	2513970	EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	2604539	BeginningOfYearBalance
Investment Earnings Or Losses	295394	InvestmentEarningsOrLosses
Other Expenditures	157499	OtherExpenditures
End Of Year Balance	2742434	EndOfYearBalance

Current Year Minus4 Years CurrentYearMinus4Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	2859100	BeginningOfYearBalance
Contributions	42657	Contributions
Administrative Expenses	7589	AdministrativeExpenses
End Of Year Balance	2894168	EndOfYearBalance

Field	Value	IRS element (for citing)
Endowments Held By Unrelated Orgs	true	EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs	false	EndowmentsHeldByRelatedOrgs
Are Related Orgs Listed Schedule R	false	AreRelatedOrgsListedScheduleR

Equipment Equipment

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	139692	OtherCostOrOtherBasis
Depreciation	87837	Depreciation
Book Value	51855	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	51855	TotalOfBookValueLandBuildings

Other Liabilities OtherLiabilities (3 entries)

DescriptionDescription	AmountAmount
LOAN FUNDS FOR OTHERS	$249,550
DEFERRED COMPENSATION PAYABLE	$309,379
ADVANCES FROM JEWISH FEDERATION COUNCIL	$338,679

Field	Value	IRS element (for citing)
Total Of Amounts	897608	TotalOfAmounts
Tot Revenue Etc Audited Fincl Stmt	1986883	TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments	-42791	NetUnrealizedGainsInvestments
Revenue Not Rptd F990	-42791	RevenueNotRptdF990
Revenue Subtotal	2029674	RevenueSubtotal
Total Revenue Per Form990	2029674	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	1754289	TotExpensesEtcAuditedFinclStmt
Expenses Subtotal	1754289	ExpensesSubtotal
Total Expenses Per Form990	1754289	TotalExpensesPerForm990

Form990 Schedule D Part XIII Form990ScheduleDPartXIII

Field	Value	IRS element (for citing)
Identifier	Part V, Line 4	Identifier
Return Reference	Part V, Line 4: Intended uses of the endowment fund.	ReturnReference
Explanation	Generate income for organization operations.	Explanation

Schedule G IRS990ScheduleG

Field	Value	IRS element (for citing)
Agreement Ref Fundraising	false	AgreementRefFundraising

Events Information EventsInformation

Field	Value	IRS element (for citing)
Name Of Event1	Awards Dinner	NameOfEvent1
Gross Receipts Event1	166503	GrossReceiptsEvent1
Charitable Contributions Event1	136653	CharitableContributionsEvent1
Gross Revenue Event1	29850	GrossRevenueEvent1
Rent Facility Costs Event1	48911	RentFacilityCostsEvent1
Entertainment Event1	400	EntertainmentEvent1
Other Direct Expenses Event1	1090	OtherDirectExpensesEvent1
Gross Receipts Total	166503	GrossReceiptsTotal
Charitable Contributions Total	136653	CharitableContributionsTotal
Gross Revenue Total Events	29850	GrossRevenueTotalEvents
Rent Facility Costs Total Events	48911	RentFacilityCostsTotalEvents
Entertainment Total Events	400	EntertainmentTotalEvents
Other Direct Expenses Total Events	1090	OtherDirectExpensesTotalEvents
Direct Expense Summary Events	50401	DirectExpenseSummaryEvents
Net Income Summary	-20551	NetIncomeSummary

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Form990 Of Other Organizations	X	Form990OfOtherOrganizations
Board Or Committee Approval	X	BoardOrCommitteeApproval
Severance Payment	false	SeverancePayment
Supplemental Nonqual Retire Plan	false	SupplementalNonqualRetirePlan
Equity Based Comp Arrangement	false	EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org	false	CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs	false	CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org	false	CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs	false	CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments	false	AnyNonFixedPayments
Initial Contract Exception	false	InitialContractException
Rebuttable Presumption Procedure	false	RebuttablePresumptionProcedure

Form990 Schedule J Part II Form990ScheduleJPartII

Field	Value	IRS element (for citing)
Name Person	MARK MELTZER	NamePerson
Title	Exec. Dir./CEO	Title
Base Compensation Filing Org	268182	BaseCompensationFilingOrg
Deferred Comp Filing Org	74455	DeferredCompFilingOrg
Total Compensation Filing Org	342637	TotalCompensationFilingOrg

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (4 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
Form 990, Part VI, Line 19	Form 990, Part VI, Line 19: Other Organization Documents Publicly Available	UPON REQUEST
Form 990, Part VI, Line 15a	Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management	THE EXECUTIVE DIRECTOR'S SALARY IS REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE. THE COMMITTEE REVIEWS THE EXECUTIVE DIRECTOR'S SALARY USING THE SOUTHERN CALIFORNIA CENTER FOR NONPROFIT MANAGEMENT COMPENSATION AND BENEFITS SURVEY AND other ISSUED 990s. THE COMMITTEE COMPARES THE EXECUTIVE DIRECTOR'S SALARY TO SALARIES OF THE EXECUTIVES AT THE FREE LOAN ASSOCIATIONS IN NEW YORK AND SAN FRANCISCO, AS WELL AS TO EXECUTIVES WITHIN THE JEWISH FEDERATION SYSTEM.
Form 990, Part VI, Line 12c	Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts	THE ORGANIZATION DISTRIBUTES ITS CONFLICT OF INTEREST POLICY AND A FORM TO DISCLOSE ANY CONFLICTS TO ITS BOARD OF DIRECTORS ON AN ANNUAL BASIS.
Form 990, Part VI, Line 11b	Form 990, Part VI, Line 11b: Form 990 Review Process	THE ORGANIZATION'S 990 IS DRAFTED BY ITS OUTSIDE ACCOUNTANTS WITH GUIDANCE FROM MANAGEMENT. THE OUTSIDE ACCOUNTANTS PROVIDE A COPY OF THE DRAFT 990 TO MANAGEMENT AND THE ORGANIZATION'S AUDIT COMMITTEE CHAIR FOR REVIEW. FOLLOWING MANAGEMENT AND THE AUDIT COMMITTEE CHAIR'S REVIEW, THE RETURN IS PRESENTED TO THE FULL BOARD FOR ITS REVIEW BEFORE THE RETURN IS FILED.