2014-11-17T18:10:55-06:00 2013-12-31 450250958 EIDE BAILLY LLP 1850 N CENTRAL AVE SUITE 400 PHOENIX AZ 850044527 990 2013-01-01 453910992 THE JEWISH COMMUNITY ASSOCIATION OF GREATER PHOENIX JEWI 4804837121 12701 N SCOTTSDALE ROAD STE 201 SCOTTSDALE AZ 85254 STUART WACHS PRESIDENT/CEO 4804837121 2014-11-17 1 BRENDA BLUNT CPA P00075126 6022645844 2014-11-17 2013 2015-11-30 17:44:51Z STUART WACHS 12701 N SCOTTSDALE ROAD STE 201 SCOTTSDALE AZ 85254 4742241 0 X WWW.JEWISHPHOENIX.ORG X 2011 AZ FUNDRAISING TO SUPPORT OTHER NONPROFIT ORGANIZATIONS AND OVERSIGHT / MANAGEMENT (CONT. ON SCH. O) OF THE JEWISH COMMUNITY CAMPUS. 24 24 61 250 0 0 3467150 3423833 459335 1167747 43464 69508 -2801 -24910 3967148 4636178 1455536 501760 0 0 1375812 1654411 0 0 526385 2103236 1877536 4934584 4033707 -967436 602471 27285529 26263542 4479345 2727017 22806184 23536525 X OUR MISSION IS TO STRENGTHEN AND SUSTAIN A VIBRANT, INCLUSIVE COMMUNITY THAT ENRICHES LIVES THROUGH JEWISH VALUES, INNOVATION AND STEWARDSHIP. 0 0 2337390 501760 1168997 THE ASSOCIATION CONTINUED TO SERVE THE LOCAL AND INTERNATIONAL JEWISH COMMUNITIES. IN 2013 TO MAKE THE FUNDING AND EVALUATION PROCESS MORE EFFICIENT, EFFECTIVE AND STREAMLINED FOR THE ORGANIZATIONS THE ASSOCIATION CONSOLIDATED SOME OF ITS FUNDING COUNCILS, SIMPLIFIED THE GRANTING PROCESS WHILE INCREASING THE OVERSIGHT AND PURPOSE ALIGNMENT. THE ASSOCIATION CONTINUED TO GROW IT RELATIONS AND BUILD TRUST WITH BOTH THE DONORS AND RECIPIENT AGENCIES WHICH PROVED EFFECTIVE THROUGH INCREASED GIVING AND IMPACT.THE ASSOCIATION ALSO CONTINUED IN CREATING ITS NEW OPERATING INFRASTRUCTURE, BUILDING ITS STAFF TEAM AND THE START OF A MAJOR EFFORT IN CREATING A NEW ORGANIZATIONAL CULTURE. THESE EFFORTS WILL CONTINUE IN 2014.DURING 2013 THE ASSOCIATION SAW AN INCREASE IN DONORS AND VOLUNTEERS LEADING TO BROADENED ENGAGEMENT IN OUR LOCAL JEWISH COMMUNITY. IN ADDITION TO HELP GROW LEADERSHIP WITH A STRONG KNOWLEDGE OF OUR SERVICES IN ISRAEL A DELEGATION OF LAY LEADERS AND STAFF ATTENDED THE JFNA GENERAL ASSEMBLY IN ISRAEL. WHILE THERE THEY WERE ABLE TO SEE AND EVALUATE FIRST-HAND THE PROGRAMS AND SERVICES BEING DELIVERED AND NEEDED IN ISRAEL AS WELL AS MEET WITH OUR INTERNATIONAL PARTNERS JAFI AND JDC. TO BETTER UNDERSTAND THE LOCAL NEEDS OF SENIORS THE ASSOCIATION EMBARKED ON A COMPREHENSIVE SENIOR SERVICES STUDY WHICH INCLUDED A POPULATION STUDY, DATA ANALYSIS, SURVEYS AND FOCUS GROUPS.THE CAMPAIGN FOR JEWISH NEEDS IS THE ANNUAL FUNDRAISING PROGRAM OF THE JEWISH COMMUNITY ASSOCIATION. THE CAMPAIGN RAISED 2.8 MILLION DOLLARS WHICH WAS DISTRIBUTED TO ORGANIZATIONS AND PROGRAMS THAT HELP ENGAGE THOSE IN NEED AND/OR ENHANCE JEWISH LIFE IN GREATER PHOENIX. IN ALL OF 30 GRANTS WERE GIVEN OUT TO PROGRAMS IN GREATER PHOENIX, ISRAEL AND AROUND THE WORLD.THE ASSOCIATION'S CYCLE FOR GRANTING ALLOCATIONS IS TO MAKE ITS GRANT ALLOCATIONS IN DECEMBER OF THE PRECEDING YEAR FOR THE FORTHCOMING YEAR. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES REQUIRE THE RECORDING OF THAT EXPENSE WHEN THE GRANT ALLOCATION IS MADE EVEN THOUGH THE FUNDS ARE NOT DISBURSED UNTIL THE FOLLOWING YEAR. AS A RESULT THE 2013 ALLOCATION EXPENSE THAT WOULD NORMALLY BE REPORTED IN THIS YEAR'S RETURN IS ACTUALLY THE ALLOCATION OF FUNDS FOR 2014. IN THE 2012 RETURN THE ALLOCATION FOR 2013 WAS RECORDED IN 2012. DUE TO THE TIMING OF THE 2014 BUDGET APPROVAL GRANT ALLOCATION WERE NOT FINALIZED UNTIL 2014. AS A RESULT NO EXPENSE WAS ACCRUED FOR THE NORMAL GRANT CYCLE. FUNDING IN 2013 HOWEVER DID OCCUR CONSISTENT WITH 2012 GRANT. MORE THAN 1500 COMMUNITY MEMBERS ATTENDED THE ASSOCIATION'S LARGE-SCALE EVENTS - THE ANNUAL MEETING AND THE ANNUAL MEGA EVENT. BOTH FEATURED THEMES WITH A CONNECTING THREAD, THE POWER OF YOU AND THE POWER OF COMMUNITY.WOMEN'S PHILANTHROPY DREW MORE THAN 300 PARTICIPANTS TO EDUCATIONAL, OUTREACH, AND FUNDRAISING EVENTS, INCLUDING THE LION OF JUDAH AND POMEGRANATE DIVISION EVENTS, AS WELL AS THE FALL AND HANUKKAH PROGRAMS.IN ADDITION, THE INAUGURAL WOMEN'S PHILANTHROPY LEAGUE ENGAGED 24 WOMEN IN A YEAR-LONG+ PROGRAM OF HANDS-ON VOLUNTEERISM IN SOCIAL SERVICE AGENCIES, WHILE LEARNING ABOUT OUR COMMUNITY AND THE ASSOCIATION.THE ASSOCIATION IS THE SOLE MEMBER OF THE INA LEVINE JEWISH COMMUNITY CAMPUS WHICH PROVIDES SPACE FOR VARIOUS JEWISH ORGANIZATIONS AS WELL AS THE CENTRAL LOCATION TO HOLD COMMUNITY WIDE EVENTS. 2337390 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 1 0 1 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 17 0 1 61 1 0 0 0 0 0 0 0 0 0 0 X 24 24 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 1 1 0 0 AZ X HOWARD SCKOLNIK 4804837121 12701 N SCOTTSDALE ROAD STE 201 SCOTTSDALE AZ 85254 ALISON BETTS DIRECTOR 1.00 X 0 0 0 MICHAEL FEINBERG DIRECTOR 1.00 X 0 0 0 MARK FELDMAN DIRECTOR 1.00 X 0 0 0 ANITA GUTKIN DIRECTOR 1.00 X 0 0 0 JONATHAN HOFFER DIRECTOR 1.00 X 0 0 0 IRWIN KANEFSKY DIRECTOR 1.00 X 0 0 0 RICH KASPER DIRECTOR 1.00 X 0 0 0 BRYAN KORT DIRECTOR 1.00 X 0 0 0 SUSAN LEVINE DIRECTOR 1.00 X 0 0 0 DIANE OZER DIRECTOR 1.00 X 0 0 0 ELISA PINKUS DIRECTOR 1.00 X 0 0 0 DON SCHON DIRECTOR 1.00 X 0 0 0 BOB SILVER DIRECTOR 1.00 X 0 0 0 MICHAEL SILVERBERG DIRECTOR 1.00 X 0 0 0 WYLIE SILVERSTEIN DIRECTOR 1.00 X 0 0 0 MARY STONE TESSLER DIRECTOR 1.00 X 0 0 0 RUDY TROISI DIRECTOR 1.00 X 0 0 0 KEN VECCHIONE DIRECTOR 1.00 X 0 0 0 DAVID WEINER DIRECTOR 1.00 X 0 0 0 BARRY ZEMEL DIRECTOR 1.00 X 0 0 0 JOEL KRAMER CHAIR 1.00 X X 0 0 0 ADAM GOODMAN VICE CHAIR 1.00 X X 0 0 0 STEVEN SCHWARZ VICE CHAIR 1.00 X X 0 0 0 MARCIA MINTZ SECRETARY 1.00 X X 0 0 0 STUART WACHS PRESIDENT AND CEO 39.00 16.00 X 279213 0 33195 DEBBIE SIEBELS CFO 24.00 16.00 X 0 89030 9674 279213 89030 42869 1 0 1 0 0 57967 3365866 3423833 RENTAL INCOME 532000 1044940 1044940 FACILITY CHARGES 532000 122807 122807 1167747 68258 68258 1250 0 1250 1250 1250 78494 57967 106063 -27569 -27569 MISCELLANEOUS 900099 2659 0 2659 2659 4636178 1168997 0 43348 501760 501760 312408 312408 1163983 587895 277883 298205 125540 56608 51144 17788 52480 35319 17161 42864 42864 104211 38524 65687 67206 7829 7289 52088 51949 21184 16234 14531 430498 344951 31775 53772 16999 16999 651239 651239 71105 71105 REPAIRS AND MAINTENANCE 124449 124449 DUES AND SUBSCRIPTIONS 123403 123403 BANK CHARGES 50403 50403 BAD DEBT EXPENSES 38681 38681 104529 2951 67419 34159 4033707 2337390 1169932 526385 1125257 733714 983557 711252 835266 909386 335452 264205 30000 30000 67458 30289 31983513 9021024 23590872 22962489 5500 414121 312167 208086 27285529 26263542 488511 2596749 3045186 29193 53286 916455 76982 4479345 2727017 X 22719129 23449470 87055 87055 22806184 23536525 27285529 26263542 602471 127870 0 X 0 0 0 X 23187411 3467150 3423833 30078394 23187411 3467150 3423833 30078394 30078394 24773 68258 93031 30171425 1848959 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9037000 9037000 19970552 6266882 13703670 2975961 2754142 221819 22962489 LEASE PAYABLE 76982 76982 X X X X 0 MEGA 115873 57967 57906 9069 57572 15342 21279 MAZALPALOOZA 20588 20588 156 2645 4 136461 57967 78494 9069 57728 15342 23924 106063 -27569 1 JEWISH FEDERATIONS OF NORTH AMERICA 25 BROADWAY SUITE 1700 NEW YORK NY 100041010 131624240 501(C)(3) 120862 LOCAL AND OVERSEAS PROGRAM SUPPORT VALLEY OF THE SUN JEWISH COMMUNITY CENTER 12701 N SCOTTSDALE ROAD 203 SCOTTSDALE AZ 85254 860622258 501(C)(3) 380898 LOCAL SUPPORT 1 1 X 1 1 X X X 0 0 0 0 0 0 0 0 0 STUART WACHS PRESIDENT AND CEO 264586 0 0 0 14627 0 5250 0 27945 0 312408 0 0 0 PART I, LINE 1A AS PRESIDENT/CEO OF BOTH, THE JEWISH COMMUNITY ASSOCIATION OF GREATER PHOENIX (JCC) AND VALLEY OF THE SUN JEWISH COMMUNITY CENTER (VOSJCC), STUART WAS PROVIDED A FREE MEMBERSHIP AT THE VOSJCC, WHICH IS IN THE VOSJCC NORMAL COURSE OF BUSINESS. STUART WACHS PRESIDENT/CEO HOUSING ADVANCE X 30000 30000 0 1 1 30000 DAVID WEINER BOARD MEMBER 358706 INSURANCE BROKER - BECAUSE THE COMMISSION PORTION IS UNKNOWN, THE AMOUNT REPORTED IS THE TOTAL PREMIUMS PAID TO THE INSURANCE COMPANIES ON THE POLICIES FOR WHICH HE IS THE BROKER. 0 FORM 990, PART VI, SECTION A, LINE 8B THE JEWISH COMMUNITY ASSOCIATION OF GREATER PHOENIX DOES NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11 THE RETURN IS REVIEWED BY THE ORGANIZATION'S CFO, AUDIT CHAIR AND CEO PRIOR TO FILING. THE RETURN IS MADE AVAILABLE TO THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE REQUIRED TO FILL OUT A CONFLICT OF INTEREST FORM ANNUALLY. THE FORMS ARE REVIEWED INITIALLY BY THE CFO FOR POTENTIAL CONFLICTS. ANY POTENTIAL CONFLICTS ARE REVIEWED BY THE BOARD OF DIRECTORS. ANY PERSON WITH A CONFLICT IS RESTRICTED FROM VOTING ON RELATED MATTERS WHERE A CONFLICT MAY OCCUR. FORM 990, PART VI, SECTION B, LINE 15A THE OFFICER TEAM RECOMMENDS THE COMPENSATION FOR THE PRESIDENT, CONDUCTS PERIODIC PERFORMANCE REVIEWS OF THE PRESIDENT AND DEVELOPS A PLAN FOR PRESIDENTIAL SUCCESSION. THIS PROCESS WAS LAST CONDUCTED IN 2012. 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. FORM 990 THIS RETURN WAS FILED WITH THE BEST INFORMATION AVAILABLE AT THE TIME. THE ORGANIZATION IS UNDERGOING A FINANCIAL STATEMENT AUDIT AND CHANGES ARE EXPECTED. WE WILL AMEND THE RETURN WITH THE UPDATED INFORMATION WHEN IT BECOMES AVAILABLE. JEWISH COMMUNITY CAMPUS LLC 12701 N SCOTTSDALE RD STE 201 SCOTTSDALE AZ 85254 860096784 MANAGEMENT AZ 1312688 23759854 JEWISH COMMUNITY ASSOCIATION OF GREATER PHOENIX VALLEY OF THE SUN JEWISH COMMUNITY CENTER INC 12701 N SCOTTSDALE RD 203 SCOTTSDALE AZ 85254 860622258 CHARITY AZ 501(C)(3) LINE 11A, I JEWISH COMMUNITY ASSOCIATION OF GREATER PHOENIX 1 0 1 0 0 0 0 0 0 0 1 0 1 0 1 1 1 1 0 0 VALLEY OF THE SUN JEWISH COMMUNITY CENTER INC J 738853 FAIR MARKET VALUE VALLEY OF THE SUN JEWISH COMMUNITY CENTER INC Q 263641 COST VALLEY OF THE SUN JEWISH COMMUNITY CENTER INC O 102877 COST VALLEY OF THE SUN JEWISH COMMUNITY CENTER INC B 380898 COST