JEWISH FEDERATION OF SOUTHERN ARIZONA: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- JEWISH FEDERATION OF SOUTHERN ARIZONA (EIN 86-0096795)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-10-14
- IRS object ID
- 201302879349301000
- Schema version
- 2012v2.1
- 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 I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-10-14T15:23:30-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUDWIG KLEWER & CO PLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4783 E CAMP LOWELL DR | AddressLine1 |
| City | TUCSON | City |
| State | AZ | State |
| ZIP Code | 85712 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 860096795 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWISH FEDERATION OF SOUTHERN | BusinessNameLine1 |
| Business Name Line2 | ARIZONA | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JEWI | NameControl |
| Phone | 5205779393 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3822 E RIVER ROAD 100 | AddressLine1 |
| City | TUCSON | City |
| State | AZ | State |
| ZIP Code | 85718 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STUART MELLAN | Name |
| Title | PRESIDENT AND CEO | Title |
| Phone | 5205779393 | Phone |
| Date Signed | 2013-10-04 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JULIE S KLEWER CPA | Name |
| Phone | 5205450500 | Phone |
| Date Prepared | 2013-10-04 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | KATHRYN UNGER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3822 E RIVER ROAD 100 | AddressLine1 |
| City | TUCSON | City |
| State | AZ | State |
| ZIP Code | 85718 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 4392635 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.JEWISHTUCSON.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1947 | YearFormation |
| State Legal Domicile | AZ | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 114 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 114 | NbrIndependentVotingMembers |
| Total Nbr Employees | 51 | TotalNbrEmployees |
| Total Nbr Volunteers | 500 | TotalNbrVolunteers |
| Total Gross UBI | 310588 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -95669 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 3763630 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 3627643 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 466031 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 715284 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 18748 | InvestmentIncomePriorYear |
| Investment Income Current Year | 8257 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -58109 | OtherRevenuePriorYear |
| Other Revenue Current Year | -32648 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 4190300 | TotalRevenuePriorYear |
| Total Revenue Current Year | 4318536 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 2609866 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 2553944 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1417253 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1475797 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 397596 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 822851 | OtherExpensePriorYear |
| Other Expenses Current Year | 1093760 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 4849970 | TotalExpensesPriorYear |
| Total Expenses Current Year | 5123501 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -659670 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -804965 | RevenuesLessExpensesCY |
| Total Assets BOY | 15470568 | TotalAssetsBOY |
| Total Assets EOY | 15585706 | TotalAssetsEOY |
| Total Liabilities BOY | 437466 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 430239 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 15033102 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 15155467 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 4207366 | Expense |
| Grants | 2553944 | Grants |
| Description | 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 COALITION FOR JEWISH EDUCATION, WHICH OPERATES A HIGH SCHOOL, ADULT EDUCATION, YOUTH PHILANTHROPY AND YOUTH READERSHIP PROGRAMS. - 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. DURING 2012, AN ADDITIONAL FEDERATION OFFICE DIRECTED TOWARD OUTREACH WAS OPENED ON TUCSON'S NORTHWEST SIDE. - THE WEINTRAUB ISRAEL CENTER, WHICH HELPED TO NURTURE THE RELATIONSHIP BETWEEN THE LOCAL COMMUNITY AND THE PEOPLE OF ISRAEL. 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 | Description |
| Total Program Service Expense | 4207366 | 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 | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | false | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | 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 | true | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| 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 | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | true | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 27 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 51 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | 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 |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form1098 C Filed | true | Form1098CFiled |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 114 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 114 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | 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 | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | AMY MERKEL | NamePerson |
| Telephone Number | 5205779393 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3822 E RIVER ROAD 100 | AddressLine1 |
| City | TUCSON | City |
| State | AZ | State |
| ZIP Code | 85718 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (122 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| BEVERLY SANDOCK | ||||||
| DIRECTOR | 1.00 | X | 2275 | 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 | 1.00 | 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 | |
| MICHELLE BLUMENBERG | ||||||
| VIRTUE OF PO | 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 | |
| JENNIFER CASSIUS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JACK COLE | ||||||
| LIFE MEMBER | 1.00 | X | 0 | 0 | 0 | |
| RANDIE COLLIER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| BARRY COREY | ||||||
| LEGAL COUNSE | 1.00 | 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 | ||||||
| VIRTUE OF PO | 1.00 | X | 0 | 0 | 0 | |
| DEANNA EVENCHIK | ||||||
| VICE CHAIR | 2.00 | X | 0 | 0 | 0 | X |
| FERN FEDER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JULIE FELDMAN | ||||||
| SECRETARY | 2.00 | X | 0 | 0 | 0 | X |
| RICHARD FINK | ||||||
| LIFE MEMBER | 1.00 | X | 0 | 0 | 0 | |
| MADELINE FRIEDMAN | ||||||
| VICE CHAIR | 2.00 | X | 0 | 0 | 0 | X |
| 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 | X |
| 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 | |
| PAMELA HEIMAN DUBIN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| NINA ISAAC | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MARCELLE JOFFE | ||||||
| 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 | |
| JEFFREY KATZ | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| KAREN KATZ | ||||||
| LIFE MEMBER | 1.00 | X | 0 | 0 | 0 | |
| GARY KIPPUR | ||||||
| VIRTUE OF PO | 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 | |
| BRENNA LACEY | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ELLYN LANGER | ||||||
| VIRTUE OF PO | 1.00 | X | 0 | 0 | 0 | |
| SHIRA LEDMAN | ||||||
| VIRTUE OF PO | 1.00 | X | 0 | 0 | 0 | |
| LARRY LEIKEN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| CAROLE LEVI | ||||||
| LIFE MEMBER | 1.00 | X | 0 | 0 | 0 | |
| KEN LIGHT | ||||||
| VIRTUE OF PO | 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 | |
| ART MARTIN | ||||||
| VIRTUE OF PO | 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 | |
| DEANNA MYERSON | ||||||
| DIRECTOR | 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 | |
| EDWARD ROGOFF | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| LYNDA ROGOFF | ||||||
| LIFE MEMBER | 1.00 | X | 0 | 0 | 0 | |
| MARK ROSS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MATTHEW ROTHMAN | ||||||
| VIRTUE OF PO | 1.00 | 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 | ||||||
| VIRTUE OF PO | 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 | |
| ANDREW SELEZNOV | ||||||
| DIRECTOR | 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 | ||||||
| DIRECTOR | 1.00 | 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 | ||||||
| VICE CHAIR | 2.00 | X | 0 | 0 | 0 | X |
| 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 | 0 | 0 | 0 | X |
| THOMAS WARNE | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ELIZABETH WEINER SCHULMAN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DIANE WEINTRAUB | ||||||
| VIRTUE OF PO | 1.00 | X | 0 | 0 | 0 | |
| RONALD WEINTRAUB | ||||||
| LIFE MEMBER | 1.00 | X | 0 | 0 | 0 | |
| JIM WEZELMAN | ||||||
| TREASURER | 2.00 | X | 0 | 0 | 0 | X |
| CHARLES WHITEHILL | ||||||
| LIFE MEMBER | 1.00 | X | 0 | 0 | 0 | |
| JAMES WHITEHILL | ||||||
| VIRTUE OF PO | 1.00 | X | 0 | 0 | 0 | |
| CHERYL WORTZEL | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ARTHUR YAVELBERG | ||||||
| VIRTUE OF PO | 1.00 | X | 0 | 0 | 0 | |
| RUTH ZALES | ||||||
| LIFE MEMBER | 1.00 | X | 0 | 0 | 0 | |
| STUART MELLAN | ||||||
| PRESIDENT/CE | 40.00 | 194502 | 0 | 37164 | X | |
| AMY RAMM-MERKEL | ||||||
| CFO | 40.00 | 82690 | 0 | 10774 | X | |
| ROBERT GLASER | ||||||
| TREASURER PA | 0.50 | 0 | 0 | 0 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 279467 | TotalReportableCompFromOrg |
| Total Other Compensation | 47938 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Fundraising Events | 28080 | FundraisingEvents |
| Government Grants | 2178555 | GovernmentGrants |
| All Other Contributions | 1421008 | AllOtherContributions |
| Noncash Contributions | 659886 | NoncashContributions |
| Total Contributions | 3627643 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Unrelated Business RevenueUnrelatedBusinessRevenue | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|---|
| ADVERTISING INCOME | 511120 | 310588 | 310588 | |
| EDUCATION/MISSION REVENUE | 285253 | 285253 | ||
| COMMUNITY EVENTS AND MEETINGS | 68106 | 68106 | ||
| AFFINITY AND CRC PROGRAMMING | 37420 | 37420 | ||
| OUTREACH | 13917 | 13917 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 715284 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 8650 | TotalRevenueColumn |
| Related Or Exempt Function Income | 8650 | RelatedOrExemptFunctionIncome |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 393 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -393 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -393 | TotalRevenueColumn |
| Related Or Exempt Function Income | -393 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 38018 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 28080 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 73706 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -35688 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS INCOME | Description |
| Total Revenue Column | 3040 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3040 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 3040 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4318536 | TotalRevenueColumn |
| Related Or Exempt Function Income | 415993 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 310588 | UnrelatedBusinessRevenue |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2540553 | Total |
| Program Services | 2540553 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13391 | Total |
| Program Services | 13391 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 291492 | Total |
| Program Services | 57554 | ProgramServices |
| Management And General | 173530 | ManagementAndGeneral |
| Fundraising | 60408 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 902048 | Total |
| Program Services | 650351 | ProgramServices |
| Management And General | 82853 | ManagementAndGeneral |
| Fundraising | 168844 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 57505 | Total |
| Program Services | 29031 | ProgramServices |
| Management And General | 17927 | ManagementAndGeneral |
| Fundraising | 10547 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 140694 | Total |
| Program Services | 77417 | ProgramServices |
| Management And General | 39168 | ManagementAndGeneral |
| Fundraising | 24109 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 84058 | Total |
| Program Services | 52130 | ProgramServices |
| Management And General | 16139 | ManagementAndGeneral |
| Fundraising | 15789 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1169 | Total |
| Program Services | 600 | ProgramServices |
| Management And General | 569 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17130 | Total |
| Program Services | 500 | ProgramServices |
| Management And General | 16630 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 118039 | Total |
| Program Services | 93673 | ProgramServices |
| Management And General | 6371 | ManagementAndGeneral |
| Fundraising | 17995 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43506 | Total |
| Program Services | 17844 | ProgramServices |
| Management And General | 515 | ManagementAndGeneral |
| Fundraising | 25147 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 141823 | Total |
| Program Services | 89535 | ProgramServices |
| Management And General | 10954 | ManagementAndGeneral |
| Fundraising | 41334 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 81976 | Total |
| Program Services | 49226 | ProgramServices |
| Management And General | 23143 | ManagementAndGeneral |
| Fundraising | 9607 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30360 | Total |
| Program Services | 16457 | ProgramServices |
| Management And General | 10348 | ManagementAndGeneral |
| Fundraising | 3555 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 122985 | Total |
| Program Services | 68175 | ProgramServices |
| Management And General | 49312 | ManagementAndGeneral |
| Fundraising | 5498 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34222 | Total |
| Program Services | 1048 | ProgramServices |
| Management And General | 33174 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20480 | Total |
| Program Services | 8955 | ProgramServices |
| Management And General | 11525 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| EDUCATION/OUTREACH | 237464 | 237464 | ||
| MISSION EXPENSE | 114999 | 114999 | ||
| MISCELLANEOUS | 44802 | 4110 | 25989 | 14703 |
| AFFINITY CRC | 43953 | 43953 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40852 | Total |
| Program Services | 40400 | ProgramServices |
| Management And General | 392 | ManagementAndGeneral |
| Fundraising | 60 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5123501 | Total |
| Program Services | 4207366 | ProgramServices |
| Management And General | 518539 | ManagementAndGeneral |
| Fundraising | 397596 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1334937 | BOY |
| EOY | 1632353 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1305150 | BOY |
| EOY | 1419214 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2316181 | BOY |
| EOY | 2201934 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 93280 | BOY |
| EOY | 101058 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 379658 | BOY |
| EOY | 324000 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 77632 | BOY |
| EOY | 83391 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 2320709 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1138004 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1181185 | BOY |
| EOY | 1182705 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8064711 | BOY |
| EOY | 8641051 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 717834 | BOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15470568 | BOY |
| EOY | 15585706 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 182506 | BOY |
| EOY | 232683 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 174963 | BOY |
| EOY | 165336 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 79997 | BOY |
| EOY | 21400 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 10820 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 437466 | BOY |
| EOY | 430239 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8306538 | BOY |
| EOY | 8839161 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6576210 | BOY |
| EOY | 6165952 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 150354 | BOY |
| EOY | 150354 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15033102 | BOY |
| EOY | 15155467 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15470568 | BOY |
| EOY | 15585706 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -804965 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 927330 | ReconcilationOtherChanges |
| 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 Consolidated | X | FinancialStatementConsolidated |
| 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 | 4468409 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4317358 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4156839 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3763630 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3627643 | CurrentTaxYear |
| Total | 20333879 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4468409 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4317358 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4156839 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3763630 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3627643 | CurrentTaxYear |
| Total | 20333879 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 3349172 | AmountsSubstContributorsTotal |
| Public Support Total170 | 16984707 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 138552 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 239399 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 992469 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 21385 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8650 | CurrentTaxYear |
| Total | 1400455 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 21734334 | TotalSupport |
| Gross Receipts From Admissions Etc | 3149057 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.78150 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.88800 | 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 | 6069152 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 724248 | InvestmentEarningsOrLosses |
| Other Expenditures | 125034 | OtherExpenditures |
| End Of Year Balance | 6668366 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 6367092 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -4970 | InvestmentEarningsOrLosses |
| Other Expenditures | 292970 | OtherExpenditures |
| End Of Year Balance | 6069152 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5525108 | BeginningOfYearBalance |
| Contributions | 137865 | Contributions |
| Investment Earnings Or Losses | 704119 | InvestmentEarningsOrLosses |
| End Of Year Balance | 6367092 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2165178 | BeginningOfYearBalance |
| Contributions | 2771692 | Contributions |
| Investment Earnings Or Losses | 640622 | InvestmentEarningsOrLosses |
| Other Expenditures | 36110 | OtherExpenditures |
| Administrative Expenses | 16274 | AdministrativeExpenses |
| End Of Year Balance | 5525108 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3128531 | BeginningOfYearBalance |
| Contributions | 55318 | Contributions |
| Investment Earnings Or Losses | -916961 | InvestmentEarningsOrLosses |
| Other Expenditures | 86340 | OtherExpenditures |
| Administrative Expenses | 15370 | AdministrativeExpenses |
| End Of Year Balance | 2165178 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.97750 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.02250 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1025738 | OtherCostOrOtherBasis |
| Book Value | 1025738 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1064076 | OtherCostOrOtherBasis |
| Depreciation | 964470 | Depreciation |
| Book Value | 99606 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 200713 | OtherCostOrOtherBasis |
| Depreciation | 172969 | Depreciation |
| Book Value | 27744 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 30182 | OtherCostOrOtherBasis |
| Depreciation | 565 | Depreciation |
| Book Value | 29617 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1182705 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | POOLED INVESTMENT FUNDS | Description |
| Book Value | 8641051 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 8641051 | TotalOfBookValueSecurities |
| Tot Revenue Etc Audited Fincl Stmt | 5319572 | TotRevenueEtcAuditedFinclStmt |
| Other Revenues | 927330 | OtherRevenues |
| Revenue Not Rptd F990 | 927330 | RevenueNotRptdF990 |
| Revenue Subtotal | 4392242 | RevenueSubtotal |
| Other Revenues Not Included | -73706 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -73706 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 4318536 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 5083558 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 73706 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 73706 | ExpensesNotRptdF990 |
| Expenses Subtotal | 5009852 | ExpensesSubtotal |
| Other Expenses Not Included | 113649 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 113649 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 5123501 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| INTENDED USES FOR ENDOWMENT FUNDS | SCHEDULE D, PAGE 2, PART V, LINE 4 | ENDOWMENT FUNDS ARE USED FOR DONOR RESTRICTED AND FOR BOARD DESIGNATED PURPOSES. |
| LIABILITY UNDER FIN 48 FOOTNOTE | 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. |
| REVENUE AMOUNTS INCLUDED IN FINANCIALS - OTHER | SCHEDULE D, PAGE 4, PART XI, LINE 2D | CHANGE IN BENEFICIAL INTEREST 943,980 AMOUNTS RAISED ON BEHALF OF OTHERS -16,650 |
| REVENUE AMOUNTS INCLUDED ON RETURN - OTHER | SCHEDULE D, PAGE 4, PART XI, LINE 4B | SPECIAL EVENT EXPENSE -73,706 |
| EXPENSE AMOUNTS INCLUDED IN FINANCIALS - OTHER | SCHEDULE D, PAGE 4, PART XII, LINE 2D | SPECIAL EVENT EXPENSE 73,706 |
| EXPENSE AMOUNTS INCLUDED ON RETURN - OTHER | SCHEDULE D, PAGE 4, PART XII, LINE 4B | TRANSFER OF FUNDS TO JCF 113,649 |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | CONNECTIONS | NameOfEvent1 |
| Gross Receipts Event1 | 21175 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 8560 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 12615 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 18719 | OtherDirectExpensesEvent1 |
| Name Of Event2 | MEN'S NIGHT OUT | NameOfEvent2 |
| Gross Receipts Event2 | 12819 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 5550 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 7269 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 9800 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 2 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 20025 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 8870 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 11155 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 35582 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 54019 | GrossReceiptsTotal |
| Charitable Contributions Total | 22980 | CharitableContributionsTotal |
| Gross Revenue Total Events | 31039 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 64101 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 64101 | DirectExpenseSummaryEvents |
| Net Income Summary | -33062 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | false | RecordsMaintained |
Recipient Table RecipientTable (20 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| JEWISH FEDERATION OF GREATER SEATTL | |||||||
| 2031 THIRD AVE | SEATTLE | WA | 981212412 | 910575950 | 501C3 | 16440 | SUPPORT OF MISSION |
| JEWISH FEDERATIONS OF NORTH AMERICA | |||||||
| 25 BROADWAY SUITE 1700 | NEW YORK | NY | 100041010 | 131624240 | 501C3 | 784025 | SUPPORT OF MISSION |
| JEWISH AGENCY FOR ISRAEL | |||||||
| 633 THIRD AVE 21ST FLOOR | NEW YORK | NY | 10017 | 500500046 | 501C3 | 102368 | SUPPORT OF ISRAEL |
| TEMPLE BETH-EL OF NORTHBROOK | |||||||
| 3610 DUNDEE RD | NORTHBROOK | IL | 60062 | 362261619 | 5925 | SUPPORT OF MISSION | |
| THE BIRTHRIGHT ISRAEL FOUNDATION | |||||||
| 33 EAST 33 STREET 7TH FLOOR | NEW YORK | NY | 10016 | 134092050 | 501C3 | 72714 | SUPPORT OF MISSION |
| AMERICAN JEWISH JOINT DISTRIBUTION | |||||||
| 711 THIRD AVE 10TH FLOOR | NEW YORK | NY | 10017 | 131656634 | 45000 | SUPPORT OF MISSION | |
| BBYOPASSPORT TO THE WORLD | |||||||
| 12701 N SCOTTSDALE RD SUITE 203 | SCOTTSDALE | AZ | 85254 | 311794932 | 501C3 | 7500 | SUPPORT OF MISSION |
| HILLEL FOUNDATION | |||||||
| 1245 E 2ND STREET | TUCSON | AZ | 85719 | 866053800 | 501C3 | 120481 | SUPPORT OF MISSION |
| HOMER DAVIS PROJECT | |||||||
| 4250 N ROMERO RD | TUCSON | AZ | 85705 | 866003684 | 16821 | SUPPORT OF MISSION | |
| CONGREGATION ANSHEI ISRAEL | |||||||
| 5550 E 5TH ST | TUCSON | AZ | 85711 | 860117384 | 9316 | SUPPORT OF MISSION | |
| CONGREGATION CHAVERIM | |||||||
| 5901 E 2ND ST | TUCSON | AZ | 85711 | 860391444 | 5007 | SUPPORT OF MISSION | |
| CONGREGATION OR CHADASH | |||||||
| 3939 N ALVERNON WAY | TUCSON | AZ | 85718 | 860836569 | 14161 | SUPPORT OF MISSION | |
| HANDMAKER JEWISH SERVICES | |||||||
| 2221 N ROSEMONT BLVD | TUCSON | AZ | 85718 | 860626077 | 501C3 | 109284 | SUPPORT OF MISSION |
| JEWISH FAMILY AND CHILDREN SERVICES | |||||||
| 4301 E 5TH ST | TUCSON | AZ | 85711 | 860623896 | 501C3 | 487762 | SUPPORT OF MISSION |
| JEWISH HISTORY MUSEUM | |||||||
| PO BOX 889 | TUCSON | AZ | 85702 | 860762311 | 501C3 | 10330 | SUPPORT OF MISSION |
| TEMPLE EMANU-EL | |||||||
| 225 N COUNTRY CLUB | TUCSON | AZ | 85716 | 860117389 | 28704 | SUPPORT OF MISSION | |
| TUCSON HEBREW ACADEMY | |||||||
| 3888 E RIVER RD | TUCSON | AZ | 85718 | 860274412 | 501C3 | 294192 | SUPPORT OF MISSON |
| TUCSON JEWISH COMMUNITY CENTER | |||||||
| 3800 E RIVER RD | TUCSON | AZ | 85718 | 860183578 | 501C3 | 278150 | SUPPORT OF MISSION |
| UNIVERSITY OF AZ FOUNDATION | |||||||
| 1111 N CHERRY AVE PO BOX 210109 | TUCSON | AZ | 857210109 | 866050388 | 11000 | SUPPORT OF MISSION | |
| THE JEWISH COMMUNITY FOUNDATION | |||||||
| 3567 E SUNRISE DR SUITE 143 | TUCSON | AZ | 85718 | 860718936 | 501C3 | 113649 | SUPPORT OF MISSION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 12 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 8 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIPS AND AWARDS | TypeOfGrant |
| Number Of Recipients | 20 | NumberOfRecipients |
| Amount Of Cash Grant | 13391 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS INSIDE THE UNITED STATES | 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. |
| ADDITIONAL INFORMATION | 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. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Discretionary Spending Account | X | DiscretionarySpendingAccount |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | false | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| 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 |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | STUART MELLAN | NamePerson |
| Title | PRESIDENTCEO | Title |
| Base Compensation Filing Org | 194502 | BaseCompensationFilingOrg |
| Deferred Comp Filing Org | 31299 | DeferredCompFilingOrg |
| Nontaxable Benefits Filing Org | 5865 | NontaxableBenefitsFilingOrg |
| Total Compensation Filing Org | 231666 | TotalCompensationFilingOrg |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| FRINGE OR EXPENSE EXPLANATION | 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. |
| OTHER ADDITIONAL INFORMATION | SCHEDULE J, PART III | FORMER DIRECTOR BEVERLY SANDOCK RESIGNED FROM THE BOARD PRIOR TO BEING HIRED AS A CONSULTANT WITH THE FEDERATION. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 23 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 659436 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
Securities Miscellaneous SecuritiesMiscellaneous
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 450 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SUPPLEMENTAL INFORMATION | Identifier |
| Return Reference | SCHEDULE M, PAGE 2, PART II | ReturnReference |
| Explanation | THE FEDERATION RECEIVED 23 CONTRIBUTIONS OF SECURITIES AND ONE CONTRIBUTION FOR MISCELLANEOUS SECURITIES. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATION'S MISSION | 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. |
| FIRST ACCOMPLISHMENT DESCRIPTION | FORM 990, PAGE 2, PART III, LINE 4A | THE FEDERATION'S PROGRAM ARMS INCLUDE: - THE COALITION FOR JEWISH EDUCATION, WHICH OPERATES A HIGH SCHOOL, ADULT EDUCATION, YOUTH PHILANTHROPY AND YOUTH READERSHIP PROGRAMS. - 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. DURING 2012, AN ADDITIONAL FEDERATION OFFICE DIRECTED TOWARD OUTREACH WAS OPENED ON TUCSON'S NORTHWEST SIDE. - THE WEINTRAUB ISRAEL CENTER, WHICH HELPED TO NURTURE THE RELATIONSHIP BETWEEN THE LOCAL COMMUNITY AND THE PEOPLE OF ISRAEL. 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 |
| RELATED PARTY INFORMATION AMONG OFFICERS | 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 VIRTUE OF PO 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 KATZ-JEFFREY DIRECTOR MARRIED TO KAREN KATZ KIPPUR-GARY VIRTUE OF PO SIBLING TO STEVE KIPPUR LACEY-BRENNA DIRECTOR MARRIED TO STEPHEN RODGVELLER LIGHTMAN-STEVEN LIFE MEMBER NEPHEW TO PAUL BAKER ROGOFF-EDWARD DIRECTOR MARRIED TO LYNDA ROGOFF 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 VOP MARRIED TO RONALD WEINTRAUB WHITEHILL-CHARLES LIFE MEMBER PARENT OF JAMES WHITEHILL WHITEHILL-JAMES VOP IN-LAW TO KERI SILVYN |
| ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 | 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. THE ENTIRE TAX RETURN WILL BE PRESENTED AND ADOPTED BY THE BOARD BEFORE IT IS SIGNED AND SUBMITTED. |
| ENFORCEMENT OF CONFLICTS POLICY | FORM 990, PAGE 6, PART VI, LINE 12C | ALL BOARD MEMBERS ARE ANNUALLY REQUESTED TO COMPLETE A QUESTIONNAIRE AND DISCLOSE ANY CONFLICTS. |
| COMPENSATION PROCESS FOR TOP OFFICIAL | 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. |
| COMPENSATION PROCESS FOR OFFICERS | 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. |
| GOVERNING DOCUMENTS DISCLOSURE EXPLANATION | 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. |
| ADDITIONAL INFORMATION | FORM 990, PART XI | CHANGE IN BENEFICIAL INTEREST 943,980 LESS AMOUNTS RAISED ON BEHALF OF OTHERS 16,650 LINE 9 - TOTAL CHANGE IN NET ASSETS = 927,330 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWISH COMMUNITY FNDN OF SO AZ | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3567 E SUNRISE DR SUITE 143 | AddressLine1 |
| City | TUCSON | City |
| State | AZ | State |
| ZIP Code | 85718 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 860718936 | EIN |
| Primary Activities | CHARITABLE | PrimaryActivities |
| Legal Domicile State | AZ | LegalDomicileState |
| Exempt Code Section | 501C3 | ExemptCodeSection |
| Public Charity Status | 7 | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | false | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | false | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JEWISH COMMUNITY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | B | TransactionType |
| Amount Involved | 113649 | AmountInvolved |
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