2013-10-14T15:23:30-05:00 2012-12-31 LUDWIG KLEWER & CO PLLC 4783 E CAMP LOWELL DR TUCSON AZ 85712 990 2012-01-01 860096795 JEWISH FEDERATION OF SOUTHERN ARIZONA JEWI 5205779393 3822 E RIVER ROAD 100 TUCSON AZ 85718 STUART MELLAN 5205779393 2013-10-04 JULIE S KLEWER CPA 5205450500 2013-10-04 2012 2016-02-25 16:41:14Z KATHRYN UNGER 3822 E RIVER ROAD 100 TUCSON AZ 85718 4392635 false X WWW.JEWISHTUCSON.ORG X 1947 AZ GUIDED BY THE JEWISH VALUES OF TZEDAKAH (RIGHTEOUS GIVING), CHESED (LOVING KINDNESS), AND TIKKUN OLAM (REPAIRING OF THE WORLD), WE BRING THE JEWISH COMMUNITY TOGETHER TO HELP THOSE IN NEED TO STRENGTHEN AND PRESERVE THE JEWISH PEOPLE AT HOME AND AROUND THE WORLD. THE FEDERATION SERVES AS THE FUNDRAISING, ADMINISTRATIVE AND PLANNING ORGANIZATION FOR VARIOUS RELATED SOCIAL SERVICE AND EDUCATIONAL AGENCIES SERVING THE TUCSON COMMUNITY, WITH SPECIAL EMPHASIS ON THE JEWISH COMMUNITY. THE FEDERATION ALSO INCLUDES THE OPERATIONS OF THE ARIZONA JEWISH POST (POST) WHICH PUBLISHES A COMUNITY- WIDE NEWSPAPER REPORTING ON AND DIRECTED TOWARD THE TUCSON JEWISH COMMUNITY. 114 114 51 500 310588 -95669 3763630 3627643 466031 715284 18748 8257 -58109 -32648 4190300 4318536 2609866 2553944 0 1417253 1475797 0 397596 822851 1093760 4849970 5123501 -659670 -804965 15470568 15585706 437466 430239 15033102 15155467 X GUIDED BY THE JEWISH VALUES OF TZEDAKAH (RIGHTEOUS GIVING), CHESED (LOVING KINDNESS), AND TIKKUN OLAM (REPAIRING OF THE WORLD), WE BRING THE JEWISH COMMUNITY TOGETHER TO HELP THOSE IN NEED TO STRENGTHEN AND PRESERVE THE JEWISH PEOPLE AT HOME AND AROUND THE WORLD. THE FEDERATION SERVES AS THE FUNDRAISING, ADMINISTRATIVE AND PLANNING ORGANIZATION FOR VARIOUS RELATED SOCIAL SERVICE AND EDUCATIONAL AGENCIES SERVING THE TUCSON COMMUNITY, WITH SPECIAL EMPHASIS ON THE JEWISH COMMUNITY. THE FEDERATION ALSO INCLUDES THE OPERATIONS OF THE ARIZONA JEWISH POST (POST) WHICH PUBLISHES A COMUNITY- WIDE NEWSPAPER REPORTING ON AND DIRECTED TOWARD THE TUCSON JEWISH COMMUNITY. false false 4207366 2553944 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 4207366 true true false false false false false false false true true true false false false true false true false false false false false false true false false true true true false false false false false false false false true true false false false true false false false true 27 0 true 51 true true true false false false false true true false false false true false X 114 114 true false false false false false false true true false false true true true true true true true true false AZ X X AMY MERKEL 5205779393 3822 E RIVER ROAD 100 TUCSON AZ 85718 BEVERLY SANDOCK 1.00 X 2275 0 0 BRUCE ASH 1.00 X 0 0 0 MARICA ABELSON 1.00 X 0 0 0 ALAIN AVIGDOR 1.00 X 0 0 0 DON BAKER 1.00 X 0 0 0 PAUL BAKER 1.00 X 0 0 0 RACHAEL BAKER 1.00 X 0 0 0 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HEIMAN DUBIN 1.00 X 0 0 0 NINA ISAAC 1.00 X 0 0 0 MARCELLE JOFFE 1.00 X 0 0 0 JOHN JUDIN 1.00 X 0 0 0 ELIZABETH KANTER GROSKIND 1.00 X 0 0 0 CAROL KARSCH 1.00 X 0 0 0 DANIEL KARSCH 1.00 X 0 0 0 FRAN KATZ 1.00 X 0 0 0 JEFF KATZ 1.00 X 0 0 0 JEFFREY KATZ 1.00 X 0 0 0 KAREN KATZ 1.00 X 0 0 0 GARY KIPPUR 1.00 X 0 0 0 STEVE KIPPUR 1.00 X 0 0 0 SHARON KLEIN 1.00 X 0 0 0 JANE KIVEL 1.00 X 0 0 0 RONALD KOLKER 1.00 X 0 0 0 BRENNA LACEY 1.00 X 0 0 0 ELLYN LANGER 1.00 X 0 0 0 SHIRA LEDMAN 1.00 X 0 0 0 LARRY LEIKEN 1.00 X 0 0 0 CAROLE LEVI 1.00 X 0 0 0 KEN LIGHT 1.00 X 0 0 0 STEVEN LIGHTMAN 1.00 X 0 0 0 GLORIA LINDEN 1.00 X 0 0 0 ART MARTIN 1.00 X 0 0 0 JENNIFER MILLER GRANT 1.00 X 0 0 0 DONNA MOSER 1.00 X 0 0 0 DEANNA MYERSON 1.00 X 0 0 0 ESSIE NADLER 1.00 X 0 0 0 JERRY NATHANSON 1.00 X 0 0 0 JERRY NEUMAN 1.00 X 0 0 0 CAREN NEWMAN 1.00 X 0 0 0 TERRY PERL 1.00 X 0 0 0 DAVID PLOTKIN 1.00 X 0 0 0 SHELLEY JO POZEZ 1.00 X 0 0 0 BOBBY PRESENT 1.00 X 0 0 0 JILL RICH 1.00 X 0 0 0 STEPHEN RODGVELLER 1.00 X 0 0 0 RACHAEL RIVERA 1.00 X 0 0 0 EDWARD ROGOFF 1.00 X 0 0 0 LYNDA ROGOFF 1.00 X 0 0 0 MARK ROSS 1.00 X 0 0 0 MATTHEW ROTHMAN 1.00 X 0 0 0 JILL ROSENZWEIG 1.00 X 0 0 0 MARTHA SAMPSON 1.00 X 0 0 0 THOMAS SAYLER-BROWN 1.00 X 0 0 0 IRENE SARVER 1.00 X 0 0 0 S LEONARD SCHEFF 1.00 X 0 0 0 ERIC SCHINDLER 1.00 X 0 0 0 HOWARD SCHWARTZ 1.00 X 0 0 0 LEX SEARS 1.00 X 0 0 0 ANDREW SELEZNOV 1.00 X 0 0 0 JANET SELTZER 1.00 X 0 0 0 STEVEN SELTZER 1.00 X 0 0 0 ANDY SHATKEN 1.00 X 0 0 0 ESTHER SHERBERG 1.00 X 0 0 0 SHELLY SILVERMAN 1.00 X 0 0 0 KERI SILVYN 1.00 X 0 0 0 JERRY SONENBLICK 1.00 X 0 0 0 ALVIN STERN 1.00 X 0 0 0 CAROL STERN 1.00 X 0 0 0 JOYCE STUEHRINGER 2.00 X X 0 0 0 MERYL TISCHLER 1.00 X 0 0 0 GERRY TUMARKIN 1.00 X 0 0 0 LINDA TUMARKIN 1.00 X 0 0 0 KATHRYN UNGER 5.00 X X 0 0 0 THOMAS WARNE 1.00 X 0 0 0 ELIZABETH WEINER SCHULMAN 1.00 X 0 0 0 DIANE WEINTRAUB 1.00 X 0 0 0 RONALD WEINTRAUB 1.00 X 0 0 0 JIM WEZELMAN 2.00 X X 0 0 0 CHARLES WHITEHILL 1.00 X 0 0 0 JAMES WHITEHILL 1.00 X 0 0 0 CHERYL WORTZEL 1.00 X 0 0 0 ARTHUR YAVELBERG 1.00 X 0 0 0 RUTH ZALES 1.00 X 0 0 0 STUART MELLAN 40.00 X 194502 0 37164 AMY RAMM-MERKEL 40.00 X 82690 0 10774 ROBERT GLASER 0.50 X 0 0 0 279467 47938 1 false true false 28080 2178555 1421008 659886 3627643 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 715284 8650 8650 393 -393 -393 -393 38018 28080 73706 -35688 MISCELLANEOUS INCOME 3040 3040 3040 4318536 415993 310588 2540553 2540553 13391 13391 291492 57554 173530 60408 902048 650351 82853 168844 57505 29031 17927 10547 140694 77417 39168 24109 84058 52130 16139 15789 1169 600 569 17130 500 16630 118039 93673 6371 17995 43506 17844 515 25147 141823 89535 10954 41334 81976 49226 23143 9607 30360 16457 10348 3555 122985 68175 49312 5498 34222 1048 33174 20480 8955 11525 EDUCATION/OUTREACH 237464 237464 MISSION EXPENSE 114999 114999 MISCELLANEOUS 44802 4110 25989 14703 AFFINITY CRC 43953 43953 40852 40400 392 60 5123501 4207366 518539 397596 1334937 1632353 1305150 1419214 2316181 2201934 93280 101058 379658 324000 77632 83391 2320709 1138004 1181185 1182705 8064711 8641051 717834 15470568 15585706 182506 232683 174963 165336 79997 21400 10820 437466 430239 X 8306538 8839161 6576210 6165952 150354 150354 15033102 15155467 15470568 15585706 X -804965 927330 X false true X true false X 4468409 4317358 4156839 3763630 3627643 20333879 4468409 4317358 4156839 3763630 3627643 20333879 3349172 16984707 138552 239399 992469 21385 8650 1400455 21734334 3149057 0.78150 0.88800 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6069152 724248 125034 6668366 6367092 -4970 292970 6069152 5525108 137865 704119 6367092 2165178 2771692 640622 36110 16274 5525108 3128531 55318 -916961 86340 15370 2165178 0.97750 0.02250 false false 1025738 1025738 1064076 964470 99606 200713 172969 27744 30182 565 29617 1182705 POOLED INVESTMENT FUNDS 8641051 F 8641051 5319572 927330 927330 4392242 -73706 -73706 4318536 5083558 73706 73706 5009852 113649 113649 5123501 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 CONNECTIONS 21175 8560 12615 18719 MEN'S NIGHT OUT 12819 5550 7269 9800 2 20025 8870 11155 35582 54019 22980 31039 64101 64101 -33062 false 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 12 8 SCHOLARSHIPS AND AWARDS 20 13391 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. X X true false X X X X X false false false false false false false false false STUART MELLAN 194502 31299 5865 231666 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. X 23 659436 FAIR MARKET VALUE X 1 450 FAIR MARKET VALUE false false false SUPPLEMENTAL INFORMATION SCHEDULE M, PAGE 2, PART II THE FEDERATION RECEIVED 23 CONTRIBUTIONS OF SECURITIES AND ONE CONTRIBUTION FOR MISCELLANEOUS SECURITIES. 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 JEWISH COMMUNITY FNDN OF SO AZ 3567 E SUNRISE DR SUITE 143 TUCSON AZ 85718 860718936 CHARITABLE AZ 501C3 7 NA false false true false false false false false false false false false false false false false false false false false THE JEWISH COMMUNITY FOUNDATION B 113649