JEWISH FEDERATION OF ORANGE COUNTY: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- JEWISH FEDERATION OF ORANGE COUNTY (EIN 95-2407026)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-14
- IRS object ID
- 201313189349308021
- 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 F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-14T16:03:22-08:00 | 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 | ONISKO & SCHOLZ LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5000 E SPRING ST STE 200 | AddressLine1 |
| City | LONG BEACH | City |
| State | CA | State |
| ZIP Code | 908155215 | 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 | 952407026 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWISH FEDERATION & FAMILY SERVICES | BusinessNameLine1 |
| Business Name Line2 | ORANGE COUNTY | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JEWI | NameControl |
| Phone | 9494353484 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 FEDERATION WAY | AddressLine1 |
| City | IRVINE | City |
| State | CA | State |
| ZIP Code | 92603 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Shalom Elcott | Name |
| Title | President & CEO | Title |
| Date Signed | 2013-11-14 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Paul P Scholz CPA | Name |
| PTIN | P00292985 | PTIN |
| Phone | 5624203100 | Phone |
| 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) |
|---|---|---|
| Gross Receipts | 6122932 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| All Affiliates Included | false | AllAffiliatesIncluded |
| Organization501c3 | X | Organization501c3 |
| Web Site | JEWISHORANGECOUNTY.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1966 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | The organization brings together the people, the partners and the resources to care for people in need, to build a vibrant community and to sustain and enhance Jewish life. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 55 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 53 | NbrIndependentVotingMembers |
| Total Nbr Employees | 52 | TotalNbrEmployees |
| Total Nbr Volunteers | 780 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 4827425 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 5554035 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 76641 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 129731 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 63625 | InvestmentIncomePriorYear |
| Investment Income Current Year | 73496 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -23617 | OtherRevenuePriorYear |
| Other Revenue Current Year | -67106 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 4944074 | TotalRevenuePriorYear |
| Total Revenue Current Year | 5690156 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1520814 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1525662 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1860348 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 2414752 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 421663 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1381306 | OtherExpensePriorYear |
| Other Expenses Current Year | 1671160 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 4762468 | TotalExpensesPriorYear |
| Total Expenses Current Year | 5611574 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 181606 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 78582 | RevenuesLessExpensesCY |
| Total Assets BOY | 5666073 | TotalAssetsBOY |
| Total Assets EOY | 5630258 | TotalAssetsEOY |
| Total Liabilities BOY | 697247 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 458224 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 4968826 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 5172034 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | The mission of the organization is to bring together the people, the partners and the resources to care for people in need, to build a vibrant community and to sustain and enhance Jewish life. The organization supports Jewish education for all ages; lifelines for people in crisis; transportation, care and connections for seniors; campus and community leadership development; thriving Jewish culture in Orange County; and strong bonds with the community in Israel. JFFS provides our community members with numerous options for service, philanthropy and leadership, and offers a range of human services and educational opportunities. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 1655769 | Expense |
| Grants | 296573 | Grants |
| Description | Community Outreach Grants and Programs built leadership on our college campuses through advocacy training, mentoring, conferences and experimental learning serving 3 college campuses in Orange County, supporting 15 student programs, and assisting 42 students with grants. Outreach programs also enable members of our community to explore a range of Jewish cultural activities for all ages, such as the annual community-wide Israel Expo event which had 10,000 attendees. Outreach programs also connect our community with Jews in need through the United States and overseas and provides our congregations with support for innovative outreach programming. JFFS supported 12 congregational programs with grants.(Revenue number above does not include pledge revenue or third-party grants) | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1341749 | Expense |
| Grants | 232420 | Grants |
| Revenue | 129731 | Revenue |
| Description | Social service grants and programs ensure the quality of life for most vulnerable members of the community: seniors (for whom grants underwrite transportation, home care, and social programs to maintain seniors' and Holocaust survivors' connection to the Jewish community); children and adults with special needs (physical disabilities, Down Syndrome, autism, and other developmental challenges); individuals and families in crisis (who benefit from financial empowerment programs, counseling, case management and emergency support). JFFS served 4,684 clients in 2012; conducted 4,597 one-on-one or group sessions with clients in all program areas; and provided 15,417 rides to seniors and people with disabilities; reimbursed Holocaust survivors for 13,683 hours of home care. (Revenue number above does not include pledge revenue or third-party grants) | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1151657 | Expense |
| Grants | 681051 | Grants |
| Description | Education Programs and Grants: Programs to support Jewish education span all ages and denominations in our community. Education grants support camperships and preschool scholarships for Jewish children; after-school and summer education programs for youth and teens; Jewish day schools whose student population range from kindergarten through 12th grade; Jewish identity and leadership preparation for teens; adult Jewish learning programs; and continuing Jewish education for seniors. JFFS awarded 267 educational grants to applicants with an average grant of $534 per recipient and funded 97% of all applicants. PJ Library, a preschool program, awarded 12 books per year to 649 households with preschool children. 79 volunteers involved in Reading Partners, a volunteer-led literacy program in 72 K-3 classrooms in 16 Orange County public schools, helped children learn to read, so they can read to learn.(Revenue number above does not include pledge revenue or third-party grants) | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 740396 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 315618 | TotalOfOtherProgramServiceGrnt |
| Total Program Service Expense | 4889571 | 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 | true | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | true | 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 |
| 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 | true | 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 | 43 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 52 | 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 | false | QuidProQuoContributions |
| 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 | true | 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 | 55 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 53 | 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 | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | 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 | CA | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | DENISE MAILMAN | NamePerson |
| Telephone Number | 9494353484 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 FEDERATION WAY 210 | AddressLine1 |
| City | IRVINE | City |
| State | CA | State |
| ZIP Code | 92603 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (56 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| Yael Aronoff | ||||||||
| Director | 0.20 | 0.00 | X | 0 | 0 | 0 | ||
| Lilian Heller Conrad | ||||||||
| board emeritus | 0.20 | 0.00 | X | 0 | 0 | 0 | ||
| Stuart Wolfe | ||||||||
| Director | 0.20 | 0.00 | X | 0 | 0 | 0 | ||
| Deborah Siminou | ||||||||
| Director | 0.20 | 0.00 | X | 0 | 0 | 0 | ||
| Louis Weiss | ||||||||
| ex-officer | 0.20 | 0.00 | X | 0 | 0 | 0 | ||
| Sharon Weidberg | ||||||||
| Director | 0.20 | 0.00 | X | 0 | 0 | 0 | ||
| Michele Walot | ||||||||
| Director | 0.20 | 0.00 | X | 0 | 0 | 0 | ||
| Alisa Merage | ||||||||
| Director | 0.20 | 0.00 | X | 0 | 0 | 0 | ||
| Steven Shill | ||||||||
| Director | 0.20 | 0.00 | X | 0 | 0 | 0 | ||
| Michael Reznick | ||||||||
| Vice chair | 1.00 | 0.00 | X | 0 | 0 | 0 | X | |
| Bernie Labowitz | ||||||||
| Director | 0.20 | 0.00 | X | 0 | 0 | 0 | ||
| Karen Raab | ||||||||
| Director | 0.20 | 0.00 | X | 0 | 0 | 0 | ||
| Dr Harold Kravitz | ||||||||
| Board emeritus | 0.20 | 0.00 | X | 0 | 0 | 0 | ||
| Dennis Klarin | ||||||||
| Director | 0.20 | 0.00 | X | 0 | 0 | 0 | ||
| Ellia Kassoff | ||||||||
| Director | 0.20 | 0.00 | X | 0 | 0 | 0 | ||
| Bryan Pepper | ||||||||
| Director | 0.20 | 0.00 | X | 0 | 0 | 0 | ||
| Howard Mirowitz | ||||||||
| Treasurer | 1.00 | 0.00 | X | 0 | 0 | 0 | X | |
| Dr Jeff Glass | ||||||||
| Director | 0.20 | 0.00 | X | 0 | 0 | 0 | ||
| Gali Glantz | ||||||||
| Director | 0.20 | 0.00 | X | 0 | 0 | 0 | ||
| Gerald Werksman | ||||||||
| Ex-officer | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| Henry Cohen | ||||||||
| Director | 0.20 | 0.00 | X | 0 | 0 | 0 | ||
| Adeline Cohen | ||||||||
| Board Emeritus | 0.20 | 0.00 | X | 0 | 0 | 0 | ||
| Pamela Chozen | ||||||||
| Director | 0.20 | 0.00 | X | 0 | 0 | 0 | ||
| Gideon Bernstein | ||||||||
| community leade | 0.20 | 0.00 | X | 0 | 0 | 0 | ||
| Mark Berman | ||||||||
| Director | 0.20 | 0.00 | X | 0 | 0 | 0 | ||
| James Weiss | ||||||||
| Secretary | 1.00 | 0.00 | X | 0 | 0 | 0 | ||
| David Stoll | ||||||||
| Director | 0.20 | 0.00 | X | 0 | 0 | 0 | ||
| Adrienne Matros | ||||||||
| Director | 0.20 | 0.00 | X | 0 | 0 | 0 | ||
| Adam Newman | ||||||||
| Director | 0.20 | 0.00 | X | 0 | 0 | 0 | ||
| Melvin Lipson | ||||||||
| Director | 0.20 | 0.00 | X | 0 | 0 | 0 | ||
| Ann Moskowitz | ||||||||
| Director | 0.20 | 0.00 | X | 0 | 0 | 0 | ||
| Gary Kramer | ||||||||
| Director | 0.20 | 0.00 | X | 0 | 0 | 0 | ||
| Carl Katz | ||||||||
| Director | 0.20 | 0.00 | X | 0 | 0 | 0 | ||
| Daniel Koblin | ||||||||
| Vice chair | 1.00 | 0.00 | X | 0 | 0 | 0 | X | |
| Beverly Jacobs | ||||||||
| Director | 0.20 | 0.00 | X | 0 | 0 | 0 | ||
| Susan Glass | ||||||||
| Director | 0.20 | 0.00 | X | 0 | 0 | 0 | ||
| Rabbi Dovid Eliezrie | ||||||||
| Director | 0.20 | 0.00 | X | 0 | 0 | 0 | ||
| Debbie Margolis | ||||||||
| Vice Chair | 2.00 | 0.00 | X | 0 | 0 | 0 | X | |
| Ann Miller | ||||||||
| Vice Chair | 0.40 | 0.00 | X | 0 | 0 | 0 | X | |
| Sam Wyman | ||||||||
| Vice Chair | 0.40 | 0.00 | X | 0 | 0 | 0 | X | |
| Cindy Furst | ||||||||
| Director | 0.40 | 0.00 | X | 0 | 0 | 0 | ||
| Zev Brooks | ||||||||
| Director | 0.40 | 0.00 | X | 0 | 0 | 0 | ||
| Blossom Siegel | ||||||||
| Vice Chair | 0.40 | 0.00 | X | 0 | 0 | 0 | X | |
| Michael Stoll | ||||||||
| Vice Chair | 3.00 | 0.00 | X | 0 | 0 | 0 | X | |
| Lauren Klein | ||||||||
| Director | 0.40 | 0.00 | X | 0 | 0 | 0 | X | |
| Philip Waldman | ||||||||
| Chairman of BOD | 5.00 | 0.00 | X | 0 | 0 | 0 | X | |
| Steven Fainbarg | ||||||||
| Director | 0.40 | 0.00 | X | 0 | 0 | 0 | ||
| Frank Ellis | ||||||||
| Vice Chair | 2.00 | 0.00 | X | 0 | 0 | 0 | X | |
| Deborah Berg | ||||||||
| Director | 0.40 | 0.00 | X | 0 | 0 | 0 | X | |
| Kenneth Beard | ||||||||
| Vice Chair | 3.00 | 0.00 | X | 0 | 0 | 0 | X | |
| Jodi Greenbaum | ||||||||
| Vice Chair | 0.40 | 0.00 | X | 0 | 0 | 0 | X | |
| David Weinberg | ||||||||
| Vice Chair | 0.40 | 0.00 | X | 0 | 0 | 0 | X | |
| Philip Kaplan | ||||||||
| Vice chair | 2.00 | 0.00 | X | 0 | 0 | 0 | ||
| Jasna Baron | ||||||||
| CFO | 40.00 | 0.00 | 90571 | 0 | 14309 | X | ||
| Shalom Elcott | ||||||||
| President & CEO | 40.00 | 0.00 | 247504 | 0 | 49721 | X | ||
| Kathleen Mellon | ||||||||
| Developmt Director | 40.00 | 0.00 | 115638 | 0 | 16341 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 453713 | TotalReportableCompFromOrg |
| Total Other Compensation | 80371 | 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 |
| Fundraising Events | 163949 | FundraisingEvents |
| Government Grants | 304548 | GovernmentGrants |
| All Other Contributions | 5085538 | AllOtherContributions |
| Noncash Contributions | 186727 | NoncashContributions |
| Total Contributions | 5554035 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|
| Senior transportation | 46048 | 46048 |
| Emergency & Special needs | 7943 | 7943 |
| Counseling service | 42748 | 42748 |
| Care management | 32992 | 32992 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 129731 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 73764 | TotalRevenueColumn |
| Exclusion | $73,764 | 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 | 144560 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 144828 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -268 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -268 | TotalRevenueColumn |
| Exclusion | -$268 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 210464 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 163949 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 287948 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -77484 | TotalRevenueColumn |
| Exclusion | -$77,484 | 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 |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Project fees - various | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 10378 | TotalRevenueColumn |
| Related Or Exempt Function Income | 10378 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 10378 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5690156 | TotalRevenueColumn |
| Related Or Exempt Function Income | 140109 | RelatedOrExemptFunctionIncome |
| Exclusion | -$3,988 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1142814 | Total |
| Program Services | 1142814 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 340680 | Total |
| Program Services | 340680 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42168 | Total |
| Program Services | 42168 | ProgramServices |
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 | 402105 | Total |
| Program Services | 169058 | ProgramServices |
| Management And General | 76748 | ManagementAndGeneral |
| Fundraising | 156299 | 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 | 1689010 | Total |
| Program Services | 1588152 | ProgramServices |
| Management And General | 8240 | ManagementAndGeneral |
| Fundraising | 92618 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 62240 | Total |
| Program Services | 57950 | ProgramServices |
| Management And General | 220 | ManagementAndGeneral |
| Fundraising | 4070 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 111666 | Total |
| Program Services | 107755 | ProgramServices |
| Management And General | -828 | ManagementAndGeneral |
| Fundraising | 4739 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 149731 | Total |
| Program Services | 116221 | ProgramServices |
| Management And General | 8265 | ManagementAndGeneral |
| Fundraising | 25245 | 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 | 750 | Total |
| Management And General | 750 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34376 | Total |
| Program Services | 5613 | ProgramServices |
| Management And General | 27706 | ManagementAndGeneral |
| Fundraising | 1057 | Fundraising |
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 | 0 | Total |
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 | 92665 | Total |
| Program Services | 87700 | ProgramServices |
| Management And General | 338 | ManagementAndGeneral |
| Fundraising | 4627 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 87108 | Total |
| Program Services | 52526 | ProgramServices |
| Management And General | 34582 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 141929 | Total |
| Program Services | 80085 | ProgramServices |
| Management And General | 59595 | ManagementAndGeneral |
| Fundraising | 2249 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 201346 | Total |
| Program Services | 180597 | ProgramServices |
| Management And General | 13831 | ManagementAndGeneral |
| Fundraising | 6918 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27357 | Total |
| Program Services | 24137 | ProgramServices |
| Management And General | 315 | ManagementAndGeneral |
| Fundraising | 2905 | Fundraising |
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 | 35555 | Total |
| Program Services | 29608 | ProgramServices |
| Management And General | 1467 | ManagementAndGeneral |
| Fundraising | 4480 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32016 | Total |
| Program Services | 21578 | ProgramServices |
| Management And General | 6796 | ManagementAndGeneral |
| Fundraising | 3642 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| supplies | 86108 | 38522 | 7971 | 39615 |
| Uncollectible Pledges | 95602 | 95602 | ||
| Community development | 101015 | 92020 | 123 | 8872 |
| Client service and assistance | 394926 | 393404 | 1522 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 340407 | Total |
| Program Services | 223381 | ProgramServices |
| Management And General | 54221 | ManagementAndGeneral |
| Fundraising | 62805 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5611574 | Total |
| Program Services | 4889571 | ProgramServices |
| Management And General | 300340 | ManagementAndGeneral |
| Fundraising | 421663 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 712402 | BOY |
| EOY | 0 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1611722 | BOY |
| EOY | 1286868 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1026998 | BOY |
| EOY | 969760 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 441435 | BOY |
| EOY | 752669 | 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 | 100000 | BOY |
| EOY | 100000 | 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 | 50848 | BOY |
| EOY | 125814 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 269571 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 183116 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 90293 | BOY |
| EOY | 86455 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 304389 | BOY |
| EOY | 807303 | 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 | 1327986 | BOY |
| EOY | 1501389 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5666073 | BOY |
| EOY | 5630258 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 697247 | BOY |
| EOY | 293991 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 164233 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 697247 | BOY |
| EOY | 458224 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2907376 | BOY |
| EOY | 3057203 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1453550 | BOY |
| EOY | 1466931 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 607900 | BOY |
| EOY | 647900 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4968826 | BOY |
| EOY | 5172034 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5666073 | BOY |
| EOY | 5630258 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 78582 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 28289 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 96337 | 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 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 | 3996178 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3774325 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5128189 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4728986 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5554035 | CurrentTaxYear |
| Total | 23181713 | 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 | 3996178 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3774325 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5128189 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4728986 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5554035 | CurrentTaxYear |
| Total | 23181713 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 1103508 | AmountsSubstContributorsTotal |
| Public Support Total170 | 22078205 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 21051 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5931 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 52509 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 63246 | CurrentTaxYearMinus1Year |
| Current Tax Year | 73764 | CurrentTaxYear |
| Total | 216501 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 23398214 | TotalSupport |
| Gross Receipts From Admissions Etc | 525582 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.94360 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.97100 | 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 | 1309486 | BeginningOfYearBalance |
| Contributions | 77065 | Contributions |
| Investment Earnings Or Losses | 147217 | InvestmentEarningsOrLosses |
| Other Expenditures | 50877 | OtherExpenditures |
| End Of Year Balance | 1482891 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1054238 | BeginningOfYearBalance |
| Contributions | 315000 | Contributions |
| Investment Earnings Or Losses | -9982 | InvestmentEarningsOrLosses |
| Other Expenditures | 49770 | OtherExpenditures |
| End Of Year Balance | 1309486 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 825797 | BeginningOfYearBalance |
| Contributions | 183897 | Contributions |
| Investment Earnings Or Losses | 91451 | InvestmentEarningsOrLosses |
| Other Expenditures | 46907 | OtherExpenditures |
| End Of Year Balance | 1054238 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.56000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.44000 | PermanentEndowmentEOYBalance |
| 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 | 134567 | OtherCostOrOtherBasis |
| Depreciation | 49076 | Depreciation |
| Book Value | 85491 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 135004 | OtherCostOrOtherBasis |
| Depreciation | 134040 | Depreciation |
| Book Value | 964 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 86455 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (2 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| Cemetery Plots | 18500 |
| Beneficial interest in assets | 1482889 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 1501389 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Bank overdraft | Description |
| Amount | $164,233 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 164233 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 5814782 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 28289 | NetUnrealizedGainsInvestments |
| Other Revenues | 96337 | OtherRevenues |
| Revenue Not Rptd F990 | 124626 | RevenueNotRptdF990 |
| Revenue Subtotal | 5690156 | RevenueSubtotal |
| Total Revenue Per Form990 | 5690156 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 5611574 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 5611574 | ExpensesSubtotal |
| Total Expenses Per Form990 | 5611574 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part XI, Line 2d | Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 | Change in value of beneficial interest $96337 |
| Part X | Part X : FIN48 Footnote | The Organization is exempt from federal income taxes under Section 501(c)(3) of the Internal Revenue Code and state income taxes under Section 23701(d) of the California Tax Code.The Organization follows ASC 740, Accounting for Uncertainty in Income Taxes, which provides accounting and disclosure guidance about positions taken by an organization in its tax returns that might be uncertain. Management has considered its tax positions and believes that all of the positions taken by the Organization in its federal and state exempt organization tax returns are more likely than not to be sustained upon examination. |
| Part V, Line 4 | Part V, Line 4: Intended uses of the endowment fund. | The board designated endowment is intended to provide ongoing support for the organization through an annual distribution. The board designated endowment may be used to support significant operating or program initiatives that exceed the projected annual budget. Other endowment funds set up according to donors' directions are used to support programs specified by the donors. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | true | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Middle East &North Africa | Region |
| Number Of Offices | 0 | NumberOfOffices |
| Number Of Employees | 0 | NumberOfEmployees |
| Type Of Activities Conducted | grant making | TypeOfActivitiesConducted |
| Total Expenditures | 42168 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Amount Spent | 42168 | SubtotalAmountSpent |
| Total Amount Spent | 42168 | TotalAmountSpent |
Grants To Orgs Outside US GrantsToOrgsOutsideUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Israel | Region |
| Purpose Of Grant | Safe shelter | PurposeOfGrant |
| Amount Of Cash Grant | 42168 | AmountOfCashGrant |
| Manner Of Cash Disbursement | check | MannerOfCashDisbursement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Other Orgs | 1 | TotalNumberOfOtherOrgs |
| Transfer To Foreign Corp | false | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | false | OwnForeignCorp |
| Passive Foreign Invest Co | false | PassiveForeignInvestCo |
| Foreign Partnership | false | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Grantmaker's Description of How Grants are Used in Foreign Country | Identifier |
| Explanation | Grants given outside the United States by the Organization are overseen by the Connect 2 Israel Committee (C2IC), which in turn reports to the Organization's Planning and Funding Council (PFC). The C2IC has a request for proposals form that must be filled out by every overseas applicant for funds. Required attachments to the request include annual organizational and project budget and the organization's certificate of non-profit status (for Israel grantees) or 501 (c)(3) status for their american fiscal agent. Members of the C2IC visit the site in Israel for the purpose of evaluation prior to committee discussion and to monitor progress after the grant has been made. In addition, grantees approved by C2CI send an annual program activity and progress report to Organization. | Explanation |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | false | AgreementRefFundraising |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Israel Expo | NameOfEvent1 |
| Gross Receipts Event1 | 107292 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 67662 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 39630 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 52177 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 1197 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 12419 | EntertainmentEvent1 |
| Name Of Event2 | Woman Philantrophy lunchons | NameOfEvent2 |
| Gross Receipts Event2 | 91807 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 35370 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 56437 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 17992 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 40893 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 11344 | EntertainmentEvent2 |
| Total Number Of Other Events | 5 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 170649 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 56252 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 114397 | GrossRevenueOtherEvents |
| Rent Facility Costs Other Events | 53028 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 66822 | FoodAndBeverageOtherEvents |
| Entertainment Other Events | 25952 | EntertainmentOtherEvents |
| Gross Receipts Total | 369748 | GrossReceiptsTotal |
| Charitable Contributions Total | 159284 | CharitableContributionsTotal |
| Gross Revenue Total Events | 210464 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 123197 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 108912 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 49715 | EntertainmentTotalEvents |
| Direct Expense Summary Events | 281824 | DirectExpenseSummaryEvents |
| Net Income Summary | -71360 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (25 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|---|
| University Synagogue | ||||||||
| 3400 Michelson | Irvine | CA | 92612 | 330254944 | 501(c)(3) | 6225 | 0 | Support community programs |
| UC of Irvine Foundation | ||||||||
| 100 Theory Dr Ste 250 | Irvine | CA | 92617 | 952510117 | 501(c)(3) | 25000 | 0 | Support Jewish Life on Campus |
| The OC Friendship Circle | ||||||||
| 2865 East Coast Highway Ste 3 | Corona del Mar | CA | 92625 | 113797166 | 501(c)(3) | 28265 | 0 | Support of adult special needs |
| The Birthright Israel Found | ||||||||
| 33 East 33rd St | New York | NY | 10016 | 134092050 | 501(c)(3) | 55150 | 0 | Strengthen young Jewish leaders |
| Temple Beth Sholom | ||||||||
| 2625 North Tustin Ave | Santa Ana | CA | 92705 | 952263896 | 501(c)(3) | 15755 | 0 | Support community programs |
| Temple Beth El | ||||||||
| 2A Liberty | Aliso Viejo | CA | 92656 | 953749325 | 501(c)(3) | 9000 | 0 | Support community programs |
| Temple Bat Yahm | ||||||||
| 1011 Camelback | Newport Beach | CA | 92660 | 952875578 | 501(c)(3) | 15805 | 0 | Support community programs |
| Tarbut VTorah | ||||||||
| 5 Federation Way | Irvine | CA | 92603 | 953374189 | 501(c)(3) | 118000 | 0 | support Jewish Day School |
| Shevet Tapuz-Israeli Scouts | ||||||||
| Scouts 22106 Calderas | Mission Viejo | CA | 92691 | 271444394 | 501(c)(3) | 12059 | 0 | Support Jewish Scouts |
| OC Jewish Community Scholar | ||||||||
| 1006 Park Ave | Newport Beach | CA | 92662 | 237106134 | 501(c)(3) | 12000 | 0 | Community education of Jewish topic |
| Merage Jewish Center | ||||||||
| 1 Federation Way Ste 200 | Irvine | CA | 92603 | 330016661 | 501(c)(3) | 203225 | 0 | Support community programs |
| Jewish Federation NA | ||||||||
| 25 Broadway Suite 1700 | New York | NY | 10004 | 131624240 | 501(c)(3) | 451682 | 0 | Support of Jewish Philanthropy |
| Hillel Foundation OC | ||||||||
| 4225 Campus Drive | Irvine | CA | 92612 | 521844823 | 501(c)(3) | 110344 | 0 | Support Jewish life on campus |
| Hebrew Academy | ||||||||
| 14401 Willow Lane | Huntington Bch | CA | 92647 | 330688036 | 501(c)(3) | 36000 | 0 | Support Jewish Day School |
| Hasbara Fellowship | ||||||||
| 505 Eighth Ave Ste 601 | New York | NY | 10018 | 201651102 | 501(c)(3) | 55000 | 0 | Educational seminars in Israel |
| Ezra Center | ||||||||
| PO Box 2272 | Anaheim | CA | 92814 | 202927498 | 501(c)(3) | 20000 | 0 | Support of seniors in North OC |
| Congregation Shir Ha-Maalot | ||||||||
| 3652 Michelson Dr | Irvine | CA | 92612 | 952559118 | 501(c)(3) | 17781 | 0 | Support for Religious School |
| Congregation Bnai Israel | ||||||||
| 2111 Bryan | Tustin | CA | 92782 | 953088484 | 501(c)(3) | 8757 | 0 | Support of Jewish youth education |
| Chabad of Mission Viejo | ||||||||
| 24014 Marguerite Pkwy | Mission Viejo | CA | 92692 | 330673282 | 501(c)(3) | 6575 | 0 | Support of Jewish education |
| Chabad Lubavitch Los Alamitos | ||||||||
| 10433 Los Alamitos Blvd | Los Alamitos | CA | 90720 | 201413896 | 501(c)(3) | 7500 | 0 | Support of Jewish youth education |
| Chabad at UCI | ||||||||
| 50 Oxford | Irvine | CA | 92612 | 330886313 | 501(c)(3) | 10800 | 0 | Support Jewish Life on Campus |
| Camp Alonim | ||||||||
| 15600 Mulholland Drive | Los Angeles | CA | 90077 | 841652923 | 501(c)(3) | 6055 | 0 | Support Jewish Camp |
| Bureau of Jewish Education OC | ||||||||
| 1 Federation Way Ste 205 | Irvine | CA | 92603 | 953740563 | 501(c)(3) | 172538 | 0 | support Jewish youth education |
| American Jewish Joint Committ | ||||||||
| 711 Third Ave 10th Floor | New York | NY | 10017 | 131656634 | 501(c)(3) | 33000 | 0 | Support of families in distress |
| Academy Youth Services Organi | ||||||||
| 14401 Willow Ln | Huntington Beac | CA | 92647 | 330688036 | 501(c)(3) | 12000 | 0 | Support of Jewish youth education |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 19 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 6 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII (7 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| Transportation | 31 | 23168 |
| Personal and Nursing Care | 39 | 141277 |
| Other-meal, burial, childcare | 10 | 7461 |
| Medical expense reimbursement | 15 | 11324 |
| Housing assistance | 88 | 53315 |
| Housekeeping assistance | 37 | 101529 |
| Education and work related | 18 | 2606 |
Form990 Schedule I Part IV Form990ScheduleIPartIV (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Grantmaker's Description of How Grants are Used | Each grantee is required to submit financial statements to the Organization's planning & funding consul (PFC) on annual basis. Each program request needs to have a budget submitted along with the proposal. Grantees whose programs are funded by the Organization submit mid-year and final progress reports or an assessment of the programs to federation's PFC. The final report must include a financial comparison of proposed vs. actual expenses. Any substantial changes in the proposal of the project must be approved by the grant committee. In addition, member of PFC conduct site visits to those programs that have received a large grant from Organization in order to assess the effectiveness of the program. Results are reported to the executive committee of the board by PFC. |
| Additional Supplemental Information | The organization reports grants on Schedule I to The Jewish Federations of North America (JFNA), which is a 501(c)(3) domestic U.S. charity.A portion of these grants is used by JFNA to fund overseas programs. JFNA and its affiliated subsidiary, the United Israel Appeal (UIA), report on their respective Form 990s and detailed Schedule F all funds transmitted through each organization to overseas programs on behalf of Jewish Federations and affiliated foundations and, in compliance with IRS regulations and the Pension Protection Act, monitor and report on the use of funds granted to foreign charitable groups to assure that charitable funds sent overseas on behalf of the Federations movement are used for permissible charitable purposes. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Discretionary Spending Account | X | DiscretionarySpendingAccount |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | 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 | true | 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 | Shalom Elcott | NamePerson |
| Title | President & CEO | Title |
| Base Compensation Filing Org | 247504 | BaseCompensationFilingOrg |
| Deferred Comp Filing Org | 11500 | DeferredCompFilingOrg |
| Nontaxable Benefits Filing Org | 38221 | NontaxableBenefitsFilingOrg |
| Total Compensation Filing Org | 297225 | TotalCompensationFilingOrg |
| Comp Report Prior990 Filing Org | 282797 | CompReportPrior990FilingOrg |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Sch J, Part I, Line 1a | Identifier |
| Return Reference | Part I, Line 1a: Relevant information in regards to selections on 1a. | ReturnReference |
Schedule M IRS990ScheduleM
Cars And Other Vehicles CarsAndOtherVehicles
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 7 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 6614 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Market Value | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 9 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 158798 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Market Value | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | Gift cards | Description |
| Noncash Contribs Rptd F990 | 21315 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Nominal value | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (10 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990, Part XI, Line 9 | Other Changes In Net Assets Or Fund Balances - Other Increases | Change in value of beneficial interest = $96337 |
| Form 990, Part VI, Line 19 | Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | Articles of incorporation, by-laws, tax-exempt approval letter are available to the public upon request via mail of e-mail. Financial statements and Form 990 are posted on Federation's web-site. |
| Form 990, Part VI, Line 15a | Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management | The Board of directors establishes a compensation committee annually. The compensation committee examines a salary survey conducted by Federation's umbrella organization, Jewish Federation of North America, to determine the appropriate level of compensation for the federation's key employees. The compensation committee also reviews employees performance evaluations, previously conducted by the human resource committee, as well as the budget for the next fiscal year. The compensation committee then makes recommendation for any adjustments to the the executive committee of the board which approves or denies the proposed compensation. |
| Form 990, Part VI, Line 12c | Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | The conflict of interest policy guidelines are reviewed with board members at the beginning of each fiscal year. At that time each member of the board of directors and each staff member is asked to complete and sign the conflict of interest policy. The CFO gathers the completed and signed policies and reviews each of them for completeness and compliance. With respect to any proposed contract or other transaction (other than allocation or grant to a beneficiary agency or other charitable organization made in furtherance of the federation's exempt purpose) between the federation and one of more key individuals, family members or related entities, which is considered by the board of directors, the officers, or any committee of the federation for authorization, approval or ratification, the following rules apply: 1. The key individual shall make full disclosure in writing (if time permits otherwise orally at the meeting where the matter is to be considered) of therelationship or interest to the president of the board of directors and to the chairman of any committee acting in the contract or transaction, prior to discussion or action on such contract or transaction. 2. The contract or transaction shall be considered properly authorized, only if there is a favorable vote of a majority of the directors and officers present and vote at the meeting. The person having the conflict of interest shall vacate from the room when the matter is voted upon and shall not participate in the final deliberation or decision regarding the matter, other than to be available to present factual information or respond to questions. If a conflict is discovered but has not been reported promptly by the individual to the appropriate authority, the conflict shall be considered grounds for removal from employment or from the board of directors of the federation. Exceptions to this policy require prior approval of the executive committee and should be reported to the board of directors. |
| Form 990, Part VI, Line 11b | Form 990, Part VI, Line 11b: Form 990 Review Process | The Board of directors authorizes the audit and finance committees to review form 990 prior to filing. The committees members review form 990 and give a report to the executive committee about any findings and recommendations.The executive committee approves the submission of the Form 990. A copy of Form 990 is made available for review by board members. |
| Form 990, Part VI, Line 7b | Form 990, Part VI, Line 7b: Describe Decisions of Governing Body Approval by Members or Shareholders | The member approve election of the board member and any changes to the by-laws. |
| Form 990, Part VI, Line 7a | Form 990, Part VI, Line 7a: How Members or Shareholders Elect Governing Body | The members elect governing body, the board of directors, per the by-laws at an annual meeting |
| Form 990, Part VI, Line 6 | Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder | Any person of age 18 or over, who subscribes to the purposes of the Organization and who has made a contribution of $18 or more to the annual campaign during the current or preceding calendar year shall be a member of the Organization for the current calendar year and shall be entitled to one vote at any meeting of the Members. |
| Form 990, Part VI, Line 2 | Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et | The board members David Stoll and Michael Stoll are father and son, respectively |
| Form 990, Part III, Line 4d | Form 990, Part III, Line 4d: Other Program Services Description | OTHER PROGRAM SERVICES 4: Support for Programs in Israel: Jewish Federation and Family Services supports a number of programs in Israel. Grants provide funding for trauma counseling for children and youth in the aftermath of terror attacks; scholarships for orphaned students; technology training for teens from disadvantaged backgrounds; social and emotional support for young men from poor families; and empowerment programs for Israel's most vulnerable citizens, including immigrants from Ethiopia and the former Soviet Union. (Revenue number above does not include pledge revenue and third-party grants) |
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