2013-05-14T14:32:40-05:00 2012-06-30 942702860 JOHANSON AND YAU ACCOUNTANCY CORP 160 WEST SANTA CLARA ST SUITE 900 SAN JOSE CA 95113 990 2011-07-01 941167405 JEWISH FEDERATION OF SILICON VALLEY JEWI 4083583033 14855 OKA ROAD NO 200 LOS GATOS CA 95032 JYL JURMAN 4083583033 2013-05-06 1 FREDERICK U LEONARD P00016824 4082885111 2011 2016-02-24 21:20:13Z JYL JURMAN 14855 OKA ROAD 200 LOS GATOS CA 95032 9767568 0 X WWW.JVALLEY.ORG X 1933 CA THE MISSION OF THE JEWISH FEDERATION OF SILICON VALLEY IS TO STRENGTHEN AND ENRICH THE JEWISH COMMUNITY LOCALLY, IN ISRAEL AND THROUGHOUT THE WORLD. OUR EFFORTS SUPPORT EDUCATIONAL, SOCIAL SERVICE AND CHARITABLE PROGRAMS THAT EXEMPLIFY THE JEWISH VALUES OF K'LAL YISRAEL (TAKING RESPONSIBILITY FOR ONE ANOTHER), TZEDAKAH (CHARITY AND RIGHTEOUSNESS), AND TIKKUN OLAM (REPAIRING THE WORLD). 21 21 13 75 0 0 2158679 1954784 3254524 3143904 346269 446761 15672 39905 5775144 5585354 3118117 2615000 0 0 1029806 1069797 0 0 316742 1957168 1952555 6105091 5637352 -329947 -51998 27133684 27797840 1908599 3004976 25225085 24792864 X THE MISSION OF THE JEWISH FEDERATION OF SILICON VALLEY IS TO STRENGTHEN AND ENRICH THE JEWISH COMMUNITY LOCALLY, IN ISRAEL AND THROUGHOUT THE WORLD. OUR EFFORTS SUPPORT EDUCATIONAL, SOCIAL SERVICE AND CHARITABLE PROGRAMS THAT EXEMPLIFY THE JEWISH VALUES OF K'LAL YISRAEL (TAKING RESPONSIBILITY FOR ONE ANOTHER), TZEDAKAH (CHARITY AND RIGHTEOUSNESS), AND TIKKUN OLAM (REPAIRING THE WORLD). 0 0 2615000 DESIGNATED GIVING TO FUND & SUPPORT AGENCIES AND PROGRAMS INCLUDING JEWISH COMMUNITY CENTER, LOCAL DAY SCHOOLS & SYNAGOGUES 1731096 2999131 LEVY FAMILY CAMPUS - DEVELOP, OPERATE AND MAINTAIN A COMMUNITY CAMPUS FOR THE PURPOSE OF HOUSING JEWISH AGENCIES AND SERVICES PROVIDED BY OTHER NON-PROFIT ORGANIZATIONS. OF THE TOTAL REVENUE OF $2,999,131, THE AMOUNT OF $1,676,263 IS GRANTED BACK TO THESE ORGANIZATIONS IN THE FORM OF FREE RENT. THESE GRANTS ARE REPORTED IN FORM 990 AS PART OF THE DESIGNATED GIVING REPORTED ON LINE 4A ABOVE. 59699 58481 JEWISH COMMUNITY NEWS - PUBLISH A COMMUNITY PERIODICAL HIGHLIGHTING LOCAL JEWISH COMMUNITY NEWS, EVENTS AND ACTIVITIES. 585166 86292 PROVIDE A COMMUNITY CHAPLAIN, OUTREACH EVENTS, E-NEWSLETTER & WEB SERVICES, MEMBER OF JEWISH COMMUNITY RELATIONS COUNCIL, SILICON VALLEY HOLOCAUST SURVIVORS GROUP. ISRAEL TRIP AND SUMMER CAMP SCHOLARSHIPS TO INDIVIDUALS. 585166 86292 4990961 1 1 0 0 0 1 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 7 0 1 13 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 21 21 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X X JYL JURMAN 4083583033 14855 OKA ROAD SUITE 200 LOS GATOS CA 95032 STEPHEN GREEN 4.00 X 0 0 0 SHERYL LEWIS 4.00 X 0 0 0 LINDA FOX MIGHDOLL 4.00 X 0 0 0 JEFFREY KANEL 4.00 X 0 0 0 EVAN KASS 4.00 X 0 0 0 GINNY BAIRD 4.00 X 0 0 0 AL GUGGENHEIM 4.00 X 0 0 0 STEVE ELLENBERG 4.00 X 0 0 0 DAVID GINSBORG 4.00 X 0 0 0 VIRGINIA HESS 4.00 X 0 0 0 BRANDY IVENER 4.00 X 0 0 0 JOEL RUBNITZ 4.00 X 0 0 0 TINA ROSENBLUM 4.00 X 0 0 0 JULIE KRIGEL 4.00 X 0 0 0 MATT BLECHER 4.00 X 0 0 0 NAT COHEN 4.00 X 0 0 0 SUSAN GAVENS 4.00 X 0 0 0 VLADO HERMAN 4.00 X 0 0 0 STEVE JACKSON 4.00 X 0 0 0 STEVE ORRIN 4.00 X 0 0 0 PHIL KIPNIS 4.00 X 0 0 0 JYL JURMAN 40.00 X 189428 0 39696 CATHLYN WHALEN 40.00 X 129800 0 20650 319228 0 60346 2 0 1 0 GLOBAL MAINTENANCE RESOURCES 1684 DECOTO ROAD UNION CITY CA 94587 JANITORIAL SERVICES 303955 SILVER SHIELD SECURITY 2107 NORTH 1ST STREET SAN JOSE CA 95131 SECURITY SERVICES 218452 2 1954784 1954784 LEVY FAMILY CAMPUS 611710 2999131 2999131 PROGRAM REVENUE 611710 86292 86292 COMMUNITY NEWSPAPER 511110 58481 58481 3143904 122404 122404 4506571 4182214 324357 324357 324357 OTHER REVENUE 611710 39905 39905 39905 5585354 3183809 0 446761 2615000 2615000 319228 165577 83843 69808 525325 367857 61983 95485 225244 142268 38892 44084 33500 11166 22334 15868 3944 23 11901 62100 58695 2267 1138 17880 8431 8696 753 6073 1573 1778 2722 63007 62922 85 557391 553694 3697 34441 19951 14490 LEVY FAMILY CAMPUS 717436 717436 REPAIR AND MAINTENANCE 153835 146469 7366 CAMPAIGN PROGRAMS 64028 8932 841 54255 INVESTMENT EXPENSE 37183 10206 26977 189813 107046 73148 9619 5637352 4990961 329649 316742 1704966 3084563 975383 1023943 142574 62708 459372 850904 8205 1000 22884303 4018214 19423480 18866089 4404395 3893324 15309 15309 27133684 27797840 161587 238410 48369 67923 1675000 2648083 23643 50560 1908599 3004976 X 20966291 20513214 1826068 1977647 2432726 2302003 25225085 24792864 27133684 27797840 X -51998 -380223 X X 0 1 1 X 0 X 5039341 2884133 1811523 2174351 1994689 13904037 5039341 2884133 1811523 2174351 1994689 13904037 2119179 11784858 134297 129789 136927 130715 122404 654132 115445 114389 101736 66125 58481 456176 15014345 13906816 0.78490 0.77150 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 17 161035 168630 1051654 1 1 2432726 33242 -163965 2302003 2141275 438127 -146676 2432726 2104708 200336 -163769 2141275 2343621 75000 -246287 67626 2104708 0 0 4200000 4200000 18200374 3536610 14663764 483929 481604 2325 18866089 DONOR DESIGNATED FUND PAYABLE 1492 ENDOWMENT HELD FOR ANOTHER ORGANIZATION 49068 50560 5585354 5637352 -51998 -380223 -380223 -432221 5205131 -380223 -380223 5585354 0 5585354 5637352 0 5637352 0 5637352 1 JEWISH COMMUNITY CENTER 14855 OKA ROAD SUITE 201 LOS GATOS CA 95032 942222989 159318 1182710 FMV BELOW MARKET RENT FMVGENERAL FUND, FACILIITES YAVNEH DAY SCHOOL 14855 OKA ROAD SUITE 100 LOS GATOS CA 95032 942719901 101145 434344 FMV BELOW MARKET RENT GENERAL FUND, FACILITIES JEWISH FAMILY SERVICE 14855 OKA ROAD SUITE 202 LOS GATOS CA 95032 942536452 111249 59209 FMV BELOW MARKET RENT GENERAL FUND, FACILITIES HILLEL OF SILICON VALLEY 336 E WILLIAM STREET SAN JOSE CA 95112 770575153 87890 GENERAL FUND SO PENINSULA HEBREW DAY SCHOOL 1030 ASTORIA DRIVE SUNNYVALE CA 94087 942174555 30120 GENERAL FUND CHAI HOUSE 814 ST ELIZABETH DRIVE SAN JOSE CA 95126 770064726 20000 GENERAL FUND SJSU JEWISH STUDIES DEPARTMENT 1 WASHINGTON SQUARE SAN JOSE CA 95192 830403915 6500 GENERAL FUND JEWISH FEDERATIONS OF NORTH AMERICA 25 BROADWAY SUITE 1700 NEW YORK NY 100041010 131624240 163347 FAIR SHARE DUES FRIENDS OF TEL AVIV SOURASKY MEDICAL CENTER INC 1461 FIRST AVENUE BOX 150 NEW YORK IS 10075 10000 GENERAL FUND HILLEL OF SANTA CRUZ 222 CARDIFF PLACE SANTA CRUZ CA 95060 770427628 6000 GENERAL FUND AMERICAN FRIENDS OF KORET ISRAEL ECONOMIC DEVELOPMENT FUNDS 33 NEW MONTGOMERY STREET SUITE 1090 1090 SAN FRANCISCO CA 94105 943201147 25000 GENERAL FUND CONGREGATION BETH DAVID 19700 PROSPECT ROAD SARATOGA CA 95070 941682250 14850 GENERAL FUND CONGREGATION SINAI 1532 WILLOWBRAE AVENUE SAN JOSE CA 95125 941546644 19007 GENERAL FUND NATIONAL CONFERENCE ON SOVIET JEWRY 2020 K STREET NW SUITE 7800 WASHINGTON DC 20006 132700517 10000 GENERAL FUND TEMPLE EMANU-EL RELIGIOUS SCHOOL 1010 UNIVERSITY AVENUE SAN JOSE CA 95126 941132316 10400 GENERAL FUND PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THIS ORGANIZATION MONITORS THE USE OF GRANT FUNDS BY USING SPECIFIC PROJECT CODES TO TRACK INCOME AND EXPENSES OF EACH GRANT. X 0 1 X X X X 0 0 0 0 0 0 0 0 0 JYL JURMAN 189428 0 0 0 0 0 12756 0 26940 0 229124 0 0 0 CATHLYN WHALEN 129800 0 0 0 0 0 9100 0 11550 0 150450 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 ONE BOARD MEMBER IS A COUSIN TO THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION B, LINE 11 THE TAX RETURN IS REVIEWED AND APPROVED BY THE FINANCE COMMITTEE. COPIES ARE MADE AVAILABLE TO ALL MEMBERS OF THE BOARD OF DIRECTORS VIA A NON-PUBLIC WEBSITE FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE POTENTIAL CONFLICTS OF INTEREST AND SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY. DISCLOSURES ARE REVIEWED BY MANAGEMENT AND THE EXECUTIVE COMMITEE WHICH ARE RESPONSIBLE FOR FOLLOW-UP. FORM 990, PART VI, SECTION B, LINE 15A THE CEO'S CONTRACT IS NEGOTIATED WITH THE PRESIDENT ALONG WITH 2 EXECUTIVE COMMITTEE MEMBERS. THE SALARY IS BASED ON COMPARABILITY OF JEWISH FEDERATION CEO'S WITH SIMILAR SIZE COMMUNITIES AND CAMPAIGN AMOUNTS THROUGH A CEO COMPENSATION SURVEY THAT JFNA PROVIDES EACH YEAR. IN ADDITION, SALARIES OF CEO'S IN LOCAL JEWISH AGENCIES ARE TAKEN INTO ACCOUNT. FORM 990, PART VI, SECTION C, LINE 18 FORM 990 IS AVAILABLE TO PUBLIC UPON REQUEST THROUGH TELEPHONE OR EMAIL. FORM 990, PART VI, SECTION C, LINE 19 ANYBODY WHO NEEDS THIS INFORMATION CAN CONTACT THE JEWISH FEDERATION OFFICE THROUGH TELEPHONE OR EMAIL. CONTACT INFORMATION IS AVAILABLE ON THE INTERNET. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -380,223. PART XI LINE 2C THE ORGANIZATION HAS A 3 MEMBER AUDIT COMMITTEE OF THE BOARD THAT IS RESPONSIBLE FOR SELECTING AN INDEPENDENT AUDITOR EACH YEAR. THE MAKE-UP OF THE AUDIT COMMITTEE COMPLIES WITH CALIFORNIA LAW. THE CFO AND AUDIT COMMITTEE REVIEW THE AUDIT PLAN WITH THE AUDITOR. A DRAFT OF THE FINANCIAL STATEMENT AND AUDIT FINDINGS ARE DISCUSSED BY THE AUDITOR WITH THE COMMITTEE PRIOR TO ISSUANCE OF THE FINANCIAL STATEMENT.