2013-02-22T09:01:20-06:00 2012-08-31 593651466 CROSS FERNANDEZ & RILEY LLP 201 S ORANGE AVE SUITE 800 ORLANDO FL 328013421 990 2011-09-01 590946923 The Jewish Federation of Greater Orlando JEWI 4076455933 851 N Maitland Avenue Maitland FL 327941508 Michael Soll 4076455933 2013-02-21 1 Anne-Marie Barrett CPA P00546302 4078416930 2011 2016-03-07 17:11:31Z Michael Soll 851 N Maitland Avenue Maitland FL 327941508 2006651 0 X www.jfgo.org X 1947 FL The Jewish Federation is the portal to Jewish life in Central Florida. We connect members of our community by supporting and funding outreach, social services and support for Israel. We partner with well-established agencies in the Jewish community, but we're also committed to funding new, innovative initiatives to strengthen Jewish life in Central Florida. Our mission is to nurture a unified Jewish Community that transcends generations and neighborhoods. Our vision is to engage Jewish people of all ages in relevant, meaningful ways that unite our community, enhance Jewish life and build cultural continuity from one generation to the next. 16 16 9 100 0 0 1055386 855176 782260 980379 113464 96509 73603 -17583 2024713 1914481 169361 220084 0 0 411911 377431 0 904 328485 1757739 2173159 2339011 2771578 -314298 -857097 19497978 18354054 6661374 6485387 12836604 11868667 X To nature a unified Jewish community that transcends generations and neighborhoods. 0 1 571024 220084 Fundraising to connect members of our community by supporting and funding outreach and social services, both locally and in Israel. 74634 23985 Beit Hamidrash - Community Hebrew High School program for teens in grades 8 through 12 is an important initiative instilling a lifelong love of Jewish learning. This invaluable 24 week program provides Jewish teens with a unique opportunity to learn their history, traditions and values while building friendships with other Jewish teens and strengthening their Jewish identity. 16557 14473 Or Hadash - As the only group in Central Florida that reaches out to over 2,000 young Jewish professionals through social, philanthropic and educational activities, Or Hadash is where Orlando's Jewish 20's and 30's come together spiritually - and socially. Most of the participants are new to Orlando or are just getting reconnected after college and Or Hadash is their main portal into a connected and vibrant Jewish life. 1018726 941921 PJ Library - This is a Jewish family engagement program that mails free, high-quality Jewish children's literature and music to families within our community on a monthly basis. The program is open to families with children ages 6 months to 6 years. We currently serve 280 families.Facility Management - The Federation owns and maintains the campus, which is rented to other Jewish nonprofit organizations.Cuba Mission - a combined effort that offered community members a truly unique mission to Havana, Cuba from August 30 to September 3, 2012. The mission provided an insightful trip of cultural discovery and himanitarian effort to make difference in the lives of our Jewish brothers and sisters in Cuba. 1018726 941921 1680941 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 1 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 32 0 1 9 1 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X DAWN PHELPS 4076455933 851 N MAITLAND AVENUE MAITLAND FL 32751 Ryan Lefkowitz 1.00 X X 0 0 0 Michael Soll 1.00 X X 0 0 0 Jeremy Udell 1.00 X X 0 0 0 Rene Brent 1.00 X X 0 0 0 Ian Robinson 1.00 X X 0 0 0 Scott Abramson 1.00 X 0 0 0 Ron Ben-Zeev 1.00 X 0 0 0 Edward Bromberg 1.00 X 0 0 0 Jason Chepenik 1.00 X 0 0 0 Lisa Goldblatt 1.00 X 0 0 0 Sam Kauffman 1.00 X 0 0 0 Daniel Layish 1.00 X 0 0 0 Marilyn Marks 1.00 X 0 0 0 Ava Maxwell 1.00 X 0 0 0 Faye Novick 1.00 X 0 0 0 Ina Porth 1.00 X 0 0 0 Brian Margolis 1.00 X 0 0 0 Philip Senderowitz 1.00 X 0 0 0 Rabbi Aaron Rubinger 1.00 X 0 0 0 Barbara Weinreich 1.00 X 0 0 0 Lynne Shefsky 1.00 X 0 0 0 David Wayne 1.00 X 0 0 0 Pam Kancher 1.00 X 0 0 0 Eric Geboff 1.00 X 0 0 0 Nancy Ludin 1.00 X 0 0 0 Leslie Collin 1.00 X 0 0 0 Hope Kramer 45.00 X 93153 0 6996 Dawn Phelps 40.00 X 81250 0 0 174403 0 6996 0 0 0 0 0 126283 728893 855176 Facility Rental 532000 829625 829625 Program Fees 611710 131150 131150 Tuition Revenue 611710 19604 19604 980379 106349 106349 23000 32840 -9840 -9840 -9840 40621 126283 59330 -18709 -18709 Miscellaneous Income 900099 1126 1126 1126 1914481 981505 0 77800 220084 220084 168805 33761 21945 113099 146720 66844 22619 57257 33185 10450 5782 16953 28721 9259 4243 15219 81250 81250 904 904 74489 74489 70323 15541 51252 3530 34695 3804 30891 19399 6764 11778 857 8415 8415 15119 294 14697 128 4371 898 2799 674 174021 169670 4351 641608 625568 16040 22606 3780 18826 Facility Management 348590 348590 Bad Debt 329903 329903 Programs and Events 229677 152289 5118 72270 Bank Fees 58660 509 57419 732 60033 4421 39641 15971 2771578 1680941 762152 328485 184365 181961 1087812 596495 82795 156344 53308 15889 23477319 7868426 16227499 15608893 1645711 1590485 216488 203987 19497978 18354054 81649 86804 4240000 4070000 367700 323053 1972025 2005530 6661374 6485387 X 12744699 11823667 91905 45000 12836604 11868667 19497978 18354054 X -857097 -110840 X 0 1 1 X 0 X 5143733 2943153 2507492 1055386 855176 12504940 5143733 2943153 2507492 1055386 855176 12504940 1345693 11159247 124454 58753 112643 113464 106349 515663 5839 5188 1707 116532 1126 130392 13150995 4854541 0.84850 0.87490 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2703486 2703486 17751850 5849289 11902561 2008097 1402057 606040 990757 617080 373677 23129 23129 15608893 Investments held by TOP Jewish Foundation 936166 F Israel Bond 1000 C Interest in net assets of TOP Jewish Foundation 653319 F 1590485 Allocations Payable 270099 Interest Rate SWAP Liability 981877 Taxable Bond 750000 Deferred Income 3554 2005530 1914481 2771578 -857097 14285 -125125 -110840 -967937 1813481 14285 -125125 -110840 1924321 -9840 -9840 1914481 2781418 9840 9840 2771578 0 2771578 Description of Uncertain Tax Positions Under FIN 48: Part X: The Federation is exempt from federal income taxes under Section 501(c)(3) of the Internal Revenue Code and from state income taxes under similar provisions of the Florida Income Tax Code. The Federation identifies and evaluates uncertain tax positions, if any, and recognizes the impact of uncertain tax positions for which there is a less than more-likely-than-not probability of the position being upheld when reviewed by the relevant taxing authority. Such positions are deemed to be unrecognized tax benefits and a corresponding liability is established on the statement of financial position. The Federation has not recognized a liability for uncertain tax positions. If there were an unrecognized tax benefit, the Federation would recognize interest accrued related to unrecognized tax benefits in interest expense and penalties in operating expenses. The Federations open tax years subject to examination by the Internal Revenue Service generally remain open for three years from the date of filing. Part XI, Line 8 - Other Adjustments: Decrease in value of Interest Swap -125,125. Part XII, Line 2d - Other Adjustments: Decrease in value of interest rate swap -125,125. Part XII, Line 4b - Other Adjustments: Loss on Sale of Condo -9,840. Part XIII, Line 2d - Other Adjustments: Loss on Sale of Condo 9,840. CHOICES 2012 166904 126283 40621 1795 57535 166904 126283 40621 1795 57535 59330 -18709 1 Jewish Community Center 851 N Maitland Ave Maitland FL 32751 237448234 501(c)(3) 90083 To support opening of 2nd location - unrestricted assistance for operations. Jewish Family Services 2100 Lee Road Winter Park FL 32789 591873758 501(c)(3) 21975 To support their Chaplaincy Program Jewish Federations of North America 25 Broadway 1700 New York NY 10004 131624240 501(c)(3) 108026 Unrestricted Allocation 3 Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: Agencies apply for annual allocation funding from the Federation. The Federation's Allocation Committee reviews the amount of funds raised in the prior campaign year and allocates to the agencies based on their application and need. Once an allocation is awarded, it is paid through out the next fiscal year. Use of the funds by the receiving Agency is not monitored by the Federation. ORANGE COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY 591767933 684908AG1 2003-01-29 5390000 CAPITAL EXPANSION 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 Brian Margolis Non-voting Board Member 24608 Brian Margolis owns Crank Communication, which was retained by Jewish Federation of Greater Orlando for contract marketing projects. The contract with Crank Communication was completed in December 2012. 0 Changes in Program Services Form 990, Part III, line 3 The Organization completely revamped the Beit Hamidrash program which significantly reduced the number of students participating in the program from 200 last year to 45 this year. The changes in the program include changing the curriculum, changing the sessions from two 12-week semesters to four 6-week mini semesters, and limited the year-end trip to only 11th & 12th graders. Form 990, Part VI, Section B, line 11 A copy of the return is sent to all board members for review prior to filing. The Finance Committee, Director of Finance and the CEO also review the return and are responsible for approving it before it is filed with the Internal Revenue Service. Form 990, Part VI, Section B, line 12c The Finance Committee reviews the Board of Director's signed Conflict of Interest contracts annually and is responsible for bringing any possible conflicts to the attention of the Executive Committee for review. Form 990, Part VI, Section B, line 15 The Executive Director's compensation is determined by the Executive Committee and is reviewed annually. The Executive Committee participates in and utilizes the annual Rollins College Philanthropy Center's Not for Profit's Compensation Survey as reference for all Key Employee's compensation. The Executive Director provides the annual review for the Key Employees, such as the Director of Finance and the Director of Development. Form 990, Part VI, Section C, line 19 Upon request. Also the annual meeting is open to the public, not just Board members and at the annual meeting it is announced or printed in the programs that financials, 990's, and policies are available upon request. Changes in Net Assets or Fund Balances: Form 990, Part XI, line 5: Net unrealized gains on investments: 14,285. Decrease in value of Interest Swap -125,125. Total to Form 990, Part XI, Line 5: -110,840.