2012-10-04T11:46:50-07:00 2011-12-31 DeVries CPAs of Arizona PC 4349 East Fifth Street Tucson AZ 857112025 990 2011-01-01 860096795 Jewish Federation of Southern Arizona JEWI 5205779393 3822 E River Road Tucson AZ 85718 Stuart Mellan 2012-10-03 true Mike DeVries 5202986200 2011 2016-02-24 21:20:13Z Kathryn Unger 3822 E River Road Ste 100 Tucson AZ 85718 4534401 false 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. 114 114 47 500 280345 4080963 3763630 616013 466031 985783 18748 -117042 -58109 5565717 4190300 2460120 2609866 0 1498537 1417253 0 348065 1071237 822851 5029894 4849970 535823 -659670 16089870 15470568 397098 437466 15692772 15033102 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 community-wide newspaper reporting on and directed toward the Tucson Jewish community. false false 4005452 2609866 185686 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 Federation/United Jewish Communities 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 programsThe 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.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 (formerly United Jewish Communities)The Tucson Jewish Community CenterHandmaker Jewish Services for the AgingTucson Hebrew AcademyJewish Family and Children's ServicesU of A Hillel Foundation 4005452 true true false false false false false false false true 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Goldberg 1.00 X 0 0 0 Jonathan Rothschild 1.00 X 0 0 0 Janet Seltzer 1.00 X 0 0 0 Martha Sampson 1.00 X 0 0 0 Diane Weintraub 1.00 X 0 0 0 Dr Howard Schwartz 1.00 X 0 0 0 Matthew Rothman 1.00 X 0 0 0 Caren Newman 1.00 X 0 0 0 Charles Whitehill 1.00 X 0 0 0 Linda Tumarkin 1.00 X 0 0 0 Carol Stern 1.00 X 0 0 0 Alvin Stern 1.00 X 0 0 0 Jerry Sonenblick 1.00 X 0 0 0 Lex Sears 1.00 X 0 0 0 S Leonard Scheff 1.00 X 0 0 0 Irene Sarver 1.00 X 0 0 0 Carole Levi 1.00 X 0 0 0 Dr Daniel Karsch 1.00 X 0 0 0 Harold Greenberg 1.00 X 0 0 0 Richard Fink 1.00 X 0 0 0 Burt Derman 1.00 X 0 0 0 Donald Diamond 1.00 X 0 0 0 Dr Jack Cole 1.00 X 0 0 0 Dr Ned Bloomfield 1.00 X 0 0 0 Richard Belkin 1.00 X 0 0 0 Mark Ross 1.00 X 0 0 0 Cheryl Wortzel 1.00 X 0 0 0 Terry Perl 1.00 X 0 0 0 Ken Light 1.00 X 0 0 0 Carol Karsch 1.00 X 0 0 0 Deanna Myerson 1.00 X 0 0 0 Michelle Blumenberg 1.00 X 0 0 0 Jim Wezelman 1.00 X 0 0 0 Keri Silvyn 1.00 X 0 0 0 Andy Shatken 1.00 X 0 0 0 Dr Edward Rogoff 1.00 X 0 0 0 Shelly Silverman 1.00 X 0 0 0 Ruth Zales 1.00 X 0 0 0 Eric Schindler 1.00 X 0 0 0 Lynda Rogoff 1.00 X 0 0 0 Brenna Lacey 1.00 X 0 0 0 Art Martin 1.00 X 0 0 0 Sue Schurgin 1.00 X 5862 0 0 Thomas Sayler-Brown 1.00 X 0 0 0 Jane Kivel 1.00 X 0 0 0 Barry Corey 1.00 X 0 0 0 Stephen Rodgveller 1.00 X 0 0 0 Jill Rich 1.00 X 0 0 0 Paul Baker 1.00 X 0 0 0 Jill Rosenzweig 1.00 X 0 0 0 Kathryn Unger 4.00 X X 0 0 0 Meryl Tischler 1.00 X 0 0 0 Donna Moser 1.00 X 0 0 0 Gloria Linden 1.00 X 0 0 0 Nina Isaac 1.00 X 0 0 0 Essie Nadler 1.00 X 0 0 0 Sharon Klein 1.00 X 0 0 0 Gary Kippur 1.00 X 0 0 0 Marilyn Einstein 1.00 X 0 0 0 Dr Jeffrey Katz 1.00 X 0 0 0 Ellyn Langer 1.00 X 0 0 0 Shelly Jo Pozez 1.00 X 0 0 0 Dr Pamela Heiman Dubin 1.00 X 0 0 0 Bruce Beyer 1.00 X 0 0 0 Angie Goorman 1.00 X 0 0 0 James Whitehill 1.00 X 0 0 0 Ronald Weintraub 1.00 X 0 0 0 Gerry Tumarkin 1.00 X 0 0 0 Bertie Levkowitz 1.00 X 0 0 0 Esther Sherberg 1.00 X 0 0 0 Madeline Friedman 2.00 X X 0 0 0 Dr Julie Feldman 2.00 X X 0 0 0 Esta Goldstein 1.00 X 0 0 0 Chuck Gannon 1.00 X 0 0 0 Rosie Eilat-Kahn 1.00 X 0 0 0 Dr Ronald Kolker 1.00 X 0 0 0 Karen Katz 1.00 X 0 0 0 Fran Katz 1.00 X 0 0 0 Larry Gellman 2.00 X X 0 0 0 Jennifer Cassius 1.00 X 0 0 0 Donna Levy 1.00 X 0 0 0 Audrey Brooks 1.00 X 0 0 0 Steve Kippur 1.00 X 0 0 0 Barry Baker 1.00 X 0 0 0 Esther Capin 1.00 X 0 0 0 Jerry Neuman 1.00 X 0 0 0 Marcelle Joffe 1.00 X 0 0 0 Fern Feder 1.00 X 0 0 0 Deanna Evenchik 1.00 X 0 0 0 Phil Bregman 1.00 X 0 0 0 Pat Ballard 1.00 X 0 0 0 Randie Collier 1.00 X 0 0 0 Myles Beck 1.00 X 0 0 0 Bruce Ash 1.00 X 0 0 0 Dr Eliot Barron 1.00 X 0 0 0 Don Baker 1.00 X 0 0 0 Jeff Katz 5.00 X X 0 0 0 Jennifer Miller Grant 1.00 X 0 0 0 Rachael Baker 1.00 X 0 0 0 Steven Lightman 1.00 X 0 0 0 Bobby Present 1.00 X 0 0 0 Amy Ramm-Merkel 40.00 X 80510 0 10598 Stuart Mellan 40.00 X 187616 0 32323 273988 42921 1 false true false 0 113185 3650445 345221 3763630 Education/mission revenue 102711 102711 Affinity, CRC, Outreach 82975 82975 Advertising revenue 280345 280345 466031 19585 19585 0 0 0 250000 250837 -837 -837 -837 35155 113185 93264 -58109 -58109 0 0 0 4190300 185686 280345 -39361 2601766 2601766 8100 8100 0 0 316909 64427 187539 64943 0 870949 624036 90452 156461 38536 27401 4138 6997 110753 79281 14181 17291 80106 49790 15653 14663 0 308 308 15134 15134 0 0 0 124189 82334 23889 17966 34506 14369 1128 19009 59446 23362 24079 12005 0 0 52606 37731 6806 8069 19640 11108 8275 257 0 67939 44670 17246 6023 0 0 52324 1053 51271 20364 8969 11395 Printing and Publications 54430 40044 1575 12811 Postage and Shipping 41977 30891 583 10503 Missions expense 84342 84342 Education/Outreach 89053 89053 Affinity/ CRC programming 41822 41822 64771 40903 22801 1067 4849970 4005452 496453 348065 1943 2304 2254997 2637783 2451169 2316181 119803 93280 0 0 466078 379658 0 78636 77632 2308358 1127173 1226750 1181185 250838 0 8527939 8064711 0 0 711717 717834 16089870 15470568 111296 182506 177393 174963 108409 79997 397098 437466 X 8703283 8306538 6714285 6576210 275204 150354 15692772 15033102 16089870 15470568 -659670 X false true true X false false X 7818432 4468409 4317358 4156839 3763630 24524668 0 0 7818432 4468409 4317358 4156839 3763630 24524668 1030976 23493692 541427 138552 239399 992469 21385 1933232 0 0 26457900 2258151 0.88800 0.88980 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6367092 -4970 292970 6069152 5525108 137865 704119 6367092 2165178 2771692 640622 36110 16274 5525108 0.97500 0.02500 false false false 1025738 1025738 1048033 940696 107337 204405 185912 18493 30182 565 29617 1181185 8064711 4190300 4849970 -659670 -659670 4261835 -21729 -21729 4283564 -93264 -93264 4190300 4921505 71535 71535 4849970 4849970 Part XIII, Line 2d Part XIII, Line 2d: Other expenses and losses per audited F/S Cost of special events $93264 Donor designations $-21729 Part V, Line 4 Part V, Line 4: Intended uses of the endowment fund. Endowment funds are used for donor restricted and for board designated purposes. false Birthrt Israel 60558 60558 1431 Summit Events 21042 15300 5742 40394 4 52790 32375 20415 37441 134390 108233 26157 79266 79266 -53109 true Univ of Arizona Fdn PO Box 210109 Tucson AZ 85721 866050388 501(c)(3) 20053 0 Support of mission Tucson Jewish Community Center 3800 E River Road Tucson AZ 85718 860183578 501(c)(3) 277431 0 Support of mission Tucson Hebrew Academy 3888 E River Road Tucson AZ 85718 860274412 501(c)(3) 211788 0 Support of mission The Jewish Community Foundation 5546 E 4th Street Tucson AZ 85711 860718936 501(c)(3) 246377 0 Support of mission The Birthright Israel Foundation 33 East 33rd Street 7th Floor New York NY 10016 134092050 501(c)(3) 65000 0 Support of mission Temple Emanu-El 225 N Country Club Tucson AZ 85716 860117389 501(c)(3) 12390 0 Support of mission Jewish History Museum PO Box 889 Tucson AZ 85702 860762311 501(c)(3) 6721 0 Support of mission Jewish Fed of Seattle 2031 Third Ave Seattle WA 98121 910575950 501(c)(3) 19565 0 Support of mission Jewish Fed of N Amer 25 Broadway Ste 1700 New York NY 10004 131624240 501(c)(3) 838722 0 Support of mission Jewish Family and Children Services 4301 E 5th Street Tucson AZ 85711 860623896 501(c)(3) 380566 0 Support of mission Jewish Agency for Israel 633 Third Avenue 21st Floor New York NY 10017 500500046 501(c)(3) 135135 0 Support of mission Homer Davis Project 4250 N Romero Road Tucson AZ 85705 866003684 501(c)(3) 6202 0 Support of mission Hillel Foundation at the U of A 1245 E 2nd Street Tucson AZ 85719 866053800 501(c)(3) 118981 0 Support of mission Handmaker Jewish Services 2221 N Rosemont Blvd Tucson AZ 85711 860626077 501(c)(3) 120924 0 Support of mission Congregation Young Israel 2443 E Fourth Street Tucson AZ 85719 860671070 Synagogue 6350 0 Support of mission Congregation Or Chadash 3939 N Alvernon Way Tucson AZ 85718 860836569 Synagogue 8820 0 Support of mission Congregation Chaverim 5901 E 2nd St Tucson AZ 85711 860391444 Synagogue 7402 0 Support of mission Congregation Bet Shalom 3881 E River Road Tucson AZ 85718 942931499 501(c)(3) 6635 0 Support of mission Congregation Anshei Israel 5550 E 5th Street Tucson AZ 85711 860117384 Synagogue 42069 0 Support of mission Amer Jewish Joint Dist Comm 711 Third Ave 10th Floor New York NY 10017 131656634 501(c)(3) 45000 0 Support of mission 20 0 Scholarships and Awards 18 8100 Grantmaker's Description of How Grants are Used 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 Supplemental Information Jewish Federation of Southern Arizona reports grants on Schedule I to The Jewish Federations of North America (JFNA), which is a 501(c)(3) domestic U.S. 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 detailed Schedules F. X X true X X X X X false true false false false false false false false false Stuart Mellan 187616 17398 14925 219939 201837 Sch J, Part III, Additional Information Part III, Additional Information Former Director Sue Schurgin resigned from the Board prior to becoming employed with the Federation. Sch J, Part I, Line 1a Part I, Line 1a: Relevant information in regards to selections on 1a. The items provided to the President/CEO are provided per his employment contract and are considered when determining reasonableness of compensation. X 11 344221 FMV X 1 1000 FMV false true false Form 990, Part VI, Line 19 Form 990, Part VI, Line 19: Other Organization Documents Publicly Available 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 our website. Form 990, Part VI, Line 15b Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees 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. Form 990, Part VI, Line 12c Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts All board members and employees are annually requested to complete a questionnaire and disclose any conflicts. Form 990, Part VI, Line 11 Form 990, Part VI, Line 11: Form 990 Review Process First, the CFO reviews the tax return draft with the paid preparer. Then 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. Form 990, Part VI, Line 2 Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et Director Barry Baker, son of Life Member Paul Baker. Barry Baker is cousin to Life Member and Immediate Past Chair Steven Lightman. Barry is husband of Director Rachael Baker.Director Pat Ballard is sibling to Director Jane Kivel.Life Member Richard Belkin is married to Director Sherry Belkin.Life Member Carol Karsch is married to Life Member Dr. Daniel Karsch.Life Member Fran Katz is married to Chair of the Board Jeff Katz.Life Member Karen Katz is married to Director Dr. Jeffrey Katz.Director Gary Kippur is brother of Director Steve Kippur and they own a business together.Director Brenna Lacey is married to Director Stephen Rodgveller.Life Member Lynda Rogoff is married to Director Edward Rogoff.Life Member Janet Seltzer is married to Director Steven Seltzer.Life Members Carol and Alvin Stern are married. Life Members Gerry and Linda Tumarkin are married.Directors Ron and Diane Weintraub are married.Director Audrey Brooks is sister of Director Donna Moser.Director James Whitehill is the son of Life Member Charles Whitehill; brother-in-law to Director Keri Silvyn.Life Member Charles Whitehill is father-in-law to Director Keri Silvyn. The Jewish Community Foundation of So AZ 5546 E 4th Street 100 Tucson AZ 85711 860718936 Charitable AZ 501(c)(3) 7 N/A false false true false false false false false false false false false false false false false false false false The Jewish Community Foundation of So AZ b 246377