LEVY FAMILY CAMPUS: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- LEVY FAMILY CAMPUS (EIN 94-1167405)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-05-15
- IRS object ID
- 201241369349303449
- Schema version
- 2010v3.4
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-15T13:38:59-05:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHANSON AND YAU ACCOUNTANCY CORP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 160 WEST SANTA CLARA ST SUITE 900 | AddressLine1 |
| City | SAN JOSE | City |
| State | CA | State |
| ZIP Code | 95113 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941167405 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWISH FEDERATION OF SILICON VALLEY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JEWI | NameControl |
| Phone | 4083583033 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14855 OKA ROAD NO 200 | AddressLine1 |
| City | LOS GATOS | City |
| State | CA | State |
| ZIP Code | 95032 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CATHLYN WHALEN | Name |
| Title | CFO | Title |
| Phone | 4083583033 | Phone |
| Date Signed | 2012-05-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | FREDERICK U LEONARD | Name |
| Phone | 4082885111 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | CATHLYN WHALEN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14855 OKA ROAD 200 | AddressLine1 |
| City | LOS GATOS | City |
| State | CA | State |
| ZIP Code | 95032 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 10778886 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.JVALLEY.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1933 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | 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). | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 21 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 21 | NbrIndependentVotingMembers |
| Total Nbr Employees | 12 | TotalNbrEmployees |
| Total Nbr Volunteers | 75 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1762349 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2158679 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 3340230 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 3254524 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 320242 | InvestmentIncomePriorYear |
| Investment Income Current Year | 346269 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -16183 | OtherRevenuePriorYear |
| Other Revenue Current Year | 15672 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 5406638 | TotalRevenuePriorYear |
| Total Revenue Current Year | 5775144 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 3062070 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 3118117 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1027583 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1029806 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 259234 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2084888 | OtherExpensePriorYear |
| Other Expenses Current Year | 1957168 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 6174541 | TotalExpensesPriorYear |
| Total Expenses Current Year | 6105091 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -767903 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -329947 | RevenuesLessExpensesCY |
| Total Assets BOY | 27178631 | TotalAssetsBOY |
| Total Assets EOY | 27133684 | TotalAssetsEOY |
| Total Liabilities BOY | 2065112 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1908599 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 25113519 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 25225085 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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). | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 3118117 | Expense |
| Description | DESIGNATED GIVING TO FUND & SUPPORT AGENCIES AND PROGRAMS INCLUDING JEWISH COMMUNITY CENTER, LOCAL DAY SCHOOLS & SYNAGOGUES | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1683472 | Expense |
| Revenue | 3111559 | Revenue |
| Description | 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 $3,111,559, THE AMOUNT OF $1,683,472 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. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 81883 | Expense |
| Revenue | 66125 | Revenue |
| Description | JEWISH COMMUNITY NEWS - PUBLISH A COMMUNITY PERIODICAL HIGHLIGHTING LOCAL JEWISH COMMUNITY NEWS, EVENTS AND ACTIVITIES. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 611292 | Expense |
| Revenue | 76840 | Revenue |
| Description | 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. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 611292 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 76840 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 5494764 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 1 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 8 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 12 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Taxable Distributions | 0 | TaxableDistributions |
| Distribution To Donor | 0 | DistributionToDonor |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 21 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 21 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CATHLYN WHALEN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4083583033 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14855 OKA ROAD SUITE 200 | AddressLine1 |
| City | LOS GATOS | City |
| State | CA | State |
| ZIP Code | 95032 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (23 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| STEPHEN GREEN | ||||||
| PAST PRESIDENT | 4.00 | X | 0 | 0 | 0 | |
| SHERYL LEWIS | ||||||
| VP - COMMUNITY PLANNING | 4.00 | X | 0 | 0 | 0 | |
| LINDA FOX MIGHDOLL | ||||||
| MEMBER AT LARGE | 4.00 | X | 0 | 0 | 0 | |
| JEFFREY KANEL | ||||||
| INCOMING CHAIRMAN OF THE BOARD | 4.00 | X | 0 | 0 | 0 | |
| EVAN KASS | ||||||
| VP - LEADERSHIP DEVELOPMENT | 4.00 | X | 0 | 0 | 0 | |
| GINNY BAIRD | ||||||
| WOMEN'S PHILANTHROPY PRESIDENT | 4.00 | X | 0 | 0 | 0 | |
| AL GUGGENHEIM | ||||||
| VP - TREASURER | 4.00 | X | 0 | 0 | 0 | |
| STEVE ELLENBERG | ||||||
| CHAIRMAN OF THE BOARD | 4.00 | X | 0 | 0 | 0 | |
| DAVID GINSBORG | ||||||
| DIRECTOR | 4.00 | X | 0 | 0 | 0 | |
| VIRGINIA HESS | ||||||
| DIRECTOR | 4.00 | X | 0 | 0 | 0 | |
| BRANDY IVENER | ||||||
| DIRECTOR | 4.00 | X | 0 | 0 | 0 | |
| JOEL RUBNITZ | ||||||
| VP- CAMPUS GOVERNANCE | 4.00 | X | 0 | 0 | 0 | |
| TINA ROSENBLUM | ||||||
| DIRECTOR | 4.00 | X | 0 | 0 | 0 | |
| JULIE KRIGEL | ||||||
| VP - ANNUAL CAMPAIGN | 4.00 | X | 0 | 0 | 0 | |
| MATT BLECHER | ||||||
| DIRECTOR | 4.00 | X | 0 | 0 | 0 | |
| NAT COHEN | ||||||
| DIRECTOR | 4.00 | X | 0 | 0 | 0 | |
| SUSAN GAVENS | ||||||
| DIRECTOR | 4.00 | X | 0 | 0 | 0 | |
| VLADO HERMAN | ||||||
| DIRECTOR | 4.00 | X | 0 | 0 | 0 | |
| STEVE JACKSON | ||||||
| DIRECTOR | 4.00 | X | 0 | 0 | 0 | |
| STEVE ORRIN | ||||||
| DIRECTOR | 4.00 | X | 0 | 0 | 0 | |
| PHIL KIPNIS | ||||||
| DIRECTOR | 4.00 | X | 0 | 0 | 0 | |
| JYL JURMAN | ||||||
| CEO | 40.00 | 179114 | 0 | 51881 | X | |
| CATHLYN WHALEN | ||||||
| CFO | 40.00 | 125000 | 0 | 29696 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 304114 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 81577 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| SILVER SHIELD SECURITY | |||||
| 2107 NORTH 1ST STREET | SAN JOSE | CA | 95131 | SECURITY SERVICES | 325850 |
| GLOBAL MAINTENANCE RESOURCES | |||||
| 1684 DECOTO ROAD | UNION CITY | CA | 94587 | JANITORIAL SERVICES | 298005 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| All Other Contributions | 2158679 | AllOtherContributions |
| Total Contributions | 2158679 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| LEVY FAMILY CAMPUS | 611710 | 3111559 | 3111559 |
| PROGRAM REVENUE | 611710 | 76840 | 76840 |
| COMMUNITY NEWSPAPER | 511110 | 66125 | 66125 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 3254524 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 130715 | TotalRevenueColumn |
| Exclusion | $130,715 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 5219296 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 5003742 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 215554 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 215554 | TotalRevenueColumn |
| Exclusion | $215,554 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 15672 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 0 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 15672 | TotalRevenueColumn |
| Exclusion | $15,672 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5775144 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3254524 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $361,941 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3118117 | Total |
| Program Services | 3118117 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 304114 | Total |
| Program Services | 157468 | ProgramServices |
| Management And General | 80412 | ManagementAndGeneral |
| Fundraising | 66234 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 522798 | Total |
| Program Services | 378782 | ProgramServices |
| Management And General | 53445 | ManagementAndGeneral |
| Fundraising | 90571 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 202894 | Total |
| Program Services | 131576 | ProgramServices |
| Management And General | 32844 | ManagementAndGeneral |
| Fundraising | 38474 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33500 | Total |
| Program Services | 10050 | ProgramServices |
| Management And General | 23450 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19226 | Total |
| Program Services | 9969 | ProgramServices |
| Management And General | 2268 | ManagementAndGeneral |
| Fundraising | 6989 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 59885 | Total |
| Program Services | 54480 | ProgramServices |
| Management And General | 4071 | ManagementAndGeneral |
| Fundraising | 1334 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19810 | Total |
| Program Services | 7413 | ProgramServices |
| Management And General | 11498 | ManagementAndGeneral |
| Fundraising | 899 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7736 | Total |
| Program Services | 2026 | ProgramServices |
| Management And General | 1751 | ManagementAndGeneral |
| Fundraising | 3959 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 57031 | Total |
| Program Services | 57031 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 574796 | Total |
| Program Services | 568575 | ProgramServices |
| Management And General | 6221 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36565 | Total |
| Program Services | 25413 | ProgramServices |
| Management And General | 11152 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| LEVY FAMILY CAMPUS | 739714 | 739714 | ||
| REPAIR AND MAINTENANCE | 85773 | 79107 | 6666 | |
| BAD DEBT | 56865 | 78 | 56787 | |
| OUTSIDE LABOR AND CONSU | 46856 | 35735 | 10745 | 376 |
| INVESTMENT EXPENSE | 40282 | 11149 | 29133 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 179129 | Total |
| Program Services | 119230 | ProgramServices |
| Management And General | 38634 | ManagementAndGeneral |
| Fundraising | 21265 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6105091 | Total |
| Program Services | 5494764 | ProgramServices |
| Management And General | 351093 | ManagementAndGeneral |
| Fundraising | 259234 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1658314 | BOY |
| EOY | 1704966 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1027841 | BOY |
| EOY | 975383 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 299464 | BOY |
| EOY | 142574 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 428265 | BOY |
| EOY | 459372 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34519 | BOY |
| EOY | 8205 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 22884303 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 3460823 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19998276 | BOY |
| EOY | 19423480 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3709043 | BOY |
| EOY | 4404395 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22909 | BOY |
| EOY | 15309 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27178631 | BOY |
| EOY | 27133684 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 186439 | BOY |
| EOY | 161587 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22444 | BOY |
| EOY | 48369 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1800000 | BOY |
| EOY | 1675000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 56229 | BOY |
| EOY | 23643 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2065112 | BOY |
| EOY | 1908599 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21032939 | BOY |
| EOY | 20966291 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1939305 | BOY |
| EOY | 1826068 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2141275 | BOY |
| EOY | 2432726 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25113519 | BOY |
| EOY | 25225085 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27178631 | BOY |
| EOY | 27133684 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -329947 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 441513 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 0 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | 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 | 5968629 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5039341 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2884133 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1811523 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2174351 | CurrentTaxYear |
| Total | 17877977 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5968629 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5039341 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2884133 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1811523 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2174351 | CurrentTaxYear |
| Total | 17877977 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 3139501 | AmountsSubstContributorsTotal |
| Public Support Total170 | 14738476 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 180524 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 134297 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 129789 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 136927 | CurrentTaxYearMinus1Year |
| Current Tax Year | 130715 | CurrentTaxYear |
| Total | 712252 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 116343 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 115445 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 114389 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 101736 | CurrentTaxYearMinus1Year |
| Current Tax Year | 66125 | CurrentTaxYear |
| Total | 514038 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 19104267 | TotalSupport |
| Gross Receipts From Admissions Etc | 12045908 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.77150 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.77480 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 18 | NumberDAFsHeld |
| Donor Advised Contributions | 404067 | DonorAdvisedContributions |
| Grants Paid From Donor Funds | 505105 | GrantsPaidFromDonorFunds |
| Aggregate DAF Value | 1149638 | AggregateDAFValue |
| Disclosed Orgs Legal Control | 1 | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | 1 | DisclosedForCharitablePurposes |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2141275 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 438127 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | -146676 | GrantsOrScholarships |
| End Of Year Balance | 2432726 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2104708 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 200336 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | -163769 | GrantsOrScholarships |
| End Of Year Balance | 2141275 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2343621 | BeginningOfYearBalance |
| Contributions | 75000 | Contributions |
| Investment Earnings Or Losses | -246287 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 67626 | GrantsOrScholarships |
| End Of Year Balance | 2104708 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 4200000 | InvestmentCostOrOtherBasis |
| Book Value | 4200000 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 18200374 | InvestmentCostOrOtherBasis |
| Depreciation | 3005934 | Depreciation |
| Book Value | 15194440 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 483929 | InvestmentCostOrOtherBasis |
| Depreciation | 454889 | Depreciation |
| Book Value | 29040 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 19423480 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DONOR DESIGNATED FUND PAYABLE | Description |
| Amount | $23,643 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 23643 | TotalOfAmounts |
| Total Revenue | 5775144 | TotalRevenue |
| Total Expenses | 6105091 | TotalExpenses |
| Excess Or Deficit For Year | -329947 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 441513 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 441513 | TotalAdjustments |
| Excess Or Deficit Per FS | 111566 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 6216657 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 441513 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 441513 | RevenueNotRptdF990 |
| Revenue Subtotal | 5775144 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 5775144 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 6105091 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 6105091 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 6105091 | TotalExpensesPerForm990 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (17 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Purpose Of GrantPurposeOfGrant | Address Line1AddressForeign/AddressLine1 | CityAddressForeign/City | CountryAddressForeign/Country | Postal CodeAddressForeign/PostalCode |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JEWISH COMMUNITY CENTER | |||||||||||||
| 14855 OKA ROAD SUITE 201 | LOS GATOS | CA | 95032 | 942222989 | 184561 | 1260091 | FMV | BELOW MARKET RENT | FMVGENERAL FUND, FACILIITES | ||||
| YAVNEH DAY SCHOOL | |||||||||||||
| 14855 OKA ROAD SUITE 100 | LOS GATOS | CA | 95032 | 942719901 | 120583 | 462761 | FMV | BELOW MARKET RENT | GENERAL FUND, FACILITIES | ||||
| JEWISH FAMILY SERVICE | |||||||||||||
| 14855 OKA ROAD SUITE 202 | LOS GATOS | CA | 95032 | 942536452 | 113874 | 63083 | FMV | BELOW MARKET RENT | GENERAL FUND, FACILITIES | ||||
| HILLEL OF SILICON VALLEY | |||||||||||||
| 336 E WILLIAM STREET | SAN JOSE | CA | 95112 | 770575153 | 90596 | GENERAL FUND | |||||||
| SO PENINSULA HEBREW DAY SCHOOL | |||||||||||||
| 1030 ASTORIA DRIVE | SUNNYVALE | CA | 94087 | 942174555 | 50120 | GENERAL FUND | |||||||
| CONGREGATION SHIR HADASH | |||||||||||||
| 20 CHERRY BLOSSOM LANE | LOS GATOS | CA | 95032 | 942662529 | 8400 | GENERAL FUND | |||||||
| CHAI HOUSE | |||||||||||||
| 814 ST ELIZABETH DRIVE | SAN JOSE | CA | 95126 | 770064726 | 19000 | GENERAL FUND | |||||||
| KEHILLAH JEWISH HIGH SCHOOL | |||||||||||||
| 3900 FABIAN WAY | PALO ALTO | CA | 94303 | 522203956 | 10000 | GENERAL FUND | |||||||
| CONGREGATION BETH DAVID | |||||||||||||
| 19700 PROSPECT ROAD | SARATOGA | CA | 95070 | 941682250 | 22970 | GENERAL FUND | |||||||
| SJSU JEWISH STUDIES DEPARTMENT | |||||||||||||
| 1 WASHINGTON SQUARE | SAN JOSE | CA | 95192 | 830403915 | 7000 | GENERAL FUND | |||||||
| TEMPLE EMANU-EL RELIGOUS SCHOOL | |||||||||||||
| 1010 UNIVERSITY AVENUE | SAN JOSE | CA | 95126 | 941132316 | 15848 | GENERAL FUND | |||||||
| JEWISH FEDERATIONS OF NORTH AMERICA | |||||||||||||
| 25 BROADWAY SUITE 1700 | NEW YORK | NY | 100041010 | 131624240 | 196140 | FAIR SHARE DUES | |||||||
| CONGREGATION SINAI RELIGION | |||||||||||||
| 1532 WILLOWBRAE AVENUE | SAN JOSE | CA | 95125 | 941546644 | 19253 | GENERAL FUND | |||||||
| FRIENDS OF TEL AVIV SOURASKY MEDICAL CENTER INC | |||||||||||||
| 7500 | GENERAL FUND | 1461 FIRST AVENUE BOX 150 | NEW YORK | IS | 10075 | ||||||||
| BIRTHRIGHT ISRAEL FOUNDATION | |||||||||||||
| 33 EAST 33RD STREET 7TH FLOOR | NEW YORK | NY | 10016 | 134092050 | 8711 | GENERAL FUND | |||||||
| PALO ALTO MEDICAL FOUNDATION | |||||||||||||
| 795 EL CAMINO REAL | PALO ALTO | CA | 94301 | 941156581 | 15000 | GENERAL FUND | |||||||
| UCSF | |||||||||||||
| PO BOX 45339 | SAN FRANCISCO | CA | 941450339 | 942829914 | 315000 | GENERAL FUND | |||||||
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | 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. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Discretionary Spending Account | X | DiscretionarySpendingAccount |
| Written Policy Re T And E Expenses | 0 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JYL JURMAN | |||||||||||||
| 179114 | 0 | 0 | 0 | 0 | 0 | 22432 | 0 | 29449 | 0 | 230995 | 0 | 0 | 0 |
| CATHLYN WHALEN | |||||||||||||
| 125000 | 0 | 0 | 0 | 0 | 0 | 16621 | 0 | 13075 | 0 | 154696 | 0 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| 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 A NON-PUBLIC WEBSITE | |
| 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 12C | |
| 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 B, LINE 15A | |
| FORM 990 IS AVAILABLE TO PUBLIC UPON REQUEST THROUGH TELEPHONE OR EMAIL. | FORM 990, PART VI, SECTION C, LINE 18 | |
| ANYBODY WHO NEEDS THIS INFORMATION CAN CONTACT THE JEWISH FEDERATION OFFICE THROUGH TELEPHONE OR EMAIL. CONTACT INFORMATION IS AVAILABLE ON THE INTERNET. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 441,513. | FORM 990, PART XI, LINE 5: |
| 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. | PART XI LINE 2C |
Comments