2012-05-15T13:38:59-05:00 2011-06-30 JOHANSON AND YAU ACCOUNTANCY CORP 160 WEST SANTA CLARA ST SUITE 900 SAN JOSE CA 95113 990 2010-07-01 941167405 JEWISH FEDERATION OF SILICON VALLEY JEWI 4083583033 14855 OKA ROAD NO 200 LOS GATOS CA 95032 CATHLYN WHALEN 4083583033 2012-05-14 1 FREDERICK U LEONARD 4082885111 2010 2016-02-24 21:20:13Z CATHLYN WHALEN 14855 OKA ROAD 200 LOS GATOS CA 95032 10778886 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 12 75 0 0 1762349 2158679 3340230 3254524 320242 346269 -16183 15672 5406638 5775144 3062070 3118117 0 0 1027583 1029806 0 0 259234 2084888 1957168 6174541 6105091 -767903 -329947 27178631 27133684 2065112 1908599 25113519 25225085 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 3118117 DESIGNATED GIVING TO FUND & SUPPORT AGENCIES AND PROGRAMS INCLUDING JEWISH COMMUNITY CENTER, LOCAL DAY SCHOOLS & SYNAGOGUES 1683472 3111559 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. 81883 66125 JEWISH COMMUNITY NEWS - PUBLISH A COMMUNITY PERIODICAL HIGHLIGHTING LOCAL JEWISH COMMUNITY NEWS, EVENTS AND ACTIVITIES. 611292 76840 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. 611292 76840 5494764 1 1 0 0 0 1 0 0 0 1 1 0 0 1 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 8 0 1 12 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 CATHLYN WHALEN 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 179114 0 51881 CATHLYN WHALEN 40.00 X 125000 0 29696 304114 0 81577 2 0 1 0 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 2 2158679 2158679 LEVY FAMILY CAMPUS 611710 3111559 3111559 PROGRAM REVENUE 611710 76840 76840 COMMUNITY NEWSPAPER 511110 66125 66125 3254524 130715 130715 5219296 5003742 215554 215554 215554 15672 0 15672 15672 5775144 3254524 0 361941 3118117 3118117 304114 157468 80412 66234 522798 378782 53445 90571 202894 131576 32844 38474 33500 10050 23450 19226 9969 2268 6989 59885 54480 4071 1334 19810 7413 11498 899 7736 2026 1751 3959 57031 57031 574796 568575 6221 36565 25413 11152 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 179129 119230 38634 21265 6105091 5494764 351093 259234 1658314 1704966 1027841 975383 299464 142574 428265 459372 34519 8205 22884303 3460823 19998276 19423480 3709043 4404395 22909 15309 0 0 27178631 27133684 186439 161587 22444 48369 1800000 1675000 56229 23643 2065112 1908599 X 21032939 20966291 1939305 1826068 2141275 2432726 25113519 25225085 27178631 27133684 X -329947 441513 X X 0 1 0 X 0 X 5968629 5039341 2884133 1811523 2174351 17877977 5968629 5039341 2884133 1811523 2174351 17877977 3139501 14738476 180524 134297 129789 136927 130715 712252 116343 115445 114389 101736 66125 514038 19104267 12045908 0.77150 0.77480 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 18 404067 505105 1149638 1 1 2141275 438127 -146676 2432726 2104708 200336 -163769 2141275 2343621 75000 -246287 67626 2104708 0 0 4200000 4200000 18200374 3005934 15194440 483929 454889 29040 19423480 DONOR DESIGNATED FUND PAYABLE 23643 23643 5775144 6105091 -329947 441513 441513 111566 6216657 441513 441513 5775144 0 5775144 6105091 0 6105091 0 6105091 1 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 1461 FIRST AVENUE BOX 150 NEW YORK IS 10075 7500 GENERAL FUND 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 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 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 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 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 GAINS ON INVESTMENTS: 441,513. 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.