2011-05-06T10:44:22-05:00 2010-08-31 CROSS FERNANDEZ & RILEY LLP 201 S ORANGE AVE SUITE 800 ORLANDO FL 328013421 990 2009-09-01 590946923 The Jewish Federation of Greater Orlando JEWI 4076455933 851 N maitland avenue maitland FL 32751 IAN ROBINSON 4076455933 2011-05-06 1 Anne-Marie Barrett CPA 4078416930 2009 2016-02-24 21:20:13Z IAN ROBINSON 851 N maitland avenue maitland FL 32751 3431812 0 X WWW.ORLANDOJEWISHFED.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. 18 18 11 200 0 0 2943153 2507492 1051261 787864 58753 112285 5188 -44622 4058355 3363019 2034502 259914 0 720776 637899 0 299256 1793142 1787657 4548420 2685470 -490065 677549 26421039 20069224 9181617 7016937 17239422 13052287 TO NURTURE A UNIFIED JEWISH COMMUNITY THAT TRANSCENDS GENERATIONS AND NEIGHBORHOODS. 0 0 534799 259914 Connecting members of our community by supporting and funding outreach and social services, both locally and in Israel. 88556 61257 Beit Hamidrash - Our successful 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 200 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. 23703 14716 Or Hadash - As the only group in Central Florida that reaches out to over 2000 young Jewish professionals through social, philanthropic and educational activities, Or Hadash is where Orlando's Jewish 20 and 30-somethings 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. 1197724 711891 Rental of facilities to other Jewish nonprofit organizations. 1197724 711891 1844782 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 45 0 11 1 0 0 0 0 0 0 0 18 18 0 0 1 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 Bud Brewer 1.00 X 0 0 0 NeaL CRASNOW 1.00 X 0 0 0 Debby GENDZIER 1.00 X X 0 0 0 Hope Kramer Sept-Dec 2009 45.00 X X 34885 0 0 JoDI KRINKER 1.00 X 0 0 0 jEANNIE LEAVITT 1.00 X X 0 0 0 lauriE LEVIN 1.00 X 0 0 0 brian margolis 1.00 X 0 0 0 marilYN MARKS 1.00 X 0 0 0 Mike Masur 1.00 X 0 0 0 Ava Maxwell 1.00 X 0 0 0 Rhonda Pearlman 1.00 X X 0 0 0 ian Robinson 1.00 X X 0 0 0 Adam Scheinberg 1.00 X 0 0 0 Philip Senderowitz 1.00 X 0 0 0 Rabbi JoNATHAN SIGER 1.00 X 0 0 0 Elaine Silver 1.00 X X 0 0 0 Michael Soll 1.00 X 0 0 0 Barbara Weinreich 1.00 X 0 0 0 Lynne SHEFSKY 1.00 X 0 0 0 Pam KANCHER 1.00 X 0 0 0 Marvin Friedman 1.00 X 0 0 0 Barry KUDLOWITZ 1.00 X 0 0 0 Nancy LUDIN 1.00 X 0 0 0 Leslie Collin 1.00 X 0 0 0 DAWN PHELPS 40.00 X 59450 0 0 94335 0 0 0 0 0 0 0 41221 96602 2369669 2507492 FACILITY RENTAL 532000 711891 711891 Tuition Revenue 611710 44722 44722 Program Fees 611710 31251 31251 787864 112643 112643 358 -358 -358 -358 22106 41221 68435 -46329 -46329 MISCELLANEOUS INCOME 900099 1707 1707 1707 3363019 789213 0 66314 259914 259914 166390 33278 57880 75232 406969 275466 37549 93954 24221 12290 4148 7783 40319 24582 4319 11418 30134 5421 20111 4602 56639 56639 115272 115272 73297 4629 65102 3566 13936 382 13554 15531 696 10615 4220 16819 11035 5590 194 104815 70595 34220 5824 5824 209722 202263 7459 648234 632193 16041 23037 10800 12237 FACILITY MANAGEMENT 201064 201064 0 0 BAD DEBT EXPENSE 126944 0 126944 0 PROGRAMS AND EVENTS 100248 37673 0 62575 PRINTING & Postage 31548 3934 9100 18514 14593 1928 9021 3644 2685470 1844782 541432 299256 1485367 112529 1563684 1141913 174560 152880 12991 11063 23446833 6604674 17392862 16842159 5549277 1577899 242298 230781 26421039 20069224 514970 88325 5660000 4405000 133317 1375000 367700 1498330 2155912 9181617 7016937 X 16658251 13001672 327763 50615 253408 0 17239422 13052287 26421039 20069224 X 0 1 1 X 0 X 3633836 3106261 5143733 2943153 2507492 17334475 3633836 3106261 5143733 2943153 2507492 17334475 2253877 15080598 5432 35415 124454 58753 112643 336697 9393 48523 5839 5188 1707 70650 17741822 5728178 0.85000 0.86170 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2703486 2703486 17751850 4899238 12852612 1999623 1253971 745652 968745 451465 517280 23129 23129 16842159 INVESTMENTS HELD BY TOP Jewish Foundation 961391 F ISRAEL BOND 1000 C Interest in net assets of TOP Jewish Foundation 615508 F 1577899 ALLOCATIONS PAYABLE 268779 INTEREST RATE SWAP LIABILITY 902133 TAXABLE BOND 985000 2155912 3363019 2685470 677549 43213 -4642368 -265529 -4864684 -4187135 3409695 43213 3105 358 46676 3363019 0 3363019 2954462 3105 265887 268992 2685470 0 2685470 Part X: Description of Uncertain Tax Positions Under FIN 48: The Federation follows Accounting Standards Codification (ASC) 740, "Income Taxes," which provides guidance on the financial statement recognition and measurement of a tax position taken or expected to be taken in a tax return. The Federation has no uncertain tax positions that require either recognition or disclosure in the financial statements. 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. Part XI, Line 8 - Other Adjustments: Loss on Disposal of Asset: 0. Decrease in value of Interest Swap: -265529. Part XII, Line 2d - Other Adjustments: Loss on Disposal of Assets included in Expenses for audit: 358. Part XIII, Line 2d - Other Adjustments: Loss on Disposal of Assets included in Expenses for audit: 358. Decrease in value of interest rate swap: 265529. CHOICES 2010 63327 41221 22106 5075 12920 50440 63327 41221 22106 5075 12920 50440 68435 -46329 1 Jewish Community Center 851 N Maitland Ave Maitland FL 32751 237448234 501(c)(3) 256492 To support opening of 2nd location - unrestricted assistance for operations. 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 0 0 0 0 Form 990, Part VI, Section A, line 4 On 6/6/10, the board approved amending the by-laws to add a nominating committee. Form 990, Part VI, Section B, line 11 The tax preparer sends a copy of the return to the organization prior to filing. The Board, Director of Finance and the CEO review the return and approve 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.