2011-05-16T20:06:52-05:00 2010-06-30 HOOD & STRONG LLP CPAS 100 FIRST STREET 14th FLOOR SAN FRANCISCO CA 94105 990 2009-07-01 770185734 Oshman Family Jewish Community Center OSHM 6502238600 3921 FABIAN WAY Palo Alto CA 94303 haim hovav 6502238600 2011-05-16 1 4157810793 2009 2016-02-24 21:20:13Z Alan Sataloff 3921 FABIAN WAY PALO ALTO CA 94303 24312429 0 X www.PaloAltoJCC.org X 1960 CA THE OSHMAN FAMILY JCC UNITES JEWISH INSTITUTIONS AND WORKS FOR THE BETTERMENT OF THE COMMUNITY. 22 22 152 125 0 0 12711682 12427925 2520544 7372183 6325054 3511366 -446756 758026 21110524 24069500 181487 298275 0 4148150 8050609 0 631367 8771341 14010182 13100978 22359066 8009546 1710434 239312540 236436142 152468912 146085662 86843628 90350480 THE OFJCC ESTABLISHES COMMON GROUND & UNITES JEWISH INSTITUTIONS AND INDIVIDUALS OF THE COMMUNITY. THE OSHMAN FAMILY JEWISH COMMUNITY CENTER ASPIRES TO BE A JEWISH NEIGHBORHOOD WHERE ALL ARE WELCOME. IT SERVES AS A NEXUS OF DIVERSE JEWISH COMMUNITIES THAT OPEN DOORS AND CREATE CONNECTIONS FOR RICH, ROBUST, AND REWARDING EXPERIENCES. THE OSHMAN FAMILY JEWISH COMMUNITY CENTER ESTABLISHES COMMON GROUND, UNITING JEWISH INSTITUTIONS, GROUPS AND INDIVIDUALS FOR THE BETTERMENT OF THE WHOLE COMMUNITY. THE OSHMAN FAMILY JEWISH COMMUNITY CENTER IS A 21ST CENTURY JEWISH NEIGHBORHOOD THAT STRENGTHENS AND INTEGRATES OUR JEWISH COMMUNITY AS WE EMBODY AN INCLUSIVE, CARING ENVIRONMENT THAT CELEBRATES THE DIVERSITY AND INNOVATIVE SPIRIT OF OUR REGION, OFFER OUTSTANDING CIVIC, EDUCATIONAL, RECREATIONAL, WELLNESS AND CULTURAL PROGRAMMING THAT SPEAKS TO OUR CORE VALUES AND COMMON CONCERNS AS MODERN JEWS. 0 0 3522596 613394 2120998 Early Childhood Education ProgramsThe early childhood department serves children from the ages of two years to five years. Classes are led by early childhood professionals who help provide opportunities for each child to work on mastery of the physical, intellectual, social and emotional tasks that are appropriate to his or her individual level of development. Care-giver and tots programs are available for toddlers. Programs also include parent education, after school enrichment programs, extended day programs for children of working parents and family programming at holiday times. 6028275 8500 3968939 Fitness and Sports ProgramsThe OFJCC strives to enhance fitness and health for all backgrounds and levels in our state of the art facilities. The Fitness and Sports programs promote active and healthy lifestyles by encouraging physical activity and fostering relationships through sports leagues, swimming programs and exercise classes for all ages. Center Members may choose to participate in a Pilates class, brush up on their stroke with an aquatics expert or de-stress with meditation, yoga or massage. The on-site nutritionist, physical therapist and personal trainers provide long-term tools that allow individuals to improve their quality of life. 791369 277113 530809 Cultural ArtsCultural arts traditional and innovative programs in music, dance, theater, literary and visual arts build bridges, stretch the imagination and expose the community to new ways of thinking. The department and its programs bring a full program of eclectic performances, art exhibits and thought provoking discussions for people of all ages to explore and experience the best of what our culture has to offer.The cultural arts department includes also the Russian programs - The Russian department plays a major role in the integration of immigrants into their new society. It adds social, cultural and spiritual depth to their lives, helping them preserve their heritage while adapting to life in America. The emigre department enriches our Jewish community with the energy, talents and experiences the emigres bring with them. The department is also researching the program needs of the next generation - the children of immigrants. These young people are clearly American, and need to honor their Russian roots. 1619609 222764 751437 1619609 222764 751437 11961849 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 32 0 1 152 1 0 0 0 0 0 1 1 0 0 0 22 22 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X Marsha Deslauriers 6502238600 3921 FABIAN WAY Palo Alto CA 94303 Jim Baer 2.00 X 0 0 0 Steven Bauman 2.00 X 0 0 0 Steven boal 2.00 X 0 0 0 Rick burt 2.00 X 0 0 0 Shelley doran 2.00 X 0 0 0 Bruce fram 2.00 X 0 0 0 Nanette freedland 2.00 X 0 0 0 Anil godhwani 2.00 X 0 0 0 Emeri handler 2.00 X 0 0 0 Stuart klein 2.00 X 0 0 0 Amnon landan 2.00 X 0 0 0 Sharon leslie 2.00 X 0 0 0 David leVine 2.00 X 0 0 0 Daryl Messinger 2.00 X 0 0 0 Stephanie Oshman 2.00 X 0 0 0 Anne Perlman 2.00 X 0 0 0 Julia Popowitz 2.00 X 0 0 0 Keith Raffel 2.00 X 0 0 0 Paul Resnick 2.00 X 0 0 0 Orli Rinat 2.00 X 0 0 0 Carol Saal 2.00 X 0 0 0 Albert Schultz 2.00 X 0 0 0 Alan Sataloff 40.00 X 463551 0 24436 Jonathan Kaplan 40.00 X 185246 0 9322 Miriam Sells 40.00 X 131791 0 10224 Karen Einbinder 40.00 X 119723 0 12544 Haim Hovav 40.00 X 168503 0 19888 Linda Plafker 40.00 X 79792 0 7845 Caren Gans 40.00 X 95108 0 6254 Sally Oken 40.00 X 92295 0 6207 paul raczynski 40.00 X 103588 0 6308 heidi stein 40.00 X 76886 0 5865 Randi Brenowitz 32.00 X 123800 0 18174 1296202 0 100896 7 0 1 0 Club One 555 Market Street 13th Floor San Francisco CA 94105 Run Fitness Department 2394609 Crothall 955 Chesterbook Blvd Suite 300 Wayne PA 19087 Housekeeping & Janitorial Services 905734 High Com Security 1440 Broadway Suite 405 Oakland CA 94612 Security Services 277500 PC Consult PO Box 591082 San Francisco CA 94159 Computer Consulting 141778 4 436103 11991822 4777 12427925 Program Revenue 900099 4204965 4204965 Membership Dues 900099 3167218 3167218 7372183 3486630 3486630 648805 88522 560283 560283 560283 99954 75218 99954 -75218 24736 24736 89584 436103 79189 10395 10395 Other Revenue 900099 187348 187348 187348 24069500 7372183 0 4269392 298275 298275 1068814 883568 185246 5644553 5266025 179582 198946 159180 99068 47019 13093 627889 532689 72659 22541 550173 460444 57461 32268 1156136 890008 213696 52432 32581 3049 29532 50480 50480 24803 16727 6053 2023 345265 307184 32474 5607 498469 392205 66088 40176 740713 693637 44858 2218 92430 69203 20175 3052 5641502 5641502 3241976 2536101 694688 11187 125172 97956 26785 431 Letter of Credit Fees 1651793 1651793 Furniture and Equipment 183369 129502 30731 23136 Other Expenses 130217 94774 35443 Membership Dues and Fee 51077 36349 11335 3393 Other Expenses 44199 38653 5371 175 22359066 11961849 9765850 631367 49425 43435 286068 3452105 26405183 13548830 439654 386761 649511 64268 126380459 3309058 116358415 123071401 62622206 93268145 45000 45000 32457078 2556197 239312540 236436142 7756442 2029421 820861 796449 143891609 143259792 152468912 146085662 X -9924049 -14299570 96767677 102691712 1958338 86843628 90350480 239312540 236436142 X 0 1 1 X 0 X 1865155 1990200 89234546 12711682 12427926 118229509 2191243 2143611 2232257 2339057 7372183 16278351 4056398 4133811 91466803 15050739 19800109 134507860 230000 685900 10000 45866 141200 1112966 0 230000 685900 10000 45866 141200 1112966 133394894 7198 24388 5690374 6381226 4135435 16238621 7198 24388 5690374 6381226 4135435 16238621 187348 187348 4063596 4158199 97157177 21431965 24122892 150933829 0.88380 0.88750 0.10760 0.09320 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 2852498 2852498 0.31350 0.68650 0 0 23113785 23113785 101753574 3083442 98670132 689234 94337 594897 823866 131279 692587 123071401 Vanguard investment fund 11891 F Bank of America Capital 83848725 F Bond 9407529 F 93268145 Bonds Payable 134915000 Interest Rate Hedging Derivatives 8344792 143259792 24069500 22359066 1710434 1796418 1796418 3506852 26033629 1796418 167711 1964129 24069500 0 24069500 22526777 167711 167711 22359066 0 22359066 Part V, Line 4: Description of Intended Use of Endowment Funds: The JCC's endowments consist of 5 individual funds, most of which were established to generate general operating support to the JCC. Its endowment includes donor-restricted and board designated endowment funds. As required by accounting principles generally accepted in the United States of America (GAAP), net assets associated with endowment funds, including funds designated by the Board of Directors to function as endowments, are classified and reported based on the existence or absence of donor-imposed restrictions. According to the JCC's investment policy, annual draws on the endowment fund will be less than or equal to 5% of the value at the end of the last fiscal year, but will not exceed an amount which when subtracted from the current value of the endowment will reduce the value of the endowment to an amount below the average value at the end of the last three fiscal years. Part X: Description of Uncertain Tax Positions Under FIN 48: The JCC has been granted tax-exempt status under Section 501(c)(3) of the Internal Revenue Code and Section 23701(d) of the California Revenue and Taxation Code. In addition, the JCC has been determined by the Internal Revenue Service not to be a private foundation within the meaning of Section 509(a) of the Internal Revenue Code. Part XII, Line 2d - Other Adjustments: Rental Expense: 88522. Rundraising Direct Expense: 79189. Part XIII, Line 2d - Other Adjustments: Fundraising Direct Expense: 79189. Rental Expense: 88522. Russian Fair 6165 6165 4190 Auction 519522 429938 89584 30192 44807 1 525687 436103 89584 30192 48997 79189 10395 0.00000 1 Early Childhood Education Scholarships 52 246811 Maccabi 3 4800 Summer Camp 27 36203 T'Enna Camp 17 10461 Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: The Community has been able to establish a fund-a-need program. Scholarships are awarded for our award winning preschool and summer day camp. Scholarships are based on need only and are awarded by our financial aid committee. The maximum scholarship is 50% of fees or tuition. For single parent households or in cases where both parents are employed, but the family still qualifies for financial aid, scholarships are also awarded for our after-care programs. If one parent is not working, we do not offer assistance for after-care. X X X X X X 0 0 0 0 0 0 0 0 0 Alan Sataloff 319115 0 0 0 144436 0 12800 0 11636 0 487987 0 0 0 Jonathan Kaplan 175924 0 0 0 9322 0 5250 0 4072 0 194568 0 0 0 Haim Hovav 148615 0 0 0 19888 0 7100 0 12788 0 188391 0 0 0 ABAG FINANCE AUTHORITY 943130123 00037clv0 2007-08-01 134915000 FACILITY CONSTRUCTION 0 0 134915000 8561549 8561549 2770793 123582658 2009 0 0 1 1 0 0 0 0 1 0.00000 0.00000 0.00000 1 0 1 1 Bank of America 4.833330000000 0 0 1 Form 990, Part VI, Section B, line 11 The OFJCC accounting firm forwarded the form 990 to the CFO & CEO. The CFO & CEO forwarded the form 990 to the board members for their review prior to filing the form 990. Board members are encouraged to review the form 990 and to forward their questions to the CFO. Either the CFO or the accounting firm addressed the questions from the board. Form 990, Part VI, Section B, line 12c THE ORGANIZATION SENDS OUT POLICY REMINDERS AND MAINTAINS OVERALL OVERSIGHT TO POTENTIAL CONFLICTS. Form 990, Part VI, Section B, line 15 CEO - Approval by Board and Executive Committee. Officers and Key Employees - Review of comparability data and contemporaneous substantiation approval by HR and CEO within an approved budget by the board. Form 990, Part VI, Section C, line 19 The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request with the public disclosure version. Form 990 Part XI, Ln 2C: Audit Committee Role The role of the audit committee has not changed from the prior year.