JEWISH FEDERATION OF SOUTHERN ARIZONA: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
JEWISH FEDERATION OF SOUTHERN ARIZONA (EIN 86-0096795)
Tax period
2010-01-01 to 2010-12-31
Filed
2011-10-19
IRS object ID
201132929349301018
Schema version
2010v3.2
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

FieldValueIRS element (for citing)
Timestamp2011-10-19T16:03:03-07:00Timestamp
Tax Period End Date2010-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1DeVries CPAs of Arizona PCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line14349 East Fifth StreetAddressLine1
CityTucsonCity
StateAZState
ZIP Code857112025ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2010-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN860096795EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1Jewish Federation of Southern ArizonaBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlJEWINameControl
Phone5205779393Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line13822 E River RoadAddressLine1
CityTucsonCity
StateAZState
ZIP Code85718ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameStuart MellanName
TitlePresident & CEOTitle
Date Signed2011-10-19DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
NameMike DeVriesName
Phone5202986200Phone
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-03-07 17:11:31ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonJeff KatzNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line13822 E River Road Ste 100AddressLine1
CityTucsonCity
StateAZState
ZIP Code85718ZIPCode
FieldValueIRS element (for citing)
Gross Receipts7057822GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
All Affiliates IncludedfalseAllAffiliatesIncluded
Organization501c3XOrganization501c3
Web Sitewww.jewishtucson.orgWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1947YearFormation
State Legal DomicileAZStateLegalDomicile
Activity Or Mission DescriptionGuided 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.ActivityOrMissionDescription
Nbr Voting Members Governing Body106NbrVotingMembersGoverningBody
Nbr Independent Voting Members106NbrIndependentVotingMembers
Total Nbr Employees54TotalNbrEmployees
Total Nbr Volunteers500TotalNbrVolunteers
Total Gross UBI328550TotalGrossUBI
Contributions Grants Prior Year4317358ContributionsGrantsPriorYear
Contributions Grants Current Year4080963ContributionsGrantsCurrentYear
Program Service Revenue Prior Year481679ProgramServiceRevenuePriorYear
Program Service Revenue CY616013ProgramServiceRevenueCY
Investment Income Prior Year-208792InvestmentIncomePriorYear
Investment Income Current Year985783InvestmentIncomeCurrentYear
Other Revenue Prior Year-153706OtherRevenuePriorYear
Other Revenue Current Year-117042OtherRevenueCurrentYear
Total Revenue Prior Year4436539TotalRevenuePriorYear
Total Revenue Current Year5565717TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year2641143GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY2460120GrantsAndSimilarAmntsCY
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year1612710SalariesEtcPriorYear
Salaries Etc Current Year1498537SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year312950TotalFundrsngExpCurrentYear
Other Expense Prior Year1011324OtherExpensePriorYear
Other Expenses Current Year1071237OtherExpensesCurrentYear
Total Expenses Prior Year5265177TotalExpensesPriorYear
Total Expenses Current Year5029894TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-828638RevenuesLessExpensesPriorYear
Revenues Less Expenses CY535823RevenuesLessExpensesCY
Total Assets BOY15541378TotalAssetsBOY
Total Assets EOY16089870TotalAssetsEOY
Total Liabilities BOY384256TotalLiabilitiesBOY
Total Liabilities EOY397098TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY15157122NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY15692772NetAssetsOrFundBalancesEOY
Mission DescriptionThe 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.MissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense4194937Expense
Grants2460120Grants
Revenue211587Revenue
DescriptionSince 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 programs The 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 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 Center Handmaker Jewish Services for the Aging Tucson Hebrew Academy Jewish Family and Children's Services U of A Hillel FoundationDescription
Total Program Service Expense4194937TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredtrueScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiesfalseLobbyingActivities
Subject To Proxy TaxfalseSubjectToProxyTax
Donor Advised FundsfalseDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArtfalseCollectionsOfArt
Credit CounselingfalseCreditCounseling
Term Or Permanent EndowmentstrueTermOrPermanentEndowments
Report Land Bldg EquiptrueReportLandBldgEquip
Report Invest Oth SecuritiestrueReportInvestOthSecurities
Report Prog Rel InvestfalseReportProgRelInvest
Report Other AssetsfalseReportOtherAssets
Report Other LiabilitiesfalseReportOtherLiabilities
Report Fin48 FootnotefalseReportFin48Footnote
Independent Audit Financial StmtfalseIndependentAuditFinancialStmt
Consolidated Audit Financial StmttrueConsolidatedAuditFinancialStmt
SchoolfalseSchool
Foreign OfficefalseForeignOffice
Foreign ActivitiesfalseForeignActivities
More Than5000 K To OrganizationsfalseMoreThan5000KToOrganizations
More Than5000 K To IndividualsfalseMoreThan5000KToIndividuals
Professional FundraisingfalseProfessionalFundraising
Fundraising ActivitiestrueFundraisingActivities
GamingfalseGaming
HospitalfalseHospital
Grants To OrganizationstrueGrantsToOrganizations
Grants To IndividualstrueGrantsToIndividuals
Schedule J RequiredtrueScheduleJRequired
Tax Exempt BondsfalseTaxExemptBonds
Invest Tax Exempt BondsfalseInvestTaxExemptBonds
Escrow AccountfalseEscrowAccount
On Behalf Of IssuerfalseOnBehalfOfIssuer
Excess Benefit TransactionfalseExcessBenefitTransaction
Prior Excess Benefit TransactionfalsePriorExcessBenefitTransaction
Loan To Officer Or DQPfalseLoanToOfficerOrDQP
Grant To Related PersonfalseGrantToRelatedPerson
Bsnss Rltnshp With OrganizationfalseBsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family MemberfalseBsnssRltnshpThruFamilyMember
Officer Entity With Bsnss RltnshpfalseOfficerEntityWithBsnssRltnshp
Deductible Non Cash ContributionstrueDeductibleNonCashContributions
Deductible Contributions Of ArtfalseDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntityfalseDisregardedEntity
Related EntitytrueRelatedEntity
Related Org Controlled EntityfalseRelatedOrgControlledEntity
Transaction Related EntitytrueTransactionRelatedEntity
Transfers To Exempt Non Chrtbl OrgfalseTransfersToExemptNonChrtblOrg
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Number Forms Transmitted With109630NumberFormsTransmittedWith1096
Number W2 G Included1NumberW2GIncluded
Compliance With Backup WitholdingtrueComplianceWithBackupWitholding
Number Of Employees54NumberOfEmployees
Employment Tax Returns FiledtrueEmploymentTaxReturnsFiled
Unrelated Business IncometrueUnrelatedBusinessIncome
Form990-T FiledtrueForm990-TFiled
Foreign Financial AccountfalseForeignFinancialAccount
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Form8886 T FiledfalseForm8886TFiled
Non Deductible ContributionsfalseNonDeductibleContributions
Non Deductible DisclosurefalseNonDeductibleDisclosure
Quid Pro Quo ContributionstrueQuidProQuoContributions
Quid Pro Quo DisclosuretrueQuidProQuoDisclosure
Form8282 Property Disposed OffalseForm8282PropertyDisposedOf
Number Of8282 Filed0NumberOf8282Filed
Funds To Pay PremiumsfalseFundsToPayPremiums
Premiums PaidfalsePremiumsPaid
Form8899 FiledfalseForm8899Filed
Form1098 C FiledtrueForm1098CFiled
Excess Business HoldingsfalseExcessBusinessHoldings
Taxable DistributionsfalseTaxableDistributions
Distribution To DonorfalseDistributionToDonor
Filed Lieu1041falseFiledLieu1041
Licensed More Than One StatefalseLicensedMoreThanOneState
Indoor Tanning ServicesfalseIndoorTanningServices
Form720 FiledfalseForm720Filed
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members106NbrVotingGoverningBodyMembers
Number Independent Voting Members106NumberIndependentVotingMembers
Family Or Business RelationshiptrueFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocsfalseChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholdersfalseMembersOrStockholders
Election Of Board MembersfalseElectionOfBoardMembers
Decisions Subject To ApprovalfalseDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Minutes Of CommitteestrueMinutesOfCommittees
Officer Mailing AddressfalseOfficerMailingAddress
Local ChaptersfalseLocalChapters
Policies Reference ChaptersfalsePoliciesReferenceChapters
Form990 Provided To Governing BodytrueForm990ProvidedToGoverningBody
Conflict Of Interest PolicytrueConflictOfInterestPolicy
Annual Disclosure Covered PersonstrueAnnualDisclosureCoveredPersons
Regular Monitoring EnforcementtrueRegularMonitoringEnforcement
Whistleblower PolicytrueWhistleblowerPolicy
Document Retention PolicytrueDocumentRetentionPolicy
Compensation Process CEOtrueCompensationProcessCEO
Compensation Process OthertrueCompensationProcessOther
Investment In Joint VenturefalseInvestmentInJointVenture
Written Policy Or ProcedurefalseWrittenPolicyOrProcedure
States Where Copy Of Return Is FiledAZStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonAmy MerkelNamePerson
Telephone Number5205779393TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line13822 E River RoadAddressLine1
CityTucsonCity
StateAZState
ZIP Code85718ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (126 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationKey EmployeeKeyEmployeeOfficerOfficer
Thomas Warne
Director1.00X000
Thomas Sayler-Brown
Director1.00X000
Terry Perl
Director1.00X000
Sue Schurgin
Director1.00X000
Stuart Mellan
President & CEO40.00174216027621X
Steven Lightman
Life Member1.00X000
Steve Kippur
Director1.00X000
Stephen Rodgveller
VOP Director1.00X000
Shira Ledman
VOP Director1.00X000
Sherry Belkin
Director1.00X000
Shelly Jo Pozez
Director1.00X000
Sharon Klein
Director1.00X000
S Leonard Scheff
Life Member1.00X000
Ruth Zales
Life Member1.00X000
Rosie Eilat-Kahn
Director1.00X000
Ronald Weintraub
Director1.00X000
Rodney Glassman
Director1.00X000
Robert Glaser
Treasurer1.00X000X
Richard Spreiser
Director1.00X000
Richard Fink
Life Member1.00X000
Richard Belkin
Life Member1.00X000
Randie Collier
Director1.00X000
Rabbi Thomas Louchheim
Honorary Member1.00X67600
Rabbi Stephanie Aaron
Honorary Member1.00X49000
Rabbi Shafir Lobb
Honorary Member1.00X000
Rabbi Samuel Cohon
Honorary Member1.00X000
Rabbi Robert Eisen
Honorary Member1.00X000
Rabbi Kelly Gludt
Honorary Member1.00X36800
Rabbi Joseph Weizenbaum
Honorary Member1.00X000
Rabbi Joseph Shemtov
Honorary Member1.00X000
Rabbi Jason Holtz
Honorary Member1.00X000
Rabbi Israel Becker
Honorary Member1.00X76500
Rabbi Helen Cohn
Honorary Member1.00X65000
Rabbi David Ebstein
Honorary Member1.00X000
Rabbi Billy Lewkowicz
Honorary Member1.00X115000
Rabbi Arthur Oleisky
Honorary Member1.00X000
Phil Bregman
Director1.00X000
Paul Baker
Life Member1.00X000
Nina Isaac
Director1.00X000
Myles Beck
VOP Director1.00X000
Michelle Blumenberg
VOP Director1.00X000
Michael Finkelstein
Honorary Member1.00X000
Meryl Tischler
Life Member1.00X000
Mel Cohen
VOP Director1.00X000
Matthew Rothman
VOP Director1.00X000
Martha Sampson
Director1.00X000
Mark Ross
Director1.00X000
Marilyn Einstein
Director1.00X000
Marcelle Joffe
Director1.00X000
Madeline Friedman
Vice Chair2.00X000X
Lynda Rogoff
Director1.00X000
Linda Tumarkin
Life Member1.00X000
Lex Sears
Life Member1.00X000
Larry Gellman
Vice Chair2.00X000X
Ken Light
VOP Director1.00X000
Kathryn Unger
Sr Vice Chair4.00X000X
Karen Katz
Life Member1.00X000
Karen Faitelson
Director1.00X000
Joyce Stuehringer
Vice Chair2.00X000X
Jonathan Rothschild
VOP Director1.00X000
Jill Rich
Director1.00X000
Jerry Sonenblick
Life Member1.00X000
Jerry Neuman
VOP Director1.00X000
Jennifer Miller Grant
Immd Past Chair1.00X000X
Jennifer Cassius
Director1.00X000
Jeff Katz
Chair6.00X000X
Jeff Artzi
Director1.00X000
Janet Seltzer
Life Member1.00X000
Jane Kivel
Director1.00X000
Jane Ash
Director1.00X000
James Whitehill
VOP Director1.00X000
Irene Sarver
Life Member1.00X000
Harold Greenberg
Life Member1.00X000
Gerry Tumarkin
Life Member1.00X000
Gary Kippur
Director1.00X000
Fran Katz
Life Member1.00X000
Fern Feder
Director1.00X000
Esther Sherberg
Life Member1.00X000
Esther Capin
Director1.00X000
Essie Nadler
Life Member1.00X000
Elsa Goldberg
Director1.00X000
Elizabeth Weiner Schulman
VOP Director1.00X000
Drew Rosenthal
VOP Director1.00X000
Dr Steven Seltzer
VOP Director1.00X000
Dr Ronald Kolker
Life Member1.00X000
Dr Ned Bloomfield
Life Member1.00X000
Dr Nancy Koff
Director1.00X000
Dr Julie Feldman
Secretary2.00X000X
Dr Jeffrey Katz
Director1.00X000
Dr Jack Cole
Life Member1.00X000
Dr Howard Schwartz
Director1.00X000
Dr Eliot Barron
Director1.00X000
Dr Edward Rogoff
Director1.00X000
Dr Earl Surwit
VOP Director1.00X000
Dr Daniel Karsch
Life Member1.00X000
Donna Levy
Director1.00X000
Donna Beyer
Former Vice Chr1.00X000X
Donald Diamond
Life Member1.00X000
Don Baker
Director1.00X000
Dianne Grobstein
Director1.00X000
Diane Weintraub
Director1.00X000
Deanna Myerson
Director1.00X000
Deanna Evenchik
VOP Director1.00X000
Danny Gasch
VOP Director1.00X000
Cheryl Wortzel
Director1.00X000
Charles Whitehill
Life Member1.00X000
Carole Levi
Life Member1.00X000
Carol Stern
Life Member1.00X000
Carol Karsch
Life Member1.00X000
Caren Newman
Director1.00X000
Burt Lazar
Director1.00X000
Burt Derman
Director1.00X000
Bruce Beyer
Life Member1.00X000
Bruce Ash
Life Member1.00X000
Brenna Lacey
Director1.00X000
Bobby Present
Life Member1.00X000
Bertie Levkowitz
Director1.00X000
Barry Corey
Legal Counsel1.00X000
Barry Baker
VOP Director1.00X000
Arthur Yavelberg
VOP Director1.00X000
Art Martin
VOP Director1.00X000
Andrew Seleznov
Director1.00X000
Amy Ramm-Merkel
CFO40.007880007046X
Alvin Stern
Life Member1.00X000
Allison Wexler
Director1.00X000
Alain Avigdor
Director1.00X000
FieldValueIRS element (for citing)
Total Reportable Comp From Org257115TotalReportableCompFromOrg
Total Other Compensation34667TotalOtherCompensation
Number Individuals GT100 K1NumberIndividualsGT100K
Formers ListedfalseFormersListed
Total Comp GT150 KtrueTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K
Fundraising Events115239FundraisingEvents
Related Organizations1016634RelatedOrganizations
All Other Contributions2949090AllOtherContributions
Noncash Contributions235751NoncashContributions
Total Contributions4080963TotalContributions

Program Service Revenue ProgramServiceRevenue (3 entries)

DescriptionDescriptionTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncomeUnrelated Business RevenueUnrelatedBusinessRevenue
Education/mission revenue237215237215
Affinity, CRC, Outreach5024850248
Advertising revenue328550328550
FieldValueIRS element (for citing)
Total Program Service Revenue616013TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column992469TotalRevenueColumn
Exclusion$992,469ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities1192473Securities
Other1000Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities1198992Securities
Other1167Other

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities-6519Securities
Other-167Other

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column-6686TotalRevenueColumn
Exclusion-$6,686ExclusionAmount
FieldValueIRS element (for citing)
Gross Income Fundraising Events46786GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events115239CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses158799FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column-112013TotalRevenueColumn
Exclusion-$112,013ExclusionAmount

Net Income From Gaming NetIncomeFromGaming

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn
FieldValueIRS element (for citing)
Gross Sales Of Inventory128118GrossSalesOfInventory
Cost Of Goods Sold133147CostOfGoodsSold

Net Income Or Loss NetIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column-5029TotalRevenueColumn
Exclusion-$5,029ExclusionAmount
FieldValueIRS element (for citing)
Total Other Revenue0TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column5565717TotalRevenueColumn
Related Or Exempt Function Income287463RelatedOrExemptFunctionIncome
Unrelated Business Revenue328550UnrelatedBusinessRevenue
Exclusion$868,741ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total2442170Total
Program Services2442170ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total17950Total
Program Services17950ProgramServices

Foreign Grants ForeignGrants

FieldValueIRS element (for citing)
Total0Total

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total0Total

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total291781Total
Program Services58201ProgramServices
Management And General173468ManagementAndGeneral
Fundraising60112Fundraising

Comp Disqual Persons CompDisqualPersons

FieldValueIRS element (for citing)
Total0Total

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total979504Total
Program Services746194ProgramServices
Management And General87509ManagementAndGeneral
Fundraising145801Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total0Total

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total136651Total
Program Services103522ProgramServices
Management And General14396ManagementAndGeneral
Fundraising18733Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total90601Total
Program Services60517ProgramServices
Management And General15861ManagementAndGeneral
Fundraising14223Fundraising

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total0Total

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total5085Total
Management And General5085ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total13302Total
Management And General13302ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total0Total

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total0Total

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total39760Total
Management And General39760ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total132479Total
Program Services99059ProgramServices
Management And General17269ManagementAndGeneral
Fundraising16151Fundraising

Advertising Advertising

FieldValueIRS element (for citing)
Total41497Total
Program Services16452ProgramServices
Management And General49ManagementAndGeneral
Fundraising24996Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total64247Total
Program Services31009ProgramServices
Management And General20512ManagementAndGeneral
Fundraising12726Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total0Total

Royalties Royalties

FieldValueIRS element (for citing)
Total0Total

Occupancy Occupancy

FieldValueIRS element (for citing)
Total96388Total
Program Services80375ProgramServices
Management And General7435ManagementAndGeneral
Fundraising8578Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total50379Total
Program Services36481ProgramServices
Management And General12034ManagementAndGeneral
Fundraising1864Fundraising

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

FieldValueIRS element (for citing)
Total0Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total33429Total
Program Services11128ProgramServices
Management And General20077ManagementAndGeneral
Fundraising2224Fundraising

Interest Interest

FieldValueIRS element (for citing)
Total0Total

Payments To Affiliates PaymentsToAffiliates

FieldValueIRS element (for citing)
Total0Total

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total60992Total
Program Services1833ProgramServices
Management And General59159ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total23149Total
Program Services11815ProgramServices
Management And General11334ManagementAndGeneral

Other Expenses OtherExpenses (5 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
Postage and Shipping39221325493436329
Outreach programming3970139701
Missions expense108736108736
Education/Outreach206148206148
Affinity/ CRC programming4140241402

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total75322Total
Program Services49695ProgramServices
Management And General24414ManagementAndGeneral
Fundraising1213Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total5029894Total
Program Services4194937ProgramServices
Management And General522007ManagementAndGeneral
Fundraising312950Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY17975BOY
EOY1943EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY3023490BOY
EOY2254997EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY2577803BOY
EOY2451169EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY94304BOY
EOY119803EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

FieldValueIRS element (for citing)
EOY0EOY

Receivables From Disqual Persons ReceivablesFromDisqualPersons

FieldValueIRS element (for citing)
EOY0EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
EOY466078EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY89573BOY
EOY0EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY59634BOY
EOY78636EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis2310206LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec1083456LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY1273111BOY
EOY1226750EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY200172BOY
EOY250838EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY7598419BOY
EOY8527939EOY

Investments Program Related InvestmentsProgramRelated

FieldValueIRS element (for citing)
EOY0EOY

Intangible Assets IntangibleAssets

FieldValueIRS element (for citing)
EOY0EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY606897BOY
EOY711717EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY15541378BOY
EOY16089870EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY119666BOY
EOY111296EOY

Grants Payable GrantsPayable

FieldValueIRS element (for citing)
BOY140671BOY
EOY177393EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY123919BOY
EOY108409EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY384256BOY
EOY397098EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY8013013BOY
EOY8703283EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY6868905BOY
EOY6714285EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY275204BOY
EOY275204EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY15157122BOY
EOY15692772EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY15541378BOY
EOY16089870EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses535823ReconcilationRevenueExpenses
Reconcilation Other Changes-173ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedtrueFSAudited
Audit CommitteetrueAuditCommittee
Financial Statement ConsolidatedXFinancialStatementConsolidated
Federal Grant Audit RequiredfalseFederalGrantAuditRequired
Federal Grant Audit PerformedfalseFederalGrantAuditPerformed

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years7303366CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years7818432CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years4468409CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year4317358CurrentTaxYearMinus1Year
Current Tax Year4156839CurrentTaxYear
Total28064404Total

Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170

FieldValueIRS element (for citing)
Total0Total

Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt

FieldValueIRS element (for citing)
Total0Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years7303366CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years7818432CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years4468409CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year4317358CurrentTaxYearMinus1Year
Current Tax Year4156839CurrentTaxYear
Total28064404Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total785794AmountsSubstContributorsTotal
Public Support Total17027278610PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years680085CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years541427CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years138552CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year239399CurrentTaxYearMinus1Year
Current Tax Year992469CurrentTaxYear
Total2591932Total

Net UBI NetUBI

FieldValueIRS element (for citing)
Total0Total

Other Income170 OtherIncome170

FieldValueIRS element (for citing)
Total0Total
FieldValueIRS element (for citing)
Total Support30656336TotalSupport
Gross Receipts From Admissions Etc2419829GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage1700.88980PublicSupportPertcentage170
Public Support Pertcent Prior Year0.91020PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance5561218BeginningOfYearBalance
Contributions137865Contributions
Investment Earnings Or Losses734865InvestmentEarningsOrLosses
Administrative Expenses30461AdministrativeExpenses
End Of Year Balance6403487EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance2165178BeginningOfYearBalance
Contributions2771692Contributions
Investment Earnings Or Losses640622InvestmentEarningsOrLosses
Administrative Expenses16274AdministrativeExpenses
End Of Year Balance5561218EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance3128531BeginningOfYearBalance
Contributions55318Contributions
Investment Earnings Or Losses-916961InvestmentEarningsOrLosses
Other Expenditures94459OtherExpenditures
Administrative Expenses15370AdministrativeExpenses
End Of Year Balance2157059EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance0.93500BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.04300PermanentEndowmentEOYBalance
Term Endowment EOY Balance0.02200TermEndowmentEOYBalance
Endowments Held By Unrelated OrgsfalseEndowmentsHeldByUnrelatedOrgs
Endowments Held By Related OrgsfalseEndowmentsHeldByRelatedOrgs
Are Related Orgs Listed Schedule RfalseAreRelatedOrgsListedScheduleR

Land Land

FieldValueIRS element (for citing)
Other Cost Or Other Basis1025738OtherCostOrOtherBasis
Book Value1025738BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis1048033OtherCostOrOtherBasis
Depreciation903159Depreciation
Book Value144874BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis206253OtherCostOrOtherBasis
Depreciation180297Depreciation
Book Value25956BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis30182OtherCostOrOtherBasis
Book Value30182BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings1226750TotalOfBookValueLandBuildings
Total Of Book Value Securities8527939TotalOfBookValueSecurities
Total Revenue5565717TotalRevenue
Total Expenses5029894TotalExpenses
Excess Or Deficit For Year535823ExcessOrDeficitForYear
Net Unrealized GL On Investments-173NetUnrealizedGLOnInvestments
Total Adjustments-173TotalAdjustments
Excess Or Deficit Per FS535650ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt5774809TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments-173NetUnrealizedGainsInvestments
Other Revenues-82681OtherRevenues
Revenue Not Rptd F990-82854RevenueNotRptdF990
Revenue Subtotal5857663RevenueSubtotal
Other Revenues Not Included-291946OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt-291946RevenueNotRptdOnFinStmt
Total Revenue Per Form9905565717TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt5097791TotExpensesEtcAuditedFinclStmt
Other Expenses Included249025OtherExpensesIncluded
Expenses Not Rptd F990249025ExpensesNotRptdF990
Expenses Subtotal4848766ExpensesSubtotal
Other Expenses Not Included181128OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt181128ExpensesNotRptdOnFinStmt
Total Expenses Per Form9905029894TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
Part XIII, Line 4bPart XIII, Line 4b: Other revenue amounts included on 990 but not included in F/SInvestment fees $39760 Distribution to affiliate $141368
Part XIII, Line 2dPart XIII, Line 2d: Other expenses and losses per audited F/SCost of special events $158799 Cost of goods sold $133147 Donor designations $-42921
Part V, Line 4Part V, Line 4: Intended uses of the endowment fund.Endowment funds are used for donor restricted and for board designated purposes.

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Agreement Ref FundraisingfalseAgreementRefFundraising

Events Information EventsInformation

FieldValueIRS element (for citing)
Name Of Event1Cindy WoolNameOfEvent1
Gross Receipts Event174964GrossReceiptsEvent1
Charitable Contributions Event164394CharitableContributionsEvent1
Gross Revenue Event110570GrossRevenueEvent1
Other Direct Expenses Event136477OtherDirectExpensesEvent1
Name Of Event2Campaign OpenNameOfEvent2
Gross Receipts Event221411GrossReceiptsEvent2
Charitable Contributions Event216000CharitableContributionsEvent2
Gross Revenue Event25411GrossRevenueEvent2
Other Direct Expenses Event227978OtherDirectExpensesEvent2
Total Number Of Other Events3TotalNumberOfOtherEvents
Gross Receipts Other Events51585GrossReceiptsOtherEvents
Charitable Contrib Other Events29802CharitableContribOtherEvents
Gross Revenue Other Events21783GrossRevenueOtherEvents
Other Direct Expenses Other Events51750OtherDirectExpensesOtherEvents
Gross Receipts Total147960GrossReceiptsTotal
Charitable Contributions Total110196CharitableContributionsTotal
Gross Revenue Total Events37764GrossRevenueTotalEvents
Other Direct Expenses Total Events116205OtherDirectExpensesTotalEvents
Direct Expense Summary Events116205DirectExpenseSummaryEvents
Net Income Summary-78441NetIncomeSummary

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records MaintainedtrueRecordsMaintained

Recipient Table RecipientTable (21 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantAmount Of Non Cash AssistanceAmountOfNonCashAssistancePurpose Of GrantPurposeOfGrant
Univ of Arizona Fdn
PO Box 210109TucsonAZ85721866050388501(c)(3)95300Support of Mission
Tucson Jewish Community Center
3800 E River RoadTucsonAZ85718860183578501(c)(3)3002200Support of mission
Tucson Hebrew Academy
3888 E River RoadTucsonAZ85718860274412501(c)(3)3265350Support of school
The Birthright Israel Foundation
33 East 33rd Street 7th FloorNew YorkNY10016134092050501(c)(3)250000Support of programs
Temple Emanu-El
225 N Country ClubTucsonAZ85716860117389Synagogue136990Support of mission
PEF Israel Endowmnt Fd
317 Madison AveNew YorkNY10017136104086501(c)(3)115000Support of Programs
Jewish History Museum
PO Box 889TucsonAZ85702860762311501(c)(3)65000Support of Mission
Jewish Fed of Seattle
2031 Third AveSeattleWA98121910575950501(c)(3)192500Emergency Financial Aid
Jewish Fed of N Amer
25 Broadway Ste 1700New YorkNY10004131624240501(c)(3)7832240Support of mission
Jewish Family and Children Services
4301 E 5th StreetTucsonAZ85711860623896501(c)(3)2758500Support of mission
Jewish Agency for Israel
633 Third Avenue 21st FloorNew YorkNY10017500500046501(c)(3)607500Support of programs
Israel Fire Relief
PO Box 148New YorkNY10268131624240501(c)(3)262140Support of Programs
Homer Davis Project
4250 N Romero RoadTucsonAZ85705866003684501(c)(3)121920Support of Mission
Hillel Foundation at the U of A
1245 E 2nd StreetTucsonAZ85719866053800501(c)(3)1189810Support of mission
Handmaker Jewish Services
2221 N Rosemont BlvdTucsonAZ85711860626077501(c)(3)1114240Support of mission
Handmaker Foundation
2221 N Rosemont BlvdTucsonAZ85718830415132501(c)(3)401000Support of Programs
Greater Tucson Fire Fd
300 S Fire Central PlaceTucsonAZ85701273155431501(c)(3)105000Support of Mission
Congregation Or Chadash
3939 N Alvernon WayTucsonAZ85718860836569Synagogue60160Support of mission
Congregation Anshei Israel
5550 E 5th StreetTucsonAZ85711860117384Synagogue117580Support of mission
Amer Jewish Joint Distrib Comm
711 Third Avenue 10th FloorNew YorkNY10017131656634501(c)(3)541950Support of Programs
1st Rate 2nd Hand
5851 E Speedway BlvdTucsonAZ85712270884542501(c)(3)1413680Support of Mission
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants21TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations0TotalNbrOfOtherOrganizations

Form990 Schedule I Part III Form990ScheduleIPartIII

FieldValueIRS element (for citing)
Type Of GrantScholarships and AwardsTypeOfGrant
Number Of Recipients29NumberOfRecipients
Amount Of Cash Grant17950AmountOfCashGrant

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierGrantmaker's Description of How Grants are UsedIdentifier
ExplanationAll 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.Explanation

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Travel For CompanionsXTravelForCompanions
Discretionary Spending AccountXDiscretionarySpendingAccount
Written Policy Re T And E ExpensestrueWrittenPolicyReTAndEExpenses
Compensation CommitteeXCompensationCommittee
Form990 Of Other OrganizationsXForm990OfOtherOrganizations
Written Employment ContractXWrittenEmploymentContract
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance PaymentfalseSeverancePayment
Supplemental Nonqual Retire PlanfalseSupplementalNonqualRetirePlan
Equity Based Comp ArrangementfalseEquityBasedCompArrangement
Comp Based On Revenue Of Filing OrgfalseCompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related OrgsfalseCompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing OrgfalseCompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate OrgsfalseCompBasedNetEarningsRelateOrgs
Any Non Fixed PaymentsfalseAnyNonFixedPayments
Initial Contract ExceptionfalseInitialContractException
Rebuttable Presumption ProcedurefalseRebuttablePresumptionProcedure

Form990 Schedule J Part II Form990ScheduleJPartII

FieldValueIRS element (for citing)
Name PersonStuart MellanNamePerson
Base Compensation Filing Org174216BaseCompensationFilingOrg
Nontaxable Benefits Filing Org27621NontaxableBenefitsFilingOrg
Total Compensation Filing Org201837TotalCompensationFilingOrg
Comp Report Prior990 Filing Org198430CompReportPrior990FilingOrg

Form990 Schedule J Part III Form990ScheduleJPartIII

FieldValueIRS element (for citing)
IdentifierSch J, Part I, Line 1aIdentifier
Return ReferencePart I, Line 1a: Relevant information in regards to selections on 1a.ReturnReference
ExplanationThe items provided to the President/CEO are provided per his employment contract and are considered when determining reasonableness of compensation.Explanation

Schedule M IRS990ScheduleM

Books And Publications BooksAndPublications

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Noncash Contribs Rptd F9904045NoncashContribsRptdF990
Method Of Determining RevenuesSales RevenueMethodOfDeterminingRevenues

Clothing And Household Goods ClothingAndHouseholdGoods

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Noncash Contribs Rptd F990102012NoncashContribsRptdF990
Method Of Determining RevenuesSales RevenueMethodOfDeterminingRevenues

Cars And Other Vehicles CarsAndOtherVehicles

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions6NumberOfContributions
Noncash Contribs Rptd F9908605NoncashContribsRptdF990
Method Of Determining RevenuesMarket ValuesMethodOfDeterminingRevenues

Securities Publicly Traded SecuritiesPubliclyTraded

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions13NumberOfContributions
Noncash Contribs Rptd F990118739NoncashContribsRptdF990
Method Of Determining RevenuesMarket ValuesMethodOfDeterminingRevenues

Other Non Cash Contributions Table OtherNonCashContributionsTable

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
DescriptionSilver BarDescription
Number Of Contributions1NumberOfContributions
Noncash Contribs Rptd F9902350NoncashContribsRptdF990
Method Of Determining RevenuesMarket ValueMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeld
Review Process Unusual NC GiftstrueReviewProcessUnusualNCGifts
Third Parties UsedfalseThirdPartiesUsed

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (5 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
Form 990, Part VI, Line 19Form 990, Part VI, Line 19: Other Organization Documents Publicly AvailableCopies of the 990, audited financial statements and policies are available upon request from the office of the Federation.
Form 990, Part VI, Line 15bForm 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key EmployeesDuring 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 12cForm 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of ConflictsAll board members and employees are annually required to complete a questionnaire and disclose any conflicts. Instances of disclosed conflicts are noted.
Form 990, Part VI, Line 11Form 990, Part VI, Line 11: Form 990 Review ProcessFirst, the CFO reviews the tax return draft with the paid preparer. Then the draft is reviewed with the President/CEO. Next, the draft (minus Schedule B and employee salary information) plus review notes are sent via email to the Federation Board as part of its consent agenda for approval. The Schedule B and Employee salary information will be presented to the Board Officers. After approval by both entities, the return is signed and submitted.
Form 990, Part VI, Line 2Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, EtFormer Vice Chair Donna Beyer is married to Director Bruce Beyer and they own a business together.Honorary board member Rabbi Stephanie Aaron is Life Member Bobby Present's ex-spouse.Director James Whitehill is the son of Life Member Charles Whitehill.Chair Jeff Katz is married to Life Member Fran Katz.Life Members Carol and Daniel Karsch are married.Life Member Karen Katz is married to Director Jeffrey Katz.Life Members Alvin and Carol Stern are married.Life Members Gerry and Linda Tumarkin are married.Directors Ronald Weintraub and Diane Weintraub are married.Director Sherry Belkin is married to Life Member Richard Belkin.Director Barry Baker is the son of Life Member Paul Baker and the cousin of Life Member Steven Lightman.Life Member Bruce Ash is married to Director Jane Ash. Director Steve Kippur is the brother of Director Gary Kippur and they own a business together.Director Brenna Lacey is married to Stephen Rodgveller whose membership is By Virtue of Position.Directors Edward Rogoff and Lynda Rogoff are married.Director Steven Seltzer and Life Member Janet Seltzer are married.

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII

Name Of Disregarded Entity NameOfDisregardedEntity

FieldValueIRS element (for citing)
Business Name Line1The Jewish Community Foundation of So AZBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line15546 E 4th Street 100AddressLine1
CityTucsonCity
StateAZState
ZIP Code85711ZIPCode
FieldValueIRS element (for citing)
EIN860718936EIN
Primary ActivitiesCharitablePrimaryActivities
Legal Domicile StateAZLegalDomicileState
Exempt Code Section501(c)(3)ExemptCodeSection
Public Charity Status7PublicCharityStatus
Direct Controlling Entity NAN/ADirectControllingEntityNA
Controlled OrgfalseControlledOrg
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents RoyaltiesfalseReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other OrgtrueGiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other OrgtrueGiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other OrgfalseLoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other OrgfalseSaleOfAssetsToOtherOrg
Purchase Of Assets From Other OrgfalsePurchaseOfAssetsFromOtherOrg
Exchange Of AssetsfalseExchangeOfAssets
Rental Of Facilities To Other OrgsfalseRentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other OrgsfalseRentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other OrgsfalsePerformOfServicesForOtherOrgs
Perform Of Services By Other OrgsfalsePerformOfServicesByOtherOrgs
Sharing Of FacilitiesfalseSharingOfFacilities
Sharing Of Paid EmployeesfalseSharingOfPaidEmployees
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrg
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrg
Other Transfer To Other OrgfalseOtherTransferToOtherOrg
Other Transfer From Other OrgfalseOtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolved
The Jewish Community Foundation of So AZ
c1016634
The Jewish Community Foundation of So AZ
b4622

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