2011-10-19T16:03:03-07:00 2010-12-31 DeVries CPAs of Arizona PC 4349 East Fifth Street Tucson AZ 857112025 990 2010-01-01 860096795 Jewish Federation of Southern Arizona JEWI 5205779393 3822 E River Road Tucson AZ 85718 Stuart Mellan 2011-10-19 Mike DeVries 5202986200 2010 2016-03-07 17:11:31Z Jeff Katz 3822 E River Road Ste 100 Tucson AZ 85718 7057822 false false X www.jewishtucson.org X 1947 AZ Guided 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. 106 106 54 500 328550 4317358 4080963 481679 616013 -208792 985783 -153706 -117042 4436539 5565717 2641143 2460120 0 1612710 1498537 0 312950 1011324 1071237 5265177 5029894 -828638 535823 15541378 16089870 384256 397098 15157122 15692772 The 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. false false 4194937 2460120 211587 Since 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 Foundation 4194937 true true false false false false false false false true true true false false false false false true false false false false false false true false false true true true false false false false false false false false false false false true false false false false true false true false false true 30 1 true 54 true true true false false false false false false true true false 0 false false false true false false false false false false false X 106 106 true false false false false false false true true false false false true true true true true true true true false false AZ X Amy Merkel 5205779393 3822 E River Road Tucson AZ 85718 Thomas Warne 1.00 X 0 0 0 Thomas Sayler-Brown 1.00 X 0 0 0 Terry Perl 1.00 X 0 0 0 Sue Schurgin 1.00 X 0 0 0 Stuart Mellan 40.00 X 174216 0 27621 Steven Lightman 1.00 X 0 0 0 Steve Kippur 1.00 X 0 0 0 Stephen Rodgveller 1.00 X 0 0 0 Shira Ledman 1.00 X 0 0 0 Sherry Belkin 1.00 X 0 0 0 Shelly Jo Pozez 1.00 X 0 0 0 Sharon Klein 1.00 X 0 0 0 S Leonard Scheff 1.00 X 0 0 0 Ruth Zales 1.00 X 0 0 0 Rosie Eilat-Kahn 1.00 X 0 0 0 Ronald Weintraub 1.00 X 0 0 0 Rodney Glassman 1.00 X 0 0 0 Robert Glaser 1.00 X X 0 0 0 Richard Spreiser 1.00 X 0 0 0 Richard Fink 1.00 X 0 0 0 Richard Belkin 1.00 X 0 0 0 Randie Collier 1.00 X 0 0 0 Rabbi Thomas Louchheim 1.00 X 676 0 0 Rabbi Stephanie Aaron 1.00 X 490 0 0 Rabbi Shafir Lobb 1.00 X 0 0 0 Rabbi Samuel Cohon 1.00 X 0 0 0 Rabbi Robert Eisen 1.00 X 0 0 0 Rabbi Kelly Gludt 1.00 X 368 0 0 Rabbi Joseph Weizenbaum 1.00 X 0 0 0 Rabbi Joseph Shemtov 1.00 X 0 0 0 Rabbi Jason Holtz 1.00 X 0 0 0 Rabbi Israel Becker 1.00 X 765 0 0 Rabbi Helen Cohn 1.00 X 650 0 0 Rabbi David Ebstein 1.00 X 0 0 0 Rabbi Billy Lewkowicz 1.00 X 1150 0 0 Rabbi Arthur Oleisky 1.00 X 0 0 0 Phil Bregman 1.00 X 0 0 0 Paul Baker 1.00 X 0 0 0 Nina Isaac 1.00 X 0 0 0 Myles Beck 1.00 X 0 0 0 Michelle Blumenberg 1.00 X 0 0 0 Michael Finkelstein 1.00 X 0 0 0 Meryl Tischler 1.00 X 0 0 0 Mel Cohen 1.00 X 0 0 0 Matthew Rothman 1.00 X 0 0 0 Martha Sampson 1.00 X 0 0 0 Mark Ross 1.00 X 0 0 0 Marilyn Einstein 1.00 X 0 0 0 Marcelle Joffe 1.00 X 0 0 0 Madeline Friedman 2.00 X X 0 0 0 Lynda Rogoff 1.00 X 0 0 0 Linda Tumarkin 1.00 X 0 0 0 Lex Sears 1.00 X 0 0 0 Larry Gellman 2.00 X X 0 0 0 Ken Light 1.00 X 0 0 0 Kathryn Unger 4.00 X X 0 0 0 Karen Katz 1.00 X 0 0 0 Karen Faitelson 1.00 X 0 0 0 Joyce Stuehringer 2.00 X X 0 0 0 Jonathan Rothschild 1.00 X 0 0 0 Jill Rich 1.00 X 0 0 0 Jerry Sonenblick 1.00 X 0 0 0 Jerry Neuman 1.00 X 0 0 0 Jennifer Miller Grant 1.00 X X 0 0 0 Jennifer Cassius 1.00 X 0 0 0 Jeff Katz 6.00 X X 0 0 0 Jeff Artzi 1.00 X 0 0 0 Janet Seltzer 1.00 X 0 0 0 Jane Kivel 1.00 X 0 0 0 Jane Ash 1.00 X 0 0 0 James Whitehill 1.00 X 0 0 0 Irene Sarver 1.00 X 0 0 0 Harold Greenberg 1.00 X 0 0 0 Gerry Tumarkin 1.00 X 0 0 0 Gary Kippur 1.00 X 0 0 0 Fran Katz 1.00 X 0 0 0 Fern Feder 1.00 X 0 0 0 Esther Sherberg 1.00 X 0 0 0 Esther Capin 1.00 X 0 0 0 Essie Nadler 1.00 X 0 0 0 Elsa Goldberg 1.00 X 0 0 0 Elizabeth Weiner Schulman 1.00 X 0 0 0 Drew Rosenthal 1.00 X 0 0 0 Dr Steven Seltzer 1.00 X 0 0 0 Dr Ronald Kolker 1.00 X 0 0 0 Dr Ned Bloomfield 1.00 X 0 0 0 Dr Nancy Koff 1.00 X 0 0 0 Dr Julie Feldman 2.00 X X 0 0 0 Dr Jeffrey Katz 1.00 X 0 0 0 Dr Jack Cole 1.00 X 0 0 0 Dr Howard Schwartz 1.00 X 0 0 0 Dr Eliot Barron 1.00 X 0 0 0 Dr Edward Rogoff 1.00 X 0 0 0 Dr Earl Surwit 1.00 X 0 0 0 Dr Daniel Karsch 1.00 X 0 0 0 Donna Levy 1.00 X 0 0 0 Donna Beyer 1.00 X X 0 0 0 Donald Diamond 1.00 X 0 0 0 Don Baker 1.00 X 0 0 0 Dianne Grobstein 1.00 X 0 0 0 Diane Weintraub 1.00 X 0 0 0 Deanna Myerson 1.00 X 0 0 0 Deanna Evenchik 1.00 X 0 0 0 Danny Gasch 1.00 X 0 0 0 Cheryl Wortzel 1.00 X 0 0 0 Charles Whitehill 1.00 X 0 0 0 Carole Levi 1.00 X 0 0 0 Carol Stern 1.00 X 0 0 0 Carol Karsch 1.00 X 0 0 0 Caren Newman 1.00 X 0 0 0 Burt Lazar 1.00 X 0 0 0 Burt Derman 1.00 X 0 0 0 Bruce Beyer 1.00 X 0 0 0 Bruce Ash 1.00 X 0 0 0 Brenna Lacey 1.00 X 0 0 0 Bobby Present 1.00 X 0 0 0 Bertie Levkowitz 1.00 X 0 0 0 Barry Corey 1.00 X 0 0 0 Barry Baker 1.00 X 0 0 0 Arthur Yavelberg 1.00 X 0 0 0 Art Martin 1.00 X 0 0 0 Andrew Seleznov 1.00 X 0 0 0 Amy Ramm-Merkel 40.00 X 78800 0 7046 Alvin Stern 1.00 X 0 0 0 Allison Wexler 1.00 X 0 0 0 Alain Avigdor 1.00 X 0 0 0 257115 34667 1 false true false 0 115239 1016634 2949090 235751 4080963 Education/mission revenue 237215 237215 Affinity, CRC, Outreach 50248 50248 Advertising revenue 328550 328550 616013 992469 992469 0 0 0 1192473 1000 1198992 1167 -6519 -167 -6686 -6686 46786 115239 158799 -112013 -112013 0 128118 133147 -5029 -5029 0 5565717 287463 328550 868741 2442170 2442170 17950 17950 0 0 291781 58201 173468 60112 0 979504 746194 87509 145801 0 136651 103522 14396 18733 90601 60517 15861 14223 0 5085 5085 13302 13302 0 0 39760 39760 132479 99059 17269 16151 41497 16452 49 24996 64247 31009 20512 12726 0 0 96388 80375 7435 8578 50379 36481 12034 1864 0 33429 11128 20077 2224 0 0 60992 1833 59159 23149 11815 11334 Postage and Shipping 39221 32549 343 6329 Outreach programming 39701 39701 Missions expense 108736 108736 Education/Outreach 206148 206148 Affinity/ CRC programming 41402 41402 75322 49695 24414 1213 5029894 4194937 522007 312950 17975 1943 3023490 2254997 2577803 2451169 94304 119803 0 0 466078 89573 0 59634 78636 2310206 1083456 1273111 1226750 200172 250838 7598419 8527939 0 0 606897 711717 15541378 16089870 119666 111296 140671 177393 123919 108409 384256 397098 X 8013013 8703283 6868905 6714285 275204 275204 15157122 15692772 15541378 16089870 X 535823 -173 X false true true X false false X 7303366 7818432 4468409 4317358 4156839 28064404 0 0 7303366 7818432 4468409 4317358 4156839 28064404 785794 27278610 680085 541427 138552 239399 992469 2591932 0 0 30656336 2419829 0.88980 0.91020 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5561218 137865 734865 30461 6403487 2165178 2771692 640622 16274 5561218 3128531 55318 -916961 94459 15370 2157059 0.93500 0.04300 0.02200 false false false 1025738 1025738 1048033 903159 144874 206253 180297 25956 30182 30182 1226750 8527939 5565717 5029894 535823 -173 -173 535650 5774809 -173 -82681 -82854 5857663 -291946 -291946 5565717 5097791 249025 249025 4848766 181128 181128 5029894 Part XIII, Line 4b Part XIII, Line 4b: Other revenue amounts included on 990 but not included in F/S Investment fees $39760 Distribution to affiliate $141368 Part XIII, Line 2d Part XIII, Line 2d: Other expenses and losses per audited F/S Cost of special events $158799 Cost of goods sold $133147 Donor designations $-42921 Part V, Line 4 Part V, Line 4: Intended uses of the endowment fund. Endowment funds are used for donor restricted and for board designated purposes. false Cindy Wool 74964 64394 10570 36477 Campaign Open 21411 16000 5411 27978 3 51585 29802 21783 51750 147960 110196 37764 116205 116205 -78441 true Univ of Arizona Fdn PO Box 210109 Tucson AZ 85721 866050388 501(c)(3) 9530 0 Support of Mission Tucson Jewish Community Center 3800 E River Road Tucson AZ 85718 860183578 501(c)(3) 300220 0 Support of mission Tucson Hebrew Academy 3888 E River Road Tucson AZ 85718 860274412 501(c)(3) 326535 0 Support of school The Birthright Israel Foundation 33 East 33rd Street 7th Floor New York NY 10016 134092050 501(c)(3) 25000 0 Support of programs Temple Emanu-El 225 N Country Club Tucson AZ 85716 860117389 Synagogue 13699 0 Support of mission PEF Israel Endowmnt Fd 317 Madison Ave New York NY 10017 136104086 501(c)(3) 11500 0 Support of Programs Jewish History Museum PO Box 889 Tucson AZ 85702 860762311 501(c)(3) 6500 0 Support of Mission Jewish Fed of Seattle 2031 Third Ave Seattle WA 98121 910575950 501(c)(3) 19250 0 Emergency Financial Aid Jewish Fed of N Amer 25 Broadway Ste 1700 New York NY 10004 131624240 501(c)(3) 783224 0 Support of mission Jewish Family and Children Services 4301 E 5th Street Tucson AZ 85711 860623896 501(c)(3) 275850 0 Support of mission Jewish Agency for Israel 633 Third Avenue 21st Floor New York NY 10017 500500046 501(c)(3) 60750 0 Support of programs Israel Fire Relief PO Box 148 New York NY 10268 131624240 501(c)(3) 26214 0 Support of Programs Homer Davis Project 4250 N Romero Road Tucson AZ 85705 866003684 501(c)(3) 12192 0 Support of Mission Hillel Foundation at the U of A 1245 E 2nd Street Tucson AZ 85719 866053800 501(c)(3) 118981 0 Support of mission Handmaker Jewish Services 2221 N Rosemont Blvd Tucson AZ 85711 860626077 501(c)(3) 111424 0 Support of mission Handmaker Foundation 2221 N Rosemont Blvd Tucson AZ 85718 830415132 501(c)(3) 40100 0 Support of Programs Greater Tucson Fire Fd 300 S Fire Central Place Tucson AZ 85701 273155431 501(c)(3) 10500 0 Support of Mission Congregation Or Chadash 3939 N Alvernon Way Tucson AZ 85718 860836569 Synagogue 6016 0 Support of mission Congregation Anshei Israel 5550 E 5th Street Tucson AZ 85711 860117384 Synagogue 11758 0 Support of mission Amer Jewish Joint Distrib Comm 711 Third Avenue 10th Floor New York NY 10017 131656634 501(c)(3) 54195 0 Support of Programs 1st Rate 2nd Hand 5851 E Speedway Blvd Tucson AZ 85712 270884542 501(c)(3) 141368 0 Support of Mission 21 0 Scholarships and Awards 29 17950 Grantmaker's Description of How Grants are Used All 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. X X true X X X X X false false false false false false false false false false Stuart Mellan 174216 27621 201837 198430 Sch J, Part I, Line 1a Part I, Line 1a: Relevant information in regards to selections on 1a. The items provided to the President/CEO are provided per his employment contract and are considered when determining reasonableness of compensation. X 4045 Sales Revenue X 102012 Sales Revenue X 6 8605 Market Values X 13 118739 Market Values X Silver Bar 1 2350 Market Value false true false Form 990, Part VI, Line 19 Form 990, Part VI, Line 19: Other Organization Documents Publicly Available Copies of the 990, audited financial statements and policies are available upon request from the office of the Federation. Form 990, Part VI, Line 15b Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees During 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 12c Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts All 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 11 Form 990, Part VI, Line 11: Form 990 Review Process First, 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 2 Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et Former 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. The Jewish Community Foundation of So AZ 5546 E 4th Street 100 Tucson AZ 85711 860718936 Charitable AZ 501(c)(3) 7 N/A false false true true false false false false false false false false false false false false false false false The Jewish Community Foundation of So AZ c 1016634 The Jewish Community Foundation of So AZ b 4622