2011-02-15T13:09:43-06:00 2010-06-30 GREEN HASSON & JANKS LLP 10990 WILSHIRE BLVD 16th FLOOR LOS ANGELES CA 900243929 990 2009-07-01 951684064 American Jewish University AMER 3104769777 15600 Mulholland Drive Los Angeles CA 90077 Zofia Yalovsky 3104769777 2011-02-02 1 GREEN HASSON JANKS LLP 3108731600 2009 2016-02-24 21:20:13Z Zofia Yalovsky 15600 Mulholland Drive Los Angeles CA 90077 29556582 0 X www.ajula.edu X 1941 CA To provide a formal and informal study of Judaism and the other great civilizations of the world. 58 56 740 35 0 0 9815166 11432035 11619065 11619363 -561939 1778783 -330392 601126 20541900 25431307 1927601 3227769 0 11547395 11349996 0 1410021 11401087 10634292 24876083 25212057 -4334183 219250 125215866 130439213 39979010 38354817 85236856 92084396 We believe in the principal of Torah Li'Sh'ma-learning as an intellectual and inspirational endeavor that embraces both academic scholarship and the efforts of all Jews to explore their shared heritage through the formal and informal study of Judaism and the other great civilizations of the world. 0 0 9380154 2833102 5289432 Academic:COLLEGE OF ARTS AND SCIENCES SCHOLARSHIP AND INNOVATIVE CURRICULA PLACE THIS ACADEMIC PROGRAM AMONG THE MOST VIBRANT IN THE NATION. THANKS TO SMALL CLASSES WHERE STUDENTS CAN EXPLORE THEIR INTELLECTUAL PASSIONS, AND PROFESSORS WHO ARE HIGHLY REGARDED IN THEIR RESPECTIVE FIELDS, OUR UNDERGRADUATE PROGRAM CONTINUES TO EARN PLAUDITS FOR A VARIETY OF OUTSTANDING MAJORS:- BEHAVIORAL SCIENCES- BIO-ETHICS AND NATURAL SCIENCES IN ONE OF THREE CONCENTRATIONS: PREMEDICAL STUDIES, HEALTH SCIENCES OR ENVIRONMENTAL SCIENCES- BUSINESS- JEWISH STUDIES- LIBERAL STUDIES- LITERATURE, COMMUNICATION & MEDIA WITH CONCENTRATIONS IN LITERATURE, COMMUNICATION, OR THEATRE- POLITICAL SCIENCE: GLOBALIZATION AND HUMAN DEVELOPMENT, INTERNATIONAL SECURITY, ISRAEL AND THE MIDDLE EAST POLITICS AND POLICY, U.S. LAW AND PUBLIC POLICY- NONPROFIT MANAGEMENT PROGRAM (MBA)- CENTER FOR JEWISH EDUCATION - MASTER OF ARTS IN EDUCATION 1925976 711387 Whizin Center:WHIZIN CENTER IS DEDICATED TO CREATING PROGRAMS TO EXPAND THE BOUNDS OF INTELLECT, PASSIONS, CREATIVITY, SKILLS, SENSE OF CONNECTION AND COMMUNITY. THROUGH CLASSES, SEMINARS, LECTURES, WORKSHOPS, TOURS, EXCITING GUEST SPEAKERS AND THRILLING PERFORMANCES, the Whizin Center OFFERs PROVOCATIVE PROGRAMMING FOR EVERY INTEREST. SERVING OUR COMMUNITY IS OUR MISSION, PASSION AND PRIVILEGE. OUR PROGRAMS ENRICH SO MANY LIVES, MEET SO MANY NEEDS, AND TOUCH SO MANY DIFFERENT COMMUNITIES WITHIN OUR CITY. 1385429 93209 2144460 Camp Alonim:Camp Alonim strives to spark a love for Jewish culture, tradition, and community in our campers by exposing them to a multitude of ways to be Jewish. We see every activity we offer as a "gateway" a means by which they might engage with being Jewish. Jewish camping has been found to be one of the most effective methods of Jewish education, ensuring a Jewish identity in adulthood. Gan Alonim- Designed for children entering Kindergarten through 6th grade. It is a nurturing and loving environment where children feel free to explore their world and be adventurous in a safe setting. 2252213 301458 876290 The Platt and Borstein Galleries - present exhibitions and educational programs in the Visual Arts. Selected Jewish and non-Jewish artists bring insight into current trends as well as an historical perspective to community life. The galleries provide a valuable and necessary aesthetic component to the educational goals of American Jewish University.University Women: has been an integral part of American Jewish University for 49 years. The membership is comprised of volunteers who seek to express their cultural, artistic and community interests while supporting the programs of an institution dedicated to academic excellence.The programs at University Women include young artist concerts, special interest classes and program meetings with distinguished speakers, as well as a highly regarded Author/Artist Luncheon. 1232023 2066877 Conference Center:The American Jewish University Conference Program consists of two conference centers; one at the Familian campus and the other at the Brandeis-Bardin campus.The Conference Center at the Familian Campus can accommodate facilitates, conventions, seminars and other educational and cultural meetings.The Conference Center at the Brandeis-Bardin campus is nationally recognized as a center devoted to Jewish learning and culture. This location is equipped for celebrating Jewish Lifecycle events and an ideal environment for creative thinking and productive collaboration. 369839 530917 Student Housing 3854075 301458 3474084 16545634 1 1 0 0 1 0 0 0 1 1 0 1 1 0 0 0 0 0 1 0 0 1 1 1 0 0 0 1 0 0 0 0 1 0 0 0 1 1 0 0 0 1 119 0 740 1 0 1 0 0 0 1 1 0 58 56 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X Zofia Yalovsky 3104769777 15600 Mulholland Drive Los Angeles CA 90077 TOM BARAD 0.50 X 0 0 0 MITCHELL S BLOOM 0.50 X 0 0 0 JOAN BORINSTEIN 0.50 X 0 0 0 BENJAMIN BRESLAUER 0.50 X 0 0 0 JEROME L COBEN 0.50 X 0 0 0 LOUIS L COLEN 0.50 X 0 0 0 EMILY CORLETO 0.50 X 0 0 0 DAVID DORTORT 0.50 X 0 0 0 JAKE FARBER 0.50 X 0 0 0 STEVEN FEDER 0.50 X 0 0 0 RODNEY FREEMAN 0.50 X 0 0 0 HERBERT GLASER 0.50 X 0 0 0 JONA GOLDRICH 0.50 X 0 0 0 EARL GREINETZ 0.50 X 0 0 0 RICHARD GUNTHER 0.50 X 0 0 0 ALIZA K GUREN 0.50 X 0 0 0 URI P HARKHAM 0.50 X 0 0 0 MEYER HERSCH 0.50 X 0 0 0 ROBERT HERSCU 0.50 X 0 0 0 NATHAN HOCHMAN 0.50 X 0 0 0 LELA JACOBY 0.50 X 0 0 0 KENNETH KAHAN 0.50 X 0 0 0 NATHAN KREMS 0.50 X 0 0 0 MARK LAINER 0.50 X 0 0 0 VIRGINA MAAS 0.50 X 0 0 0 EDWARD MELTZER 0.50 X 0 0 0 RON MEYER 0.50 X 0 0 0 LOUIS MILLER 0.50 X 0 0 0 JON MONKARSH 0.50 X 0 0 0 BEL OSTROW 0.50 X 0 0 0 JEANNE S REYNOLDS 0.50 X 0 0 0 RICK RICHMAN 0.50 X 0 0 0 MARK ROTHSTEIN 0.50 X 0 0 0 MARK RUBIN 0.50 X 0 0 0 SANDOR E SAMUELS 0.50 X 0 0 0 RICHARD SANDLER 0.50 X 0 0 0 MICHAEL SCHEINBERG 0.50 X 0 0 0 MARVIN SELTER 0.50 X 0 0 0 S JEROME TAMKIN 0.50 X 0 0 0 JEFFREY N TRENTON 0.50 X 0 0 0 JOSEPH A WAPNER 0.50 X 0 0 0 IRVING J WEINTRAUB 0.50 X 0 0 0 KEENAN WOLENS 0.50 X 0 0 0 RUTH ZIEGLER 0.50 X 0 0 0 MICHAEL ZIERING 0.50 X 0 0 0 HELEN ZUKIN 0.50 X 0 0 0 PETER S LOWY 0.50 X 0 0 0 FRANCIS S MAAS 0.50 X 0 0 0 DENA SCHECHTER 0.50 X 0 0 0 MARILYN ZIERING 0.50 X 0 0 0 LINDA GROSS 0.50 X X 0 0 0 ANTHONY PRITZKER 0.50 X X 0 0 0 STAN ROSS 0.50 X X 0 0 0 LEONARD SHAPIRO 0.50 X X 0 0 0 JEFFREY L GLASSMAN 0.50 X X 0 0 0 KEVIN RATNER 0.50 X X 0 0 0 ISAAC M PACHULSKI 0.50 X X 0 0 0 Robert Wexler 35.00 X X 118898 0 86462 Mark Bookman 35.00 X X 175977 0 12441 Zofia Yalovsky 35.00 X 127648 0 12509 Gady Levy 35.00 X 137222 0 13081 Bradley S Artson 35.00 X 87791 0 61738 Jay Strear 35.00 X 55627 0 91266 Nina S lieberman Giladi 35.00 X 115248 0 11769 Robin Wallach 35.00 X 100802 0 6019 919213 0 295285 6 0 1 0 DEL AMO CONSTRUCTION INC 23840 MADISON STREET TORRANCE CA 90505 construction 3028120 AKEENA SOLAR INC 16005 LOS GATOS BLVD LOS GATOS CA 95032 Construction 520433 GENESIS CHARITABLE CONSULTING 4458 MATILIJA AVE SHERMAN OAKS CA 91423 Consulting 466122 VALLEYCREST LANDSCAPE DEVelopment PO BOX 57515 LOS ANGELES CA 90074 LANDSCAPING 267423 Jewish Journal 3580 WILSHIRE BLVD 1510 LOS ANGELES CA 90010 Advertising 125510 8 5291 501308 10925436 44385 11432035 Tuition 611710 5289432 5289432 Camp Fees 611710 2144460 2144460 Conference Center 611710 2066877 2066877 WHizin Center Income 611710 711387 711387 Student Housing 611710 530917 530917 876290 876290 11619363 2028420 2028420 473796 473796 473796 473796 3623601 3873238 -249637 -249637 -249637 252037 501308 252037 0 Other income 900099 127330 127330 127330 25431307 11619363 0 2379909 301458 301458 2926311 2926311 705766 394093 252733 58940 8507718 5973892 2103905 429921 295907 186666 92318 16923 1840605 1161102 574236 105267 29487 29487 141716 141716 2221392 943608 999003 278781 280054 214672 59271 6111 510253 382661 28464 99128 64430 57365 7065 797032 237637 554509 4886 192588 94775 92995 4818 1336109 733336 534081 68692 2295096 1245250 933203 116643 Food Services 719424 719424 Repairs & Maint. 552923 243178 309745 EDUCATIONAL ACTIVITY 486454 393524 75092 17838 bank charges 466285 174462 267672 24151 bad debt expense 180778 50534 35000 95244 360271 169051 115607 75613 25212057 16545634 7256402 1410021 1177 582521 2000855 2744903 4667678 6367187 270058 743166 6424629 6222999 108893 113510 219482 177528 73074356 31889123 39347385 41185233 49320841 46024785 22282416 25690960 572452 586421 125215866 130439213 7810534 5943969 1672481 2007602 11500000 11200000 5000 17016452 16598095 100000 1979543 2500151 39979010 38354817 X 18829717 24757149 45029002 46475288 21378137 20851959 85236856 92084396 125215866 130439213 X 0 1 1 X 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 0 301458 13942951 1 1 19255288 52030 1775318 21082636 23878751 46833 600900 2599666 1469730 19255288 0.99000 0.01000 0 0 2525727 2525727 60330688 26717633 33613055 1375919 943384 432535 4539571 4228106 311465 4302451 4302451 41185233 Private Equity Funds 6203 F partnership interest 7783821 F Hedge Funds 17825936 F Mutual Water Company 75000 F 25690960 interest rate swap agreement 1953869 Liability under gift annuities 546282 2500151 25431307 25212057 219250 7338664 -710374 6628290 6847540 29700427 7338664 252037 7590701 22109726 3321581 3321581 25431307 22852887 252037 252037 22600850 2611207 2611207 25212057 Part V, Line 4: Description of Intended Use of Endowment Funds: The University's endowments consist of more than 80 individual donor-restricted funds established for a variety of purposes. Part XI, Line 8 - Other Adjustments: Change in value of liability under gift annuities: -124601. change in fair value of interest rate swap agreements: -585773. Part XII, Line 2d - Other Adjustments: Special EVent expenses: 252037. Part XII, Line 4b - Other Adjustments: change in value of liability under gift annuities: 124601. change in fair value of interest rate swap agreements: 585773. Scholarships: 2611207. Part XIII, Line 2d - Other Adjustments: special event expenses: 252037. Part XIII, Line 4b - Other Adjustments: Scholarships: 2611207. 1 1 1 The university has a documented racial nondiscrimination policy in its catalogue and financial aid policies and adheres to this policy at all times. The university does from time to time advertise using newspapers and brochures and does always print its racial nondiscrimination policy on these advertisements. 1 1 1 1 0 0 0 0 0 0 0 0 1 0 THE AMERICAN JEWISH UNIVERSITY RECEIVES STUDENT FINANCIAL AID AWARDS FROM THE U.S DEPARTMENT OF EDUCATION AND THE CALIFORNIA STATE DEPARTMENT OF EDUCATION. 1 Dinner Event 610041 418311 191730 191730 Golf Tournament 126625 70209 56416 56416 1 16679 12788 3891 3891 753345 501308 252037 252037 252037 0 1 American Technion Society 5757 Wilshire Blvd ste 535 los angeles CA 90036 130434195 501(C)(3) 100110 0 book N/A Educational Assistance Adat Ari El 12020 Burbank Blvd valley village CA 91607 237366318 501(C)(3) 50000 0 book n/a educational assistance schechter institute inc PO Box 3566 philadelphia PA 19178 223342043 501(C)(3) 20000 0 book n/a educational assistance UCLA Hillel 574 hilgard ave los angeles CA 90024 951831070 501(C)(3) 10000 0 book n/A educational assistance American pardes foundation 5 west 37th st ste 802 new york NY 10018 222594099 501(C)(3) 7500 0 book n/A educational assistance 5 0 scholarships/ Financial Aid 502 2926311 book n/a Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: Scholarships are awarded to the students based on different criteria. The university follows all policies and regulations of federal aid programs when it awards financial aid to students. The university requires the grantee organizations to submit reports to support the use of grant funds. X X X X 0 0 0 0 0 0 0 0 0 Robert Wexler 118898 0 0 0 0 0 0 0 86462 0 205360 0 0 0 Mark Bookman 175977 0 0 0 0 0 0 0 12441 0 188418 0 0 0 Gady Levy 137222 0 0 0 0 0 0 0 13081 0 150303 0 0 0 Louis Colen Plant Fund X 5000 5000 0 0 0 5000 X 7 44385 FMV 0 0 1 1 Method for Determining Number of Contributors: Part I, Column (b): Non cash contributions are listed by total number of contributors. Third Party Use: Part I, Line 32b: The organization used JP Morgan to process the donated stock. Form 990, Part VI, Section A, line 2 The following board members have a family relationship: Francis S. Maas and Virginia Maas Merilyn Ziering and Michael Ziering Form 990, Part VI, Section B, line 11 The form 990 is reviewed by the audit committee. once approved by the audit committee, the return is then made available to all board members for review, prior to being filed. Form 990, Part VI, Section B, line 12c the organization requires the officers/directors to complete annual statements to inform the organization of any conflict of interests that may exist. the senior VP monitors the compliance of the policy. the Administrative assistant of the President keeps track of all annual statements received. Form 990, Part VI, Section B, line 15 compensation for the president and all officers is reviewed first by the compensation committee and then by the executive committee. The compensation is based on an extensive report provided by an independent compensation consultant and is approved by the executive committee. 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. Form 990, Part XI, Line 2C Financial Statements and Reporting No changes were made to the oversight process or selection process during the tax year, as compared to the prior tax year. Sch L, Part II, Loans to and/or from Interested Persons: The loan amount is immaterial to the organization and therefore no written agreement exists and there was no board approval. 2009 Form 990, part V, line 4a: Form TD F 90-22.1 - Report of Foreign Bank and Financial Accounts: The American Jewish University ("AJU") has investments in foreign mutual funds (Bahamas, Cayman Islands, British VIrgin Islands & Netherlands Antilles). AJU does not have any signature authority over any foreign financial accounts. Therefore AJU is not required to file the Form TD F90-22.1 for the fiscal year ended June 30, 2010. ZSRS Fund LLC 15760 Ventura Blvd suite 801 encino CA 91436 202587256 real estate investments CA 383842 7783821 N/A AJU BBI Holdings LLC 15600 Mulholland Drive los angeles CA 90077 title holding CA 0 16312567 N/A Jewish Television Network 15600 Mulholland Drive Los Angeles CA 90077 953556298 to provide cultural and educational information to the jewish community CA 501(c)(3) 170(b)(1) (a)(vI) N/A University of Judaism Foundation 15600 Mulholland Drive los Angeles CA 90077 953637239 To support American Jewish University CA 501(c)(3) PF N/A Camp Ramah California Inc 17525 Ventura Blvd Ste 201 Encino CA 91316 951843131 children and adult camps for religious education CA 501(c)(3) school N/A Brandeis Mutual Water Co 15600 Mulholland Drive Los Angeles CA 90077 952565383 water facility CA AJU BBI HOldings LLC C 75000 1.00000 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 Camp Ramah California Inc I 46664