2014-02-12T17:23:29-06:00 2013-06-30 942702860 JOHANSON AND YAU ACCOUNTANCY CORP 160 WEST SANTA CLARA ST SUITE 900 SAN JOSE CA 95113 990 2012-07-01 941167405 JEWISH FEDERATION OF SILICON VALLEY JEWI 4083583033 14855 OKA ROAD NO 200 LOS GATOS CA 95032 JYL JURMAN 4083583033 2014-01-31 1 FREDERICK U LEONARD P00016824 4082885111 2012 2015-11-30 17:44:51Z JYL JURMAN 14855 OKA ROAD 200 LOS GATOS CA 95032 7705498 0 X WWW.JVALLEY.ORG X 1933 CA THE MISSION OF THE JEWISH FEDERATION OF SILICON VALLEY IS TO STRENGTHEN AND ENRICH THE JEWISH COMMUNITY LOCALLY, IN ISRAEL AND THROUGHOUT THE WORLD. OUR EFFORTS SUPPORT EDUCATIONAL, SOCIAL SERVICE AND CHARITABLE PROGRAMS THAT EXEMPLIFY THE JEWISH VALUES OF K'LAL YISRAEL (TAKING RESPONSIBILITY FOR ONE ANOTHER), TZEDAKAH (CHARITY AND RIGHTEOUSNESS), AND TIKKUN OLAM (REPAIRING THE WORLD). 19 19 13 75 0 0 1954784 1896872 3143904 3546931 446761 269858 39905 18548 5585354 5732209 2615000 2744080 0 0 1069797 1097328 0 0 450744 1952555 2344240 5637352 6185648 -51998 -453439 27797840 27383962 3004976 2815055 24792864 24568907 X THE MISSION OF THE JEWISH FEDERATION OF SILICON VALLEY IS TO STRENGTHEN AND ENRICH THE JEWISH COMMUNITY LOCALLY, IN ISRAEL AND THROUGHOUT THE WORLD. OUR EFFORTS SUPPORT EDUCATIONAL, SOCIAL SERVICE AND CHARITABLE PROGRAMS THAT EXEMPLIFY THE JEWISH VALUES OF K'LAL YISRAEL (TAKING RESPONSIBILITY FOR ONE ANOTHER), TZEDAKAH (CHARITY AND RIGHTEOUSNESS), AND TIKKUN OLAM (REPAIRING THE WORLD). 0 0 2744080 2744080 DESIGNATED GIVING TO FUND & SUPPORT AGENCIES AND PROGRAMS INCLUDING JEWISH COMMUNITY CENTER, LOCAL DAY SCHOOLS & SYNAGOGUES 1859955 3088832 LEVY FAMILY CAMPUS - DEVELOP, OPERATE AND MAINTAIN A COMMUNITY CAMPUS FOR THE PURPOSE OF HOUSING JEWISH AGENCIES AND SERVICES PROVIDED BY OTHER NON-PROFIT ORGANIZATIONS. OF THE TOTAL REVENUE OF $3,088,832, THE AMOUNT OF $1,832,257 IS GRANTED BACK TO THESE ORGANIZATIONS IN THE FORM OF FREE RENT. THESE GRANTS ARE REPORTED IN FORM 990 AS PART OF THE DESIGNATED GIVING REPORTED ON LINE 4A ABOVE. 55847 56451 JEWISH COMMUNITY NEWS - PUBLISH A COMMUNITY PERIODICAL HIGHLIGHTING LOCAL JEWISH COMMUNITY NEWS, EVENTS AND ACTIVITIES. 723193 420196 PROVIDE A COMMUNITY CHAPLAIN, OUTREACH EVENTS, E-NEWSLETTER & WEB SERVICES, MEMBER OF JEWISH COMMUNITY RELATIONS COUNCIL, SILICON VALLEY HOLOCAUST SURVIVORS GROUP. ISRAEL TRIP AND SUMMER CAMP SCHOLARSHIPS TO INDIVIDUALS. 723193 420196 5383075 1 1 0 0 0 1 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 13 0 1 13 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 19 19 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X X JYL JURMAN 4083583033 14855 OKA ROAD SUITE 200 LOS GATOS CA 95032 STEVE ELLENBERG 4.00 X 0 0 0 LINDA FOX MIGHDOLL 4.00 X 0 0 0 SUSAN GAVENS 4.00 X 0 0 0 AL GUGGENHEIM 4.00 X 0 0 0 JEFFREY KANEL 4.00 X 0 0 0 JULIE KRIGEL 4.00 X 0 0 0 SHERYL LEWIS 4.00 X 0 0 0 JOEL RUBNITZ 4.00 X 0 0 0 RABBI MELANIE ARON 4.00 X 0 0 0 GINNY BAIRD 4.00 X 0 0 0 NAT COHEN 4.00 X 0 0 0 LARRY DIBOWITZ 4.00 X 0 0 0 JAY FRIEDMAN 4.00 X 0 0 0 BRANDY IVENER 4.00 X 0 0 0 STEVE JACKSON 4.00 X 0 0 0 PHIL KIPNIS 4.00 X 0 0 0 LEWIS OSOFSKY 4.00 X 0 0 0 TINA ROSENBLUM 4.00 X 0 0 0 JYL JURMAN 40.00 X 191811 0 56634 CATHLYN WHALEN 40.00 X 58483 0 14716 250294 0 71350 1 0 1 0 0 1896872 1896872 LEVY FAMILY CAMPUS 611710 3088832 3088832 PROGRAM REVENUE 611710 401648 401648 COMMUNITY NEWSPAPER 511110 56451 56451 3546931 123966 123966 2119181 1973289 145892 145892 145892 OTHER REVENUE 611710 18548 18548 18548 5732209 3565479 0 269858 2744080 2744080 250295 144329 48423 57543 631361 404355 73678 153328 215672 134220 29868 51584 34900 10470 24430 20747 3528 115 17104 86562 79880 4501 2181 25209 12741 12199 269 5581 1012 2273 2296 60292 60292 533630 530929 2701 42405 26692 15713 LEVY FAMILY CAMPUS 755455 755195 260 CAMPAIGN PROGRAMS 282464 161531 433 120500 REPAIR AND MAINTENANCE 226586 218499 8087 BAD DEBT 48388 48388 222021 95322 81020 45679 6185648 5383075 351829 450744 3084563 1018214 1023943 810315 62708 175100 850904 1172450 1000 0 22908618 4551844 18866089 18356774 3893324 4576859 15309 1274250 27797840 27383962 238410 167316 67923 69694 2648083 2524489 50560 53556 3004976 2815055 X 20513214 20175127 1977647 1855570 2302003 2538210 24792864 24568907 27797840 27383962 -453439 229482 0 X X 0 1 X 1 0 X 2884133 1811523 2174351 1994689 1915420 10780116 2884133 1811523 2174351 1994689 1915420 10780116 1336885 9443231 129789 136927 130715 122404 123966 643801 114389 101736 66125 58481 56451 397182 11821099 16183916 0.79880 0.78490 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 15 179945 148616 1145663 1 1 2302003 392957 -156750 2538210 2432726 33242 -163965 2302003 2141275 438127 -146676 2432726 2104708 200336 -163769 2141275 2343621 75000 -246287 67626 2104708 0 0 4200000 4200000 18209046 4067539 14141507 499572 484305 15267 18356774 DONOR DESIGNATED FUND PAYABLE 2267 ENDOWMENT HELD FOR ANOTHER ORGANIZATION 51289 53556 5961691 229482 229482 5732209 0 5732209 6185648 0 6185648 0 6185648 1 ADDISON PENZAK JEWISH COMMUNITY CENTER 14855 OKA ROAD SUITE 201 LOS GATOS CA 95032 942222989 145952 FMV BELOW MARKET RENT FMVGENERAL FUND, FACILIITES AMERICAN FRIENDS OF RAMBAM 521 FIFTH AVENUE SUITE 1731 NEW YORK NY 10175 237049727 5000 GENERAL FUND, FACILITIES AMERICAN FRIENDS OF KORET ISRAEL ECONOMIC DEVELOPMENT FUNDS 33 NEW MONTGOMERY STREET SUITE 1090 1090 SAN FRANCISCO CA 94105 943201147 25000 GENERAL FUND BIRTHRIGHT ISRAEL FOUNDATION 33 EAST 33RD STREET 7TH FLOOR NEW YORK NY 10016 134092050 6500 GENERAL FUND CHAI HOUSE 814 ST ELIZABETH DRIVE SAN JOSE CA 95126 770064726 16200 GENERAL FUND CONGREGATION BETH DAVID 19700 PROSPECT ROAD SARATOGA CA 95070 941682250 20400 GENERAL FUND CONGREGATION SINAI 1532 WILLOWBRAE AVENUE SAN JOSE CA 95125 941546644 12857 GENERAL FUND FRIENDS OF TEL AVIV SOURASKY MEDICAL CENTER INC 1461 FIRST AVENUE BOX 150 NEW YORK IS 10075 10000 GENERAL FUND HILLEL OF SILICON VALLEY 336 E WILLIAM STREET SAN JOSE CA 95112 770575153 60040 GENERAL FUND JEWISH FAMILY SERVICES 14855 OKA ROAD SUITE 202 LOS GATOS CA 95032 942536452 118109 FMV BELOW MARKET RENT GENERAL FUND, FACILITIES JEWISH FEDERATIONS OF NORTH AMERICA 25 BROADWAY SUITE 1700 NEW YORK NY 100041010 131624240 181751 FAIR SHARE DUES OPERA SAN JOSE 2149 PARAGON DRIVE SAN JOSE CA 95131 770009773 5000 GENERAL FUND SJSU JEWISH STUDIES DEPARTMENT 1 WASHINGTON SQUARE SAN JOSE CA 95192 830403915 6500 GENERAL FUND SILICON VALLEY JEWISH FILM FESTIVAL PO BOX 2190 CUPERTINO CA 95015 263234237 5550 GENERAL FUND SO PENINSULA HEBREW DAY SCHOOL 1030 ASTORIA DRIVE SUNNYVALE CA 94087 942174555 27680 GENERAL FUND TEMPLE EMANU-EL RELIGIOUS SCHOOL 1010 UNIVERSITY AVENUE SAN JOSE CA 95126 941132316 9500 GENERAL FUND YAVNEH DAY SCHOOL 14855 OKA ROAD SUITE 100 LOS GATOS CA 95032 942719901 90526 FMV BELOW MARKET RENT GENERAL FUND, FACILITIES PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THIS ORGANIZATION MONITORS THE USE OF GRANT FUNDS BY USING SPECIFIC PROJECT CODES TO TRACK INCOME AND EXPENSES OF EACH GRANT. X 0 1 X X X X 0 0 0 0 0 0 0 0 0 JYL JURMAN 191811 0 0 0 0 0 27498 0 29136 0 248445 0 0 0 CATHLYN WHALEN 58483 0 0 0 0 0 8974 0 5742 0 73199 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 ONE BOARD MEMBER IS A COUSIN TO THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION B, LINE 11 THE TAX RETURN IS REVIEWED AND APPROVED BY THE FINANCE COMMITTEE. COPIES ARE MADE AVAILABLE TO ALL MEMBERS OF THE BOARD OF DIRECTORS A NON-PUBLIC WEBSITE FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE POTENTIAL CONFLICTS OF INTEREST AND SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY. DISCLOSURES ARE REVIEWED BY MANAGEMENT AND THE EXECUTIVE COMMITEE WHICH ARE RESPONSIBLE FOR FOLLOW-UP. FORM 990, PART VI, SECTION B, LINE 15A THE CEO'S CONTRACT IS NEGOTIATED WITH THE PRESIDENT ALONG WITH 2 EXECUTIVE COMMITTEE MEMBERS. THE SALARY IS BASED ON COMPARABILITY OF JEWISH FEDERATION CEO'S WITH SIMILAR SIZE COMMUNITIES AND CAMPAIGN AMOUNTS THROUGH A CEO COMPENSATION SURVEY THAT JFNA PROVIDES EACH YEAR. IN ADDITION, SALARIES OF CEO'S IN LOCAL JEWISH AGENCIES ARE TAKEN INTO ACCOUNT. FORM 990, PART VI, SECTION C, LINE 18 FORM 990 IS AVAILABLE TO PUBLIC UPON REQUEST THROUGH TELEPHONE OR EMAIL. FORM 990, PART VI, SECTION C, LINE 19 ANYBODY WHO NEEDS THIS INFORMATION CAN CONTACT THE JEWISH FEDERATION OFFICE THROUGH TELEPHONE OR EMAIL. CONTACT INFORMATION IS AVAILABLE ON THE INTERNET. PART XI LINE 2C THE ORGANIZATION HAS A 3 MEMBER AUDIT COMMITTEE OF THE BOARD THAT IS RESPONSIBLE FOR SELECTING AN INDEPENDENT AUDITOR EACH YEAR. THE MAKE-UP OF THE AUDIT COMMITTEE COMPLIES WITH CALIFORNIA LAW. THE CFO AND AUDIT COMMITTEE REVIEW THE AUDIT PLAN WITH THE AUDITOR. A DRAFT OF THE FINANCIAL STATEMENT AND AUDIT FINDINGS ARE DISCUSSED BY THE AUDITOR WITH THE COMMITTEE PRIOR TO ISSUANCE OF THE FINANCIAL STATEMENT.