2021-05-13T15:50:53-05:00 2020-06-30 942702860 JOHANSON & YAU ACCOUNTANCY CORP 42 WEST CAMPBELL AVENUE THIRD FLOOR CAMPBELL CA 95008 990 2019-07-01 941167405 JEWISH FEDERATION OF SILICON VALLEY JEWI 4083583033 14855 OKA ROAD NO 200 LOS GATOS CA 95032 LAEL GRAY CEO 4083583033 2021-05-11 1 LAURA LIN P01541718 4082885111 2021-05-10 2019 2022-09-23 18:48:47Z LAEL GRAY 14855 OKA ROAD 200 LOS GATOS CA 95032 7898774 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). 17 17 9 50 0 0 2276857 2868167 3775255 3761126 459350 579290 13561 28946 6525023 7237529 4136749 3340072 0 0 1081447 891405 0 0 354813 2359412 2341163 7577608 6572640 -1052585 664889 29816148 31122456 1580571 2344978 28235577 28777478 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 1764607 1175396 173625 DESIGNATED GIVING TO FUND & SUPPORT AGENCIES AND PROGRAMS INCLUDING JEWISH COMMUNITY CENTER, LOCAL DAY SCHOOLS & SYNAGOGUES 4099656 2164676 3616447 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, A PORTION IS GRANTED BACK TO THESE ORGANIZATIONS IN THE FORM OF FREE RENT. 5864263 1 1 0 0 0 1 0 0 0 1 1 1 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 3 0 1 9 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X X LAEL GRAY 4083583033 14855 OKA ROAD SUITE 200 LOS GATOS CA 95032 JOEL RUBNITZ VP, CAMPUS GOVERNANCE 4.00 X X 0 0 0 JAY FRIEDMAN CHAIR 4.00 X X 0 0 0 JYL JURMAN CEO 40.00 X X 231319 0 60960 MARC LEVITT VP, FINANCE 4.00 X X 0 0 0 DEAN OSTILLY DIRECTOR 4.00 X 0 0 0 RABBI MELANIE ARON RABBINCAL ADVISOR 4.00 X 0 0 0 JONATHAN KATZ SECRETARY 4.00 X 0 0 0 ROBERT CHAYKIN DIRECTOR/JCRC LIASON 4.00 X 0 0 0 SUSAN SWEEDLER V.P. WOMEN'S PHILANTHROPY 4.00 X X 0 0 0 RACHAEL BERMAN HUCK DIRECTOR 4.00 X 0 0 0 AVIGAIL GAVENS DIRECTOR 4.00 X 0 0 0 MARILYN GOLDSMITH JFNA BOARD MEMBER 4.00 X 0 0 0 JEFF KANEL IMMEDIATE PAST CHAIR 4.00 X 0 0 0 EVAN KASS AUDIT COMMITTEE 4.00 X 0 0 0 SHERYL LEVITT DIRECTOR 4.00 X 0 0 0 DANA BRODY BROWN DIRCTOR 4.00 X 0 0 0 SARAH MUNSON VP, ANNUAL CAMPAIGN 4.00 X X 0 0 0 231319 0 60960 1 0 1 0 0 2868167 2868167 LEVY FAMILY CAMPUS 611710 3616447 3616447 PROGRAM REVENUE 611710 144679 144679 3761126 374591 374591 865944 661245 204699 204699 204699 OTHER REVENUE 611710 28946 28946 28946 7237529 3790072 0 579290 3340072 3340072 292280 175368 29228 87684 437793 293012 56967 87814 161332 103503 19047 38782 39000 39000 22362 22362 5743 5248 362 133 87356 83410 3766 180 11998 1230 10750 18 5366 1095 3903 368 53249 53249 553020 544372 8648 66642 54403 12239 LEVY FAMILY CAMPUS 796411 796411 OUTSIDE LABOR AND CONSU 251560 99402 74460 77698 REPAIR AND MAINTENANCE 222421 216822 5599 CAMPAIGN PROGRAMS 83977 34746 49231 142058 61920 67233 12905 6572640 5864263 353564 354813 903899 1862355 626305 496734 19910 67397 1031026 1188383 23494 23225650 8267354 15398525 14958296 8302558 8838117 3510431 3711174 29816148 31122456 174843 158706 127889 134615 1061093 1038383 216746 1013274 1580571 2344978 X 18699993 18491080 9535584 10286398 28235577 28777478 29816148 31122456 664889 -122988 0 X X 0 1 X 1 0 X 1952735 2222534 1954651 2290418 2897113 11317451 1952735 2222534 1954651 2290418 2897113 11317451 2721296 8596155 269698 309819 318461 315893 374591 1588462 60731 49496 59213 54292 223732 13129645 18338487 0.65470 0.53860 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6 1013166 268809 7233631 1 1 0 2897279 111512 186081 2822710 2611830 412971 127522 2897279 2606413 1716027 1710610 2611830 2542333 1752273 1688193 2606413 2595541 1766845 1820053 2542333 0 0 4200000 4200000 18542196 7838274 10703922 0 483454 429080 54374 0 14958296 DOMESTIC MUTUAL FUNDS 3056504 F INTERNATIONAL MUTUAL FUNDS 654670 F 3711174 ENDOWMENT HELD FOR ANOTHER ORGANIZATION 215274 REFUNDABLE ADVANCE 148000 LINE OF CREDIT 650000 1013274 7092179 -122988 -122988 7215167 22362 22362 7237529 6550278 0 6550278 22362 22362 6572640 PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT EXPENSES 22,362. 1 ADDISON PENZAK JEWISH COMMUNITY CENTER 14855 OKA ROAD SUITE 201 LOS GATOS CA 95032 942222989 110937 1461363 FMV BELOW MARKET RENT FMVGENERAL FUND, FACILIITES CHAI HOUSE 814 ST ELIZABETH DRIVE SAN JOSE CA 95126 770064726 23700 GENERAL FUND CONGREGATION SHIR HADASH 20 CHERRY BLOSSOM LN LOS GATOS CA 95032 942662529 5325 GENERAL FUND CONGREGATION SINAI 1532 WILLOWBRAE AVENUE SAN JOSE CA 95125 941546644 21331 GENERAL FUND HILLEL OF SILICON VALLEY 44 S 11THST SAN JOSE CA 95112 770575153 53481 GENERAL FUND JEWISH FAMILY SERVICES 14855 OKA ROAD SUITE 202 LOS GATOS CA 95032 942536452 131644 71074 FMV BELOW MARKET RENT GENERAL FUND, FACILITIES JEWISH FEDERATIONS OF NORTH AMERICA 25 BROADWAY SUITE 1700 NEW YORK NY 10004 131624240 97000 FAIR SHARE DUES SILICON VALLEY JEWISH FILM FESTIVAL PO BOX 2190 CUPERTINO CA 95015 263234237 13050 GENERAL FUND SO PENINSULA HEBREW DAY SCHOOL 1030 ASTORIA DRIVE SUNNYVALE CA 94087 942174555 34758 GENERAL FUND TEMPLE EMANU-EL RELIGIOUS SCHOOL 1010 UNIVERSITY AVENUE SAN JOSE CA 95126 752872570 25250 GENERAL FUND YAVNEH DAY SCHOOL 14855 OKA ROAD SUITE 100 LOS GATOS CA 95032 942719901 78997 632239 FMV BELOW MARKET RENT GENERAL FUND, FACILITIES ONE TABLE 79 MADISON AVE 8TH FLOOR NEW YORK NY 10016 464715368 18750 GENERAL FUND SAN JOSE STATE UNIVERISTY CLARK HALL 421 ONE WASHINGTON SQUARE SAN JOSE CA 95112 946017638 5000 GENERAL FUND STANDFORD UNIVERISTY DEPARTMENT OF OPHTHALMOLOGY 318 CAMPUS DRIVE STANFORD CA 94305 941156365 88000 GENERAL FUND URJ CAMP NEWMAN 711 GRAND AVENUE SUITE 280 SAN RAFAEL CA 94901 131663143 5370 GENERAL FUND CAMP RAMAH 969-G EDGEWATER BLVD SUITE 804 FOSTER CITY CA 94404 951843131 5000 GENERAL FUND 5 GYRES INSTITUTE 5792 WEST JEFFERSON BLVD LOS ANGELES CA 90016 271350279 5000 GENERAL FUND CONGREGATION BETH DAVID 197000 PROSPECT RD SARATOGA CA 95070 941682250 9451 GENERAL FUND DESTINATION HOME 3180 NEWBERRY DRIVE SUITE 200 SAN JOSE CA 95118 823353174 5000 GENERAL FUND KAVOD (AMY ISRAEL PREGULMAN 1779 KIRBY PKWY1-362 MEMPHIS TN 38138 475495289 38605 GENERAL FUND OSHMAN FAMILY JCC 3921 FABIAN WAY PALO ALTO CA 94303 770185734 25500 GENERAL FUND PHI BETA KAPPA SOCIETY 1606 NEW HAMPSHIRE AVENUE NW WASHINGTON DC 20009 526078036 5000 GENERAL FUND THE BURKARD SCHOOL 2333 PALM AVE SAN MATEO CA 94403 474322966 7500 GENERAL FUND THE FRIENDSHIP CIRCLE 8649 N PORT WASHINGTON RD FOX POINT WI 53217 391819245 5000 GENERAL FUND WASHINGTON INSTITUTE FOR NEAR EAST POLICY 1111 19TH STREET NW SUITE 500 WASHINGTON DC 20036 521376034 9250 GENERAL FUND YOGA FOR ALL MOVEMENT 4041 SOQUEL DRIVE SUTIE A192 SOQUEL CA 95073 384029749 5000 GENERAL FUND 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 1 1 X X X X 0 0 0 0 0 0 0 0 0 JYL JURMAN CEO 231319 0 0 0 0 0 0 0 60960 0 292279 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 11B 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.