2023-11-14T18:48:58-06:00 2022-12-31 953001179 WINDES INC PO BOX 87 LONG BEACH CA 90801 990 2022-01-01 951647830 JEWISH FEDERATION OF GREATER LONG BEACH & WEST ORANGE COUNTY JEWI 5625062811 3801 EAST WILLOW STREET LONG BEACH CA 90815 RAYMOND BROWN CFO 5625062811 2023-11-14 1 RAYMOND BROWN 999009999 1 AARON PHILLIPS P01654760 5624351191 2023-11-14 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JEWISH LONG BEACH DEBORAH GOLDFARB 3801 EAST WILLOW STREET LONG BEACH CA 90815 7436326 0 X WWW.JEWISHLONGBEACH.ORG X 1948 CA TO SERVE THE JEWISH AND LOCAL COMMUNITY VIA THE COMMUNITY CENTER THAT OFFERS PROGRAMS, EARLY CHILDHOOD EDUCATION, FITNESS AND RECREATIONAL ACTIVITIES IN A JEWISH-FOCUSED ENVIRONMENT. 30 30 170 60 0 0 1060330 1683534 9846 4134832 226152 123533 92548 140802 1388876 6082701 422844 691670 0 0 354876 4443659 0 0 365577 683834 3123436 1461554 8258765 -72678 -2176064 45679514 40551449 5970761 3634026 39708753 36917423 X GUIDED BY JEWISH VALUES AND CULTURE, WE SEEK TO INSPIRE COMMUNITY BY IMPROVING LIVES, BUILDING BRIDGES OF UNDERSTANDING AND INCLUSION, AND SUPPORTING THE JEWISH PEOPLE HERE, IN ISRAEL, AND AROUND THE WORLD. 1 0 2950723 691670 2420222 EARLY CHILDHOOD EDUCATION & YOUTH ACTIVITIES: THE CENTER'S PRESCHOOL, SERVING CHILDREN AGES 2 TO 5 YEARS OLD, IS LICENSED UNDER THE STATE OF CALIFORNIA, DEPARTMENT OF SOCIAL SERVICES. THE SCHOOL IS DESIGNED TO FACILITATE THE GROWTH OF CHILDREN PHYSICALLY, SOCIALLY, COGNITIVELY, AND JEWISHLY. THE YOUTH PROGRAM PROVIDES AFTER-SCHOOL ACTIVITIES AND AN EXTENDED SUMMER CAMP FOR YOUNG CHILDREN. 1035846 304109 FITNESS & AQUATICS: THE CENTER FEATURES AN AQUATICS AREA FOR LAP SWIMMING, AQUA AEROBICS, OPEN SWIMMING, AND LESSONS. THE FITNESS CENTER FEATURES AN INDOOR GYMNASIUM, EXTENSIVE FITNESS EQUIPMENT, GROUP AND INDIVIDUAL FITNESS CLASSES, A DANCE STUDIO, AND MORE. 408345 18738 ADULT & SENIOR PROGRAMS: WE OFFER A VARIETY OF ACTIVITIES TO ENHANCE AND PROMOTE THE WELL-BEING OF ALL ADULTS AND SENIORS. THEY INCLUDE A WEEKLY SENIORS LUNCH PROGRAM, VARIOUS WELLNESS ACTIVITIES, THE BARBARA ALPERT SIGNING CIRCLE, THE MONTHLY HAPPINESS & HUMOR, AND FITNESS AND AQUATICS PROGRAMS DESIGNED FOR SENIORS. 2204543 814879 OTHER CULTURE & COMMUNITY BASED SERVICES THAT PROMOTE OUR JEWISH HERITAGE, AND OUR SHARED COMMUNITY. WE OFFER ART & FILM FESTIVALS, AND WE HOLD ON AND OFF CAMPUS EVENTS RELATING TO THE JEWISH HOLIDAYS. WE FEATURE A FULL AUDITORIUM AND MEETING ROOMS THAT WE USE FOR THE LOCAL COMMUNITY. 2204543 814879 6599457 1 1 0 0 0 1 0 0 1 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 32 0 1 170 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 30 30 0 0 1 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X RAYMOND BROWN 5625062811 3801 EAST WILLOW STREET LONG BEACH CA 90815 EDIE BRODSKY CO-PRESIDENT 3.00 X X 0 0 0 DR BARRY ZAMOST CO-PRESIDENT 3.00 X X 0 0 0 LAURIE RAYKOFF CO-IMMEDIATE PAST PRESIDENT 3.00 X X 0 0 0 DR MATT DAVIS CO-IMMEDIATE PAST PRESIDENT 3.00 X X 0 0 0 SHARI NEMIROW CO-VICE PRESIDENT FINANCE 3.00 X X 0 0 0 AVA WEISS CO-VICE PRESIDENT FINANCE 3.00 X X 0 0 0 LYNNE KASS VICE PRESIDENT FUND DEVELOPMENT 3.00 X X 0 0 0 DR AARON KERN VICE PRESIDENT GOVERNANCE 3.00 X X 0 0 0 BETH STERLING VP JEWISH LIFE, CULTURE, & PROGRAMS 3.00 X X 0 0 0 ANNA SALUSKY VICE PRESIDENT, MEMBERSHIP & FITNESS 3.00 X X 0 0 0 DR RICHARD MARCUS VICE PRESIDENT PLANNING & GRANTS 3.00 X X 0 0 0 GENEVIEVE BRILL-MURPHY SECRETARY 3.00 X X 0 0 0 ALAN BRAWER BOARD MEMBER 3.00 X 0 0 0 SARA BROWN BOARD MEMBER 3.00 X 0 0 0 SHELLEY CARL BOARD MEMBER 3.00 X 0 0 0 YANKI GREENSPAN BOARD MEMBER 3.00 X 0 0 0 MULU HARRISON BOARD MEMBER 3.00 X 0 0 0 JERRY KAUFMAN BOARD MEMBER 3.00 X 0 0 0 SETH LINDEN BOARD MEMBER 3.00 X 0 0 0 SHMUEL LOVITCH BOARD MEMBER 3.00 X 0 0 0 MELISSA CARR-KREITENBERG BOARD MEMBER 3.00 X 0 0 0 KATHY MCDERMOTT BOARD MEMBER 3.00 X 0 0 0 AMBER VERA MENDOZA BOARD MEMBER 3.00 X 0 0 0 DR BERNARD NATELSON BOARD MEMBER 3.00 X 0 0 0 MELISSA NEWMAN BOARD MEMBER 3.00 X 0 0 0 MATT PARETSKY BOARD MEMBER 3.00 X 0 0 0 SAMANTHA ROBERTS BOARD MEMBER 3.00 X 0 0 0 VICKI SCHERWIN BOARD MEMBER 3.00 X 0 0 0 KEN SCHLESINGER BOARD MEMBER 3.00 X 0 0 0 LINDA WALTZMAN BOARD MEMBER 3.00 X 0 0 0 ZACHARY BENJAMIN CEO 40.00 X 202620 0 9637 KEVIN GISER COO 40.00 X 122149 0 3418 RAYMOND BROWN CFO 40.00 X 116253 0 13438 RICHARD ARCINIAGA CONTROLLER 40.00 X 104610 0 13133 545632 0 39626 4 0 1 0 0 147020 6500 1530014 257556 1683534 TUITION 611600 2420222 2420222 MEMBERSHIP DUES 900099 858261 858261 PROGRAM SERVICES 900099 836182 836182 JEWISH COMMUNITY CHRONICLE 900099 20167 20167 4134832 10780 10780 183447 0 183447 183447 183447 1383829 1271076 112753 112753 112753 17880 147020 82549 -64669 -64669 OTHER INCOME 900099 22024 22024 22024 6082701 4340303 0 58864 600715 600715 90955 90955 212257 53064 84903 74290 3528992 3073103 293010 162879 70527 17632 28210 24685 365665 310479 41260 13926 266218 223974 25996 16248 1603 1603 70500 70500 200953 200953 338987 144378 194609 21983 19664 2319 56359 23242 33117 225209 117918 102599 4692 83654 80036 3618 34005 34005 17616 586 17030 113151 113151 626495 599280 27215 214814 168234 7640 38940 CAMPUS MAINTENANCE 238518 230733 7785 PROGRAM EVENTS 188841 186522 2319 UTILITIES 172951 165480 7471 DUES 150032 118803 15615 15614 367765 340654 15127 11984 8258765 6599457 1293731 365577 X 616676 259823 15106 9863 92902 81637 21227 51259 72925 880637 18512497 10692818 7968715 7819679 35285050 30007027 41106 41172 1565807 1400352 45679514 40551449 78052 440997 42823 51819 314518 3034108 173106 2815778 2653586 5970761 3634026 X 24574742 23360066 15134011 13557357 39708753 36917423 45679514 40551449 X -2176064 -4769154 4153888 X 0 1 X 1 0 X 13826133 1426587 2547566 1060330 1683534 20544150 487734 86422 26134 9846 4134832 4744968 14313867 1513009 2573700 1070176 5818366 25289118 249645 125647 175650 53291 82101 686334 35960 35960 285605 125647 175650 53291 82101 722294 24566824 90094 94825 188 62 10780 195949 90094 94825 188 62 10780 195949 79399 214865 92548 22024 408836 14403961 1687233 2788753 1162786 5851170 25893903 0.94870 0.90870 0.00760 0.01280 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER REVENUE - 2019 AMOUNT: $ 79,399. 2020 AMOUNT: $ 214,865. 2022 AMOUNT: $ 22,024. MISCELLANEOUS INCOME - 2021 AMOUNT: $ 879. EVENT REVENUE - 2021 AMOUNT: $ 875. SHARED REVENUE - 2021 AMOUNT: $ 90,794. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 48 627858 389779 1798730 1 1 0 1 X 12838036 50000 -1739027 744533 10404476 11624632 43730 283203 66794 11884771 8475597 1335389 1996498 182852 11624632 8783694 67645 -95361 280381 8475597 8624999 57307 493443 392055 8783694 0.15000 0.85000 0 0 35840 35840 13149356 7480357 5668999 3455892 2740800 715092 1871409 471661 1399748 7819679 CAPITAL LEASE - SOLAR EQUIPMENT 1646582 CHARITABLE REMAINDER TRUST LIABILITIES 1007004 2653586 X 1021639 -4769154 -90955 -4860109 5881748 200953 200953 6082701 7966857 0 7966857 200953 90955 291908 8258765 PART IV, LINE 2B: OTHER ORGANIZATIONS WITHIN THE JEWISH COMMUNITY HAVE DEPOSITED MONIES WITH THE ORGANIZATION TO HOLD AND MANAGE AS INVESTMENTS. INVESTMENT INCOME (EXPENSE) RELATED TO THESE MONIES IS RECORDED AS AN INCREASE (DECREASE) TO THIS ACCOUNT. THESE FUNDS ARE INCLUDED IN INVESTMENTS ON THE STATEMENT OF FINANCIAL POSITION. PART V, LINE 4: ONGOING SUPPORT OF ACTIVITIES BENEFICIAL TO THE JEWISH COMMUNITY. THERE ARE DOZENS OF ENDOWMENTS, AND ALL ARE SUBJECT TO THE USES DETERMINED BY THE INITIAL OWNER WHEN THE ENDOWMENT WAS FIRST CREATED. PART X, LINE 2: FIN 48: THE ORGANIZATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE. HOWEVER, THE ORGANIZATION IS SUBJECT TO INCOME TAXES ON ANY NET INCOME THAT IS DERIVED FROM TRADE OR BUSINESS REGULARLY CARRIED ON AND NOT IN THE FURTHERANCE OF THE PURPOSES FOR WHICH IT WAS GRANTED EXEMPTION. MANAGEMENT BELIEVES THAT THE ORGANIZATION HAS NOT RECEIVED INCOME FROM ANY UNRELATED TRADE OR BUSINESS AND, AS SUCH, NO INCOME TAX PROVISION HAS BEEN RECORDED ON THE ORGANIZATION'S FINANCIAL STATEMENTS. THE ORGANIZATION RECOGNIZES THE IMPACT OF TAX POSITIONS IN THE FINANCIAL STATEMENTS IF THAT POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED ON AUDIT, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE ORGANIZATION RECOGNIZES POTENTIAL ACCRUED INTEREST AND PENALTIES RELATED TO UNCERTAIN TAX POSITIONS IN INCOME TAX EXPENSE. TO DATE, THE ORGANIZATION HAS NOT RECORDED ANY UNCERTAIN TAX POSITIONS. THE ORGANIZATION IS SUBJECT TO POTENTIAL INCOME TAX AUDITS ON OPEN TAX YEARS BY ANY TAXING JURISDICTION IN WHICH IT OPERATES. THE STATUTE OF LIMITATIONS FOR FEDERAL PURPOSES IS THREE YEARS AND FOR CALIFORNIA IS FOUR YEARS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FINANCIAL AID, NETTED WITH TUITION REVENUE ON FINANCIAL STATEMENTS -90,955. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID, NETTED WITH TUITION REVENUE ON FINANCIAL STATEMENTS 90,955. SCHEDULE D, PART V, LINE 1A, ADJUSTMENT TO BEGINNING BALANCE: THE BEGINNING BALANCE OF THE ENDOWMENT FUNDS HAS BEEN ADJUSTED ($953,265) TO ACCOUNT FOR THE TRANSFER OF ENDOWMENT FUNDS FROM THE ALPERT JEWISH COMMUNITY CENTER, WHICH MERGED WITH JEWISH LONG BEACH AS OF JANUARY 1, 2022. 36 HOURS OF JLB 149812 133972 15840 48417 15136 36 HOURS OF JLB 7169 5129 2040 8715 2100 1060 7 7919 7919 5014 2107 164900 147020 17880 62146 2100 18303 82549 -64669 1 ADL 1201 DOVE STREET SUITE 390 NEWPORT BEACH CA 92660 131818723 5013(C)(3) 22821 0 SUPPORT JEWISH EDUCATIONAL PROGRAMS CALIFORNIA CONF FOR EQUALITY & JUSTICE 3605 LONG BEACH BLVD SUITE 100 LONG BEACH CA 90807 542178438 5013(C)(3) 12301 0 SUPPORT JEWISH EDUCATIONAL PROGRAMS CHABAD JEWISH CENTER 25 HARRIS STREET GLASTONBURY CT 06033 061030000 5013(C)(3) 9240 0 JEWISH COMMUNITY SUPPORT CHABAD JEWISH CENTER OF LAGUNA NIGUEL 27631 LA PAZ ROAD D LAGUNA NIGUEL CA 92677 330920968 5013(C)(3) 6000 0 JEWISH COMMUNITY SUPPORT CHABAD OF PARKLAND 7170 LOXAHATCHEE ROAD PARKLAND FL 330673901 650946383 5013(C)(3) 10000 0 JEWISH COMMUNITY SUPPORT CONGREGATION LUBAVITCH 14401 WILLOW LANE HUNTINGTON BEACH CA 92647 311296684 5013(C)(3) 8700 0 SUPPORT JEWISH COMMUNITY ACTIVITIES HEBREW ACADEMY 14401 WILLOW LN HUNTINGTON BEACH CA 926472254 330688036 5013(C)(3) 39360 0 SUPPORT JEWISH EDUCATIONAL PROGRAMS HILLEL 3801 EAST WILLOW STREET LONG BEACH CA 90815 330348561 5013(C)(3) 100610 0 JEWISH COMMUNITY SUPPORT JEWISH FAMILY & CHILDREN'S SERVICES 3801 E WILLOW ST LONG BEACH CA 90815 952273033 5013(C)(3) 49212 0 SUPPORT COUNSELING IN THE LONG BEACH COMMUNITY JEWISH FEDERATIONS OF NORTH AMERICA 26 BROADWAY SUITE 1700 NEW YORK NY 10004 131624241 5013(C)(3) 19825 0 SUPPORT JEWISH EDUCATIONAL PROGRAMS LONG BEACH SYMPHONY 249 E OCEAN BLVD SUITE 200 LONG BEACH CA 90802 956004958 5013(C)(3) 8500 0 SUPPORT JEWISH EDUCATIONAL PROGRAMS TEMPLE ISRAEL 269 LOMA AVE LONG BEACH CA 90803 951684093 5013(C)(3) 56507 0 SUPPORT JEWISH EDUCATIONAL PROGRAMS USITA LONG BEACH 16504 HARBOUR LANE HUNTINGTON BEACH CA 92649 042734122 5013(C)(3) 45000 0 TEACHES PEOPLE HOW TO SAIL WASHINGTON INSTITUTE FOR NEAR EAST POLICY 1111 19TH ST NW SUITE 500 WASHINGTON DC 20036 521376034 5013(C)(3) 15000 0 SUPPORT JEWISH EDUCATIONAL PROGRAMS YESHIVA OHR ELCHANAN CHABAD 7215 WARING AVE LOS ANGELES CA 90046 954384473 5013(C)(3) 26300 0 SUPPORT JEWISH EDUCATIONAL PROGRAMS 15 FINANCIAL AID 13 90955 PART I, LINE 2: BASED UPON KNOWLEDGE OF AND INPUT FROM THE RECEIVING ORGANIZATIONS, THE ALLOCATIONS COMMITTEE RECOMMENDS TO THE BOARD FOR APPROVAL GRANTS TO ORGANIZATIONS FOR PROGRAM AND UNRESTRICTED CHARITABLE ACTIVITY. X X 0 0 0 0 0 0 0 0 0 ZACHARY BENJAMIN CEO 202620 0 0 0 0 0 5467 0 4170 0 212257 0 0 0 PART I, LINE 1B INDIVIDUALS RECEIVE "GRATIS" HEALTH AND SOCIAL CLUB MEMBERSHIPS FROM OTHER ORGANIZATIONS IN THE AREA. NO CASH IS EXCHANGED. X 9 257556 NET PROCEEDS FROM SA 0 1 1 PART I, COLUMN (B): PART I, COLUMN (B) IS REPORTING THE NUMBER OF CONTRIBUTIONS. PART I, LINE 32B: THE ORGANIZATION USES THIRD PARTY SERVICES TO FACILITATE THE ACCEPTANCE, SELLING, AND ADMINISTRATIVE ASPECTS OF ACCEPTING DONATIONS OF USED CARS. THE ORGANIZATION DOES NOT ACTIVELY SOLICIT USED CAR DONATIONS. FORM 990, PART III, LINE 2 THE ORGANIZATION IS THE SURVIVING ENTITY OF A MERGER WITH THE JEWISH COMMUNITY CENTER OF LONG BEACH (AKA. ALPERT JEWISH COMMUNITY CENTER, EIN 95-2280871). NEW ACCOMPLISHMENTS REPORTED ON THIS YEAR'S 990 INCLUDE THE ACCOMPLISHMENTS REPORTED ON THE 990 BY THE JEWISH COMMUNITY CENTER OF LONG BEACH (EARLY CHILDHOOD EDUCATION & YOUTH ACTIVITIES; FITNESS AND AQUATICS; ADULT AND SENIOR PROGRAMS). FORM 990, PART VI, SECTION A, LINE 4 THE BYLAWS WERE RE-WRITTEN BASED ON A MERGER WITH THE ALPERT JEWISH COMMUNITY CENTER. FORM 990, PART VI, SECTION A, LINE 6 DOES THE ORGANIZATION HAVE MEMBERS OR STOCKHOLDERS? EACH DONOR TO THE ORGANIZATION IS CONSIDERED A MEMBER OF THE ORGANIZATION. AS MEMBERS, THEY HAVE THE RIGHT TO VOTE ON CANDIDATES FOR THE BOARD OF DIRECTORS AT THE ANNUAL MEETING. MEMBERSHIP CONVEYS NO FURTHER RIGHTS THAN THIS. FORM 990, PART VI, SECTION A, LINE 7A DESCRIBE THE MEMBERS, STOCKHOLDERS, OR OTHER PERSONS WHO HAD THE POWER TO ELECT OR APPOINT ONE OR MORE MEMBERS OF THE GOVERNING BODY. EACH DONOR TO THE ORGANIZATION IS CONSIDERED A MEMBER OF THE ORGANIZATION. AS MEMBERS, THEY HAVE THE RIGHT TO VOTE ON CANDIDATES FOR THE BOARD OF DIRECTORS AT THE ANNUAL MEETING. MEMBERSHIP CONVEYS NO FURTHER RIGHTS THAN THIS. FORM 990, PART VI, SECTION B, LINE 11B DESCRIBE THE PROCESS THE ORGANIZATION USES TO REVIEW FORM 990. FEDERAL LAW DOES NOT REQUIRE THAT A COPY OF THE 990 BE PROVIDED TO EACH BOARD MEMBER OR THAT EACH BOARD MEMBER REVIEW THE 990. THE AUDIT AND FINANCE COMMITTEE OF THIS ORGANIZATION REVIEW THE 990 PRIOR TO THE FILING OF THE 990. UPON COMPLETION OF THEIR REVIEW AND FINALIZATION OF THE 990, THEY RECOMMEND APPROVAL OF THE RETURN TO THE BOARD OF DIRECTORS. IT IS AVAILABLE FOR REVIEW BY BOARD MEMBERS FOR A PERIOD OF TIME PRIOR TO BOARD RATIFICATION OF THE AUDIT AND FINANCE COMMITTEE'S RECOMMENDATION TO ACCEPT AND FILE THE 990. ANY BOARD MEMBER WHO REQUESTS A COPY IS PROVIDED ONE. UPON THE BOARD'S ACCEPTANCE OF THE AUDIT AND FINANCE COMMITTEE'S RECOMMENDATION TO ACCEPT AND FILE THE 990 IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C DESCRIBE HOW THE ORGANZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY AND ANNUALLY REQUIRES BOARD MEMBERS AND ALL EMPLOYEES TO DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 DESCRIBE THE PROCESS USED FOR DETERMINING COMPENSATION OF THE ORGANIZATION'S OFFICERS OR KEY EMPLOYEES. THE EXECUTIVE COMMITTEE OF THE ORGANIZATION APPOINTS A COMPENSATION COMMITTEE TO REVIEW AND APPROVE ANY CHANGES IN COMPENSATION FOR THE EXECUTIVE DIRECTOR, TOP MANAGEMENT, OR KEY EMPLOYEES. THE ORGANIZATION TAKES INTO CONSIDERATION AVAILABLE INDUSTRY DATA IN MAKING COMPENSATION DECISIONS AND CONTEMPORANEOUSLY SUBSTANTIATES ITS DELIBERATIONS AND DECISIONS. THE EXECUTIVE COMMITTEE REVIEWS AND APPROVES RECOMMENDATIONS OF THE COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION C, LINE 18 DESCRIBE THE OTHER METHOD THE ORGANIZATION IS USING TO MAKE ITS DOCUMENTS AVAILABLE FOR PUBLIC INSPECTION. THE ORGANIZATION WAS FORMED PRIOR TO THE EXISTENCE OF THE IRS FORM 1023. THE ORGANIZATION MAKES AVAILABLE FOR INSPECTION ITS FORM 990 UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 DESCRIBE HOW THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIALS STATEMENTS AVAILABLE TO THE PUBLIC. THE ORGANIZATION MAKES AVAILABLE FOR INSPECTION ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS UPON REQUEST. FORM 990, PART X, LINE 9, ERC RECEIVABLE: THE EMPLOYEE RETENTION CREDIT (ERC) WAS ENACTED IN MARCH 2020 BY THE CORONAVIRUS AID, RELIEF, AND ECONOMIC SECURITY ACT (CARES ACT) AND AMENDED IN DECEMBER 2020, BY THE TAXPAYER CERTAINTY AND DISASTER TAX RELIEF ACT (TCDTR ACT). THE ERC IS A REFUNDABLE TAX CREDIT AGAINST CERTAIN EMPLOYMENT TAXES EQUAL TO 50% OF THE QUALIFIED WAGES AN ELIGIBLE EMPLOYER PAID TO EMPLOYEES IN CALENDAR YEAR 2020 (FROM MARCH 2020 THROUGH DECEMBER 2020) AND 70% OF THE QUALIFIED WAGES IN CALENDAR YEAR 2021. AS OF DECEMBER 31, 2022, THE ORGANIZATION HAS COLLECTED $512,534 AND HAS RECOGNIZED A RECEIVABLE OF $730,488 ON THE ACCOMPANYING STATEMENT OF FINANCIAL POSITION. FORM 990, PART XI, LINE 9: BEGINNING NET ASSETS OF THE MERGED ORGANIZATION 4,153,888. CHARITABLE REMAINDER TRUST (2) N/A CA N/A T 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0