2025-07-15T16:55:19-05:00 2024-08-31 341900735 CBIZ ADVISORS LLC 2255 GLADES ROAD SUITE 321A BOCA RATON FL 33431 990 2023-09-01 591945109 JEWISH FEDERATION OF SOUTH PALM BEACH COUNTY INC JEWI 5618523100 9901 DONNA KLEIN BLVD BOCA RATON FL 33428 KAREN MILLOY-GOBRECHT CFO 5618523100 2025-07-15 1 1 MICHAEL FISHER P01243324 5619945050 2025-07-15 2023 2025-03-06 01:10:19Z KAREN MILLOY-GOBRECHT 9901 DONNA KLEIN BLVD BOCA RATON FL 33428 25967627 0 X WWW.JEWISHBOCA.ORG X 1979 FL TO FURTHER THE WELFARE OF THE JEWISH COMMUNITY IN SOUTH PALM BEACH COUNTY, ISRAEL, AND AROUND THE WORLD. 82 82 117 82 0 0 20272765 20102894 1413493 951448 2788928 3641852 1899083 1271433 26374269 25967627 9098577 8426968 0 0 0 0 0 0 2130928 15780751 16133112 24879328 24560080 1494941 1407547 211925200 225104185 34317384 29590975 177607816 195513210 X TO SUSTAIN THE JEWISH COMMUNITY LOCALLY AND WORLDWIDE, AND CREATE A JEWISH FUTURE AND SUPPORT JEWISH PEOPLE WORLDWIDE. 0 0 2086541 2086541 JEWISH FEDERATIONS OF NORTH AMERICA - SUPPORTS VARIOUS LOCAL REGIONAL NATIONAL AND OVERSEAS RECIPIENTS. 2334683 2334683 164599 ALLOCATIONS TO COMMUNITY PARTNERSHIP ENTITIES AND AFFILIATES. 950550 950550 GRANTS AND ALLOCATIONS TO OTHER LOCAL AND NON-LOCAL NOT-FOR-PROFIT BENEFICIARIES. 10586173 3055194 2058282 VARIOUS PROGRAMS TO FURTHER THE WELFARE OF THE LOCAL AND NON-LOCAL JEWISH COMMUNITY. 10586173 3055194 2058282 15957947 1 0 0 0 0 1 0 0 0 1 0 1 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 107 0 1 117 1 0 0 0 0 0 0 0 0 0 0 0 0 X 82 82 0 0 0 0 0 1 1 1 1 0 0 0 1 1 1 1 1 1 1 0 X X KAREN MILLOY-GOBRECHT CFO 5618523100 9901 DONNA KLEIN BLVD BOCA RATON FL 33428 ALBERT GORTZ SECRETARY 1.00 2.00 X 0 0 0 ALICIA SPERO BOARD MEMBER 3.00 X 0 0 0 ANNE JACOBSON VICE CHAIR 3.00 X 0 0 0 APRIL E LEAVY VICE CHAIR, ISRAEL & OVERSEAS 3.00 X 0 0 0 ARTHUR GOLDBERG VICE CHAIR, FACILITES 6.00 20.00 X 0 0 0 BARBARA WERNER BOARD MEMBER 3.00 X 0 0 0 BARRY PODOLSKY BOARD MEMBER 3.00 8.00 X 0 0 0 BARRY WINOGRAD TREASURER 3.00 2.00 X 0 0 0 BENJAMIN GENE BOARD MEMBER 3.00 X 0 0 0 BETTY KANE BOARD MEMBER 3.00 X 0 0 0 BOB COOK BOARD MEMBER 3.00 10.00 X 0 0 0 BRYAN DROWOS BOARD MEMBER 3.00 X 0 0 0 CAROL LAZAR BOARD MEMBER 3.00 X 0 0 0 CAROL SMOKLER BOARD MEMBER 3.00 X 0 0 0 CHARLES LICHTMAN BOARD MEMBER 3.00 X 0 0 0 CINDY ORBACH NIMHAUSER BOARD MEMBER 3.00 X 0 0 0 DALE FILHABER BOARD MEMBER 3.00 X 0 0 0 DANA ADLER BOARD MEMBER 3.00 X 0 0 0 DANA STRONG BOARD MEMBER PRESIDENT, DONNA KLEIN JEWISH ACADEM 3.00 X 0 0 0 DAVID CUTLER BOARD MEMBER 3.00 X 0 0 0 DAVID GALPERN CHAIR APPOINTMENT, BOARD MEMBER 3.00 4.00 X 0 0 0 DAVID KIRSCHNER BOARD MEMBER 3.00 X 0 0 0 DAVID PRATT VICE CHAIR 3.00 X 0 0 0 DEBRA HALPERIN ASSISTANT TREASURER 3.00 X 0 0 0 DON BRODIE BOARD MEMBER 3.00 X 0 0 0 DOROTHY MEYERS WIZER BOARD MEMBER 3.00 X 0 0 0 DR GAIL RUBIN KWAL BOARD MEMBER 3.00 2.00 X 0 0 0 ELYSSA KUPFERBERG VICE CHAIR, WP 3.00 X 0 0 0 EMILY GRABELSKY BOARD MEMBER 3.00 X 0 0 0 FRANKLIN HOMER BOARD MEMBER 3.00 X 0 0 0 GAIL GREENSPOON BOARD MEMBER 3.00 X 0 0 0 GARRY LESSER BOARD MEMBER 3.00 X 0 0 0 GEORGE LINTZ BOARD MEMBER 3.00 X 0 0 0 HELENE PAUL BOARD MEMBER 3.00 X 0 0 0 HOWARD DUBOSAR BOARD MEMBER 3.00 X 0 0 0 HOWARD HALPERN BOARD MEMBER, JEWISH ASSOCIATION FOR RESIDENTIAL 3.00 X 0 0 0 ILENE WOHLEGEMUTH BOARD MEMBER 3.00 X 0 0 0 JANET SAHR BOARD MEMBER 3.00 X 0 0 0 JEFFREY NEWMAN BOARD MEMBER 3.00 X 0 0 0 JEREMY COHEN BOARD MEMBER 3.00 X 0 0 0 JILL DEUTCH BOARD MEMBER 3.00 X 0 0 0 JILL ROSE CHAIR OF THE BOARD 5.00 6.00 X 0 0 0 JOE SONTZ BOARD MEMBER 3.00 X 0 0 0 JOSEPH MISHKIN BOARD MEMBER 3.00 X 0 0 0 JUDI SCHUMAN VICE CHAIR 3.00 X 0 0 0 JUSTIN HERTZERG BOARD MEMBER 3.00 X 0 0 0 KAREN DERN VICE CHAIR, PROGRAM FUNDING COUNCIL 3.00 4.00 X 0 0 0 KATHY GREEN BOARD MEMBER 3.00 X 0 0 0 KENNETH LEBERSFELD B&P CHAIR 3.00 X 0 0 0 KENNETH PRITZKER BOARD MEMBER 3.00 X 0 0 0 LAURENCE BLAIR VICE CHAIR, FRD 3.00 X 0 0 0 LAWRENCE FELDMAN IMMEDIATE PAST CHAIR 3.00 X 0 0 0 MARK DERN BOARD MEMBER 3.00 X 0 0 0 MARK SCHAUM VICE CHAIR, JJCF 3.00 X 0 0 0 MARTIN LIFTON BOARD MEMBER 3.00 X 0 0 0 MATT KUTCHER BOARD MEMBER 3.00 X 0 0 0 MATTHEW MASCHLER BOARD MEMBER 3.00 X 0 0 0 MERYL GALLATIN BOARD MEMBER 3.00 X 0 0 0 MICHAEL BECKERMAN BOARD MEMBER 3.00 2.00 X 0 0 0 MICHAEL LIPTON BOARD MEMBER 3.00 X 0 0 0 MICHELLE HOLLISTER BOARD MEMBER 3.00 X 0 0 0 NAOMI STEINBERG BOARD MEMBER 3.00 X 0 0 0 RABBI AMY PESSAH RABBI DIRECTOR 3.00 X 0 0 0 RABBI GREG WEISMAN RABBI DIRECTOR JCRC CHAIR 3.00 X 0 0 0 RABBI MOISHE DENBURG RABBI DIRECTOR 3.00 X 0 0 0 RACHEL SCHRAGER YOUNG ADULT DIVISION CHAIR 3.00 X 0 0 0 RANI GARFINKLE BOARD MEMBER 3.00 X 0 0 0 RICHARD STEINBERG VICE CHAIR, CAMPAIGN 3.00 X 0 0 0 RICHARD STOLLS BOARD MEMBER 3.00 X 0 0 0 RICK PAUL R&N RALES JEWISH FAMILY SERVICES, CHAIR 3.00 X 0 0 0 ROB ROSSMAN BOARD MEMBER 3.00 X 0 0 0 ROBERT LEWIS AUDIT COMMITTEE CHAIR, BOARD MEMBER 3.00 X 0 0 0 ROBIN BARITZ BOARD MEMBER 3.00 X 0 0 0 ROBIN RUBIN VICE CHAIR 3.00 X 0 0 0 ROXANE FRECHIE LIPTON BOARD MEMBER 3.00 X 0 0 0 SHELLY SNYDER CAMPAIGN CHAIR, WP 3.00 X 0 0 0 STEVEN CLARFIELD JCC PRESIDENT 3.00 X 0 0 0 SUSAN RAHN BOARD MEMBER 3.00 X 0 0 0 TOBY COOPERMAN BOARD MEMBER 3.00 X 0 0 0 TRACY KAWA BOARD MEMBER 3.00 X 0 0 0 WENDY LIPSICH BOARD MEMBER 3.00 X 0 0 0 WES FINCH ASSISTANT SECRETARY 3.00 13.00 X 0 0 0 KAREN MILLOY-GOBRECHT CFO 40.00 X 218431 0 11343 MATTHEW LEVIN CEO 30.00 10.00 X 240013 240012 48091 TODD POLIKOFF COO 38.00 2.00 X 79116 184605 13980 MEL LOWELL EXEC DIRECTOR SINAI & CAP EXP 15.00 25.00 X 108805 108805 5496 JENNIFER KOENIG CHIEF DEVELOPMENT OFFICER 40.00 X 238630 0 4409 MARLA EGERS EXECUTIVE VP 40.00 X 336687 0 43526 JEFFREY ISERSON FORMER CFO 40.00 X 409940 0 20785 1631622 533422 147630 6 1 1 0 COMPASS GROUP PO BOX 50196 LOS ANGELES CA 900740196 CATERING 1472355 SUNSTATES SECURITY LLC PO BOX 896583 CHARLOTTE NC 282896547 SECURITY SERVICES 1304509 JANITRONICS BUILDING SERVICES 4951 N DIXIE HWY BOCA RATON FL 33431 JANITORIAL SERVICES 1259662 SAGEVIEW CONSULTING 112 WEST 34TH STREET 18TH FLOOR NEW YORK NY 10120 HUMAN RESOURCES 794372 WEATHER-TECH ROOFING & WATERPROOFING INC 2280 NW 16TH STREET POMPANO BEACH FL 33069 ROOFER 585170 22 20102894 20102894 GENERAL FUND SERVICES 624100 500219 500219 JEWISH EDUCATION DEPT 624100 305291 305291 JEWISH COMMUNITY FDN. 624100 145938 145938 951448 3635852 3635852 6000 0 6000 6000 6000 MISCELLANEOUS INCOME 624100 1256243 1256243 RAFFLE INCOME 624100 7950 7950 ADVERTISING INCOME 624100 4740 4740 2500 2500 1271433 25967627 2222881 0 3641852 X 8426968 8426968 10812 5815 4997 374868 163792 140747 70329 77156 41497 35659 SALARIES, BENEFITS, & T 10892182 4789749 4115844 1986589 SERVICES & PROGRAMS 4241118 2265873 1946884 28361 PRINTING & PUBLICITY 225106 118762 102053 4291 BUILDING & EQUIPMENT 189420 90614 77865 20941 122450 54877 47156 20417 24560080 15957947 6471205 2130928 1640697 2858843 5062538 4732426 1712688 2203611 1520320 1500843 151265268 161380652 50723689 52427810 211925200 225104185 2672299 3617332 4711835 4785203 1392952 759219 25540298 20429221 34317384 29590975 X 125848826 136960722 51758990 58552488 177607816 195513210 211925200 225104185 X 1407547 16741208 -243361 X X 0 1 X 1 0 X 42414300 25998823 26412011 20272765 20102894 135200793 42414300 25998823 26412011 20272765 20102894 135200793 135200793 1923935 2080423 2623014 2872952 3635852 13136176 1575280 1606828 2421922 1899083 1271433 8774546 157111515 6755200 0.86050 0.85470 X 217 4146355 3424769 34959390 1 1 97666964 6271594 14873551 7659205 111152904 91225702 7085185 6648689 7292612 97666964 101473207 10508548 -13717534 7038519 91225702 84269864 7847076 15456399 6100132 101473207 73250210 8098365 9014896 6093607 84269864 0.44269 0.00000 0.55731 0 0 0 ALTERNATIVE INVESTMENTS 830002 F BENEFICIAL INTEREST IN CHARITABLE LEAD ANNUITY TRUST 1302201 F CERTIFICATES OF DEPOSIT 44712 F CORPORATE BONDS 328883 F EQUITIES 1017039 F EXCHANGE-TRADED FUNDS 11080506 F ISRAEL BONDS 2665500 F MONEY MARKET FUNDS 484104 F MUTUAL FUNDS 140860916 F GOVERNMENT BONDS 2766789 F 161380652 DUE FROM FACILITIES 50239229 DUE FROM CCRC OPERATIONS CORP 2158155 DUE FROM CCRC OPERATIONS CORP VIA CCRC DEVELOPMENT LLC 30426 52427810 LIABILITY UNDER SPLIT-INTEREST AGREEMENTS 527631 DUE TO COMMUNITY PARTNERSHIP ENTITIES 11268214 BOND PAYABLE 3985000 INTEREST RATE SWAP LIABILITY 254917 INVESTMENTS HELD ON BEHALF OF OTHER ENTITIES 4393459 20429221 X 97173848 16741208 53974495 70715703 26458145 -490518 -490518 25967627 90789287 66229207 66229207 24560080 0 24560080 PART V, LINE 4: THE ENDOWMENT FUNDS ARE USED TO ACHIEVE THE ORGANIZATION'S EXEMPT PURPOSE. THE FEDERATION ADOPTED THE UNIFORM PRUDENT MANAGEMENT OF INSTITUTIONAL FUNDS ACT ("UPMIFA"). UPMIFA, ALONG WITH THE FEDERATION'S OWN GOVERNING DOCUMENTS, REGULATES THE FEDERATION'S EXPENDITURES OF ENDOWMENT FUNDS. UNDER UPMIFA, ABSENT DONOR RESTRICTIONS TO THE CONTRARY, THE FEDERATION MAY APPROPRIATE FOR EXPENDITURE ANY AMOUNT IT DETERMINES IS PRUDENT FOR THE USES, BENEFITS AND DURATION FOR WHICH THE ENDOWMENT FUND WAS ESTABLISHED. MOST DONORS HAVE NOT PLACED RESTRICTIONS ON THE USE OF ENDOWMENT FUNDS. PART X, LINE 2: GAAP REQUIRES THE FEDERATION'S MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FEDERATION AND RECOGNIZE A TAX LIABILITY IF THE FEDERATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE FEDERATION'S MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FEDERATION AND HAS CONCLUDED THAT AS OF AUGUST 31, 2024, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: AMOUNTS INCLUDED ON SEPARATE FILINGS OF FORM 990 JEWISH COMM FACILITIES 3,275,792. AMOUNTS INCLUDED ON SEPARATE FILINGS OF FORM 990 FEDERATION CCRC OPERATIONS 51,189,221. GAIN(LOSS) INCLUDED ON SEPARATE FILINGS OF FORM 990 FEDERATION CCRC OPERATIO -66,990. GAIN(LOSS) INCLUDED ON SEPARATE FILINGS OF FORM 990 JEWISH COMM FACILITIES -423,528. PART XI, LINE 4B - OTHER ADJUSTMENTS: GAIN(LOSS) INCLUDED ON SEPARATE FILINGS OF FORM 990 FEDERATION CCRC OPERATIO -66,990. GAIN(LOSS) INCLUDED ON SEPARATE FILINGS OF FORM 990 JEWISH COMM FACILITIES -423,528. PART XII, LINE 2D - OTHER ADJUSTMENTS: AMOUNTS INCLUDED ON SEPARATE FILINGS OF FORM 990 JEWISH COMM FACILITIES 6,875,934. AMOUNTS INCLUDED ON SEPARATE FILINGS OF FORM 990 FEDERATION CCRC OPERATIONS 58,810,063. CHANGE IN VALUE OF INTEREST RATE SWAP 52,692. (GAIN)LOSS INCLUDED ON SEPARATE FILINGS OF FORM 990 FEDERATION CCRC OPERATIO 66,990. (GAIN)LOSS INCLUDED ON SEPARATE FILINGS OF FORM 990 JEWISH COMM FACILITIES 423,528. 0 JACOBSON JEWISH COMMUNITY FOUNDATION 9901 DONNA KLEIN BLVD BOCA RATON FL 33428 591945109 503(B) 3055194 0 BOOK TO ASSIST THE ORGANIZATION BY PROVIDING GENERAL SUPPORT. JEWISH FEDERATIONS OF NORTH AMERICA 25 BROADWAY STE 1700 NEW YORK NY 10041 131624240 501(C)(3) 2086541 0 BOOK TO ASSIST THE ORGANIZATION BY PROVIDING GENERAL SUPPORT. RUTH RALES JEWISH FAMILY SERVICE INC 21300 RUTH BARON COLEMAN BLVD BOCA RATON FL 33428 651115689 501(C)(3) 779800 0 BOOK TO ASSIST THE ORGANIZATION BY PROVIDING GENERAL SUPPORT. DONNA KLEIN JEWISH ACADEMY INC 9701 DONNA KLEIN BLVD BOCA RATON FL 33428 651129890 501(C)(3) 728421 0 BOOK TO ASSIST THE ORGANIZATION BY PROVIDING GENERAL SUPPORT. ADOLPH & ROSE LEVIS JEWISH COMMUNITY CENTER INC 9801 DONNA KLEIN BLVD BOCA RATON FL 33428 651127438 501(C)(3) 526462 0 BOOK TO ASSIST THE ORGANIZATION BY PROVIDING GENERAL SUPPORT. TORAH ACADEMY OF BOCA RATON INC 447 NW SPANISH RIVER BLVD BOCA RATON FL 33431 650788118 501(C)(3) 376312 0 BOOK TO ASSIST THE ORGANIZATION BY PROVIDING GENERAL SUPPORT. JEWISH ASSOCIATION FOR RESIDENTIAL CARE INC 21160 95TH AVE SOUTH BOCA RATON FL 33428 651131701 501(C)(3) 300000 0 BOOK TO ASSIST THE ORGANIZATION BY PROVIDING GENERAL SUPPORT. KATZ HILLEL DAY SCHOOL 21011 95TH AVE SOUTH BOCA RATON FL 33428 650489297 501(C)(3) 138228 0 BOOK TO ASSIST THE ORGANIZATION BY PROVIDING GENERAL SUPPORT. KATZ YESHIVA HIGH SCHOOL 20900 RUTH AND BARON COLEMAN BLVD BOCA RATON FL 33428 650781573 501(C)(3) 116393 0 BOOK TO ASSIST THE ORGANIZATION BY PROVIDING GENERAL SUPPORT. VARIOUS GRANTS UNDER REPORTING THRESHOLD 9901 DONNA KLEIN BLVD BOCA RATON FL 33428 999999999 501(C)(3) 106667 0 BOOK TO ASSIST THE ORGANIZATIONS BY PROVIDING GENERAL SUPPORT. HILLEL - INTERNATIONAL CAMPUS SERVICES 800 8TH STREET NW WASHINGTON DC 20001 590967823 501(C)(3) 55000 0 BOOK TO ASSIST THE ORGANIZATION BY PROVIDING GENERAL SUPPORT. BIRTHRIGHT ISRAEL 711 THIRD AVE 10TH FLOOR NEW YORK NY 10017 133931912 501(C)(3) 36850 0 BOOK TO ASSIST THE ORGANIZATION BY PROVIDING GENERAL SUPPORT. JEWISH ADOPTION AND FAMILY CARE OPTIONS INC 4200 N UNIVERSITY DRIVE SUNRISE FL 33351 200898587 501(C)(3) 25000 0 BOOK TO ASSIST THE ORGANIZATION BY PROVIDING GENERAL SUPPORT. HILLEL OF BROWARD & PALM BEACH 777 GLADES ROAD BLDG LY-3A BOCA RATON FL 33431 562472825 501(C)(3) 22500 0 BOOK TO ASSIST THE ORGANIZATION BY PROVIDING GENERAL SUPPORT. B'NAI TORAH CONGREGATION 6261 SW 18TH STREET BOCA RATON FL 33433 591713099 501(C)(3) 22100 0 BOOK TO ASSIST THE ORGANIZATION BY PROVIDING GENERAL SUPPORT. TEMPLE BETH EL 333 SW 4TH AVENUE BOCA RATON FL 33432 591412924 501(C)(3) 11000 0 BOOK TO ASSIST THE ORGANIZATION BY PROVIDING GENERAL SUPPORT. HADAR HIGH SCHOOL FOR GIRLS 7902 N MONTOYA CIRCLE 2ND FLOOR BOCA RATON FL 33433 810690676 501(C)(3) 10500 0 BOOK TO ASSIST THE ORGANIZATION BY PROVIDING GENERAL SUPPORT. JEWISH RECOVERY CENTER 4923 RABBIT HOLLOW DRIVE BOCA RATON FL 33487 263735470 501(C)(3) 10000 0 BOOK TO ASSIST THE ORGANIZATION BY PROVIDING GENERAL SUPPORT. NCSY SOUTHERN 7200 W CAMINO REAL SUITE 214 BOCA RATON FL 33433 135623717 501(C)(3) 10000 0 BOOK TO ASSIST THE ORGANIZATION BY PROVIDING GENERAL SUPPORT. BOCA RATON SYNAGOGUE 7900 MONTOYA CIRCLE BOCA RATON FL 33433 592446537 501(C)(3) 10000 0 BOOK TO ASSIST THE ORGANIZATION BY PROVIDING GENERAL SUPPORT. SCHEDULE I, PART IV JEWISH FEDERATION OF SOUTH PALM BEACH COUNTY REPORTS GRANTS ON SCHEDULE I TO THE JEWISH FEDERATIONS OF NORTH AMERICA (JFNA),WHICH IS A 501(C)(3) DOMESTIC U.S. CHARITY. IN ADDITION, JFNA, AND ITS BENEFICIARY AGENCIES, UNITED ISRAEL APPEAL (UIA), A SUBSIDIARY OF JFNA, AND THE AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE (JDC) - BOTH 501(C)(3) ORGANIZATIONS - EACH FILE A SEPARATE FORM 990 AND DETAILED SCHEDULES F. X X X X 1 0 0 0 0 0 0 0 0 MATTHEW LEVIN CEO 217350 217350 0 0 22663 22662 0 0 24045 24046 264058 264058 0 0 JEFFREY ISERSON FORMER CFO 268645 0 0 0 141295 0 2733 0 18052 0 430725 0 0 0 MARLA EGERS EXECUTIVE VP 286962 0 0 0 49725 0 5739 0 37787 0 380213 0 0 0 TODD POLIKOFF COO 69910 163123 0 0 9206 21482 780 1820 3414 7966 83310 194391 0 0 JENNIFER KOENIG CHIEF DEVELOPMENT OFFICER 208103 0 0 0 30527 0 4220 0 189 0 243039 0 0 0 KAREN MILLOY-GOBRECHT CFO 188906 0 0 0 29525 0 3906 0 7437 0 229774 0 0 0 MEL LOWELL EXEC DIRECTOR SINAI & CAP EXP 100481 100481 0 0 8324 8324 2010 2009 738 739 111553 111553 0 0 PART I, LINE 4A JEFFREY ISERSON RECEIVED SEVERANCE PAYMENTS TOTALING $91,112 DURING THE FISCAL YEAR. FORM 990, PART VI, SECTION A, LINE 7A THERE IS A NOMINATING COMMITTEE OF THE BOARD OF DIRECTORS THAT IS RESPONSIBLE FOR SELECTING THE ORGANIZATION'S OFFICERS. FORM 990, PART VI, SECTION A, LINE 7B THERE IS A CHECK AND BALANCE (GOVERNANCE) PROCESS WHICH REQUIRES VETTING THROUGH SEVERAL COMMITTEES BEFORE VOTE AND FINAL APPROVAL BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY ANDREA KALKSTEIN, VP FACILITIES FINANCE, AND KAREN MILLOY-GOBRECHT, CFO, WHO ALSO SIGNS THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY IS ENFORCED THROUGH THE BOARD OF DIRECTORS. THE BOARD MEMBERS ARE GIVEN A CONFLICT OF INTEREST POLICY ANNUALLY AND MUST ACKNOWLEDGE IN WRITING THAT IT WAS RECEIVED. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION'S CEO'S SALARY IS DETERMINED BY THE PERSONNEL COMMITTEE AND THE BOARD OF DIRECTORS. THE ORGANIZATION'S KEY EMPLOYEES' SALARIES ARE DETERMINED BY A SEARCH TEAM THAT ANALYZES THE SALARIES OF KEY EMPLOYEES FROM OTHER LOCAL FEDERATIONS. FORM 990, PART VI, SECTION C, LINE 19 THESE DOCUMENTS WILL BE FURNISHED UPON REQUEST. FORM 990, PART IX, LINE 24E ADMINISTRATION: PROGRAM SERVICE EXPENSES 63,493. MANAGEMENT AND GENERAL EXPENSES 54,560. FUNDRAISING EXPENSES 19,163. TOTAL EXPENSES 137,216. LOCAL & NON-LOCAL MEETINGS: PROGRAM SERVICE EXPENSES 52,434. MANAGEMENT AND GENERAL EXPENSES 45,056. FUNDRAISING EXPENSES 1,235. TOTAL EXPENSES 98,725. POSTAGE & SHIPPING: PROGRAM SERVICE EXPENSES 16,534. MANAGEMENT AND GENERAL EXPENSES 14,208. FUNDRAISING EXPENSES 19. TOTAL EXPENSES 30,761. DUES & SUBSCRIPTIONS: PROGRAM SERVICE EXPENSES 7,875. MANAGEMENT AND GENERAL EXPENSES 6,767. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14,642. OPS DEPRECIATION: PROGRAM SERVICE EXPENSES -85,459. MANAGEMENT AND GENERAL EXPENSES -73,435. FUNDRAISING EXPENSES 0. TOTAL EXPENSES -158,894. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF INTEREST RATE SWAP -52,692. CURRENT YEAR CONSOLIDATING INCOME ELIMINATION -190,669. FORM 990, PAGE 12, PART XII, QUESTION 2C NO CHANGE IN PROCESS FROM THE PRIOR YEAR NOTED. FORM 990, SCHEDULE F, PART II SEE SUPPLEMENTAL INFORMATION FOR SCHEDULE I, WHICH PERTAINS TO SCHEDULE F REPORTING FEDERATION CCRC DEVELOPMENT LLC 9901 DONNA KLEIN BLVD BOCA RATON FL 334281788 272015285 PROVIDE A PLANNED CONTINUING CARE RETIREMENT COMMUNITY FL JEWISH FEDERATION OF SOUTH PALM BEACH COUNTY INC JEWISH COMMUNITY FACILITIES CORPORATION 9901 DONNA KLEIN BLVD BOCA RATON FL 334281788 650446896 HOLD TITLE TO, COLLECT INCOME FROM AND MANAGE REAL PROPERTY FL 501(C)(2) 0 FEDERATION CCRC OPERATIONS CORP 9901 DONNA KLEIN BLVD BOCA RATON FL 334281788 272296079 PROVIDE A CONTINUING CARE RETIREMENT COMMUNITY FL 501(C)(3) 170(B)(1)(A)(VI) FEDERATION CCRC DEVELOPMENT LLC 0 ADOLPH AND ROSE LEVIS JEWISH COMMUNITY CENTER INC 9801 DONNA KLEIN BLVD BOCA RATON FL 334281788 651227438 PRESERVE AND STRENGTHEN JEWISH VALUES AND TRADITION FL 501(C)(3) 170(B)(1)(A)(VI) 0 DONNA KLEIN JEWISH ACADEMY INC 9701 DONNA KLEIN BOULEVARD BOCA RATON FL 334281754 651129890 TO EDUCATE CHILDREN AND THE GREATER DKJA COMMUNITY TO JEWISH VALUES. FL 501(C)(3) 170(B)(1)(A)(II) 0 0 1 0 1 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 DONNA KLEIN JEWISH ACADEMY INC B 305444 BASED ON ANNUAL ALLOCATION JEWISH COMMUNITY FACILITIES CORPORATION D 50239229 CASH VALUE FEDERATION CCRC OPERATIONS CORP D 2158155 CASH VALUE FEDERATION CCRC DEVELOPMENT LLC D 30426 CASH VALUE DONNA KLEIN JEWISH ACADEMY INC J 1292156 PER LEASE AGREEMENT JEWISH COMMUNITY FACILITIES CORPORATION M 0 NO VALUE JEWISH COMMUNITY FACILITIES CORPORATION N 0 NO VALUE JEWISH COMMUNITY FACILITIES CORPORATION O 741651 CASH VALUE JEWISH COMMUNITY FACILITIES CORPORATION P 84508 CASH VALUE DONNA KLEIN JEWISH ACADEMY INC P 1482240 CASH DISBURSEMENTS