2025-11-14T15:44:52-06:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 101 SECOND STREET SUITE 900 SAN FRANCISCO CA 94105 990 2024-01-01 943227261 TAWONGA JEWISH COMMUNITY CORPORATION TAWO 4155432267 131 STEUART STREET 460 SAN FRANCISCO CA 94105 REBECCA MEYER CHIEF EXECUTIVE OFFICER 4155432267 2025-11-14 1 1 MICHAEL LUMSDEN P01262236 4159561500 2025-11-14 2024 2025-03-06 01:10:19Z REBECCA MEYER 131 STEUART STREET 460 SAN FRANCISCO CA 94105 19662347 0 X WWW.TAWONGA.ORG X 1995 CA TO PROVIDE EDUCATIONAL AND RECREATIONAL PROGRAMS FOR CHILDREN, ADULTS AND FAMILIES WHICH HELP THEM DEVELOP AS HEALTHY AND PARTICIPATING MEMBERS OF THE JEWISH AND SECULAR COMMUNITIES, LOCALLY, NATIONALLY AND INTERNATIONALLY. 17 17 517 45 0 0 2670818 3077447 7240143 7892686 431791 522367 -12807 -154283 10329945 11338217 0 0 0 0 5585950 5980950 0 4213 657524 4843794 5304981 10429744 11290144 -99799 48073 26235221 26683026 1722185 1641834 24513036 25041192 X THE MISSION OF THE TAWONGA JEWISH COMMUNITY CORPORATION IS TO PROVIDE EDUCATIONAL AND RECREATIONAL PROGRAMS FOR CHILDREN, ADULTS AND FAMILIES WHICH HELP THEM DEVELOP AS HEALTHY AND PARTICIPATING MEMBERS OF THE JEWISH AND SECULAR COMMUNITIES, LOCALLY, NATIONALLY AND INTERNATIONALLY. THE CORPORATION DOES THIS BY INTEGRATING THE THEMES OF:1. PERSONAL GROWTH AND THE DEVELOPMENT OF POSITIVE SELF-ESTEEM; 2. CREATING COOPERATIVE COMMUNITIES THROUGH SOCIAL GROUP-WORK PROCESS; 3. TIKKUN OLAM, OUR PARTNERSHIP WITH THE NATURAL WORLD; AND 4. POSITIVE JEWISH IDENTIFICATION AND SPIRITUALITY. 0 0 5559850 0 6067700 SUMMER CAMP, QUESTS & TEEN SERVICE LEARNING - AT THE PROPERTY IN GROVELAND, CA AND IN NEARBY OUTDOOR SPACES (SUCH AS NATIONAL PARKS), CAMPERS PARTICIPATE IN SUMMER CAMP AND QUEST PROGRAMS IN WHICH THEY DEVELOP SOCIAL AND EMOTIONAL SKILLS, DEEPENED RELATIONSHIPS, AND MAKE MEANINGFUL CONNECTIONS TO JUDAISM AND NATURE. 1484750 0 1040265 FAMILY/ADULT CAMPS (WEEKEND PROGRAMS) - AT THE PROPERTY IN GROVELAND, CA PARTICIPANTS ATTEND FAMILY CAMP AND OTHER SPECIALIZED PROGRAMMING FOR ADULTS. THESE PROGRAMS FOCUS ON CONNECTIONS TO JUDAISM AND NATURE AS WELL AS DEEPENING RELATIONSHIPS AND CONNECTIONS WITH THE LARGER JEWISH COMMUNITY. 669880 0 630438 DOWN THE MOUNTAIN (YEAR-ROUND PROGRAMS) - PROVIDES FOR THE COMMUNITY TO INTERACT, AS WELL AS CULTURAL, ENVIRONMENTAL, AND RELIGIOUS ACTIVITIES. 7714480 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 65 0 1 517 1 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 0 0 CA X JULIE KELLNER 4155432267 131 STEUART STREET SUITE 460 SAN FRANCISCO CA 94105 TALI LEVY PRESIDENT 5.00 X X 0 0 0 LENA BROOK VICE PRESIDENT 1.00 X X 0 0 0 PAUL HERMAN SECRETARY 1.00 X X 0 0 0 JEN SPITZER TREASURER 1.00 X X 0 0 0 SARAH KAATZ MEMBER-AT-LARGE 1.00 X X 0 0 0 ROBYN FRYE DIRECTOR 1.00 X 0 0 0 RACHEL KIRK-CORTEZ DIRECTOR 1.00 X 0 0 0 SHANA PENN DIRECTOR (THROUGH 3/2024) 1.00 X 0 0 0 CARLOS MUNOZ DIRECTOR 1.00 X 0 0 0 TALIA NAGAR DIRECTOR 1.00 X 0 0 0 JULIET SAMPSON DIRECTOR 1.00 X 0 0 0 MARCY SCOTT LYNN DIRECTOR 1.00 X 0 0 0 JOSH SHAK DIRECTOR 1.00 X 0 0 0 DENNIS TROPER DIRECTOR 1.00 X 0 0 0 ARIEL TROST DIRECTOR 1.00 X 0 0 0 ADAM WEISS DIRECTOR 1.00 X 0 0 0 ALISON WONG STEIN DIRECTOR 1.00 X 0 0 0 JON YOLLES DIRECTOR 1.00 X 0 0 0 REBECCA MEYER CHIEF EXECUTIVE OFFICER 40.00 X 254588 0 53436 JULIE KELLNER SENIOR DIRECTOR, FINANCE 40.00 X 134774 0 31057 LISA WERTHEIM CHIEF DEVELOPMENT OFFICER 40.00 X 177837 0 44339 DEBBIE VASQUEZ CHIEF OPERATING OFFICER 40.00 X 182864 0 30579 RYLEY KATZ SR. DIRECTOR, PROGRAMS & INNOVATION 40.00 X 137476 0 49399 AARON MANDEL CAMP DIRECTOR 40.00 X 146924 0 39203 KATHERINE C COHEN SENIOR DIRECTOR, COMMUNICATIONS 40.00 X 134272 0 18507 MOLLIE BREGER ASSOCIATE DIRECTOR OF DEVELOPMENT 40.00 X 115519 0 35162 KIYOMI GELBER SENIOR DIRECTOR, JEDI 40.00 X 126651 0 8730 1410905 0 310412 12 0 1 0 AED CONSTRUCTION 13947-A MONO WAY SONORA CA 95370 GENERAL CONTRACTOR / CONSTRUCTION 1054734 LUX BUS AMERICA 560 LINCOLN AVENUE SAN JOSE CA 95126 TRANSPORTATION SERVICES 143389 2 3077447 66087 3077447 PROGRAM SERVICE FEES 611710 7892686 7892686 7892686 415551 415551 8183611 8076795 106816 106816 106816 93052 247335 -154283 -154283 11338217 7738403 0 522367 909474 213443 473855 222176 4064130 3001414 811553 251163 162869 129315 26392 7162 487135 375482 91026 20627 357342 236359 89140 31843 69360 69360 4213 4213 289685 166478 81997 41210 52480 52480 186279 10082 167917 8280 109786 33248 43290 33248 392950 273881 98635 20434 302898 289270 13628 15114 8086 7028 746414 746414 975695 975695 FOOD & BEVERAGE 796148 724873 64000 7275 CAMP MAINTENANCE 734170 734170 CAMP SUPPLIES 422990 406792 16198 RECRUITMENT & TRAINING 50452 33803 16649 160560 57695 100000 2865 11290144 7714480 2918140 657524 963259 1158582 0 819151 448218 1216488 13623 22737 57637 0 280946 208594 19708991 6450408 12671568 13258583 10649715 8894523 1150255 1104368 26235221 26683026 438774 573768 472683 565271 550000 350000 260728 152795 1722185 1641834 X 19413745 20599331 5099291 4441861 24513036 25041192 26235221 26683026 48073 480083 0 X 0 1 X 1 0 X 5758940 4454104 4661696 2670818 3077447 20623005 5758940 4454104 4661696 2670818 3077447 20623005 2344303 18278702 62072 63677 144583 421224 415551 1107107 21730112 27679525 0.84120 0.83200 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 868173 11617 106538 43445 6720 936163 786101 22210 108303 42768 5673 868173 939483 22559 -129331 42292 4318 786101 857678 20335 101190 39720 939483 810473 86246 39041 857678 0.16400 0.54100 0.29500 1 0 99878 99878 15912503 5070158 10842345 1522010 1105129 416881 2174600 275121 1899479 13258583 OPERATING LEASE LIABILITY 152795 152795 X 12065635 480083 480083 11585552 -247335 -247335 11338217 11537479 247335 247335 11290144 0 11290144 PART V, LINE 4: THE INTENDED USE OF THE ENDOWMENT FUNDS ARE TO SUPPORT THE ORGANIZATION'S PROGRAMS. PART X, LINE 2: THE ORGANIZATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -247,335. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOOD SOLD 247,335. X X X 0 0 0 0 0 0 0 0 0 REBECCA MEYER CHIEF EXECUTIVE OFFICER 253940 0 0 0 648 0 17776 0 35660 0 308024 0 0 0 LISA WERTHEIM CHIEF DEVELOPMENT OFFICER 175580 0 0 0 2257 0 11933 0 32406 0 222176 0 0 0 DEBBIE VASQUEZ CHIEF OPERATING OFFICER 182040 0 0 0 824 0 12419 0 18160 0 213443 0 0 0 RYLEY KATZ SR. DIRECTOR, PROGRAMS & INNOVATION 137207 0 0 0 269 0 9484 0 39915 0 186875 0 0 0 AARON MANDEL CAMP DIRECTOR 146654 0 0 0 270 0 10145 0 29058 0 186127 0 0 0 JULIE KELLNER SENIOR DIRECTOR, FINANCE 134370 0 0 0 404 0 9285 0 21772 0 165831 0 0 0 KATHERINE C COHEN SENIOR DIRECTOR, COMMUNICATIONS 134018 0 0 0 254 0 8582 0 9925 0 152779 0 0 0 MOLLIE BREGER ASSOCIATE DIRECTOR OF DEVELOPMENT 115325 0 0 0 194 0 7932 0 27230 0 150681 0 0 0 X 6 66087 FAIR MARKET VALUE 0 0 1 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS RECEIVED, DEFINED AS EACH SEPARATE GIFT, IN SCHEDULE M, PART I, COLUMN (B). FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT TAX ACCOUNTANT IN CONJUNCTION WITH THE ORGANIZATION'S ACCOUNTING AND FINANCE DEPARTMENT. A DRAFT FORM 990 IS THEN REVIEWED BY MANAGEMENT; ADJUSTMENTS ARE MADE, AS NECESSARY. A COMPLETE COPY OF THE FORM 990 IS PROVIDED TO ALL MEMBERS OF THE GOVERNING BODY PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C INTERESTED PERSONS, AS DEFINED BY THE ORGANIZATION'S POLICY, MUST ANNUALLY DISCLOSE ANY ACTUAL OR POSSIBLE CONFLICTS OF INTEREST TO THE DIRECTORS OR MEMBERS OF COMMITTEES WITH GOVERNING BOARD-DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE, THE DISINTERESTED BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. THE CHAIRPERSON OF THE GOVERNING BOARD OR COMMITTEE SHALL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DUE DILIGENCE IS EXERCISED, THE DISINTERESTED BOARD OR COMMITTEE MEMBERS SHALL DETERMINE WHETHER THE ORGANIZATION CAN OBTAIN A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST, AND IF NOT, WHETHER TO PROCEED WITH THE PROPOSED TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION FOR THE CEO AND SENIOR MANAGEMENT IS DETERMINED BY THE BOARD ANNUALLY THROUGH A COMBINATION OF ASSESSMENT OF PERFORMANCE, DATA ASSESSMENTS, AND EXTERNAL MARKET DATA ON COMPENSATION OF SIMILARLY SITUATED INDIVIDUALS IN SIMILAR ORGANIZATIONS. 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.