2026-04-22T09:18:23-05:00 2025-06-30 334358135 SAX ADVISORS LLC 1040 AVENUE OF THE AMERICAS-16TH FL NEW YORK NY 10018 990 2024-07-01 221487220 JEWISH COMMUNITY CENTER ON THE PALISADES JEWI 2014081422 411 EAST CLINTON AVENUE TENAFLY NJ 07670 AMY HOLTZ CHIEF ADVANCEMENT OFFICER 2014081422 2026-04-22 1 0 MIKE SCHALL P02024184 2126857000 2026-04-13 2024 2025-03-06 01:10:19Z KAPLEN JCC AMY HOLTZ 411 EAST CLINTON AVENUE TENAFLY NJ 07670 37967055 0 X WWW.JCCOTP.ORG X 1944 NJ DEEPLY ROOTED IN JEWISH VALUES AND TRADITION, THE KAPLEN JCC ON THE PALISADES IS A VIBRANT HOME FOR THE JEWISH PEOPLE THAT WELCOMES ALL AND CULTIVATES THE SOCIAL, INTELLECTUAL, PHYSICAL AND SPIRITUAL WELL-BEING OF THE ENTIRE COMMUNITY. 49 49 852 100 0 0 8611441 12892291 13731221 20608051 1151897 54271 432184 408304 23926743 33962917 514719 625481 0 0 14449612 16302097 0 104757 999917 10128396 10993118 25092727 28025453 -1165984 5937464 25823313 30984074 18292514 17071371 7530799 13912703 X DEEPLY ROOTED IN JEWISH VALUES AND TRADITION, THE KAPLEN JCC ON THE PALISADES IS A VIBRANT HOME FOR THE JEWISH PEOPLE THAT WELCOMES ALL AND CULTIVATES THE SOCIAL, INTELLECTUAL, PHYSICAL AND SPIRITUAL WELL-BEING OF THE ENTIRE COMMUNITY. 0 0 7584999 625481 7060922 YOUTH PROGRAM - EARLY CHILDHOOD, YOUTH SERVICES, DAY CAMP: SERVING PROGRAMS. PROVIDED AFTER SCHOOL CARE, RECREATION AND ENRICHMENT PROGRAMS FOR CHILDREN OF WORKING PARENTS. IN ADDITION WE SERVED 650+ CHILDREN IN DAY CAMP. 5664063 8363309 HEALTH & WELLNESS - OUR GOAL IS TO PROMOTE HEALTH, WELLNESS AND WORKING WITH OTHERS AND INSTILLING GOOD CITIZENSHIP. FITNESS HAS MORE THAN 28,500 MEMBERS VISIT OUR FACILITIES EVERY MONTH. THERE WERE APPROXIMATELY 6,000 MEMBERS A MONTH USING OUR EXERCISE ROOMS, SWIMMING POOLS, BASKETBALL COURTS, AND INDOOR TRACK. THE EXPERIENCED STAFF WORKS WITH PEOPLE OF ALL AGES AND ABILITIES. 3311662 2013459 PERFORMING ARTS - THE PERFORMING ARTS APPROXIMATELY 500 ENROLLEES IN DANCE PROGRAMS, APPROXIMATELY 300 PER SEMESTER IN DRAMATIC ARTS PROGRAMS AND OVER 400 STUDENTS IN OUR RENOWNED COMMUNITY SCHOOL. THE MUSIC SCHOOL CONTINUES TO PARTNER WITH THE ENGLEWOOD SCHOOL DISTRICT PROVIDING MUSIC EDUCATION TO 70 FINANCIALLY CHALLENGED INNER CITY YOUTHS. THE DANCE, MUSIC AND DRAMATIC ARTS STUDENTS PERFORM FOR THE SENIOR ADULT CENTER AND AT LOCAL CENTERS FOR THE DISABLED. 5122586 3170361 COMMUNITYJCC OFFERS EXTENSIVE, HIGH-QUALITY COMMUNITY PROGRAMS AND SERVICES TO ADULTS OF ALL AGES INCLUDING SENIORS THROUGH THE KAPLEN ADULT REACH CENTER (ARC) AND INDIVIDUALS WITH SPECIAL NEEDS THROUGH THE GUTTENBERG CENTER FOR SPECIAL SERVICES 5122586 3170361 21683310 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 47 0 1 852 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 49 49 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 NJ X GARY BERNSTEIN 2014081422 411 EAST CLINTON AVENUE TENAFLY NJ 07670 MICHAEL KOLLENDER CHAIR 2.00 X X 0 0 0 CRAIG BARNETT VICE PRESIDENT 2.00 X X 0 0 0 DAN COHN VICE PRESIDENT 2.00 X X 0 0 0 ALISSA EPSTEIN VICE PRESIDENT 2.00 X X 0 0 0 PHYLLIS PERSKIE-KESSLEN VICE PRESIDENT 2.00 X X 0 0 0 BRANDI RUBIN VICE PRESIDENT 2.00 X X 0 0 0 JOSH WEINGAST TREASURER 2.00 X X 0 0 0 ANDREW KENT SECRETARY 2.00 X X 0 0 0 EDWARD A GROSSMANN TRUSTEE CHAIR 2.00 1.00 X 0 0 0 NANCY G BROWN TRUSTEE 2.00 X 0 0 0 GAYLE GERSTEIN TRUSTEE 2.00 X 0 0 0 DR SANDRA GOLD TRUSTEE 2.00 X 0 0 0 TINA GUBERMAN TRUSTEE 2.00 X 0 0 0 RICHARD KURTZ TRUSTEE 2.00 X 0 0 0 DR MARTIN S LEVITT TRUSTEE 2.00 X 0 0 0 ROBIN MILLER TRUSTEE 2.00 X 0 0 0 SUSAN PENN TRUSTEE 2.00 X 0 0 0 JOSEPH JOJO RUBACH TRUSTEE 2.00 1.00 X 0 0 0 DANIEL RUBIN TRUSTEE 2.00 1.00 X 0 0 0 JODI SCHERL TRUSTEE 2.00 X 0 0 0 ARTHUR SINENSKY TRUSTEE 2.00 X 0 0 0 PEARL SEIDEN TRUSTEE 2.00 1.00 X 0 0 0 MARK SHIRVAN TRUSTEE 2.00 X 0 0 0 KATIE WILF ALSTER DIRECTOR 2.00 X 0 0 0 RONA ANHALT DIRECTOR 2.00 X 0 0 0 BECKY CANARICK DIRECTOR 2.00 X 0 0 0 ORLY CHEN DIRECTOR 2.00 X 0 0 0 MEGHAN CUTLER DIRECTOR 2.00 X 0 0 0 NOAH GARDEN DIRECTOR 2.00 X 0 0 0 JENNA GUTMANN DIRECTOR 2.00 X 0 0 0 CASEY HALPER DIRECTOR 2.00 X 0 0 0 MARK HIRSCHBERG DIRECTOR 2.00 X 0 0 0 VIVIAN HOLZER DIRECTOR 2.00 X 0 0 0 ARIEL JACOBS DIRECTOR 2.00 X 0 0 0 GABRIELLE MANKOVSKY DIRECTOR 2.00 X 0 0 0 DAN OELSNER DIRECTOR 2.00 X 0 0 0 MITCHELL LIEBERMAN DIRECTOR 2.00 X 0 0 0 EILEEN PLEVA DIRECTOR 2.00 X 0 0 0 MARK ROTTENBERG DIRECTOR 2.00 X 0 0 0 CARYN SHERRY DIRECTOR 2.00 X 0 0 0 JILLIAN SOMBERG DIRECTOR 2.00 X 0 0 0 BENAY TAUB DIRECTOR 2.00 X 0 0 0 IRIS WORMSER DIRECTOR 2.00 X 0 0 0 EYAL YECHEZKELL DIRECTOR 2.00 X 0 0 0 HOWARD BREINDEL DIRECTOR 2.00 X 0 0 0 GUY IRON DIRECTOR 2.00 X 0 0 0 JEFF KURTZ DIRECTOR 2.00 X 0 0 0 ROBIN ROGERS DIRECTOR 2.00 X 0 0 0 DANIEL ZAUSNER DIRECTOR 2.00 X 0 0 0 STANLEY SHIRVAN TRUSTEE (THRU 5/25) 2.00 X 0 0 0 MARTIN BERNSTEIN TRUSTEE (THRU 5/25) 2.00 X 0 0 0 MERLE FISH TRUSTEE (THRU 5/25) 2.00 X 0 0 0 MYRON ROSNER TRUSTEE (THRU 5/25) 2.00 X 0 0 0 BARRY ZELLER DIRECTOR (THRU 5/25) 2.00 X 0 0 0 NANCY EPSTEIN DIRECTOR (THRU 5/25) 2.00 X 0 0 0 STEVEN S ROGERS CEO (THROUGH 1/25) 38.00 2.00 X 410516 0 45744 SUSAN GELSEY CEO (BEGINNING 1/25) 38.00 2.00 X 257889 0 18319 AMY HOLTZ CHIEF ADVANCEMENT OFFICER 38.00 2.00 X 173064 0 10257 BONNIE MATTALIAN CHIEF EXPERIENCE OFFICER 40.00 X 174034 0 486 ALYSSA R SCHIFFMAN CHIEF MISSION OFFICER 38.00 2.00 X 153373 0 13752 JUDITH DAVIDSOHN CHIEF PROGRAM OFFICER 40.00 X 163489 0 3867 DOROTHY ROFFMAN DIRECTOR OF MUSIC 40.00 X 150410 0 3362 GARY A BERNSTEIN DIRECTOR OF FINANCE 38.00 2.00 X 144308 0 3569 MICHAEL PITKOWSKY SENIOR SALESFORCE ADMIN 40.00 X 113965 0 223 ALLYSON CAROLYN DIRECTOR OF MEMBERSHIP 40.00 X 109325 0 2610 HAGIT TAL DIRECTOR OF FITNESS & WELLNESS 40.00 X 106735 0 1616 CARLI BUSHOVEN DIRECTOR OF MARKETING & COMMUN. 40.00 X 104931 0 2377 2062039 0 106182 18 0 1 0 VERUS MANAGEMENT GROUP PO BOX 628274 ORLANDO FL 32862 CLEANING SERVICE 646349 JERUSALEM CAFE OF TENAFLY 411 EAST CLINTON AVE TENAFLY NJ 07670 FOOD CATERER 482661 LIBERMAN NETWORKS 2460 LEMONIE AVE FORT LEE NJ 07024 IT SUPPORT 447180 BSECURE 6357 CAPRICORN AVE AGOURA HILLS CA 91301 SECURITY 439258 JOSEPH R DEVANEY ELECTICAL CONTRACTOR 35 WHITNEY ROAD MAHWAH NJ 07430 ELECTRICAL CONTRACTOR 310960 15 1812635 3488575 7591081 53474 12892291 PROGRAM SERVICES 900099 15107153 15107153 MEMBERSHIP DUES 900099 5500898 5500898 20608051 408304 0 408304 408304 408304 3222709 3168438 54271 54271 54271 835700 1812635 835700 0 33962917 20608051 0 462575 625481 625481 1413758 466141 737645 209972 12626456 10138533 2198838 289085 195273 158594 31538 5141 1014625 761613 216836 36176 1051985 795011 219698 37276 144209 111041 27400 5768 115225 88723 21893 4609 104757 104757 2170156 1901429 206825 61902 252781 252781 1779629 1608072 122666 48891 48558 36817 10096 1645 686121 520220 142660 23241 346877 340209 4520 2148 120954 68701 47870 4383 430872 326689 89588 14595 1779259 1349043 369948 60268 682717 517640 141952 23125 REPAIRS AND MAINTENANCE 1366952 1036430 284220 46302 SECURITY 485430 368055 100932 16443 OTHERS 358682 265607 91960 1115 CREDIT CARD AND BANK FE 187020 170188 14962 1870 37676 29073 7398 1205 28025453 21683310 5342226 999917 2383061 2384284 55267 29142 2056627 9202383 505091 612788 153618 232590 59087558 41522459 17446039 17565099 2624496 582696 599114 375092 25823313 30984074 3129074 1507402 3855771 4276175 11255000 11255000 52669 32794 18292514 17071371 X -5096300 1285604 12627099 12627099 7530799 13912703 25823313 30984074 X 5937464 668463 -224023 X 0 1 X 1 0 X 16390859 8030927 7133358 8611441 12892291 53058876 5746220 9658951 11630425 13731221 20608051 61374868 22137079 17689878 18763783 22342662 33500342 114433744 122500 2498440 565928 108734 544292 3839894 0 122500 2498440 565928 108734 544292 3839894 110593850 577123 1105573 433462 432184 408304 2956646 577123 1105573 433462 432184 408304 2956646 673369 673369 23387571 18795451 19197245 22774846 33908646 118063759 0.93670 0.92220 0.02500 0.02830 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 15268034 509320 1037547 1081818 15733083 14571254 68075 1641595 1012890 15268034 13998332 46435 1163487 637000 14571254 15107496 42112 -523376 627900 13998332 13733896 584317 1466908 663660 53965 15067496 0.14720 0.85280 0 1 1 1057372 1057372 50736087 35550580 15185507 5979251 4909449 1069802 1314848 1062430 252418 17565099 AUTO PAYABLE 32794 32794 X 34246925 668463 241026 909489 33337436 625481 625481 33962917 27399972 0 27399972 625481 625481 28025453 PART V, LINE 4: THE CENTER HAS A POLICY OF APPROPRIATING FOR DISTRIBUTION EACH YEAR 5% OF ENDOWMENT'S PRIOR FISCAL YEAR'S ENDING BALANCE. IN ESTABLISHING THIS POLICY, THE CENTER CONSIDERED THE LONG-TERM EXPECTED RETURN ON THE ENDOWMENT. CERTAIN ENDOWMENTS WERE GIVEN WITH SPECIFIC SPENDING INSTRUCTIONS BY THE DONORS WHICH ALLOW FOR AN ANNUAL DRAW TO BE DETERMINED BY THE COMMITTEES OVERSEEING THE FUNDS. THE DRAWS ON THESE ENDOWMENT FUNDS ARE DECIDED BY THE RESPECTIVE COMMITTEES AND ARE NOT INCLUDED WITHIN THE CALCULATION OF THE APPROPRIATION ON THE OTHER ENDOWMENT FUNDS. PART X, LINE 2: THE JCC AND THE FOUNDATION ARE BOTH NOT-FOR-PROFIT ORGANIZATIONS AND HAS BEEN NOTIFIED BY THE INTERNAL REVENUE SERVICE THAT THEY ARE EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND HAS NOT BEEN DETERMINED TO BE A PRIVATE FOUNDATION AS DEFINED IN SECTION 509(A). THE CENTER DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDE ANY MATERIAL, UNCERTAIN TAX POSITIONS. TAX FILINGS FOR PERIODS ENDING JUNE 30, 2021 AND LATER ARE SUBJECT TO EXAMINATION BY APPLICABLE TAXING AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN INTEREST RATE SWAP -224,023. JCCF ACTIVITIES 465,049. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIP 625,481. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIP 625,481. X 1 EVOLVE GIVING GROUP 1155 NORTH DEARBORN STREET CHICAGO IL 60610 FUNDRAISING COUNSEL - STAFF TRAINING 0 0 104757 0 104757 NY GOLF OUTING 414190 260292 153898 61066 92832 SPORTSNITE 564641 409351 155290 29262 126028 1669504 1142992 526512 526512 2648335 1812635 835700 90328 745372 835700 0 SCHEDULE G, PART I, LINE 2B, COLUMN (V) FUNDRAISING COUNSEL ENGAGED TO TRAIN STAFF ON MODERN FUNDRAISING STRATEGIES, DONOR ENGAGEMENT, AND BUILDING A STRONGER CULTURE OF PHILANTHROPY WITHIN THE ORGANIZATION. 1 MEMBERSHIP 143 168284 EARLY CHILDHOOD 28 142240 SPECIAL SERVICES 2 3500 ISRAELI CENTER 2 1747 MUSIC SCHOOL 90 304582 PERFORMING ARTS - DANCE 3 2267 PERFORMING ARTS - DRAMA 1 937 AQUATICS 4 1924 PART I, LINE 2: FOR MUSIC AND EARLYCHILDHOOD THERE IS A SCHOLARSHIP SUB-COMMITTEE THAT MEETS AND DETERMINES THE AMOUNT OF SCHOLARSHIPS GIVEN ANNUALLY BASED ON FAMILY NEEDS. OTHER ASSISTANCE IS PROVIDED BASED ON FAMILY NEEDS. X X 0 0 0 0 0 0 0 0 0 STEVEN S ROGERS CEO (THROUGH 1/25) 355016 0 55500 0 0 0 8250 0 37494 0 456260 0 0 0 SUSAN GELSEY CEO (BEGINNING 1/25) 216389 0 41500 0 0 0 5825 0 12494 0 276208 0 0 0 AMY HOLTZ CHIEF ADVANCEMENT OFFICER 159064 0 14000 0 0 0 0 0 10257 0 183321 0 0 0 BONNIE MATTALIAN CHIEF EXPERIENCE OFFICER 148534 0 25500 0 0 0 0 0 486 0 174520 0 0 0 JUDITH DAVIDSOHN CHIEF PROGRAM OFFICER 146489 0 17000 0 0 0 3644 0 223 0 167356 0 0 0 ALYSSA R SCHIFFMAN CHIEF MISSION OFFICER 141373 0 12000 0 0 0 3495 0 10257 0 167125 0 0 0 DOROTHY ROFFMAN DIRECTOR OF MUSIC 150410 0 0 0 0 0 2876 0 486 0 153772 0 0 0 A NEW JERSEY ECONOMIC DEVELOPMENT AUTHORITY 222045817 64577BRR7 2016-04-21 12000000 RENOVATION OF THE JCC IN TENAFLY 0 0 0 A 745000 12000000 240000 10000 9350000 2400000 2016 0 0 1 1 A 0 0 0 0 0 0 0 A 1 1 1 VALLEY NATNOAL BAN 10.000000000000 0 0 0 0 1 A 1 X 3 53474 FMV 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 BRANDI RUBIN IS THE DAUGHTER-IN-LAW OF DANIEL RUBIN. RICHARD KURTZ IS THE FATHER OF JEFF KURTZ. FORM 990, PART VI, SECTION A, LINE 6 CLASSES OF MEMBERS OR SHAREHOLDERS: THIS IS A MEMBERSHIP ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A HOW MEMBERS OR SHAREHOLDERS ELECT GOVERNING BODY: VOTING OF DIRECTORS IS DONE BY MEMBERS OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7B DECISIONS OF GOVERNING BODY APPROVAL BY MEMBERS OR SHAREHOLDERS: ALL DIRECTORS WHO VOTE ARE MEMBERS OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B THE TREASURER/AUDIT COMMITTEE CHAIR REVIEWS THE RETURN BEFORE IT IS SUBMITTED TO THE AUTHORITIES. IN ADDITION, FROM 990 IS DISTRIBUTED TO ALL BOARD MEMBERS FOR REVIEW - ALL QUESTIONS ARE DISCUSSED WITH THE INDEPENDENT CPA FIRM WHO PREPARED THE RETURN PRIOR TO SIGNING AND SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST MONITORING & ENFORCEMENT: THE ORGANIZATION CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY BY 1) HAVING DIRECT CONVERSATIONS WITH THE BOARD OF DIRECTORS TO ENSURE COMPLIANCE, 2) DISTRIBUTING POLICY ANNUALLY FOR SIGNATURE, 3) ENFORCING ADHERENCE AND COMPLIANCE. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION REVIEW & APPROVAL PROCESS - OFFICERS & KEY EMPLOYEES: A COMMITTEE REVIEWS COMPENSATION AND NEGOTIATES SALARY BASED ON COMPARABLE SALARIES IN THE INDUSTRY, EXPERIENCE AND PERFORMANCE FOR THE CEO AND KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN INTEREST RATE SWAP -224,023. JCC FOUNDATION INC 411 EAST CLINTON AVENUE TENAFLY NJ 07670 223585077 INVESTMENT NJ 501(C)(3) LINE 12A, I JEWISH COMMUNITY CENTER ON THE PALISADES 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0