2026-05-15T16:04:14-05:00 2025-06-30 871353108 EISNER ADVISORY GROUP LLC 4225 EXECUTIVE SQUARE SUITE 1150 LA JOLLA CA 92037 990 2024-07-01 951319015 JEWISH FEDERATION OF SAN DIEGO COUNTY JEWI 8585713444 4950 MURPHY CANYON ROAD SAN DIEGO CA 921234325 HEIDI GANTWERK PRESIDENT & CEO 8585713444 2026-05-14 1 1 MARY MCGROARTY P00735101 8585589200 2024 2025-03-06 01:10:19Z HEIDI GANTWERK 4950 MURPHY CANYON ROAD SAN DIEGO CA 921234325 20418842 0 X WWW.JEWISHINSANDIEGO.ORG X 1941 CA JEWISH FEDERATION OF SAN DIEGO COUNTY IS DEDICATED TO BUILDING A VIBRANT, CARING, CONNECTED, AND ENDURING JEWISH COMMUNITY. 33 28 44 50 0 0 25029249 16456436 448504 878118 313254 327558 -124784 -44709 25666223 17617403 8529131 5716640 0 0 3245703 4099961 0 0 1179224 2377823 3699826 14152657 13516427 11513566 4100976 32572522 39715808 2259295 3079085 30313227 36636723 JEWISH FEDERATION OF SAN DIEGO COUNTY IS DEDICATED TO BUILDING A VIBRANT, CARING, CONNECTED, AND ENDURING JEWISH COMMUNITY. 0 0 10299147 5716640 878118 JEWISH FEDERATION OF SAN DIEGO COUNTY ("FEDERATION") IS A CALIFORNIA NOT-FOR-PROFIT ORGANIZATION FORMED IN 1936. INSPIRED BY JEWISH VALUES, WE BROADEN AND DEEPEN ENGAGEMENT IN JEWISH LIFE TO STRENGTHEN JEWISH IDENTITY, FOSTER DYNAMIC CONNECTIONS WITH ISRAEL, AND CARE FOR ALL JEWS IN NEED. WE MOBILIZE OUR COMMUNITY'S RESOURCES, LEADERS, AND ORGANIZATIONS TO ADDRESS THE COMMUNITY'S MOST CRITICAL NEEDS, CREATING PROFOUND IMPACT LOCALLY, IN ISRAEL, AND AROUND THE WORLD. 10299147 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 1 1 0 0 0 0 1 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 51 0 1 44 1 0 0 0 0 0 0 0 0 0 0 0 0 X 33 28 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X DAVID FUHRIMAN 8585713444 4950 MURPHY CANYON ROAD SAN DIEGO CA 92123 VICTOR SHLIONSKY DIRECTOR-AT-LARGE 1.00 X 0 0 0 SARAH SHEKHTER DIRECTOR-AT-LARGE 1.00 X 0 0 0 TINA BRENBAUM JEWISH COMMUNITY FOUNDATION BOARD CHAI 1.00 X X 0 0 0 DAVID FUHRIMAN CFO 40.00 X X 96236 0 0 SONIA ISRAEL VICE CO-CHAIR,CAMPAIGN 1.00 X X 0 0 0 SIMONE ABELSOHN DIRECTOR-AT-LARGE 1.00 X 0 0 0 SILVANA CHRISTY DIRECTOR-AT-LARGE 1.00 X 0 0 0 SETH KROSNER DIRECTOR-AT-LARGE 1.00 X 0 0 0 SARA KABAKOFF WOMEN'S PHILANTHROPY CAMPAIGN CO-CHAIR 1.00 X X 0 0 0 KIRA FINKENBERG DIRECTOR-AT-LARGE 1.00 X 0 0 0 RONIT DORKER DIRECTOR-AT-LARGE 1.00 X 0 0 0 ROBERT RUBENSTEIN DIRECTOR-AT-LARGE 1.00 X 0 0 0 MERYL MANEKER DIRECTOR-AT-LARGE 1.00 X 0 0 0 LISA PEARL DIRECTOR-AT-LARGE 1.00 X 0 0 0 LISA KORNFELD DIRECTOR-AT-LARGE 1.00 X 0 0 0 ALLISON HAUSER ERICKSON DIRECTOR-AT-LARGE 1.00 X 0 0 0 HEATHER KEITH WOMEN'S PHILANTHROPY CAMPAIGN CO-CHAIR 1.00 X X 0 0 0 LARRY KATZ VICE CHAIR AND SECRETARY/T 1.00 X X 0 0 0 JOSH FEDER DIRECTOR-AT-LARGE 1.00 X 0 0 0 GURI STARK DIRECTOR-AT-LARGE 1.00 X 0 0 0 JEREMY PEARL PERMANENT GUEST (JCF CEO) 1.00 X 0 0 0 JEFF SCHINDLER VICE CO-CHAIR,CAMPAIGN 1.00 X X 0 0 0 JACK MAIZEL IMMEDIATE PAST BOARD CHAIR 1.00 X X 0 0 0 INGRAM LOSNER DIRECTOR-AT-LARGE 1.00 X 0 0 0 HOWARD SOMERS DIRECTOR-AT-LARGE 1.00 X 0 0 0 URI FELDMAN DIRECTOR-AT-LARGE 1.00 X 0 0 0 HEIDI GANTWERK PRESIDENT & CEO 50.00 X X 345590 0 43269 JULIE DATNOW DIRECTOR-AT-LARGE 1.00 X 0 0 0 ELLIOT SCOTT DIRECTOR-AT-LARGE 1.00 X 0 0 0 DEBBIE KORNBERG DIRECTOR-AT-LARGE 1.00 X 0 0 0 DEBBIE DEVERETT WOMEN'S PHILANTHROPY BOARD CHAIR 1.00 X X 0 0 0 DAVID BRAMZON DIRECTOR-AT-LARGE 1.00 X 0 0 0 DAVID BARK BOARD CHAIR 5.00 X X 0 0 0 DAVID ABRAHAM DIRECTOR-AT-LARGE 1.00 X 0 0 0 ILENE GAIL TATRO SENIOR DIRECTOR OF COMMUNITY PLANNING 40.00 X 115192 0 13627 MATTHEW GOLDBERG DIRECTOR OF CARING AND COMMUNITY RELATIONS 40.00 X 105226 0 22504 JOANNA CHIU CONTROLLER 40.00 X 110214 0 17017 DARREN SCHWARTZ CHIEF PLANNING & STRATEGY 40.00 X 188092 0 15090 CARLY EZELL LOBENSTEIN CHIEF OPERATING OFFICER 40.00 X 147855 0 12703 1108405 0 124210 8 0 1 0 ARMANINO ADVISORY LLC 2700 CAMINO RAMON STE 350 SAN RAMON CA 94583 ACCOUNTING SERVICES 128798 1 16456436 16456436 FEDERATION PROGRAMS 561000 878118 878118 878118 324777 324777 2716716 2713935 2781 2781 2781 42795 87504 -44709 -44709 17617403 878118 0 282849 3613744 3613744 2102896 2102896 1183563 956024 108844 118695 2259548 1379417 412173 467958 126314 85678 19114 21522 298994 202806 45244 50944 231542 151334 32539 47669 15295 15295 239140 239140 7700 7700 821197 412466 297178 111553 297813 281350 1279 15184 112038 43644 51515 16879 193096 193096 206528 10541 185264 10723 546591 456600 66296 23695 58753 37564 11473 9716 91090 91090 54440 15743 38676 21 EVENTS 611565 370450 21962 219153 DUES AND SUBSCRIPTIONS 92082 65603 23579 2900 SOFTWARE & LICENSES 79610 7420 65208 6982 BANK/MERCHANT CHARGES 63614 62 20642 42910 209274 105805 90749 12720 13516427 10299147 2038056 1179224 252194 905640 6497829 8888181 8253892 8662821 409901 948357 0 8950 267523 140030 2758030 884153 145965 1873877 16745218 18287952 32572522 39715808 1254787 2345566 1004508 733519 2259295 3079085 X 5411632 7338357 24901595 29298366 30313227 36636723 32572522 39715808 4100976 2222520 0 X 0 1 X 1 0 X 5558368 5032042 6195487 25029249 16440130 58255276 5558368 5032042 6195487 25029249 16440130 58255276 7616689 50638587 69330 50327 101505 313254 327558 861974 59117250 0.85660 0.79020 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1942039 216503 0 3877 2154665 2056165 186387 297000 3513 1942039 1903966 157122 4923 2056165 2431977 -235368 290000 2643 1903966 2064996 595448 226000 2467 2431977 1 0 359618 359618 0 1075456 524535 550921 1322956 1322956 1873877 INVESTMENTS HELD AT JEWISH COMM FDN 2485705 BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS 15802247 18287952 X 19919727 2222520 87504 2310024 17609703 7700 7700 17617403 13596231 87504 87504 13508727 7700 7700 13516427 PART V, LINE 4: FEDERATION HAS A POLICY OF APPROPRIATING FOR DISTRIBUTION EACH YEAR AN AMOUNT UP TO 7% OF THE FAIR VALUE OF THE TWELVE-QUARTER ROLLING AVERAGE OF THE ASSETS ASSOCIATED WITH THE ENDOWMENT AS OF THE QUARTER PRIOR TO THE YEAR END. IN ESTABLISHING THIS POLICY, FEDERATION CONSIDERED THE LONG-TERM EXPECTED RETURN ON ITS ENDOWMENT. OVER THE LONG-TERM, FEDERATION EXPECTS THE CURRENT SPENDING POLICY TO ALLOW THE ENDOWMENT TO MEET THE NEEDS OF THE FEDERATION. THIS IS CONSISTENT WITH FEDERATION'S OBJECTIVES TO BALANCE PURCHASING POWER OF THE ENDOWMENT ASSETS HELD IN PERPETUITY, PROVIDE ADDITIONAL GROWTH THROUGH NEW GIFTS AND INVESTMENTS RETURNS, AS WELL AS PROVIDE A FUNDING SOURCE FOR INVESTMENT IN FEDERATION PROGRAMS AND SERVICES. THE INTENDED USES OF ALL THE ORGANIZATION'S ENDOWMENT FUNDS ARE FOR FUTURE PROGRAMS AND OPERATING EXPENSES. THE BOARD CAN ELECT TO END ITS RESTRICTION ON THESE ASSETS AND REMOVE THE ASSETS FROM THE QUASI-ENDOWMENT AT ANY TIME IT CHOOSES. THE BOARD PERFORMS AN ANNUAL ANALYSIS OF ITS DESIGNATED ASSETS IN COMPARISON TO THE ASSETS AVAILABLE FOR DESIGNATION TO DETERMINE IF RESTRICTIONS SHOULD BE AMENDED. IN 2025 AND 2024, THE BOARD RELEASED $0 AND $297,000, RESPECTIVELY, FROM THE BOARD-RESTRICTED QUASI-ENDOWMENT OF WHICH $117,000 WAS RELEASED TO SUPPORT OPERATIONS, AND $180,000 WAS REMOVED FROM RESTRICTION BY VOTE OF BOARD OF DIRECTORS TO SUPPORT THE ISRAEL EMERGENCY FUND. PART X, LINE 2: FEDERATION IS A PUBLIC CHARITY AND 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 EXCEPT FOR TAXES ON NET UNRELATED BUSINESS INCOME. SINCE FEDERATION HAS NO OBLIGATION FOR UNRELATED BUSINESS INCOME TAX FOR THE YEARS ENDED JUNE 30, 2025 AND 2024, NO PROVISIONS FOR FEDERAL OR STATE INCOME TAXES HAVE BEEN MADE. IN ACCORDANCE WITH FASB ASC 740, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, FEDERATION EVALUATES ANNUALLY ANY UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN BY APPLYING A THRESHOLD OF MORE-LIKELY-THAN-NOT FOR RECOGNITION. MANAGEMENT EVALUATED ITS TAX POSITIONS AND DETERMINED THAT IT HAS NO UNCERTAIN TAX POSITIONS AT JUNE 30, 2025 AND 2024. THERE HAVE BEEN NO RELATED TAX PENALTIES OR INTEREST, WHICH WOULD BE CLASSIFIED AS TAX EXPENSE IN THE STATEMENTS OF ACTIVITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES PART IX, LINE 2: FEDERATION HAS A BENEFICIAL INTEREST IN CERTAIN ENDOWMENT FUNDS HELD BY JCF, IN WHICH FEDERATION HAS RECORDED THIS ASSET IN THE FINANCIAL STATEMENTS AS FEDERATION MAINTAINS VARIANCE POWER OVER THESE FUNDS. JCF'S SPENDING POLICY IS TO DISBURSE 5% ANNUALLY, BASED UPON ENDOWMENT PRINCIPAL MARKET VALUE. IF THE MARKET VALUE OF THE ENDOWMENT PRINCIPAL OF ANY FUND, AT THE END OF EACH MONTH, IS LESS THAN THE INITIAL VALUE OF ALL CONTRIBUTIONS MADE TO THE ENDOWMENT PRINCIPAL, THEN DISTRIBUTIONS WILL BE LIMITED TO INTEREST AND DIVIDENDS RECEIVED. THE DISTRIBUTIONS ARE USED TO FURTHER FEDERATION'S MISSION. FEDERATION RECEIVED DISTRIBUTIONS OF $701,398 AND $786,396, FROM THESE FUNDS FOR THE YEARS ENDED JUNE 30, 2025 AND 2024, RESPECTIVELY. THE FAIR VALUE OF THE BENEFICIAL INTEREST IN THESE FUNDS AT THE JCF TOTALED $15,802,247 AND $14,470,923 AT JUNE 30, 2025 AND 2024, RESPECTIVELY. 1 0 0 0 0 0 0 0 0 0 MIDDLE EAST AND NORTH AFRICA GENERAL SUPPORT 40000 WIRE TRANSFER 0 MIDDLE EAST AND NORTH AFRICA SERVING THE NEEDY 45600 WIRE TRANSFER 0 MIDDLE EAST AND NORTH AFRICA GENERAL SUPPORT 34370 WIRE TRANSFER 0 MIDDLE EAST AND NORTH AFRICA GENERAL SUPPORT 681280 WIRE TRANSFER 0 MIDDLE EAST AND NORTH AFRICA GENERAL SUPPORT 20000 WIRE TRANSFER 0 MIDDLE EAST AND NORTH AFRICA GENERAL SUPPORT 725446 WIRE TRANSFER 0 MIDDLE EAST AND NORTH AFRICA GENERAL SUPPORT 300000 WIRE TRANSFER 0 MIDDLE EAST AND NORTH AFRICA GENERAL SUPPORT 256200 WIRE TRANSFER 0 0 8 0 0 0 0 0 0 PART I, LINE 2: THE ORGANIZATION HAS PROCEDURES IN PLACE TO MONITOR THE USE OF GRANT FUNDS OUTSIDE THE UNITED STATES. IN ADDITION TO RECORDS BEING MAINTAINED, MANY GRANTS REQUIRE DOCUMENTATION BEFORE DISBURSEMENT. THE ORGANIZATION ALSO CONDUCTS ANNUAL REVIEWS OF ACCOMPLISHMENTS AND FINANCIAL PERFORMANCE. JEWISH HERITAGE DAY AT THE PADRES 21375 21375 33340 LION OF JUDAH LUNCHEON 21420 21420 33799 14121 6244 42795 42795 67139 14121 6244 87504 -44709 1 AJC SAN DIEGO 4950 MURPHY CANYON RD SAN DIEGO CA 92123 135563393 501(C)(3) 53500 0 ANTISEMITISM BETH JACOB CONGREGATION & CENTER 4855 COLLEGE AVENUE SAN DIEGO CA 92115 951683865 501(C)(3) 10000 0 YOUTH SERVICES/SECURITY BIRTHRIGHT ISRAEL FOUNDATION 711 THIRD AVENUE NEW YORK NY 10087 134092050 501(C)(3) 50000 0 EDUCATION/YOUTH SERVICES CAMP MOUNTAIN CHAI 4950 MURPHY CANYON ROAD2ND FLOOR SAN DIEGO CA 92123 912150831 501(C)(3) 44360 0 SCHOLARSHIPS CAMP NEWMAN 4088 PORTER CREED RD SANTA ROSA CA 95404 131663143 501(C)(3) 5600 0 SCHOLARSHIPS CAMP RAMAH 300 SDAHLIA STSTE 205 DENVER CO 80246 951843131 501(C)(3) 14600 0 SCHOLARSHIPS CHABAD - JEWISH STUDENT LIFE 6524 ROXY LANE SAN DIEGO CA 92115 330147470 501(C)(3) 10000 0 SECURITY CHABAD CARMEL VALLEY 4881 ALMONDWOOD WAY SAN DIEGO CA 92130 272153940 501(C)(3) 10000 0 SECURITY CHABAD HEBREW ACADEMY 10785 POMERADO ROAD SAN DIEGO CA 92131 205596977 501(C)(3) 10836 0 SECURITY/LEADERSHIP CHABAD LA COSTA 1980 LA COSTA AVE CARLSBAD CA 92009 364617761 501(C)(3) 10000 0 SECURITY CHABAD OF PACIFIC BEACH 4240 GRESHAM ST SAN DIEGO CA 92109 270171537 501(C)(3) 5400 0 SECURITY CHABAD OF RANCHO BERNARDO 17075 BERNARDO OAKS DR SAN DIEGO CA 92128 124844990 501(C)(3) 13600 0 SECURITY CHABAD OF SAN DIEGO 10785 POMERADO ROAD SAN DIEGO CA 92131 330147470 501(C)(3) 16000 0 SECURITY CHAI PRESCHOOL AND INFANT CENTER 16934 CHABAD WAY POWAY CA 92064 833040725 501(C)(3) 5556 0 SECURITY COASTAL ROOTS FARM 441 SAXONY R ENCINITAS CA 92024 471570910 501(C)(3) 7000 0 YOUTH SERVICES CONGREGATION BETH AM 5050 DEL MAR HEIGHTS RD SAN DIEGO CA 92130 953754483 501(C)(3) 18055 0 YOUTH SERVICES/SECURITY/LEADERSHIP CONGREGATION BETH EL 8660 GILMAN DR LA JOLLA CA 92037 952574602 501(C)(3) 15555 0 YOUTH SERVICES/SECURITY/LEADERSHIP CONGREGATION BETH ISRAEL 9001 TOWNE CENTRE DRIVE SAN DIEGO CA 92122 951660341 501(C)(3) 39155 0 YOUTH SERVICES/SECURITY CONGREGATION DOR HADASH 4126 EXECUTIVE DRIVE LA JOLLA CA 92037 256074323 501(C)(3) 7250 0 EDUCATION FJC 225 WEST 39TH STREET12TH FL NEW YORK NY 10018 133848582 501(C)(3) 11732 0 EDUCATION GARDEN PRESCHOOLCHABAD JEWISH CENTER OF OCEANSIDE 623 ALTAMIRA CT VISTA CA 92081 205190389 501(C)(3) 5555 0 SECURITY HEBREW FREE LOAN 9404 GENESEE AVE STE 200 LA JOLLA CA 92037 852055131 501(C)(3) 24287 0 SERVING THE NEEDY HILLEL OF SAN DIEGO 8976 CLIFFRIDGE DR LA JOLLA CA 920372103 330519225 501(C)(3) 120000 0 SECURITY/SERVICES HOUSE OF ISRAEL 2156 PAN AMERICAN PLAZA SAN DIEGO CA 92101 263608175 501(C)(3) 7500 0 LEADERSHIP IMPACT CUBED 441 SAXONY RD ENCINITAS CA 92024 832215503 501(C)(3) 20000 0 SERVICES IMPACT ISRAEL 200 HIGHLAND AVENUESUITE 301 NEEDHAM MA 02494 223090463 501(C)(3) 7500 0 SERVING THE NEEDY JEWISH AGENCY FOR ISRAEL 633 THIRD AVENUE NEW YORK NY 100178157 230053483 501(C)(3) 324602 0 YOUTH SERVICES JEWISH COMMUNITY FOUNDATION 4950 MURPHY CANYON ROAD SAN DIEGO CA 92123 952504044 501(C)(3) 8780 0 SERVING THE NEEDY JEWISH FAMILY SEVICE 8804 BALBOA AVE SAN DIEGO CA 92123 951644024 501(C)(3) 43958 0 SERVICES JEWISH FEDERATIONS OF NORTH AMERICA 25 BROADWAYSTE 1700 NEW YORK NY 100041010 131624240 501(C)(3) 690875 0 SERVING THE NEEDY JOINT DISTRIBUTION COMMITTEE 220 E 42ND STREETSUITE 400 NEW YORK NY 10017 131656634 501(C)(3) 100000 0 SERVING THE NEEDY KAVOD - JEWISH FOUNDATION OF GREATER MEMPHIS 1779 KIRBY PARKWAYSTE I-362 MEMPHIS TN 38138 475495289 501(C)(3) 100000 0 SERVING THE NEEDY KEN JEWISH COMMUNITY CENTER 11860 CARMEL CREEK RD STE G SAN DIEGO CA 92130 330070645 501(C)(3) 94940 0 YOUTH SERVICES KINDNESS INITIATIVE 9404 GENESEE AVENUE SUITE 200 LA JOLLA CA 92037 871083852 501(C)(3) 18640 0 SERVING THE NEEDY LAWRENCE FAMILY JCC 4126 EXECUTIVE DRIVE LA JOLLA CA 92037 951985444 501(C)(3) 211750 0 EDUCATION/YOUTH SERVICES OHR SHALOM SYNAGOGUE 2512 THIRD AVENUE SAN DIEGO CA 92103 330362668 501(C)(3) 10000 0 YOUTH SERVICES/SECURITY/LEADERSHIP SAN DIEGO COMMUNITY KOLLEL 6353 EL CAJON BOULEVARD STE 124 159 SAN DIEGO CA 92115 884357343 501(C)(3) 40000 0 YOUTH SERVICES SAN DIEGO JEWISH ACADEMY 11860 CARMEL CREEK ROAD SAN DIEGO CA 92130 953287745 501(C)(3) 55306 0 SCHOLARSHIPS/SECURITY/LEADERSHIP SECURE COMMUNITY NETWORK PO BOX 10303 NEW YORK NY 60610 201437733 501(C)(3) 250214 0 SECURITY SHALOM INSTITUTE CAMP AND CONFERENCE CENTER (CAMP JCA) 34342 MULHOLLAND HWY MALIBU CA 902652359 841652923 501(C)(3) 9500 0 YOUTH SERVICES SOILLE SAN DIEGO HEBREW DAY 3630 AFTON ROAD SAN DIEGO CA 92123 952305570 501(C)(3) 35681 0 SCHOLARSHIPS/SECURITY TEMPLE ADAT SHALOM 15905 POMERADO RD POWAY CA 92064 952952544 501(C)(3) 9700 0 YOUTH SERVICES/LEADERSHIP TEMPLE EMANU-EL 6299 CAPRI DRIVE SAN DIEGO CA 92120 237387420 501(C)(3) 19556 0 YOUTH SERVICES/SECURITY/LEADERSHIP TEMPLE SOLEL 3575 MANCHESTER AVE CARDIFF CA 92007 953319995 501(C)(3) 22056 0 YOUTH SERVICES/SECURITY/LEADERSHIP THE BUTTERFLY PROJECT 4950 MURPHY CANYON ROAD2ND FLOOR SAN DIEGO CA 92123 364811373 501(C)(3) 7500 0 EDUCATION/YOUTH SERVICES THE IDI FOUNDATION INC 1266 WEST PACES FERRY ROAD ATLANTA GA 30327 133348313 501(C)(3) 10000 0 SECURITY THE JEWISH FEDERATION COUNCIL OF GREATER LOS ANGELES 6505 WILSHIRE BLVD LOS ANGELS CA 90048 951643388 501(C)(3) 81438 0 NATURAL DISASTER RELIEF TIFERETH ISRAEL SYNAGOGUE 6660 COWLES MOUNTAIN BLVD SAN DIEGO CA 92119 956006197 501(C)(3) 10756 0 EDUCATION TORAH HIGH SCHOOLS OF SD 9001 TOWNE CENTRE DR SAN DIEGO CA 92122 330830308 501(C)(3) 11000 0 SCHOLARSHIPS YOUNG ISRAEL OF SAN DIEGO 7289 NAVAJO ROAD SAN DIEGO CA 92119 330029526 501(C)(3) 12500 0 SECURITY YOUTH ACTION MOVEMENT (YAM) 7015 CHAPALA CANYON C SAN DIEGO CA 92129 863115375 501(C)(3) 22500 0 EDUCATION 51 PART I, LINE 2: THE ORGANIZATION HAS PROCEDURES IN PLACE TO MONITOR THE USE OF GRANT FUNDS IN THE UNITED STATES. IN ADDITION TO RECORDS BEING MAINTAINED, MANY GRANTS REQUIRE DOCUMENTATION BEFORE DISBURSEMENT. THE ORGANIZATION ALSO CONDUCTS ANNUAL REVIEWS OF ACCOMPLISHMENTS AND FINANCIAL PERFORMANCE. X X X X 1 0 0 0 0 0 0 0 0 HEIDI GANTWERK PRESIDENT & CEO 287954 0 57636 0 0 0 17642 0 25627 0 388859 0 0 0 DARREN SCHWARTZ CHIEF PLANNING & STRATEGY 181810 0 6282 0 0 0 10094 0 4996 0 203182 0 0 0 CARLY EZELL LOBENSTEIN CHIEF OPERATING OFFICER 147855 0 0 0 0 0 4860 0 7843 0 160558 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY MANAGEMENT FOR ACCURACY AND COMPLETENESS. A FULL FILING COPY IS ALSO PROVIDED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY BY REQUIRING PARTIES TO FURNISH A DISCLOSURE STATEMENT UPON BECOMING A COVERED PARTY AND AT RE-ELECTION OF TERMS, AS APPLICABLE. ALL COVERED PARTIES ARE REQUIRED TO FURNISH AN UPDATED DISCLOSURE STATEMENT PRIOR TO ENGAGING IN ANY POTENTIAL CONFLICT OF INTEREST SITUATION. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE ORGANIZATION'S CEO IS SET BY THE PERSONNEL/EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS AND IS THEN APPROVED BY THE BOARD. TO AID IN DETERMINING THE COMPENSATION OF THE CEO, A LOCAL AND NATIONAL ANNUAL SALARY SURVEY CONDUCTED BY THE JEWISH FEDERATIONS OF NORTH AMERICA IS USED. THE SURVEY PROVIDES LOCAL AND NATIONAL SALARY DATA AND IS USED TO ENSURE COMPARABILITY FOR SIMILAR POSITIONS THROUGHOUT THE NATION. COMPENSATION DECISIONS ARE DOCUMENTED IN THE MINUTES OF THE PERSONNEL COMMITTEE MEETINGS IN WHICH THE DECISIONS ARE MADE. THE CEO DETERMINES THE COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES WHICH IS APPROVED BY THE FINANCE COMMITTEE AS PART OF THE ANNUAL BUDGET SETTING PROCESS. TO AID IN DETERMINING THE AMOUNT OF COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES, AN ANNUAL SALARY SURVEY CONDUCTED BY THE JEWISH FEDERATIONS OF NORTH AMERICA IS USED. THE SURVEY PROVIDES LOCAL AND NATIONAL SALARY DATA AND IS USED TO ENSURE COMPARABILITY FOR SIMILAR POSITIONS THROUGHOUT THE NATION. COMPENSATION DECISIONS ARE DOCUMENTED IN THE MINUTES OF THE FINANCE COMMITTEE MEETINGS, IN WHICH THE DECISIONS ARE MADE. ALL MANAGEMENT POSITIONS WERE REVIEWED BY THE FINANCE COMMITTEE AS PART OF THE BUDGET PROCESS FOR THE FISCAL YEAR END. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS, 990, AND TAX EXEMPTION LETTER ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE. UJF HOLDINGS CORP 4950 MURPHY CANYON ROAD SAN DIEGO CA 92123 330972999 SUPPORT CA 501(C)(3) LINE 12A, I N/A 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 1 0 0 UJF HOLDINGS CORP E 593915 COST UJF HOLDINGS CORP K 185264 COST UJF HOLDINGS CORP Q 163561 COST