2019-11-13T12:30:05-06:00 2018-12-31 946214841 ARMANINO LLP 11766 WILSHIRE BLVD 9TH FLOOR LOS ANGELES CA 90025 990 2018-01-01 951691012 JVS SOCAL JVSS 3237618888 6505 WILSHIRE BLVD SUITE 200 LOS ANGELES CA 90048 DIONNE DAY CFO 3237618888 2019-11-12 1 KATY BROWN P00650274 3104784148 2019-11-12 172.91.213.147 2019-11-12 13:15:45 PS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 FBC57DB7B1B220019E020D596ED21C7EA3AE0347 2018 2020-03-31 21:24:44Z ALAN LEVEY 6505 WILSHIRE BLVD SUITE 200 LOS ANGELES CA 90048 26434587 0 X WWW.JVSLA.ORG X 1931 CA JVS SOCAL OFFERS HOPE AND OPPORTUNITY TO OUR DIVERSE COMMUNITY THROUGH JOB TRAINING, MENTORING AND EDUCATION, COMBINED WITH EXPERT CAREER GUIDANCE, EMPLOYER PARTNERSHIPS AND COMPREHENSIVE RESOURCES, TRANSFORMING LIVES AND EMPOWERING INDIVIDUALS TO ACHIEVE DIGNITY AND INDEPENDENCE. 27 26 943 210 0 51760 21618329 23179963 98636 379352 242286 65155 -137817 -90818 21821434 23533652 691980 744650 0 0 14537422 15826868 0 0 1249597 4981383 6004688 20210785 22576206 1610649 957446 15704478 16517520 2479921 2820677 13224557 13696843 X JVS SOCAL IS A CALIFORNIA NONSECTARIAN NONPROFIT SERVING NEARLY 30,000 CLIENTS PER YEAR OFFERING HOPE AND OPPORTUNITY TO A DIVERSE COMMUNITY THROUGH JOB TRAINING, MENTORING AND EDUCATION, COMBINED WITH EXPERT CAREER GUIDANCE AND EMPLOYER PARTNERSHIPS, TRANSFORMING LIVES AND EMPOWERING INDIVIDUALS TO ACHIEVE DIGNITY AND INDEPENDENCE. 0 0 7743780 WELFARE TO WORK PROGRAMSWELFARE TO WORK PROGRAMS PROVIDE ASSISTANCE TO THOUSANDS OF CLIENTS TRANSITIONING FROM WELFARE TO WORK THROUGH THE LOS ANGELES COUNTY GAIN AND GROW PROGRAMS. THE PROGRAMS OFFER FULL-SERVICE CASE MANAGEMENT UNDER THE SUPERVISION OF THE COUNTY. OFFICES ARE LOCATED IN CHATSWORTH, PALMDALE, SANTA CLARITA, SUN VALLEY, GLENDALE, AND LANCASTER. 7148974 WORKFORCE DEVELOPMENT PROGRAMSWORKFORCE DEVELOPMENT PROGRAMS OPERATES FEDERALLY-FUNDED WORKSOURCE CENTERS, WHICH ARE PART OF THE AMERICA'S JOB CENTERS NETWORK, SERVING BOTH JOB SEEKERS AND LOCAL EMPLOYERS, OFFERING JOB FAIRS, CANDIDATE RECRUITMENT AND SCREENING. PROGRAMS FOR JOB SEEKERS INCLUDE: JOB READINESS WORKSHOPS AND COUNSELING IN THE AREAS OF COMPREHENSIVE JOB SEARCH AND EMPLOYMENT SERVICES TO ASSIST INDIVIDUALS WITH APPROPRIATE JOB TRAINING FOR CAREER PATHS AND EMPLOYMENT. JVS WORKSOURCE CENTERS PROVIDE SERVICES FOR ALL JOB SEEKERS, INCLUDING ADULTS AND YOUTH WITH SPECIAL NEEDS (AT-RISK, FOSTER, AND PROBATION YOUTH). JVS ALSO OPERATES A PROGRAM FOR RECENTLY RETURNED VETERANS TO ASSIST THEM TO TRANSITION TO THE CIVILIAN WORKFORCE. JVS CONTRACTS WITH THE CITY OF WEST HOLLYWOOD, CITY OF SANTA MONICA, COUNTY OF LOS ANGELES, CITY OF LOS ANGELES, ANTELOPE VALLEY, THE STATE OF CALIFORNIA EDD AND CITY OF HAWTHORNE AND COLLABORATES WITH THE STATE DEPARTMENT OF REHABILITATION AND THE EMPLOYMENT DEVELOPMENT DEPARTMENT OFFICES TO PROVIDE WORKFORCE DEVELOPMENT SERVICES. 1568402 TRAINING SERVICES PROGRAMTRAINING SERVICES INCLUDE EMPLOYMENT SKILLS PROGRAMS THAT FOSTER GROWTH AND JOB READINESS IN INDIVIDUALS WHO ARE SEEKING NEW SKILLS OR NEW CAREER OPPORTUNITIES. PROGRAMS PREPARE CLIENTS WITH CUSTOMIZED JOB TRAINING, JOB PLACEMENT ASSISTANCE AND ONGOING COACHING FOR CAREERS IN THE HEALTH CARE AND FINANCIAL SERVICES SECTORS. JVS ALSO OPERATE A CAREER MENTORING PROGRAM DESIGNED SPECIFICALLY FOR WOMEN FACING A CAREER TRANSITION OR WORKING TO ADVANCE THEIR CAREER. 1700712 744650 379352 CAREER SERVICES PROGRAMCAREER SERVICES OFFERS ASSISTANCE TO CLIENTS IN DEVELOPING THEIR JOB SEARCH SKILLS, CAREER COUNSELING, COACHING, OUTPLACEMENT SERVICES TO INDIVIDUALS AND CORPORATION AND CAREER-RELATED INFORMATION AND EDUCATIONAL SERVICES TO SPECIFIC SEGMENTS OF THE LOS ANGELES COMMUNITY.DISABILITY AND ASSESSMENT PROGRAMTHE DISABILITY AND ASSESSMENT PROGRAMS SERVE CLIENTS WITH BARRIERS TO EMPLOYMENT, INCLUDING PHYSICAL, EMOTIONAL AND DEVELOPMENTAL DISABILITIES. JVS OFFERS STATE OF THE ART ASSISTIVE TECHNOLOGY FOR JOB SEEKERS WITH VISION OR HEARING IMPAIRMENT WITH THE MOST COMPREHENSIVE RESOURCES IN THE SOUTHERN CALIFORNIA AREA. THESE PROGRAMS, WHICH OPERATE OUT OF SEVERAL SITES, ASSIST WITH ASSESSMENT AND IDENTIFICATION OF EMPLOYMENT AND EDUCATION OPPORTUNITIES. THE JVS ASSESSMENT CENTER PROVIDES VOCATIONAL EVALUATION AND ASSESSMENT SERVICES FOR THE CALIFORNIA DEPARTMENT OF REHABILITATION, FOR LOS ANGELES COUNTY CONSUMERS IN THE GAIN (GREATER AVENUES FOR INDEPENDENCE) AND GROW (GENERAL RELIEF OPPORTUNITIES FOR WORK) PROGRAMS, AND FOR THE DEPARTMENT OF VETERANS AFFAIRS.IMMIGRANT AND REFUGEE PROGRAMIMMIGRANT AND REFUGEE PROGRAMS SERVE REFUGEES ON WELFARE BY OFFERING ENGLISH AS A SECOND LANGUAGE CLASSES, JOB SEARCH SKILLS, JOB PLACEMENT AND WORKSHOP TRAINING IN LOS ANGELES, GLENDALE AND SAN FERNANDO VALLEY. THE GOAL IS TO FOSTER ACCULTURATION AND MOVE CLIENTS QUICKLY INTO EDUCATION, TRAINING AND EMPLOYMENT.JVS SCHOLARSHIP FUND PROGRAMTHE JVS SCHOLARSHIP FUND GRANTS SCHOLARSHIPS TO LOW-INCOME JEWISH STUDENTS WHO REQUIRE FINANCIAL ASSISTANCE TO PURSUE POST-SECONDARY EDUCATION. SCHOLARSHIP AWARDS ARE FUNDED BY CONTRIBUTIONS RECEIVED BY JVS, AS WELL AS INCOME EARNED ON ENDOWMENTS HELD BY BOTH JVS AND THE JEWISH COMMUNITY FOUNDATION (THE "JCF"). THESE FINANCIAL STATEMENTS EXCLUDE FUNDS HELD BY THE JVS FOR WHICH JVS HAS NO RIGHTS TO THE PRINCIPAL. 1700712 744650 379352 18161868 1 1 0 1 0 0 0 0 0 1 1 1 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 45 0 1 943 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 27 26 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X DIONNE DAY 3237618888 6505 WILSHIRE BLVD SUITE 200 LOS ANGELES CA 90048 HARRIS SMITH BOARD CHAIR 5.00 X X 0 0 0 JOEL BERMAN VICE CHAIR 5.00 X X 0 0 0 JONATHAN KARP SECRETARY 5.00 X X 0 0 0 MICAH DEKOFSKY TREASURER 5.00 X X 0 0 0 ALAN LEVEY CEO 40.00 X X 380364 0 41053 RONNY BENSIMON DIRECTOR 1.00 X 0 0 0 SHARON DARNOV DIRECTOR 1.00 X 0 0 0 BONNIE FEIN DIRECTOR (START 1/18) 1.00 X 0 0 0 LELAND FELSENTHAL DIRECTOR 1.00 X 0 0 0 EILEEN COSKEY FRACCHIA DIRECTOR 1.00 X 0 0 0 JOHN GOLDSMITH DIRECTOR 1.00 X 0 0 0 JIM HAUSBERG DIRECTOR 1.00 X 0 0 0 CHARLIE HILL DIRECTOR 1.00 X 0 0 0 CHRISTOPHER KELLY DIRECTOR 1.00 X 0 0 0 JASON KRAVITZ DIRECTOR 1.00 X 0 0 0 HEIDI LEVYN DIRECTOR 1.00 X 0 0 0 VIVIAN SOREN-MYERS DIRECTOR 1.00 X 0 0 0 JEFFREY PAUL DIRECTOR 1.00 X 0 0 0 MATTHEW PAUL DIRECTOR (START 1/18) 1.00 X 0 0 0 LARRY POWELL DIRECTOR 1.00 X 0 0 0 RICK POWELL DIRECTOR 1.00 X 0 0 0 CHIP W ROBERTSON DIRECTOR 1.00 X 0 0 0 THOMAS SCHIFF DIRECTOR 1.00 X 0 0 0 STEVEN SEIGEL DIRECTOR 1.00 X 0 0 0 SABRINA SHADI DIRECTOR 1.00 X 0 0 0 DAVID WIMMER DIRECTOR 1.00 X 0 0 0 MATTHEW WINNICK DIRECTOR 1.00 X 0 0 0 TED FELDMAN CAO 40.00 X 247148 0 30138 NEAL MENDELSOHN CSO 40.00 X 197196 0 18543 CLAUDIA FINKEL COO 40.00 X 182060 0 88228 DIONNE DAY CONTROLLER 40.00 X 147783 0 29769 RANDY LAPIN SENIOR VP OF PHILANTHROPY 40.00 X 173983 0 38898 DAVID WALKLEY SENIOR VP OF HUMAN RESOURCES 40.00 X 148942 0 23083 KATHERINE MOORE SENIOR VP OF MARKETING & COMM. 40.00 X 158073 0 85272 JOSEPHINE SANTIAGO PROGRAM DIRECTOR 40.00 X 128025 0 33773 SUZANNE WATSON DIRECTOR OF PROJECT MANAGEMENT 40.00 X 106081 0 31659 MARK EDWARDS VP OF GOVERNMENT RELATIONS 40.00 X 102613 0 19963 1972268 0 440379 11 0 1 0 ARMANINO LLP 12657 ALCOSTA BLVD 500 SAN RAMON CA 94583 ACCOUNTING SERVICES 104497 0 675399 18727672 3776892 65618 23179963 PROGRAM SERVICES 561300 379352 379352 379352 160126 160126 2643641 2738612 -94971 -94971 -94971 71505 675399 162323 -90818 -90818 23533652 379352 0 -25663 744650 744650 1575163 175687 970856 428620 11088152 9333472 1292317 462363 511227 444571 38557 28099 1760538 1487321 209573 63644 891788 704410 134551 52827 12198 12198 80347 80347 520408 468151 14055 38202 41610 27425 8976 5209 267270 172846 81533 12891 1561176 1321026 150188 89962 224392 114820 98056 11516 70245 46646 20542 3057 PROGRAM MATERIALS & FEE 3083107 2998528 35369 49210 EQUIP. RENTAL & MAINT. 143935 122315 17623 3997 22576206 18161868 3164741 1249597 1670 1670 3533675 2740503 3530732 4223453 36978 325575 195981 207469 1308719 1111594 117196 197125 6057571 5835574 2203603 2959829 27072 26322 15704478 16517520 2429255 2756561 50666 64116 2479921 2820677 X 6065201 6316916 2579912 1619656 4579444 5760271 13224557 13696843 15704478 16517520 957446 -485160 0 X X 0 1 X 1 1 1 X 17113713 16458484 18330182 21618329 23179963 96700671 172260 172260 172260 516780 17113713 16458484 18502442 21790589 23352223 97217451 97217451 189415 210846 167594 172888 160126 900869 88740 77781 87415 84870 71505 410311 98528631 839082 0.98670 0.98510 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3873 3873 22572333 22576206 1000000 250000 0 0 1000000 1000000 2000000 3000000 3873 3873 250000 250000 500000 750000 3873 3873 6007375 172791 -195672 224223 5760271 5526434 112027 591188 222274 6007375 5492267 62286 186671 214790 5526434 5621080 50000 79418 258231 5492267 5242309 399560 173662 194451 5621080 0.82500 0.17500 1 0 146612 146612 0 1162107 964982 197125 197125 ISRAEL BONDS 50000 F FIXED INCOME SECURITIES 2909829 F 2959829 23220752 -485160 172260 -312900 23533652 0 23533652 22748466 172260 172260 22576206 0 22576206 PART V, LINE 4: A PORTION OF THE ENDOWMENT FUNDS IS INTENDED TO SUPPORT THE ORGANIZATION'S SCHOLARSHIP PROGRAM. THE REMAINDER IS INTENDED TO SUPPORT THE ORGANIZATION'S OVERALL ACTIVITIES. STRICTLY BUSINESS 399031 367006 32025 17436 33888 16523 WOMEN TO WOMEN 347873 308393 39480 8650 44404 41422 746904 675399 71505 26086 78292 57945 162323 -90818 1 SCHOLARSHIPS 243 744650 PART I, LINE 2: THE JVS SCHOLARSHIP FUND PROVIDES FINANCIAL AID TO JEWISH STUDENTS WHO ARE LEGAL AND PERMANENT RESIDENTS OF LOS ANGELES COUNTY. APPLICANTS ARE REQUIRED TO BE ENROLLED IN A POST SECONDARY, FULL-TIME COURSE OF STUDY AT AN ACCREDITED ACADEMIC OR TECHNICAL EDUCATIONAL INSTITUTION. APPLICANTS ARE EXPECTED TO ALSO ACCESS OTHER FINANCIAL AID RESOURCES. A MINIMUM 2.7 GPA IS REQUIRED. THE PRIMARY CRITERIA FOR ELIGIBILITY IS DEMONSTRATED FINANCIAL NEED. THE SCHOLARSHIP COMMITTEE ALSO CONSIDERS OTHER FACTORS SUCH AS EMPLOYMENT EFFORTS, COMMUNITY ACTIVITIES, FAMILY STATUS AND SPECIAL FINANCIAL CIRCUMSTANCES. THE JVS SCHOLARSHIP ADMINISTRATOR AND COMMITTEE MEMBERS INTERVIEW ALL ELIGIBLE APPLICANTS AND REVIEW GATHERED INFORMATION TO MAKE A COLLECTIVE AND EQUITABLE DECISION ON AWARDS. X X 0 1 0 0 0 0 0 1 0 ALAN LEVEY CEO 319364 0 55000 0 6000 0 13750 0 27303 0 421417 0 0 0 TED FELDMAN CAO 216148 0 25000 0 6000 0 9296 0 20842 0 277286 0 0 0 NEAL MENDELSOHN CSO 186696 0 10000 0 500 0 0 0 18543 0 215739 0 0 0 CLAUDIA FINKEL COO 161060 0 15000 0 6000 0 70520 0 17708 0 270288 0 0 0 DIONNE DAY CONTROLLER 127783 0 20000 0 0 0 7389 0 22380 0 177552 0 0 0 RANDY LAPIN SENIOR VP OF PHILANTHROPY 153583 0 20000 0 400 0 8679 0 30219 0 212881 0 0 0 DAVID WALKLEY SENIOR VP OF HUMAN RESOURCES 129342 0 15000 0 4600 0 7217 0 15866 0 172025 0 0 0 KATHERINE MOORE SENIOR VP OF MARKETING & COMM. 143073 0 15000 0 0 0 62179 0 23093 0 243345 0 0 0 JOSEPHINE SANTIAGO PROGRAM DIRECTOR 108125 0 14000 0 5900 0 6106 0 27667 0 161798 0 0 0 PART I, LINE 4B ALAN LEVEY - $13,750 TED FELDMAN - $9,296 CLAUDIA FINKEL - $70,520 DIONNE DAY - $7,389 RANDY LAPIN - $8,679 DAVID WALKLEY - $7,217 KATHERINE MOORE - $62,179 JOSEPHINE SANTIAGO - $6,106 SUZANNE WATSON - $5,304 MARK EDWARDS - $1,259 PART I, LINE 7 A POOL IS DETERMED AS PART OF THE BUDGETING PROCESS AND APPROVED BY THE BOARD OF DIRECTORS. THE BONUSES ARE DISCRETIONARY. X 6 65618 FMV 1 0 0 0 PART I, COLUMN (B): THIS NUMBER REFLECTS THE NUMBER OF CONTRIBUTORS, NOT THE NUMBER OF ITEMS CONTRIBUTED. FORM 990, PART VI, SECTION A, LINE 2 THERE ARE FAMILY RELATIONSHIPS BETWEEN THE FOLLOWING BOARD MEMBERS. LARRY POWELL AND RICK POWELL; JUDITH AND LELAND FELSENTHAL; CHIP W. AND SUSAN W. ROBERTSON; JULIAN GALPERSON AND ROB GALPERSON; ALAN AND PEARLE LEVEY; JUDY ROSENBERG AND W. MICHAEL ROSENBERG; AND VIVIAN AND STEVE SEIGEL. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION PRESENTS THE FORM 990 TO MANAGEMENT FOR REVIEW AND ANALYSIS. ONCE MANAGEMENT HAS REVIEWED THE FORM 990, IT IS THEN GIVEN TO THE AUDIT COMMITTEE FOR THEIR OWN REVIEW. ONCE BOTH PARTIES HAVE REVIEWED THE FORM 990, THE BOARD OF DIRECTORS ARE GIVEN A COPY OF THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS AND OFFICERS REVIEW THE CONFLICT OF INTEREST POLICY ANNUALLY, AND COMPLETE AND SIGN A CONFLICT OF INTEREST FORM. THE CHAIR OF THE BOARD REVIEWS EACH SIGNED FORM TO DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS. IF THE CHAIR OF THE BOARD DETERMINES THAT A CONFLICT OF INTEREST MAY EXIST, HE/SHE REVIEWS THE SIGNED FORM WITH THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION OBTAINS COPIES OF 990S OF COMPARABLE ORGANIZATIONS, WHICH INCLUDE: URBAN DEVELOPMENT, WORKSOURCE, AND JEWISH ORGANIZATIONS. THE ORGANIZATION THEN ORGANIZES THE INFORMATION RELATED TO THE COMPENSATION OF OFFICERS, DIRECTORS, AND KEY EMPLOYEES. THIS INFORMATION IS THEN GIVEN TO A SUB-COMMITTEE OF THE ORGANIZATION'S EXECUTIVE COMMITTEE, COMPRISED OF THE CHAIR, IMMEDIATE PAST CHAIR, VICE CHAIR, TREASURER, AND AN AT-LARGE BOARD MEMBER, TO AID IN THEIR REVIEW AND ANALYSIS OF THE ORGANIZATION'S OWN COMPENSATION FOR THEIR OFFICERS, DIRECTORS, 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 TO CONTRACTORS, GRANTORS, DONORS, ETC. UPON REQUEST. FORM 990, PART XII, LINE 2C: THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.