2018-05-14T16:09:19-05:00 2017-06-30 941254756 HOOD & STRONG LLP 275 BATTERY ST STE 900 SAN FRANCISCO CA 94111 990 2016-07-01 770185734 OSHMAN FAMILY JEWISH COMMUNITY CENTER OSHM 6502238600 3921 FABIAN WAY PALO ALTO CA 94303 MARK HOLTZMAN CFO 6502238600 2018-05-11 1 MAGA E KISRIEV P01008919 4157810793 12.201.129.210 2018-05-11 14:38:58 PD P 21B36D69BA2594878549B740C4BB0D7F52AE627F 29D558E106CCA166F3A77B357A9AE2D2F6035DBB 2016 2021-01-29 14:40:06Z ZACHARY BODNER 3921 FABIAN WAY PALO ALTO CA 94303 27722010 0 X WWW.PALOALTOJCC.ORG X 1960 CA THE OSHMAN FAMILY JCC UNITES JEWISH INSTITUTIONS AND WORKS FOR THE BETTERMENT OF THE COMMUNITY. 25 24 329 150 0 0 12984374 6448044 19100922 20087346 76766 41521 559142 219000 32721204 26795911 156302 313631 0 0 11541348 11956938 0 0 1290706 16371594 16367479 28069244 28638048 4651960 -1842137 130377105 127904307 45029704 44379385 85347401 83524922 X THE OSHMAN FAMILY JCC IS A 21ST-CENTURY JEWISH NEIGHBORHOOD THAT STRENGTHENS AND INTEGRATES OUR JEWISH COMMUNITY AS WE EMBODY AN INCLUSIVE, CARING ENVIRONMENT THAT CELEBRATES THE DIVERSITY AND INNOVATIVE SPIRIT OF OUR REGION. OFFER OUTSTANDING CIVIC, EDUCATIONAL, RECREATIONAL, WELLNESS AND CULTURAL PROGRAMMING THAT SPEAKS TO OUR CORE VALUES AND COMMON CONCERNS AS MODERN JEWS. PARTNER WITH ESTABLISHED AND EMERGING JEWISH INSTITUTIONS AND COMMUNITIES TO MAKE OUR RESOURCES THE SHARED HUB OF THE BROADER COMMUNITY. FACILITATE CONNECTIONS WITH ISRAEL AND JEWS WORLDWIDE. 0 0 9043529 0 10206400 FITNESS AND SPORTS PROGRAMS:THE OFJCC STRIVES TO ENHANCE FITNESS AND HEALTH FOR ALL BACKGROUNDS AND LEVELS IN OUR STATE OF THE ART FACILITIES. THE FITNESS AND SPORTS PROGRAMS PROMOTE ACTIVE AND HEALTHY LIFESTYLES BY ENCOURAGING PHYSICAL ACTIVITY AND FOSTERING RELATIONSHIPS THROUGH SPORTS LEAGUES, SWIMMING PROGRAMS AND EXERCISE CLASSES FOR ALL AGES. CENTER MEMBERS MAY CHOOSE TO PARTICIPATE IN A PILATES CLASS, BRUSH UP ON THEIR STROKE WITH AN AQUATICS EXPERT OR DE-STRESS WITH MEDITATION, YOGA OR MASSAGE. THE ON-SITE NUTRITIONIST, PHYSICAL THERAPIST AND PERSONAL TRAINERS PROVIDE LONG-TERM TOOLS THAT ALLOW INDIVIDUALS TO IMPROVE THEIR QUALITY OF LIFE. OVER 4,000 FAMILIES BELONG TO THE SPORTS AND WELLNESS CENTER. 6068054 248137 5542463 EARLY CHILDHOOD EDUCATION PROGRAMS:THE EARLY CHILDHOOD DEPARTMENT AND PROGRAMS SERVES APPROXIMATELY 225 CHILDREN FROM THE AGES OF TWO YEARS TO FIVE YEARS. CLASSES ARE LED BY EARLY CHILDHOOD PROFESSIONALS WHO HELP PROVIDE OPPORTUNITIES FOR EACH CHILD TO WORK ON MASTERY OF THE PHYSICAL, INTELLECTUAL, SOCIAL AND EMOTIONAL TASKS THAT ARE APPROPRIATE TO HIS OR HER INDIVIDUAL LEVEL OF DEVELOPMENT. TOTS PROGRAMS ARE AVAILABLE FOR TODDLERS. PROGRAMS ALSO INCLUDE PARENT EDUCATION, AFTER SCHOOL ENRICHMENT PROGRAMS, EXTENDED DAY PROGRAMS FOR CHILDREN OF WORKING PARENTS AND FAMILY PROGRAMMING AT HOLIDAY TIMES. 2400112 0 735564 ISRAELI CULTURAL CONNECTIONS:THE ISRAELI CULTURAL CONNECTIONS SERVES HEBREW LANGUAGE AFTERSCHOOL PROGRAM FOR STUDENTS IN KINDERGARTEN THROUGH HIGH SCHOOL AND ALSO THROUGH ISRAELI ARTS, MUSIC AND CULTURAL EVENTS, THE ICC OFFERS THE LOCAL ISRAELI AND AMERICAN JEWISH COMMUNITIES THE OPPORTUNITY TO DEEPEN THEIR TIES TO ISRAEL. 4786419 65494 3602919 OTHER PROGRAMS INCLUDE CLUB J (AFTER SCHOOL PROGRAM), CULTURAL ARTS EVENTS, SUMMER CAMP, RENTAL REVENUES, AND CAFE SALES. WE SPONSOR OVER 30 VARIOUS PROGRAMS EACH WEEK. 4786419 65494 3602919 22298114 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 128 0 1 329 1 0 0 0 0 0 1 1 0 0 0 0 X 25 24 1 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 CA X MARK HOLTZMAN 6502238600 3921 FABIAN WAY PALO ALTO CA 94303 SUSAN STEINER SAAL PRESIDENT 1.00 X X 0 0 0 LAUREN BERMAN FIRST VICE PRESIDENT 1.00 X X 0 0 0 ORLI RINAT VICE PRESIDENT 1.00 X X 0 0 0 LAWRENCE SEEFF VICE PRESIDENT 1.00 X X 0 0 0 NICOLE RUBIN TREASURER 1.00 X X 0 0 0 CRAIG SEIDEL SECRETARY 1.00 X X 0 0 0 SHARON LESLIE IMMEDIATE PAST PRESIDENT 1.00 X 0 0 0 RIC RUDMAN MEMBER-AT-LARGE 1.00 X 0 0 0 TED ZAGAT MEMBER-AT-LARGE 1.00 X 0 0 0 CAROL SAAL HONORARY LIFETIME MEMBER 1.00 X 0 0 0 SHARON ASHKENAZI BOARD MEMBER 1.00 X 0 0 0 MICHELE BOAL BOARD MEMBER 1.00 X 0 0 0 GEORGE FARBER BOARD MEMBER 1.00 X 0 0 0 YASMIN LUKATZ BOARD MEMBER 1.00 X 25000 0 0 LEV MASS BOARD MEMBER 1.00 X 0 0 0 ADAM NASH BOARD MEMBER 1.00 X 0 0 0 ALIZA PELEG BOARD MEMBER 1.00 X 0 0 0 REINA RAMPBELL BOARD MEMBER 1.00 X 0 0 0 LOREN SAXE BOARD MEMBER 1.00 X 0 0 0 RICHARD SEILER BOARD MEMBER 1.00 X 0 0 0 SARA SMIRIN BOARD MEMBER 1.00 X 0 0 0 JED SOLOMON BOARD MEMBER 1.00 X 0 0 0 ADAM TACHNER BOARD MEMBER 1.00 X 0 0 0 GREG WALDORF BOARD MEMBER 1.00 X 0 0 0 HILARY WEISFELD BOARD MEMBER 1.00 X 0 0 0 ZACHARY BODNER CHIEF EXECUTIVE OFFICER 40.00 X 358553 0 23380 SALLY FLINCHBAUGH CHIEF OPERATING OFFICER 40.00 X 210279 0 14259 MARK HOLTZMAN CHIEF FINANCIAL OFFICER 40.00 X 202343 0 8470 SALLY PORUSH CHIEF PEOPLE OFFICER 40.00 X 182006 0 7980 SETH LESLIE CHIEF DEVELOPMENT OFFICER 40.00 X 168475 0 13087 EDWARD BANCROFT SALES AND EVENT SERVICES DIRECTOR 40.00 X 102976 0 9002 RONIT WIDMANN-LEVY ARTS AND CULTURE DIRECTOR 40.00 X 110464 0 5714 RONIT JACOBS ICC DIRECTOR 40.00 X 107084 0 6683 YEVGENY VINOKUR IT DIRECTOR 40.00 X 125533 0 10530 RAJPREET BADYAL CONTROLLER 40.00 X 101231 0 8514 1693944 0 107619 12 0 1 0 MEDIFIT PO BOX 460 MADISON NJ 07940 FITNESS CENTER MGMT 4093240 CROTHALL HEALTHCARE 13028 COLLECTION CENTER DRIVE CHICAGO IL 60693 MAINTENANCE, FACILITIES MANAGEMENT 1114517 HIGHCOM SECURITY 1900 WEBSTER STREET B OAKLAND CA 94612 SECURITY SERVICES 578809 DOUGLAS PARKING LLC 1721 WEBSTER STREET OAKLAND CA 94612 VALET PARKING 259448 SCIENTIFIC ART STUDIO INC 500 B STREET RICHMOND CA 94801 CONSTRUCTION 235362 7 905800 5542244 489508 6448044 MEMBERSHIP DUES (FITNESS) 624110 7493270 7493270 EARLY CHILDHOOD EDUCATION 624110 5776899 5776899 SPORTS & WELLNESS 624110 2724657 2724657 CLUB J AFTER SCHOOL 624110 1518027 1518027 SUMMER CAMP REVENUE 624110 1046718 1046718 1527775 1527775 20087346 41521 41521 1029740 710888 318852 318852 318852 115359 905800 215211 -99852 -99852 26795911 20087346 0 260521 X 313631 313631 1405555 614068 552352 239135 8301686 6801459 1094777 405450 307342 215008 49282 43052 1115502 926601 170763 18138 826853 658009 122282 46562 78113 78113 50500 50500 5850015 5551967 223781 74267 373591 238774 109026 25791 1047476 905695 126359 15422 244697 176435 50740 17522 2191403 1691450 453978 45975 77475 67848 8396 1231 15673 13726 1698 249 1159729 1159729 3336477 2397492 700660 238325 155303 111596 32614 11093 PROGRAM FOOD EXPENSE 724523 719364 5159 PROGRAM ACTIVITIES 381951 306154 75797 PROGRAM SUPPLIES 286590 276778 9812 DUES & SUBSCRIPTIONS 135282 89643 34738 10901 258681 222416 29440 6825 28638048 22298114 5049228 1290706 3704639 4894167 3534307 1120802 11978356 10083141 514702 279515 269322 278772 133098123 26941366 108337231 106156757 1990257 5045695 40722 45458 7569 0 130377105 127904307 1948560 2428216 1603153 1491108 41477991 40460061 45029704 44379385 X 61174343 59280334 23557908 23629438 615150 615150 85347401 83524922 130377105 127904307 -1842137 19658 0 X 0 1 X 1 0 X 2619538 4696945 7930371 12984374 6448044 34679272 14565280 16152068 17182504 19100922 20087346 87088120 17184818 20849013 25112875 32085296 26535390 121767392 942896 388085 1156943 1023220 729406 4240550 0 942896 388085 1156943 1023220 729406 4240550 117526842 1230239 882560 1159227 1145935 1071261 5489222 1230239 882560 1159227 1145935 1071261 5489222 541854 181897 122102 158031 115359 1119243 18956911 21913470 26394204 33389262 27722010 128375857 0.91550 0.90160 0.04280 0.05190 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER REVENUE - 2012 AMOUNT: $ 430,633. 2013 AMOUNT: $ 116,831. 2014 AMOUNT: $ 0. 2015 AMOUNT: $ 0. 2016 AMOUNT: $ 0. FUNDRAISING EVENTS - 2012 AMOUNT: $ 111,221. 2013 AMOUNT: $ 65,066. 2014 AMOUNT: $ 122,102. 2015 AMOUNT: $ 158,031. 2016 AMOUNT: $ 115,359. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 615150 615150 615150 615150 615150 615150 630000 -14850 615150 557500 72500 630000 0.00000 1.00000 0.00000 0 0 23113785 23113785 103763382 23590526 80172856 71445 29743 41702 1381409 1048753 332656 4768102 2272344 2495758 106156757 X 27428037 19658 -313631 -293973 27722010 -926099 -926099 26795911 29250516 926099 926099 28324417 313631 313631 28638048 PART V, LINE 4: THE JCC HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT WILL ULTIMATELY PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS. PART X, LINE 2: THE OFJCC HAS BEEN GRANTED TAX-EXEMPT STATUS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701D OF THE CALIFORNIA REVENUE AND TAXATION CODE. IN ADDITION, THE OFJCC HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE INTERNAL REVENUE CODE. IN ADDITION, THE OFJCC COULD BE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME, IF ANY, GENERATED BY ITS BUSINESS OPERATIONS NOT RELATED TO ITS EXEMPT STATUS. MANAGEMENT EVALUATED THE OFJCC'S TAX POSITIONS AND CONCLUDED THAT THE OFJCC HAD MAINTAINED ITS TAX EXEMPT STATUS AND HAD NOT TAKEN UNCERTAIN TAX PROVISIONS THAT REQUIRED ADJUSTMENT TO THE FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: SCHOLARSHIP EXPENSES RECLASSIFIED TO EXPENSES -313,631. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES RECLASSIFIED TO REVENUE -710,888. FUNDRAISING EXPENSES RECLASSIFIED TO REVENUE -215,211. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES RECLASSIFIED TO REVENUE 710,888. FUNDRAISING EXPENSES RECLASSIFIED TO REVENUE 215,211. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIP EXPENSES RECLASSIFIED TO EXPENSES 313,631. EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM EXPENSES 47232 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM EXPENSES 27779 0 0 0 0 0 0 75011 0 75011 1 0 0 0 0 0 ANNUAL GALA 996100 890800 105300 61600 52500 48500 25999 ARTS BRAVURA 25059 15000 10059 6911 5701 14000 1021159 905800 115359 68511 58201 62500 25999 215211 -99852 1 PRESCHOOL SCHOLARSHIPS 48 248137 ISRAEL TRIP FINANCIAL AID 8 33700 SUMMER CAMP 16 31794 PART I, LINE 2: THROUGH THE DONATIONS OF SOME OF OUR GENEROUS SUPPORTERS, OFJCC HAS BEEN ABLE TO ESTABLISH A FUND-A-NEED PROGRAM. SCHOLARSHIPS ARE AWARDED FOR OUR AWARD WINNING PRESCHOOL AND OUR SUMMER DAY CAMP. SCHOLARSHIPS ARE BASED ON NEED ONLY AND ARE AWARDED BY OUR FINANCIAL AID COMMITTEE UPON REVIEW OF MATERIALS SUBMITTED, I.E. APPLICATIONS, TAX RETURNS, W-2S, ETC. FOR SINGLE PARENT HOUSEHOLDS OR IN CASES WHERE BOTH PARENTS ARE EMPLOYED, BUT THE FAMILY STILL QUALIFIES FOR FINANCIAL AID, SCHOLARSHIPS ARE ALSO AWARDED FOR OUR AFTER-CARE PROGRAMS. X X X 0 0 0 0 0 0 0 0 0 ZACHARY BODNER CHIEF EXECUTIVE OFFICER 358553 0 0 0 0 0 14200 0 9180 0 381933 0 0 0 SALLY FLINCHBAUGH CHIEF OPERATING OFFICER 210279 0 0 0 0 0 6308 0 7951 0 224538 0 0 0 MARK HOLTZMAN CHIEF FINANCIAL OFFICER 202343 0 0 0 0 0 6070 0 2400 0 210813 0 0 0 SALLY PORUSH CHIEF PEOPLE OFFICER 182006 0 0 0 0 0 5460 0 2520 0 189986 0 0 0 SETH LESLIE CHIEF DEVELOPMENT OFFICER 168475 0 0 0 0 0 5054 0 8033 0 181562 0 0 0 A CALIFORNIA ENTERPRISE DEVELOPMENT AUTHORITY 352273601 2013-03-13 45655000 REFINANCE 2007 BONDS 0 0 0 A 45655000 30231 45624769 2013 1 0 1 1 A 0 0 0 0 0 0 1 A 0 0 0 0 0 0 0 0 1 A 1 X 2 489508 FMV 0 0 1 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS REPRESENT THE NUMBER OF CONTRIBUTORS, NOT THE NUMBER OF ITEMS CONTRIBUTED. FORM 990, PART VI, SECTION A, LINE 2 SHARON LESLIE AND SETH LESLIE HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 8B CERTAIN COMMITTEES TOOK MINUTES AND DOCUMENTED ACTIONS. FORM 990, PART VI, SECTION B, LINE 11B THE OFJCC ACCOUNTING FIRM FORWARDED THE FORM 990 TO THE CFO PRIOR TO FILING. THE CFO IN TURN POSTED THE DOCUMENT TO THE BOARD'S SECURE WEB PORTAL FOR BOARD MEMBERS. BOARD MEMBERS WERE ENCOURAGED TO REVIEW THE FORM 990 PRIOR TO ITS FILING, AND FORWARD ANY QUESTIONS THEY MAY HAVE TO THE CFO. THE CFO REFERRED THE QUESTIONS BACK TO THE ACCOUNTING FIRM WHEN NEEDED. FORM 990, PART VI, SECTION B, LINE 12C ANY DIRECTOR, PRINCIPAL OFFICER, OR MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS, WHO HAS A DIRECT OR INDIRECT FINANCIAL INTEREST, ARE COVERED UNDER THE CONFLICT OF INTEREST (COI) POLICY. CONFLICT OF INTEREST IS MONITORED AND REVIEWED REGULARLY AT THE BOARD LEVEL. THE SENIOR MANAGEMENT TEAM CONSTANTLY LOOKS FOR CONFLICTS AND RAISES TO THE BOARD. IN CASE OF ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST OCCURS, THE INTERESTED PERSON SHALL LEAVE THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS AND THE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION SHALL BE TAKEN. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF CEO IS DETERMINED USING COMPARABILITY DATA AND BOARD MEMBERS VOTE ON THE COMPENSATION PACKAGE. HR PERFORMS SALARY SURVEYS FOR OTHER SENIOR MANAGEMENT POSITIONS. 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 FOR THE SAME PERIOD OF TIME SET FORTH IN SEC. 6104(D). FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 505,183. MANAGEMENT AND GENERAL EXPENSES 28,856. FUNDRAISING EXPENSES 9,622. TOTAL EXPENSES 543,661. OUTSIDE LABOR: PROGRAM SERVICE EXPENSES 4,312,341. MANAGEMENT AND GENERAL EXPENSES 181,006. FUNDRAISING EXPENSES 38,188. TOTAL EXPENSES 4,531,535. PAYROLL PROCESSING FEES: PROGRAM SERVICE EXPENSES 40,541. MANAGEMENT AND GENERAL EXPENSES 13,919. FUNDRAISING EXPENSES 3,775. TOTAL EXPENSES 58,235. PERFORMERS & INSTRUCTORS: PROGRAM SERVICE EXPENSES 693,902. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 22,682. TOTAL EXPENSES 716,584. ICON-ISRAEL COLLABORATION NETWORK LLC 3921 FABIAN WAY PALO ALTO CA 94303 475623076 TECHNOLOGY & INNOVATION CA 422814 253959 OSHMAN FAMILY JEWISH COMMUNITY CENTER