2026-07-15T07:17:52-05:00 2025-08-31 341900735 CBIZ ADVISORS LLC 2255 GLADES ROAD SUITE 321A BOCA RATON FL 33431 990 2024-09-01 650446896 JEWISH COMMUNITY FACILITIES CORPORATION JEWI 5618523100 9901 DONNA KLEIN BLVD BOCA RATON FL 334281788 IGOR ALTERMAN VICE PRESIDENT 5618523100 2026-07-15 1 1 MICHAEL FISHER P01243324 5619945050 2026-07-15 2024 2025-03-06 01:10:19Z ARTHUR GOLDBERG 9901 DONNA KLEIN BLVD BOCA RATON FL 334281788 3756592 0 X WWW.JEWISHBOCA.ORG X 1994 FL HOLD TITLE TO, COLLECT INCOME FROM AND MANAGE REAL PROPERTY FOR THE JEWISH FEDERATION OF SOUTH PALM BEACH COUNTY, INC. (ID# 59-1945109) 11 9 20 0 0 0 303000 500000 2972792 3256592 -423528 -4401 0 0 2852264 3752191 0 0 0 0 2822525 2652281 0 0 0 4053409 4464796 6875934 7117077 -4023670 -3364886 13786614 14132729 50990307 54701308 -37203693 -40568579 AS LANDLORD, THE MISSION IS TO PROVIDE OPERATIONAL SERVICES TO ALL OCCUPANTS AND FACILITIES ON OUR 100-ACRE CAMPUS. 0 0 MANAGEMENT AND OPERATIONS OF REAL ESTATE PROPERTIES AND THEIR RELATED ACTIVITIES FOR THE BENEFIT OF THE JEWISH FEDERATION OF SOUTH PALM BEACH COUNTY AND ITS AFFILIATED AGENCIES. 0 1 0 0 0 1 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 1 20 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 9 0 0 0 0 0 1 1 1 1 0 0 0 1 1 1 1 1 0 0 0 X X KAREN MILLOY-GOBRECHT CFO 5618523100 9901 DONNA KLEIN BLVD BOCA RATON FL 33428 ALBERT GORTZ BOARD MEMBER 1.00 3.00 X 0 0 0 BARRY PODOLSKY BOARD MEMBER 1.00 0.00 X 0 0 0 KAREN DERN BOARD MEMBER 1.00 3.00 X 0 0 0 LAWRENCE FELDMAN BOARD MEMBER 0.00 3.00 X 0 0 0 MICHAEL BECKERMAN BOARD MEMBER 1.00 3.00 X 0 0 0 JILL ROSE BOARD MEMBER 3.00 8.00 X 0 0 0 ROBERT COOK CO-CHAIRPERSON 3.00 3.00 X 0 0 0 ARTHUR GOLDBERG PRESIDENT AND CHAIRPERSON 15.00 11.00 X 0 0 0 BARRY WINOGRAD TREASURER 1.00 2.00 X 0 0 0 WES FINCH VICE PRESIDENT 2.00 13.00 X 0 0 0 TODD POLIKOFF FORMER CHIEF PROFESSIONAL OFFICER 1.00 39.00 X 208674 89848 16893 KAREN MILLOY-GOBRECHT CHIEF PROFESSIONAL OFFICER 1.00 38.00 X 0 262002 12864 IGOR ALTERMAN VICE PRESIDENT 3.00 37.00 X 0 0 0 MATTHEW LEVIN FORMER VICE PRESIDENT 5.00 35.00 X 0 850052 21968 208674 1201902 51725 1 0 1 0 0 500000 500000 MANAGEMENT FEES 624100 3008185 3008185 COMMUNITY PTP SVCS 624100 197141 197141 INTER-AGENCY RENT 624100 50960 50960 PROGRAM REVENUE 624100 306 306 3256592 4401 -4401 -4401 -4401 3752191 3252191 0 0 2652281 1646 1620532 4080 1195 417275 485716 BUILDING & EQUIPMENT 1398804 SERVICES & PROGRAMS 519116 ADMINISTRATION 13676 PRINTING & PUBLICITY 2756 7117077 850 850 514920 495036 476029 522489 58319718 45205364 12794815 13114354 13786614 14132729 751078 761330 50239229 53939978 50990307 54701308 X -42359607 -45724493 5155914 5155914 -37203693 -40568579 13786614 14132729 -3364886 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 1 0.38 0 0 0 1 0 3604720 3604720 24055670 21712601 2343069 21625128 16641556 4983572 8125322 6675151 1450171 908878 176056 732822 13114354 DUE TO JEWISH FEDERATION OF SOUTH PALM BEACH COUNTY, INC. 53939978 53939978 X 3756592 0 3756592 -4401 -4401 3752191 7121478 4401 4401 7117077 0 7117077 PART X, LINE 2: GAAP REQUIRES THE FEDERATION'S MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FEDERATION AND RECOGNIZE A TAX LIABILITY IF THE FEDERATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE FEDERATION'S MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FEDERATION AND HAS CONCLUDED THAT AS OF AUGUST 31, 2025, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF FIXED ASSETS -4,401. PART XII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF FIXED ASSETS 4,401. X X X 1 1 0 MATTHEW LEVIN FORMER VICE PRESIDENT 0 229722 0 0 0 620330 0 0 0 21968 0 872020 0 0 TODD POLIKOFF FORMER CHIEF PROFESSIONAL OFFICER 169733 72743 15674 6718 23267 10387 1820 780 10005 4288 220499 94916 0 0 KAREN MILLOY-GOBRECHT CHIEF PROFESSIONAL OFFICER 0 207679 0 18918 0 35405 0 4311 0 8553 0 274866 0 0 PART I, LINES 4A-B MATTHEW LEVIN RECEIVED SEVERANCE PAYMENTS TOTALING $217,350 AND $392,633 OF 457F PAYOUTS FROM ALL ORGANIZATIONS. FORM 990, PART VI, SECTION A, LINE 7A THERE IS A NOMINATING COMMITTEE OF THE BOARD OF DIRECTORS THAT IS RESPONSIBLE FOR SELECTING THE ORGANIZATION'S OFFICERS. FORM 990, PART VI, SECTION A, LINE 7B THERE IS A CHECK AND BALANCE (GOVERNANCE) PROCESS WHICH REQUIRES VETTING THROUGH SEVERAL COMMITTEES BEFORE VOTE AND FINAL APPROVAL BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY KAREN MILLOY-GOBRECHT, CHIEF FINANCIAL OFFICER, AND IGOR ALTERMAN, VICE PRESIDENT, WHO ALSO SIGNS THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY IS ENFORCED THROUGH THE BOARD OF DIRECTORS. THE BOARD MEMBERS ARE GIVEN A CONFLICT OF INTEREST POLICY ANNUALLY AND MUST ACKNOWLEDGE IN WRITING THAT IT WAS RECEIVED. FORM 990, PART VI, SECTION C, LINE 19 THESE DOCUMENTS WILL BE FURNISHED UPON REQUEST. FORM 990 PAGE 12 PART XII QUESTION 2C NO CHANGE IN PROCESS FROM THE PRIOR YEAR NOTED. JEWISH FEDERATION OF SOUTH PALM BEACH COUNTY INC 9901 DONNA KLEIN BLVD BOCA RATON FL 334281788 591945109 FURTHER THE WELFARE OF THE JEWISH COMMUNITY IN SOUTH PALM BEACH COUNTY FL 501(C)(3) 170(B)(1)(A)(VI) 0 FEDERATION CCRC OPERATIONS CORP 9901 DONNA KLEIN BLVD BOCA RATON FL 334281788 272296079 PROVIDE A CONTINUING CARE RETIREMENT COMMUNITY FL 501(C)(3) 170(B)(1)(A)(VI) FEDERATION CCRC DEVELOPMENT LLC 0 0 0 0 0 1 0 0 0 0 0 0 1 0 1 1 0 1 0 0 JEWISH FEDERATION OF SOUTH PALM BEACH COUNTY INC E 53939978 CASH VALUE JEWISH FEDERATION OF SOUTH PALM BEACH COUNTY INC L 0 NO VALUE JEWISH FEDERATION OF SOUTH PALM BEACH COUNTY INC N 0 NO VALUE JEWISH FEDERATION OF SOUTH PALM BEACH COUNTY INC O 632597 CASH VALUE JEWISH FEDERATION OF SOUTH PALM BEACH COUNTY INC Q 50960 CASH VALUE