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Jewish Milestones Organization Name provided in the GuideStar Exchange* as of 05/03/2012: Jewish Milestones

* The GuideStar Exchange allows nonprofits to regularly update key information directly to GuideStar. It provides richer and broader information about their programs, impact, finances, people and more.

AKA  Jewish Milestones
Berkeley, CA
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GuideStar Summary

&1002;                GuideStar Exchange Committed to transparency ?
This organization is a Bronze-level GuideStar Exchange participant, demonstrating its commitment to transparency.

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&1002; Not Registered with IRS Legitimacy information is available
&1002; Financial Data Annual Revenue and Expense data reported
&1002; Forms 990 2012, 2011, and 2010 Forms 990 filed with the IRS
&1002; Mission Objectives Mission Statement is available
&1002; Impact Summary Impact Summary from the nonprofit is available
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Basic Organization Information

Jewish Milestones Organization Name provided in the GuideStar Exchange* as of 05/03/2012: Jewish Milestones

* The GuideStar Exchange allows nonprofits to regularly update key information directly to GuideStar. It provides richer and broader information about their programs, impact, finances, people and more.
Also Known As: Jewish Milestones
Physical Address: Berkeley, CA 94710 
EIN: 26-0217471
Web URL: www.JewishMilestones.org 
Blog URL: blog.JewishMilestones.org 
NTEE Category: X Religion, Spiritual Development
X30 Jewish
B Educational Institutions
B03 Professional Societies & Associations
Ruling Year: 2011 
How This Organization Is Funded: Richard and Rhoda Goldman Fund
The Koret Foundation
Walter and Elise Haas Fund


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Mission Statement

Jewish Milestones is dedicated to deepening the engagement of Jews with their heritage by supporting active participation in authentically Jewish and personally meaningful rites of passage: typically related to birth, maturation, partnering and loss.

Legitimacy Information

This organization is not registered with the IRS.

This organization is required to file an IRS Form 990 or 990-EZ.

This organization has not appeared in IRS records for a number of months and may no longer exist.

This organization does not appear in the IRS's most recent list of tax-exempt organizations. IRS records do not, however, indicate that the organization’s tax-exempt status has been revoked. Contact the organization for more information.

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Annual Revenue & Expenses (GuideStar Exchange,
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May 2012)

Fiscal Year Starting: July 1, 2010
Fiscal Year Ending: June 30, 2011

Total Revenue $190,900
Total Expenses $190,900

Revenue & Expenses (GuideStar Exchange,
The GuideStar Exchange allows nonprofits to regularly update key information directly to GuideStar. It provides richer and broader information about their programs, impact, finances, people and more.
May 2012)

Fiscal Year Starting: July 1, 2010
Fiscal Year Ending: June 30, 2011

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Balance Sheet (IRS Form 990)

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Forms 990 Received from the IRS Additional Information
IRS Form 990 is an annual document used by approximately one-third of all public charities to report information about their finances and operations to the federal government. GuideStar uses data from Form 990 to populate its database with financial information about nonprofit organizations. Posting Form 990 images on the GuideStar website is an ongoing process.

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Forms 990 Provided by the Nonprofit

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Financial Statements

Audited Financial Statement is not available for this organization.

Annual Reports

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Leadership (GuideStar Exchange,
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May 2012)

Rachel Brodie

Term:

Since Jan 2005

Profile:

Rachel Brodie, the co-founder and Executive Director of Jewish Milestones, is a Jewish educator who specializes in adult and family education. She teaches Jewish literature, history, and ethics at a wide variety of Bay Area institutions. She co-authored, Jewish Family Education: A Casebook for the Twenty-first Century with Vicky Kelman (Torah Aura, 2002). In addition to her work at Jewish Milestones, Rachel also facilitates many non-synagogue-based Jewish lifecycle rituals.  Rachel settled in the Bay Area in 1997, after spending a year in Israel on a Melton Senior Educator's Fellowship at the Hebrew University in Jerusalem. She holds a master's degree in Rabbinic Literature from The Jewish Theological Seminary of America and a B.A. in Literature and History from Brown University.

Board Chair (GuideStar Exchange,
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May 2012)

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Board Co-Chair

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Board of Directors (GuideStar Exchange,
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May 2012)

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Board Leadership Practices (GuideStar Exchange,
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May 2012)
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GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section, which enables organizations and donors to transparently share information about essential board leadership practices.

Board Orientation & Education ?
Why does this matter? Without clarity around their responsibilities and expectations, board members are not positioned to succeed. They may find themselves challenged to fulfill their governance responsibilities or frustrated by the expectations that the organization has set for them. BoardSource recommends that every new board member participate in a formal orientation process, and that all board members sign a pledge or agreement committing to their board service and to all of the responsibilities and expectations that come with service. Ideally, board members also should participate in a formal governance training program prior to serving on a board.

Does the board conduct a formal orientation for new board members and require all board members to sign a written agreement regarding their roles, responsibilities, and expectations?
Response Not Provided
CEO Oversight ?
Why does this matter? Oversight and management of the chief executive is one of the board’s most important legal responsibilities. The CEO or executive director is the board's single employee, and - just like any other employer/employee relationship - regular and written assessment is critical to ensuring that the chief executive and board are communicating openly about goals and performance. BoardSource recommends that boards conduct formal, written reviews of their chief executives on an annual basis, which should include an in-person discussion with the chief executive and distribution of the written evaluation to the full board.

Has the board conducted a formal, written assessment of the chief executive within the past year?
Response Not Provided
Ethics & Transparency ?
Why does this matter? A commitment to handling conflicts of interests is essential to creating an organizational culture of transparency. Boards should create and follow a policy for identifying and handling conflicts of interest, whether real or perceived. BoardSource recommends that organizations review the conflict-of-interest statement and require signed disclosures from all board members and senior staff on an annual basis.

Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements within the past year?
Response Not Provided
Board Composition ?
Why does this matter? The best boards are composed of individuals who bring a variety of skills, perspectives, backgrounds, and resources to tackle the complex and strategic challenges confronting their organizations. BoardSource recommends that boards commit to diversity and inclusion by establishing written policies and practices, which include strategic and intentional recruitment of diverse board members, continual commitment to inclusivity, and equal access to board leadership opportunities.

Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership?
Response Not Provided
Board Performance ?
Why does this matter? Boards need to regularly assess their own performance. Doing so ensures that they are being intentional about how they govern their organization, which is a critical component of effective board leadership. BoardSource recommends that a board conduct a self-assessment of its performance a minimum of once every three years to ensure that it is staying on track with its roles and responsibilities.

Has the board conducted a formal, written self-assessment of its performance within the past three years?
Response Not Provided

Officers for Fiscal Year (IRS Form 990)

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Highest Paid Employees & Their Compensation (IRS Form 990)

Highest Paid Employee data is not available for this organization.

People information was last updated by the nonprofit in May 2012

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Programs

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May 2012)

Budget:
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Population Served:

Program Description:

Program Long-Term Success:

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Impact Summary from the Nonprofit

We envision a future in which Judaism is experienced as accessible, inspiring and vital to the vast majority of Jews.  The contribution of Jewish Milestones to the realization of this vision is harnessing the transformative power of lifecycle rituals, forging a new professional path for facilitators of ritual and encouraging candid discussion of the de facto reality of contemporary North American Jewish life that is lived primarily outside a synagogue framework.
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Reviews

Organization Data Available

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