Jlens is located in Walnut Creek, CA. According to its NTEE Classification (X30) the organization is classified as: Judaism, under the broad grouping of Religion-Related and related organizations. As of 12/2022, Jlens employed 3 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Jlens is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
JLENS EXPLORES A JEWISH LENS ON VALUES-BASED INVESTING AND CORPORATE SOCIAL RESPONSIBILITY, TWO IMPORTMENT MOVEMENTS WHERE FAITH COMMUNITIES HAVE LEADERSHIP ROLES. JLENS PROVIDES EDUCATION, RESEARCH AND ADVOCACY INSPIRED BY JEWISH WISDOM AND TEXTS RELATED TO SOCIAL AND ENVIRONMENTAL ISSUES, AND ETHICAL BUSINESS CONSIDERATIONS. JLENS RESEARCH AND ADVOCACY FORMS THE BASIS OF THE JEWISH ADVOCACY STRATEGY, A LIST OF PUBLIC COMPANIES THAT ALIGN WITH JEWISH VALUES AND BENEFIT FROM JLENS ADVOCACY EFFORTS TO IMPROVE CORPORATE BEHAVIOR ON SOCIAL, ENVIRONMENTAL AND OTHER JEWISH VALUES-ALIGNED CONCERNS.
Describe the Organization's Program Activity:
Part 3 - Line 4a
THE PROGRAM SERVICE ACCOMPLISHMENTS: ENGAGED MAJOR JEWISH INSTITUTIONS IN JEWISH VALUES-BASED INVESTING THROUGH THE JEWISH ADVOCACY STRATEGY, THE ONLY INVESTMENT STRATEGY ENGAGING IN SHAREHOLDER ADVOCACY ON JEWISH COMMUNAL CONCERNS. DEVELOPED A JEWISH VALUES FRAMEWORK FOR ASSESSING CORPORATE BEHAVIOR BY APPLYING ANCIENT JEWISH TEXT, TRADITION AND WISDOM TO TODAY'S INVESTMENT PROCESS. EVALUATED AND SCORED MANY OF THE LARGEST US AND INTERNATIONAL PUBLIC COMPANIES ON THEIR PERFORMANCE ON SIX JEWISH VALUES PILLARS. IMPROVED CORPORATE POLICY AND PRACTICE IN ALIGNMENT WITH JEWISH VALUES AND COMMUNAL PRIORITIES BY UTILIZING SHAREHOLDER ADVOCACY TACTICS. REPRESNTED THE JEWISH COMMUNITY IN MANY INVESTOR GROUPS AND COALITIONS FOCUSED ON A VARIETY OF ENVIRONMENTAL, SOCIAL AND GOVERNANCE ISSUES. WORKED TO COMBAT ANTISEMITISM AND ANTI-ISRAEL BIAS IN THE INVESTING AND CORPORATE FIELDS.
Name (title) | Role | Hours | Compensation |
---|---|---|---|
Julie Hammerman Thru 12522 Exec Directo | Officer | 40 | $253,952 |
Gregory Libertiny Start 12522 Treasurer | OfficerTrustee | 3 | $0 |
Adam Neufeld Start 12522 Secretary | OfficerTrustee | 3 | $0 |
Deb Leipzig Start 12522 Chairperson, | OfficerTrustee | 3 | $0 |
Beth Sirull Thru 12422 President | OfficerTrustee | 3 | $0 |
Dylan Tatz Thru 12422 Sec'y | OfficerTrustee | 3 | $0 |
Statement of Revenue | |
---|---|
Federated campaigns | $0 |
Membership dues | $0 |
Fundraising events | $0 |
Related organizations | $0 |
Government grants | $0 |
All other contributions, gifts, grants, and similar amounts not included above | $958,471 |
Noncash contributions included in lines 1a–1f | $0 |
Total Revenue from Contributions, Gifts, Grants & Similar | $958,471 |
Total Program Service Revenue | $0 |
Investment income | $0 |
Tax Exempt Bond Proceeds | $0 |
Royalties | $80,240 |
Net Rental Income | $0 |
Net Gain/Loss on Asset Sales | $0 |
Net Income from Fundraising Events | $0 |
Net Income from Gaming Activities | $0 |
Net Income from Sales of Inventory | $0 |
Miscellaneous Revenue | $0 |
Total Revenue | $1,038,711 |
Statement of Expenses | |
---|---|
Grants and other assistance to domestic organizations and domestic governments. | $0 |
Grants and other assistance to domestic individuals. | $0 |
Grants and other assistance to Foreign Orgs/Individuals | $0 |
Benefits paid to or for members | $0 |
Compensation of current officers, directors, key employees. | $0 |
Compensation of current officers, directors, key employees. | $0 |
Compensation to disqualified persons | $0 |
Other salaries and wages | $385,178 |
Pension plan accruals and contributions | $0 |
Other employee benefits | $32,040 |
Payroll taxes | $19,787 |
Fees for services: Management | $106,000 |
Fees for services: Legal | $7,794 |
Fees for services: Accounting | $0 |
Fees for services: Lobbying | $0 |
Fees for services: Fundraising | $0 |
Fees for services: Investment Management | $0 |
Fees for services: Other | $0 |
Advertising and promotion | $0 |
Office expenses | $780 |
Information technology | $7,187 |
Royalties | $0 |
Occupancy | $6,791 |
Travel | $6,658 |
Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
Conferences, conventions, and meetings | $0 |
Interest | $0 |
Payments to affiliates | $0 |
Depreciation, depletion, and amortization | $0 |
Insurance | $17,197 |
All other expenses | $0 |
Total functional expenses | $596,196 |
Balance Sheet | |
---|---|
Cash—non-interest-bearing | $432,984 |
Savings and temporary cash investments | $0 |
Pledges and grants receivable | $0 |
Accounts receivable, net | $0 |
Loans from Officers, Directors, or Controlling Persons | $0 |
Loans from Disqualified Persons | $0 |
Notes and loans receivable | $0 |
Inventories for sale or use | $0 |
Prepaid expenses and deferred charges | $11,096 |
Net Land, buildings, and equipment | $0 |
Investments—publicly traded securities | $0 |
Investments—other securities | $0 |
Investments—program-related | $0 |
Intangible assets | $0 |
Other assets | $0 |
Total assets | $444,080 |
Accounts payable and accrued expenses | $1,060 |
Grants payable | $0 |
Deferred revenue | $0 |
Tax-exempt bond liabilities | $0 |
Escrow or custodial account liability | $0 |
Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
Secured mortgages and notes payable | $0 |
Unsecured mortgages and notes payable | $0 |
Other liabilities | $0 |
Total liabilities | $1,060 |
Net assets without donor restrictions | $0 |
Net assets with donor restrictions | $0 |
Capital stock or trust principal, or current funds | $0 |
Paid-in or capital surplus, or land, building, or equipment fund | $0 |
Retained earnings, endowment, accumulated income, or other funds | $443,020 |
Total liabilities and net assets/fund balances | $444,080 |