JEWISH FEDERATION OF GREATER HOUSTON: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- JEWISH FEDERATION OF GREATER HOUSTON (EIN 74-1109654)
- Tax period
- 2024-09-01 to 2025-08-31
- Filed
- 2026-07-14
- IRS object ID
- 202641959349301434
- Schema version
- 2024v5.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-07-14T17:24:52-05:00 | ReturnTs |
| Tax Period End | 2025-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 760269860 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Blazek & Vetterling | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 Weslayan Suite 200 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77027 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 741109654 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jewish Federation of Greater Houston | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JEWI | BusinessNameControlTxt |
| Phone | 7137297000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5603 South Braeswood Blvd | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77096 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Suzanne M Boue | PersonNm |
| Person Title | CFO & COO | PersonTitleTxt |
| Phone | 7137297000 | PhoneNum |
| Signature | 2026-07-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Barbara Murphy | PreparerPersonNm |
| PTIN | P01386215 | PTIN |
| Phone | 7134395739 | PhoneNum |
| Preparation | 2026-07-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Renee Wizig-Barrios | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5603 South Braeswood Blvd | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77096 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $23,188,223 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.houstonjewish.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1940 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | The Jewish Federation of Greater Houston mobilizes and activates initiatives and relationships to promote Houston's Jewish future through fund development and resource allocations, collaborative network initiatives, and community connections. | ActivityOrMissionDesc |
| Voting Members Governing Body | 51 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 51 | VotingMembersIndependentCnt |
| Total Employee | 36 | TotalEmployeeCnt |
| Total Volunteers | 500 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $28,217,222 | PYContributionsGrantsAmt |
| CY Contributions Grants | $22,556,601 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $438,265 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $319,803 | CYProgramServiceRevenueAmt |
| PY Investment Income | $438,467 | PYInvestmentIncomeAmt |
| CY Investment Income | $311,819 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $29,093,954 | PYTotalRevenueAmt |
| CY Total Revenue | $23,188,223 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $16,833,130 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $18,070,914 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,178,313 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,928,039 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,590,381 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,265,473 | PYOtherExpensesAmt |
| CY Other Expenses | $3,490,279 | CYOtherExpensesAmt |
| PY Total Expenses | $24,276,916 | PYTotalExpensesAmt |
| CY Total Expenses | $25,489,232 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,817,038 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,301,009 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $17,073,112 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,513,700 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,925,235 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,657,316 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $13,147,877 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $10,856,384 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | The Jewish Federation of Greater Houston (JFGH) funds and cultivates programs that strengthen the Houston Jewish community, connections with Israel, and supports Jews around the world. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $10,899,789 | ExpenseAmt |
| Grant | $9,331,116 | GrantAmt |
| Revenue | $319,803 | RevenueAmt |
| Desc | The most significant ways the Jewish Federation of Greater Houston (JFGH) makes a difference in Jewish lives is with funds raised through its annual appeal. Funds raised each year benefit the Jewish Communities in Houston, across the United States, in Israel and around the world. Continued on Schedule OThe Jewish Federation of Greater Houston both operates direct community programs and grants funds to partner organizations that provide support and assistance in areas including: Food, shelter and medical care; Educating the youth of our community; Providing senior care, services and programming; Facilitating leadership development and youth engagement programming; Reconnecting and engaging Jews with the local Jewish Community; Offering Jewish programming for young families and children; Antisemitism support and Israel advocacy; Supporting Israel travel and Jewish missions for youth and community members; Aiding people with special needs. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $7,512,478 | ExpenseAmt |
| Grant | $6,431,300 | GrantAmt |
| Desc | Security, Public Affairs and Antisemitism Response - The Federation has collaborative partnerships to protect Jewish life in Houston. The program tracks and responds to incidents, monitors threats, issues community alerts, and facilitates security training. The Federation also provides free security site assessments to help institutions apply for Nonprofit Security Grants (NSGP). Continued on Schedule OThe Federation's Public Affairs work advocates with lawmakers in Houston, Austin, and Washington, D.C. The Federation also combats antisemitism through educational programming, partnerships, Fellowships, and monthly Antisemitism Roundtables. The Public Affairs team works to strengthen interfaith relationships through programming and educational opportunities as well as individual collaborations.Additionally, the Federation leads disaster response efforts for Houston's Jewish community during natural and man-made emergencies. The Federation also provides support for disasters that impact other Jewish communities throughout the country and around the world. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,696,584 | ExpenseAmt |
| Grant | $2,308,498 | GrantAmt |
| Desc | Strategy, Education and Engagement (SE&E) - This Department nurtures the continuity and quality of Jewish life in the Greater Houston area by fostering and strengthening life-long engagement and learning in the Jewish community. Within education, the department is dedicated to enhancing the quality of formal and informal Jewish education, promoting enrollment and participation at all levels, advocating on behalf of students, parents, institutions and professionals involved in Jewish education, encouraging professional growth of educators, and facilitating cooperation among schools and community organizations.Continued on Schedule O The Federation strives to engage all members of our community in Jewish life through multiple meaningful entry points. The engagement portfolio includes young families through PJ Library, which provides free high-quality Jewish books and activities to more than 1,800 children ages 0-12. Young adults ages 22-45 connect through the Minnette and Jerome Robinson Family Young Adult Division (YAD), which offers social, educational, cultural, and philanthropic programming including FedU leadership development and Honeymoon Israel trips. The broader community engages through programs such as Yom Limmud (now in its 31st year as the community's annual Day of Jewish Learning), Chai Lights, Insights Speaker series, and programs with local and Israeli partners. The Engagement team coordinates professional networks of those working in Jewish programming in Houston. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $21,108,851 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 73 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 36 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 51 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 51 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Suzanne Boue CFOO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7137297000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5603 South Braeswood Blvd | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77096 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (60 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|
| Robin Stein | ||||||||
| Board Chair | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Jared Dubin | ||||||||
| Vice Chair - Planning | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Sandra Finkelman | ||||||||
| Vice Chair - Development | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Joe Kaplan | ||||||||
| Vice Chair - Special Projects | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Melanie Lowther | ||||||||
| Secretary, Treasurer | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Leah Abrams | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Sasha Alexander | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Ali Bamberger | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Martha Barvin | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Lauren Blachman | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Susan Bono | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Hilary Cohen | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Riva Collins | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Eric Danziger | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Barry Diner | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Mike Drob | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Rabbi Gideon Estes | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Jen Fink | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Tom Fish | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Nicole Gibson | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Raquel Goldberg | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Dori Goldman | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Rabbi Oren Hayon | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Elyse Spector Kalmans | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Debbie Karakowsky | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Norri Leder | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Bruce Levy | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Mike Levy | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Rachael Levy | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Oren Mushin | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Hy Penn | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Jack Polatsek | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Joe Pryzant | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Max Reichenthal | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Russ Robinson | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Ann Baker Ronn | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Ben Samuels | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Lindsay Schmulen | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Rob Shoss | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Randi Sonenshein | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Rima Soroka | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Sam Stein | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Rachel Strauss | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Jill Talisman | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Philip Tenenbaum | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Gavriel Toso | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Mark Trachtenberg | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Haya Varon | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Benjamin Warren | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Dolores Wilkenfeld | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Neil Wizel | ||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Renee Wizig-Barrios | ||||||||
| President/CEO | 50.00 | Yes (X) | $369,700 | $0 | $38,364 | |||
| Suzanne Boue | ||||||||
| CFO/COO (as of 10/24) | 50.00 | Yes (X) | $41,475 | $0 | $3,674 | |||
| Taryn Baranowski | ||||||||
| Chief Marketing Officer | 40.00 | $153,549 | $0 | $7,982 | Yes (X) | |||
| Jessica Segal | ||||||||
| Chief Impact Officer | 40.00 | $153,321 | $0 | $16,527 | Yes (X) | |||
| Karyn Ullman | ||||||||
| Chief Philanthropy Officer | 40.00 | $242,292 | $0 | $11,138 | Yes (X) | |||
| Ari Rosen | ||||||||
| Director, Annual Campaign | 40.00 | $116,275 | $0 | $14,825 | Yes (X) | |||
| Lisa Klein | ||||||||
| Director, Education | 40.00 | $109,482 | $0 | $16,053 | Yes (X) | |||
| Boris Siperstein | ||||||||
| CFO/COO (thru 05/24) | 40.00 | $148,027 | $0 | $11,811 | Yes (X) | |||
| Suzanne Jacobson | ||||||||
| Sr. VP, Major Gifts | 40.00 | $143,310 | $0 | $6,747 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,477,431 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $127,121 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 9 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Armanino Advisory | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2700 Camino Ramon 350 | AddressLine1Txt |
| City | San Ramon | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94583 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | Accounting services | ServicesDesc |
| Compensation | $198,608 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $3,454,832 | RelatedOrganizationsAmt |
| All Other Contributions | $19,101,769 | AllOtherContributionsAmt |
| Noncash Contributions | $73,876 | NoncashContributionsAmt |
| Total Contributions | $22,556,601 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Programs, event revenue | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $319,803 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $319,803 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $319,803 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $311,819 | TotalRevenueColumnAmt |
| Exclusion | $311,819 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $23,188,223 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $319,803 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $311,819 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,624,842 | TotalAmt |
| Program Services | $17,624,842 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $170,152 | TotalAmt |
| Program Services | $170,152 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $275,920 | TotalAmt |
| Program Services | $275,920 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $581,816 | TotalAmt |
| Program Services | $207,863 | ProgramServicesAmt |
| Management And General | $207,696 | ManagementAndGeneralAmt |
| Fundraising | $166,257 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,764,379 | TotalAmt |
| Program Services | $1,461,440 | ProgramServicesAmt |
| Management And General | $518,733 | ManagementAndGeneralAmt |
| Fundraising | $784,206 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,574 | TotalAmt |
| Program Services | $44,113 | ProgramServicesAmt |
| Management And General | $15,407 | ManagementAndGeneralAmt |
| Fundraising | $23,054 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $277,935 | TotalAmt |
| Program Services | $141,014 | ProgramServicesAmt |
| Management And General | $58,121 | ManagementAndGeneralAmt |
| Fundraising | $78,800 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $221,335 | TotalAmt |
| Program Services | $110,732 | ProgramServicesAmt |
| Management And General | $47,767 | ManagementAndGeneralAmt |
| Fundraising | $62,836 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $233,278 | TotalAmt |
| Management And General | $233,278 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47 | TotalAmt |
| Program Services | $47 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $482,537 | TotalAmt |
| Program Services | $227,071 | ProgramServicesAmt |
| Management And General | $255,353 | ManagementAndGeneralAmt |
| Fundraising | $113 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,195 | TotalAmt |
| Program Services | $32,994 | ProgramServicesAmt |
| Management And General | $20,000 | ManagementAndGeneralAmt |
| Fundraising | $32,201 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $518,804 | TotalAmt |
| Program Services | $62,398 | ProgramServicesAmt |
| Management And General | $411,700 | ManagementAndGeneralAmt |
| Fundraising | $44,706 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $519,571 | TotalAmt |
| Program Services | $27,739 | ProgramServicesAmt |
| Management And General | $491,786 | ManagementAndGeneralAmt |
| Fundraising | $46 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,066 | TotalAmt |
| Program Services | $52,191 | ProgramServicesAmt |
| Management And General | $19,021 | ManagementAndGeneralAmt |
| Fundraising | $3,854 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $333,204 | TotalAmt |
| Program Services | $174,223 | ProgramServicesAmt |
| Management And General | $114,808 | ManagementAndGeneralAmt |
| Fundraising | $44,173 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $278,308 | TotalAmt |
| Program Services | $193,500 | ProgramServicesAmt |
| Management And General | $70,521 | ManagementAndGeneralAmt |
| Fundraising | $14,287 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $114,250 | TotalAmt |
| Program Services | $2,991 | ProgramServicesAmt |
| Management And General | $111,259 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Programs and events | $655,731 | $299,621 | $20,262 | $335,848 |
| Uncollectible amounts | $194,288 | $194,288 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,489,232 | TotalAmt |
| Program Services | $21,108,851 | ProgramServicesAmt |
| Management And General | $2,790,000 | ManagementAndGeneralAmt |
| Fundraising | $1,590,381 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $214,498 | BOYAmt |
| EOY | $214,015 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,828,118 | BOYAmt |
| EOY | $4,444,347 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,571,296 | BOYAmt |
| EOY | $5,558,848 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,780 | BOYAmt |
| EOY | $13,590 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,626 | BOYAmt |
| EOY | $4,543 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $4,804,003 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $935,195 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,072,645 | BOYAmt |
| EOY | $3,868,808 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,307,362 | BOYAmt |
| EOY | $2,409,549 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,787 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,073,112 | BOYAmt |
| EOY | $16,513,700 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $268,523 | BOYAmt |
| EOY | $247,447 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,656,712 | BOYAmt |
| EOY | $4,005,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $1,404,869 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,925,235 | BOYAmt |
| EOY | $5,657,316 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,359,392 | BOYAmt |
| EOY | $5,881,042 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,788,485 | BOYAmt |
| EOY | $4,975,342 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,147,877 | BOYAmt |
| EOY | $10,856,384 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,073,112 | BOYAmt |
| EOY | $16,513,700 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$2,301,009 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $9,516 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,126,007 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,348,917 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,279,731 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $28,217,222 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $22,556,601 | CurrentTaxYearAmt |
| Total | $100,528,478 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,126,007 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,348,917 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,279,731 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $28,217,222 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $22,556,601 | CurrentTaxYearAmt |
| Total | $100,528,478 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $5,368,904 | SubstantialContributorsTotAmt |
| Public Support Total170 | $95,159,574 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,963 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,665 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $163,004 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $451,487 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $311,819 | CurrentTaxYearAmt |
| Total | $947,938 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $101,476,416 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,099,848 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.93780 | PublicSupportCY170Pct |
| Public Support PY170 | 0.94230 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | Yes (1) | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $47 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $47 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part II-B, Line 1: | FormAndLineReferenceDesc |
| Explanation | The Federation shared in the cost of a lobbyist with other Texas Jewish Federations to support Jewish Security Initiatives and the proposed Antisemitism Awareness Act. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $233,870,274 | BeginningYearBalanceAmt |
| Contributions | $26,406,718 | ContributionsAmt |
| Investment Earnings Or Losses | $18,242,800 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $34,290,883 | GrantsOrScholarshipsAmt |
| End Year Balance | $244,228,909 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $210,136,908 | BeginningYearBalanceAmt |
| Contributions | $29,903,430 | ContributionsAmt |
| Investment Earnings Or Losses | $31,810,562 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $37,980,626 | GrantsOrScholarshipsAmt |
| End Year Balance | $233,870,274 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $200,951,029 | BeginningYearBalanceAmt |
| Contributions | $26,893,054 | ContributionsAmt |
| Investment Earnings Or Losses | $13,586,654 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $31,293,829 | GrantsOrScholarshipsAmt |
| End Year Balance | $210,136,908 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $219,128,786 | BeginningYearBalanceAmt |
| Contributions | $27,828,440 | ContributionsAmt |
| Investment Earnings Or Losses | -$21,062,612 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $24,943,585 | GrantsOrScholarshipsAmt |
| End Year Balance | $200,951,029 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $189,996,090 | BeginningYearBalanceAmt |
| Contributions | $20,266,125 | ContributionsAmt |
| Investment Earnings Or Losses | $31,285,545 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $20,537,993 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $1,880,981 | AdministrativeExpensesAmt |
| End Year Balance | $219,128,786 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.97268 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.01559 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.01173 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $6,000 | InvestmentCostOrOtherBasisAmt |
| Book Value | $6,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,267,338 | OtherCostOrOtherBasisAmt |
| Depreciation | $648,058 | DepreciationAmt |
| Book Value | $3,619,280 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $146,215 | OtherCostOrOtherBasisAmt |
| Depreciation | $46,026 | DepreciationAmt |
| Book Value | $100,189 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $384,450 | OtherCostOrOtherBasisAmt |
| Depreciation | $241,111 | DepreciationAmt |
| Book Value | $143,339 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,868,808 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| HJCF pooled investments | $2,409,369 | C |
| Foreign bonds | $180 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $2,409,549 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Due to affiliate | Desc |
| Amt | $1,404,869 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,404,869 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part V, Line 4: | FormAndLineReferenceDesc |
| Explanation | The purpose of the Endowment is to support the mission of the Jewish Federation of Greater Houston - to preserve and enrich Jewish communal life through innovative and visionary leadership that is responsive and responsible to Jewish communities locally, nationally, in Israel, and around the world. | ExplanationTxt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| Middle East and North Africa | 0 | 0 | Grant-making | $275,920 |
| Middle East and North Africa | 0 | 0 | Investments | $180 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $276,100 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $276,100 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (2 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Non Cash AssistanceNonCashAssistanceAmt |
|---|---|---|---|---|
| Middle East and North Africa | Support rebuilding efforts for the people of Israel | $250,000 | Wire | $0 |
| Middle East and North Africa | Support rebuilding efforts for the people of Israel | $15,000 | Wire | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 2: | All grantee organizations are required to submit written reports, including detailed budget and financial information. In addition, the Federation conducts site visits where possible and meets with representatives of grantee organizations throughout the year. |
| Part I, line 3: | The grant expenditure amounts on Schedule F, Part I are reported using the accrual basis of accounting. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (85 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| Afikim Family Enrichment Association | ||||||||
| 1715 51st St | Brooklyn | NY | 11204 | 263744888 | 501(c)(3) | $200,000 | $0 | General Support |
| Alexander Jewish Family Service | ||||||||
| 4131 S Braeswood Blvd | Houston | TX | 77025 | 741152607 | 501(c)(3) | $240,000 | $0 | General Support |
| Am Friends of Sar El | ||||||||
| 4614 Feather Cove Ct | Sugar Land | TX | 77479 | 992064436 | 501(c)(3) | $15,000 | $0 | General Support |
| American Friends of Hebrew University | ||||||||
| 1150 S Olive St Floor 10 | Los Angeles | CA | 90015 | 131568923 | 501(c)(3) | $20,000 | $0 | Emergency support; mental health |
| American Friends of Israel-Emergency Aid | ||||||||
| 558 June Ct | West Hempstead | NY | 11552 | 264515751 | 501(c)(3) | $200,000 | $0 | Emergency support |
| American Friends of Latet Humanitarian Aid | ||||||||
| 57 Wingate St Ste 204 | Haverhill | MA | 01832 | 472069028 | 501(c)(3) | $85,000 | $0 | Holocaust survivor program |
| American Friends of Leket Israel | ||||||||
| 101 Cedar Lane 306 | Teaneck | NJ | 07666 | 208202424 | 501(c)(3) | $150,000 | $0 | Holocaust survivor program |
| American Friends of Magen David Adom | ||||||||
| 3175 Commercial Ave Ste 101 | Northbrook | IL | 60062 | 131790719 | 501(c)(3) | $150,000 | $0 | Emergency support |
| American Friends of Shalva Israel | ||||||||
| 441 Lexington Ave Ste 602 | New York | NY | 10017 | 562676533 | 501(c)(3) | $65,000 | $0 | Emergency support |
| American Friends of Sheba Medical Ctr | ||||||||
| 6505 Wilshire Blvd 615 | Los Angeles | CA | 90048 | 237076117 | 501(c)(3) | $10,000 | $0 | Emergency support |
| American Friends of Shlavim | ||||||||
| 140 Harborview E | Lawrence | NY | 11559 | 842973706 | 501(c)(3) | $50,000 | $0 | Emergency support |
| American Friends of Shlavim - Netiva | ||||||||
| 140 Harborview E | Lawrence | NY | 11559 | 842973706 | 501(c)(3) | $40,000 | $0 | Women's career program |
| American Friends of Unistream - Tirat Carmel | ||||||||
| 300 Buckelew Ave Ste 109 | Jamesburg | NJ | 08831 | 208156478 | 501(c)(3) | $10,000 | $0 | Youth programs |
| American Friends of WGH | ||||||||
| PO Box 789856 | Philadelphia | PA | 19178 | 260572473 | 501(c)(3) | $125,000 | $0 | Emergency support; medical |
| American Jewish Joint Distribution Committee | ||||||||
| 220 E 42nd St 4th Fl | New York | NY | 10017 | 131656634 | 501(c)(3) | $490,904 | $0 | General Support |
| BBYO Inc | ||||||||
| 529 14th St NW Ste 705 | Washington | DC | 20001 | 311794932 | 501(c)(3) | $36,500 | $0 | General Support |
| Bertha Alyce Early Childhood School | ||||||||
| 5601 S Braeswood Blvd | Houston | TX | 77096 | 741198298 | 501(c)(3) | $44,436 | $0 | Scholarship Support |
| Bikur Verzat Cholim | ||||||||
| 1274 49th St 636 | Brooklyn | NY | 11219 | 201572620 | 501(c)(3) | $250,000 | $0 | General Support |
| Birthright Israel Foundation | ||||||||
| 711 Third Ave 10th Fl | New York | NY | 10017 | 134092050 | 501(c)(3) | $25,000 | $0 | General Support |
| Blue Star Camps | ||||||||
| PO Box 1029 | Hendersonville | NC | 28793 | 560651011 | 501(c)(3) | $6,200 | $0 | Scholarship Support |
| Brothers for Life | ||||||||
| 600 1st Ave PMB 798295 | Seattle | WA | 98104 | 912105756 | 501(c)(3) | $350,000 | $0 | Emergency Support |
| Camp Gan Israel Detroit | ||||||||
| 6516 Morganford Rd | Charlotte | NC | 28211 | 381734762 | 501(c)(3) | $5,900 | $0 | Scholarship Support |
| Camp Young Judaea | ||||||||
| 5410 Bellaire Blvd Ste 207 | Bellaire | TX | 77401 | 746063430 | 501(c)(3) | $20,000 | $0 | Scholarship Support |
| Camp Young Judaea | ||||||||
| 5410 Bellaire Blvd Ste 207 | Bellaire | TX | 77401 | 746063430 | 501(c)(3) | $89,100 | $0 | General Support |
| Chabad at Rice University | ||||||||
| 1950 Dryden Rd 3 | Houston | TX | 77030 | 811730940 | 501(c)(3) | $18,000 | $0 | General Support |
| Chabad of Brazos Valley (A&M Chabad) | ||||||||
| 201 Live Oak St | College Station | TX | 77840 | 237278350 | 501(c)(3) | $35,000 | $0 | General Support |
| Chabad of West Houston | ||||||||
| 12645 Whittington Dr | Houston | TX | 77077 | 274030963 | 501(c)(3) | $9,000 | $0 | Senior Programming |
| Colel Chabad | ||||||||
| 806 Eastern Parkway | Brooklyn | NY | 11213 | 113254483 | 501(c)(3) | $60,000 | $0 | Food Security |
| Congregation Beth El | ||||||||
| 3900 Raoul Wallenberg Ln | Missouri City | TX | 77459 | 121760042 | 501(c)(3) | $10,000 | $0 | General Support |
| Congregation Beth Shalom | ||||||||
| 5125 Shadow Bend Pl | The Woodlands | TX | 77381 | 760030790 | 501(c)(3) | $10,000 | $0 | General Support |
| Congregation Beth Yeshurun | ||||||||
| 4525 Beechnut Blvd | Houston | TX | 77096 | 741222268 | 501(c)(3) | $10,000 | $0 | Disabilities program |
| Congregation Emanu El | ||||||||
| 1500 Sunset Blvd | Houston | TX | 77005 | 741109756 | 501(c)(3) | $57,936 | $0 | General Support |
| Coordinating Council for Jewish Homeland | ||||||||
| 567 Cedar Hill Rd Ste 106 | Far Rockaway | NY | 11691 | 261320314 | 501(c)(3) | $200,000 | $0 | General Support |
| Ellen Boniuk Early Childhood School | ||||||||
| 5601 S Braeswood Blvd | Houston | TX | 77096 | 741198298 | 501(c)(3) | $23,936 | $0 | Scholarship Support |
| EmeryWeiner School | ||||||||
| 9825 Stella Link | Houston | TX | 77025 | 421569069 | 501(c)(3) | $343,475 | $0 | General Support; Scholarships |
| Emunah of America | ||||||||
| 500 7th Ave 8th Floor | NEW YORK | NY | 10018 | 132670365 | 501(c)(3) | $150,000 | $0 | General Support |
| ERJCC JRIDE | ||||||||
| 5601 S Braeswood Blvd | Houston | TX | 77096 | 741198298 | 501(c)(3) | $25,000 | $0 | Senior Programming |
| Evelyn Rubenstein Jewish Comm Ctr | ||||||||
| 5601 S Braeswood Blvd | Houston | TX | 77096 | 741198298 | 501(c)(3) | $547,360 | $0 | General Support |
| Friends of Givat Haviva | ||||||||
| 500 7th Ave 8th Floor | New York | NY | 10018 | 132584337 | 501(c)(3) | $20,000 | $0 | General Support |
| Friends of Israel Defense Forces | ||||||||
| 60 E 42nd St | New York | NY | 10165 | 133156445 | 501(c)(3) | $200,500 | $0 | Emergency Support |
| Friendship Circle | ||||||||
| 10101 Fondren Rd 510 | Houston | TX | 77096 | 464596952 | 501(c)(3) | $10,000 | $0 | Disabilities program |
| Goldberg Montessori School | ||||||||
| 4610 Bellaire Blvd | Bellaire | TX | 77401 | 450519502 | 501(c)(3) | $55,061 | $0 | General Support; Scholarships |
| Greene Family Camp | ||||||||
| 1192 Smith Lane | Bruceville | TX | 76630 | 131663143 | 501(c)(3) | $48,700 | $0 | Scholarships |
| Greene Family Camp | ||||||||
| 1192 Smith Lane | Bruceville | TX | 76630 | 131663143 | 501(c)(3) | $20,000 | $0 | General Support |
| Hand in Hand | ||||||||
| 2929 SW Multnomah Blvd 204 | Portland | OR | 97219 | 931269590 | 501(c)(3) | $47,500 | $0 | Preschool Teacher Training Program |
| Hillel at Texas A&M | ||||||||
| 800 George Bush Dr | College Station | TX | 77840 | 741398514 | 501(c)(3) | $29,000 | $0 | General Support - Young adults program |
| Holocaust Museum Houston | ||||||||
| 5401 Caroline St | Houston | TX | 77004 | 760331398 | 501(c)(3) | $20,000 | $0 | Holocaust survivor family program |
| Honeymoon Israel Foundation | ||||||||
| 2406 Mount Vernon Rd 130 | Atlanta | GA | 30338 | 471291052 | 501(c)(3) | $22,000 | $0 | Young adult programs |
| Houston Congregation for Reform Judaism | ||||||||
| 801 Bering Dr | Houston | TX | 77057 | 741457948 | 501(c)(3) | $10,000 | $0 | General Support |
| Houston Hillel | ||||||||
| 1700 Bissonnet St | Houston | TX | 77005 | 760684042 | 501(c)(3) | $68,000 | $0 | General Support |
| Houston Jewish Comm Fndn | ||||||||
| 5603 South Braeswood Blvd | Houston | TX | 77096 | 760187329 | 501(c)(3) | $2,712,324 | $0 | Endowment Support |
| Houston Jewish Comm Fndn - Disaster Relief Fund | ||||||||
| 5603 South Braeswood Blvd | Houston | TX | 77096 | 760187329 | 501(c)(3) | $51,800 | $0 | Disaster Relief |
| Houston Jewish Comm Fndn (Marvin Barish for Jewish ECE) | ||||||||
| 5603 South Braeswood Blvd | Houston | TX | 77096 | 760187329 | 501(c)(3) | $510,072 | $0 | Early Childhood |
| Houston Jewish Comm Fndn (Leo Baeck) | ||||||||
| 5603 South Braeswood Blvd | Houston | TX | 77096 | 760187329 | 501(c)(3) | $500,000 | $0 | Leo Baeck Education Center Endowment |
| Houston Jewish Comm Fndn (PJ Library) | ||||||||
| 5603 South Braeswood Blvd | Houston | TX | 77096 | 760187329 | 501(c)(3) | $102,755 | $0 | Endowment Support |
| Jack Segal Academy | ||||||||
| 4525 Beechnut | Houston | TX | 77096 | 800165161 | 501(c)(3) | $152,186 | $0 | Education |
| Jerusalem Great Synagogue | ||||||||
| 15 School St | Boston | MA | 02108 | 993683745 | 501(c)(3) | $200,000 | $0 | General Support |
| Jewish Children's Regional Services | ||||||||
| 3500 N Causeway Blvd 1120 | Metairie | LA | 70002 | 720408936 | 501(c)(3) | $20,000 | $0 | Scholarships |
| Jewish Federation of North America | ||||||||
| 25 Broadway Ste 1700 | New York | NY | 10004 | 131624240 | 501(c)(3) | $1,050,000 | $0 | General Support |
| Just One Life Inc | ||||||||
| 801 2nd Ave 21st floor | New York | NY | 10017 | 133533863 | 501(c)(3) | $200,000 | $0 | General Support |
| Meadows Mental Health Policy Institute | ||||||||
| 3003 Swiss Ave | Dallas | TX | 75204 | 463992618 | 501(c)(3) | $140,000 | $0 | Emergency support; mental health |
| Mesivta of Houston | ||||||||
| 11851 S Gessner Rd | Houston | TX | 77071 | 841761438 | 501(c)(3) | $19,775 | $0 | General Support |
| Moishe House | ||||||||
| 5802 Monroe Rd | Charlotte | NC | 28212 | 262599786 | 501(c)(3) | $32,000 | $0 | Young adult programs |
| NCSY Jewish Student Union (JSU) Clubs | ||||||||
| 10101 Fondren Ste 115 | Houston | TX | 77096 | 135623717 | 501(c)(3) | $30,000 | $0 | Youth programs |
| Nefesh B'Nefesh | ||||||||
| 50 Eisenhower Dr | Paramus | NJ | 07652 | 223804152 | 501(c)(3) | $200,000 | $0 | General support |
| PEF Israel Endowment Funds | ||||||||
| 630 Third Ave Ste 1500 | New York | NY | 10017 | 136104086 | 501(c)(3) | $305,000 | $0 | Emergency Support |
| PEF Israel Endowment Funds | ||||||||
| 630 3rd Ave 15th | New York | NY | 10017 | 136104086 | 501(c)(3) | $20,000 | $0 | Education |
| Robert M Beren Academy | ||||||||
| 11333 Cliffwood Dr | Houston | TX | 77035 | 741652136 | 501(c)(3) | $161,011 | $0 | Education |
| Save A Child's Heart Foundation | ||||||||
| 12320 Parklawn Dr | Rockville | MD | 20852 | 521783323 | 501(c)(3) | $250,000 | $0 | General Support |
| Seven Acres Jewish Senior Care Services | ||||||||
| 6200 N Braeswood Blvd | Houston | TX | 77074 | 741143086 | 501(c)(3) | $350,000 | $0 | Senior Programming |
| Shlenker School | ||||||||
| 5600 N Braeswood Blvd | Houston | TX | 77096 | 760686559 | 501(c)(3) | $146,811 | $0 | Education |
| Texas Hillel | ||||||||
| 2105 San Antonio St | Austin | TX | 78705 | 521758802 | 501(c)(3) | $56,000 | $0 | Young adult programs |
| The Gan Jewish Early Learning Center | ||||||||
| 25823 Budde Rd | Spring | TX | 77380 | 273322486 | 501(c)(3) | $19,236 | $0 | Scholarships |
| The Jewish Agency for Israel-North American Council | ||||||||
| 633 3rd Avenue 21st Floor | New York | NY | 10017 | 230053483 | 501(c)(3) | $300,000 | $0 | Emergency support |
| The Jewish Federations of North America | ||||||||
| 25 Broadway Ste 1700 | New York | NY | 10004 | 131624240 | 501(c)(3) | $4,064,000 | $0 | Emergency support |
| The Koby Mandell Foundation | ||||||||
| PO Box 156 | Tenafly | NJ | 07670 | 912169027 | 501(c)(3) | $125,000 | $0 | General Support |
| The Louis D Brandeis Center | ||||||||
| 1717 Pennsylvania Ave NW 1025 | Washington | DC | 20006 | 453204617 | 501(c)(3) | $250,000 | $0 | General Support |
| TOM - Tikkun Olam Makers | ||||||||
| 21650 Oxnard St Ste 2350 | Woodland Hills | CA | 91367 | 203585888 | 501(c)(3) | $125,000 | $0 | General Support |
| Torah Day School of Houston | ||||||||
| 10900 Fondren | Houston | TX | 77096 | 237278350 | 501(c)(3) | $101,180 | $0 | Education |
| Torah Girls Academy | ||||||||
| 7811 Ludington Dr | Houston | TX | 77071 | 208706360 | 501(c)(3) | $19,250 | $0 | Education |
| UH - Jewish Studies | ||||||||
| 5000 Gulf Freeway | Houston | TX | 77023 | 746001399 | 170(b) | $10,000 | $0 | Antisemitism |
| UT Chabad House | ||||||||
| 2101 Nueces St | Austin | TX | 78705 | 452530523 | 501(c)(3) | $48,000 | $0 | Youth programs |
| WIZO Florida | ||||||||
| 1132 Kane Concourse | Bay Harbor Islands | FL | 33154 | 133041381 | 501(c)(3) | $200,000 | $0 | General support |
| Worldwide Friends Fndn | ||||||||
| 1115 Broadway Ste 1143 | New York | NY | 10010 | 882071011 | 501(c)(3) | $125,000 | $0 | Emergency support |
| Yeshiva Torat Emet | ||||||||
| 11330 Braesridge Dr | Houston | TX | 77071 | 201354171 | 501(c)(3) | $216,636 | $0 | Education |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 87 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Teacher development scholarships | GrantTypeTxt |
| Recipient | 79 | RecipientCnt |
| Cash Grant | $170,152 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 2: | The Federation supports organizations that: provide vital assistance such as food, shelter and medical care; educate the youth of our community; provide senior care services & programming; facilitate leadership development and youth and adult engagement programming; reconnect Jews with the Jewish community; offer Jewish programming for young families and children and the community; develop Israel advocacy skills; support Israel travel for youth; and aid people with special needs. Once funds are granted, the Federation receives both mid-year and year-end reports. The Federation also works in partnership with these organizations to stay abreast of their programming and financial health. |
| Part IV- Additional Supplemental Information | The Jewish Federation of Greater Houston is reporting grants to the Jewish Federations of North America (JFNA), which is a 501(c)(3) domestic U.S. charity. In addition, JFNA, and its beneficiary agencies, United Israel Appeal (UIA), a subsidiary of JFNA, and the American Jewish Joint Distribution Committee (JDC) - both 501(c)(3) organizations - each file a separate Form 990 and detailed Schedule F. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Renee Wizig-Barrios | ||||||||||||||
| President/CEO | $362,500 | $0 | $0 | $0 | $7,200 | $0 | $25,879 | $0 | $12,485 | $0 | $408,064 | $0 | $0 | $0 |
| Karyn Ullman | ||||||||||||||
| Chief Philanthropy Officer | $242,292 | $0 | $0 | $0 | $0 | $0 | $8,471 | $0 | $2,667 | $0 | $253,430 | $0 | $0 | $0 |
| Jessica Segal | ||||||||||||||
| Chief Impact Officer | $153,321 | $0 | $0 | $0 | $0 | $0 | $5,353 | $0 | $11,174 | $0 | $169,848 | $0 | $0 | $0 |
| Taryn Baranowski | ||||||||||||||
| Chief Marketing Officer | $153,549 | $0 | $0 | $0 | $0 | $0 | $5,361 | $0 | $2,621 | $0 | $161,531 | $0 | $0 | $0 |
| Boris Siperstein | ||||||||||||||
| CFO/COO (thru 05/24) | $148,027 | $0 | $0 | $0 | $0 | $0 | $7,739 | $0 | $4,072 | $0 | $159,838 | $0 | $0 | $0 |
| Suzanne Jacobson | ||||||||||||||
| Sr. VP, Major Gifts | $143,310 | $0 | $0 | $0 | $0 | $0 | $5,107 | $0 | $1,640 | $0 | $150,057 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 1a | Eligible employees received a subsidy of $25/month for gym fees. These amounts were included in each employee's taxable compensation. |
| Part I, Lines 4a-b | Boris Siperstein received severance pay of $72,100 during calendar year 2024. The Federation made a contribution of $9,170 to a 457(b) qualified plan on behalf of President/CEO Renee Wizig-Barrios. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 7 | ContributionCnt |
| Noncash Contributions Rpt F990 | $73,876 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | NYSE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 2 | Elyse Spector Kalmans and Benjamin Warren have a family relationship. Joe Pryzant and Dori Goldman have a family relationship. Robin Stein and Sam Stein have a family relationship. |
| Form 990, Part VI, Section B, line 11b | Form 990 is reviewed by the Federation's CFOO, CEO, Finance Manager, and contract accountants before being emailed to Board members for review prior to filing with the IRS. |
| Form 990, Part VI, Section B, line 12c | A Conflict of Interest Statement is distributed to Board members every year and several follow-ups are made. If there are conflicts of interest, they are addressed with the President/CEO and the Board Chair. If appropriate, after discussion, the conflict is brought before the Board. |
| Form 990, Part VI, Section B, line 15 | The Board is responsible for determining the compensation of the organization's President/CEO after a review of comparable data of similarly sized sister organizations and other non-profit agencies in the Federation's geographic area. The amount is documented in the President/CEO's contract and may be updated for increases on an annual basis. The President/CEO recommends compensation for other officers to the Budget and Finance Committee after a review of comparable data of similarly sized sister organizations and other non-profit agencies in the geographic area. |
| Form 990, Part VI, Section C, line 19 | Upon request. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Houston Jewish Community Fdn | ||||||||||
| 5603 South Braeswood Blvd | Houston | TX | 77096 | 760187329 | Donor-centered community foundation | TX | 501(c)(3) | Line 7 | Jewish Federation of Greater Houston | Yes (1) |
| Mary L & William J Osher Fdn | ||||||||||
| 5603 South Braeswood Blvd | Houston | TX | 77096 | 205094518 | Support Jewish Federation of Greater Houston | TX | 501(c)(3) | Line 12a, I | Jewish Federation of Greater Houston | Yes (1) |
| The Becker Family Foundation | ||||||||||
| 5603 South Braeswood Blvd | Houston | TX | 77096 | 760560995 | Support Jewish Federation of Greater Houston | TX | 501(c)(3) | Line 12a, I | Jewish Federation of Greater Houston | Yes (1) |
| Alan F & Diane R Levin Fdn | ||||||||||
| 5603 South Braeswood Blvd | Houston | TX | 77096 | 760613294 | Support Jewish Federation & Hstn Jewish Comm Fdn | TX | 501(c)(3) | Line 12a, I | Jewish Federation & Houston Jewish Comm Fdn | Yes (1) |
| The Rauch Foundation | ||||||||||
| 5603 South Braeswood Blvd | Houston | TX | 77096 | 760300344 | Support Jewish Federation of Greater Houston | TX | 501(c)(3) | Line 12a, I | Jewish Federation of Greater Houston | Yes (1) |
| Donald & Martha Kaplan Freedman Fdn | ||||||||||
| 5603 South Braeswood Blvd | Houston | TX | 77096 | 455449056 | Support Houston Jewish Community Foundation | TX | 501(c)(3) | Line 12a, I | Houston Jewish Community Foundation | 0 |
| HJCF Investment Program LLC | ||||||||||
| 5603 South Braeswood Blvd | Houston | TX | 77096 | 994364770 | Support Houston Jewish Community Foundation | TX | 501(c)(3) | Line 12a, I | Houston Jewish Community Foundation | 0 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Extremis Corporation | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5603 South Braeswood Blvd | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77096 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 760492189 | EIN |
| Primary Activities | Dormant | PrimaryActivitiesTxt |
| Legal Domicile State | TX | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HJCF | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Houston Jewish Community Foundation | ||
| B | $3,825,151 | Cash |
| Houston Jewish Community Foundation | ||
| C | $3,454,832 | Cash |
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