JEWISH FREE LOAN ASSOCIATION: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- JEWISH FREE LOAN ASSOCIATION (EIN 95-1691014)
- Tax period
- 2022-09-01 to 2023-08-31
- Filed
- 2024-06-25
- IRS object ID
- 202421779349300442
- Schema version
- 2022v5.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-06-25T19:38:05-05:00 | ReturnTs |
| Tax Period End | 2023-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 946214841 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARMANINO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2700 CAMINO RAMON STE 350 | AddressLine1Txt |
| City | SAN RAMON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 945835004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951691014 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWISH FREE LOAN ASSOCIATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JEWI | BusinessNameControlTxt |
| Phone | 3237618830 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6505 WILSHIRE BOULEVARD 715 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90048 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RACHEL GROSE | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 3237618830 | PhoneNum |
| Signature | 2024-06-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RACHEL | PersonFirstNm |
| Person Last | GROSE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATY BROWN | PreparerPersonNm |
| PTIN | P00650274 | PTIN |
| Phone | 9257902600 | PhoneNum |
| Preparation | 2024-06-25 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | RACHEL GROSE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6505 WILSHIRE BOULEVARD 715 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90048 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,221,118 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.JFLA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1904 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | OFFER INTEREST-FREE LOANS TO INDIVIDUALS AND FAMILIES WHO MAY NOT QUALIFY FOR NORMAL LENDING. | ActivityOrMissionDesc |
| Voting Members Governing Body | 25 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 25 | VotingMembersIndependentCnt |
| Total Employee | 14 | TotalEmployeeCnt |
| Total Volunteers | 27 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,300,782 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,014,980 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $281,295 | PYInvestmentIncomeAmt |
| CY Investment Income | $313,929 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$148,851 | PYOtherRevenueAmt |
| CY Other Revenue | -$24,720 | CYOtherRevenueAmt |
| PY Total Revenue | $3,433,226 | PYTotalRevenueAmt |
| CY Total Revenue | $3,304,189 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,203,067 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,254,313 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $503,920 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $899,736 | PYOtherExpensesAmt |
| CY Other Expenses | $909,258 | CYOtherExpensesAmt |
| PY Total Expenses | $2,102,803 | PYTotalExpensesAmt |
| CY Total Expenses | $2,163,571 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,330,423 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,140,618 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $24,119,255 | TotalAssetsBOYAmt |
| Total Assets EOY | $25,667,910 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $954,786 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,082,250 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $23,164,469 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $24,585,660 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE JEWISH FREE LOAN ASSOCIATION OF LOS ANGELES (JFLA) OFFERS INTEREST-FREE LOANS ON A NON-SECTARIAN BASIS TO INDIVIDUALS AND FAMILIES WHOSE NEEDS ARE URGENT AND WHO MAY NOT QUALIFY THROUGH NORMAL FINANCIAL RESOURCES. (SEE CONTINUATION ON SCHEDULE O)INTEREST-FREE LOANS INSTEAD OF CHARITY FILL AN IMPORTANT GAP IN OUR SOCIAL SYSTEM BY PROMOTING SELF-SUFFICIENCY WITH DIGNITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,406,484 | ExpenseAmt |
| Desc | JFLA GRANTED 943 LOANS DURING THE FISCAL YEAR (9/1/22 THROUGH 8/31/23) FOR EDUCATION, EMERGENCY NEEDS, SMALL BUSINESSES, AND JEWISH CONTINUITY. AT AUGUST 31, 2023, JFLA HAD OVER 2,944 LOANS OUTSTANDING IN THE COMMUNITY. | Desc |
| Total Program Service Expenses | $1,406,484 | 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 | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | 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 | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 27 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 14 | 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 | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| 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 | 25 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 25 | 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 |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| 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 | ADAM LEVINE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3237618838 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6505 WILSHIRE BLVD SUITE 715 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90048 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| BRANDON LEVIN | ||||||
| PRESIDENT | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| TOM WALSMITH | ||||||
| 1ST VICE PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DAVID HORVITZ | ||||||
| 2ND VICE PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LINDA FEINHOLZ | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOEL GLUCOFT | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ARON ABECASSIS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LESLIE ARONZON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ADEENA BLEICH | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| AARON BLOOM | ||||||
| DIRECTOR (THRU 06/23) | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ERWIN DILLER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ALAN FEIT | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GERALD FELDMAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JONATHAN GERBER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| EVELYN JEROME-ALEXANDER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| IVAN KALLICK | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ABBY KOHN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES A KOHN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| EILEEN J LEWIS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JORDAN LURIE | ||||||
| DIRECTOR (THRU 06/23) | 1.00 | Yes (X) | $0 | $0 | $0 | |
| EVA PLAZA MANDEL | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LYNDON PARKER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TONY SAUBER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ALAN SPIWAK | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MITCHELL STEIN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| HAROLD TOMIN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| AARON WERNER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SAM YEBRI | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RACHEL B GROSE | ||||||
| EXECUTIVE DIRECTOR | 37.50 | Yes (X) | $260,333 | $0 | $13,500 | |
| ADAM LEVINE | ||||||
| DIRECTOR OF FINANCE | 37.50 | Yes (X) | $115,000 | $0 | $10,803 | |
| SARA ROBYN | ||||||
| CHIEF ENGAGEMENT OFFICER | 37.50 | Yes (X) | $68,149 | $0 | $3,857 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $443,482 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $28,160 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | 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 | GLYPHIX | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4411 NATOMA AVENUE | AddressLine1Txt |
| City | WOODLAND HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91364 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | MARKETING | ServicesDesc |
| Compensation | $400,897 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $160,944 | FundraisingAmt |
| Government Grants | $20,000 | GovernmentGrantsAmt |
| All Other Contributions | $2,834,036 | AllOtherContributionsAmt |
| Noncash Contributions | $22,596 | NoncashContributionsAmt |
| Total Contributions | $3,014,980 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $314,690 | TotalRevenueColumnAmt |
| Exclusion | $314,690 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $889,092 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $889,853 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$761 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$761 | TotalRevenueColumnAmt |
| Exclusion | -$761 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $2,356 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $160,944 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $27,076 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$24,720 | TotalRevenueColumnAmt |
| Exclusion | -$24,720 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,304,189 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $289,209 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $456,387 | TotalAmt |
| Program Services | $207,887 | ProgramServicesAmt |
| Management And General | $124,497 | ManagementAndGeneralAmt |
| Fundraising | $124,003 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $593,159 | TotalAmt |
| Program Services | $416,102 | ProgramServicesAmt |
| Management And General | $30,829 | ManagementAndGeneralAmt |
| Fundraising | $146,228 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,904 | TotalAmt |
| Program Services | $65,886 | ProgramServicesAmt |
| Management And General | $13,894 | ManagementAndGeneralAmt |
| Fundraising | $27,124 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,664 | TotalAmt |
| Program Services | $14,676 | ProgramServicesAmt |
| Management And General | $885 | ManagementAndGeneralAmt |
| Fundraising | $9,103 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,199 | TotalAmt |
| Program Services | $43,664 | ProgramServicesAmt |
| Management And General | $10,542 | ManagementAndGeneralAmt |
| Fundraising | $18,993 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,725 | TotalAmt |
| Program Services | $13,556 | ProgramServicesAmt |
| Management And General | $3,273 | ManagementAndGeneralAmt |
| Fundraising | $5,896 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,833 | TotalAmt |
| Management And General | $34,833 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,000 | TotalAmt |
| Program Services | $12,000 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $299,350 | TotalAmt |
| Program Services | $194,669 | ProgramServicesAmt |
| Management And General | $14,965 | ManagementAndGeneralAmt |
| Fundraising | $89,716 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $312,946 | TotalAmt |
| Program Services | $291,767 | ProgramServicesAmt |
| Fundraising | $21,179 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,462 | TotalAmt |
| Program Services | $17,169 | ProgramServicesAmt |
| Management And General | $2,146 | ManagementAndGeneralAmt |
| Fundraising | $2,147 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,639 | TotalAmt |
| Program Services | $6,527 | ProgramServicesAmt |
| Management And General | $936 | ManagementAndGeneralAmt |
| Fundraising | $5,176 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,977 | TotalAmt |
| Program Services | $26,233 | ProgramServicesAmt |
| Management And General | $6,334 | ManagementAndGeneralAmt |
| Fundraising | $11,410 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,342 | TotalAmt |
| Program Services | $1,726 | ProgramServicesAmt |
| Management And General | $247 | ManagementAndGeneralAmt |
| Fundraising | $1,369 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,679 | TotalAmt |
| Program Services | $867 | ProgramServicesAmt |
| Management And General | $124 | ManagementAndGeneralAmt |
| Fundraising | $688 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,406 | TotalAmt |
| Program Services | $15,525 | ProgramServicesAmt |
| Management And General | $1,941 | ManagementAndGeneralAmt |
| Fundraising | $1,940 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,196 | TotalAmt |
| Program Services | $12,643 | ProgramServicesAmt |
| Management And General | $3,053 | ManagementAndGeneralAmt |
| Fundraising | $5,500 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROGRAM COSTS | $33,021 | $33,021 | ||
| DUES AND SUBSCRIPTIONS | $31,356 | $16,193 | $2,321 | $12,842 |
| MISCELLANEOUS | $16,569 | $8,556 | $1,227 | $6,786 |
| ANNUAL REPORT | $15,136 | $7,817 | $1,120 | $6,199 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,621 | TotalAmt |
| Fundraising | $7,621 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,163,571 | TotalAmt |
| Program Services | $1,406,484 | ProgramServicesAmt |
| Management And General | $253,167 | ManagementAndGeneralAmt |
| Fundraising | $503,920 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $601,251 | BOYAmt |
| EOY | $231,943 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,158 | BOYAmt |
| EOY | $613,414 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,184,000 | BOYAmt |
| EOY | $1,009,150 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,685,460 | BOYAmt |
| EOY | $16,996,334 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,788 | BOYAmt |
| EOY | $61,467 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $364,288 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $270,305 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $108,382 | BOYAmt |
| EOY | $93,983 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,473,216 | BOYAmt |
| EOY | $6,661,619 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,119,255 | BOYAmt |
| EOY | $25,667,910 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $99,575 | BOYAmt |
| EOY | $243,295 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,640 | BOYAmt |
| EOY | $71,640 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $783,571 | BOYAmt |
| EOY | $767,315 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $954,786 | BOYAmt |
| EOY | $1,082,250 | 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 | $3,011,958 | BOYAmt |
| EOY | $3,538,173 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,152,511 | BOYAmt |
| EOY | $21,047,487 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,164,469 | BOYAmt |
| EOY | $24,585,660 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,119,255 | BOYAmt |
| EOY | $25,667,910 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,140,618 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $280,573 | 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| 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 | $2,097,669 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,677,479 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,791,870 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,300,782 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,014,980 | CurrentTaxYearAmt |
| Total | $15,882,780 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,097,669 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,677,479 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,791,870 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,300,782 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,014,980 | CurrentTaxYearAmt |
| Total | $15,882,780 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $573,043 | SubstantialContributorsTotAmt |
| Public Support Total170 | $15,309,737 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $186,651 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $151,104 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $186,958 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $282,092 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $314,690 | CurrentTaxYearAmt |
| Total | $1,121,495 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $63,071 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $63,071 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $39,520 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,428 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $477 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $165 | CurrentTaxYearMinus1YearAmt |
| Total | $48,590 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $17,115,936 | TotalSupportAmt |
| Public Support CY170 | 0.89450 | PublicSupportCY170Pct |
| Public Support PY170 | 0.88910 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | MISCELLANEOUS - 2018 AMOUNT: $ 39,520. 2019 AMOUNT: $ 8,428. 2020 AMOUNT: $ 477. 2021 AMOUNT: $ 165. 2022 AMOUNT: $ 0. | ExplanationTxt |
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 | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $12,000 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $12,000 | 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 ORGANIZATION PAID A LOBBYING FIRM TO LOBBY CALIFORNIA LEGISLATORS TO PASS A BILL THAT WOULD HAVE MADE A LOT OF FUNDS AVAILABLE TO STUDENT BORROWERS. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | Yes (1) | AgentTrusteeEtcInd |
| Beginning Balance | $71,640 | BeginningBalanceAmt |
| Additions During Year | $0 | AdditionsDuringYearAmt |
| Distributions During Year | $0 | DistributionsDuringYearAmt |
| Ending Balance | $71,640 | EndingBalanceAmt |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $208,778 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $18,558 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $10,903 | OtherExpendituresAmt |
| End Year Balance | $216,433 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $262,889 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$42,338 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $11,773 | OtherExpendituresAmt |
| End Year Balance | $208,778 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $250,500 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $24,914 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $12,525 | OtherExpendituresAmt |
| End Year Balance | $262,889 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $250,500 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $11,789 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $11,789 | OtherExpendituresAmt |
| End Year Balance | $250,500 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $250,500 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $3,276 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,276 | OtherExpendituresAmt |
| End Year Balance | $250,500 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $364,288 | OtherCostOrOtherBasisAmt |
| Depreciation | $270,305 | DepreciationAmt |
| Book Value | $93,983 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $93,983 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO JEWISH FEDERATION COUNCIL OF GLA | $40,000 |
| LOAN FUND CONTROLLED BY THIRD PARTIES | $727,315 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $767,315 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,601,368 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $280,573 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $280,573 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,320,795 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$16,606 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$16,606 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,304,189 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,180,177 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $16,606 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $16,606 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,163,571 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,163,571 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | JFLA ADMINISTERS LOAN FUNDS ON BEHALF OF FOUR OTHER NONPROFIT ORGANIZATIONS. THE AMOUNTS ADVANCED BY THOSE ORGANIZATIONS ARE INCLUDED AS LIABILITIES WITHIN THE STATEMENT OF FINANCIAL POSITION. THE FUNDS HAVE SIMILAR CRITERIA TO CERTAIN OF JFLA'S OWN FUNDS. JFLA IS REQUIRED TO KEEP SEPARATE ACCOUNTING FOR EACH OF THESE FUNDS. RELATED ASSETS ARE INCLUDED IN INTEREST FREE LOANS RECEIVABLE OR IN SEGREGATED CASH AND INVESTMENTS ACCOUNTS. |
| PART V, LINE 4: | THE PURPOSE OF THE ENDOWMENT IS TO GENERATE INCOME FOR ORGANIZATION OPERATIONS. |
| PART X, LINE 2: | JFLA IS A NONPROFIT PUBLIC BENEFIT CORPORATION ORGANIZED UNDER THE LAWS OF CALIFORNIA AND, AS SUCH, IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER INTERNAL REVENUE CODE ("IRC") SECTION 501(C)(3) AND THE CORRESPONDING STATE PROVISION. JFLA HAS EVALUATED ITS TAX POSITIONS AND CONCLUDED THAT ITS TAX-EXEMPT STATUS HAS BEEN MAINTAINED AND THAT IT HAS NO UNCERTAIN TAX POSITIONS REQUIRING ADJUSTMENTS TO THE FINANCIAL STATEMENTS. AS A RESULT, NO PROVISION FOR INCOME TAXES HAS BEEN RECORDED. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | DIRECT FUNDRAISING EXPENSES -16,606. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | DIRECT FUNDRASING EXPENSES 16,606. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | FEIT GALA | Event1Nm |
| Gross Receipts Event1 | $86,731 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $86,731 | CharitableContriEvent1Amt |
| Other Direct Expenses Event1 | $7,080 | OtherDirectExpensesEvent1Amt |
| Event2 | ANNUAL GALA | Event2Nm |
| Gross Receipts Event2 | $71,694 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $71,694 | CharitableContriEvent2Amt |
| Other Direct Expenses Event2 | $13,762 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $4,875 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $2,519 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $2,356 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $3,491 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $375 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $2,368 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $163,300 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $160,944 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $2,356 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $3,491 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $375 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $23,210 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $27,076 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$24,720 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | 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 | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RACHEL B GROSE | PersonNm |
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Base Compensation Filing Org | $215,333 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $45,000 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $6,900 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $6,600 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $273,833 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | BONUS AMOUNTS PAID ARE DISCRETIONARY. FOR THE EXECUTIVE DIRECTOR, THE BOARD DETERMINES ANY BONUSES TO BE PAID. FOR THE STAFF, THE EXECUTIVE DIRECTOR DETERMINES ANY BONUSES TO BE PAID. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | BOARD MEMBERS ABBY KOHN AND JAMES KOHN HAVE A FAMILY RELATIONSHIP. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE ORGANIZATION'S 990 IS DRAFTED BY ITS OUTSIDE ACCOUNTANTS WITH GUIDANCE FROM MANAGEMENT. THE OUTSIDE ACCOUNTANTS PROVIDE A COPY OF THE DRAFT 990 TO MANAGEMENT WHO REVIEWS AND APPROVES AND THEN FORWARDS TO THE ORGANIZATION'S AUDIT COMMITTEE CHAIR FOR REVIEW. FOLLOWING MANAGEMENT AND THE AUDIT COMMITTEE CHAIR'S REVIEW, THE RETURN IS PRESENTED TO THE FULL BOARD FOR ITS REVIEW BEFORE THE RETURN IS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION DISTRIBUTES ITS CONFLICT OF INTEREST POLICY AND A FORM TO DISCLOSE ANY CONFLICTS TO ITS BOARD OF DIRECTORS, OFFICERS AND KEY EMPLOYEES ON AN ANNUAL BASIS. IF AN INTERESTED PERSON BECOMES AWARE OF A POTENTIAL CONFLICT OF INTEREST THEY MUST PROMPTLY DISCLOSE TO JEWISH FREE LOAN ASSOCIATION (JFLA) THROUGH THE EXECUTIVE DIRECTOR OR THE PRESIDENT OF THE BOARD THE EXISTENCES OF ANY FINANCIAL INTEREST GIVING RISE TO A POTENTIAL CONFLICT OF INTEREST, AND PROVIDE ALL MATERIAL FACTS. THE PRESIDENT MUST INFORM THE EXECUTIVE COMMITTEE OF THE SITUATION. IF THE EXECUTIVE COMMITTEE AGREE THAT THERE WERE VIOLATIONS BY THE INTERESTED PERSON, THE EXECUTIVE COMMITTEE WILL THEN RECOMMEND TO THE BOARD FOR ACTION DISCIPLINARY AND CORRECTIVE MEASURES APPROPRIATE TO THE SITUATION. CURRENTLY JFLA IS WORKING ON DEVELOPING A MORE DETAILED POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EXECUTIVE DIRECTOR'S SALARY IS REVIEWED AND APPROVED BY AN INDEPENDENT BOARD OF DIRECTORS IN A CLOSED DOOR SESSION IN WHICH ALL MEETINGS ARE DOCUMENTED. THE BOARD REVIEWS THE EXECUTIVE DIRECTOR'S SALARY USING THE SOUTHERN CALIFORNIA CENTER FOR NONPROFIT MANAGEMENT COMPENSATION AND BENEFITS SURVEY AND OTHER ORGANIZATIONS' ISSUED FORM 990S. THE BOARD COMPARES THE EXECUTIVE DIRECTOR'S SALARY TO SALARIES OF THE EXECUTIVES AT THE FREE LOAN ASSOCIATIONS IN NEW YORK AND SAN FRANCISCO, AS WELL AS TO EXECUTIVES WITHIN THE JEWISH FEDERATION SYSTEM. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | CONSULTING: PROGRAM SERVICE EXPENSES 190,888. MANAGEMENT AND GENERAL EXPENSES 14,152. FUNDRAISING EXPENSES 88,251. TOTAL EXPENSES 293,291. OUTSIDE SERVICES: PROGRAM SERVICE EXPENSES 3,781. MANAGEMENT AND GENERAL EXPENSES 813. FUNDRAISING EXPENSES 1,465. TOTAL EXPENSES 6,059. |
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