JEWISH FAMILY & CHILDRENS SERVICE OF LONG BEACH-WEST ORANGE COUNTY: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- JEWISH FAMILY & CHILDRENS SERVICE OF LONG BEACH-WEST ORANGE COUNTY (EIN 95-2273033)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-12
- IRS object ID
- 202423189349300202
- Schema version
- 2023v5.1
- 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 G
- Schedule I
- Schedule J
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-12T09:23:34-00:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 834701792 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lewis Sharpstone & Co | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5074 Tendilla Ave | AddressLine1Txt |
| City | Woodland Hills | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91364 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 952273033 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWISH FAMILY AND CHILDREN'S SERVICE OF LONG BEACH AND ORANGE COUNTY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JEWI | BusinessNameControlTxt |
| Phone | 5624277916 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3801 E WILLOW | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90815 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM OLDFIELD III | PersonNm |
| Person Title | CHIEF EXECUTIVE OFFICER | PersonTitleTxt |
| Phone | 5624277916 | PhoneNum |
| Signature | 2024-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LEWIS SHARPSTONE | PreparerPersonNm |
| PTIN | P02256953 | PTIN |
| Phone | 8185701960 | PhoneNum |
| Preparation | 2024-11-12 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Change | Yes (X) | NameChangeInd |
| Principal Officer | WILLIAM OLDFIELD III | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3801 E WILLOW | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90815 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,069,852 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | JFCSLONGBEACH.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1958 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | PROVIDE COUNSELING AND SUPPORT SERVICES | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 23 | VotingMembersIndependentCnt |
| Total Employee | 25 | TotalEmployeeCnt |
| Total Volunteers | 100 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $830,260 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,368,326 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $147,269 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $110,329 | CYProgramServiceRevenueAmt |
| PY Investment Income | $149,290 | PYInvestmentIncomeAmt |
| CY Investment Income | $331,160 | CYInvestmentIncomeAmt |
| PY Other Revenue | $80,994 | PYOtherRevenueAmt |
| CY Other Revenue | -$17,825 | CYOtherRevenueAmt |
| PY Total Revenue | $1,207,813 | PYTotalRevenueAmt |
| CY Total Revenue | $1,791,990 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $213,242 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,082,089 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,221,557 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $234,979 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $351,455 | PYOtherExpensesAmt |
| CY Other Expenses | $339,573 | CYOtherExpensesAmt |
| PY Total Expenses | $1,433,544 | PYTotalExpensesAmt |
| CY Total Expenses | $1,774,372 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$225,731 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $17,618 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $8,826,185 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,994,656 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $96,224 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $421,085 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $8,729,961 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $9,573,571 | NetAssetsOrFundBalancesEOYAmt |
| Mission | JEWISH FAMILY AND CHILDRENS SERVICE OF LONG BEACH AND ORANGE COUNTY JFCS IS AN INDEPENDENT, NON-SECTARIAN ORGANIZATION WHOSE MISSION IS TO EMPOWER PEOPLE TO MAKE POSITIVE CHANGES THROUGH PROFESSIONAL, AFFORDABLE COUNSELING AND SUPPORT SERVICES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,262,028 | ExpenseAmt |
| Grant | $213,242 | GrantAmt |
| Revenue | $110,329 | RevenueAmt |
| Desc | MENTAL HEALTH CARE AND SUPPORT SERVICES IN 2023, THE ORGANIZATION PROVIDED 9,077 HOURS OF COUNSELING TO OVER 700 CHILDREN, ADULTS, FAMILIES AND SENIORS SUFFERING WITH ISSUES SUCH AS DEPRESSION, SUICIDE, GRIEF, ANGER, AND ANXIETY. MORE THAN 85 EARN BELOW 200 OF THE FEDERAL POVERTY LEVEL.THE ORGANIZATION HELPED 37 SURVIVORS OF DOMESTIC VIOLENCE LEARN ABOUT THE CYCLE OF VIOLENCE THROUGH A 14 WEEK COURT APPROVED EDUCATION AND PREVENTION PROGRAM. IN CONNECTION WITH PROVIDING THESE SERVICES THE ORGANIZATION ALSO PROVIDED 337 INDIVIDUALS WITH BASIC NEEDS SUCH AS FOOD, RENT AND UTILITIES ASSISTANCE WHICH ALSO INCLUDED 85 REFUGEES. LASTLY, AND ALSO IN CONNECTION WITH THE PROVISION OF THESE SERVICES THE ORGANIZATION AWARDED 8 LOCAL LOW-INCOME STUDENTS WITH EDUCATIONAL SCHOLARSHIPS. | Desc |
| Total Program Service Expenses | $1,262,028 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 4 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 25 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Excs Tax Sect4951 Or4952 Or4953 | false | ExcsTaxSect4951Or4952Or4953Ind |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 23 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (true) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ERIKA MEJIA | PersonNm |
| Phone | 5624277916 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3801 E WILLOW | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90815 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|
| WILLIAM OLDFIELD III | ||||||
| CHIEF EXECUTIVE OFFICER | 040.00 | Yes (X) | $140,454 | $0 | $15,950 | |
| MARK RAPP | ||||||
| BOARD PRESIDENT | 040.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| RICK BURNEY | ||||||
| 1ST VP/TREASURER | 008.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| GAIL LEVY | ||||||
| 2ND VP | 008.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ANDI WAKS | ||||||
| SECRETARY | 008.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| GAEL LIBBY | ||||||
| BOARD MEMBER | 002.00 | $0 | $0 | $0 | Yes (X) | |
| RAYMOND CERVANTEZ | ||||||
| BOARD MEMBER | 002.00 | $0 | $0 | $0 | Yes (X) | |
| ABHA PANDYA | ||||||
| BOARD MEMBER | 002.00 | $0 | $0 | $0 | Yes (X) | |
| KARIN POLACHECK | ||||||
| BOARD MEMBER | 002.00 | $0 | $0 | $0 | Yes (X) | |
| NORMA STEIN | ||||||
| BOARD MEMBER | 002.00 | $0 | $0 | $0 | Yes (X) | |
| VIC SCHNEIDMAN | ||||||
| BOARD MEMBER | 002.00 | $0 | $0 | $0 | Yes (X) | |
| BONNIE LOWENTHAL | ||||||
| BOARD MEMBER | 002.00 | $0 | $0 | $0 | Yes (X) | |
| JOANNE RATNER | ||||||
| BOARD MEMBER | 002.00 | $0 | $0 | $0 | Yes (X) | |
| HELENE ANSEL | ||||||
| BOARD MEMBER | 002.00 | $0 | $0 | $0 | Yes (X) | |
| JESSICA GARCIA | ||||||
| BOARD MEMBER | 002.00 | $0 | $0 | $0 | Yes (X) | |
| MARK GUILLEN | ||||||
| BOARD MEMBER | 002.00 | $0 | $0 | $0 | Yes (X) | |
| JONATHAN KASS | ||||||
| BOARD MEMBER | 002.00 | $0 | $0 | $0 | Yes (X) | |
| NICOLE MALINA | ||||||
| BOARD MEMBER | 002.00 | $0 | $0 | $0 | Yes (X) | |
| ANDRES MOLINA | ||||||
| BOARD MEMBER | 002.00 | $0 | $0 | $0 | Yes (X) | |
| NANCY SCHNEIDER | ||||||
| BOARD MEMBER | 002.00 | $0 | $0 | $0 | Yes (X) | |
| MIKE GREENSPAN FROM JAN 2O23 | ||||||
| BOARD MEMBER | 002.00 | $0 | $0 | $0 | Yes (X) | |
| FAY ABED FROM JAN 2O23 | ||||||
| BOARD MEMBER | 002.00 | $0 | $0 | $0 | Yes (X) | |
| KATHRYN FLIPPEN FROM JAN 2O23 | ||||||
| BOARD MEMBER | 002.00 | $0 | $0 | $0 | Yes (X) | |
| CARL COHN FROM JAN 2O23 | ||||||
| BOARD MEMBER | 002.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $140,454 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $15,950 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Fundraising | $139,663 | FundraisingAmt |
| Government Grants | $607,568 | GovernmentGrantsAmt |
| All Other Contributions | $621,095 | AllOtherContributionsAmt |
| Total Contributions | $1,368,326 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COUNSELING FEES FROM INDIVIDUALS | Desc |
| Business | 624100 | BusinessCd |
| Total Revenue Column | $110,329 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $110,329 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $110,329 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $222,201 | TotalRevenueColumnAmt |
| Exclusion | $222,201 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $361,196 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $252,237 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $108,959 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $108,959 | TotalRevenueColumnAmt |
| Exclusion | $108,959 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $7,800 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $139,663 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $25,625 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$17,825 | TotalRevenueColumnAmt |
| Exclusion | -$17,825 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,791,990 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $110,329 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $313,335 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $213,242 | TotalAmt |
| Program Services | $213,242 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $158,510 | TotalAmt |
| Program Services | $22,231 | ProgramServicesAmt |
| Management And General | $136,279 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $934,890 | TotalAmt |
| Program Services | $714,308 | ProgramServicesAmt |
| Management And General | $29,512 | ManagementAndGeneralAmt |
| Fundraising | $191,070 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,475 | TotalAmt |
| Program Services | $10,465 | ProgramServicesAmt |
| Management And General | $1,338 | ManagementAndGeneralAmt |
| Fundraising | $2,672 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,396 | TotalAmt |
| Program Services | $24,892 | ProgramServicesAmt |
| Management And General | $1,720 | ManagementAndGeneralAmt |
| Fundraising | $6,784 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,286 | TotalAmt |
| Program Services | $54,511 | ProgramServicesAmt |
| Management And General | $13,879 | ManagementAndGeneralAmt |
| Fundraising | $11,896 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,535 | TotalAmt |
| Management And General | $45,535 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees For Services Prof Fundraising | FeesForServicesProfFundraising |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,000 | TotalAmt |
| Management And General | $30,000 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,343 | TotalAmt |
| Program Services | $25,303 | ProgramServicesAmt |
| Management And General | $2,285 | ManagementAndGeneralAmt |
| Fundraising | $3,755 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,970 | TotalAmt |
| Program Services | $4,012 | ProgramServicesAmt |
| Management And General | $362 | ManagementAndGeneralAmt |
| Fundraising | $596 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,532 | TotalAmt |
| Program Services | $17,383 | ProgramServicesAmt |
| Management And General | $1,570 | ManagementAndGeneralAmt |
| Fundraising | $2,579 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,531 | TotalAmt |
| Program Services | $74,278 | ProgramServicesAmt |
| Management And General | $4,127 | ManagementAndGeneralAmt |
| Fundraising | $4,126 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,432 | TotalAmt |
| Program Services | $38,189 | ProgramServicesAmt |
| Management And General | $2,122 | ManagementAndGeneralAmt |
| Fundraising | $2,121 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,478 | TotalAmt |
| Program Services | $8,459 | ProgramServicesAmt |
| Management And General | $764 | ManagementAndGeneralAmt |
| Fundraising | $1,255 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,377 | TotalAmt |
| Program Services | $3,534 | ProgramServicesAmt |
| Management And General | $319 | ManagementAndGeneralAmt |
| Fundraising | $524 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,929 | TotalAmt |
| Program Services | $29,812 | ProgramServicesAmt |
| Management And General | $2,693 | ManagementAndGeneralAmt |
| Fundraising | $4,424 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| BANK FEES AND LICENSES | $16,116 | $13,010 | $1,175 | $1,931 |
| EQUIPMENT RENTAL AND MAINTENANCE | $6,581 | $5,313 | $480 | $788 |
| COMMUNITY OUTREACH | $3,823 | $3,086 | $279 | $458 |
| BOARD DEVELOPMENT ACTIVITIES | $2,926 | $2,926 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,774,372 | TotalAmt |
| Program Services | $1,262,028 | ProgramServicesAmt |
| Management And General | $277,365 | ManagementAndGeneralAmt |
| Fundraising | $234,979 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $186,466 | BOYAmt |
| EOY | $318,072 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $659,443 | BOYAmt |
| EOY | $959,865 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,700 | BOYAmt |
| EOY | $172,452 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $138,435 | BOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $4,419 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $107,447 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $56,522 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,109 | BOYAmt |
| EOY | $50,925 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,528,802 | BOYAmt |
| EOY | $8,234,268 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $250,230 | BOYAmt |
| EOY | $254,655 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,826,185 | BOYAmt |
| EOY | $9,994,656 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,224 | BOYAmt |
| EOY | $158,916 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $262,169 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,224 | BOYAmt |
| EOY | $421,085 | 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 | $8,416,280 | BOYAmt |
| EOY | $8,906,138 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $313,681 | BOYAmt |
| EOY | $667,433 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,729,961 | BOYAmt |
| EOY | $9,573,571 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,826,185 | BOYAmt |
| EOY | $9,994,656 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $17,618 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $825,992 | NetUnrlzdGainsLossesInvstAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | 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 | $1,334,739 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,002,072 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,377,211 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $830,260 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,368,326 | CurrentTaxYearAmt |
| Total | $5,912,608 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,334,739 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,002,072 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,377,211 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $830,260 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,368,326 | CurrentTaxYearAmt |
| Total | $5,912,608 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $528,522 | SubstantialContributorsTotAmt |
| Public Support Total170 | $5,384,086 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $191,663 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $158,847 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $212,340 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $150,911 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $222,201 | CurrentTaxYearAmt |
| Total | $935,962 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $131,008 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $92,003 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $38,641 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $80,994 | CurrentTaxYearMinus1YearAmt |
| Total | $342,646 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $7,191,216 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,224,897 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.74870 | PublicSupportCY170Pct |
| Public Support PY170 | 0.60310 | 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
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $18,510 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $18,510 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,755,862 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,774,372 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $238,719 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $59,680 | FilingOrganizationsTotalAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $18,510 | CurrentYearAmt |
| Total | $18,510 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | Yes (true) | VolunteersInd |
| Paid Staff Or Management | Yes (true) | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (true) | DirectContactLegislatorsInd |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | false | OtherActivitiesInd |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | II-B 1 | FormAndLineReferenceDesc |
| Explanation | LEGISLATIVE VISITS, CALLS, EMAILS TO SUPPORT LEGISLATIVE BILLS AND BUDGETS. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,522,129 | BeginningYearBalanceAmt |
| End Year Balance | $7,522,129 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $52,977 | BeginningYearBalanceAmt |
| Contributions | $7,469,152 | ContributionsAmt |
| End Year Balance | $7,522,129 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $52,977 | BeginningYearBalanceAmt |
| End Year Balance | $52,977 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $52,977 | BeginningYearBalanceAmt |
| End Year Balance | $52,977 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $52,977 | BeginningYearBalanceAmt |
| End Year Balance | $52,977 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.99000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.01000 | PrmnntEndowmentBalanceEOYPct |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $107,447 | OtherCostOrOtherBasisAmt |
| Depreciation | $56,522 | DepreciationAmt |
| Book Value | $50,925 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $50,925 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc |
|---|
| Financial derivatives and other financial products |
| Closely-held equity interests |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal income taxes | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $2,928,973 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $825,992 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $340,991 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $1,166,983 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,761,990 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $30,000 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $30,000 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,791,990 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,085,363 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $340,991 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $340,991 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,744,372 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $30,000 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $30,000 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,774,372 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| X 2 | tHE ORGANIZATION IS EXEMPT FROM INCOME TAX UNDER SECTION 501C3 OF THE INTERNAL REVENUE CODE IRC AND SECTION 23701D OF THE CALIFORNIA TAX CODE. CONTRIBUTIONS TO THE ORGANIZATION ARE DEDUCTIBLE FOR TAX PURPOSES UNDER SECTION 170C2 OF THE IRC. THE ORGANIZATION RECOGNIZES THE FINANCIAL STATEMENT BENEFIT OF TAX POSITIONS, SUCH AS THE FILING STATUS AS TAX EXEMPT, ONLY AFTER DETERMINING THAT THE RELEVANT TAX AUTHORITY WOULD MORE LIKELY THAN NOT SUSTAING THE POSITION IF SUBJECTED TO AUDIT BY TAX AUTHORITIES. THE STATUTE OF LIMITATIONS FOR AUDIT BY FEDERAL AND STATE TAX AUTHORITIES IS THREE AND FOUR YEARS RESPECTIVELY. |
| V 4 | ENDOWMENT FUNDS. THE ORGANIZATION HAS BOTH A DONOR RESTRICTED ENDOWMENT AND A BOARD DESIGNATED ENDOWMENT. THE BALANCES OF THESE ENDOWMENTS AT DECEMBER 31, 2022 PER THE ORGANIZATIONS 2022 AUDIT WAS 52,977 AND 7,469,152 RESPECTIVELY. THE ACCOUNTING SO AS TO DETERMINE THESE BALANCES AT DECEMBER 31, 2023 HAS NOT BEEN COMPLETED, AND ACCORDINGLY THE DECEMBER 31, 2023 BALANCES ARE STATED AT THE SAME BALANCE AS AT DECEMBER 31, 2022. ALSO, IN THE 2022 AND PRIOR FORM 990S ONLY THE DONOR RESTICTED ENDOWMENT WAS REPORTED IN THIS PART OF SCHEDULE D, AND THIS NUMBER WAS REPORTED AS THE SAME NUMBER, 52,977, EACH YEAR. THE 2022 NUMBERS IN THIS PART OF SCHEDULE D HAVE BEEN RESTATED FROM WHAT WAS PREVIOUSLY REPORTED TO INCLUDE THE BOARD DESIGNATED ENDOWMENT. THE PURPOSE OF BOTH THE DONOR RESTRICTED ENDOWMENT AND THE BOARD DESIGNATED ENDOWMENT IS TO GENERATE INVESTMENT INCOME TO SUPPORT THE GENERAL OPERATIONS OF THE ORGANIZATION. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | RACE WITH A VIEW | Event1Nm |
| Gross Receipts Event1 | $101,604 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $98,604 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $3,000 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $1,221 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $8,672 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $424 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $5,540 | OtherDirectExpensesEvent1Amt |
| Event2 | 65TH ANNIVERSARY EVENT | Event2Nm |
| Gross Receipts Event2 | $45,859 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $41,059 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $4,800 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $972 | RentFacilityCostsEvent2Amt |
| Other Direct Expenses Event2 | $8,796 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $147,463 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $139,663 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $7,800 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $2,193 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $8,672 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $424 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $14,336 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $25,625 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$17,825 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|
| CLIENT ASSISTANCE | 317 | $195,224 | SHELTER, CLOTHING, TRANSPORTATION AND CARE |
| EDUCATION | 9 | $18,018 | EDUCATION SCHOLARSHIPS |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I Line 2 | FormAndLineReferenceDesc |
| Explanation | FOR THE CLIENT ASSISTANCE GRANTS, ONCE THE ORGANIZATION DETERMINES THE NEED AND ELIGIBILITY OF THE INDIVIDUAL FOR THE ASSISTANCE, THE GRANT IS MADE AND NO FURTHER MONITORING IS PERFORMED. FOR THE EDUCATION ASSISTANCE GRANTS, THE ORGANIZATION ENSURES THAT THE INDIVIDUAL RECEIVING THE SCHOLARSHIP ATTENDS THE INSTITUTION FOR WHICH THE SCHOLARSHIP IS INTENDED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM OLDFIELD III | PersonNm |
| Title | CHIEF EXECUTIVE OFFICER | TitleTxt |
| Base Compensation Filing Org | $140,454 | BaseCompensationFilingOrgAmt |
| Deferred Compensation Flng Org | $3,560 | DeferredCompensationFlngOrgAmt |
| Nontaxable Benefits Filing Org | $12,390 | NontaxableBenefitsFilingOrgAmt |
| Total Compensation Filing Org | $156,404 | TotalCompensationFilingOrgAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, Line 11B | A DRAFT COPY OF THE TAX RETURN IS REVIEWED BY THE CHIEF EXECUTIVE OFFICER, TREASURER, AND FINANCE COMMITTEE MEMBERS. AFTER THIS REVIEW A COPY IS PROVIDED TO EACH BOARD MEMBER. THE BOARD MEMBERS ARE ASKED TO PROVIDE FEEDBACK REGARDING THE RETURN TO MANAGEMENT. AFTER THIS PROCESS IS COMPLETE THE TAX RETURN IS FILED. |
| Form 990, Part VI, Section B, Line 12C | THE CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY WITH BOARD MEMBERS AND OFFICERS DURING A REGULARLY SCHEDULED BOARD MEETING, SO THAT ALL BOARD MEMBERS AND OFFICERS CAN ADHERE TO THE POLICY AT ALL TIMES. |
| Form 990, Part VI, Section B, Line 15A | COMPENSATION OF THE CHIEF EXECUTIVE OFFICER IS REVIEWED ANNUALLY BY A COMMITTEE APPOINTED BY THE BOARD. CONTEMPORANEOUS DOCUMENTATION IS MAINTAINED. COMPARABILITY DATA IS CONSIDERED PERIODICALLY AND ON AN AS NEEDED BASIS. |
| Form 990, Part VI, Section C, Line 19 | THE DOCUMENTS LISTED MAY BE REVIEWED AT THE ORGANIZATIONS OFFICE UPON REQUEST. |
| Form 990, Part XII, Line 2B | THE ORGANIZATIONS 2023 AUDIT IS CURRENTLY UNDERWAY AND WILL BE COMPLETED SOON. |
| Form 990, Part VI, Section B, Line 15B | THIS ITEM IS CHECKED NO SINCE THERE ARE NO INDIVIDUALS MEETING THE DEFINITION OTHER OFFICERS OR KEY EMPLOYEES AT THE ORGANIZATION. |
| Form 990, Part VI, Section A, Line 4 | SINCE THE LAST 990 WAS FILED THE ORGANIZATION CHANGED ITS NAME FROM JEWISH FAMILY CHILDRENS SERVICE OF LONG BEACH AND WEST ORANGE COUNTY TO JEWISH FAMILY AND CHILDRENS SERVICE OF LONG BEACH AND ORANGE COUNTY. THE ORGANIZATIONS ARTICLES WERE AMENDED ACCORDINGLY AND THE APPROPRIATE FILING WAS MADE AND ACKOWLEDGED BY THE CALIFORNIA SECRETARY OF STATE. THE NAME ON THIS RETURN WAS CHANGED ACCORDINGLY TO THE NEW NAME. |
Comments