JEWISH FEDERATION OF GREATER HOUSTON: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
JEWISH FEDERATION OF GREATER HOUSTON (EIN 74-1109654)
Tax period
2021-09-01 to 2022-08-31
Filed
2023-07-17
IRS object ID
202311989349301706
Schema version
2021v4.2
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

FieldValueIRS element (for citing)
Return2023-07-17T12:02:30-05:00ReturnTs
Tax Period End2022-08-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN760269860PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Blazek & VetterlingBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12900 Weslayan Suite 200AddressLine1Txt
CityHoustonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77027ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-09-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN741109654EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Jewish Federation of Greater HoustonBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJEWIBusinessNameControlTxt
Phone7137297000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15603 South Braeswood BlvdAddressLine1Txt
CityHoustonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77096ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBoris SipersteinPersonNm
Person TitleCFOOPersonTitleTxt
Phone7137297000PhoneNum
Signature2023-07-17SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstBorisPersonFirstNm
Person LastSipersteinPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBarbara MurphyPreparerPersonNm
PTINP01386215PTIN
Phone7134395739PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerRenee Wizig-BarriosPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line15603 South Braeswood BlvdAddressLine1Txt
CityHoustonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77096ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$16,577,671GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.houstonjewish.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1940FormationYr
Legal Domicile StateTXLegalDomicileStateCd
Activity Or MissionThe Jewish Federation of Greater Houston mobilizes and activates initiatives and relationships to promote Houston's Jewish future through fund development and resource allocations, collaborative network initiatives, and community connections.ActivityOrMissionDesc
Voting Members Governing Body46VotingMembersGoverningBodyCnt
Voting Members Independent46VotingMembersIndependentCnt
Total Employee37TotalEmployeeCnt
Total Volunteers500TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$16,126,007PYContributionsGrantsAmt
CY Contributions Grants$16,348,917CYContributionsGrantsAmt
PY Program Service Revenue$22,722PYProgramServiceRevenueAmt
CY Program Service Revenue$216,089CYProgramServiceRevenueAmt
PY Investment Income$8,963PYInvestmentIncomeAmt
CY Investment Income$12,665CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$16,157,692PYTotalRevenueAmt
CY Total Revenue$16,577,671CYTotalRevenueAmt
PY Grants And Similar Paid$10,182,156PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$11,577,682CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$2,851,533PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$2,825,988CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$1,212,615CYTotalFundraisingExpenseAmt
PY Other Expenses$850,635PYOtherExpensesAmt
CY Other Expenses$1,417,596CYOtherExpensesAmt
PY Total Expenses$13,884,324PYTotalExpensesAmt
CY Total Expenses$15,821,266CYTotalExpensesAmt
PY Revenues Less Expenses$2,273,368PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$756,405CYRevenuesLessExpensesAmt
Total Assets BOY$13,164,896TotalAssetsBOYAmt
Total Assets EOY$13,426,779TotalAssetsEOYAmt
Total Liabilities BOY$6,204,636TotalLiabilitiesBOYAmt
Total Liabilities EOY$5,710,114TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$6,960,260NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$7,716,665NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionThe Jewish Federation of Greater Houston (JFGH) works with partner organizations and members of the community to create a thriving and vibrant Jewish community here in Houston, in Israel, and around the world.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$11,762,183ExpenseAmt
Grant$10,725,410GrantAmt
Revenue$216,089RevenueAmt
DescSee Schedule OThe most significant ways the Jewish Federation of Greater Houston (JFGH) makes a difference in Jewish lives is through its annual appeal. Funds raised each year benefit millions of Jews in need in Houston, across the United States, in Israel and around the world. The Jewish Federation of Greater Houston grants funds to programs and organizations that provide vital assistance such as: Provide food, shelter and medical care; Educate the youth of our community; Provide senior care, services and programming; Facilitate leadership development and youth engagement programming; Reconnect Jews with the Jewish Community; Offer Jewish programming for young families and children; Develop Israel advocacy skills; Support Israel travel for youth; Aid people with special needs.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$825,546ExpenseAmt
DescSee Schedule OStrategy, Education and Engagement (SE&E) - This Department nurtures the continuity and quality of Jewish life in the Greater Houston area by fostering and strengthening life-long engagement and learning in the Jewish community. Within education, the department is dedicated to enhancing the quality of formal and informal Jewish education in the community, promoting enrollment and participation in Jewish education at all levels, advocating on behalf of students, parents, institutions and professionals involved in Jewish education, encouraging and providing for the professional growth of educators, and serving as a facilitator for cooperation and collaboration among schools and community organizations. The Federation strives to engage all members of our community in Jewish life. The engagement portfolio includes young families through PJ Library, young adults through YAD (Young Adult Division) and the community through programs such as Yom Limmud, Chai Lights and Insights Speaker series, and programs with partners both local and from Israel. The Engagement team also coordinates professional networks of those working to engage the community in Jewish programming in Houston.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$852,272ExpenseAmt
Grant$852,272GrantAmt
DescDisaster Response - The Federation plays a key role in disaster response for Houston's Jewish community. Natural and man-made disasters that occur locally, nationally, or even internationally require immediate response. The Federation utilized its position as conveyor to lead the Jewish community's recovery efforts. This work helps those in need and ensures those in immediate need are served.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$13,440,001TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document21IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee37EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members46GoverningBodyVotingMembersCnt
Independent Voting Member46IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Boris SipersteinBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7137297000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15603 South Braeswood BlvdAddressLine1Txt
CityHoustonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77096ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (54 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
Ben Samuels
Board Chair5.000.00Yes (X)Yes (X)$0$0$0
Debra G Cohen
Vice Chair - Development2.000.00Yes (X)Yes (X)$0$0$0
Robin T Stein
Vice Chair - Planning2.000.00Yes (X)Yes (X)$0$0$0
Joe Pryzant
Vice Chair - Special Projects2.000.00Yes (X)Yes (X)$0$0$0
Luis Gomar
Secretary, Treasurer2.000.00Yes (X)Yes (X)$0$0$0
Stuart Arouty
Trustee1.000.00Yes (X)$0$0$0
David Barish
Trustee1.000.00Yes (X)$0$0$0
Daniel Barvin
Trustee1.000.00Yes (X)$0$0$0
Eric Barvin
Trustee1.000.00Yes (X)$0$0$0
Lauren Blachman
Trustee2.000.00Yes (X)$0$0$0
Susan Bono
Trustee1.000.00Yes (X)$0$0$0
Don Brodsky
Trustee1.000.00Yes (X)$0$0$0
Evan David
Trustee1.000.00Yes (X)$0$0$0
Jared Dubin
Trustee1.000.00Yes (X)$0$0$0
Mark Edelman
Trustee1.000.00Yes (X)$0$0$0
Sherrie Eisenman
Trustee1.000.00Yes (X)$0$0$0
Vikki Evans
Trustee1.001.00Yes (X)$0$0$0
Steve Finkelman
Trustee1.001.00Yes (X)$0$0$0
Raquel Goldberg
Trustee1.000.00Yes (X)$0$0$0
Dori Goldman
Trustee1.000.00Yes (X)$0$0$0
Elyse Kalmans
Trustee2.000.00Yes (X)$0$0$0
Jay Kaplan
Trustee2.005.00Yes (X)$0$0$0
Debbie Karakowsky
Trustee1.000.00Yes (X)$0$0$0
Bobby Lapin
Trustee1.001.00Yes (X)$0$0$0
Norri Leder
Trustee1.000.00Yes (X)$0$0$0
Allison Leibman
Trustee1.000.00Yes (X)$0$0$0
Cantor Mark Levine
Trustee1.000.00Yes (X)$0$0$0
Bruce Levy
Trustee1.000.00Yes (X)$0$0$0
Rachael Levy
Trustee1.000.00Yes (X)$0$0$0
Melanie Lowther
Trustee1.000.00Yes (X)$0$0$0
Rebecca Luks
Trustee1.000.00Yes (X)$0$0$0
Hy Penn
Trustee1.000.00Yes (X)$0$0$0
Kacie Penn
Trustee1.000.00Yes (X)$0$0$0
Max Reichenthal
Trustee1.000.00Yes (X)$0$0$0
Russ Robinson
Trustee1.000.00Yes (X)$0$0$0
Rabbi Adrienne Scott
Trustee1.000.00Yes (X)$0$0$0
Rob Shoss
Trustee2.001.00Yes (X)$0$0$0
Rima Soroka
Trustee1.000.00Yes (X)$0$0$0
Rick Stein
Trustee1.001.00Yes (X)$0$0$0
Sam Stein
Trustee1.000.00Yes (X)$0$0$0
Rachel Strauss
Trustee1.000.00Yes (X)$0$0$0
Aaron Swerdlin
Trustee1.000.00Yes (X)$0$0$0
Haya Varon
Trustee1.001.00Yes (X)$0$0$0
Benjamin Warren
Trustee2.001.00Yes (X)$0$0$0
Dolores Wilkenfeld
Trustee1.000.00Yes (X)$0$0$0
Marni Zarin
Trustee1.000.00Yes (X)$0$0$0
Kari Saratovsky
CEO (thru 10/21)60.000.00Yes (X)$235,472$0$7,169
Boris Siperstein
CFOO60.000.00Yes (X)$157,107$0$706
Renee Wizig-Barrios
President/CEO (as of 10/21)60.000.00Yes (X)$86,489$0$2,559
Suzanne Jacobson
Sr. VP - Major Gifts50.001.00$185,683$0$4,392Yes (X)
Taryn Baranowski
Chief Marketing Officer40.000.00$128,988$0$3,269Yes (X)
Jill Kaplan
Alumni Relations Director40.000.00$103,018$0$5,105Yes (X)
Elaine Kellerman
Sr. VP - Education40.000.00$130,066$0$1,706Yes (X)
Jessica Segal
Chief Strategy & Planning Officer40.000.00$104,712$0$7,290Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,131,535TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$32,196TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K8IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Related Organizations$2,422,542RelatedOrganizationsAmt
All Other Contributions$13,926,375AllOtherContributionsAmt
Noncash Contributions$209,642NoncashContributionsAmt
Total Contributions$16,348,917TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Programs and events900099$171,059$171,059
Other revenue900099$45,030$45,030
FieldValueIRS element (for citing)
Total Program Service Revenue$216,089TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$12,665TotalRevenueColumnAmt
Exclusion$12,665ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$16,577,671TotalRevenueColumnAmt
Related Or Exempt Func Income$216,089RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$12,665ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$11,485,847TotalAmt
Program Services$11,485,847ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$91,835TotalAmt
Program Services$91,835ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$626,707TotalAmt
Program Services$169,837ProgramServicesAmt
Management And General$295,968ManagementAndGeneralAmt
Fundraising$160,902FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,738,974TotalAmt
Program Services$819,195ProgramServicesAmt
Management And General$445,576ManagementAndGeneralAmt
Fundraising$474,203FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$88,093TotalAmt
Program Services$42,769ProgramServicesAmt
Management And General$22,878ManagementAndGeneralAmt
Fundraising$22,446FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$188,051TotalAmt
Program Services$77,303ProgramServicesAmt
Management And General$67,863ManagementAndGeneralAmt
Fundraising$42,885FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$184,163TotalAmt
Program Services$78,404ProgramServicesAmt
Management And General$57,488ManagementAndGeneralAmt
Fundraising$48,271FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$37,306TotalAmt
Management And General$37,306ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$41,618TotalAmt
Program Services$15,820ProgramServicesAmt
Management And General$17,939ManagementAndGeneralAmt
Fundraising$7,859FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$37,579TotalAmt
Program Services$7,276ProgramServicesAmt
Management And General$21,828ManagementAndGeneralAmt
Fundraising$8,475FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$63,140TotalAmt
Program Services$31,177ProgramServicesAmt
Management And General$19,206ManagementAndGeneralAmt
Fundraising$12,757FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$183,584TotalAmt
Program Services$86,013ProgramServicesAmt
Management And General$54,735ManagementAndGeneralAmt
Fundraising$42,836FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$64,287TotalAmt
Program Services$30,120ProgramServicesAmt
Management And General$19,167ManagementAndGeneralAmt
Fundraising$15,000FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$74,806TotalAmt
Program Services$19,259ProgramServicesAmt
Management And General$17,279ManagementAndGeneralAmt
Fundraising$38,268FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$78,876TotalAmt
Program Services$40,167ProgramServicesAmt
Management And General$21,355ManagementAndGeneralAmt
Fundraising$17,354FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$2,657TotalAmt
Program Services$1,245ProgramServicesAmt
Management And General$792ManagementAndGeneralAmt
Fundraising$620FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$163,020TotalAmt
Program Services$76,378ProgramServicesAmt
Management And General$48,604ManagementAndGeneralAmt
Fundraising$38,038FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$61,838TotalAmt
Program Services$28,972ProgramServicesAmt
Management And General$18,437ManagementAndGeneralAmt
Fundraising$14,429FundraisingAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Program expenses$340,613$338,384$2,229
Event expenses$186,734$186,734
Campaign expenses$81,538$81,538

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$15,821,266TotalAmt
Program Services$13,440,001ProgramServicesAmt
Management And General$1,168,650ManagementAndGeneralAmt
Fundraising$1,212,615FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,336,800BOYAmt
EOY$1,751,585EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$4,075,704BOYAmt
EOY$3,197,204EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$7,104,147BOYAmt
EOY$3,290,189EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,829BOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$14,386BOYAmt
EOY$12,088EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$4,651,451LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$130,054LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$38,964BOYAmt
EOY$4,521,397EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$255,180BOYAmt
EOY$250,216EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$336,886BOYAmt
EOY$404,100EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$13,164,896BOYAmt
EOY$13,426,779EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$62,759BOYAmt
EOY$164,310EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$6,141,877BOYAmt
EOY$5,545,804EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$6,204,636BOYAmt
EOY$5,710,114EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$4,505,694BOYAmt
EOY$5,698,080EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,454,566BOYAmt
EOY$2,018,585EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$6,960,260BOYAmt
EOY$7,716,665EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$13,164,896BOYAmt
EOY$13,426,779EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$756,405ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$32,792,450CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$13,779,228CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$13,397,260CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$16,126,007CurrentTaxYearMinus1YearAmt
Current Tax Year$16,348,917CurrentTaxYearAmt
Total$92,443,862TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$32,792,450CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$13,779,228CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$13,397,260CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$16,126,007CurrentTaxYearMinus1YearAmt
Current Tax Year$16,348,917CurrentTaxYearAmt
Total$92,443,862TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$4,619,233SubstantialContributorsTotAmt
Public Support Total170$87,824,629PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$14,268CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$49,506CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$55,458CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$8,963CurrentTaxYearMinus1YearAmt
Current Tax Year$12,665CurrentTaxYearAmt
Total$140,860TotalAmt
FieldValueIRS element (for citing)
Total Support$92,584,722TotalSupportAmt
Gross Receipts Rltd Activities$627,794GrossReceiptsRltdActivitiesAmt
Public Support CY1700.94860PublicSupportCY170Pct
Public Support PY1700.94880PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$219,128,786BeginningYearBalanceAmt
Contributions$27,828,440ContributionsAmt
Investment Earnings Or Losses-$21,062,612InvestmentEarningsOrLossesAmt
Grants Or Scholarships$24,943,585GrantsOrScholarshipsAmt
End Year Balance$200,951,029EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$189,996,090BeginningYearBalanceAmt
Contributions$20,266,125ContributionsAmt
Investment Earnings Or Losses$31,285,545InvestmentEarningsOrLossesAmt
Grants Or Scholarships$20,537,993GrantsOrScholarshipsAmt
Administrative Expenses$1,880,981AdministrativeExpensesAmt
End Year Balance$219,128,786EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$168,315,079BeginningYearBalanceAmt
Contributions$25,625,122ContributionsAmt
Investment Earnings Or Losses$16,722,465InvestmentEarningsOrLossesAmt
Grants Or Scholarships$19,087,928GrantsOrScholarshipsAmt
Administrative Expenses$1,578,648AdministrativeExpensesAmt
End Year Balance$189,996,090EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$155,187,579BeginningYearBalanceAmt
Contributions$27,049,574ContributionsAmt
Investment Earnings Or Losses$5,870,412InvestmentEarningsOrLossesAmt
Grants Or Scholarships$17,628,952GrantsOrScholarshipsAmt
Administrative Expenses$2,163,534AdministrativeExpensesAmt
End Year Balance$168,315,079EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$141,586,793BeginningYearBalanceAmt
Contributions$22,973,414ContributionsAmt
Investment Earnings Or Losses$9,762,652InvestmentEarningsOrLossesAmt
Grants Or Scholarships$17,652,102GrantsOrScholarshipsAmt
Administrative Expenses$1,483,178AdministrativeExpensesAmt
End Year Balance$155,187,579EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.97180BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.02140PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.00680TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgYes (1)EndowmentsHeldRelatedOrgInd
Related Org List Sch RYes (1)RelatedOrgListSchRInd

Land LandGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$6,000InvestmentCostOrOtherBasisAmt
Book Value$6,000BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$4,192,560OtherCostOrOtherBasisAmt
Depreciation$84,765DepreciationAmt
Book Value$4,107,795BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$126,509OtherCostOrOtherBasisAmt
Depreciation$12,651DepreciationAmt
Book Value$113,858BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$326,382OtherCostOrOtherBasisAmt
Depreciation$32,638DepreciationAmt
Book Value$293,744BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$4,521,397TotalBookValueLandBuildingsAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart V, Line 4:FormAndLineReferenceDesc
ExplanationThe purpose of the Endowment is to support the mission of the Jewish Federation of Greater Houston - to preserve and enrich Jewish communal life through innovative and visionary leadership that is responsive and responsible to Jewish communities locally, nationally, in Israel, and around the world.ExplanationTxt

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp

FieldValueIRS element (for citing)
RegionMiddle East and North AfricaRegionTxt
Offices0OfficesCnt
Employee0EmployeeCnt
Type Of Activities ConductedInvestmentsTypeOfActivitiesConductedTxt
Region Total Expenditures$250,216RegionTotalExpendituresAmt
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$250,216SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$250,216TotalSpentAmt
Transfer To Foreign Corp0TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp Ownership0ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part III Accounting Method:
Part I, Line 3f - Investments & Expenditures per RegionThe amount reported on Part I, Line 2 for investments reflects the fair market value of the Federation's investments in the region.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (62 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
Houston Jewish Community Foundation
5603 South Braeswood BlvdHoustonTX77096760187329501(c)(3)$772,500$0Leo Baeck Education Center Endowment
Houston Jewish Community Foundation
5603 South Braeswood BlvdHoustonTX77096760187329501(c)(3)$425,000$0Rashi Foundation/YEDA Endowment
Houston Jewish Community Foundation
5603 South Braeswood BlvdHoustonTX77096760187329501(c)(3)$100,000$0Promise of Hope Endowment
Houston Jewish Community Foundation
5603 South Braeswood BlvdHoustonTX77096760187329501(c)(3)$1,561,720$0Chaplaincy, PJ Library Endowment, other
Jewish Federations of North America
25 Broadway Ste 1700New YorkNY10004131624240501(c)(3)$289,094$0JFNA Fair Share
Jewish Federations of North America
25 Broadway Ste 1700New YorkNY10004131624240501(c)(3)$400,000$0Jewish Agency for Israel
Jewish Federations of North America
25 Broadway Ste 1700New YorkNY10004131624240501(c)(3)$475,000$0Joint Distribution Comm. General & Global Welfare support
Jewish Federations of North America
25 Broadway Ste 1700New YorkNY10004131624240501(c)(3)$106,000$0JFNA P2K Yoseftal Dado Community Support
Jewish Federations of North America
25 Broadway Ste 1700New YorkNY10004131624240501(c)(3)$38,360$0World Ort, Birthright Israel, iRep, VOT
Jewish Federations of North America
25 Broadway Ste 1700New YorkNY10004131624240501(c)(3)$600,000$0Ukraine support
Jewish Federations of North America
25 Broadway Ste 1700New YorkNY10004131624240501(c)(3)$105,511$0General support
Jewish Family Service
4131 South Braeswood BlvdHoustonTX77025741152607501(c)(3)$877,266$0General support, Covid-19 relief
Evelyn Rubenstein JCC
5601 South Braeswood BlvdHoustonTX77096741198298501(c)(3)$706,444$0General support
Seven Acres Jewish Senior Care Services
6200 N Braeswood BlvdHoustonTX77074741143086501(c)(3)$408,864$0General support
Save A Child s Heart Foundation
PO Box 59172PotomacMD20859521783323501(c)(3)$300,000$0General support
Jewish National Fund
42 East 69th StNew YorkNY10021131659627501(c)(3)$300,000$0General support
The EmeryWeiner School
9825 Stella LinkHoustonTX77025421569069501(c)(3)$293,825$0General support
American Jewish Joint Distribution Committee Inc
PO Box 4124New YorkNY10163131656634501(c)(3)$290,000$0General support
Bikur Verzat Cholim Inc
4303 15th AvenueBrooklynNY11219201572620501(c)(3)$225,000$0General support
Women's International Zionist Organization
1150 Kane Concourse 5th FlBay Harbor IslandsFL33154133041381501(c)(3)$175,000$0General support
Zecher Avrohom Inc
1715 51st StBrooklynNY11204263744888501(c)(3)$175,000$0General support
American Friends of WGH Western Galilee Hospital Nahayira
10 Greenwood Ave Ste 610JenkintownPA19046260572473501(c)(3)$175,000$0General support
Just One Life Inc
587 Fifth Ave 702New YorkNY10017133533863501(c)(3)$175,000$0General support
American Friends-International Young Israel Movement Inc
567 Cedar Hill RdFar RockawayNY11691454013676501(c)(3)$175,000$0General support
US Friends of the Menachem Begin Heritage Foundation Inc
4525 Saguaro TrailIndianapolisIN46268351895773501(c)(3)$150,000$0General support
Emunah of America Inc
500 7th Ave 8th FlNew YorkNY10018132670365501(c)(3)$150,000$0General support
Central Fund of Israel
461 Central AveCedarhurstNY11516132992985501(c)(3)$150,000$0General support
Ohr Torah Stone Institutions
49 West 45th St Ste 701New YorkNY10036133275531501(c)(3)$150,000$0General support
Holocaust Museum Houston
5401 Caroline StHoustonTX77004760331398501(c)(3)$150,000$0General support
The Koby Mandell Foundation Inc
366 Pearsall Ave Ste 1CedarhurstNY11516912169027501(c)(3)$150,000$0General support
Jewish Federation of San Antonio
12500 NW Military Hwy Ste 200San AntonioTX78231741109662501(c)(3)$150,000$0General support
Yeshiva Torat Emet
11330 Braesridge DrHoustonTX77071201354171501(c)(3)$140,275$0General support
Jewish Federation of Greater New Orleans
3747 W Esplanade Ave NMetairieLA70002720408938501(c)(3)$112,460$0General support
The Irvin M Shlenker School
5600 North Braeswood BlvdHoustonTX77096760686559501(c)(3)$102,125$0General support
Beth Yeshurun Day School
4525 BeechnutHoustonTX77096800165161501(c)(3)$86,200$0General support
Houston Hillel
1700 BissonnetHoustonTX77005760684042501(c)(3)$85,059$0General support
Texas Hillel Foundation
2105 San Antonio StAustinTX78705521758802501(c)(3)$65,000$0General support
Torah Day School
10900 Fondren RdHoustonTX77096237278350501(c)(3)$59,775$0General support
Congregation Beth Israel FBO Kehillah High
5600 North Braeswood BlvdHoustonTX77096741143080501(c)(3)$51,700$0General support, Covid-19 relief
Hand in Hand American Friends of The Center for Jewish-Arab Edu In Israel
PO Box 80102PortlandOR97280931269590501(c)(3)$37,500$0General support
American Friends of Latet Humanitarian Aid Inc
57 Wingate St Ste 204HaverhillMA01832472069028501(c)(3)$33,000$0General support
American Friends of Shlavim
C/O Nadine Wolfson 140 Harborview ELawrencyNY11559842973706501(c)(3)$30,000$0General support
BBYO Inc
800 Eight Street NWWashingtonDC20001311794932501(c)(3)$25,000$0General support
PEF Israel Endowment Funds
630 3rd Ave 15thNew YorkNY10017136104086501(c)(3)$25,000$0General support
Birthright Israel Foundation
711 Third Avenue 10th FlNew YorkNY10017134092050501(c)(3)$25,000$0General support
IsraAID US Inc
PO Box 61227Palo AltoCA94306462118225501(c)(3)$25,000$0General support
American Friends of Leket Israel Inc
PO Box 2090TeaneckNJ07666208202424501(c)(3)$23,400$0General support
The Hillel at Texas A&M
800 George Bush DrCollege StationTX77840741398514501(c)(3)$23,000$0General support
American Friends of Soroka Medical Center Inc
PO Box 184-HScarsdaleNY10583135866593501(c)(3)$20,000$0General support
Moishe House
5802 Monroe RdCharlotteNC28212262599786501(c)(3)$20,000$0General support
Union of Orthodox Jewish Congregations of America
40 Rector St 4th FlNew YorkNY10006135623717501(c)(3)$18,000$0General support
UT Chabad House
2101 Nueces StAustinTX78705452530523501(c)(3)$18,000$0General support
Torah Girls Academy of Houston
7811 Ludington DrHoustonTX77071208706360501(c)(3)$16,800$0General support
Chabad of Brazos Valley Inc
201 Live Oak StCollege StationTX77840272429481501(c)(3)$12,500$0General support
Colel Chabad
806 Eastern ParkwayBrooklynNY11213113254483501(c)(3)$12,000$0General support
Congregation Emanu El
1500 Sunset BlvdHoustonTX77005741109756501(c)(3)$10,250$0General support
American Friends of Kolot
C/O Debra Wasserman 27 West 72nd StNew YorkNY10023455309330501(c)(3)$10,000$0General support
Houston Friendship Circle
10101 Fondren Rd 510HoustonTX77096464596952501(c)(3)$10,000$0General support
American Society for Yad Vashem Inc
500 Fifth Avenue 42nd FlNew YorkNY10110133106768501(c)(3)$10,000$0General support
Chabad at Rice University
1950 Dryden Rd 3HoustonTX77030811730940501(c)(3)$10,000$0General support
Friends of United Hatzalah Inc
442 5th Ave Ste 1866New YorkNY10018113533002501(c)(3)$10,000$0General support
Goldberg Montessori School
4610 Bellaire BlvdHoustonTX77401450519502501(c)(3)$8,675$0General support
FieldValueIRS element (for citing)
Total501c3 Org56Total501c3OrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
Teacher grants3$2,100
Israel Trip, Camp scholarships44$89,735

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part I, Line 2:The Federation supports organizations that: provide vital assistance such as food, shelter and medical care; educate the youth of our community; provide senior care services & programming; facilitate leadership development and youth and adult engagement programming; reconnect Jews with the Jewish community; offer Jewish programming for young families and children and the community; develop Israel advocacy skills; support Israel travel for youth; and aid people with special needs. Once funds are granted, the Federation receives both mid-year and year-end reports. The Federation also works in partnership with these organizations to stay abreast of their programming and financial health.
Part IV- Additional Supplemental InformationThe Jewish Federation of Greater Houston is reporting grants to the Jewish Federations of North America (JFNA) which is a 501(c)(3) domestic U.S. charity. In addition, JFNA, and its beneficiary agencies, United Israel Appeal (UIA), a subsidiary of JFNA, and the American Jewish Joint Distribution Committee (JDC) - both 501(c)(3) organizations - each file a separate Form 990 and detailed Schedule F.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Kari Saratovsky
CEO (thru 10/21)$235,472$0$0$0$0$0$3,816$0$3,353$0$242,641$0$0$0
Suzanne Jacobson
Sr. VP - Major Gifts$185,683$0$0$0$0$0$3,852$0$540$0$190,075$0$0$0
Boris Siperstein
CFOO$157,107$0$0$0$0$0$0$0$706$0$157,813$0$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Line 1aFormAndLineReferenceDesc
ExplanationIn the current fiscal year, the organization reimbursed Kari Saratovsky, CEO, $1,613 for membership dues to the Evelyn Rubenstein Jewish Community Center.ExplanationTxt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution3ContributionCnt
Noncash Contributions Rpt F990$209,642NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section A, line 2Ben Samuels and Eric Barvin have a business relationship. Daniel Barvin and Eric Barvin have a family relationship. Hy Penn and Kacie Penn have a family relationship. Bobby Lapin and Lauren Blachman have a family relationship.
Form 990, Part VI, Section B, line 11bForm 990 is reviewed by the Federation's contract accountants and the CFOO before being emailed to Board members for review prior to filing with the IRS.
Form 990, Part VI, Section B, line 12cA Conflict of Interest Statement is distributed to Board members every year and several follow-ups are made. If there are conflicts of interest, they are addressed with the President/CEO and the Board Chair. If appropriate, after discussion, the conflict is brought before the Board.
Form 990, Part VI, Section B, line 15The Personnel Committee of the Board is responsible for determining the compensation of the organization's President/CEO after a review of comparable data of similar sized sister organizations and other non-profit agencies in the Federation's geographic area. The amount is documented in the President/CEO's contract, and may be updated for increases on an annual basis. The President/CEO recommends compensation to the Personnel Committee of the Board after a review of comparable data of similar sized sister organizations and other non-profit agencies in the geographic area.
Form 990, Part VI, Section C, line 19Upon request.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
Houston Jewish Community Fdn
5603 South Braeswood BlvdHoustonTX77096760187329Donor-centered community foundationTX501(c)(3)7Jewish Federation of Greater HoustonYes (1)
Mary L & William J Osher Fdn
5603 South Braeswood BlvdHoustonTX77096205094518Support Jewish Federation of Greater HoustonTX501(c)(3)12aJewish Federation of Greater HoustonYes (1)
The Becker Family Foundation
5603 South Braeswood BlvdHoustonTX77096760560995Support Jewish Federation of Greater HoustonTX501(c)(3)12aJewish Federation of Greater HoustonYes (1)
Alan F & Diane R Levin Fdn
5603 South Braeswood BlvdHoustonTX77096760613294Support Jewish Federation & Hstn Jewish Comm FdnTX501(c)(3)12aJewish Federation & Houston Jewish Comm FdnYes (1)
The Rauch Foundation
5603 South Braeswood BlvdHoustonTX77096760300344Support Jewish Federation of Greater HoustonTX501(c)(3)12aJewish Federation of Greater HoustonYes (1)
Donald & Martha Kaplan Freedman Fdn
5603 South Braeswood BlvdHoustonTX77096455449056Support Houston Jewish Community FoundationTX501(c)(3)12aHouston Jewish Community Foundation0

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationInd
M & J Robinson CRAT
5603 South Braeswood BlvdHoustonTX77096766103916Remainder trustTXHJCFT0
Extremis Corporation
5603 South Braeswood BlvdHoustonTX77096760492189DormantTXHJCFC0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (1)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (4 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
Houston Jewish Community Foundation
B$2,859,220Cash
Houston Jewish Community Foundation
C$2,362,542Cash
The Rauch Foundation
C$60,000Cash
Mary L & William J Osher Foundation
C$750,000Cash

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