2023-07-17T12:02:30-05:00 2022-08-31 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 77027 990 2021-09-01 741109654 Jewish Federation of Greater Houston JEWI 7137297000 5603 South Braeswood Blvd Houston TX 77096 Boris Siperstein CFOO 7137297000 2023-07-17 1 Boris Siperstein 999009999 Barbara Murphy P01386215 7134395739 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z Renee Wizig-Barrios 5603 South Braeswood Blvd Houston TX 77096 16577671 0 X www.houstonjewish.org X 1940 TX The Jewish Federation of Greater Houston mobilizes and activates initiatives and relationships to promote Houston's Jewish future through fund development and resource allocations, collaborative network initiatives, and community connections. 46 46 37 500 0 0 16126007 16348917 22722 216089 8963 12665 0 0 16157692 16577671 10182156 11577682 0 0 2851533 2825988 0 0 1212615 850635 1417596 13884324 15821266 2273368 756405 13164896 13426779 6204636 5710114 6960260 7716665 X The 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. 0 0 11762183 10725410 216089 See 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. 825546 See 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. 852272 852272 Disaster 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. 13440001 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 21 0 1 37 1 0 0 0 0 0 0 0 0 0 0 0 0 X 46 46 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X Boris Siperstein 7137297000 5603 South Braeswood Blvd Houston TX 77096 Ben Samuels Board Chair 5.00 0.00 X X 0 0 0 Debra G Cohen Vice Chair - Development 2.00 0.00 X X 0 0 0 Robin T Stein Vice Chair - Planning 2.00 0.00 X X 0 0 0 Joe Pryzant Vice Chair - Special Projects 2.00 0.00 X X 0 0 0 Luis Gomar Secretary, Treasurer 2.00 0.00 X X 0 0 0 Stuart Arouty Trustee 1.00 0.00 X 0 0 0 David Barish Trustee 1.00 0.00 X 0 0 0 Daniel Barvin Trustee 1.00 0.00 X 0 0 0 Eric Barvin Trustee 1.00 0.00 X 0 0 0 Lauren Blachman Trustee 2.00 0.00 X 0 0 0 Susan Bono Trustee 1.00 0.00 X 0 0 0 Don Brodsky Trustee 1.00 0.00 X 0 0 0 Evan David Trustee 1.00 0.00 X 0 0 0 Jared Dubin Trustee 1.00 0.00 X 0 0 0 Mark Edelman Trustee 1.00 0.00 X 0 0 0 Sherrie Eisenman Trustee 1.00 0.00 X 0 0 0 Vikki Evans Trustee 1.00 1.00 X 0 0 0 Steve Finkelman Trustee 1.00 1.00 X 0 0 0 Raquel Goldberg Trustee 1.00 0.00 X 0 0 0 Dori Goldman Trustee 1.00 0.00 X 0 0 0 Elyse Kalmans Trustee 2.00 0.00 X 0 0 0 Jay Kaplan Trustee 2.00 5.00 X 0 0 0 Debbie Karakowsky Trustee 1.00 0.00 X 0 0 0 Bobby Lapin Trustee 1.00 1.00 X 0 0 0 Norri Leder Trustee 1.00 0.00 X 0 0 0 Allison Leibman Trustee 1.00 0.00 X 0 0 0 Cantor Mark Levine Trustee 1.00 0.00 X 0 0 0 Bruce Levy Trustee 1.00 0.00 X 0 0 0 Rachael Levy Trustee 1.00 0.00 X 0 0 0 Melanie Lowther Trustee 1.00 0.00 X 0 0 0 Rebecca Luks Trustee 1.00 0.00 X 0 0 0 Hy Penn Trustee 1.00 0.00 X 0 0 0 Kacie Penn Trustee 1.00 0.00 X 0 0 0 Max Reichenthal Trustee 1.00 0.00 X 0 0 0 Russ Robinson Trustee 1.00 0.00 X 0 0 0 Rabbi Adrienne Scott Trustee 1.00 0.00 X 0 0 0 Rob Shoss Trustee 2.00 1.00 X 0 0 0 Rima Soroka Trustee 1.00 0.00 X 0 0 0 Rick Stein Trustee 1.00 1.00 X 0 0 0 Sam Stein Trustee 1.00 0.00 X 0 0 0 Rachel Strauss Trustee 1.00 0.00 X 0 0 0 Aaron Swerdlin Trustee 1.00 0.00 X 0 0 0 Haya Varon Trustee 1.00 1.00 X 0 0 0 Benjamin Warren Trustee 2.00 1.00 X 0 0 0 Dolores Wilkenfeld Trustee 1.00 0.00 X 0 0 0 Marni Zarin Trustee 1.00 0.00 X 0 0 0 Kari Saratovsky CEO (thru 10/21) 60.00 0.00 X 235472 0 7169 Boris Siperstein CFOO 60.00 0.00 X 157107 0 706 Renee Wizig-Barrios President/CEO (as of 10/21) 60.00 0.00 X 86489 0 2559 Suzanne Jacobson Sr. VP - Major Gifts 50.00 1.00 X 185683 0 4392 Taryn Baranowski Chief Marketing Officer 40.00 0.00 X 128988 0 3269 Jill Kaplan Alumni Relations Director 40.00 0.00 X 103018 0 5105 Elaine Kellerman Sr. VP - Education 40.00 0.00 X 130066 0 1706 Jessica Segal Chief Strategy & Planning Officer 40.00 0.00 X 104712 0 7290 1131535 0 32196 8 0 1 0 0 2422542 13926375 209642 16348917 Programs and events 900099 171059 171059 Other revenue 900099 45030 45030 216089 12665 12665 16577671 216089 0 12665 11485847 11485847 91835 91835 626707 169837 295968 160902 1738974 819195 445576 474203 88093 42769 22878 22446 188051 77303 67863 42885 184163 78404 57488 48271 37306 37306 41618 15820 17939 7859 37579 7276 21828 8475 63140 31177 19206 12757 183584 86013 54735 42836 64287 30120 19167 15000 74806 19259 17279 38268 78876 40167 21355 17354 2657 1245 792 620 163020 76378 48604 38038 61838 28972 18437 14429 Program expenses 340613 338384 2229 Event expenses 186734 186734 Campaign expenses 81538 81538 15821266 13440001 1168650 1212615 1336800 1751585 4075704 3197204 7104147 3290189 2829 14386 12088 4651451 130054 38964 4521397 255180 250216 336886 404100 13164896 13426779 62759 164310 6141877 5545804 6204636 5710114 X 4505694 5698080 2454566 2018585 6960260 7716665 13164896 13426779 756405 0 X 0 1 X 1 0 X 32792450 13779228 13397260 16126007 16348917 92443862 32792450 13779228 13397260 16126007 16348917 92443862 4619233 87824629 14268 49506 55458 8963 12665 140860 92584722 627794 0.94860 0.94880 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 219128786 27828440 -21062612 24943585 200951029 189996090 20266125 31285545 20537993 1880981 219128786 168315079 25625122 16722465 19087928 1578648 189996090 155187579 27049574 5870412 17628952 2163534 168315079 141586793 22973414 9762652 17652102 1483178 155187579 0.97180 0.02140 0.00680 0 1 1 6000 6000 4192560 84765 4107795 126509 12651 113858 326382 32638 293744 4521397 Part V, Line 4: The purpose of the Endowment is to support the mission of the Jewish Federation of Greater Houston - to preserve and enrich Jewish communal life through innovative and visionary leadership that is responsive and responsible to Jewish communities locally, nationally, in Israel, and around the world. Middle East and North Africa 0 0 Investments 250216 0 0 0 0 0 0 250216 0 250216 0 0 0 0 0 0 Part III Accounting Method: Part I, Line 3f - Investments & Expenditures per Region The amount reported on Part I, Line 2 for investments reflects the fair market value of the Federation's investments in the region. 1 Houston Jewish Community Foundation 5603 South Braeswood Blvd Houston TX 77096 760187329 501(c)(3) 772500 0 Leo Baeck Education Center Endowment Houston Jewish Community Foundation 5603 South Braeswood Blvd Houston TX 77096 760187329 501(c)(3) 425000 0 Rashi Foundation/YEDA Endowment Houston Jewish Community Foundation 5603 South Braeswood Blvd Houston TX 77096 760187329 501(c)(3) 100000 0 Promise of Hope Endowment Houston Jewish Community Foundation 5603 South Braeswood Blvd Houston TX 77096 760187329 501(c)(3) 1561720 0 Chaplaincy, PJ Library Endowment, other Jewish Federations of North America 25 Broadway Ste 1700 New York NY 10004 131624240 501(c)(3) 289094 0 JFNA Fair Share Jewish Federations of North America 25 Broadway Ste 1700 New York NY 10004 131624240 501(c)(3) 400000 0 Jewish Agency for Israel Jewish Federations of North America 25 Broadway Ste 1700 New York NY 10004 131624240 501(c)(3) 475000 0 Joint Distribution Comm. General & Global Welfare support Jewish Federations of North America 25 Broadway Ste 1700 New York NY 10004 131624240 501(c)(3) 106000 0 JFNA P2K Yoseftal Dado Community Support Jewish Federations of North America 25 Broadway Ste 1700 New York NY 10004 131624240 501(c)(3) 38360 0 World Ort, Birthright Israel, iRep, VOT Jewish Federations of North America 25 Broadway Ste 1700 New York NY 10004 131624240 501(c)(3) 600000 0 Ukraine support Jewish Federations of North America 25 Broadway Ste 1700 New York NY 10004 131624240 501(c)(3) 105511 0 General support Jewish Family Service 4131 South Braeswood Blvd Houston TX 77025 741152607 501(c)(3) 877266 0 General support, Covid-19 relief Evelyn Rubenstein JCC 5601 South Braeswood Blvd Houston TX 77096 741198298 501(c)(3) 706444 0 General support Seven Acres Jewish Senior Care Services 6200 N Braeswood Blvd Houston TX 77074 741143086 501(c)(3) 408864 0 General support Save A Child s Heart Foundation PO Box 59172 Potomac MD 20859 521783323 501(c)(3) 300000 0 General support Jewish National Fund 42 East 69th St New York NY 10021 131659627 501(c)(3) 300000 0 General support The EmeryWeiner School 9825 Stella Link Houston TX 77025 421569069 501(c)(3) 293825 0 General support American Jewish Joint Distribution Committee Inc PO Box 4124 New York NY 10163 131656634 501(c)(3) 290000 0 General support Bikur Verzat Cholim Inc 4303 15th Avenue Brooklyn NY 11219 201572620 501(c)(3) 225000 0 General support Women's International Zionist Organization 1150 Kane Concourse 5th Fl Bay Harbor Islands FL 33154 133041381 501(c)(3) 175000 0 General support Zecher Avrohom Inc 1715 51st St Brooklyn NY 11204 263744888 501(c)(3) 175000 0 General support American Friends of WGH Western Galilee Hospital Nahayira 10 Greenwood Ave Ste 610 Jenkintown PA 19046 260572473 501(c)(3) 175000 0 General support Just One Life Inc 587 Fifth Ave 702 New York NY 10017 133533863 501(c)(3) 175000 0 General support American Friends-International Young Israel Movement Inc 567 Cedar Hill Rd Far Rockaway NY 11691 454013676 501(c)(3) 175000 0 General support US Friends of the Menachem Begin Heritage Foundation Inc 4525 Saguaro Trail Indianapolis IN 46268 351895773 501(c)(3) 150000 0 General support Emunah of America Inc 500 7th Ave 8th Fl New York NY 10018 132670365 501(c)(3) 150000 0 General support Central Fund of Israel 461 Central Ave Cedarhurst NY 11516 132992985 501(c)(3) 150000 0 General support Ohr Torah Stone Institutions 49 West 45th St Ste 701 New York NY 10036 133275531 501(c)(3) 150000 0 General support Holocaust Museum Houston 5401 Caroline St Houston TX 77004 760331398 501(c)(3) 150000 0 General support The Koby Mandell Foundation Inc 366 Pearsall Ave Ste 1 Cedarhurst NY 11516 912169027 501(c)(3) 150000 0 General support Jewish Federation of San Antonio 12500 NW Military Hwy Ste 200 San Antonio TX 78231 741109662 501(c)(3) 150000 0 General support Yeshiva Torat Emet 11330 Braesridge Dr Houston TX 77071 201354171 501(c)(3) 140275 0 General support Jewish Federation of Greater New Orleans 3747 W Esplanade Ave N Metairie LA 70002 720408938 501(c)(3) 112460 0 General support The Irvin M Shlenker School 5600 North Braeswood Blvd Houston TX 77096 760686559 501(c)(3) 102125 0 General support Beth Yeshurun Day School 4525 Beechnut Houston TX 77096 800165161 501(c)(3) 86200 0 General support Houston Hillel 1700 Bissonnet Houston TX 77005 760684042 501(c)(3) 85059 0 General support Texas Hillel Foundation 2105 San Antonio St Austin TX 78705 521758802 501(c)(3) 65000 0 General support Torah Day School 10900 Fondren Rd Houston TX 77096 237278350 501(c)(3) 59775 0 General support Congregation Beth Israel FBO Kehillah High 5600 North Braeswood Blvd Houston TX 77096 741143080 501(c)(3) 51700 0 General support, Covid-19 relief Hand in Hand American Friends of The Center for Jewish-Arab Edu In Israel PO Box 80102 Portland OR 97280 931269590 501(c)(3) 37500 0 General support American Friends of Latet Humanitarian Aid Inc 57 Wingate St Ste 204 Haverhill MA 01832 472069028 501(c)(3) 33000 0 General support American Friends of Shlavim C/O Nadine Wolfson 140 Harborview E Lawrency NY 11559 842973706 501(c)(3) 30000 0 General support BBYO Inc 800 Eight Street NW Washington DC 20001 311794932 501(c)(3) 25000 0 General support PEF Israel Endowment Funds 630 3rd Ave 15th New York NY 10017 136104086 501(c)(3) 25000 0 General support Birthright Israel Foundation 711 Third Avenue 10th Fl New York NY 10017 134092050 501(c)(3) 25000 0 General support IsraAID US Inc PO Box 61227 Palo Alto CA 94306 462118225 501(c)(3) 25000 0 General support American Friends of Leket Israel Inc PO Box 2090 Teaneck NJ 07666 208202424 501(c)(3) 23400 0 General support The Hillel at Texas A&M 800 George Bush Dr College Station TX 77840 741398514 501(c)(3) 23000 0 General support American Friends of Soroka Medical Center Inc PO Box 184-H Scarsdale NY 10583 135866593 501(c)(3) 20000 0 General support Moishe House 5802 Monroe Rd Charlotte NC 28212 262599786 501(c)(3) 20000 0 General support Union of Orthodox Jewish Congregations of America 40 Rector St 4th Fl New York NY 10006 135623717 501(c)(3) 18000 0 General support UT Chabad House 2101 Nueces St Austin TX 78705 452530523 501(c)(3) 18000 0 General support Torah Girls Academy of Houston 7811 Ludington Dr Houston TX 77071 208706360 501(c)(3) 16800 0 General support Chabad of Brazos Valley Inc 201 Live Oak St College Station TX 77840 272429481 501(c)(3) 12500 0 General support Colel Chabad 806 Eastern Parkway Brooklyn NY 11213 113254483 501(c)(3) 12000 0 General support Congregation Emanu El 1500 Sunset Blvd Houston TX 77005 741109756 501(c)(3) 10250 0 General support American Friends of Kolot C/O Debra Wasserman 27 West 72nd St New York NY 10023 455309330 501(c)(3) 10000 0 General support Houston Friendship Circle 10101 Fondren Rd 510 Houston TX 77096 464596952 501(c)(3) 10000 0 General support American Society for Yad Vashem Inc 500 Fifth Avenue 42nd Fl New York NY 10110 133106768 501(c)(3) 10000 0 General support Chabad at Rice University 1950 Dryden Rd 3 Houston TX 77030 811730940 501(c)(3) 10000 0 General support Friends of United Hatzalah Inc 442 5th Ave Ste 1866 New York NY 10018 113533002 501(c)(3) 10000 0 General support Goldberg Montessori School 4610 Bellaire Blvd Houston TX 77401 450519502 501(c)(3) 8675 0 General support 56 Teacher grants 3 2100 Israel Trip, Camp scholarships 44 89735 Part I, Line 2: The Federation supports organizations that: provide vital assistance such as food, shelter and medical care; educate the youth of our community; provide senior care services & programming; facilitate leadership development and youth and adult engagement programming; reconnect Jews with the Jewish community; offer Jewish programming for young families and children and the community; develop Israel advocacy skills; support Israel travel for youth; and aid people with special needs. Once funds are granted, the Federation receives both mid-year and year-end reports. The Federation also works in partnership with these organizations to stay abreast of their programming and financial health. Part IV- Additional Supplemental Information The Jewish Federation of Greater Houston is reporting grants to the Jewish Federations of North America (JFNA) which is a 501(c)(3) domestic U.S. charity. In addition, JFNA, and its beneficiary agencies, United Israel Appeal (UIA), a subsidiary of JFNA, and the American Jewish Joint Distribution Committee (JDC) - both 501(c)(3) organizations - each file a separate Form 990 and detailed Schedule F. X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 Kari Saratovsky CEO (thru 10/21) 235472 0 0 0 0 0 3816 0 3353 0 242641 0 0 0 Suzanne Jacobson Sr. VP - Major Gifts 185683 0 0 0 0 0 3852 0 540 0 190075 0 0 0 Boris Siperstein CFOO 157107 0 0 0 0 0 0 0 706 0 157813 0 0 0 Part I, Line 1a In the current fiscal year, the organization reimbursed Kari Saratovsky, CEO, $1,613 for membership dues to the Evelyn Rubenstein Jewish Community Center. X 3 209642 FMV 0 0 0 0 Form 990, Part VI, Section A, line 2 Ben 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 11b Form 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 12c A Conflict of Interest Statement is distributed to Board members every year and several follow-ups are made. If there are conflicts of interest, they are addressed with the President/CEO and the Board Chair. If appropriate, after discussion, the conflict is brought before the Board. Form 990, Part VI, Section B, line 15 The 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 19 Upon request. Houston Jewish Community Fdn 5603 South Braeswood Blvd Houston TX 77096 760187329 Donor-centered community foundation TX 501(c)(3) 7 Jewish Federation of Greater Houston 1 Mary L & William J Osher Fdn 5603 South Braeswood Blvd Houston TX 77096 205094518 Support Jewish Federation of Greater Houston TX 501(c)(3) 12a Jewish Federation of Greater Houston 1 The Becker Family Foundation 5603 South Braeswood Blvd Houston TX 77096 760560995 Support Jewish Federation of Greater Houston TX 501(c)(3) 12a Jewish Federation of Greater Houston 1 Alan F & Diane R Levin Fdn 5603 South Braeswood Blvd Houston TX 77096 760613294 Support Jewish Federation & Hstn Jewish Comm Fdn TX 501(c)(3) 12a Jewish Federation & Houston Jewish Comm Fdn 1 The Rauch Foundation 5603 South Braeswood Blvd Houston TX 77096 760300344 Support Jewish Federation of Greater Houston TX 501(c)(3) 12a Jewish Federation of Greater Houston 1 Donald & Martha Kaplan Freedman Fdn 5603 South Braeswood Blvd Houston TX 77096 455449056 Support Houston Jewish Community Foundation TX 501(c)(3) 12a Houston Jewish Community Foundation 0 M & J Robinson CRAT 5603 South Braeswood Blvd Houston TX 77096 766103916 Remainder trust TX HJCF T 0 Extremis Corporation 5603 South Braeswood Blvd Houston TX 77096 760492189 Dormant TX HJCF C 0 0 1 1 0 0 0 0 0 0 0 0 1 1 1 1 0 1 0 0 Houston Jewish Community Foundation B 2859220 Cash Houston Jewish Community Foundation C 2362542 Cash The Rauch Foundation C 60000 Cash Mary L & William J Osher Foundation C 750000 Cash