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James R Jordan Foundation: Form 990EZ, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
James R Jordan Foundation (EIN 36-4369648)
Tax period
2022-07-01 to 2023-06-30
Filed
2023-11-08
IRS object ID
202323129349201437
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-11-08T10:12:13-08:00ReturnTs
Tax Period End2023-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN363264883PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Rosalie J Freidlin LtdBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11010 Lake Street Suite 200AddressLine1Txt
CityOak ParkCityNm
State AbbreviationILStateAbbreviationCd
ZIP60301ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2022-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN364369648EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1James R Jordan FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJAMEBusinessNameControlTxt
Phone3127519696PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 11698AddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60611ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDeloris JordanPersonNm
Person TitlePresident & CEOPersonTitleTxt
Signature2023-11-08SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDelorisPersonFirstNm
Person LastJordanPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRosalie J FreidlinPreparerPersonNm
PTINP01436183PTIN
Phone7087490055PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Final ReturnYes (X)FinalReturnInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website AddressN/AWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$3,113GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Investment Income$20InvestmentIncomeAmt
Cost Or Other Basis Expense Sale$0CostOrOtherBasisExpenseSaleAmt
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Special Events Direct Expenses$0SpecialEventsDirectExpensesAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Other Revenue Total$3,093OtherRevenueTotalAmt
Total Revenue$3,113TotalRevenueAmt
Grants And Similar Amounts Paid$238,655GrantsAndSimilarAmountsPaidAmt
Fees And Other Pymt To Ind Cntrct$16,685FeesAndOtherPymtToIndCntrctAmt
Occupancy Rent Utlts And Maint$25,503OccupancyRentUtltsAndMaintAmt
Printing Publications Postage$87PrintingPublicationsPostageAmt
Other Expenses Total$12,073OtherExpensesTotalAmt
Total Expenses$293,003TotalExpensesAmt
Excess Or Deficit For Year-$289,890ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$289,890NetAssetsOrFundBalancesBOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$267,769BOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$25,652BOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$293,421BOYAmt
EOY$0EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,531BOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$289,890BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Primary Exempt PurposeProvide resources and support for strengthening families, motivating youth and ensuring high quality academic opportunities for children in underserved communitiesPrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp

FieldValueIRS element (for citing)
Description Program Srvc AccomOrganization creates programs to encourage low income children to excel in school such as scholarships for academic excellence, Vision for Families, a program to strengthen parent/family support, opportunity to attend summer activity programs geared towards education, and year-round activities for program participants as well as parenting programs.In fiscal year 2023 the organization terminated its activities, transferring its assets to other charitable organizations.DescriptionProgramSrvcAccomTxt
Program Service Expenses$239,655ProgramServiceExpensesAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$239,655TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (9 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Deloris Jordan
President & CEO4.00$0
Natalie Sheneman
Secretary1.00$0
debi A Ross
Chair1.00$0
William J Tarnow
Director1.00$0
Alicia Leighton-Armah
Treasurer1.00$0
Joy V Cunningham
Director1.00$0
Roger M Veome
Director1.00$0
Darryl W Dennard
Director1.00$0
Dr Jim Embrescia
Director1.00$0
FieldValueIRS element (for citing)
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not RptfalseChgMadeToOrgnzngDocNotRptInd
Organization Had UBIfalseOrganizationHadUBIInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Organization Dissolved EtcYes (true)OrganizationDissolvedEtcInd
Form1120 Pol FiledfalseForm1120PolFiledInd
Made Loans To From OfficersfalseMadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonDeloris Jordan PresidentPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1737 N Michigan Ave Ste 1045AddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60611ZIPCd
FieldValueIRS element (for citing)
Phone3127519696PhoneNum
FieldValueIRS element (for citing)
Foreign Financial AccountfalseForeignFinancialAccountInd
Foreign OfficefalseForeignOfficeInd
Donor Advised FndsfalseDonorAdvisedFndsInd
Operate HospitalfalseOperateHospitalInd
Tanning Services ProvidedfalseTanningServicesProvidedInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
School OperatingfalseSchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (true)FiledScheduleAInd

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$391,094CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$628,003CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$866,891CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$63,028CurrentTaxYearMinus1YearAmt
Total$1,949,016TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$391,094CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$628,003CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$866,891CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$63,028CurrentTaxYearMinus1YearAmt
Total$1,949,016TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$0SubstantialContributorsTotAmt
Public Support Total170$1,949,016PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$717CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$28CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$57CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$85CurrentTaxYearMinus1YearAmt
Current Tax Year$20CurrentTaxYearAmt
Total$907TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$276,259CurrentTaxYearMinus1YearAmt
Current Tax Year$3,093CurrentTaxYearAmt
Total$279,352TotalAmt
FieldValueIRS element (for citing)
Total Support$2,229,275TotalSupportAmt
Public Support CY1700.87430PublicSupportCY170Pct
Public Support PY1700.91130PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule N IRS990ScheduleN

Liquidation Of Assets Table LiquidationOfAssetsTableGrp

Liquidation Of Assets Detail LiquidationOfAssetsDetail (2 entries)

Assets Distri Or Expnss PaidAssetsDistriOrExpnssPaidDescDistributionDistributionDtFair Market Value Of AssetFairMarketValueOfAssetAmtMethod Of FMV DeterminationMethodOfFMVDeterminationTxtEINEINAddress Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdIRC SectionIRCSectionTxt
$1965092022-08-08$196,509Cash distributed264835285737 N Michigan AveSte1045ChicagoIL60611501(c)(3)
$421462023-01-26$42,146Cash distributed383773959737 N Michigan AveSte1045ChicagoIL60611501(c)(3)
FieldValueIRS element (for citing)
Director Of SuccessorfalseDirectorOfSuccessorInd
Employee Of SuccessorfalseEmployeeOfSuccessorInd
Owner Of SuccessorfalseOwnerOfSuccessorInd
Receive CompensationfalseReceiveCompensationInd
Assets DistributedYes (true)AssetsDistributedInd
Required To Notify AGYes (true)RequiredToNotifyAGInd
Attorney General NotifiedYes (true)AttorneyGeneralNotifiedInd
Liabilities PaidYes (true)LiabilitiesPaidInd
Bonds OutstandingfalseBondsOutstandingInd
Bond Liabilities DischargedfalseBondLiabilitiesDischargedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (19 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Other Revenue.1ReleaseFromAcctsPay ProgramExp $3093
Grants and Similar Amounts Paid In Excess of $5,000.1Class of Activity: Grant | Donee's Name: James R. Jordan Fdtn Intl | Donee's Address: 737 N. Michigan Ave, Ste1045 Chicago IL 60611 | Cash Amount Given: $196509
Grants and Similar Amounts Paid In Excess of $5,000.2Class of Activity: Grant | Donee's Name: James Jordan Fdtn A-Team Scholars | Donee's Address: 737 N. Michigan Ave,Ste1045 Chicago IL 60611 | Cash Amount Given: $42146
Other Expenses.1005Travel $753
Other Expenses.1007Conferences, Conventions, and Meetings $103
Other Expenses.1Telephone $2466
Other Expenses.2Equipment rental and maint. $2452
Other Expenses.3Parking $1674
Other Expenses.4Storage $1265
Other Expenses.5Program activities $1000
Other Expenses.6Insurance $873
Other Expenses.7Dues and subscriptions $658
Other Expenses.8Office supplies $655
Other Expenses.9Software $159
Other Expenses.11Licenses and filing fees $15
Other Assets.1005Accounts Receivable - Beginning $20237 Accounts Receivable - Ending $0
Other Assets.1011Prepaid Expenses and Deferred Charges - Beginning $5415 Prepaid Expenses and Deferred Charges - Ending $0
Total Liabilities.1001Accounts Payable and Accrued Expenses - Beginning $3531 Accounts Payable and Accrued Expenses - Ending $0
Statement Note 1Disclosure with regard to Other Revenue:$276,259 due A-Team Program participants for deposit in Internal Revenue Service529 plans held by James Jordan Foundation A-Team Scholars at Bright Directions hasbeen removed from James R. Jordan Foundation's payables due to forfeiture offunds by participants if not claimed by program participants within two yearsof graduation from high school for college fees. This reduction in accounts payable has been recorded as other income resulted from accounts payable write-off.

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