JEWISH FEDERATION OF GREATER HOUSTON: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- JEWISH FEDERATION OF GREATER HOUSTON (EIN 74-1109654)
- Tax period
- 2020-09-01 to 2021-08-31
- Filed
- 2022-07-15
- IRS object ID
- 202231969349302023
- Schema version
- 2020v4.2
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-07-15T14:37:11-05:00 | ReturnTs |
| Tax Period End | 2021-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 760269860 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Blazek & Vetterling | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 Weslayan Suite 200 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77027 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 741109654 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jewish Federation of Greater Houston | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JEWI | BusinessNameControlTxt |
| Phone | 7137297000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5603 South Braeswood Blvd | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77096 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Boris Siperstein | PersonNm |
| Person Title | CFOO | PersonTitleTxt |
| Phone | 7137297000 | PhoneNum |
| Signature | 2022-07-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Boris | PersonFirstNm |
| Person Last | Siperstein | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Barbara Murphy | PreparerPersonNm |
| PTIN | P01386215 | PTIN |
| Phone | 7134395739 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Renee Wizig-Barrios | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5603 South Braeswood Blvd | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77096 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $16,157,692 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.houstonjewish.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1940 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 48 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 48 | VotingMembersIndependentCnt |
| Total Employee | 42 | TotalEmployeeCnt |
| Total Volunteers | 450 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $13,397,260 | PYContributionsGrantsAmt |
| CY Contributions Grants | $16,126,007 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $89,367 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $22,722 | CYProgramServiceRevenueAmt |
| PY Investment Income | $55,458 | PYInvestmentIncomeAmt |
| CY Investment Income | $8,963 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $13,542,085 | PYTotalRevenueAmt |
| CY Total Revenue | $16,157,692 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $8,497,403 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $10,182,156 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,077,830 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,851,533 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $3,021 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,355,891 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $994,189 | PYOtherExpensesAmt |
| CY Other Expenses | $850,635 | CYOtherExpensesAmt |
| PY Total Expenses | $12,572,443 | PYTotalExpensesAmt |
| CY Total Expenses | $13,884,324 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $969,642 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,273,368 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $14,278,712 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,164,896 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $6,948,691 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,204,636 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $7,330,021 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $6,960,260 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $8,267,508 | ExpenseAmt |
| Grant | $7,705,889 | GrantAmt |
| Revenue | $22,722 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $703,120 | ExpenseAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,476,267 | ExpenseAmt |
| Grant | $2,476,267 | GrantAmt |
| Desc | 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. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $11,446,895 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 27 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 42 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 48 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 48 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Terri Campbell | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7137297000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5603 South Braeswood | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77096 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (57 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Bobby Lapin | ||||||||
| Chair | 5.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Ben Samuels | ||||||||
| Vice Chair-Special Projects | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Joe Pryzant | ||||||||
| Vice Chair-Planning | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Joe Williams | ||||||||
| Vice Chair-Development | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Luis Gomar | ||||||||
| Secretary/Treasurer | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Stuart Arouty | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| David Barish | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Daniel Barvin | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Eric Barvin | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Buzzy Bluestone | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Julie Blumberg | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Susan Bono | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Gaby Braun | ||||||||
| Trustee | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Don Brodsky | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Debra G Cohen | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Evan David | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Jared Dubin | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Sherrie Eisenman | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Vikki Evans | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Marla Feldman | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Steve Finkelman | ||||||||
| Trustee | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Raquel Goldberg | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Dori Goldman | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Jay Kaplan | ||||||||
| Trustee | 1.00 | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Joe Kaplan | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Arturo Karakowsky | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Joe Kornfeld | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Allison Leibman | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Cantor Mark Levine | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Bruce Levy | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Rachael Levy | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Melanie Lowther | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Rebecca Luks | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Hy Penn | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Kacie Penn | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Yakov Jack Polatsek | ||||||||
| Trustee | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Max Reichenthal | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Russ Robinson | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Rabbi Adrienne Scott | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Zach Silverman | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Rima Soroka | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Robin T Stein | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Rachel Strauss | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Aaron Swerdlin | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Haya Varon | ||||||||
| Trustee | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Audrey Wachsberg | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Sandy Weiner | ||||||||
| Past Chair | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Dolores Wilkenfeld | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Marni Zarin | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Suzanne Jacobson | ||||||||
| Sr. VP Development | 40.00 | 1.00 | Yes (X) | $183,667 | $0 | $12,920 | ||
| Kari D Saratovsky | ||||||||
| President & CEO | 43.00 | 2.00 | Yes (X) | $302,160 | $0 | $19,873 | ||
| Boris Siperstein | ||||||||
| CFOO from March 2021 | 40.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Elaine Kellerman | ||||||||
| Sr. VP Education | 40.00 | 0.00 | $167,487 | $0 | $11,927 | Yes (X) | ||
| Taryn Baranowski | ||||||||
| Chief Marketing Officer | 35.00 | 5.00 | $123,989 | $0 | $9,033 | Yes (X) | ||
| Jessica Segal | ||||||||
| Chief Strategy & Planning Officer | 39.00 | 1.00 | $102,943 | $0 | $15,414 | Yes (X) | ||
| Terri Campbell | ||||||||
| Controller | 50.00 | 1.00 | $104,940 | $0 | $19,967 | Yes (X) | ||
| Laurie Bieber | ||||||||
| CDO to Dec. 2020 | 40.00 | 0.00 | $226,030 | $0 | $17,259 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,211,216 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $106,393 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $2,150,450 | RelatedOrganizationsAmt |
| Government Grants | $590,875 | GovernmentGrantsAmt |
| All Other Contributions | $13,384,682 | AllOtherContributionsAmt |
| Noncash Contributions | $82,086 | NoncashContributionsAmt |
| Total Contributions | $16,126,007 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Program ticket sales | 900099 | $14,837 | $14,837 |
| Events/other | 900099 | $7,885 | $7,885 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $22,722 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,963 | TotalRevenueColumnAmt |
| Exclusion | $8,963 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,157,692 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $22,722 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $8,963 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,010,631 | TotalAmt |
| Program Services | $10,010,631 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $165,025 | TotalAmt |
| Program Services | $165,025 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,500 | TotalAmt |
| Program Services | $6,500 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $614,613 | TotalAmt |
| Program Services | $32,359 | ProgramServicesAmt |
| Management And General | $252,842 | ManagementAndGeneralAmt |
| Fundraising | $329,412 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,839,782 | TotalAmt |
| Program Services | $816,446 | ProgramServicesAmt |
| Management And General | $437,575 | ManagementAndGeneralAmt |
| Fundraising | $585,761 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,449 | TotalAmt |
| Program Services | $18,511 | ProgramServicesAmt |
| Management And General | $10,040 | ManagementAndGeneralAmt |
| Fundraising | $3,898 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $190,492 | TotalAmt |
| Program Services | $68,999 | ProgramServicesAmt |
| Management And General | $51,745 | ManagementAndGeneralAmt |
| Fundraising | $69,748 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $174,197 | TotalAmt |
| Program Services | $60,920 | ProgramServicesAmt |
| Management And General | $48,941 | ManagementAndGeneralAmt |
| Fundraising | $64,336 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,499 | TotalAmt |
| Management And General | $94,499 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,091 | TotalAmt |
| Program Services | $81,047 | ProgramServicesAmt |
| Management And General | $2,653 | ManagementAndGeneralAmt |
| Fundraising | $6,391 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,730 | TotalAmt |
| Program Services | $7,836 | ProgramServicesAmt |
| Fundraising | $7,894 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,404 | TotalAmt |
| Program Services | $9,493 | ProgramServicesAmt |
| Management And General | $12,047 | ManagementAndGeneralAmt |
| Fundraising | $71,864 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $164,078 | TotalAmt |
| Program Services | $57,381 | ProgramServicesAmt |
| Management And General | $46,098 | ManagementAndGeneralAmt |
| Fundraising | $60,599 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,115 | TotalAmt |
| Program Services | $18,925 | ProgramServicesAmt |
| Management And General | $15,204 | ManagementAndGeneralAmt |
| Fundraising | $19,986 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,553 | TotalAmt |
| Program Services | $7,868 | ProgramServicesAmt |
| Management And General | $18,369 | ManagementAndGeneralAmt |
| Fundraising | $8,316 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $160,068 | TotalAmt |
| Program Services | $55,979 | ProgramServicesAmt |
| Management And General | $44,971 | ManagementAndGeneralAmt |
| Fundraising | $59,118 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,554 | TotalAmt |
| Management And General | $46,554 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|
| Campaign expenses | $68,568 | $68,568 | |
| Program expenses | $28,975 | $28,975 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,884,324 | TotalAmt |
| Program Services | $11,446,895 | ProgramServicesAmt |
| Management And General | $1,081,538 | ManagementAndGeneralAmt |
| Fundraising | $1,355,891 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,516,981 | BOYAmt |
| EOY | $1,336,800 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,286,019 | BOYAmt |
| EOY | $4,075,704 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,614,217 | BOYAmt |
| EOY | $7,104,147 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $2,829 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,256 | BOYAmt |
| EOY | $14,386 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,468,280 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,429,316 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $199,032 | BOYAmt |
| EOY | $38,964 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $255,000 | BOYAmt |
| EOY | $255,180 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $389,207 | BOYAmt |
| EOY | $336,886 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,278,712 | BOYAmt |
| EOY | $13,164,896 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $244,925 | BOYAmt |
| EOY | $62,759 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,112,891 | BOYAmt |
| EOY | $6,141,877 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $590,875 | BOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,948,691 | BOYAmt |
| EOY | $6,204,636 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,032,432 | BOYAmt |
| EOY | $4,505,694 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,297,589 | BOYAmt |
| EOY | $2,454,566 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,330,021 | BOYAmt |
| EOY | $6,960,260 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,278,712 | BOYAmt |
| EOY | $13,164,896 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,273,368 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | -$2,643,129 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,542,633 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $32,792,450 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,779,228 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,397,260 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,126,007 | CurrentTaxYearAmt |
| Total | $89,637,578 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,542,633 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $32,792,450 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,779,228 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,397,260 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,126,007 | CurrentTaxYearAmt |
| Total | $89,637,578 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $4,453,929 | SubstantialContributorsTotAmt |
| Public Support Total170 | $85,183,649 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,624 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,268 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $49,506 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $55,458 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,963 | CurrentTaxYearAmt |
| Total | $140,819 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $89,778,397 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $552,935 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.94880 | PublicSupportCY170Pct |
| Public Support PY170 | 0.94690 | 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 D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $189,996,090 | BeginningYearBalanceAmt |
| Contributions | $20,266,125 | ContributionsAmt |
| Investment Earnings Or Losses | $31,285,545 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $20,537,993 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $1,880,981 | AdministrativeExpensesAmt |
| End Year Balance | $219,128,786 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $168,315,079 | BeginningYearBalanceAmt |
| Contributions | $25,625,122 | ContributionsAmt |
| Investment Earnings Or Losses | $16,722,465 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $19,087,928 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $1,578,648 | AdministrativeExpensesAmt |
| End Year Balance | $189,996,090 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $155,187,579 | BeginningYearBalanceAmt |
| Contributions | $27,049,574 | ContributionsAmt |
| Investment Earnings Or Losses | $5,870,412 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $17,628,952 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $2,163,534 | AdministrativeExpensesAmt |
| End Year Balance | $168,315,079 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $141,586,793 | BeginningYearBalanceAmt |
| Contributions | $22,973,414 | ContributionsAmt |
| Investment Earnings Or Losses | $9,762,652 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $17,652,102 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $1,483,178 | AdministrativeExpensesAmt |
| End Year Balance | $155,187,579 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $126,930,102 | BeginningYearBalanceAmt |
| Contributions | $24,187,506 | ContributionsAmt |
| Investment Earnings Or Losses | $10,998,247 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $19,103,423 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $1,425,639 | AdministrativeExpensesAmt |
| End Year Balance | $141,586,793 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.96890 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.01960 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.01150 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $6,000 | InvestmentCostOrOtherBasisAmt |
| Book Value | $6,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,147,315 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,115,654 | DepreciationAmt |
| Book Value | $31,661 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $253,512 | OtherCostOrOtherBasisAmt |
| Depreciation | $252,209 | DepreciationAmt |
| Book Value | $1,303 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $61,453 | OtherCostOrOtherBasisAmt |
| Depreciation | $61,453 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $38,964 | TotalBookValueLandBuildingsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part V, Line 4: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| Middle East and North Africa - Algeria, Bahrain, Djibouti, Egypt, | 0 | 0 | Investments | $255,180 |
| Middle East and North Africa | 0 | 0 | Grant | $6,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $261,680 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $261,680 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Assistance | Support | TypeOfAssistanceTxt |
| Region | Middle East and North Africa | RegionTxt |
| Recipient | 1 | RecipientCnt |
| Cash Grant | $6,500 | CashGrantAmt |
| Manner Of Cash Disbursement | Wire | MannerOfCashDisbursementTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 2: | The Federation makes a site visit every other year to meet with the grantee and discuss potential programs to be funded. |
| Part I, line 3: | The amount reported on Part I, Line 1 reflects the Federation's expenses in that region following the accrual method of accounting. |
| Part III Accounting Method: | |
| Part I, Line 3f - Investments & Expenditures Per Region | The amount reported in Part I, Line 2 for investments reflects the fair market value of the Federation's investments in that region. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (75 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Aishel House | |||||||
| 1955 University Blvd | Houston | TX | 77030 | 201225881 | 501(c)(3) | $7,500 | Covid-19 relief |
| American Friends of Latet Humanitarian Aid | |||||||
| 57 Wingate Street Suite 204 | Haverhill | MA | 01832 | 472069028 | 501(c)(3) | $33,000 | General support |
| American Friends of Leket Israel | |||||||
| PO Box 2090 | Teaneck | NJ | 07666 | 208202424 | 501(c)(3) | $16,850 | General support |
| American Friends of Soroka Medical Center | |||||||
| PO Box 184-H | Scarsdale | NY | 10583 | 135866593 | 501(c)(3) | $20,000 | General support |
| American Friends of WGH Western Galilee Hospital Nahayira | |||||||
| 10 Greenwood Avenue Suite 610 | Jenkintown | PA | 19046 | 260572473 | 501(c)(3) | $100,000 | Healing Arabs & Jews in Israel |
| American Friends-Int'l Young Israel Movement | |||||||
| 567 Cedar Hill Road | Far Rockaway | NY | 11691 | 454013676 | 501(c)(3) | $100,000 | General support |
| American Jewish Joint Distrib Committee | |||||||
| 220 East 42nd Street 4th Floor | New York | NY | 10017 | 131656634 | 501(c)(3) | $95,747 | General support |
| American Society for Yad Vashem | |||||||
| 500 Fifth Avenue 42nd Floor | New York | NY | 10110 | 133106768 | 501(c)(3) | $20,000 | General support |
| BBYO | |||||||
| 800 Eight Street NW | Washington | DC | 20001 | 311794932 | 501(c)(3) | $32,000 | General support, Covid-19 relief |
| Beth Yeshurun Day School | |||||||
| 4525 Beechnut | Houston | TX | 77096 | 800165161 | 501(c)(3) | $137,400 | General support, Covid-19 relief |
| Bikur Verzat Cholim | |||||||
| 4303 15th Avenue | Brooklyn | NY | 11219 | 201572620 | 501(c)(3) | $150,000 | Constr Pediatric Unit in Israel |
| Birthright Israel Foundation | |||||||
| 711 Third Avenue 10th Floor | New York | NY | 10017 | 134092050 | 501(c)(3) | $45,000 | General support |
| Camp Young Judaea Texas | |||||||
| 5410 Bellaire Blvd Suite 207 | Bellaire | TX | 77401 | 746063430 | 501(c)(3) | $18,500 | General support |
| Chabad at Rice University | |||||||
| 1950 Dryden Rd 3 | Houston | TX | 77030 | 811730940 | 501(c)(3) | $15,000 | General support, Covid-19 relief |
| Chabad of Brazos Valley | |||||||
| 201 Live Oak St | College Station | TX | 77840 | 272429481 | 501(c)(3) | $17,500 | General support, Covid-19 relief |
| Chabad of Cypress & NW Houston | |||||||
| 11030 Desert Springs Cir | Houston | TX | 77095 | 832701870 | 501(c)(3) | $7,500 | Covid-19 relief |
| Chabad of Uptown | |||||||
| 4311 Bettis Dr | Houston | TX | 77027 | 450681070 | 501(c)(3) | $7,500 | Covid-19 relief |
| Chabad of West Houston | |||||||
| 12645 Whittington Drive | Houston | TX | 77077 | 274030963 | 501(c)(3) | $12,500 | Covid-19 relief |
| Colel Chabad | |||||||
| 806 Eastern Parkway | Brooklyn | NY | 11213 | 113254483 | 501(c)(3) | $12,000 | General support |
| Congregation Beth El | |||||||
| 3900 Raoul Wallenberg Lane | Missouri City | TX | 77459 | 121760042 | 501(c)(3) | $12,500 | Covid-19 relief |
| Congregation Beth Israel | |||||||
| 5600 North Braeswood Blvd | Houston | TX | 77096 | 741143080 | 501(c)(3) | $194,000 | General support, Covid-19 relief |
| Congregation Beth Rambam | |||||||
| 7518 Coachwood Drive | Houston | TX | 77071 | 760021736 | 501(c)(3) | $17,500 | Covid-19 relief |
| Congregation Beth Shalom | |||||||
| 5125 Shadow Bend Place | The Woodlands | TX | 77381 | 760030790 | 501(c)(3) | $17,500 | Covid-19 relief |
| Congregation Beth Yeshurun | |||||||
| 4525 Beechnut Blvd | Houston | TX | 77096 | 741222268 | 501(c)(3) | $35,000 | Covid-19 relief |
| Congregation Brith Shalom | |||||||
| 4610 Bellaire Blvd | Bellaire | TX | 77401 | 746019559 | 501(c)(3) | $25,000 | Covid-19 relief |
| Congregation Emanu El | |||||||
| 1500 Sunset Blvd | Houston | TX | 77005 | 741109756 | 501(c)(3) | $69,725 | General support, Covid-19 relief |
| Congregation Or Ami | |||||||
| 3443 Wilcrest Drive | Houston | TX | 77042 | 741742050 | 501(c)(3) | $12,500 | Covid-19 relief |
| Congregation Shaar Hashalom | |||||||
| 16020 El Camino Real | Houston | TX | 77062 | 741900010 | 501(c)(3) | $10,000 | Covid-19 relief |
| Congregation Shma Koleinu | |||||||
| PO Box 1808 | Bellaire | TX | 77401 | 464271882 | 501(c)(3) | $12,500 | Covid-19 relief |
| Evelyn Rubenstein JCC | |||||||
| 5601 South Braeswood Blvd | Houston | TX | 77096 | 741198298 | 501(c)(3) | $741,509 | General support, Covid-19 relief |
| Friends of Israel Defense Forces | |||||||
| 60 East 42nd Street | New York | NY | 10165 | 133156445 | 501(c)(3) | $100,000 | General support |
| Goldberg Montessori School | |||||||
| 4610 Bellaire Blvd | Houston | TX | 77401 | 450519502 | 501(c)(3) | $36,825 | General support, Covid-19 relief |
| Hand in Hand American Friends | |||||||
| PO Box 80102 | Portland | OR | 97280 | 931269590 | 501(c)(3) | $47,000 | General support |
| Houston Congregation of Reform Judaism | |||||||
| 801 Bering Dr | Houston | TX | 77057 | 741457948 | 501(c)(3) | $20,000 | Covid-19 relief |
| Houston Friendship Circle | |||||||
| 10101 Fondren Rd Suite 510 | Houston | TX | 77096 | 464596952 | 501(c)(3) | $15,000 | General support, Covid-19 relief |
| Houston Hillel | |||||||
| 1700 Bissonnet | Houston | TX | 77005 | 760684042 | 501(c)(3) | $95,000 | General support, Covid-19 relief |
| Houston Jewish Community Fdn | |||||||
| 5603 South Braeswood Blvd | Houston | TX | 77096 | 760187329 | 501(c)(3) | $803,000 | Leo Baeck Education Center endowment |
| Houston Jewish Community Fdn | |||||||
| 5603 South Braeswood Blvd | Houston | TX | 77096 | 760187329 | 501(c)(3) | $110,063 | Promise of Hope endowment |
| Houston Jewish Community Fdn | |||||||
| 5603 South Braeswood Blvd | Houston | TX | 77096 | 760187329 | 501(c)(3) | $450,000 | Rashi Foundation/YEDA endowment |
| Houston Jewish Community Fdn | |||||||
| 5603 South Braeswood Blvd | Houston | TX | 77096 | 760187329 | 501(c)(3) | $284,680 | Chaplaincy, PJ Library Endowment & other |
| Jewish Agency for Israel-North American Council | |||||||
| 633 3rd Avenue 21st Floor | New York | NY | 10017 | 230053483 | 501(c)(3) | $20,000 | General support |
| Jewish Community North | |||||||
| 5400 Fellowship Drive | Spring | TX | 77379 | 510204363 | 501(c)(3) | $12,500 | Covid-19 relief |
| Jewish Family Service | |||||||
| 4131 S Braeswood Blvd | Houston | TX | 77025 | 741152607 | 501(c)(3) | $2,005,136 | General support, Covid-19 relief |
| Jewish Federations of N America | |||||||
| 25 Broadway Suite 1700 | New York | NY | 10004 | 131624240 | 501(c)(3) | $400,000 | Jewish Agency for Israel support |
| Jewish Federations of N America | |||||||
| 25 Broadway Suite 1700 | New York | NY | 10004 | 131624240 | 501(c)(3) | $475,000 | Joint Distribution Comm. General & Global Welfare support |
| Jewish Federations of N America | |||||||
| 25 Broadway Suite 1700 | New York | NY | 10004 | 131624240 | 501(c)(3) | $120,500 | P2K Yoseftal Dado community support |
| Jewish Federations of N America | |||||||
| 25 Broadway Suite 1700 | New York | NY | 10004 | 131624240 | 501(c)(3) | $312,997 | General support |
| Jewish Federations of N America | |||||||
| 25 Broadway Suite 1700 | New York | NY | 10004 | 131624240 | 501(c)(3) | $98,361 | World Ort, Birthright Israel, iRep, VOT |
| Jewish National Fund | |||||||
| 42 East 69th St | New York | NY | 10021 | 131659627 | 501(c)(3) | $250,000 | General support |
| Judaism and Democracy Action Alliance-N America | |||||||
| 364 West 117th Street | New York | NY | 10026 | 134072492 | 501(c)(3) | $20,000 | General support |
| Just One Life | |||||||
| 587 Fifth Ave 702 | New York | NY | 10017 | 133533863 | 501(c)(3) | $100,000 | General support |
| Letter of the Law | |||||||
| 11 Livingston Street Suite 1928 | Brooklyn | NY | 11201 | 812789183 | 501(c)(3) | $75,000 | General support |
| Moishe House | |||||||
| 5802 Monroe Road | Charlotte | NC | 28212 | 262599786 | 501(c)(3) | $25,000 | General support, Covid-19 relief |
| Ohr Torah Stone Institutions | |||||||
| 49 West 45th Street Suite 701 | New York | NY | 10036 | 133275531 | 501(c)(3) | $75,000 | General support |
| Robert M Beren Academy | |||||||
| 11333 Cliffwood Dr | Houston | TX | 77035 | 741652136 | 501(c)(3) | $141,550 | General support, Covid-19 relief |
| Save A Child's Heart Foundation | |||||||
| PO Box 59172 | Potomac | MD | 20859 | 521783323 | 501(c)(3) | $200,000 | General support |
| Seven Acres Jewish Senior Care | |||||||
| 6200 N Braeswood Blvd | Houston | TX | 77074 | 741143086 | 501(c)(3) | $468,864 | General support, Covid-19 relief |
| Temple Beth Tikvah | |||||||
| 12411 Park Shadows Trl | Houston | TX | 77058 | 760447631 | 501(c)(3) | $10,000 | Covid-19 relief |
| Temple Beth Torah | |||||||
| 320 Shallow Drive | Humble | TX | 77338 | 760078675 | 501(c)(3) | $10,000 | Covid-19 relief |
| Temple Sinai | |||||||
| 13875 Brimhurst Drive | Houston | TX | 77077 | 742130257 | 501(c)(3) | $12,500 | Covid-19 relief |
| Texas Friends of Chabad Lubavitch | |||||||
| 10900 Fondren Road | Houston | TX | 77096 | 237278350 | 501(c)(3) | $7,500 | Covid-19 relief |
| Texas Hillel Foundation | |||||||
| 2105 San Antonio Street | Austin | TX | 78705 | 521758802 | 501(c)(3) | $70,000 | General support, Covid-19 relief |
| The EmeryWeiner School | |||||||
| 9825 Stella Link | Houston | TX | 77025 | 421569069 | 501(c)(3) | $340,450 | General support, Covid-19 relief |
| The Hillel at Texas A&M | |||||||
| 800 George Bush Dr | College Station | TX | 77840 | 741398514 | 501(c)(3) | $28,000 | General support, Covid-19 relief |
| The Irvin M Shlenker School | |||||||
| 5600 North Braeswood Blvd | Houston | TX | 77096 | 760686559 | 501(c)(3) | $142,650 | General support, Covid-19 relief |
| The Koby Mandell Foundation | |||||||
| 366 Pearsall Avenue Suite 1 | Cedarhurst | NY | 11516 | 912169027 | 501(c)(3) | $95,000 | General support |
| The Shul of Bellaire | |||||||
| 5307 Bissonnet St | Bellaire | TX | 77401 | 263624670 | 501(c)(3) | $10,000 | Covid-19 relief |
| Torah Day School | |||||||
| 10900 Fondren Road | Houston | TX | 77096 | 237278350 | 501(c)(3) | $99,075 | General support, Covid-19 relief |
| Torah Girls Academy of Houston | |||||||
| 7811 Ludington Drive | Houston | TX | 77071 | 208706360 | 501(c)(3) | $21,800 | General support, Covid-19 relief |
| United Orthodox Synagogues | |||||||
| 9001 Greenwillow | Houston | TX | 77096 | 741400815 | 501(c)(3) | $10,000 | Covid-19 relief |
| URJ Greene Family Camp | |||||||
| 1192 Smith Lane | Bruceville | TX | 76630 | 131663143 | 501(c)(3) | $18,500 | General support |
| UT Chabad House | |||||||
| 2101 Nueces St | Austin | TX | 78705 | 452530523 | 501(c)(3) | $23,000 | General support, Covid-19 relief |
| Yeshiva Torat Emet | |||||||
| 11330 Braesridge Drive | Houston | TX | 77071 | 201354171 | 501(c)(3) | $181,500 | General support, Covid-19 relief |
| Young Israel of Houston | |||||||
| 7823 Ludington Drive | Houston | TX | 77071 | 760194623 | 501(c)(3) | $7,500 | Covid-19 relief |
| Zecher Avrohom | |||||||
| 1715 51st Street | Brooklyn | NY | 11204 | 263744888 | 501(c)(3) | $100,000 | Support for At-Risk Families |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 68 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| Israel Trip and Camp scholarships | 171 | $162,750 |
| Teacher grants | 7 | $2,275 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Discretionary Spending Acct | Yes (X) | DiscretionarySpendingAcctInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Kari D Saratovsky | ||||||||||||||
| President & CEO | $302,160 | $0 | $0 | $0 | $0 | $0 | $11,513 | $0 | $8,360 | $0 | $322,033 | $0 | $0 | $0 |
| Laurie Bieber | ||||||||||||||
| CDO to Dec. 2020 | $226,030 | $0 | $0 | $0 | $0 | $0 | $6,851 | $0 | $10,408 | $0 | $243,289 | $0 | $0 | $0 |
| Suzanne Jacobson | ||||||||||||||
| Sr. VP Development | $183,667 | $0 | $0 | $0 | $0 | $0 | $12,261 | $0 | $659 | $0 | $196,587 | $0 | $0 | $0 |
| Elaine Kellerman | ||||||||||||||
| Sr. VP Education | $167,487 | $0 | $0 | $0 | $0 | $0 | $11,225 | $0 | $702 | $0 | $179,414 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 1a | FormAndLineReferenceDesc |
| Explanation | In the current fiscal year, the Federation budgeted $3,000 for a CEO discretionary fund that was not utilized. The organization reimbursed the President/CEO $1,612.50 for membership dues to the Evelyn Rubenstein Jewish Community Center. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 15 | ContributionCnt |
| Noncash Contributions Rpt F990 | $82,086 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 2 | Sandy Weiner and Debra Cohen have a family relationship. Joe Kornfeld and Dori Goldman have a family relationship. Daniel Barvin and Eric Barvin have a family relationship. Hy Penn and Kacie Penn have a family relationship. Joe Kaplan and Russ Robinson have a business relationship. Arturo Karakowsky, Kari Saratovsky, and Eric Barvin have a business relationship. |
| Form 990, Part VI, Section B, line 11b | The 990 Form is reviewed by the Controller and CFOO and emailed to Board members for their 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 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. |
| Form 990, Part XI, line 9: | Audit adj. to record receipts from donor advised funds in the proper period -2,643,129. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Houston Jewish Community Fndn | ||||||||||
| 5603 South Braeswood Blvd | Houston | TX | 77096 | 760187329 | Donor-centered community foundation | TX | 501(c)(3) | 7 | Jewish Federation of Greater Houston | Yes (1) |
| Mary L & William J Osher Fndn | ||||||||||
| 5603 South Braeswood Blvd | Houston | TX | 77096 | 205094518 | Support the Jewish Federation of Gr. Hou | TX | 501(c)(3) | 12a | Jewish Federation of Greater Houston | Yes (1) |
| The Becker Family Foundation | ||||||||||
| 5603 South Braeswood Blvd | Houston | TX | 77096 | 760560995 | Support the Jewish Federation of Gr. Hou | TX | 501(c)(3) | 12a | Jewish Federation of Greater Houston | Yes (1) |
| Alan F & Diane R Levin Fndn | ||||||||||
| 5603 South Braeswood Blvd | Houston | TX | 77096 | 760613294 | Support Jewish Fed & Hou Jew Comm Fdn | TX | 501(c)(3) | 12a | Jewish Federation & Hstn Jewish Comm Fdn | Yes (1) |
| The Rauch Foundation | ||||||||||
| 5603 South Braeswood Blvd | Houston | TX | 77096 | 760300344 | Support the Jewish Federation of Gr. Hou | TX | 501(c)(3) | 12a | Jewish Federation of Greater Houston | Yes (1) |
| Donald & Martha Kaplan Freedman Fndn | ||||||||||
| 5603 South Braeswood Blvd | Houston | TX | 77096 | 455449056 | Support the Houston Jewish Community Fdn | TX | 501(c)(3) | 12a | Houston Jewish Community Foundation | 0 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Houston Jewish Community Foundation | ||
| B | $1,647,743 | Cash |
| Houston Jewish Community Foundation | ||
| C | $1,899,450 | Cash |
| Mary L & William J Osher Fndn | ||
| C | $250,000 | Cash |
| The Rauch Foundation | ||
| C | $1,000 | Cash |
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