JEWISH FAMILY SERVICE: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- JEWISH FAMILY SERVICE (EIN 74-1152607)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-09-10
- IRS object ID
- 202532539349301823
- Schema version
- 2024v5.2
- 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 G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-09-10T15:50:27-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 760448495 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAM LANGSTON & BREZINA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11550 FUQUA SUITE 475 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77034 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 741152607 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWISH FAMILY SERVICE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JEWI | BusinessNameControlTxt |
| Phone | 7136679336 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4131 S BRAESWOOD | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77025 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CARL E JOSEHART | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 7136673619 | PhoneNum |
| Signature | 2025-09-10 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHERI REICHEL | PreparerPersonNm |
| PTIN | P00850756 | PTIN |
| Phone | 2814811040 | PhoneNum |
| Preparation | 2025-09-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CARL E JOSEHART | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4131 S BRAESWOOD | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77025 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $17,948,830 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.JFSHOUSTON.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1913 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | COMPREHENSIVE SOCIAL SERVICES FOR INDIVIDUALS, FAMILIES, AND CHILDREN | ActivityOrMissionDesc |
| Voting Members Governing Body | 41 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 41 | VotingMembersIndependentCnt |
| Total Employee | 121 | TotalEmployeeCnt |
| Total Volunteers | 459 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $8,443,174 | PYContributionsGrantsAmt |
| CY Contributions Grants | $11,543,461 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,264,313 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,167,048 | CYProgramServiceRevenueAmt |
| PY Investment Income | $195,631 | PYInvestmentIncomeAmt |
| CY Investment Income | $211,361 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$270,422 | PYOtherRevenueAmt |
| CY Other Revenue | $27,482 | CYOtherRevenueAmt |
| PY Total Revenue | $9,632,696 | PYTotalRevenueAmt |
| CY Total Revenue | $12,949,352 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,849,136 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,135,118 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,935,744 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,411,402 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,355,464 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,715,767 | PYOtherExpensesAmt |
| CY Other Expenses | $3,342,338 | CYOtherExpensesAmt |
| PY Total Expenses | $10,500,647 | PYTotalExpensesAmt |
| CY Total Expenses | $12,888,858 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$867,951 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $60,494 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $12,244,390 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,782,535 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $595,218 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,052,534 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $11,649,172 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $11,730,001 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF JEWISH FAMILY SERVICE IS TO TRANSFORM LIVES BY EMPOWERING INDIVIDUALS, FAMILIES AND COMMUNITIES -- DRIVEN BY COMPASSION, LEADING THROUGH INNOVATION, GUIDED BY JEWISH VALUES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,823,829 | ExpenseAmt |
| Grant | $270 | GrantAmt |
| Revenue | $507,408 | RevenueAmt |
| Desc | SEE SCHEDULE O. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,249,105 | ExpenseAmt |
| Grant | $4,094,141 | GrantAmt |
| Desc | SEE SCHEDULE O. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,339,140 | ExpenseAmt |
| Grant | $11,339 | GrantAmt |
| Revenue | $636,476 | RevenueAmt |
| Desc | SEE SCHEDULE O. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $997,997 | ExpenseAmt |
| Grant | $29,368 | GrantAmt |
| Revenue | $29,489 | RevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $997,997 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $29,368 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $29,489 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $10,410,071 | 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 | 0 | 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 | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | 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 | 0 | 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 | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 96 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 121 | 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 | 41 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 41 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | 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 |
| Own Website | Yes (X) | OwnWebsiteInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAMMY HOPWOOD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7136679336 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4131 S BRAESWOOD | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77025 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (48 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 |
|---|---|---|---|---|---|---|---|---|
| CAROLYN KAPLAN | ||||||||
| PRESIDENT | 5.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| VIKKI EVANS | ||||||||
| ASSISTANT SECRETARY | 6.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| PHIL COHEN | ||||||||
| VP OF DEVELOPMENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SANDI WOLF | ||||||||
| IMMEDIATE PAST PRES | 6.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SASHA ALEXANDER | ||||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JAY EPSTEIN | ||||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| COURTNEY GARSON | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BRUCE SHELBY | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL MAZVINSKY | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MARCY MARGOLIS | ||||||||
| BOARD ENGAGEMENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SUSAN FARB MORRIS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JONATHAN RISCH | ||||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| GREG LEWIS | ||||||||
| ASSISTANT TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ELLEN BRODSKY GABER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GRETCHEN GEMEINHARDT | ||||||||
| VP OF ADMINISTRATION | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL RICHKER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DEBORAH SOPHER | ||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| AILEEN WEYCER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMIE WOLF | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RORI FELDMAN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID HARRIS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARC OSTER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ELLEN ROBINSON | ||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KIM TRIMBLE | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JAN MILLER | ||||||||
| VP PROGRAM SERVICES | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SUSAN SCHNEIDER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| EMILY FREEDMAN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LAINIE GORDON | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LARRY JACOBS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL SEGAL | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SUSAN SMITH | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KAREN EDELMAN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SHAYNA ANDREWS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| YARDEN FINDER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RABBI ADRIENNE SCOTT | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DEBORAH BONIUK | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JULIE GILBERT | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| REBECCA GINSBURG | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SUSAN PATT | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SUNNI MARKOWITZ | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SILVIA RIFF | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID MORRIS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| APRIL LOVE | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ADA CHEUNG | ||||||||
| CHIEF CLINICAL OFFICER | 40.00 | Yes (X) | $128,396 | $0 | $20,609 | |||
| RACHEL DAVIS | ||||||||
| CHIEF PHILANTHROPY OFFICER | 40.00 | Yes (X) | $185,870 | $0 | $17,148 | |||
| TAMMY HOPWOOD | ||||||||
| CHIEF FINANCIAL OFFICER | 40.00 | Yes (X) | $179,680 | $0 | $22,523 | |||
| CARL E JOSEHART | ||||||||
| CHIEF EXECUTIVE OFFICER | 40.00 | 1.00 | Yes (X) | $255,133 | $0 | $43,523 | ||
| DENISE GARCIA | ||||||||
| DIRECTOR OF ACCTG AND FINANCE | 40.00 | $124,888 | $0 | $18,163 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $873,967 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $121,966 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | 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 |
| Fundraising | $2,125,014 | FundraisingAmt |
| Related Organizations | $1,036,140 | RelatedOrganizationsAmt |
| Government Grants | $148,792 | GovernmentGrantsAmt |
| All Other Contributions | $8,233,515 | AllOtherContributionsAmt |
| Total Contributions | $11,543,461 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PROGRAM SERVICE FEES | 624100 | $1,049,643 | $1,049,643 |
| PRODUCT SALES | 624100 | $115,445 | $115,445 |
| STUDENT LOAN ADMIN FEES | 624100 | $1,960 | $1,960 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,167,048 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $206,429 | TotalRevenueColumnAmt |
| Exclusion | $206,429 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,607,783 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,602,851 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,932 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,932 | TotalRevenueColumnAmt |
| Exclusion | $4,932 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $417,784 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $2,125,014 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $396,627 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $21,157 | TotalRevenueColumnAmt |
| Exclusion | $21,157 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 624100 | BusinessCd |
| Total Revenue Column | $6,325 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,325 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $6,325 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,949,352 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,173,373 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $232,518 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $188,177 | TotalAmt |
| Program Services | $188,177 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,946,941 | TotalAmt |
| Program Services | $3,946,941 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $995,932 | TotalAmt |
| Program Services | $765,724 | ProgramServicesAmt |
| Management And General | $109,343 | ManagementAndGeneralAmt |
| Fundraising | $120,865 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,392,849 | TotalAmt |
| Program Services | $2,608,598 | ProgramServicesAmt |
| Management And General | $372,498 | ManagementAndGeneralAmt |
| Fundraising | $411,753 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $680,257 | TotalAmt |
| Program Services | $514,413 | ProgramServicesAmt |
| Management And General | $76,890 | ManagementAndGeneralAmt |
| Fundraising | $88,954 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $342,364 | TotalAmt |
| Program Services | $263,461 | ProgramServicesAmt |
| Management And General | $37,713 | ManagementAndGeneralAmt |
| Fundraising | $41,190 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $260 | TotalAmt |
| Management And General | $260 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,563 | TotalAmt |
| Management And General | $36,563 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $945,189 | TotalAmt |
| Program Services | $702,411 | ProgramServicesAmt |
| Management And General | $159,459 | ManagementAndGeneralAmt |
| Fundraising | $83,319 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $349,850 | TotalAmt |
| Program Services | $194,635 | ProgramServicesAmt |
| Management And General | $79,200 | ManagementAndGeneralAmt |
| Fundraising | $76,015 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $332,465 | TotalAmt |
| Program Services | $244,742 | ProgramServicesAmt |
| Management And General | $53,346 | ManagementAndGeneralAmt |
| Fundraising | $34,377 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $305,992 | TotalAmt |
| Program Services | $235,041 | ProgramServicesAmt |
| Management And General | $46,015 | ManagementAndGeneralAmt |
| Fundraising | $24,936 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $177,334 | TotalAmt |
| Program Services | $149,040 | ProgramServicesAmt |
| Management And General | $14,408 | ManagementAndGeneralAmt |
| Fundraising | $13,886 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| SUPPLIES | $394,978 | $286,627 | $54,912 | $53,439 |
| INDIRECT EVENT EXPENSES | $362,208 | $362,208 | ||
| OTHER EXPENSES | $285,703 | $220,852 | $47,552 | $17,299 |
| PRINTING AND PUBLICATIO | $103,384 | $69,769 | $13,796 | $19,819 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,412 | TotalAmt |
| Program Services | $19,640 | ProgramServicesAmt |
| Management And General | $21,368 | ManagementAndGeneralAmt |
| Fundraising | $7,404 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,888,858 | TotalAmt |
| Program Services | $10,410,071 | ProgramServicesAmt |
| Management And General | $1,123,323 | ManagementAndGeneralAmt |
| Fundraising | $1,355,464 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $407,720 | BOYAmt |
| EOY | $564,575 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,946,692 | BOYAmt |
| EOY | $3,656,274 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $884,808 | BOYAmt |
| EOY | $2,771,914 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $351,540 | BOYAmt |
| EOY | $329,436 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $182,959 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,264 | BOYAmt |
| EOY | $55,114 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $7,534,414 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,429,603 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,102,506 | BOYAmt |
| EOY | $5,104,811 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $150,000 | BOYAmt |
| EOY | $150,000 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $190,901 | BOYAmt |
| EOY | $150,411 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,244,390 | BOYAmt |
| EOY | $12,782,535 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $399,543 | BOYAmt |
| EOY | $896,744 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,450 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $194,225 | BOYAmt |
| EOY | $155,790 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $595,218 | BOYAmt |
| EOY | $1,052,534 | 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 | $7,518,370 | BOYAmt |
| EOY | $7,599,600 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,130,802 | BOYAmt |
| EOY | $4,130,401 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,649,172 | BOYAmt |
| EOY | $11,730,001 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,244,390 | BOYAmt |
| EOY | $12,782,535 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $60,494 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $20,335 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| 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 | $10,453,499 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,400,531 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,717,071 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,181,405 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,543,461 | CurrentTaxYearAmt |
| Total | $50,295,967 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,453,499 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,400,531 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,717,071 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,181,405 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,543,461 | CurrentTaxYearAmt |
| Total | $50,295,967 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $382,468 | SubstantialContributorsTotAmt |
| Public Support Total170 | $49,913,499 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $52,987 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,810 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | -$382 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $195,631 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $211,361 | CurrentTaxYearAmt |
| Total | $463,407 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $50,759,374 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $4,891,247 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.98330 | PublicSupportCY170Pct |
| Public Support PY170 | 0.97390 | 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
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $175,000 | OtherCostOrOtherBasisAmt |
| Book Value | $175,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,348,985 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,987,623 | DepreciationAmt |
| Book Value | $4,361,362 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $292,830 | OtherCostOrOtherBasisAmt |
| Depreciation | $91,771 | DepreciationAmt |
| Book Value | $201,059 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $717,599 | OtherCostOrOtherBasisAmt |
| Depreciation | $350,209 | DepreciationAmt |
| Book Value | $367,390 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $5,104,811 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASE LIABILITY | Desc |
| Amt | $155,790 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $155,790 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $12,607,479 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $20,335 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$362,208 | OtherRevenueAmt |
| Revenue Not Reported | -$341,873 | RevenueNotReportedAmt |
| Revenue Subtotal | $12,949,352 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $12,949,352 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $12,526,650 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $12,526,650 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $362,208 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $362,208 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $12,888,858 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | INDIRECT EVENT EXPENSES -362,208. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | INDIRECT EVENT EXPENSES 362,208. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $2,542,798 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $2,125,014 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $417,784 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $329,752 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $7,225 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $59,650 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $2,542,798 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $2,125,014 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $417,784 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $329,752 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $7,225 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $59,650 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $396,627 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $21,157 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOUSTON JEWISH FAMILY FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4131 S BRAESWOOD | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77025 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 760240622 | RecipientEIN |
| IRC Section | 501C3 | IRCSectionDesc |
| Cash Grant | $188,177 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | CHARITABLE PROGRAMS | PurposeOfGrantTxt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SPECIFIC ASSISTANCE TO INDIVIDUALS | GrantTypeTxt |
| Recipient | 859 | RecipientCnt |
| Cash Grant | $3,946,941 | CashGrantAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CARL E JOSEHART | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $255,133 | $0 | $0 | $0 | $0 | $0 | $18,098 | $0 | $25,425 | $0 | $298,656 | $0 | $0 | $0 |
| RACHEL DAVIS | ||||||||||||||
| CHIEF PHILANTHROPY OFFICER | $185,870 | $0 | $0 | $0 | $0 | $0 | $5,545 | $0 | $11,603 | $0 | $203,018 | $0 | $0 | $0 |
| TAMMY HOPWOOD | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $179,680 | $0 | $0 | $0 | $0 | $0 | $10,920 | $0 | $11,603 | $0 | $202,203 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 4A - PROGRAM SERVICE ACCOMPLISHMENTS | BEHAVIORAL AND MENTAL HEALTH SERVICES (BMHS): A PREMIERE RESOURCE IN HOUSTON FOR MENTAL HEALTH COUNSELING, ALEXANDER JFS PROVIDES TRAUMA AND OTHER THERAPEUTIC MODALITY THERAPY TO ADULTS: INDIVIDUALS, FAMILIES AND COUPLES WITH GREATER ACCESS DUE TO THE AVAILABILITY OF A SLIDING FEE SCALE; COMMUNITY INTERVENTION PROGRAMS FOR ALL AGES TO REDUCE STIGMAS ASSOCIATED WITH SEEKING HELP, TO HELP PREVENT SUICIDE AND SUBSTANCE MISUSE AND TO PROMOTE AWARENESS OF THE NATIONAL 988 MENTAL HEALTH CRISIS HOTLINE. THE AGENCY IS FREQUENTLY CALLED UPON WHEN SCHOOLS AND OTHER INSTITUTIONS EXPERIENCE A SUICIDE OR TRAGIC DEATH. AN ACTIVE MENTAL HEALTH FIRST AID TRAINING DIVISION HELPS ADULTS AND ADULTS WHO SPECIFICALLY WORK WITH YOUTH IDENTIFY AND ADDRESS MENTAL HEALTH CRISIS IN INDIVIDUALS TO BE ABLE TO INTERVENE AND PROVIDE RESOURCES. CHILDREN'S MENTAL HEALTH PROGRAM PROVIDES COUNSELING SERVICES TO CHILDREN, ADOLESCENTS AND TEENS WITH SPECIALIZED ENVIRONMENTS DESIGNED FOR EACH AGE GROUP. A WIDE VARIETY OF AVAILABLE SUPPORT GROUPS LEVERAGE THE ABILITY TO SEE MORE CLIENTS AND REDUCE WAITING FOR SERVICES. THE AGENCY MAINTAINS ACTIVE PROGRAMS FOR SUPPORTING THOSE ENTERING THE FIELD, FROM MASTERS LEVEL STUDENT INTERNSHIPS, FELLOWSHIP SUPERVISION AND PLAY THERAPY TRAINING. |
| FORM 990, PART III, LINE 4B - PROGRAM SERVICE ACCOMPLISHMENTS | COACHING AND CASE MANAGEMENT (CCM) SERVICES: DISASTER SERVICES PROVIDES LONG-TERM RECOVERY CASE MANAGEMENT FOR THOSE IMPACTED BY DISASTERS, INCLUDING ASSESSMENTS, ACCESSING FINANCIAL AND OTHER RESOURCES, INTENSIVE COACHING AND CASE MANAGEMENT, DEVELOPING RECOVERY PLANS AND SUPPORTING INDIVIDUALS THROUGH THE RECOVERY PROCESS; CCM SERVES SENIOR ADULTS WITH SERVICES THAT FOCUS ON ASSESSMENT, COACHING AND CASE MANAGEMENT, PROVIDING ACCESS TO COUNSELING, INFORMATION AND REFERRAL, TRANSPORTATION BARRIERS, PROGRAMS AND SERVICES THAT AUGMENT THE ABILITY OF SENIORS TO MAINTAIN INDEPENDENCE, REDUCE EXPOSURE TO FALLS AND HOSPITALIZATION AND PROVIDE FOOD SECURITY. OUTREACH TO REDUCE ISOLATION AND ACCOMPANYING RISK FACTORS SUCH AS DEPRESSION INCLUDES FRIENDLY VISITORS AND A MUSIC AND SPIRIT PROGRAM. AGENCY STAFF LIAISONS SERVE HUD SENIOR HOUSING FACILITIES. FINANCIAL STABILITY SERVICES PROVIDES CLIENTS ONGOING OR EMERGENCY FINANCIAL ASSISTANCE, SUCH AS "ALICE" (ASSET LIMITED INCOME CONTRAINED EMPLOYED) CLIENTS, SENIORS ON FIXED INCOMES, FAMILIES AND CHILDREN EXPERIENCING UNEXPECTED CHALLENGES, HOLOCAUST SURVIVORS, AND THOSE WITH PERSISTENT MENTAL HEALTH ISSUES. CCM HELPS FAMILIES STABALIZE FROM EMERGENCY FINANCIAL CRISIS BY OFFERING FINANCIAL LITERACY COACHING WITH THE UW THRIVE MODEL. FAMILIES WITH INDIVIDUALS WITH DISABILITIES SEEK GUIDANCE AND RESOURCES FROM THE CCM DISABILITY CASE MANAGER TO NAVIGATE VARIOUS STATES OF LIFE FOR THEIR LOVED ONE. CCM ALSO SERVES AS A KEY REFERRAL PARTNER IN SW HOUSTON FOR HUNDREDS OF HOUSTONIANS SEEKING HELP THROUGH UW'S 211 HELPLINE. |
| FORM 990, PART III, LINE 4C - PROGRAM SERVICE ACCOMPLISHMENTS | DISABILITY SERVICES: PROVIDES DIRECT SERVICES IN THE AREAS OF EMPLOYMENT, LIFE SKILLS AND SOCIALIZATION AND ACCESS OF RESOURCES FOR INDIVIDUALS AND THEIR FAMILIES WITH A FULL SPECTRUM OF DISABILITIES, USING PERSON CENTERED BEST PRACTICE APPROACHES. CELEBRATION COMPANY IS AN ON-SITE EMPLOYMENT PROGRAM FOR ADULTS WITH DISABILITIES. IN ADDITION TO DIRECT SERVICES TO TRANSITION AGE YOUTH (14 - 22) AND ADULTS WITH DISABILITIES, THE JFS ALEXANDER INSTITUTE FOR INCLUSION IS THE ADVOCACY DIVISION FOR LOWERING STIGMAS RELATED TO DISABILITIES IN THE WORKPLACE, PLACES OF FAITH AND COMMUNAL ORGANIZATIONS THROUGH DIRECT SERVICE, EDUCATION, ARTS AND ADVOCACY. WORKSHOPS ARE OFFERED TO COMPANIES FOR THIS PURPOSE; A SIGNATURE FILM AND ARTS FESTIVAL, REELABILITIES, IS PRODUCED EACH YEAR IN COLLABORATION WITH THE MAYOR'S OFFICE FOR PEOPLE WITH DISABILITIES. |
| FORM 990, PART III, LINE 4D - OTHER PROGRAM SERVICES | CAREER AND EMPLOYMENT CENTER PROVIDES A BROAD ARRAY OF SERVICES AND WORKSHOPS THAT PROMOTE JOB READINESS FOR INDIVIDUALS OF ALL ABILITIES WITH PATHWAYS TO EMPLOYMENT FOR CLIENTS EITHER WITH SIGNIFICANT OBSTACLES TO SECURING EMPLOYMENT OR CLIENTS WHO ARE WORK READY. IN ADDITION, CAREER COACHES PROVIDE AN EXTENSIVE ARRAY OF ASSESSMENTS FOR THOSE EXPLORING CAREER CHANGES. WORKS WITH INDIVIDUALS TO PROVIDE PATHS TOWARD JOBS AND CAREERS WITH HIGHER INCOME TO BREAK THE CYCLE OF POVERTY. CHAPLAINCY SERVICES PROVIDES HOSPITAL VISITS, SPIRITUAL SUPPORT AND PRACTICAL ASSISTANCE TO JEWISH PATIENTS FROM HOUSTON OR OUT-OF-TOWN AT HOUSTON AREA HOSPITALS. IN ADDITION TO SERVING CLIENTS, JFS PROVIDES LEADERSHIP TO BROADER HOUSTON BY SELECTING, DEVELOPING AND IMPLEMENTING PROGRAMS THAT PROVIDE SYSTEMIC SOLUTIONS TO PROBLEMS JFS CLIENTS FACE, IN PARTICULAR REDUCING STIGMA RELATED TO SEEKING BEHAVIORAL AND MENTAL HEALTH SERVICES AND AT RISK FOR SUICIDE AS WELL AS A FOCUS ON REDUCING BARRIERS FOR INDIVIDUALS WITH DISABILITIES FROM REACHING THEIR FULL POTENTIAL. THE THIRD AREA OF EXPERTISE, FOR WHICH WE HAVE A LOCAL AND NATIONAL LEADERSHIP ROLE, IS IN LONG TERM DISASTER RECOVERY MANAGEMENT. WE ARE A TRUSTED COMMUNITY COLLABORATIVE PARTNER IN DIRECTLY RESPONDING TO EXISTING AND EMERGING NEEDS IN A COMPASSIONATE, IMPACTFUL AND INNOVATIVE MANNER. |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 IS REVIEWED BY THE CFO AND MADE AVAILABLE TO BOARD MEMBERS PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE MEMBERS OF THE BOARD OF DIRECTORS SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY. THE STATEMENTS ARE REVIEWED ANNUALLY. THE FOLLOWING BOARD MEMBERS OF THE ORGANIZATION ALSO SERVE AS BOARD MEMBERS FOR HOUSTON JEWISH FAMILY FOUNDATION: SANDI WOLF, ELLEN ROBINSON. CAROLYN KAPLAN, AND DEBORAH SOPHER |
| FORM 990, PART VI, SECTION B, LINE 15 | A COMPENSATION COMMITTEE REVIEWS THE SALARIES OF THE CEO AND OTHER TOP MANAGEMENT OFFICIALS OF THE ORGANIZATION WITH REFERENCE TO AVAILABLE COMPARABLE DATA FOR SIMILAR POSITIONS IN THE NON-PROFIT COMMUNITY. |
| FORM 990, PART VI, SECTION C, LINE 19 | JEWISH FAMILY SERVICE PROVIDE COPIES OF GOVERNING DOCUMENT, POLICIES AND FINANCIAL STATEMENTS TO THE PUBLIC VIA ITS WEBSITE. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOUSTON JEWISH FAMILY FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4131 SOUTH BRAESWOOD | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77025 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 760240622 | EIN |
| Primary Activities | SUPPORTING ORGANIZATION OF JEWISH FAMILY SERVICE | PrimaryActivitiesTxt |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 12(D) | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| 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 | Yes (1) | 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 | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| HOUSTON JEWISH FAMILY FOUNDATION | ||
| C | $1,036,140 | CASH |
| HOUSTON JEWISH FAMILY FOUNDATION | ||
| B | $188,177 | CASH |
| HOUSTON JEWISH FAMILY FOUNDATION | ||
| E | $147,593 | CASH |
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