JEWISH COMMUNITY ASSOCIATION OF GREATER PHOENIX: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- JEWISH COMMUNITY ASSOCIATION OF GREATER PHOENIX (EIN 45-3910992)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-10-30
- IRS object ID
- 201913039349302271
- Schema version
- 2018v3.1
- 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 L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-10-30T19:20:50-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9801 WASHINGTONIAN BLVD STE 500 | AddressLine1Txt |
| City | GAITHERSBURG | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20878 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 453910992 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JEWISH COMMUNITY ASSOCIATION OF | BusinessNameLine1Txt |
| Business Name Line2 | GREATER PHOENIX | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JEWI | BusinessNameControlTxt |
| Phone | 4806344900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12701 N SCOTTSDALE RD STE 203 | AddressLine1Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 852545455 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARTY HABERER | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 4806344900 | PhoneNum |
| Signature | 2019-10-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM E TURCO CPA | PreparerPersonNm |
| PTIN | P00369217 | PTIN |
| Phone | 3012963600 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 66.98.98.130 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-10-30 | IPDt |
| IP Tm | 09:26:38 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWISH FEDERATION OF GREATER PHOENIX | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARTY HABERER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12701 N SCOTTSDALE RD STE 203 | AddressLine1Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 852545455 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $6,737,694 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.JEWISHPHOENIX.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2011 | FormationYr |
| Legal Domicile State | AZ | LegalDomicileStateCd |
| Activity Or Mission | FUNDRAISING TO SUPPORT OTHER NONPROFIT ORGANIZATIONS AND OVERSIGHT/MANAGEMENT OF THE JEWISH COMMUNITY CAMPUS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 25 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 32 | TotalEmployeeCnt |
| Total Volunteers | 250 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,892,020 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,943,052 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,503,159 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,458,532 | CYProgramServiceRevenueAmt |
| PY Investment Income | $405 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,058 | CYInvestmentIncomeAmt |
| PY Other Revenue | $41,472 | PYOtherRevenueAmt |
| CY Other Revenue | $149,259 | CYOtherRevenueAmt |
| PY Total Revenue | $6,437,056 | PYTotalRevenueAmt |
| CY Total Revenue | $6,552,901 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,079,323 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,905,689 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,447,224 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,709,349 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $7,500 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $16,818 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $709,109 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,287,213 | PYOtherExpensesAmt |
| CY Other Expenses | $3,398,424 | CYOtherExpensesAmt |
| PY Total Expenses | $6,821,260 | PYTotalExpensesAmt |
| CY Total Expenses | $7,030,280 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$384,204 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$477,379 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $32,278,292 | TotalAssetsBOYAmt |
| Total Assets EOY | $31,880,906 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,619,222 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,699,215 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $26,659,070 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $26,181,691 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | OUR MISSION IS TO STRENGTHEN AND SUSTAIN A VIBRANT, INCLUSIVE COMMUNITY THAT ENRICHES LIVES THROUGH JEWISH VALUES, INNOVATION AND STEWARDSHIP. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,231,047 | ExpenseAmt |
| Grant | $1,905,689 | GrantAmt |
| Revenue | $1,639,247 | RevenueAmt |
| Desc | THE CAMPAIGN FOR JEWISH NEEDS IS THE ANNUAL FUNDRAISING CAMPAIGN OF THE JEWISH COMMUNITY ASSOCIATION. THE CAMPAIGN RAISED MORE THAN $3.4 MILLION WHICH WAS DISTRIBUTED TO ORGANIZATIONS AND PROGRAMS THAT HELP ENGAGE THOSE IN NEED AND/OR ENHANCE JEWISH LIFE IN GREATER PHOENIX DURING 2018 THE ASSOCIATION APPROVED ALLOCATIONS TOTALING $1.7 MILLION TO ORGANIZATIONS WHICH BENEFITED MORE THAN 30 JEWISH PROGRAMS, LOCALLY, NATIONALLY, IN ISRAEL AND OVERSEAS.MORE THAN 1500 COMMUNITY MEMBERS ATTENDED THE ASSOCIATION'S LARGE-SCALE EVENTS - THE ANNUAL MEETING AND THE ANNUAL MEGA EVENT. BOTH FEATURED THEMES WITH A CONNECTING THREAD, THE POWER OF YOU AND THE POWER OF COMMUNITY.WOMEN'S PHILANTHROPY DREW MORE THAN 300 PARTICIPANTS TO EDUCATIONAL, OUTREACH, AND FUNDRAISING EVENTS, INCLUDING THE LION OF JUDAH AND POMEGRANATE DIVISION EVENTS, AS WELL AS THE FALL AND HANUKKAH PROGRAMS. IN ADDITION, THE INAUGURAL WOMEN'S PHILANTHROPY LEAGUE ENGAGED 24 WOMEN IN A YEAR-LONG+ PROGRAM OF HANDS-ON VOLUNTEERISM IN SOCIAL SERVICE. | Desc |
| Total Program Service Expenses | $4,231,047 | 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 |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| 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 | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | 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 | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | 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 | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | 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 | 14 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 32 | 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 | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| 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 | 25 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 24 | 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 | 0 | 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 | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LIZ JORGENSEN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4804817003 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12701 N SCOTTSDALE ROAD STE 201 | AddressLine1Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85254 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt |
|---|---|---|---|---|---|---|---|
| MARK FELDMAN | |||||||
| CO-CHAIR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DAVID WEINER | |||||||
| CO-CHAIR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MORRIE AARON | |||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BARRY MARKSON | |||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JONATHAN HOFFER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JULEE LANDAU-SHAHON | |||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DON SCHON | |||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MIKE ARKO | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HOWARD CABOT | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BENJAMIN ELLIS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GEORGE GOFFMAN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DANIELLE BRESLOW GROSS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ELIOT KAPLAN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JAKOB KHAZANOVICH | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SALLY OSCHERWITZ | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT ROOS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CYNDI ROSENTHAL | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LILY BEHBOODI SCHOEN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ESTHER SCHON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMI SCHULMAN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVEN SCHWARZ | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT SILVER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DEEDEE VECCHIONE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ALAN ZEICHICK | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BETH JO ZEITZER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARTY HABERER | |||||||
| CEO | 40.00 | Yes (X) | $197,970 | $0 | $20,090 | ||
| HOWARD SCKOLNIK | |||||||
| CFO | 25.00 | Yes (X) | $85,682 | $46,136 | $16,452 | 15.00 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $283,652 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $46,136 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $36,542 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| OPENWORKS | |||||
| 4742 N 24TH ST | PHOENIX | AZ | 85016 | JANITORIAL | $197,625 |
| PARAGON SERVICES LLC | |||||
| 1550 EAST MARYLAND AVE | PHOENIX | AZ | 85014 | BUILDING ENGINEERS | $194,962 |
| DRA COLLECTIVE | |||||
| 717 E MARYLAND AVENUE | PHOENIX | AZ | 85014 | CONSULTING - AGE ADVANTAGED | $140,298 |
| SCOTTSDALE SOLAR HOLDING | |||||
| 5055 N 32ND ST | PHOENIX | AZ | 85018 | ENERGY | $130,148 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $35,500 | FundraisingAmt |
| All Other Contributions | $4,907,552 | AllOtherContributionsAmt |
| Noncash Contributions | $222,600 | NoncashContributionsAmt |
| Total Contributions | $4,943,052 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FACILITY CHARGES | Desc |
| Business | 532000 | BusinessCd |
| Total Revenue Column | $1,458,532 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,458,532 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,458,532 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,058 | TotalRevenueColumnAmt |
| Exclusion | $2,058 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $153,337 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $35,500 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $184,793 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$31,456 | TotalRevenueColumnAmt |
| Exclusion | -$31,456 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $180,715 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $180,715 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $180,715 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,552,901 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,639,247 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$29,398 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,905,689 | TotalAmt |
| Program Services | $1,905,689 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $314,761 | TotalAmt |
| Program Services | $136,876 | ProgramServicesAmt |
| Management And General | $113,121 | ManagementAndGeneralAmt |
| Fundraising | $64,764 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,163,775 | TotalAmt |
| Program Services | $506,075 | ProgramServicesAmt |
| Management And General | $418,247 | ManagementAndGeneralAmt |
| Fundraising | $239,453 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,409 | TotalAmt |
| Program Services | $7,136 | ProgramServicesAmt |
| Management And General | $5,897 | ManagementAndGeneralAmt |
| Fundraising | $3,376 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $113,571 | TotalAmt |
| Program Services | $49,387 | ProgramServicesAmt |
| Management And General | $40,816 | ManagementAndGeneralAmt |
| Fundraising | $23,368 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,833 | TotalAmt |
| Program Services | $43,848 | ProgramServicesAmt |
| Management And General | $36,238 | ManagementAndGeneralAmt |
| Fundraising | $20,747 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $459 | TotalAmt |
| Management And General | $459 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,207 | TotalAmt |
| Management And General | $37,207 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,818 | TotalAmt |
| Fundraising | $16,818 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,358 | TotalAmt |
| Program Services | $15,700 | ProgramServicesAmt |
| Management And General | $21,676 | ManagementAndGeneralAmt |
| Fundraising | $45,982 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,333 | TotalAmt |
| Program Services | $29,760 | ProgramServicesAmt |
| Management And General | $34,901 | ManagementAndGeneralAmt |
| Fundraising | $4,672 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $549,493 | TotalAmt |
| Program Services | $329,273 | ProgramServicesAmt |
| Management And General | $116,867 | ManagementAndGeneralAmt |
| Fundraising | $103,353 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,136,673 | TotalAmt |
| Program Services | $90,342 | ProgramServicesAmt |
| Management And General | $1,046,331 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,312 | TotalAmt |
| Program Services | $11,804 | ProgramServicesAmt |
| Management And General | $29,864 | ManagementAndGeneralAmt |
| Fundraising | $21,644 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $185,719 | TotalAmt |
| Management And General | $149,427 | ManagementAndGeneralAmt |
| Fundraising | $36,292 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,085,173 | TotalAmt |
| Program Services | $1,093,157 | ProgramServicesAmt |
| Management And General | -$7,984 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,004 | TotalAmt |
| Program Services | $12,000 | ProgramServicesAmt |
| Management And General | $13,004 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| BAD DEBT (RECOVERY) | $120,906 | -$7,734 | $128,640 |
| OTHER EXPENSES | $41,787 | $41,787 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,030,280 | TotalAmt |
| Program Services | $4,231,047 | ProgramServicesAmt |
| Management And General | $2,090,124 | ManagementAndGeneralAmt |
| Fundraising | $709,109 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $861,224 | BOYAmt |
| EOY | $1,226,362 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $872,817 | BOYAmt |
| EOY | $446,906 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$122,850 | BOYAmt |
| EOY | $32,392 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,173 | BOYAmt |
| EOY | $56,660 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $42,175,118 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $13,299,263 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,589,458 | BOYAmt |
| EOY | $28,875,855 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,045,470 | BOYAmt |
| EOY | $1,242,731 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,278,292 | BOYAmt |
| EOY | $31,880,906 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $765,373 | BOYAmt |
| EOY | $865,347 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,250 | BOYAmt |
| EOY | $3,082 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,122,768 | BOYAmt |
| EOY | $4,082,483 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $683,831 | BOYAmt |
| EOY | $748,303 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,619,222 | BOYAmt |
| EOY | $5,699,215 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,073,389 | BOYAmt |
| EOY | $25,025,482 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $585,681 | BOYAmt |
| EOY | $1,156,209 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,659,070 | BOYAmt |
| EOY | $26,181,691 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,278,292 | BOYAmt |
| EOY | $31,880,906 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$477,379 | ReconcilationRevenueExpnssAmt |
| 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) |
|---|---|---|
| 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 | $6,407,709 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,956,096 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,689,378 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,892,021 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,943,052 | CurrentTaxYearAmt |
| Total | $25,888,256 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,407,709 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,956,096 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,689,378 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,892,021 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,943,052 | CurrentTaxYearAmt |
| Total | $25,888,256 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,811,275 | SubstantialContributorsTotAmt |
| Public Support Total170 | $22,076,981 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $26,615 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,663 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,346 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $405 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,058 | CurrentTaxYearAmt |
| Total | $40,087 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $19,147 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $127,577 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $539,441 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $108,904 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $180,175 | CurrentTaxYearAmt |
| Total | $975,244 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $26,903,587 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $9,616,445 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.82060 | PublicSupportCY170Pct |
| Public Support PY170 | 0.83490 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER REVENUE - 2014 AMOUNT: $ 19,147. 2015 AMOUNT: $ 127,577. 2016 AMOUNT: $ 539,441. 2017 AMOUNT: $ 108,904. 2018 AMOUNT: $ 180,175. | ExplanationTxt |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,187,000 | OtherCostOrOtherBasisAmt |
| Book Value | $10,187,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $27,909,059 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,006,362 | DepreciationAmt |
| Book Value | $17,902,697 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,029,318 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,272,833 | DepreciationAmt |
| Book Value | $756,485 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $49,741 | OtherCostOrOtherBasisAmt |
| Depreciation | $20,068 | DepreciationAmt |
| Book Value | $29,673 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $28,875,855 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CAPITAL LEASE OBLIGATIONS | $28,881 |
| DUE TO RELATED PARTY | $719,422 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $748,303 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $14,794,886 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | $8,241,985 | OtherRevenueAmt |
| Revenue Not Reported | $8,241,985 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,552,901 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $6,552,901 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $14,178,440 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $7,148,160 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $7,148,160 | ExpensesNotReportedAmt |
| Expenses Subtotal | $7,030,280 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $7,030,280 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE ASSOCIATION, THE CENTER AND THE QCO ARE ORGANIZED AS ARIZONA NONPROFIT CORPORATIONS. THE CENTER AND THE QCO HAVE BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE (IRS) AS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3). THE ASSOCIATION APPLIED TO THE IRS FOR EXEMPTION FROM FEDERAL INCOME TAXES UNDER SECTION 501(A) AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3). THE IRS'S DECISION WAS RECEIVED IN JUNE 2014 GRANTING THE ASSOCIATION STATUS UNDER SECTION 501(C)(3). THE ORGANIZATION BELIEVES THE ASSOCIATION, THE CENTER AND THE QCO ARE NOT PRIVATE FOUNDATIONS BECAUSE THEY QUALIFY AS ORGANIZATIONS DESCRIBED UNDER SECTIONS 509(A)(1) AND (3). THE CAMPUS IS ORGANIZED AS AN ARIZONA SINGLE MEMBER LIMITED LIABILITY COMPANY AND IS TREATED AS A DISREGARDED ENTITY OF THE ASSOCIATION FOR INCOME TAX PURPOSES. ACCORDINGLY, CONTRIBUTIONS TO THE CAMPUS SHOULD QUALIFY FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A). THE ASSOCIATION, THE CENTER AND THE QCO ARE ANNUALLY REQUIRED TO FILE A RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) WITH THE IRS. IN ADDITION, THE ENTITIES ARE GENERALLY SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO THEIR EXEMPT PURPOSES. THE ORGANIZATION HAS DETERMINED THAT THE ORGANIZATIONS HAVE NO TAXABLE UNRELATED BUSINESS INCOME AND THEY HAVE NOT FILED EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURNS (IRS FORMS 990-T) OR THEIR ARIZONA EQUIVALENTS, FORMS 99-T. THE ORGANIZATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY INCOME TAX POSITIONS TAKEN AND, AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE CONSOLIDATED FINANCIAL STATEMENTS. THE ENTITIES WOULD RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS AND LIABILITIES IN INCOME TAX EXPENSE IF SUCH INTEREST AND PENALTIES ARE INCURRED. GENERALLY, THE ASSOCIATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR THE YEARS ENDED BEFORE 2015. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | RELATED ENTITY REVENUES INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS 8,241,985. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RELATED ENTITY EXPENSES INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS 7,148,160. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIEGEL MARKETING GROUP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 686598 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60695 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | PHONE CALLS | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $37,251 | GrossReceiptsAmt |
| Retained By Contractor | $16,818 | RetainedByContractorAmt |
| Net To Organization | $20,433 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $37,251 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $16,818 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $20,433 | TotalNetToOrganizationAmt |
| Licensed States | AZ | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | MEGA | Event1Nm |
| Gross Receipts Event1 | $118,877 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $35,500 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $83,377 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $5,000 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $91,541 | OtherDirectExpensesEvent1Amt |
| Event2 | WOMENS IGNITION LUNCHEON | Event2Nm |
| Gross Receipts Event2 | $30,250 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $30,250 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $2,550 | RentFacilityCostsEvent2Amt |
| Other Direct Expenses Event2 | $41,276 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $13,061 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $13,061 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $100 | RentFcltyCostsOtherEventsAmt |
| Oth Direct Expnss Other Events | $19,899 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $162,188 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $35,500 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $126,688 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $7,650 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $152,716 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $160,366 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$33,678 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (17 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| VALLEY OF THE SUN JEWISH COMMUNITY CENTER | |||||||
| 12701 N SCOTTSDALE ROAD 203 | SCOTTSDALE | AZ | 85254 | 860622258 | 501(C)(3) | $490,950 | LOCAL SUPPORT |
| JEWISH FEDERATIONS OF NORTH AMERICA | |||||||
| 25 BROADWAY SUITE 1700 | NEW YORK | NY | 100041010 | 131624240 | 501(C)(3) | $345,000 | LOCAL AND OVERSEAS PROGRAM SUPPORT |
| JEWISH FAMILY & CHILDREN SERVICES AND SENIOR CONCIERGE | |||||||
| 4220 N 20TH AVE | PHOENIX | AZ | 85012 | 860096781 | 501(C)(3) | $273,683 | LOCAL SUPPORT |
| HILLEL & HILLEL ISRAEL ADVOCACY | |||||||
| 1012 SOUTH MILL AVE | TEMPE | AZ | 85281 | 866053800 | 501(C)(3) | $125,600 | LOCAL SUPPORT |
| EAST VALLEY JCC | |||||||
| 908 N ALMA SCHOOL RD | CHANDLER | AZ | 85224 | 860618301 | 501(C)(3) | $74,340 | LOCAL SUPPORT |
| BUREAU OF JEWISH EDUCATION | |||||||
| 12701 N SCOTTSDALE ROAD 206 | SCOTTSDALE | AZ | 85254 | 860560654 | 501(C)(3) | $56,000 | LOCAL SUPPORT |
| PARDES JEWISH DAY SCHOOL | |||||||
| 6805 E MCDONALD DR | PARADISE VLY | AZ | 85253 | 860969657 | 501(C)(3) | $46,860 | LOCAL SUPPORT |
| GESHER DISABILITY RESOURCES | |||||||
| 12701 N SCOTTSDALE ROAD STE 205 | SCOTTSDALE | AZ | 85254 | 860626273 | 501(C)(3) | $30,330 | LOCAL SUPPORT |
| VALLEY BEIT MIDRASH | |||||||
| 4645 E MARILYN RD | PHOENIX | AZ | 85032 | 455443715 | 501(C)(3) | $20,700 | LOCAL SUPPORT |
| PHOENIX HEBREW ACADEMY | |||||||
| 515 E BETHANY HOME RD | PHOENIX | AZ | 85012 | 860199058 | 501(C)(3) | $23,100 | LOCAL SUPPORT |
| TORAH DAY SCHOOL | |||||||
| 1118 W GLENDALE AVE | PHOENIX | AZ | 85021 | 273219251 | 501(C)(3) | $33,165 | LOCAL SUPPORT |
| MOISHE HOUSE | |||||||
| 441 E SAXONY ROAD BARN 2 | ENCINITAS | CA | 920242725 | 262599786 | 501(C)(3) | $15,000 | LOCAL SUPPORT |
| BBYO | |||||||
| 12701 N SCOTTSDALE ROAD 203 | SCOTTSDALE | AZ | 85254 | 311794932 | 501(C)(3) | $7,000 | LOCAL SUPPORT |
| SHE'ARIM GIRLS HIGH SCHOOL | |||||||
| 715 E SIERRA VISTA DR | PHOENIX | AZ | 85014 | 412211077 | 501(C)(3) | $6,105 | LOCAL SUPPORT |
| MINKOFF CENTER FOR JEWISH GENETICS | |||||||
| 12701 N SCOTTSDALE ROAD 203 | SCOTTSDALE | AZ | 85254 | 208139446 | 501(C)(3) | $5,600 | LOCAL SUPPORT |
| SMILE ON SENIORS | |||||||
| 2110 EAST LINCOLN DRIVE | PHOENIX | AZ | 85016 | 860441056 | 501(C)(3) | $13,000 | LOCAL SUPPORT |
| DESERT JEWISH ACADEMY | |||||||
| 3400 N DOBSON RD | CHANDLER | AZ | 85224 | 264762927 | 501(C)(3) | $5,115 | LOCAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 17 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION ONLY ISSUES GRANTS TO 501(C)(3) ORGANIZATIONS - POST GRANT MONITORING IS NOT CONSIDERED NECESSARY. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
| 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 | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARTY HABERER | PersonNm |
| Title | CEO | TitleTxt |
| Base Compensation Filing Org | $175,470 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $22,500 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $6,219 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $13,871 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $218,060 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | THE CEO ALONG WITH ALL OTHER JEWISH COMMUNITY ASSOCIATION OF GREATER PHOENIX EMPLOYEES RECEIVE A FREE MEMBERSHIP AT THE VOSJCC, WHICH IS IN THE VOSJCC NORMAL COURSE OF BUSINESS. |
| PART I, LINE 7 | BONUSES ARE PERFORMANCE-BASED, REFLECTING THE ORGANIZATION'S ACHIEVEMENT OF TANGIBLE AND INTANGIBLE GOALS. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID WEINER | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | BOARD MEMBER/CO-CHAIRS | RelationshipDescriptionTxt |
| Transaction | $578,000 | TransactionAmt |
| Transaction | DAVID WEINER IS THE PRESIDENT OF WEINER INSURANCE COMPANY. THE ORGANIZATION PAID PREMIUMS ON THE POLICIES FOR WHICH D WEINER IS THE INSURANCE BROKER. | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 18 | ContributionCnt |
| Noncash Contributions Rpt F990 | $222,600 | 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 (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE RETURN IS REVIEWED BY THE ORGANIZATION'S CFO, TREASURER, CEO AND CO-CHAIRS PRIOR TO FILING AND WILL BE PRESENTED TO THE BOARD AT ITS DECEMBER BOARD MEETING. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE REQUIRED TO FILL OUT A CONFLICT OF INTEREST FORM ANNUALLY. THE FORMS ARE REVIEWED INITIALLY BY THE CFO FOR POTENTIAL CONFLICTS. ANY POTENTIAL CONFLICTS ARE REVIEWED BY THE BOARD OF DIRECTORS. ANY PERSON WITH A CONFLICT IS RESTRICTED FROM VOTING ON RELATED MATTERS WHERE A CONFLICT MAY OCCUR. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE OFFICER TEAM RECOMMENDS THE COMPENSATION FOR THE PRESIDENT AND CONDUCTS PERIODIC PEROFRMANCE REVIEWS OF THE PRESIDENT. THIS PROCESS WAS LAST CONDUCTED IN 2018. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWISH COMMUNITY CAMPUS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12701 N SCOTTSDALE RD STE 201 | AddressLine1Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85254 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 860096784 | EIN |
| Primary Activities | FACILITY MANAGEMENT | PrimaryActivitiesTxt |
| Legal Domicile State | AZ | LegalDomicileStateCd |
| Total Income | $1,917,888 | TotalIncomeAmt |
| End Of Year Assets | $29,256,530 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JEWISH COMMUNITY ASSOCIATION OF GREATER PHOENIX | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| VALLEY OF THE SUN JEWISH COMMUNITY CENTER INC | ||||||||||
| 12701 N SCOTTSDALE RD 203 | SCOTTSDALE | AZ | 85254 | 860622258 | CHARITY | AZ | 501(C)(3) | LINE 11 | JEWISH COMMUNITY ASSOCIATION OF GREATER PHOENIX | Yes (1) |
| VALLEY OF THE SUN COMMUNITY CENTER QUALIFIED CHARITABLE ORGANIZATION | ||||||||||
| 12701 N SCOTTSDALE RD 203 | SCOTTSDALE | AZ | 85254 | 824444719 | TO RAISE & DISTRIBUTE FUNDING TO FAMILIES WITH SEVERE DISABILITIES CHILDREN | AZ | 501(C)(3) | LINE 7 | VALLEY OF THE SUN JEWISH COMMUNITY CENTER INC | 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 | 0 | 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 | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | 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 (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| VALLEY OF THE SUN JEWISH COMMUNITY CENTER | ||
| B | $490,950 | COST |
| VALLEY OF THE SUN JEWISH COMMUNITY CENTER | ||
| J | $1,002,522 | COST |
| VALLEY OF THE SUN JEWISH COMMUNITY CENTER | ||
| Q | $120,000 | COST |
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