THE JEWISH FEDERATION OF FORT WORTH AND TARRANT COUNTY: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- THE JEWISH FEDERATION OF FORT WORTH AND TARRANT COUNTY (EIN 75-0808797)
- Tax period
- 2016-09-01 to 2017-08-31
- Filed
- 2018-07-16
- IRS object ID
- 201801989349301165
- Schema version
- 2016v3.0
- Note
- A later return for the same period supersedes this one.
- 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 L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-07-16T14:52:35-05:00 | ReturnTs |
| Tax Period End | 2017-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 CHERRY STREET SUITE 1400 | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 750808797 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWISH FEDERATION OF FORT WORTH | BusinessNameLine1Txt |
| Business Name Line2 | & TARRANT COUNTY | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JEWI | BusinessNameControlTxt |
| Phone | 8175690892 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4049 KINGSRIDGE ROAD | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76109 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT GOLDBERG | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 8175690892 | PhoneNum |
| Signature | 2018-07-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAELA J CROMAR CPA | PreparerPersonNm |
| PTIN | P00895728 | PTIN |
| Phone | 8178775000 | PhoneNum |
| Preparation | 2018-07-16 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ROBERT GOLDBERG | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4049 KINGSRIDGE ROAD | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,267,906 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.TARRANTFEDERATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1956 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | TO BUILD A STRONG AND UNIFIED JEWISH COMMUNITY IN ORDER TO ENSURE WELL-BEING AND CONTINUITY OF THE JEWISH PEOPLE IN TARRANT COUNTY, IN ISRAEL, AND THROUGHOUT THE WORLD. | ActivityOrMissionDesc |
| Voting Members Governing Body | 30 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 30 | VotingMembersIndependentCnt |
| Total Employee | 13 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,250,605 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,075,081 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $15,946 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $65,072 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,240,970 | PYInvestmentIncomeAmt |
| CY Investment Income | $371,363 | CYInvestmentIncomeAmt |
| PY Other Revenue | $12,059 | PYOtherRevenueAmt |
| CY Other Revenue | -$29,748 | CYOtherRevenueAmt |
| PY Total Revenue | $2,519,580 | PYTotalRevenueAmt |
| CY Total Revenue | $1,481,768 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $324,897 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $253,680 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $535,799 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $699,108 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $142,867 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $839,963 | PYOtherExpensesAmt |
| CY Other Expenses | $729,618 | CYOtherExpensesAmt |
| PY Total Expenses | $1,700,659 | PYTotalExpensesAmt |
| CY Total Expenses | $1,682,406 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $818,921 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$200,638 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $15,464,274 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,221,927 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $875,776 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $898,706 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $14,588,498 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $15,323,221 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO BUILD A STRONG AND UNIFIED JEWISH COMMUNITY IN ORDER TO ENSURE WELL-BEING AND CONTINUITY OF THE JEWISH PEOPLE IN TARRANT COUNTY, IN ISRAEL, AND THROUGHOUT THE WORLD. THE FEDERATION PURSUES ITS MISSION THROUGH FUNDRAISING, COMMUNITY-WIDE PROGRAMMING, SUPPORTING JEWISH EDUCATION, FOSTERING COMMUNICATION AND COOPERATION AMONG JEWISH ORGANIZATIONS, AND BY BUILDING STRONG RELATIONSHIPS WITH ISRAEL AND THE COMMUITY AT LARGE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $201,737 | ExpenseAmt |
| Revenue | $48,919 | RevenueAmt |
| Desc | COMMUNITY SERVICE - PROVIDES SERVICES FOR THE ANNUAL CAMPAIGN AND THE FOLLOWING PROGRAMS OR SERVICES: MANAGEMENT AND ADMINISTRATION OF PROPERTY AND SERVICES; COMMUNITY RELATIONS; LEADERSHIP DEVELOPMENT AND ENDOWMENT. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $431,085 | ExpenseAmt |
| Revenue | $287 | RevenueAmt |
| Desc | JEWISH FAMILY SERVICES - PROVIDES COUNSELING; FAMILY ASSISTANCE; SENIORS AND RESETTLEMENT OF SOVIET JEWS IN THE UNITED STATES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $253,680 | ExpenseAmt |
| Grant | $253,680 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | FUNDING FOR VARIOUS NATIONAL AND LOCAL AGENCIES | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $88,402 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $15,866 | RevenueAmt |
| Desc | PROGRAMS - OPERATES THE FOLLOWING PROGRAMS: YOM HA'SHOAH; YOM HA'ATZMOUT; YOM HA'ZIKARON; CHANUKAH; PURIM; SCHOLAR-IN-RESIDENCE AND SYLVIA WOLENS DAYTIMERS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $88,402 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $15,866 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $974,904 | 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 | Yes (1) | 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 | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | 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 | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | Yes (1) | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | Yes (1) | 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 With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| 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 | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 13 | 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 |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 30 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 30 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | Yes (1) | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | 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 | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT GOLDBERG | PersonNm |
| Phone | 8175690892 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4049 KINGSRIDGE ROAD | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76109 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (35 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| DIANE KLEINMAN | |||||||
| PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| TODD BLUMENFELD | |||||||
| VP ADMINISTRATION | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| HOWARD ROSENTHAL | |||||||
| VP COMMUNITY RELATIONS | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ROBERT SIMON | |||||||
| CO-VP CAMPAIGN & ALLOCATIONS | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CHERYL VISOSKY | |||||||
| CO-VP CAMPAIGN & ALLOCATIONS | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MICHAEL HERMAN | |||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SANDRA HOLLANDER | |||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JEFFREY HOCHESTER | |||||||
| FOUNDATION CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ALDEN KAROTKIN | |||||||
| JFS CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BLAKE HALPERN | |||||||
| PRESIDENTIAL APPOINTMENT | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DANA ROSENSTEIN | |||||||
| PRESIDENTIAL APPOINTMENT | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JIM STANTON | |||||||
| PRESIDENTIAL APPOINTMENT | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LON WERNER | |||||||
| IMMEDIATE PAST PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD ALLEN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RHODA BERNSTEIN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RABBI ANDREW BLOOM | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NANCY BLOUNT | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JANE COHEN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| REBECCA CRISTOL | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RABBI CHARLIE CYTRON-WALKER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BARRY GOLDFARB | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JULIE GOLDSTEIN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LINDA HOCHSTER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NOREEN HOUSTON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RABBI DOV MANDEL | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOE MINTZ | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROGER NOBER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DR GENE POSNOCK | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LISA REIN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KAREN SILVERBERG | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JONATHAN SUDER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RABBI BRIAN ZIMMERMAN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT GOLDBERG | |||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $99,895 | $0 | $8,576 | ||
| LAURIE REESE | |||||||
| CONTROLLER | 40.00 | Yes (X) | $55,033 | $0 | $13,263 | ||
| DR CAROLE ROGERS | |||||||
| JFS DIRECTOR | 40.00 | $113,945 | $0 | $10,920 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $268,873 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $32,759 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $25,752 | FederatedCampaignsAmt |
| Fundraising | $32,935 | FundraisingAmt |
| All Other Contributions | $1,016,394 | AllOtherContributionsAmt |
| Total Contributions | $1,075,081 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| COMMUNITY SERVICES | 900099 | $48,919 | $48,919 |
| COUNSELING FEES | 812900 | $15,866 | $15,866 |
| PROGRAM EVENTS | 713990 | $287 | $287 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $65,072 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $309,490 | TotalRevenueColumnAmt |
| Exclusion | $309,490 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $2,400 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $2,400 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,400 | TotalRevenueColumnAmt |
| Exclusion | $2,400 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $794,715 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $732,842 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $61,873 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $61,873 | TotalRevenueColumnAmt |
| Exclusion | $61,873 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $21,148 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $32,935 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $53,296 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$32,148 | TotalRevenueColumnAmt |
| Exclusion | -$32,148 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,481,768 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $65,072 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $341,615 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $228,430 | TotalAmt |
| Program Services | $228,430 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,250 | TotalAmt |
| Program Services | $25,250 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $184,457 | TotalAmt |
| Program Services | $58,307 | ProgramServicesAmt |
| Management And General | $96,996 | ManagementAndGeneralAmt |
| Fundraising | $29,154 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $424,466 | TotalAmt |
| Program Services | $352,286 | ProgramServicesAmt |
| Management And General | $12,466 | ManagementAndGeneralAmt |
| Fundraising | $59,714 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,164 | TotalAmt |
| Program Services | $37,659 | ProgramServicesAmt |
| Fundraising | $7,505 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,021 | TotalAmt |
| Program Services | $31,158 | ProgramServicesAmt |
| Management And General | $7,216 | ManagementAndGeneralAmt |
| Fundraising | $6,647 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $950 | TotalAmt |
| Program Services | $950 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,800 | TotalAmt |
| Program Services | $10,900 | ProgramServicesAmt |
| Management And General | $3,555 | ManagementAndGeneralAmt |
| Fundraising | $4,345 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,998 | TotalAmt |
| Management And General | $84,998 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,742 | TotalAmt |
| Program Services | $7,910 | ProgramServicesAmt |
| Management And General | $6,319 | ManagementAndGeneralAmt |
| Fundraising | $1,513 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,812 | TotalAmt |
| Program Services | $27,144 | ProgramServicesAmt |
| Management And General | $5,908 | ManagementAndGeneralAmt |
| Fundraising | $4,760 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,706 | TotalAmt |
| Program Services | $5,029 | ProgramServicesAmt |
| Management And General | $1,006 | ManagementAndGeneralAmt |
| Fundraising | $671 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,606 | TotalAmt |
| Program Services | $25,266 | ProgramServicesAmt |
| Management And General | $5,329 | ManagementAndGeneralAmt |
| Fundraising | $4,011 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,478 | TotalAmt |
| Program Services | $13,325 | ProgramServicesAmt |
| Management And General | $3,478 | ManagementAndGeneralAmt |
| Fundraising | $3,675 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,144 | TotalAmt |
| Program Services | $16,413 | ProgramServicesAmt |
| Management And General | $3,961 | ManagementAndGeneralAmt |
| Fundraising | $3,770 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,587 | TotalAmt |
| Program Services | $10,998 | ProgramServicesAmt |
| Management And General | $2,344 | ManagementAndGeneralAmt |
| Fundraising | $2,245 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| EMBEZZLEMENT LOSS | $313,313 | $313,313 | ||
| PROGRAM EVENTS | $49,912 | $49,912 | ||
| OTHER | $41,609 | $6,289 | $30,973 | $4,347 |
| UTILITIES | $18,675 | $3,108 | $12,473 | $3,094 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,286 | TotalAmt |
| Program Services | $30,521 | ProgramServicesAmt |
| Management And General | $8,349 | ManagementAndGeneralAmt |
| Fundraising | $7,416 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,682,406 | TotalAmt |
| Program Services | $974,904 | ProgramServicesAmt |
| Management And General | $564,635 | ManagementAndGeneralAmt |
| Fundraising | $142,867 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $588,751 | BOYAmt |
| EOY | $159,615 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $469,924 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,387,940 | BOYAmt |
| EOY | $2,301,320 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,660 | BOYAmt |
| EOY | $3,342 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,642 | BOYAmt |
| EOY | $7,636 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $676,826 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $184,423 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $477,375 | BOYAmt |
| EOY | $492,403 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,978,850 | BOYAmt |
| EOY | $12,111,531 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $667,743 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,056 | BOYAmt |
| EOY | $8,413 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,464,274 | BOYAmt |
| EOY | $16,221,927 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,823 | BOYAmt |
| EOY | $32,632 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $317,063 | BOYAmt |
| EOY | $338,055 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $346,523 | BOYAmt |
| EOY | $340,199 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $184,367 | BOYAmt |
| EOY | $187,820 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $875,776 | BOYAmt |
| EOY | $898,706 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,978,481 | BOYAmt |
| EOY | $2,154,786 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,176,322 | BOYAmt |
| EOY | $12,734,620 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $433,695 | BOYAmt |
| EOY | $433,815 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,588,498 | BOYAmt |
| EOY | $15,323,221 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,464,274 | BOYAmt |
| EOY | $16,221,927 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$200,638 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $935,361 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| 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 | $1,161,968 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,512,408 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,291,749 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,250,605 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,075,081 | CurrentTaxYearAmt |
| Total | $6,291,811 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,161,968 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,512,408 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,291,749 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,250,605 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,075,081 | CurrentTaxYearAmt |
| Total | $6,291,811 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,606,770 | SubstantialContributorsTotAmt |
| Public Support Total170 | $4,685,041 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $79,518 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $77,025 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $199,662 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $264,148 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $311,890 | CurrentTaxYearAmt |
| Total | $932,243 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $24,850 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $30,299 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $29,586 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $28,303 | CurrentTaxYearMinus1YearAmt |
| Total | $113,038 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $7,337,092 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $129,184 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.63850 | PublicSupportCY170Pct |
| Public Support PY170 | 0.62040 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $664,989 | BeginningYearBalanceAmt |
| Contributions | $13,802,931 | ContributionsAmt |
| Investment Earnings Or Losses | $1,185,818 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $503,599 | OtherExpendituresAmt |
| End Year Balance | $15,150,139 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $649,897 | BeginningYearBalanceAmt |
| Contributions | $10,403 | ContributionsAmt |
| Investment Earnings Or Losses | $26,564 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $21,875 | OtherExpendituresAmt |
| End Year Balance | $664,989 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $578,266 | BeginningYearBalanceAmt |
| Contributions | $118,377 | ContributionsAmt |
| Investment Earnings Or Losses | -$5,862 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $40,884 | OtherExpendituresAmt |
| End Year Balance | $649,897 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $500,347 | BeginningYearBalanceAmt |
| Contributions | $26,766 | ContributionsAmt |
| Investment Earnings Or Losses | $68,109 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $16,956 | OtherExpendituresAmt |
| End Year Balance | $578,266 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $368,610 | BeginningYearBalanceAmt |
| Contributions | $133,161 | ContributionsAmt |
| Investment Earnings Or Losses | $41,068 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $42,492 | OtherExpendituresAmt |
| End Year Balance | $500,347 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.11550 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.02910 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.85540 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $94,645 | OtherCostOrOtherBasisAmt |
| Book Value | $94,645 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $462,208 | OtherCostOrOtherBasisAmt |
| Depreciation | $137,026 | DepreciationAmt |
| Book Value | $325,182 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $119,973 | OtherCostOrOtherBasisAmt |
| Depreciation | $47,397 | DepreciationAmt |
| Book Value | $72,576 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $492,403 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FUNDS HELD FOR OTHERS | Desc |
| Amt | $187,820 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $187,820 | TotalLiabilityAmt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | YOM HAATZMAUT | Event1Nm |
| Gross Receipts Event1 | $33,973 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $17,973 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $16,000 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $29,970 | OtherDirectExpensesEvent1Amt |
| Event2 | GALS, GLITTER, GAMES, AND GAB | Event2Nm |
| Gross Receipts Event2 | $12,426 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $10,122 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $2,304 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $8,009 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $7,684 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $4,840 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $2,844 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $15,317 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $54,083 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $32,935 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $21,148 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $53,296 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $53,296 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$32,148 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Recipient EINRecipientEIN |
|---|---|---|---|---|---|---|---|
| BETH EL CONGREGATION | |||||||
| 4900 BRIARHAVEN ROAD | FORT WORTH | TX | 76109 | 501(C)(3) | $10,075 | OPERATIONAL SUPPORT | |
| CONGREGATION BETH SHALOM | |||||||
| 1212 THANNISH DR | ARLINGTON | TX | 76011 | 501(C)(3) | $8,300 | CAMP OPERATIONS | |
| UNIVERSITY OF NORTH TEXAS | |||||||
| PO BOX 305369 | DENTON | TX | 76203 | TEXAS UNIVERSITY | $8,000 | OPERATIONAL SUPPORT | 756002149 |
| JEWISH EDUCATION AGENCY | |||||||
| 4050 S HULEN ST | FORT WORTH | TX | 76109 | 501(C)(3) | $19,500 | OPERATIONAL SUPPORT | 752833705 |
| JEWISH FEDERATION OF NORTH AMERICA INC | |||||||
| 25 BROADWAY STE 1700 | NEW YORK | NY | 10004 | 501(C)(3) | $111,904 | OPERATIONAL SUPPORT | 131624240 |
| JEWISH CHILDREN'S REGIONAL SERVICE | |||||||
| PO BOX 7368 | METARIE | LA | 70010 | 501(C)(3) | $7,000 | OPERATIONAL SUPPORT | 720408936 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 5 | Total501c3OrgCnt |
| Total Other Org | 6 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | FINANCIAL ASSISTANCE TO NEEDY FAMILIES | GrantTypeTxt |
| Recipient | 150 | RecipientCnt |
| Cash Grant | $25,250 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE BOARD REVIEWS MONTHLY DETAILED REPORTS COVERING THE JEWISH FAMILY SERVICES PROGRAM AND THE ASSISTANCE PROVIDED. GRANTS PROVIDED TO OTHER ORGANIZATIONS ARE ONLY MADE TO 501(C)(3) AND GOVERNMENTAL ISNTITUTIONS. THE BOARD DOES NOT FEEL FURTHER MONITORING IS NECESSARY. | ExplanationTxt |
Schedule L IRS990ScheduleL
Disqualified Person Ex Bnft Tr DisqualifiedPersonExBnftTrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAURIE REESE | PersonNm |
| Rln Disqualified Person Org | FORMER CONTROLLER | RlnDisqualifiedPersonOrgTxt |
| Transaction | EMBEZZLEMENT - SEE PART V | TransactionDesc |
| Transaction Corrected | 0 | TransactionCorrectedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Imposed | $293,242 | TaxImposedAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FEDERATION LENDERS LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | LENDER | RelationshipDescriptionTxt |
| Transaction | $30,267 | TransactionAmt |
| Transaction | FEDERATION LENDERS IS AN LLC THAT WAS FORMED IN ORDER TO PROVIDE FINANCING FOR THE PURCHASE OF LAND AND CONSTRUCTION OF THE FEDERATION'S HEADQUARTERS IN FORT WORTH. DIANE KLEINMAN AND ROBERT GOLDBERG ARE THE MANAGERS OF FEDERATION LENDERS. NEITHER IS A MEMBER OF THE LLC. THE LOAN WAS MADE IN 2005 FOR $410,000 AND THE BALANCE DUE TO FEDERATION LENDERS WAS $340,199 AT 8/31/2017. DURING FISCAL YEAR 2016-2017, THE PRINCIPAL PAY-DOWN ON THE NOTE WAS $9,788 AND THE INTEREST EXPENSE PAID WAS $20,479. | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE L, PART I, LINE 1(C) EXPLANATION: | FormAndLineReferenceDesc |
| Explanation | AS IS COMMON FOR AN ORGANIZATION WITH A SMALL BUSINESS INFRASTRUCTURE, LAURIE REESE'S ROLE AS CONTROLLER INCLUDED A BROAD SET OF RESPONSIBILITIES WHICH ALLOWED HER FULL ACCESS TO THE ACCOUNTING SYSTEMS AND SOFTWARE. REESE EMBEZZLED FUNDS FROM THE ORGANIZATION BY WRITING UNAUTHORIZED CHECKS TO HERSELF. REESE PREPARED MANUAL CHECKS OUTSIDE OF THE ACCOUNTING SYSTEM UTILIZING AN EXCEL SPREADSHEET TO DIGITALLY PRINT CHECKS PAYABLE TO HERSELF. IN ADDITION, SHE RECORDED FICTITIOUS CHECKS IN CYMA (ACCOUNTING SOFTWARE) IN ORDER TO DECEIVE OTHERS WHO MIGHT REVIEW THE BOOK AND BANK BALANCE RECONCILIATIONS OR TO DISGUISE FOR CHECKS THAT CLEARED IN A DIFFERENT AMOUNT THAN WAS RECORDED IN CYMA. THUS FAR IN THE INVESTIGATION, 412 CHECKS HAVE BEEN IDENTIFIED AS UNAUTHORIZED PAYMENTS TO LAURIE REESE OR HER SPOUSE. THESE EMBEZZLEMENT ACTIVITIES HAVE CONSISTENTLY OCCURRED EVEN AS ANNUAL FINANCIAL STATEMENT AUDITS HAVE TAKEN PLACE. THE INDEPENDENT CPA FIRMS PERFORMING THOSE AUDITS HAVE INCLUDED A NATIONAL CPA FIRM FOR THE LAST FEW YEARS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | JEFFREY HOCHSTER AND LINDA HOCHSTER HAVE A FAMILY RELATIONSHIP. |
| FORM 990, PART VI, SECTION A, LINE 5 | DURING THE FINANCIAL STATEMENT AUDIT, THE ORGANIZATION DISCOVERED A SIGNIFICANT DIVERSION OF THE ORGANIZATION'S ASSETS IN THE FORM OF AN EMBEZZLEMENT BY THE ACCOUNTING CONTROLLER. ONCE DISCOVERED, THE ORGANIZATION HIRED A SEPARATE INDEPENDENT ACCOUNTING FIRM TO CONDUCT A FORENSIC INVESTIGATION REGARDING THE EMBEZZLEMENT AND TO RECOMMEND CORRECTIVE INTERNAL CONTROLS. WHILE THE FORENSIC INVESTIGATION IS STILL IN PROCESS, EMBEZZLED FUNDS WITHIN THE DATE RANGE OF SEPTEMBER 1, 2011 THROUGH MARCH 26, 2018 ARE CURRENTLY ESTIMATED TO BE $1,172,957. THE FORENSIC FIRM BELIEVES THAT THE EMBEZZLEMENT ACTIVITY WAS OCCURRING FOR PERIODS BEFORE SUCH DATE RANGE AND THAT THE AMOUNT EMBEZZLED EXCEEDS THE AFOREMENTIONED $1,172,957, HOWEVER, THE ORGANIZATION DOES NOT CURRENTLY HAVE ENOUGH INFORMATION TO DETERMINE THE AMOUNT OF EMBEZZLED FUNDS PRIOR TO SEPTEMBER 1, 2011. THE FUNDS WERE EMBEZZLED IN THE FORM OF FORGED CHECKS, WHICH WERE RECORDED IN THE GENERAL LEDGER AS PROGRAM SERVICE EXPENSES. IT IS NOTEWORTHY THAT A LARGE AMOUNT OF THE EMBEZZLEMENT WAS BEING RECORDED AS PAYMENTS TO ANOTHER CHARITY TO DISGUISE THE FORGED CHECKS PAID TO THE CONTROLLER. THE CONTROLLER EMBEZZLED THE FUNDS UNBEKNOWNST TO THE ORGANIZATION'S MANAGEMENT. ASIDE FROM FRAUDULENT CHECKS ISSUED TO CONTROLLER'S SPOUSE AND ENDORSED BY THE CONTROLLER, THE CONTROLLER ACTED ALONE IN THE EMBEZZLEMENT ACTIVITIES. CORRECTIVE ACTIONS TAKEN TO ADDRESS THE MATTER INCLUDE (1) IMMEDIATE TERMINATION OF CONTROLLER UPON DISCOVERY OF EMBEZZLEMENT, (2) LEGAL ACTION AGAINST CONTROLLER, (3) A FORENSIC ACCOUNTING INVESTIGATION TO IDENTIFY FRAUDULENT ACTIVITY AND TO RECOMMEND CORRECTIVE INTERNAL CONTROL SYSTEMS TO PREVENT FUTURE FRAUDULENT ACTIVITY, (4) REVISED SYSTEM OF CHECKS AND BALANCES THROUGH ADDITIONAL INTERNAL CONTROL IMPLEMENTATION INCLUDING, A "POSITIVE PAY" DISBURSEMENT SYSTEM, INCREASED INVOLVEMENT BY TREASURER REGARDING ACCOUNTING AND REPORTING FOR THE ORGANIZATION AND EXECUTIVE DIRECTOR IN DIRECT OVERSEE OF FINANCIAL ACCOUNTING AND RELATED APPROVAL PROCESSES, (5) REPORTING THE ACTIVITY AND PAYMENTS AS EXCESS BENEFIT TRANSACTIONS WITH THE REQUIRED DISCLOSURES ON FORM 990 PART IV, LINE 25A & 25B, FORM 990 SCHEDULE L, PART I, AND FORM 4720, SCHEDULE I AND (6) CONSULTATION WITH OUTSIDE COUNSEL TO CONSIDER A POTENTIAL RECOVERY OF SOME OR ALL OF THE EMBEZZLED AMOUNTS FROM THE ACCOUNTING FIRM THAT PERFORMED THE PREVIOUS FINANCIAL STATEMENT AUDITS. IN ADDITION, THE MATTER WAS REFERRED TO THE FORT WORTH POLICE DEPARTMENT AND SUBSEQUENTLY TURNED OVER TO THE FEDERAL BUREAU OF INVESTIGATION. |
| FORM 990, PART VI, SECTION A, LINE 6 | ANY MEMBER OF THE JEWISH COMMUNITY WHO IS A RESIDENT OF AND LIVES IN TARRANT COUNTY, IS AT LEAST 18, AND WHO PAYS A PLEDGE MAY BECOME A MEMBER OF THE CORPORATION |
| FORM 990, PART VI, SECTION A, LINE 7A | THE NOMINATING COMMITTEE NOMINATES DIRECTORS FOR THE MEMBERSHIP TO VOTE ON AT THE ANNUAL MEETING. MEMBERS ALSO ELECT THE OFFICERS AT THE ANNUAL MEETING FROM THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION A, LINE 8B | NONE OF THE COMMITTEES HAVE THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW PRIOR TO FILING THE RETURN. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL MEMBERS OF THE BOARD OF DIRECTORS, OFFICERS, COMMITTEE MEMBERS, AND EMPLOYEES IN A POSITION OF INFLUENCE ANNUALLY REVIEW THE CONFLICT OF INTEREST POLICY AND REAFFIRM THEIR UNDERSTANDING AND COMPLIANCE WITH THE POLICY. OFFICERS, DIRECTORS, AND COMMITTEE MEMBERS ARE REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST AS SOON AS POSSIBLE SHOULD ONE ARISE TO THE PRESIDENT OF THE BOARD, WHILE STAFF REPORT TO THEIR IMMEDIATE SUPERVISOR. THE AFFECTED PERSON MUST THEN ABSTAIN FROM VOTING OR ACTING ON THAT PARTICULAR ITEM, AND MUST ABSTAIN FROM PARTICIPATING IN OR ATTEMPTING TO INFLUENCE THE DECISION-MAKING PROCESS IN ANY WAY. THEY MAY PROVIDE RELEVANT FINANCIAL INFORMATION UPON REQUEST. ALL DISCLOSURES REPORTED IN THE ANNUAL MEETING AND ANY OTHER MEETING HELD BY THE BOARD OF DIRECTORS WILL BE REFLECTED IN THE MINUTES OF THE MEETING. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EXECUTIVE COMMITTEE SERVES AS THE PERSONNEL COMMITTEE AND CONDUCTS AN ANNUAL REVIEW OF THE EXECUTIVE DIRECTOR'S SALARY USING SALARY DATA FROM OTHER COMPARABLE ORGANIZATIONS. RECOMMENDATIONS REGARDING SALARY INCREASES FOR OTHER EMPLOYEES ARE MADE BY THE EXECUTIVE DIRECTOR AND THE PERSONNEL COMMITTEE TO THE FINANCE COMMITTEE BASED ON PERFORMANCE APPRAISALS, COST OF LIVING ADJUSTMENTS, AND DATA ON COMPARABLE POISITIONS AT COMPARABLE INSTITUTIONS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION PROVIDES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL INFORMATION TO THE PUBLIC AT ITS OFFICE AND UPON WRITTEN REQUEST. |
Schedule R IRS990ScheduleR
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 | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| LOUIS H & MADLYN BBARNETT SUPPORTING FOUNDATION | |||||||||
| 4049 KINGSRIDGE ROAD | FORT WORTH | TX | 76109 | 752152949 | SUPPORTING MISSION OF THE JEWISH FEDERATION OF FW | TX | 501(C)(3) | LINE 12C, III-FI | 0 |
| AL & ROSE SANKARY SUPPORTING FOUNDATION | |||||||||
| 4049 KINGSRIDGE ROAD | FORT WORTH | TX | 76109 | 752156841 | SUPPORTING MISSION OF THE JEWISH FEDERATION OF FW | TX | 501(C)(3) | LINE 12C, III-FI | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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