JEWISH FEDERATION OF GREATER HOUSTON: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- JEWISH FEDERATION OF GREATER HOUSTON (EIN 74-1109654)
- Tax period
- 2016-09-01 to 2017-08-31
- Filed
- 2018-07-16
- IRS object ID
- 201811979349300116
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-07-16T08:16:38-07:00 | ReturnTs |
| Tax Period End | 2017-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Blazek & Vetterling | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 Weslayan Suite 200 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770275132 | 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 | 741109654 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jewish Federation of Greater Houston | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JEWI | BusinessNameControlTxt |
| Phone | 7137297000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5603 South Braeswood Blvd | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77096 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Pamela E Kutner | PersonNm |
| Person Title | CFOO | PersonTitleTxt |
| Signature | 2018-07-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jody Blazek | PreparerPersonNm |
| PTIN | P00072674 | PTIN |
| Phone | 7134395739 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | Avital Ingber | PrincipalOfficerNm |
| Gross Receipts | $13,861,087 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| All Affiliates Included | false | AllAffiliatesIncludedInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.houstonjewish.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1940 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | Jewish Federation takes a leadership approach to overseeing programs and services that invigorate and promote the Jewish community by collaborating with worthy organizations, evaluating needs, raising funds, investing in initiatives, and communicating with the public. | ActivityOrMissionDesc |
| Voting Members Governing Body | 49 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 49 | VotingMembersIndependentCnt |
| Total Employee | 43 | TotalEmployeeCnt |
| Total Volunteers | 300 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $12,738,750 | PYContributionsGrantsAmt |
| CY Contributions Grants | $13,542,633 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $133,906 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $141,230 | CYProgramServiceRevenueAmt |
| PY Investment Income | $12,147 | PYInvestmentIncomeAmt |
| CY Investment Income | $12,624 | CYInvestmentIncomeAmt |
| CY Other Revenue | -$128,268 | CYOtherRevenueAmt |
| PY Total Revenue | $12,884,803 | PYTotalRevenueAmt |
| CY Total Revenue | $13,568,219 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $10,381,932 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $8,341,788 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,577,473 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,683,948 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,536,962 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,267,010 | PYOtherExpensesAmt |
| CY Other Expenses | $1,584,161 | CYOtherExpensesAmt |
| PY Total Expenses | $14,226,415 | PYTotalExpensesAmt |
| CY Total Expenses | $12,609,897 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,341,612 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $958,322 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $12,648,155 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,798,095 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,097,453 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,281,627 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $8,550,702 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $9,516,468 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | The Jewish Federation of Greater Houston (JFGH) leads and mobilizes the Jewish community by supporting the most impactful organizations, programs and individuals who embrace Jewish living through participation and philanthropy. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $8,341,788 | ExpenseAmt |
| Grant | $8,341,788 | GrantAmt |
| Revenue | $71,127 | RevenueAmt |
| Desc | The most significant ways the Jewish Federation of Greater Houston makes a difference in Jewish lives is through its broad based annual appeal. Funds raised each year benefit millions of Jews in need in Houston, across the United States, in Israel and in 75 countries around the world by granting funds to programs and organizations to accomplish the following:Feeding the hungry Educating the young Caring for the old Comforting the sick Counseling the troubled Rescuing the oppressed Calming the frightened Providing a voice for those unable to speak for themselves Offering vital assistance to those unable to meet their own basic needs | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $878,303 | ExpenseAmt |
| Revenue | $35,661 | RevenueAmt |
| Desc | Jewish Education Department (JED) nurtures the continuity and quality of Jewish life in the Greater Houston area by fostering and strengthening life-long Jewish learning. The JED is dedicated to: Enhancing the quality of formal and informal Jewish education in the community, promoting enrollment and participation in Jewish education at all levels, advocating on behalf of students, parents, institutions and professionals involved in Jewish education, encouraging and providing for the professional growth of educators, and serving as a facilitator for cooperation and collaboration among schools and community organizations. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $339,482 | ExpenseAmt |
| Revenue | $34,442 | RevenueAmt |
| Desc | The Young Adult Division (YAD) fosters Jewish identity, involvement, responsibility and leadership among young Jewish Houstonians in order to sustain and enrich the vibrant community here at home, in Israel, and around the world. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $127,527 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $9,687,100 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (true) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 60 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 43 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Org Filed In Lieu Of Form1041 | false | OrgFiledInLieuOfForm1041Ind |
| Licensed More Than One State | false | LicensedMoreThanOneStateInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 49 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 49 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Pamela E Kutner | PersonNm |
| Phone | 7137297000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5603 South Braeswood | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77096 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (54 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Denis Braham | ||||||||
| Chairman | 8.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Rob Shoss | ||||||||
| Vice Chair SP | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Haya Varon | ||||||||
| Vice Chair Dev | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Sandy Weiner | ||||||||
| Vice Chair Plan | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Rick Stein | ||||||||
| Sec/Treasurer | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Kevin Alexander | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Stuart Arouty | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Barbara Baliff | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| David Barish | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Buzzy Bluestone | ||||||||
| Trustee | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Julie Blumberg | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Gaby Braun | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Don Brodsky | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Martin Bronstein | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Debra G Cohen | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Debra Dluhy | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| David Ebro | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Vikki Evans | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Marla M Feldman | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Sandra Finkelman | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Heather Fleschler | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Carol Goldberg | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Raquel Goldberg | ||||||||
| Trustee | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Dori Goldman | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Daniel Goott | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Elyse Kalmans | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Joe Kaplan | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Arturo Karakowsky | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Dana Katz | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Joe Kornfeld | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Bobby Lapin | ||||||||
| Trustee | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Mike Levy | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Mindy Mitzner | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Elise Newman | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Jack Polatsek | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Esther Polland | ||||||||
| Trustee | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Joe Pryzant | ||||||||
| Trustee | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Russ Robinson | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Michael Rubenstein | ||||||||
| Trustee | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Kari Saratovsky | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Zach Silverman | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| David Stein | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Rabbi Brian Strauss | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Levi Strauss | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Avi Tessler | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Dan Trachtenberg | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Audrey Wachsberg | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Benjamin Warren | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Dolores Wilkenfeld | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Lee Wunsch | ||||||||
| President & CEO | 40.00 | 8.00 | Yes (X) | $357,533 | $0 | $77,186 | ||
| Mary Ward-Hecksel | ||||||||
| Sr. VP/CFO | 25.00 | 15.00 | Yes (X) | $161,109 | $0 | $23,586 | ||
| Suzanne Jacobson | ||||||||
| Sr. VP Develop. | 40.00 | 0.00 | Yes (X) | $167,444 | $0 | $12,255 | ||
| Elaine Kellerman | ||||||||
| VP of Education | 40.00 | 0.00 | $132,632 | $0 | $22,375 | Yes (X) | ||
| Barbara Bratter | ||||||||
| Dir Plan/Alloc | 38.00 | 2.00 | $122,270 | $0 | $19,778 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $940,988 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $155,180 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SME Entertainment | |||||
| 11640 San Vicente Blvd 204 | Los Angeles | CA | 90049 | Event Entertainment | $180,000 |
| Ricoh USA | |||||
| 820 Gears Rd | Houston | TX | 77067 | Staff/copier leasing | $112,175 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $225,359 | FundraisingAmt |
| Related Organizations | $3,653,576 | RelatedOrganizationsAmt |
| All Other Contributions | $9,663,698 | AllOtherContributionsAmt |
| Total Contributions | $13,542,633 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Events/other | 900099 | $76,579 | $76,579 |
| Program ticket sales | 900099 | $64,651 | $64,651 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $141,230 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,624 | TotalRevenueColumnAmt |
| Exclusion | $12,624 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $164,600 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $225,359 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $292,868 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$128,268 | TotalRevenueColumnAmt |
| Exclusion | -$128,268 | ExclusionAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,568,219 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $141,230 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | -$115,644 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,151,963 | TotalAmt |
| Program Services | $8,151,963 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $183,325 | TotalAmt |
| Program Services | $183,325 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,500 | TotalAmt |
| Program Services | $6,500 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $799,114 | TotalAmt |
| Program Services | $130,416 | ProgramServicesAmt |
| Management And General | $315,111 | ManagementAndGeneralAmt |
| Fundraising | $353,587 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,505,972 | TotalAmt |
| Program Services | $558,197 | ProgramServicesAmt |
| Management And General | $475,770 | ManagementAndGeneralAmt |
| Fundraising | $472,005 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,693 | TotalAmt |
| Program Services | $19,669 | ProgramServicesAmt |
| Management And General | $29,508 | ManagementAndGeneralAmt |
| Fundraising | $11,516 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $166,712 | TotalAmt |
| Program Services | $37,786 | ProgramServicesAmt |
| Management And General | $68,296 | ManagementAndGeneralAmt |
| Fundraising | $60,630 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $151,457 | TotalAmt |
| Program Services | $44,845 | ProgramServicesAmt |
| Management And General | $56,893 | ManagementAndGeneralAmt |
| Fundraising | $49,719 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,241 | TotalAmt |
| Management And General | $20,241 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,487 | TotalAmt |
| Program Services | $30,343 | ProgramServicesAmt |
| Management And General | $34,795 | ManagementAndGeneralAmt |
| Fundraising | $31,349 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,957 | TotalAmt |
| Program Services | $494 | ProgramServicesAmt |
| Management And General | $40,275 | ManagementAndGeneralAmt |
| Fundraising | $1,188 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $141,589 | TotalAmt |
| Program Services | $18,739 | ProgramServicesAmt |
| Management And General | $66,881 | ManagementAndGeneralAmt |
| Fundraising | $55,969 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,762 | TotalAmt |
| Program Services | $11,416 | ProgramServicesAmt |
| Management And General | $17,443 | ManagementAndGeneralAmt |
| Fundraising | $52,903 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,891 | TotalAmt |
| Program Services | $16,278 | ProgramServicesAmt |
| Management And General | $25,063 | ManagementAndGeneralAmt |
| Fundraising | $16,550 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,128 | TotalAmt |
| Program Services | $2,220 | ProgramServicesAmt |
| Management And General | $10,026 | ManagementAndGeneralAmt |
| Fundraising | $1,882 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,565 | TotalAmt |
| Program Services | $9,938 | ProgramServicesAmt |
| Management And General | $55,412 | ManagementAndGeneralAmt |
| Fundraising | $11,215 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,439 | TotalAmt |
| Management And General | $31,439 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,362 | TotalAmt |
| Program Services | $9,883 | ProgramServicesAmt |
| Management And General | $17,203 | ManagementAndGeneralAmt |
| Fundraising | $10,276 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| Program expenses | $453,974 | $453,974 | ||
| Campaign & event expenses | $333,722 | $333,722 | ||
| Mission expense | $74,044 | $74,044 | ||
| Demographic survey expenses | $72,715 | $72,715 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,285 | TotalAmt |
| Program Services | $1,114 | ProgramServicesAmt |
| Management And General | $48,764 | ManagementAndGeneralAmt |
| Fundraising | $407 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,609,897 | TotalAmt |
| Program Services | $9,687,100 | ProgramServicesAmt |
| Management And General | $1,385,835 | ManagementAndGeneralAmt |
| Fundraising | $1,536,962 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,406 | BOYAmt |
| EOY | $6,502 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,220,702 | BOYAmt |
| EOY | $4,110,927 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,695,542 | BOYAmt |
| EOY | $8,049,799 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,705 | BOYAmt |
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,272 | BOYAmt |
| EOY | $57,516 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,401,143 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,160,443 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $278,717 | BOYAmt |
| EOY | $240,700 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $261,000 | BOYAmt |
| EOY | $261,000 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,811 | BOYAmt |
| EOY | $71,651 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,648,155 | BOYAmt |
| EOY | $12,798,095 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $248,932 | BOYAmt |
| EOY | $195,220 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,848,521 | BOYAmt |
| EOY | $3,086,407 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,097,453 | BOYAmt |
| EOY | $3,281,627 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,949,591 | BOYAmt |
| EOY | $6,175,149 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,014,111 | BOYAmt |
| EOY | $3,081,319 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $587,000 | BOYAmt |
| EOY | $260,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,550,702 | BOYAmt |
| EOY | $9,516,468 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,648,155 | BOYAmt |
| EOY | $12,798,095 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $958,322 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $7,444 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | 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 | $14,852,618 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,056,608 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,099,523 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,724,475 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,542,633 | CurrentTaxYearAmt |
| Total | $74,275,857 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,852,618 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,056,608 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,099,523 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,724,475 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,542,633 | CurrentTaxYearAmt |
| Total | $74,275,857 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $4,609,032 | SubstantialContributorsTotAmt |
| Public Support Total170 | $69,666,825 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,674 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,790 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,075 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,147 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,624 | CurrentTaxYearAmt |
| Total | $53,310 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $74,329,167 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $823,624 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.93730 | PublicSupportCY170Pct |
| Public Support PY170 | 0.94890 | 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 | $126,930,102 | BeginningYearBalanceAmt |
| Contributions | $24,956,882 | ContributionsAmt |
| Investment Earnings Or Losses | $10,998,247 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $19,103,423 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $1,425,639 | AdministrativeExpensesAmt |
| End Year Balance | $142,356,169 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $127,674,007 | BeginningYearBalanceAmt |
| Contributions | $13,293,557 | ContributionsAmt |
| Investment Earnings Or Losses | $3,497,863 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $16,042,208 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $1,493,117 | AdministrativeExpensesAmt |
| End Year Balance | $126,930,102 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $132,731,802 | BeginningYearBalanceAmt |
| Contributions | $22,448,999 | ContributionsAmt |
| Investment Earnings Or Losses | -$4,897,314 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $22,078,829 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $530,651 | AdministrativeExpensesAmt |
| End Year Balance | $127,674,007 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $106,445,360 | BeginningYearBalanceAmt |
| Contributions | $32,015,674 | ContributionsAmt |
| Investment Earnings Or Losses | $11,757,949 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $16,554,831 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $932,350 | AdministrativeExpensesAmt |
| End Year Balance | $132,731,802 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $95,920,145 | BeginningYearBalanceAmt |
| Contributions | $24,635,464 | ContributionsAmt |
| Investment Earnings Or Losses | $7,318,358 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $20,560,583 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $868,024 | AdministrativeExpensesAmt |
| End Year Balance | $106,445,360 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.96550 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.02980 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00470 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (true) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (true) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $6,000 | InvestmentCostOrOtherBasisAmt |
| Book Value | $6,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,080,178 | OtherCostOrOtherBasisAmt |
| Depreciation | $878,891 | DepreciationAmt |
| Book Value | $201,287 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $253,512 | OtherCostOrOtherBasisAmt |
| Depreciation | $220,099 | DepreciationAmt |
| Book Value | $33,413 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $61,453 | OtherCostOrOtherBasisAmt |
| Depreciation | $61,453 | DepreciationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $240,700 | TotalBookValueLandBuildingsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part V, Line 4: Intended uses of the endowment fund. | FormAndLineReferenceDesc |
| Explanation | To support the mission of the Jewish Federation of Greater Houston to preserve and enrich Jewish Communal life through innovative and visionary leadership that is responsive and responsible to Jewish communities locally, nationally, in Israel, and around the world. | ExplanationTxt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | Specific Services ProvidedSpecificServicesProvidedTxt |
|---|---|---|---|---|---|
| Middle East/N. Africa | 0 | 0 | Investments | $261,000 | |
| Middle East/N. Africa | 0 | 0 | Program related | $186,340 | Mission trip |
| Middle East/N. Africa | 0 | 0 | Grant | $6,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $453,840 | SubtotalSpentAmt |
| Total Spent | $453,840 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Assistance | Support | TypeOfAssistanceTxt |
| Region | Middle East/N. Afric | RegionTxt |
| Recipient | 1 | RecipientCnt |
| Cash Grant | $6,500 | CashGrantAmt |
| Manner Of Cash Disbursement | Wire | MannerOfCashDisbursementTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 2 - Grantmakers Explanation For Monitoring Use of Funds Outside US | The Federation makes a site visit every other year to meet with the grantee and discuss potential programs to be funded. |
| Part I, Line 3f - Method of Accounting | The amount reported in Part I, Line 1 reflects the Federation's expenses in that region following the accrual method. |
| Part I, Line 3f - Investments and Expenditures | The amount reported in Part I, Line 2 for investments reflects the fair market value of the Federation's investments in that region. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agrmt Prof Fundraising Acty | false | AgrmtProfFundraisingActyInd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Big Gig | Event1Nm |
| Gross Receipts Event1 | $389,959 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $225,359 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $164,600 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $47,603 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $3,877 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $171,031 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $70,357 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $389,959 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $225,359 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $164,600 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $47,603 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $3,877 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $171,031 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $70,357 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $292,868 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$128,268 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (83 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| Am Friends of NATAL | ||||||||
| 1120 Avenue of the Americas | New York | NY | 10036 | 203279061 | 501(c)(3) | $10,000 | $0 | General support |
| Am Friends of Netanya College | ||||||||
| 270 Madison Avenue 9th Floor | New York | NY | 10016 | 133937453 | 501(c)(3) | $150,000 | $0 | Integrate Immigrants Workforce |
| Am Frnds Herzog Hospital | ||||||||
| 15 E 32nd St 8th Floor | New York | NY | 10016 | 135655183 | 501(c)(3) | $75,000 | $0 | Care of Elder Holocaust Survivors |
| Am FrndsOfInternlYngIsrMvmnt | ||||||||
| 567 Cedar Hill Rd | Far Rockaway | NY | 11691 | 454013676 | 501(c)(3) | $75,000 | $0 | Prog for Deaf & Hearing Impaired |
| Am Jewish Joint Distr Committee | ||||||||
| 711 Third Ave 10th Floor | New York | NY | 10017 | 131656634 | 501(c)(3) | $113,125 | $0 | Tikvah New Hope |
| Am Jewish Joint Distr Committee | ||||||||
| 711 Third Ave 10th Floor | New York | NY | 10017 | 131656634 | 501(c)(3) | $20,450 | $0 | Ukraine Relief / L'Dor V'Dor |
| Am Jewish Joint Distr Committee | ||||||||
| 711 Third Ave 10th Floor | New York | NY | 10017 | 131656634 | 501(c)(3) | $75,380 | $0 | Support Holocaust Survivors |
| Am Jewish Joint Distr Committee | ||||||||
| 711 Third Ave 10th Floor | New York | NY | 10017 | 131656634 | 501(c)(3) | $9,600 | $0 | Cuba Jewish Support |
| AmFrndsWesternGalileeHospital | ||||||||
| 101 Greenwood Ave Suite 610 | Jenkinton | PA | 19046 | 260572473 | 501(c)(3) | $100,000 | $0 | Healing Arabs and Jews |
| Bikur Vizrat Cholim Inc | ||||||||
| 1221 42nd St | Brooklyn | NY | 11219 | 201572620 | 501(c)(3) | $150,000 | $0 | Construct. Pediatric Unit |
| Birthright Israel Foundation | ||||||||
| 33 East 33rd St 7th Floor | New York | NY | 10016 | 134092050 | 501(c)(3) | $66,900 | $0 | General Support |
| Bnai Brith Youth Organizat | ||||||||
| 5601 South Braeswood Blvd | Houston | TX | 77096 | 311794932 | 501(c)(3) | $18,000 | $0 | General Support |
| Camp Young Judaea-Texas | ||||||||
| 9647 Hillcroft | Houston | TX | 77096 | 746063430 | 501(c)(3) | $7,100 | $0 | Friendship Circle |
| Central Fund of Israel | ||||||||
| 980 Ave of the Americas 3rd Fl | New York | NY | 10018 | 132992985 | 501(c)(3) | $150,000 | $0 | Legal Sppt Victims of Terrorism |
| Central Fund of Israel | ||||||||
| 980 Ave of the Americas 3rd Fl | New York | NY | 10018 | 132992985 | 501(c)(3) | $250,000 | $0 | Sppt Ethopian Trade Training |
| Central Fund of Israel | ||||||||
| 980 Ave of the Americas 3rd Fl | New York | NY | 10018 | 132992985 | 501(c)(3) | $50,000 | $0 | Sppt Father Gabriel's programs |
| Christian Frnds of Israeli Comm | ||||||||
| PO Box 50833 | Colorado Springs | CO | 80949 | 412020104 | 501(c)(3) | $75,000 | $0 | HOB-Care Down Syndrome |
| Congregation Beth Israel | ||||||||
| 5600 N Braeswood Blvd | Houston | TX | 77096 | 741143080 | 501(c)(3) | $36,000 | $0 | Flood Relief |
| Congregation Beth Israel | ||||||||
| 5600 N Braeswood Blvd | Houston | TX | 77096 | 741143080 | 501(c)(3) | $74,236 | $0 | Community Religious School |
| Congregation Beth Shalom Woodla | ||||||||
| 5125 Shadow Bend Place | The Woodlands | TX | 77381 | 760030790 | 501(c)(3) | $22,000 | $0 | Chalon L'atid |
| Evelyn Rubenstein JCC Hous | ||||||||
| 5601 S Braeswood Blvd | Houston | TX | 77096 | 741198298 | 501(c)(3) | $15,000 | $0 | Shabbatify |
| Evelyn Rubenstein JCC Hous | ||||||||
| 5601 S Braeswood Blvd | Houston | TX | 77096 | 741198298 | 501(c)(3) | $61,700 | $0 | Mishpaca & Me |
| Evelyn Rubenstein JCC Hous | ||||||||
| 5601 S Braeswood Blvd | Houston | TX | 77096 | 741198298 | 501(c)(3) | $80,440 | $0 | Shaliach |
| Evelyn Rubenstein JCC Houston | ||||||||
| 5601 S Braeswood Blvd | Houston | TX | 77096 | 741198298 | 501(c)(3) | $13,000 | $0 | Israel 70th Anniversary |
| Evelyn Rubenstein JCC Houston | ||||||||
| 5601 S Braeswood Blvd | Houston | TX | 77096 | 741198298 | 501(c)(3) | $621,347 | $0 | Basic Needs |
| Friends of the Isr Defense | ||||||||
| 1430 Broadway Rm 1301 | New York | NY | 10018 | 133156445 | 501(c)(3) | $52,500 | $0 | General Familial Support |
| Holocaust Museum Houston | ||||||||
| 5401 Caroline St | Houston | TX | 77004 | 760331398 | 501(c)(3) | $10,000 | $0 | Capital Campaign |
| Holocaust Museum Houston | ||||||||
| 5401 Caroline St | Houston | TX | 77004 | 760331398 | 501(c)(3) | $51,250 | $0 | General Support |
| Holocaust Museum Houston | ||||||||
| 5401 Caroline St | Houston | TX | 77004 | 760331398 | 501(c)(3) | $9,000 | $0 | Educator in Motion |
| Houston Hillel Inc | ||||||||
| 1700 Bissonnet | Houston | TX | 77005 | 760684042 | 501(c)(3) | $80,000 | $0 | General Support |
| Houston Jewish Community Fndn | ||||||||
| 5603 South Braeswood | Houston | TX | 77096 | 760187329 | 501(c)(3) | $19,200 | $0 | PJ Library |
| Houston Jewish Community Fndn | ||||||||
| 5603 South Braeswood | Houston | TX | 77096 | 760187329 | 501(c)(3) | $20,000 | $0 | Camps |
| Houston Jewish Community Fndn | ||||||||
| 5603 South Braeswood | Houston | TX | 77096 | 760187329 | 501(c)(3) | $26,400 | $0 | Chaplaincy |
| Houston Jewish Community Fndn | ||||||||
| 5603 South Braeswood | Houston | TX | 77096 | 760187329 | 501(c)(3) | $7,611 | $0 | J. Danziger Memorial |
| Houston Jewish Community Fndn | ||||||||
| 5603 South Braeswood | Houston | TX | 77096 | 760187329 | 501(c)(3) | $747,301 | $0 | Promise of Hope |
| Isralight South Florida Inc | ||||||||
| 8304 Waterline Drive | Boynton Beach | FL | 33472 | 650915662 | 501(c)(3) | $59,000 | $0 | Oryata |
| Jewish Community Center Assoc | ||||||||
| 520 Eighth Ave 4th Floor | New York | NY | 10018 | 135599486 | 501(c)(3) | $9,000 | $0 | General Support |
| Jewish Family Service | ||||||||
| 4131 S Braeswood | Houston | TX | 77025 | 741152607 | 501(c)(3) | $10,000 | $0 | Financial Assist-Frrm Soviet Union |
| Jewish Family Service | ||||||||
| 4131 S Braeswood | Houston | TX | 77025 | 741152607 | 501(c)(3) | $214,231 | $0 | General Support |
| Jewish Family Service | ||||||||
| 4131 S Braeswood | Houston | TX | 77025 | 741152607 | 501(c)(3) | $27,244 | $0 | Promise of Hope |
| Jewish Family Service | ||||||||
| 4131 S Braeswood | Houston | TX | 77025 | 741152607 | 501(c)(3) | $75,000 | $0 | Flood Relief |
| Jewish National Fund | ||||||||
| 42 East 69th Street | New York | NY | 10021 | 131659627 | 501(c)(3) | $300,000 | $0 | New Immigrant Support |
| Jewish Philosophy Fund | ||||||||
| 54 Running Fox Road | Columbia | SC | 29223 | 461182338 | 501(c)(3) | $100,000 | $0 | Train Next Gen Isr Ldrshp |
| Just One Life Inc | ||||||||
| 587 5TH Ave Ste 702 | New York | NY | 10017 | 133533863 | 501(c)(3) | $75,000 | $0 | Counseling for Pregnant Women |
| Leo Baeck Ed Center Fndn | ||||||||
| 3555 Timmons Ste 1440 | Houston | TX | 77027 | 760205816 | 501(c)(3) | $22,483 | $0 | Israeli Fires |
| Leo Baeck Ed Center Fndn | ||||||||
| 3555 Timmons Ste 1440 | Houston | TX | 77027 | 760205816 | 501(c)(3) | $64,930 | $0 | YEDA II |
| Leo Baeck Ed Center Fndn | ||||||||
| 3555 Timmons Ste 1440 | Houston | TX | 77027 | 760205816 | 501(c)(3) | $65,000 | $0 | YEDA Petach Tikvah |
| Leo Baeck Ed Center Fndn | ||||||||
| 3555 Timmons Ste 1440 | Houston | TX | 77027 | 760205816 | 501(c)(3) | $70,000 | $0 | YEDA Kiryat Bialik |
| Leo Baeck Ed Center Fndn | ||||||||
| 3555 Timmons Ste 1440 | Houston | TX | 77027 | 760205816 | 501(c)(3) | $75,000 | $0 | Early Childhood Education |
| Meryerland Minyan | ||||||||
| 9002 Chimney Rock Rd G186 | Houston | TX | 77096 | 593813353 | 501(c)(3) | $15,000 | $0 | Flood Relief |
| Moishe House | ||||||||
| 441 Saxony Road Barn 2 | Encinitas | CA | 92024 | 262599786 | 501(c)(3) | $20,000 | $0 | General Support |
| Ohr Torah Stone Insts of Israel | ||||||||
| 49 W 45th St Suite 701 | New York | NY | 10036 | 133275531 | 501(c)(3) | $100,000 | $0 | Christian/Jewish Center |
| Robert M Beren Academy | ||||||||
| 11333 Cliffwood Dr | Houston | TX | 77035 | 741652136 | 501(c)(3) | $11,800 | $0 | Flood Relief |
| Robert M Beren Academy | ||||||||
| 11333 Cliffwood Dr | Houston | TX | 77035 | 741652136 | 501(c)(3) | $129,150 | $0 | General Operating |
| Save a Childs Heart Fndn | ||||||||
| 10050 Chapel Road Suite 18 | Potomac | MD | 20854 | 521783323 | 501(c)(3) | $250,000 | $0 | Pediatric Intensive Care Svcs |
| Sephardic Gan Toret Emet Inc | ||||||||
| 11330 Braesridge Drive | Houston | TX | 77071 | 201354171 | 501(c)(3) | $87,500 | $0 | General Support |
| Seven Acres Jewish Sr Care Svcs | ||||||||
| 6200 N Braeswood Blvd | Houston | TX | 77074 | 741143086 | 501(c)(3) | $10,000 | $0 | Flood Relief |
| Seven Acres Jewish Sr Care Svcs | ||||||||
| 6200 N Braeswood Blvd | Houston | TX | 77074 | 741143086 | 501(c)(3) | $400,980 | $0 | General Support |
| Texas Hillel Foundation | ||||||||
| 2105 San Antonio St | Austin | TX | 78705 | 521758802 | 501(c)(3) | $65,000 | $0 | General Support |
| The Beth Yeshurun Day School | ||||||||
| 4525 Beechnut | Houston | TX | 77096 | 800165161 | 501(c)(3) | $7,440 | $0 | Flood Relief |
| The Beth Yeshurun Day School | ||||||||
| 4525 Beechnut | Houston | TX | 77096 | 800165161 | 501(c)(3) | $88,550 | $0 | General Support |
| The Emery-Weiner School Foundation | ||||||||
| 9825 Stella Link | Houston | TX | 77025 | 421569069 | 501(c)(3) | $273,000 | $0 | General Operating |
| The Hillel at Texas A&M | ||||||||
| 800 George Bush Dr | College Station | TX | 77840 | 741398514 | 501(c)(3) | $23,000 | $0 | General Support |
| The Jewish Federations of NA | ||||||||
| 25 Broadway Suite 1700 | New York | NY | 10004 | 131624240 | 501(c)(3) | $162,000 | $0 | Yoseftal/Dado Support |
| The Jewish Federations of NA | ||||||||
| 25 Broadway Suite 1700 | New York | NY | 10004 | 131624240 | 501(c)(3) | $300,000 | $0 | JDC-Global Welfare |
| The Jewish Federations of NA | ||||||||
| 25 Broadway Suite 1700 | New York | NY | 10004 | 131624240 | 501(c)(3) | $38,000 | $0 | Ethiopian National Project-SPACE |
| The Jewish Federations of NA | ||||||||
| 25 Broadway Suite 1700 | New York | NY | 10004 | 131624240 | 501(c)(3) | $825,000 | $0 | Collective Overseas Support |
| The Jewish Federations of NA | ||||||||
| 25 Broadway Suite 1700 | New York | NY | 10004 | 131624240 | 501(c)(3) | $12,500 | $0 | City of David |
| The Jewish Federations of NA | ||||||||
| 25 Broadway Suite 1700 | New York | NY | 10004 | 131624240 | 501(c)(3) | $12,500 | $0 | Yad Vashem |
| The Jewish Federations of NA | ||||||||
| 25 Broadway Suite 1700 | New York | NY | 10004 | 131624240 | 501(c)(3) | $15,000 | $0 | Soroka Medical Center |
| The Jewish Federations of NA | ||||||||
| 25 Broadway Suite 1700 | New York | NY | 10004 | 131624240 | 501(c)(3) | $20,000 | $0 | Birthright Israel |
| The Jewish Federations of NA | ||||||||
| 25 Broadway Suite 1700 | New York | NY | 10004 | 131624240 | 501(c)(3) | $21,008 | $0 | Israeli Fires |
| The Jewish Federations of NA | ||||||||
| 25 Broadway Suite 1700 | New York | NY | 10004 | 131624240 | 501(c)(3) | $266,620 | $0 | Fair Share |
| The Jewish Federations of NA | ||||||||
| 25 Broadway Suite 1700 | New York | NY | 10004 | 131624240 | 501(c)(3) | $50,000 | $0 | Youth Center |
| The Jewish Federations of NA | ||||||||
| 25 Broadway Suite 1700 | New York | NY | 10004 | 131624240 | 501(c)(3) | $58,924 | $0 | Baton Rouge Flood Relief |
| The Koby Mandell Foundation Inc | ||||||||
| 366 Pearsall Ave Suite 1 | Cedarhurst | NY | 11516 | 912169027 | 501(c)(3) | $75,000 | $0 | Sppt Victims of Terror |
| The Shlenker School | ||||||||
| 5600 North Braeswood Blvd | Houston | TX | 77096 | 760686559 | 501(c)(3) | $101,100 | $0 | General Support |
| Torah Day School | ||||||||
| 10900 Fondren | Houston | TX | 77096 | 237278350 | 501(c)(3) | $17,260 | $0 | Flood Relief |
| Torah Day School | ||||||||
| 10900 Fondren | Houston | TX | 77096 | 237278350 | 501(c)(3) | $52,500 | $0 | General Support |
| TXFrndsChabad-Lubavitch | ||||||||
| 1 Center Texas AM | College Station | TX | 77840 | 237278350 | 501(c)(3) | $7,500 | $0 | General Support |
| University of Texas Chabad | ||||||||
| 4610 Bellaire Blvd | Bellaire | TX | 77401 | 450519502 | 501(c)(3) | $15,000 | $0 | General Support |
| Womens Intl Zionist Organization | ||||||||
| 1150 Kane Concourse 5th Flr | Bay Harbor Islands | FL | 33154 | 133041381 | 501(c)(3) | $50,000 | $0 | Education & Welfare |
| Zecher Avrohom Inc | ||||||||
| 1715 51st Street | Brooklyn | NY | 11204 | 263744888 | 501(c)(3) | $75,000 | $0 | Support for At-Risk Families |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 83 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| Israel Trip and Camp Scholarships | 208 | $177,875 |
| Teacher grants | 14 | $5,450 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Additional Supplemental Information | The Jewish Federation of Greater Houston is reporting grants to the Jewish Federations of North America (JFNA) which is a 501(c)(3) domestic U.S. charity. In addition, JFNA, and its beneficiary agencies, United Israel Appeal (UIA), a subsidiary of JFNA, and the American Jewish Joint Distribution Committee (JDC) - both 501(c)(3) organizations - each file a separate Form 990 and detailed Schedule F. |
| Grantmaker's Description of How Grants are Used | The Federation supports organizations that: provide vital assistance such as food, shelter and medical care; educate the youth of our community; provide senior care services & programming; facilitate leadership development and youth engagement programming; reconnect Jews with the Jewish community; offer Jewish programming for young families and children; develop Israel advocacy skills; support Israel travel for youth; and aid people with special needs.There is no additional monitoring once grants have been awarded. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Payments For Use Of Residence | Yes (X) | PaymentsForUseOfResidenceInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
| Rebuttable Presumption Proc | false | RebuttablePresumptionProcInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt |
|---|---|---|---|---|---|
| Elaine Kellerman | |||||
| VP of Education | $132,632 | $9,472 | $12,903 | $155,007 | |
| Lee Wunsch | |||||
| President & CEO | $331,796 | $62,862 | $14,324 | $434,719 | $25,737 |
| Mary Ward-Hecksel | |||||
| Sr. VP/CFO | $161,109 | $10,760 | $12,826 | $184,695 | |
| Suzanne Jacobson | |||||
| Sr. VP Develop. | $167,444 | $11,244 | $1,011 | $179,699 | |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 1a: Relevant information in regards to selections on 1a. | FormAndLineReferenceDesc |
| Explanation | The Federation pays $505 for telephone/internet service used for business purposes at the home of Lee Wunsch, President & CEO. These payments are not treated as taxable compensation because they are deemed to be expenses relating to his services provided to the Federation. During the year, the Federation paid $2,350 for Lee Wunsch's spouse to travel with him on business trip which was treated as taxable compensation to him. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 4d: Other Program Services Description | OTHER PROGRAM SERVICES 4: Community Mission to Israel Trip - The goal for the mission trip to Israel is to build Jewish identity and connections between the Houston Jewish community and the State of Israel. |
| Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et | Elyse Kalmans and Benjamin Warren have a family relationship.Russ Robinson and Joe Kaplan have a business relationship.Russ Robinson and Joe Pryzant have a business relationship.Arturo Karakowsky and Benjamin Warren have a business relationship.Arturo Karakowsky and Kari Saratovsky have a business relationship.Mike Levy and Lee Wunsch have a business relationship.Dori Goldman and Joe Kornfeld have a family relationship. Sandy Weiner and Debra Cohen have a family relationship.Sandy Weiner and Mike Levy have a business relationship. Sandra Finkelman and Audrey Wachsberg have a family relationship. |
| Form 990, Part VI, Line 11b: Form 990 Review Process | The 990 Form is reviewed by the Controller and CFO and made available to Board members on a "members only" section of the Federation's website prior to filing. |
| Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | A Conflict of Interest Statement is distributed to Board members every year and several follow ups are made. If there are conflicts of interest, they are addressed with the President and CEO and the Chair of the Board. If appropriate, after discussion, the conflict is brought before the Board. |
| Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management | The Personnel Sub-Committee of the Board consisting of the Chairman of Board, Chairman of the Budget and Finance Committee and the Chairman of the Personnel Committee is responsible for determining the compensation of the organization's President & CEO after a review of comparable data of non-profit sister agencies of similar size. |
| Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | The Personnel Sub-Committee of the Board consisting of the Chairman of Board, Chairman of the Budget and Finance Committee and the Chairman of the Personnel Committee is responsible for determining the compensation of the organization's officers and key employees after a review of comparable data of non-profit sister agencies of similar size. |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | Upon request. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Houston Jewish Community Fdn | ||||||||||
| 5603 South Braeswood Blvd | Houston | TX | 77096 | 760187329 | Support the Jewish Federation of Gr. Hou | TX | 501(c)(3) | 509(a)(1) | Jewish Federation of Greater Houston | Yes (true) |
| Mary L & William J Osher Fd | ||||||||||
| 5603 South Braeswood Blvd | Houston | TX | 77096 | 205094518 | Support the Jewish Federation of Gr. Hou | TX | 501(c)(3) | 509(a)(3) I | Jewish Federation of Greater Houston | Yes (true) |
| The Becker Family Foundation | ||||||||||
| 5603 South Braeswood Blvd | Houston | TX | 77096 | 760560995 | Support the Jewish Federation of Gr. Hou | TX | 501(c)(3) | 509(a)(3) I | Jewish Federation of Greater Houston | Yes (true) |
| Alan F & Diane R Levin Fd | ||||||||||
| 5603 South Braeswood Blvd | Houston | TX | 77096 | 760613294 | Support Jewish Fed & Hou Jew Comm Fd | TX | 501(c)(3) | 509(a)(3) I | Jewish Fed & Hou Jew Comm Fd | Yes (true) |
| The Rauch Foundation | ||||||||||
| 5603 South Braeswood Blvd | Houston | TX | 77096 | 760300344 | Support the Jewish Federation of Gr. Hou | TX | 501(c)(3) | 509(a)(3) I | Jewish Federation of Greater Houston | Yes (true) |
| The Samuels Foundation | ||||||||||
| 5603 South Braeswood Blvd | Houston | TX | 77096 | 760207517 | Support the Jewish Federation of Gr. Hou | TX | 501(c)(3) | 509(a)(3) I | Jewish Federation of Greater Houston | Yes (true) |
| Donald & Martha Kaplan Freedman Fd | ||||||||||
| 5603 S Braeswood Blvd | Houston | TX | 77096 | 455449056 | Support the Houston Jewish Community Fd | TX | 501(c)(3) | 509(a)(3) I | Houston Jewish Community Foundation | Yes (true) |
| Levit-Setzer Supporting Organization | ||||||||||
| 5603 S Braeswood Blvd | Houston | TX | 77096 | 473031329 | Support the Houston Jewish Community Fd | TX | 501(c)(3) | 509(a)(3) I | Houston Jewish Community Foundation | Yes (true) |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| M & J Robinson CRAT | |||||||||
| 5603 South Braeswood | Houston | TX | 77096 | 766103916 | Remdr Trust | TX | HJCF | Trust | false |
| Extremis Corporation | |||||||||
| 5603 South Braeswood | Houston | TX | 77096 | 760492189 | Dormant | TX | HJCF | C corp | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (5 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Houston Jewish Community Fdn | ||
| b | $820,512 | Cash |
| Houston Jewish Community Fdn | ||
| c | $2,247,329 | Cash |
| Mary L & William J Osher Fd | ||
| c | $1,300,000 | Cash |
| Alan F & Diane R Levin Fd | ||
| c | $24,000 | Cash |
| Levit-Setzer Supporting Organization | ||
| c | $50,000 | Cash |
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