JEWISH FAMILY AND CHILD SERVICE: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- JEWISH FAMILY AND CHILD SERVICE (EIN 93-0386851)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-05-15
- IRS object ID
- 201701359349313050
- Schema version
- 2015v3.0
- 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 G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-15T17:52:19-05:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 805 SW BROADWAY STE 1200 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930386851 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWISH FAMILY AND CHILD SERVICE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JEWI | BusinessNameControlTxt |
| Phone | 5032267079 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1221 SW YAMHILL STREET 301 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97205 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BOBBIE JENKINS | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 5032267079 | PhoneNum |
| Signature | 2017-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WENDY CAMPOS | PreparerPersonNm |
| PTIN | P00448102 | PTIN |
| Phone | 5032421447 | PhoneNum |
| Preparation | 2017-05-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KATHLEEN SULLIVAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1221 SW YAMHILL STREET 301 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,665,730 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | JFCS-PORTLAND.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1947 | FormationYr |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Activity Or Mission | GUIDED BY THE WISDOM AND VALUES OF OUR TRADITION, JEWISH FAMILY & CHILD SERVICE PROVIDES SOCIAL SERVICES THAT IMPROVE THE LIVES OF ADULTS, FAMILIES AND CHILDREN IN THE JEWISH AND GENERAL COMMUNITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 50 | TotalEmployeeCnt |
| Total Volunteers | 200 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,111,878 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,173,478 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $303,111 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $318,866 | CYProgramServiceRevenueAmt |
| PY Investment Income | $62,646 | PYInvestmentIncomeAmt |
| CY Investment Income | $30,626 | CYInvestmentIncomeAmt |
| PY Other Revenue | $27,444 | PYOtherRevenueAmt |
| CY Other Revenue | $26,536 | CYOtherRevenueAmt |
| PY Total Revenue | $1,505,079 | PYTotalRevenueAmt |
| CY Total Revenue | $1,549,506 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $19,318 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,274,847 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,239,884 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $139,361 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $379,475 | PYOtherExpensesAmt |
| CY Other Expenses | $339,318 | CYOtherExpensesAmt |
| PY Total Expenses | $1,654,322 | PYTotalExpensesAmt |
| CY Total Expenses | $1,598,520 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$149,243 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$49,014 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,487,787 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,492,132 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $111,292 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $101,519 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,376,495 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,390,613 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | GUIDED BY THE WISDOM AND VALUES OF OUR TRADITION, JEWISH FAMILY & CHILD SERVICE PROVIDES SOCIAL SERVICES THAT IMPROVE THE LIVES OF ADULTS, FAMILIES AND CHILDREN IN THE JEWISH AND GENERAL COMMUNITIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $703,938 | ExpenseAmt |
| Grant | $19,318 | GrantAmt |
| Revenue | $5,787 | RevenueAmt |
| Desc | LIFELINE SERVICES:LIFELINE SERVICES PROVIDE IN-HOME, WRAPAROUND SUPPORT FOR SENIORS AND PEOPLE WITH DISABILITIES TO AGE SAFELY AND INDEPENDENTLY IN THEIR HOMES AND FOR INDIVIDUALS AND FAMILIES EXPERIENCING FINANCIAL HARDSHIP TO AVOID A CRISIS AND MAKE PROGRESS TOWARD SELF-SUFFICIENCY. CASE MANAGERS AND SOCIAL WORKERS CONDUCT A COMPREHENSIVE ASSESSMENT AND HELP INDIVIDUALS AND FAMILIES CREATE A PLAN OF ACTION TO ADDRESS THEIR NEEDS. OUR COMPASSIONATE AND EXPERIENCED STAFF PROVIDES PROMPT AND COURTEOUS CARE, PARTNERING WITH DIVERSE NETWORK OF FAITH-BASED AND SOCIAL SERVICE AGENCIES TO MEET AS MANY COMMUNITY NEEDS AS POSSIBLE. THERE ARE AN ARRAY OF LIFELINE SERVICES THAT BENEFIT HUNDREDS OF ADULTS, SENIORS AND FAMILIES EVERY YEAR, INCLUDING:1) IN-HOME SERVICES SUCH AS HOUSEKEEPING, COMPANIONSHIP, MEAL PREPARATION AND TRANSPORTATION FOR MEDICAL APPOINTMENTS OR SHOPPING.2)EMERGENCY AID FOR RENT, UTILITIES, FOOD, CLOTHING, SCHOOL SUPPLIES, MEDICATIONS AND MORE.3) CASE MANAGEMENT AND CARE COORDINATION, INCLUDING BILINGUAL (RUSSIAN/ENGLISH) AND GERIATRIC CARE MANAGEMENT, TO ADDRESS IMMEDIATE AND LONG-TERM NEEDS.4)SPECIALIZED SERVICES FOR HOLOCAUST SURVIVORS, INCLUDING REPARATIONS COMPENSATION AND MONTHLY SOCIAL ACTIVITIES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $245,756 | ExpenseAmt |
| Revenue | $174,274 | RevenueAmt |
| Desc | PARTNERS FOR INDEPENDENCE (PARTNERS):"PARTNERS" VALUES CHOICE FOR ADULTS AND YOUTH WITH DISABILITIES WISHING TO LIVE MORE INDEPENDENTLY AND BE MORE ENGAGED MEMBERS OF THEIR COMMUNITIES. WE PROVIDE INDIVIDUALS WITH RESOURCES AND OPTIONS TO MAKE INFORMED CHOICES ABOUT LIVING, LEARNING AND WORKING. AS PART OF OUR CLIENTS' SUPPORT TEAM, OUR QUALIFIED SKILLS TRAINERS AND BEHAVIOR CONSULTANTS PROVIDE STATE-CERTIFIED SERVICES, COLLABORATING WITH THEIR FAMILY, SCHOOL, EMPLOYER, SOCIAL NETWORK, VOLUNTEER SITE AND OTHER DISABILITY SUPPORT PROVIDERS TO PROMOTE SELF-DETERMINATION AND HELP THEM REACH THEIR GOALS. PARTNERS CONTRACTS WITH ESTABLISHED LOCAL SUPPORT SERVICE BROKERAGES AND DEVELOPMENTAL DISABILITIES SERVICES OF MULTNOMAH AND CLACKAMAS COUNTIES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $203,329 | ExpenseAmt |
| Revenue | $137,352 | RevenueAmt |
| Desc | COUNSELING:JFCS'S COUNSELING PROGRAM OFFERS EFFECTIVE, HIGH QUALITY SERVICES TO INDIVIDUALS, COUPLES, AND FAMILIES. WE VALUE EACH INDIVIDUAL'S UNIQUE IDENTITY, LIFE EXPERIENCE AND SOCIAL CONTEXT. JFCS'S PRIORITY IS TO PROVIDE CONFIDENTIAL SUPPORT BASED ON TRUST, EMPATHY, AND UNDERSTANDING TO ENSURE CLIENTS FEEL SAFE, EMPOWERED, AND ABLE TO MAKE PROGRESS TOWARD THEIR GOALS. OUR COUNSELING TEAM INCLUDES LICENSED CLINICAL SOCIAL WORKERS, CLINICAL SOCIAL WORK ASSOCIATES, AND MASTERS LEVEL PROVIDERS. MASTER'S SOCIAL WORK INTERNS ARE ABLE TO OFFER POPULATION SPECIFIC AND LOW-COST SERVICES. JFCS ACCEPTS MEDICARE, OREGON CO-OP, MHN, PBH, OPTUM, AND UNITED BEHAVIORAL HEALTH AND IS ABLE TO BILL OTHER COMMERCIAL INSURANCE. WE ALSO ASSESS FOR SLIDING SCALE AND DISCOUNT RATES FOR THOSE WHO DON'T HAVE INSURANCE OPTIONS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $38,217 | ExpenseAmt |
| Revenue | $199 | RevenueAmt |
| Desc | TASK (TREASURING, ACCEPTING & SUPPORTING KEHILLAH):TASK OFFERS CULTURALLY COMPETENT EXPERTISE AND GUIDANCE TO INDIVIDUALS AND THEIR FAMILY MEMBERS ON DISABILITIES ISSUES SPANNING THE LIFE CYCLE. OUR DISABILITIES INCLUSION SPECIALIST, MS. SPEC. ED., PROVIDES WELCOMING AND HELPFUL ONE-TO-ONE AND GROUP CONSULTATION IN PEOPLE'S HOMES AND IN THE COMMUNITY. SUPPORT GROUPS FOR PARENTS MEET A CRITICAL AND OFTEN OVERLOOKED NEED BY PROVIDING PARENTS WITH AN OPPORTUNITY FOR CONNECTING AND NETWORKING WITH ONE ANOTHER. WORKSHOPS AND TRAININGS AT LOCAL SCHOOLS AND SYNAGOGUES INFORM OUR TEACHERS AND RELIGIOUS LEADERS ABOUT WAYS TO PROMOTE ACCEPTANCE AND INCLUSION OF JEWISH CHILDREN AND ADULTS WITH DISABILITIES. THEY ALSO PROVIDE A FORUM FOR STUDENTS, FAMILIES AND CONGREGANTS TO LEARN AND SHARE. TIKVAH (OUR HOPE) IS A POPULAR SOCIAL-RECREATIONAL GROUP WHERE TASK ADULTS WITH ALL TYPES OF SPECIAL NEEDS MEET MONTHLY TO ENJOY ACTIVITIES AND SOCIALIZE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $38,217 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $199 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $1,191,240 | 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 | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | 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 | 26 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 50 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | 0 | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5032267079 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1221 SW YAMHILL STREET 301 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97205 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt |
|---|---|---|---|---|---|---|---|
| LES SOLTESZ | |||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SANDRA SIMON | |||||||
| PRESIDENT & CSP CEO | 1.00 | Yes (X) | Yes (X) | $0 | $275,443 | $14,963 | 39.00 |
| LEE CORDOVA | |||||||
| VICE PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| RACHAEL DUKE | |||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MEGAN LEFTWICH | |||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| KATHY CHUSID | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CAROL COGAN-KORANDA | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LARRY HOLZMAN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PAUL KOENIGSBERG | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CAROLYN HOOPS | |||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $106,000 | $0 | $10,916 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $106,000 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $275,443 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $25,879 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $64,475 | FundraisingAmt |
| All Other Contributions | $1,109,003 | AllOtherContributionsAmt |
| Total Contributions | $1,173,478 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLIENT FEES | Desc |
| Business | 624100 | BusinessCd |
| Total Revenue Column | $318,866 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $318,866 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $318,866 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $128,015 | TotalRevenueColumnAmt |
| Exclusion | $128,015 | ExclusionAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $97,389 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$97,389 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$97,389 | TotalRevenueColumnAmt |
| Exclusion | -$97,389 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $46,625 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $64,475 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $18,835 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $27,790 | TotalRevenueColumnAmt |
| Exclusion | $27,790 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 624100 | BusinessCd |
| Total Revenue Column | -$1,254 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$1,254 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | -$1,254 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,549,506 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $317,612 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $58,416 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,318 | TotalAmt |
| Program Services | $19,318 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $116,916 | TotalAmt |
| Program Services | $87,687 | ProgramServicesAmt |
| Management And General | $19,876 | ManagementAndGeneralAmt |
| Fundraising | $9,353 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $771,514 | TotalAmt |
| Program Services | $609,998 | ProgramServicesAmt |
| Management And General | $74,490 | ManagementAndGeneralAmt |
| Fundraising | $87,026 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,945 | TotalAmt |
| Program Services | $11,249 | ProgramServicesAmt |
| Management And General | $2,696 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $227,836 | TotalAmt |
| Program Services | $176,634 | ProgramServicesAmt |
| Management And General | $37,185 | ManagementAndGeneralAmt |
| Fundraising | $14,017 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,673 | TotalAmt |
| Program Services | $73,016 | ProgramServicesAmt |
| Management And General | $27,171 | ManagementAndGeneralAmt |
| Fundraising | $9,486 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,322 | TotalAmt |
| Management And General | $36,322 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,731 | TotalAmt |
| Management And General | $2,731 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,640 | TotalAmt |
| Management And General | $12,640 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,257 | TotalAmt |
| Program Services | $38,962 | ProgramServicesAmt |
| Management And General | $2,021 | ManagementAndGeneralAmt |
| Fundraising | $2,274 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,800 | TotalAmt |
| Program Services | $3,543 | ProgramServicesAmt |
| Management And General | $176 | ManagementAndGeneralAmt |
| Fundraising | $1,081 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,530 | TotalAmt |
| Program Services | $63,002 | ProgramServicesAmt |
| Management And General | $24,403 | ManagementAndGeneralAmt |
| Fundraising | $8,125 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,747 | TotalAmt |
| Program Services | $6,555 | ProgramServicesAmt |
| Management And General | $2,143 | ManagementAndGeneralAmt |
| Fundraising | $4,049 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,280 | TotalAmt |
| Program Services | $50,528 | ProgramServicesAmt |
| Management And General | $8,641 | ManagementAndGeneralAmt |
| Fundraising | $3,111 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,403 | TotalAmt |
| Program Services | $38,093 | ProgramServicesAmt |
| Management And General | $1,301 | ManagementAndGeneralAmt |
| Fundraising | $9 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,055 | TotalAmt |
| Program Services | $9,977 | ProgramServicesAmt |
| Management And General | $5,404 | ManagementAndGeneralAmt |
| Fundraising | $674 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,114 | TotalAmt |
| Program Services | $2,678 | ProgramServicesAmt |
| Management And General | $280 | ManagementAndGeneralAmt |
| Fundraising | $156 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,439 | TotalAmt |
| Management And General | $10,439 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,598,520 | TotalAmt |
| Program Services | $1,191,240 | ProgramServicesAmt |
| Management And General | $267,919 | ManagementAndGeneralAmt |
| Fundraising | $139,361 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $142,381 | BOYAmt |
| EOY | $255,648 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,611 | BOYAmt |
| EOY | $73,804 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $306,581 | BOYAmt |
| EOY | $215,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,751 | BOYAmt |
| EOY | $48,624 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,920 | BOYAmt |
| EOY | $74,666 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,493 | BOYAmt |
| EOY | $19,644 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $48,875 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $46,866 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,123 | BOYAmt |
| EOY | $2,009 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,787,022 | BOYAmt |
| EOY | $1,689,832 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $106,000 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,905 | BOYAmt |
| EOY | $6,905 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,487,787 | BOYAmt |
| EOY | $2,492,132 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $103,798 | BOYAmt |
| EOY | $92,860 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,494 | BOYAmt |
| EOY | $8,659 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $111,292 | BOYAmt |
| EOY | $101,519 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $178,589 | BOYAmt |
| EOY | $1,211,345 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $314,441 | BOYAmt |
| EOY | $225,100 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,883,465 | BOYAmt |
| EOY | $954,168 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,376,495 | BOYAmt |
| EOY | $2,390,613 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,487,787 | BOYAmt |
| EOY | $2,492,132 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$49,014 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$42,868 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | $106,000 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $865,450 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $955,611 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,145,345 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,111,878 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,173,478 | CurrentTaxYearAmt |
| Total | $5,251,762 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $865,450 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $955,611 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,145,345 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,111,878 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,173,478 | CurrentTaxYearAmt |
| Total | $5,251,762 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,078,471 | SubstantialContributorsTotAmt |
| Public Support Total170 | $4,173,291 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $32,234 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $74,525 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $62,204 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $33,239 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $128,015 | CurrentTaxYearAmt |
| Total | $330,217 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $24,711 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $59,651 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,867 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $27,444 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $27,790 | CurrentTaxYearAmt |
| Total | $144,463 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $5,726,442 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,605,510 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.72880 | PublicSupportCY170Pct |
| Public Support PY170 | 0.78400 | 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 | $1,951,359 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$12,304 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $76,350 | GrantsOrScholarshipsAmt |
| Other Expenditures | $168,510 | OtherExpendituresAmt |
| Administrative Expenses | $15,613 | AdministrativeExpensesAmt |
| End Year Balance | $1,678,582 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,026,453 | BeginningYearBalanceAmt |
| Contributions | $35,626 | ContributionsAmt |
| Investment Earnings Or Losses | $36,722 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $128,073 | OtherExpendituresAmt |
| Administrative Expenses | $19,369 | AdministrativeExpensesAmt |
| End Year Balance | $1,951,359 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,875,744 | BeginningYearBalanceAmt |
| Contributions | $29,268 | ContributionsAmt |
| Investment Earnings Or Losses | $287,269 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $145,879 | OtherExpendituresAmt |
| Administrative Expenses | $19,949 | AdministrativeExpensesAmt |
| End Year Balance | $2,026,453 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,882,630 | BeginningYearBalanceAmt |
| Contributions | $6,471 | ContributionsAmt |
| Investment Earnings Or Losses | $202,373 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $196,572 | OtherExpendituresAmt |
| Administrative Expenses | $19,158 | AdministrativeExpensesAmt |
| End Year Balance | $1,875,744 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,936,765 | BeginningYearBalanceAmt |
| Contributions | $31,917 | ContributionsAmt |
| Investment Earnings Or Losses | $43,932 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $112,203 | OtherExpendituresAmt |
| Administrative Expenses | $17,781 | AdministrativeExpensesAmt |
| End Year Balance | $1,882,630 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.96520 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.03480 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $48,875 | OtherCostOrOtherBasisAmt |
| Depreciation | $46,866 | DepreciationAmt |
| Book Value | $2,009 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,009 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ORGANIZATION'S SPENDING POLICY IS TO ANNUALLY APPROPRIATE A PERCENTAGE OF THE YEAR-END ENDOWMENT BALANCE FOR OPERATING USES. THE SPENDING RATE, CURRENTLY 5%, IS REVIEWED ANNUALLY BY THE BOARD AND MAY BE ADJUSTED BETWEEN 3% AND 6%. THE AVERAGE YEAR-END ENDOWMENT BALANCE IS COMPUTED FROM THE AVERAGE OF THE YEAR-END ENDOWMENT BALANCES FOR THE FIVE-YEAR PERIOD PRECEDING THE CURRENT FISCAL YEAR, EXCLUDING ANY DESIGNATED FUNDS. |
| PART X, LINE 2: | INCOME TAXES CSP, THE FOUNDATION, KEHILLAH, JFCS AND SHC ARE TAXEXEMPT ORGANIZATIONS PURSUANT TO INTERNAL REVENUE CODE (IRC) SECTION 501(C)(3) AND APPLICABLE STATE LAWS. O'BRIEN, INC. IS A TAX EXEMPT ORGANIZATION PURSUANT TO IRC SECTION 501(C)(2) AND APPLICABLE STATE LAWS. HWS, CLAY TOWER, CSP-1200 AND CSP-PARK LEXINGTON ARE LIMITED LIABILITY COMPANIES, SO ALL TAXABLE INCOME/LOSS FLOWS THROUGH TO THE MEMBERS' TAX RETURNS. THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. THE CORPORATION RECOGNIZES THE TAX BENEFIT FROM UNCERTAIN TAX POSITIONS, IF ANY, ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITIONS WILL BE SUSTAINED ON EXAMINATION BY THE TAX AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFIT IS MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENTS. THE CORPORATION RECOGNIZES INTEREST ACCRUED AND PENALTIES RELATED TO TAX MATTERS IN ADMINISTRATIVE EXPENSES. THE CORPORATION HAD NO UNRECOGNIZED TAX BENEFITS AT JUNE 30, 2016. NO INTEREST AND PENALTIES WERE ACCRUED FOR THE YEAR ENDED JUNE 30, 2016. THE CORPORATION FILES AN EXEMPT ORGANIZATION RETURN AND UNRELATED BUSINESS INCOME TAX RETURN IN THE U.S. FEDERAL JURISDICTION AND A CORPORATE TAX RETURN IN OREGON. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | VARIOUS EVENTS | Event1Nm |
| Gross Receipts Event1 | $111,100 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $64,475 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $46,625 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $18,835 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $111,100 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $64,475 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $46,625 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $18,835 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $18,835 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $27,790 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | GENERAL SHELTER, FOOD AND MEDICAL ASSISTANCE | GrantTypeTxt |
| Recipient | 100 | RecipientCnt |
| Cash Grant | $19,318 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | INDIVIDUAL RECIPIENTS ARE EVALUATED BASED ON NEED | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SANDRA SIMON | PersonNm |
| Title | PRESIDENT & CSP CEO | TitleTxt |
| Base Compensation Filing Org | $0 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $275,443 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $345 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $14,618 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $0 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $290,406 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | FORM 990 IS REVIEWED BY THE FINANCE COMMITTEE AND APPROVED BY FULL BOARD PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION FOR THE TOP EXECUTIVES IS REVIEWED AND APPROVED ANNUALLY BY THE BOARD. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING AND OTHER DOCUMENTS ARE PROVIDED UPON REQUEST TO THE ORGANIZATION. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| CLAY TOWER GP LLC | |||||||||
| 6125 SW BOUNDARY STREET | PORTLAND | OR | 97221 | 020536507 | TO OPERATE APARTMENT COMPLEX | OR | $0 | $0 | ROBISON JEWISH HOME |
| CSP-1200 GP LLC | |||||||||
| 6125 SW BOUNDARY STREET | PORTLAND | OR | 97221 | 454612993 | TO ACQUIRE & REHABILITATE PROPERTY | OR | $0 | $0 | ROBISON JEWISH HOME |
| CSP-PARK LEXINGTON GP LLC | |||||||||
| 6125 SW BOUNDARY STREET | PORTLAND | OR | 97221 | 260526202 | TO ACQUIRE & REHABILITATE PROPERTY | OR | $0 | $0 | ROBISON JEWISH HOME |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ROBISON JEWISH HOME | |||||||||||
| 6125 SW BOUNDARY STREET | PORTLAND | OR | 97221 | 930386852 | RESIDENTIAL & COMMUNITY-BASED CARE TO ELDERS | OR | 501(C)(3) | LINE 9 | N/A | 0 | |
| SINAI FAMILY HOME SERVICES INC | |||||||||||
| 7412 SW BEAVERTON-HILLSDALE HWY 106 | PORTLAND | OR | 97225 | 208504069 | HOME CARE SERVICES | OR | 501(C)(3) | LINE 11A, I | 0 | ROBISON JEWISH HOME | |
| CSP KEHILLA HOUSING | |||||||||||
| 6125 SW BOUNDARY STREET | PORTLAND | OR | 97221 | 454839314 | AFFORDABLE HOUSING TO DISABLED ADULTS | OR | 501(C)(3) | LINE 7 | 0 | ROBISON JEWISH HOME | |
| CEDAR SINAI PARK FOUNDATION | |||||||||||
| 6125 SW BOUNDARY STREET | PORTLAND | OR | 97221 | 043774565 | SUPPORTING ROBISON JEWISH HOME | OR | 501(C)(3) | LINE 11A, I | 0 | ROBISON JEWISH HOME | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CEDAR SINAI PARK-CLAY TOWER APTS | |||||||||||||
| 6125 SW BOUNDARY STREET | PORTLAND | OR | 97221 | 260536507 | LOW INCOMING HOUSING | OR | CLAY TOWER GP LLC | RELATED | 0 | 0 | |||
| CSP-1200 LIMITED PARTNERSHIP | |||||||||||||
| 6125 SW BOUNDARY STREET | PORTLAND | OR | 97221 | 320371089 | LOW INCOMING HOUSING | OR | CSP-1200 GP LLC | RELATED | 0 | 0 | |||
| CSP-PARK LEXINGTON LTD PARTNERSHIP | |||||||||||||
| 6125 SW BOUNDARY STREET | PORTLAND | OR | 97221 | 900881617 | LOW INCOMING HOUSING | OR | CSP-PARK LEXINGTON GP LLC | RELATED | 0 | 0 | |||
| HOUSING WITH SERVICES LLC | |||||||||||||
| 6125 SW BOUNDARY STREET | PORTLAND | OR | 97221 | 465768550 | SOCIAL SERVICES | OR | ROBISON JEWISH HOME | RELATED | 0 | 0 | -$1,968 | $4,104 | 0.02000 |
| 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 | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | 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 | 0 | 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 | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SINAI FAMILY HOME SERVICES INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | D | TransactionTypeTxt |
| Involved | $74,666 | InvolvedAmt |
| Method Of Amount Determination | FAIR MARKET VALUE | MethodOfAmountDeterminationTxt |
Comments