THE JEWISH FEDERATION OF FORT WORTH AND TARRANT COUNTY: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- THE JEWISH FEDERATION OF FORT WORTH AND TARRANT COUNTY (EIN 75-0808797)
- Tax period
- 2015-09-01 to 2016-08-31
- Filed
- 2017-04-18
- IRS object ID
- 201721089349301162
- 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 L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-04-18T16:13:28-05:00 | ReturnTs |
| Tax Period End | 2016-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6050 Southwest Blvd Suite 300 | AddressLine1Txt |
| City | Fort Worth | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 750808797 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jewish Federation of Fort Worth | BusinessNameLine1Txt |
| Business Name Line2 | & Tarrant County | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % LAURIE REESE CONTROLLER | InCareOfNm |
| Business Name Control | JEWI | BusinessNameControlTxt |
| Phone | 8175690892 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4049 Kingsridge Road | AddressLine1Txt |
| City | Fort Worth | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76109 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BOB GOLDBERG | PersonNm |
| Person Title | executive director | PersonTitleTxt |
| Signature | 2017-04-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jamie Eversole | PreparerPersonNm |
| PTIN | P00839244 | PTIN |
| Phone | 8177382400 | PhoneNum |
| 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 | LON WERNER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4049 KINGSRIDGE ROAD | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,628,718 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.tarrantfederation.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1956 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | To build a strong and unified Jewish community in order to ensure well-being and continuity of the Jewish people in Tarrant County, in Israel, and throughout the world. | ActivityOrMissionDesc |
| Voting Members Governing Body | 30 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 30 | VotingMembersIndependentCnt |
| Total Employee | 12 | TotalEmployeeCnt |
| Total Volunteers | 7 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $11,035,377 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,250,605 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $12,061 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $15,946 | CYProgramServiceRevenueAmt |
| PY Investment Income | $447,721 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,240,970 | CYInvestmentIncomeAmt |
| PY Other Revenue | $11,850 | PYOtherRevenueAmt |
| CY Other Revenue | $12,059 | CYOtherRevenueAmt |
| PY Total Revenue | $11,507,009 | PYTotalRevenueAmt |
| CY Total Revenue | $2,519,580 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $304,901 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $324,897 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $456,640 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $535,799 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $128,051 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $726,420 | PYOtherExpensesAmt |
| CY Other Expenses | $839,963 | CYOtherExpensesAmt |
| PY Total Expenses | $1,487,961 | PYTotalExpensesAmt |
| CY Total Expenses | $1,700,659 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $10,019,048 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $818,921 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $14,559,916 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,464,274 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $840,844 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $875,776 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $13,719,072 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $14,588,498 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO BUILD A STRONG AND UNIFIED JEWISH COMMUNITY IN ORDER TO ENSURE THE WELL-BEING AND CONTINUITY OF THE JEWISH PEOPLE IN TARRANT COUNTY, IN ISRAEL, AND THROUGHOUT THE WORLD. THE FEDERATION PURSUES ITS MISSION THROUGH FUNDRAISING, COMMUNITY-WIDE PROGRAMMING, SUPPORTING JEWISH EDUCATION, FOSTERING COMMUNICATION AND COOPERATION AMONG JEWISH ORGANIZATIONS, AND BY BUILDING STRONG RELATIONSHIPS WITH ISRAEL AND THE COMMUNITY AT LARGE. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $562,159 | ExpenseAmt |
| Desc | Community Service - Provides services for the annual campaign and the following programs or services: management and administration of property and services; community relations; leadership development and endowment. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $99,809 | ExpenseAmt |
| Desc | Programs - Operates the following programs: Yom ha'shoah; Yom ha'atzmout; Yom ha'zikaron; Chanukah; Purim; Scholar-in-Residence and Sylvia Wolens Daytimers. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $368,579 | ExpenseAmt |
| Desc | Jewish Family Services - Provides counseling; Family assistance; Seniors and resettlement of Soviet Jews in the United States. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $324,897 | ExpenseAmt |
| Grant | $324,897 | GrantAmt |
| Desc | ALLOCATIONS TO NATIONAL AND LOCAL AGENCIES | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $324,897 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $324,897 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $1,355,444 | 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 | Yes (true) | 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 | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | 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 | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| 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 | Yes (true) | 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 | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 6 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 12 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (true) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (true) | NondeductibleContriDisclInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 30 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 30 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | 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 | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | 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 | LAURIE REESE CONTROLLER | PersonNm |
| Phone | 8173069364 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4049 KINGSRIDGE ROAD | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76109 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (31 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| Rabbi Ralph Mecklenburger | |||||||
| Board of Directors | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Sheldon Levy | |||||||
| board of directors | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Nancy Blount | |||||||
| Board of Directors | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| RHODA BERNSTEIN | |||||||
| BOARD OF DIRECTORS | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| RABBI ANDREW BLOOM | |||||||
| Board of Directors | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Rabbi Charlie Cytron-Walker | |||||||
| Board of Directors | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Rebecca Cristol | |||||||
| Board of Directors | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| ALYSON HALPERN | |||||||
| secretary | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Jeff Hochster | |||||||
| endowment chair | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| ROBERT SIMON | |||||||
| VP COMMUNITY RELATIONS | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| TODD BLUMENFELD | |||||||
| vp administration | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Ronald Sivernell | |||||||
| Board of Directors | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Karen Kaplan | |||||||
| board of directors | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Rabbi Dov Mandel | |||||||
| Board of Directors | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Alex Nason | |||||||
| JFS Chair | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Roger Nober | |||||||
| Board of Directors | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Howard Rosenthal | |||||||
| Board of Directors | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Lon Werner | |||||||
| President | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Jerry Appel | |||||||
| Presidential Appointment | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Irwin Blum | |||||||
| board of directors | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Dr David Klein | |||||||
| Board of Directors | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Diane Kleinman | |||||||
| VP Campaign | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| David Nudleman | |||||||
| Board of Directors | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Dr Dan Oshman | |||||||
| Board of Directors | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Jeff Rothschild | |||||||
| Board of Directors | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Jane Cohen | |||||||
| presidential appointment | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Sandy Hollander | |||||||
| board of directors | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Julie Goldstein | |||||||
| board of directors | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Lisa Rein | |||||||
| board of directors | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Cheryl Visosky | |||||||
| treasurer | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| Bob Goldberg | |||||||
| Executive Director | 1.0 | 0.0 | $98,618 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $98,618 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $26,681 | FederatedCampaignsAmt |
| Fundraising | $144,016 | FundraisingAmt |
| All Other Contributions | $1,079,908 | AllOtherContributionsAmt |
| Total Contributions | $1,250,605 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM FEES | Desc |
| Total Revenue Column | $15,946 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $15,946 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $15,946 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $264,148 | TotalRevenueColumnAmt |
| Exclusion | $264,148 | 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 |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,069,716 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,092,894 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $976,822 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $976,822 | TotalRevenueColumnAmt |
| Exclusion | $976,822 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rpt Fundraising Event | $144,016 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $16,244 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$16,244 | TotalRevenueColumnAmt |
| Exclusion | -$16,244 | 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 |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Total Revenue Column | $28,303 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $28,303 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $28,303 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,519,580 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $44,249 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $1,224,726 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $324,897 | TotalAmt |
| Program Services | $324,897 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
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 | $98,618 | TotalAmt |
| Program Services | $65,088 | ProgramServicesAmt |
| Management And General | $16,173 | ManagementAndGeneralAmt |
| Fundraising | $17,357 | 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 | $398,761 | TotalAmt |
| Program Services | $277,200 | ProgramServicesAmt |
| Management And General | $63,592 | ManagementAndGeneralAmt |
| Fundraising | $57,969 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,420 | TotalAmt |
| Program Services | $26,470 | ProgramServicesAmt |
| Management And General | $6,159 | ManagementAndGeneralAmt |
| Fundraising | $5,791 | 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 | $20,126 | TotalAmt |
| Program Services | $12,075 | ProgramServicesAmt |
| Management And General | $3,623 | ManagementAndGeneralAmt |
| Fundraising | $4,428 | FundraisingAmt |
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 | $79,811 | TotalAmt |
| Management And General | $79,811 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,315 | TotalAmt |
| Program Services | $32,481 | ProgramServicesAmt |
| Management And General | $7,958 | ManagementAndGeneralAmt |
| Fundraising | $7,876 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,772 | TotalAmt |
| Program Services | $25,281 | ProgramServicesAmt |
| Management And General | $5,670 | ManagementAndGeneralAmt |
| Fundraising | $4,821 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,506 | TotalAmt |
| Program Services | $4,130 | ProgramServicesAmt |
| Management And General | $826 | ManagementAndGeneralAmt |
| Fundraising | $550 | 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 | $30,028 | TotalAmt |
| Program Services | $22,182 | ProgramServicesAmt |
| Management And General | $4,572 | ManagementAndGeneralAmt |
| Fundraising | $3,274 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,044 | TotalAmt |
| Program Services | $13,694 | ProgramServicesAmt |
| Management And General | $3,575 | ManagementAndGeneralAmt |
| Fundraising | $3,775 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,836 | TotalAmt |
| Program Services | $16,919 | ProgramServicesAmt |
| Management And General | $4,067 | ManagementAndGeneralAmt |
| Fundraising | $3,850 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,669 | TotalAmt |
| Program Services | $54,040 | ProgramServicesAmt |
| Management And General | $11,530 | ManagementAndGeneralAmt |
| Fundraising | $11,099 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| ENDOWMENT DISTRIBUTIONS | $373,871 | $373,871 | ||
| DUES & SUBSCRIPTIONS | $10,605 | $7,032 | $1,767 | $1,806 |
| OTHER EXPENSES | $36,020 | $26,734 | $5,459 | $3,827 |
| PROGRAM EVENTS | $61,561 | $61,561 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,799 | TotalAmt |
| Program Services | $11,789 | ProgramServicesAmt |
| Management And General | $2,382 | ManagementAndGeneralAmt |
| Fundraising | $1,628 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,700,659 | TotalAmt |
| Program Services | $1,355,444 | ProgramServicesAmt |
| Management And General | $217,164 | ManagementAndGeneralAmt |
| Fundraising | $128,051 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $263,871 | BOYAmt |
| EOY | $588,751 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,128,915 | BOYAmt |
| EOY | $2,387,940 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,441 | BOYAmt |
| EOY | $4,660 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,686 | BOYAmt |
| EOY | $9,642 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $695,009 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $217,634 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $496,539 | BOYAmt |
| EOY | $477,375 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,657,051 | BOYAmt |
| EOY | $11,978,850 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,413 | BOYAmt |
| EOY | $17,056 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,559,916 | BOYAmt |
| EOY | $15,464,274 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,322 | BOYAmt |
| EOY | $27,823 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $292,440 | BOYAmt |
| EOY | $317,063 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $359,210 | BOYAmt |
| EOY | $346,523 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $155,872 | BOYAmt |
| EOY | $184,367 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $840,844 | BOYAmt |
| EOY | $875,776 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,142,458 | BOYAmt |
| EOY | $1,978,481 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,153,322 | BOYAmt |
| EOY | $12,176,322 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $423,292 | BOYAmt |
| EOY | $433,695 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,719,072 | BOYAmt |
| EOY | $14,588,498 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,559,916 | BOYAmt |
| EOY | $15,464,274 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $818,921 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $50,505 | 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 | $1,273,576 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,161,968 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,512,408 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,291,749 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,250,605 | CurrentTaxYearAmt |
| Total | $6,490,306 | 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 | $1,273,576 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,161,968 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,512,408 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,291,749 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,250,605 | CurrentTaxYearAmt |
| Total | $6,490,306 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,925,837 | SubstantialContributorsTotAmt |
| Public Support Total170 | $4,564,469 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $109,891 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $79,518 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $77,025 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $199,662 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $264,148 | CurrentTaxYearAmt |
| Total | $730,244 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $23,361 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $24,850 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $30,299 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $29,586 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $28,303 | CurrentTaxYearAmt |
| Total | $136,399 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $7,356,949 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $129,792 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.62043 | PublicSupportCY170Pct |
| Public Support PY170 | 0.60490 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $649,897 | BeginningYearBalanceAmt |
| Contributions | $10,403 | ContributionsAmt |
| Investment Earnings Or Losses | $26,564 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $21,875 | OtherExpendituresAmt |
| End Year Balance | $664,989 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $578,266 | BeginningYearBalanceAmt |
| Contributions | $118,377 | ContributionsAmt |
| Investment Earnings Or Losses | -$5,862 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $40,884 | OtherExpendituresAmt |
| End Year Balance | $649,897 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $500,347 | BeginningYearBalanceAmt |
| Contributions | $26,766 | ContributionsAmt |
| Investment Earnings Or Losses | $68,109 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $16,956 | OtherExpendituresAmt |
| End Year Balance | $578,266 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $368,610 | BeginningYearBalanceAmt |
| Contributions | $133,161 | ContributionsAmt |
| Investment Earnings Or Losses | $41,068 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $42,492 | OtherExpendituresAmt |
| End Year Balance | $500,347 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $366,017 | BeginningYearBalanceAmt |
| Contributions | $1,490 | ContributionsAmt |
| Investment Earnings Or Losses | $23,953 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $22,850 | OtherExpendituresAmt |
| End Year Balance | $368,610 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.65220 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.34780 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $94,645 | OtherCostOrOtherBasisAmt |
| Book Value | $94,645 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $455,563 | OtherCostOrOtherBasisAmt |
| Depreciation | $125,051 | DepreciationAmt |
| Book Value | $330,512 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $144,801 | OtherCostOrOtherBasisAmt |
| Depreciation | $92,583 | DepreciationAmt |
| Book Value | $52,218 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildingsGrp | |
| Total Book Value Land Buildings | $477,375 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| FUNDS HELD FOR OTHERS | $180,902 |
| ACCRUED INTEREST PAYABLE | $3,465 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $184,367 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $2,380,238 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $50,505 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$189,847 | OtherRevenueAmt |
| Revenue Not Reported | -$139,342 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,519,580 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $2,519,580 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,569,704 | TotExpnsEtcAuditedFinclStmtAmt |
| Losses Reported | -$130,955 | LossesReportedAmt |
| Expenses Not Reported | -$130,955 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,700,659 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $1,700,659 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part XI, Line 2d | Revenue from Consolidating Entities - $ 70,153 Elimination Entries - <$ 276,244> Special Event Expenses - $ 16,244 ---------------- Total other adjustments - <$ 189,847> |
| Part XII, Line 2d | Expenses from Consolidating Entities - $91,427 Special Event Expenses - $16,244 Elimination Entities - <$238,626> ------------------- Total other adjustments - <$130,955> |
| PART X, LINE 2 | THE FEDERATION FOLLOWS THE FINANCIAL ACCOUNTING STANDARDS BOARD ("FASB") ACCOUNTING STANDARDS CODIFICATION (THE "ASC") TOPIC ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. Under ASC topic Accounting for Uncertainty in Income Taxes, an organization must recognize the tax benefit associated with tax positions taken for tax return purposes when it is more-likely-than-not that the position will be sustained. This ASC topic had no impact on the Federations consolidated financial statements. The Federation does not believe there are any unrecognized tax benefits that should be recorded. For the year ended August 31, 2016 there were no interest or penalties incurred or included in the consolidated statement of activities related to taxes. The Federation is still open to examination by taxing authorities from 2012 forward. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | CAMPAIGN KICKOF | Event1Nm |
| Gross Receipts Event1 | $35,232 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $35,232 | CharitableContriEvent1Amt |
| Other Direct Expenses Event1 | $14,443 | OtherDirectExpensesEvent1Amt |
| Event2 | MAJOR GIFTS | Event2Nm |
| Gross Receipts Event2 | $99,944 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $99,944 | CharitableContriEvent2Amt |
| Other Direct Expenses Event2 | $1,752 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $8,840 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $8,840 | CharitableContriOtherEventsAmt |
| Oth Direct Expnss Other Events | $49 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $144,016 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $144,016 | CharitableContributionsTotAmt |
| Oth Direct Expnss Total Events | $16,244 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $16,244 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$16,244 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|
| BETH - EL CONGREGATION | |||||
| 4900 BRIARHAVN RD | FORT WORTH | TX | 76109 | $13,575 | CHARITY |
| CONGREGATION BETH ISRAEL | |||||
| 6100 PLEASANT RUN RD | COLLEYVILLE | TX | 76034 | $6,450 | CHARITY |
| CONGREGATION BETH SHALOM | |||||
| 1212 THANNISCH DR | ARLINGTON | TX | 76011 | $9,550 | CAMP |
| JEWISH FEDERATIONS OF NORTH AMERICA | |||||
| 25 BROADWAY SUITE 1700 | NEW YORK | NY | 10004 | $203,000 | CHARITY |
| JEWISH CHILDREN'S REGIONAL SERVICE | |||||
| PO BOX 7368 | METAIRIE | LA | 70010 | $7,000 | CHARITY |
| JEWISH EDUCATION AGENCY | |||||
| 4050 S HULEN ST | FORT WORHT | TX | 76109 | $17,500 | FINANCIAL AID |
| CONGREGATION AHAVATH SHOLOM | |||||
| 4050 S HULEN | FORT WORTH | TX | 76109 | $6,800 | EDUCATION |
| University of North Texas | |||||
| PO Box 305369 | Denton | TX | 76203 | $8,000 | Charity |
| Financial Assistance for Needy Families | |||||
| 4049 Kingsridge Rd | Fort Worth | TX | 76109 | $21,134 | Charty |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Federation Lenders LLC | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | Lender | RelationshipDescriptionTxt |
| Transaction | $30,267 | TransactionAmt |
| Transaction | FINANCING FOR CONSTRUCTION | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 4d, Other Program Services | Allocations to National and Local Agencies - Provides funding for various national and local agencies. |
| Form 990, Part VI, Section A, Line 6 | Any member of the Jewish Community who is a resident of and lives in Tarrant County, is at least 18, and who pays a pledge may become a member of the corporation. |
| Form 990, Part VI, Section A, Line 7a | The members nominate the directors and officers and the nominations are voted on by the membership at the annual meeting. |
| Form 990, Part VI, Section B, Line 11 | The Form 990 is provided to the board of directors for their review prior to filing the return. |
| Form 990, Part VI, Section B, Line 12c | The organization monitors compliance with the policy on an on-going basis. |
| Form 990, Part VI, Section B, Line 15 | The Executive committee serves as the Personnel committee and conducts an annual review of the executive directors salary using salary data from other comparable organizations. |
| Form 990, Part VI, Section C, Line 19 | The organization provides its governing documents, conflict of interest policy and financial information to the public at its office and upon written request. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Louis H& Madlyn Barnett Supporting Fdtn | ||||||||||
| 4049 KINGSRIDGE ROAD | Fort Worth | TX | 76109 | 752152949 | Supporting | TX | 501(C)(3) | 11 iii-fi | NA | false |
| Al & Rose Sankary Supporting Foundation | ||||||||||
| 4049 KINGSRIDGE ROAD | Fort Worth | TX | 76109 | 752156841 | Supporting | TX | 501(C)(3) | 11 iii-fi | NA | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| 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 | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Comments