JEWISH FEDERATION OF GREATER HOUSTON: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- JEWISH FEDERATION OF GREATER HOUSTON (EIN 74-1109654)
- Tax period
- 2014-09-01 to 2015-08-31
- Filed
- 2016-07-15
- IRS object ID
- 201601979349300430
- Schema version
- 2014v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-07-15T08:23:56-07:00 | ReturnTs |
| Tax Period End | 2015-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Blazek & Vetterling | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 Weslayan Suite 200 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770275132 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 741109654 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jewish Federation of Greater Houston | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JEWI | BusinessNameControlTxt |
| Phone | 7137297000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5603 South Braeswood Blvd | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77096 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Mary Ward-Hecksel | PersonNm |
| Person Title | Sr. VP/CFO | PersonTitleTxt |
| Signature | 2016-07-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jody Blazek | PreparerPersonNm |
| PTIN | P00072674 | PTIN |
| Phone | 7134395739 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Lee Wunsch | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5603 South Braeswood | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77096 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $16,260,205 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| All Affiliates Included | false | AllAffiliatesIncludedInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.houstonjewish.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1940 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | Jewish Federation takes a leadership approach to overseeing programs and services that invigorate and promote the Jewish community by collaborating with worthy organizations, evaluating needs, raising funds, investing in initiatives, and communicating with the public. | ActivityOrMissionDesc |
| Voting Members Governing Body | 36 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 36 | VotingMembersIndependentCnt |
| Total Employee | 45 | TotalEmployeeCnt |
| Total Volunteers | 300 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $17,056,608 | PYContributionsGrantsAmt |
| CY Contributions Grants | $16,099,523 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $173,765 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $149,607 | CYProgramServiceRevenueAmt |
| PY Investment Income | $9,790 | PYInvestmentIncomeAmt |
| CY Investment Income | $11,075 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $17,240,163 | PYTotalRevenueAmt |
| CY Total Revenue | $16,260,205 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $10,862,818 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $12,027,980 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,488,460 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,365,467 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,409,874 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,411,467 | PYOtherExpensesAmt |
| CY Other Expenses | $1,550,724 | CYOtherExpensesAmt |
| PY Total Expenses | $14,762,745 | PYTotalExpensesAmt |
| CY Total Expenses | $15,944,171 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,477,418 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $316,034 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $13,979,894 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,229,835 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,415,892 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,350,207 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $9,564,002 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $9,879,628 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | The Jewish Federation of Greater Houston (JFGH) leads and mobilizes the Jewish community by supporting the most impactful organizations, programs and individuals who embrace Jewish living through participation and philanthropy. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | Yes (true) | SignificantChangeInd |
| Expense | $12,027,980 | ExpenseAmt |
| Grant | $12,027,980 | GrantAmt |
| Revenue | $102,111 | RevenueAmt |
| Desc | The most significant ways the Jewish Federation of Greater Houston makes a difference in Jewish lives is through its broad based annual appeal. Funds raised each year benefit millions of Jews in need in Houston, across the United States, in Israel and in 75 countries around the world by granting funds to programs and organizations to accomplish the following:Feeding the hungry Educating the young Caring for the old Comforting the sick Counseling the troubled Rescuing the oppressed Calming the frightened Providing a voice for those unable to speak for themselves Offering vital assistance to those unable to meet their own basic needs | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $696,088 | ExpenseAmt |
| Revenue | $12,722 | RevenueAmt |
| Desc | Jewish Education Department (JED) nurtures the continuity and quality of Jewish life in the Greater Houston area by fostering and strengthening life-long Jewish learning. The JED is dedicated to: Enhancing the quality of formal and informal Jewish education in the community, promoting enrollment and participation in Jewish education at all levels, advocating on behalf of students, parents, institutions and professionals involved in Jewish education, encouraging and providing for the professional growth of educators, and serving as a facilitator for cooperation and collaboration among schools and community organizations. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $299,842 | ExpenseAmt |
| Revenue | $34,774 | RevenueAmt |
| Desc | The Young Adult Division (YAD) fosters Jewish identity, involvement, responsibility and leadership among young Jewish Houstonians in order to sustain and enrich the vibrant community here at home, in Israel, and around the world. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $296,959 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $13,320,869 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (true) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | Yes (true) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 56 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 45 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Org Filed In Lieu Of Form1041 | false | OrgFiledInLieuOfForm1041Ind |
| Licensed More Than One State | false | LicensedMoreThanOneStateInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 36 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 36 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (true) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Mary Ward-Hecksel | PersonNm |
| Phone | 7137297000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5603 South Braeswood | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77096 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (41 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Denis Braham | ||||||||
| Chairman | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Buzzy Bluestone | ||||||||
| Vice Chair | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Rob Shoss | ||||||||
| Vice Chair | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Sandy Weiner | ||||||||
| Vice Chair | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Rick Stein | ||||||||
| Sec/Treasurer | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Kevin Alexander | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| David Barish | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Don Brodsky | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Mark Brookner | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Debra Dluhy | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Daniel Fein | ||||||||
| Trustee | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Marla Feldman | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Sandra Finkelman | ||||||||
| Trustee | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Carol Goldberg | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Dori Goldman | ||||||||
| Trustee | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Brian Goldstein | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Daniel Goott | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| David Hess | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Elyse S Kalmans | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Joe Kaplan | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Arturo Karakowsky | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Bobby Lapin | ||||||||
| Trustee | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Mike Levy | ||||||||
| Trustee | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Mindy Mitzner | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Elise Newman | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Jack Polatsek | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Esther Polland | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Rabbi Joseph Radinsky | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Russ Robinson | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Rabbi Pam Silk | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Zach Silverman | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Sam Stolbun | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Haya Varon | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Benjamin Warren | ||||||||
| Trustee | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Naomi Warren | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Dolores Wilkenfeld | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Lee Wunsch | ||||||||
| President & CEO | 40.00 | 8.00 | Yes (X) | $313,763 | $0 | $69,221 | ||
| Mary Ward-Hecksel | ||||||||
| Sr. VP/CFO | 25.00 | 15.00 | Yes (X) | $142,894 | $0 | $20,123 | ||
| Suzanne Jacobson | ||||||||
| Sr. VP Develop. | 40.00 | 0.00 | Yes (X) | $147,803 | $0 | $13,163 | ||
| Elaine Kellerman | ||||||||
| VP of Comm Pshp | 40.00 | 0.00 | $131,738 | $0 | $20,113 | Yes (X) | ||
| Barbara Bratter | ||||||||
| Dir Plan/Alloc | 40.00 | 0.00 | $116,243 | $0 | $13,615 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $852,441 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $136,235 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ricoh USA | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 820 Gears Rd | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | Staff/copier leasing | ServicesDesc |
| Compensation | $114,678 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $3,889,215 | RelatedOrganizationsAmt |
| All Other Contributions | $12,210,308 | AllOtherContributionsAmt |
| Total Contributions | $16,099,523 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Events/other | 900099 | $52,262 | $52,262 |
| Program ticket sales | 900099 | $97,345 | $97,345 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $149,607 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,075 | TotalRevenueColumnAmt |
| Exclusion | $11,075 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,260,205 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $149,607 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $11,075 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,868,514 | TotalAmt |
| Program Services | $11,868,514 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $152,966 | TotalAmt |
| Program Services | $152,966 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,500 | TotalAmt |
| Program Services | $6,500 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $688,308 | TotalAmt |
| Program Services | $106,758 | ProgramServicesAmt |
| Management And General | $269,118 | ManagementAndGeneralAmt |
| Fundraising | $312,432 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,333,452 | TotalAmt |
| Program Services | $482,660 | ProgramServicesAmt |
| Management And General | $407,856 | ManagementAndGeneralAmt |
| Fundraising | $442,936 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,051 | TotalAmt |
| Program Services | $25,059 | ProgramServicesAmt |
| Management And General | $49,929 | ManagementAndGeneralAmt |
| Fundraising | $21,063 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,139 | TotalAmt |
| Program Services | $19,474 | ProgramServicesAmt |
| Management And General | $55,875 | ManagementAndGeneralAmt |
| Fundraising | $33,790 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $138,517 | TotalAmt |
| Program Services | $35,713 | ProgramServicesAmt |
| Management And General | $59,789 | ManagementAndGeneralAmt |
| Fundraising | $43,015 | 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 | $23,832 | TotalAmt |
| Management And General | $23,832 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,222 | TotalAmt |
| Program Services | $21,307 | ProgramServicesAmt |
| Management And General | $40,420 | ManagementAndGeneralAmt |
| Fundraising | $29,495 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,535 | TotalAmt |
| Program Services | $8,486 | ProgramServicesAmt |
| Management And General | $40,561 | ManagementAndGeneralAmt |
| Fundraising | $33,488 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $162,471 | TotalAmt |
| Program Services | $15,094 | ProgramServicesAmt |
| Management And General | $59,656 | ManagementAndGeneralAmt |
| Fundraising | $87,721 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,104 | TotalAmt |
| Program Services | $9,854 | ProgramServicesAmt |
| Management And General | $17,579 | ManagementAndGeneralAmt |
| Fundraising | $16,671 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,117 | TotalAmt |
| Program Services | $15,808 | ProgramServicesAmt |
| Management And General | $21,927 | ManagementAndGeneralAmt |
| Fundraising | $17,382 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,671 | TotalAmt |
| Program Services | $1,984 | ProgramServicesAmt |
| Management And General | $11,870 | ManagementAndGeneralAmt |
| Fundraising | $2,817 | 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 | $53,842 | TotalAmt |
| Program Services | $6,384 | ProgramServicesAmt |
| Management And General | $34,902 | ManagementAndGeneralAmt |
| Fundraising | $12,556 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,407 | TotalAmt |
| Management And General | $22,407 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,289 | TotalAmt |
| Program Services | $8,357 | ProgramServicesAmt |
| Management And General | $15,994 | ManagementAndGeneralAmt |
| Fundraising | $11,938 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| Program expenses | $512,861 | $512,861 | ||
| Campaign programs | $326,621 | $326,621 | ||
| Recruitment | $31,571 | $31,571 | ||
| Demographic survey expenses | $30,000 | $30,000 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,181 | TotalAmt |
| Program Services | $23,090 | ProgramServicesAmt |
| Management And General | $20,142 | ManagementAndGeneralAmt |
| Fundraising | $17,949 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,944,171 | TotalAmt |
| Program Services | $13,320,869 | ProgramServicesAmt |
| Management And General | $1,213,428 | ManagementAndGeneralAmt |
| Fundraising | $1,409,874 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,396 | BOYAmt |
| EOY | $1,897 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,018,766 | BOYAmt |
| EOY | $3,754,539 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,496,383 | BOYAmt |
| EOY | $11,069,853 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,552 | BOYAmt |
| EOY | $18,726 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $102,089 | BOYAmt |
| EOY | $65,730 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,316,242 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,093,441 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $201,636 | BOYAmt |
| EOY | $222,801 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,000 | BOYAmt |
| EOY | $39,000 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,072 | BOYAmt |
| EOY | $57,289 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,979,894 | BOYAmt |
| EOY | $15,229,835 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $296,903 | BOYAmt |
| EOY | $494,855 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,118,989 | BOYAmt |
| EOY | $4,855,352 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,415,892 | BOYAmt |
| EOY | $5,350,207 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,208,929 | BOYAmt |
| EOY | $8,306,262 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,002,573 | BOYAmt |
| EOY | $1,435,364 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $352,500 | BOYAmt |
| EOY | $138,002 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,564,002 | BOYAmt |
| EOY | $9,879,628 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,979,894 | BOYAmt |
| EOY | $15,229,835 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $316,034 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$408 | 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 | $20,381,288 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,006,041 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,852,618 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,056,608 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,099,523 | CurrentTaxYearAmt |
| Total | $84,396,078 | 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 | $20,381,288 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,006,041 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,852,618 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,056,608 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,099,523 | CurrentTaxYearAmt |
| Total | $84,396,078 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $4,642,681 | SubstantialContributorsTotAmt |
| Public Support Total170 | $79,753,397 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,651 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,167 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,674 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,790 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,075 | CurrentTaxYearAmt |
| Total | $54,357 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $84,450,435 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $898,823 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.94440 | PublicSupportCY170Pct |
| Public Support PY170 | 0.96720 | 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 | $132,731,802 | BeginningYearBalanceAmt |
| Contributions | $22,448,999 | ContributionsAmt |
| Investment Earnings Or Losses | -$4,897,314 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $22,078,829 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $530,651 | AdministrativeExpensesAmt |
| End Year Balance | $127,674,007 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $106,445,360 | BeginningYearBalanceAmt |
| Contributions | $32,015,674 | ContributionsAmt |
| Investment Earnings Or Losses | $11,757,949 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $16,554,831 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $932,350 | AdministrativeExpensesAmt |
| End Year Balance | $132,731,802 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $95,920,145 | BeginningYearBalanceAmt |
| Contributions | $24,635,464 | ContributionsAmt |
| Investment Earnings Or Losses | $7,318,358 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $20,560,583 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $868,024 | AdministrativeExpensesAmt |
| End Year Balance | $106,445,360 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $89,072,982 | BeginningYearBalanceAmt |
| Contributions | $14,686,040 | ContributionsAmt |
| Investment Earnings Or Losses | $5,070,105 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $12,102,927 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $806,055 | AdministrativeExpensesAmt |
| End Year Balance | $95,920,145 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $81,674,559 | BeginningYearBalanceAmt |
| Contributions | $15,141,907 | ContributionsAmt |
| Investment Earnings Or Losses | $5,832,826 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $13,576,310 | GrantsOrScholarshipsAmt |
| End Year Balance | $89,072,982 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.97330 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.02370 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00300 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (true) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (true) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $6,000 | InvestmentCostOrOtherBasisAmt |
| Book Value | $6,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $935,518 | OtherCostOrOtherBasisAmt |
| Depreciation | $814,653 | DepreciationAmt |
| Book Value | $120,865 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $313,271 | OtherCostOrOtherBasisAmt |
| Depreciation | $217,335 | DepreciationAmt |
| Book Value | $95,936 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $61,453 | OtherCostOrOtherBasisAmt |
| Depreciation | $61,453 | DepreciationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $222,801 | TotalBookValueLandBuildingsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part V, Line 4: Intended uses of the endowment fund. | FormAndLineReferenceDesc |
| Explanation | To support the mission of the Jewish Federation of Greater Houston to preserve and enrich Jewish Communal life through innovative and visionary leadership that is responsive and responsible to Jewish communities locally, nationally, in Israel, and around the world. | ExplanationTxt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| Middle East/N. Africa | 0 | 0 | Program services | Mission trip | $495,415 |
| Middle East/N. Africa | 0 | 0 | Investments | $39,000 | |
| Middle East/N. Africa | 0 | 0 | Grant | $6,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $540,915 | SubtotalSpentAmt |
| Total Spent | $540,915 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Assistance | Stipend | TypeOfAssistanceTxt |
| Region | Middle East/N Africa | RegionTxt |
| Recipient | 1 | RecipientCnt |
| Cash Grant | $6,500 | CashGrantAmt |
| Manner Of Cash Disbursement | Wire | MannerOfCashDisbursementTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 2 - Grantmakers Explanation For Monitoring Use of Funds Outside US | The Federation makes a site visit every other year to meet with the grantee and discuss potential programs to be funded. |
| Part I, Line 3f - Method of Accounting | The amount reported in Part I, Line 1 reflects the Federation's expenses in that region following the accrual method. |
| Part I, Line 3f - Investments and Expenditures | The amount reported in Part I, Line 2 for investments reflects the fair market value of the Federation's investments in that region. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (87 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| All 4 Israel Inc | ||||||||
| 53 Dewhurst St | Staten Island | NY | 10314 | 050553417 | 501(c)(3) | $75,000 | $0 | Educate Ethiopian Immigrants |
| Am Friends Magen David Adom | ||||||||
| 352 Seventh Avenue Suite 400 | New York | NY | 10001 | 131790719 | 501(c)(3) | $250,000 | $0 | Ambulance for 1st Responders |
| Am Friends of Netanya College | ||||||||
| 270 Madison Avenue 9th Floor | New York | NY | 10016 | 133937453 | 501(c)(3) | $150,000 | $0 | General Support |
| Am Friends W Galilee Hospital | ||||||||
| 101 Greenwood Ave Ste 610 | Jenkintown | PA | 19046 | 260572473 | 501(c)(3) | $150,000 | $0 | Jewish Hospital Syrian Refugees |
| Am Frnds Internl Yg IsrMvmnt | ||||||||
| 567 Cedar Hill Rd | Far Rockaway | NY | 11691 | 454013676 | 501(c)(3) | $100,000 | $0 | Prog for Deaf & Hearing Impaired |
| Am Jewish Jnt Distribution Co | ||||||||
| 711 Third Ave 10th Floor | New York | NY | 10017 | 131656634 | 501(c)(3) | $314,425 | $0 | Education & Social Programs |
| Am Jewish Jnt Distribution Co | ||||||||
| 711 Third Ave 10th Floor | New York | NY | 10017 | 131656634 | 501(c)(3) | $48,000 | $0 | Social Innovation Accel Prog |
| Am Jewish Jnt Distribution Co | ||||||||
| 711 Third Ave 10th Floor | New York | NY | 10017 | 131656634 | 501(c)(3) | $5,500 | $0 | Ukraine Relief Fund |
| Am Jewish Jnt Distribution Co | ||||||||
| 711 Third Ave 10th Floor | New York | NY | 10017 | 131656634 | 501(c)(3) | $75,000 | $0 | Aging w/ Dignity Program |
| American Friends of Meir Panim | ||||||||
| 5316 New Utrecht Ave | Brooklyn | NY | 11219 | 201582478 | 501(c)(3) | $53,500 | $0 | Food Centers |
| American Friends of NATAL Inc | ||||||||
| 1120 Ave of the Americas 4th | New York | NY | 10036 | 201914370 | 501(c)(3) | $10,000 | $0 | Support for Trauma Victims |
| American Friends Orr Shalom | ||||||||
| 3708 Enterprise Dr | Janesville | WI | 53546 | 133502817 | 501(c)(3) | $50,000 | $0 | Support At-Risk Children |
| American Jewish Committee | ||||||||
| 3355 W Alabama 1120 | Houston | TX | 77098 | 135563393 | 501(c)(3) | $6,000 | $0 | Project Interchange |
| Beth Yeshurun Day School | ||||||||
| 4525 Beechnut | Houston | TX | 77096 | 741222268 | 501(c)(3) | $85,575 | $0 | Operating Funds |
| Bikur Vizrat Cholim Inc | ||||||||
| 1221 42nd St | Brooklyn | NY | 11219 | 201572620 | 501(c)(3) | $100,000 | $0 | Home for Special Needs Children |
| Birthright Israel Foundation | ||||||||
| 33 East 33rd St 7th Floor | New York | NY | 10016 | 134092050 | 501(c)(3) | $164,790 | $0 | General Support |
| Bnai Brith Youth Org | ||||||||
| 5601 South Braeswood Blvd | Houston | TX | 77096 | 311794932 | 501(c)(3) | $25,000 | $0 | Operating Funds |
| Camp Young Judaea | ||||||||
| 5410 Bellaire Blvd | Bellaire | TX | 77401 | 746063430 | 501(c)(3) | $15,000 | $0 | Counselor program |
| Central Fund of Israel | ||||||||
| 980 Ave of the Americas 3rd | New York | NY | 10018 | 132992985 | 501(c)(3) | $100,000 | $0 | Ist Christns Rec For/Gen Supp |
| Central Fund of Israel | ||||||||
| 980 Ave of the Americas 3rd | New York | NY | 10018 | 132992985 | 501(c)(3) | $200,000 | $0 | Shurat Hadin-Supp Victims Terror |
| Christian Friends of Israeli | ||||||||
| PO Box 50833 | Colorado Spring | CO | 80949 | 412020104 | 501(c)(3) | $75,000 | $0 | General Support |
| Cong Beth Shalom of Woodlands | ||||||||
| 5125 Shadow Bend Pl | The Woodlands | TX | 77381 | 760030790 | 501(c)(3) | $29,000 | $0 | Community Religious School |
| Congregation Beth Israel | ||||||||
| 5600 N Braeswood Blvd | Houston | TX | 77096 | 741143080 | 501(c)(3) | $141,000 | $0 | Support School/Flood Relief |
| Emery Weiner School Fd | ||||||||
| 9825 Stella Link | Houston | TX | 77025 | 421569069 | 501(c)(3) | $239,400 | $0 | Operating Funds |
| Evelyn Rubenstein JCC Hous | ||||||||
| 5601 S Braeswood Blvd | Houston | TX | 77096 | 741198298 | 501(c)(3) | $100,000 | $0 | Senior Transport System |
| Evelyn Rubenstein JCC Hous | ||||||||
| 5601 S Braeswood Blvd | Houston | TX | 77096 | 741198298 | 501(c)(3) | $107,800 | $0 | Community Outreach |
| Evelyn Rubenstein JCC Hous | ||||||||
| 5601 S Braeswood Blvd | Houston | TX | 77096 | 741198298 | 501(c)(3) | $64,000 | $0 | Flood Relief |
| Evelyn Rubenstein JCC Hous | ||||||||
| 5601 S Braeswood Blvd | Houston | TX | 77096 | 741198298 | 501(c)(3) | $800,059 | $0 | Basic Needs |
| Friends of Nahal Haredi | ||||||||
| 127 Route 59 | Monsey | NY | 10952 | 134069565 | 501(c)(3) | $50,000 | $0 | General Support |
| Friends of the Isr Defense Forces | ||||||||
| 1430 Broadway Rm 1301 | New York | NY | 10028 | 133156445 | 501(c)(3) | $71,000 | $0 | General Support |
| Hand in Hand | ||||||||
| P O Box 80102 | Portland | OR | 97280 | 931269590 | 501(c)(3) | $25,250 | $0 | General Support |
| Hebrew Free Loan Assoc | ||||||||
| 4131 South Braeswood Blvd | Houston | TX | 77025 | 760069644 | 501(c)(3) | $8,987 | $0 | Interest Free Loans |
| Holocaust Museum Houston Edu | ||||||||
| 5401 Caroline Street | Houston | TX | 77004 | 760331398 | 501(c)(3) | $6,420 | $0 | General Support |
| Houston Hillel Inc | ||||||||
| 1700 Bissonnet | Houston | TX | 77005 | 760684042 | 501(C)(3) | $80,000 | $0 | General Support |
| Houston Jewish Community Fndn | ||||||||
| 5603 South Braeswood | Houston | TX | 77096 | 760187329 | 501(c)(3) | $151,900 | $0 | Chaplaincy |
| Houston Jewish Community Fndn | ||||||||
| 5603 South Braeswood | Houston | TX | 77096 | 760187329 | 501(c)(3) | $160,000 | $0 | Jerome Robinson YAD |
| Houston Jewish Community Fndn | ||||||||
| 5603 South Braeswood | Houston | TX | 77096 | 760187329 | 501(c)(3) | $164,600 | $0 | HS Israel Youth Internship |
| Houston Jewish Community Fndn | ||||||||
| 5603 South Braeswood | Houston | TX | 77096 | 760187329 | 501(c)(3) | $85,500 | $0 | Educational Support |
| Houston Jewish Community Fndn | ||||||||
| 5603 South Braeswood | Houston | TX | 77096 | 760187329 | 501(c)(3) | $957,615 | $0 | Basic Needs |
| Interfaith Ministries for Gr | ||||||||
| 3217 Montrose Blvd | Houston | TX | 77006 | 741488102 | 501(c)(3) | $6,000 | $0 | General Support |
| Israel Help Organization Inc | ||||||||
| 11271 Alumni Way | Jacksonville | FL | 32246 | 203979417 | 501(c)(3) | $75,000 | $0 | Education Support |
| JCC Association of N Amer | ||||||||
| 520 Eighth Ave 4th Floor | New York | NY | 10018 | 135599486 | 501(c)(3) | $15,000 | $0 | General Support |
| Jewish Childrens Regional Sv | ||||||||
| PO Box 7368 | Metairie | LA | 70010 | 720408936 | 501(c)(3) | $5,500 | $0 | General Support |
| Jewish Family Service | ||||||||
| 4131 S Braeswood | Houston | TX | 77025 | 741152607 | 501(c)(3) | $257,084 | $0 | Senior Programming |
| Jewish Family Service | ||||||||
| 4131 S Braeswood | Houston | TX | 77025 | 741152607 | 501(c)(3) | $488,413 | $0 | Basic Needs |
| Jewish Family Service | ||||||||
| 4131 S Braeswood | Houston | TX | 77025 | 741152607 | 501(c)(3) | $588,300 | $0 | Flood Relief |
| Jewish Family Service | ||||||||
| 4131 S Braeswood | Houston | TX | 77025 | 741152607 | 501(c)(3) | $6,350 | $0 | Special Needs Program |
| Jewish National Fund | ||||||||
| 42 East 69th Street | New York | NY | 10021 | 131659627 | 501(c)(3) | $400,000 | $0 | Gen Supp/New Immigrants |
| Jewish Outreach Institute | ||||||||
| 1270 Broadway Ste 609 | New York | NY | 10001 | 421317696 | 501(c)(3) | $97,147 | $0 | Big Tent Judaism |
| Just One Life Inc | ||||||||
| 587 5th Ave Ste 702 | New York | NY | 10017 | 133533863 | 501(c)(3) | $100,000 | $0 | Counseling for pregnant women |
| Leo Baeck Ed Center Fndn | ||||||||
| 3555 Timmons Ste 1440 | Houston | TX | 77027 | 760205816 | 501(c)(3) | $75,000 | $0 | Ethiopian Early Childhood Prog |
| Leo Baeck Ed Center Fndn | ||||||||
| 3555 Timmons Ste 1440 | Houston | TX | 77027 | 760205816 | 501(c)(3) | $91,525 | $0 | YEDA - inspired by KIPP |
| Moishe House | ||||||||
| 441 Saxony Road Barn 2 | Encinitas | CA | 92024 | 262599786 | 501(c)(3) | $27,000 | $0 | General Support |
| Natl Coal Supp Eurasian Jewry | ||||||||
| 2020 K St NWSuite 7800 | Washington | DC | 20006 | 132700517 | 501(c)(3) | $13,000 | $0 | General Support |
| Ohr Torah Stone Insts of Isra | ||||||||
| 49 W 45th St Suite 701 | New York | NY | 10036 | 133275531 | 501(c)(3) | $100,000 | $0 | CJCUC |
| PEF Israel Endowmnt Funds | ||||||||
| 317 Madison Ave | New York | NY | 10017 | 136104086 | 501(c)(3) | $100,000 | $0 | Avukat-Or General Support |
| Robert M Beren Academy | ||||||||
| 11333 Cliffwood Dr | Houston | TX | 77035 | 741652136 | 501(c)(3) | $119,175 | $0 | General Support |
| Save a Childs Heart Fdn | ||||||||
| 10050 Chapel Road Suite 18 | Potomac | MD | 20854 | 521783323 | 501(c)(3) | $125,550 | $0 | Pediatric Intensive Care Svcs |
| Sephardic Gan Toret Emet | ||||||||
| 9730 Hillcroft | Houston | TX | 77096 | 201354171 | 501(c)(3) | $77,700 | $0 | General Support |
| Seven Acres Jewish Sr Care Sv | ||||||||
| 6200 N Braeswood Blvd | Houston | TX | 77074 | 741143086 | 501(c)(3) | $25,000 | $0 | Geriatric Outreach Nurse |
| Seven Acres Jewish Sr Care Svcs | ||||||||
| 6200 N Braeswood Blvd | Houston | TX | 77074 | 741143086 | 501(c)(3) | $452,122 | $0 | General Support |
| Texas Hillel Foundation | ||||||||
| 2105 San Antonio St | Austin | TX | 78705 | 521758802 | 501(c)(3) | $60,000 | $0 | General Support |
| The Hillel at Texas A&M | ||||||||
| 505 University Dr East | College Station | TX | 77840 | 741398514 | 501(c)(3) | $26,000 | $0 | General Support |
| The Jewish Federations of NA | ||||||||
| 25 Broadway Suite 1700 | New York | NY | 10004 | 131624240 | 501(c)(3) | $100,518 | $0 | Israel Holocaust Museum Supp |
| The Jewish Federations of NA | ||||||||
| 25 Broadway Suite 1700 | New York | NY | 10004 | 131624240 | 501(c)(3) | $110,923 | $0 | Israel Terror Relief |
| The Jewish Federations of NA | ||||||||
| 25 Broadway Suite 1700 | New York | NY | 10004 | 131624240 | 501(c)(3) | $14,535 | $0 | France Terror Relief |
| The Jewish Federations of NA | ||||||||
| 25 Broadway Suite 1700 | New York | NY | 10004 | 131624240 | 501(c)(3) | $162,000 | $0 | Gen Supp Israeli Sister Comm |
| The Jewish Federations of NA | ||||||||
| 25 Broadway Suite 1700 | New York | NY | 10004 | 131624240 | 501(c)(3) | $20,597 | $0 | Nepal Earthquake Relief |
| The Jewish Federations of NA | ||||||||
| 25 Broadway Suite 1700 | New York | NY | 10004 | 131624240 | 501(c)(3) | $24,000 | $0 | Birthright Israel |
| The Jewish Federations of NA | ||||||||
| 25 Broadway Suite 1700 | New York | NY | 10004 | 131624240 | 501(c)(3) | $26,000 | $0 | Israel Trauma Coalition |
| The Jewish Federations of NA | ||||||||
| 25 Broadway Suite 1700 | New York | NY | 10004 | 131624240 | 501(c)(3) | $312,200 | $0 | General Support |
| The Jewish Federations of NA | ||||||||
| 25 Broadway Suite 1700 | New York | NY | 10004 | 131624240 | 501(c)(3) | $40,000 | $0 | Ethiopian Natl Proj - Educ |
| The Jewish Federations of NA | ||||||||
| 25 Broadway Suite 1700 | New York | NY | 10004 | 131624240 | 501(c)(3) | $40,000 | $0 | ORT - Educational Support |
| The Jewish Federations of NA | ||||||||
| 25 Broadway Suite 1700 | New York | NY | 10004 | 131624240 | 501(c)(3) | $45,000 | $0 | Hadassah Neurim Educ Supp |
| The Jewish Federations of NA | ||||||||
| 25 Broadway Suite 1700 | New York | NY | 10004 | 131624240 | 501(c)(3) | $49,448 | $0 | Ukraine Relief Fund |
| The Jewish Federations of NA | ||||||||
| 25 Broadway Suite 1700 | New York | NY | 10004 | 131624240 | 501(c)(3) | $684,198 | $0 | JDC Global Poverty |
| The Jewish Federations of NA | ||||||||
| 25 Broadway Suite 1700 | New York | NY | 10004 | 131624240 | 501(c)(3) | $770,000 | $0 | JAFI - General Support |
| The Jewish Federations of NA | ||||||||
| 25 Broadway Suite 1700 | New York | NY | 10004 | 131624240 | 501(c)(3) | $97,000 | $0 | Barzalai Hosp - Pediatric Monit |
| The Koby Mandell Fndn Inc | ||||||||
| 366 Pearsall Ave Ste 1 | Cedarhurst | NY | 11516 | 912169027 | 501(c)(3) | $85,000 | $0 | Camp Koby |
| The Shlenker School | ||||||||
| 5600 North Braeswood Blvd | Houston | TX | 77096 | 760686559 | 501(c)(3) | $109,725 | $0 | General Support |
| Tikva Corp | ||||||||
| 475 10th Ave 9th Floor | New York | NY | 10018 | 223779212 | 501(c)(3) | $13,500 | $0 | General Support |
| Torah Day School | ||||||||
| 10900 Fondren | Houston | TX | 77096 | 237278350 | 501(c)(3) | $47,250 | $0 | General Support |
| United Orthodox Synagogue | ||||||||
| 9001 Greenwillow St | Houston | TX | 77096 | 450519502 | 501(c)(3) | $200,000 | $0 | Flood Relief |
| UOSG Montessori School | ||||||||
| 4610 Bellaire Blvd | Bellaire | TX | 77401 | 450519502 | 501(c)(3) | $45,000 | $0 | Flood Relief |
| Womens Intl Zionist Org | ||||||||
| 1150 Kane Concourse 5th Floor | Bay Harbor Isla | FL | 33154 | 133041381 | 501(c)(3) | $50,000 | $0 | Education & Welfare |
| World ORT Inc | ||||||||
| 1745 Broadway 17th Floor | New York | NY | 10019 | 061669917 | 501(c)(3) | $75,000 | $0 | Vocational Training |
| Zecher Avrohom Inc | ||||||||
| 1715 51st Street | Brooklyn | NY | 11204 | 263744888 | 501(c)(3) | $75,000 | $0 | Support for At-Risk Families |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 87 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| Israel Trip and Camp Scholarships | 179 | $148,075 |
| Teacher grants | 15 | $4,891 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Additional Supplemental Information | The Jewish Federation of Greater Houston is reporting grants to the Jewish Federations of North America (JFNA) which is a 501(c)(3) domestic U.S. charity. In addition, JFNA, and its beneficiary agencies, United Israel Appeal (UIA), a subsidiary of JFNA, and the American Jewish Joint Distribution Committee (JDC) - both 501(c)(3) organizations - each file a separate Form 990 and detailed Schedule F. |
| Grantmaker's Description of How Grants are Used | The Federation supports organizations that: provide vital assistance such as food, shelter and medical care; educate the youth of our community; provide senior care services & programming; facilitate leadership development and youth engagement programming; reconnect Jews with the Jewish community; offer Jewish programming for young families and children; develop Israel advocacy skills; support Israel travel for youth; and aid people with special needs.There is no additional monitoring once grants have been awarded. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Payments For Use Of Residence | Yes (X) | PaymentsForUseOfResidenceInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
| Rebuttable Presumption Proc | false | RebuttablePresumptionProcInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt |
|---|---|---|---|---|---|
| Elaine Kellerman | |||||
| VP of Comm Pshp | $131,738 | $9,021 | $11,092 | $151,851 | |
| Lee Wunsch | |||||
| President & CEO | $294,790 | $52,402 | $16,819 | $382,984 | $18,973 |
| Mary Ward-Hecksel | |||||
| Sr. VP/CFO | $142,894 | $9,724 | $10,399 | $163,017 | |
| Suzanne Jacobson | |||||
| Sr. VP Develop. | $147,803 | $10,002 | $3,161 | $160,966 | |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 1a: Relevant information in regards to selections on 1a. | FormAndLineReferenceDesc |
| Explanation | The Federation pays $504 for telephone/internet service used for business purposes at the home of Lee Wunsch, President & CEO. These payments are not treated as taxable compensation because they are deemed to be expenses relating to his services provided to the Federation. During the year, the Federation paid $2,884 for Lee Wunsch's spouse to travel with him on business trip which was treated as taxable compensation to him. | ExplanationTxt |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp (2 entries)
| Relationship With OrgRelationshipWithOrgTxt | Cash GrantCashGrantAmt | Type Of AssistanceTypeOfAssistanceTxt | Assistance PurposeAssistancePurposeTxt |
|---|---|---|---|
| Elyse Kalmans | |||
| Board Member | $700 | Cash | OHC camp grant |
| Elise Newman | |||
| Board Member | $1,000 | Cash | OHC camp grant |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 3: Ceased Conducting or Significant Changes To Services | Community Relations Committee (CRC) program focused on education and information on domestic and international issues directly impacting the Jewish community. This program was discontinued in 2014-2015. |
| Form 990, Part III, Line 4d: Other Program Services Description | OTHER PROGRAM SERVICES 4: Community Mission to Israel Trip - The goal of the mission trip is to focus on travel to Israel for educational and informational purposes and to build Jewish identity and connections with the Houston Jewish community and the state of Israel. |
| Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et | Elyse Kalmans and Naomi Warren have a family relationship.Elyse Kalmans and Benjamin Warren have a family relationship.Benjamin Warren and Naomi Warren have a family relationship.Elyse Kalmans and Arturo Karakowsky have a business relationship.Russ Robinson and Joe Kaplan have a business relationship.Mark Brookner and Joe Kaplan have a business relationship.Arturo Karakowsky and Benjamin Warren have a business relationship.Arturo Karakowsky and Naomi Warren have a business relationship.Arturo Karakowsky and Denis Braham have a business relationship.Bobby Lapin and Yakov Polatsek have a business relationship.Mike Levy and Lee Wunsch have a business relationship.Mike Levy and Mary Ward-Hecksel have a business relationship. |
| Form 990, Part VI, Line 4: Description of Significant Changes to Organizational Documents | The bylaws were amended to make the following significant changes:1. Increase the number of trustees from 18 to 25,2. Clarify that Past Board Chairs (other than the most recent past Board Chair) are non-voting trustees,3. Decrease the minimum number of meetings from 9 to 6, and4. Add the Chair's Cabinet, which is comprised of the Jewish Federation officers and up to 4 additional lay leaders. The cabinet will meet on an as needed basis and will make recommendations on time sensitive matters or where it is impractical or inappropriate to convene the Board. Decisions will be made known to the Board unless they are sensitive or confidential in nature. |
| Form 990, Part VI, Line 11b: Form 990 Review Process | The Form is reviewed by the Controller and CFO and made available to Board members on the Federation's website, prior to filing. |
| Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | A Conflict of Interest Statement is distributed to Board members every year and several follow ups are made. If there are conflicts of interest, they are addressed with the President and CEO and the Chair of the Board. If appropriate, after discussion, the conflict is brought before the Board. |
| Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management | The Personnel Sub-Committee of the Board consisting of the Chairman of Board, Chairman of the Budget and Finance Committee and the Chairman of the Personnel Committee is responsible for determining the compensation of the organization's President & CEO after a review of comparable data of non-profit sister agencies of similar size. |
| Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | The Personnel Sub-Committee of the Board consisting of the Chairman of Board, Chairman of the Budget and Finance Committee and the Chairman of the Personnel Committee is responsible for determining the compensation of the organization's officers and key employees after a review of comparable data of non-profit sister agencies of similar size. |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | Upon request. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Houston Jewish Community Fdn | ||||||||||
| 5603 South Braeswood Blvd | Houston | TX | 77096 | 760187329 | Support the Jewish Federation of Gr. Hou | TX | 501(c)(3) | 509(a)(1) | Jewish Federation of Greater Houston | Yes (true) |
| Mary L & William J Osher Fd | ||||||||||
| 5603 South Braeswood Blvd | Houston | TX | 77096 | 205094518 | Support the Jewish Federation of Gr. Hou | TX | 501(c)(3) | 509(a)(3) I | Jewish Federation of Greater Houston | Yes (true) |
| The Becker Family Foundation | ||||||||||
| 5603 South Braeswood Blvd | Houston | TX | 77096 | 760560995 | Support the Jewish Federation of Gr. Hou | TX | 501(c)(3) | 509(a)(3) I | Jewish Federation of Greater Houston | Yes (true) |
| Alan F & Diane R Levin Fd | ||||||||||
| 5603 South Braeswood Blvd | Houston | TX | 77096 | 760613294 | Support Jewish Fed & Hou Jew Comm Fd | TX | 501(c)(3) | 509(a)(3) I | Jewish Fed & Hou Jew Comm Fd | Yes (true) |
| The Rauch Foundation | ||||||||||
| 5603 South Braeswood Blvd | Houston | TX | 77096 | 760300344 | Support the Jewish Federation of Gr. Hou | TX | 501(c)(3) | 509(a)(3) I | Jewish Federation of Greater Houston | Yes (true) |
| The Samuels Foundation | ||||||||||
| 5603 South Braeswood Blvd | Houston | TX | 77096 | 760207517 | Support the Jewish Federation of Gr. Hou | TX | 501(c)(3) | 509(a)(3) I | Jewish Federation of Greater Houston | Yes (true) |
| Donald & Martha Kaplan Freedman Fd | ||||||||||
| 5603 S Braeswood Blvd | Houston | TX | 77096 | 455449056 | Support the Houston Jewish Community Fd | TX | 501(c)(3) | 509(a)(3) I | Houston Jewish Community Foundation | Yes (true) |
| Levit-Setzer Supporting Organization | ||||||||||
| 5603 S Braeswood Blvd | Houston | TX | 77096 | 473031329 | Support the Houston Jewish Community Fd | TX | 501(c)(3) | 509(a)(3) I | Houston Jewish Community Foundation | Yes (true) |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| M & J Robinson CRAT | |||||||||
| 5603 South Braeswood Blvd | Houston | TX | 77096 | 766103916 | Remdr Trust | TX | HJCF | Trust | false |
| Extremis Corporation | |||||||||
| 5603 South Braeswood Blvd | Houston | TX | 77096 | 760492189 | Dormant | TX | HJCF | C corp | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (6 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Houston Jewish Community Fdn | ||
| b | $1,519,615 | Cash |
| Houston Jewish Community Fdn | ||
| c | $2,691,815 | Cash |
| Mary L & William J Osher Fd | ||
| c | $850,000 | Cash |
| Alan F & Diane R Levin Fd | ||
| c | $11,000 | Cash |
| The Rauch Foundation | ||
| c | $42,500 | Cash |
| The Samuels Foundation | ||
| c | $293,900 | Cash |
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