JEWISH COMMUNITY FOUNDATION OF SOUTHERN ARIZONA: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- JEWISH COMMUNITY FOUNDATION OF SOUTHERN ARIZONA (EIN 86-0718936)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-08-03
- IRS object ID
- 201602169349301170
- Schema version
- 2015v2.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-08-03T11:15:09-07:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HBL CPAs PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5656 E Grant Rd Ste 200 | AddressLine1Txt |
| City | Tucson | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85712 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 860718936 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JEWISH COMMUNITY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | OF SOUTHERN ARIZONA | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JEWI | BusinessNameControlTxt |
| Phone | 5205770388 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3567 E Sunrise Drive | AddressLine1Txt |
| City | Tucson | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85718 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | James Whitehill | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2016-08-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL J DEVRIES | PreparerPersonNm |
| PTIN | P00748581 | PTIN |
| Phone | 5208863181 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | James Whitehill | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3567 E Sunrise Dr Ste 143 | AddressLine1Txt |
| City | Tucson | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85718 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $23,184,116 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| All Affiliates Included | false | AllAffiliatesIncludedInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.jcftucson.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1992 | FormationYr |
| Legal Domicile State | AZ | LegalDomicileStateCd |
| Activity Or Mission | Empowering individuals and families today to invest in a stronger Jewish and global community for tomorrow. | ActivityOrMissionDesc |
| Voting Members Governing Body | 26 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 26 | VotingMembersIndependentCnt |
| Total Employee | 12 | TotalEmployeeCnt |
| Total Volunteers | 100 | TotalVolunteersCnt |
| Total Gross UBI | -$2,623 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$2,623 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,304,180 | PYContributionsGrantsAmt |
| CY Contributions Grants | $12,170,979 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $180,837 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $167,094 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,791,675 | PYInvestmentIncomeAmt |
| CY Investment Income | $5,767,732 | CYInvestmentIncomeAmt |
| PY Other Revenue | $488,394 | PYOtherRevenueAmt |
| CY Other Revenue | $925,214 | CYOtherRevenueAmt |
| PY Total Revenue | $8,765,086 | PYTotalRevenueAmt |
| CY Total Revenue | $19,031,019 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,668,546 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,854,884 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $767,320 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $768,929 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $126,643 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,137,126 | PYOtherExpensesAmt |
| CY Other Expenses | $1,156,594 | CYOtherExpensesAmt |
| PY Total Expenses | $6,572,992 | PYTotalExpensesAmt |
| CY Total Expenses | $6,780,407 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,192,094 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $12,250,612 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $87,902,659 | TotalAssetsBOYAmt |
| Total Assets EOY | $91,441,213 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $24,492,862 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $22,918,273 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $63,409,797 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $68,522,940 | NetAssetsOrFundBalancesEOYAmt |
| Mission | JCF is an affiliated corporation of the Jewish Federation of Southern Arizona. Our mission is: Empowering individuals and families today to invest in a stronger Jewish and global community for tomorrow. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $6,219,227 | ExpenseAmt |
| Grant | $4,854,884 | GrantAmt |
| Revenue | $167,094 | RevenueAmt |
| Desc | See Attached Statement. | Desc |
| Total Program Service Expenses | $6,219,227 | 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 | Yes (true) | 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 | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | 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 | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | 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 | 26 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 12 | 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 | false | QuidProQuoContributionsInd |
| 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 | 26 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 26 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | 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 | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | The organization | PersonNm |
| Phone | 5205770388 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3567 E Sunrise Dr Ste 143 | AddressLine1Txt |
| City | Tucson | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85718 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (32 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 |
|---|---|---|---|---|---|---|---|
| Stuart Shatken | |||||||
| President | 3.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| James Whitehill | |||||||
| President | 3.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Jeremy Lite | |||||||
| VP/SECRETARY | 3.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Gerald Birin | |||||||
| VP/TREASURER | 3.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Jane Ash | |||||||
| Vice President | 3.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Andra Karnofsky | |||||||
| Vice President | 3.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Keri Silvyn | |||||||
| Immed Past Pres | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Myles Beck | |||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Bruce Beyer | |||||||
| Trustee - Life | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Steve Bush | |||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Jennifer Cassius | |||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Goggy Davidowitz | |||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Barry Friedman | |||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Daniel Gasch | |||||||
| Trustee - Life | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Brina Grusin | |||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Anne Hameroff | |||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Jeff Jacobson | |||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Lauren Kaplan Blinkoff | |||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Jeffrey Katz | |||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Ed Koven | |||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Brenna Lacey | |||||||
| Trustee - Life | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Neil Markowitz | |||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Evan Mendelson | |||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Jerry Neuman | |||||||
| Trustee - Life | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Aaron Rottenstein | |||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Myron Rottenstein | |||||||
| Trustee | 3.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Linda Tumarkin | |||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Kathryn Unger | |||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Tom Warne | |||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| STU MELLAN | |||||||
| JFSA - VP/Staff | 1.00 | 40.00 | Yes (X) | $0 | $236,704 | $34,266 | |
| TRACY SALKOWITZ | |||||||
| CEO | 40.00 | 0.00 | Yes (X) | $197,436 | $0 | $18,850 | |
| JANE ESPINOZA | |||||||
| CFO | 40.00 | 0.00 | Yes (X) | $101,407 | $0 | $11,118 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $298,843 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $236,704 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $64,234 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SEI Investments Co | PersonNm |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Freedom Valley Drive | AddressLine1Txt |
| City | Oaks | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19456 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | Investment Mgr | ServicesDesc |
| Compensation | $221,277 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $12,170,979 | AllOtherContributionsAmt |
| Noncash Contributions | $2,289,096 | NoncashContributionsAmt |
| Total Contributions | $12,170,979 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| Admin Fees/Other | $153,732 | $153,732 |
| Admin Fees-Consolidated | $13,362 | $13,362 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $167,094 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,358,777 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$2,623 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,361,400 | 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 |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,537,911 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,128,956 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,408,955 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,408,955 | TotalRevenueColumnAmt |
| Exclusion | $4,408,955 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $44,490 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $24,141 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,349 | TotalRevenueColumnAmt |
| Exclusion | $20,349 | 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 | PARTNERSHIP GAIN OR LOSS | Desc |
| Total Revenue Column | $904,865 | TotalRevenueColumnAmt |
| Exclusion | $904,865 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $904,865 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,031,019 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $167,094 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$2,623 | UnrelatedBusinessRevenueAmt |
| Exclusion | $6,695,569 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,854,884 | TotalAmt |
| Program Services | $4,854,884 | 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 | $331,968 | TotalAmt |
| Program Services | $130,941 | ProgramServicesAmt |
| Management And General | $156,969 | ManagementAndGeneralAmt |
| Fundraising | $44,058 | 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 | $339,978 | TotalAmt |
| Program Services | $191,662 | ProgramServicesAmt |
| Management And General | $113,677 | ManagementAndGeneralAmt |
| Fundraising | $34,639 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,283 | TotalAmt |
| Program Services | $6,592 | ProgramServicesAmt |
| Management And General | $3,732 | ManagementAndGeneralAmt |
| Fundraising | $959 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,607 | TotalAmt |
| Program Services | $21,080 | ProgramServicesAmt |
| Management And General | $13,356 | ManagementAndGeneralAmt |
| Fundraising | $4,171 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,093 | TotalAmt |
| Program Services | $22,852 | ProgramServicesAmt |
| Management And General | $18,772 | ManagementAndGeneralAmt |
| Fundraising | $5,469 | 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 | $9,225 | TotalAmt |
| Program Services | $4,595 | ProgramServicesAmt |
| Management And General | $3,585 | ManagementAndGeneralAmt |
| Fundraising | $1,045 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,238 | TotalAmt |
| Program Services | $11,563 | ProgramServicesAmt |
| Management And General | $8,267 | ManagementAndGeneralAmt |
| Fundraising | $2,408 | 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 | $146,746 | TotalAmt |
| Program Services | $145,310 | ProgramServicesAmt |
| Management And General | $1,076 | ManagementAndGeneralAmt |
| Fundraising | $360 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,280 | TotalAmt |
| Program Services | $17,490 | ProgramServicesAmt |
| Management And General | $9,130 | ManagementAndGeneralAmt |
| Fundraising | $2,660 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,008 | TotalAmt |
| Program Services | $27,179 | ProgramServicesAmt |
| Management And General | $22,325 | ManagementAndGeneralAmt |
| Fundraising | $6,504 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,583 | TotalAmt |
| Program Services | $11,444 | ProgramServicesAmt |
| Management And General | $9,400 | ManagementAndGeneralAmt |
| Fundraising | $2,739 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,879 | TotalAmt |
| Program Services | $14,014 | ProgramServicesAmt |
| Management And General | $11,511 | ManagementAndGeneralAmt |
| Fundraising | $3,354 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,984 | TotalAmt |
| Program Services | $47,062 | ProgramServicesAmt |
| Management And General | $38,659 | ManagementAndGeneralAmt |
| Fundraising | $11,263 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,439 | TotalAmt |
| Program Services | $1,184 | ProgramServicesAmt |
| Management And General | $972 | ManagementAndGeneralAmt |
| Fundraising | $283 | 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 | $19,024 | TotalAmt |
| Program Services | $9,232 | ProgramServicesAmt |
| Management And General | $7,583 | ManagementAndGeneralAmt |
| Fundraising | $2,209 | 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 | $18,686 | TotalAmt |
| Program Services | $9,067 | ProgramServicesAmt |
| Management And General | $7,449 | ManagementAndGeneralAmt |
| Fundraising | $2,170 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $650,858 | TotalAmt |
| Program Services | $643,738 | ProgramServicesAmt |
| Management And General | $5,514 | ManagementAndGeneralAmt |
| Fundraising | $1,606 | FundraisingAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Total | $52,644 | TotalAmt |
| Program Services | $49,338 | ProgramServicesAmt |
| Management And General | $2,560 | ManagementAndGeneralAmt |
| Fundraising | $746 | FundraisingAmt |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,780,407 | TotalAmt |
| Program Services | $6,219,227 | ProgramServicesAmt |
| Management And General | $434,537 | ManagementAndGeneralAmt |
| Fundraising | $126,643 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $399,749 | BOYAmt |
| EOY | $2,322,553 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,698,430 | BOYAmt |
| EOY | $2,562,975 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,844 | BOYAmt |
| EOY | $4,125,103 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,000,420 | BOYAmt |
| EOY | $700,000 | 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) |
|---|---|---|
| BOY | $1,817,367 | BOYAmt |
| EOY | $1,842,367 | 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 | $17,283 | BOYAmt |
| EOY | $22,008 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $176,123 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $127,085 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,725 | BOYAmt |
| EOY | $49,038 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,511,836 | BOYAmt |
| EOY | $64,728,341 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,248,464 | BOYAmt |
| EOY | $11,458,045 | 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 | $3,066,541 | BOYAmt |
| EOY | $3,630,783 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $87,902,659 | BOYAmt |
| EOY | $91,441,213 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $98,201 | BOYAmt |
| EOY | $101,837 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $231,711 | BOYAmt |
| EOY | $73,250 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,737 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,158,213 | BOYAmt |
| EOY | $22,743,186 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,492,862 | BOYAmt |
| EOY | $22,918,273 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,519,433 | BOYAmt |
| EOY | $53,525,569 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,050,408 | BOYAmt |
| EOY | $8,266,687 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,839,956 | BOYAmt |
| EOY | $6,730,684 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,409,797 | BOYAmt |
| EOY | $68,522,940 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $87,902,659 | BOYAmt |
| EOY | $91,441,213 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $12,250,612 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$7,137,469 | 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 | $2,500,623 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,181,042 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,243,021 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,304,180 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,170,979 | CurrentTaxYearAmt |
| Total | $31,399,845 | 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 | $2,500,623 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,181,042 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,243,021 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,304,180 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,170,979 | CurrentTaxYearAmt |
| Total | $31,399,845 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $11,485,030 | SubstantialContributorsTotAmt |
| Public Support Total170 | $19,914,815 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $913,870 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,390,859 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,018,046 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,053,070 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,361,400 | CurrentTaxYearAmt |
| Total | $5,737,245 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,735 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | -$2,903 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | -$5,242 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | -$2,623 | CurrentTaxYearAmt |
| Total | $4,967 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $37,142,057 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,350,262 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.53620 | PublicSupportCY170Pct |
| Public Support PY170 | 0.45140 | 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) |
|---|---|---|
| Donor Advised Funds Held | 243 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $5,233,668 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $3,323,973 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $31,780,557 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $27,744,267 | BeginningYearBalanceAmt |
| Contributions | $1,777,798 | ContributionsAmt |
| Investment Earnings Or Losses | -$426,599 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,008,899 | OtherExpendituresAmt |
| Administrative Expenses | $87,147 | AdministrativeExpensesAmt |
| End Year Balance | $27,999,420 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $26,349,277 | BeginningYearBalanceAmt |
| Contributions | $739,060 | ContributionsAmt |
| Investment Earnings Or Losses | $1,653,376 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $918,889 | OtherExpendituresAmt |
| Administrative Expenses | $78,557 | AdministrativeExpensesAmt |
| End Year Balance | $27,744,267 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $22,717,789 | BeginningYearBalanceAmt |
| Contributions | $1,231,008 | ContributionsAmt |
| Investment Earnings Or Losses | $3,384,481 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $897,291 | OtherExpendituresAmt |
| Administrative Expenses | $86,710 | AdministrativeExpensesAmt |
| End Year Balance | $26,349,277 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,329,586 | BeginningYearBalanceAmt |
| Contributions | $1,348,318 | ContributionsAmt |
| Investment Earnings Or Losses | $2,636,540 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $529,228 | OtherExpendituresAmt |
| Administrative Expenses | $67,427 | AdministrativeExpensesAmt |
| End Year Balance | $22,717,789 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,147,953 | BeginningYearBalanceAmt |
| Contributions | $4,713,486 | ContributionsAmt |
| Investment Earnings Or Losses | $155,113 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $640,155 | OtherExpendituresAmt |
| Administrative Expenses | $46,811 | AdministrativeExpensesAmt |
| End Year Balance | $19,329,586 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.72000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.24000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.04000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | false | RelatedOrgListSchRInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $30,696 | OtherCostOrOtherBasisAmt |
| Depreciation | $15,348 | DepreciationAmt |
| Book Value | $15,348 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $99,001 | OtherCostOrOtherBasisAmt |
| Depreciation | $91,321 | DepreciationAmt |
| Book Value | $7,680 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $46,426 | OtherCostOrOtherBasisAmt |
| Depreciation | $20,416 | DepreciationAmt |
| Book Value | $26,010 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $49,038 | TotalBookValueLandBuildingsAmt |
| Total Book Value Securities | $11,458,045 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Agency Funds | $21,891,674 |
| Designated obligations | $851,512 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $22,743,186 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $11,813,095 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$7,137,469 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$91,234 | OtherRevenueAmt |
| Revenue Not Reported | -$7,228,703 | RevenueNotReportedAmt |
| Revenue Subtotal | $19,041,798 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$10,779 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$10,779 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $19,031,019 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,690,450 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $56,950 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $56,950 | ExpensesNotReportedAmt |
| Expenses Subtotal | $6,633,500 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $146,907 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $146,907 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,780,407 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: Intended uses of the endowment fund. | Endowments are held for donor restricted uses and donor advised purposes |
| Part X : FIN48 Footnote | The Foundation has not identified any uncertain tax positions that require reporting under U.S. generally accepted accounting principles. The Foundation would recognize interest related to any such uncertainties in interest expense and penalties in operating expenses. During the years ended December 31, 2015 and 2014, the Foundation recognized no such interest or penalties. |
| Part XII, Line 2d: Other expenses and losses per audited F/S | Expenses from consolidated entities $32809 Cost of special events $24141 |
| Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S | Investment fees $146907 |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agrmt Prof Fundraising Acty | false | AgrmtProfFundraisingActyInd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Summer Series | Event1Nm |
| Gross Receipts Event1 | $44,490 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $44,490 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $24,141 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $44,490 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $44,490 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $24,141 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $24,141 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $20,349 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | See attached list | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Various | AddressLine1Txt |
| City | Various | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85718 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash Grant | $4,474,740 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Grantmaker's Description of How Grants are Used | FormAndLineReferenceDesc |
| Explanation | Grants can only be distributed to 501(c)(3) organizations. Before distributions are made the organization is vetted by obtaining a copy of their IRS Determination Letter, contact information, and a copy of their mission statement. We obtain the organizations IRS status on GuideStars Charity Check, which combines information from the IRS Determination letter, the IRS Pub 78, and the IRS BMF (Business Master File) reports. [IRS Revenue Procedure 2009-32 allows grantors to rely on third-party resources, such as GuideStar Charity Check, to obtain required Business Master File (BMF) data concerning a potential grantees public charity classification under section 509(a)(1),(2) or (3)]Our board approves all new organizations before distributions are made. Annually the board re-approves our entire list of organizations after we have verified that their 501(c)(3) status is still in good order.Distributions for grants made for restricted purposes are accompanied with a letter stating that the funds can only be used for that purpose. The letters also include the following notation: This grant is made to your organization through the Jewish Community Foundation of Southern Arizona. By accepting this check, your organization certifies to the Jewish Community Foundation that: 1) No tangible benefit, goods or services are received by any individuals connected with the above-mentioned gift. Tangible benefits may include, but are not limited to dues (other than synagogue membership dues), event/admission tickets, tables, and meals. 2) Funds will not be used to discharge or satisfy a legally enforceable charitable pledge or obligations of any person and 3) no individuals connected with the above-mentioned gift will benefit from grants, loans, compensation or similar payments.Restricted purpose grants that are to be made annually from endowment funds require that the organization provide us with a report of how the funds were used before the next years grant will be distributed.Grants awarded under our Community Grants Program require periodic reporting to ensure funds are being used for the purpose intended.We have a fulltime Grants Manager who is responsible for overseeing grant compliance.We do not make grants to individuals. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | false | 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 (2 entries)
| TitleTitleTxt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|---|---|---|---|---|---|---|
| STU MELLAN | ||||||||||
| JFSA - VP/Staff | $230,839 | $5,865 | $20,519 | $13,747 | $270,970 | |||||
| TRACY SALKOWITZ | ||||||||||
| CEO | $191,250 | $5,672 | $12,779 | $6,071 | $215,772 | |||||
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 26 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,811,605 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Real Estate Residential RealEstateResidentialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $477,491 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et | Trustee Keri Silvyn is Trustee James Whitehill's step sister-in-law.Trustee Aaron Rottenstein is Vice President Myron Rottenstein's son. |
| Form 990, Part VI, Line 11b: Form 990 Review Process | The board has formally assigned the responsibility of reviewing and approving the Form 990 to the Finance and Audit Committee. The Finance and Audit Committee meets, reviews, and approves prior to filing. If there are any significant issues, the Finance and Audit Committee will bring them to the Board for informational purposes or approval. The Form 990 is made available to all board members for review. |
| Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | Annually every board member is asked to sign a Conflict of Interest Statement as well as complete a form which discloses certain personal and business relationships. The board makes it a practice to put the following reminder on every written agenda that reads Board members must disclose any potential conflict of interest related to the following agenda as well as topics discussed during the meeting. Periodically board members are also verbally reminded at the meeting to disclose any potential conflicts. In addition all employees and committee members are also required to sign a Conflict of Interest Statement. |
| Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management | Comparative data from other similar Jewish community foundations, local secular foundations and JFSA is gathered from their Form 990 Schedule J (Officers, Directors, Trustees, Key Employees and Highest Compensated Employees). Additional data is obtained from the Council on Foundations which conducts an annual compensation survey. The data is compiled and the designated task force or committee makes a recommendation as to the appropriateness of the CEO's compensation. Its recommendation is brought to the Board for approval. CEO's current contract effective 7/1/15 was approved by the Board prior to its execution. |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | The policy of the Jewish Community Foundation is to upon request make its audited financial statements and Conflict of Interest Policy available for viewing at the office of the Foundation. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JCF Tucson Holdings LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3567 E Sunrise Dr Ste 143 | AddressLine1Txt |
| City | Tucson | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85718 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 455152892 | EIN |
| Primary Activities | Real Estate Holdings | PrimaryActivitiesTxt |
| Legal Domicile State | AZ | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
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 | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Jewish Federation of Southern AZ | ||||||||||
| 3822 E River Road Suite 100 | Tucson | AZ | 85718 | 860096795 | Charitable | AZ | 501(c)(3) | 7 | N/A | false |
| L2 Foundation | ||||||||||
| 3567 E Sunrise Dr Ste 143 | Tucson | AZ | 85718 | 270697033 | Charitable Support | AZ | 501(c)(3) | 11 | N/A | Yes (true) |
| 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 | 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 |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Jewish Federation of Southern AZ | ||
| b | $1,048,251 | CASH VALUE |
| Jewish Federation of Southern AZ | ||
| c | $498,520 | CASH VALUE |
| L2 Foundation | ||
| l | $13,362 | CASH VALUE |
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