JEWISH FEDERATION OF GREATER HOUSTON: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
JEWISH FEDERATION OF GREATER HOUSTON (EIN 74-1109654)
Tax period
2013-09-01 to 2014-08-31
Filed
2015-06-09
IRS object ID
201501609349300520
Schema version
2013v4.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2015-06-09T08:59:32-07:00ReturnTs
Tax Period End2014-08-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Blazek & VetterlingBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12900 Weslayan Suite 200AddressLine1
CityHoustonCity
StateTXState
ZIP Code770275132ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-09-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN741109654EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Jewish Federation of Greater HoustonBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlJEWIBusinessNameControlTxt
Phone7137297000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15603 South Braeswood BlvdAddressLine1
CityHoustonCity
StateTXState
ZIP Code77096ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMary Ward-HeckselPersonNm
Person TitleSr. VP/CFOPersonTitleTxt
Signature2015-06-09SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJody BlazekPreparerPersonNm
PTINP00072674PTIN
Phone7134395739PhoneNum
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerLee WunschPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line15603 South BraeswoodAddressLine1
CityHoustonCity
StateTXState
ZIP Code77096ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$17,240,163GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
All Affiliates IncludedfalseAllAffiliatesIncludedInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.houstonjewish.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1940FormationYr
Legal Domicile StateTXLegalDomicileStateCd
Activity Or MissionJewish 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 Body36VotingMembersGoverningBodyCnt
Voting Members Independent36VotingMembersIndependentCnt
Total Employee39TotalEmployeeCnt
Total Volunteers300TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$14,852,618PYContributionsGrantsAmt
CY Contributions Grants$17,056,608CYContributionsGrantsAmt
PY Program Service Revenue$210,841PYProgramServiceRevenueAmt
CY Program Service Revenue$173,765CYProgramServiceRevenueAmt
PY Investment Income-$15,086PYInvestmentIncomeAmt
CY Investment Income$9,790CYInvestmentIncomeAmt
PY Other Revenue-$21,033PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$15,027,340PYTotalRevenueAmt
CY Total Revenue$17,240,163CYTotalRevenueAmt
PY Grants And Similar Paid$10,254,974PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$10,862,818CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$2,445,545PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$2,488,460CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$1,279,522CYTotalFundraisingExpenseAmt
PY Other Expenses$1,515,928PYOtherExpensesAmt
CY Other Expenses$1,411,467CYOtherExpensesAmt
PY Total Expenses$14,216,447PYTotalExpensesAmt
CY Total Expenses$14,762,745CYTotalExpensesAmt
PY Revenues Less Expenses$810,893PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$2,477,418CYRevenuesLessExpensesAmt
Total Assets BOY$10,741,351TotalAssetsBOYAmt
Total Assets EOY$13,979,894TotalAssetsEOYAmt
Total Liabilities BOY$3,674,432TotalLiabilitiesBOYAmt
Total Liabilities EOY$4,415,892TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$7,066,919NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$9,564,002NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionThe 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 SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$10,879,854ExpenseAmt
Grant$10,862,818GrantAmt
Revenue$111,423RevenueAmt
DescThe 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 needsDesc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$801,984ExpenseAmt
Revenue$26,550RevenueAmt
DescJewish 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

FieldValueIRS element (for citing)
Expense$305,609ExpenseAmt
DescCommunity Relations Committee (CRC) programs focus on education and information on domestic and international issues directly impacting the Jewish community.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$267,872TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue$35,792TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$12,255,319TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document83IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee39EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Form8282 Filed0Form8282FiledCnt
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Org Filed In Lieu Of Form1041falseOrgFiledInLieuOfForm1041Ind
Licensed More Than One StatefalseLicensedMoreThanOneStateInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members36GoverningBodyVotingMembersCnt
Independent Voting Member36IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonMary Ward-HeckselPersonNm
Phone7137297000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15603 South BraeswoodAddressLine1
CityHoustonCity
StateTXState
ZIP Code77096ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (40 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
Carol Goldberg
Chairman1.001.00Yes (X)Yes (X)$0$0$0
Leonard A Goldstein
Past Chairman1.000.00Yes (X)$0$0$0
Denis Braham
Vice Chair1.001.00Yes (X)Yes (X)$0$0$0
Don Brodsky
Vice Chair1.000.00Yes (X)Yes (X)$0$0$0
Gerald Merfish
Vice Chair1.001.00Yes (X)Yes (X)$0$0$0
Jacob Leon CPA
Sec/Treasurer1.000.00Yes (X)Yes (X)$0$0$0
Kevin Alexander
Trustee1.000.00Yes (X)$0$0$0
Buzzy Bluestone
Trustee1.000.00Yes (X)$0$0$0
Mark Brookner
Trustee1.000.00Yes (X)$0$0$0
Rachel Eichenbaum
Trustee1.000.00Yes (X)$0$0$0
Daniel Fein
Trustee1.001.00Yes (X)$0$0$0
Marla Feldman
Trustee1.000.00Yes (X)$0$0$0
Sandra Finkelman
Trustee1.001.00Yes (X)$0$0$0
Brian Goldstein
Trustee1.000.00Yes (X)$0$0$0
John Goott
Trustee1.001.00Yes (X)$0$0$0
David Hess
Trustee1.000.00Yes (X)$0$0$0
Elyse S Kalmans
Trustee1.000.00Yes (X)$0$0$0
Joe Kaplan
Trustee1.000.00Yes (X)$0$0$0
Arturo Karakowsky
Trustee1.000.00Yes (X)$0$0$0
Nat Levy
Trustee1.000.00Yes (X)$0$0$0
Gary W Miller
Trustee1.000.00Yes (X)$0$0$0
Mindy Mitzner
Trustee1.001.00Yes (X)$0$0$0
Susan Farb Morris
Trustee1.002.00Yes (X)$0$0$0
Jack Polatsek
Trustee1.000.00Yes (X)$0$0$0
Rabbi Joseph Radinsky
Trustee1.000.00Yes (X)$0$0$0
Russ Robinson
Trustee1.000.00Yes (X)$0$0$0
Rob Shoss
Trustee1.000.00Yes (X)$0$0$0
Rabbi Pam Silk
Trustee1.000.00Yes (X)$0$0$0
Zachary Silverman
Trustee1.000.00Yes (X)$0$0$0
Rick Stein
Trustee1.000.00Yes (X)$0$0$0
Sam Stolbun
Trustee1.000.00Yes (X)$0$0$0
Haya Varon
Trustee1.000.00Yes (X)$0$0$0
Naomi Warren
Trustee1.000.00Yes (X)$0$0$0
Sandy Weiner
Trustee1.001.00Yes (X)$0$0$0
Dolores Wilkenfeld
Trustee1.000.00Yes (X)$0$0$0
Shira Yoshor
Trustee1.000.00Yes (X)$0$0$0
Lee Wunsch
President & CEO32.008.00Yes (X)$294,427$0$69,199
Mary Ward-Hecksel
Sr. VP/CFO24.0016.00Yes (X)$141,556$0$20,242
Suzanne Jacobson
Sr. VP Develop.39.000.00Yes (X)$140,455$0$20,758
Elaine Kellerman
VP of Comm Pshp39.000.00$129,348$0$20,249Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$705,786TotalReportableCompFromOrgAmt
Total Other Compensation$130,448TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K4IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Ricoh USABusinessNameLine1

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line1820 Gears RdAddressLine1
CityHoustonCity
StateTXState
ZIP Code77067ZIPCode
FieldValueIRS element (for citing)
ServicesStaff/copier leasingServicesDesc
Compensation$100,492CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
Related Organizations$2,590,189RelatedOrganizationsAmt
All Other Contributions$14,466,419AllOtherContributionsAmt
Total Contributions$17,056,608TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Events/other900099$18,447$18,447
Program ticket sales900099$155,318$155,318
FieldValueIRS element (for citing)
Total Program Service Revenue$173,765TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$9,790TotalRevenueColumnAmt
Exclusion$9,790ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$17,240,163TotalRevenueColumnAmt
Related Or Exempt Func Income$173,765RelatedOrExemptFuncIncomeAmt
Exclusion$9,790ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$10,782,968TotalAmt
Program Services$10,782,968ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$79,850TotalAmt
Program Services$79,850ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$701,651TotalAmt
Program Services$110,707ProgramServicesAmt
Management And General$277,226ManagementAndGeneralAmt
Fundraising$313,718FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,447,797TotalAmt
Program Services$614,620ProgramServicesAmt
Management And General$444,790ManagementAndGeneralAmt
Fundraising$388,387FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$59,894TotalAmt
Program Services$28,614ProgramServicesAmt
Management And General$16,150ManagementAndGeneralAmt
Fundraising$15,130FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$148,808TotalAmt
Program Services$39,824ProgramServicesAmt
Management And General$71,443ManagementAndGeneralAmt
Fundraising$37,541FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$130,310TotalAmt
Program Services$46,410ProgramServicesAmt
Management And General$44,820ManagementAndGeneralAmt
Fundraising$39,080FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$350TotalAmt
Management And General$350ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$23,921TotalAmt
Management And General$23,921ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$84,046TotalAmt
Program Services$18,151ProgramServicesAmt
Management And General$35,082ManagementAndGeneralAmt
Fundraising$30,813FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$67,506TotalAmt
Program Services$3,181ProgramServicesAmt
Management And General$46,012ManagementAndGeneralAmt
Fundraising$18,313FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$106,211TotalAmt
Program Services$23,637ProgramServicesAmt
Management And General$52,874ManagementAndGeneralAmt
Fundraising$29,700FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$49,325TotalAmt
Program Services$5,363ProgramServicesAmt
Management And General$22,478ManagementAndGeneralAmt
Fundraising$21,484FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$127,225TotalAmt
Program Services$9,143ProgramServicesAmt
Management And General$102,561ManagementAndGeneralAmt
Fundraising$15,521FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$23,778TotalAmt
Program Services$2,971ProgramServicesAmt
Management And General$17,341ManagementAndGeneralAmt
Fundraising$3,466FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$131,813TotalAmt
Program Services$9,728ProgramServicesAmt
Management And General$27,465ManagementAndGeneralAmt
Fundraising$94,620FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$9,707TotalAmt
Management And General$9,707ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$31,348TotalAmt
Program Services$6,358ProgramServicesAmt
Management And General$14,197ManagementAndGeneralAmt
Fundraising$10,793FundraisingAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtFundraisingFundraisingAmtManagement And GeneralManagementAndGeneralAmt
Program expenses$430,415$430,415
Campaign programs$255,066$255,066
Other expenses$70,756$43,379$5,890$21,487

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$14,762,745TotalAmt
Program Services$12,255,319ProgramServicesAmt
Management And General$1,227,904ManagementAndGeneralAmt
Fundraising$1,279,522FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$697BOYAmt
EOY$2,396EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,967,360BOYAmt
EOY$2,018,766EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$8,480,259BOYAmt
EOY$11,496,383EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$9,067BOYAmt
EOY$56,552EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$45,727BOYAmt
EOY$102,089EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,312,102LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,110,466LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$147,843BOYAmt
EOY$201,636EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$49,500BOYAmt
EOY$44,000EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$40,898BOYAmt
EOY$58,072EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$10,741,351BOYAmt
EOY$13,979,894EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$155,625BOYAmt
EOY$296,903EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$3,510,693BOYAmt
EOY$4,118,989EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$8,114BOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,674,432BOYAmt
EOY$4,415,892EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$6,145,578BOYAmt
EOY$8,208,929EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$921,341BOYAmt
EOY$1,002,573EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
EOY$352,500EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$7,066,919BOYAmt
EOY$9,564,002EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$10,741,351BOYAmt
EOY$13,979,894EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$2,477,418ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$19,665NetUnrlzdGainsLossesInvstAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$19,116,677CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$20,381,288CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$16,006,041CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$14,852,618CurrentTaxYearMinus1YearAmt
Current Tax Year$17,056,608CurrentTaxYearAmt
Total$87,413,232TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$19,116,677CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$20,381,288CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$16,006,041CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$14,852,618CurrentTaxYearMinus1YearAmt
Current Tax Year$17,056,608CurrentTaxYearAmt
Total$87,413,232TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$2,808,655SubstantialContributorsTotAmt
Public Support Total170$84,604,577PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$19,095CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$15,651CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$10,167CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$7,674CurrentTaxYearMinus1YearAmt
Current Tax Year$9,790CurrentTaxYearAmt
Total$62,377TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Total Support$87,475,609TotalSupportAmt
Gross Receipts Rltd Activities$930,588GrossReceiptsRltdActivitiesAmt
Public Support CY1700.96720PublicSupportCY170Pct
Public Support PY1700.96830PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Form4720 Filed Section4955 TaxfalseForm4720FiledSection4955TaxInd
Correction MadefalseCorrectionMadeInd
VolunteersYes (true)VolunteersInd
Paid Staff Or ManagementYes (true)PaidStaffOrManagementInd
Media AdvertisementsfalseMediaAdvertisementsInd
Mailings MembersYes (true)MailingsMembersInd
Mailings Members$100MailingsMembersAmt
Publications Or BroadcastYes (true)PublicationsOrBroadcastInd
Grants Other OrganizationsfalseGrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (true)DirectContactLegislatorsInd
Direct Contact Legislators$93,106DirectContactLegislatorsAmt
Rallies DemonstrationsYes (true)RalliesDemonstrationsInd
Other ActivitiesYes (true)OtherActivitiesInd
Other Activities$8,946OtherActivitiesAmt
Total Lobbying Expenditures$102,152TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind
Form4720 Filed4912 TaxfalseForm4720Filed4912TaxInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart II-B, Line 1i - Other Activities DescriptionFormAndLineReferenceDesc
ExplanationThe Jewish Federation's Community Relations Committee initiated and participated in advocacy efforts on issues directly impacting the Jewish community and its constituents on the local, state, and national levels. The efforts included discussions with city, state, and national elected officials on issues involving health and human services, international affairs, and community concerns.The CRC Director took 7 legislators along with a group of community leaders on a mission to Israel to educate them about Israel and the Jewish community's issues.ExplanationTxt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$106,445,360BeginningYearBalanceAmt
Contributions$32,015,674ContributionsAmt
Investment Earnings Or Losses$11,757,949InvestmentEarningsOrLossesAmt
Grants Or Scholarships$16,554,831GrantsOrScholarshipsAmt
Administrative Expenses$932,350AdministrativeExpensesAmt
End Year Balance$132,731,802EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$95,920,145BeginningYearBalanceAmt
Contributions$24,635,464ContributionsAmt
Investment Earnings Or Losses$7,318,358InvestmentEarningsOrLossesAmt
Grants Or Scholarships$20,560,583GrantsOrScholarshipsAmt
Administrative Expenses$868,024AdministrativeExpensesAmt
End Year Balance$106,445,360EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$89,072,982BeginningYearBalanceAmt
Contributions$14,686,040ContributionsAmt
Investment Earnings Or Losses$5,070,105InvestmentEarningsOrLossesAmt
Grants Or Scholarships$12,102,927GrantsOrScholarshipsAmt
Administrative Expenses$806,055AdministrativeExpensesAmt
End Year Balance$95,920,145EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$81,674,559BeginningYearBalanceAmt
Contributions$15,141,907ContributionsAmt
Investment Earnings Or Losses$5,832,826InvestmentEarningsOrLossesAmt
Grants Or Scholarships$13,576,310GrantsOrScholarshipsAmt
End Year Balance$89,072,982EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$77,490,544BeginningYearBalanceAmt
Contributions$14,114,975ContributionsAmt
Investment Earnings Or Losses$3,270,220InvestmentEarningsOrLossesAmt
Grants Or Scholarships$13,201,180GrantsOrScholarshipsAmt
End Year Balance$81,674,559EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.97680BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.01860PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.00460TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgYes (true)EndowmentsHeldRelatedOrgInd
Related Org List Sch RYes (true)RelatedOrgListSchRInd

Land LandGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$6,000InvestmentCostOrOtherBasisAmt
Book Value$6,000BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$935,519OtherCostOrOtherBasisAmt
Depreciation$805,700DepreciationAmt
Book Value$129,819BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$309,130OtherCostOrOtherBasisAmt
Depreciation$243,313DepreciationAmt
Book Value$65,817BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$61,453OtherCostOrOtherBasisAmt
Depreciation$61,453DepreciationAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$201,636TotalBookValueLandBuildingsAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart V, Line 4: Intended uses of the endowment fund.FormAndLineReferenceDesc
ExplanationTo 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

Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Middle East/N. Africa00Program servicesMission trip$70,452
Middle East/N. Africa00Investments$44,000
FieldValueIRS element (for citing)
Subtotal Spent$114,452SubtotalSpentAmt
Total Spent$114,452TotalSpentAmt
Transfer To Foreign CorpfalseTransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipfalseForeignCorpOwnershipInd
Passive Foreign Investmest CofalsePassiveForeignInvestmestCoInd
Foreign PartnershipfalseForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (89 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
All 4 Israel Inc
53 Dewhurst StStaten IslandNY10314050553417501(c)(3)$50,000$0General Support
Am Friends of Netanya College
270 Madison Avenue 9th FloorNew YorkNY10016133937453501(c)(3)$150,000$0General Support
Am Friends of New Comm in Isr
169 10 73rd AvenueFlushingNY11366311740763501(c)(3)$50,000$0Hadadi- Annual Support
Am Jewish Jnt Distribution Co
711 Third Ave 10th FloorNew YorkNY10017131656634501(c)(3)$100,000$0Multiple Programs
Am Jewish Jnt Distribution Co
711 Third Ave 10th FloorNew YorkNY10017131656634501(c)(3)$116,027$0Support for at-risk children
Am Jewish Jnt Distribution Co
711 Third Ave 10th FloorNew YorkNY10017131656634501(c)(3)$21,517$0Cuba Support & Misc Prog
Am Jewish Jnt Distribution Co
711 Third Ave 10th FloorNew YorkNY10017131656634501(c)(3)$345,000$0Aging w/ Dignity Program
Am Jewish Jnt Distribution Co
711 Third Ave 10th FloorNew YorkNY10017131656634501(c)(3)$371,750$0Equal Emplymnt Arab-Israelis
Am Jewish Jnt Distribution Co
711 Third Ave 10th FloorNew YorkNY10017131656634501(c)(3)$7,250$0Ethiopia Women's Scholarships
American Friends of Meir Panim
5316 New Utrecht AveBrooklynNY11219201582478501(c)(3)$51,000$0Nutrition Center
American Friends of NATAL Inc
1120 Ave of the Americas 4thNew YorkNY10036201914370501(c)(3)$10,000$0Support for Trauma Victims
Beth Yeshurun Day School
4525 BeechnutHoustonTX77096741222268501(c)(3)$101,600$0Operating Funds
Bikur Vizrat Cholim Inc
1221 42nd StBrooklynNY11219201572620501(c)(3)$100,000$0Home for Special Needs Children
Birthright Israel Foundation
33 East 33rd St 7th FloorNew YorkNY10016134092050501(c)(3)$187,900$0Young Adult Travel to Israel
Bnai Brith Youth Organization
5601 South Braeswood BlvdHoustonTX77096311794932501(c)(3)$36,900$0Operating Funds
Camp Young Judaea
9647 HillcroftHoustonTX77096746063430501(c)(3)$8,725$0Camp Scholarships
Central Fund of Israel
980 Ave of the Americas 3rdNew YorkNY10018132992985501(c)(3)$150,000$0Shurat Hadin-Israel Law Ctr
Central Fund of Israel
980 Ave of the Americas 3rdNew YorkNY10018132992985501(c)(3)$75,000$0Matnat Shichrur
Christian Friends of Israeli
PO Box 50833Colorado SpringCO80949412020104501(c)(3)$50,000$0Heart of Benjamin
Cong Beth Shalom of Woodlands
5125 Shadow Bend PlThe WoodlandsTX77381760030790501(c)(3)$49,500$0General Support
Emery Weiner Cntr for Jewish
9825 Stella LinkHoustonTX77025741990541501(c)(3)$229,775$0Operating Funds
Emery Weiner Cntr for Jewish
9825 Stella LinkHoustonTX77025741990541501(c)(3)$6,400$0Israel Scholarships
Evelyn Rubenstein JCC Hous
5601 S Braeswood BlvdHoustonTX77096741198298501(c)(3)$31,100$0Shaliach
Evelyn Rubenstein JCC Hous
5601 S Braeswood BlvdHoustonTX77096741198298501(c)(3)$38,303$0Meals on Wheels
Evelyn Rubenstein JCC Hous
5601 S Braeswood BlvdHoustonTX77096741198298501(c)(3)$59,000$0Senior Companion Program
Evelyn Rubenstein JCC Hous
5601 S Braeswood BlvdHoustonTX77096741198298501(c)(3)$702,411$0Operating Funds
Evelyn Rubenstein JCC Hous
5601 S Braeswood BlvdHoustonTX77096741198298501(c)(3)$76,700$0Young Families Programs
Friends of Nahal Haredi
127 Route 59MonseyNY10952134069565501(c)(3)$50,000$0Acculteration of Haredi Soldiers
Friends of the Isr Defense
1430 Broadway Rm 1301New YorkNY10018133156445501(c)(3)$10,000$0Emergency Aid
Friends of the Isr Defense
1430 Broadway Rm 1301New YorkNY10018133156445501(c)(3)$60,000$0Lone Soldiers
Friends of the Isr Defense Forces
1430 Broadway Rm 1301New YorkNY10028133156445501(c)(3)$50,000$0General Support
Hand in Hand
P O Box 80102PortlandOR97280931269590501(c)(3)$21,500$0Unrestricted
Hebrew Free Loan Assoc
4131 South Braeswood BlvdHoustonTX77025760069644501(c)(3)$20,000$0Small Business Loans
Honest Reportingcom Inc
10024 Skokie Blvd Ste 201SkokieIL60077061611859501(c)(3)$10,000$0Unrestricted
Houston Hillel Inc
1700 BissonnetHoustonTX77005760684042501(c)(3)$160,000$0General Support
Houston Jewish Community Fndn
5603 S Braeswood BlvdHoustonTX77096760187329501(c)(3)$10,600$0Segal College & Special Project
Houston Jewish Community Fndn
5603 South BraeswoodHoustonTX77096760187329501(c)(3)$210,000$0Young Adult Programming
Houston Jewish Community Fndn
5603 South BraeswoodHoustonTX77096760187329501(c)(3)$24,000$0Shabbat Limmud
Houston Jewish Community Fndn
5603 South BraeswoodHoustonTX77096760187329501(c)(3)$52,875$0Chaplaincy
Houston Jewish Community Fndn
5603 South BraeswoodHoustonTX77096760187329501(c)(3)$62,633$0PJ Library
Houston Jewish Community Fndn
5603 South BraeswoodHoustonTX77096760187329501(c)(3)$778,537$0JFS Financial Assist Endwmnt
Interfaith Ministries for Gr
3217 Montrose BlvdHoustonTX77006741488102501(c)(3)$6,000$0Operating Funds
Israel Help Organization Inc
11271 Alumni WayJacksonvilleFL32246203979417501(c)(3)$50,000$0Services for Families at Risk
JCC Association of N Amer
520 Eighth Ave 4th FloorNew YorkNY10018135599486501(c)(3)$15,000$0Operating Funds
Jewish Childrens Regional Sv
PO Box 7368MetariLA70010720408936501(c)(3)$6,000$0Operating Funds
Jewish Family Service
4131 S BraeswoodHoustonTX77025741152607501(c)(3)$257,000$0Senior/Special Needs
Jewish Family Service
4131 S BraeswoodHoustonTX77025741152607501(c)(3)$664,540$0Promise of Hope
Jewish National Fund
42 East 69th StreetNew YorkNY10021131659627501(c)(3)$500,270$0Nefesh B'Nefesh
Jewish Outreach Institute
1270 Broadway Ste 609New YorkNY10001421317696501(c)(3)$25,654$0Comm Scan/Outreach Coord
Jewish Philosopy Fund Inc
54 Running Fox RdColumbiaSC29223461182338501(c)(3)$50,000$0Herzl Institute-YngLdrshp Prog
Just One Life Inc
587 5th Ave Ste 702New YorkNY10017133533863501(c)(3)$100,000$0General Support
Leo Baeck Ed Center Fndn
3555 Timmons Ste 1440HoustonTX77027760205816501(c)(3)$134,000$0YEDA
Leo Baeck Ed Center Fndn
3555 Timmons Ste 1440HoustonTX77027760205816501(c)(3)$15,000$0Early Childhood Program
Moishe House
441 Saxony Road Barn 2EncinitasCA92024262599786501(c)(3)$41,000$0General Support
Ohr Torah Stone Insts of Isra
49 W 45th St Suite 701New YorkNY10036133275531501(c)(3)$150,000$0CJCUC
Or LDoron
567 Cedar Hill RdFar RockawayNY11691454013676501(c)(3)$100,000$0Prog for Deaf&Hearing Impaired
PEF Israel Endowmnt Funds
317 Madison AveNew YorkNY10017136104086501(c)(3)$100,000$0Avukat-Or
Robert M Beren Academy
11333 Cliffwood DrHoustonTX77035741652136501(c)(3)$178,233$0Operating Funds
Robert M Beren Academy
11333 Cliffwood DrHoustonTX77035741652136501(c)(3)$6,275$0Israel & Camp Scholarships
Save a Childs Heart Fdn
10050 Chapel Road Suite 18PotomacMD20854521783323501(c)(3)$125,320$0Pediatric Intensive Care Svcs
Sephardic Gan Toret Emet Inc
9730 HillcroftHoustonTX77096201354171501(c)(3)$103,728$0Operating Funds
Seven Acres Jewish Sr Care Sv
6200 N Braeswood BlvdHoustonTX77074741143086501(c)(3)$41,000$0Geriatric Outreach Nurse
Seven Acres Jewish Sr Care Sv
6200 N Braeswood BlvdHoustonTX77074741143086501(c)(3)$465,122$0Operating Funds
Seven Acres Jewish Sr Care Svcs
6200 N Braeswood BlvdHoustonTX77074741143086501(c)(3)$22,133$0Unrestricted
Texas Hillel Foundation
2105 San Antonio StAustinTX78705521758802501(c)(3)$69,825$0General Support
The Am Friends of Migdal Ohr
1560 Broadway Suite 807New YorkNY10036133389558501(c)(3)$55,000$0Children's housing & education
The Hillel at Texas A&M
505 University Dr EastCollege StationTX77840741398514501(c)(3)$26,000$0General Support
The Jewish Federations of NA
25 Broadway Suite 1700New YorkNY10004131624240501(c)(3)$15,000$0JAFI MASA Career Program
The Jewish Federations of NA
25 Broadway Suite 1700New YorkNY10004131624240501(c)(3)$11,186$0Multiple Programs
The Jewish Federations of NA
25 Broadway Suite 1700New YorkNY10004131624240501(c)(3)$120,000$0JAFI-Victims of Terror
The Jewish Federations of NA
25 Broadway Suite 1700New YorkNY10004131624240501(c)(3)$162,000$0Yoseftal-Dado
The Jewish Federations of NA
25 Broadway Suite 1700New YorkNY10004131624240501(c)(3)$169,424$0Israel Emergency Funds
The Jewish Federations of NA
25 Broadway Suite 1700New YorkNY10004131624240501(c)(3)$24,000$0Birthright Israel
The Jewish Federations of NA
25 Broadway Suite 1700New YorkNY10004131624240501(c)(3)$250,000$0JAFI-Immigration & Absorption
The Jewish Federations of NA
25 Broadway Suite 1700New YorkNY10004131624240501(c)(3)$300,349$0Fair Share-Operating Exps
The Jewish Federations of NA
25 Broadway Suite 1700New YorkNY10004131624240501(c)(3)$309,613$0JDC- Basic Needs
The Jewish Federations of NA
25 Broadway Suite 1700New YorkNY10004131624240501(c)(3)$55,000$0Hadassah Neurim
The Jewish Federations of NA
25 Broadway Suite 1700New YorkNY10004131624240501(c)(3)$75,000$0Leo Baeck Education Cntr Fndn
The Jewish Federations of NA
25 Broadway Suite 1700New YorkNY10004131624240501(c)(3)$759,000$0JAFI-Unrestricted
The Koby Mandell Fndn Inc
366 Pearsall Ave Ste 1CedarhurstNY11516912169027501(c)(3)$53,719$0Camp Koby
The Shlenker School
5600 North Braeswood BlvdHoustonTX77096760686559501(c)(3)$111,375$0Operating Funds
Tikva Corp
475 10th Ave 9th FloorNew YorkNY10018223779212501(c)(3)$11,000$0Unrestricted
Torah Day School
10900 FondrenHoustonTX77096237278350501(c)(3)$79,863$0Operating Funds
Union for Ref Judaism-Greene
1192 Smith LaneBrucevilleTX76630131663143501(c)(3)$11,950$0Camp Scholarships
Union for Ref Judaism-Greene
1192 Smith LaneBrucevilleTX76630131663143501(c)(3)$8,000$0Social Media
Womens Intl Zionist Org
1150 Kane Concourse 5th FloorBay Harbor IslaFL33154133041381501(c)(3)$50,000$0Education & Welfare
World ORT Inc
1745 Broadway 17th FloorNew YorkNY10019061669917501(c)(3)$100,000$0Vocational Training
World ORT Inc
1745 Broadway 17th FloorNew YorkNY10019061669917501(c)(3)$46,000$0General Support
Zecher Avrohom Inc
1715 51st StreetBrooklynNY11204263744888501(c)(3)$75,000$0Support for At-Risk Families
FieldValueIRS element (for citing)
Total501c3 Org89Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
Israel Trip and Camp Scholarships99$75,350
Teacher grants13$4,500

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Additional Supplemental InformationThe 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 UsedThe 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; Aid people with special needs.There is no additional monitoring once grants have been awarded.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelYes (X)FirstClassOrCharterTravelInd
Payments For Use Of ResidenceYes (X)PaymentsForUseOfResidenceInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd
Rebuttable Presumption ProcfalseRebuttablePresumptionProcInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmt
Lee Wunsch
President & CEO$294,427$46,862$22,337$363,626
Mary Ward-Hecksel
Sr. VP/CFO$141,556$9,315$10,927$161,798
Suzanne Jacobson
Sr. VP Develop.$140,455$9,347$11,411$161,213

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Line 1a: Relevant information in regards to selections on 1a.FormAndLineReferenceDesc
ExplanationThe Federation pays $41 per month 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 for first-class travel expenses of Lee Wunsch which was not treated as taxable compensation because they were deemed to be expenses relating to his services provided to the Federation.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part III, Line 4d: Other Program Services DescriptionOTHER PROGRAM SERVICES 4: Community Relations Committee (CRC) programs focus on education and information on domestic and international issues directly impacting the Jewish community.
Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, EtElyse Kalmans and Naomi Warren have a family relationship.Elyse Kalmans and Arturo Karakowsky have a business relationship.Nat Levy and Denis Braham have a business relationship.Nat Levy and Sandra Finkelman have a business relationship.Nat Levy and David Hess have a business relationship.Nat Levy and Jacob Leon have a business relationship.Nat Levy and Haya Varon have a business relationship.Nat Levy and Lee Wunsch have a business relationship.Nat Levy and Mary Ward-Hecksel have a business relationship.Russ Robinson and Joe Kaplan have a business relationship.Dolores Wilkenfeld and Mark Brookner have a business relationship.Lee Wunsch and Jacob Leon have a business relationship.
Form 990, Part VI, Line 11b: Form 990 Review ProcessThe 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 ConflictsA 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 ManagementThe 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 EmployeesThe 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 AvailableUpon request.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (7 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Controlled OrganizationControlledOrganizationInd
Houston Jewish Community Fdn
5603 South Braeswood BlvdHoustonTX77096760187329Support the Jewish Federation of Gr. HouTX501(c)(3)509(a)(1)Jewish Federation of Greater HoustonYes (true)
Mary L & William J Osher Fd
5603 South Braeswood BlvdHoustonTX77096205094518Support the Jewish Federation of Gr. HouTX501(c)(3)509(a)(3) IJewish Federation of Greater HoustonYes (true)
The Becker Family Foundation
5603 South Braeswood BlvdHoustonTX77096760560995Support the Jewish Federation of Gr. HouTX501(c)(3)509(a)(3) IJewish Federation of Greater HoustonYes (true)
Alan F & Diane R Levin Fd
5603 South Braeswood BlvdHoustonTX77096760613294Support the Jewish Federation of Gr. HouTX501(c)(3)509(a)(3) IJewish Federation of Greater HoustonYes (true)
The Rauch Foundation
5603 South Braeswood BlvdHoustonTX77096760300344Support the Jewish Federation of Gr. HouTX501(c)(3)509(a)(3) IJewish Federation of Greater HoustonYes (true)
The Samuels Foundation
5603 South Braeswood BlvdHoustonTX77096760207517Support the Jewish Federation of Gr. HouTX501(c)(3)509(a)(3) IJewish Federation of Greater HoustonYes (true)
Donald & Martha Kaplan Freedman Fd
5603 S Braeswood BlvdHoustonTX77096455449056Support the Houston Jewish Community FdTX501(c)(3)509(a)(3) IHouston Jewish Community FoundationYes (true)

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Entity TypeEntityTypeTxtControlled OrganizationControlledOrganizationInd
M & J Robinson CRAT
5603 South Braeswood BlvdHoustonTX77096766103916Remdr TrustTXHJCFTrustfalse
Extremis Corporation
5603 South Braeswood BlvdHoustonTX77096760492189DormantTXHJCFC corpfalse
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (true)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (true)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (5 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
Houston Jewish Community Fdn
b$1,138,781Cash
Houston Jewish Community Fdn
c$2,519,189Cash
Mary L & William J Osher Fd
c$36,000Cash
The Becker Family Foundation
c$25,000Cash
Alan F & Diane R Levin Fd
c$10,000Cash

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