JEWISH FEDERATION OF GREATER HOUSTON: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- JEWISH FEDERATION OF GREATER HOUSTON (EIN 74-1109654)
- Tax period
- 2010-09-01 to 2011-08-31
- Filed
- 2012-07-13
- IRS object ID
- 201201959349301055
- Schema version
- 2010v3.2
- 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 C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-07-13T13:39:55-07:00 | Timestamp |
| Tax Period End Date | 2011-08-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Blazek & Vetterling | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 Weslayan Suite 200 | AddressLine1 |
| City | Houston | City |
| State | TX | State |
| ZIP Code | 770275132 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-09-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 741109654 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jewish Federation of Greater Houston | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JEWI | NameControl |
| Phone | 7137297000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5603 South Braeswood Blvd | AddressLine1 |
| City | Houston | City |
| State | TX | State |
| ZIP Code | 77096 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Mary Ward-Hecksel | Name |
| Title | Sr. VP / CFO | Title |
| Date Signed | 2012-07-13 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Jody Blazek | Name |
| Phone | 7134395739 | Phone |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Lee Wunsch | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5603 South Braeswood | AddressLine1 |
| City | Houston | City |
| State | TX | State |
| ZIP Code | 77096 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 20583033 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| All Affiliates Included | false | AllAffiliatesIncluded |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.houstonjewish.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1936 | YearFormation |
| State Legal Domicile | TX | StateLegalDomicile |
| Activity Or Mission Description | Jewish Federation takes a leadership approach to overseeing programs and services that invigorate and promote the Jewish community by collaborating with worthy organizations, evaluating needs, raising funds, investing in initiatives, and communicating with the public. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 98 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 97 | NbrIndependentVotingMembers |
| Total Nbr Employees | 40 | TotalNbrEmployees |
| Total Nbr Volunteers | 200 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 19116677 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 20381288 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 181372 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 186094 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 12386 | InvestmentIncomePriorYear |
| Investment Income Current Year | 15651 | InvestmentIncomeCurrentYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 19310435 | TotalRevenuePriorYear |
| Total Revenue Current Year | 20583033 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 15211669 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 14730395 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 2176816 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 2283455 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1252901 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1104892 | OtherExpensePriorYear |
| Other Expenses Current Year | 1569962 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 18493377 | TotalExpensesPriorYear |
| Total Expenses Current Year | 18583812 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 817058 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1999221 | RevenuesLessExpensesCY |
| Total Assets BOY | 7667958 | TotalAssetsBOY |
| Total Assets EOY | 9551606 | TotalAssetsEOY |
| Total Liabilities BOY | 5241269 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 5119960 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 2426689 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 4431646 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | The Jewish Federation of Greater Houston (JFGH) leads and mobilizes the Jewish community by supporting the most impactful organizations, programs and individuals who embrace Jewish living through participation and philanthropy. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 14762285 | Expense |
| Grants | 14730395 | Grants |
| Revenue | 131094 | Revenue |
| Description | The most significant ways the Jewish Federation of Greater Houston makes a difference in Jewish lives is through our annual community-wide fundraising effort, the Federation Annual Campaign. Money raised through the Campaign benefits millions of Jewish people in need-here in Houston, across the United States, in Israel, in Argentina, in the Former Soviet Union, in Ethiopia, and in nearly 60 other countries around the world by granting funds to organizations to accomplish the following:Feeding the hungry Educating the young Caring for the old Comforting the sick Counseling the troubled Rescuing the oppressed Calming the frightened Providing a voice for those unable to speak for themselves Offering vital assistance to those unable to meet their own basic needs | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 635635 | Expense |
| Revenue | 37804 | Revenue |
| Description | Bureau of Jewish Education (BJE) nurtures the continuity and quality of Jewish life in the Greater Houston area by fostering and strengthening life - long Jewish learning. The BJE 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. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 416499 | Expense |
| Description | Community Mission to Israel Trip - The goal of the mission trip is to focus on travel to Israel for educational and informational purposes and to build Jewish identity and connections with the Houston Jewish Community and the state of Israel. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 417812 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 17196 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 16232231 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | false | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 45 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 40 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Form990-T Filed | false | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Form8886 T Filed | false | Form8886TFiled |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Non Deductible Disclosure | false | NonDeductibleDisclosure |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 0 | NumberOf8282Filed |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Filed Lieu1041 | false | FiledLieu1041 |
| Licensed More Than One State | false | LicensedMoreThanOneState |
| Indoor Tanning Services | false | IndoorTanningServices |
| Form720 Filed | false | Form720Filed |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 98 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 97 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | true | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Policies Reference Chapters | false | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedure |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Mary Ward-Hecksel | NamePerson |
| Telephone Number | 7137297000 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5603 South Braeswood | AddressLine1 |
| City | Houston | City |
| State | TX | State |
| ZIP Code | 77096 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (102 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| Vikki Evans | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Vicky Richker | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Tracy Stein | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Terry Gardner | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Suzanne Jacobson | |||||||
| Sr. VP Dev | 40.00 | 130090 | 0 | 19028 | X | ||
| Steve Tobias | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Steve Finkelman | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Stephen Kaufman | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Stephen Breslauer | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Stephanie Beasley | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Shira Yoshor | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Sarah Braham | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Sanford Weiner | |||||||
| Secretary | 1.00 | X | 0 | 0 | 0 | X | |
| Sandra Weiner | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Sandra Finkelman | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Sam Stolbun | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Ron Moses | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Robyn Shkolnick | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Robert Lapin | |||||||
| Vice Chair | 1.00 | X | 0 | 0 | 0 | X | |
| Robert L Levy | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Rob Shoss | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Richard Stein | |||||||
| Vice Chair | 1.00 | X | 0 | 0 | 0 | X | |
| Raquel Goldberg | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Rabbi Steven Morgen | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Rabbi Mark Miller | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Rabbi Joseph Radinsky | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Rabbi Barry Gelman | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Paula Pozmantier | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Noel Graubart | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Nat Levy | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Naomi Warren | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Nancy Lerner | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Nada Chandler | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Mindy Mitzner | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Milton Frankfort | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Michael Rubenstein | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Michael Levy | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Mary Ward-Hecksel | |||||||
| Sr. VP / CFO | 40.00 | 131434 | 0 | 19020 | X | ||
| Martha Kaplan Freedman | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Marshall Levit | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Marla Feldman | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Mark Brookner | |||||||
| Vice Chair | 1.00 | X | 0 | 0 | 0 | X | |
| Livingston Kosberg | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Linda Freedman Block | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Leonard Goldstein | |||||||
| Chairman | 10.00 | X | 0 | 0 | 0 | X | |
| Lee Wunsch | |||||||
| President & CEO | 40.00 | 232953 | 0 | 39282 | X | ||
| Larry Reader | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Kenneth Arfa | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Kelli Cohen Fein MD | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| John Hess | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| John Goott | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Joel Spira | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Joe L Williams | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Joe Kaplan | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Jill Levy | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Jacob Leon | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Irving Pozmantier | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Howard W Feldman | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Haya Varon | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Glenn L Lowenstein | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Gil Melman | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Gerald Merfish | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Fred Levine | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Franklin Harberg | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Frances Friedman | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Etan Mirwis | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Esther Polland | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Eric Mayer | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Elyse Kalmans | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Ellen Trachtenberg | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Elizabeth Grzebinski | |||||||
| Asst. Secretary | 1.00 | X | 0 | 0 | 0 | X | |
| Elaine Kellerman | |||||||
| Dir Bureau Jew Edu | 40.00 | 119648 | 0 | 18327 | X | ||
| Elaine Epstein | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Eileen Weisman | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Ed Schreiber | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Donald Brodsky | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Dolores Wilkenfeld | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Denis Braham | |||||||
| Treasurer | 1.00 | X | 0 | 0 | 0 | X | |
| Debra Cohen | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| David E Hess | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| David C Morris | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| David Barish | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Daniel Trachtenberg | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Dan C Steiner | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Carol Goldberg | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Buster Freedman | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Buster Feldman | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Burton Bluestone | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Bryan Leibman | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Brian Goldstein | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Bernard Weingarten | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Benjamin S Warren | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Ben Rosenberg | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Ben Guefen | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Basil Joffe | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Barry Lewis | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Arturo Karakowsky | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Arthur Schechter | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Ann Kaufman | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Amy Krost | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Alan Rosen | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Alan Eisenman | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 614125 | TotalReportableCompFromOrg |
| Total Other Compensation | 95657 | TotalOtherCompensation |
| Number Individuals GT100 K | 4 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Related Organizations | 2781605 | RelatedOrganizations |
| Government Grants | 32559 | GovernmentGrants |
| All Other Contributions | 17567124 | AllOtherContributions |
| Total Contributions | 20381288 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| YAD programs | 900099 | 17196 | 17196 |
| Campaign events/other | 900099 | 131094 | 131094 |
| BJE programs | 900099 | 37804 | 37804 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 186094 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 15651 | TotalRevenueColumn |
| Exclusion | $15,651 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 20583033 | TotalRevenueColumn |
| Related Or Exempt Function Income | 186094 | RelatedOrExemptFunctionIncome |
| Exclusion | $15,651 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14686695 | Total |
| Program Services | 14686695 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43700 | Total |
| Program Services | 43700 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 571809 | Total |
| Program Services | 171543 | ProgramServices |
| Management And General | 228724 | ManagementAndGeneral |
| Fundraising | 171542 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1161977 | Total |
| Program Services | 362715 | ProgramServices |
| Management And General | 404942 | ManagementAndGeneral |
| Fundraising | 394320 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 71393 | Total |
| Program Services | 25965 | ProgramServices |
| Management And General | 10567 | ManagementAndGeneral |
| Fundraising | 34861 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 155399 | Total |
| Program Services | 32660 | ProgramServices |
| Management And General | 89542 | ManagementAndGeneral |
| Fundraising | 33197 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 322877 | Total |
| Program Services | 121778 | ProgramServices |
| Management And General | 48574 | ManagementAndGeneral |
| Fundraising | 152525 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9379 | Total |
| Management And General | 9379 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24006 | Total |
| Management And General | 24006 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 94548 | Total |
| Program Services | 24151 | ProgramServices |
| Management And General | 35083 | ManagementAndGeneral |
| Fundraising | 35314 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 89290 | Total |
| Program Services | 4545 | ProgramServices |
| Management And General | 65960 | ManagementAndGeneral |
| Fundraising | 18785 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 150921 | Total |
| Program Services | 17870 | ProgramServices |
| Management And General | 65363 | ManagementAndGeneral |
| Fundraising | 67688 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 57848 | Total |
| Program Services | 14079 | ProgramServices |
| Management And General | 19825 | ManagementAndGeneral |
| Fundraising | 23944 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19862 | Total |
| Program Services | 1606 | ProgramServices |
| Management And General | 15536 | ManagementAndGeneral |
| Fundraising | 2720 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 62604 | Total |
| Program Services | 7552 | ProgramServices |
| Management And General | 33002 | ManagementAndGeneral |
| Fundraising | 22050 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10255 | Total |
| Management And General | 10255 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22118 | Total |
| Program Services | 4454 | ProgramServices |
| Management And General | 10104 | ManagementAndGeneral |
| Fundraising | 7560 | Fundraising |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Program expenses | 712227 | 712227 | ||
| Other expenses | 30392 | 691 | 27733 | 1968 |
| Campaign programs | 286512 | 85 | 286427 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18583812 | Total |
| Program Services | 16232231 | ProgramServices |
| Management And General | 1098680 | ManagementAndGeneral |
| Fundraising | 1252901 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 327 | BOY |
| EOY | 492 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1996639 | BOY |
| EOY | 2086559 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5330903 | BOY |
| EOY | 7139208 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 94634 | BOY |
| EOY | 78133 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28951 | BOY |
| EOY | 40965 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1207833 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1077084 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 141004 | BOY |
| EOY | 130749 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 75500 | BOY |
| EOY | 75500 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7667958 | BOY |
| EOY | 9551606 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 274251 | BOY |
| EOY | 174946 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4954981 | BOY |
| EOY | 4932977 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12037 | BOY |
| EOY | 12037 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5241269 | BOY |
| EOY | 5119960 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2331520 | BOY |
| EOY | 3010857 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 95169 | BOY |
| EOY | 1420789 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2426689 | BOY |
| EOY | 4431646 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7667958 | BOY |
| EOY | 9551606 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1999221 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 5736 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
| Federal Grant Audit Performed | false | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 11775884 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 15305040 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 20941347 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 19116677 | CurrentTaxYearMinus1Year |
| Current Tax Year | 20381288 | CurrentTaxYear |
| Total | 87520236 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 11775884 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 15305040 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 20941347 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 19116677 | CurrentTaxYearMinus1Year |
| Current Tax Year | 20381288 | CurrentTaxYear |
| Total | 87520236 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 16506386 | AmountsSubstContributorsTotal |
| Public Support Total170 | 71013850 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 132633 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 71771 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 11265 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 19095 | CurrentTaxYearMinus1Year |
| Current Tax Year | 15651 | CurrentTaxYear |
| Total | 250415 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 87770651 | TotalSupport |
| Gross Receipts From Admissions Etc | 1012756 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.80910 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.89240 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form4720 Filed4955 Tax | false | Form4720Filed4955Tax |
| Correction Made | false | CorrectionMade |
| Volunteers | true | Volunteers |
| Paid Staff Or Management | true | PaidStaffOrManagement |
| Media Advertisements | false | MediaAdvertisements |
| Mailings Members | true | MailingsMembers |
| Mailings Members | $170 | MailingsMembersAmount |
| Publications Or Broadcast | false | PublicationsOrBroadcast |
| Grants Other Organizations | false | GrantsOtherOrganizations |
| Direct Contact Legislators | true | DirectContactLegislators |
| Direct Contact Legislators | $34,216 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | false | RalliesDemonstrations |
| Other Activities | true | OtherActivities |
| Other Activities | $34,303 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 68689 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | false | NotDescribedIn501c3 |
| Form4720 Filed4912 Tax | false | Form4720Filed4912Tax |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part II-B, Line 1i | Identifier |
| Return Reference | Part II-B, Line 1i - Other Activities Description | ReturnReference |
| Explanation | The 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. | Explanation |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 81674559 | BeginningOfYearBalance |
| Contributions | 15141907 | Contributions |
| Investment Earnings Or Losses | 5832826 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 13576310 | GrantsOrScholarships |
| End Of Year Balance | 89072982 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 77490544 | BeginningOfYearBalance |
| Contributions | 14114975 | Contributions |
| Investment Earnings Or Losses | 3270220 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 13201180 | GrantsOrScholarships |
| End Of Year Balance | 81674559 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 82359489 | BeginningOfYearBalance |
| Contributions | 14203363 | Contributions |
| Investment Earnings Or Losses | -8294795 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 10777513 | GrantsOrScholarships |
| End Of Year Balance | 77490544 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.97590 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.02410 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | true | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 29560 | InvestmentCostOrOtherBasis |
| Book Value | 29560 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 871008 | OtherCostOrOtherBasis |
| Depreciation | 775682 | Depreciation |
| Book Value | 95326 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 194585 | OtherCostOrOtherBasis |
| Depreciation | 188722 | Depreciation |
| Book Value | 5863 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 112680 | OtherCostOrOtherBasis |
| Depreciation | 112680 | Depreciation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 130749 | TotalOfBookValueLandBuildings |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part X | Part X : FIN48 Footnote | Unrelated business income taxes are incurred in connection with the Federation's investment in partnership and subchapter S corporation interests. Payments of income taxes totaled approximately $15,000 in 2011 and $191,000 in 2010. The Federation files annual federal income returns and is subject to routine examinations of its returns. However, there are no examinations for any tax periods currently in progress. The Federation believes it is no longer subject to examinations of returns for tax periods ending before August 31, 2008. |
| Part V, Line 4 | Part V, Line 4: Intended uses of the endowment fund. | To support the mission of the Jewish Federation of Greater Houston to preserve and enrich Jewish Communal life through innovative and visionary leadership that is responsive and responsible to Jewish communities locally, nationally, in Israel, and around the world. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (2 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Total ExpendituresTotalExpenditures | Specific Services ProvidedSpecificServicesProvided |
|---|---|---|---|---|---|
| Middle East/North Africa | 0 | 0 | Investments | 75500 | |
| Middle East/North Africa | 0 | 0 | Mission trip and video | 612501 | Mission trip & video |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Amount Spent | 688001 | SubtotalAmountSpent |
| Total Amount Spent | 688001 | TotalAmountSpent |
| No Recipient Over5 K | X | NoRecipientOver5K |
| Transfer To Foreign Corp | false | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | false | OwnForeignCorp |
| Passive Foreign Invest Co | false | PassiveForeignInvestCo |
| Foreign Partnership | false | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (90 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|---|
| Womens Intl Zionist Organization | ||||||||
| 1150 Kane Concourse 5th Floor | Bay Harbor | FL | 33154 | 133041381 | 501(c)3 | 100000 | 0 | Nir Haemek Youth Village |
| United Soup Kitchens Inc | ||||||||
| 700 Broadway | New York | NY | 10003 | 200042618 | 501(c)3 | 75000 | 0 | Food Crates for Needy |
| TX Frnds of Chabad Lub | ||||||||
| 10900 Fondren | Houston | TX | 77096 | 237278350 | 501(c)3 | 39771 | 0 | Operating Funds |
| The Shlenker School | ||||||||
| 5600 North Braeswood Blvd | Houston | TX | 77096 | 760686559 | 501(c)3 | 84910 | 0 | Operating Funds |
| The Koby Mandell Foundation Inc | ||||||||
| 366 Pearsall Ave Ste 1 | Cedarhurst | NY | 11516 | 912169027 | 501(c)3 | 50000 | 0 | Camp-Chldr-Terror/Trgdy |
| The Jewish Federations of NA | ||||||||
| 25 Broadway Suite 1700 | New York | NY | 10004 | 131624240 | 501(c)3 | 5614 | 0 | Yoseftal-Dado Matnas |
| The Jewish Federations of NA | ||||||||
| 25 Broadway Suite 1700 | New York | NY | 10004 | 131624240 | 501(c)3 | 50000 | 0 | JAFI-Nativ |
| The Jewish Federations of NA | ||||||||
| 25 Broadway Suite 1700 | New York | NY | 10004 | 131624240 | 501(c)3 | 45118 | 0 | MASA |
| The Jewish Federations of NA | ||||||||
| 25 Broadway Suite 1700 | New York | NY | 10004 | 131624240 | 501(c)3 | 450000 | 0 | Aliyah |
| The Jewish Federations of NA | ||||||||
| 25 Broadway Suite 1700 | New York | NY | 10004 | 131624240 | 501(c)3 | 400000 | 0 | Barzilai Med Ctr |
| The Jewish Federations of NA | ||||||||
| 25 Broadway Suite 1700 | New York | NY | 10004 | 131624240 | 501(c)3 | 250000 | 0 | JAFI-Kiryat YA Cntr |
| The Jewish Federations of NA | ||||||||
| 25 Broadway Suite 1700 | New York | NY | 10004 | 131624240 | 501(c)3 | 250000 | 0 | JAFI-Ben YYV |
| The Jewish Federations of NA | ||||||||
| 25 Broadway Suite 1700 | New York | NY | 10004 | 131624240 | 501(c)3 | 25000 | 0 | JDC-Chld Hlp FSU |
| The Jewish Federations of NA | ||||||||
| 25 Broadway Suite 1700 | New York | NY | 10004 | 131624240 | 501(c)3 | 23134 | 0 | JAFI-Forest Fire Rlf -Isrl |
| The Jewish Federations of NA | ||||||||
| 25 Broadway Suite 1700 | New York | NY | 10004 | 131624240 | 501(c)3 | 2262618 | 0 | Annual Support |
| The Jewish Federations of NA | ||||||||
| 25 Broadway Suite 1700 | New York | NY | 10004 | 131624240 | 501(c)3 | 20000 | 0 | Szarvas |
| The Jewish Federations of NA | ||||||||
| 25 Broadway Suite 1700 | New York | NY | 10004 | 131624240 | 501(c)3 | 20000 | 0 | JDC-Yng Ldrshp-FSU |
| The Jewish Federations of NA | ||||||||
| 25 Broadway Suite 1700 | New York | NY | 10004 | 131624240 | 501(c)3 | 20000 | 0 | JDC-Hillel in FSU |
| The Jewish Federations of NA | ||||||||
| 25 Broadway Suite 1700 | New York | NY | 10004 | 131624240 | 501(c)3 | 20000 | 0 | JAFI-Camping in Ukraine |
| The Jewish Federations of NA | ||||||||
| 25 Broadway Suite 1700 | New York | NY | 10004 | 131624240 | 501(c)3 | 18000 | 0 | JDC-Building Leadership |
| The Jewish Federations of NA | ||||||||
| 25 Broadway Suite 1700 | New York | NY | 10004 | 131624240 | 501(c)3 | 150000 | 0 | Afikim |
| The Jewish Federations of NA | ||||||||
| 25 Broadway Suite 1700 | New York | NY | 10004 | 131624240 | 501(c)3 | 11767 | 0 | Israel Emergency |
| The Jewish Federations of NA | ||||||||
| 25 Broadway Suite 1700 | New York | NY | 10004 | 131624240 | 501(c)3 | 10000 | 0 | JAFI-Yth Empwrmnt |
| The Jewish Federations of NA | ||||||||
| 25 Broadway Suite 1700 | New York | NY | 10004 | 131624240 | 501(c)3 | 10000 | 0 | JAFI- Ldrship Devlpmnt |
| The Elie Wiesel Fndn for Humanity | ||||||||
| 555 Madison Avenue 20th Floor | New York | NY | 10022 | 133398151 | 501(c)3 | 250000 | 0 | Annual Support |
| Seven Acres Jewish Sr Care Svcs | ||||||||
| 6200 N Braeswood Blvd | Houston | TX | 77074 | 741143086 | 501(c)3 | 465122 | 0 | Operating Funds |
| Seven Acres Jewish Sr Care Svcs | ||||||||
| 6200 N Braeswood Blvd | Houston | TX | 77074 | 741143086 | 501(c)3 | 39000 | 0 | Unrestricted |
| Save a Childs Heart Foundation | ||||||||
| 10050 Chapel Road Suite 18 | Potomac | MD | 20854 | 521783323 | 501(c)3 | 250000 | 0 | Annual Support |
| Robert M Beren Academy | ||||||||
| 11333 Cliffwood Dr | Houston | TX | 77035 | 741652136 | 501(c)3 | 119846 | 0 | Operating Funds |
| PEF Israel Endowmnt Funds Inc | ||||||||
| 317 Madison Ave | New York | NY | 10017 | 136104086 | 501(c)3 | 100250 | 0 | Rehab/Treatment Center |
| PEF Israel Endowmnt Funds Inc | ||||||||
| 317 Madison Ave | New York | NY | 10017 | 136104086 | 501(c)3 | 100000 | 0 | Israel Law Cntr-Annual Support |
| One Family Fund | ||||||||
| 1029 Teaneck Road Suite 3B | Teaneck | NJ | 07666 | 113585917 | 501(c)3 | 100000 | 0 | Victims of Terror |
| Ohr Torah Stone Insts of Israel | ||||||||
| 49 W 45th St Suite 701 | New York | NY | 10036 | 133275531 | 501(c)3 | 250000 | 0 | New Construction |
| New Israel Fund | ||||||||
| 1101 14th St NW 6th Floor | Washington | DC | 20001 | 942607722 | 501(c)3 | 10000 | 0 | Unrestricted |
| National Council of Young Israel | ||||||||
| 111 John St Rm 450 | New York | NY | 10038 | 133617102 | 501(c)3 | 150000 | 0 | Judaic Pgrm-Hearing Imp |
| Mickey Leland Kibbutzim Internship Found | ||||||||
| 1400 Post Oak Blvd Suite 500 | Houston | TX | 77056 | 742119190 | 501(c)3 | 60000 | 0 | Kibbutzim Internship |
| Leo Baeck Ed Center Foundation | ||||||||
| 3555 Timmons Ste 1440 | Houston | TX | 77027 | 760205816 | 501(c)3 | 6000 | 0 | Young Ambassadors Program |
| Leo Baeck Ed Center Foundation | ||||||||
| 3555 Timmons Ste 1440 | Houston | TX | 77027 | 760205816 | 501(c)3 | 100000 | 0 | Auditorium Construction |
| Keren-Or Inc | ||||||||
| 350 Seventh AveSuite 701 | New York | NY | 10001 | 135655186 | 501(c)3 | 100000 | 0 | Rehab/Treatment Center |
| Just One Life Inc | ||||||||
| 587 5TH Ave Ste 702 | New York | NY | 10017 | 133533863 | 501(c)3 | 100000 | 0 | Annual Support |
| Jewish Heritage Fndn Intl Inc | ||||||||
| 1310 48TH Street | Brooklyn | NY | 11219 | 522334845 | 501(c)3 | 400000 | 0 | Constr. Emerg. Med Cntr |
| Jewish Federation of Gr Dallas | ||||||||
| 7800 North Haven Road | Dallas | TX | 75230 | 750800654 | 501(c)3 | 130000 | 0 | Hillel Consortium |
| Jewish Family Service | ||||||||
| 4131 S Braeswood | Houston | TX | 77025 | 741152607 | 501(c)3 | 50000 | 0 | Alexander Institute |
| Jewish Family Service | ||||||||
| 4131 S Braeswood | Houston | TX | 77025 | 741152607 | 501(c)3 | 233285 | 0 | Operating Funds |
| Jewish Family Service | ||||||||
| 4131 S Braeswood | Houston | TX | 77025 | 741152607 | 501(c)3 | 180740 | 0 | Employmnt & Transport |
| Jewish Family Service | ||||||||
| 4131 S Braeswood | Houston | TX | 77025 | 741152607 | 501(c)3 | 125036 | 0 | Safety Net Aid |
| Jewish Family Service | ||||||||
| 4131 S Braeswood | Houston | TX | 77025 | 741152607 | 501(c)3 | 12000 | 0 | Alexander Inst-Spc Nds Nrse |
| Jewish Family Service | ||||||||
| 4131 S Braeswood | Houston | TX | 77025 | 741152607 | 501(c)3 | 100000 | 0 | Psychiatry & LCSW Staff |
| Jewish Community Center of Hou | ||||||||
| 5601 S Braeswood Blvd | Houston | TX | 77096 | 741198298 | 501(c)3 | 750571 | 0 | Operating Funds |
| Jewish Community Center of Hou | ||||||||
| 5601 S Braeswood Blvd | Houston | TX | 77096 | 741198298 | 501(c)3 | 30000 | 0 | Meals on Wheels |
| Jewish Community Center of Hou | ||||||||
| 5601 S Braeswood Blvd | Houston | TX | 77096 | 741198298 | 501(c)3 | 17450 | 0 | Maccabi Games & Artsfest |
| Jewish Community Center of Hou | ||||||||
| 5601 S Braeswood Blvd | Houston | TX | 77096 | 741198298 | 501(c)3 | 10000 | 0 | Unrestricted |
| Jewish Childrens Regional Svc | ||||||||
| P O Box 7368 | Metari | LA | 70010 | 720408936 | 501(c)3 | 5258 | 0 | Operating Funds |
| Israel Help Organization Inc | ||||||||
| 7883 Chase Meadows Dr E | Jacksonville | FL | 32256 | 203979417 | 501(c)3 | 50000 | 0 | Kitchen construction |
| Interfaith Ministries for Gr Hous | ||||||||
| 3217 Montrose Blvd | Houston | TX | 77006 | 741488102 | 501(c)3 | 6134 | 0 | Operating Funds |
| Houston Jewish Community Fndn | ||||||||
| 5603 South Braeswood | Houston | TX | 77096 | 760187329 | 501(c)3 | 215000 | 0 | Young Adlt Programng |
| Houston Jewish Community Fndn | ||||||||
| 5603 South Braeswood | Houston | TX | 77096 | 760187329 | 501(c)3 | 164050 | 0 | Chaplaincy |
| Houston Jewish Community Fndn | ||||||||
| 5603 South Braeswood | Houston | TX | 77096 | 760187329 | 501(c)3 | 16050 | 0 | Hbrw Union Clg Schlrshps |
| Houston Jewish Community Fndn | ||||||||
| 5603 South Braeswood | Houston | TX | 77096 | 760187329 | 501(c)3 | 11595 | 0 | Special Projects |
| Houston Jewish Community Fndn | ||||||||
| 5603 South Braeswood | Houston | TX | 77096 | 760187329 | 501(c)3 | 107460 | 0 | PJ Lib-Chdrn's Bk Clb |
| Holocaust Museum Houston Education Cente | ||||||||
| 5401 Caroline Street | Houston | TX | 77004 | 760331398 | 501(c)3 | 6000 | 0 | Unrestricted |
| Gush Etzion Foundation | ||||||||
| P O Box 1030 | Manchester | NH | 03105 | 311558409 | 501(c)3 | 150000 | 0 | Child Care Ctr Construc |
| Friends of the Isr Defense Forces | ||||||||
| 1430 Broadway Rm 1301 | New York | NY | 10018 | 133156445 | 501(c)3 | 1000000 | 0 | Nefesh B'Nefesh - Aliyah |
| Emery Weiner Cntr for Jewish Ed | ||||||||
| 9825 Stella Link | Houston | TX | 77025 | 741990541 | 501(c)3 | 191656 | 0 | Operating Funds |
| Cong Beth Shalom of Woodlands | ||||||||
| 5125 Shadow Bend Pl | The Woodlands | TX | 77381 | 760030790 | 501(c)3 | 10000 | 0 | Gesher-Outreach Program |
| Christian Friends of Israeli Comm | ||||||||
| P O Box 50833 | Colorado Springs | CO | 80949 | 412020104 | 501(c)3 | 200000 | 0 | Gush Katif Comm-Annual Support |
| Central Fund of Israel | ||||||||
| 980 Ave of the Americas 3rd Fl | New York | NY | 10018 | 132992985 | 501(c)3 | 100000 | 0 | Annual Support |
| Camp Young Judaea | ||||||||
| 9647 Hillcroft | Houston | TX | 77096 | 746063430 | 501(c)3 | 6000 | 0 | Camp Scholarships |
| Bnai Brith Youth Organization | ||||||||
| 5601 South Braeswood Blvd | Houston | TX | 77096 | 311794932 | 501(c)3 | 20000 | 0 | Operating Funds |
| Birthright Israel Foundation | ||||||||
| 33 East 33rd St 7th Floor | New York | NY | 10016 | 134092050 | 501(c)3 | 76175 | 0 | Yng Adult Trvl-Israel |
| Bikur Vizrat Cholim Inc | ||||||||
| 1221 42nd St | Brooklyn | NY | 11219 | 201572620 | 501(c)3 | 100000 | 0 | Hm Spc Needs Children |
| Beth Yeshurun Day School | ||||||||
| 4525 Beechnut | Houston | TX | 77096 | 741222268 | 501(c)3 | 83592 | 0 | Operating Funds |
| American Friends of NATAL Inc | ||||||||
| 1120 Ave of the Americas 4th Fl | New York | NY | 10036 | 201914370 | 501(c)3 | 10000 | 0 | Israel Trauma Center |
| American Friends of Migdal Ohr | ||||||||
| 1560 Broadway Suite 510 | New York | NY | 10036 | 133389558 | 501(c)3 | 500000 | 0 | Underprivileged Children |
| American Friends of Meir Panim | ||||||||
| 5316 New Utrecht Ave | Brooklyn | NY | 11219 | 201582478 | 501(c)3 | 100000 | 0 | Nutrition Center |
| Am Jewish Jnt Distribution Comm | ||||||||
| 711 Third Ave 10th Floor | New York | NY | 10017 | 131656634 | 501(c)3 | 333912 | 0 | Worldwide Welfare |
| Am Jewish Jnt Distribution Comm | ||||||||
| 711 Third Ave 10th Floor | New York | NY | 10017 | 131656634 | 501(c)3 | 250000 | 0 | Support Holocaust Srvrs |
| Am Jewish Jnt Distribution Comm | ||||||||
| 711 Third Ave 10th Floor | New York | NY | 10017 | 131656634 | 501(c)3 | 19254 | 0 | Natural Disaster Relief |
| Am Jewish Jnt Distribution Comm | ||||||||
| 711 Third Ave 10th Floor | New York | NY | 10017 | 131656634 | 501(c)3 | 167000 | 0 | Ethiopia |
| Am Frnds of Kiryat Sanz Laniado Hospital | ||||||||
| 261 West 35th StreetSte 803 | New York | NY | 10001 | 132724055 | 501(c)3 | 400000 | 0 | Hospital Construction |
| Am Frnds of Bnei Akiva Yeshivot in Israe | ||||||||
| 11 Broadway Ste 901 | New York | NY | 10004 | 526080692 | 501(c)3 | 200000 | 0 | Student Dorm |
| Am Friends of Orr Shalom Inc | ||||||||
| 11831 Minnetonka Blvd | Hopkins | MN | 55305 | 133502817 | 501(c)3 | 100000 | 0 | Care for Ethiopian Children |
| Am Friends of OR Natl Missions | ||||||||
| 579 Fifty Avenue | New York | NY | 10017 | 300208763 | 501(c)3 | 300000 | 0 | Development of the Negev |
| Am Friends of New Comm in Isr | ||||||||
| 169-10 73rd Avenue | Flushing | NY | 11366 | 311740763 | 501(c)3 | 50000 | 0 | Hadadi- Annual Support |
| Am Friends of Netanya College | ||||||||
| 270 Madison Avenue 9th Floor | New York | NY | 10016 | 133937453 | 501(c)3 | 400000 | 0 | Rabbinic Prgm & Dormitories |
| Am Friends of Leket Israel Inc | ||||||||
| 1402 Teaneck Road | Teaneck | NJ | 07666 | 208202424 | 501(c)3 | 75000 | 0 | Food Bank |
| Am Friends of Isr Emerg Aid Fund | ||||||||
| PO Box 456 | Sharon | MA | 02067 | 264515751 | 501(c)3 | 50000 | 0 | Firefighter Training |
| Am Assoc for Bikur Cholim Hospital Jerus | ||||||||
| 156 5th Avenue | New York | NY | 10010 | 237129485 | 501(c)3 | 400000 | 0 | New Construction |
| Am Assoc Ben Gurion Univ the Negev Inc | ||||||||
| 1430 Broadway 8th Floor | New York | NY | 10018 | 237270753 | 501(c)3 | 100000 | 0 | University Annual Support |
| All 4 Israel Inc | ||||||||
| 53 Dewhurst St | Staten Island | NY | 10314 | 050553417 | 501(c)3 | 50000 | 0 | Ethiopian Schlrs Pgrm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 90 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| Teen Israel Trip Scholarships | 21 | 21600 |
| Camp Scholarships | 32 | 22100 |
Form990 Schedule I Part IV Form990ScheduleIPartIV (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Grantmaker's Description of How Grants are Used | The mission of the Jewish Federation of Greater Houston is 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. The Federation supports organizations that:Provide vital assistance such as food, shelter and medical care; Educate the youth of our community; Provide senior care services & programming;Facilitate leadership development and youth engagement programming;Reconnect Jews with the Jewish community; Offer Jewish programming for young families and children; Develop Israel advocacy skills; support Israel travel for youth; Aid people with special needs |
| Additional Supplemental Information | The Jewish Federation of Greater Houston is reporting grants to the Jewish Federations of North America (JFNA) which is a 501(c)(3) domestic US 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. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Payments For Use Of Residence | X | PaymentsForUseOfResidence |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
| Rebuttable Presumption Procedure | false | RebuttablePresumptionProcedure |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Total Compensation Filing OrgTotalCompensationFilingOrg |
|---|---|---|
| Mary Ward-Hecksel | ||
| 131434 | 19020 | 150454 |
| Lee Wunsch | ||
| 232953 | 39282 | 272235 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Sch J, Part I, Line 1a | Identifier |
| Return Reference | Part I, Line 1a: Relevant information in regards to selections on 1a. | ReturnReference |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Frosch Travel | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | Owned by Dirs | Relationship |
| Amount Of Transaction | 285050 | AmountOfTransaction |
| Description Of Transaction | Travel services | DescriptionOfTransaction |
| Sharing Of Revenues | false | SharingOfRevenues |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Consolidated audit | An audit of the consolidated statements of financial position of The Jewish Federation of Greater Houston (JFED) and Affiliates was conducted for the year ended August 31, 2011. | |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | Upon request. | Form 990, Part VI, Line 19 |
| Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | The Personnel Sub-Committee of the Board consisting of the Chairman of Board, Chairman of the Budget and Finance Committee and the Chairman of the Personnel Committee is responsible for determining the compensation of the organization's officers and key employees. Officer's compensation is determined after a review of comparable data of non-profit sister agencies of similar size. | Form 990, Part VI, Line 15b |
| Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | A Conflict of Interest Statement is distributed to Board members every year and several follow ups are made. If there are conflicts of interest, they are addressed with the President and CEO and the Chair of the Board. If appropriate, after discussion, the conflict is brought before the Board. | Form 990, Part VI, Line 12c |
| Form 990, Part VI, Line 11: Form 990 Review Process | The Form is reviewed by the CFO and made available to Board members on the Federation's website, prior to filing. | Form 990, Part VI, Line 11 |
| Form 990, Part VI, Line 4: Description of Significant Changes to Organizational Documents | Entire Bylaws were rewritten, board was downsized significantly, officers were reduced from seven to five. | Form 990, Part VI, Line 4 |
| Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et | Joe Kaplan and Mark Brookner have a business relationship.Joe Kaplan and Livingston Kosberg have a business relationship.Joe Kaplan and David Morris have a business relationship.Joe Kaplan and Michael Rubenstein have a business relationship.Joe Kaplan and Ed Schreiber have a business relationship.Joe Kaplan and Joe Williams have a business relationship.Joe Kaplan and Martha Freedman have a business and family relationship.Linda Block and Martha Freedman have a family relationship.Burton Bluestone and Gerald Merfish have a business relationship.Burton Bluestone and Ed Schreiber have a business relationship.Burton Bluestone and Michael Rubenstein have a business relationship.Sarah Braham and Denis Braham have a family relationship.Mark Brookner and Livingston Kosberg have a business relationship.Mark Brookner and Dolores Wilkenfeld have a business relationship.Alan Eisenman and Dan Steiner have a business relationship.Howard Feldman and Buster Feldman have a family relationship.Sandra Finkelman and Steven Finkelman have a family relationship.Milton Frankfort and Richard Stein have a business relationship.Martha Freedman and Benjamin Warren have a business relationship.John Goott and Basil Joffee have a business relationship.John Hess and David Hess have a family relationship.Naomi Warren and Elyse Kalmans have a family relationship.Naomi Warren and Benjamin Warren have a family relationship.Stephen Kaufman and Ann Kaufman have a family relationship.Stephen Kaufman and Ben Rosenberg have a business relationship.Dolores Wilkenfeld and Livingston Kosberg have a family relationship.Dolores Wilkenfeld and Irving Pozmantier have a business relationship.Jacob Leon and Lee Wunsch have a business relationship.Jill, Nat and Michael Levy have a family relationship.Nat Levy and Denis Braham have a business relationship.Nat Levy and Sarah Braham have a business relationship.Nat Levy and Steve Breaslauer have a business relationship.Nat Levy and Vikki Evans have a business relationship.Nat Levy and Sandra Finkelman have a business relationship.Nat Levy and Steve Finkelman have a business relationship.Nat Levy and Irving Pozmantier have a business relationship.Nat Levy and Ed Schreiber have a business relationship.Nat Levy and Haya Varon have a business relationship.Nat Levy and Mary Ward-Hecksel have a business relationship.Nat Levy and Lee Wunsch have a business relationship.Irving Pozmantier and Joe Williams have a business relationship.Irving Pozmantier and Paula Pozmantier have a family relationship.Ben Rosenberg and Steve Finkelman have a business relationship.Ben Rosenberg and Martha Freedman have a business relationship.Ben Rosenberg and Noel Graubart have a business relationship.Ben Rosenberg and Joe Kaplan have a business relationship.Ben Rosenberg and Ann Kaufman have a business relationship.Ben Rosenberg and Mindy Mitzner have a business relationship.Ben Rosenberg and Joseph Radinsky have a business relationship.Ben Rosenberg and Joel Spira have a business relationship.Ben Rosenberg and Sandra Weiner have a business relationship.Daniel Trachtenberg and Ellen Trachtenberg have a family relationship. | Form 990, Part VI, Line 2 |
| Form 990, Part III, Line 4d : Other Program Services Description | OTHER PROGRAM SERVICES 4: Community Relations Committee (CRC) programs focus on education and information on domestic and international issues directly impacting the Jewish community. OTHER PROGRAM SERVICES 5: Community Mission to Israel Trip - The goal of the mission trip is to focus on travel to Israel for educational and informational purposes and to build Jewish identity and connections with the Houston Jewish Community and the state of Israel. | Form 990, Part III, Line 4d |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (6 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| The Samuels Foundation | ||||||||||
| 5603 South Braeswood Blvd | Houston | TX | 77096 | 760207517 | Supporting | TX | 501(c)(3) | 509(a)(3) 1 | Jewish Federation | true |
| The Rauch Foundation | ||||||||||
| 5603 South Braeswood Blvd | Houston | TX | 77096 | 760300344 | Supporting | TX | 501(c)(3) | 509(a)(3) 1 | Jewish Federation | true |
| The Alan F & Diane R Levin Foundation | ||||||||||
| 5603 South Braeswood Blvd | Houston | TX | 77096 | 760613294 | Supporting | TX | 501(c)(3) | 509(a)(3) 1 | Jewish Federation | true |
| The Becker Family Foundation | ||||||||||
| 5603 South Braeswood Blvd | Houston | TX | 77096 | 760560995 | Supporting | TX | 501(c)(3) | 509(a)(3) I | Jewish Federation | true |
| Mary L & William J Osher Foundation | ||||||||||
| 5603 South Braeswood Blvd | Houston | TX | 77096 | 205094518 | Supporting | TX | 501(c)(3) | 509(a)(3) I | Jewish Federation | true |
| Houston Jewish Community Fdn | ||||||||||
| 5603 South Braeswood Blvd | Houston | TX | 77096 | 760187329 | To support Jewish Federation | TX | 501(c)(3) | 509(a)(1) | Jewish Federation | true |
Form990 Schedule R Part IV Form990ScheduleRPartIV (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Minnette & Jerome Robinson CRAT | |||||||||||
| 5603 South Braeswood Blvd | Houston | TX | 77096 | 766103916 | Remainder Trust | TX | N/A | Trust | -2807 | 73197 | 1.00000 |
| Martha Ellen Kaplan Freedman CRAT | |||||||||||
| 5603 South Braeswood Blvd | Houston | TX | 77096 | 742550810 | Remainder Trust | TX | N/A | Trust | -29838 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (7 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| The Samuels Foundation | ||
| c | 85072 | cash |
| The Alan F & Diane R Levin Foundation | ||
| c | 18000 | cash |
| The Becker Family Foundation | ||
| c | 75000 | cash |
| Mary L & William J Osher Foundation | ||
| c | 912000 | cash |
| Houston Jewish Community Fdn | ||
| p | 497158 | Cash |
| Houston Jewish Community Fdn | ||
| c | 1741731 | cash |
| Houston Jewish Community Fdn | ||
| b | 514155 | cash |
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