JEWISH COMMUNITY FOUNDATION OF SOUTHERN ARIZONA: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- JEWISH COMMUNITY FOUNDATION OF SOUTHERN ARIZONA (EIN 86-0718936)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-07-20
- IRS object ID
- 201102019349300325
- 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 D
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-07-20T16:32:52-07:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DeVries CPAs of Arizona PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4349 East Fifth Street | AddressLine1 |
| City | Tucson | City |
| State | AZ | State |
| ZIP Code | 857112025 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 860718936 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Jewish Community Foundation of | BusinessNameLine1 |
| Business Name Line2 | Southern Arizona | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JEWI | NameControl |
| Phone | 5205770388 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5546 E 4th Street | AddressLine1 |
| City | Tucson | City |
| State | AZ | State |
| ZIP Code | 85711 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Bruce Beyer | Name |
| Title | Treasurer | Title |
| Date Signed | 2011-07-20 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Mike DeVries | Name |
| Phone | 5202986200 | Phone |
| 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 | Daniel Gasch | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5546 E 4th St 100 | AddressLine1 |
| City | Tucson | City |
| State | AZ | State |
| ZIP Code | 857111452 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 11026547 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| All Affiliates Included | false | AllAffiliatesIncluded |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.jcftucson.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1992 | YearFormation |
| State Legal Domicile | AZ | StateLegalDomicile |
| Activity Or Mission Description | Our mission is to encourage charitable giving, particularly endowment giving, to help ensure the continued vitality of those institutions and activities that promote Jewish identity or support a high quality of life throughout Southern Arizona and the Jewish world. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 28 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 27 | NbrIndependentVotingMembers |
| Total Nbr Employees | 11 | TotalNbrEmployees |
| Total Nbr Volunteers | 100 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -1607 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1362271 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2619706 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 109999 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 80133 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -745567 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1098464 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -30076 | OtherRevenuePriorYear |
| Other Revenue Current Year | 14376 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 696627 | TotalRevenuePriorYear |
| Total Revenue Current Year | 3812679 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 2895363 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 3292210 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 451175 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 493518 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 93302 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 349132 | OtherExpensePriorYear |
| Other Expenses Current Year | 503663 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 3695670 | TotalExpensesPriorYear |
| Total Expenses Current Year | 4289391 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -2999043 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -476712 | RevenuesLessExpensesCY |
| Total Assets BOY | 53877340 | TotalAssetsBOY |
| Total Assets EOY | 57623058 | TotalAssetsEOY |
| Total Liabilities BOY | 17715642 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 19416573 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 36161698 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 38206485 | NetAssetsOrFundBalancesEOY |
| Mission Description | JCF is an affiliated corporation of the Jewish Federation of Southern Arizona. Our mission is to encourage charitable giving, particularly endowment giving, to help ensure the continued vitality of those institutions and activities that promote Jewish identity or support a high quality of life in Southern Arizona and throughout the Jewish world, and to manage those funds received in a prudent and effective manner. To accomplish its mission the Foundation promotes the value of planned giving; works cooperatively with non-profit agencies to encourage planned giving among their own constituencies; and distributes grants to meet community needs, according to donors' wishes. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 3900828 | Expense |
| Grants | 3292210 | Grants |
| Revenue | 120396 | Revenue |
| Description | ProgramsJCF provides services for individual donors and non-profit agencies that house funds with the Foundation, including fund investment, management and reporting; field of interest research; and consultations with professional advisors. Legacy planning options include Donor Advised Endowment Funds, Bequests, Charitable Gift Annuities, Insurance Policies, and more. We manage Donor Advised Funds (non-endowed) and teen philanthropy funds (B'nai Tzedek Tucson). We sponsor educational programs on estate planning, legacy planning and funding opportunities for donors and the Jewish community at large; along with continuing education seminars for professional advisors. There were no significant changes to our programs in 2010.Objectives for Fiscal Year Beginning January 1, 20111. Continue to fund worthy programs via grants and philanthropic distributions. 2. Continue to promote endowments to support the Jewish community's institutions in perpetuity. 3. Continue to promote legacy planning and encourage donors to support the organizations they care about in perpetuity.4. An emphasis will be placed on working with local agencies to encourage planned giving among their constituencies. (See Areivim grant award under accomplishments)AccomplishmentsIn 2010, provided allocations and grants to almost 300 charitable 501(c)(3) organizations that provide health, educational, cultural and social services. Grants made from net assets totaled approximately $3.3 million dollars.Presented tax workshops and an ethics seminar to professionals in the Tucson community. We were one of five foundations from across the county to be selected to receive the prestigious "Areivim" matching grant. Areivim, a two year project, was launched the last quarter of 2010. It is a partnership between the Jewish Community Foundation of Southern Arizona and participating organizations to build endowments for the future of the Jewish community. Participants will receive incentive grants, high-quality training and support, sample marketing materials, and other services during this initiative.Our number of active volunteers is approximately 100. | Description |
| Total Program Service Expense | 3900828 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | true | 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 | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | 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 | true | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | 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 | false | 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 | 21 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 11 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Form990-T Filed | false | Form990-TFiled |
| Foreign Financial Account | true | ForeignFinancialAccount |
| Name Of Foreign Country | BD | NameOfForeignCountry |
| 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 | false | QuidProQuoContributions |
| Quid Pro Quo Disclosure | false | 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 | 28 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 27 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | 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 | false | 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 | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | The organization | NamePerson |
| Telephone Number | 5205770388 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5546 E 4th Street 100 | AddressLine1 |
| City | Tucson | City |
| State | AZ | State |
| ZIP Code | 857111452 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (39 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee |
|---|---|---|---|---|---|---|---|
| Thomas Warne | |||||||
| Vice President | 3.00 | X | X | 0 | 0 | 0 | |
| Thomas Newman | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Stuart Shatken | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Stuart Mellan | |||||||
| President-JFSA | 1.00 | X | 0 | 170932 | 27621 | ||
| Steven Sim | |||||||
| Vice President | 2.00 | X | X | 0 | 0 | 0 | |
| Myron Rottenstein | |||||||
| Vice President | 2.00 | X | X | 0 | 0 | 0 | |
| Murray Brilliant | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Michael Miron | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Martha Sampson | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Marc Tischler | |||||||
| Trustee | 3.00 | X | 0 | 0 | 0 | ||
| Linda Tumarkin | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Lawrence Haas | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Larry Gellman | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Koreen Johannessen | |||||||
| Vice President | 3.00 | X | X | 0 | 0 | 0 | |
| Keri Silvyn | |||||||
| Vice President | 3.00 | X | X | 0 | 0 | 0 | |
| Karen Faitelson | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Jerry Neuman | |||||||
| Past President | 3.00 | X | X | 0 | 0 | 0 | |
| Jeremy Sohn | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Jeremy Lite | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Jennifer Miller Grant | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Jennifer Cassius | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Jeffery Katz | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Jeff Jacobson | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Jane Ash | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Jami Gan | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| James Whitehill | |||||||
| VP/Secretary | 1.00 | X | X | 0 | 0 | 0 | |
| Howard Polster | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Harold Bongarten | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Gail Mordka | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Esther Sherberg | |||||||
| Trustee | 2.00 | X | 0 | 0 | 0 | ||
| Daniel Gasch | |||||||
| President | 5.00 | X | X | 0 | 0 | 0 | |
| Dana Adler | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Carol Karsch | |||||||
| Executive Direc | 40.00 | 111667 | 0 | 17330 | X | ||
| Bruce Beyer | |||||||
| Treasurer | 3.00 | X | X | 0 | 0 | 0 | |
| Brina Grusin | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Brenna Lacey | |||||||
| Trustee | 3.00 | X | 0 | 0 | 0 | ||
| Barry Friedman | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Ann Goldfein | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Andrew Briefer | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 111667 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 170932 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 44951 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 12000 | FundraisingEvents |
| All Other Contributions | 2607706 | AllOtherContributions |
| Noncash Contributions | 1325539 | NoncashContributions |
| Total Contributions | 2619706 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Admin Fees/Other | Description |
| Total Revenue Column | 80133 | TotalRevenueColumn |
| Related Or Exempt Function Income | 80133 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 80133 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1103831 | TotalRevenueColumn |
| Exclusion | $1,103,831 | 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 |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 10176 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 10176 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 10176 | TotalRevenueColumn |
| Exclusion | $10,176 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 7184438 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 7189805 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -5367 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -5367 | TotalRevenueColumn |
| Exclusion | -$5,367 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 28263 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 12000 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 24063 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4200 | TotalRevenueColumn |
| Exclusion | $4,200 | ExclusionAmount |
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 | 3812679 | TotalRevenueColumn |
| Related Or Exempt Function Income | 80133 | RelatedOrExemptFunctionIncome |
| Exclusion | $1,112,840 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3292210 | Total |
| Program Services | 3292210 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
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 | 130151 | Total |
| Program Services | 66884 | ProgramServices |
| Management And General | 48075 | ManagementAndGeneral |
| Fundraising | 15192 | 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 | 302672 | Total |
| Program Services | 155541 | ProgramServices |
| Management And General | 111802 | ManagementAndGeneral |
| Fundraising | 35329 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32630 | Total |
| Program Services | 16768 | ProgramServices |
| Management And General | 12053 | ManagementAndGeneral |
| Fundraising | 3809 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28065 | Total |
| Program Services | 14422 | ProgramServices |
| Management And General | 10367 | ManagementAndGeneral |
| Fundraising | 3276 | 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 | 4622 | Total |
| Program Services | 2375 | ProgramServices |
| Management And General | 1707 | ManagementAndGeneral |
| Fundraising | 540 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19650 | Total |
| Program Services | 10339 | ProgramServices |
| Management And General | 7075 | ManagementAndGeneral |
| Fundraising | 2236 | Fundraising |
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 | 49161 | Total |
| Program Services | 25264 | ProgramServices |
| Management And General | 18158 | ManagementAndGeneral |
| Fundraising | 5739 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7686 | Total |
| Program Services | 3950 | ProgramServices |
| Management And General | 2839 | ManagementAndGeneral |
| Fundraising | 897 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 64922 | Total |
| Program Services | 33363 | ProgramServices |
| Management And General | 23981 | ManagementAndGeneral |
| Fundraising | 7578 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20159 | Total |
| Program Services | 10360 | ProgramServices |
| Management And General | 7446 | ManagementAndGeneral |
| Fundraising | 2353 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22487 | Total |
| Program Services | 11556 | ProgramServices |
| Management And General | 8306 | ManagementAndGeneral |
| Fundraising | 2625 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 53809 | Total |
| Program Services | 27652 | ProgramServices |
| Management And General | 19876 | ManagementAndGeneral |
| Fundraising | 6281 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8587 | Total |
| Program Services | 4413 | ProgramServices |
| Management And General | 3172 | ManagementAndGeneral |
| Fundraising | 1002 | 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 | 6529 | Total |
| Program Services | 3355 | ProgramServices |
| Management And General | 2412 | ManagementAndGeneral |
| Fundraising | 762 | 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 | 30365 | Total |
| Program Services | 15605 | ProgramServices |
| Management And General | 11216 | ManagementAndGeneral |
| Fundraising | 3544 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 41262 | Total |
| Program Services | 37034 | ProgramServices |
| Management And General | 3213 | ManagementAndGeneral |
| Fundraising | 1015 | Fundraising |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Miscellaneous | 102039 | 97352 | 3563 | 1124 |
| CRAT distributions | 72385 | 72385 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4289391 | Total |
| Program Services | 3900828 | ProgramServices |
| Management And General | 295261 | ManagementAndGeneral |
| Fundraising | 93302 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 260 | BOY |
| EOY | 500 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2355103 | BOY |
| EOY | 2490563 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17160 | BOY |
| EOY | 0 | 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) |
|---|---|---|
| BOY | 2104027 | BOY |
| EOY | 2104027 | 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 | 13138 | BOY |
| EOY | 35536 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1601799 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 153398 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1606389 | BOY |
| EOY | 1448401 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 139339 | BOY |
| EOY | 663234 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45951880 | BOY |
| EOY | 48939241 | 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) |
|---|---|---|
| BOY | 1690044 | BOY |
| EOY | 1941556 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 53877340 | BOY |
| EOY | 57623058 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 112425 | BOY |
| EOY | 109275 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 10888 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17603217 | BOY |
| EOY | 19296410 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17715642 | BOY |
| EOY | 19416573 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29607979 | BOY |
| EOY | 31157564 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 880034 | BOY |
| EOY | 1372777 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5673685 | BOY |
| EOY | 5676144 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36161698 | BOY |
| EOY | 38206485 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 53877340 | BOY |
| EOY | 57623058 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -476712 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 2521499 | 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 | 3343907 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2542934 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3246665 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1362271 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3421763 | CurrentTaxYear |
| Total | 13917540 | 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 | 3343907 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2542934 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3246665 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1362271 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3421763 | CurrentTaxYear |
| Total | 13917540 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 3867151 | AmountsSubstContributorsTotal |
| Public Support Total170 | 10050389 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2400957 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1356241 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1269067 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 640574 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1123562 | CurrentTaxYear |
| Total | 6790401 | 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 | 20707941 | TotalSupport |
| Gross Receipts From Admissions Etc | 690834 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.48530 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.45160 | 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 D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 250 | NumberDAFsHeld |
| Donor Advised Contributions | 1993370 | DonorAdvisedContributions |
| Grants Paid From Donor Funds | 3027110 | GrantsPaidFromDonorFunds |
| Aggregate DAF Value | 19790100 | AggregateDAFValue |
| Disclosed Orgs Legal Control | true | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | true | DisclosedForCharitablePurposes |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 13396108 | BeginningOfYearBalance |
| Contributions | 484753 | Contributions |
| Investment Earnings Or Losses | 1761829 | InvestmentEarningsOrLosses |
| Other Expenditures | 464564 | OtherExpenditures |
| Administrative Expenses | 30173 | AdministrativeExpenses |
| End Of Year Balance | 15147953 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 10970467 | BeginningOfYearBalance |
| Contributions | 64474 | Contributions |
| Investment Earnings Or Losses | 2892598 | InvestmentEarningsOrLosses |
| Other Expenditures | 510199 | OtherExpenditures |
| Administrative Expenses | 21232 | AdministrativeExpenses |
| End Of Year Balance | 13396108 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 15344522 | BeginningOfYearBalance |
| Contributions | 452947 | Contributions |
| Investment Earnings Or Losses | -4209973 | InvestmentEarningsOrLosses |
| Other Expenditures | 512507 | OtherExpenditures |
| Administrative Expenses | 22040 | AdministrativeExpenses |
| End Of Year Balance | 11052949 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.58200 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.37500 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.04300 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 1253703 | InvestmentCostOrOtherBasis |
| Book Value | 1253703 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 143374 | InvestmentCostOrOtherBasis |
| Book Value | 143374 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 66915 | OtherCostOrOtherBasis |
| Depreciation | 43621 | Depreciation |
| Book Value | 23294 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 134676 | OtherCostOrOtherBasis |
| Depreciation | 106646 | Depreciation |
| Book Value | 28030 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3131 | OtherCostOrOtherBasis |
| Depreciation | 3131 | Depreciation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1448401 | TotalOfBookValueLandBuildings |
| Total Of Book Value Securities | 48939241 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Designated obligations | $116,439 |
| Agency Funds | $19,179,971 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 19296410 | TotalOfAmounts |
| Total Revenue | 3812679 | TotalRevenue |
| Total Expenses | 4289391 | TotalExpenses |
| Excess Or Deficit For Year | -476712 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 2788343 | NetUnrealizedGLOnInvestments |
| Prior Period Adjustments | -266844 | PriorPeriodAdjustments |
| Total Adjustments | 2521499 | TotalAdjustments |
| Excess Or Deficit Per FS | 2044787 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 7409656 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 2728942 | NetUnrealizedGainsInvestments |
| Other Revenues | 843972 | OtherRevenues |
| Revenue Not Rptd F990 | 3572914 | RevenueNotRptdF990 |
| Revenue Subtotal | 3836742 | RevenueSubtotal |
| Other Revenues Not Included | -24063 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -24063 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 3812679 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 4306343 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 66113 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 66113 | ExpensesNotRptdF990 |
| Expenses Subtotal | 4240230 | ExpensesSubtotal |
| Other Expenses Not Included | 49161 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 49161 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 4289391 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part XIII, Line 4b | Part XIII, Line 4b: Other revenue amounts included on 990 but not included in F/S | Investment fees $49161 |
| Part XIII, Line 2d | Part XIII, Line 2d: Other expenses and losses per audited F/S | Direct cost of special events $24063 Expenses from consolidated entities $42050 |
| Part XII, Line 2d | Part XII, Line 2d: Other revenue amounts included in F/S but not included on form 990 | Change in value of split interest agrmt $59348 Change in CRAT Value $-528 Investment fees $-48580 Revenue from consolidated entities $833732 |
| Part V, Line 4 | Part V, Line 4: Intended uses of the endowment fund. | Endowments are held for donor restricted uses and donor advised purposes |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agreement Ref Fundraising | false | AgreementRefFundraising |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Ethics Seminar | NameOfEvent1 |
| Gross Receipts Event1 | 22992 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 10000 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 12992 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 12841 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Summer Series | NameOfEvent2 |
| Gross Receipts Event2 | 17271 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 2000 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 15271 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 11222 | OtherDirectExpensesEvent2 |
| Gross Receipts Total | 40263 | GrossReceiptsTotal |
| Charitable Contributions Total | 12000 | CharitableContributionsTotal |
| Gross Revenue Total Events | 28263 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 24063 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 24063 | DirectExpenseSummaryEvents |
| Net Income Summary | 4200 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | See attached list | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Various | AddressLine1 |
| City | Various | City |
| State | AZ | State |
| ZIP Code | 85712 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRC Section | 501(c)(3) | IRCSection |
| Amount Of Cash Grant | 3292210 | AmountOfCashGrant |
| Amount Of Non Cash Assistance | 0 | AmountOfNonCashAssistance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Grantmaker's Description of How Grants are Used | Identifier |
| Explanation | Grants can only be distributed to 501(c)(3) organizations. Before distributions are made we check their 501(c)(3) status by requesting a copy of their IRS Determination Letter, contact information, and a copy of their mission statement. We obtain the organization's status on GuideStar's Charity Check, which combines information from the IRS Determination letter, the IRS Pub 78, and the IRS BMF (Business Master File) reports. [IRS Revenue Procedure 2009-32 allows grantors to rely on third-party resources, such as GuideStar Charity Check, to obtain required Business Master File (BMF) data concerning a potential grantee's public charity classification under section 509(a)(1),(2) or (3)]Our board approves all new organizations before distributions are made. Annually the board re-approves our entire list of organizations after we have verified that their 501(c)(3) status is still in good order.Distributions for grants made for restricted purposes are accompanied with a letter stating that the funds can only be used for that purpose. The letters also include the following notation: This grant is made to your organization through the Jewish Community Foundation of Southern Arizona. By accepting this check, your organization certifies to the Jewish Community Foundation that no tangible benefit, goods, or services are received by any individuals or entities connected with the above-mentioned gift. These funds cannot be used for meeting pledge obligations already made.Restricted purpose grants that are to be made annually from endowment funds require that the organization provide us with a report of how the funds were used before the next year's grant will be distributed.Grants awarded under our competitive grants program require periodic reporting including copies of invoices and other supporting document prior to distributing funds to insure funds are being used for the purpose intended.We do not make grants to individuals. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Stuart Mellan | NamePerson |
| Comp Based On Related Orgs | 170932 | CompBasedOnRelatedOrgs |
| Nontaxable Benefits Related Orgs | 27621 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Related Orgs | 198553 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Related Orgs | 198430 | CompReportPrior990RelatedOrgs |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Jeffrey Katz | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | Board Member | Relationship |
| Amount Of Transaction | 42609 | AmountOfTransaction |
| Description Of Transaction | Rental of Office Space | DescriptionOfTransaction |
| Sharing Of Revenues | false | SharingOfRevenues |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 26 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1325539 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990, Part VI, Line 19 | Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | The policy of the Jewish Community Foundation is upon request, to make its audited financial statements and Conflict of Interest Policy available for viewing at the office of the Foundation. |
| Form 990, Part VI, Line 12c | Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | Annually every board member is asked to sign a Conflict of Interest Statement as well as complete a form which discloses certain personal and business relationships. The board makes it a practice to put the following reminder on every written agenda that reads: Board members must disclose any potential conflict of interest related to the following agenda as well as topics discussed during the meeting. Periodically board members are also verbally reminded at the meeting to disclose any potential conflicts. In addition all employees and committee members are also required to sign a Conflict of Interest Statement. |
| Form 990, Part VI, Line 11 | Form 990, Part VI, Line 11: Form 990 Review Process | The Board formally assigned the responsibility of reviewing and approving the Form 990 to the Finance Committee. The Finance Committee meets, reviews and approves prior to filing. If there are any significant issues, the Finance Committee will bring them to the Board for informational purposes or approval. |
| Client Note 1 - Controlled Foreign Partnership ReportingThe taxpayer was required to file Form 8865, but is not doing so under the constructive owners exception. The taxpayer has an interest in the following entity which filed Form 8865:1818 Partners, LP140 BroadwayNew York, NY 10005-1101The taxpayer would have had to file Form 8865 for its indirect ownership in the entity listed below but for this exception:1818 Master Partners, Ltd.68 Fort Street, PO Box 705GTNew York, NY 10005-1101 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| L2 Foundation | ||||||||||
| 5546 E 4th Street Ste 100 | Tucson | AZ | 85711 | 270697033 | Charitable Support | AZ | 501(c)(3) | 11 | N/A | false |
| The Steven A Lightman Family Foundation | ||||||||||
| 5546 E 4th Street Ste 100 | Tucson | AZ | 85711 | 264077303 | Charitable Support | AZ | 501(c)(3) | 11 | N/A | false |
| Jewish Federation of Southern Arizona | ||||||||||
| 3822 E River Road Suite 100 | Tucson | AZ | 85718 | 860096795 | Charitable | AZ | 501(c)(3) | 7 | N/A | false |
| 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 | false | 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 | true | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (3 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| L2 Foundation | ||
| k | 739 | Cash Payment |
| The Steven A Lightman Family Foundation | ||
| k | 5000 | Cash Payment |
| Jewish Federation of Southern Arizona | ||
| b | 1312920 | Cash Payment |
Comments