JULIETTE FOWLER COMMUNITIES INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- JULIETTE FOWLER COMMUNITIES INC (EIN 75-0800655)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-14
- IRS object ID
- 201133189349306683
- Schema version
- 2010v3.4
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-14T16:42:47-00:00 | 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 | Albright Hill and Sumpter PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12160 N Abrams Suite 412 | AddressLine1 |
| City | Dallas | City |
| State | TX | State |
| ZIP Code | 75243 | 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 | 750800655 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JULIETTE FOWLER HOMES INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JULI | NameControl |
| Phone | 2148270813 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 140129 | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 752140129 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | kay ellis | Name |
| Title | ed | Title |
| Date Signed | 2011-11-14 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Jennifer S Hill | Name |
| Phone | 9722705452 | Phone |
| Date Prepared | 2011-11-14 | DatePrepared |
| 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 | KAY ELLIS | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1234 ABRAMS | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75214 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 15204543 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Group Exemption Number | 1125 | GroupExemptionNumber |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.FOWLERHOMES.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1905 | YearFormation |
| State Legal Domicile | TX | StateLegalDomicile |
| Activity Or Mission Description | Juliette Fowler Homes, Inc. was chartered in 1892 to provide a home for elderly widows and orphaned children. Since then, its programs have been modified and expanded to meet the changing needs of the community, but its basic mission to care for those unable to care for themselves is unchanged. Juliette Fowler Homes, Inc. was chartered in 1892 to provide a home for elderly widows and orphaned children. Since then, its programs have been modified and expanded to meet the changing needs of the community, but its basic mission to care for those unable to care for themselves is unchanged. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 30 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 30 | NbrIndependentVotingMembers |
| Total Nbr Employees | 313 | TotalNbrEmployees |
| Total Nbr Volunteers | 5451 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 4087058 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 5940182 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 8731211 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 9168258 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 144123 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1229 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 182203 | OtherRevenuePriorYear |
| Other Revenue Current Year | 94874 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 13144595 | TotalRevenuePriorYear |
| Total Revenue Current Year | 15204543 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 6486954 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 7173336 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 603379 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 5322998 | OtherExpensePriorYear |
| Other Expenses Current Year | 5063791 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 11809952 | TotalExpensesPriorYear |
| Total Expenses Current Year | 12237127 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1334643 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 2967416 | RevenuesLessExpensesCY |
| Total Assets BOY | 6109669 | TotalAssetsBOY |
| Total Assets EOY | 11618564 | TotalAssetsEOY |
| Total Liabilities BOY | 2076167 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 4013655 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 4033502 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 7604909 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | Fowlers services include long-term and skilled nursing care, senior and assisted living apartments, affordable housing for seniors, and, until February, 2009, services to children, youth, and families. In February, 2009 services provided to children, youth, and families were suspended. It is expected that services to these persons will resume in early | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 8533150 | Expense |
| Description | PNCC - Pearl Nordan Center provides around the clock nursing care to residents unable to remain in their home environment. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1631253 | Expense |
| Description | JLC - Jackson Living Center provides apartments for the elderly. Residents can live independently or receive assisted living services as needed. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 16565 | Expense |
| Description | CYFS - Children, Youth and Family Services provided residential treatment services to troubled adolescents who needed 24 hour supervision and counseling services until February, 2009, when the program was suspended. Fowler is exploring options for other services to youth to replace the residential treatment program and expects the new services to commence in early 2011. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 558483 | TotalOfOtherProgramServiceExp |
| Total Program Service Expense | 10739451 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | true | 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 | 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 | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | false | 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 | 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 | true | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | true | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 313 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 30 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 30 | 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 |
| 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 |
| Own Website | X | OwnWebsite |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | KAY ELLIS | NamePerson |
| Telephone Number | 2148270813 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1234 ABRAMS | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75214 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (34 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer |
|---|---|---|---|---|---|---|---|---|
| KAY ELLIS | ||||||||
| PRESIDENT | 040.00 | X | X | 115761 | 0 | 12780 | ||
| KAREN BROWN | ||||||||
| VP DEVELOPMENT | 040.00 | X | 65142 | 0 | 7350 | |||
| MARK LENHARD | ||||||||
| VP AGED CARE | 040.00 | X | 106713 | 0 | 17503 | |||
| MARILYN HUMPHREYS | ||||||||
| VP FINANCE | 040.00 | X | 102850 | 0 | 16696 | |||
| MARTHA HACKLEY SALMON | ||||||||
| 1ST VICE CHAIRMAN | 003.00 | 0 | 0 | 0 | X | X | ||
| REV DONALD A MANWORREN | ||||||||
| DIRECTOR | 003.00 | 0 | 0 | 0 | X | |||
| RICHARD DOOLEY | ||||||||
| DIRECTOR | 003.00 | 0 | 0 | 0 | X | |||
| JERALD E HOBSON | ||||||||
| DIRECTOR | 003.00 | 0 | 0 | 0 | X | |||
| FAY SCHNEIDER BRIGHT | ||||||||
| DIRECTOR | 003.00 | 0 | 0 | 0 | X | |||
| TOM BILLINGSLEY | ||||||||
| CHAIRMAN | 003.00 | 0 | 0 | 0 | X | X | ||
| LANE BOND | ||||||||
| DIRECTOR | 003.00 | 0 | 0 | 0 | X | |||
| PETER M BRATLIE | ||||||||
| DIRECTOR | 003.00 | 0 | 0 | 0 | X | |||
| REV EDGAR O COBLE JR | ||||||||
| DIRECTOR | 003.00 | 0 | 0 | 0 | X | |||
| TERA L BROWN-DANIELS | ||||||||
| DIRECTOR | 003.00 | 0 | 0 | 0 | X | |||
| RODERICK FISHER | ||||||||
| DIRECTOR | 003.00 | 0 | 0 | 0 | X | |||
| VICTORIA COCHRAN GILKERSON | ||||||||
| SECRETARY | 003.00 | 0 | 0 | 0 | X | X | ||
| JIM HATCHER | ||||||||
| DIRECTOR | 003.00 | 0 | 0 | 0 | X | |||
| MAC HENDRICKS | ||||||||
| DIRECTOR | 003.00 | 0 | 0 | 0 | X | |||
| JAMES WILLIAMS | ||||||||
| DIRECTOR | 003.00 | 0 | 0 | 0 | X | |||
| DAVE MURPH | ||||||||
| DIRECTOR | 003.00 | 0 | 0 | 0 | X | |||
| MARY ANN MILLER | ||||||||
| DIRECTOR | 003.00 | 0 | 0 | 0 | X | |||
| REV DONALD E MCKENZIE | ||||||||
| DIRECTOR | 003.00 | 0 | 0 | 0 | X | |||
| LAURIE MORROW | ||||||||
| DIRECTOR | 003.00 | 0 | 0 | 0 | X | |||
| MARY SCRIVEN HALEY | ||||||||
| DIRECTOR | 003.00 | 0 | 0 | 0 | X | |||
| JO DAWN NOBLE | ||||||||
| DIRECTOR | 003.00 | 0 | 0 | 0 | X | |||
| JERE HAYES | ||||||||
| DIRECTOR | 003.00 | 0 | 0 | 0 | X | |||
| FRANK CAIN | ||||||||
| DIRECTOR | 003.00 | 0 | 0 | 0 | X | |||
| JAMES D ROLLINS | ||||||||
| DIRECTOR | 003.00 | 0 | 0 | 0 | X | |||
| WINIFRED TAYLOR | ||||||||
| 2ND VICE CHAIRMAN | 003.00 | 0 | 0 | 0 | X | X | ||
| BRIDGET THOMAS | ||||||||
| DIRECTOR | 003.00 | 0 | 0 | 0 | X | |||
| ED COBLE | ||||||||
| DIRECTOR | 003.00 | 0 | 0 | 0 | X | |||
| KATHRYN M WILLIAMS | ||||||||
| DIRECTOR | 003.00 | 0 | 0 | 0 | X | |||
| AUBREY D GEARNER | ||||||||
| DIRECTOR | 003.00 | 0 | 0 | 0 | X | |||
| SYDNEY WIRSDORFER | ||||||||
| 2ND VICE CHAIRMAN | 003.00 | 0 | 0 | 0 | X | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 390466 | TotalReportableCompFromOrg |
| Total Other Compensation | 54329 | TotalOtherCompensation |
| Number Individuals GT100 K | 3 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (4 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| SELECT REHAB | |||||
| street | DALLAS | TX | 75202 | PHYSICAL THERAPY | 805948 |
| MCKESSON MEDICAL | |||||
| street | DALLAS | TX | 75202 | MEDICAL SERVICES | 125638 |
| PROVIDERX OF GRAPEVINE | |||||
| street | dallas | TX | 75202 | services | 243076 |
| OLICON | |||||
| street | dallas | TX | 75202 | services | 2003305 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 4 | NumberOfContractorsGT100K |
| Related Organizations | 2708567 | RelatedOrganizations |
| All Other Contributions | 3231615 | AllOtherContributions |
| Noncash Contributions | 1810565 | NoncashContributions |
| Total Contributions | 5940182 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ROOM BOARD | Description |
| Total Revenue Column | 9168258 | TotalRevenueColumn |
| Related Or Exempt Function Income | 9168258 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 9168258 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1229 | TotalRevenueColumn |
| Exclusion | $1,229 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 23664 | GrossIncomeFundraisingEvents |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 23664 | TotalRevenueColumn |
| Exclusion | $23,664 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER | Description |
| Total Revenue Column | 71210 | TotalRevenueColumn |
| Related Or Exempt Function Income | 71210 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 71210 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 15204543 | TotalRevenueColumn |
| Related Or Exempt Function Income | 9239468 | RelatedOrExemptFunctionIncome |
| Exclusion | $24,893 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
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 | 392445 | Total |
| Program Services | 266565 | ProgramServices |
| Management And General | 45431 | ManagementAndGeneral |
| Fundraising | 80449 | 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 | 5420145 | Total |
| Program Services | 4848175 | ProgramServices |
| Management And General | 354311 | ManagementAndGeneral |
| Fundraising | 217659 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 181039 | Total |
| Program Services | 135167 | ProgramServices |
| Management And General | 20765 | ManagementAndGeneral |
| Fundraising | 25107 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 672625 | Total |
| Program Services | 596624 | ProgramServices |
| Management And General | 50384 | ManagementAndGeneral |
| Fundraising | 25617 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 507082 | Total |
| Program Services | 444312 | ProgramServices |
| Management And General | 38750 | ManagementAndGeneral |
| Fundraising | 24020 | 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 | 47404 | Total |
| Program Services | 27372 | ProgramServices |
| Management And General | 18583 | ManagementAndGeneral |
| Fundraising | 1449 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9626 | Total |
| Program Services | 7828 | ProgramServices |
| Management And General | 1256 | ManagementAndGeneral |
| Fundraising | 542 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees For Services Prof Fundraising | FeesForServicesProfFundraising |
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 | 930780 | Total |
| Program Services | 917338 | ProgramServices |
| Management And General | 11407 | ManagementAndGeneral |
| Fundraising | 2035 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 72177 | Total |
| Program Services | 38664 | ProgramServices |
| Fundraising | 33513 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 98470 | Total |
| Program Services | 16058 | ProgramServices |
| Management And General | 2976 | ManagementAndGeneral |
| Fundraising | 79436 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 60662 | Total |
| Program Services | 52461 | ProgramServices |
| Management And General | 2404 | ManagementAndGeneral |
| Fundraising | 5797 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1767343 | Total |
| Program Services | 1547646 | ProgramServices |
| Management And General | 175577 | ManagementAndGeneral |
| Fundraising | 44120 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18597 | Total |
| Program Services | 9835 | ProgramServices |
| Management And General | 990 | ManagementAndGeneral |
| Fundraising | 7772 | 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 | 10508 | Total |
| Program Services | 7327 | ProgramServices |
| Management And General | 159 | ManagementAndGeneral |
| Fundraising | 3022 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 86087 | Total |
| Program Services | 86087 | ProgramServices |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 344650 | Total |
| Program Services | 314926 | ProgramServices |
| Management And General | 25592 | ManagementAndGeneral |
| Fundraising | 4132 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 219159 | Total |
| Program Services | 190564 | ProgramServices |
| Management And General | 26352 | ManagementAndGeneral |
| Fundraising | 2243 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| TELEPHONE | 40999 | 29623 | 6713 | 4663 |
| MISCELLANEOUS | 32188 | 21191 | 2567 | 8430 |
| DUES | 23350 | 15931 | 6113 | 1306 |
| BAD DEBTS | 243556 | 243556 | ||
| OTHER | 1058235 | 922201 | 103967 | 32067 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12237127 | Total |
| Program Services | 10739451 | ProgramServices |
| Management And General | 894297 | ManagementAndGeneral |
| Fundraising | 603379 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 457691 | BOY |
| EOY | 677309 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 123454 | BOY |
| EOY | 76220 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 59071 | BOY |
| EOY | 237699 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 918588 | BOY |
| EOY | 753876 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 51491 | BOY |
| EOY | 40027 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 7207529 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1532340 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3530488 | BOY |
| EOY | 5675189 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 968886 | BOY |
| EOY | 4158244 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6109669 | BOY |
| EOY | 11618564 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1018542 | BOY |
| EOY | 859498 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 920628 | BOY |
| EOY | 3031987 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 136997 | BOY |
| EOY | 122170 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2076167 | BOY |
| EOY | 4013655 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4033502 | BOY |
| EOY | 7604909 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4033502 | BOY |
| EOY | 7604909 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6109669 | BOY |
| EOY | 11618564 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 2967416 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 603991 | 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 |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Church170b1 Ai | X | Church170b1Ai |
| Public Support Pertcentage170 | 0.00000 | PublicSupportPertcentage170 |
| Public Support Percentage509 | 0.00000 | PublicSupportPercentage509 |
| Investment Income Percentage | 0.00000 | InvestmentIncomePercentage |
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) |
|---|---|---|
| Included On FS | false | IncludedOnFS |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5087095 | OtherCostOrOtherBasis |
| Depreciation | 527237 | Depreciation |
| Book Value | 4559858 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1879719 | OtherCostOrOtherBasis |
| Depreciation | 1005103 | Depreciation |
| Book Value | 874616 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 240715 | OtherCostOrOtherBasis |
| Book Value | 240715 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 5675189 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (6 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| DUE FROM FOWLER CHRISTIAN APARTMENTS | 163720 |
| INVESTMENT IN RRG | 906115 |
| PERPETUAL TRUSTS | 2333461 |
| DUE TO/FROM OTHER ENTITY | 601 |
| OTHER | |
| SPLIT INTEREST AGREEMENTS | 754347 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 4158244 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| GIFT ANNUITIES HELD IN TRUST | $29,006 |
| RESIDENT FUNDS HELD IN TRUST | $19,017 |
| JACKSON ROOM DEPOSITS | $74,147 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 122170 | TotalOfAmounts |
| Total Revenue | 15204543 | TotalRevenue |
| Total Expenses | 12237127 | TotalExpenses |
| Excess Or Deficit For Year | 2967416 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 572414 | NetUnrealizedGLOnInvestments |
| Other | $31,577 | OtherAmount |
| Total Adjustments | 603991 | TotalAdjustments |
| Excess Or Deficit Per FS | 3571407 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 13185702 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 572414 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 572414 | RevenueNotRptdF990 |
| Revenue Subtotal | 12613288 | RevenueSubtotal |
| Other Revenues Not Included | 2591255 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 2591255 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 15204543 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 12237127 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 12237127 | ExpensesSubtotal |
| Total Expenses Per Form990 | 12237127 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| X | 2 | JFH files an information return in US federal jurisdiction. With few exceptions, JFH is no longer subject to US federal income tax examinations by tax authorities for years before 2007. JFH has adopted the provisions of FASB ASC 740, Accounting for Uncertainty in Income Taxes. There were no unrecognized tax benefits as of December 31, 2010. JFH recognizes interest accrued related to unrecognized tax benefits in interest expense and penalties in operating expense. |
| X | 2 | There were no such interest and penalties for 2010. |
| XII | 4b | Prior period adjustment of contribution of perpetual trusts. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GOLF TOURNAMENT | NameOfEvent1 |
| Gross Receipts Event1 | 23664 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 23664 | GrossRevenueEvent1 |
| Gross Receipts Total | 23664 | GrossReceiptsTotal |
| Gross Revenue Total Events | 23664 | GrossRevenueTotalEvents |
| Net Income Summary | 23664 | NetIncomeSummary |
Schedule M IRS990ScheduleM
Securities Prtnrshp Trust Intrsts SecuritiesPrtnrshpTrustIntrsts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1804310 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR VALUE | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | HH ITEMS, CLOTHING, MISC | Description |
| Noncash Contribs Rptd F990 | 6255 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | THRIFT SHOP VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990 Part VI | 11a | The 990 is reviewed by the president and chief executive officer and sent to board members before filing with the IRS. |
| Form 990 Part VI | 12c | Board members sign a conflict of interest statement and if a conflict arises, the Board member is asked to abstain from voting until resolved. |
| Form 990 Part VI | 15 | The compensation for the president of JFH is set each fall for the next calendar year by the administrative committee of the board of directors as part of the presidents annual performance review. At the same time, the committee reviews the compensation of program heads, the senior vice president and several other key employees. The president provides the committee with salary surveys compiled each year by the Texas Association for Services for the Aging TAHSA and every other year by the Community Council of Greater Dallas CCGD. The TAHSA survey contains information from other organizations that serve the elderly all around the state, and the CCGD contains information from a variety of non-profits in the Dallas area. After review, the administrative committee sets the salary for the president, and the president follows instructions from the committee in setting the salaries for |
| Form 990 Part VI | 15 | program heads, the senior vice president and other key employees. |
| Form 990 Part XI | 5 | Unrealized gain on securities 572,414 and other 31,577 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (5 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| JULIETTE FOWLER FOUNDATION | ||||||||||
| PO BOX 140129 | DALLAS | TX | 75214 | 710908909 | PUBLIC CHARITY | TX | 501 C 3 | 1 | JULIETTE FOWLER HOMES INC | false |
| JULIETTE FOWLER PROPERTIES INC | ||||||||||
| PO BOX 140129 | DALLAS | TX | 75214 | 050539109 | PUBLIC CHARITY | TX | 501 C 2 | JULIETTE FOWLER HOMES INC | false | |
| JULIETTE FOWLER REALTY INC | ||||||||||
| PO BOX 140129 | DALLAS | TX | 75214 | 050539111 | PUBLIC CHARITY | TX | 501 C 2 | JULIETTE FOWLER HOMES INC | false | |
| FOWLER CHRISTIAN APARTMENTS INC | ||||||||||
| PO BOX 140129 | DALLAS | TX | 75214 | 751609256 | PUBLIC CHARITY | TX | 501 C 3 | 1 | JULIETTE FOWLER HOMES INC | false |
| FOWLER CHRISTIAN APARTMENTS II INC | ||||||||||
| PO BOX 140129 | DALLAS | TX | 75214 | 810597920 | PUBLIC CHARITY | TX | 501 C 3 | 1 | JULIETTE FOWLER HOMES INC | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | true | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | true | 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 | true | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | true | 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 (6 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| JULIETTE FOWLER FOUNDATION | ||
| c | 2708567 | CASH |
| JULIETTE FOWLER PROPERTIES INC | ||
| j | 584520 | CASH |
| FOWLER CHRISTIAN APARTMENTS INC | ||
| p | 555818 | CASH |
| FOWLER CHRISTIAN APARTMENTS INC II | ||
| p | 24074 | CASH |
| JULIETTE FOWLER FOUNDATION | ||
| e | 3031987 | BALANCE OF LOAN |
| FOWLER CHRISTIAN APARTMENTS INC | ||
| d | 398720 | BALANCE OF A/R |