Civic Intelligence

J-Hap Inc.

990 • Fiscal year 2015 • EIN 27-2033464

Jan 01, 2015 to Dec 31, 2015 • Filed on Oct 06, 2016

13100 Wayzata Blvd Suite 300Minnetonka, MN 55305

(952) 417-2155

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

33rd percentile

0.01x

Higher debt load relative to assets than 33% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

33rd percentile

0.01x

Higher debt load relative to revenue than 33% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Net Margin

95th percentile

64%

Higher net margin than 95% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2015

Asset Growth

91st percentile

64%

Faster asset growth than 91% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2015

Revenue Growth

90th percentile

61%

Faster revenue growth than 90% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2015

Assets

Up

$537,423

Up $10,574 (+2.0%) from 2014

Net Assets

Up

$534,423

Up $239,947 (+81%) from 2014

Liabilities

Down

$3,000

Down $229,373 (-99%) from 2014

Revenue

Down

$375,578

Down $43,569 (-10%) from 2014

Expenses

Up

$135,631

Up $5,508 (+4.2%) from 2014

Net Income

Down

$239,947

Down $49,077 (-17%) from 2014

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0M$2.0M$1.0M$0Assets 2013: $199,006Liabilities 2013: $193,554Net Assets 2013: $5,4522013Assets 2014: $526,849Liabilities 2014: $232,373Net Assets 2014: $294,4762014Assets 2015: $537,423Liabilities 2015: $3,000Net Assets 2015: $534,4232015Assets 2016: $2,466,130Liabilities 2016: $1,225,783Net Assets 2016: $1,240,3472016Assets 2017: $2,880,818Liabilities 2017: $1,046,214Net Assets 2017: $1,834,6042017Assets 2018: $2,608,370Liabilities 2018: $902,623Net Assets 2018: $1,705,7472018Assets 2019: $2,494,766Liabilities 2019: $803,867Net Assets 2019: $1,690,8992019Assets 2020: $2,361,031Liabilities 2020: $724,837Net Assets 2020: $1,636,1942020Assets 2021: $2,319,079Liabilities 2021: $654,619Net Assets 2021: $1,664,4602021Assets 2022: $2,064,615Liabilities 2022: $385,955Net Assets 2022: $1,678,6602022Assets 2023: $1,923,626Liabilities 2023: $247,077Net Assets 2023: $1,676,5492023Assets 2024: $2,056,717Liabilities 2024: $220,935Net Assets 2024: $1,835,7822024

Highlighted filing

2015

Assets$537,423
Liabilities$3,000
Net Assets$534,423

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2013: $144,719Expenses 2013: $133,936Net Income 2013: $10,7832013Revenue 2014: $419,147Expenses 2014: $130,123Net Income 2014: $289,0242014Revenue 2015: $375,578Expenses 2015: $135,631Net Income 2015: $239,9472015Revenue 2016: $858,899Expenses 2016: $152,974Net Income 2016: $705,9252016Revenue 2017: $1,052,309Expenses 2017: $458,052Net Income 2017: $594,2572017Revenue 2018: $596,092Expenses 2018: $724,949Net Income 2018: -$128,8572018Revenue 2019: $834,046Expenses 2019: $848,894Net Income 2019: -$14,8482019Revenue 2020: $420,462Expenses 2020: $475,166Net Income 2020: -$54,7042020Revenue 2021: $534,142Expenses 2021: $505,876Net Income 2021: $28,2662021Revenue 2022: $598,562Expenses 2022: $583,463Net Income 2022: $15,0992022Revenue 2023: $580,442Expenses 2023: $582,553Net Income 2023: -$2,1112023Revenue 2024: $676,378Expenses 2024: $517,145Net Income 2024: $159,2332024

Highlighted filing

2015

Revenue$375,578
Expenses$135,631
Net Income$239,947
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Oct 6, 2016
Return Version
2015v2.1
Gross Receipts
$375,578
Mission and Program Overview

Mission

The mission of j-hap is to serve the life-long needs of adults with disabilities within a jewish environment where all feel welcomed, valued and secure.

Provide housing and programming for adults with cognitive disabilities in a jewish environment.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$294,476$534,423▲ $239,947
Savings and Temporary Cash Investments$138,099$229,861▲ $91,762
Pledges and Grants Receivable$182,110$204,097▲ $21,987
Land, Buildings, and Equipment, Net$202,119--
Cash and Non-Interest-Bearing Accounts$2,867$75,617▲ $72,750
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$526,849$537,423▲ $10,574
Other Assets Total$1,654$27,848▲ $26,194
Liabilities
Mortgage Notes Payable Secured by Investment Property$214,373--
Accounts Payable and Accrued Expenses$18,000$3,000▼ $15,000
Total Liabilities$232,373$3,000▼ $229,373
Net Assets / Fund Balance
Total Net Assets Fund Balance$294,476$534,423▲ $239,947
Total Liabilities and Net Assets / Fund Balance$526,849$537,423▲ $10,574

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$6,848--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Anne HopeExecutive DirectorFT$48,206$48,206

Board Members and Trustees

NameTitle
Linda BialickPresident
Chana ShagalowVice President
Abby BadzinBoard Member
Anita LewisBoard Member
Debbie KohlerBoard Member
Ellyn WolfensonBoard Member
Howard ZackBoard Member
Jeff BarinBoard Member
Jeff BernsteinBoard Member
Robb BaderBoard Member
Sally Forbes FriedmanBoard Member
Scott KaplanBoard Member
Rabbi Lynn LibermanSecretary
Aaron GoldsteinTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$373,823
Program Service Revenue
$0
Investment Income
$1,755
Other Revenue
$0
All Other Contributions
$373,823
Change in Net Assets
$239,947
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$102,253
Total Fundraising Expense$39,193
Other Expenses$33,378
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$7,231$26,513$14,462$48,206
Other Salaries and Wages$7,002$25,675$14,004$46,681
Fees for Services Accounting-$10,269-$10,269
Payroll Taxes$1,105$4,051$2,210$7,366
Office Expenses-$684$2,903$3,587
Advertising--$2,926$2,926
Insurance-$2,539-$2,539
Fees for Services Legal-$1,677-$1,677
All Other Expenses--$1,259$1,259
Other Expenses-$1,108$1,429$1,108
Total Functional Expenses$15,338$81,100$39,193$135,631
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

Directors linda bialick and abby badzin: family relationship.

Form 990, Part VI, Section A, Line 8B

No committee has authority to act on behalf of the governing body.

Form 990, Part VI, Section B, Line 11

The 990 is provided to the board of directors and is reviewed and discussed at a board meeting prior to filing.

Form 990, Part VI, Section B, Line 12C

All interested persons have a duty to disclose the existence of a conflict of interest. After disclosure the interested person shall leave the governing board and committee meeting while the determination of a conflict of interest is discussed and voted upon. The interested person may make a presentation at the governing board or committee meeting, but shall leave the meeting during the discussion and voting on the transaction or agreement involving the possible conflict of interest.

Form 990, Part VI, Section B, Line 15A

The board or compensation committee will obtain and rely upon data on compensation paid by three comparable organizations in the same or similar communities for similar services. The terms of compensation and the basis for approving them shall be recorded in written minutes of the meeting of the board or compensation committee that approved the compensation. This was last completed in june 2015.

Form 990, Part VI, Section C, Line 19

Form 1023, 990, articles of incorporation, conflict of interest policy, compensation approval policy and financial statements are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
J-hap Inc
EIN
27-2033464
Phone
9524172155
Address
13100 WAYZATA BLVD SUITE 300, MINNETONKA, MN 55305

Signing Officer

Name
Linda Bialick
Title
President
Phone
9524172155
Signed
2016-10-06

Organization Details

Principal Officer
Linda Bialick
Formed
2010
Legal Domicile
Mn
Voting Board Members
14
Independent Board Members
14
Employees
3
Volunteers
40

Preparer

Firm
Ellingson & Ellingson Ltd
Address
5101 VERNON AVE S 501, EDINA, MN 55436
Preparer
Jane M Ehresmann
Phone
9529290315
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IRS990/OtherExpensesGrp/Desc3DUES & FEES
IRS990/OtherExpensesGrp/FundraisingAmt01429
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt06850
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1357
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21377
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt31108
IRS990/OtherExpensesGrp/TotalAmt06850
IRS990/OtherExpensesGrp/TotalAmt11786
IRS990/OtherExpensesGrp/TotalAmt21377
IRS990/OtherExpensesGrp/TotalAmt31108
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt014004
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt025675
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt07002
IRS990/OtherSalariesAndWagesGrp/TotalAmt046681
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt02210
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04051
IRS990/PayrollTaxesGrp/ProgramServicesAmt01105
IRS990/PayrollTaxesGrp/TotalAmt07366
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0182110
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0204097
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0LINDA BIALICK
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0422970
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt03
IRS990/PYOtherExpensesAmt09229
IRS990/PYOtherRevenueAmt0-3826
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0289024
IRS990/PYSalariesCompEmpBnftPaidAmt0110894
IRS990/PYTotalExpensesAmt0130123
IRS990/PYTotalProfFndrsngExpnsAmt010000
IRS990/PYTotalRevenueAmt0419147
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0239947
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0294476
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0534423
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0138099
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0229861
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0378823
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0422970
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0144716
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0947009
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01755
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt03
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt03
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01761
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt0947009
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0378823
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0422970
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0144716
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0500
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0947009
IRS990ScheduleA/TotalSupportAmt0948770
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt01000
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt120000
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt26848
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DESIGNATED FUND
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1LOAN DEPOSIT
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2PRE CAPITALIZATION DEVELOPMENT COSTS
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt027848
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DIRECTORS LINDA BIALICK AND ABBY BADZIN: FAMILY RELATIONSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO COMMITTEE HAS AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE 990 IS PROVIDED TO THE BOARD OF DIRECTORS AND IS REVIEWED AND DISCUSSED AT A BOARD MEETING PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL INTERESTED PERSONS HAVE A DUTY TO DISCLOSE THE EXISTENCE OF A CONFLICT OF INTEREST. AFTER DISCLOSURE THE INTERESTED PERSON SHALL LEAVE THE GOVERNING BOARD AND COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE INTERESTED PERSON MAY MAKE A PRESENTATION AT THE GOVERNING BOARD OR COMMITTEE MEETING, BUT SHALL LEAVE THE MEETING DURING THE DISCUSSION AND VOTING ON THE TRANSACTION OR AGREEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BOARD OR COMPENSATION COMMITTEE WILL OBTAIN AND RELY UPON DATA ON COMPENSATION PAID BY THREE COMPARABLE ORGANIZATIONS IN THE SAME OR SIMILAR COMMUNITIES FOR SIMILAR SERVICES. THE TERMS OF COMPENSATION AND THE BASIS FOR APPROVING THEM SHALL BE RECORDED IN WRITTEN MINUTES OF THE MEETING OF THE BOARD OR COMPENSATION COMMITTEE THAT APPROVED THE COMPENSATION. THIS WAS LAST COMPLETED IN JUNE 2015.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FORM 1023, 990, ARTICLES OF INCORPORATION, CONFLICT OF INTEREST POLICY, COMPENSATION APPROVAL POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MN
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0526849
IRS990/TotalAssetsEOYAmt0537423
IRS990/TotalAssetsGrp/BOYAmt0526849
IRS990/TotalAssetsGrp/EOYAmt0537423
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0373823
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt039193
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt081100
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt015338
IRS990/TotalFunctionalExpensesGrp/TotalAmt0135631
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0232373
IRS990/TotalLiabilitiesEOYAmt03000
IRS990/TotalLiabilitiesGrp/BOYAmt0232373
IRS990/TotalLiabilitiesGrp/EOYAmt03000
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0294476
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0534423
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt015338
IRS990/TotalReportableCompFromOrgAmt048206
IRS990/TotalRevenueGrp/ExclusionAmt01755
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0375578
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt040
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0526849
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0537423
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt013100 WAYZATA BLVD SUITE 300
IRS990/USAddress/CityNm0MINNETONKA
IRS990/USAddress/StateAbbreviationCd0MN
IRS990/USAddress/ZIPCd055305
IRS990/VotingMembersGoverningBodyCnt014
IRS990/VotingMembersIndependentCnt014
IRS990/WebsiteAddressTxt0WWW.JEWISHHOUSING.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LINDA BIALICK

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