Civic Intelligence

The Houston Jewish Geriatric Foundation

EIN 76-0366182 • 501(c)3 • Houston, TX

Profile

To operate exclusively for charitable, educational, or religious purposes by operating in connection with qualified organizations.

6200 North BraeswoodHouston, TX 77074

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

5th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

7th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

35th percentile

-0.2%

Higher net margin than 35% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

15th percentile

$0

Higher top officer pay than 15% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

62nd percentile

8.2%

Faster asset growth than 62% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

91st percentile

93%

Faster revenue growth than 91% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets5th percentile

Assets

Up

$15,221,768

Up $1,147,259 (+8.2%) from 2023

Liabilities

Down

$0

Down $7,598 (-100%) from 2023

Net Assets

Up

$15,221,768

Up $1,154,857 (+8.2%) from 2023

Operations
Liabilities / Revenue7th percentileNet Margin35th percentile

Revenue

Up

$813,697

Up $391,587 (+93%) from 2023

Expenses

Up

$815,435

Up $681,793 (+510%) from 2023

Net Income

Down

-$1,738

Down $290,206 (-101%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth62nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20M$15M$10M$5.0M$0Assets 2010: $11,918,310Liabilities 2010: $16,152Net Assets 2010: $11,902,1582010Assets 2011: $12,186,418Liabilities 2011: $16,055Net Assets 2011: $12,170,3632011Assets 2012: $13,781,384Liabilities 2012: $17,096Net Assets 2012: $13,764,2882012Assets 2013: $13,275,541Liabilities 2013: $16,515Net Assets 2013: $13,259,0262013Assets 2014: $15,120,656Liabilities 2014: $17,599Net Assets 2014: $15,103,0572014Assets 2015: $14,782,900Liabilities 2015: $15,644Net Assets 2015: $14,767,2562015Assets 2016: $15,890,480Liabilities 2016: $48,463Net Assets 2016: $15,842,0172016Assets 2017: $15,276,964Liabilities 2017: $14,898Net Assets 2017: $15,262,0662017Assets 2018: $16,802,191Liabilities 2018: $168,000Net Assets 2018: $16,634,1912018Assets 2019: $14,556,097Liabilities 2019: $32,180Net Assets 2019: $14,523,9172019Assets 2020: $13,479,403Liabilities 2020: $7,598Net Assets 2020: $13,471,8052020Assets 2021: $14,776,139Liabilities 2021: $128,093Net Assets 2021: $14,648,0462021Assets 2022: $13,389,074Liabilities 2022: $7,598Net Assets 2022: $13,381,4762022Assets 2023: $14,074,509Liabilities 2023: $7,598Net Assets 2023: $14,066,9112023Assets 2024: $15,221,768Liabilities 2024: $0Net Assets 2024: $15,221,7682024

Highlighted filing

2024

Assets$15,221,768
Liabilities$0
Net Assets$15,221,768
Open 2024 Filing

Operations Trend

Revenue Growth91st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$2.0M$0-$2.0M-$4.0MExpenses 2010: $651,0082010Expenses 2011: $682,6432011Expenses 2012: $709,3262012Expenses 2013: $603,1482013Revenue 2014: $1,463,965Expenses 2014: $769,716Net Income 2014: $694,2492014Revenue 2015: $898,977Expenses 2015: $838,039Net Income 2015: $60,9382015Revenue 2016: $1,509,349Expenses 2016: $1,002,494Net Income 2016: $506,8552016Revenue 2017: $711,560Expenses 2017: $937,100Net Income 2017: -$225,5402017Revenue 2018: $1,953,775Expenses 2018: $778,095Net Income 2018: $1,175,6802018Revenue 2019: $1,185,321Expenses 2019: $3,811,291Net Income 2019: -$2,625,9702019Revenue 2020: $681,576Expenses 2020: $2,833,882Net Income 2020: -$2,152,3062020Revenue 2021: $1,497,818Expenses 2021: $912,666Net Income 2021: $585,1522021Revenue 2022: $949,953Expenses 2022: $128,144Net Income 2022: $821,8092022Revenue 2023: $422,110Expenses 2023: $133,642Net Income 2023: $288,4682023Revenue 2024: $813,697Expenses 2024: $815,435Net Income 2024: -$1,7382024

Highlighted filing

2024

Revenue$813,697
Expenses$815,435
Net Income-$1,738
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,221,768
Liabilities
$0
Net assets
$15,221,768
Revenue
$813,697
Expenses
$815,435
Net income
-$1,738
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$15.2$0.00$15.2$0.81$0.82$0.00
2023Detailed filing. Detailed filing data is available for this year.$14.1$0.01$14.1$0.42$0.13$0.29
2022Detailed filing. Detailed filing data is available for this year.$13.4$0.01$13.4$0.95$0.13$0.82
2021Detailed filing. Detailed filing data is available for this year.$14.8$0.13$14.6$1.50$0.91$0.59
2020Detailed filing. Detailed filing data is available for this year.$13.5$0.01$13.5$0.68$2.83$2.15
2019Detailed filing. Detailed filing data is available for this year.$14.6$0.03$14.5$1.19$3.81$2.63
2018Detailed filing. Detailed filing data is available for this year.$16.8$0.17$16.6$1.95$0.78$1.18
2017Detailed filing. Detailed filing data is available for this year.$15.3$0.01$15.3$0.71$0.94$0.23
2016Detailed filing. Detailed filing data is available for this year.$15.9$0.05$15.8$1.51$1.00$0.51
2015Detailed filing. Detailed filing data is available for this year.$14.8$0.02$14.8$0.90$0.84$0.06
2014Detailed filing. Detailed filing data is available for this year.$15.1$0.02$15.1$1.46$0.77$0.69
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.3$0.02$13.3$0.60
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.8$0.02$13.8$0.71
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.2$0.02$12.2$0.68
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.9$0.02$11.9$0.65
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
May 23, 2025
Return Version
2023v6.0
Gross Receipts
$3,504,950
Mission and Program Overview

Mission

To operate exclusively for charitable, educational, or religious purposes by operating in connection with qualified organizations.

Support of qualified organizations

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$10,005,159$11,353,032▲ $1,347,873
Cash and Non-Interest-Bearing Accounts$429,383$3,821,171▲ $3,391,788
Investments Other Securities$37,089$37,089→ $0
Prepaid Expenses and Deferred Charges$0$7,598▲ $7,598
Land, Buildings, and Equipment, Net$2,878$2,878→ $0
Total Assets$14,074,509$15,221,768▲ $1,147,259
Other Assets Total$3,600,000$0▼ $3,600,000
Liabilities
Accounts Payable and Accrued Expenses$7,598$0▼ $7,598
Total Liabilities$7,598$0▼ $7,598
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$12,685,826$13,647,251▲ $961,425
Net Assets With Donor Restrictions$1,381,085$1,574,517▲ $193,432
Total Net Assets Fund Balance$14,066,911$15,221,768▲ $1,154,857
Total Liabilities and Net Assets / Fund Balance$14,074,509$15,221,768▲ $1,147,259

Asset Categories

AssetBook ValueDepreciationBasis
Land$2,878-$2,878
Compensation and Service Providers
Top Officer Pay15th percentile

Board Members and Trustees

NameTitle
Leonard GoldsteinHonorary President
Robert CaplanPresident
Benjamin WarrenTrustee
Jerry PayneTrustee
Larry BuckTrustee
Robert ZinnTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$800,736
Other Revenue
$12,961
Change in Net Assets
$-1,738

Audited Revenue Reconciliation

Revenue per Audited Statements
$722,160
Revenue Not Reported on Financial Statements
$91,537
Revenue Not Reported on Form 990
$1,156,595
Total Revenue per Audited Statements
$1,878,755
Total Revenue per Form 990
$813,697
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$660,000
Other Expenses$155,435
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$660,000--$660,000
Fees for Service Investment Mgmnt Fees-$91,537-$91,537
Fees for Services Legal-$39,224-$39,224
Fees for Services Accounting-$22,794-$22,794
Insurance-$1,087-$1,087
Other Expenses-$248-$248
Total Functional Expenses$660,000$155,435$0$815,435

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$815,435
Expenses per Audited Statements$723,898
Total Expenses per Audited Statements$723,898
Expenses Not Reported on Financial Statements$91,537
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Seven Acres Jewish Senior Care Services IncHouston, TX501(c)3General Support$660,000
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
Audit committee
Yes
Business relationship with 35% controlled entity
No
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
No
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 8B

“N/a - the organization does not have any other committee with authority to act on behalf of the governing body.”

Form 990, Part VI, Section B, Line 11B

“The form 990 is reviewed by the foundation. It is kept on file for review by the board or general public on request for 3 years.”

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

“On an annualized basis, the board is required to provide a written statement as to any conflict of interest. These are reviewed by the president and any potential conflict is investigated.”

Form 990, Part VI, Section C, Line 19

“Copies are kept in a specific reading file (which is updated each year) for viewing, if requested. Also, copies are sent as requested to the donors or potential donors.”

Filing and Contact Details

Filer

Filer Name
The Houston Jewish Geriatric Foundation
EIN
76-0366182
Phone
7137785700
Address
6200 NORTH BRAESWOOD, HOUSTON, TX 77074

Signing Officer

Name
Robert Caplan
Title
Officer
Phone
7137785700
Signed
2025-05-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Caplan
Formed
1991
Legal Domicile
TX
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
0

Preparer

Firm
Miller Grossbard Advisors Llp
Address
600 N SHEPHERD DR SUITE 200, HOUSTON, TX 77007
Preparer
Kellen Prince
Phone
7136223960
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“The process has not changed from prior year.”

Raw XML AppendixShowing 400 of 413 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt07598
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0SUPPORT OF QUALIFIED ORGANIZATIONS
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0BRAD MONAHAN
IRS990/BooksInCareOfDetail/PhoneNum07137785706
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt06200 N BRAESWOOD
IRS990/BooksInCareOfDetail/USAddress/CityNm0HOUSTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCd077074
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0429383
IRS990/CashNonInterestBearingGrp/EOYAmt03821171
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt0660000
IRS990/CYInvestmentIncomeAmt0800736
IRS990/CYOtherExpensesAmt0155435
IRS990/CYOtherRevenueAmt012961
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-1738
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0815435
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0813697
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0SUPPORT OF CHARITABLE, EDUCATIONAL AND RELIGIOUS ACTIVITIES OF QUALIFIED ORGANIZATIONS
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt01381085
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt01574517
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0660000
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt022794
IRS990/FeesForServicesAccountingGrp/TotalAmt022794
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt039224
IRS990/FeesForServicesLegalGrp/TotalAmt039224
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt091537
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt091537
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0LARRY BUCK
IRS990/Form990PartVIISectionAGrp/PersonNm1BENJAMIN WARREN
IRS990/Form990PartVIISectionAGrp/PersonNm2JERRY PAYNE
IRS990/Form990PartVIISectionAGrp/PersonNm3ROBERT ZINN
IRS990/Form990PartVIISectionAGrp/PersonNm4LEONARD GOLDSTEIN
IRS990/Form990PartVIISectionAGrp/PersonNm5ROBERT CAPLAN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4HONORARY PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01991
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0510039
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantAmt0660000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0660000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0660000
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt03201292
IRS990/GrossReceiptsAmt03504950
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt01087
IRS990/InsuranceGrp/TotalAmt01087
IRS990/InvestmentIncomeGrp/ExclusionAmt0290697
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0290697
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt037089
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt037089
IRS990/InvestmentsPubTradedSecGrp/BOYAmt010005159
IRS990/InvestmentsPubTradedSecGrp/EOYAmt011353032
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02878
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02878
IRS990/LandBldgEquipCostOrOtherBssAmt02878
IRS990/LegalDomicileStateCd0TX
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02691253
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO OPERATE EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL, OR RELIGIOUS PURPOSES BY OPERATING IN CONNECTION WITH QUALIFIED ORGANIZATIONS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt014066911
IRS990/NetAssetsOrFundBalancesEOYAmt015221768
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0510039
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0510039
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01156595
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt012685826
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt013647251
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt03600000
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS EXPENSES
IRS990/OtherExpensesGrp/Desc1PROPERTY TAXES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0545
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1248
IRS990/OtherExpensesGrp/TotalAmt0545
IRS990/OtherExpensesGrp/TotalAmt1248
IRS990/OtherRevenueMiscGrp/BusinessCd0211100
IRS990/OtherRevenueMiscGrp/Desc0ROYALTY & OTHER INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt012961
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt012961
IRS990/OtherRevenueTotalAmt012961
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt07598
IRS990/PrincipalOfficerNm0ROBERT CAPLAN
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0300
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0398542
IRS990/PYOtherExpensesAmt0133642
IRS990/PYOtherRevenueAmt023268
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0288468
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0133642
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0422110
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-1738
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd00
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd01
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THIS FOUNDATION'S INVESTMENT INCOME IS USED TO SUPPORT SEVEN ACRES JEWISH SENIOR CARE SERVICES WITH THE CARE FOR AGED PERSONS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PAGE 5, SECTION E, LINE 2A
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0741143086
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0SEVEN ACRES JEWISH SENIOR CARE SERVICES INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt091537
IRS990ScheduleD/ExpensesSubtotalAmt0723898
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt091537
IRS990ScheduleD/InvestmentExpensesNotIncldAmt091537
IRS990ScheduleD/LandGrp/BookValueAmt02878
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt02878
IRS990ScheduleD/NetUnrealizedGainsInvstAmt01156595
IRS990ScheduleD/RevenueNotReportedAmt01156595
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt091537
IRS990ScheduleD/RevenueSubtotalAmt0722160
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02878
IRS990ScheduleD/TotalExpensesPerForm990Amt0815435
IRS990ScheduleD/TotalRevenuePerForm990Amt0813697
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01878755
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0723898
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0660000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)3
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SEVEN ACRES JEWISH SENIOR CARE SERVICES INC
IRS990ScheduleI/RecipientTable/RecipientEIN0741143086
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt06200 NORTH BRAESWOOD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0HOUSTON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0TX
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd077074
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0N/A - THE ORGANIZATION DOES NOT HAVE ANY OTHER COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS REVIEWED BY THE FOUNDATION. IT IS KEPT ON FILE FOR REVIEW BY THE BOARD OR GENERAL PUBLIC ON REQUEST FOR 3 YEARS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ON AN ANNUALIZED BASIS, THE BOARD IS REQUIRED TO PROVIDE A WRITTEN STATEMENT AS TO ANY CONFLICT OF INTEREST. THESE ARE REVIEWED BY THE PRESIDENT AND ANY POTENTIAL CONFLICT IS INVESTIGATED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COPIES ARE KEPT IN A SPECIFIC READING FILE (WHICH IS UPDATED EACH YEAR) FOR VIEWING, IF REQUESTED. ALSO, COPIES ARE SENT AS REQUESTED TO THE DONORS OR POTENTIAL DONORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SEVEN ACRES JEWISH SENIOR CARE SERVICES INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0741143086
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0RESIDENT CARE SERVICES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt06200 NORTH BRAESWOOD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0HOUSTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd077074
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0660000
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt122794
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0SEVEN ACRES JEWISH SENIOR CARE SERVICES
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1SEVEN ACRES JEWISH SENIOR CARE SERVICES
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1P
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt014074509
IRS990/TotalAssetsEOYAmt015221768
IRS990/TotalAssetsGrp/BOYAmt014074509
IRS990/TotalAssetsGrp/EOYAmt015221768
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0155435
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0660000
IRS990/TotalFunctionalExpensesGrp/TotalAmt0815435
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt07598
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt07598
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt014066911
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt015221768
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0660000
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0813697
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0813697
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt014074509
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt015221768
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt06200 NORTH BRAESWOOD
IRS990/USAddress/CityNm0HOUSTON
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd077074
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT CAPLAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum07137785700
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE HOUSTON JEWISH GERIATRIC FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0INC
ReturnHeader/Filer/BusinessNameControlTxt0HOUS
ReturnHeader/Filer/EIN0760366182
ReturnHeader/Filer/PhoneNum07137785700
ReturnHeader/Filer/USAddress/AddressLine1Txt06200 NORTH BRAESWOOD
ReturnHeader/Filer/USAddress/CityNm0HOUSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077074
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0462958029

Document Assets

No mirrored PDF or thumbnail assets are attached yet.