Civic Intelligence

Libitzky Family Foundation

990 • Fiscal year 2019 • EIN 94-3372543

Jul 01, 2018 to Jun 30, 2019 • Filed on Jul 12, 2020

Organization ProfileN/A
2121 Allston Way Suite 200Berkeley, CA 94720

(510) 839-2900

Siviq Scores

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

Liabilities / Assets

35th percentile

0.06x

Higher debt load relative to assets than 35% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2019

Net Margin

100th percentile

155%

Higher net margin than 100% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

64th percentile

$154,927

Higher top officer pay than 64% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Asset Growth

13th percentile

-6.9%

Faster asset growth than 13% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets35th percentile

Assets

Flat

$8,561,891

Flat from 2019

Net Assets

Flat

$8,081,908

Flat from 2019

Liabilities

Flat

$479,983

Flat from 2019

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Flat

-$719,953

Flat from 2019

Expenses

Flat

$396,599

Flat from 2019

Net Income

Flat

-$1,116,552

Flat from 2019

Historical Trend

Balance Sheet Trend

Asset Growth13th percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $2,199,785Liabilities 2011: $80,000Net Assets 2011: $2,119,7852011Assets 2012: $2,393,087Liabilities 2012: $215,000Net Assets 2012: $2,178,0872012Assets 2013: $3,249,467Liabilities 2013: $614,658Net Assets 2013: $2,634,8092013Assets 2014: $3,235,439Liabilities 2014: $340,667Net Assets 2014: $2,894,7722014Assets 2015: $3,129,656Liabilities 2015: $468,334Net Assets 2015: $2,661,3222015Assets 2016: $7,795,593Liabilities 2016: $1,118,239Net Assets 2016: $6,677,3542016Assets 2017: $7,049,553Liabilities 2017: $324,667Net Assets 2017: $6,724,8862017Assets 2018: $9,200,190Liabilities 2018: $1,352,147Net Assets 2018: $7,848,0432018Assets 2019: $8,561,891Liabilities 2019: $479,983Net Assets 2019: $8,081,9082019Assets 2019: $8,561,891Liabilities 2019: $479,983Net Assets 2019: $8,081,9082019Assets 2020: $14,824,430Liabilities 2020: $1,028,253Net Assets 2020: $13,796,1772020Assets 2021: $16,385,031Liabilities 2021: $634,382Net Assets 2021: $15,750,6492021Assets 2022: $14,136,651Liabilities 2022: $1,171,201Net Assets 2022: $12,965,4502022Assets 2023: $14,174,753Liabilities 2023: $1,083,885Net Assets 2023: $13,090,8682023Assets 2024: $16,494,994Liabilities 2024: $22,355Net Assets 2024: $16,472,6392024

Highlighted filing

2019

Assets$8,561,891
Liabilities$479,983
Net Assets$8,081,908
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$10M$5.0M$0-$5.0MExpenses 2011: $406,4452011Expenses 2012: $743,0432012Revenue 2013: $1,231,492Expenses 2013: $824,748Net Income 2013: $406,7442013Revenue 2014: $1,366,695Expenses 2014: $1,154,350Net Income 2014: $212,3452014Revenue 2015: $1,159,865Expenses 2015: $1,323,518Net Income 2015: -$163,6532015Revenue 2016: $6,879,868Expenses 2016: $1,187,157Net Income 2016: $5,692,7112016Revenue 2017: $2,427,804Expenses 2017: $1,235,143Net Income 2017: $1,192,6612017Revenue 2018: $3,950,488Expenses 2018: $1,739,350Net Income 2018: $2,211,1382018Revenue 2019: -$719,953Expenses 2019: $396,599Net Income 2019: -$1,116,5522019Revenue 2019: -$719,953Expenses 2019: $396,599Net Income 2019: -$1,116,5522019Revenue 2020: $7,507,867Expenses 2020: $1,696,584Net Income 2020: $5,811,2832020Revenue 2021: $1,879,741Expenses 2021: $923,510Net Income 2021: $956,2312021Revenue 2022: $820,467Expenses 2022: $1,863,920Net Income 2022: -$1,043,4532022Revenue 2023: $689,405Expenses 2023: $1,054,728Net Income 2023: -$365,3232023Revenue 2024: $7,238,842Expenses 2024: $4,748,088Net Income 2024: $2,490,7542024

Highlighted filing

2019

Revenue-$719,953
Expenses$396,599
Net Income-$1,116,552
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jul 12, 2020
Return Version
2018v3.2
Gross Receipts
$5,564,974
Mission and Program Overview

Mission

Support the activities of the jewish community foundation, working to create a culturally rich, supportive , inclusive and strong jewish community.

To conduct and support activities for the benefit of the jewish community foundation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$3,790,707$5,680,607▲ $1,889,900
Cash and Non-Interest-Bearing Accounts$0$1,576,190▲ $1,576,190
Investments in Publicly Traded Securities$5,409,483$1,230,241▼ $4,179,242
Total Assets$9,200,190$8,561,891▼ $638,299
Other Assets Total$0$74,853▲ $74,853
Liabilities
Grants Payable$683,333$400,000▼ $283,333
Other Liabilities$668,802$79,983▼ $588,819
Accounts Payable and Accrued Expenses$12$0▼ $12
Total Liabilities$1,352,147$479,983▼ $872,164
Net Assets / Fund Balance
Unrestricted Net Assets$7,848,043$8,081,908▲ $233,865
Total Net Assets Fund Balance$7,848,043$8,081,908▲ $233,865
Total Liabilities and Net Assets / Fund Balance$9,200,190$8,561,891▼ $638,299

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$244,915--
Compensation and Service Providers
Top Officer Pay64th percentile

Board Members and Trustees

NameTitle
Moses LibitzkyPresident
Anita FriedmanDirector
Eileen RubyDirector
Lisa TabakDirector
Nathan PetrowskyDirector
Susan LibitzkySecretary
Andy WassermanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,002,500
Program Service Revenue
$0
Investment Income
$-3,722,453
Other Revenue
$0
All Other Contributions
$3,002,500
Change in Net Assets
$-1,116,552
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$319,300
Other Expenses$77,299
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$319,300--$319,300
Other Expenses-$12,625-$12,625
Fees for Service Investment Mgmnt Fees-$5,239-$5,239
Fees for Services Accounting-$3,600-$3,600
Total Functional Expenses$319,300$77,299$0$396,599
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Jewish Federation of the East BayBerkeley, CA501(c)(3)General Purposes$137,500
Aipac the American Israel Public Affairs CommitteeWashington, DC501(c)(4)General Purposes$80,000
American Israel Education FoundationWashington, DC501(c)(3)General Purposes, to Include Congressional Trips$70,000
Contra Costa Jewish Day SchoolLafayette, CA501(c)(3)TO BE DISTRIBUTED AS FOLLOWS: $10,000 TO SUPPORT THE ANNUAL GALA, AND $15,000 FOR THE CAPITAL CAMPAIGN DEBT RETIREMENT$25,000
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
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Ubit Payable$79,983
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Moses and susan libitzky are husband and wife. Moses libitzky and nathan petrowsky are brother in laws.”

Form 990, Part VI, Section A, Line 3

“Management of the organization is delegated to the jewish community foundation, the supported organization.”

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

“The form 990 is prepared based on audited consolidated financial statements and with the assistance of the related organization's finance and accounting staff. The final draft of the 990 is reviewed by the treasurer, and made available to the other officers and directors for review prior to filing.”

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

“The conflict of interest policy is reviewed at the annual board meeting.”

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

“The organization does not have compensated officers.”

Form 990, Part VI, Section C, Line 19

“Governing documents, conflict of interest policy, and financial statements are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Libitzky Family Foundation
EIN
94-3372543
Phone
5108392900
Address
2121 ALLSTON WAY SUITE 200, BERKELEY, CA 94720

Signing Officer

Name
Moses Libitzky
Title
President
Phone
5108392900
Signed
2020-07-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Moses Libitzky
Formed
2001
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
6
Employees
0
Volunteers
0

Preparer

Firm
Rina Accountancy Llp
Address
475 14TH STREET SUITE 1200, OAKLAND, CA 94612
Preparer
Howard Zangwill
Phone
5108936908
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Grants made in prior years were cancelled or reduced due to 83,333. Changes in project budgets or cancellation of projects prior to funding. K-1 income from buc fund 3,188,613.”

Form 990, Part XII, Line 2

“This organization is included in the consolidated financial statements of the jewish community foundation.”

Form 990, Part XII, Line 2C

“No change from prior year in the oversight or selection process.”

Raw XML AppendixShowing 400 of 522 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.

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IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt01800
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0THE JEWISH COMMUNITY FOUNDATION
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt01800
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
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IRS990ScheduleC/AvgGrassrootsNontaxableGrp/CurrentYearMinus1Amt059242
IRS990ScheduleC/AvgGrassrootsNontaxableGrp/CurrentYearMinus2Amt049629
IRS990ScheduleC/AvgGrassrootsNontaxableGrp/CurrentYearMinus3Amt048426
IRS990ScheduleC/AvgGrassrootsNontaxableGrp/TotalAmt0177127
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/CurrentYearAmt079320
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/CurrentYearMinus1Amt0236968
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/CurrentYearMinus2Amt0198514
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/CurrentYearMinus3Amt0193703
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/TotalAmt0708505
IRS990ScheduleC/AvgTotalLobbyingExpendGrp/CurrentYearAmt080000
IRS990ScheduleC/AvgTotalLobbyingExpendGrp/CurrentYearMinus1Amt0100000
IRS990ScheduleC/AvgTotalLobbyingExpendGrp/CurrentYearMinus2Amt0100000
IRS990ScheduleC/AvgTotalLobbyingExpendGrp/CurrentYearMinus3Amt0100000
IRS990ScheduleC/AvgTotalLobbyingExpendGrp/TotalAmt0380000
IRS990ScheduleC/Form4720FiledInd00
IRS990ScheduleC/GrassrootsCeilingAmt0265691
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IRS990ScheduleC/LobbyingCeilingAmt01062758
IRS990ScheduleC/LobbyingNontaxableAmountGrp/FilingOrganizationsTotalAmt079320
IRS990ScheduleC/OtherExemptPurposeExpendGrp/FilingOrganizationsTotalAmt0316599
IRS990ScheduleC/TotalDirectLobbyingGrp/FilingOrganizationsTotalAmt080000
IRS990ScheduleC/TotalExemptPurposeExpendGrp/FilingOrganizationsTotalAmt0396599
IRS990ScheduleC/TotalLobbyingExpendGrp/FilingOrganizationsTotalAmt080000
IRS990ScheduleC/TotLbbyExpendMnsLbbyngNonTxGrp/FilingOrganizationsTotalAmt0680
IRS990ScheduleC/TotLbbyngGrassrootMnsNonTxGrp/FilingOrganizationsTotalAmt00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt079983
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0UBIT PAYABLE
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt03650000
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt11785692
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2244915
IRS990ScheduleD/OtherSecuritiesGrp/Desc0DEED OF TRUST LOANS
IRS990ScheduleD/OtherSecuritiesGrp/Desc1TJCF INVESTMENT POOL
IRS990ScheduleD/OtherSecuritiesGrp/Desc2LLP INVESTMENT
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2C
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt05680607
IRS990ScheduleD/TotalLiabilityAmt079983
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt080000
IRS990ScheduleI/RecipientTable/CashGrantAmt170000
IRS990ScheduleI/RecipientTable/CashGrantAmt225000
IRS990ScheduleI/RecipientTable/CashGrantAmt3137500
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(4)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL PURPOSES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1GENERAL PURPOSES, TO INCLUDE CONGRESSIONAL TRIPS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2TO BE DISTRIBUTED AS FOLLOWS: $10,000 TO SUPPORT THE ANNUAL GALA, AND $15,000 FOR THE CAPITAL CAMPAIGN DEBT RETIREMENT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3GENERAL PURPOSES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0AIPAC THE AMERICAN ISRAEL PUBLIC AFFAIRS COMMITTEE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1AMERICAN ISRAEL EDUCATION FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2CONTRA COSTA JEWISH DAY SCHOOL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3JEWISH FEDERATION OF THE EAST BAY
IRS990ScheduleI/RecipientTable/RecipientEIN0530217164
IRS990ScheduleI/RecipientTable/RecipientEIN1521623781
IRS990ScheduleI/RecipientTable/RecipientEIN2943375313
IRS990ScheduleI/RecipientTable/RecipientEIN3941156560
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO BOX 96727
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1251 H STREET NW
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2955 RISA ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3PO BOX 370
IRS990ScheduleI/RecipientTable/USAddress/CityNm0WASHINGTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm1WASHINGTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm2LAFAYETTE
IRS990ScheduleI/RecipientTable/USAddress/CityNm3BERKELEY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0DC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1DC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd020090
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd120001
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd294549
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd394701
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0SELECTED GRANTS ARE SUBJECT TO REPORTING REQUIREMENTS. ALL GRANTS ARE GIVEN WITH THE UNDERSTANDING THAT FUNDS SHOULD BE DIRECTED TO THE PURPOSE SPECIFIED IN THE GRANT TRANSMITTAL LETTER. IF THERE IS CONCERN ABOUT FUNDS NOT BEING USED PROPERLY WE FOLLOW UP DIRECTLY WITH THE ORGANIZATION AND CAN REQUEST A REPORT AT THAT TIME.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt03
IRS990ScheduleI/TotalOtherOrgCnt01
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0123927
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt031000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0LISA TABAK
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0154927
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleJ/WrittenEmploymentContractInd0X
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MOSES AND SUSAN LIBITZKY ARE HUSBAND AND WIFE. MOSES LIBITZKY AND NATHAN PETROWSKY ARE BROTHER IN LAWS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MANAGEMENT OF THE ORGANIZATION IS DELEGATED TO THE JEWISH COMMUNITY FOUNDATION, THE SUPPORTED ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 IS PREPARED BASED ON AUDITED CONSOLIDATED FINANCIAL STATEMENTS AND WITH THE ASSISTANCE OF THE RELATED ORGANIZATION'S FINANCE AND ACCOUNTING STAFF. THE FINAL DRAFT OF THE 990 IS REVIEWED BY THE TREASURER, AND MADE AVAILABLE TO THE OTHER OFFICERS AND DIRECTORS FOR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE CONFLICT OF INTEREST POLICY IS REVIEWED AT THE ANNUAL BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION DOES NOT HAVE COMPENSATED OFFICERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6GRANTS MADE IN PRIOR YEARS WERE CANCELLED OR REDUCED DUE TO 83,333. CHANGES IN PROJECT BUDGETS OR CANCELLATION OF PROJECTS PRIOR TO FUNDING. K-1 INCOME FROM BUC FUND 3,188,613.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THIS ORGANIZATION IS INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS OF THE JEWISH COMMUNITY FOUNDATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8NO CHANGE FROM PRIOR YEAR IN THE OVERSIGHT OR SELECTION PROCESS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART XII, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PART XII, LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,561,891
Liabilities
$479,983
Net assets
$8,081,908
Revenue
-$719,953
Expenses
$396,599
Net income
-$1,116,552
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Summary only. Only limited summary data is available for this year.$16.5$0.02$16.5$7.24$4.75$2.49
2023Summary only. Only limited summary data is available for this year.$14.2$1.08$13.1$0.69$1.05$0.37
2022Detailed filing. Detailed filing data is available for this year.$14.1$1.17$13.0$0.82$1.86$1.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.4$0.63$15.8$1.88$0.92$0.96
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.8$1.03$13.8$7.51$1.70$5.81
2019Detailed filing. Detailed filing data is available for this year.$8.56$0.48$8.08$0.72$0.40$1.12
2019Summary only. Only limited summary data is available for this year.$8.56$0.48$8.08$0.72$0.40$1.12
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.20$1.35$7.85$3.95$1.74$2.21
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.05$0.32$6.72$2.43$1.24$1.19
2016Detailed filing. Detailed filing data is available for this year.$7.80$1.12$6.68$6.88$1.19$5.69
2015Detailed filing. Detailed filing data is available for this year.$3.13$0.47$2.66$1.16$1.32$0.16
2014Detailed filing. Detailed filing data is available for this year.$3.24$0.34$2.89$1.37$1.15$0.21
2013Summary only. Only limited summary data is available for this year.$3.25$0.61$2.63$1.23$0.82$0.41
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.39$0.22$2.18$0.74
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.20$0.08$2.12$0.41