JEWISH FAMILY SERVICE OF SAN DIEGO: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- JEWISH FAMILY SERVICE OF SAN DIEGO (EIN 95-1644024)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-14
- IRS object ID
- 202441359349306674
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-14T12:50:30-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1925 CENTURY PARK E 16TH FLOOR | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951644024 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWISH FAMILY SERVICE OF SAN DIEGO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JEWI | BusinessNameControlTxt |
| Phone | 8586373000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8804 BALBOA AVE | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92123 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL HOPKINS | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 8586373000 | PhoneNum |
| Signature | 2024-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MICHAEL | PersonFirstNm |
| Person Last | HOPKINS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TAYIIKA M DENNIS CPA | PreparerPersonNm |
| PTIN | P01575149 | PTIN |
| Phone | 3102732501 | PhoneNum |
| Preparation | 2024-05-13 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MICHAEL HOPKINS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8804 BALBOA AVE | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92123 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $80,296,108 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.JFSSD.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1918 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | JEWISH FAMILY SERVICE IS A CLIENT-CENTERED,IMPACT-DRIVEN ORGANIZATION WORKING TO BUILD A STRONGER, HEALTHIER, MORE RESILIENT SAN DIEGO. | ActivityOrMissionDesc |
| Voting Members Governing Body | 22 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 22 | VotingMembersIndependentCnt |
| Total Employee | 604 | TotalEmployeeCnt |
| Total Volunteers | 1030 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $77,313,132 | PYContributionsGrantsAmt |
| CY Contributions Grants | $69,874,165 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,508,630 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $7,851,066 | CYProgramServiceRevenueAmt |
| PY Investment Income | $656,205 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,194,269 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$485,203 | PYOtherRevenueAmt |
| CY Other Revenue | -$801,896 | CYOtherRevenueAmt |
| PY Total Revenue | $81,992,764 | PYTotalRevenueAmt |
| CY Total Revenue | $78,117,604 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $13,663,093 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $20,006,735 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $27,062,634 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $33,907,509 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,807,350 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $20,848,966 | PYOtherExpensesAmt |
| CY Other Expenses | $24,467,227 | CYOtherExpensesAmt |
| PY Total Expenses | $61,574,693 | PYTotalExpensesAmt |
| CY Total Expenses | $78,381,471 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $20,418,071 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$263,867 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $83,439,392 | TotalAssetsBOYAmt |
| Total Assets EOY | $99,399,295 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $13,551,374 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $29,236,708 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $69,888,018 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $70,162,587 | NetAssetsOrFundBalancesEOYAmt |
| Mission | JEWISH FAMILY SERVICE IS A CLIENT-CENTERED, IMPACT-DRIVEN ORGANIZATION WORKING TO BUILD A STRONGER, HEALTHIER, MORE RESILIENT SAN DIEGO. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $35,043,714 | ExpenseAmt |
| Grant | $11,385,748 | GrantAmt |
| Revenue | $3,897,315 | RevenueAmt |
| Desc | WELCOME THE STRANGERSINCE ITS FOUNDING DAYS, JFS HAS WELCOMED NEW IMMIGRANTS AND THOSE IN SEARCH OF A SAFER LIFE FREE FROM VIOLENCE AND PERSECUTION. THE ORGANIZATION CONTINUES TO EMPOWER REFUGEES TO REBUILD THEIR LIVES THROUGH RESETTLEMENT SERVICES, OFFERS PRO-BONO IMMIGRATION LEGAL SERVICES, AND PROVIDES SAFETY TO ASYLUM SEEKERS THROUGH HUMANITARIAN SERVICES AND RESPITE SHELTER. JFS HAS SERVICED 71,127 CLIENT DURING THE FISCAL YEAR. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $32,621,207 | ExpenseAmt |
| Grant | $8,620,987 | GrantAmt |
| Revenue | $3,953,752 | RevenueAmt |
| Desc | BASIC NEEDS AND STABILITYJFS OFFERS A FULL SPECTRUM OF INTEGRATED SERVICES THROUGH A HOLISTIC PROGRAM DELIVERY MODEL THAT PROVIDES EMERGENCY AND SUPPLEMENTAL FOOD PROGRAMS, COMPREHENSIVE AGING AND WELLNESS SERVICES (INCLUDING TRANSPORTATION, HOME-DELIVERED MEALS, AND SOCIAL AND WELLNESS CENTERS), HOLOCAUST SURVIVOR SUPPORT PROGRAMS, CASE MANAGEMENT, PARENT EDUCATION AND SUPPORT, HOUSING RESOURCES FOR THE HOMELESS, POVERTY ALLEVIATION, REFUGEE AND IMMIGRATION RESOURCES, AND CRISIS INTERVENTION. JFS IS A PLACE WHERE JEWISH CULTURE AND VALUES ARE CELEBRATED IN SERVICE TO BOTH THE JEWISH COMMUNITY AND THE COMMUNITY AT LARGE WITH THE FEWEST POSSIBLE BARRIERS TO SERVICE. JFS HAS SERVICED 26,337 CLIENT DURING THE FISCAL YEAR. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $67,664,921 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 221 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 604 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 22 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 22 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LISA BRUNER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8586373000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8804 BALBOA AVE | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92123 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (29 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| EMILY JENNEWEIN | ||||||||
| CHAIR | 4.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DEBORAH BUCKSBAUM | ||||||||
| 1ST VICE CHAIR | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SEAN JOSEPH | ||||||||
| 2ND VICE CHAIR | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SHELDON DEREZIN | ||||||||
| TREASURER | 2.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JENNY MEISELMAN | ||||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ADAM WELLAND | ||||||||
| ADVISORY OFFICER | 2.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JAN ADLER | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| SARAH BAKHIET | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DR LI-RONG LILLY CHENG | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| SUSAN DAVIS CONGRESSWOMANRET | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| THERESA DUPUIS | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ROCKETTE EWELL | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| KIRA FINKENBERG | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| SUSANNA FLASTER | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| GARY FROST | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| RYAN GOLDENHAR | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| RABBI JASON NEVAREZ | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MARIE G RAFTERY | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| BRAD SLAVIN | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JOEL SMITH | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| KARIN TORANTO | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| SID VOORAKKARA | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL HOPKINS | ||||||||
| CHIEF EXECUTIVE OFFICER | 40.00 | 1.00 | Yes (X) | $453,346 | $0 | $48,624 | ||
| BERNADETTE GRIGGS | ||||||||
| CHIEF FINANCIAL OFFICER | 40.00 | Yes (X) | $232,489 | $0 | $29,068 | |||
| DANA TOPPEL | ||||||||
| CHIEF OPERATING OFFICER | 40.00 | $309,816 | $0 | $50,278 | Yes (X) | |||
| KEA SPURRIER | ||||||||
| CHIEF DEVELOPMENT OFFICER | 40.00 | $281,284 | $0 | $32,744 | Yes (X) | |||
| KATHERINE CLARK | ||||||||
| SR. DIR. IMMIGRATION SERVICES | 40.00 | $155,223 | $0 | $9,132 | Yes (X) | |||
| LISA BRUNER | ||||||||
| SR. DIR. CONTROLLER | 40.00 | $151,740 | $0 | $8,845 | Yes (X) | |||
| PAUL CORIGLIANO | ||||||||
| VP INFORMATION TECHNOLOGY | 40.00 | $151,293 | $0 | $16,677 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,735,191 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $195,368 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 18 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| EASY LIVING HOME CARE | |||||
| 22921 CAVANAUGH RD | LAKE FOREST | CA | 92630 | HOME CARE FOR CLIENTS | $603,596 |
| ORANGE COUNTY HOME CARE LLC DBA SALUS | |||||
| 630 ROOSEVELT | IRVINE | CA | 92620 | HOME CARE FOR CLIENTS | $598,323 |
| MR GLATT DBA Z AND L INVESTMENTS LLC | |||||
| 18375 VENTURA BLVD SUITE 700 | TARZANA | CA | 91356 | INVESTMENT SERVICES | $261,273 |
| DELL MARKETING LP | |||||
| PO BOX 910916 | PASADENA | CA | 91110 | MARKETING SERVICES | $252,043 |
| MAJA WARD | |||||
| 27068 LA PAZ UNIT 463 | ALISO VIEJO | CA | 92656 | CARE SERVICES | $199,849 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 11 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $1,753,582 | FundraisingAmt |
| Government Grants | $47,933,339 | GovernmentGrantsAmt |
| All Other Contributions | $20,187,244 | AllOtherContributionsAmt |
| Noncash Contributions | $204,277 | NoncashContributionsAmt |
| Total Contributions | $69,874,165 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PROGRAM FEES | 624100 | $7,342,601 | $7,342,601 |
| CLIENT FEES | 624100 | $508,465 | $508,465 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $7,851,066 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $577,057 | TotalRevenueColumnAmt |
| Exclusion | $577,057 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,774,254 | SecuritiesAmt |
| Other | $11,112 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,168,154 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $606,100 | SecuritiesAmt |
| Other | $11,112 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $617,212 | TotalRevenueColumnAmt |
| Exclusion | $617,212 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $208,454 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,753,582 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $1,010,350 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$801,896 | TotalRevenueColumnAmt |
| Exclusion | -$801,896 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $78,117,604 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,851,066 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $392,373 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,006,735 | TotalAmt |
| Program Services | $20,006,735 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $825,201 | TotalAmt |
| Program Services | $321,452 | ProgramServicesAmt |
| Management And General | $194,848 | ManagementAndGeneralAmt |
| Fundraising | $308,901 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,449,713 | TotalAmt |
| Program Services | $21,243,044 | ProgramServicesAmt |
| Management And General | $3,055,828 | ManagementAndGeneralAmt |
| Fundraising | $2,150,841 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $801,348 | TotalAmt |
| Program Services | $591,485 | ProgramServicesAmt |
| Management And General | $130,441 | ManagementAndGeneralAmt |
| Fundraising | $79,422 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,716,696 | TotalAmt |
| Program Services | $2,865,159 | ProgramServicesAmt |
| Management And General | $556,069 | ManagementAndGeneralAmt |
| Fundraising | $295,468 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,114,551 | TotalAmt |
| Program Services | $1,611,602 | ProgramServicesAmt |
| Management And General | $318,558 | ManagementAndGeneralAmt |
| Fundraising | $184,391 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $182,019 | TotalAmt |
| Program Services | $1,147 | ProgramServicesAmt |
| Management And General | $175,046 | ManagementAndGeneralAmt |
| Fundraising | $5,826 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,685 | TotalAmt |
| Program Services | $5,250 | ProgramServicesAmt |
| Management And General | $127,435 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $135,096 | TotalAmt |
| Management And General | $135,096 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,019,163 | TotalAmt |
| Program Services | $1,379,387 | ProgramServicesAmt |
| Management And General | $419,249 | ManagementAndGeneralAmt |
| Fundraising | $220,527 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,794 | TotalAmt |
| Program Services | $28,291 | ProgramServicesAmt |
| Management And General | $17,059 | ManagementAndGeneralAmt |
| Fundraising | $60,444 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,416,213 | TotalAmt |
| Program Services | $1,560,882 | ProgramServicesAmt |
| Management And General | $638,655 | ManagementAndGeneralAmt |
| Fundraising | $216,676 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,876,737 | TotalAmt |
| Program Services | $1,859,897 | ProgramServicesAmt |
| Management And General | $16,340 | ManagementAndGeneralAmt |
| Fundraising | $500 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $423,825 | TotalAmt |
| Program Services | $362,415 | ProgramServicesAmt |
| Management And General | $47,355 | ManagementAndGeneralAmt |
| Fundraising | $14,055 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,863 | TotalAmt |
| Program Services | $1,733 | ProgramServicesAmt |
| Management And General | $130 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $981,927 | TotalAmt |
| Program Services | $718,013 | ProgramServicesAmt |
| Management And General | $188,795 | ManagementAndGeneralAmt |
| Fundraising | $75,119 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $522,283 | TotalAmt |
| Program Services | $326,832 | ProgramServicesAmt |
| Management And General | $181,057 | ManagementAndGeneralAmt |
| Fundraising | $14,394 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| SUBCONTRACTOR FEES | $11,554,779 | $11,544,741 | $2,601 | $7,437 |
| ALL OTHER EXPENSES | $1,791,245 | $1,071,059 | $614,499 | $105,687 |
| PROGRAM EXPENSES | $998,206 | $989,609 | $941 | $7,656 |
| EQUIPMENT, REPAIRS, AND | $793,707 | $676,778 | $75,851 | $41,078 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $531,685 | TotalAmt |
| Program Services | $499,410 | ProgramServicesAmt |
| Management And General | $13,347 | ManagementAndGeneralAmt |
| Fundraising | $18,928 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,381,471 | TotalAmt |
| Program Services | $67,664,921 | ProgramServicesAmt |
| Management And General | $6,909,200 | ManagementAndGeneralAmt |
| Fundraising | $3,807,350 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,770,091 | BOYAmt |
| EOY | $31,521,224 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $125,156 | BOYAmt |
| EOY | $140,627 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,327,665 | BOYAmt |
| EOY | $16,392,221 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $279,604 | BOYAmt |
| EOY | $851,155 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,000 | BOYAmt |
| EOY | $75,000 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,278,442 | BOYAmt |
| EOY | $6,411,942 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $6,972,028 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,072,478 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,788,451 | BOYAmt |
| EOY | $2,899,550 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,752,799 | BOYAmt |
| EOY | $26,000,218 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,042,184 | BOYAmt |
| EOY | $15,107,358 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,439,392 | BOYAmt |
| EOY | $99,399,295 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,853,271 | BOYAmt |
| EOY | $2,919,728 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,828,827 | BOYAmt |
| EOY | $23,815,826 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,819,276 | BOYAmt |
| EOY | $2,501,154 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,551,374 | BOYAmt |
| EOY | $29,236,708 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,634,905 | BOYAmt |
| EOY | $53,927,228 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,253,113 | BOYAmt |
| EOY | $16,235,359 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,888,018 | BOYAmt |
| EOY | $70,162,587 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,439,392 | BOYAmt |
| EOY | $99,399,295 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$263,867 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,303,033 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$764,597 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $29,965,999 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $31,390,360 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $41,772,596 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $77,313,132 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $69,874,165 | CurrentTaxYearAmt |
| Total | $250,316,252 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $29,965,999 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $31,390,360 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $41,772,596 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $77,313,132 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $69,874,165 | CurrentTaxYearAmt |
| Total | $250,316,252 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $15,507,905 | SubstantialContributorsTotAmt |
| Public Support Total170 | $234,808,347 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $610,874 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $457,573 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $295,885 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $424,826 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $577,057 | CurrentTaxYearAmt |
| Total | $2,366,215 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $252,682,467 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $12,774,722 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.92930 | PublicSupportCY170Pct |
| Public Support PY170 | 0.91400 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,624,548 | BeginningYearBalanceAmt |
| Contributions | $45,336 | ContributionsAmt |
| Investment Earnings Or Losses | $787,371 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $670,789 | OtherExpendituresAmt |
| End Year Balance | $9,786,466 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,326,102 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$1,186,327 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $515,227 | OtherExpendituresAmt |
| End Year Balance | $9,624,548 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,145,858 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $2,669,001 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $488,757 | OtherExpendituresAmt |
| End Year Balance | $11,326,102 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,674,028 | BeginningYearBalanceAmt |
| Contributions | $2,626 | ContributionsAmt |
| Investment Earnings Or Losses | -$30,514 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $500,282 | OtherExpendituresAmt |
| End Year Balance | $9,145,858 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,604,244 | BeginningYearBalanceAmt |
| Contributions | $500 | ContributionsAmt |
| Investment Earnings Or Losses | $336,799 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $536,099 | OtherExpendituresAmt |
| End Year Balance | $9,405,444 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.47136 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.45251 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.07613 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,392,608 | OtherCostOrOtherBasisAmt |
| Depreciation | $619,074 | DepreciationAmt |
| Book Value | $1,773,534 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,382,438 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,453,404 | DepreciationAmt |
| Book Value | $929,034 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $196,982 | OtherCostOrOtherBasisAmt |
| Book Value | $196,982 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,899,550 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| BENEFICIAL INTERESTS IN ENDOWMENT FUNDS | $9,376,770 | F |
| FUNDS HELD AT JEWISH COMMUNITY FOUNDATION | $16,623,448 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $26,000,218 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DEPOSITS | $339,964 |
| INVESTMENTS IN SUBSIDIARIES | $5,270,921 |
| INTERCOMPANY RECEIVABLES | $7,483,051 |
| RIGHT OF USE ASSETS | $2,013,422 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $15,107,358 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED COMPENSATION | $455,472 |
| LEASE LIABILITY | $2,045,682 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,501,154 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $80,295,891 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,303,033 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $1,010,350 | OtherRevenueAmt |
| Revenue Not Reported | $2,313,383 | RevenueNotReportedAmt |
| Revenue Subtotal | $77,982,508 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $135,096 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $135,096 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $78,117,604 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $79,256,725 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $1,010,350 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,010,350 | ExpensesNotReportedAmt |
| Expenses Subtotal | $78,246,375 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $135,096 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $135,096 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $78,381,471 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | JFS, RADY JFS FOUNDATION, THE FOUNDATION, HOLDINGS, BALBOA, AND CARS NONPROFIT ARE PUBLIC CHARITIES AND ARE EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE. HUL IS NOT CONSIDERED TAX EXEMPT FOR THE STATE OF CALIFORNIA BUT IS INCLUDED IN THE FEDERAL TAX FILING OF JFS. THE FOUNDATION, HOLDINGS, BALBOA, AND HUL ARE CONSIDERED DISREGARDED ENTITIES FOR INCOME TAX PURPOSES AND ARE INCLUDED IN THE INCOME TAX RETURNS FILED BY JFS. JFS AND CARS NONPROFIT BELIEVE THAT THEY HAVE APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DO NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE CONSOLIDATED FINANCIAL STATEMENTS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSE NETTED WITH REVENUE 1,010,350. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSE NETTED WITH REVENUE 1,010,350. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JILL SPITZER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2825 MAPLE ST | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | FUNDRAISING | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $133,794 | GrossReceiptsAmt |
| Retained By Contractor | $20,233 | RetainedByContractorAmt |
| Net To Organization | $113,561 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $133,794 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $20,233 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $113,561 | TotalNetToOrganizationAmt |
| Licensed States | CA | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | LUNCHEON | Event1Nm |
| Gross Receipts Event1 | $62,039 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $52,015 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $10,024 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $20,357 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $17,000 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $158,343 | OtherDirectExpensesEvent1Amt |
| Event2 | GALA | Event2Nm |
| Gross Receipts Event2 | $1,899,997 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $1,701,567 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $198,430 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $280,905 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $20,900 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $512,845 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $1,962,036 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,753,582 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $208,454 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $301,262 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $37,900 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $671,188 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $1,010,350 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$801,896 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (5 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|
| HOUSING, FOOD AND CASH ASSISTANCE FOR REFUGEES AND IMMIGRANTS | 223428 | $11,373,248 | $12,500 | FMV | FURNITURE, CLOTHING, HOUSEHOLD ITEMS |
| HOMECARE AND OTHER EMERGENCY FUNDS FOR VICTIMS OF THE HOLOCAUST | 1087 | $4,849,407 | $8,850 | FMV | GIFT CERTIFICATES |
| EMERGENCY FUNDS FOR CLIENTS IN CRISIS | 14698 | $2,090,676 | $179,036 | FMV | GIFTS |
| EMERGENCY FOOD ASSISTANCE TO NO INCOME AND LOW INCOME CLIENTS | 2485 | $173,943 | $1,246,775 | COST | FOOD AND DIAPERS |
| SCHOLARSHIPS | 21 | $72,300 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MICHAEL HOPKINS | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $453,346 | $0 | $0 | $0 | $0 | $0 | $36,515 | $0 | $12,109 | $0 | $501,970 | $0 | $0 | $0 |
| DANA TOPPEL | ||||||||||||||
| CHIEF OPERATING OFFICER | $309,816 | $0 | $0 | $0 | $0 | $0 | $33,445 | $0 | $16,833 | $0 | $360,094 | $0 | $0 | $0 |
| KEA SPURRIER | ||||||||||||||
| CHIEF DEVELOPMENT OFFICER | $281,284 | $0 | $0 | $0 | $0 | $0 | $18,981 | $0 | $13,763 | $0 | $314,028 | $0 | $0 | $0 |
| BERNADETTE GRIGGS | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $232,489 | $0 | $0 | $0 | $0 | $0 | $17,203 | $0 | $11,865 | $0 | $261,557 | $0 | $0 | $0 |
| PAUL CORIGLIANO | ||||||||||||||
| VP INFORMATION TECHNOLOGY | $151,293 | $0 | $0 | $0 | $0 | $0 | $7,101 | $0 | $9,576 | $0 | $167,970 | $0 | $0 | $0 |
| KATHERINE CLARK | ||||||||||||||
| SR. DIR. IMMIGRATION SERVICES | $155,223 | $0 | $0 | $0 | $0 | $0 | $8,501 | $0 | $631 | $0 | $164,355 | $0 | $0 | $0 |
| LISA BRUNER | ||||||||||||||
| SR. DIR. CONTROLLER | $151,740 | $0 | $0 | $0 | $0 | $0 | $8,202 | $0 | $643 | $0 | $160,585 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3 | THE BOARD OF DIRECTORS IS RESPONSIBLE FOR SETTING THE CONTRACT OF THE CEO AND COO. A CONSULTING FIRM REVIEWS THE SALARY RANGES FOR THE CFO AND CDO VIA COMPENSATION STUDY AND MAKE RECOMMENDATIONS. A CONSULTANT ALSO CONDUCTS SALARY STUDIES FOR AND MAKE RECOMMENDATIONS FOR SALARY RANGES FOR ALL OTHER STAFF POSITIONS. COMPENSATION STUDIES ARE PRESENTED TO THE BOARD OF DIRECTORS FOR REVIEW AND FINAL APPROVAL. |
| PART I, LINE 4B | NAME: MICHAEL HOPKINS, DESCRIPTION: CONTRIBUTION, CURRENT YEAR AMOUNT: $20,500. PLAN DESCRIPTION: CONTRIBUTION NAME: DANA TOPPEL, DESCRIPTION: CONTRIBUTION, CURRENT YEAR AMOUNT: $20,000. PLAN DESCRIPTION: CONTRIBUTION NAME: KEA SPURRIER, DESCRIPTION: CONTRIBUTION, CURRENT YEAR AMOUNT: $5,000. PLAN DESCRIPTION: CONTRIBUTION NAME: BERNADETTE GRIGGS, DESCRIPTION: CONTRIBUTION, CURRENT YEAR AMOUNT: $5,000. PLAN DESCRIPTION: CONTRIBUTION |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | GIFT CARDS | 2000 | $193,350 | CARD VALUE |
| Yes (X) | VEHICLE MAINTENANCE | 9 | $10,927 | INVOICE CREDIT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 IS REVIEWED BY THE AUDIT COMMITTEE AND THE BOARD OF DIRECTORS |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL BOARD MEMBERS ARE REQUIRED TO SIGN ON AN ANNUAL BASIS A CONFLICT OF INTEREST STATEMENT. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD OF DIRECTORS IS RESPONSIBLE FOR SETTING THE CONTRACT OF THE CEO AND COO. A CONSULTING FIRM REVIEWS THE SALARY RANGES FOR THE CFO AND CDO VIA COMPENSATION STUDY AND MAKE RECOMMENDATIONS. A CONSULTANT ALSO CONDUCTS SALARY STUDIES FOR AND MAKE RECOMMENDATIONS FOR SALARY RANGES FOR ALL OTHER STAFF POSITIONS. COMPENSATION STUDIES ARE PRESENTED TO THE BOARD OF DIRECTORS FOR REVIEW AND FINAL APPROVAL. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2022. |
| FORM 990, PART VI, SECTION C, LINE 19 | AT OUR MAIN OFFICE 8804 BALBOA AVE, SAN DIEGO, CA. 92123 |
| FORM 990, PART XI, LINE 9: | INTERCOMPANY TRANSFER -764,597. |
| FORM 990, PART XII, LINE 2C | THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| JFS FOUNDATION LLC | |||||||||
| 8804 BALBOA AVENUE | SAN DIEGO | CA | 92123 | 562574072 | TO FURTHER JFS EXEMPT CHARITABLE PURPOSE | CA | $0 | $0 | JEWISH FAMILY SERVICE OF SAN DIEGO |
| JFS HOLDINGS LLC | |||||||||
| 8804 BALBOA AVENUE | SAN DIEGO | CA | 92123 | 562574074 | TO FURTHER JFS EXEMPT CHARITABLE PURPOSE | CA | $0 | $6,052,835 | JEWISH FAMILY SERVICE OF SAN DIEGO |
| 8788 BALBOA AVENUE LLC | |||||||||
| 8804 BALBOA AVENUE | SAN DIEGO | CA | 92123 | 463948553 | TO FURTHER JFS EXEMPT CHARITABLE PURPOSE | CA | $0 | $4,929,523 | JEWISH FAMILY SERVICE OF SAN DIEGO |
| HAND UP LENDING LLC | |||||||||
| 8804 BALBOA AVENUE | SAN DIEGO | CA | 92123 | 474758351 | TO FURTHER JFS EXEMPT CHARITABLE PURPOSE | CA | $0 | $0 | JEWISH FAMILY SERVICE OF SAN DIEGO |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| RADY JEWISH FAMILY SERVICE FOUNDATION | ||||||||||
| 8804 BALBOA AVE | SAN DIEGO | CA | 92123 | 845162579 | TO FURTHER JFS EXEMPT CHARITABLE PURPOSE | CA | 501(C)(3) | LINE 12A, I | JEWISH FAMILY SERVICE OF SAN DIEGO | Yes (1) |
| CHARITABLE ADULT RIDES & SERVICES INC | ||||||||||
| 4669 MURPHY CANYON ROAD SUITE 100 | SAN DIEGO | CA | 92123 | 274327126 | TRANSPORTATION SOLUTIONS FOR OLDER ADULTS | CA | 501(C)(3) | LINE 10 | JEWISH FAMILY SERVICE OF SAN DIEGO | Yes (1) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KLA HOLDINGS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4669 MURPHY CANYON ROAD 100 | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92123 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 831219642 | EIN |
| Primary Activities | REAL ESTATE AND LAND RENTAL | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Predominant Income Type | N/A | PredominantIncomeTypeTxt |
| Share Of Total Income | $8,074 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $79,070 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| General Or Managing Partner | 0 | GeneralOrManagingPartnerInd |
| Ownership | 0.50000 | OwnershipPct |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CAPITAL CITY AUTO AUCTION | ||||||||||||
| 3796 RECYCLE ROAD | RANCHO CORDOVA | CA | 95742 | 813043933 | VEHICLE AUCTION SERVICES | CA | CHARITABLE ADULT RIDES & SERVICES | C | $477,943 | $2,379,844 | 1.00000 | 0 |
| CHARITABLE AUTO RECYCLING INC | ||||||||||||
| 4669 MURPHY CANYON ROAD SUITE 100 | SAN DIEGO | CA | 92123 | 831219813 | VEHICLE AUCTION SERVICES | CA | CHARITABLE ADULT RIDES & SERVICES | C | $200,924 | $435,490 | 1.00000 | 0 |
| EXPRESS AUTO AUCTION | ||||||||||||
| 4669 MURPHY CANYON ROAD SUITE 100 | SAN DIEGO | CA | 92123 | 842904651 | VEHICLE AUCTION SERVICES | CA | CHARITABLE ADULT RIDES & SERVICES | C | $98,029 | $2,725,066 | 1.00000 | 0 |
| POLARIS MOBILITY INC | ||||||||||||
| 4669 MURPHY CANYON ROAD SUITE 100 | SAN DIEGO | CA | 92123 | 274327126 | LOGISTICS SOFTWARE | CA | CHARITABLE ADULT RIDES & SERVICES | C | -$52,205 | $1,795,590 | 1.00000 | 0 |
| PUBLIC AUTO AUCTION (PONTIAC) LLC | ||||||||||||
| 4669 MURPHY CANYON ROAD SUITE 100 | SAN DIEGO | CA | 92123 | 882771298 | VEHICLE AUCTION SERVICES | CA | CHARITABLE ADULT RIDES & SERVICES | C | -$139,570 | $550,778 | 1.00000 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (5 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| CHARITABLE ADULT RIDES AND SERVICES INC | ||
| C | $5,150,000 | FMV |
| RADY JEWISH FAMILY SERVICE FOUNDATION | ||
| R | $764,597 | BOOK VALUE |
| CHARITABLE ADULT RIDES AND SERVICES INC | ||
| S | $594,015 | FMV ON THE GO BILLINGS |
| RADY JEWISH FAMILY SERVICE FOUNDATION | ||
| C | $294,605 | FMV |
| CHARITABLE ADULT RIDES AND SERVICES INC | ||
| R | $17,803 | BOOK VALUE |