Form 990 for tax year 2023
Filed by JULIETTE FOWLER COMMUNITIES INC.
Totals
- Total revenue
- $13,175,831
- Total expenses
- $12,484,536
- Contributions and grants received
- $2,252,684
- Grants paid
- $549,464
- Program service revenue
- $10,221,349
- Investment income
- $101,798
- Other revenue
- $600,000
- Total assets, end of year
- $17,951,063
- Total liabilities, end of year
- $1,457,438
- Net assets or fund balances, end of year
- $16,493,625
- Program services expenses (Part IX)
- $9,409,183
- Management and general expenses
- $2,822,131
- Fundraising expenses
- $253,222
- Program service expenses (Part III)
- $9,409,183
Program services were 75.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1d · Related organizations
$2,252,090
-
1f · All other contributions, gifts and grants
$594
-
2a · Program service revenue: RESIDENT REVENUE
total $7,337,916 · related or exempt $7,337,916
-
2b · Program service revenue: OTHER SERVICE REVENUE
total $2,883,433 · related or exempt $2,883,433
-
3 · Investment income
total $101,798 · excluded $101,798
-
11a · Other revenue: MANAGEMENT FEE INCOME
total $600,000 · excluded $600,000
-
11e · Other revenue, total
$600,000
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $549,464 · program services $549,464
-
5 · Compensation of officers, directors and key employees
total $866,825 · management and general $866,825
-
7 · Other salaries and wages
total $2,439,610 · program services $1,961,323 · management and general $432,856 · fundraising $45,431
-
8 · Pension plan contributions
total $693,397 · program services $557,456 · management and general $123,028 · fundraising $12,913
-
9 · Other employee benefits
total $3,011 · program services $2,421 · management and general $534 · fundraising $56
-
10 · Payroll taxes
total $489,527 · program services $393,555 · management and general $86,856 · fundraising $9,116
-
11a · Fees: management
total $982,216 · program services $789,652 · management and general $174,273 · fundraising $18,291
-
11b · Fees: legal
total $64,960 · program services $52,224 · management and general $11,526 · fundraising $1,210
-
11c · Fees: accounting
total $278,054 · program services $223,541 · management and general $49,335 · fundraising $5,178
-
11e · Fees: professional fundraising services
total $48,000 · fundraising $48,000
-
11g · Fees: other
total $70,884 · program services $56,987 · management and general $12,577 · fundraising $1,320
-
12 · Advertising and promotion
total $132,164 · program services $106,253 · management and general $23,450 · fundraising $2,461
-
13 · Office expenses
total $243,734 · program services $195,950 · management and general $43,245 · fundraising $4,539
-
16 · Occupancy
total $508,014 · program services $408,418 · management and general $90,136 · fundraising $9,460
-
17 · Travel
total $36,843 · program services $29,620 · management and general $6,537 · fundraising $686
-
22 · Depreciation, depletion and amortization
total $1,190,353 · program services $956,983 · management and general $211,203 · fundraising $22,167
-
23 · Insurance
total $349,329 · program services $280,843 · management and general $61,981 · fundraising $6,505
-
24a · Other expenses: FOOD & DIETARY
total $1,368,236 · program services $1,099,992 · management and general $242,764 · fundraising $25,480
-
24b · Other expenses: LEASE EXPENSE
total $584,520 · program services $469,924 · management and general $103,711 · fundraising $10,885
-
24c · Other expenses: DUES, SUBSCRIPTIONS & L
total $500,915 · program services $402,710 · management and general $88,877 · fundraising $9,328
-
24d · Other expenses: OTHER EXPENSES
total $354,579 · program services $285,064 · management and general $62,912 · fundraising $6,603
-
24e · All other expenses
total $729,901 · program services $586,803 · management and general $129,505 · fundraising $13,593
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $772,077 · end of year $317,373
-
4 · Accounts receivable
beginning of year $2,396,692 · end of year $5,000,109
-
9 · Prepaid expenses and deferred charges
beginning of year $172,366 · end of year $58,017
-
10a · Land, buildings and equipment: cost or other basis
$18,709,084
-
10b · Land, buildings and equipment: accumulated depreciation
$8,609,111
-
10c · Land, buildings and equipment, net
beginning of year $10,351,344 · end of year $10,099,973
-
12 · Investments: other securities
beginning of year $618,852 · end of year $618,852
-
15 · Other assets
beginning of year $2,485,760 · end of year $1,856,739
-
17 · Accounts payable and accrued expenses
beginning of year $993,174 · end of year $1,016,530
-
25 · Other liabilities
beginning of year $1,587 · end of year $440,908
-
27 · Net assets without donor restrictions
beginning of year $15,802,330 · end of year $16,493,625
Mission and programs · 2023
Mission
JFC INC'S BASIC MISSION IS TO CARE FOR THOSE UNABLE TO CARE FOR THEMSELVES. JFC WAS CHARTERED IN 1892 TO PROVIDE A HOME FOR ELDERLY WIDOWS AND ORPHANED CHILDREN. SINCE THEN ITS PROGRAMS HAVE BEEN MODIFIED AND EXPANDED TO MEET THE CHANGING NEEDS OF THE COMMUNITY.
-
HEALTHCARE & REHAB/ASSISTED LIVING & INDEPENDENT LIVING:JULIETTE FOWLER COMMUNITIES, INC PROVIDES AROUND THE CLOCK NURSING CARE OR ASSISTED LIVING SERVICES TO RESIDENTS UNABLE TO REMAIN IN THEIR HOME ENVIRONMENT. JACKSON LIVING CENTER PROVIDES INDEPENDENT LIVING APARTMENTS FOR THE ELDERLY. IN TOTAL, CAPACITY AT JULIETTE FOWLER COMMUNITIES, INC IS 144 RESIDENTS.
Expenses $9,409,183 · Grants $549,464 · Revenue $9,921,349
-
CHILDREN, YOUTH & FAMILY SERVICES:THIS PROGRAM CONSISTS OF A FOSTER CARE PROGRAM FOR PLACEMENT OF CHILDREN IN FOSTER HOMES AND THE EBBY HOUSE, A RESIDENTIAL HOME FOR YOUNG WOMEN WHO HAVE AGED OUT OF THE FOSTER CARE SYSTEM. THIS STRENGTHS-BASED PROGRAM WILL MENTOR UP TO 14 YOUNG WOMEN FOR 12-24 MONTHS, INSTILL LIFE SKILLS, AND PROVIDE HOUSING, HEALTHCARE, EDUCATION, CAREER GUIDANCE, JOB TRAINING, AND PERMANENCY.
Revenue $300,000
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Ben BrooksBEN BROOKS
PAST CHAIR
- Total calculated
- $0
- Hours/week
- 0.2 + 0.3 related
-
Jeff MundyJEFF MUNDY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.2 + 0.3 related
-
Jack O Nelson JrJACK O NELSON JR
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.2 + 0.3 related
-
Jill NelsonJILL NELSON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.2 + 0.3 related
-
Matt ParkerMATT PARKER
TREASURER
- Total calculated
- $0
- Hours/week
- 0.2 + 0.3 related
-
Jimmy PercivalJIMMY PERCIVAL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.2 + 0.3 related
-
Mark WassenichMARK WASSENICH
BOARD MEMBER (TERM ENDED)
- Total calculated
- $0
- Hours/week
- 0.2 + 0.3 related
-
Rev Andy MangumREV ANDY MANGUM
EX. OFFICIO
- Total calculated
- $0
- Hours/week
- 0.2 + 0.3 related
-
Claire Catrino - Jld RepCLAIRE CATRINO - JLD REP
EX. OFFICIO (TERM ENDED)
- Total calculated
- $0
- Hours/week
- 0.2 + 0.3 related
-
Carol MaxwellCAROL MAXWELL
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 0.2 + 0.3 related
-
Rev Donald ManworrenREV DONALD MANWORREN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.2 + 0.3 related
-
Gray PowersGRAY POWERS
CHAIR
- Total calculated
- $0
- Hours/week
- 0.2 + 0.3 related
-
Pete BratliePETE BRATLIE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.2 + 0.3 related
-
Fay BrightFAY BRIGHT
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.2 + 0.3 related
-
Barbara BradfieldBARBARA BRADFIELD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.2 + 0.3 related
-
Tommy ColeTOMMY COLE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.2 + 0.3 related
-
Richard DooleyRICHARD DOOLEY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.2 + 0.3 related
-
Leta DurrettLETA DURRETT
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.2 + 0.3 related
-
Michelle FeavelMICHELLE FEAVEL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.2 + 0.3 related
-
Sandra ForemanSANDRA FOREMAN
SECRETARY
- Total calculated
- $0
- Hours/week
- 0.2 + 0.3 related
-
Elizabeth HermannELIZABETH HERMANN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.2 + 0.3 related
-
Kenneth Kellam JrKENNETH KELLAM JR
BOARD MEMBER (TERM ENDED)
- Total calculated
- $0
- Hours/week
- 0.2 + 0.3 related
-
Rev Virzola LawREV VIRZOLA LAW
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.2 + 0.3 related
-
Rev Jacob MillerREV JACOB MILLER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.2 + 0.3 related
-
Matt BandyMATT BANDY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.2 + 0.3 related
-
Don McKenzie JrDON MCKENZIE JR
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.2 + 0.3 related
-
Mary RobertsMARY ROBERTS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.2 + 0.3 related
-
Allison KlingsickALLISON KLINGSICK
BOARD MEMBER-JLD REP
- Total calculated
- $0
- Hours/week
- 0.2 + 0.3 related
-
Elizabeth Nicole GannELIZABETH NICOLE GANN
CEO
- Total calculated
- $307,544
- From this org
- $277,000
- From related orgs
- $0
- Other
- $30,544
- Hours/week
- 34 + 6 related
Schedule J breakdown matched by us
- Base
- $257,600
- Bonus
- $19,400
- Other
- $0
- Deferred
- $30,338
- Nontaxable benefits
- $206
- Filer's total
- $307,544
-
Billie CollinsBILLIE COLLINS
COO
- Total calculated
- $171,333
- From this org
- $154,254
- From related orgs
- $0
- Other
- $17,079
- Hours/week
- 34 + 6 related
Schedule J breakdown matched by us
- Base
- $137,942
- Bonus
- $16,312
- Other
- $0
- Deferred
- $16,968
- Nontaxable benefits
- $111
- Filer's total
- $171,333
-
Ann McKinleyANN MCKINLEY
CAO (TERM ENDED)
- Total calculated
- $102,647
- From this org
- $95,057
- From related orgs
- $0
- Other
- $7,590
- Hours/week
- 34 + 6 related
-
Scott MartinezSCOTT MARTINEZ
CFO
- Total calculated
- $177,819
- From this org
- $160,081
- From related orgs
- $0
- Other
- $17,738
- Hours/week
- 34 + 6 related
Schedule J breakdown matched by us
- Base
- $147,347
- Bonus
- $12,734
- Other
- $0
- Deferred
- $17,609
- Nontaxable benefits
- $129
- Filer's total
- $177,819
-
Ashley T BrownASHLEY T BROWN
CAO
- Total calculated
- $107,483
- From this org
- $98,477
- From related orgs
- $0
- Other
- $9,006
- Hours/week
- 34 + 6 related
-
Ken CarpenterKEN CARPENTER
DIRECTOR OF HEALTHCARE SERVICES
- Total calculated
- $148,233
- From this org
- $133,543
- From related orgs
- $0
- Other
- $14,690
- Hours/week
- 40
-
Jonathan M SpencerJONATHAN M SPENCER
DIRECTOR OF FINANCE & ACCOUNTING
- Total calculated
- $141,543
- From this org
- $131,900
- From related orgs
- $0
- Other
- $9,643
- Hours/week
- 40
-
Teresia NdunguTERESIA NDUNGU
LICENSED VOCATIONAL NURSE
- Total calculated
- $118,134
- From this org
- $106,427
- From related orgs
- $0
- Other
- $11,707
- Hours/week
- 40
-
Lori RiceLORI RICE
DIRECTOR OF CLINICAL SERVICES
- Total calculated
- $119,341
- From this org
- $107,579
- From related orgs
- $0
- Other
- $11,762
- Hours/week
- 40
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Form 990 of other organizations
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
$549,464
GENERAL PROGRAM SUPPORT
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(C)(3) · MANAGE INVESTMENTS MADE W/ FUNDS DONATED FOR THE BENEFIT OF JF ENTITIES · TX
Directly controlled by JULIETTE FOWLER COMMUNITIES INC
-
JULIETTE FOWLER PROPERTIES INC
501(C)(2) · PROVIDING HOUSING TO ELDERY AND HANDICAPPED · TX
Directly controlled by JULIETTE FOWLER COMMUNITIES INC
-
FOWLER CHRISTIAN APARTMENTS II INC
501(C)(3) · PROVIDING HOUSING & CARE TO THOSE IN NEED · TX
Directly controlled by JULIETTE FOWLER COMMUNITIES INC
-
FOWLER CHRISTIAN APARTMENTS III INC
501(C)(3) · PROVIDING HOUSING & CARE TO THOSE IN NEED · TX
Directly controlled by JULIETTE FOWLER COMMUNITIES INC
-
FOWLER CHRISTIAN APARTMENTS INC
501(C)(3) · PROVIDING HOUSING & CARE TO THOSE IN NEED · TX
Directly controlled by JULIETTE FOWLER COMMUNITIES INC
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related partnerships
Part III: related organizations taxable as a partnership, with the filer's share.
-
JULIETTE FOWLER SENIOR AFFORDABLE HOUSING LP
PROVIDE AFFORDABLE HOUSING · TX · 0.01% owned · share of income -$329 · share of assets $2,486 · general or managing partner
Directly controlled by JULIETTE FOWLER SENIOR AFFORDABLE HOUSING GP LLC
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 28 August 2024
- IRS schema version
- 2023v5.1
- Source object
- 202412479349301216
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