Form 990 for tax year 2023
Filed by ALLIED JEWISH APARTMENTS ENDOWMENT.
Totals
- Total revenue
- $537,278
- Total expenses
- $52,185
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $537,278
- Other revenue
- $0
- Total assets, end of year
- $6,900,262
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $6,900,262
- Program services expenses (Part IX)
- $44,820
- Management and general expenses
- $6,286
- Fundraising expenses
- $1,079
- Program service expenses (Part III)
- $44,820
Program services were 85.9% 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.
-
3 · Investment income
total $212,337 · excluded $212,337
-
7a · Gross sales of assets other than inventory
securities $325,848
-
7b · Less cost or other basis and sales expenses
securities $907
-
7c · Gain or loss
securities $324,941
-
7d · Net gain or loss
total $324,941 · unrelated business $324,941
Functional expenses
Part IX, the statement of functional expenses.
-
13 · Office expenses
total $52,185 · program services $44,820 · management and general $6,286 · fundraising $1,079
Balance sheet
Part X, book values.
-
11 · Investments: publicly traded securities
beginning of year $5,929,656 · end of year $6,804,416
-
15 · Other assets
beginning of year $87,689 · end of year $95,846
-
27 · Net assets without donor restrictions
beginning of year $5,929,656 · end of year $6,804,417
-
28 · Net assets with donor restrictions
beginning of year $87,689 · end of year $95,845
Mission and programs · 2023
Mission
TO PROVIDE SUPPORT FOR THE FUNCTIONS OF ALLIED HOUSING, INC. WITH PARTICULAR FOCUS ON IMPROVING THE LIVES OF THE RESIDENTS OF ALLIED HOUSING, INC.
Activities or mission (Part I)
TO PROVIDE SUPPORT TO LOW INCOME SENIORS SEEKING HOUSING AND SUPPORT SERVICES
-
ALLIED JEWISH APARTMENTS FOUNDATION SUPPORTS ELDERLY LOW INCOME HOUSING OF ALLIED HOUSING, INC. LOCATED IN DENVER, COLORADO.
Expenses $44,820
As filed on the 2023 return.
Listed in Part VII
-
Perry MossPERRY MOSS
PRESIDENT/PAST KAVOD SENIOR LIF
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Jay MactasJAY MACTAS
PAST KAVOD SENIOR LIFE MEM
- Total calculated
- $0
- Hours/week
- 1
-
Molly ZwerdlingerMOLLY ZWERDLINGER
KAVOD SENIOR LIFE MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Jan SchorrJAN SCHORR
KAVOD SENIOR LIFE MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Brian RechtBRIAN RECHT
OUTSIDE MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Alan ReiflerALAN REIFLER
OUTSIDE MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Joey SimonJOEY SIMON
KAVOD SENIOR LIFE MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Kevin ShullerKEVIN SHULLER
OUTSIDE MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Webb YolandaWEBB YOLANDA
KAVOD SENIOR LIFE MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Michael KleinMICHAEL KLEIN
PRESIDENT/CHIEF EXECUTIVE
- Total calculated
- $295,393
- From this org
- $0
- From related orgs
- $269,893
- Other
- $25,500
- Hours/week
- 2 + 9.25 related
Schedule J breakdown matched by us
- Base
- $0 + $226,294 related
- Bonus
- $0 + $43,599 related
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $0 + $269,893 related
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
None.
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
The filer's explanations (Part III)
- PART I, LINE 3
- THE FOUNDATION RELIED ON A RELATED ORGANIZATION THAT USED ONE OR MORE OF THESE METHODS TO ESTABLISH THE COMPENSATION OF OFFICERS.
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
No itemized grants to organizations on this return.
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) · PROVIDE SUPPORT FOR LOW INCOME HOUSING TO THE ELDERLY · CO
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.
-
ALLIED HOUSING EAST LLLP
RELATED · PROVIDE LOW INCOME HOUSING TO THE ELDERLY · CO
Directly controlled by ALLIED HOUSING INC
-
ALLIED HOUSING WEST LLLP
RELATED · PROVIDE LOW INCOME HOUSING TO THE ELDERLY · CO
Directly controlled by ALLIED HOUSING INC
-
ALLIED HOUSING SOUTH LLLP
RELATED · PROVIDE LOW INCOME HOUSING TO THE ELDERLY · CO
Directly controlled by ALLIED HOUSING INC
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 8 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202433179349306258
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