Form 990 for tax year 2022

Revenue

Part VIII, the statement of revenue.

• 1c · Fundraising events

  $150,368

• 1d · Related organizations

  $12,944

• 1f · All other contributions, gifts and grants

  $3,013,431

• 3 · Investment income

  total $186,309 · excluded $186,309

• 7a · Gross sales of assets other than inventory

  securities $2,168,289

• 7b · Less cost or other basis and sales expenses

  securities $2,272,435

• 7c · Gain or loss

  securities -$104,146

• 7d · Net gain or loss

  total -$104,146 · excluded -$104,146

• 8a · Fundraising events: gross income

  $127,166

• 8a · Fundraising events: contributions included on line 1c

  $150,368

• 8b · Fundraising events: direct expenses

  $197,573

• 8c · Net income from fundraising events

  total -$70,407 · excluded -$70,407

• 9a · Gaming: gross income

  $18,600

• 9b · Gaming: direct expenses

  $6,585

• 9c · Net income from gaming

  total $12,015 · excluded $12,015

Functional expenses

Part IX, the statement of functional expenses.

• 1 · Grants to domestic organizations and governments

  total $1,194,643 · program services $1,194,643

• 5 · Compensation of officers, directors and key employees

  total $214,776 · management and general $47,855 · fundraising $166,921

• 7 · Other salaries and wages

  total $202,510 · management and general $45,122 · fundraising $157,388

• 8 · Pension plan contributions

  total $1,752 · management and general $390 · fundraising $1,362

• 9 · Other employee benefits

  total $149,831 · management and general $33,385 · fundraising $116,446

• 10 · Payroll taxes

  total $31,103 · management and general $6,930 · fundraising $24,173

• 11a · Fees: management

  total $118,770 · management and general $118,770

• 11c · Fees: accounting

  total $2,950 · management and general $2,950

• 11f · Fees: investment management

  total $20,549 · management and general $20,549

• 11g · Fees: other

  total $2,667 · management and general $331 · fundraising $2,336

• 12 · Advertising and promotion

  total $32,712 · management and general $32,712

• 13 · Office expenses

  total $28,108 · management and general $4,499 · fundraising $23,609

• 14 · Information technology

  total $27,075 · management and general $5,415 · fundraising $21,660

• 16 · Occupancy

  total $13,635 · management and general $136 · fundraising $13,499

• 19 · Conferences, conventions and meetings

  total $9,034 · fundraising $9,034

• 23 · Insurance

  total $17,052 · management and general $17,052

• 24a · Other expenses: SPECIAL PROJECTS

  total $118,089 · program services $118,089

• 24b · Other expenses: RESIDENT SERVICES

  total $90,550 · program services $90,550

• 24c · Other expenses: COVID RELATED EXPENSES

  total $19,891 · program services $19,891

• 24d · Other expenses: MINOR EQUIPMENT

  total $7,274 · management and general $1,451 · fundraising $5,823

• 24e · All other expenses

  total -$6,162 · management and general $580 · fundraising -$6,742

Balance sheet

Part X, book values.

• 1 · Cash, non-interest-bearing

  beginning of year $7,441,666 · end of year $1,478,017

• 2 · Savings and temporary cash investments

  beginning of year $1,410,053 · end of year $783,739

• 3 · Pledges and grants receivable

  beginning of year $5,104,741 · end of year $3,420,433

• 9 · Prepaid expenses and deferred charges

  beginning of year $39,766 · end of year $46,600

• 10a · Land, buildings and equipment: cost or other basis

  $33,300

• 10b · Land, buildings and equipment: accumulated depreciation

  $18,748

• 10c · Land, buildings and equipment, net

  beginning of year $20,912 · end of year $14,552

• 11 · Investments: publicly traded securities

  beginning of year $6,942,463 · end of year $6,081,569

• 15 · Other assets

  beginning of year $319,336 · end of year $192,786

• 17 · Accounts payable and accrued expenses

  beginning of year $112,964 · end of year $69,025

• 19 · Deferred revenue

  beginning of year $285,862 · end of year $233,710

• 25 · Other liabilities

  beginning of year $21,508 · end of year $19,179

• 27 · Net assets without donor restrictions

  beginning of year $2,539,736 · end of year $1,841,510

• 28 · Net assets with donor restrictions

  beginning of year $18,318,867 · end of year $9,854,272

The filer's explanations (Part III)

PART I, LINE 3

COMPENSATION REVIEW PROCEDURES ARE PERFORMED FOR THE CEO AND CFO BY A RELATED ORGANIZATION, THE JEWISH HOME FAMILY, INC. THE JEWISH HOME FAMILY, INC. USES A COMPENSATION COMMITTEE, COMPENSATION SURVEY/STUDY, AND APPROVAL BY THE COMPENSATION COMMITTEE.