What the amendment changed
Compared with the return it replaced , filed 2 February 2026. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.
Both are the same on the two returns, so the amendment changed something else.
Totals
- Total revenue
- $25,370,879
- Total expenses
- $23,453,764
- Contributions and grants received
- $6,388,487
- Grants paid
- $850,396
- Program service revenue
- $17,735,647
- Investment income
- $247,657
- Other revenue
- $999,088
- Total assets, end of year
- $13,682,479
- Total liabilities, end of year
- $3,457,503
- Net assets or fund balances, end of year
- $10,224,976
- Program services expenses (Part IX)
- $15,948,991
- Management and general expenses
- $6,423,193
- Fundraising expenses
- $1,081,580
- Program service expenses (Part III)
- $15,948,991
Program services were 68.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
ARTHUR ALTMAN
ELECTED DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
DANIEL CARL
ELECTED DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
SCOTT GROSSFELD
ELECTED DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
HEATHER KROL
ELECTED DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
HEILLA LAIN
ELECTED DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
NORA LIEBERMAN
ELECTED DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
KIM LINDAUER
ELECTED DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
LAWRENCE MAZE
ELECTED DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
BRETT MERFISH
ELECTED DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
ILANA NESHER
ELECTED DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
JEFF NEWBERG
ELECTED DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MARCIA SILVERBERG
ELECTED DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MATT SMITH
ELECTED DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MARC SPIER
ELECTED DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
LECIA SUD
ELECTED DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
JOEL WAXMAN
ELECTED DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
BRUCE ZIMMERMAN
ELECTED DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
SETH HALPERN
BOARD CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
RICK ROSENBERG
IMMEDIATE PAST CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
STEVE MEYERS
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
JULIE FRANKLIN
VICE-CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
CARA KELLY
VICE-CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
PHIL LOEWY
VICE-CHAIR / CHAIR ELECT
- Total calculated
- $0
- Hours/week
- 1
-
ALEX ROBINSON
VICE-CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
LILY SMULLEN
VICE-CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
RABBI DANIEL SEPTIMUS
CEO
- Total calculated
- $355,108
- From this org
- $282,493
- From related orgs
- $0
- Other
- $72,615
- Hours/week
- 40 + 1 related
Schedule J breakdown matched by us
- Base
- $272,493
- Bonus
- $10,000
- Other
- $0
- Deferred
- $6,394
- Nontaxable benefits
- $66,221
- Filer's total
- $355,108
-
JANET ELAM
COO
- Total calculated
- $211,706
- From this org
- $206,606
- From related orgs
- $0
- Other
- $5,100
- Hours/week
- 40 + 1 related
Schedule J breakdown matched by us
- Base
- $194,106
- Bonus
- $12,500
- Other
- $0
- Deferred
- $5,100
- Nontaxable benefits
- $0
- Filer's total
- $211,706
-
RACHEL STERN
CHIEF STRATEGY & IMPACT OFFICER
- Total calculated
- $184,621
- From this org
- $175,877
- From related orgs
- $0
- Other
- $8,744
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $165,777
- Bonus
- $10,100
- Other
- $0
- Deferred
- $2,523
- Nontaxable benefits
- $6,221
- Filer's total
- $184,621
-
NICOLE GILGER
CFO
- Total calculated
- $182,152
- From this org
- $177,154
- From related orgs
- $0
- Other
- $4,998
- Hours/week
- 40 + 1 related
Schedule J breakdown matched by us
- Base
- $167,154
- Bonus
- $10,000
- Other
- $0
- Deferred
- $4,998
- Nontaxable benefits
- $0
- Filer's total
- $182,152
-
RABBI AMY COHEN
CHIEF SOCIAL SERVICES OFFICER
- Total calculated
- $164,717
- From this org
- $74,032
- From related orgs
- $0
- Other
- $90,685
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $64,032
- Bonus
- $10,000
- Other
- $0
- Deferred
- $4,464
- Nontaxable benefits
- $86,221
- Filer's total
- $164,717
-
MATT PEREZ
CHIEF PEOPLE OFFICER
- Total calculated
- $154,779
- From this org
- $147,861
- From related orgs
- $0
- Other
- $6,918
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $137,861
- Bonus
- $10,000
- Other
- $0
- Deferred
- $697
- Nontaxable benefits
- $6,221
- Filer's total
- $154,779
-
MARK PATTIS
SENIOR MEMBER EXPERIENCE DIRECTOR
- Total calculated
- $118,076
- From this org
- $109,170
- From related orgs
- $0
- Other
- $8,906
- Hours/week
- 40
-
JAMES RUSSELL
TENNIS DIRECTOR
- Total calculated
- $148,964
- From this org
- $141,103
- From related orgs
- $0
- Other
- $7,861
- Hours/week
- 40
-
ANDREW DOOHER
CENTRAL TEXAS SECURITY DIRECTOR
- Total calculated
- $140,575
- From this org
- $138,700
- From related orgs
- $0
- Other
- $1,875
- Hours/week
- 40
-
AMY HYMAN
SENIOR DEVELOPMENT DIRECTOR
- Total calculated
- $128,505
- From this org
- $121,084
- From related orgs
- $0
- Other
- $7,421
- Hours/week
- 40
-
JENNIFER KOPPELL
FOUNDATION DIRECTOR & PHILANTHROPIC ADVISER
- Total calculated
- $119,397
- From this org
- $117,085
- From related orgs
- $0
- Other
- $2,312
- 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
- 1a · Housing allowance or residence for personal use
- 1b · Written policy on the line-1a expenses
- 3 · Form 990 of other organizations
- 3 · Written employment contract
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 5a · Pay contingent on this organization's revenues
- 7 · Other non-fixed payments
Answered no
- 2 · Substantiation required before reimbursing expenses
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 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
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 5
- TENNIS DIRECTOR HAS A SMALL BASE SALARY AND IS PAID COMMISSION ON TENNIS PROGRAM REVENUE (LESSONS, CLINICS, BALL MACHINE RENTALS, ETC).
- PART I, LINE 7
- DISCRETIONARY INCENTIVES WERE PROVIDED TO EMPLOYEES IN RECOGNITION OF THEIR EFFORTS DURING A YEAR OF ORGANIZATIONAL EXPANSION. ALL PAYMENTS WERE APPROVED BY THE FINANCE COMMITTEE AND BOARD OF DIRECTORS.
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
-
JEWISH FEDERATION OF NORTH AMERICA
$302,353
MISC. OVERSEAS DISTRIBUTION
-
$91,433
TUITION ASSISTANCE PROGRAM
-
$35,000
SECURITY UPGRADES
-
$33,295
PROGRAMMING VARIOUS
-
$25,602
PROGRAMMING VARIOUS
-
$20,795
PROGRAMMING VARIOUS
-
$20,000
PROGRAMMING VARIOUS
-
$12,500
PROGRAMMING VARIOUS
-
$10,400
PROGRAMMING VARIOUS
-
$10,000
PROGRAMMING VARIOUS
The 10 largest by cash amount. The API serves every itemized grant.
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 FACILITIES TO ENHANCE JEWISH LIFE · TX
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.
Disregarded entities
Part I: entities that legally are the filer and file no return of their own.
-
SA SECURITY SERVICES LLC
PROVIDE SECURITY & SERVICES TO JEWISH ORGANIZATIONS · TX · income $0 · assets $0
Directly controlled by SHALOM AUSTIN
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 12 March 2026
- IRS schema version
- 2024v5.5
- Source object
- 202640719349301679
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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