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← ALLIED JEWISH APARTMENTS ENDOWMENT

Form 990 for tax year 2024

Filed by ALLIED JEWISH APARTMENTS ENDOWMENT.

Totals

Total revenue
$538,319
Total expenses
$152,865
Contributions and grants received
$4,184
Grants paid
$0
Program service revenue
$0
Investment income
$534,135
Other revenue
$0
Total assets, end of year
$7,538,441
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$7,538,441
Program services expenses (Part IX)
$131,291
Management and general expenses
$18,414
Fundraising expenses
$3,160
Program service expenses (Part III)
$131,291

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.

  • 1f · All other contributions, gifts and grants

    $4,184

  • 3 · Investment income

    total $230,960 · excluded $230,960

  • 7a · Gross sales of assets other than inventory

    securities $304,049

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

    securities $874

  • 7c · Gain or loss

    securities $303,175

  • 7d · Net gain or loss

    total $303,175 · unrelated business $303,175

Functional expenses

Part IX, the statement of functional expenses.

  • 13 · Office expenses

    total $52,865 · program services $45,404 · management and general $6,368 · fundraising $1,093

  • 21 · Payments to affiliates

    total $100,000 · program services $85,887 · management and general $12,046 · fundraising $2,067

Balance sheet

Part X, book values.

  • 11 · Investments: publicly traded securities

    beginning of year $6,804,416 · end of year $7,434,249

  • 15 · Other assets

    beginning of year $95,846 · end of year $104,192

  • 27 · Net assets without donor restrictions

    beginning of year $6,804,417 · end of year $7,434,249

  • 28 · Net assets with donor restrictions

    beginning of year $95,845 · end of year $104,192

Mission and programs · 2024

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 $131,291

As filed on the 2024 return.

Listed in Part VII

  • PERRY MOSS

    PRESIDENT/PAST KAVOD SENIO

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JAY MACTAS

    PAST KAVOD SENIOR LIFE MEM

    Total calculated
    $0
    Hours/week
    1

  • MOLLY ZWERDLINGER

    KAVOD SENIOR LIFE MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JAN SCHORR

    KAVOD SENIOR LIFE MEMBER

    Total calculated
    $0
    Hours/week
    1

  • BRIAN RECHT

    OUTSIDE MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ALAN REIFLER

    OUTSIDE MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JOEY SIMON

    KAVOD SENIOR LIFE MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • KEVIN SHULLER

    OUTSIDE MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • YOLANDA WEBB

    KAVOD SENIOR LIFE MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • LINDA KALAT

    KAVOD SENIOR LIFE MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL KLEIN

    PRESIDENT/CHIEF EXECUTIVE

    Total calculated
    $307,862
    From this org
    $0
    From related orgs
    $307,862
    Other
    $0
    Hours/week
    2 + 9.25 related

    Schedule J breakdown matched by us

    Base
    $0 + $261,958 related
    Bonus
    $0 + $45,904 related
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $307,862 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.

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.

Provenance

Return type
form_990
Tax year
2024
Filed
5 November 2025
IRS schema version
2024v5.2
Source object
202533119349302108

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