2024-09-03T16:47:20-05:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 5001 SPRING VALLEY ROAD SUITE 600W DALLAS TX 75244 990 2023-01-01 750800655 JULIETTE FOWLER COMMUNITIES INC JULI 2148270813 1234 ABRAMS ROAD DALLAS TX 75214 JAMES T JAHNKE PRESIDENT/CEO 2148270813 2024-08-28 1 0 JEFF PARKER P00970069 9723835700 2024-08-28 2023 2024-08-08 14:25:15Z JAMES T JAHNKE 1234 ABRAMS ROAD DALLAS TX 75214 13175831 0 X WWW.FOWLERCOMMUNITIES.ORG X 1892 TX 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. 25 25 175 1388 0 0 1032000 2252684 8657072 10221349 82896 101798 450000 600000 10221968 13175831 400000 549464 0 0 5341662 4492370 34155 48000 253222 5735896 7394702 11511713 12484536 -1289745 691295 16797091 17951063 994761 1457438 15802330 16493625 X 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. 1 1 9409183 549464 9921349 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. 0 0 300000 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. 9409183 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 28 0 175 1 0 0 0 0 0 0 0 0 0 0 0 0 X 25 25 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X THE ORGANIZATION 2148270813 1234 ABRAMS ROAD DALLAS TX 75214 BEN BROOKS PAST CHAIR 0.20 0.30 X X 0 0 0 JEFF MUNDY BOARD MEMBER 0.20 0.30 X 0 0 0 JACK O NELSON JR BOARD MEMBER 0.20 0.30 X 0 0 0 JILL NELSON BOARD MEMBER 0.20 0.30 X 0 0 0 MATT PARKER TREASURER 0.20 0.30 X X 0 0 0 JIMMY PERCIVAL BOARD MEMBER 0.20 0.30 X 0 0 0 MARK WASSENICH BOARD MEMBER (TERM ENDED) 0.20 0.30 X 0 0 0 REV ANDY MANGUM EX. OFFICIO 0.20 0.30 X 0 0 0 CLAIRE CATRINO - JLD REP EX. OFFICIO (TERM ENDED) 0.20 0.30 X 0 0 0 CAROL MAXWELL VICE CHAIR 0.20 0.30 X X 0 0 0 REV DONALD MANWORREN BOARD MEMBER 0.20 0.30 X 0 0 0 GRAY POWERS CHAIR 0.20 0.30 X X 0 0 0 PETE BRATLIE BOARD MEMBER 0.20 0.30 X 0 0 0 FAY BRIGHT BOARD MEMBER 0.20 0.30 X 0 0 0 BARBARA BRADFIELD BOARD MEMBER 0.20 0.30 X 0 0 0 TOMMY COLE BOARD MEMBER 0.20 0.30 X 0 0 0 RICHARD DOOLEY BOARD MEMBER 0.20 0.30 X 0 0 0 LETA DURRETT BOARD MEMBER 0.20 0.30 X 0 0 0 MICHELLE FEAVEL BOARD MEMBER 0.20 0.30 X 0 0 0 SANDRA FOREMAN SECRETARY 0.20 0.30 X X 0 0 0 ELIZABETH HERMANN BOARD MEMBER 0.20 0.30 X 0 0 0 KENNETH KELLAM JR BOARD MEMBER (TERM ENDED) 0.20 0.30 X 0 0 0 REV VIRZOLA LAW BOARD MEMBER 0.20 0.30 X 0 0 0 REV JACOB MILLER BOARD MEMBER 0.20 0.30 X 0 0 0 MATT BANDY BOARD MEMBER 0.20 0.30 X 0 0 0 DON MCKENZIE JR BOARD MEMBER 0.20 0.30 X 0 0 0 MARY ROBERTS BOARD MEMBER 0.20 0.30 X 0 0 0 ALLISON KLINGSICK BOARD MEMBER-JLD REP 0.20 0.30 X 0 0 0 ELIZABETH NICOLE GANN CEO 34.00 6.00 X 277000 0 30544 BILLIE COLLINS COO 34.00 6.00 X 154254 0 17079 ANN MCKINLEY CAO (TERM ENDED) 34.00 6.00 X 95057 0 7590 SCOTT MARTINEZ CFO 34.00 6.00 X 160081 0 17738 ASHLEY T BROWN CAO 34.00 6.00 X 98477 0 9006 KEN CARPENTER DIRECTOR OF HEALTHCARE SERVICES 40.00 0.00 X 133543 0 14690 JONATHAN M SPENCER DIRECTOR OF FINANCE & ACCOUNTING 40.00 0.00 X 131900 0 9643 TERESIA NDUNGU LICENSED VOCATIONAL NURSE 40.00 0.00 X 106427 0 11707 LORI RICE DIRECTOR OF CLINICAL SERVICES 40.00 0.00 X 107579 0 11762 1264318 0 129759 7 0 1 0 CLIFTON LARSON ALLEN 5001 SPRING VALLEY ROAD SUITE 600W DALLAS TX 75244 AUDIT AND TAX FILING SERVICES 164236 1 2252090 594 2252684 RESIDENT REVENUE 623000 7337916 7337916 OTHER SERVICE REVENUE 623000 2883433 2883433 10221349 101798 101798 MANAGEMENT FEE INCOME 541610 600000 600000 600000 13175831 10221349 0 701798 549464 549464 866825 866825 2439610 1961323 432856 45431 693397 557456 123028 12913 3011 2421 534 56 489527 393555 86856 9116 982216 789652 174273 18291 64960 52224 11526 1210 278054 223541 49335 5178 48000 48000 70884 56987 12577 1320 132164 106253 23450 2461 243734 195950 43245 4539 508014 408418 90136 9460 36843 29620 6537 686 1190353 956983 211203 22167 349329 280843 61981 6505 FOOD & DIETARY 1368236 1099992 242764 25480 LEASE EXPENSE 584520 469924 103711 10885 DUES, SUBSCRIPTIONS & L 500915 402710 88877 9328 OTHER EXPENSES 354579 285064 62912 6603 729901 586803 129505 13593 12484536 9409183 2822131 253222 772077 317373 2396692 5000109 172366 58017 18709084 8609111 10351344 10099973 618852 618852 2485760 1856739 16797091 17951063 993174 1016530 1587 440908 994761 1457438 X 15802330 16493625 15802330 16493625 16797091 17951063 691295 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 609636 609636 14878892 7004077 7874815 3089863 1605034 1484829 130693 130693 10099973 ACCOUNTS RECEIVABLE - DEVELOPMENT FEE 1856739 1856739 RESIDENTIAL TRUST ACCOUNTS 4270 DUE TO RELATED PARTIES 436638 440908 X PART X, LINE 2: THE ORGANIZATION HAS BEEN GRANTED EXEMPT STATUS RELATIVE TO FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND APPLICABLE STATE CODES, AND IS EXEMPT FROM FEDERAL INCOME TAXES UNDER THE IRS GROUP RULING #1125 ISSUED TO THE GENERAL ASSEMBLY OF THE CHRISTIAN CHURCH IN JULY 1951. THE ORGANIZATION HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A). THE ORGANIZATION'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. THE ORGANIZATION REPORTS ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OR OTHER TAXES AND FILES ALL PROPER RETURNS RELATED TO THESE ACTIVITIES. X 1 MISSION ADVANCEMENT PROFESSIONALS 7300 SH 121 SB SUITE 4410 MCKINNEY TX 75070 PROFESSIONAL FUNDRAISING 0 307350 48000 259350 307350 48000 259350 1 JULIETTE FOWLER FOUNDATION 1234 ABRAMS ROAD DALLAS TX 75214 710908909 501(C)(3) 549464 0 GENERAL PROGRAM SUPPORT 1 PART I, LINE 2: ALL GRANTS ARE GIVEN TO A RELATED ORGANIZATION AND ARE MONITORED BY THE SHARE BOARD MEMBERS WITH THE RELATED ORGANZIAITON. X X X 0 0 0 0 0 0 0 0 0 ELIZABETH NICOLE GANN CEO 257600 0 19400 0 0 0 30338 0 206 0 307544 0 0 0 SCOTT MARTINEZ CFO 147347 0 12734 0 0 0 17609 0 129 0 177819 0 0 0 BILLIE COLLINS COO 137942 0 16312 0 0 0 16968 0 111 0 171333 0 0 0 FORM 990, PART III, LINE 2 THE PEAK, A NEW LIHTC COMMUNITY WITH 144 UNITS, PARTIALLY OPENED IN NOV 2022 AND RECEIVED COMPLETE CERTIFICATE OF OCCUPANCY AS OF 3/3/2023. FORM 990, PART III, LINE 3 JFC DISCONTINUED SKILLED NURSING SERVICES AS OF 11/6/2023. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE ARE ALL MEMBER OF THE GOVERNING BODY. THEY HAVE AUTHORITY TO VOTE AND APPROVE MATTERS RELATED TO THE EXPANSION PROJECT OCCURRING AT JFC. ANYTHING OUTSIDE THE SCOPE OF APPROVED DOLLARS IS TAKEN BACK TO THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY MANAGEMENT AND STAFF, THEN A COPY IS DISTRIBUTED TO ALL MEMBERS OF THE GOVERNING BODY PRIOR TO SUBMISSION TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY AND IF A CONFLICT ARISES, THE BOARD MEMBER IS ASKED TO ABSTAIN FROM VOTING UNTIL RESOLVED. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION FOR THE PRESIDENT IS SET EACH FALL FOR THE NEXT CALENDAR YEAR BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS AS PART OF THE PRESIDENT'S ANNUAL PERFORMANCE REVIEW. THE COMMITTE REVIEWS THE COMPENSATION OF THE CHIEF EXECUTIVE OFFICER, CHIEF OPERATING OFFICER/CHIEF FINANCIAL OFFICER, AND SEVERAL OTHER KEY EMPLOYEES. THE PRESIDENT PROVIDES THE COMMITTEE WITH SALARY SURVEYS COMPILED EACH YEAR BY LEADING AGE TEXAS, AND EVERY OTHER YEAR BY THE CHIEF EXECUTIVE OFFICER OF MULTI-SITE ORGANIZATIONS (CEMO) AND HOSPITAL HEALTHCARE COMPENSATION SERVICE (HHCS). THE LEADING AGE TEXAS SURVEY CONTAINS INFORMATION FROM OTHER ORGANIZATIONS THAT SERVE THE ELDERLY ALL AROUND THE STATES, AND THE CEMO AND HHSC CONTAINS INFORMATION FROM A VARIETY OF SIMILAR ORGANIZATIONS NATION WIDE. AFTER REVIEW, THE EXECUTIVE COMMITTEE SETS THE SALARY FOR THE PRESIDENT, AND THE PRESIDENT FOLLOWS INSTRUCTIONS FROM THE COMMITTEE IN SETTING THE SALARIES FOR THE CHIEF OPERATING OFFICER/CHIEF FINANCIAL OFFICER, AND OTHER KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 18 THE FORM 990 IS AVAILABLE FOR REVIEW AND UPON REQUEST AT THE JFC ADMINISTRATIVE OFFICES. FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: NEITHER THE AUDIT OVERSIGHT PROCESS OR AUDITOR SELECTION PROCESS HAVE CHANGED FROM THE PRIOR YEAR. JULIETTE FOWLER FOUNDATION 1234 ABRAMS RD DALLAS TX 75214 710908909 MANAGE INVESTMENTS MADE W/ FUNDS DONATED FOR THE BENEFIT OF JF ENTITIES TX 501(C)(3) LINE 1 JULIETTE FOWLER COMMUNITIES INC 0 JULIETTE FOWLER PROPERTIES INC 1234 ABRAMS RD DALLAS TX 75214 050539109 PROVIDING HOUSING TO ELDERY AND HANDICAPPED TX 501(C)(2) N/A JULIETTE FOWLER COMMUNITIES INC 0 FOWLER CHRISTIAN APARTMENTS II INC 105 JULIETTE FOWLER ST DALLAS TX 75214 810597920 PROVIDING HOUSING & CARE TO THOSE IN NEED TX 501(C)(3) LINE 10 JULIETTE FOWLER COMMUNITIES INC 0 FOWLER CHRISTIAN APARTMENTS III INC 105 JULIETTE FOWLER ST DALLAS TX 75214 455194302 PROVIDING HOUSING & CARE TO THOSE IN NEED TX 501(C)(3) LINE 10 JULIETTE FOWLER COMMUNITIES INC 0 FOWLER CHRISTIAN APARTMENTS INC 105 JULIETTE FOWLER ST DALLAS TX 75214 751609256 PROVIDING HOUSING & CARE TO THOSE IN NEED TX 501(C)(3) LINE 10 JULIETTE FOWLER COMMUNITIES INC 0 JULIETTE FOWLER SENIOR AFFORDABLE HOUSING LP 1234 ABRAMS ROAD DALLAS TX 75214 852936530 PROVIDE AFFORDABLE HOUSING TX JULIETTE FOWLER SENIOR AFFORDABLE HOUSING GP LLC -329 2486 0 1 0.00010 0 1 1 0 0 0 0 0 0 0 1 1 0 1 1 0 1 0 0 JULIETTE FOWLER FOUNDATION L 600000 CASH JULIETTE FOWLER FOUNDATION B 2252090 CASH JULIETTE FOWLER FOUNDATION C 459464 CASH