Nonprofit · EIN 75-2267609
JEWEL CHARITY BALL INCORPORATED
Tax-exempt · FORT WORTH, TX 76107
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2025 | 990 | $2,437,966 | $2,361,596 | $76,370 | $3,675,487 | $2,254,802 | $1,420,685 |
| March 31, 2024 | 990 | $2,282,946 | $2,275,810 | $7,136 | $3,565,786 | $2,189,327 | $1,376,459 |
| March 31, 2023 | 990 | $2,400,412 | $2,701,640 | -$301,228 | $3,715,405 | $0 | $3,715,405 |
Financial details: 990 for the year ended March 31, 2025
Revenue
- Contributions, gifts and grants
- $3,870,890
- Membership dues
- $682,835
- Program service revenue
- $0
- Investment income
- $30,207
- Net income from fundraising events
- -$1,725,142
- Net income from gaming
- $262,011
- Other revenue
- -$1,463,131
Expenses
- Grants and similar amounts paid
- $2,250,000
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Depreciation
- $3,094
- Program services (functional)
- $2,250,000
- Management and general (functional)
- $111,596
Balance sheet and other
- Total assets, start of year
- $3,565,786
- Total assets, end of year
- $3,675,487
- Total liabilities, end of year
- $2,254,802
- Net assets, end of year
- $1,420,685
- Publicly traded securities
- $1,381,371
- Net assets without donor restrictions
- $1,319,260
- Net assets with donor restrictions
- $101,425
- Gross receipts
- $4,313,623
- Employees
- 0
- Volunteers
- 333
- Year formed
- 1988
- State of legal domicile
- TX
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended March 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PEGGY SIMS | PRESIDENT Trustee or director, Officer | 30 | $0 |
| LEZLIE MONTELEONE | PRESIDENT-ELECT Trustee or director, Officer | 5 | $0 |
| NOEL NOLET | TREASURER Trustee or director, Officer | 1 | $0 |
| JANE SYKES | SECRETARY Trustee or director, Officer | 1 | $0 |
| MICHELE REYNOLDS | PARLIAMENTARIAN Trustee or director, Officer | 1 | $0 |
| SANDRA TUOMEY | NOMINATING Trustee or director, Officer | 2 | $0 |
| TARA WARREN | MEMBERSHIP Trustee or director, Officer | 1 | $0 |
| WENDY WRIGHT | ANGEL CHAIR Trustee or director, Officer | 5 | $0 |
| LEZLIE MONTELEONE | ENDOWMENT CHAIR Trustee or director, Officer | 1 | $0 |
| ANGELA DONAHUE | LONG RANGE PLANNING Trustee or director, Officer | 3 | $0 |
| ANGELA DONAHUE | PAST PRESIDENT ADVISOR Trustee or director, Officer | 1 | $0 |
990 for the year ended March 31, 2024: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATHY SNEED | PRESIDENT Trustee or director, Officer | 30 | $0 |
| PEGGY SIMS | PRESIDENT-ELECT Trustee or director, Officer | 5 | $0 |
| NOEL NOLET | TREASURER Trustee or director, Officer | 1 | $0 |
| LAURIE LAWRENCE | SECRETARY Trustee or director, Officer | 1 | $0 |
| GAIL LANDRETH | PARLIAMENTARIAN Trustee or director, Officer | 1 | $0 |
| MELISSA TAPP | NOMINATING Trustee or director, Officer | 2 | $0 |
| ANNE CARVALHO | MEMBERSHIP Trustee or director, Officer | 1 | $0 |
| DEBBIE BOUDREAUX | ANGEL CHAIR Trustee or director, Officer | 5 | $0 |
| LEZLIE MONTELEONE | ENDOWMENT CHAIR Trustee or director, Officer | 1 | $0 |
| ANGIE DONAHUE | LONG RANGE PLANNING Trustee or director, Officer | 3 | $0 |
| MICHELLE MARLOW | PAST PRESIDENT ADVISOR Trustee or director, Officer | 1 | $0 |
990 for the year ended March 31, 2023: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHANNON SHIVERS | PRESIDENT Trustee or director, Officer | 30 | $0 |
| KATHY SNEED | PRESIDENT-ELECT Trustee or director, Officer | 5 | $0 |
| MELISSA TAYLOR | TREASURER Trustee or director, Officer | 1 | $0 |
| ANNE CARVALHO | SECRETARY Trustee or director, Officer | 1 | $0 |
| LAURA BIRD | PARLIAMENTARIAN Trustee or director, Officer | 1 | $0 |
| LIZ FLEISCHER | NOMINATING Trustee or director, Officer | 2 | $0 |
| NOEL NOLET | MEMBERSHIP Trustee or director, Officer | 1 | $0 |
| LAURA ROOKER | ANGEL CHAIR Trustee or director, Officer | 5 | $0 |
| LEZLIE MONTELEONE | ENDOWMENT CHAIR Trustee or director, Officer | 1 | $0 |
| MARY ANNE POLSON | LONG RANGE PLANNING Trustee or director, Officer | 3 | $0 |
| JOY ANN HAVRAN | PAST PRESIDENT ADVISOR Trustee or director, Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 3301 HAMILTON AVE STE 121, FORT WORTH, TX 76107-1880
- Principal officer (990 for 2024)
- LEZLIE MONTELEONE, 3301 HAMILTON AVENUE SUITE 121, FORT WORTH, TX 76107
- Signed the 990
- LEZLIE MONTELEONE, PRESIDENT
- Phone
- (817) 810-9849
- Website
- WWW.JEWELCHARITY.ORG
- Return prepared by
- SPROLES WOODARD LLP
Mission
PROVIDE FINANCIAL SUPPORT TO FORT WORTH COOK CHILDREN'S MEDICAL CENTER.
Program accomplishments
- JEWEL CHARITY BALL RAISES FUNDS FOR UNCOMPENSATED HEALTHCARE FOR CHILDREN AT COOK CHILDREN'S MEDICAL CENTER. FUNDRAISING IS ACCOMPLISHED BY SOLICITING DONATIONS FROM LOCAL, NATIONAL, AND INTERNATIONAL INDIVIDUALS, BUSINESSES AND FOUNDATIONS. ALL PROCEEDS ARE DONATED TO COOK CHILDREN'S MEDICAL CENTER FOR THE UNCOMPENSATED CARE FUND AND OTHER SPECIFIC FIELDS OF INTEREST AS DESIGNATED ANNUALLY BY THE JEWEL CHARITY BALL BOARD OF DIRECTORS. JEWEL CHARITY BALL'S 2024 DONATION TO COOK CHILDREN'S MEDICAL CENTER WAS $2.3 MILLION.Expenses $2,250,000 · grants $2,250,000
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | Not on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990 on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990 on file |
IRS record
- EIN
- 75-2267609
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1989
- Accounting year ends
- March
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E24I)
- Assets (IRS master file)
- $3,675,487
- Income (IRS master file)
- $4,313,623
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | March 2025 | $2,437,966 | $2,361,596 | $3,675,487 | XML |
| 990 | March 2024 | $2,282,946 | $2,275,810 | $3,565,786 | XML |
| 990 | March 2023 | $2,400,412 | $2,701,640 | $3,715,405 | XML |
| 990 | March 2022 | – | – | – | IRS |
| 990 | March 2021 | – | – | – | IRS |
| 990 | January 2019 | – | – | – | IRS |
| 990 | January 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 75-2267609).
Questions about JEWEL CHARITY BALL INCORPORATED
- What is the EIN of JEWEL CHARITY BALL INCORPORATED?
- The employer identification number (EIN) of JEWEL CHARITY BALL INCORPORATED is 75-2267609.
- Is JEWEL CHARITY BALL INCORPORATED tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1989.
- Are donations to JEWEL CHARITY BALL INCORPORATED tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does JEWEL CHARITY BALL INCORPORATED file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of JEWEL CHARITY BALL INCORPORATED due?
- The return for tax year 2025 (the year ending March 31, 2026) is due August 17, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JEWEL CHARITY BALL INCORPORATED last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended March 2025.
- Who is the principal officer of JEWEL CHARITY BALL INCORPORATED?
- The 990 for the year ended March 31, 2025 names LEZLIE MONTELEONE.
- Who are the officers and directors of JEWEL CHARITY BALL INCORPORATED?
- The 990 for the year ended March 31, 2025 lists 11 people; 0 received compensation from the organization.
- How much revenue does JEWEL CHARITY BALL INCORPORATED have?
- On its 990 for the year ended March 31, 2025 it reported revenue of $2,437,966, expenses of $2,361,596 and total assets of $3,675,487 at year end.
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