2023-11-15T15:08:59-06:00 2022-12-31 410746749 CLIFTONLARSONALLEN LLP 5001 SPRING VALLEY ROAD SUITE 600W DALLAS TX 75244 990 2022-01-01 750800655 JULIETTE FOWLER COMMUNITIES INC JULI 2148270813 1234 ABRAMS ROAD DALLAS TX 75214 SCOTT MARTINEZ CFO 2148270813 2023-11-15 1 SCOTT MARTINEZ 999009999 0 JEFF PARKER P00970069 9723835700 2023-11-15 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z SCOTT MARTINEZ 1234 ABRAMS ROAD DALLAS TX 75214 10288693 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. 26 26 196 989 0 0 5096105 1032000 8172513 8657072 0 82896 -135500 450000 13133118 10221968 292724 400000 0 0 4882382 5341662 0 34155 463366 6596436 5735896 11771542 11511713 1361576 -1289745 15521838 16797091 923126 994761 14598712 15802330 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. 0 0 8667053 400000 8331682 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 325390 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. 8667053 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 27 0 196 1 0 0 0 0 0 0 0 0 0 0 0 0 X 26 26 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 CHAIR 0.25 0.25 X X 0 0 0 ASHLEY MCCOOL BOARD MEMBER 0.25 0.25 X 0 0 0 JEFF MUNDY BOARD MEMBER 0.25 0.25 X 0 0 0 JACK O NELSON JR BOARD MEMBER 0.25 0.25 X 0 0 0 JILL NELSON BOARD MEMBER 0.25 0.25 X 0 0 0 MATT PARKER BOARD MEMBER 0.25 0.25 X 0 0 0 JIMMY PERCIVAL BOARD MEMBER 0.25 0.25 X 0 0 0 MARK WASSENICH BOARD MEMBER 0.25 0.25 X 0 0 0 REV ANDY MANGUM EX. OFFICIO 0.25 0.25 X 0 0 0 CLAIRE CATRINO - JLD REP EX. OFFICIO 0.25 0.25 X 0 0 0 CAROL MAXWELL BOARD MEMBER 0.25 0.25 X 0 0 0 REV DONALD MANWORREN BOARD MEMBER 0.25 0.25 X 0 0 0 KEN HUBBELL BOARD MEMBER 0.25 0.25 X 0 0 0 GRAY POWERS VICE CHAIR 0.25 0.25 X X 0 0 0 PETE BRATLIE TREASURER 0.25 0.25 X X 0 0 0 FAY BRIGHT SECRETARY 0.25 0.25 X X 0 0 0 MIKE BENTON BOARD MEMBER 0.25 0.25 X 0 0 0 BARBARA BRADFIELD BOARD MEMBER 0.25 0.25 X 0 0 0 TOMMY COLE BOARD MEMBER 0.25 0.25 X 0 0 0 RICHARD DOOLEY BOARD MEMBER 0.25 0.25 X 0 0 0 LETA DURRETT BOARD MEMBER 0.25 0.25 X 0 0 0 MICHELLE FEAVEL BOARD MEMBER 0.25 0.25 X 0 0 0 SANDRA FOREMAN BOARD MEMBER 0.25 0.25 X 0 0 0 ELIZABETH HERMANN BOARD MEMBER 0.25 0.25 X 0 0 0 JERRY HOBSON BOARD MEMBER 0.25 0.25 X 0 0 0 KENNETH KELLAM JR BOARD MEMBER 0.25 0.25 X 0 0 0 ROLAND BANDY BOARD MEMBER (TERM END 6/22) 0.25 0.25 X 0 0 0 ELIZABETH NICOLE GANN CEO 34.00 6.00 X 311475 0 39139 BILLIE COLLINS COO 34.00 6.00 X 148324 0 21251 ANN MCKINLEY CAO 34.00 6.00 X 130478 0 19359 SCOTT MARTINEZ CFO 34.00 6.00 X 153662 0 4746 KEN CARPENTER DIRECTOR OF HEALTHCARE SERVICES 40.00 0.00 X 119388 0 18232 AMAMATA SUMAILA RN CHARGE NURSE 40.00 0.00 X 102115 0 5088 LORI RICE DIRECTOR OF CLINICAL SERVICES 40.00 0.00 X 103333 0 12122 1068775 0 119937 7 0 1 0 CORNWELL JACKSON 6865 WINDCREST DRIVE SUITE 100 PLANO TX 75024 FINANCIAL SERVICES 134751 1 947617 75000 9383 1032000 RESIDENT REVENUE 623000 7770321 7770321 OTHER SERVICE REVENUE 623000 760138 760138 RECOVERY OF BAD DEBT 623000 126613 126613 8657072 149621 149621 66725 -66725 -66725 -66725 MANAGEMENT FEE INCOME 541610 450000 450000 450000 10221968 8657072 0 532896 400000 400000 743939 743939 3668250 3292765 204530 170955 219397 163733 47163 8501 314631 234805 67635 12191 395445 295116 85007 15322 257325 192039 55316 9970 68401 51047 14704 2650 50294 37534 10811 1949 34155 34155 435851 325271 93693 16887 10040 7493 2158 389 1244837 929008 267597 48232 434640 324368 93431 16841 949096 708299 204023 36774 341905 255160 73498 13247 LEASE EXPENSE 584520 436220 125652 22648 THERAPY & MEDICAL SUPPL 390960 291769 84043 15148 FOOD & DIETARY 355855 265570 76497 13788 OTHER EXPENSES 246261 183781 52938 9542 365911 273075 78659 14177 11511713 8667053 2381294 463366 2801231 772077 77232 0 2312995 2396692 69418 172366 17770102 7418758 9649712 10351344 611250 618852 0 2485760 15521838 16797091 919707 993174 3419 1587 923126 994761 X 14598712 15802330 14598712 15802330 15521838 16797091 -1289745 7603 2485760 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 609636 609636 13322937 6112720 7210217 2257706 1131066 1126640 1579823 174972 1404851 10351344 DUE TO RELATED PARTY 2485760 2485760 RESIDENTIAL TRUST ACCOUNTS 1150 OTHER LIABILITIES 437 1587 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 410 MCKINNEY TX 75070 PROFESSIONAL FUNDRAISING 0 501615 9315 492300 MISSION ALLIES 7128 CLEMSON DR DALLAS TX 75214 PROFESSIONAL FUNDRAISING 0 196000 24840 171160 697615 34155 663460 1 JULIETTE FOWLER FOUNDATION 1234 ABRAMS ROAD DALLAS TX 75214 710908909 501(C)(3) 400000 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 260000 0 51475 0 0 0 34141 0 4998 0 350614 0 0 0 BILLIE COLLINS COO 147924 0 400 0 0 0 16257 0 4994 0 169575 0 0 0 SCOTT MARTINEZ CFO 153462 0 200 0 0 0 4675 0 71 0 158408 0 0 0 FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE SHALL HAVE AND EXERCISE THE AUTHORITY OF THE BOARD OF DIRECTORS IN THE MANAGEMENT OF THE CORPORATION. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS GIVEN TO THE BOARD PRIOR TO FILING. 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 -35 2285 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 450000 CASH JULIETTE FOWLER FOUNDATION B 947617 CASH JULIETTE FOWLER FOUNDATION C 400000 CASH