Department of the Treasury Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
Attach to Form 990 or Form 990-EZ. See separate instructions. Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
PROJECT EZRAH NEEDS INC
Employer identification number
56-2513843
Part I
Reason for Public Charity Status
(All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
By checking this box, I certify that the organization is not controlled directly or indirectly by one or more disqualified persons other than foundation managers and other than one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2).
f
If the organization received a written determination from the IRS that it is a Type I, Type II, or Type III supporting organization, check this box
..................................................
g
Since August 17, 2006, has the organization accepted any gift or contribution from any of the following persons?
(i) A person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the supported organization?
................
11g(i)
(ii)
A family member of a person described in (i) above?
......................
11g(ii)
(iii)
A 35% controlled entity of a person described in (i) or (ii) above?
................
11g(iii)
h
Provide the following information about the supported organization(s).
(i) Name of supported organization
(ii) EIN
(iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions))
(iv) Is the organization in col. (i) listed in your governing document?
(v) Did you notify the organization in col. (i) of your support?
(vi) Is the organization in col. (i) organized in the U.S.?
(vii) Amount of monetary support
Yes
No
Yes
No
Yes
No
Total
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (Complete only if you checked the box on line 5, 7, or 8 of Part I or if the
organization failed to qualify under Part III. If the organization fails to
qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in)
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....
1,640,430
1,559,322
2,508,199
2,287,504
2,152,059
10,147,514
2
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......
3
The value of services or facilities furnished by a governmental unit to the organization without charge..
4
Total. Add lines 1 through 3
1,640,430
1,559,322
2,508,199
2,287,504
2,152,059
10,147,514
5
The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included
on line 1 that exceeds 2% of the amount shown on line 11, column (f)..
1,261,930
6
Public support. Subtract line 5 from line 4.
8,885,584
Section B. Total Support
Calendar year
(or fiscal year beginning in)
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
7
Amounts from line 4..
1,640,430
1,559,322
2,508,199
2,287,504
2,152,059
10,147,514
8
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...
13,406
13,598
20,052
21,030
13,769
81,855
9
Net income from unrelated business activities, whether or not the business is regularly carried on..
870,573
899,600
1,770,173
10
Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)..
11
Total support (Add lines 7 through 10).
11,999,542
12
Gross receipts from related activities, etc. (see instructions)
..................
12
13
First five years.
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here.................................................
Section C. Computation of Public Support Percentage
14
Public support percentage for 2013 (line 6, column (f) divided by line 11, column (f))
.........
14
74.050 %
15
Public support percentage for 2012 Schedule A, Part II, line 14
...............
15
80.240 %
16a
33 1/3% support test—2013.
If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization
.......................
b
33 1/3% support test—2012.
If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization
.....................
17a
10%-facts-and-circumstances test—2013.
If the organization did not check a box on line 13, 16a, or 16b, and line 14
is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain
in Part IV how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported
organization
.....................................................
b
10%-facts-and-circumstances test—2012.
If the organization did not check a box on line 13, 16a, 16b, or 17a, and line
15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here.
Explain in Part IV how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization
................................................
18
Private foundation.
If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions
.....................................................
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2) (Complete only if you checked the box on line 9 of Part I or if the organization
failed to qualify under Part II. If the organization fails to qualify under
the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in)
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2
Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......
3
Gross receipts from activities that are not an unrelated trade or business under section 513..
4
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5
The value of services or facilities furnished by a governmental unit to the organization without charge..
6
Total. Add lines 1 through 5.
7a
Amounts included on lines 1, 2, and 3 received from disqualified persons...
b
Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c
Add lines 7a and 7b..
8
Public support (Subtract line 7c from line 6.)
Section B. Total Support
Calendar year (or fiscal year beginning in)
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
9
Amounts from line 6...
10a
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
b
Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c
Add lines 10a and 10b.
11
Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.
12
Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)
..
13
Total support. (Add lines 9, 10c, 11, and 12.)..
14
First five years.
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here.............................................
Section C. Computation of Public Support Percentage
15
Public support percentage for 2013 (line 8, column (f) divided by line 13, column (f))
.........
15
16
Public support percentage from 2012 Schedule A, Part III, line 15
...............
16
Section D. Computation of Investment Income Percentage
17
Investment income percentage for 2013 (line 10c, column (f) divided by line 13, column (f))
......
17
18
Investment income percentage from 2012 Schedule A, Part III, line 17
.............
18
19a
33 1/3% support tests—2013.
If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
........
b
33 1/3% support tests—2012.
If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
.....
20
Private foundation.
If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions
.....
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 4
Part IV
Supplemental Information.
Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
Explanation
Schedule A (Form 990 or 990-EZ) 2013
Additional Data
Software ID:
Software Version:
-
TIN:
SCHEDULE O (Form 990 or 990-EZ)
Department of the Treasury Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ
Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
PROJECT EZRAH NEEDS INC
Employer identification number
56-2513843
Return Reference
Explanation
FORM 990, PART III, LINE 1
PROJECT EZRAH NEEDS, INC. FOUNDED IN 2005, UTILIZING A SPECIFICALLY DEVELOPED MULTI-FACETED PROGRAM, GUIDES AND ASSISTS EACH CLIENT FAMILY IN CREATING A LIFESTYLE THAT ENABLES THEM TO BE FINANCIALLY AND EMOTIONALLY SELF-SUFFICIENT AS WELL AS PRODUCTIVE MEMBERS OF THEIR COMMUNITY. THERE ARE MANY AVENUES THAT ARE TRAVERSED TO REACH THESE SPECIFIC GOALS; THEREFORE, A PROJECT EZRAH GUIDE STANDS BY AND ASSISTS THROUGHOUT THE PROCESS AND CONTINUES TO WORK WITH AND MENTOR THE FAMILY UNTIL THE IDENTIFIED GOALS HAVE BEEN REACHED. CASE WORKERS, FINANCIAL COUNSELORS AND EMPLOYMENT COUNSELORS CREATE INDIVIDUALIZED PROGRAMS FOR CLIENT FAMILIES BASED ON SPECIFIC NEEDS AND OBJECTIVES. THEY THEN HELP CLIENTS NAVIGATE THE MORASS OF FINANCIAL DEVASTATION TOWARD FINANCIAL SOLVENCY, LEARN FISCAL RESPONSIBILITY AND APPROPRIATE FINANCIAL MANAGEMENT AND BUDGETING SKILLS, BUILD UP SELF-ESTEEM, MEND AND RE-BUILD MATRIMONIAL RELATIONS, DISCOVER HIDDEN OBSTACLES TO THEIR SUCCESS, AND OBTAIN APPROPRIATE AND MEANINGFUL EMPLOYMENT. INCORPORATED INTO THE PROGRAM ARE VARIOUS PATHS WHICH MAY INCLUDE: PERSONAL JOB SEARCH STRATEGIES, CAREER COUNSELING AND SUPPORT FOR JOB PLACEMENT, FISCAL PLANNING, BUDGET MANAGEMENT TRAINING AND FINANCIAL ASSISTANCE FOR CRITICAL LIVING EXPENSES AND FOOD, YEARLY SCHOOL SUPPLIES FOR CLIENT'S CHILDREN, AND HEALTH AND MENTAL HEALTH CARE INTERVENTION. PROJECT EZRAH HAS ALSO DESIGNED A MODULE SPECIFICALLY DEVELOPED TO HELP CLIENT FAMILIES BETTER DIFFERENTIATE BETWEEN NECESSARY AND DISCRETIONARY EXPENDITURES: COUNSELORS REVIEW, ANALYZE AND THEN, USING THE FAMILY'S INCOME, MAKE THE APPROPRIATE DISBURSEMENT FOR PAYMENT OF BILLS. THOUGH THE PROCESS IS EXTREMELY DETAILED AND TIME CONSUMING, IT HAS PROVEN TO BE EXTREMELY BENEFICIAL TO THE CLIENT FAMILIES' UNDERSTANDING OF AND UTILIZING APPROPRIATE FINANCIAL MANAGEMENT AND BUDGETING TECHNIQUES AND HAS ACCOUNTED FOR OVER $1.3 MILLION OF CLIENT FUNDS ADMINISTERED BY PROJECT EZRAH DURING THE YEAR ENDED DECEMBER 31, 2013. WITHIN ALL PROGRAMS AND OPTIONS, CLIENTS ARE ENCOURAGED TO REACH OUT TO AND SUSTAIN AN ON-GOING DIALOGUE WITH THEIR PROJECT EZRAH LIAISON AND, THEREFORE, INTERACTION BETWEEN CLIENT AND CASE WORKERS/STAFF IS NEVER LIMITED TO THE PRE-DETERMINED WEEKLY MEETINGS. PROFESSIONALS AND STAFF MEMBERS, EACH ONE WORKING IN UNISON TOWARD THE FAMILY'S ULTIMATE GOAL BUT, AT THE SAME TIME, CONCENTRATING ON SPECIFIC AREAS, DEDICATE NUMEROUS HOURS TO EACH FAMILY AS THEY WORK THROUGH THE PROGRAM TOWARD A SUSTAINABLE LIFESTYLE.
FORM 990, PART III, LINE 4A
CLIENT FAMILIES NEEDING FINANCIAL ASSISTANCE PROJECT EZRAH ADMINISTERS TWO PROGRAMS WITHIN THIS CATEGORY; MANAGED SALARY AND AS-NEED. PREPARATIONS FOR A CLIENT FAMILY BEGIN EVEN BEFORE THE CLIENT IS ACCEPTED INTO THE FINANCIAL ASSISTANCE PROGRAM: HOURS OF ANALYSIS OF REQUIRED FINANCIAL DOCUMENTS, REVIEW AND VERIFICATION OF FINANCIAL NEED, EVALUATION OF PROBABLE COMPLIANCE TO THE PROGRAM'S PRINCIPLES, AND CREATING A UNIQUE-TO-THAT-FAMILY PATH TOWARD SUCCESS. AN EXTENDED INITIAL MEETING ACQUAINTS THE NEW CLIENT FAMILY WITH THE PROGRAM, SETS THE FAMILY'S GOALS, OUTLINES THEIR INDIVIDUAL COURSE OF ACTION, AND REVIEWS IN DETAIL THE FAMILY'S FINANCIAL ASSISTANCE PACKAGE. THE FIRST MONTH OF A FAMILY'S PROGRAM INVOLVEMENT USUALLY REQUIRES EXTENDED INTERACTION HOURS SO THAT BOTH SPOUSES, AND EVEN CHILDREN WHEN APPROPRIATE, ARE FULLY COMFORTABLE WITH AND UNDERSTANDING OF THE PROGRAM. THROUGHOUT THE COURSE OF A FAMILY'S PROGRAM, CASE WORKERS, MENTAL HEALTH PROFESSIONALS AND HEALTH CARE PROFESSIONALS WORK IN AREAS AS NEEDED, WHEN NEEDED. ADDITIONALLY, STAFF MEMBERS ARE AVAILABLE TO ASSIST CLIENTS WITH BOOKKEEPING, FINANCIAL PLANNING, FINDING APPROPRIATE AND MEANINGFUL EMPLOYMENT, COMPUTER-TRAINING, SCHOOL SUPPLIES BEFORE THE BEGINNING OF EACH YEAR AS WELL AS PLANNING APPROPRIATE SIMCHAS. THE MANAGED SALARY PROGRAM ASSISTS CLIENT FAMILIES WITH CRITICAL LIVING EXPENSES, MEDICAL BILLS, APPROVED INVOICES AS WELL AS A CASH ALLOWANCE FOR FOOD AND WEEKLY INCIDENTALS. IN 2013, MANAGED SALARY PROGRAM ASSISTED 36 FAMILIES; BY YEAR'S END, APPROXIMATELY 11% OF THESE FAMILIES WAS ABLE EITHER TO GRADUATE OUT OF THE PROGRAM OR, WITH MINIMAL ASSISTANCE FROM PROJECT EZRAH, MANAGE ON THEIR OWN. THE AS-NEED PROGRAM WORKS WITH FAMILIES WHO HAVE GRADUATED OUT OF THE MANAGED SALARY PROGRAM AND NOW NEED ONLY MINIMAL PROJECT EZRAH ASSISTANCE AS WELL AS THOSE FAMILIES WHO LOOK TO PROJECT EZRAH FOR PRE-APPROVED, SINGULAR NEEDS ASSISTANCE. THERE WERE 85 ADDITIONAL FAMILIES WHO RECEIVED THIS TYPE OF FINANCIAL AID IN 2013; APPROXIMATELY 55% OF THESE FAMILIES WAS ABLE TO GRADUATE OUT OF THE PROGRAM BY YEAR'S END. (FOR EASE OF REPORTING, THE 2013 MANAGED-SALARY GRADUATED FAMILIES ARE NOT INCLUDED IN THE 2013 AS-NEED FAMILIES' PERCENTAGE DATA.)
FORM 990, PART III, LINE 4B
EMPLOYMENT THE EMPLOYMENT DEPARTMENT CONNECTS CANDIDATES WITH APPROPRIATE EMPLOYMENT OPPORTUNITIES. TOWARD THAT GOAL, CANDIDATES WORK DIRECTLY WITH COUNSELORS WHO ASSESS THEIR EMPLOYMENT GOALS AND SEARCH METHODS. AFTER A SPECIFIC IN-TAKE PROCESS, AN INITIAL MEETING ALLOWS COUNSELORS TO ASSESS A CANDIDATE'S JOB READINESS AND MAKE SUGGESTIONS FOR TARGETED AREA IMPROVEMENTS; RESUMES ARE REVIEWED AND REVISED, INTERVIEW SKILLS ARE EVALUATED, JOB-SEARCH STRATEGIES ARE ANALYZED AND APPROPRIATE GOALS ARE SET. IN 2013, THE EMPLOYMENT TEAM WORKED DIRECTLY WITH 373 IN-HOUSE CANDIDATES AND WAS INSTRUMENTAL IN PLACING 127 CANDIDATES (35%) IN MEANINGFUL AND APPROPRIATE EMPLOYMENT POSITIONS. ADDITIONAL AND COMPLIMENTARY SERVICES HAVE BEEN IMPLEMENTED TO AUGMENT THE JOB-SEARCH EXPERIENCE: (1) AN INTERACTIVE JOB BOARD WHICH IN 2013, HOSTED 702 CANDIDATES AND LISTED OVER 182 EMPLOYMENT OPPORTUNITIES. THE JOB BOARD'S ADMINISTRATOR CONTACTS JOB BOARD CANDIDATES TO REVIEW THEIR INDIVIDUAL POSTINGS AND RESUMES AND, WHENEVER POSSIBLE, CONNECTS THESE CANDIDATES WITH POTENTIAL EMPLOYERS. TOWARD THAT END, HE SPENDS MANY HOURS CULTIVATING POTENTIAL EMPLOYERS IN ORDER TO DEVELOP A BROADER SPECTRUM OF AVAILABLE EMPLOYMENT OPPORTUNITIES FOR THE PROJECT EZRAH CLIENT. (2) A LINKEDIN GROUP PROMOTES NETWORKING. APPROXIMATELY 1,000 CANDIDATES AND COMMUNITY MEMBERS USE THIS FORMAT TO EXPAND EACH CANDIDATE'S OWN NETWORK OF CONTACTS AND ANSWER APPROPRIATE INDUSTRY-SPECIFIC QUESTIONS. (3) FREQUENT SEMINARS ARE HELD TO ASSIST, ENCOURAGE, ENLIGHTEN AND BROADEN A CANDIDATE'S KNOWLEDGE IN A VARIETY OF SUBJECTS. 2013'S SEMINARS WERE: STAYING POSITIVE AND PRODUCTIVE WHILE UNEMPLOYED (3 PART SERIES), RIDE THE WAVE OF THE IMPROVING JOB MARKET, SELLING YOURSELF & EMBRACING CHANGE, PROJECT MANAGEMENT & MICROSOFT OFFICE CERTIFICATION INFO SESSION PRESENTATION TO ATTORNEYS, MAXIMIZING JOB SEARCH EFFECTIVENESS FOR MATURE, WORKERS EMBRACING CHANGE & HELPING OUR CAREERS EVOLVE, VOLUNTEER TO NON-PROFIT PROGRAM.
FORM 990, PART VI, SECTION B, LINE 11
A DRAFT OF THE 990 IS DISTRIBUTED TO ALL BOARD MEMBERS VIA EMAIL OR AT A BOARD MEETING. IF THERE ARE ANY COMMENTS OR CONCERNS THEY ARE TO BE ADDRESSED BY THE EXECUTIVE DIRECTOR, WHO SHALL THEN CONSULT WITH THE TRUSTEES ON RESOLUTION OF SUCH COMMENTS OR CONCERNS.
FORM 990, PART VI, SECTION B, LINE 12C
POLICY IS REGULARLY CIRCULATED, CONSPICUOUSLY POSTED AND ALL PROSPECTIVE CANDIDATES ARE CLEARED FOR COMPLIANCE. MEMBERS OF THE BOARD OR COMMITTEE AND OFFICERS MUST DISCLOSE THEIR RELATIONSHIP TO OTHER BOARD MEMBERS WHETHER IT IS FINANCIAL OR FAMILY. AT EACH MEETING IF A MEMBER FEELS THEY HAVE A CONFLICT WITH THE AGENDA THE MEMBER MUST ABSTAIN FROM VOTING.
FORM 990, PART VI, SECTION B, LINE 15
THE COMPENSATION COMMITTEE MEETS YEARLY AND DECIDES THE APPROPRIATE COMPENSATION FOR THE CEO BASED ON THE ABOVE CRITERIA. THE EXECUTIVE DIRECTOR RECOMMENDS THE COMPENSATION OF OTHER EMPLOYEES TO THE COMPENSATION COMMITTEE. ONCE APPROVED BY THE COMPENSATION COMMITTEE IT REPORTS TO THE EXECUTIVE BOARD. TOTAL COMPENSATION AND BUDGET ARE APPROVED AND RATIFIED BY THE BOARD. THIS PROCESS WAS LAST CONDUCTED IN 2013.
FORM 990, PART VI, SECTION C, LINE 19
POLICIES ARE PRIVATE INTERNAL POLICIES AND ARE NOT MADE AVAILABLE TO THE GENERAL PUBLIC, BUT ARE AVAILABLE TO CONTRIBUTORS UPON REQUEST. FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
FORM 990, PART XII, LINE 2C
THE PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.