Attach to Form 990 or Form 990-EZ.
Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
| (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 listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
| Total | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... | 1,559,322 | 2,508,199 | 2,287,504 | 2,152,059 | 1,741,632 | 10,248,716 |
| 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 | 1,559,322 | 2,508,199 | 2,287,504 | 2,152,059 | 1,741,632 | 10,248,716 |
| 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).. | 1,454,480 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 8,794,236 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 1,559,322 | 2,508,199 | 2,287,504 | 2,152,059 | 1,741,632 | 10,248,716 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 13,598 | 20,052 | 21,030 | 13,769 | 9,943 | 78,392 |
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | ||||||
| 11 | Total support Add lines 7 through 10. | 11,231,287 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (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.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (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 VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e | Discount claimed for blockage or other factors (explain in detail in Part VI): | |||||
| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| 7 | Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions) | |||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
||
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2014 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2014 |
(iii) Distributable Amount for 2014 |
|
|---|---|---|---|---|
|
1
Distributable amount for 2014 from Section C, line 6 |
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|
2
Underdistributions, if any, for years prior to 2014 (reasonable cause required--see instructions) |
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| 3 Excess distributions carryover, if any, to 2014: | ||||
| a From 2009.......X | ||||
| b From 2010.......X | ||||
| c From 2011.......X | ||||
| d From 2012.......X | ||||
| e From 2013....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2014 distributable amount | ||||
|
i
Carryover from 2009 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2014 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2014 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2014, if any. Subtract lines 3g and 4a from line 2 (if amount greater than zero, see instructions) |
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|
6
Remaining underdistributions for 2014. Subtract lines 3h and 4b from line 1 (if amount greater than zero, see instructions) |
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|
7 Excess distributions carryover to 2015. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a From 2010.......X | ||||
| b From 2011.......X | ||||
| c From 2012.......X | ||||
| d From 2013....... | ||||
| e From 2014....... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at| 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 SECURE 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 AND UTILIZATION OF APPROPRIATE FINANCIAL MANAGEMENT AND BUDGETING TECHNIQUES AND HAS ACCOUNTED FOR OVER $1.7 MILLION OF CLIENT FUNDS ADMINISTERED BY PROJECT EZRAH DURING THE YEAR ENDED DECEMBER 31, 2014. 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 | 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 POSSESS AN 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 2014, MANAGED SALARY PROGRAM ASSISTED 39 FAMILIES; BY YEAR'S END, APPROXIMATELY 21% 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 52 ADDITIONAL FAMILIES WHO RECEIVED THIS TYPE OF FINANCIAL AID IN 2014; APPROXIMATELY 75% OF THESE FAMILIES WAS ABLE TO GRADUATE OUT OF THE PROGRAM BY YEAR'S END (THE 2014 MANAGED-SALARY GRADUATED FAMILIES ARE NOT INCLUDED IN THE 2014 AS-NEED FAMILIES' PERCENTAGE DATA). |
| FORM 990, PART III, LINE 4B | 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 2014, THE EMPLOYMENT TEAM WORKED DIRECTLY WITH 374 IN-HOUSE CANDIDATES AND WAS INSTRUMENTAL IN PLACING 121 CANDIDATES (32%) IN MEANINGFUL AND APPROPRIATE EMPLOYMENT POSITIONS. ADDITIONAL AND COMPLIMENTARY SERVICES HAVE BEEN IMPLEMENTED TO AUGMENT THE JOB-SEARCH EXPERIENCE: (1) AN INTERACTIVE JOB BOARD, HOSTED 1564 CANDIDATES AND LISTED OVER 196 EMPLOYMENT OPPORTUNITIES IN 2014. 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 1,100 CANDIDATES AND COMMUNITY MEMBERS USE THIS FORMAT TO EXPAND EACH CANDIDATE'S OWN NETWORK OF CONTACTS AND ANSWER APPROPRIATE INDUSTRY-SPECIFIC QUESTIONS. (3) SEMINARS ARE HELD TO ASSIST, ENCOURAGE, ENLIGHTEN AND BROADEN A CANDIDATE'S KNOWLEDGE IN A VARIETY OF SUBJECTS. 2014'S SEMINARS WERE: ALL STRESSED UP AND NO WHERE TO GO, NETWORKING LUNCH, RENEWING JOB SEARCH STRATEGIES FOR THE NEW YEAR. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE EXECUTIVE DIRECTOR REVIEWS THE 990. 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 ANY DIRECTOR, PRINCIPAL OFFICER, OR MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS, WHO HAS A DIRECT OR INDIRECT FINANCIAL INTEREST. 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 EXECUTIVE DIRECTOR BASED ON THE ABOVE CRITERIA. 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 2014. |
| 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. GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR. |
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| Software Version: |