THE JEWISH FEDERATION OF FORT WORTH AND TARRANT COUNTY: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE JEWISH FEDERATION OF FORT WORTH AND TARRANT COUNTY (EIN 75-0808797)
- Tax period
- 2024-09-01 to 2025-08-31
- Filed
- 2026-07-15
- IRS object ID
- 202621969349301922
- Schema version
- 2024v5.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-07-15T15:37:00-05:00 | ReturnTs |
| Tax Period End | 2025-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1145 BROADWAY SUITE 1300 | AddressLine1Txt |
| City | TACOMA | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 750808797 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWISH FEDERATION OF FORT WORTH | BusinessNameLine1Txt |
| Business Name Line2 | & TARRANT COUNTY | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JEWI | BusinessNameControlTxt |
| Phone | 8175690892 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4049 KINGSRIDGE ROAD | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76109 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARRY ABELS | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 8175690892 | PhoneNum |
| Signature | 2026-07-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROSALINDA MARIKAR CPA | PreparerPersonNm |
| PTIN | P01684134 | PTIN |
| Phone | 2532721555 | PhoneNum |
| Preparation | 2026-07-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | BARRY ABELS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4049 KINGSRIDGE ROAD | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,141,508 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.TARRANTFEDERATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1956 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | TO PROMOTE VIBRANT, ENGAGED, AND SECURE JEWISH COMMUNITIES LOCALLY, IN ISRAEL, AND AROUND THE WORLD. | ActivityOrMissionDesc |
| Voting Members Governing Body | 26 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 26 | VotingMembersIndependentCnt |
| Total Employee | 14 | TotalEmployeeCnt |
| Total Volunteers | 80 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,324,021 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,535,233 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $31,395 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $30,733 | CYProgramServiceRevenueAmt |
| PY Investment Income | $576,391 | PYInvestmentIncomeAmt |
| CY Investment Income | $840,628 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$3,505 | PYOtherRevenueAmt |
| CY Other Revenue | $34,838 | CYOtherRevenueAmt |
| PY Total Revenue | $1,928,302 | PYTotalRevenueAmt |
| CY Total Revenue | $3,441,432 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $281,853 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $82,141 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $892,127 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $954,918 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $157,474 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $755,676 | PYOtherExpensesAmt |
| CY Other Expenses | $908,528 | CYOtherExpensesAmt |
| PY Total Expenses | $1,929,656 | PYTotalExpensesAmt |
| CY Total Expenses | $1,945,587 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,354 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,495,845 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $19,483,784 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,585,794 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,013,305 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $721,989 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $18,470,479 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $20,863,805 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF THE JEWISH FEDERATION OF FORT WORTH AND TARRANT COUNTY IS TO PROMOTE VIBRANT, ENGAGED, AND SECURE JEWISH COMMUNITIES LOCALLY, IN ISRAEL, AND AROUND THE WORLD. THE VISION IS TO INSPIRE, EDUCATE, AND SUPPORT OUR LOCAL JEWISH COMMUNITY, AND OUR JEWISH FAMILY IN ISRAEL AND THROUGHOUT THE WORLD, ENSURING THE CONTINUITY OF OUR PEOPLE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $853,855 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $30,733 | RevenueAmt |
| Desc | JEWISH FAMILY SERVICES PROVIDES COUNSELING AND THERAPY, CASEWORK AND SOCIAL SERVICES AND SENIOR SERVICES, INCLUDING A LUNCH PROGRAM. WE HAVE HELPED NUMEROUS SENIORS AVOID SCAMS AND IN SOME CASES RECOVERED FUNDS THAT WERE LOST AS A RESULT OF SCAM ACTIONS. THESE SERVICES ARE AVAILABLE TO THE ENTIRE COMMUNITY. WE HAVE ALSO BEEN ABLE TO INCREASE FINANCIAL SUBSIDIES TO ASSIST FAMILIES WITH BURIAL EXPENSES WHEN NECESSARY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $82,141 | ExpenseAmt |
| Grant | $82,141 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | FUNDING FOR VARIOUS INTERNATIONAL, NATIONAL, AND LOCAL AGENCIES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $274,524 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | COMMUNITY SERVICE-PROVIDES SERVICES FOR THE ANNUAL CAMPAIGN AND THE FOLLOWING PROGRAMS OR SERVICES: MANAGEMENT AND ADMINISTRATION OF PROPERTY AND SERVICES; COMMUNITY RELATIONS; LEADERSHIP DEVELOPMENT AND ENDOWMENT. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,210,520 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (1) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 22 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 14 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 26 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 26 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | 0 | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARRY ABELS | PersonNm |
| Phone | 8175690892 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4049 KINGSRIDGE ROAD | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76109 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (32 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| DR BARRY SCHNEIDER | ||||||||
| PRESIDENT AS OF 07/2025 | 5.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MIKE HERMAN | ||||||||
| PRESIDENT THRU 06/2025 | 5.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DAVID NUDLEMAN | ||||||||
| TREASURER | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CYNTHIA ALKON | ||||||||
| VP ADMINISTRATION | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ROBERT CHICOTSKY | ||||||||
| VP CAMPAIGN | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| TATYANA KISIN | ||||||||
| VP COMMUNITY RELATIONS | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MICHAEL BERKOWITZ | ||||||||
| VP RISK MANAGEMENT | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JEFF KAITCER | ||||||||
| SECRETARY | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| TODD BLUMENFELD | ||||||||
| IMMEDIATE PAST PRESIDENT | 5.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| NOAH BEARDEN | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID BEKERMAN | ||||||||
| DIRECTOR THRU 06/2025 | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| RABBI ANDREW BLOOM | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JANE COHEN | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID EBERSTEIN | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CANTOR ELISA COHN | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARILYN ENGLAND | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| NICOLE FELBERBAUM | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LANI GORDON | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| RABBI LEVI GUREVITCH | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DR IRA HOLLANDER | ||||||||
| DIRECTOR THRU 06/2025 | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| RABBI BRIAN ZIMMERMAN | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| RABBI DOV MANDEL | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ROGER MANDEL | ||||||||
| DIRECTOR THRU 06/2025 | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DORIT MIKULENCAK | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| GRETCHEN MILLER | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DR DAVID NARRETT | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFF ROTHSCHILD | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CANTOR SHERI ALLEN | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KAL SILVERBERG | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SHANE WOODWARD | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BARRY ABELS | ||||||||
| EXECUTIVE DIRECTOR | 40.00 | 0.00 | Yes (X) | $134,842 | $0 | $1,800 | ||
| CAROLE ROGERS | ||||||||
| JFS DIRECTOR | 40.00 | 0.00 | $172,109 | $0 | $18,956 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $306,951 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $20,756 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 CHERRY ST SUITE 1400 | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | ACCOUNTING SERVICES | ServicesDesc |
| Compensation | $162,828 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $2,535,233 | AllOtherContributionsAmt |
| Total Contributions | $2,535,233 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COUNSELING FEES | Desc |
| Business | 812900 | BusinessCd |
| Total Revenue Column | $30,733 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $30,733 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $30,733 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $561,549 | TotalRevenueColumnAmt |
| Exclusion | $561,549 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $8,400 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $8,400 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,400 | TotalRevenueColumnAmt |
| Exclusion | $8,400 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,979,155 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,700,076 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $279,079 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $279,079 | TotalRevenueColumnAmt |
| Exclusion | $279,079 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900003 | BusinessCd |
| Total Revenue Column | $26,438 | TotalRevenueColumnAmt |
| Exclusion | $26,438 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $26,438 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,441,432 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $30,733 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $875,466 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,141 | TotalAmt |
| Program Services | $82,141 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $131,740 | TotalAmt |
| Program Services | $26,348 | ProgramServicesAmt |
| Management And General | $59,283 | ManagementAndGeneralAmt |
| Fundraising | $46,109 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $680,929 | TotalAmt |
| Program Services | $519,542 | ProgramServicesAmt |
| Management And General | $131,107 | ManagementAndGeneralAmt |
| Fundraising | $30,280 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,212 | TotalAmt |
| Program Services | $48,649 | ProgramServicesAmt |
| Management And General | $16,853 | ManagementAndGeneralAmt |
| Fundraising | $6,710 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,037 | TotalAmt |
| Program Services | $47,057 | ProgramServicesAmt |
| Management And General | $16,403 | ManagementAndGeneralAmt |
| Fundraising | $6,577 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $174,519 | TotalAmt |
| Management And General | $174,519 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,940 | TotalAmt |
| Management And General | $98,940 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,377 | TotalAmt |
| Program Services | $51,709 | ProgramServicesAmt |
| Management And General | $16,668 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,117 | TotalAmt |
| Program Services | $547 | ProgramServicesAmt |
| Fundraising | $1,570 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,655 | TotalAmt |
| Program Services | $36,733 | ProgramServicesAmt |
| Management And General | $16,731 | ManagementAndGeneralAmt |
| Fundraising | $21,191 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,654 | TotalAmt |
| Program Services | $7,112 | ProgramServicesAmt |
| Management And General | $7,998 | ManagementAndGeneralAmt |
| Fundraising | $6,544 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,243 | TotalAmt |
| Program Services | $39,827 | ProgramServicesAmt |
| Management And General | $4,629 | ManagementAndGeneralAmt |
| Fundraising | $3,787 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,806 | TotalAmt |
| Program Services | $6,140 | ProgramServicesAmt |
| Management And General | $366 | ManagementAndGeneralAmt |
| Fundraising | $300 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,627 | TotalAmt |
| Program Services | $6,056 | ProgramServicesAmt |
| Management And General | $1,571 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,685 | TotalAmt |
| Program Services | $5,490 | ProgramServicesAmt |
| Management And General | $5,607 | ManagementAndGeneralAmt |
| Fundraising | $4,588 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,221 | TotalAmt |
| Program Services | $9,988 | ProgramServicesAmt |
| Management And General | $11,128 | ManagementAndGeneralAmt |
| Fundraising | $9,105 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,207 | TotalAmt |
| Program Services | $17,885 | ProgramServicesAmt |
| Management And General | $8,322 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROGRAM EXPENDITURES | $172,954 | $172,954 | $0 | $0 |
| LIVE SECURE EXPENSES | $117,195 | $117,195 | ||
| FUNDRAISING EXPENSES | $17,969 | $17,969 | ||
| REPAIRS AND MAINTENANCE | $7,082 | $2,982 | $2,255 | $1,845 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,277 | TotalAmt |
| Program Services | $12,165 | ProgramServicesAmt |
| Management And General | $5,213 | ManagementAndGeneralAmt |
| Fundraising | $899 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,945,587 | TotalAmt |
| Program Services | $1,210,520 | ProgramServicesAmt |
| Management And General | $577,593 | ManagementAndGeneralAmt |
| Fundraising | $157,474 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,307 | BOYAmt |
| EOY | $176,156 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $705,850 | BOYAmt |
| EOY | $498,917 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $355,997 | BOYAmt |
| EOY | $368,300 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,478 | BOYAmt |
| EOY | $10,299 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,321 | BOYAmt |
| EOY | $34,912 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $780,228 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $352,655 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $445,857 | BOYAmt |
| EOY | $427,573 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,331,781 | BOYAmt |
| EOY | $17,393,352 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,469,841 | BOYAmt |
| EOY | $2,607,288 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $103,352 | BOYAmt |
| EOY | $68,997 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,483,784 | BOYAmt |
| EOY | $21,585,794 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $114,033 | BOYAmt |
| EOY | $131,637 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $296,952 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $250,529 | BOYAmt |
| EOY | $234,898 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $351,791 | BOYAmt |
| EOY | $355,454 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,013,305 | BOYAmt |
| EOY | $721,989 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,120,098 | BOYAmt |
| EOY | $4,932,407 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,350,381 | BOYAmt |
| EOY | $15,931,398 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,470,479 | BOYAmt |
| EOY | $20,863,805 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,483,784 | BOYAmt |
| EOY | $21,585,794 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,495,845 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $897,481 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,394,705 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,625,891 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,140,203 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,324,021 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,535,233 | CurrentTaxYearAmt |
| Total | $8,020,053 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,394,705 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,625,891 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,140,203 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,324,021 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,535,233 | CurrentTaxYearAmt |
| Total | $8,020,053 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,517,364 | SubstantialContributorsTotAmt |
| Public Support Total170 | $6,502,689 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $289,970 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $455,844 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $590,439 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $468,779 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $569,949 | CurrentTaxYearAmt |
| Total | $2,374,981 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $451,067 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $304 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,058 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,983 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $26,438 | CurrentTaxYearAmt |
| Total | $485,850 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $10,880,884 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $147,319 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.59760 | PublicSupportCY170Pct |
| Public Support PY170 | 0.52930 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME - 2020 AMOUNT: $ 1,067. 2021 AMOUNT: $ 304. 2022 AMOUNT: $ 4,058. 2023 AMOUNT: $ 3,983. 2024 AMOUNT: $ 26,438. SETTLEMENT INCOME - 2020 AMOUNT: $ 450,000. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 5 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $0 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $25,500 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $399,904 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,553,519 | BeginningYearBalanceAmt |
| Contributions | $1,441,526 | ContributionsAmt |
| Investment Earnings Or Losses | $1,674,539 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,060,327 | GrantsOrScholarshipsAmt |
| End Year Balance | $20,609,257 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,739,568 | BeginningYearBalanceAmt |
| Contributions | $328,865 | ContributionsAmt |
| Investment Earnings Or Losses | $2,199,568 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $714,482 | GrantsOrScholarshipsAmt |
| End Year Balance | $18,553,519 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,579,689 | BeginningYearBalanceAmt |
| Contributions | $15,000 | ContributionsAmt |
| Investment Earnings Or Losses | $920,156 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $775,277 | GrantsOrScholarshipsAmt |
| End Year Balance | $16,739,568 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,269,429 | BeginningYearBalanceAmt |
| Contributions | $233,986 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,437,169 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $486,557 | GrantsOrScholarshipsAmt |
| End Year Balance | $16,579,689 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,808,467 | BeginningYearBalanceAmt |
| Contributions | $154,352 | ContributionsAmt |
| Investment Earnings Or Losses | $2,871,924 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $565,314 | GrantsOrScholarshipsAmt |
| End Year Balance | $19,269,429 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.14410 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.02750 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.82840 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $94,645 | OtherCostOrOtherBasisAmt |
| Book Value | $94,645 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $494,809 | OtherCostOrOtherBasisAmt |
| Depreciation | $241,422 | DepreciationAmt |
| Book Value | $253,387 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $190,774 | OtherCostOrOtherBasisAmt |
| Depreciation | $111,233 | DepreciationAmt |
| Book Value | $79,541 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $427,573 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| GOVERNMENT SECURITIES | $985,042 | F |
| CORPORATE BONDS | $366,978 | F |
| HEDGE FUNDS - BLUE OWL | $651,884 | F |
| POMONA INVESTMENT FUND I | $603,384 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $2,607,288 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| FUNDS HELD FOR OTHERS | $282,258 |
| OPERATING LEASE | $73,196 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $355,454 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART V, LINE 4: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION'S ENDOWMENTS ARE RESTRICTED FOR THE FOLLOWING USES: DONOR ADVISED FUNDS; EDUCATION PROGRAMS; ISRAEL/OVERSEAS PROGRAMS; JEWISH FAMILY SERVICES PROGRAM; LEADERSHIP PROGRAMS; AND FUTURE OPERATIONS. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| CONGREGATION AHAVATH SHOLOM | ||||||||||
| 4050 S HULEN ST | FORT WORTH | TX | 761094629 | 750843182 | 501(C)(3) | $7,700 | $0 | N/A | N/A | SECURITY STIPEND, TEACHER TRAINING, PROGRAM ACTIVITIES |
| CONGREGATION BETH ISRAEL | ||||||||||
| 1972 NW FLANDERS ST | PORTLAND | OR | 972092054 | 930386818 | 501(C)(3) | $7,250 | $0 | N/A | N/A | SECURITY STIPEND, SCHOOL SUPPLIES |
| MAKOM SHELANU CONGREGATION | ||||||||||
| 2504 COCKRELL AVE | FORT WORTH | TX | 161091116 | 920571815 | 501(C)(3) | $6,100 | $0 | N/A | N/A | SECURITY STIPEND, PROGRAM ACTIVITIES |
| CHABAD OF SOUTHLAKE | ||||||||||
| 1970 E DOVE ROAD | SOUTHLAKE | TX | 76092 | 272413318 | 501(C)(3) | $23,000 | $0 | N/A | N/A | SECURITY STIPEND AND OPERATIONAL SUPPORT |
| CONGREGATION BETH SHALOM | ||||||||||
| 1212 THANNISCH DRIVE | ARLINGTON | TX | 76011 | 751744329 | 501(C)(3) | $5,845 | $0 | N/A | N/A | SECURITY STIPEND AND OPERATIONAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 5 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE BOARD REVIEWS MONTHLY DETAILED REPORTS COVERING THE JEWISH FAMILY SERVICES PROGRAM AND THE ASSISTANCE PROVIDED. GRANTS PROVIDED TO OTHER ORGANIZATIONS ARE ONLY MADE TO 501(C)(3) AND GOVERNMENTAL INSTITUTIONS. THE BOARD DOES NOT FEEL FURTHER MONITORING IS NECESSARY. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROLE ROGERS | PersonNm |
| Title | JFS DIRECTOR | TitleTxt |
| Base Compensation Filing Org | $172,109 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $18,956 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $191,065 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FEDERATION LENDERSLLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | LENDER | RelationshipDescriptionTxt |
| Transaction | $31,715 | TransactionAmt |
| Transaction | FEDERATIONAL LENDERS IS AN LLC THAT WAS FORMED IN ORDER TO PROVIDE FINANCING FOR THE PURCHASE OF LAND AND CONSTRUCTION OF THE FEDERATION'S HEADQUARTERS IN FORT WORTH. BARRY ABELS IS THE MANAGER OF FEDERATION LENDERS. | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS (CONT): | FormAndLineReferenceDesc |
| Explanation | NEITHER IS A MEMBER OF THE LLC. THE LOAN WAS MADE IN 2005 FOR $410,000 AND THE BALANCE DUE TO FEDERATION LENDERS WAS $234,898 AT 8/31/25. DURING FISCAL YEAR 2024-2025, THE PRINCIPAL PAY-DOWN ON THE NOTE WAS $16,030 AND THE INTEREST EXPENSE PAID WAS $15,684. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | THE COMMITTEE IS MADE UP OF THE OFFICERS OF THE BOARD, ALL A PART OF THE GOVERNING BODY. THE EXECUTIVE COMMITTEE SHALL MEET AT THE BEHEST OF THE PRESIDENT AND SHALL MAKE SUCH RECOMMENDATIONS TO THE BOARD OF DIRECTORS AS THEY MAY FROM TIME TO TIME DETERMINE. |
| FORM 990, PART VI, SECTION A, LINE 6 | ANY MEMBER OF THE JEWISH COMMUNITY WHO IS A RESIDENT OF AND LIVES IN TARRANT COUNTY, OR A NEARBY COUNTY, IS AT LEAST 18, AND WHO PAYS A PLEDGE MAY BECOME A MEMBER OF THE CORPORATION. IN ADDITION, ANY PERSON WHO HAS ESTABLISHED A FUNDED, IRREVOCABLE ENDOWMENT FOR THE BENEFIT OF THE CORPORATION WITH (I) THE FOUNDATION OF THE JEWISH FEDERATION OF FORT WORTH AND TARRANT COUNTY, MAY BE A MEMBER. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE NOMINATING COMMITTEE NOMINATES DIRECTORS FOR THE MEMBERSHIP TO VOTE ON AT THE ANNUAL MEETING. MEMBERS ALSO ELECT THE OFFICERS AT THE ANNUAL MEETING FROM THE BOARD OF DIRECTORS. THE BOARD PRESIDENT MAY APPOINT THREE DIRECTORS FROM THE MEMBERSHIP. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE BYLAWS MAY BE ALTERED, AMENDED OR REPEALED OR NEW BYLAWS MAY BE ADOPTED ONLY BY THE MEMBERS OF THE CORPORATION, AT ANY MEETING OF THE MEMBERS AT WHICH A QUORUM IS PRESENT, BY THE AFFIRMATIVE VOTE OF AT LEAST TWO-THIRDS OF THE MEMBERS PRESENT AT SUCH MEETING. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS REVIEWED BY THE EXECUTIVE AND ASSOCIATE DIRECTOR, THE BOARD PRESIDENT AND TREASURER AND THE BOARD FINANCE COMMITTEE. |
| FORM 990, PART VI, SECTION B, LINE 12 | ALL MEMBERS OF THE BOARD OF DIRECTORS, OFFICERS, COMMITTEE MEMBERS, AND EMPLOYEES IN A POSITION OF INFLUENCE ANNUALLY REVIEW THE CONFLICT OF INTEREST POLICY AND REAFFIRM THEIR UNDERSTANDING AND COMPLIANCE WITH THE POLICY. OFFICERS, DIRECTORS, AND COMMITTEE MEMBERS ARE REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST AS SOON AS POSSIBLE SHOULD ONE ARISE TO THE PRESIDENT OF THE BOARD, WHILE STAFF REPORT TO THEIR IMMEDIATE SUPERVISOR. THE AFFECTED PERSON MUST THEN ABSTAIN FROM VOTING OR ACTING ON THE PARTICULAR ITEM, AND MUST ABSTAIN FROM PARTICIPATING IN OR ATTEMPTING TO INFLUENCE THE DECISION-MAKING PROCESS IN ANY WAY. THEY MAY PROVIDE RELEVANT FINANCIAL INFORMATION UPON REQUEST. ALL DISCLOSURES REPORTED IN THE ANNUAL MEETING AND ANY OTHER MEETING HELD BY THE BOARD OF DIRECTORS WILL BE REFLECTED IN THE MINUTES OF THE MEETING. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EXECUTIVE COMMITTEE SERVES AS THE PERSONNEL COMMITTEE AND CONDUCTS AN ANNUAL REVIEW OF THE EXECUTIVE DIRECTOR'S SALARY. RECOMMENDATIONS REGARDING SALARY INCREASES FOR OTHER EMPLOYEES ARE MADE BY THE EXECTIVE DIRECTOR AND THE PERSONNEL COMMITTEE TO THE FINANCE COMMITTEE BASED ON PERFORMANCE APPRAISALS AND COST OF LIVING ADJUSTMENTS. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION PROVIDES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL INFORMATION TO THE PUBLIC AT ITS OFFICE AND UPON WRITTEN REQUEST. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOUIS H AND MADALYN B BARNETT FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4049 KINGSRIDGE ROAD | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752152949 | EIN |
| Primary Activities | SUPPORTING MISSION OF THE JEWISH FEDERATION OF FORT WORTH | PrimaryActivitiesTxt |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 12C, III-FI | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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