2026-07-15T15:37:00-05:00 2025-08-31 410746749 CLIFTONLARSONALLEN LLP 1145 BROADWAY SUITE 1300 TACOMA WA 98402 990 2024-09-01 750808797 JEWISH FEDERATION OF FORT WORTH & TARRANT COUNTY JEWI 8175690892 4049 KINGSRIDGE ROAD FORT WORTH TX 76109 BARRY ABELS CEO 8175690892 2026-07-15 1 1 ROSALINDA MARIKAR CPA P01684134 2532721555 2026-07-15 2024 2025-03-06 01:10:19Z BARRY ABELS 4049 KINGSRIDGE ROAD FORT WORTH TX 76109 7141508 0 X WWW.TARRANTFEDERATION.ORG X 1956 TX TO PROMOTE VIBRANT, ENGAGED, AND SECURE JEWISH COMMUNITIES LOCALLY, IN ISRAEL, AND AROUND THE WORLD. 26 26 14 80 0 0 1324021 2535233 31395 30733 576391 840628 -3505 34838 1928302 3441432 281853 82141 0 0 892127 954918 0 0 157474 755676 908528 1929656 1945587 -1354 1495845 19483784 21585794 1013305 721989 18470479 20863805 X 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. 0 0 853855 0 30733 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. 82141 82141 0 FUNDING FOR VARIOUS INTERNATIONAL, NATIONAL, AND LOCAL AGENCIES. 274524 0 0 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. 1210520 1 1 0 0 0 1 0 0 0 1 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 1 22 0 1 14 1 0 0 0 0 0 0 0 0 0 0 0 0 X 26 26 0 0 0 0 1 1 1 1 1 0 0 0 1 1 0 0 1 0 0 0 X BARRY ABELS 8175690892 4049 KINGSRIDGE ROAD FORT WORTH TX 76109 DR BARRY SCHNEIDER PRESIDENT AS OF 07/2025 5.00 0.00 X X 0 0 0 MIKE HERMAN PRESIDENT THRU 06/2025 5.00 0.00 X X 0 0 0 DAVID NUDLEMAN TREASURER 1.00 0.00 X X 0 0 0 CYNTHIA ALKON VP ADMINISTRATION 1.00 0.00 X X 0 0 0 ROBERT CHICOTSKY VP CAMPAIGN 1.00 0.00 X X 0 0 0 TATYANA KISIN VP COMMUNITY RELATIONS 1.00 0.00 X X 0 0 0 MICHAEL BERKOWITZ VP RISK MANAGEMENT 1.00 0.00 X X 0 0 0 JEFF KAITCER SECRETARY 1.00 0.00 X X 0 0 0 TODD BLUMENFELD IMMEDIATE PAST PRESIDENT 5.00 0.00 X X 0 0 0 NOAH BEARDEN DIRECTOR 1.00 0.00 X 0 0 0 DAVID BEKERMAN DIRECTOR THRU 06/2025 1.00 0.00 X 0 0 0 RABBI ANDREW BLOOM DIRECTOR 1.00 0.00 X 0 0 0 JANE COHEN DIRECTOR 1.00 0.00 X 0 0 0 DAVID EBERSTEIN DIRECTOR 1.00 0.00 X 0 0 0 CANTOR ELISA COHN DIRECTOR 1.00 0.00 X 0 0 0 MARILYN ENGLAND DIRECTOR 1.00 0.00 X 0 0 0 NICOLE FELBERBAUM DIRECTOR 1.00 0.00 X 0 0 0 LANI GORDON DIRECTOR 1.00 0.00 X 0 0 0 RABBI LEVI GUREVITCH DIRECTOR 1.00 0.00 X 0 0 0 DR IRA HOLLANDER DIRECTOR THRU 06/2025 1.00 0.00 X 0 0 0 RABBI BRIAN ZIMMERMAN DIRECTOR 1.00 0.00 X 0 0 0 RABBI DOV MANDEL DIRECTOR 1.00 0.00 X 0 0 0 ROGER MANDEL DIRECTOR THRU 06/2025 1.00 0.00 X 0 0 0 DORIT MIKULENCAK DIRECTOR 1.00 0.00 X 0 0 0 GRETCHEN MILLER DIRECTOR 1.00 0.00 X 0 0 0 DR DAVID NARRETT DIRECTOR 1.00 0.00 X 0 0 0 JEFF ROTHSCHILD DIRECTOR 1.00 0.00 X 0 0 0 CANTOR SHERI ALLEN DIRECTOR 1.00 0.00 X 0 0 0 KAL SILVERBERG DIRECTOR 1.00 0.00 X 0 0 0 SHANE WOODWARD DIRECTOR 1.00 0.00 X 0 0 0 BARRY ABELS EXECUTIVE DIRECTOR 40.00 0.00 X 134842 0 1800 CAROLE ROGERS JFS DIRECTOR 40.00 0.00 X 172109 0 18956 306951 0 20756 2 0 1 0 CLIFTONLARSONALLEN LLC 801 CHERRY ST SUITE 1400 FORT WORTH TX 76102 ACCOUNTING SERVICES 162828 1 2535233 2535233 COUNSELING FEES 812900 30733 30733 30733 561549 561549 8400 0 8400 8400 8400 3979155 3700076 279079 279079 279079 MISCELLANEOUS 900003 26438 26438 26438 3441432 30733 0 875466 82141 82141 131740 26348 59283 46109 680929 519542 131107 30280 72212 48649 16853 6710 70037 47057 16403 6577 174519 174519 98940 98940 68377 51709 16668 2117 547 1570 74655 36733 16731 21191 21654 7112 7998 6544 48243 39827 4629 3787 6806 6140 366 300 7627 6056 1571 15685 5490 5607 4588 30221 9988 11128 9105 26207 17885 8322 PROGRAM EXPENDITURES 172954 172954 0 0 LIVE SECURE EXPENSES 117195 117195 FUNDRAISING EXPENSES 17969 17969 REPAIRS AND MAINTENANCE 7082 2982 2255 1845 18277 12165 5213 899 1945587 1210520 577593 157474 41307 176156 705850 498917 355997 368300 7478 10299 22321 34912 780228 352655 445857 427573 15331781 17393352 2469841 2607288 103352 68997 19483784 21585794 114033 131637 296952 0 250529 234898 351791 355454 1013305 721989 X 3120098 4932407 15350381 15931398 18470479 20863805 19483784 21585794 1495845 897481 0 X 0 0 0 X 1394705 1625891 1140203 1324021 2535233 8020053 1394705 1625891 1140203 1324021 2535233 8020053 1517364 6502689 289970 455844 590439 468779 569949 2374981 451067 304 4058 3983 26438 485850 10880884 147319 0.59760 0.52930 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5 0 25500 399904 1 1 18553519 1441526 1674539 1060327 20609257 16739568 328865 2199568 714482 18553519 16579689 15000 920156 775277 16739568 19269429 233986 -2437169 486557 16579689 16808467 154352 2871924 565314 19269429 0.14410 0.02750 0.82840 0 0 94645 94645 494809 241422 253387 190774 111233 79541 427573 GOVERNMENT SECURITIES 985042 F CORPORATE BONDS 366978 F HEDGE FUNDS - BLUE OWL 651884 F POMONA INVESTMENT FUND I 603384 F 2607288 FUNDS HELD FOR OTHERS 282258 OPERATING LEASE 73196 355454 PART V, LINE 4: 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. 1 CONGREGATION AHAVATH SHOLOM 4050 S HULEN ST FORT WORTH TX 761094629 750843182 501(C)(3) 7700 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) 7250 0 N/A N/A SECURITY STIPEND, SCHOOL SUPPLIES MAKOM SHELANU CONGREGATION 2504 COCKRELL AVE FORT WORTH TX 161091116 920571815 501(C)(3) 6100 0 N/A N/A SECURITY STIPEND, PROGRAM ACTIVITIES CHABAD OF SOUTHLAKE 1970 E DOVE ROAD SOUTHLAKE TX 76092 272413318 501(C)(3) 23000 0 N/A N/A SECURITY STIPEND AND OPERATIONAL SUPPORT CONGREGATION BETH SHALOM 1212 THANNISCH DRIVE ARLINGTON TX 76011 751744329 501(C)(3) 5845 0 N/A N/A SECURITY STIPEND AND OPERATIONAL SUPPORT 5 PART I, LINE 2: 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. X 0 0 0 0 0 0 0 0 0 CAROLE ROGERS JFS DIRECTOR 172109 0 0 0 0 0 0 0 18956 0 191065 0 0 0 FEDERATION LENDERSLLC LENDER 31715 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. 0 SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS (CONT): 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. 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. LOUIS H AND MADALYN B BARNETT FOUNDATION 4049 KINGSRIDGE ROAD FORT WORTH TX 76109 752152949 SUPPORTING MISSION OF THE JEWISH FEDERATION OF FORT WORTH TX 501(C)(3) LINE 12C, III-FI N/A 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0