2023-06-13T15:44:20-05:00 2022-07-31 823247531 Still Burton LLP 13465 Midway Road Suite 475 Farmers Branch TX 75244 990 2021-08-01 751992728 Jewish Family Service of Dallas Inc JEWI 9724379950 5402 Arapaho Road Dallas TX 75248 Cathy Barker CEO 9724379950 2023-06-02 1 Cathy Barker 999009999 Brett K Burton P00845451 4697011710 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z Jewish Family Service Cathy Barker 5402 Arapaho Road Dallas TX 75248 12633622 0 X www.jfsdallas.org X 1950 TX JFS primary purpose is to perform social services for the Jewish and general community of Greater Dallas, and to furnish a variety of counseling and financial assistance. 36 36 101 0 0 0 13164950 10195701 1454479 1188077 639113 16527 334710 1215865 15593252 12616170 5726995 3228396 0 0 6027571 6568784 0 0 732259 2032072 2405307 13786638 12202487 1806614 413683 12707796 12739949 1559510 1263452 11148286 11476497 JFS primary purpose is to provide social services for the general community of Greater Dallas and to furnish a variety of counseling and financial assistance, and other related charitable and educational services. 0 0 1115053 387350 Special services for the aged are provided in programs including homemaker, transportation, financial aid, and meals on wheels and friendly visitors. 3517356 2841046 The food bank provides food to needy families and individuals. 4308043 619516 Counseling is provided on a reduced fee basis for special needs, marriage, parent-child problems, individual problems of adjustment, adolescents, teenagers, newly divorced or widowed, family treatments, for career and employment services, and financial coaching. 8940452 1 1 0 0 0 0 0 0 1 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 1 49 0 101 1 0 0 0 0 0 1 1 0 0 0 0 X 36 36 1 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X Steven Brown 9724379950 5402 Arapaho Road Dallas TX 75248 Allison Elko Director 1.00 X 0 0 0 Andrew Kaufman Director 1.00 X 0 0 0 Andrew Silver Director 1.00 X 0 0 0 Betty Spomer Director 1.00 X 0 0 0 Beverly Goldman Director 1.00 X 0 0 0 Eric Goldberg President-Elect 1.00 X X 0 0 0 Ethel Zale Lifetime Director 1.00 X 0 0 0 Jonathan Blum Director 1.00 X 0 0 0 Jonathan Herskovitz Director 1.00 X 0 0 0 Julie Gothard Vice President 1.00 X X 0 0 0 Julie Liberman President 1.00 X X 0 0 0 Laura Weinstein Director 1.00 X 0 0 0 Linda Garner Lifetime Director 1.00 X 0 0 0 Lindsay Stengle Secretary 1.00 X X 0 0 0 Lorie Thibodeaux Director 1.00 X 0 0 0 Madelyn Eisenberg Director 1.00 X 0 0 0 Marcy Kahn Director 1.00 X 0 0 0 Mark Spalding Director 1.00 X 0 0 0 Michael Kaufman Director 1.00 X 0 0 0 Michael Landgarten Director 1.00 X 0 0 0 Michelle Kravitz MD Director 1.00 X 0 0 0 Monita Moore Director 1.00 X 0 0 0 Nicole Post Director 1.00 X 0 0 0 Rachel Biblo-Block Director 1.00 X 0 0 0 Rebecca Buell Director 1.00 X 0 0 0 Richard Wasserman MD Director 1.00 X 0 0 0 Risha Reiman Director 1.00 X 0 0 0 Robert Gross MD Vice President 1.00 X X 0 0 0 Sandy Donsky Director 1.00 X 0 0 0 Seth Margolies Director 1.00 X 0 0 0 Staci Rubin Director 1.00 X 0 0 0 Steven Berger Treasurer 1.00 X X 0 0 0 Weezie Margolis Vice President 1.00 X X 0 0 0 Cathy Barker CEO 40.00 1.00 X 255893 0 0 Deizel Perez Sarte COO 40.00 1.00 X 151427 0 0 Steven Brown CFO 40.00 1.00 X 145558 0 0 552878 0 0 3 0 1 0 United Healthcare Services Inc PO Box 94017 Palatine IL 60094 Healthcare 451733 Joe Funk Construction Inc 11226 Indian Trail Dallas TX 75229 Construction 407357 Mission Advancement 7540 TX-121 Suite 200 McKinney TX 75070 Fundraising 127890 3 920483 9275218 1118210 10195701 Resale Shop 900099 568561 568561 Program Service Fees 900099 448011 448011 School Fees 900099 171505 171505 1188077 33979 33979 17452 -17452 -17452 -17452 Change in Beneficial Interest - J 900099 1134855 1134855 Miscellaneous Income 900099 81010 81010 1215865 12616170 1188077 0 1232392 3228396 3228396 514776 25739 375786 113251 5022563 3868019 903526 251018 88375 70700 7070 10605 467004 252182 191472 23350 476066 352289 99974 23803 6276 3577 2699 32582 1629 30953 838838 503474 179630 155734 344532 208029 133263 3240 9375 9375 269165 131526 137639 Miscellaneous Expense 311846 89517 181508 40821 Equipment Maintenance a 151483 69929 81554 0 Supplies and Hospitalit 148711 73696 66010 9005 Subscriptions and Publi 92859 16699 50395 25765 199640 45051 78922 75667 12202487 8940452 2529776 732259 199354 339884 2017684 2854317 834232 1201256 559508 263057 86702 60753 100107 53751 5038575 1784661 3072585 3253914 5833450 4708843 4174 4174 12707796 12739949 351066 513182 501871 76800 706573 673470 1559510 1263452 X 5026605 3606703 6121681 7869794 11148286 11476497 12707796 12739949 413683 -85472 0 X 0 1 X 1 1 1 X 6257134 6410236 6942171 13164950 10195701 42970192 6257134 6410236 6942171 13164950 10195701 42970192 42970192 286386 467456 179616 980107 1159630 3073195 9028 7646 16674 234404 98948 103166 -6284 81010 511244 46571305 0.92270 0.92360 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 6121681 8995313 5262 7252462 7869794 5043942 3876931 388551 3187743 6121681 5345450 4277965 70677 4650150 5043942 5052095 3700489 -13461 3393673 5345450 3024389 4979515 20751 2972560 5052095 0 1 1 1462253 1462253 1497573 773856 723717 1098225 297488 800737 939544 677532 262012 40980 35785 5195 3253914 Beneficial Interest in JFS Foundation 3885621 F Funds Held by the DJCF 822188 F Long Term Investment 1034 F 4708843 X 12530698 -85472 -85472 12616170 0 12616170 12202487 0 12202487 0 12202487 Part X, Line 2: The Organization regularly assesses uncertain tax positions in each of the tax jurisdictions in which it has operations and accounts for the related financial statement implications. Unrecognized tax benefits are reported using the two-step approach under which tax effects of a position are recognized only if it is "more-likely-than-not" to be sustained and the amount of the tax benefit recognized is equal to the largest tax benefit that is greater than fifty percent likely of being realized upon ultimate settlement of the tax position. Determining the appropriate level of unrecognized tax benefits requires the Organization to exercise judgment regarding the uncertain application of tax law. The amount of unrecognized tax benefits is adjusted when information becomes available or when an event occurs indicating a change is appropriate. Future changes in unrecognized tax benefits requirements could have a material impact on the results of operations. The Organization is generally no longer subject to tax examinations relating to US federal tax returns for years prior to the year ended July 31, 2014. 1 Food Assistance 112369 Furniture, Household Goods, Clothing, Transportation and Other Assistance 54682 Home Delivered Meals 85894 Home Health Service 275510 Medication and Prescription Assistance 4589 Rent and Utilities Assistance 1424030 Assistance Using Donated Goods 1097160 FMV Donated Goods Part I, Line 2: Jewish Family Service of Dallas, Inc. maintains records regarding who receives specific assistance and eligibility. X X X 0 0 0 0 0 0 0 0 0 Cathy Barker CEO 238316 0 0 0 17577 0 0 0 0 0 255893 0 0 0 Deizel Perez Sarte COO 140721 0 0 0 10706 0 0 0 0 0 151427 0 0 0 Steven Brown CFO 135738 0 0 0 9820 0 0 0 0 0 145558 0 0 0 X 1118210 FMV 0 0 1 Form 990, Part VI, Section A, line 2 Ethel Zale is a lifetime director and her son-in-law Gary Kahn is also on the board. Form 990, Part VI, Section A, line 7a The organization has a donor family that is allowed to elect or appoint one or more members to the governing body. Form 990, Part VI, Section B, line 11b A draft of the 990 is reviewed and approved by the Finance Committee of the Board and provided to all board members for review before filing. Form 990, Part VI, Section B, line 12c All contracts and purchases are analyzed to determine whether there is any connection with a Board or staff member or their families. Such purchases, if greater than $750, are bid out to at least three vendors. The conflict of interest policy is incorporated in the Board and staff manuals, and is reviewed annually with the Board and staff. It is also part of the independent audit process. Form 990, Part VI, Section B, line 15 The CEO reviews other officers and key employees compensation, and recommends the amount to budget. The budget is reviewed by the Finance Committee and ultimately approved by the Board. Form 990, Part VI, Line 15A - Compensation Method for CEO, Executive Director and Top Manager: The Board reviews financial resources available for compensation and compensation packages of comparable positions with similar organizations budgets. The Board President and Executive Committee review the information in an executive session and approve any adjustment to executive compensation packages. Form 990, Part VI, Section C, line 19 Governing documents for Jewish Family Service of Dallas, Inc (JFS) are available for review at the administrative offices of JFS. In addition, the annual meeting is open to the public. An annual report is produced which includes financial information, and is distributed to donors and stakeholders and is available on the JFS website. JFS Thrift Store 5402 Arapaho Road Dallas TX 75252 Thrift Store TX 568561 60753 JFS Jewish Family Service of Greater Dallas Foundation 5402 Arapaho Road Dallas TX 75248 320307257 Supporting Services TX 501(c)(3) 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 1 1 Jewish Family Service of Greater Dallas Foundation O