2022-06-13T12:11:01-05:00 2021-07-31 823247531 Still Burton LLP 13465 Midway Road Suite 475 Farmers Branch TX 75244 990 2020-08-01 751992728 Jewish Family Service of Dallas Inc JEWI 9724379950 5402 Arapaho Road Dallas TX 75248 Cathy Barker CEO 9724379950 2022-06-10 1 Cathy Barker 999009999 Brett K Burton P00845451 4697011710 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z Jewish Family Service Cathy Barker 5402 Arapaho Road Dallas TX 75248 15612240 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. 37 37 124 0 0 0 6942171 13164950 1199090 1454479 22753 639113 215176 334710 8379190 15593252 1319430 5726995 0 0 5312611 6027571 0 0 460668 1744792 2032072 8376833 13786638 2357 1806614 13792564 12707796 4273446 1559510 9519118 11148286 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 1153583 326764 0 Special services for the aged are provided in programs including homemaker, transportation, financial aid, and meals on wheels and friendly visitors. 5812785 5117552 0 The food bank provides food to needy families and individuals. 3626333 282679 982390 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. 466285 0 472089 466285 472089 11058986 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 33 0 124 1 0 0 0 0 0 1 1 0 0 0 0 X 37 37 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 Betty Spomer Director 1.00 X 0 0 0 Beverly Goldman Director 1.00 X 0 0 0 Cheryl Halpern Director 1.00 X 0 0 0 Cory Feldman Director 1.00 X 0 0 0 Dabney Carlson Director 1.00 X 0 0 0 David Jacobs Director 1.00 X 0 0 0 Diane Laner 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 Gary Kahn 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 Kathryn Koshkin Director 1.00 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 Lisa Zale Director 1.00 X 0 0 0 Lydia Varela Director 1.00 X 0 0 0 Madelyn Eisenberg Director 1.00 X 0 0 0 Michael Kaufman Director 1.00 X 0 0 0 Michelle Kravitz MD Director 1.00 X 0 0 0 Mike Friedman 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 Randal Colen Director 1.00 X 0 0 0 Richard Wasserman MD 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 227504 0 0 Deizel Perez Sarte CFO 40.00 1.00 X 124239 0 0 Steven Brown CFO 40.00 1.00 X 82648 0 0 434391 0 0 2 0 1 0 United Healthcare Services Inc PO Box 94017 Palatine IL 60094 541677 KG Staffing Inc 13355 Noel Rd Suite 1100 Dallas TX 75240 305375 XPO Networks 190 E Stacy Rd Ste 306-333 Allen TX 75002 116600 3 1374355 1061800 10728795 1619182 13164950 Program Service Fees 900099 854167 854167 Resale Shop 900099 472089 472089 School Fees 900099 128223 128223 1454479 52795 52795 605306 18988 586318 586318 586318 Change in Beneficial Interest - F 900099 340994 340994 Miscellaneous Income 900099 -6284 -6284 334710 15593252 1454479 0 973823 5726995 5726995 485672 24902 355880 104890 4680356 3846460 636695 197201 72453 57963 5796 8694 425319 226978 176008 22333 363771 272067 70716 20988 3560 2013 1547 51690 2530 49160 812526 485008 260962 66556 332014 172648 159366 16822 16660 162 6072 -2245 8317 8184 8184 179920 67618 112302 Miscellaneous Expense 186174 35377 139289 11508 Equipment Maintenance a 172829 61792 111037 0 Supplies and Hospitalit 73613 26405 44888 2320 Telephone 62766 7342 55424 0 125902 28473 71251 26178 13786638 11058986 2266984 460668 196801 199354 4025103 2017684 822738 834232 540040 559508 39976 86702 144888 100107 4588081 1515496 2958310 3072585 5060384 5833450 4324 4174 13792564 12707796 406294 351066 2066727 501871 1800425 706573 4273446 1559510 X 4394824 5026605 5124294 6121681 9519118 11148286 13792564 12707796 1806614 -177446 0 X 0 1 X 1 1 1 X 4557494 6257134 6410236 6942171 13164950 37331985 4557494 6257134 6410236 6942171 13164950 37331985 37331985 697196 286386 467456 179616 980107 2610761 8278 9028 7646 24952 24105 234404 98948 103166 -6284 454339 40422037 0.92360 0.92000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 5043942 3876931 388551 3187743 6121681 5345450 4277965 70677 4650150 5043942 5052095 3700489 -13461 3393673 5345450 3024389 4979515 20751 2972560 5052095 2713500 1731835 326056 1747002 3024389 0 1 1 1462254 1462254 1497573 734638 762935 600813 161386 439427 807966 586042 221924 219475 33430 186045 3072585 Beneficial Interest in JFS Foundation 2750764 F Funds Held by the DJCF 3081686 F Long Term Investment 1000 F 5833450 X 15415806 -177446 -177446 15593252 0 15593252 13786638 0 13786638 0 13786638 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 168567 Furniture, Household Goods, Clothing, Transportation and Other Assistance 83431 Home Delivered Meals 60392 Home Health Service 217131 Medication and Prescription Assistance 10228 Rent and Utilities Assistance 3566222 Assistance Using Donated Goods 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 227504 0 0 0 0 0 0 0 0 0 227504 0 0 0 X 1619182 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 472089 86702 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