2021-07-15T14:04:18-05:00 2020-08-31 752795393 J TAYLOR & ASSOCIATES LLC 4800 OVERTON PLAZA SUITE 360 FORT WORTH TX 76109 990 2019-09-01 750808797 JEWISH FEDERATION OF FORT WORTH & TARRANT COUNTY JEWI 8175690892 4049 KINGSRIDGE ROAD FORT WORTH TX 76109 HOWARD ROSENTHAL ASSOCIATE DIRECTOR 8175690892 2021-07-14 1 JOSEPH D TAYLOR P00745467 8179245900 2019 2022-09-23 18:48:47Z HOWARD ROSENTHAL 4049 KINGSRIDGE ROAD FORT WORTH TX 76109 5415844 0 X WWW.TARRANTFEDERATION.ORG X 1956 TX TO BUILD A STRONG AND UNIFIED JEWISH COMMUNITY IN ORDER TO ENSURE WELL-BEING AND CONTINUITY OF THE JEWISH PEOPLE IN TARRANT COUNTY, IN ISRAEL, AND THROUGHOUT THE WORLD. THE FEDERATION PURSUES ITS MISSION THROUGH FUNDRAISING, COMMUNITY-WIDE PROGRAMMING, SUPPORTING JEWISH PEOPLE IN TARRANT COUNTY, IN ISRAEL, AND THROUGHOUT THE WORLD. 30 30 13 100 0 0 1268908 1057727 41766 30324 802573 482794 3300 3300 2116547 1574145 279327 274524 0 0 675605 634915 0 0 192013 1017385 742431 1972317 1651870 144230 -77725 17100749 17551859 882913 865902 16217836 16685957 X TO BUILD A STRONG AND UNIFIED JEWISH COMMUNITY IN ORDER TO ENSURE WELL-BEING AND CONTINUITY OF THE JEWISH PEOPLE IN TARRANT COUNTY, IN ISRAEL, AND THROUGHOUT THE WORLD. THE FEDERATION PURSUES ITS MISSION THROUGH FUNDRAISING, COMMUNITY-WIDE PROGRAMMING, SUPPORTING JEWISH EDUCATION, FOSTERING COMMUNICATION AND COOPERATION AMONG JEWISH ORGANIZATIONS, AND BY BUILDING STRONG RELATIONSHIPS WITH ISRAEL AND THE COMMUNITY AT LARGE. 0 0 63063 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. 838764 14518 18674 JEWISH FAMILY SERVICES - PROVIDES COUNSELING, FAMILY ASSISTANCE; SENIORS AND RESETTLEMENT OF SOVIET JEWS IN THE UNITED STATES. 260006 260006 11650 FUNDING FOR VARIOUS INTERNATIONAL, NATIONAL AND LOCAL AGENCIES. 1161833 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 1 19 0 13 1 0 0 0 0 0 0 0 0 0 0 X 30 30 1 0 0 0 1 1 0 1 1 0 0 0 1 1 1 1 0 1 1 0 X HOWARD ROSENTHAL 8175690892 4049 KINGSRIDGE ROAD FORT WORTH TX 76109 SANDRA HOLLANDER PRESIDENT 5.00 X X 0 0 0 DIANE KLEINMAN IMMEDIATE PAST PRESIDENT 5.00 X X 0 0 0 JOE MINTZ VP ADMINISTRATION 5.00 X X 0 0 0 LINDA HOCHSTER VP CAMPAIGN 1.00 X X 0 0 0 CHERYL VISOSKY VP CAMPAIGN 1.00 X X 0 0 0 JIM STANTON VP COMMUNITY RELATIONS 5.00 X X 0 0 0 MICHAEL HERMAN TREASURER 1.00 X X 0 0 0 JENNIFER LEVI SECRETARY 1.00 X X 0 0 0 JEFFREY HOCHSTER FOUNDATION CHAIR 1.00 X X 0 0 0 BLAKE HALPERN PRESIDENTIAL APPOINTMENT 1.00 X 0 0 0 DANA ROSENSTEIN PRESIDENTIAL APPOINTMENT 1.00 X 0 0 0 CYNTHIA ALKON PRESIDENTIAL APPOINTMENT 1.00 X 0 0 0 ROBERT CHICOTSKY PRESIDENTIAL APPOINTMENT 1.00 X 0 0 0 RUSS SCHULTZ PRESIDENTIAL APPOINTMENT 1.00 X 0 0 0 RABBI ANDREW BLOOM DIRECTOR 1.00 X 0 0 0 NOREEN HOUSTON DIRECTOR 1.00 X 0 0 0 TAMARA LENHOFF DIRECTOR 1.00 X 0 0 0 RABBI DOV MANDEL DIRECTOR 1.00 X 0 0 0 DR GENE POSNOCK DIRECTOR 1.00 X 0 0 0 LISA REIN DIRECTOR 1.00 X 0 0 0 KAREN SILVERBERG DIRECTOR 1.00 X 0 0 0 JONATHAN SUDER DIRECTOR 1.00 X 0 0 0 RABBI BRIAN ZIMMERMAN DIRECTOR 1.00 X 0 0 0 MICHAEL BERKOWITZ DIRECTOR 1.00 X 0 0 0 JANE COHEN DIRECTOR 1.00 X 0 0 0 REBECCA CRISTOL DIRECTOR 1.00 X 0 0 0 RABBI CHARLIE CYTRON-WALKER DIRECTOR 1.00 X 0 0 0 NANCY FINFER DIRECTOR 1.00 X 0 0 0 BARRY GOLDFARB DIRECTOR 1.00 X 0 0 0 MARTY ENGLANDER DIRECTOR 1.00 X 0 0 0 BEN HERMAN DIRECTOR 1.00 X 0 0 0 STEVE KATTEN DIRECTOR 1.00 X 0 0 0 STEPHEN SCHWARTZ DIRECTOR 1.00 X 0 0 0 LAJEAN STURMAN JFS CHAIR 1.00 X 0 0 0 ROBERT M GOLDBERG EXECUTIVE DIRECTOR 40.00 X 124781 0 0 CAROLE L ROGERS JFS DIRECTOR 40.00 X 135255 0 0 260036 0 0 2 0 0 0 0 1819 1055908 1057727 PROGRAM EVENTS 713990 18674 18674 COUNSELING FEES 812900 11650 11650 30324 465240 465240 3300 0 3300 3300 3300 3859253 3841699 17554 17554 17554 1574145 30324 0 486094 274524 274524 131399 95921 19710 15768 459515 335220 68099 56196 44001 32121 6600 5280 72753 41469 17461 13823 78597 3847 74750 10648 6069 2556 2023 38836 34785 2228 1823 18710 6549 12161 34026 14098 10960 8968 83957 49563 18917 15477 CONTRACT SERVICES 133495 63743 38364 31388 PROGRAM EXPENDITURES 103673 103673 0 0 MISCELLANEOUS 57353 56555 439 359 DUES & SUBSCRIPTIONS 21367 8950 6829 5588 89016 34746 18950 35320 1651870 1161833 298024 192013 147516 372002 456545 340803 16483 5868 708663 220240 473330 488423 15225584 15752112 781291 592651 17100749 17551859 60483 42312 145972 50210 19189 0 316127 422922 341142 350458 882913 865902 X 2251214 2395051 13966622 14290906 16217836 16685957 17100749 17551859 -77725 545846 0 X 0 1 X 0 0 X 1250605 1211895 1369291 1268908 1057727 6158426 1250605 1211895 1369291 1268908 1057727 6158426 1069422 5089004 264148 293323 544369 520372 468540 2090752 28303 28303 8277481 0.61480 0.63780 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 16454962 40533 1045749 648245 84532 16808467 12348381 2103509 774100 460290 102430 14663270 717344 55950 71403 53692 7279 783726 664989 120 71008 14411 4362 717344 649897 10403 26564 21875 664989 0.14350 0.02440 0.83210 0 0 94645 94645 463530 173680 289850 52525 45820 6705 97963 740 97223 488423 FUNDS HELD FOR OTHERS 215458 ACCRUED LIABILITIES 135000 350458 2123538 545843 3550 549393 1574145 0 1574145 1651870 0 1651870 0 1651870 PART XI, LINE 2D - OTHER ADJUSTMENTS: SUBSIDIARY REVENUE REPORTED ON SEPARATE RETURN SCHEDULE D, PART V AS REFERENCED IN THE AUDITED FINANCIAL STATEMENTS FOR PERIOD ENDING 08/31/20, ENDOWMENT FUND VALUE METHODOLOGY IS DIFFERENT THAN THE PERIOD ENDING 08/31/19. FOOTNOTE E, ENTITLED ENDOWMENT FUNDS, STATES "THE BOARD OF DIRECTORS OF THE ORGANIZATION HAS INTERPRETED THE TEXAS UNIFORM PRUDENT MANAGEMENT OF INSTITUTIONAL FUNDS ACT (TUPMIFA) AS REQUIRING THE PRESERVATION OF THE FAIR VALUE OF THE ORIGINAL GIFT AS OF THE GIFT DATE OF THE DONOR RESTRICTED ENDOWMENT FUNDS ABSENT EXPLICIT DONOR STIPULATIONS TO THE CONTRARY. AS A RESULT OF THE INTERPRETATION, THE ORGANIZATION CLASSIFIES AS NET ASSETS WITH DONOR RESTRICTIONS (A) THE ORIGINAL VALUE OF GIFTS DONATED TO THE ENDOWMENT FUND, (B) THE ORIGINAL VALUE OF SUBSEQUENT GIFTS TO THE ENDOWMENT FUND, AND (C) ACCUMULATIONS OF THE ENDOWMENT FUND MADE IN ACCORDANCE WITH THE DIRECTION OF THE APPLICABLE DONOR GIFT INSTRUMENT AT THE TIME THE ACCUMULATION IS ADDED TO THE FUND." THE FISCAL YEAR END AMOUNTS TIE TO THE AUDITED FINANCIALS, AND THE FOOTNOTES PROVIDED FOR THE ENDOWMENT FUNDS. 1 ANTI-DEFAMATION LEAGUE 605 THIRD AVENUE NEW YORK NY 10158 131818723 501(C)(3) 1500 OPERATIONAL SUPPORT BETH-EL CONGREGATION 4900 BRIARHAVEN ROAD FORT WORTH TX 76109 750989423 501(C)(3) 11600 OPERATIONAL SUPPORT BRITE DIVINITY SCHOOL - GATES OF CHAI TCU BOX 298130 FORT WORTH TX 76129 237121060 TEXAS UNIVERSITY 500 OPERATIONAL SUPPORT CAMP IMPACT 2004 HEATHER WAY DRIVE ARLINGTON TX 76012 474372273 501(C)(3) 6800 OPERATIONAL SUPPORT CHABAD OF SOUTHLAKE 280 COMMERCE STREET 255 SOUTHLAKE TX 76092 272413318 501(C)(3) 4200 OPERATIONAL SUPPORT CHABAD OF FORT WORTH & TARRANT COUNTY INC 5659 WOODWAY DRIVE FORT WORTH TX 76133 611439310 501(C)(3) 2210 OPERATIONAL SUPPORT CONGREGATION AHAVATH SHOLOM 4050 S HULEN STREET FORT WORTH TX 76109 750843182 501(C)(3) 6450 OPERATIONAL SUPPORT CONGREGATION BETH ISRAEL 6100 PLEASANT RUN ROAD COLLEYVILLE TX 76034 752825486 501(C)(3) 9000 OPERATIONAL SUPPORT CONGREGATION BETH SHALOM 1212 THANNISH DRIVE ARLINGTON TX 76011 751744329 501(C)(3) 2100 OPERATIONAL SUPPORT DALLAS HOLOCAUST MUSEUM 211 N RECORD STREET SUITE 100 DALLAS TX 75202 752113723 501(C)(3) 2400 OPERATIONAL SUPPORT JEWISH COUNCIL FOR PUBLIC AFFAIRS 116 E 27TH STREET 10TH FL NEW YORK NY 10016 131624104 501(C)(3) 1000 OPERATIONAL SUPPORT JEWISH CHILDREN'S REGIONAL SERVICE PO BOX 7368 NO 1120 METAIRIE LA 70010 720408936 501(C)(3) 3500 OPERATIONAL SUPPORT JEWISH EDUCATION AGENCY 4050 S HULEN STREET FORT WORTH TX 76109 752833705 501(C)(3) 23000 OPERATIONAL SUPPORT JEWISH FEDERATIONS OF NORTH AMERICA INC 25 BROADWAY SUITE 1700 NEW YORK NY 10004 131624240 501(C)(3) 166500 OPERATIONAL SUPPORT MULTICULTURAL ALLIANCE 2408 STRIBLING LN NORFOLK VA 23518 541847213 501(C)(3) 1900 OPERATIONAL SUPPORT SOUTHWEST JEWISH CONGRESS 10440 N CENTRAL EXPY STE 1040 DALLAS TX 75231 270257690 501(C)(3) 300 OPERATIONAL SUPPORT UNIVERSITY OF NORTH TEXAS PO BOX 305369 DENTON TX 76203 756002149 TEXAS UNIVERSITY 6050 OPERATIONAL SUPPORT UNIVERSITY OF TEXAS - HILLEL 2105 SAN ANTONIO ST AUSTIN TX 78705 521758802 TEXAS UNIVERSITY 2800 OPERATIONAL SUPPORT BIRTHRIGHT ISRAEL FOUNDATION PO BOX 21615 NEW YORK NY 10087 134092050 501(C)(3) 5500 OPERATIONAL SUPPORT TEXAS CHRISTIAN UNIVERSITY - HILLEL TCU BOX 297044 FORT WORTH TX 76129 750827465 TEXAS UNIVERSITY 2900 OPERATIONAL SUPPORT 17 5 PART 1, 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. FEDERATION LENDERS LLC LENDER 30315 FEDERATION LENDERS IS AN LLC THAT WAS FORMED IN ORDER TO PROVIDE FINANCING FOR THE PURCHASE OF THE LAND AND CONSTRUCTION OF THE FEDERATION'S HEADQUARTERS IN FORT WORTH. DIANE KLEINMAN AND ROBERT GOLDBERG ARE THE MANAGERS OF FEDERATION LENDERS. NEITHER IS A MEMBER OF THE LLC. THE LOAN WAS MADE IN 2005 FOR $410,000 AND THE BALANCE DUE TO FEDERATION LENDERS WAS $304,521.76 AT 8/31/20 DURING FISCAL YEAR 2019-2020, THE PRINCIPAL PAY-DOWN ON THE NOTE WAS $11,605.30 AND THE INTEREST EXPENSE PAID WAS $18,709.74. 0 FORM 990, PART VI, SECTION A, LINE 2 JEFFREY HOCHSTER AND LINDA HOCHSTER HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 6 ANY MEMBER OF THE JEWISH COMMUNITY WHO IS A RESIDENT OF AND LIVES IN TARRANT COUNTY, IS AT LEAST 18, AND WHO PAYS A PLEDGE MAY BECOME A MEMBER OF THE CORPORATION. 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. FORM 990, PART VI, SECTION A, LINE 7A NONE OF THE COMMITTEES HAVE THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B NO REVIEW WAS CONDUCTED. THE GOVERNING BODY WILL RECEIVE A COPY OF THE FILED TAX RETURN. FORM 990, PART VI, SECTION B, LINE 12C 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 COMMITEE SERVES AS THE PERSONNEL COMMITTEE AND CONDUCTS AN ANNUAL REVIEW OF THE EXECUTIVE DIRECTOR'S SALARY USING SALARY DATA FROM OTHER COMPARABLE ORGANIZATIONS. RECOMMENDATIONS REGARDING SALARY INCREASES FOR OTHER EMPLOYEES ARE MADE BY THE EXECUTIVE DIRECTOR AND THE PERSONNEL COMMITTEE TO THE FINANCE COMMITTEE BASED ON PERFORMANCE APPRAISALS, COST OF LIVING ADJUSTMENTS, AND DATA ON COMPARABLE POSITIONS AT COMPARABLE INSTITUTIONS. 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 & MADLYN 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 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0