2020-05-21T09:21:30-05:00 2019-07-31 823247531 Still Burton LLP 13465 Midway Road Suite 475 Farmers Branch TX 75244 990 2018-08-01 751992728 Jewish Family Service of Dallas Inc JEWI 9724379950 5402 Arapaho Road Dallas TX 75248 Cathy Barker CEO 9724379950 2020-04-28 1 Brett K Burton P00845451 4697011710 108.60.194.250 2020-04-28 12:07:42 CD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 2018 2020-11-06 18:47:13Z Jewish Family Service Cathy Barker 5402 Arapaho Road Dallas TX 75248 8409823 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. 38 38 112 1562 22815 6646 6257134 6410236 1179280 1425252 98706 133702 207219 281794 7742339 8250984 675682 865095 0 0 5212419 5193573 0 0 496273 1565608 1564337 7453709 7623005 288630 627979 9549351 10272204 655285 784182 8894066 9488022 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 793517 188422 19950 Special services for the aged are provided in programs including homemaker, transportation, financial aid, and meals on wheels and friendly visitors. 435024 247632 The food bank provides food to needy families and individuals. 3861447 423716 672740 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. 703482 5325 732562 703482 5325 732562 5793470 1 1 0 0 0 0 0 0 1 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 1 0 0 1 0 0 0 1 1 0 0 0 1 49 0 112 1 1 1 0 0 0 0 1 1 0 0 0 0 1 0 0 0 X 38 38 1 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X Cathy Barker 9724379950 5402 Arapaho Road Dallas TX 75248 Gilian Baron Treasurer 1.00 X X 0 0 0 Steven Berger Director 1.00 X 0 0 0 Brenda Bliss Director 1.00 X 0 0 0 Dabney Carlson Director 1.00 X 0 0 0 Kim Chapman Director 1.00 X 0 0 0 Cory Feldman Director 1.00 X 0 0 0 Beverly Goldman Director 1.00 X 0 0 0 Julie Gothard Vice President 1.00 X X 0 0 0 Christopher Green Director 1.00 X 0 0 0 Robert Gross MD Director 1.00 X 0 0 0 David Jacobs Director 1.00 X 0 0 0 Gary Kahn Director 1.00 X 0 0 0 Beth Konig Director 1.00 X 0 0 0 Diane Laner Director 1.00 X 0 0 0 Weezie Margolis Secretary 1.00 X X 0 0 0 Sue Mintz Director 1.00 X 0 0 0 Madelyn Eisenburg Director 1.00 X 0 0 0 Melanie Rubin Director 1.00 X 0 0 0 Lindsay Stengle Director 1.00 X 0 0 0 Linda Garner Lifetime Director 1.00 X 0 0 0 Ethel Zale Lifetime Director 1.00 X 0 0 0 Seth Margolies Director 1.00 X 0 0 0 Michael Kaufman President 1.00 X X 0 0 0 Eric Goldberg Vice President 1.00 X X 0 0 0 Julie Liberman President-Elect 1.00 X X 0 0 0 Clive Miskin Vice President 1.00 X X 0 0 0 Jay Szor Director 1.00 X 0 0 0 Lydia Varela Director 1.00 X 0 0 0 Mike Friedman Director 1.00 X 0 0 0 Sandy Donsky Director 1.00 X 0 0 0 Allison Elko Director 1.00 X 0 0 0 Kathryn Koshkin Director 1.00 X 0 0 0 Staci Rubin Director 1.00 X 0 0 0 Betty Spomer Director 1.00 X 0 0 0 Laura Weinstein Director 1.00 X 0 0 0 Randal Colen Director 1.00 X 0 0 0 Cheryl Halpern Director 1.00 X 0 0 0 Cara Mendelsohn Director 1.00 X 0 0 0 Molly Jester CFO 40.00 1.00 X 108781 0 6831 Cathy Barker CEO 40.00 1.00 X 136747 0 28033 Steve Banta Former CEO 40.00 1.00 X 138299 0 0 383827 0 34864 3 1 1 0 0 1678527 614535 4117174 165648 6410236 Resale Shop 900099 732562 732562 Program Service Fees 900099 561632 561632 School Fees 900099 111108 111108 Lifeline Staff Support 900099 19950 19950 1425252 99613 99613 143222 0 143222 143222 22815 120407 34089 0 34089 34089 34089 285 614535 158839 -158554 -158554 Change in Beneficial I 900099 198178 198178 Miscellaneous Income 900099 98948 98948 297126 8250984 1425252 22815 392681 865095 865095 280392 121313 159079 4034733 3583876 318648 132209 34941 28167 6774 499608 287374 120315 91919 343899 271359 40467 32073 3600 -400 4000 32712 13744 18968 352660 196536 151001 5123 442311 153274 288937 100 47834 43574 667 3593 7904 3547 1025 3332 12976 12976 129578 47280 82298 50507 16365 33122 1020 Miscellaneous Expense 172348 116260 36156 19932 Supplies and Hospitalit 99098 55917 26079 17102 Equipment Maintenance a 78598 54824 20697 3077 Telephone 58822 31217 27605 0 75389 25461 22214 27714 7623005 5793470 1333262 496273 175557 18854 554115 1645654 1210360 534873 130413 431349 62260 97810 45270 105387 3722583 1197136 2511801 2525447 4848120 4903976 11455 8854 9549351 10272204 245670 306532 39615 122650 370000 355000 655285 784182 X 3841971 4142572 3878603 4152387 1173492 1193063 8894066 9488022 9549351 10272204 627979 -34023 0 X 0 1 X 1 1 1 X 3891182 4447152 4557494 6257134 6410236 25563198 3891182 4447152 4557494 6257134 6410236 25563198 25563198 543533 328233 697196 286386 467456 2322804 13480 12288 8278 9028 7646 50720 4820 29885 24105 234404 98948 392162 28328884 0.90240 0.90720 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 5052095 3700489 -13461 3393673 5345450 3024389 4979515 20751 2972560 5052095 2713500 1731835 326056 1747002 3024389 2721236 1336488 115103 1459327 2713500 743920 1653072 324244 2721236 0.22320 0.77680 0 1 1 1462254 1462254 1444156 657566 786590 127009 63646 63363 406466 247292 159174 282698 228632 54066 2525447 Beneficial Interest in JFS Foundation 2339093 F Funds Held by the DJCF 2564883 F 4903976 X 8358009 -34023 141048 107025 8250984 0 8250984 7764053 141048 141048 7623005 0 7623005 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, 2013. Part XI, Line 2d - Other Adjustments: Special Events 158,839. Investment Fees -17,791. Part XII, Line 2d - Other Adjustments: Special Events 158,839. Investment Fees -17,791. Woman to Woman 452816 452816 10341 21773 34000 67031 Special Needs Partnership 97581 97296 285 520 5270 3027 1 64423 64423 4396 7225 5256 614820 614535 285 15257 34268 34000 75314 158839 -158554 1 Food Assistance 134240 Furniture, Household Goods, Clothing, Transportation and Other Assistance 78038 Home Delivered Meals 62047 Home Health Service 101255 Medication and Prescription Assistance 4667 Rent and Utilities Assistance 356485 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 136747 0 0 0 0 0 0 0 28033 0 164780 0 0 0 Steve Banta Former CEO 138299 0 0 0 0 0 0 0 0 0 138299 0 0 0 Joel Litman Past President 1290 Shredding service 0 William Roth Past President 91712 Management of office space 0 X 21080 FMV X 2880 FMV X 91778 FMV X Other 0 12560 FMV X Skilled Labor 0 4681 FMV X Entertainment 0 1500 FMV 1 0 0 1 Part I, Line 32b: Jim Rotunda Liquidations and Relocations was used to sell a donated car at an auction. 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 732562 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 Jewish Family Service of Greater Dallas Foundation S