2019-05-10T16:32:57-05:00 2018-07-31 823247531 Still Burton LLP 13465 Midway Road Suite 475 Farmers Branch TX 75244 990 2017-08-01 751992728 Jewish Family Service of Dallas Inc JEWI 9724379950 5402 Arapaho Road Dallas TX 75248 Cathy Barker CEO 9724379950 2019-05-10 1 Brett K Burton P00845451 4697011710 108.60.194.250 2019-05-10 15:08:25 CD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 2017 2019-02-21 02:37:17Z Jewish Family Service Cathy Barker 5402 Arapaho Road Dallas TX 75248 8112646 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 37 108 855 22069 8028 4557494 6257134 1042925 1179280 354327 98706 375252 207219 6329998 7742339 415172 675682 0 0 4319717 5212419 0 0 662765 1722652 1565608 6457541 7453709 -127543 288630 6384373 9549351 604685 655285 5779688 8894066 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 803331 96162 25530 Special services for the aged are provided in programs including homemaker, transportation, financial aid, and meals on wheels and friendly visitors. 468488 579519 The food bank provides food to needy families and individuals. 3529419 514062 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. 695807 639868 695807 639868 5497045 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 1 0 0 1 1 0 0 0 0 0 1 0 0 1 0 0 0 1 1 0 0 0 1 44 0 108 1 1 1 0 0 0 0 1 1 0 0 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 Molly Jester 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 Rick Golman Director 1.00 X 0 0 0 Julie Gothard Director 1.00 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 Laurie Platt 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 Randy Colen 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 Cheryl Halpern Director 1.00 X 0 0 0 Cara Mendelsohn Director 1.00 X 0 0 0 Mike Friedman Vice President 1.00 X 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 Molly Jester CFO 40.00 1.00 X 108324 0 7511 Cathy Barker CEO 40.00 1.00 X 112038 0 7070 Steve Banta Former CEO 40.00 1.00 X 157465 0 0 377827 0 14581 3 1 1 0 0 1434959 763689 4058486 316102 6257134 Resale Shop 900099 639868 639868 Program Service Fees 900099 412842 412842 School Fees 900099 101220 101220 Lifeline Staff Support 900099 25350 25350 1179280 70734 70734 135559 0 135559 135559 22069 113490 27972 0 27972 27972 27972 122779 763689 370307 -247528 -247528 23635 0 23635 23635 Miscellaneous Income 900099 234404 234404 Change in Beneficial I 900099 61149 61149 295553 7742339 1179280 22069 283856 675682 675682 157465 81882 75583 3718615 3080681 373148 264786 62509 50283 7009 5217 942179 688026 145800 108353 331651 252843 45749 33059 650 650 29600 10254 19346 409579 268614 128188 12777 315852 91351 223317 1184 56469 48681 4712 3076 15652 14964 499 189 11513 11513 91959 13795 78164 37969 2784 35185 Supplies and Hospitalit 179026 50450 23510 105066 Miscellaneous Expense 157719 96225 45495 15999 Equipment Maintenance a 122641 97799 19299 5543 Telephone 49563 22278 27285 87416 31685 23798 31933 7453709 5497045 1293899 662765 98396 175557 168277 554115 396607 1210360 136055 130413 38066 62260 16475 45270 3579359 1067558 2486406 2511801 3043349 4848120 742 11455 6384373 9549351 214031 245670 10654 39615 380000 370000 604685 655285 X 2755299 3841971 1834136 3878603 1190253 1173492 5779688 8894066 6384373 9549351 X 288630 47723 2778025 X 0 1 X 1 0 X 3862855 3891182 4447152 4557494 6257134 23015817 3862855 3891182 4447152 4557494 6257134 23015817 23015817 142923 543533 328233 697196 286386 1998271 13480 12288 8278 9028 43074 20598 4820 29885 24105 234404 313812 25370974 0.90720 0.90050 X 0 0 3024389 4979515 20751 2972560 5052095 2713500 1731835 326056 1747002 3024389 2721236 1336488 115103 1459327 2713500 743920 1653072 324244 2721236 608304 240 135376 743920 0.23230 0.76770 0 1 1 1462253 1462253 1444156 619717 824439 127196 42852 84344 273089 191631 81458 272665 213358 59307 2511801 Beneficial Interest in JFS Foundation 2140915 F Funds Held by the DJCF 2707205 F 4848120 X 7772224 47723 -17838 29885 7742339 0 7742339 7435871 -17838 -17838 7453709 0 7453709 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, 2012. Part XI, Line 2d - Other Adjustments: Investment Fees -17,838. Part XII, Line 2d - Other Adjustments: Investment Fees -17,838. Woman to Woman 848084 728105 119979 6160 23969 150562 46327 133568 PLAN-Open Your Heart 38384 35584 2800 4458 3332 1931 886468 763689 122779 6160 28427 153894 46327 135499 370307 -247528 23635 0 23635 23635 TX 0 Raffle tickets are sold at the event with the results made public at the event. 0 0 0 0 0 1 Food Assistance 151281 Furniture, Household Goods, Clothing, Transportation and Other Assistance 79949 Home Delivered Meals 54617 Home Health Service 103404 Medication and Prescription Assistance 8340 Rent and Utilities Assistance 134864 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 Steve Banta Former CEO 157465 0 0 0 0 0 0 0 0 0 157465 0 0 0 Joel Litman Past President 1220 Shredding service 0 William Roth Past President 87401 Management of office space 0 X 5750 FMV X 127150 FMV X 135492 FMV X Other 0 27576 FMV X Skilled Labor 0 8810 FMV X Entertainment 0 5750 FMV 0 0 0 Form 990, Part VI, Section A, line 2 Ethel Zale is a lifetime director and her son Gary Kahn is also on the board. Form 990, Part VI, Section A, line 7a Members are 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 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 the public and is available on the JFS website. Form 990, Part XI, line 9: Merger of Planned Living Assistance Network 2,778,025. JFS Thrift Store 5402 Arapaho Road Dallas TX 75252 Thrift Store TX 639868 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 0 1 Jewish Family Service of Greater Dallas Foundation O Jewish Family Service of Greater Dallas Foundation S