2018-05-17T19:51:02-07:00 2017-09-30 CMRosen LLC 17440 Dallas Pkwy Ste 218 Dallas TX 752877308 990 2016-10-01 752028254 Interfaith Family Services INTE 2148277220 5600 Ross Ave Dallas TX 75206 Kimberly Williams CEO 2018-05-08 true Chad M Rosen CPA P01071321 9728181400 2016 2022-09-23 18:48:47Z Kimberly Williams 4099507 false false X interfaithdallas.org X 1985 TX We exclusively serve working poor families in crisis to break the cycle of poverty and to bring about systemic, enduring changes to Dallas-area homeless families. We teach, mentor, and support them with a nurturing community to assist families in becoming self-sufficient. 25 25 56 477 0 3516830 2312482 0 7722 1102764 42230 17542 3566782 3432788 38059 0 0 1166093 1163321 0 248270 773383 580496 1977535 1743817 1589247 1688971 7391898 9162471 60559 142161 7331339 9020310 To empower families in crisis to break the cycle of poverty. false false 1406179 3189 We provided transitional housing and holistic, comprehensive services for 57 homeless families. As a result, 94% were employed at exit, 94% transitioned to permanent housing, 84% reduced their debt, 84% created a savings safety net, and 71% graduated from the Financial Empowerment Program. One year after exit, 88% have maintained employment, and 90% continue to save and/or reduce their debt. 1406179 true true false false false false false false false false true false false false true true true false false false false false false false true false false false false false false false false false false false false false false false false false false false false false false false false false false true 15 0 true 56 true false false false false false false true true false 0 false false false false false false false false false false X 25 25 true false true false false false false true true false false true true true true true true true true false X Dierdre Taylor 2148277220 5600 Ross Ave Dallas TX 75206 Ashley Blanchette Chair 1.00 0.00 X X 0 0 0 Amber Welock Vice Chair 1.00 0.00 X X 0 0 0 Adrian Cook Secretary 1.00 0.00 X X 0 0 0 Scott Beasley Finance Chair 1.00 0.00 X X 0 0 0 Meredith Camp Gov. Chair 1.00 0.00 X X 0 0 0 Ben Eakes Dev. Chair 1.00 0.00 X X 0 0 0 Peter Hegi Marketing Chair 1.00 0.00 X X 0 0 0 Brian Hegi Past Chair 1.00 0.00 X X 0 0 0 Sherry Daniel Jr Leag Liaison 1.00 0.00 X 0 0 0 Amy Hegi Aux. Liaison 1.00 0.00 X 0 0 0 Anne Reeder Char Ball Liais 1.00 0.00 X 0 0 0 Tyler Beeson Director 1.00 0.00 X 0 0 0 Buddy Jordan Director 1.00 0.00 X 0 0 0 Peter Lewis Director 1.00 0.00 X 0 0 0 Jeffery P Sangalis Director 1.00 0.00 X 0 0 0 Cherry Overton Haymes Director 1.00 0.00 X 0 0 0 Cynthia Rodegast Director 1.00 0.00 X 0 0 0 Rob Feito Director 1.00 0.00 X 0 0 0 Courtney Lindley Director 1.00 0.00 X 0 0 0 Bill Dickason Director 1.00 0.00 X 0 0 0 John Sanders Jr Director 1.00 0.00 X 0 0 0 Shemika Hopson Director 1.00 0.00 X 0 0 0 Shay O'Dwyer Director 1.00 0.00 X 0 0 0 Neil West Director 1.00 0.00 X 0 0 0 Robert Furtaw Director 1.00 0.00 X 0 0 0 Kimberly Williams CEO 40.00 0.00 X 126206 0 16757 Connie Sanford CFO 40.00 0.00 X 53808 0 8581 180014 25338 1 false false false 0 163837 2205 183777 15929 1946734 2312482 0 11720 11720 0 353 353 14000 14000 14000 14000 1584192 493148 1091044 1091044 1091044 173571 183777 173571 0 0 0 Occupancy Fees 531390 3189 3189 3189 3432788 3189 1117117 0 0 0 0 220591 160678 17295 42618 0 763876 657691 15032 91153 0 107804 90931 3368 13505 71050 59148 2322 9580 0 0 0 0 0 0 18207 2732 1977 13498 20241 373 19868 55602 18752 15209 21641 30699 25339 2757 2603 0 188006 160785 22012 5209 12077 12077 0 9713 9713 0 0 101307 98683 932 1692 0 Resident expenses 109742 109742 Business expenses 34902 9248 8464 17190 0 1743817 1406179 89368 248270 124441 280363 2057938 3748285 1778683 1816387 0 0 0 0 0 20835 29755 4900912 1617708 3108204 3283204 0 0 0 0 301797 4477 7391898 9162471 47431 82747 11850 45243 1278 14171 60559 142161 X 4613835 5769531 2717504 3250779 7331339 9020310 7391898 9162471 1688971 X false true X true false X 1875622 2131864 3677369 3516830 2312483 13514168 0 0 1875622 2131864 3677369 3516830 2312483 13514168 1677366 11836802 5016 13246 45816 43122 26073 133273 0 44462 75691 37316 3189 160658 13808099 0.85720 0.89550 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1391067 1391067 2410779 1155500 1255279 368268 323984 44284 730798 138224 592574 3283204 Due to residents 14171 14171 X 3419564 8100 8100 3411464 21324 21324 3432788 1730593 8100 8100 1722493 21324 21324 1743817 Part X : FIN48 Footnote The Organization has concluded that it does not have any unrecognized tax benefits resulting from current or prior period tax positions. Accordingly, no additional disclosures have been made on the financial statements regarding ASC 740, Income taxes. The Organization does not have any outstanding interest or penalties, and none have been recorded in the statement of activities and change in net assets for the years ending September 30, 2017 and 2016. The Organizations informational returns filed are generally subject to examination for three years after the later of the due date or date of filing. As a result, the Organization is no longer subject to income tax examinations by tax authorities for years prior to 2014. Part XI, Line 4b: Other revenue amounts included on 990 but not included in F/S Event costs moved to expenses $21324 Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S Event costs moved to expenses $21324 false Luncheon 234858 94686 140172 10126 10125 115746 4175 Golf 122490 89091 33399 15251 15250 800 2098 357348 183777 173571 25377 25375 116546 6273 173571 Form 990, Part VI, Line 1a: Explanation of Delegated Broad Authority to Committee The following is an excerpt from our bylaws: "The Executive Committee shall consist of the Chairman, the Vice Chairman, the Secretary, the Immediate Past Chairman, the Treasurer, the Marketing Committee Chair, and the Governance Committee chair... The Executive Committee shall possess the power of the Board in the management of the business of the Corporation," subject to certain limitations. Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et Peter and Amy Hegi are married. Brian and Peter Hegi are brothers. Form 990, Part VI, Line 4: Description of Significant Changes to Organizational Documents The bylaws were updated to reflect our current name of Interfaith Family Services. The name change was previously reported to the IRS on our 2014 Form 990, so a copy of these bylaws is not attached to this return. Form 990, Part VI, Line 11b: Form 990 Review Process Our CFO looked over the return and then forwarded it to the Audit & Finance Committee for review. The board then reviewed the Form 990 before approval for filing. Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts The following is an except from our conflict of interest policy:"A.DEFINITIONS1.Interested Person. Any member of the Board of Directors (Director), officer, member of a committee with board-delegated powers, or employee who has a Financial Interest or Conflict of Interest.2.Financial Interest. A person has a Financial Interest if the person has, directly or indirectly, through business, investment, or family: (a) An ownership or investment interest in any entity with which [the Organization] has a transaction or arrangement, or (b) A compensation arrangement, or (c) A potential ownership or investment interest in, or compensation arrangement with, any entity or individual with which [the Organization] is negotiating a transaction or arrangement. For purposes of this paragraph, compensation includes direct and indirect remuneration as well as gifts or favors that are substantial in nature, and transactions and arrangements include gifts to [the Organization].3.Conflict of Interest. A person has a Conflict of Interest if the Board of Directors or committee so determines under part C below.B.DISCLOSUREIn connection with any actual or possible Financial Interest, an Interested Person must disclose the existence of his or her interest or affiliation and all material facts to the Directors and members of committees with board-delegated powers considering the proposed transaction, arrangement, or grant. The disclosure should be made when the interest becomes a matter of board or committee action, or as part of a periodic procedure to be established by the board.C.PROCEDURES1.After disclosure of the Financial Interest and all material facts, and after any discussion with the Interested Person, he or she shall leave the board or committee meeting while the remaining board or committee members determines if a conflict of interest (Conflict of Interest) exists.2.An Interested Person may make a presentation at the board or committee meeting, but after such presentation, he or she shall leave the meeting during the discussion of, and the vote on, the transaction or arrangement that results in the Conflict of Interest.3.If appropriate, the chairperson of the board or committee shall appoint a disinterested person or committee to investigate alternatives to the proposed transaction or arrangement. After exercising due diligence, the board or committee shall determine whether [the Organization] can obtain a more advantageous transaction or arrangement with reasonable efforts from a person or entity that would not give rise to a Conflict of Interest.4.If a more advantageous transaction or arrangement is not reasonably attainable under circumstances that would not give rise to a Conflict of Interest, the board or committee shall determine by a majority vote of the disinterested trustees whether the transaction or arrangement is in [the Organization's] best interest and for its own benefit and whether the transaction is fair and reasonable to [the Organization]. The board shall make its decision as to whether to enter into the transaction or arrangement in conformity with that determination.D.VIOLATIONS OF THE POLICY1.If the board or committee has reasonable cause to believe that a member has failed to disclose Financial Interests, it shall inform the member of the basis of such belief and afford the member an opportunity to explain the alleged failure to disclose.2.If, after hearing the response of the member and making such further investigation as may be warranted in the circumstances, the board or committee determines that the member has in fact failed to disclose Financial Interests or Disqualifying Relationships, it shall take appropriate corrective action." Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management The board evaluates the CEO's performance each year. A summary is given and discussed with the CEO by the board chair. Salary comparisons are reviewed, utilizing a recent nonprofit salary and benefits survey available for Dallas County conducted by the Community Council of Greater Dallas. For 2016-2017, a previous survey viewed in December 2013 was considered. We use the same salary survey for all employees to determine if our wages are comparable with other nonprofits of a similar size. Each position is compared to like positions. Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees The board evaluates the performance of all significant employees each year. A summary is given and discussed with the employees by the board chair. Salary comparisons are reviewed, utilizing a recent nonprofit salary and benefits survey available for Dallas County conducted by the Community Council of Greater Dallas. For 2016-2017, a previous survey viewed in December 2013 was considered. We use the same salary survey for all employees to determine if our wages are comparable with other nonprofits of a similar size. Each position is compared to like positions. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available These are available upon request.