2018-05-24T08:52:26-05:00 2017-07-31 823247531 Still Burton LLP 13465 Midway Road Suite 475 Farmers Branch TX 75244 990 2016-08-01 751992728 Jewish Family Service of Dallas Inc JEWI 9724379950 5402 Arapaho Road Dallas TX 75248 Clive Miskin Treasurer 9724379950 2018-05-09 1 Brett K Burton P00845451 4697011710 2016 2022-09-23 18:48:47Z Jewish Family Service Steve Banta 5402 Arapaho Road Dallas TX 75248 6354144 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. 36 36 99 1798 23027 7278 4447152 4557494 985610 1042925 72269 354327 298187 375252 5803218 6329998 337540 415172 0 0 4046713 4319717 0 0 730757 1139852 1722652 5524105 6457541 279113 -127543 6868545 6384373 718912 604685 6149633 5779688 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 864025 93589 32410 Special services for the aged are provided in programs including homemaker, transportation, financial aid, and meals on wheels and friendly visitors. 544177 321583 The food bank provides food to needy families and individuals. 3342152 0 426700 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. 540461 583815 540461 583815 5290815 1 1 0 0 0 0 0 0 1 1 1 1 0 0 0 1 0 1 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 29 0 99 1 1 1 0 0 0 0 1 1 1 2 0 0 0 1 0 X 36 36 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X Molly Cook 9724379950 5402 Arapho Road Dallas TX 75248 Gilian Baron Director 1.00 X 0 0 0 Stephen 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 Jim Doyle Director 1.00 X 0 0 0 Cory Feldman Director 1.00 X 0 0 0 Baranda Fermin Director 1.00 X 0 0 0 Beverly Goldman 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 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 Bruce Katz Director 1.00 X 0 0 0 Beth Konig Director 1.00 X 0 0 0 Jeffery Landsberg Director 1.00 X 0 0 0 Diane Laner Director 1.00 X 0 0 0 Weezie Margolis Director 1.00 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 President 1.00 X X 0 0 0 Michael Kaufman President-Elect 1.00 X X 0 0 0 Eric Goldberg Vice President 1.00 X X 0 0 0 Julie Liberman Vice President 1.00 X X 0 0 0 Louis Zweig Vice President 1.00 X X 0 0 0 Clive Miskin Treasurer 1.00 X X 0 0 0 Jeri Lyn Serbert Secretary 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 X 0 0 0 Cara Mendelsohn Director 1.00 X X 0 0 0 Todd Chanon Director 1.00 X X 0 0 0 Steve Banta CEO 40.00 1.00 X 0 0 0 Molly Cook CFO 40.00 1.00 X 104293 0 1469 Cathy Barker COO/CDO 40.00 1.00 X 101335 0 685 Michael Fleisher Former CEO 40.00 1.00 X 147810 0 4729 353438 0 6883 3 1 1 0 0 1502418 46100 3008976 225240 4557494 Resale Shop 900099 583815 583815 Program Service Fees 900099 346308 346308 Fees for Jewish School 900099 80392 80392 Lifeline Staff Support 900099 32410 32410 1042925 27523 27523 128685 0 128685 128685 23027 105658 326804 0 326804 326804 326804 24146 46100 24146 0 Change in Beneficial I 900099 222462 222462 Miscellaneous Income 900099 24105 24105 246567 6329998 1042925 23027 706552 415172 415172 147810 126222 10768 10820 3439512 2937166 250564 251782 51465 46538 2243 2684 432299 386898 21228 24173 248631 226196 9349 13086 10223 9737 208 278 27855 23765 1750 2340 392656 281721 67255 43680 342848 302463 16284 24101 58717 55954 1757 1006 83565 3089 476 80000 11680 10137 660 883 100238 86585 7176 6477 44966 38401 2441 4124 Miscellaneous Expense 195708 143704 19834 32170 Supplies and Hospitalit 190650 58150 7115 125385 Postage, Promotional, P 97050 13543 3993 79514 Equipment Maintenance a 88872 67321 5154 16397 77624 58053 7714 11857 6457541 5290815 435969 730757 90551 98396 228144 168277 447668 396607 220157 136055 42940 38066 60350 16475 3527905 1041499 2494271 2486406 3284464 3043349 0 742 6868545 6384373 288487 214031 40425 10654 390000 380000 718912 604685 X 3436133 2755299 1709988 1834136 1003512 1190253 6149633 5779688 6868545 6384373 -127543 -242402 0 X 0 1 X 1 0 X 4259165 3862855 3891182 4447152 4557494 21017848 4259165 3862855 3891182 4447152 4557494 21017848 21017848 496478 142923 543533 328233 697196 2208363 13480 12288 8278 34046 20598 4820 29885 24105 79408 23339665 0.90050 0.91420 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 2713500 1731835 326056 1747002 3024389 2721236 1336488 115103 1459327 2713500 743920 1653072 324244 2721236 608304 240 135376 743920 281215 327089 0 608304 0.39360 0.60640 0 1 1 1462253 1462253 1439155 582115 857040 76667 30702 45965 352611 310360 42251 197219 118322 78897 2486406 Beneficial Interest in JFS Foundation 2079766 F Investments 2000 F Funds Held by the DJCF 961583 F 3043349 X 6111746 -242398 24146 -218252 6329998 0 6329998 6481687 24146 24146 6457541 0 6457541 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: Corporate Challenge - In-Kind Donations 24,146. Part XII, Line 2d - Other Adjustments: Corporate Challenge - In-Kind Donations 24,146. Corporate Challenge 70246 46100 24146 1300 11787 11059 70246 46100 24146 1300 11787 11059 24146 0 1 Home Health Service 93589 Home Delivered Meals 65640 Medication and Prescription Assistance 10498 Rent and Utilities Assistance 24416 Furniture, Household Goods, Clothing, Transportation and Other Assistance 8581 Assistance Using Donated Goods FMV Donated Goods Food Assistance 112730 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 Michael Fleisher Former CEO 147810 0 0 0 0 0 0 0 4729 0 152539 0 0 0 Joel Litman Past President 2169 Shredding service 0 William Roth Past President 93335 Management of office space 0 X 27835 FMV X 41127 FMV X 6250 FMV X 104479 FMV X Other 0 41345 FMV X Entertainment 0 13383 FMV X Skilled Labor 0 8889 FMV 0 0 0 Form 990, Part VI, Section B, line 11b A draft of the 990 is reviewed and approved by the Executive Committee of the Board and provided to all board members for review before filing. Form 990, Part VI, Section B, line 12c All contract and purchase 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 consults with the CFO regarding financial resources available for compensation and reviews compensation packages of comparable positions with similar organization 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 the public and is available on the JFS website. JFS Thrift Store 5402 Arapaho Road Dallas TX 75252 Thrift Store TX 583815 JFS Planned Living Assistance Network North Texas 13151 Emily Road 240 Dallas TX 75240 752382809 Social Services TX 501(c)(3) 0 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