2016-04-27T09:58:00-05:00 2015-07-31 743001153 PMB HELIN DONOVAN LLP 5550 LBJ Freeway Suite 750 Dallas TX 75240 990 2014-08-01 751992728 Jewish Family Service of Dallas Inc JEWI 9724379950 5402 Arapaho Road Dallas TX 75248 Michael Kaufman Treasurer 9724379950 2016-04-27 1 James D Hodges P00263906 9727885315 2014 2016-08-17 19:52:53Z Jewish Family Service Michael Fleisher 5402 Arapaho Road Dallas TX 75248 5387217 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 89 368 69701 12480 3821586 3891182 730708 901059 111599 148689 127073 413147 4790966 5354077 424165 361514 0 0 3477324 3694049 0 0 379727 1171577 1133956 5073066 5189519 -282100 164558 6606918 8126854 2124803 2188978 4482115 5937876 X 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, and other related charitable and educational services. 0 0 837716 92736 54750 Special services for the aged are provided in programs including homemaker, transportation, financial aid, and meals on wheels and friendly visitors. 425178 211286 The food bank provides food to needy families and individuals. 2766159 57492 454183 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, and family treatments, and for career and employment services. 467651 392126 Volunteer services and resale shop. 467651 392126 4496704 1 1 0 0 0 0 0 0 0 1 1 0 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 25 0 89 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 38 38 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X Michael Fleisher 9724379950 5402 Arapaho Road Dallas TX 75248 Beverly Goldman Director 1.00 X 0 0 0 Bob Gregory Director 1.00 X 0 0 0 Bonnie Halpern Director 1.00 X 0 0 0 Bruce Katz Director 1.00 X 0 0 0 Benjamin Fine Director 1.00 X 0 0 0 Cara Mendelsohn Director 1.00 X 0 0 0 Cary Rossel Director 1.00 X 0 0 0 Cheryl Halpern President 1.00 X X 0 0 0 Clive Miskin Director 1.00 X 0 0 0 Ellen Sher MD Director 1.00 X 0 0 0 Eric Goldberg Director 1.00 X 0 0 0 Gilian Baron Director 1.00 X 0 0 0 Happy Webberman Director 1.00 X 0 0 0 Harlan Davis Director 1.00 X 0 0 0 Hilary Stern Director 1.00 X 0 0 0 Irv Munn Director 1.00 X 0 0 0 Janis Gail Director 1.00 X 0 0 0 Jay Oppenheimer Director 1.00 X 0 0 0 Jeffrey Landsberg Director 1.00 X 0 0 0 Jeri Lyn Sebert Secretary 1.00 X X 0 0 0 Jonathan Tobolowsky Director 1.00 X 0 0 0 Julie Liberman Vice President 1.00 X X 0 0 0 Linda Garner Vice President 1.00 X X 0 0 0 Louis Zweig Vice President 1.00 X X 0 0 0 Michael Friedman Director 1.00 X 0 0 0 Michael Kaufman Treasurer 1.00 X X 0 0 0 Michael Meyers Director 1.00 X 0 0 0 Rabbi Ana Bonnheim Director 1.00 X 0 0 0 Randy Colen President-Elect 1.00 X X 0 0 0 Rebecca Buell Director 1.00 X 0 0 0 Richard Rohan Director 1.00 X 0 0 0 Robin Sachs Director 1.00 X 0 0 0 Sam Utay Director 1.00 X 0 0 0 Sharon S Martin Director 1.00 X 0 0 0 Todd Chanon Director 1.00 X 0 0 0 Rick Golman Director 1.00 X 0 0 0 Laurie Platt Director 1.00 X 0 0 0 Lashon Ross Director 1.00 X 0 0 0 Michael Fleisher CEO 40.00 1.00 X 156017 0 5599 Janet Butterfield CFO 40.00 1.00 X 0 0 0 Banthorn Odrosky CFO 40.00 1.00 X 0 0 0 156017 0 5599 1 0 1 0 0 1477422 94299 2319461 7572 3891182 Resale Shop 900099 392126 392126 Program Service Fees 900099 365690 365690 Fees for Jewish School 900099 81563 81563 Lifeline Staff Support 900099 54750 54750 Conference Fees 900099 6930 6930 901059 39739 39739 95409 0 95409 95409 69701 25708 108950 0 108950 108950 108950 33140 94299 33140 0 Change in Beneficial I 900099 312918 312918 Miscellaneous Income 900099 4820 4820 317738 5354077 901059 69701 492135 361514 361514 156017 134301 14459 7257 2936708 2634732 159608 142368 43948 38115 3710 2123 306745 269520 23269 13956 250631 221141 17362 12128 17500 13923 2569 1008 16155 12853 2372 930 242013 192552 35527 13934 217731 202095 7864 7772 32304 32104 95 105 12916 12566 350 20957 18509 1075 1373 74957 67238 5029 2690 31724 26398 2321 3005 Supplies and Hospitalit 121244 55700 2517 63027 Postage, Promotional, P 102273 28675 2062 71536 Miscellaneous Expense 101333 46860 23298 31175 Equipment Maintenance a 76000 67727 5726 2547 66849 60181 3875 2793 5189519 4496704 313088 379727 101997 141714 514840 442476 1535836 1484608 198618 185064 158906 44299 22655 78345 3312540 880745 2498284 2431795 1575782 3318553 6606918 8126854 299713 325115 44999 123898 1780091 1739965 2124803 2188978 X 2348857 3216640 2065673 1833119 67585 888117 4482115 5937876 6606918 8126854 X 164558 -89188 1380391 X 0 1 X 1 0 X 3404035 3371918 4259165 3862855 3891182 18789155 3404035 3371918 4259165 3862855 3891182 18789155 18789155 136976 272929 496478 142923 543533 1592839 13480 13480 20598 4820 25418 20420892 0.92010 0.93950 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 743920 1653072 324244 2721236 608304 240 135376 743920 281215 327089 608304 517805 38664 275254 281215 516231 1574 517805 0.32640 0.67360 0 1 1 1462253 1462253 1403946 507623 896323 24265 15035 9230 118572 83100 35472 303504 274987 28517 2431795 X 5298029 -89188 33140 -56048 5354077 0 5354077 5222659 33140 33140 5189519 0 5189519 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 even 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 33,140. Part XII, Line 2d - Other Adjustments: Corporate Challenge - In-Kind Donations 33,140. Corporate Challenge 127439 94299 33140 825 32315 127439 94299 33140 825 32315 33140 0 1 Home health service 92736 Home Delivered Meals 89719 Medication and Prescription Assistance 13848 Rent and Utilities Assistance 38150 Furniture, Household Goods, Clothing, Transportation and Other Assistance 5494 Assistance Using Donated Goods 30702 FMV Food Assistance 90865 Part I, Line 2: Jewish Family Service of Dallas, Inc. maintains record regarding who receives specific assistance and eligibility. X X X 0 0 0 0 0 0 0 0 0 Michael Fleisher CEO 150000 0 6017 0 0 0 0 0 5599 0 161616 0 0 0 Joel Litman Past President 1063 Shredding service 0 William Roth Past President 33320 Management of office space 0 X 33140 FMV X 30702 FMV 0 0 0 Form 990, Part VI, Section B, line 11 A draft of the 990 is reviewed and approved by the Board 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, Board meetings and the annual meeting are 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: Comprehensive Restatement of Beneficial Interest in JFSF 1,380,391. JFS Thrift Store 5402 Arapaho Rd Dallas TX 75252 Thrift Store TX 392126 JFS Planned Living Assistance Network of North Texas 13151 Emily Road 240 Dallas TX 75240 752382809 Social Services TX 501(c)(3) Line 7 0 Jewish Family Service of Greater Dallas Foundation 5402 Arapaho Road Dallas TX 75248 320307257 Supporting Services TX 501(c)(3) Line 7 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