THE JEWISH FEDERATION OF FORT WORTH AND TARRANT COUNTY: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
THE JEWISH FEDERATION OF FORT WORTH AND TARRANT COUNTY (EIN 75-0808797)
Tax period
2010-09-01 to 2011-08-31
Filed
2012-07-12
IRS object ID
201241949349300324
Schema version
2010v3.7
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2012-07-12T11:06:55-04:00Timestamp
Tax Period End Date2011-08-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1Hartman Leito & Bolt LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line16050 SOUTHWEST BLVD SUITE 300AddressLine1
CityFORT WORTHCity
StateTXState
ZIP Code76109ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2010-09-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN750808797EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1Jewish Federation of Fort WorthBusinessNameLine1
Business Name Line2& Tarrant CountyBusinessNameLine2
FieldValueIRS element (for citing)
Name ControlJEWINameControl
Phone8175690892Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line14049 Kingsridge RoadAddressLine1
CityFort WorthCity
StateTXState
ZIP Code76109ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameMORTON HOUSEName
TitleEXECUTIVE DIRECTORTitle
Date Signed2012-07-12DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
NameJamie EversoleName
Phone8177382400Phone
Date Prepared2012-07-10DatePrepared
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonMarilyn EnglanderNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line14049 KINGSRIDGE ROADAddressLine1
CityFORT WORTHCity
StateTXState
ZIP Code76109ZIPCode
FieldValueIRS element (for citing)
Gross Receipts1963076GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
Organization501c3XOrganization501c3
Web Sitewww.tarrantfederation.orgWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1956YearFormation
State Legal DomicileTXStateLegalDomicile
Activity Or Mission DescriptionTo build a strong and unified Jewish community in order to ensure the well-being and continuity of the Jewish people in Tarrant County, in Israel, and throughout the world.ActivityOrMissionDescription
Nbr Voting Members Governing Body29NbrVotingMembersGoverningBody
Nbr Independent Voting Members29NbrIndependentVotingMembers
Total Nbr Employees11TotalNbrEmployees
Total Nbr Volunteers10TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year1082281ContributionsGrantsPriorYear
Contributions Grants Current Year1066592ContributionsGrantsCurrentYear
Program Service Revenue Prior Year15973ProgramServiceRevenuePriorYear
Program Service Revenue CY18772ProgramServiceRevenueCY
Investment Income Prior Year55068InvestmentIncomePriorYear
Investment Income Current Year64351InvestmentIncomeCurrentYear
Other Revenue Prior Year15614OtherRevenuePriorYear
Other Revenue Current Year18351OtherRevenueCurrentYear
Total Revenue Prior Year1168936TotalRevenuePriorYear
Total Revenue Current Year1168066TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year397076GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY344746GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year434606SalariesEtcPriorYear
Salaries Etc Current Year426220SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year107846TotalFundrsngExpCurrentYear
Other Expense Prior Year376614OtherExpensePriorYear
Other Expenses Current Year453724OtherExpensesCurrentYear
Total Expenses Prior Year1208296TotalExpensesPriorYear
Total Expenses Current Year1224690TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-39360RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-56624RevenuesLessExpensesCY
Total Assets BOY3878942TotalAssetsBOY
Total Assets EOY4047448TotalAssetsEOY
Total Liabilities BOY942518TotalLiabilitiesBOY
Total Liabilities EOY906386TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY2936424NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY3141062NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionTO BUILD A STRONG AND UNIFIED JEWISH COMMUNITY IN ORDER TO ENSURE THE WELL-BEING AND CONTINUITY OF THE JEWISH PEOPLE IN TARRANT COUNTY, IN ISRAEL, AND THROUGHOUT THE WORLD. THE FEDERATION PURSUES ITS MISSION THROUGH FUNDRAISING, COMMUNITY-WIDE PRGRAMMING, SUPPORTING JEWISH EDUCATION, FOSTERING COMMUNICATION AND COOPERATION AMONG JEWISH ORGANIZATIONS, AND BY BUILDING STRONG RELATIONSHIPS WITH ISRAEL AND THE COMMUNITY AT LARGE.MissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense331220Expense
DescriptionCommunity Service - Provides services for the annual campaign and the following programs or services: management and administration of property and services; community relations; leadership development and endowment.Description

Activity2 Activity2

FieldValueIRS element (for citing)
Expense52335Expense
DescriptionPrograms - Operates the following programs: Yom ha'shoah; Yom ha'atzmout; Yom ha'zikaron; Chanukah; Purim; Scholar-in-Residence and Sylvia Wolens Daytimers.Description

Activity3 Activity3

FieldValueIRS element (for citing)
Expense248100Expense
DescriptionJewish Family Services - Provides counseling; Family assistance; Seniors and resettlement of Soviet Jews in the United States.Description

Activity Other ActivityOther

FieldValueIRS element (for citing)
Expense344746Expense
Grants344746Grants
DescriptionALLOCATIONS TO NATIONAL AND LOCAL AGENCIESDescription
FieldValueIRS element (for citing)
Total Of Other Program Service Exp344746TotalOfOtherProgramServiceExp
Total Of Other Program Service Grnt344746TotalOfOtherProgramServiceGrnt
Total Program Service Expense976401TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredtrueScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiesfalseLobbyingActivities
Donor Advised FundsfalseDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArtfalseCollectionsOfArt
Credit CounselingfalseCreditCounseling
Term Or Permanent EndowmentstrueTermOrPermanentEndowments
Report Land Bldg EquiptrueReportLandBldgEquip
Report Invest Oth SecuritiesfalseReportInvestOthSecurities
Report Prog Rel InvestfalseReportProgRelInvest
Report Other AssetsfalseReportOtherAssets
Report Other LiabilitiestrueReportOtherLiabilities
Report Fin48 FootnotefalseReportFin48Footnote
Independent Audit Financial StmtfalseIndependentAuditFinancialStmt
Consolidated Audit Financial StmttrueConsolidatedAuditFinancialStmt
SchoolfalseSchool
Foreign OfficefalseForeignOffice
Foreign ActivitiesfalseForeignActivities
More Than5000 K To OrganizationsfalseMoreThan5000KToOrganizations
More Than5000 K To IndividualsfalseMoreThan5000KToIndividuals
Professional FundraisingfalseProfessionalFundraising
Fundraising ActivitiestrueFundraisingActivities
GamingfalseGaming
HospitalfalseHospital
Grants To OrganizationstrueGrantsToOrganizations
Grants To IndividualsfalseGrantsToIndividuals
Schedule J RequiredfalseScheduleJRequired
Tax Exempt BondsfalseTaxExemptBonds
Excess Benefit TransactionfalseExcessBenefitTransaction
Prior Excess Benefit TransactionfalsePriorExcessBenefitTransaction
Loan To Officer Or DQPfalseLoanToOfficerOrDQP
Grant To Related PersonfalseGrantToRelatedPerson
Bsnss Rltnshp With OrganizationfalseBsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family MemberfalseBsnssRltnshpThruFamilyMember
Officer Entity With Bsnss RltnshptrueOfficerEntityWithBsnssRltnshp
Deductible Non Cash ContributionsfalseDeductibleNonCashContributions
Deductible Contributions Of ArtfalseDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntityfalseDisregardedEntity
Related EntitytrueRelatedEntity
Related Org Controlled EntityfalseRelatedOrgControlledEntity
Transaction Related EntityfalseTransactionRelatedEntity
Transfers To Exempt Non Chrtbl OrgfalseTransfersToExemptNonChrtblOrg
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Number Forms Transmitted With109612NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees11NumberOfEmployees
Employment Tax Returns FiledtrueEmploymentTaxReturnsFiled
Unrelated Business IncomefalseUnrelatedBusinessIncome
Foreign Financial AccountfalseForeignFinancialAccount
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Non Deductible ContributionstrueNonDeductibleContributions
Non Deductible DisclosuretrueNonDeductibleDisclosure
Quid Pro Quo ContributionsfalseQuidProQuoContributions
Form8282 Property Disposed OffalseForm8282PropertyDisposedOf
Funds To Pay PremiumsfalseFundsToPayPremiums
Premiums PaidfalsePremiumsPaid
Excess Business HoldingsfalseExcessBusinessHoldings
Taxable DistributionsfalseTaxableDistributions
Distribution To DonorfalseDistributionToDonor
Indoor Tanning ServicesfalseIndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members29NbrVotingGoverningBodyMembers
Number Independent Voting Members29NumberIndependentVotingMembers
Family Or Business RelationshiptrueFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocsfalseChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholderstrueMembersOrStockholders
Election Of Board MemberstrueElectionOfBoardMembers
Decisions Subject To ApprovalfalseDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Minutes Of CommitteestrueMinutesOfCommittees
Officer Mailing AddressfalseOfficerMailingAddress
Local ChaptersfalseLocalChapters
Form990 Provided To Governing BodytrueForm990ProvidedToGoverningBody
Conflict Of Interest PolicytrueConflictOfInterestPolicy
Annual Disclosure Covered PersonstrueAnnualDisclosureCoveredPersons
Regular Monitoring EnforcementtrueRegularMonitoringEnforcement
Whistleblower PolicyfalseWhistleblowerPolicy
Document Retention PolicyfalseDocumentRetentionPolicy
Compensation Process CEOtrueCompensationProcessCEO
Compensation Process OthertrueCompensationProcessOther
Investment In Joint VenturefalseInvestmentInJointVenture
Other WebsiteXOtherWebsite
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonLAURIE REESE CONTROLLERNamePerson
Telephone Number8173069364TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line14049 KINGSRIDGE ROADAddressLine1
CityFORT WORTHCity
StateTXState
ZIP Code76109ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (30 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficerHighest Compensated EmployeeHighestCompensatedEmployee
Rabbi Ralph Mecklenburger
Board of Directors1.0X000
David Nudleman
Treasurer1.0X000
Len Schweitzer
VP Community Relations1.0X000
Patty Garsek
Board of Directors1.0X000
Kenneth Baum
Endowment Chair1.0X000
Larry Brunell
Board of Directors1.0X000
Rabbi Charlie Cytron-Walker
Board of Directors1.0X000
Linda Hoffman
Secretary1.0X000
Susan Luskey
JFS Chair1.0X000
Jeff Rothschild
Board of Directors1.0X000
Marilyn Englander
President1.0X000
Rich Morris
Board of Directors1.0X000
Shayne Moses
Board of Directors1.0X000
Dr Barry Schneider
Board of Directors1.0X000
Jeff Hochster
Vice President1.0X000
Dr Sam Kleinman
Board of Directors1.0X000
Melissa Morgan
Board of Directors1.0X000
Ronald Silvernell
Board of Directors1.0X000
Karen Kaplan
Vice President1.0X000
Rabbi Dov Mandel
Board of Directors1.0X000
Alex Neason
Board of Directors1.0X000
Rabbi Gary Perras
Board of Directors1.0X000
Lisa Wax
Board of Directors1.0X000
Ben Weiger
Board of Directors1.0X000
Alan Luskey
Board of Directors1.0X000
Arnold Barkman
Board of Directors1.0X000
Rabbi Andrew Bloom
Board of Directors1.0X000
Alyson Halpern
Board of Directors1.0X000
Jennifer Siegal
Board of Directors1.0X000
Morton House
Executive Director40.010305303003XX
FieldValueIRS element (for citing)
Total Reportable Comp From Org103053TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation3003TotalOtherCompensation
Number Individuals GT100 K1NumberIndividualsGT100K
Formers ListedfalseFormersListed
Total Comp GT150 KfalseTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K
Federated Campaigns36131FederatedCampaigns
Fundraising Events33991FundraisingEvents
All Other Contributions996470AllOtherContributions
Total Contributions1066592TotalContributions

Program Service Revenue ProgramServiceRevenue

FieldValueIRS element (for citing)
DescriptionPROGRAM FEESDescription
Total Revenue Column18772TotalRevenueColumn
Related Or Exempt Function Income18772RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Program Service Revenue18772TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column69354TotalRevenueColumn
Exclusion$69,354ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities788004Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities793007Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities-5003Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column-5003TotalRevenueColumn
Exclusion-$5,003ExclusionAmount
FieldValueIRS element (for citing)
Gross Income Fundraising Events0GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events33991CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses2003FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column-2003TotalRevenueColumn
Exclusion-$2,003ExclusionAmount

Net Income From Gaming NetIncomeFromGaming

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Income Or Loss NetIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Other Revenue Misc OtherRevenueMisc

FieldValueIRS element (for citing)
DescriptionOTHER REVENUEDescription
Total Revenue Column20354TotalRevenueColumn
Exclusion$20,354ExclusionAmount
FieldValueIRS element (for citing)
Total Other Revenue20354TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column1168066TotalRevenueColumn
Related Or Exempt Function Income18772RelatedOrExemptFunctionIncome
Exclusion$82,702ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total344746Total
Program Services344746ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total0Total

Foreign Grants ForeignGrants

FieldValueIRS element (for citing)
Total0Total

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total0Total

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total103053Total
Program Services68015ProgramServices
Management And General16901ManagementAndGeneral
Fundraising18137Fundraising

Comp Disqual Persons CompDisqualPersons

FieldValueIRS element (for citing)
Total0Total

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total290639Total
Program Services194071ProgramServices
Management And General48747ManagementAndGeneral
Fundraising47821Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total0Total

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total0Total

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total32528Total
Program Services21674ProgramServices
Management And General5448ManagementAndGeneral
Fundraising5406Fundraising

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total0Total

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total0Total

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total20700Total
Program Services12420ProgramServices
Management And General3726ManagementAndGeneral
Fundraising4554Fundraising

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total0Total

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total0Total

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total17632Total
Management And General17632ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total0Total

Advertising Advertising

FieldValueIRS element (for citing)
Total3694Total
Program Services2216ProgramServices
Management And General665ManagementAndGeneral
Fundraising813Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total38761Total
Program Services14923ProgramServices
Management And General18573ManagementAndGeneral
Fundraising5265Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total0Total

Royalties Royalties

FieldValueIRS element (for citing)
Total0Total

Occupancy Occupancy

FieldValueIRS element (for citing)
Total26470Total
Program Services17998ProgramServices
Management And General4341ManagementAndGeneral
Fundraising4131Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total14186Total
Program Services10626ProgramServices
Management And General2131ManagementAndGeneral
Fundraising1429Fundraising

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

FieldValueIRS element (for citing)
Total0Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total3107Total
Program Services2233ProgramServices
Management And General484ManagementAndGeneral
Fundraising390Fundraising

Interest Interest

FieldValueIRS element (for citing)
Total23419Total
Program Services15239ProgramServices
Management And General3978ManagementAndGeneral
Fundraising4202Fundraising

Payments To Affiliates PaymentsToAffiliates

FieldValueIRS element (for citing)
Total0Total

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total22206Total
Program Services15110ProgramServices
Management And General3640ManagementAndGeneral
Fundraising3456Fundraising

Insurance Insurance

FieldValueIRS element (for citing)
Total53400Total
Program Services37382ProgramServices
Management And General8266ManagementAndGeneral
Fundraising7752Fundraising

Other Expenses OtherExpenses (5 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
ENDOWMENT DISTRIBUTIONS156596156596
PROGRAM EVENTS2826328263
FOOD AND HOUSING ASSISTANCE69006900
MAINTENANCE & REPAIRS52503485879886
DUES & SUBSCRIPTIONS42843099662523

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total28856Total
Program Services21405ProgramServices
Management And General4370ManagementAndGeneral
Fundraising3081Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total1224690Total
Program Services976401ProgramServices
Management And General140443ManagementAndGeneral
Fundraising107846Fundraising

Total Joint Costs TotalJointCosts

FieldValueIRS element (for citing)
Total312370Total
Program Services176996ProgramServices
Management And General60397ManagementAndGeneral
Fundraising74977Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY206865BOY
EOY214801EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY592856BOY
EOY496571EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY7460BOY
EOY3748EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY12072BOY
EOY8467EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis682678LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec126040LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY506209BOY
EOY556638EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY2537678BOY
EOY2751529EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY15802BOY
EOY15694EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY3878942BOY
EOY4047448EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY18019BOY
EOY19159EOY

Grants Payable GrantsPayable

FieldValueIRS element (for citing)
BOY370718BOY
EOY335983EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

FieldValueIRS element (for citing)
BOY394043BOY
EOY391068EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY159738BOY
EOY160176EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY942518BOY
EOY906386EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY2261030BOY
EOY2455818EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY399745BOY
EOY408835EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY275649BOY
EOY276409EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY2936424BOY
EOY3141062EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY3878942BOY
EOY4047448EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses-56624ReconcilationRevenueExpenses
Reconcilation Other Changes261262ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedtrueFSAudited
Audit CommitteetrueAuditCommittee
Financial Statement ConsolidatedXFinancialStatementConsolidated
Federal Grant Audit RequiredfalseFederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years1150188CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years1243622CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years1241997CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1082281CurrentTaxYearMinus1Year
Current Tax Year1066592CurrentTaxYear
Total5784680Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years1150188CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years1243622CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years1241997CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1082281CurrentTaxYearMinus1Year
Current Tax Year1066592CurrentTaxYear
Total5784680Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total1567516AmountsSubstContributorsTotal
Public Support Total1704217164PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years96569CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years134347CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years112923CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year67629CurrentTaxYearMinus1Year
Current Tax Year69354CurrentTaxYear
Total480822Total

Other Income170 OtherIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years21285CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years19564CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years19178CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year21705CurrentTaxYearMinus1Year
Current Tax Year20354CurrentTaxYear
Total102086Total
FieldValueIRS element (for citing)
Total Support6367588TotalSupport
Gross Receipts From Admissions Etc104731GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage1700.66229PublicSupportPertcentage170
Public Support Pertcent Prior Year0.68447PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Art Public Exhibition AmtsArtPublicExhibitionAmts
Held Works Of Art AmtsHeldWorksOfArtAmts

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance269825BeginningOfYearBalance
Contributions69813Contributions
Investment Earnings Or Losses61285InvestmentEarningsOrLosses
Other Expenditures34906OtherExpenditures
End Of Year Balance366017EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance267497BeginningOfYearBalance
Contributions390Contributions
Investment Earnings Or Losses1938InvestmentEarningsOrLosses
End Of Year Balance269825EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance304362BeginningOfYearBalance
Contributions5424Contributions
Investment Earnings Or Losses-42289InvestmentEarningsOrLosses
End Of Year Balance267497EndOfYearBalance
FieldValueIRS element (for citing)
Permanent Endowment EOY Balance0.75518PermanentEndowmentEOYBalance
Term Endowment EOY Balance0.24482TermEndowmentEOYBalance
Endowments Held By Unrelated OrgsfalseEndowmentsHeldByUnrelatedOrgs
Endowments Held By Related OrgsfalseEndowmentsHeldByRelatedOrgs

Land Land

FieldValueIRS element (for citing)
Other Cost Or Other Basis94645OtherCostOrOtherBasis
Book Value94645BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis453162OtherCostOrOtherBasis
Depreciation66821Depreciation
Book Value386341BookValue
FieldValueIRS element (for citing)
Leasehold ImprovementsLeaseholdImprovements

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis134871OtherCostOrOtherBasis
Depreciation59219Depreciation
Book Value75652BookValue
FieldValueIRS element (for citing)
Other Land BuildingsOtherLandBuildings
Total Of Book Value Land Buildings556638TotalOfBookValueLandBuildings
Federal Income Tax Liability0FederalIncomeTaxLiability

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
DescriptionFUNDS HELD FOR OTHERSDescription
Amount$160,176Amount
FieldValueIRS element (for citing)
Total Of Amounts160176TotalOfAmounts
Total Revenue1168066TotalRevenue
Total Expenses1224690TotalExpenses
Excess Or Deficit For Year-56624ExcessOrDeficitForYear
Net Unrealized GL On Investments261262NetUnrealizedGLOnInvestments
Other$55,527OtherAmount
Total Adjustments316789TotalAdjustments
Excess Or Deficit Per FS260165ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt1479838TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments261262NetUnrealizedGainsInvestments
Other Revenues48507OtherRevenues
Revenue Not Rptd F990309769RevenueNotRptdF990
Revenue Subtotal1170069RevenueSubtotal
Other Revenues Not Included-2003OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt-2003RevenueNotRptdOnFinStmt
Total Revenue Per Form9901168066TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt1219673TotExpensesEtcAuditedFinclStmt
Other Expenses Included-5017OtherExpensesIncluded
Expenses Not Rptd F990-5017ExpensesNotRptdF990
Expenses Subtotal1224690ExpensesSubtotal
Total Expenses Per Form9901224690TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)

IdentifierIdentifierExplanationExplanation
Part XI, Line 8Net Income from Consolidating Entities - $ 55,527.
Part XII, Line 2dRevenue from Consolidating Entities - $79,681. Elimination Entries - < $31,174. > ------------- Total Other Adjustments - - $48,505.
Part XII, Line 4bSpecial Event Expenses - < $ 2,003. >
Part XIII, Line 2dExpenses from Consolidating Entities - $24,154. Elimination Entries - < $31,174. > Special Event Expenses - $ 2,003. ------------ Total Other Adjustments - - < $5,017. >

Schedule G IRS990ScheduleG

Events Information EventsInformation

FieldValueIRS element (for citing)
Name Of Event1SUPER SUNDAYNameOfEvent1
Gross Receipts Event118617GrossReceiptsEvent1
Charitable Contributions Event118617CharitableContributionsEvent1
Other Direct Expenses Event1638OtherDirectExpensesEvent1
Name Of Event2FRIENDSNameOfEvent2
Gross Receipts Event215374GrossReceiptsEvent2
Charitable Contributions Event215374CharitableContributionsEvent2
Other Direct Expenses Event21365OtherDirectExpensesEvent2
Total Number Of Other Events0TotalNumberOfOtherEvents
Gross Receipts Total33991GrossReceiptsTotal
Charitable Contributions Total33991CharitableContributionsTotal
Other Direct Expenses Total Events2003OtherDirectExpensesTotalEvents
Direct Expense Summary Events2003DirectExpenseSummaryEvents
Net Income Summary-2003NetIncomeSummary

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records MaintainedtrueRecordsMaintained

Recipient Table RecipientTable (7 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrant
BETH - EL CONGREGATION
4900 BRUARHAVEN RDFORT WORTHTX761098320CHARITY
UNIVERSITY OF NORTH TEXAS
1155 UNION CIRCLE 305369DENTONTX761096000JEWISH PROGRAM
Lil Goldman Early Learning Center
4050 South Hulen StFort WorthTX7610910000FINACIAL AID
JEWISH FEDERATION OF NORTH AMERICA
25 BROADWAY SUITE 1700NEW YORKNY10004232410CHARITY
THE BIRTHRIGHT ISRAEL FOUNDATION
PO BOX 1784NEW YORKNY101568500CHARITY
CAMP IMPACT - BETH SHALOM
1212 THANNISCH DRARLINGTONTX7601110900CAMP
JEWISH CHILDREN'S REGIONAL SERVICE
PO BOX 7368METAIRIELA700028500CHARITY
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants7TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations0TotalNbrOfOtherOrganizations

Schedule L IRS990ScheduleL

Form990 Schedule L Part IV Form990ScheduleLPartIV

Name Of Interested Person NameOfInterestedPerson

FieldValueIRS element (for citing)
Name PersonFederation Lenders LLCNamePerson
FieldValueIRS element (for citing)
RelationshipLenderRelationship
Amount Of Transaction6780AmountOfTransaction
Description Of TransactionFinancing for ConstructionDescriptionOfTransaction
Sharing Of RevenuesfalseSharingOfRevenues

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (9 entries)

IdentifierIdentifierExplanationExplanation
Form 990, Part III, Line 4d, Other Program ServicesAllocations to National and Local Agencies - Provides funding for various national, and local agencies.
Form 990, Part VI, Section A, Line 2A board of director and JFS Chair, Alan and Susan Luskey are married.
Form 990, Part VI, Section A, Line 6Any member of the Jewish Community who is a resident of and lives in Tarrant County, is at least 18, and who pays a pledge may become a member of the corporation.
Form 990, Part VI, Section A, Line 7aThe members nominate the directors and officers and the nominations are voted on by the membership at the annual meeting.
Form 990, Part VI, Section B, Line 11The Form 990 is provided to the board of directors for their review prior to filing the return.
Form 990, Part VI, Section B, Line 12cThe organization monitors compliance with the policy on an on-going basis.
Form 990, Part VI, Section B, Line 15The Executive committee serves as the Personnel committee and conducts an annual review of the executive directors salary using salary data from other comparable organizations.
Form 990, Part VI, Section C, Line 19The organization provides its governing documents, conflict of interest policy and financial information to the public at its office and upon written request.
Form 990, Part XI, Line 5Net Unrealized Gains on Investments - $ 261,262.

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionPublic Charity StatusPublicCharityStatusBusiness Name Line1DirectControllingEntityName/BusinessNameLine1
Louis H& Madlyn Barnett Supporting Fdtn
4049 KINGSRIDGE ROADFort WorthTX76109752152949SupportingTX501(c)(3)11 iii-fiNA
Al & Rose Sankary Supporting Foundation
4049 KINGSRIDGE ROADFort WorthTX76109752156841SupportingTX501(c)(3)11 iii-fiNA

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