THE JEWISH FEDERATION OF FORT WORTH AND TARRANT COUNTY: Form 990, tax year 2009

View the entire original 990 at ProPublica ↗

Organization
THE JEWISH FEDERATION OF FORT WORTH AND TARRANT COUNTY (EIN 75-0808797)
Tax period
2009-09-01 to 2010-08-31
Filed
2011-06-23
IRS object ID
201131749349300423
Schema version
2009v1.7
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)
Timestamp2011-06-23T16:08:24-04:00Timestamp
Tax Period End Date2010-08-31TaxPeriodEndDate

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 Date2009-09-01TaxPeriodBeginDate

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 Signed2011-06-20DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
Phone8177382400Phone
Date Prepared2011-06-20DatePrepared
FieldValueIRS element (for citing)
Tax Year2009TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonDr Barry SchneiderNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line14049 KINGSRIDGE ROADAddressLine1
CityFORT WORTHCity
StateTXState
ZIP Code76109ZIPCode
FieldValueIRS element (for citing)
Gross Receipts1978961GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
Organization501cXOrganization501c
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 Body28NbrVotingMembersGoverningBody
Nbr Independent Voting Members28NbrIndependentVotingMembers
Total Nbr Employees11TotalNbrEmployees
Total Nbr Volunteers10TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Contributions Grants Prior Year1241997ContributionsGrantsPriorYear
Contributions Grants Current Year1082281ContributionsGrantsCurrentYear
Program Service Revenue Prior Year21223ProgramServiceRevenuePriorYear
Program Service Revenue CY15973ProgramServiceRevenueCY
Investment Income Prior Year-45721InvestmentIncomePriorYear
Investment Income Current Year55068InvestmentIncomeCurrentYear
Other Revenue Prior Year14111OtherRevenuePriorYear
Other Revenue Current Year15614OtherRevenueCurrentYear
Total Revenue Prior Year1231610TotalRevenuePriorYear
Total Revenue Current Year1168936TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year368622GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY397076GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year419430SalariesEtcPriorYear
Salaries Etc Current Year434606SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year106725TotalFundrsngExpCurrentYear
Other Expense Prior Year419273OtherExpensePriorYear
Other Expenses Current Year376614OtherExpensesCurrentYear
Total Expenses Prior Year1207325TotalExpensesPriorYear
Total Expenses Current Year1208296TotalExpensesCurrentYear
Revenues Less Expenses Prior Year24285RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-39360RevenuesLessExpensesCY
Total Assets BOY3902794TotalAssetsBOY
Total Assets EOY3878942TotalAssetsEOY
Total Liabilities BOY951010TotalLiabilitiesBOY
Total Liabilities EOY942518TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY2951784NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY2936424NetAssetsOrFundBalancesEOY
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
Expense285270Expense
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)
Expense35748Expense
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)
Expense254233Expense
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)
Expense397076Expense
Grants397076Grants
DescriptionALLOCATIONS TO NATIONAL AND LOCAL AGENCIESDescription
FieldValueIRS element (for citing)
Total Of Other Program Service Exp397076TotalOfOtherProgramServiceExp
Total Of Other Program Service Grnt397076TotalOfOtherProgramServiceGrnt
Total Program Service Expense972327TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredtrueScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiesfalseLobbyingActivities
Donor Advised FundsfalseDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArtfalseCollectionsOfArt
Credit CounselingfalseCreditCounseling
Term Or Permanent EndowmentstrueTermOrPermanentEndowments
Balance Sheet Amounts ReportedtrueBalanceSheetAmountsReported
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
Transfers To Exempt Non Chrtbl OrgfalseTransfersToExemptNonChrtblOrg
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Number Forms Transmitted With109610NumberFormsTransmittedWith1096
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
Nbr Voting Governing Body Members28NbrVotingGoverningBodyMembers
Number Independent Voting Members28NumberIndependentVotingMembers
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 (29 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficerHighest Compensated EmployeeHighestCompensatedEmployee
Karen Anisman
Board of Directors1.0X000
Rabbi Ralph Mecklenburger
Board of Directors1.0X000
David Nudleman
VP Administration1.0X000
Len Schweitzer
VP Community Relations/ Sec.1.0X000
Patty Garsek
VP Administration1.0X000
Kenneth Baum
Endowment Chair1.0X000
Larry Brunell
Board of Directors1.0X000
Rabbi Charlie Cytron-Walker
Board of Directors1.0X000
Linda Hoffman
Secretary1.0X000
Alan Luskey
Board of Directors1.0X000
Jeff Rothschild
Board of Directors1.0X000
Marilyn Englander
VP CAMPAIGN & ALLOCATIONS1.0X000
Rick Klotz
Board of Directors1.0X000
Roz Micklin
Board of Directors1.0X000
Rich Morris
Board of Directors1.0X000
Shayne Moses
Board of Directors1.0X000
Dr Barry Schneider
President1.0X000
Jeff Hochster
Treasurer1.0X000
Dr Sam Kleinman
Board of Directors1.0X000
Susan Luskey
JFS Chair1.0X000
Melissa Morgan
Board of Directors1.0X000
Ronald Silvernell
Board of Directors1.0X000
Karen Kaplan
Board of Directors1.0X000
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
Morton House
Executive Director40.010120004037XX
FieldValueIRS element (for citing)
Total Reportable Comp From Org101200TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation4037TotalOtherCompensation
Number Individuals GT100 K1NumberIndividualsGT100K
Formers ListedfalseFormersListed
Total Comp GT150 KfalseTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K
Federated Campaigns39586FederatedCampaigns
Fundraising Events329946FundraisingEvents
All Other Contributions712749AllOtherContributions
Total Contributions1082281TotalContributions

Program Service Revenue ProgramServiceRevenue

FieldValueIRS element (for citing)
DescriptionPROGRAM FEESDescription
Total Revenue Column15973TotalRevenueColumn
Related Or Exempt Function Income15973RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Program Service Revenue15973TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column67629TotalRevenueColumn
Exclusion$67,629ExclusionAmount

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)
Securities790833Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities803394Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities-12561Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column-12561TotalRevenueColumn
Exclusion-$12,561ExclusionAmount
FieldValueIRS element (for citing)
Gross Income Fundraising Events540GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events329946CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses6631FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column-6091TotalRevenueColumn
Exclusion-$6,091ExclusionAmount

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 Column21705TotalRevenueColumn
Exclusion$21,705ExclusionAmount
FieldValueIRS element (for citing)
Total Other Revenue21705TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column1168936TotalRevenueColumn
Related Or Exempt Function Income15973RelatedOrExemptFunctionIncome
Exclusion$70,682ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total397076Total
Program Services397076ProgramServices

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)
Total101200Total
Program Services66792ProgramServices
Management And General16597ManagementAndGeneral
Fundraising17811Fundraising

Comp Disqual Persons CompDisqualPersons

FieldValueIRS element (for citing)
Total0Total

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total301389Total
Program Services201028ProgramServices
Management And General50713ManagementAndGeneral
Fundraising49648Fundraising

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)
Total32017Total
Program Services21281ProgramServices
Management And General5396ManagementAndGeneral
Fundraising5340Fundraising

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)
Total21215Total
Management And General21215ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total0Total

Advertising Advertising

FieldValueIRS element (for citing)
Total4223Total
Program Services2534ProgramServices
Management And General760ManagementAndGeneral
Fundraising929Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total19669Total
Program Services13180ProgramServices
Management And General3236ManagementAndGeneral
Fundraising3253Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total0Total

Royalties Royalties

FieldValueIRS element (for citing)
Total0Total

Occupancy Occupancy

FieldValueIRS element (for citing)
Total27077Total
Program Services18329ProgramServices
Management And General4458ManagementAndGeneral
Fundraising4290Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total14327Total
Program Services10728ProgramServices
Management And General2153ManagementAndGeneral
Fundraising1446Fundraising

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

FieldValueIRS element (for citing)
Total0Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total2367Total
Program Services1696ProgramServices
Management And General370ManagementAndGeneral
Fundraising301Fundraising

Interest Interest

FieldValueIRS element (for citing)
Total23817Total
Program Services15498ProgramServices
Management And General4046ManagementAndGeneral
Fundraising4273Fundraising

Payments To Affiliates PaymentsToAffiliates

FieldValueIRS element (for citing)
Total0Total

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total20637Total
Program Services13898ProgramServices
Management And General3411ManagementAndGeneral
Fundraising3328Fundraising

Insurance Insurance

FieldValueIRS element (for citing)
Total50327Total
Program Services35121ProgramServices
Management And General7748ManagementAndGeneral
Fundraising7458Fundraising

Other Expenses OtherExpenses (5 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
ENDOWMENT DISTRIBUTIONS108273108273
PROGRAM EVENTS1275712757
MAINTENANCE & REPAIRS6058398810201050
DUES & SUBSCRIPTIONS40862971630485
FOOD AND HOUSING ASSISTANCE1608116081

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total25000Total
Program Services18676ProgramServices
Management And General3765ManagementAndGeneral
Fundraising2559Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total1208296Total
Program Services972327ProgramServices
Management And General129244ManagementAndGeneral
Fundraising106725Fundraising

Total Joint Costs TotalJointCosts

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

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY400471BOY
EOY206865EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY509285BOY
EOY592856EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY1833BOY
EOY7460EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY11950BOY
EOY12072EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis655321LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec149112LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY526846BOY
EOY506209EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY2432949BOY
EOY2537678EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY19460BOY
EOY15802EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY3902794BOY
EOY3878942EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY14020BOY
EOY18019EOY

Grants Payable GrantsPayable

FieldValueIRS element (for citing)
BOY0BOY
EOY370718EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

FieldValueIRS element (for citing)
BOY400427BOY
EOY394043EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY536563BOY
EOY159738EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY951010BOY
EOY942518EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY2286270BOY
EOY2261030EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY390255BOY
EOY399745EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY275259BOY
EOY275649EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY2951784BOY
EOY2936424EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY3902794BOY
EOY3878942EOY
FieldValueIRS element (for citing)
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 Years1102267CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years1150188CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years1243622CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1241997CurrentTaxYearMinus1Year
Current Tax Year1082281CurrentTaxYear
Total5820355Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years1102267CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years1150188CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years1243622CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1241997CurrentTaxYearMinus1Year
Current Tax Year1082281CurrentTaxYear
Total5820355Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total1430581AmountsSubstContributorsTotal
Public Support Total1704389774PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years87059CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years96569CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years134347CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year112923CurrentTaxYearMinus1Year
Current Tax Year67629CurrentTaxYear
Total498527Total

Other Income170 OtherIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years12762CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years21285CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years19564CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year19178CurrentTaxYearMinus1Year
Current Tax Year21705CurrentTaxYear
Total94494Total
FieldValueIRS element (for citing)
Total Support6413376TotalSupport
Gross Receipts From Admissions Etc108188GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage1700.68447PublicSupportPertcentage170
Public Support Pertcent Prior Year0.69524PublicSupportPertcentPriorYear
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 Balance267497BeginningOfYearBalance
Contributions390Contributions
Investment Earnings Or Losses1938InvestmentEarningsOrLosses
End Of Year Balance269825EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

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 Balance1.00000PermanentEndowmentEOYBalance
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
Depreciation55271Depreciation
Book Value397891BookValue
FieldValueIRS element (for citing)
Leasehold ImprovementsLeaseholdImprovements

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis107514OtherCostOrOtherBasis
Depreciation93841Depreciation
Book Value13673BookValue
FieldValueIRS element (for citing)
Other Land BuildingsOtherLandBuildings
Total Of Book Value Land Buildings506209TotalOfBookValueLandBuildings
Federal Income Tax Liability0FederalIncomeTaxLiability

Other Liabilities OtherLiabilities (2 entries)

DescriptionDescriptionAmountAmount
FUNDS HELD FOR OTHERS$155,866
ACCRUED INTEREST PAYABLE$3,872
FieldValueIRS element (for citing)
Total Of Amounts159738TotalOfAmounts
Total Revenue1168936TotalRevenue
Total Expenses1208296TotalExpenses
Excess Or Deficit For Year-39360ExcessOrDeficitForYear
Net Unrealized GL On Investments24000NetUnrealizedGLOnInvestments
Other-$1,146OtherAmount
Total Adjustments22854TotalAdjustments
Excess Or Deficit Per FS-16506ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt1188833TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments24000NetUnrealizedGainsInvestments
Other Revenues-10734OtherRevenues
Revenue Not Rptd F99013266RevenueNotRptdF990
Revenue Subtotal1175567RevenueSubtotal
Other Revenues Not Included-6631OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt-6631RevenueNotRptdOnFinStmt
Total Revenue Per Form9901168936TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt1205339TotExpensesEtcAuditedFinclStmt
Other Expenses Included-2957OtherExpensesIncluded
Expenses Not Rptd F990-2957ExpensesNotRptdF990
Expenses Subtotal1208296ExpensesSubtotal
Total Expenses Per Form9901208296TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)

IdentifierIdentifierExplanationExplanation
Part XI, Line 8Net Loss from Consolidating Entities - < $ 1,146. >
Part XII, Line 2dRevenue from Consolidating Entities - $30,350. Elimination Entries - < $41,084. >
Part XII, Line 4bSpecial Event Expenses - < $ 6,631. >
Part XIII, Line 2dExpenses from Consolidating Entities - $31,496. Elimination Entries - < $41,084. > Special Event Expenses - $ 6,631.

Schedule G IRS990ScheduleG

Events Information EventsInformation

FieldValueIRS element (for citing)
Name Of Event1Major GiftsNameOfEvent1
Gross Receipts Event1293340GrossReceiptsEvent1
Charitable Contributions Event1292800CharitableContributionsEvent1
Gross Revenue Event1540GrossRevenueEvent1
Other Direct Expenses Event13075OtherDirectExpensesEvent1
Name Of Event2Super SundayNameOfEvent2
Gross Receipts Event218737GrossReceiptsEvent2
Charitable Contributions Event218737CharitableContributionsEvent2
Other Direct Expenses Event2992OtherDirectExpensesEvent2
Total Number Of Other Events1TotalNumberOfOtherEvents
Gross Receipts Other Events18409GrossReceiptsOtherEvents
Charitable Contrib Other Events18409CharitableContribOtherEvents
Other Direct Expenses Other Events2564OtherDirectExpensesOtherEvents
Gross Receipts Total330486GrossReceiptsTotal
Charitable Contributions Total329946CharitableContributionsTotal
Gross Revenue Total Events540GrossRevenueTotalEvents
Other Direct Expenses Total Events6631OtherDirectExpensesTotalEvents
Direct Expense Summary Events6631DirectExpenseSummaryEvents
Net Income Summary-6091NetIncomeSummary

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records MaintainedtrueRecordsMaintained

Recipient Table RecipientTable (9 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrant
Beth - El Congregation
4900 Briarhaven RdFort WorthTX7610913920charity
Congregation Beth Shalom
1212 Thannisch DrArlingtonTX7601110100camp
Jewish Federations of North America
25 Broadway Suite 1700New YorkNY100046500charity
Jewish Federation of Greater Dallas
7800 Northaven RdDallasTX7523012000support
Jewish Children's Regional Service
PO Box 7368MetairieLA700109500charity
Jewish Education Agency
4050 S Hulen StFort WorthTX7610911000Financial Aid
Jewish Federations of North America
25 Broadway Suite 1700New YorkNY10004255237charity
University of North Texas
1155 Union Circle 305369DentonTX762037000Jewish Program
Jewish Family Services
4049 Kingsridge RdFort WorthTX7610955653Financial Assistance
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants36TotalNbrOf501C3AndGovtGrants
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 Transaction6384AmountOfTransaction
Description Of TransactionFinancing for ConstructionDescriptionOfTransaction
Sharing Of RevenuesfalseSharingOfRevenues

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (8 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 A, 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.

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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