2024-06-11T15:03:02-05:00 2023-07-31 823247531 Still Burton LLP 13465 Midway Road Suite 475 Farmers Branch TX 75244 990 2022-08-01 751992728 Jewish Family Service of Dallas Inc JEWI 9724379950 5402 Arapaho Road Dallas TX 75248 Cathy Barker CEO 9724379950 2024-06-03 1 Cathy Barker 999009999 0 Brett K Burton P00845451 4697011710 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z Jewish Family Service Cathy Barker 5402 Arapaho Road Dallas TX 75248 15181336 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. 28 28 125 950 0 0 10195701 12691503 1188077 994770 16527 128438 1215865 1363148 12616170 15177859 3228396 2094404 0 0 6568784 6449373 0 0 926901 2405307 2458634 12202487 11002411 413683 4175448 12739949 16997778 1263452 1302965 11476497 15694813 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 1555203 463294 Special services for the aged are provided in programs including homemaker, transportation, financial aid, and meals on wheels and friendly visitors. 1999104 1623567 The food bank provides food to needy families and individuals. 4329199 747590 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. 2094404 2094404 7883506 1 1 0 0 0 0 0 0 1 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 1 60 0 125 1 0 0 0 0 0 1 1 0 0 0 0 X 28 28 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X Steven Brown 9724379950 5402 Arapaho Road Dallas TX 75248 Andrew Kaufman Director 1.00 X 0 0 0 Andrew Silver Director 1.00 X 0 0 0 Eric Goldberg Chair 1.00 X X 0 0 0 Ethel Zale Lifetime Director 1.00 X 0 0 0 Jonathan Blum Director 1.00 X 0 0 0 Jonathan Herskovitz Director 1.00 X 0 0 0 Julie Gothard Chair-Elect 1.00 X X 0 0 0 Julie Liberman Past Chair 1.00 X X 0 0 0 Laura Weinstein Secretary 1.00 X X 0 0 0 Linda Garner Lifetime Director 1.00 X 0 0 0 Lindsay Stengle Chang Vice Chair 1.00 X X 0 0 0 Mark Spalding Director 1.00 X 0 0 0 Michael Landgarten Director 1.00 X 0 0 0 Michelle Kravitz MD Director 1.00 X 0 0 0 Monita Moore Director 1.00 X 0 0 0 Nicole Post Director 1.00 X 0 0 0 Rachel Biblo-Block Director 1.00 X 0 0 0 Rebecca Buell Director 1.00 X 0 0 0 Richard Wasserman MD Director 1.00 X 0 0 0 Seth Margolies Treasurer 1.00 X X 0 0 0 Steven Berger Vice Chair 1.00 X X 0 0 0 Weezie Margolis Vice Chair 1.00 X X 0 0 0 Shelley Glazer Director 1.00 X 0 0 0 Jeff Haggard MD Director 1.00 X 0 0 0 David Olesky Director 1.00 X 0 0 0 Michael Saks Director 1.00 X 0 0 0 Bob Weinfeld Director 1.00 X 0 0 0 Simma Weiss MD Director 1.00 X 0 0 0 Cathy Barker CEO 40.00 1.00 X 228591 0 2750 Deizel Perez Sarte COO 40.00 1.00 X 142986 0 7985 Steven Brown CFO 40.00 1.00 X 129512 0 11143 501089 0 21878 3 0 1 0 BLUE CROSS and BLUE SHEILD OF TEXAS PO Box 650615 Dallas TX 75265 Healthcare 354989 United Healthcare Services Inc PO Box 5840 Carol Stream IL 60197 Healthcare 224610 XPO Networks 190 Stacy Road Ste 306-333 Allen TX 75002 Computer Consulting 164130 Smith Protective Service Inc PO Box 802649 Dallas TX 75380 Security Services 118484 The Legacy at Home 6101 Ohio Drive Ste 100 Plano TX 75024 Healthcare 113593 6 1129938 11561565 920793 12691503 Program Service Fees 900099 477386 477386 School Fees 900099 270204 270204 Resale Shop 900099 247180 247180 994770 131915 131915 3477 -3477 -3477 -3477 Change in Beneficial Interest - J 900099 1290085 1290085 Miscellaneous Income 900099 73063 73063 1363148 15177859 994770 0 1491586 2094404 2094404 501089 25054 360785 115250 4851056 3922693 515498 412865 80483 65081 8552 6850 601151 364745 184511 51895 415594 307805 66866 40923 855264 417583 374906 62775 30992 30992 299359 210718 82779 5862 41213 41213 341796 189979 151817 131812 131812 Supplies and Hospitalit 262244 116914 68502 76828 Miscellaneous Expense 182143 44736 103497 33910 Postage, Promotional, P 84910 4594 8805 71511 Subscriptions and Publi 67685 14687 24749 28249 161216 73521 67712 19983 11002411 7883506 2192004 926901 339884 46624 2854317 1282524 1201256 4044715 263057 86783 60753 53751 49103 5122848 2057052 3253914 3065796 4708843 8321588 100645 4174 0 12739949 16997778 513182 560234 76800 673470 639227 0 103504 1263452 1302965 X 3606703 2740999 7869794 12953814 11476497 15694813 12739949 16997778 4175448 42868 0 X 0 1 X 1 1 1 X 6410236 6942171 13164950 10195701 12691503 49404561 6410236 6942171 13164950 10195701 12691503 49404561 49404561 467456 179616 980107 1159630 1230954 4017763 7646 7646 98948 103166 -6284 81010 73063 349903 53779873 0.91860 0.92270 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 7869794 10617125 84256 5617361 12953814 6121681 8995313 5262 7252462 7869794 5043942 3876931 388551 3187743 6121681 5345450 4277965 70677 4650150 5043942 5052095 3700489 -13461 3393673 5345450 0 1 1 1462253 1462253 1497573 813075 684498 1098225 436852 661373 946078 768986 177092 118719 38139 80580 3065796 Beneficial Interest in JFS Foundation 5175706 F Funds Held by the DJCF 883304 F Morgan Stanley 2262578 F 8321588 Right of Use Liability 103504 103504 X 15220728 42869 42869 15177859 0 15177859 11002411 0 11002411 0 11002411 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, 2014. 1 Food Assistance 90560 Furniture, Household Goods, Clothing, Transportation and Other Assistance 895 Home Delivered Meals 57414 Home Health Service 529528 Medication and Prescription Assistance 28795 Rent and Utilities Assistance 225419 Assistance Using Donated Goods 908685 FMV Donated Goods 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 Cathy Barker CEO 228591 0 0 0 0 0 0 0 2750 0 231341 0 0 0 Deizel Perez Sarte COO 142986 0 0 0 0 0 0 0 7985 0 150971 0 0 0 X 920793 FMV 0 0 1 Part I, Line 32b: Organization uses Morgan Stanley to sell stocks, turn into cash and wire the funds to Jewish Family Service. Form 990, Part VI, Section A, line 7a The organization has a donor family that is allowed to elect or appoint one or more members to the governing body. Form 990, Part VI, Section B, line 11b A draft of the 990 is reviewed and approved by the Finance Committee of the Board and provided to all board members for review before filing. Form 990, Part VI, Section B, line 12c All contracts and purchases 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 reviews financial resources available for compensation and compensation packages of comparable positions with similar organizations 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 donors and stakeholders and is available on the JFS website. JFS Thrift Store 5402 Arapaho Road Dallas TX 75252 Thrift Store TX 247180 0 JFS 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 1 1 Jewish Family Service of Greater Dallas Foundation O