2025-07-11T17:58:19-05:00 2024-08-31 410746749 CLIFTONLARSONALLEN LLP 1145 BROADWAY SUITE 1300 TACOMA WA 98402 990 2023-09-01 750808797 JEWISH FEDERATION OF FORT WORTH & TARRANT COUNTY JEWI 8175690892 4049 KINGSRIDGE ROAD FORT WORTH TX 76109 BARRY ABELS EXECUTIVE DIRECTOR 8175690892 2025-07-07 1 1 ROSALINDA MARIKAR CPA P01684134 2532721555 2025-07-02 2023 2025-03-06 01:10:19Z BARRY ABELS 4049 KINGSRIDGE ROAD FORT WORTH TX 76109 5563010 0 X WWW.TARRANTFEDERATION.ORG X 1956 TX TO PROMOTE ENGAGED, AND SECURE JEWISH COMMUNITIES LOCALLY, IN ISRAEL, AND AROUNDTHE WORLD. 31 31 14 76 0 0 1140203 1324021 31991 31395 1301627 576391 -9021 -3505 2464800 1928302 289029 281853 0 0 884148 892127 0 0 171074 725514 755676 1898691 1929656 566109 -1354 17820658 19483784 1024097 1013305 16796561 18470479 X TO BUILD A STRONG AND UNIFIED JEWISH COMMUNITY IN ORDER TO ENSURE 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 PROGRAMMING, SUPPORTING JEWISH EDUCATION, FOSTERING COMMUNICATION AND COOPERATING AMONG JEWISH ORGANIZATIONS, AND BY BUILDING STRONG RELATIONSHIPS WITH ISRAEL AND THE COMMUNITY AT LARGE. 0 0 843900 31395 JEWISH FAMILY SERVICES PROVIDES COUNSELING AND THERAPY, CASEWORK AND SOCIAL SERVICES AND SENIOR SERVICES, INCLUDING A LUNCH PROGRAM. WE HAVE HELPED NUMEROUS SENIORS AVOID SCAMS AND IN SOME CASES RECOVERED FUNDS THAT WERE LOST AS A RESULT OF SCAM ACTIONS. THESE SERVICES ARE AVAILABLE TO THE ENTIRE COMMUNITY. WE HAVE ALSO BEEN ABLE TO INCREASE FINANCIAL SUBSIDIES TO ASSIST FAMILIES WITH BURIAL EXPENSES WHEN NECESSARY. 281853 281853 FUNDING FOR VARIOUS INTERNATIONAL, NATIONAL, AND LOCAL AGENCIES. 129975 COMMUNITY 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. 1255728 1 1 0 0 0 1 0 0 0 1 1 1 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 1 22 0 14 1 0 0 0 0 0 0 0 0 0 0 0 0 X 31 31 0 0 0 0 1 1 1 1 1 0 0 0 1 1 0 0 1 0 0 0 X BARRY ABELS 8175690892 4049 KINGSRIDGE ROAD FORT WORTH TX 76109 MIKE HERMAN PRESIDENT 5.00 0.00 X X 0 0 0 JENNFIER LEVI SECRETARY 1.00 0.00 X X 0 0 0 DAVID NUDLEMAN TREASURER 1.00 0.00 X X 0 0 0 CYNTHIA ALKON VP ADMINISTRATION 1.00 0.00 X X 0 0 0 ROBERT CHICOTSKY VP CAMPAIGN 1.00 0.00 X X 0 0 0 BARBARA COHEN VP COMMUNITY RELATIONS 1.00 0.00 X X 0 0 0 MICHAEL BERKOWITZ VP RISK MANAGEMENT 1.00 0.00 X X 0 0 0 JEFF HOCHSTER FOUNDATION CHAIR 1.00 0.00 X X 0 0 0 DR BARRY SCHNEIDER JFS CHAIR 1.00 0.00 X X 0 0 0 TODD BLUMENFELD IMMEDIATE PAST PRESIDENT 5.00 0.00 X X 0 0 0 JEFF ROTHSCHILD DIRECTOR 1.00 0.00 X 0 0 0 KAL SILVERBERG DIRECTOR 1.00 0.00 X 0 0 0 DR IRA HOLLANDER DIRECTOR 1.00 0.00 X 0 0 0 ALY HALPERN DIRECTOR 1.00 0.00 X 0 0 0 DAVID EBERSTEIN DIRECTOR 1.00 0.00 X 0 0 0 CANTOR SHERI ALLEN DIRECTOR 1.00 0.00 X 0 0 0 DAVID BEKERMAN DIRECTOR 1.00 0.00 X 0 0 0 RABBI ANDREW BLOOM DIRECTOR 1.00 0.00 X 0 0 0 JANE COHEN DIRECTOR 1.00 0.00 X 0 0 0 CANTOR ELISA COHN DIRECTOR 1.00 0.00 X 0 0 0 LANI GORDON DIRECTOR 1.00 0.00 X 0 0 0 RABBI LEVI GUREVITCH DIRECTOR 1.00 0.00 X 0 0 0 ELLEN HARRIS DIRECTOR 1.00 0.00 X 0 0 0 TATYANA KISIN DIRECTOR 1.00 0.00 X 0 0 0 RABBI DOV MANDEL DIRECTOR 1.00 0.00 X 0 0 0 ROGER MANDEL DIRECTOR 1.00 0.00 X 0 0 0 DR ANDREW MILLER DIRECTOR 1.00 0.00 X 0 0 0 GRETCHEN MILLER DIRECTOR 1.00 0.00 X 0 0 0 DR DAVID NARRETT DIRECTOR 1.00 0.00 X 0 0 0 SARAH RUBINSON DIRECTOR 1.00 0.00 X 0 0 0 RABBI BRIAN ZIMMERMAN DIRECTOR 1.00 0.00 X 0 0 0 BARRY ABELS EXECUTIVE DIRECTOR 40.00 0.00 X 125710 0 2277 CAROLE ROGERS JFS DIRECTOR 40.00 0.00 X 152742 0 5148 278452 0 7425 2 0 1 0 CLIFTONLARSONALLEN LLC 801 CHERRY ST SUITE 1400 FORT WORTH TX 76102 ACCOUNTING SERVICES 152929 1 28510 15000 1280511 1324021 COUNSELING FEES 812900 31395 31395 31395 468779 468779 8327 0 8327 8327 8327 3726504 3618892 107612 107612 107612 0 28510 15816 -15816 -15816 MISCELLANEOUS 900003 3984 3984 3984 1928302 31395 0 572886 281853 281853 132805 26561 59762 46482 631599 493172 113601 24826 62489 43443 13728 5318 65234 44429 14760 6045 152929 152929 92658 92658 76000 51476 19619 4905 16466 53 16413 37001 26247 3710 7044 8370 5937 840 1593 48970 35597 7355 6018 8129 7401 400 328 16038 8726 2534 4778 15589 5456 5573 4560 30301 10663 10801 8837 29850 9317 11293 9240 PROGRAM EXPENDITURES 176334 176334 OTHER 35907 17622 18285 DUES & SUBSCRIPTIONS 17577 8701 4551 4325 REPAIRS AND MAINTENANCE 7355 2740 2538 2077 -13798 -13798 1929656 1255728 502854 171074 123067 41307 1146228 705850 330678 355997 4565 7478 14685 22321 768292 322435 461603 445857 15632402 15331781 2469841 107430 103352 17820658 19483784 121970 114033 289877 296952 265256 250529 346994 351791 1024097 1013305 X 2762895 3120098 14033666 15350381 16796561 18470479 17820658 19483784 -1354 1672772 2500 0 X 0 1 X 1 0 X 1057727 1394705 1625891 1140203 1324021 6542547 1057727 1394705 1625891 1140203 1324021 6542547 1632950 4909597 468540 289970 455844 590439 468779 2273572 451067 304 4058 3983 459412 9275531 146910 0.52930 0.55870 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 1,067. 2021 AMOUNT: $ 304. 2022 AMOUNT: $ 4,058. 2023 AMOUNT: $ 3,983. SETTLEMENT INCOME - 2020 AMOUNT: $ 450,000. RENTAL INCOME - RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5 0 23750 389387 1 1 16739568 328865 2199568 714482 18553519 16579689 15000 920156 775277 16739568 19269429 233986 -2437169 486557 16579689 16808467 154352 2871924 565314 19269429 16454962 40533 1045749 648245 84532 16808467 0.17260 0.02850 0.79890 0 0 94645 94645 484605 226694 257911 189042 95741 93301 445857 GOVERNMENT SECURITIES 925673 F CORPORATE BONDS 373736 F HEDGE FUNDS - BLUE OWL 596355 F POMONA INVESTMENT FUND I 574077 F 2469841 FUNDS HELD FOR OTHERS 258681 OPERATING LEASE 93110 351791 X PART V, LINE 4: THE ORGANIZATION'S ENDOWMENTS ARE RESTRICTED FOR THE FOLLOWING USES: DONOR ADVISED FUNDS; EDUCATION PROGRAMS; ISRAEL/OVERSEAS PROGRAMS; JEWISH FAMILY SERVICES PROGRAM; LEADERSHIP PROGRAMS; AND FUTURE OPERATIONS. PART X, LINE 2: THE ORGANIZATION IS A QUALIFIED NON-PROFIT ORGANIZATION AND IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("IRC") AND HAS NOT BEEN CLASSIFIED AS A PRIVATE FOUNDATION AS DEFINED IN THE IRC. INCOME GENERATED FROM ACTIVITIES UNRELATED TO THE ORGANIZATION'S EXEMPT PURPOSES IS SUBJECT TO TAX UNDER IRC SECTION 511. THE ORGANIZATION HAD NO UNRELATED BUSINESS INCOME FOR THE YEARS ENDED AUGUST 31, 2024 AND 2023. ACCORDINGLY, NO PROVISION HAS BEEN MADE FOR FEDERAL INCOME TAX IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION APPLIED THE PROVISIONS OF THE FINANCIAL ACCOUNTING STANDARDS BOARD ("FASB") ACCOUNTING STANDARDS CODIFICATION ("ASC") TOPIC 740 ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES TO THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. UNDER ASC TOPIC 740 ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, AN ORGANIZATION MUST RECOGNIZE THE TAX BENEFIT ASSOCIATED WITH TAX POSITIONS TAKEN FOR TAX RETURN PURPOSES WHEN IT IS MORE-LIKELY-THAN-NOT THAT THE POSITION WILL BE SUSTAINED. THE ASC TOPIC ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES HAS NO IMPACT ON THE ORGANIZATION'S CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION DOES NOT BELIEVE THERE ARE ANY UNRECOGNIZED TAX BENEFITS THAT SHOULD BE RECORDED. FOR THE YEARS AUGUST 31, 2024 AND 2023, THERE WERE NO INTEREST OR PENALTIES RECORDED OR INCLUDED IN THE STATEMENTS OF ACTIVITIES RELATED TO TAXES. THE ORGANIZATION IS STILL OPEN TO EXAMINATION BY TAXING AUTHORITIES FROM 2020 FORWARD. ANNUAL CAMPAIGN KICK-OFF 28510 28510 1660 2354 9000 2802 28510 28510 1660 2354 9000 2802 15816 -15816 1 THE JEWISH EDUCATION AGENCY 4050 S HULEN ST FORT WORTH TX 76109 752833705 501(C)(3) 21500 0 N/A N/A LIL GOLDMAN PRE-SCHOOL AND CAMP SHALOM FINANCIAL AID BETH-EL CONGREGATION 4900 BRIARHAVEN ROAD FORT WORTH TX 76109 750989423 501(C)(3) 13750 0 N/A N/A CHANNUKA IN HI, MATCHING CAMP SCHOLARSHIPS, TEACHER TRAINING CAMP IMPACT 1309 BRITTANY LANE ARLINGTON TX 76013 474372273 501(C)(3) 9500 0 N/A N/A CAMP OPERATIONS JEWISH FEDERATION OF NORTH AMERICA 25 BROADWAY ST NEW YORK NY 10004 131624240 501(C)(3) 167750 0 N/A N/A ANNUAL ALLOCATION BALANCE AND FAIRSHARE DUE CONGREGATION AHAVATH SHOLOM 4050 S HULEN ST FORT WORTH TX 761094629 750843182 501(C)(3) 10000 0 N/A N/A SCHOLARSHIP, TEACHER TRAINING, PROGRAM ACTIVITIES CONGREGATION BETH ISRAEL 1972 NW FLANDERS ST PORTLAND OR 972092054 930386818 501(C)(3) 8000 0 N/A N/A SCHOLARSHIP, FILM, TEACHER TRAINING, COMMUNITY ENGAGEMENT MAKOM SHELANU CONGREGATION 2504 COCKRELL AVE FORT WORTH TX 161091116 920571815 501(C)(3) 8000 0 N/A N/A ALLOCATED TO PAYROLL AND FILM 7 PART I, LINE 2: THE BOARD REVIEWS MONTHLY DETAILED REPORTS COVERING THE JEWISH FAMILY SERVICES PROGRAM AND THE ASSISTANCE PROVIDED. GRANTS PROVIDED TO OTHER ORGANIZATIONS ARE ONLY MADE TO 501(C)(3) AND GOVERNMENTAL INSTITUTIONS. THE BOARD DOES NOT FEEL FURTHER MONITORING IS NECESSARY. X 0 0 0 0 0 0 0 0 0 CAROLE ROGERS JFS DIRECTOR 152742 0 0 0 0 0 0 0 5148 0 157890 0 0 0 FEDERATION LENDERSLLC LENDER 30315 FEDERATIONAL LENDERS IS AN LLC THAT WAS FORMED IN ORDER TO PROVIDE FINANCING FOR THE PURCHASE OF LAND AND CONSTRUCTION OF THE FEDERATION'S HEADQUARTERS IN FORT WORTH. BARRY ABELS IS THE MANAGER OF FEDERATION LENDERS. 0 SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS (CONT): NEITHER IS A MEMBER OF THE LLC. THE LOAN WAS MADE IN 2005 FOR $410,000 AND THE BALANCE DUE TO FEDERATION LENDERS WAS $250,529 AT 8/31/24. DURING FISCAL YEAR 2023-2024, THE PRINCIPAL PAY-DOWN ON THE NOTE WAS $14,727 AND THE INTEREST EXPENSE PAID WAS $15,588. FORM 990, PART VI, SECTION A, LINE 1A THE COMMITTEE IS MADE UP OF THE OFFICERS OF THE BOARD, ALL A PART OF THE GOVERNING BODY. THE EXECUTIVE COMMITTEE SHALL MEET AT THE BEHEST OF THE PRESIDENT AND SHALL MAKE SUCH RECOMMENDATIONS TO THE BOARD OF DIRECTORS AS THEY MAY FROM TIME TO TIME DETERMINE. FORM 990, PART VI, SECTION A, LINE 6 ANY MEMBER OF THE JEWISH COMMUNITY WHO IS A RESIDENT OF AND LIVES IN TARRANT COUNTY, OR A NEARBY COUNTY, IS AT LEAST 18, AND WHO PAYS A PLEDGE MAY BECOME A MEMBER OF THE CORPORATION. IN ADDITION, ANY PERSON WHO HAS ESTABLISHED A FUNDED, IRREVOCABLE ENDOWMENT FOR THE BENEFIT OF THE CORPORATION WITH (I) THE FOUNDATION OF THE JEWISH FEDERATION OF FORT WORTH AND TARRANT COUNTY, MAY BE A MEMBER. FORM 990, PART VI, SECTION A, LINE 7A THE NOMINATING COMMITTEE NOMINATES DIRECTORS FOR THE MEMBERSHIP TO VOTE ON AT THE ANNUAL MEETING. MEMBERS ALSO ELECT THE OFFICERS AT THE ANNUAL MEETING FROM THE BOARD OF DIRECTORS. THE BOARD PRESIDENT MAY APPOINT THREE DIRECTORS FROM THE MEMBERSHIP. FORM 990, PART VI, SECTION A, LINE 7B THE BYLAWS MAY BE ALTERED, AMENDED OR REPEALED OR NEW BYLAWS MAY BE ADOPTED ONLY BY THE MEMBERS OF THE CORPORATION, AT ANY MEETING OF THE MEMBERS AT WHICH A QUORUM IS PRESENT, BY THE AFFIRMATIVE VOTE OF AT LEAST TWO-THIRDS OF THE MEMBERS PRESENT AT SUCH MEETING. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE EXECUTIVE AND ASSOCIATE DIRECTOR, THE BOARD PRESIDENT AND TREASURER AND THE BOARD FINANCE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 12 ALL MEMBERS OF THE BOARD OF DIRECTORS, OFFICERS, COMMITTEE MEMBERS, AND EMPLOYEES IN A POSITION OF INFLUENCE ANNUALLY REVIEW THE CONFLICT OF INTEREST POLICY AND REAFFIRM THEIR UNDERSTANDING AND COMPLIANCE WITH THE POLICY. OFFICERS, DIRECTORS, AND COMMITTEE MEMBERS ARE REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST AS SOON AS POSSIBLE SHOULD ONE ARISE TO THE PRESIDENT OF THE BOARD, WHILE STAFF REPORT TO THEIR IMMEDIATE SUPERVISOR. THE AFFECTED PERSON MUST THEN ABSTAIN FROM VOTING OR ACTING ON THE PARTICULAR ITEM, AND MUST ABSTAIN FROM PARTICIPATING IN OR ATTEMPTING TO INFLUENCE THE DECISION-MAKING PROCESS IN ANY WAY. THEY MAY PROVIDE RELEVANT FINANCIAL INFORMATION UPON REQUEST. ALL DISCLOSURES REPORTED IN THE ANNUAL MEETING AND ANY OTHER MEETING HELD BY THE BOARD OF DIRECTORS WILL BE REFLECTED IN THE MINUTES OF THE MEETING. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE SERVES AS THE PERSONNEL COMMITTEE AND CONDUCTS AN ANNUAL REVIEW OF THE EXECUTIVE DIRECTOR'S SALARY. RECOMMENDATIONS REGARDING SALARY INCREASES FOR OTHER EMPLOYEES ARE MADE BY THE EXECTIVE DIRECTOR AND THE PERSONNEL COMMITTEE TO THE FINANCE COMMITTEE BASED ON PERFORMANCE APPRAISALS AND COST OF LIVING ADJUSTMENTS. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION PROVIDES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL INFORMATION TO THE PUBLIC AT ITS OFFICE AND UPON WRITTEN REQUEST. LOUIS H AND MADALYN B BARNETT FOUNDATION 4049 KINGSRIDGE ROAD FORT WORTH TX 76109 752152949 SUPPORTING MISSION OF THE JEWISH FEDERATION OF FORT WORTH TX 501(C)(3) LINE 12C, III-FI N/A 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0