Form 990 for tax year 2023
Filed by THE JEWISH FEDERATION OF FORT WORTH AND TARRANT COUNTY.
Totals
- Total revenue
- $1,928,302
- Total expenses
- $1,929,656
- Contributions and grants received
- $1,324,021
- Grants paid
- $281,853
- Program service revenue
- $31,395
- Investment income
- $576,391
- Other revenue
- -$3,505
- Total assets, end of year
- $19,483,784
- Total liabilities, end of year
- $1,013,305
- Net assets or fund balances, end of year
- $18,470,479
- Program services expenses (Part IX)
- $1,255,728
- Management and general expenses
- $502,854
- Fundraising expenses
- $171,074
- Program service expenses (Part III)
- $1,255,728
Program services were 65.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1c · Fundraising events
$28,510
-
1d · Related organizations
$15,000
-
1f · All other contributions, gifts and grants
$1,280,511
-
2a · Program service revenue: COUNSELING FEES
total $31,395 · related or exempt $31,395
-
3 · Investment income
total $468,779 · excluded $468,779
-
6a · Gross rents
real property $8,327
-
6b · Less rental expenses
real property $0
-
6c · Rental income or loss
real property $8,327
-
6d · Net rental income or loss
total $8,327 · excluded $8,327
-
7a · Gross sales of assets other than inventory
securities $3,726,504
-
7b · Less cost or other basis and sales expenses
securities $3,618,892
-
7c · Gain or loss
securities $107,612
-
7d · Net gain or loss
total $107,612 · excluded $107,612
-
8a · Fundraising events: gross income
$0
-
8a · Fundraising events: contributions included on line 1c
$28,510
-
8b · Fundraising events: direct expenses
$15,816
-
8c · Net income from fundraising events
total -$15,816 · excluded -$15,816
-
11a · Other revenue: MISCELLANEOUS
total $3,984 · excluded $3,984
-
11e · Other revenue, total
$3,984
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $281,853 · program services $281,853
-
5 · Compensation of officers, directors and key employees
total $132,805 · program services $26,561 · management and general $59,762 · fundraising $46,482
-
7 · Other salaries and wages
total $631,599 · program services $493,172 · management and general $113,601 · fundraising $24,826
-
9 · Other employee benefits
total $62,489 · program services $43,443 · management and general $13,728 · fundraising $5,318
-
10 · Payroll taxes
total $65,234 · program services $44,429 · management and general $14,760 · fundraising $6,045
-
11c · Fees: accounting
total $152,929 · management and general $152,929
-
11f · Fees: investment management
total $92,658 · management and general $92,658
-
11g · Fees: other
total $76,000 · program services $51,476 · management and general $19,619 · fundraising $4,905
-
12 · Advertising and promotion
total $16,466 · program services $53 · fundraising $16,413
-
13 · Office expenses
total $37,001 · program services $26,247 · management and general $3,710 · fundraising $7,044
-
14 · Information technology
total $8,370 · program services $5,937 · management and general $840 · fundraising $1,593
-
16 · Occupancy
total $48,970 · program services $35,597 · management and general $7,355 · fundraising $6,018
-
17 · Travel
total $8,129 · program services $7,401 · management and general $400 · fundraising $328
-
19 · Conferences, conventions and meetings
total $16,038 · program services $8,726 · management and general $2,534 · fundraising $4,778
-
20 · Interest
total $15,589 · program services $5,456 · management and general $5,573 · fundraising $4,560
-
22 · Depreciation, depletion and amortization
total $30,301 · program services $10,663 · management and general $10,801 · fundraising $8,837
-
23 · Insurance
total $29,850 · program services $9,317 · management and general $11,293 · fundraising $9,240
-
24a · Other expenses: PROGRAM EXPENDITURES
total $176,334 · program services $176,334
-
24b · Other expenses: OTHER
total $35,907 · program services $17,622 · fundraising $18,285
-
24c · Other expenses: DUES & SUBSCRIPTIONS
total $17,577 · program services $8,701 · management and general $4,551 · fundraising $4,325
-
24d · Other expenses: REPAIRS AND MAINTENANCE
total $7,355 · program services $2,740 · management and general $2,538 · fundraising $2,077
-
24e · All other expenses
total -$13,798 · management and general -$13,798
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $123,067 · end of year $41,307
-
2 · Savings and temporary cash investments
beginning of year $1,146,228 · end of year $705,850
-
3 · Pledges and grants receivable
beginning of year $330,678 · end of year $355,997
-
4 · Accounts receivable
beginning of year $4,565 · end of year $7,478
-
9 · Prepaid expenses and deferred charges
beginning of year $14,685 · end of year $22,321
-
10a · Land, buildings and equipment: cost or other basis
$768,292
-
10b · Land, buildings and equipment: accumulated depreciation
$322,435
-
10c · Land, buildings and equipment, net
beginning of year $461,603 · end of year $445,857
-
11 · Investments: publicly traded securities
beginning of year $15,632,402 · end of year $15,331,781
-
12 · Investments: other securities
end of year $2,469,841
-
15 · Other assets
beginning of year $107,430 · end of year $103,352
-
17 · Accounts payable and accrued expenses
beginning of year $121,970 · end of year $114,033
-
18 · Grants payable
beginning of year $289,877 · end of year $296,952
-
23 · Secured mortgages and notes payable
beginning of year $265,256 · end of year $250,529
-
25 · Other liabilities
beginning of year $346,994 · end of year $351,791
-
27 · Net assets without donor restrictions
beginning of year $2,762,895 · end of year $3,120,098
-
28 · Net assets with donor restrictions
beginning of year $14,033,666 · end of year $15,350,381
Mission and programs · 2023
Mission
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.
Activities or mission (Part I)
TO PROMOTE ENGAGED, AND SECURE JEWISH COMMUNITIES LOCALLY, IN ISRAEL, AND AROUNDTHE WORLD.
-
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.
Expenses $843,900 · Revenue $31,395
-
FUNDING FOR VARIOUS INTERNATIONAL, NATIONAL, AND LOCAL AGENCIES.
Expenses $281,853 · Grants $281,853
-
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.
Expenses $129,975
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Mike HermanMIKE HERMAN
PRESIDENT
- Total calculated
- $0
- Hours/week
- 5
-
Jennfier LeviJENNFIER LEVI
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
David NudlemanDAVID NUDLEMAN
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Cynthia AlkonCYNTHIA ALKON
VP ADMINISTRATION
- Total calculated
- $0
- Hours/week
- 1
-
Robert ChicotskyROBERT CHICOTSKY
VP CAMPAIGN
- Total calculated
- $0
- Hours/week
- 1
-
Barbara CohenBARBARA COHEN
VP COMMUNITY RELATIONS
- Total calculated
- $0
- Hours/week
- 1
-
Michael BerkowitzMICHAEL BERKOWITZ
VP RISK MANAGEMENT
- Total calculated
- $0
- Hours/week
- 1
-
Jeff HochsterJEFF HOCHSTER
FOUNDATION CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Dr Barry SchneiderDR BARRY SCHNEIDER
JFS CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Todd BlumenfeldTODD BLUMENFELD
IMMEDIATE PAST PRESIDENT
- Total calculated
- $0
- Hours/week
- 5
-
Jeff RothschildJEFF ROTHSCHILD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Kal SilverbergKAL SILVERBERG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Dr Ira HollanderDR IRA HOLLANDER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Aly HalpernALY HALPERN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
David EbersteinDAVID EBERSTEIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Cantor Sheri AllenCANTOR SHERI ALLEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
David BekermanDAVID BEKERMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Rabbi Andrew BloomRABBI ANDREW BLOOM
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jane CohenJANE COHEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Cantor Elisa CohnCANTOR ELISA COHN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Lani GordonLANI GORDON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Rabbi Levi GurevitchRABBI LEVI GUREVITCH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Ellen HarrisELLEN HARRIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Tatyana KisinTATYANA KISIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Rabbi Dov MandelRABBI DOV MANDEL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Roger MandelROGER MANDEL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Dr Andrew MillerDR ANDREW MILLER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Gretchen MillerGRETCHEN MILLER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Dr David NarrettDR DAVID NARRETT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Sarah RubinsonSARAH RUBINSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Rabbi Brian ZimmermanRABBI BRIAN ZIMMERMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Barry AbelsBARRY ABELS
EXECUTIVE DIRECTOR
- Total calculated
- $127,987
- From this org
- $125,710
- From related orgs
- $0
- Other
- $2,277
- Hours/week
- 40
-
Carole RogersCAROLE ROGERS
JFS DIRECTOR
- Total calculated
- $157,890
- From this org
- $152,742
- From related orgs
- $0
- Other
- $5,148
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $152,742
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $5,148
- Filer's total
- $157,890
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
JEWISH FEDERATION OF NORTH AMERICA
$167,750
ANNUAL ALLOCATION BALANCE AND FAIRSHARE DUE
-
$21,500
LIL GOLDMAN PRE-SCHOOL AND CAMP SHALOM FINANCIAL AID
-
BETH-EL CONGREGATION
$13,750
CHANNUKA IN HI, MATCHING CAMP SCHOLARSHIPS, TEACHER TRAINING
-
$10,000
SCHOLARSHIP, TEACHER TRAINING, PROGRAM ACTIVITIES
-
$9,500
CAMP OPERATIONS
-
$8,000
SCHOLARSHIP, FILM, TEACHER TRAINING, COMMUNITY ENGAGEMENT
-
$8,000
ALLOCATED TO PAYROLL AND FILM
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
LOUIS H AND MADALYN B BARNETT FOUNDATION
501(C)(3) · SUPPORTING MISSION OF THE JEWISH FEDERATION OF FORT WORTH · TX
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 7 July 2025
- IRS schema version
- 2023v6.0
- Source object
- 202501929349301855
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