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Nonprofiteer
← THE JEWISH FEDERATION OF FORT WORTH AND TARRANT COUNTY

Form 990 for tax year 2022

Filed by THE JEWISH FEDERATION OF FORT WORTH AND TARRANT COUNTY.

Totals

Total revenue
$2,464,800
Total expenses
$1,898,691
Contributions and grants received
$1,140,203
Grants paid
$289,029
Program service revenue
$31,991
Investment income
$1,301,627
Other revenue
-$9,021
Total assets, end of year
$17,820,658
Total liabilities, end of year
$1,024,097
Net assets or fund balances, end of year
$16,796,561
Program services expenses (Part IX)
$1,345,316
Management and general expenses
$389,215
Fundraising expenses
$164,160
Program service expenses (Part III)
$1,345,316

Program services were 70.9% 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

    $28,880

  • 1d · Related organizations

    $27,000

  • 1f · All other contributions, gifts and grants

    $1,084,323

  • 2a · Program service revenue: COUNSELING FEES

    total $31,991 · related or exempt $31,991

  • 3 · Investment income

    total $582,039 · excluded $582,039

  • 6a · Gross rents

    real property $8,400

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $8,400

  • 6d · Net rental income or loss

    total $8,400 · excluded $8,400

  • 7a · Gross sales of assets other than inventory

    securities $5,925,297

  • 7b · Less cost or other basis and sales expenses

    securities $5,205,709

  • 7c · Gain or loss

    securities $719,588

  • 7d · Net gain or loss

    total $719,588 · excluded $719,588

  • 8a · Fundraising events: gross income

    $0

  • 8a · Fundraising events: contributions included on line 1c

    $28,880

  • 8b · Fundraising events: direct expenses

    $21,479

  • 8c · Net income from fundraising events

    total -$21,479 · excluded -$21,479

  • 11a · Other revenue: MISCELLANEOUS

    total $4,058 · excluded $4,058

  • 11e · Other revenue, total

    $4,058

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $289,029 · program services $289,029

  • 5 · Compensation of officers, directors and key employees

    total $123,951 · program services $24,790 · management and general $55,778 · fundraising $43,383

  • 7 · Other salaries and wages

    total $638,177 · program services $570,492 · management and general $29,784 · fundraising $37,901

  • 9 · Other employee benefits

    total $57,539 · program services $44,942 · management and general $6,460 · fundraising $6,137

  • 10 · Payroll taxes

    total $64,481 · program services $50,365 · management and general $7,239 · fundraising $6,877

  • 11c · Fees: accounting

    total $149,643 · management and general $149,643

  • 11f · Fees: investment management

    total $69,164 · management and general $69,164

  • 11g · Fees: other

    total $59,290 · program services $42,589 · management and general $13,361 · fundraising $3,340

  • 12 · Advertising and promotion

    total $10,869 · program services $595 · fundraising $10,274

  • 13 · Office expenses

    total $40,407 · program services $21,298 · management and general $6,311 · fundraising $12,798

  • 16 · Occupancy

    total $66,753 · program services $50,066 · management and general $9,178 · fundraising $7,509

  • 17 · Travel

    total $10,786 · program services $10,108 · management and general $373 · fundraising $305

  • 19 · Conferences, conventions and meetings

    total $9,766 · program services $3,015 · management and general $3,713 · fundraising $3,038

  • 20 · Interest

    total $14,951 · program services $5,233 · management and general $5,345 · fundraising $4,373

  • 22 · Depreciation, depletion and amortization

    total $26,594 · program services $14,863 · management and general $6,451 · fundraising $5,280

  • 23 · Insurance

    total $23,456 · program services $10,245 · management and general $11,880 · fundraising $1,331

  • 24a · Other expenses: PROGRAM EXPENDITURES

    total $159,558 · program services $159,558

  • 24b · Other expenses: DUES & SUBSCRIPTIONS

    total $31,034 · program services $22,406 · management and general $1,025 · fundraising $7,603

  • 24c · Other expenses: OTHER

    total $23,477 · program services $11,696 · fundraising $11,781

  • 24d · Other expenses: EVENT EXPENSES

    total $11,309 · program services $11,309

  • 24e · All other expenses

    total $18,457 · program services $2,717 · management and general $13,510 · fundraising $2,230

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $67,614 · end of year $123,067

  • 2 · Savings and temporary cash investments

    beginning of year $1,160,554 · end of year $1,146,228

  • 3 · Pledges and grants receivable

    beginning of year $299,081 · end of year $330,678

  • 4 · Accounts receivable

    beginning of year $5,250 · end of year $4,565

  • 9 · Prepaid expenses and deferred charges

    beginning of year $8,385 · end of year $14,685

  • 10a · Land, buildings and equipment: cost or other basis

    $758,840

  • 10b · Land, buildings and equipment: accumulated depreciation

    $297,237

  • 10c · Land, buildings and equipment, net

    beginning of year $451,942 · end of year $461,603

  • 11 · Investments: publicly traded securities

    beginning of year $15,451,296 · end of year $15,632,402

  • 15 · Other assets

    beginning of year $0 · end of year $107,430

  • 17 · Accounts payable and accrued expenses

    beginning of year $57,111 · end of year $121,970

  • 18 · Grants payable

    beginning of year $291,130 · end of year $289,877

  • 19 · Deferred revenue

    beginning of year $11,426

  • 23 · Secured mortgages and notes payable

    beginning of year $279,181 · end of year $265,256

  • 25 · Other liabilities

    beginning of year $252,830 · end of year $346,994

  • 27 · Net assets without donor restrictions

    beginning of year $2,641,996 · end of year $2,762,895

  • 28 · Net assets with donor restrictions

    beginning of year $13,910,448 · end of year $14,033,666

Mission and programs · 2022

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 VIBRANT, ENGAGED, AND SECURE JEWISH COMMUNITIES LOCALLY, IN ISRAEL, AND AROUND THE WORLD.

  • JEWISH FAMILY SERVICES-PROVIDED COUNSELING, FAMILY ASSISTANCE; SENIORS AND RESETTLEMENT OF JEWS FROM OTHER COUNTRIES INTO THE UNITED STATES WHEN NEED HAS EXISTED AND IF STAFF IS AVAILABLE TO MEET THE NEED, HOWEVER THIS HAS NOT OCCURRED IN THE LAST FEW YEARS.

    Expenses $904,143 · Revenue $31,991

  • FUNDING FOR VARIOUS INTERNATIONAL, NATIONAL, AND LOCAL AGENCIES.

    Expenses $289,029 · Grants $289,029

  • 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 $152,144

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Todd Blumenfield

    PRESIDENT

    Total calculated
    $0
    Hours/week
    5

  • Jennfier Levi

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • David Eberstein

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Joe Mintz

    VP ADMINISTRATION

    Total calculated
    $0
    Hours/week
    1

  • Linda Hochster

    VP CAMPAIGN

    Total calculated
    $0
    Hours/week
    1

  • Robert Chicotsky

    VP CAMPAIGN

    Total calculated
    $0
    Hours/week
    1

  • Karen Silverberg

    VP COMMUNITY RELATIONS

    Total calculated
    $0
    Hours/week
    1

  • Cynthia Alkon

    VP RISK MANAGEMENT

    Total calculated
    $0
    Hours/week
    1

  • Michael Berkowitz

    VP RISK MANAGEMENT

    Total calculated
    $0
    Hours/week
    1

  • Jeff Hochster

    FOUNDATION CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Sandra Hollander

    IMMEDIATE PAST PRESIDENT

    Total calculated
    $0
    Hours/week
    5

  • Dr Barry Schneider

    JEWISH FAMILY SERVICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Mike Herman

    EX-OFFICIO: PRESIDENT-ELECT

    Total calculated
    $0
    Hours/week
    1

  • Aly Halpern

    PRESIDENTIAL APPOINTMENT

    Total calculated
    $0
    Hours/week
    1

  • Dr Andrew Miller

    PRESIDENTIAL APPOINTMENT

    Total calculated
    $0
    Hours/week
    1

  • Barbara Cohen

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Barry Goldfarb

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Dr Gene Posnock

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jane Cohen

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jonathan Suder

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Lani Gordon

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Michael Kapin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Noreen Houston

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Rabbi Andrew Bloom

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Rabbi Brian Zimmerman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Rabbi Dov Mandel

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Rabbi Levi Gurevitch

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Steve Katten

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Barry Abels

    EXECUTIVE DIRECTOR

    Total calculated
    $124,394
    From this org
    $122,154
    From related orgs
    $0
    Other
    $2,240
    Hours/week
    40

  • Carole Rogers

    JFS DIRECTOR

    Total calculated
    $149,549
    From this org
    $144,429
    From related orgs
    $0
    Other
    $5,120
    Hours/week
    40

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.

Grants on this return

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.

Provenance

Return type
form_990
Tax year
2022
Filed
15 July 2024
IRS schema version
2022v5.0
Source object
202441979349300639

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