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Nonprofiteer
← JEWISH FAMILY SERVICE OF GREATER DALLAS FOUNDATION

Form 990 for tax year 2022

Filed by JEWISH FAMILY SERVICE OF GREATER DALLAS FOUNDATION.

Totals

Total revenue
$1,157,876
Total expenses
$96,781
Contributions and grants received
$1,061,691
Grants paid
$0
Program service revenue
$0
Investment income
$52,449
Other revenue
$43,736
Total assets, end of year
$5,194,379
Total liabilities, end of year
$18,674
Net assets or fund balances, end of year
$5,175,705
Program services expenses (Part IX)
$50,000
Management and general expenses
$46,781
Fundraising expenses
$0
Program service expenses (Part III)
$50,000

Program services were 51.7% 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.

  • 1f · All other contributions, gifts and grants

    $1,061,691

  • 3 · Investment income

    total $92,588 · related or exempt $92,588

  • 6a · Gross rents

    real property $69,056

  • 6b · Less rental expenses

    real property $25,320

  • 6c · Rental income or loss

    real property $43,736

  • 6d · Net rental income or loss

    total $43,736 · excluded $43,736

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

    securities $40,139

  • 7c · Gain or loss

    securities -$40,139

  • 7d · Net gain or loss

    total -$40,139 · excluded -$40,139

Functional expenses

Part IX, the statement of functional expenses.

  • 11c · Fees: accounting

    total $6,050 · management and general $6,050

  • 11f · Fees: investment management

    total $17,131 · management and general $17,131

  • 23 · Insurance

    total $3,600 · management and general $3,600

  • 24a · Other expenses: JFS Distribution

    total $50,000 · program services $50,000

  • 24b · Other expenses: Administrative Services

    total $20,000 · management and general $20,000

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $210,348 · end of year $22,049

  • 2 · Savings and temporary cash investments

    beginning of year $136,548 · end of year $1,070,117

  • 3 · Pledges and grants receivable

    beginning of year $10,000

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

    $1,003,422

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

    $190,513

  • 10c · Land, buildings and equipment, net

    beginning of year $838,229 · end of year $812,909

  • 11 · Investments: publicly traded securities

    beginning of year $2,697,311 · end of year $3,289,304

  • 17 · Accounts payable and accrued expenses

    beginning of year $6,816 · end of year $18,674

  • 27 · Net assets without donor restrictions

    beginning of year $551,107 · end of year $584,586

  • 28 · Net assets with donor restrictions

    beginning of year $3,334,513 · end of year $4,591,119

Mission and programs · 2022

Mission

The Foundation is operated to support Jewish Family Service of Dallas, Inc. (JFS). The Foundation provides general and restricted support to assist JFS in fulfilling its mission to provide essential affordable mental health and social services to the needy.

Activities or mission (Part I)

The Foundation is operated to support Jewish Family Service of Dallas, Inc. (JFS). The Foundation provides general and restricted support to assist JFS in fulfilling its mission.

  • The Foundation provides general and restricted support to JFS to assist JFS in fulfilling its mission of providing essential and affordable mental health and social services to individuals and families in need.

    Expenses $50,000 · Revenue $92,588

As filed on the 2022 return.

Listed in Part VII

  • Jeff Kerstine

    President

    Total calculated
    $0
    Hours/week
    1

  • Larry Kohn

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Andrew Kaufman

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Clive Miskin

    Vice President

    Total calculated
    $0
    Hours/week
    1

  • Jonathan Blum

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • David Chortek

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Cory Feldman

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Julie Gothard

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Robin Sachs

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Meri-Kay Star

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Catherine Barker

    CEO

    Total calculated
    $228,591
    From this org
    $0
    From related orgs
    $228,591
    Other
    $0
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $228,591 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $228,591 related

  • Steven Brown

    CFO

    Total calculated
    $129,512
    From this org
    $0
    From related orgs
    $129,512
    Other
    $0
    Hours/week
    1 + 40 related

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

None.

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

The filer's explanations (Part III)

Part I, Line 3
The Board consults with the CFO regarding financial resources available for compensation and reviews compensation packages of comparable positions with similar organizations' budgets. The President reviews the information and approves any adjustment to executive compensation packages.

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

No itemized grants to organizations 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
25 March 2024
IRS schema version
2022v5.0
Source object
202420869349300407

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