Skip to content
Nonprofiteer
← JEWISH FAMILY SERVICE OF DALLAS INCORPORATED

Form 990 for tax year 2022

Filed by JEWISH FAMILY SERVICE OF DALLAS INCORPORATED.

Totals

Total revenue
$15,177,859
Total expenses
$11,002,411
Contributions and grants received
$12,691,503
Grants paid
$2,094,404
Program service revenue
$994,770
Investment income
$128,438
Other revenue
$1,363,148
Total assets, end of year
$16,997,778
Total liabilities, end of year
$1,302,965
Net assets or fund balances, end of year
$15,694,813
Program services expenses (Part IX)
$7,883,506
Management and general expenses
$2,192,004
Fundraising expenses
$926,901
Program service expenses (Part III)
$7,883,506

Program services were 71.7% 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.

  • 1a · Federated campaigns

    $1,129,938

  • 1f · All other contributions, gifts and grants

    $11,561,565

  • 1g · Noncash contributions included above

    $920,793

  • 2a · Program service revenue: Program Service Fees

    total $477,386 · related or exempt $477,386

  • 2b · Program service revenue: School Fees

    total $270,204 · related or exempt $270,204

  • 2c · Program service revenue: Resale Shop

    total $247,180 · related or exempt $247,180

  • 3 · Investment income

    total $131,915 · excluded $131,915

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

    securities $3,477

  • 7c · Gain or loss

    securities -$3,477

  • 7d · Net gain or loss

    total -$3,477 · excluded -$3,477

  • 11a · Other revenue: Change in Beneficial Interest - J

    total $1,290,085 · excluded $1,290,085

  • 11b · Other revenue: Miscellaneous Income

    total $73,063 · excluded $73,063

  • 11e · Other revenue, total

    $1,363,148

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $2,094,404 · program services $2,094,404

  • 5 · Compensation of officers, directors and key employees

    total $501,089 · program services $25,054 · management and general $360,785 · fundraising $115,250

  • 7 · Other salaries and wages

    total $4,851,056 · program services $3,922,693 · management and general $515,498 · fundraising $412,865

  • 8 · Pension plan contributions

    total $80,483 · program services $65,081 · management and general $8,552 · fundraising $6,850

  • 9 · Other employee benefits

    total $601,151 · program services $364,745 · management and general $184,511 · fundraising $51,895

  • 10 · Payroll taxes

    total $415,594 · program services $307,805 · management and general $66,866 · fundraising $40,923

  • 11g · Fees: other

    total $855,264 · program services $417,583 · management and general $374,906 · fundraising $62,775

  • 12 · Advertising and promotion

    total $30,992 · program services $30,992

  • 16 · Occupancy

    total $299,359 · program services $210,718 · management and general $82,779 · fundraising $5,862

  • 20 · Interest

    total $41,213 · management and general $41,213

  • 22 · Depreciation, depletion and amortization

    total $341,796 · program services $189,979 · management and general $151,817

  • 23 · Insurance

    total $131,812 · management and general $131,812

  • 24a · Other expenses: Supplies and Hospitalit

    total $262,244 · program services $116,914 · management and general $68,502 · fundraising $76,828

  • 24b · Other expenses: Miscellaneous Expense

    total $182,143 · program services $44,736 · management and general $103,497 · fundraising $33,910

  • 24c · Other expenses: Postage, Promotional, P

    total $84,910 · program services $4,594 · management and general $8,805 · fundraising $71,511

  • 24d · Other expenses: Subscriptions and Publi

    total $67,685 · program services $14,687 · management and general $24,749 · fundraising $28,249

  • 24e · All other expenses

    total $161,216 · program services $73,521 · management and general $67,712 · fundraising $19,983

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $339,884 · end of year $46,624

  • 2 · Savings and temporary cash investments

    beginning of year $2,854,317 · end of year $1,282,524

  • 3 · Pledges and grants receivable

    beginning of year $1,201,256 · end of year $4,044,715

  • 4 · Accounts receivable

    beginning of year $263,057 · end of year $86,783

  • 8 · Inventories for sale or use

    beginning of year $60,753

  • 9 · Prepaid expenses and deferred charges

    beginning of year $53,751 · end of year $49,103

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

    $5,122,848

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

    $2,057,052

  • 10c · Land, buildings and equipment, net

    beginning of year $3,253,914 · end of year $3,065,796

  • 12 · Investments: other securities

    beginning of year $4,708,843 · end of year $8,321,588

  • 14 · Intangible assets

    end of year $100,645

  • 15 · Other assets

    beginning of year $4,174 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $513,182 · end of year $560,234

  • 19 · Deferred revenue

    beginning of year $76,800

  • 23 · Secured mortgages and notes payable

    beginning of year $673,470 · end of year $639,227

  • 25 · Other liabilities

    beginning of year $0 · end of year $103,504

  • 27 · Net assets without donor restrictions

    beginning of year $3,606,703 · end of year $2,740,999

  • 28 · Net assets with donor restrictions

    beginning of year $7,869,794 · end of year $12,953,814

Mission and programs · 2022

Mission

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.

Activities or mission (Part I)

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.

  • Special services for the aged are provided in programs including homemaker, transportation, financial aid, and meals on wheels and friendly visitors.

    Expenses $1,555,203 · Grants $463,294

  • The food bank provides food to needy families and individuals.

    Expenses $1,999,104 · Grants $1,623,567

  • 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.

    Expenses $4,329,199 · Revenue $747,590

  • Grants $2,094,404

As filed on the 2022 return.

Listed in Part VII

  • Andrew Kaufman

    Director

    Total calculated
    $0
    Hours/week
    1

  • Andrew Silver

    Director

    Total calculated
    $0
    Hours/week
    1

  • Eric Goldberg

    Chair

    Total calculated
    $0
    Hours/week
    1

  • Ethel Zale

    Lifetime Director

    Total calculated
    $0
    Hours/week
    1

  • Jonathan Blum

    Director

    Total calculated
    $0
    Hours/week
    1

  • Jonathan Herskovitz

    Director

    Total calculated
    $0
    Hours/week
    1

  • Julie Gothard

    Chair-Elect

    Total calculated
    $0
    Hours/week
    1

  • Julie Liberman

    Past Chair

    Total calculated
    $0
    Hours/week
    1

  • Laura Weinstein

    Secretary

    Total calculated
    $0
    Hours/week
    1

  • Linda Garner

    Lifetime Director

    Total calculated
    $0
    Hours/week
    1

  • Lindsay Stengle Chang

    Vice Chair

    Total calculated
    $0
    Hours/week
    1

  • Mark Spalding

    Director

    Total calculated
    $0
    Hours/week
    1

  • Michael Landgarten

    Director

    Total calculated
    $0
    Hours/week
    1

  • Michelle Kravitz MD

    Director

    Total calculated
    $0
    Hours/week
    1

  • Monita Moore

    Director

    Total calculated
    $0
    Hours/week
    1

  • Nicole Post

    Director

    Total calculated
    $0
    Hours/week
    1

  • Rachel Biblo-Block

    Director

    Total calculated
    $0
    Hours/week
    1

  • Rebecca Buell

    Director

    Total calculated
    $0
    Hours/week
    1

  • Richard Wasserman MD

    Director

    Total calculated
    $0
    Hours/week
    1

  • Seth Margolies

    Treasurer

    Total calculated
    $0
    Hours/week
    1

  • Steven Berger

    Vice Chair

    Total calculated
    $0
    Hours/week
    1

  • Weezie Margolis

    Vice Chair

    Total calculated
    $0
    Hours/week
    1

  • Shelley Glazer

    Director

    Total calculated
    $0
    Hours/week
    1

  • Jeff Haggard MD

    Director

    Total calculated
    $0
    Hours/week
    1

  • David Olesky

    Director

    Total calculated
    $0
    Hours/week
    1

  • Michael Saks

    Director

    Total calculated
    $0
    Hours/week
    1

  • Bob Weinfeld

    Director

    Total calculated
    $0
    Hours/week
    1

  • Simma Weiss MD

    Director

    Total calculated
    $0
    Hours/week
    1

  • Cathy Barker

    CEO

    Total calculated
    $231,341
    From this org
    $228,591
    From related orgs
    $0
    Other
    $2,750
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $228,591
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $2,750
    Filer's total
    $231,341

  • Deizel Perez Sarte

    COO

    Total calculated
    $150,971
    From this org
    $142,986
    From related orgs
    $0
    Other
    $7,985
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $142,986
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $7,985
    Filer's total
    $150,971

  • Steven Brown

    CFO

    Total calculated
    $140,655
    From this org
    $129,512
    From related orgs
    $0
    Other
    $11,143
    Hours/week
    40 + 1 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

  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 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

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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • JFS Thrift Store

    Thrift Store · TX · income $247,180 · assets $0

    Directly controlled by JFS

Provenance

Return type
form_990
Tax year
2022
Filed
3 June 2024
IRS schema version
2022v5.0
Source object
202441639349301229

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.