JEWISH FAMILY SERVICE OF DALLAS INCORPORATED: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- JEWISH FAMILY SERVICE OF DALLAS INCORPORATED (EIN 75-1992728)
- Tax period
- 2023-08-01 to 2024-07-31
- Filed
- 2025-07-22
- IRS object ID
- 202502039349300045
- Schema version
- 2023v6.0
- Note
- A later return for the same period supersedes this one.
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-07-22T11:39:07-07:00 | ReturnTs |
| Tax Period End | 2024-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 752593210 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sutton Frost Cary LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 E Front St Suite 200 | AddressLine1Txt |
| City | Arlington | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76011 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 751992728 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWISH FAMILY SERVICE OF DALLAS INC | BusinessNameLine1Txt |
| Business Name Line2 | DBA JEWISH FAMILY SERVICE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JEWI | BusinessNameControlTxt |
| Phone | 9724379950 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5402 ARAPAHO ROAD | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75248 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CATHY BARKER | PersonNm |
| Person Title | President & CEO | PersonTitleTxt |
| Signature | 2025-07-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Carroll Elizabeth Arnott | PreparerPersonNm |
| PTIN | P01965628 | PTIN |
| Phone | 8176498083 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Principal Officer | CATHY BARKER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5402 ARAPAHO ROAD | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75248 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $29,074,305 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.JFSDALLAS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1950 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 117 | TotalEmployeeCnt |
| Total Volunteers | 950 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $12,691,503 | PYContributionsGrantsAmt |
| CY Contributions Grants | $26,789,557 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $994,770 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,005,433 | CYProgramServiceRevenueAmt |
| PY Investment Income | $128,438 | PYInvestmentIncomeAmt |
| CY Investment Income | $307,670 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,363,148 | PYOtherRevenueAmt |
| CY Other Revenue | $617,615 | CYOtherRevenueAmt |
| PY Total Revenue | $15,177,859 | PYTotalRevenueAmt |
| CY Total Revenue | $28,720,275 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,094,404 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,428,843 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $6,449,373 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,078,183 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $138,624 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,351,700 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,458,634 | PYOtherExpensesAmt |
| CY Other Expenses | $3,642,497 | CYOtherExpensesAmt |
| PY Total Expenses | $11,002,411 | PYTotalExpensesAmt |
| CY Total Expenses | $13,288,147 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,175,448 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $15,432,128 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $16,997,778 | TotalAssetsBOYAmt |
| Total Assets EOY | $33,571,217 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,302,965 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,387,856 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $15,694,813 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $31,183,361 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | JFS primary purpose is to provide effective and accessible whole person care that promotes lifelong self-sufficiency and well-being for the greater dallas community. | MissionDesc |
| Significant New Program Srvc | Yes (true) | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $4,625,966 | ExpenseAmt |
| Grant | $16,326 | GrantAmt |
| Revenue | $1,005,433 | RevenueAmt |
| Desc | Counseling is provided on a reduced fee basis for special needs, marriage, parent-child problems, individual problems of adjustment, adolescents, newly divorced or widowed, family treatments, for career and employment services, and financial coaching. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,808,239 | ExpenseAmt |
| Grant | $2,333,302 | GrantAmt |
| Desc | The food pantry provides food to needy families and individuals. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,763,811 | ExpenseAmt |
| Grant | $79,215 | GrantAmt |
| Desc | Special services for the older adults are provided in programs including homemaker, transportation, financial assistance, home delivered meals, and friendly visitors. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $9,198,016 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | Yes (true) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 107 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 117 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 24 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRENDA COLON | PersonNm |
| Phone | 9724379950 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5402 ARAPAHO ROAD | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75248 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (29 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| CATHY BARKER | |||||||
| President & CEO | 50.00 | 1.00 | Yes (X) | $262,633 | $0 | $12,256 | |
| DEIZEL PEREZ SARTE | |||||||
| COO | 40.00 | 1.00 | Yes (X) | $177,802 | $0 | $5,964 | |
| STEVEN BROWN | |||||||
| CFO | 40.00 | 1.00 | Yes (X) | $159,228 | $0 | $5,964 | |
| SALLY GLEASON | |||||||
| CLINICAL ADMIN | 40.00 | 1.00 | $108,363 | $0 | $6,593 | ||
| LEAH GUSKIN | |||||||
| DIR OF PHIL & COMM | 40.00 | 1.00 | $105,226 | $0 | $6,593 | ||
| JULIE GOTHARD | |||||||
| CHAIR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| LOUISE MARGOLIS | |||||||
| CHAIR-ELECT | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ERIC GOLDBERG | |||||||
| PAST CHAIR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| RACHEL BIBLO BLOCK | |||||||
| Secretary | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| SETH MARGOLIES | |||||||
| VICE CHAIR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| REBECCA BUELL | |||||||
| Treasurer | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| STEVEN BERGER | |||||||
| VICE CHAIR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ANDREW KAUFMAN | |||||||
| VICE CHAIR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| KAREN ANDERSON | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| DON BROOKS | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| GABRIELA DALFEN | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| CAROLE GILMORE | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| SHELLEY GLAZER | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| JEFF HAGGARD | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| JONATHAN HERSKOVITZ | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| MICHAEL LANDGARTEN | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| MONITA MOORE | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| DAVID OLESKY | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| MICHAEL SAKS | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| ANDREW SILVER | |||||||
| Director | 1.00 | 1.00 | $0 | $0 | $0 | Yes (X) | |
| LINDSAY STENGLE CHANG | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| EDUARDO TANUR | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| BOB WEINFELD | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| SIMMA WEISS | |||||||
| Director | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $813,252 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $37,370 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| XPO NETWORKS | |||||
| 190 STACY ROAD STE 306-333 | ALLEN | TX | 75002 | COMPUTER CONSULTING | $183,009 |
| SMITH PROTECTIVE SERVICE INC | |||||
| PO BOX 802649 | DALLAS | TX | 75380 | SECURITY SERVICES | $101,985 |
| WISE RESOURCE DEVELOPMENT | |||||
| PO BOX 111936 | CARROLLTON | TX | 75011 | CONSULTING | $102,582 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $175,968 | FundraisingAmt |
| Related Organizations | $70,000 | RelatedOrganizationsAmt |
| All Other Contributions | $26,543,589 | AllOtherContributionsAmt |
| Noncash Contributions | $1,108,429 | NoncashContributionsAmt |
| Total Contributions | $26,789,557 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM SERVICE FEES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $1,005,433 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,005,433 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,005,433 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $291,624 | TotalRevenueColumnAmt |
| Exclusion | $291,624 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $16,046 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $16,046 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,046 | TotalRevenueColumnAmt |
| Exclusion | $16,046 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $354,030 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $175,968 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $354,030 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| CHANGE IN BENEFICIAL INTEREST | $499,320 | $499,320 |
| MISCELLANEOUS INCOME | $118,295 | $118,295 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $617,615 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $28,720,275 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,623,048 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $307,670 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,428,843 | TotalAmt |
| Program Services | $2,428,843 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $612,682 | TotalAmt |
| Program Services | $435,882 | ProgramServicesAmt |
| Management And General | $113,922 | ManagementAndGeneralAmt |
| Fundraising | $62,878 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,392,186 | TotalAmt |
| Program Services | $3,866,689 | ProgramServicesAmt |
| Management And General | $970,542 | ManagementAndGeneralAmt |
| Fundraising | $554,955 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,398 | TotalAmt |
| Program Services | $70,417 | ProgramServicesAmt |
| Management And General | $7,779 | ManagementAndGeneralAmt |
| Fundraising | $10,202 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $543,271 | TotalAmt |
| Program Services | $317,860 | ProgramServicesAmt |
| Management And General | $173,197 | ManagementAndGeneralAmt |
| Fundraising | $52,214 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $441,646 | TotalAmt |
| Program Services | $311,237 | ProgramServicesAmt |
| Management And General | $86,689 | ManagementAndGeneralAmt |
| Fundraising | $43,720 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $500 | TotalAmt |
| Management And General | $500 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,400 | TotalAmt |
| Management And General | $29,400 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $138,624 | TotalAmt |
| Fundraising | $138,624 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,947 | TotalAmt |
| Management And General | $4,947 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,878,757 | TotalAmt |
| Program Services | $1,238,776 | ProgramServicesAmt |
| Management And General | $622,124 | ManagementAndGeneralAmt |
| Fundraising | $17,857 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,523 | TotalAmt |
| Program Services | $17,237 | ProgramServicesAmt |
| Management And General | $60,286 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,441 | TotalAmt |
| Program Services | $86,575 | ProgramServicesAmt |
| Management And General | $4,866 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,675 | TotalAmt |
| Program Services | $9,675 | ProgramServicesAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $360,661 | TotalAmt |
| Program Services | $56,535 | ProgramServicesAmt |
| Management And General | $31,466 | ManagementAndGeneralAmt |
| Fundraising | $272,660 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,016 | TotalAmt |
| Management And General | $49,016 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $364,290 | TotalAmt |
| Program Services | $141,125 | ProgramServicesAmt |
| Management And General | $223,165 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $147,633 | TotalAmt |
| Program Services | $10,152 | ProgramServicesAmt |
| Management And General | $137,481 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| EQUIPMENT & MAINTENANCE | $141,430 | $53,272 | $83,123 | $5,035 |
| Postage and Shipping | $138,785 | $14,877 | $7,371 | $116,537 |
| SUPPLIES & HOSPITALITY | $122,667 | $50,475 | $39,202 | $32,990 |
| SUBSCRIPTIONS | $97,337 | $24,406 | $45,543 | $27,388 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $128,435 | TotalAmt |
| Program Services | $63,983 | ProgramServicesAmt |
| Management And General | $47,812 | ManagementAndGeneralAmt |
| Fundraising | $16,640 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,288,147 | TotalAmt |
| Program Services | $9,198,016 | ProgramServicesAmt |
| Management And General | $2,738,431 | ManagementAndGeneralAmt |
| Fundraising | $1,351,700 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,624 | BOYAmt |
| EOY | $134,400 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,282,524 | BOYAmt |
| EOY | $1,661,848 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,044,715 | BOYAmt |
| EOY | $13,800,352 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,783 | BOYAmt |
| EOY | $526,718 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,103 | BOYAmt |
| EOY | $159,098 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $5,672,217 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,309,936 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,065,796 | BOYAmt |
| EOY | $3,362,281 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,321,588 | BOYAmt |
| EOY | $13,128,950 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,645 | BOYAmt |
| EOY | $797,570 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,997,778 | BOYAmt |
| EOY | $33,571,217 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $560,234 | BOYAmt |
| EOY | $690,593 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $245,174 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $639,227 | BOYAmt |
| EOY | $598,814 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $103,504 | BOYAmt |
| EOY | $853,275 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,302,965 | BOYAmt |
| EOY | $2,387,856 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,740,999 | BOYAmt |
| EOY | $3,036,943 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,953,814 | BOYAmt |
| EOY | $28,146,418 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,694,813 | BOYAmt |
| EOY | $31,183,361 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,997,778 | BOYAmt |
| EOY | $33,571,217 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $15,432,128 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $53,420 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,942,171 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,164,950 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,195,701 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,691,503 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $27,143,587 | CurrentTaxYearAmt |
| Total | $70,137,912 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,942,171 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,164,950 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,195,701 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,691,503 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $27,143,587 | CurrentTaxYearAmt |
| Total | $70,137,912 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $70,137,912 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $179,616 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $980,107 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,159,630 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,230,954 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $291,624 | CurrentTaxYearAmt |
| Total | $3,841,931 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $81,010 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | -$6,284 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $103,166 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $98,948 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $617,615 | CurrentTaxYearAmt |
| Total | $894,455 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $74,874,298 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,005,433 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.93670 | PublicSupportCY170Pct |
| Public Support PY170 | 0.91860 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | false | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | false | InclEscrowCustodialAcctLiabInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,953,814 | BeginningYearBalanceAmt |
| Contributions | $23,200,092 | ContributionsAmt |
| Investment Earnings Or Losses | $499,320 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $8,506,808 | OtherExpendituresAmt |
| End Year Balance | $28,146,418 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,869,794 | BeginningYearBalanceAmt |
| Contributions | $10,617,125 | ContributionsAmt |
| Investment Earnings Or Losses | $84,256 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,617,361 | OtherExpendituresAmt |
| End Year Balance | $12,953,814 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,121,681 | BeginningYearBalanceAmt |
| Contributions | $8,995,313 | ContributionsAmt |
| Investment Earnings Or Losses | $5,262 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,252,462 | OtherExpendituresAmt |
| End Year Balance | $7,869,794 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,043,942 | BeginningYearBalanceAmt |
| Contributions | $3,876,931 | ContributionsAmt |
| Investment Earnings Or Losses | $388,551 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,187,743 | OtherExpendituresAmt |
| End Year Balance | $6,121,681 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,345,450 | BeginningYearBalanceAmt |
| Contributions | $4,277,965 | ContributionsAmt |
| Investment Earnings Or Losses | $70,677 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,650,150 | OtherExpendituresAmt |
| End Year Balance | $5,043,942 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.14400 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.85600 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (true) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (true) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,462,253 | OtherCostOrOtherBasisAmt |
| Book Value | $1,462,253 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,586,417 | OtherCostOrOtherBasisAmt |
| Depreciation | $854,571 | DepreciationAmt |
| Book Value | $731,846 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,117,888 | OtherCostOrOtherBasisAmt |
| Depreciation | $554,591 | DepreciationAmt |
| Book Value | $563,297 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $924,989 | OtherCostOrOtherBasisAmt |
| Depreciation | $638,423 | DepreciationAmt |
| Book Value | $286,566 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $580,670 | OtherCostOrOtherBasisAmt |
| Depreciation | $262,351 | DepreciationAmt |
| Book Value | $318,319 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,362,281 | TotalBookValueLandBuildingsAmt |
| Total Book Value Securities | $13,128,950 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OPERATING LEASE LIABILITY | Desc |
| Amt | $853,275 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $853,275 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $28,874,488 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $53,420 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $105,740 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $159,160 | RevenueNotReportedAmt |
| Revenue Subtotal | $28,715,328 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $4,947 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $4,947 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $28,720,275 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $13,388,940 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $105,740 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $105,740 | ExpensesNotReportedAmt |
| Expenses Subtotal | $13,283,200 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $4,947 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $4,947 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $13,288,147 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part X : FIN48 Footnote | FormAndLineReferenceDesc |
| Explanation | The Organization regularly assesses uncertain tax positions in each of the tax jurisdictions in which it has operations and accounts for the related financial statement implications. Unrecognized tax benefits are reported using the two-step approach under which tax effects of a position are recognized only if it is "more-likely-than-not" to be sustained and the amount of the tax benefit recognized is equal to the largest tax benefit that is greater than fifty percent likely of being realized upon ultimate settlement of the tax position. Determining the appropriate level of unrecognized tax benefits requires the Organization to exercise judgment regarding the uncertain application of tax law. The amount of unrecognized tax benefits is adjusted when information becomes available or when an event occurs indicating a change is appropriate. Future changes in unrecognized tax benefits requirements could have a material impact on the results of operations. The Organization is generally no longer subject to tax examinations relating to US federal tax returns for years prior to the year ended July 31, 2014. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WISE RESOURCE DEVELOPMENT | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 111936 | AddressLine1Txt |
| City | CARROLLTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75011 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | GRANT WRITING | ActivityTxt |
| Fundraiser Control Of Funds | false | FundraiserControlOfFundsInd |
| Gross Receipts | $4,051,067 | GrossReceiptsAmt |
| Retained By Contractor | $138,624 | RetainedByContractorAmt |
| Net To Organization | $3,912,443 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $4,051,067 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $138,624 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $3,912,443 | TotalNetToOrganizationAmt |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | WOMAN TO WOMAN | Event1Nm |
| Gross Receipts Event1 | $529,998 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $175,968 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $354,030 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $354,030 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $529,998 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $175,968 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $354,030 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $354,030 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $354,030 | DirectExpenseSummaryEventsAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (8 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| FOOD ASSISTANCE/DELIVERED MEALS | 7 | $66,793 |
| FURNITURE, HOUSHOLD GOODS, CLOTHING | 9 | $12,966 |
| TRANSPORTATION/CAR EXPENSES | 1 | $1,002 |
| HOME HEALTH SERVICE | 39 | $668,232 |
| MEDICATION AND PRESCRIPTION ASSIST. | 6 | $21,054 |
| RENT AND UTILITIES ASSISTANCE | 307 | $812,131 |
| SCHOLARS | 51 | $221,847 |
| HOUSEKEEPING SERVICES | 7 | $19,220 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Grantmaker's Description of How Grants are Used | FormAndLineReferenceDesc |
| Explanation | Jewish Family Service of Dallas, Inc. maintains records regarding who receives specific assistance and eligibility. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|
| CATHY BARKER | |||
| President & CEO | $262,633 | $12,256 | $274,889 |
| DEIZEL PEREZ SARTE | |||
| COO | $177,802 | $5,964 | $183,766 |
| STEVEN BROWN | |||
| CFO | $159,228 | $5,964 | $165,192 |
Schedule M IRS990ScheduleM
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $1,108,429 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 2 | Jewish Family Service (JFS) of Dallas has made a significant change by adding primary medical care. With the opening of our first community-based clinic, The Northpoint Health Center, JFS is now offering whole-person, whole-health care to the Greater Dallas community. The new Community Health Center provides primary healthcare for the entire family, ensuring that individuals of all ages have access to the medical care they need. To ensure affordability, income-based discounts are available for those that qualify. |
| Form 990, Part VI, Section B, Line 11b | A draft of the 990 is reviewed and approved by the Finance Committee of the Board and provided to all board members for review before filing. |
| Form 990, Part VI, Section B, Line 12c | All contracts and purchases are analyzed to determine whether there is any connection with a Board or staff member or their families. Such purchases, if greater than $750, are bid out to at least three vendors. The conflict of interest policy is incorporated in the Board and staff manuals, and is reviewed annually with the Board and staff. It is also part of the independent audit process. |
| Form 990, Part VI, Section B, Line 15a | The CEO reviews other officers and key employees compensation, and recommends the amount to budget. The budget is reviewed by the Finance Committee and ultimately approved by the Board. |
| Form 990, Part VI, Section B, Line 15b | The Board reviews financial resources available for compensation and compensation packages of comparable positions with similar organizations budgets. The Board President and Executive Committee review the information in an executive session and approve any adjustment to executive compensation packages. |
| Form 990, Part VI, Section C, Line 19 | Governing documents for Jewish Family Service of Dallas, Inc (JFS) are available for review at the administrative offices of JFS. In addition, the annual meeting is open to the public. An annual report is produced which includes financial information, and is distributed to donors and stakeholders and is available on the JFS website. |
| Amended Explanation | THIS RETURN IS BEING AMENDED TO CORRECT THE COMPENSATION AMOUNTS LISTED ON PART VII OF FORM 990. |
| FORM 990, PART VIII, INCOME FROM FUNDRAISING EVENT | THE net economic benefit from our fundraising events is calculated as follows:Contributions from fundraising events reported on Part VIII, line 1c $ 175,968Gross income from fundraising events reported on Part VIII, line 8a 354,030Less: Direct costs of events reported on part VIII, Line 8b (354,030) Net economic benefit of fundraising events $ 175,968 |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JFS THRIFT STORE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5402 ARAPAHO ROAD | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75252 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | THRIFT STORE | PrimaryActivitiesTxt |
| Legal Domicile State | TX | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JFS | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JFS OF GREATER DALLAS FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5402 ARAPAHO ROAD | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75248 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 320307257 | EIN |
| Primary Activities | SUPPORTING SERVICES | PrimaryActivitiesTxt |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 7 | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JFS OF GREATER DALLAS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | c | TransactionTypeTxt |
| Involved | $70,000 | InvolvedAmt |
| Method Of Amount Determination | CASH RECEIVED | MethodOfAmountDeterminationTxt |