2022-07-14T16:01:39-05:00 2021-08-31 410746749 CLIFTONLARSONALLEN LLP 801 CHERRY ST SUITE 1400 FORT WORTH TX 76102 990 2020-09-01 750808797 JEWISH FEDERATION OF FORT WORTH & TARRANT COUNTY JEWI 8175690892 4049 KINGSRIDGE ROAD FORT WORTH TX 76109 BARRY ABELS EXECUTIVE DIRECTOR 8175690892 2022-07-14 1 BARRY ABELS 999009999 MICHAELA J CROMAR CPA P00895728 8178775000 2022-07-14 0 AAL1 IAL1 2020 2022-09-23 18:48:47Z BARRY ABELS 4049 KINGSRIDGE ROAD FORT WORTH TX 76109 11309696 0 X WWW.TARRANTFEDERATION.ORG X 1956 TX 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 PEOPLE IN TARRANT COUNTY, IN ISRAEL, AND THROUGHOUT THE WORLD. 35 35 11 100 0 0 1057727 1394705 30324 20810 482794 1217228 3300 444502 1574145 3077245 274524 520173 0 0 634915 711209 0 0 205861 742431 781719 1651870 2013101 -77725 1064144 17551859 20381921 865902 1329785 16685957 19052136 X 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. 0 0 680272 0 20810 JEWISH FAMILY SERVICES-PROVIDES COUNSELING, FAMILY ASSISTANCE; SENIORS AND RESETTLEMENT OF SOVIET JEWS IN THE UNITED STATES. 520173 520173 0 FUNDING FOR VARIOUS INTERNATIONAL, NATIONAL, AND LOCAL AGENCIES. 105925 0 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. 1306370 1 1 0 0 0 1 0 0 0 1 1 0 0 0 1 1 0 1 0 0 1 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 1 19 0 11 1 0 0 0 0 0 0 0 0 0 0 0 0 X 35 35 1 0 1 0 1 1 1 1 1 0 0 1 1 1 0 0 1 0 0 0 X HOWARD ROSENTHAL 8175690892 4049 KINGSRIDGE ROAD FORT WORTH TX 76109 TODD BLUMENFIELD PRESIDENT 5.00 0.00 X X 0 0 0 SANDRA HOLLANDER IMMEDIATE PAST PRESIDENT 5.00 0.00 X X 0 0 0 DIANE KLEINMAN IMMEDIATE PAST PRESIDENT 5.00 0.00 X X 0 0 0 ROBERT CHICOTSKY VP CAMPAIGN 1.00 0.00 X X 0 0 0 LINDA HOCHSTER VP CAMPAIGN 1.00 0.00 X X 0 0 0 CHERYL VISOSKY VP CAMPAIGN 1.00 0.00 X X 0 0 0 JOE MINTZ VP ADMINISTRATION 1.00 0.00 X X 0 0 0 JIM STANTON VP COMMUNITY RELATIONS 5.00 0.00 X X 0 0 0 CYNTHIA ALKON VP RISK MANAGEMENT 1.00 0.00 X X 0 0 0 MICHAEL BERKOWITZ VP RISK MANAGEMENT 1.00 0.00 X X 0 0 0 LISA REIN TREASURER 1.00 0.00 X X 0 0 0 JENNFIER LEVI SECRETARY 1.00 0.00 X X 0 0 0 MIKE HERMAN TREASURER/DIRECTOR 1.00 0.00 X X 0 0 0 LAJEAN STURMAN JFS CHAIR 1.00 0.00 X 0 0 0 JEFF HOCHSTER FOUNDATION CHAIR 1.00 0.00 X 0 0 0 DAVID EBERSTEIN PRESIDENTIAL APPOINTMENT 1.00 0.00 X 0 0 0 ALY HALPERN PRESIDENTIAL APPOINTMENT 1.00 0.00 X 0 0 0 DR ANDREW MILLER PRESIDENTIAL APPOINTMENT 1.00 0.00 X 0 0 0 RABBI ANDREW BLOOM DIRECTOR 1.00 0.00 X 0 0 0 JANE COHEN DIRECTOR 1.00 0.00 X 0 0 0 RABBI CHARLIE CYTRON-WALKER DIRECTOR 1.00 0.00 X 0 0 0 MARTY ENGLANDER DIRECTOR 1.00 0.00 X 0 0 0 NANCY FINFER DIRECTOR 1.00 0.00 X 0 0 0 BARRY GOLDFARB DIRECTOR 1.00 0.00 X 0 0 0 BLAKE HALPERN DIRECTOR 1.00 0.00 X 0 0 0 BEN HERMAN DIRECTOR 1.00 0.00 X 0 0 0 NOREEN HOUSTON DIRECTOR 1.00 0.00 X 0 0 0 STEVE KATTEN DIRECTOR 1.00 0.00 X 0 0 0 TAMARA LENHOFF DIRECTOR 1.00 0.00 X 0 0 0 RABBI DOV MANDEL DIRECTOR 1.00 0.00 X 0 0 0 DR GENE POSNOCK DIRECTOR 1.00 0.00 X 0 0 0 DANA ROSENSTEIN DIRECTOR 1.00 0.00 X 0 0 0 STEPHEN SCHWARTZ DIRECTOR 1.00 0.00 X 0 0 0 KAREN SILVERBERG DIRECTOR 1.00 0.00 X 0 0 0 JONATHAN SUDER DIRECTOR 1.00 0.00 X 0 0 0 RABBI BRIAN ZIMMERMAN DIRECTOR 1.00 0.00 X 0 0 0 REBECCA CRISTOL DIRECTOR 1.00 0.00 X 0 0 0 RUSS SCHULTZ PRESIDENTIAL APPOINTMENT 1.00 0.00 X 0 0 0 BARRY ABELS EXECUTIVE DIRECTOR 40.00 0.00 X 0 0 0 ROBERT GOLDBERG EXECUTIVE DIRECTOR (OUTGOIN) 40.00 1.00 X 136957 0 3861 CAROLE ROGERS JFS DIRECTOR 40.00 0.00 X 143314 0 4282 280271 0 8143 2 0 0 0 0 24500 119474 1250731 1394705 COUNSELING FEES 812900 20810 20810 20810 286200 286200 3770 0 3770 3770 3770 9151272 8220244 931028 931028 931028 1872 24500 12207 -10335 -10335 SETTLEMENT REVENUE 900099 450000 450000 MISCELLANEOUS 900099 1067 1067 451067 3077245 20810 0 1661730 269993 269993 250180 250180 121603 31885 44859 44859 505417 395036 24622 85759 33135 26427 1246 5462 51054 35060 5470 10524 145860 145860 122093 122093 80386 80386 41567 18773 18235 4559 932 35 897 39448 21271 7756 10421 55459 40915 7999 6545 5140 3676 805 659 17997 6299 6434 5264 25199 14616 5821 4762 23299 12303 6048 4948 PROGRAM EXPENDITURES 155346 155346 DUES & SUBSCRIPTIONS 20331 9039 5646 5646 REPAIRS AND MAINTENANCE 18234 8071 5590 4573 OTHER FUNDRAISING EXPEN 10983 10983 19445 7445 12000 2013101 1306370 500870 205861 372002 632309 1279195 340803 283572 5868 11111 722585 245441 488423 477144 15752112 17687893 592651 10697 17551859 20381921 42312 66306 50210 280143 0 34235 422922 292204 0 117989 350458 538908 865902 1329785 X 2395051 2746092 14290906 16306044 16685957 19052136 17551859 20381921 1064144 1703493 -401458 0 X 0 1 X 1 0 X 1211895 1369291 1268908 1057727 1394705 6302526 1211895 1369291 1268908 1057727 1394705 6302526 1289320 5013206 293323 544369 520372 468540 289970 2116574 451067 451067 8870167 51134 0.56520 0.61480 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5 25000 458716 0 0 16808467 154352 2871924 565314 19269429 16454962 40533 1045749 648245 84532 16808467 12348381 2103509 774100 460290 102430 14663270 717344 55950 71403 53692 7279 783726 664989 120 71008 14411 4362 717344 0.15380 0.03020 0.81600 0 1 0 94645 94645 470714 186041 284673 157226 59400 97826 477144 FUNDS HELD FOR OTHERS 245550 ACCRUED LIABILITIES 293358 538908 X PART V, LINE 4: THE ORGANIZATION'S ENDOWMENTS ARE RESTRICTED FOR THE FOLLOWING USES: DONOR ADVISED FUNDS; EDUCATION PROGRAMS; ISRAEL/OVERSEAS PROGRAMS; JEWISH FAMILY SERVICES PROGRAM; LEADERSHIP PROGRAMS; AND FUTURE OPERATIONS. PART X, LINE 2: THE ORGANIZATION IS A QUALIFIED NON-PROFIT ORGANIZATION AND IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE COED ("IRC") AND HAS NOT BEEN CLASSIFIED AS A PRIVATE FOUNDATION AS DEFINED IN THE IRC. INCOME GENERATED FROM ACTIVITIES UNRELATED TO THE ORGANIZATION'S EXEMPT PURPOSES IS SUBJECT TO TAX UNDER IRC SECTION 511. THE ORGANIZATION HAD NO UNRELATED BUSINESS INCOME FOR THE YEARS ENDED AUGUST 31, 2021 AND 2020. ACCORDINGLY, NO PROVISION HAS BEEN MADE FOR FEDERAL INCOME TAX IN THE CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION APPLIED THE PROVISIONS OF THE FINANCIAL ACCOUNTING STANDARDS BOARD ("FASB") ACCOUNTING STANDARDS CODIFICATION ("ASC") TOPIC 740 ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES TO THE CONSOLIDATED FINANCIAL STATEMENTS. UNDER ASC TOPIC 740 ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, AN ORGANIZATION MUST RECOGNIZE THE TAX BENEFIT ASSOCIATED WITH TAX POSITIONS TAKEN FOR TAX RETURN PURPOSES WHEN IT IS MORE-LIKELY-THAN-NOT THAT THE POSITION WILL BE SUSTAINED. THE ASC TOPIC ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES HAS NO IMPACT ON THE ORGANIZATION'S CONSOLIDATED FINANCE STATEMENTS. THE ORGANIZATION DOES NOT BELIEVE THERE ARE ANY UNRECOGNIZED TAX BENEFITS THAT SHOULD BE RECORDED. FOR THE YEARS ENDED AUGUST 31, 2021 OR 2020, THERE WERE NO INTEREST OR PENALTIES RECORDED OR INCLUDED IN THE STATEMENTS OF ACTIVITIES RELATED TO TAXES. THE ORGANIZATION IS STILL OPEN TO EXAMINATION BY TAXING AUTHORITIES FROM 2017 FORWARD. 1 MIDDLE EAST AND NORTH AFRICA 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION FOR GENERAL SUPPORT 250180 0 0 0 0 0 0 250180 0 250180 MIDDLE EAST AND NORTH AFRICA GENERAL SUPPORT 250180 WIRE 0 N/A CASH DISBURSMENT 1 0 0 0 0 0 0 0 PART I, LINE 2: GRANTS PROVIDED TO OTHER ORGANIZATIONS ARE ONLY MADE TO 501(C)(3) ORGANIZATIONS OR ITS FOREIGN EQUIVALENT. THE BOARD DOES NOT FEEL FURTHER MONITORING IS NECESSARY. PART III ACCOUNTING METHOD: ANNUAL CAMPAIGN KICK-OFF 26372 24500 1872 12207 26372 24500 1872 12207 12207 -10335 1 AHAVATH SHOLOM 4050 S HULEN STREET FORT WORTH TX 76109 750843182 501(C)(3) 8500 0 N/A N/A OPERATIONAL SUPPORT BETH-EL 4900 BRIARHAVEN ROAD FORT WORTH TX 76109 750989423 501(C)(3) 14500 0 N/A N/A OPERATIONAL SUPPORT JEWISH EDUCATION AGENCY 4050 S HULEN STREET FORT WORTH TX 76109 752833705 501(C)(3) 24000 0 N/A N/A OPERATIONAL SUPPORT JEWISH FEDERATIONS OF NORTH AMERICA 25 BROADWAY STE 1700 NEW YORK NY 10004 131624240 501(C)(3) 176000 0 N/A N/A OPERATIONAL SUPPORT CAMP IMPACT 1309 BRITTANY LANE ARLINGTON TX 76013 474372273 501(C)(3) 8000 0 N/A N/A OPERATIONAL SUPPORT 5 0 PART I, LINE 2: THE BOARD REVIEWS MONTHLY DETAILED REPORTS COVERING THE JEWISH FAMILY SERVICES PROGRAM AND THE ASSISTANCE PROVIDED. GRANTS PROVIDED TO OTHER ORGANIZATIONS ARE ONLY MADE TO 501(C)3 AND GOVERNMENTAL INSTITUTIONS. THE BOARD DOES NOT FEEL FURTHER MONITORING IS NECESSARY. FEDERATION LENDERS LLC LENDER 30415 FEDERATIONAL LENDERS IS AN LLC THAT WAS FORMED IN ORDER TO PROVIDE FINANCING FOR THE PURCHASE OF LAND AND CONSTRUCTION OF THE FEDERATION'S HEADQUARTERS IN FORT WORTH. DIANE KLEINMAN AND BARRY ABELS ARE THE MANAGERS OF FEDERATION LENDERS. 0 SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS (CONT): NEITHER IS A MEMBER OF THE LLC. THE LOAN WAS MADE IN 2005 FOR $410,000 AND THE BALANCE DUE TO FEDERATION LENDERS WAS $292,204.32 AT 8/31/21 DURING FISCAL YEAR 2020-2021, THE PRINCIPAL PAY-DOWN ON THE NOTE WAS $12.317.44 AND THE INTEREST EXPENSE PAID WAS $17,997.60. FORM 990, PART VI, SECTION A, LINE 1 THE EXECUTIVE COMMITTEE CONSISTS OF THE ELECTED OFFICERS OF THE BOARD. THE PRESIDENT MAY APPOINT OTHERS TO THE EXECUTIVE COMMITTEE BUT NONE WERE APPOINTED OR SERVING AT THE END OF THE TAX YEAR. THE EXECUTIVE COMMITTEE MEETS AT THE BEHEST OF THE PRESIDENT AND CAN MAKE RECOMMENDATIONS TO THE BOARD OF DIRECTORS FORM 990, PART VI, SECTION A, LINE 2 JEFFREY HOCHSTER AND LINDA HOCHSTER HAVE A FAMILY RELATIONSHIP. ALY HALPERN AND BLAKE HALPERN HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 4 IN JUN-2021, THE BYLAWS WERE AMENDED TO CHANGE WHO IS ELIGIBLE TO SERVE ON THE BOARD OF DIRECTORS TO INCLUDE ACTIVE DONORS WHO NOW LIVE OUTSIDE OF TARRANT COUNTY. THE FEDERATION CORRECTED CERTAIN WORDS AND PHRASES TO MAKE THEM CONSISTENT THROUGHOUT THE DOCUMENT AND CLARIFIED THE ROLE OF THE JEWISH FAMILY SERVICE COMMITTEE OF THE BOARD AND THE RELATIONSHIP OF THE JEWISH FAMILY SERVICE DIRECTOR TO THE EXECUTIVE DIRECTOR OF THE FEDERATION. FORM 990, PART VI, SECTION A, LINE 6 ANY MEMBER OF THE JEWISH COMMUNITY WHO IS A RESIDENT OF AND LIVES IN TARRANT COUNTY, IS AT LEAST 18, AND WHO PAYS A PLEDGE MAY BECOME A MEMBER OF THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 7A THE NOMINATING COMMITTEE NOMINATES DIRECTORS FOR THE MEMBERSHIP TO VOTE ON AT THE ANNUAL MEETING. MEMBERS ALSO ELECT THE OFFICERS AT THE ANNUAL MEETING FROM THE BOARD OF DIRECTORS. THE BOARD PRESIDENT MAY APPOINT THREE DIRECTORS FROM THE MEMBERSHIP. FORM 990, PART VI, SECTION A, LINE 7B THE BYLAWS MAY BE ALTERED, AMENDED OR REPEALED OR NEW BYLAWS MAY BE ADOPTED ONLY BY THE MEMBERS OF THE CORPORATION, AT ANY MEETING OF THE MEMBERS AT WHICH A QUORUM IS PRESENT, BY THE AFFIRMATIVE VOTE OF AT LEAST TWO-THIRDS OF THE MEMBERS PRESENT AT SUCH MEETING. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW PRIOR TO FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12 ALL MEMBERS OF THE BOARD OF DIRECTORS, OFFICERS, COMMITTEE MEMBERS, AND EMPLOYEES IN A POSITION OF INFLUENCE ANNUALLY REVIEW THE CONFLICT OF INTEREST POLICY AND REAFFIRM THEIR UNDERSTANDING AND COMPLIANCE WITH THE POLICY. OFFICERS, DIRECTORS, AND COMMITTEE MEMBERS ARE REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST AS SOON AS POSSIBLE SHOULD ONE ARISE TO THE PRESIDENT OF THE BOARD, WHILE STAFF REPORT TO THEIR IMMEDIATE SUPERVISOR. THE AFFECTED PERSON MUST THEN ABSTAIN FROM VOTING OR ACTING ON THE PARTICULAR ITEM, AND MUST ABSTAIN FROM PARTICIPATING IN OR ATTEMPTING TO INFLUENCE THE DECISION-MAKING PROCESS IN ANY WAY. THEY MAY PROVIDE RELEVANT FINANCIAL INFORMATION UPON REQUEST. ALL DISCLOSURES REPORTED IN THE ANNUAL MEETING AND ANY OTHER MEETING HELD BY THE BOARD OF DIRECTORS WILL BE REFLECTED IN THE MINUTES OF THE MEETING. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE SERVES AS THE PERSONNEL COMMITTEE AND CONDUCTS AN ANNUAL REVIEW OF THE EXECUTIVE DIRECTOR'S SALARY. RECOMMENDATIONS REGARDING SALARY INCREASES FOR OTHER EMPLOYEES ARE MADE BY THE EXECTIVE DIRECTOR AND THE PERSONNEL COMMITTEE TO THE FINANCE COMMITTEE BASED ON PERFORMANCE APPRAISALS AND COST OF LIVING ADJUSTMENTS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION PROVIDES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL INFORMATION TO THE PUBLIC AT ITS OFFICE AND UPON WRITTEN REQUEST. LOUIS H AND MADALYN B BARNETT FOUNDATION 4049 KINGSRIDGE ROAD FORT WORTH TX 76109 752152949 SUPPORTING MISSION OF THE JEWISH FEDERATION OF FORT WORTH TX 501(C)(3) LINE 12C, III-FI N/A 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0