JEWISH FAMILY SERVICE OF DALLAS INC DBA JEWISH FAMILY SERVICE (EIN 751992728) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1950

Legal Domicile

Principal Officer

CATHY BARKER

Phone

9724379950

Tax Period

2023-08-01 to 2024-07-31

JEWISH FAMILY SERVICE OF DALLAS INC DBA JEWISH FAMILY SERVICE, founded in 1950, is a mid-sized nonprofit in the Human Services sector that reported $28.7M in total revenue in fiscal year 2023. Revenue surged 89% from the prior year, signaling strong growth momentum. The organization ran a surplus of $15.4M, a strong 54% operating margin.

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $26,789,557

Program Service Revenue $1,005,433

Investment Income $307,670

Other Revenue $617,615

TOTAL REVENUE $28,720,275

Expense Breakdown

Grants Paid $2,428,843

Salaries & Benefits $7,078,183

Fundraising Expenses $1,351,700

Program Expenses $9,198,016

Other Expenses $3,642,497

TOTAL EXPENSES $13,288,147

Year-over-Year Comparison

	2023	2022	Change
Revenue	$28,720,275	$15,177,859	+0.9%
Expenses	$13,288,147	$11,002,411	+0.2%
Net Income	$15,432,128	$4,175,448	+2.7%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

117

Volunteers

950

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$623,847

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CATHY BARKER	President & CEO	50.00	Officer	$262,633	$12,256	$274,889
DEIZEL PEREZ SARTE	COO	40.00	Officer	$177,802	$5,964	$183,766
STEVEN BROWN	CFO	40.00	Officer	$159,228	$5,964	$165,192
SALLY GLEASON	CLINICAL ADMIN	40.00		$108,363	$6,593	$114,956
LEAH GUSKIN	DIR OF PHIL & COMM	40.00		$105,226	$6,593	$111,819
JULIE GOTHARD	CHAIR	1.00	Officer Director	$0	$0	$0
LOUISE MARGOLIS	CHAIR-ELECT	1.00	Officer Director	$0	$0	$0
ERIC GOLDBERG	PAST CHAIR	1.00	Officer Director	$0	$0	$0
RACHEL BIBLO BLOCK	Secretary	1.00	Officer Director	$0	$0	$0
SETH MARGOLIES	VICE CHAIR	1.00	Officer Director	$0	$0	$0
REBECCA BUELL	Treasurer	1.00	Officer Director	$0	$0	$0
STEVEN BERGER	VICE CHAIR	1.00	Officer Director	$0	$0	$0
ANDREW KAUFMAN	VICE CHAIR	1.00	Officer Director	$0	$0	$0
KAREN ANDERSON	Director	1.00	Director	$0	$0	$0
DON BROOKS	Director	1.00	Director	$0	$0	$0
GABRIELA DALFEN	Director	1.00	Director	$0	$0	$0
CAROLE GILMORE	Director	1.00	Director	$0	$0	$0
SHELLEY GLAZER	Director	1.00	Director	$0	$0	$0
JEFF HAGGARD	Director	1.00	Director	$0	$0	$0
JONATHAN HERSKOVITZ	Director	1.00	Director	$0	$0	$0
MICHAEL LANDGARTEN	Director	1.00	Director	$0	$0	$0
MONITA MOORE	Director	1.00	Director	$0	$0	$0
DAVID OLESKY	Director	1.00	Director	$0	$0	$0
MICHAEL SAKS	Director	1.00	Director	$0	$0	$0
ANDREW SILVER	Director	1.00	Director	$0	$0	$0
LINDSAY STENGLE CHANG	Director	1.00	Director	$0	$0	$0
EDUARDO TANUR	Director	1.00	Director	$0	$0	$0
BOB WEINFELD	Director	1.00	Director	$0	$0	$0
SIMMA WEISS	Director	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$28,720,275	$13,288,147	$33,571,217	$15,432,128
2024	$28,720,275	$13,288,147	$33,571,217	$15,432,128
2023	$15,177,859	$11,002,411	$16,997,778	$4,175,448
2022	$12,616,170	$12,202,487	$12,739,949	$413,683
2021	$15,593,252	$13,786,638	$12,707,796	$1,806,614
2020	$8,379,190	$8,376,833	$13,792,564	$2,357
2019	$8,250,984	$7,623,005	$10,272,204	$627,979
2018	$7,742,339	$7,453,709	$9,549,351	$288,630

JEWISH FAMILY SERVICE OF DALLAS INC DBA JEWISH FAMILY SERVICE