GOLD2023

JEWISH FEDERATION OF GREATER DALLAS

#FedProud

Dallas, TX   |  www.jewishdallas.org
GuideStar Charity Check

JEWISH FEDERATION OF GREATER DALLAS

EIN: 75-0800654


Mission

To help ensure the continuity of a strong and vibrant Jewish community in Dallas, Israel, and throughout the world.

Ruling year info

1942

President and CEO

Igor Alterman

Main address

7800 Northaven Rd.

Dallas, TX 75230 USA

Show more contact info

EIN

75-0800654

Subject area info

Philanthropy and public policy

Foundations

Voluntarism

Nonprofits

Disaster relief

Population served info

Adults

Jewish people

NTEE code info

Fund Raising Organizations That Cross Categories includes Community Funds/Trusts and Federated Giving Programs) e.g. United Way (T70)

Programs and results

What we aim to solve

This profile needs more info.

If it is your nonprofit, add a problem overview.

Login and update

Our programs

SOURCE: Self-reported by organization

What are the organization's current programs, how do they measure success, and who do the programs serve?

Global and Local Impact and Allocations

1. Community relations and planning. Leadership development and education, resettlement.
2. Distributions and grants to other non-profit organizations.

Population(s) Served
Jewish people
Adults

Where we work

Our results

SOURCE: Self-reported by organization

How does this organization measure their results? It's a hard question but an important one.

Total dollar amount of grants awarded

This metric is no longer tracked.
Totals By Year
Population(s) Served

Adults

Related Program

Global and Local Impact and Allocations

Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Context Notes

All of our grants are made to partner agencies and organizations through our planning and board approved process.

Total number of grants awarded

This metric is no longer tracked.
Totals By Year
Population(s) Served

Adults

Related Program

Global and Local Impact and Allocations

Type of Metric

Output - describing our activities and reach

Direction of Success

Holding steady

Context Notes

Grants include core allocations, short and long term grants.

Number of donors retained

This metric is no longer tracked.
Totals By Year
Type of Metric

Input - describing resources we use

Direction of Success

Increasing

Number of new donors

This metric is no longer tracked.
Totals By Year
Type of Metric

Input - describing resources we use

Direction of Success

Holding steady

Context Notes

This is gross number of new or recuperated donors who had not given the year before.

Number of volunteers

This metric is no longer tracked.
Totals By Year
Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Number of organizational partners

This metric is no longer tracked.
Totals By Year
Related Program

Global and Local Impact and Allocations

Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Average number of dollars received per donor

This metric is no longer tracked.
Totals By Year
Type of Metric

Input - describing resources we use

Direction of Success

Holding steady

Goals & Strategy

SOURCE: Self-reported by organization

Learn about the organization's key goals, strategies, capabilities, and progress.

Charting impact

Four powerful questions that require reflection about what really matters - results.

The Jewish Federation of Greater Dallas hopes to achieve three goals over the next two years.

1) Increase the number of Jewish community members engaged in our organization and the community
2) Increase the dollars raised by the Jewish Federation of Greater Dallas
3) Increase and measure the impact of the Jewish Federation of Greater Dallas in our community.

In addition to our professional team, we are fortunate to have over 500 volunteers involved in the Federation. We are focused on enhancing the volunteer experience, improving our marketing and branding and continuing to work with our partner agencies to expand the number of people engaged in our community.

Through growing annual campaigns and strategic investments for growth, the Federation is well positioned to realize the potential of our rapidly expanding community. Our role as convener and as the central address for the Jewish community also serves our needs in order to achieve our goals.

Our campaign is growing steadily and consistently, and we have new volunteers. We are still working on increasing the number of lay leaders involved as thought partners, workers and stewards of relationships in our community. We have an active young adult division which is engaging the next generation and our leadership development programs are making strides for growth in the community by directly impacting leadership within our leadership boards of our partnering agencies.

Financials

JEWISH FEDERATION OF GREATER DALLAS
Fiscal year: Aug 01 - Jul 31
Financial documents
2022 Lance Yeaman
done  Yes, financials were audited by an independent accountant. info

Revenue vs. expenses:  breakdown

SOURCE: IRS Form 990 info
NET GAIN/LOSS:    in 
Note: When component data are not available, the graph displays the total Revenue and/or Expense values.

Liquidity in 2022 info

SOURCE: IRS Form 990

1.56

Average of 0.72 over 10 years

Months of cash in 2022 info

SOURCE: IRS Form 990

6.5

Average of 5.5 over 10 years

Fringe rate in 2022 info

SOURCE: IRS Form 990

15%

Average of 17% over 10 years

Funding sources info

Source: IRS Form 990

Assets & liabilities info

Source: IRS Form 990

Financial data

SOURCE: IRS Form 990

JEWISH FEDERATION OF GREATER DALLAS

Revenue & expenses

Fiscal Year: Aug 01 - Jul 31

SOURCE: IRS Form 990 info

Fiscal year ending: cloud_download Download Data

JEWISH FEDERATION OF GREATER DALLAS

Balance sheet

Fiscal Year: Aug 01 - Jul 31

SOURCE: IRS Form 990 info

The balance sheet gives a snapshot of the financial health of an organization at a particular point in time. An organization's total assets should generally exceed its total liabilities, or it cannot survive long, but the types of assets and liabilities must also be considered. For instance, an organization's current assets (cash, receivables, securities, etc.) should be sufficient to cover its current liabilities (payables, deferred revenue, current year loan, and note payments). Otherwise, the organization may face solvency problems. On the other hand, an organization whose cash and equivalents greatly exceed its current liabilities might not be putting its money to best use.

Fiscal year ending: cloud_download Download Data

JEWISH FEDERATION OF GREATER DALLAS

Financial trends analysis Glossary & formula definitions

Fiscal Year: Aug 01 - Jul 31

SOURCE: IRS Form 990 info

This snapshot of JEWISH FEDERATION OF GREATER DALLAS’s financial trends applies Nonprofit Finance Fund® analysis to data hosted by GuideStar. While it highlights the data that matter most, remember that context is key – numbers only tell part of any story.

Created in partnership with

Business model indicators

Profitability info 2018 2019 2020 2021 2022
Unrestricted surplus (deficit) before depreciation $167,749 -$24,315 $947,524 $2,275,368 $1,275,823
As % of expenses 1.5% -0.2% 9.2% 21.3% 11.9%
Unrestricted surplus (deficit) after depreciation $37,955 -$163,379 $749,988 $2,116,063 $1,057,104
As % of expenses 0.3% -1.4% 7.1% 19.5% 9.6%
Revenue composition info
Total revenue (unrestricted & restricted) $11,604,153 $11,661,062 $12,944,519 $11,762,815 $13,289,235
Total revenue, % change over prior year -1.9% 0.5% 11.0% -9.1% 13.0%
Program services revenue 0.0% 0.0% 0.0% 0.0% 0.0%
Membership dues 0.0% 0.0% 0.0% 0.0% 0.0%
Investment income 0.9% 1.3% 1.0% 0.8% 1.1%
Government grants 0.0% 0.0% 0.0% 0.0% 0.0%
All other grants and contributions 98.9% 98.7% 99.1% 97.9% 95.6%
Other revenue 0.2% 0.0% -0.1% 1.3% 3.3%
Expense composition info
Total expenses before depreciation $11,450,215 $11,295,437 $10,296,207 $10,668,024 $10,745,132
Total expenses, % change over prior year 6.0% -1.4% -8.8% 3.6% 0.7%
Personnel 26.7% 27.6% 28.6% 30.2% 28.1%
Professional fees 0.4% 0.5% 0.5% 0.5% 5.4%
Occupancy 1.7% 1.9% 3.7% 1.8% 3.2%
Interest 0.0% 0.0% 0.0% 0.0% 0.0%
Pass-through 48.9% 48.1% 52.2% 53.0% 49.7%
All other expenses 22.2% 21.9% 15.0% 14.5% 13.6%
Full cost components (estimated) info 2018 2019 2020 2021 2022
Total expenses (after depreciation) $11,580,009 $11,434,501 $10,493,743 $10,827,329 $10,963,851
One month of savings $954,185 $941,286 $858,017 $889,002 $895,428
Debt principal payment $0 $0 $0 $0 $250,000
Fixed asset additions $0 $0 $214,513 $751,188 $0
Total full costs (estimated) $12,534,194 $12,375,787 $11,566,273 $12,467,519 $12,109,279

Capital structure indicators

Liquidity info 2018 2019 2020 2021 2022
Months of cash 4.6 4.1 6.8 6.4 6.5
Months of cash and investments 4.7 4.4 7.1 13.7 13.5
Months of estimated liquid unrestricted net assets 3.8 3.7 4.9 6.5 7.8
Balance sheet composition info 2018 2019 2020 2021 2022
Cash $4,377,369 $3,826,721 $5,875,036 $5,677,619 $5,844,789
Investments $92,534 $290,458 $249,888 $6,463,275 $6,263,901
Receivables $4,902,396 $4,909,241 $5,410,469 $4,431,133 $5,808,828
Gross land, buildings, equipment (LBE) $2,177,540 $2,239,085 $2,232,834 $2,902,750 $2,950,171
Accumulated depreciation (as a % of LBE) 60.7% 64.9% 64.0% 51.9% 58.5%
Liabilities (as a % of assets) 66.3% 64.9% 56.7% 48.5% 40.3%
Unrestricted net assets $4,454,052 $4,290,673 $5,040,661 $7,156,724 $8,213,828
Temporarily restricted net assets $311,441 $590,459 N/A N/A N/A
Permanently restricted net assets $0 $0 N/A N/A N/A
Total restricted net assets $311,441 $590,459 $2,401,711 $2,133,338 $3,287,056
Total net assets $4,765,493 $4,881,132 $7,442,372 $9,290,062 $11,500,884

Key data checks

Key data checks info 2018 2019 2020 2021 2022
Material data errors No No No No No

Operations

The people, governance practices, and partners that make the organization tick.

Documents
Letter of Determination is not available for this organization
Form 1023/1024 is not available for this organization

President and CEO

Igor Alterman

Number of employees

Source: IRS Form 990

JEWISH FEDERATION OF GREATER DALLAS

Officers, directors, trustees, and key employees

SOURCE: IRS Form 990

Compensation
Other
Related
Show data for fiscal year
Compensation data
Download up to 5 most recent years of officer and director compensation data for this organization

JEWISH FEDERATION OF GREATER DALLAS

Highest paid employees

SOURCE: IRS Form 990

Compensation
Other
Related
Show data for fiscal year
Compensation data
Download up to 5 most recent years of highest paid employee data for this organization

JEWISH FEDERATION OF GREATER DALLAS

Board of directors
as of 11/22/2023
SOURCE: Self-reported by organization
Board of directors data
Download the most recent year of board of directors data for this organization
Board chair

Dot Haymann

Board leadership practices

SOURCE: Self-reported by organization

GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section.

  • Board orientation and education
    Does the board conduct a formal orientation for new board members and require all board members to sign a written agreement regarding their roles, responsibilities, and expectations? Yes
  • CEO oversight
    Has the board conducted a formal, written assessment of the chief executive within the past year ? Yes
  • Ethics and transparency
    Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements in the past year? Yes
  • Board composition
    Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership? Yes
  • Board performance
    Has the board conducted a formal, written self-assessment of its performance within the past three years? Yes

Organizational demographics

SOURCE: Self-reported; last updated 11/22/2023

Who works and leads organizations that serve our diverse communities? Candid partnered with CHANGE Philanthropy on this demographic section.

Leadership

The organization's leader identifies as:

Race & ethnicity
Decline to state
Sexual orientation
Decline to state
Disability status
Decline to state

Race & ethnicity

No data

Gender identity

No data

Transgender Identity

No data

Sexual orientation

No data

Disability

No data