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LETTER FROM THE CHAIR
The Planning and Allocations (P&A) structure continues to positively evolve. Notwithstanding another year in which the annual campaign achieved record levels and allocable dollars were less, the P&A process was able to reallocate dollars consistent with the ascertained priorities of the community. The combination of the fine work of the Stewardship Committee in refining the financial reporting and fiduciary responsibility of the agencies and the more experienced composition of the five P&A Subcommittees enabled P&A to equitably allocate the dollars necessary for our agencies to continue meeting the ever-present needs of our community.

The process can only succeed when accompanied by the exceptional time, effort and commitment of the many committee volunteers and professional staff. My thanks and appreciation to all. It has been my privilege to work with the P&A process for the last three years, and I extend my best wishes to Marty Auerbach, the incoming chair.

Cordially,

Loren Weinstein

PLANNING PROCESS
Now in its second year of operation, the new Planning and Allocations (P&A) structure is comprised of a series of checks and balances.

To create committees that focused on more specific program areas. In prior years, there were two committees. One dealt with health and human services; the other dealt with “renaissance and renewal.” By defining the committees more narrowly, the P&A Committee was able to focus on specific needs.
To form subcommittees comprised of representatives of each agency by program area. By appointing agency/community members, who are concerned with those areas, along with Federation leadership, it created groupings knowledgeable in a given service area who were then able to assess needs and set priorities in that area.
To separate the financial needs of the agency from the program needs it serves. By creating the Stewardship Committee, the P&A Committee was able to utilize the financial expertise of committee members to help the agencies refine their reporting techniques. At the same time, it allowed the planning subcommittees to focus in on community needs and set priorities without being caught up in an agency’s financial status.
To bring together the findings of the planning subcommittees and the Stewardship Committee in order to make final recommendations on the allocation of funds. Representatives from each subcommittee were chosen to serve on the final Allocations Committee.

After being in place for two years, the P&A structure is currently being evaluated and refined in anticipation of 2005-2006 allocations.

The subcommittees met on a quarterly basis to discuss activities in their areas of expertise and determine any issues or special needs in an individual service area or agency.

Education Subcommittee
Nurturing Jewish education from birth to adulthood.
Akiba Academy of Dallas
Mesorah High School for Girls
Solomon Schechter Academy of Dallas
The Wise Academy
Yavneh Academy of Dallas
Jewish education department of the Federation

Senior Services Subcommittee
Enabling older adults to remain active and independent as long as possible and providing a continuum of care thereafter.
Jewish Community Center of Dallas
Jewish Family Service
The Legacy Senior Communities, Inc.

Jewish Life Subcommittee
Strengthening Jewish culture, history and practice within our community, and ensuring continuity of the Jewish future.
B’nai B’rith Youth Organization
Dallas Holocaust Museum
Dallas Jewish Historical Society
Dallas Kosher (Vaad Hakashrus of Dallas)
Jewish Community Center of Dallas
North Texas Regional Hillel

Social Services Subcommittee
Services to individuals and families in need of crisis intervention, counseling, vocational counseling, adoption services, financial assistance, as well as assisting people with disabilities, burial, resettlement and special needs.
Community Homes for Adults, Inc. (CHAI)
Jewish Children’s Regional Service
Jewish Community Center of Dallas
Jewish Family Service

Overseas Subcommittee
Supporting Jewish communities throughout the world, including the Federation’s Partnership with Israel (Partnership 2000 - P2K) community and birthright israel™ program.
United Jewish Communities
—The Jewish Agency for Israel (JAFI)
—Partnership with Israel (P2K)
—American Jewish Joint Distribution Committee (JDC)
—birthright israel™

STEWARDSHIP COMMITTEE
In order to understand each agency’s financial position and to ensure that the Federation is fulfilling its mandatory fiduciary duty to its donors, this committee meets quarterly to review the agencies’ financial statements and reports (Income Statements, Balance Sheets and Cash Flow Projection). The committee consists of 14 members and a chair, with each member representing a constituent or beneficiary agency and acting as a one-to-one liaison with that agency. The member becomes familiar with the function(s) and financial health of their assigned agency, perhaps attending the agency’s board meetings. The member is responsible for advising the larger committee of any challenges facing an agency with the expectation that, through this process, issues will be discovered in the early stages. This committee also provides important input into the allocations process.

ALLOCATIONS COMMITTEE
This committee consists of four representatives from the Stewardship Committee, three representatives from each of the five planning subcommittees, the P&A chair, the Federation president and president-elect. The Federation executive vice president and the director of planning and allocations will sit on the committee as ex-officio members. The committee takes the information gathered throughout the year and is responsible for making the final allocations recommendation to the Executive Committee and Board of Directors of the Federation.

EVALUATION COMMITTEE
This committee’s mandate is an evaluation of the planning and allocations process to ensure that the structure appropriately meets the needs of the community, the Federation and the agencies.

AD HOC COMMITTEE(S)
These committees will be formed on an as-needed basis should there be some indication from the Stewardship Committee or subcommittees that a serious issue exists. The issue could be centered around a particular agency or service need. Recommendations for the creation of such committees can also come from the community or other committees within the Federation structure.

JOINT GRANT REVIEW COMMITTEE
Together with the Dallas Jewish Community Foundation, the P&A department reviews grant proposals submitted by non-profit agencies seeking funding for pilot or one-time-only programs or capital projects. It is critical that the P&A department be an integral part of the grant review process. Based on the knowledge gained from the various subcommittees, the department is in an excellent position to make recommendations regarding special grant requests.

Jewish Community Center of Dallas (the J)
The mission of the J is to provide a Jewish community center where all Jews are welcome, further an appreciation and understanding of a shared Jewish heritage, strengthen Jewish family life, foster personal growth of its members – culturally, educationally, socially, recreationally, and civically – and contribute to the common good of the general community.

Jewish Family Service (JFS)
The JFS is a multi-faceted, nationally accredited social service and mental health agency whose mission is to assist in the maintenance and strengthening of Jewish family life in the Dallas community. A spectrum of programs are available to assist the family and individual members, including those with disabilities, to carry out their roles in a more effective and healthy manner.

LOCAL BENEFICIARY AGENCIES
SERVICE ORGANIZATIONS
B’nai B’rith Youth Organization (BBYO)
The BBYO’s goal is to help Jewish teens achieve personal growth and development. Teens participate in a variety of community service endeavors, conventions and leadership programs, as well as March of the Living.

Community Homes for Adults, Inc. (CHAI)
CHAI operates three group homes for mentally challenged adults that are fully licensed by the Texas Department of Human Services. They provide life-long food, shelter, daily living skills development, Jewish educational programs, medical supervision, vocational rehabilitation, personal counseling and case management services.

Dallas Jewish Historical Society (DJHS)
The DJHS is an independent communal service organization dedicated to the preservation of Dallas Jewish history and the promotion of research and education of Jewish history and culture. Located in the Aaron Family Jewish Community Center, the DJHS preserves the Jewish history of Dallas through collection of personal papers, business and organizational records, photographs, and family collections of lasting historic value.

Dallas Holocaust Museum (DHM)
The DHM has the mission of explaining the lessons of the Holocaust to the public and some 30,000 students annually. The museum, formerly located on the lower level of the Aaron Family Jewish Community Center, is moving to temporary quarters in downtown Dallas this fall, with plans for building a permanent facility within three to five years. In addition to being more accessible to the public, the new facility will allow DHM to more than double the number of students who visit each year.

Dallas Kosher (Vaad Hakashrus of Dallas)
Dallas Kosher seeks to preserve the Jewish dietary laws by standardizing and supervising kashruth in Dallas.

EDUCATION
Akiba Academy of Dallas
Akiba Academy is a modern Orthodox Jewish day school that combines intensive general studies with a Hebrew education for children, ages 18 months to eighth grade.

Solomon Schechter Academy of Dallas
Solomon Schechter Academy is a Jewish day school for children, ages 18 months to eighth grade, that reflects the philosophy of the Conservative Jewish movement.

The Wise Academy
The Wise Academy is a Jewish day school for children, kindergarten through grade six, and reflects the philosophy of the Reform Jewish movement.

Mesorah High School for Girls
Mesorah High School for Girls is in its second year as a Federation beneficiary and reflects the Orthodox school of Judaism for young women, grades nine through 12.

Yavneh Academy of Dallas
Yavneh Academy is a modern Orthodox co-educational community high school offering general studies and Jewish education to any academically qualified Jewish student, regardless of the level of home observance or denominational affiliation.

Jewish Education Scholarship Funds
Israel Experience Scholarship Fund allows young people who wish to travel to Israel, or participate in the trip of his/her choice such as Israel Teen Tour, March of Living, World Union of Jewish Students (WUJS), Garin Greene, Young Jewish Leadership Concepts, College Leadership Trip and Young Judea.

Jewish Education Community Conference Scholarship Fund is used to help educators from the community participate in professional growth opportunities.

Jewish Communal Service Scholarship Fund was established in 1994 by the Board of Directors of the Federation to assist local students in pursuing Jewish Communal Service (JCS) as a career at one of the five recognized master’s programs in JCS.

Teacher Training is a new approach to the expansion of the Jewish education department through training of teachers in all of the schools—day schools, synagogue schools and pre-schools. Seminars in areas such as learning differences will be offered and teacher/school incentives will be offered.

Marketing of Jewish education in general was a need that the Education Planning Subcommittee determined was not being met in our community. Day School Education contributes substantially to assuring our children’s future conformity as Jews. This initiative will not favor one school over another, but will market day school education as an important option to families in the community.

Jewish University Student Services (JUSS)
The Texas New Orleans Consortium consists of seven federations in Texas and Louisiana that provide funding for Hillels at universities within these two states. In June, the various federations that participate in the consortium met in Dallas to review budget requests and allocations for the 2004-05 fiscal year. Andrea Weinstein chaired the consortium. See Appendix V.

Coalition for the Advancement of Jewish Education (CAJE)
CAJE is the largest organization of North American Jewish educators, reaching across denominational and professional lines to bring together educators, rabbis, cantors, writers, artists, students and lay leaders to elevate the profile and level of Jewish education.

National Jewish Center for Learning and Leadership (CLAL)
Founded in 1974, CLAL assists Jewish leadership with the challenges of contemporary Jewish life. It is committed to educating and preparing Jewish leaders, both lay and professional; assuring continuity; and strengthening pluralism and unity within the Jewish community.

Jewish Children’s Regional Service (JCRS)
Providing financial assistance to Jewish children, teens and college students from the states of Alabama, Arkansas, Louisiana, Mississippi, Oklahoma, Tennessee and Texas, the JCRS has three major programs for scholarship aid: Jewish-sponsored overnight camp, undergraduate college degree and out-of-home care for dependent Jewish minors.

B’nai B’rith Youth Organization National (National BBYO)
BBYO is a youth-led, worldwide organization providing cultural, educational, social and leadership development programs to Jewish teenagers under the supervision of adult advisers and professional staff.

American Jewish Committee (AJC)
With a mission to fight bigotry and strengthen pluralism through intergroup alliances, the AJC is an active participant in public policy formulation at the local, state and national levels.

American Jewish Congress (AJCongress)
The AJCongress is dedicated to fighting all forms of discrimination, prejudice and inequality; maintaining the separation of church and state; promoting the welfare and security of the State of Israel; and enhancing Jewish culture and communal life throughout the world.

Anti-defamation League of B’nai B’rith (ADL)
Some of the issues in the historical involvement of ADL’s battle against prejudice, promotion of democratic ideals and strengthening of pluralism include: fact research; identification of anti-government extremist movements and hate crimes; activities in schools; education; Holocaust information; and the Nation of Islam, along with other anti-Semitic forums.

Jewish Labor Committee (JLC)
Founded in 1934 to enlist the support of American labor to combat Nazism and secure aid for the victims of Nazi persecution, today, the JLC acts as a bridge between the organized Jewish community and the American labor movement. Its community-relations mission includes strengthening the security of Israel, combating anti-Semitism, promoting respect for pluralism in American society, promoting Jewish identity and advocating public policies on issues of concern to the Jewish community.

Jewish War Veterans of the U.S.A. (JWV)
The JWV promotes the welfare of American Jewish veterans of foreign wars and combats anti-Semitism throughout the United States.

Religious Action Center of Reform Judaism (RAC)
Since 1961, the RAC has fused the American tradition of citizen action with the Jewish passion for social justice through advocating; building effective coalitions of interfaith, interracial and inter-groups in support of environmental and critical public interest issues; and preparing others to lead through nationally recognized educational programs.

INTERNATIONAL BENEFICIARY AGENCIES
United Jewish Communities (UJC) Core
The UJC is the largest single Jewish philanthropy in existence. UJC represents and serves North American Jewry’s primary fund-raising and service-providing agencies, a network of 189 Jewish federations and 400 independent communities. Federation dollars allocated to UJC are then allocated to the two main overseas partners, the Jewish Agency for Israel (JAFI) and the American Jewish Joint Distribution Committee (JDC). The UJC acts as the umbrella organization in support of a social service network unique in the world and that embraces ideals of justice, responsibility and community rooted in the 3,500 year-old tradition of caring that goes back to the giving of the Torah.

Jewish Agency for Israel (JAFI)
JAFI is the world’s major global Jewish partnership organization. Bringing together communities and organizations from around the world, with Israel as its central focal point, JAFI continues to make a major contribution to Israel’s remarkable progress and continues the fostering of Jewish unity, Jewish identity and the centrality of Israel, wherever Jews may be.

American Jewish Joint Distribution Committee (JDC)
JDC’s two-pronged approach to aiding Jews in distress by providing direct assistance to meet urgent needs or by helping those unable to help themselves enables individuals or communities to become self-sufficient once the initial emergency has passed. This includes rescuing Jews facing dire or imminent physical or political danger and providing relief in the form of food, medicines, or nursing care. While JDC operates in over 85 countries around the world, they have been active particularly in the Former Soviet Union (FSU) in recent years. JDC offers support to the elderly through food programs, medical equipment and medical consultations, along with a variety of services for the homebound.

Partnership with Israel (Partnership 2000 - P2K)
The partnership exists to forge new economic, cultural and educational ties between 13 U.S. Jewish communities within the UJC’s Midwest Consortium of communities and the Western Galilee of Israel. Partnership with Israel’s focus on the joint goals of developing Israel’s peripheries and intensifying Jewish identity is dedicated to funding programs jointly decided and implemented by the U.S. communities and their Israeli partners.

birthright israel™
The birthright israel™ program was created by a group of philanthropists, including Michael H. Steinhardt and UJC Chairman Charles R. Bronfman. The program provides a gift of roundtrip airfare and ten days of education programming and activities in Israel for Jewish students and young adults, ages 18 to 26, that have never before participated in an educational peer group trip to Israel.

CUBA
Cuba is a new addition to allocations, following a mission conducted by the Federation this year. The Dallas delegation had the opportunity to see the progress and needs of the Cuban Jewish community. One need that was specifically identified was the renovation of the Jewish Community Center in Camaguey. The group raised the funds needed and when the next group travels to Cuba this winter, they will see the results.

PLANNING SUMMARY
The P&A Committee was successfully able to take the recommendations of the Planning Subcommittees regarding priorities, as well as the evaluation of the Stewardship Committee regarding the financial capabilities of the agencies to arrive at the final allocations recommendations. These priorities (overseas, youth programs and day school education) are reflected in the final allocations.

This year, two individuals aided in the P&A process. Rabbi Ari Perl attended the P&A orientation meeting and helped construct a framework for the planning and allocations process through readings from the Torah. The Allocations Committee also had the assistance of Kathy Tokerud, a consultant who brought her ability to synthesize gathered material, separate feelings from concrete information and facilitate meaningful discussion so the committee could make decisions in a thoughtful, deliberative manner.

In order for a system to remain relevant, it must constantly undergo scrutiny and examination. As the new year begins, the P&A Committee remains open to change. In an effort to create a system that is responsive to the needs of the community in Dallas, nationally and internationally, the committee continues to seek the input of agency executives, community planning experts and committed leaders.

Appendix I - Summary of Revenue & Allocations

Appendix II
Allocation Percentages
$6,007,873 (Excluding the Com. Org. and Central Services $2,768,575)

Appendix V
South Central Regional Consortium for Jewish University Students -
by Campus Service Provider

South Central Regional Consortium for Jewish University Students -
by Federation

Appendix VI
Capital Campaign Operating Deficit Reserve Fund
Maximum Cash Draw Projection

TABLE OF CONTENTS
Letter from the Chair
Allocations Report Planning Process Committees Defined Summary of Revenue & Allocations Local Constituent Agencies Local Beneficiary Agencies National Beneficiary Agencies International Beneficiary Agencies	Appendices App. I: Summary of Revenue & Allocations App. II: Allocation Percentages App. III: Alloc. as % of Agency Budgets App. IV: Day School Formula App. V: JUSS Consortium App. VI: Capital Campaign Deficit Contingency Fund
Planning Summary	Committees and Staff

COMMITTEES
Allocations Committee Loren Weinstein, Chair Marty Auerbach, Vice Chair Arthur Altman Heidi Coretz Nat Cohen Bret Gerard Larry Glazer Fred Grunewald Marcy Helfand Carole Ann Hoppenstein Sandy Kaufman Florence Kramer Lisa R. Newman Lynda W. Newman Dr. Marvin Noble Marilyn Pailet David Radunsky Jeff Romick Larry Schoenbrun Howard Schultz David Stanley	Stewardship Committee Fred Grunewald, Chair David Auerbach Ken Bendalin Nat Cohen Deborah Fisher Gary Hoffman Larry Glazer Gary Hoffman Sandy Kaufman Carol Kreditor Pamela Kurtzman Sylvia Moskovitz Jay Pack
PLANNING SUBCOMMITTEES
Education David Radunsky, Chair Pam H. Fine Bret Gerard Carole Ann Hoppenstein Helen Kohn Carol Kreditor Dan Prescott Shelly Rosenberg Jaynie Schultz Peggy Tobolowsky	Senior Services Marilyn Pailet, Chair Fern Bruckner Heidi Coretz Barbara Donsky Gail Gilbert Harry Kabler Joel Litman Bert Romberg Jeff Romick Andrea Statman Arlene Steinfield
Jewish Life Howard Rubin, Chair Arthur Altman Roz Benjet Maureen Israelson Rick Lacher Lynda W. Newman Dr. Marvin Noble Marilyn Schaffer Phyllis Somer Renee Stanley Arnold Sweet	Social Services Marcy Helfand, Chair Carol Aaron Kyra Effren Fran Eisenberg Lizzy Greif Florence Kramer Lisa R. Newman Barry Rothschild
JCC/Federation Task Force Marty Auerbach Fred Grunewald Mike Hirsh James M. Hogue Jay Jacobs Sandy Kaufman Pamela Kurtzman Scott Miller Cindy Munn Stuart Prescott Buddy Rosenthal Larry Schoenbrun Jeff Seymour Barry Tenenholtz Loren Weinstein Gary Weinstein	Overseas Howard Schultz, Chair Sandy Bidner Ynette Hogue Joshua Kotamarti Buddy Rosenthal Larry Schoenbrun Jeff Seymour David Stanley Janice Sweet Barry Waranch Jay Kleinman, National Funding Council Representative Dr. Morris “Moe” Stein, JUSS Consortium Representative
STAFF Jewish Federation of Greater Dallas H. S. “Buddy” Rosenthal, President Gary Weinstein, Executive Vice President Harriett Hoffman, Associate Executive Vice President Sylvia Moskovitz, Assistant Executive Vice President Pamela Kurtzman, CFO Planning and Allocations Staff Sylvia Moskovitz, Planning and Allocations Director Deborah Fisher, Planning and Allocations Associate Barbara Boyd, Planning and Allocations Administrative Assistant