2024-05-13T18:28:39-05:00 2023-06-30 910189318 MOSS ADAMS LLP 101 SECOND STREET SUITE 900 SAN FRANCISCO CA 94105 990 2022-07-01 941156528 JEWISH FAMILY AND CHILDREN'S SERVICES JEWI 4154491200 PO BOX 159004 SAN FRANCISCO CA 94115 JONATHAN ZIMMAN CHIEF FINANCIAL OFFICER 4154491200 2024-05-08 1 JONATHAN ZIMMAN 999009999 0 MICHAEL LUMSDEN P01262236 4159561500 2024-05-08 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z DR ANITA FRIEDMAN PO BOX 159004 SAN FRANCISCO CA 94115 149361632 0 X WWW.JFCS.ORG X 1850 CA JEWISH FAMILY AND CHILDREN'S SERVICES (JFCS) HAS BEEN SERVING RESIDENTS OF SAN FRANCISCO, THE PENINSULA, MARIN, AND SONOMA COUNTIES SINCE IT WAS FOUNDED IN 1850. GUIDED BY THE JEWISH VALUES OF TZEDAKAH AND TIKUN OLAM, SOCIAL JUSTICE AND REPAIRING THE WORLD, JFCS IS THE OLDEST NON-PROFIT WEST OF THE MISSISSIPPI RIVER, AND ONE OF THE LARGEST FAMILY SERVICES ORGANIZATIONS IN THE UNITED STATES, SERVING OVER 120,000 PEOPLE ANNUALLY. JFCS' MISSION IS TO PROVIDE PROFESSIONAL AND VOLUNTEER SERVICES FOR THE PURPOSES OF DEVELOPING, RESTORING, AND MAINTAINING THE COMPETENCY OF FAMILIES AND INDIVIDUALS OF ALL AGES WHILE EMPHASIZING INTER-GENERATIONAL TIES AND COMMUNITY RESPONSIBILITY. IN FURTHERANCE OF ITS MISSION, JFCS PROVIDES HIGH-QUALITY, RESEARCH-BASED SOCIAL SERVICES, THERAPEUTIC RESOURCES, AND EDUCATIONAL PROGRAMS FOR PEOPLE OF ALL AGES, FAITHS, AND BACKGROUNDS. 29 29 642 2209 0 0 37521417 72299414 12000592 10937573 1865885 1862963 312492 126790 51700386 85226740 3839048 5172778 0 0 28784585 30855649 0 0 2903077 8668156 10725427 41291789 46753854 10408597 38472886 104778549 147367958 22725112 24030094 82053437 123337864 X JEWISH FAMILY AND CHILDREN'S SERVICES EXISTS TO PROVIDE PROFESSIONAL AND VOLUNTEER SERVICES FOR THE PURPOSES OF DEVELOPING, RESTORING, AND MAINTAINING THE COMPETENCY OF FAMILIES AND INDIVIDUALS OF ALL AGES.TRADITIONALLY, JEWISH FAMILY AND CHILDREN'S AGENCIES CARRY A SPECIAL RESPONSIBILITY WITHIN THE JEWISH COMMUNITY FOR REACHING OUT TO CHILDREN, THE AGED, THE ALIENATED AND THE DEPENDENT, AND FOR THE RESETTLEMENT AND ACCULTURATION OF REFUGEES AND IMMIGRANTS.AS PART OF THE NETWORK OF JEWISH COMMUNITY SERVICES, THE AGENCY HELPS PROMOTE JEWISH CONTINUITY THROUGH THE PROVISION OF PREVENTIVE, EDUCATIONAL, THERAPEUTIC, AND SUPPORTIVE SERVICES, WITHIN THE CONTEXT OF HISTORIC JEWISH VALUES, EMPHASIZING INTER-GENERATIONAL TIES AND COMMUNITY RESPONSIBILITY. 0 0 22799804 3588651 6149776 OLDER ADULTS: JFCS HELPS OLDER ADULTS TO LIVE INDEPENDENTLY THROUGH ITS AWARD-WINNING SENIORS AT HOME PROGRAM, WHICH INCLUDES HOME CARE SERVICES, DEMENTIA CARE, PALLIATIVE AND END-OF-LIFE CARE, CARE MANAGEMENT, HEALTHCARE ADVOCACY, SUPPORT FOR HOLOCAUST SURVIVORS, COUNSELING, ADULT DAY HEALTH CARE, MEAL DELIVERY, FIDUCIARY SERVICES, AND OTHER PRACTICAL AND SPIRITUAL SUPPORT SERVICES. 8929621 479633 2108682 CHILDREN AND FAMILIES: THROUGH THE CENTER FOR CHILDREN AND YOUTH, JFCS IMPROVES THE LIVES OF CHILDREN AND FAMILIES BY PROVIDING A RANGE OF CLINICAL MENTAL HEALTH SERVICES FOR CHILDREN AND TEENS, PARENT COACHING AND EDUCATION PROGRAMS, TRAINING FOR CHILD DEVELOPMENT PROFESSIONALS, AND PUBLIC POLICY ADVOCACY. JFCS ALSO HELPS FAMILIES THROUGH ITS ADOPTION AGENCY, HOUSING AND ADVOCACY PROGRAMS, FINANCIAL ADVICE AND ASSISTANCE SERVICES, AND YOUTH EDUCATIONAL AND MENTORING PROGRAMS. 4394878 851299 2003218 EMIGRES: JFCS PROVIDES SUPPORT TO THOSE WHO HAVE IMMIGRATED TO THE BAY AREA TO ACCULTURATE TO THEIR NEW LIVES BY OFFERING LEGAL SERVICES, CITIZENSHIP CLASSES, COUNSELING, LOANS AND GRANTS, AND OTHER SUPPORT SERVICES. 3440289 253195 675897 ADULTS: JFCS OFFERS SERVICES TO ADULTS THROUGH ITS FINANCIAL ASSISTANCE AND SMALL BUSINESS LOAN PROGRAM, COMMUNITY EDUCATION PROGRAMS, COUNSELING, CASE MANAGEMENT, SPIRITUAL CARE, BEREAVEMENT AND HEALING PROGRAM, DISABILITY SERVICES PROGRAM, AND OTHER PRACTICAL AND EMOTIONAL SUPPORT SERVICES. 3440289 253195 675897 39564592 1 1 0 0 0 1 0 0 0 1 1 1 0 0 1 1 1 0 0 0 1 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 148 0 1 642 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 29 29 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X JONATHAN ZIMMAN 4154491200 2150 POST STREET SAN FRANCISCO CA 94115 DOUG WINTHROP PRESIDENT 2.00 X X 0 0 0 DAVID DOSSETTER VICE PRESIDENT 2.00 X X 0 0 0 DAVID KREMER VICE PRESIDENT 2.00 X X 0 0 0 KERRI LEHMANN VICE PRESIDENT 2.00 X X 0 0 0 MICHAEL ROLNICK VICE PRESIDENT 2.00 X X 0 0 0 DAVID KIACHKO TREASURER 2.00 X X 0 0 0 STEVEN FEINBERG VICE TREASURER 2.00 X X 0 0 0 ALEX INGERSOLL SECRETARY 2.00 X X 0 0 0 VALLI BENESCH DIRECTOR 2.00 X 0 0 0 ROBERT BLUM DIRECTOR 2.00 X 0 0 0 KATHY FIELDS MD DIRECTOR 2.00 X 0 0 0 ZHENYA FRIEDMAN DIRECTOR 2.00 X 0 0 0 CARL GRUNFELD MD DIRECTOR 2.00 X 0 0 0 SCOTT HABER DIRECTOR 2.00 X 0 0 0 ODED HERMONI DIRECTOR 2.00 X 0 0 0 ANDY HESS DIRECTOR 2.00 X 0 0 0 JEFF HYMAN DIRECTOR 2.00 X 0 0 0 ROBERT KAUFMAN DIRECTOR 2.00 X 0 0 0 NATACHA KOLB DIRECTOR 2.00 X 0 0 0 LISA STONE PRITZKER DIRECTOR 2.00 X 0 0 0 GARRY RAYANT DDS DIRECTOR 2.00 X 0 0 0 LAURA ROBBIN DIRECTOR 2.00 X 0 0 0 ROBERT ROSNER DIRECTOR (THROUGH 3/2023) 2.00 X 0 0 0 SANDRO SHMUNIS DIRECTOR 2.00 X 0 0 0 LYDIA SHORENSTEIN DIRECTOR 2.00 X 0 0 0 DEBORAH STADTNER DIRECTOR 2.00 X 0 0 0 JACQUELINE NEUWIRTH SWIRE DIRECTOR 2.00 X 0 0 0 LUBA TROYANOVSKY DIRECTOR 2.00 X 0 0 0 ALEX VARUM DIRECTOR 2.00 X 0 0 0 MITCH WAXMAN DIRECTOR 2.00 X 0 0 0 DR ANITA FRIEDMAN EXECUTIVE DIRECTOR 45.00 X 700255 0 42700 JONATHAN F ZIMMAN CHIEF FINANCIAL OFFICER 45.00 X 274238 0 22081 NANCY G MASTERS ASSOCIATE EXECUTIVE DIRECTOR 45.00 X 244977 0 19944 BARBARA A FARBER DIRECTOR OF DEVELOPMENT 45.00 X 229462 0 18336 CATHERINE M FLANNERY NEUROLOGIST 45.00 X 200592 0 16047 BRUCE FELDSTEIN DIRECTOR OF CHAPLAINCY SERVICE 45.00 X 197346 0 16036 STACY A RACKUSIN DEPUTY DIRECTOR OF DEVELOPMENT 45.00 X 188732 0 14148 RAN MALOOL DIRECTOR OF FACILITIES & OPERATIONS 45.00 X 168864 0 0 KEVIN CHOW CONTROLLER 45.00 X 167626 0 13500 2372092 0 162792 41 0 1 0 XANTRION PO BOX 459106 ALAMEDA CA 94501 IT SERVICES 780684 CLEANERIFIC LLC PO BOX 210296 SAN FRANCISCO CA 94121 JANITORIAL SERVICES 416815 RUSSIAN RENAISSANCE RESTAURANT 5241 GEARY BLVD SAN FRANCISCO CA 94118 CATERING SERVICES 340050 UNITRANS 236 WEST PORTAL AVENUE 774 SAN FRANCISCO CA 94127 TRANSPORTATION SERVICES 317928 HOMEPLUS CAREGIVERS 809 LAUREL STREET SUITE 1172 SAN CARLOS CA 94070 HOMECARE SERVICES 294875 25 19420474 52878940 1896064 72299414 PROGRAM SERVICE FEES 624100 10931855 10931855 PROGRAM LOAN INTEREST INCOME 624100 5718 5718 10937573 1837471 1837471 413593 320905 92688 92688 92688 63839479 63811254 2733 28225 -2733 25492 25492 MISCELLANEOUS INCOME 624100 34102 34102 34102 85226740 10937573 0 1989753 1022865 1022865 4149913 4149913 1400271 196511 974408 229352 23519468 20817888 1175979 1525601 1174548 866810 181687 126051 2402039 2196140 72784 133115 2359323 2059665 142290 157368 126135 126135 130500 130500 254032 254032 2980167 2449319 159221 371627 638574 599761 2609 36204 843794 631433 76654 135707 174124 144402 9929 19793 1295077 1161206 54605 79266 486146 481528 2603 2015 609028 302331 298110 8587 281478 281478 1451310 1358877 40934 51499 302955 193955 100938 8062 BAD DEBT 534179 384179 150000 EQUIPMENT RENTAL & MAIN 258833 247614 4975 6244 RECRUITMENT 209240 196073 3694 9473 DUES 40810 14181 25682 947 109045 89941 16938 2166 46753854 39564592 4286185 2903077 1526748 1315475 9137590 30178214 2170471 2213167 6810 15240 525878 590921 53058749 21173159 21423711 31885590 59973252 67616889 9310951 10510022 492310 651951 210828 2390489 104778549 147367958 7073393 6769004 282105 475616 10583718 9871364 4785896 6914110 22725112 24030094 X 21650239 33344374 60403198 89993490 82053437 123337864 104778549 147367958 X 38472886 2505778 305763 X 0 1 X 1 0 X 21028592 25607419 49096046 37521417 72299414 205552888 21028592 25607419 49096046 37521417 72299414 205552888 73164902 132387986 1226219 1270489 1367234 2054822 2251064 8169828 37928 42943 20359 229564 34102 364896 214087612 66129537 0.61840 0.69820 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 40 0 2064460 0 619811 0 13829459 0 1 1 42823555 7385794 3376893 94461 2633181 63672 50794928 48370384 1695805 -5739395 1503239 42823555 39507905 1773991 8642042 1553554 48370384 39061776 1638574 516654 1262959 39954045 36549232 1644868 2178879 1311203 39061776 0.00000 1.00000 0.00000 0 0 11146983 11146983 30815616 13490672 17324944 2632001 2042458 589543 7229192 5545986 1683206 1234957 94043 1140914 31885590 PRIVATE EQUITY FUNDS 2331142 F FUND OF FUNDS 8178880 F 10510022 LIABILITIES UNDER SPLIT-INTEREST AGREEMENTS, NET 4719129 LEASE LIABILITIES - OPERATING 1933741 LEASE LIABILITIES - FINANCE 261240 6914110 X 88544785 2505778 757803 305763 3569344 84975441 254032 -2733 251299 85226740 47260358 757803 2733 760536 46499822 254032 254032 46753854 PART V, LINE 4: THE JEWISH FAMILY AND CHILDREN'S SERVICES ENDOWMENT CONSISTS OF MORE THAN 408 DONOR-RESTRICTED FUNDS WHICH HAVE BEEN ESTABLISHED TO PROVIDE ONGOING SUPPORT FOR THE MISSION OF THE ORGANIZATION. DONOR RESTRICTED FUNDS ARE DESIGNATED TO PROVIDED FUNDING FOR VARIOUS PROGRAMS OR TO SUPPORT THE OVERALL MISSION OF THE ORGANIZATION. THE BOARD OF DIRECTORS OF THE ORGANIZATION HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ARE INTENDED TO PROVIDE A PREDICTABLE STREAM OF FUNDING FROM THE ENDOWMENT IN PERPETUITY. PART X, LINE 2: JFCS IS ORGANIZED AS A NOT-FOR-PROFIT ORGANIZATION EXEMPT FROM INCOME TAX UNDER PROVISIONS OF INTERNAL REVENUE CODE SECTION 501(C)(3) AND CALIFORNIA REVENUE AND TAXATION CODE SECTION 23701D. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY JFCS, AND HAS CONCLUDED THAT, AS OF JUNE 30, 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. JFCS IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 305,763. PART XI, LINE 4B - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF FIXED ASSETS -2,733. PART XII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF FIXED ASSETS 2,733. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 8178880 0 0 0 0 0 0 8178880 0 8178880 0 0 1 0 0 0 PART III ACCOUNTING METHOD: 1 ISRAAID US GLOBAL HUMANITARIAN ASSISTANCE INC PO BOX 61227 PALO ALTO CA 94306 462118225 501(C)(3) 150000 0 PROGRAM SUPPORT PEF ISRAEL ENDOWMENT FUNDS INC 630 THIRD AVENUE 15TH FLOOR NEW YORK NY 100176745 136104086 501(C)(3) 100000 0 PROGRAM SUPPORT JEWISH COMMUNITY FEDERATION OF SAN FRANCISCO THE PENINSULA MARIN & SONOMA 121 STEUART STREET SAN FRANCISCO CA 94105 941156533 501(C)(3) 65400 0 PROGRAM SUPPORT JEWISH PARTISAN EDUCATIONAL FOUNDATION 2266 CALIFORNIA STREET SAN FRANCISCO CA 94115 943372616 501(C)(3) 60000 0 PROGRAM SUPPORT REDBUD RESOURCE GROUP 1500 VALLEY HOUSE DRIVE 210 ROHNERT PARK CA 94928 851919822 501(C)(3) 49200 0 PROGRAM SUPPORT ARMENIAN HERITAGE MUSEUM 2423 TOWNSHIP HIGHWAY 220 BLOOMINGDALE OH 43910 352356227 501(C)(3) 40000 0 PROGRAM SUPPORT FACING HISTORY & OURSELVES - OAKLAND 300 FRANK H OGAWA PLAZA 269 OAKLAND CA 94612 042761636 501(C)(3) 36000 0 PROGRAM SUPPORT JEWISH FAMILY SERVICES OF SILICON VALLEY 14855 OKA ROAD LOS GATOS CA 95032 942536452 501(C)(3) 28220 0 PROGRAM SUPPORT ANTI-DEFAMATION LEAGUE 605 THIRD AVENUE NEW YORK NY 101583560 131818723 501(C)(3) 25000 0 PROGRAM SUPPORT USC SHOAH FOUNDATION INSTITUTE 620 USC MCCARTHY WAY LOS ANGELES CA 90007 951642394 501(C)(3) 25000 0 PROGRAM SUPPORT HOLOCAUST MUSEUM LA 100 THE GROVE DRIVE LOS ANGELES CA 90036 460503824 501(C)(3) 24944 0 PROGRAM SUPPORT CENTRAL VALLEY HOLOCAUST EDUCATORS' NETWORK PO BOX 601165 SACRAMENTO CA 95860 270975708 501(C)(3) 23900 0 PROGRAM SUPPORT DORIS DILLON SCHOOL IN CAMBODIA 1021 MT DARWIN DRIVE SAN JOSE CA 95120 471509301 501(C)(3) 23378 0 PROGRAM SUPPORT SIMON WIESENTHAL CENTER 1399 SOUTH ROXBURY DRIVE LOS ANGELES CA 90035 953964928 501(C)(3) 21878 0 PROGRAM SUPPORT AMERICAN FRIENDS OF TEL AVIV UNIVERSITY INC 8 WEST 40TH STREET FLOOR 8 NEW YORK NY 10018 131996126 501(C)(3) 22000 0 PROGRAM SUPPORT JEWISH FAMILY AND COMMUNITY SERVICES EAST BAY 2484 SHATTUCK AVENUE 210 BERKELEY CA 94704 943250304 501(C)(3) 25000 0 PROGRAM SUPPORT AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC 125 BROAD STREET 18TH FLOOR NEW YORK NY 10004 940279770 501(C)(3) 21000 0 PROGRAM SUPPORT INTERNATIONAL RESCUE COMMITTEE PO BOX 6068 ALBERT LEA MN 56007 135660870 501(C)(3) 20000 0 PROGRAM SUPPORT WORKING AMERICA EDUCATION FUND 815 16TH NW WASHINGTON DC 20006 202035052 501(C)(3) 20000 0 PROGRAM SUPPORT WORLD CENTRAL KITCHEN PO BOX 96538 WASHINGTON DC 20090 273521132 501(C)(3) 20000 0 PROGRAM SUPPORT PLANNED PARENTHOOD FEDERATION OF AMERICA 123 WILLIAM STREET 10TH FLOOR NEW YORK NY 10273 131644147 501(C)(3) 10500 0 PROGRAM SUPPORT AMERICANS FOR BEN-GURION UNIVERSITY PO BOX 7410310 CHICAGO IL 60674 237270753 501(C)(3) 10000 0 PROGRAM SUPPORT JIMENA PO BOX 6872 SAN RAFAEL CA 94903 262893844 501(C)(3) 10000 0 PROGRAM SUPPORT NEW VENTURE FUND 1828 L ST NW SUITE 300-A WASHINGTON DC 20036 205806345 501(C)(3) 10000 0 PROGRAM SUPPORT STATE LEADERSHIP PROJECT PO BOX 223 RALEIGH NC 27602 834006980 501(C)(3) 10000 0 PROGRAM SUPPORT THE CENTER FOR PUBLIC INTEGRITY 910 17TH STREET NW SUITE 1030 WASHINGTON DC 20006 541512177 501(C)(3) 10000 0 PROGRAM SUPPORT THE VOTER PARTICIPATION CENTER 1707 L STREET NW SUITE 700 WASHINGTON DC 20036 550889748 501(C)(3) 10000 0 PROGRAM SUPPORT CONARD HOUSE 1385 MISSION STREET 200 SAN FRANCISCO CA 94103 941489356 501(C)(3) 8500 0 PROGRAM SUPPORT SAN FRANCISCO SPCA PO BOX 410490 SAN FRANCISCO CA 94141 940836580 501(C)(3) 6750 0 PROGRAM SUPPORT UCSF FOUNDATION 2001 THE EMBARCADERO SAN FRANCISCO CA 94133 942829914 501(C)(3) 6000 0 PROGRAM SUPPORT 30 0 ASSISTANCE TO ADULTS 594 113293 ASSISTANCE TO CHILDREN AND FAMILIES 96 108068 ASSISTANCE TO OLDER ADULTS 966 3209351 AID TO EMIGRES 469 701299 OTHERS 6 17902 PART I, LINE 2: ALL THE GRANT FUNDS THAT JFCS RECEIVES ARE OVERSEEN BY OUR DEVELOPMENT DEPARTMENT, WHO THEN WORKS IN TANDEM WITH THE FINANCE DEPARTMENT TO MAKE SURE ALL GRANT DISBURSEMENTS ARE DOCUMENTED AND ADHERES TO ALL NON-PROFIT REGULATIONS. VARIOUS DEPARTMENTS AT JFCS ARE THEN GIVEN SPECIFIC GRANTS TO MANAGE AND DISBURSE ACCORDING TO THE TERMS OF EACH GRANT FUND, AND REPORT ALL THEIR DEPARTMENT'S DISBURSEMENTS TO THE JFCS FINANCE DEPARTMENT. MEANWHILE, OUR DEVELOPMENT DEPARTMENT KEEPS ALL DONORS / NON-PROFIT ORGANIZATIONS / INSTITUTIONS INFORMED ON HOW THEIR FUNDS SUPPORTED THE PEOPLE WE SERVE, THE IMPACT THEY MADE ON OUR CLIENTS, AND PROVIDE STATISTICS TO SHOW THE OUTCOME AS WELL. THROUGHOUT THE YEAR, THE DEPARTMENT THEN SEEKS THE SPECIFIC GROUP OF INDIVIDUALS PER THE TERMS OF EACH GRANT SOURCE; ELIGIBLE CLIENTS MUST BE VETTED AND APPROVED BY OUR SUPERVISOR BEFORE THE FINANCIAL AID CENTER CAN REQUEST THE FUNDING FROM A GIVEN GRANT. FOR EVERY REQUEST, THE CENTER MUST SUBMIT TO OUR FINANCE DEPARTMENT A DISBURSEMENT VOUCHER TO DOCUMENT THE GRANT DISBURSEMENT. THEN ALL GRANT CHECKS MUST BE SIGNED BY AUTHORIZED JFCS CHECK SIGNER(S) BEFORE FINAL APPROVAL TO SEND THE GRANT CHECK TO A GIVEN CLIENT. ONCE MAILED, THE CENTER THEN UPDATES THEIR GRANT REPORT TO VERIFY AND TRACK EACH GRANT CHECK AND GRANT FUND BALANCE FOR QUARTERLY REVIEW WITH THE FINANCE DEPARTMENT. X X X X 0 0 0 0 0 0 0 0 0 DR ANITA FRIEDMAN EXECUTIVE DIRECTOR 595455 0 100000 0 4800 0 42700 0 0 0 742955 0 0 0 JONATHAN F ZIMMAN CHIEF FINANCIAL OFFICER 267838 0 0 0 6400 0 22081 0 0 0 296319 0 0 0 NANCY G MASTERS ASSOCIATE EXECUTIVE DIRECTOR 240177 0 0 0 4800 0 19944 0 0 0 264921 0 0 0 BARBARA A FARBER DIRECTOR OF DEVELOPMENT 224662 0 0 0 4800 0 18336 0 0 0 247798 0 0 0 CATHERINE M FLANNERY NEUROLOGIST 200592 0 0 0 0 0 16047 0 0 0 216639 0 0 0 BRUCE FELDSTEIN DIRECTOR OF CHAPLAINCY SERVICE 191346 0 0 0 6000 0 16036 0 0 0 213382 0 0 0 STACY A RACKUSIN DEPUTY DIRECTOR OF DEVELOPMENT 179132 0 0 0 9600 0 14148 0 0 0 202880 0 0 0 KEVIN CHOW CONTROLLER 162826 0 0 0 4800 0 13500 0 0 0 181126 0 0 0 RAN MALOOL DIRECTOR OF FACILITIES & OPERATIONS 159264 0 0 0 9600 0 0 0 0 0 168864 0 0 0 X 17 32260 SELLING VALUE X 20 1863804 FMV 1 0 1 1 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS RECEIVED, DEFINED AS EACH SEPARATE GIFT, IN SCHEDULE M, PART I, COLUMN (B). PART I, LINE 32B: JEWISH FAMILY AND CHILDREN'S SERVICES CONTRACTS WITH THE FOLLOWING COMMERCIAL FUNDRAISER TO CONDUCT A VEHICLE DONATION PROGRAM: CHARITABLE ADULT RIDES & SERVICES, INC. 8804 BALBOA AVENUE SAN DIEGO, CA 94123 1-858-300-2901 FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBERS GARRY RAYANT AND KATHY FIELDS HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTANT, IN CONJUNCTION WITH THE ORGANIZATION'S ACCOUNTING AND FINANCE STAFF; A DRAFT FORM 990 IS THEN REVIEWED BY THE CFO. THE FORM 990 IS THEN REVIEWED WITH THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS AND MADE AVAILABLE TO ALL MEMBERS OF THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C UNDER THE CONFLICT OF INTEREST POLICY, ALL DIRECTORS, OFFICERS, AND KEY EMPLOYEES MAKE (ON AN ANNUAL BASIS) A WRITTEN DISCLOSURE TO THE EXECUTIVE DIRECTOR AND THE CHAIR OF THE AUDIT COMMITTEE OF ALL REPORTABLE CONFLICTS; THE EXECUTIVE DIRECTOR REVIEWS ALL FORMS COMPLETED BY EMPLOYEES, AND THE AUDIT COMMITTEE CHAIR REVIEWS ALL FORMS COMPLETED BY OFFICERS, DIRECTORS, AND THE EXECUTIVE DIRECTOR. ALL REAL OR APPARENT CONFLICTS OF INTEREST ARE DISCLOSED TO BOTH THE AUDIT COMMITTEE AND TO THE EXECUTIVE DIRECTOR. UNDER THE CONFLICT OF INTEREST POLICY, FULL DISCLOSURE AND ABSTENTION IS SUFFICIENT TO RESOLVE CONFLICTS INVOLVING IMMATERIAL GAIN RESULTING FROM ARM'S LENGTH TRANSACTIONS, AS DETERMINED BY THE EXECUTIVE DIRECTOR OR THE AUDIT COMMITTEE. SHOULD MATERIAL CONFLICTS ARISE, DISINTERESTED MEMBERS OF THE BOARD (AND/OR A DELEGATED COMMITTEE) SHALL DETERMINE WHETHER THE TRANSACTION IS IN THE ORGANIZATION'S BEST INTEREST. FORM 990, PART VI, SECTION B, LINE 15 COMPARABILITY DATA FOR THE EXECUTIVE DIRECTOR, CFO, AND OTHER KEY EMPLOYEES ARE COMPILED AND ANALYZED BY AN INDEPENDENT COMPENSATION CONSULTANT AND REVIEWED BY THE BOARD OF DIRECTORS. COMPENSATION IS DETERMINED BY THE BOARD AFTER REVIEW OF COMPARABILITY DATA AND PERFORMANCE EVALUATIONS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AND ON JFCS' WEBSITE. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 305,763. TAUBE FOUNDATION FOR JEWISH LIFE AND CULTURE 2150 POST STREET SAN FRANCISCO CA 941155411 943244838 GRANTMAKING CA 501(C)(3) LINE 12A, I JEWISH FAMILY AND CHILDREN'S SERVICES 1 CHARITABLE REMAINTER UNITRUSTS (8) INVESTING AND CHARITABLE GIVING CA JEWISH FAMILY AND CHILDREN'S SERVICES 1 CHARITABLE GIFT ANNUITY (1) INVESTING AND CHARITABLE GIVING CA JEWISH FAMILY AND CHILDREN'S SERVICES 1 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 TAUBE FOUNDATION FOR JEWISH LIFE AND CULTURE Q 255859 CASH RECEIPTS