STRATEGY STUDIO / PUBLIC DATA EXPLORER

JEWISH FAMILY SERVICE OF WESTERN MASSACHUSETTS INC: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
JEWISH FAMILY SERVICE OF WESTERN MASSACHUSETTS INC (EIN 04-2104352)
Tax period
2021-10-01 to 2022-09-30
Filed
2023-04-05
IRS object ID
202320959349300512
Schema version
2021v4.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-04-05T08:05:05-05:00ReturnTs
Tax Period End2022-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN134260189PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BOISSELLE MORTON & WOLKOWICZ LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line148 BAY ROAD PO BOX 374AddressLine1Txt
CityHADLEYCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01035ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN042104352EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JEWISH FAMILY SERVICE OF WESTERNBusinessNameLine1Txt
Business Name Line2MASSACHUSETTS INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlJEWIBusinessNameControlTxt
Phone4137372601PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line115 LENOX STREETAddressLine1Txt
CitySPRINGFIELDCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01108ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES GREENEPersonNm
Person TitlePRESIDENT & CEOPersonTitleTxt
Phone4137372601PhoneNum
Signature2023-04-03SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJAMESPersonFirstNm
Person LastGREENEPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOSEPH P WOLKOWICZ CPAPreparerPersonNm
PTINP00734754PTIN
Phone4135870099PhoneNum
Preparation2023-03-30PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJAMES GREENEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line115 LENOX STREETAddressLine1Txt
CitySPRINGFIELDCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01108ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$5,975,351GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.JFSWM.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1915FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionJFSWM PROVIDES SOCIAL SERVICES TO INDIVIDUALS & FAMILIES FROM DIVERSE BACKGROUNDS.ActivityOrMissionDesc
Voting Members Governing Body12VotingMembersGoverningBodyCnt
Voting Members Independent12VotingMembersIndependentCnt
Total Employee66TotalEmployeeCnt
Total Volunteers147TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,961,157PYContributionsGrantsAmt
CY Contributions Grants$4,419,328CYContributionsGrantsAmt
PY Program Service Revenue$1,642,453PYProgramServiceRevenueAmt
CY Program Service Revenue$1,549,456CYProgramServiceRevenueAmt
PY Investment Income$3,964PYInvestmentIncomeAmt
CY Investment Income$5,405CYInvestmentIncomeAmt
PY Other Revenue$1,110PYOtherRevenueAmt
CY Other Revenue$1,162CYOtherRevenueAmt
PY Total Revenue$3,608,684PYTotalRevenueAmt
CY Total Revenue$5,975,351CYTotalRevenueAmt
PY Grants And Similar Paid$254,939PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$950,706CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$2,637,407PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$3,325,251CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$104,471CYTotalFundraisingExpenseAmt
PY Other Expenses$547,730PYOtherExpensesAmt
CY Other Expenses$1,121,977CYOtherExpensesAmt
PY Total Expenses$3,440,076PYTotalExpensesAmt
CY Total Expenses$5,397,934CYTotalExpensesAmt
PY Revenues Less Expenses$168,608PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$577,417CYRevenuesLessExpensesAmt
Total Assets BOY$1,501,335TotalAssetsBOYAmt
Total Assets EOY$2,381,464TotalAssetsEOYAmt
Total Liabilities BOY$988,152TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,327,376TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$513,183NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,054,088NetAssetsOrFundBalancesEOYAmt
MissionJEWISH FAMILY SERVICE PROVIDES EXCEPTIONAL SOCIAL SERVICES, GROUNDED IN JEWISH VALUES, TO SUPPORT INDIVIDUALS AND FAMILIES FROM DIVERSE CULTURAL AND ECONOMIC BACKGROUNDS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,634,264ExpenseAmt
Revenue$1,067,946RevenueAmt
DescCOUNSELING - INDIVIDUAL, GROUP AND FAMILY COUNSELING, CASE MANAGEMENT, ADVOCACY, EDUCATION, THERAPY AND INFORMATION AND REFERRAL ARE PROVIDED BY A MULTIDISCIPLINARY CLINICAL TEAM. SERVICES ARE OFFERED IN JFSWM'S OFFICES AS WELL AS OUTREACH IN THE COMMUNITY. NUMBER OF CLIENTS SERVED 436.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$208,805ExpenseAmt
Revenue$5,550RevenueAmt
DescOLDER ADULT SERVICES - JFSWM'S GERIATRIC CARE MANAGEMENT PROGRAM, OFFERS ELDERS AND THEIR FAMILY CONSULTATION, INFORMATION AND REFERRAL, EDUCATION, ADVOCACY AND CASE MANAGEMENT. THE JFSWM GUARDIANSHIP PROGRAM PROVIDES CARE FOR THE MOST VULNERABLE ELDERS IN OUR COMMUNITY. NUMBER OF CLIENTS SERVED 560.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$3,297,353ExpenseAmt
Grant$950,706GrantAmt
Revenue$475,960RevenueAmt
DescNEW AMERICAN PROGRAM - JFSWM RESETTLES REFUGEES REGARDLESS OF RACE AND RELIGION. THE PROGRAM PROVIDES CASE MANAGEMENT, EMPLOYMENT SERVICES, ENGLISH AS A SECOND LANGUAGE, ASSISTANCE WITH APPLYING FOR CITIZENSHIP AND ADVOCACY. IN ADDITION, JFSWM OFFERS EDUCATIONAL TRAININGS ABOUT LOCAL AND NATIONAL REFUGEE PROGRAMS AND ON CULTURAL COMPETENCY. NUMBER OF CLIENTS SERVED 4,695.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$5,140,422TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document6IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee66EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members12GoverningBodyVotingMembersCnt
Independent Voting Member12IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ELLEN HATZAKIS CHIEF FINANCIAL OFFICERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4137372601PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line115 LENOX STREETAddressLine1Txt
CitySPRINGFIELDCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01108ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
MARTIN BRODER MD
DIRECTOR "PAST"1.00Yes (X)$0$0$0
ELLEN FREYMAN ESQ
DIRECTOR1.00Yes (X)$0$0$0
RHAE KENNEDY
DIRECTOR1.00Yes (X)$0$0$0
LORRAINE MCNULTY-STRASSLER
DIRECTOR1.00Yes (X)$0$0$0
BARBARA PERMAN
DIRECTOR1.00Yes (X)$0$0$0
DANIEL PLOTKIN
DIRECTOR1.00Yes (X)$0$0$0
GAYLE REDIKER
DIRECTOR1.00Yes (X)$0$0$0
ANITA SARRO
DIRECTOR1.00Yes (X)$0$0$0
MARSHA SHAPIRO
DIRECTOR1.00Yes (X)$0$0$0
JONATHAN SHRAIR
DIRECTOR "PAST"1.00Yes (X)$0$0$0Yes (X)
JOAN LESSER
CHAIR1.00Yes (X)$0$0$0Yes (X)
JONNA GABERMAN MD
IMMEDIATE PAST CHAIR1.00Yes (X)$0$0$0Yes (X)
WILLIAM MAHONEY
TREASURER1.00Yes (X)$0$0$0Yes (X)
ISADORE JERMYN
TREASURER "PAST"1.00Yes (X)$0$0$0Yes (X)
SUSAN GOLDMAN
SECRETARY1.00Yes (X)$0$0$0Yes (X)
CYNTHIA SCHNEIDER
SECRETARY "PAST"1.00Yes (X)$0$0$0Yes (X)
MAXINE STEIN
PRESIDENT & CEO37.50$159,267$0$7,163Yes (X)
ELLEN HATZAKIS
CHIEF FINANCIAL OFFICER31.00$79,390$0$6,604Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$238,657TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$13,767TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Related Organizations$72,000RelatedOrganizationsAmt
Government Grants$3,418,436GovernmentGrantsAmt
All Other Contributions$928,892AllOtherContributionsAmt
Total Contributions$4,419,328TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescPROGRAM SERVICE FEESDesc
Business624100BusinessCd
Total Revenue Column$1,549,456TotalRevenueColumnAmt
Related Or Exempt Func Income$1,549,456RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$1,549,456TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,405TotalRevenueColumnAmt
Exclusion$5,405ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Business624100BusinessCd
Total Revenue Column$1,162TotalRevenueColumnAmt
Exclusion$1,162ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$1,162OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,975,351TotalRevenueColumnAmt
Related Or Exempt Func Income$1,549,456RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$6,567ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$322,900TotalAmt
Program Services$322,900ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$627,806TotalAmt
Program Services$627,806ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$271,572TotalAmt
Program Services$228,574ProgramServicesAmt
Management And General$33,049ManagementAndGeneralAmt
Fundraising$9,949FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$2,633,264TotalAmt
Program Services$2,568,284ProgramServicesAmt
Management And General$27,314ManagementAndGeneralAmt
Fundraising$37,666FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$175,371TotalAmt
Program Services$160,190ProgramServicesAmt
Management And General$8,486ManagementAndGeneralAmt
Fundraising$6,695FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$245,044TotalAmt
Program Services$236,680ProgramServicesAmt
Management And General$4,664ManagementAndGeneralAmt
Fundraising$3,700FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$258,466TotalAmt
Program Services$258,466ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$21,400TotalAmt
Management And General$21,400ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$377,309TotalAmt
Program Services$313,172ProgramServicesAmt
Management And General$23,712ManagementAndGeneralAmt
Fundraising$40,425FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$16,549TotalAmt
Program Services$13,837ProgramServicesAmt
Management And General$1,960ManagementAndGeneralAmt
Fundraising$752FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$123,702TotalAmt
Program Services$121,514ProgramServicesAmt
Management And General$2,188ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$61,960TotalAmt
Program Services$61,817ProgramServicesAmt
Management And General$143ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$5,930TotalAmt
Program Services$5,787ProgramServicesAmt
Management And General$143ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$10,940TotalAmt
Program Services$6,879ProgramServicesAmt
Management And General$969ManagementAndGeneralAmt
Fundraising$3,092FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$6,309TotalAmt
Program Services$5,093ProgramServicesAmt
Management And General$1,216ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$27,045TotalAmt
Program Services$21,510ProgramServicesAmt
Management And General$5,535ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
SUPPLIES$160,348$150,140$8,381$1,827
COMMUNICATIONS$19,748$17,164$2,584
BAD DEBT EXPENSE$9,000$9,000
EQUIPMENT LEASE$8,950$7,619$1,331

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$14,321TotalAmt
Program Services$12,990ProgramServicesAmt
Management And General$966ManagementAndGeneralAmt
Fundraising$365FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$5,397,934TotalAmt
Program Services$5,140,422ProgramServicesAmt
Management And General$153,041ManagementAndGeneralAmt
Fundraising$104,471FundraisingAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XYes (X)InfoInScheduleOPartXInd

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$595,600BOYAmt
EOY$1,148,972EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$72,174BOYAmt
EOY$46,060EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$579,231BOYAmt
EOY$952,160EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$13,030BOYAmt
EOY$16,293EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$218,497LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$180,045LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$23,681BOYAmt
EOY$38,452EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$108,090BOYAmt
EOY$88,096EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$109,529BOYAmt
EOY$91,431EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,501,335BOYAmt
EOY$2,381,464EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$188,282BOYAmt
EOY$224,892EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$4,265BOYAmt
EOY$40,393EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$402,454BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$393,151BOYAmt
EOY$1,062,091EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$988,152BOYAmt
EOY$1,327,376EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$367,314BOYAmt
EOY$943,241EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$145,869BOYAmt
EOY$110,847EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$513,183BOYAmt
EOY$1,054,088EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,501,335BOYAmt
EOY$2,381,464EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$577,417ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$36,512NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,541,969CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,606,052CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,750,609CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,961,157CurrentTaxYearMinus1YearAmt
Current Tax Year$4,419,328CurrentTaxYearAmt
Total$11,279,115TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,215,141CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,336,407CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,667,701CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,642,453CurrentTaxYearMinus1YearAmt
Current Tax Year$1,549,456CurrentTaxYearAmt
Total$7,411,158TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,757,110CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,942,459CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,418,310CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,603,610CurrentTaxYearMinus1YearAmt
Current Tax Year$5,968,784CurrentTaxYearAmt
Total$18,690,273TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$18,690,273PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,158CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,475CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,272CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,964CurrentTaxYearMinus1YearAmt
Current Tax Year$5,405CurrentTaxYearAmt
Total$22,274TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,158CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,475CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,272CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,964CurrentTaxYearMinus1YearAmt
Current Tax Year$5,405CurrentTaxYearAmt
Total$22,274TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,780CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,710CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$928CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,110CurrentTaxYearMinus1YearAmt
Current Tax Year$1,162CurrentTaxYearAmt
Total$9,690TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,765,048CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,949,644CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,423,510CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,608,684CurrentTaxYearMinus1YearAmt
Current Tax Year$5,975,351CurrentTaxYearAmt
Total$18,722,237TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.99830PublicSupportCY509Pct
Public Support PY5090.99800PublicSupportPY509Pct
Investment Income CY0.00120InvestmentIncomeCYPct
Investment Income PY0.00130InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$21,079OtherCostOrOtherBasisAmt
Depreciation$1,776DepreciationAmt
Book Value$19,303BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$165,684OtherCostOrOtherBasisAmt
Depreciation$165,684DepreciationAmt
Book Value$0BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$31,734OtherCostOrOtherBasisAmt
Depreciation$12,585DepreciationAmt
Book Value$19,149BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$38,452TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescADVANCED PAYMENTS OF GOV'T GRANTSDesc
Amt$1,062,091Amt
FieldValueIRS element (for citing)
Total Liability$1,062,091TotalLiabilityAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records Maintained0GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1JFS OF METROWESTBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1475 FRANKLIN STREET SUITE 101AddressLine1Txt
CityFRAMINGHAMCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01702ZIPCd
FieldValueIRS element (for citing)
Recipient EIN042730898RecipientEIN
IRC Section501(C)(3)IRCSectionDesc
Cash Grant$322,900CashGrantAmt
Non Cash Assistance$0NonCashAssistanceAmt
Purpose Of GrantREFUGEE ASSISTANCEPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
JFSWM PROVIDES RENTAL AND CASH ASSISTANCE TO REFUGEES UPON ARRIVAL THROUGH A GRANT FROM HIAS.356$564,806
JFSWM PROVIDES ASSISTANCE TO INDIVIDUALS IN CRISIS BY GIVING/PAYING FOR GAS GIFT CARDS, GROCERY GIFT CARDS AND RENT, ETC.98$63,000

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonMAXINE STEINPersonNm
TitlePRESIDENT & CEOTitleTxt
Base Compensation Filing Org$159,267BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$0CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$0DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$7,163NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$166,430TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$0TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BA COPY IS E-MAILED TO ALL BOARD MEMBERS THEN REVIEWED AND VOTED ON VIA E-MAIL OR AT A BOARD MEETING IF HELD PRIOR TO FILING DEADLINE.
FORM 990, PART VI, SECTION B, LINE 12CTHE BOARD IS REQUIRED TO COMPLETE A CONFLICT OF INTEREST FORM AT THE DECEMBER BOARD MEETING ANNUALLY. MANAGEMENT MONITORS ALL ACTIVITY AND DOCUMENTS IF THERE IS A BOARD MEMBER INVOLVED.
FORM 990, PART VI, SECTION B, LINE 15NATIONAL & REGIONAL INDUSTRY COMPENSATION REPORTS ARE USED AS A REFERENCE TO DETERMINE THE CEO COMPENSATION PACKAGE AND CONTRACT.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION'S FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC VIA THE MASSACHUSETTS ATTORNEY GENERAL'S OFFICE. IN ADDITION THE ATTORNEY GENERAL MAINTAINS A COPY OF THE FORM 990. FURTHER THE FORM 990 IS AVAILABLE VIA THE GUIDESTAR.ORG WEBSITE.
FORM 990, PART X, LINE 24JEWISH FAMILY SERVICE OF WESTERN MASSACHUSETTS, INC. RECEIVED A UNITED STATES SMALL BUSINESS ADMINISTRATION PAYCHECK PROTECTION PROGRAM (PPP) LOAN ON MAY 8, 2020 FOR $402,454. THE LOAN WAS FORGIVEN, IN ACCORDANCE WITH THE PROGRAM'S FORGIVENESS GUIDELINES, AND RECOGNIZED AS GRANT INCOME IN THE YEAR ENDED SEPTEMBER 30, 2022.
FORM 990, PART XII, LINE 2CTHE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS IS RESPONSIBLE FOR OVERSIGHT OF THE AUDIT OF THE ORGANIZATION'S FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT. THESE OVERSIGHT AND SELECTION PROCESSES HAVE NOT CHANGED DURING THE TAX YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1LENOX CHARITABLE FUND INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line115 LENOX STREETAddressLine1Txt
CitySPRINGFIELDCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01108ZIPCd
FieldValueIRS element (for citing)
EIN042952923EIN
Primary ActivitiesREAL ESTATE RENTALPrimaryActivitiesTxt
Legal Domicile StateMALegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity StatusPUBLIC CHARITYPublicCharityStatusTxt
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (1)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (1)TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (3 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
LENOX CHARITABLE FUND INC
C$72,000AMOUNT ACCRUED/PAID
LENOX CHARITABLE FUND INC
K$86,118AMOUNT ACCRUED/PAID
LENOX CHARITABLE FUND INC
R$3,574AMOUNT ACCRUED/PAID