JEWISH FAMILY & CHILDRENS SERVICES: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- JEWISH FAMILY & CHILDRENS SERVICES (EIN 94-1156528)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-14
- IRS object ID
- 202511349349313251
- Schema version
- 2023v6.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-14T18:51:56-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 SECOND STREET SUITE 900 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941156528 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWISH FAMILY AND CHILDREN'S SERVICES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JEWI | BusinessNameControlTxt |
| Phone | 4154491200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 159004 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94115 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JONATHAN ZIMMAN | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 4154491200 | PhoneNum |
| Signature | 2025-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL LUMSDEN | PreparerPersonNm |
| PTIN | P01262236 | PTIN |
| Phone | 4159561500 | PhoneNum |
| Preparation | 2025-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DR ANITA FRIEDMAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 159004 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94115 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $92,858,589 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.JFCS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1850 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 28 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 27 | VotingMembersIndependentCnt |
| Total Employee | 646 | TotalEmployeeCnt |
| Total Volunteers | 1292 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $72,299,414 | PYContributionsGrantsAmt |
| CY Contributions Grants | $44,733,720 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $10,937,573 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $20,039,977 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,862,963 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,022,667 | CYInvestmentIncomeAmt |
| PY Other Revenue | $126,790 | PYOtherRevenueAmt |
| CY Other Revenue | $172,862 | CYOtherRevenueAmt |
| PY Total Revenue | $85,226,740 | PYTotalRevenueAmt |
| CY Total Revenue | $66,969,226 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $5,172,778 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $8,596,027 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $30,855,649 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $39,445,703 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,160,123 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $10,725,427 | PYOtherExpensesAmt |
| CY Other Expenses | $14,145,413 | CYOtherExpensesAmt |
| PY Total Expenses | $46,753,854 | PYTotalExpensesAmt |
| CY Total Expenses | $62,187,143 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $38,472,886 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,782,083 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $147,367,958 | TotalAssetsBOYAmt |
| Total Assets EOY | $236,051,915 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $24,030,094 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $31,747,636 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $123,337,864 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $204,304,279 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | Yes (1) | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $26,120,308 | ExpenseAmt |
| Grant | $4,042,900 | GrantAmt |
| Revenue | $8,018,081 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $8,634,013 | ExpenseAmt |
| Grant | $548,427 | GrantAmt |
| Revenue | $8,215,033 | RevenueAmt |
| Desc | ASSISTED LIVING: THROUGH ITS RHODA GOLDMAN PLAZA (RGP) ASSISTED LIVING AND MEMORY CARE COMMUNITY, JFCS PROVIDES HOUSING WITH SUPPORTIVE SERVICES FOR THE ELDERLY IN AN ENVIRONMENT THAT PROMOTES THEIR INDEPENDENCE AT AN AFFORDABLE COST. RESIDENTS RECEIVE QUALITY CARE TAILORED TO THEIR INDIVIDUAL NEEDS AND ENRICHED BY JEWISH TRADITION IN AN ATMOSPHERE DEDICATED TO PROMOTING HEALTH AND WELL-BEING IN MIND, BODY, AND SPIRIT. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $7,764,364 | ExpenseAmt |
| Grant | $109,773 | GrantAmt |
| Revenue | $2,482,179 | RevenueAmt |
| Desc | CHILDREN AND YOUTH SERVICES: 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. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $11,923,070 | ExpenseAmt |
| Grant | $3,894,927 | GrantAmt |
| Revenue | $1,324,684 | RevenueAmt |
| Desc | COMMUNITY SERVICES: JFCS PROVIDES COMMUNITY EDUCATION PROGRAMS, VOLUNTEER SUPPORT SERVICES, BEREAVEMENT AND HEALING PROGRAMS, SPIRITUAL SUPPORT SERVICES, HOLOCAUST EDUCATION PROGRAMS, INDIVIDUAL EMERGENCY ASSISTANCE, AND OTHER PRACTICAL AND EMOTIONAL SUPPORT SERVICES TO THE COMMUNITY AT LARGE.ADULT SERVICES: JFCS OFFERS SERVICES TO ADULTS THROUGH ITS FINANCIAL ASSISTANCE AND SMALL BUSINESS LOAN PROGRAM, COUNSELING SERVICES, DISABILITY SERVICES PROGRAM, DOMESTIC VIOLENCE PREVENTION PROGRAM, INDEPENDENT LIVING PROGRAM, CITIZENSHIP LEGAL SERVICES, AND OTHER PRACTICAL AND EMOTIONAL SUPPORT SERVICES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $11,923,070 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $3,894,927 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $1,324,684 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $54,441,755 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 177 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 646 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | Yes (1) | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 2 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Form1098 C Filed | Yes (1) | Form1098CFiledInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 28 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 27 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JONATHAN ZIMMAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4154491200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2150 POST STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94115 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (37 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| DAVID KREMER | |||||||||
| PRESIDENT | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| KERRI LEHMANN | |||||||||
| VICE PRESIDENT | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| LYDIA SHORENSTEIN | |||||||||
| VICE PRESIDENT | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JACQUELINE NEUWIRTH SWIRE | |||||||||
| VICE PRESIDENT | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ALEX VARUM | |||||||||
| VICE PRESIDENT | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DAVID KIACHKO | |||||||||
| TREASURER | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| STEVEN FEINBERG | |||||||||
| VICE TREASURER | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ALEX INGERSOLL | |||||||||
| SECRETARY | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| VALLI BENESCH | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT BLUM | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KATHY FIELDS MD | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ILYSA GOLDBLATT PSYD | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SCOTT HABER | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ODED HERMONI | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JEFF HYMAN | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT KAUFMAN | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| NATACHA KOLB | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KIRA MAKAGON | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LISA STONE PRITZKER | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| GARRY RAYANT DDS | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LAURA ROBBIN | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ELIZABETH ROSS | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SANDRA SHMUNIS | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DEBORAH STADTNER | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JEFFREY WARTELL | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MITCH WAXMAN | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DOUG WINTHROP | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| RON ZEFF | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DR ANITA FRIEDMAN | |||||||||
| EXECUTIVE DIRECTOR | 45.00 | 1.00 | Yes (X) | $800,835 | $0 | $46,200 | |||
| JONATHAN F ZIMMAN | |||||||||
| CHIEF FINANCIAL OFFICER | 45.00 | 0.00 | Yes (X) | $276,150 | $0 | $22,688 | |||
| NANCY G MASTERS | |||||||||
| ASSOCIATE EXECUTIVE DIRETOR | 45.00 | 0.00 | $249,756 | $0 | $20,330 | Yes (X) | |||
| BARBARA A FARBER | |||||||||
| DIR OF DEV / PERM ENDOWMENT | 45.00 | 0.00 | $233,625 | $0 | $19,041 | Yes (X) | |||
| BRUCE D FELDSTEIN | |||||||||
| DIRECTOR OF CHAPLAINCY SERVICE | 45.00 | 0.00 | $205,211 | $0 | $17,077 | Yes (X) | |||
| CATHERINE M FLANNERY | |||||||||
| NEUROLOGIST | 45.00 | 0.00 | $209,120 | $0 | $8,365 | Yes (X) | |||
| JULIANA G KOFFMAN | |||||||||
| DIRECTOR SENIOR AT HOME | 45.00 | 0.00 | $198,921 | $0 | $16,617 | Yes (X) | |||
| STACY A RACKUSIN | |||||||||
| DEPUTY DIRECTOR OF DEVELOPMENT | 45.00 | 0.00 | $191,676 | $0 | $14,418 | Yes (X) | |||
| APRIL ECHAVARRIA-BATES | |||||||||
| SENIOR HR DIRECTOR | 45.00 | 0.00 | $183,046 | $0 | $12,415 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,548,340 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $177,151 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 52 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| XANTRION | |||||
| PO BOX 459106 | ALAMEDA | CA | 94501 | IT SERVICES | $788,960 |
| HOMEPLUS CAREGIVERS | |||||
| 809 LAUREL STREET SUITE 1172 | SAN CARLOS | CA | 94070 | HOMECARE SERVICES | $721,672 |
| WATTEYNE ENTERPRISES | |||||
| 954 EUCLID AVENUE | BERKELEY | CA | 94708 | BUILDING IMPROVEMENT CONTRACTOR | $623,559 |
| KARIN PAYSON | |||||
| 1714 STOCKTON STREET SUITE 100 | SAN FRANCISCO | CA | 94133 | ARCHITECTURAL SERVICES | $577,455 |
| RUSSIAN RENAISSANCE RESTAURANT | |||||
| 5241 GEARY BOULEVARD | SAN FRANCISCO | CA | 94118 | CATERING SERVICES | $495,306 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 51 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $10,000 | RelatedOrganizationsAmt |
| Government Grants | $8,871,560 | GovernmentGrantsAmt |
| All Other Contributions | $35,852,160 | AllOtherContributionsAmt |
| Noncash Contributions | $551,319 | NoncashContributionsAmt |
| Total Contributions | $44,733,720 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PROGRAM SERVICE FEES | 624100 | $20,033,958 | $20,033,958 |
| PROGRAM LOAN INTEREST INCOME | 624100 | $6,019 | $6,019 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $20,039,977 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,296,678 | TotalRevenueColumnAmt |
| Exclusion | $2,296,678 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $528,171 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $381,514 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $146,657 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $146,657 | TotalRevenueColumnAmt |
| Exclusion | $146,657 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $25,233,838 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $25,507,849 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$274,011 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$274,011 | TotalRevenueColumnAmt |
| Exclusion | -$274,011 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 624100 | BusinessCd |
| Total Revenue Column | $26,205 | TotalRevenueColumnAmt |
| Exclusion | $26,205 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $26,205 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $66,969,226 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $20,039,977 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,195,529 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,378,315 | TotalAmt |
| Program Services | $2,378,315 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,217,712 | TotalAmt |
| Program Services | $6,217,712 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,603,781 | TotalAmt |
| Program Services | $219,941 | ProgramServicesAmt |
| Management And General | $1,125,996 | ManagementAndGeneralAmt |
| Fundraising | $257,844 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,529,481 | TotalAmt |
| Program Services | $27,797,605 | ProgramServicesAmt |
| Management And General | $1,070,880 | ManagementAndGeneralAmt |
| Fundraising | $1,660,996 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,157,582 | TotalAmt |
| Program Services | $1,000,067 | ProgramServicesAmt |
| Management And General | $42,068 | ManagementAndGeneralAmt |
| Fundraising | $115,447 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,352,320 | TotalAmt |
| Program Services | $2,113,345 | ProgramServicesAmt |
| Management And General | $102,055 | ManagementAndGeneralAmt |
| Fundraising | $136,920 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,802,539 | TotalAmt |
| Program Services | $3,509,657 | ProgramServicesAmt |
| Management And General | $123,891 | ManagementAndGeneralAmt |
| Fundraising | $168,991 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $381,609 | TotalAmt |
| Management And General | $381,609 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $225,319 | TotalAmt |
| Management And General | $225,319 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $289,082 | TotalAmt |
| Management And General | $289,082 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,979,885 | TotalAmt |
| Program Services | $3,113,632 | ProgramServicesAmt |
| Management And General | $463,831 | ManagementAndGeneralAmt |
| Fundraising | $402,422 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $822,598 | TotalAmt |
| Program Services | $716,564 | ProgramServicesAmt |
| Management And General | $16,470 | ManagementAndGeneralAmt |
| Fundraising | $89,564 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,309,946 | TotalAmt |
| Program Services | $1,129,333 | ProgramServicesAmt |
| Management And General | $43,299 | ManagementAndGeneralAmt |
| Fundraising | $137,314 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,556 | TotalAmt |
| Program Services | $37,523 | ProgramServicesAmt |
| Management And General | $6,184 | ManagementAndGeneralAmt |
| Fundraising | $4,849 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,202,878 | TotalAmt |
| Program Services | $2,009,173 | ProgramServicesAmt |
| Management And General | $108,736 | ManagementAndGeneralAmt |
| Fundraising | $84,969 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $571,354 | TotalAmt |
| Program Services | $565,398 | ProgramServicesAmt |
| Management And General | $2,595 | ManagementAndGeneralAmt |
| Fundraising | $3,361 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $568,107 | TotalAmt |
| Program Services | $432,587 | ProgramServicesAmt |
| Management And General | $125,201 | ManagementAndGeneralAmt |
| Fundraising | $10,319 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $384,924 | TotalAmt |
| Program Services | $113,767 | ProgramServicesAmt |
| Management And General | $271,157 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,151,522 | TotalAmt |
| Program Services | $2,054,765 | ProgramServicesAmt |
| Management And General | $26,178 | ManagementAndGeneralAmt |
| Fundraising | $70,579 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $490,291 | TotalAmt |
| Program Services | $384,545 | ProgramServicesAmt |
| Management And General | $99,130 | ManagementAndGeneralAmt |
| Fundraising | $6,616 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| EQUIPMENT RENTAL & MAIN | $261,505 | $251,963 | $3,910 | $5,632 |
| RECRUITMENT | $185,168 | $181,556 | $2,396 | $1,216 |
| DUES | $70,041 | $25,685 | $44,219 | $137 |
| BAD DEBT | $13,576 | $13,576 | $0 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $189,052 | TotalAmt |
| Program Services | $175,046 | ProgramServicesAmt |
| Management And General | $11,059 | ManagementAndGeneralAmt |
| Fundraising | $2,947 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,187,143 | TotalAmt |
| Program Services | $54,441,755 | ProgramServicesAmt |
| Management And General | $4,585,265 | ManagementAndGeneralAmt |
| Fundraising | $3,160,123 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,315,475 | BOYAmt |
| EOY | $2,272,177 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,178,214 | BOYAmt |
| EOY | $34,222,886 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,213,167 | BOYAmt |
| EOY | $2,054,516 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,240 | BOYAmt |
| EOY | $17,440 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $590,921 | BOYAmt |
| EOY | $619,358 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $122,719,199 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $23,511,829 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,885,590 | BOYAmt |
| EOY | $99,207,370 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,616,889 | BOYAmt |
| EOY | $82,733,111 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,510,022 | BOYAmt |
| EOY | $11,977,432 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $651,951 | BOYAmt |
| EOY | $397,414 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,390,489 | BOYAmt |
| EOY | $2,550,211 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $147,367,958 | BOYAmt |
| EOY | $236,051,915 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,769,004 | BOYAmt |
| EOY | $9,044,845 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $475,616 | BOYAmt |
| EOY | $506,250 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,585,155 | BOYAmt |
| EOY | $13,595,263 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,286,209 | BOYAmt |
| EOY | $1,135,199 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,914,110 | BOYAmt |
| EOY | $7,466,079 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,030,094 | BOYAmt |
| EOY | $31,747,636 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,344,374 | BOYAmt |
| EOY | $104,444,701 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,993,490 | BOYAmt |
| EOY | $99,859,578 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $123,337,864 | BOYAmt |
| EOY | $204,304,279 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $147,367,958 | BOYAmt |
| EOY | $236,051,915 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $4,782,083 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $6,069,323 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $70,115,009 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $25,607,419 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $49,096,046 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $37,521,417 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $72,299,414 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $44,733,720 | CurrentTaxYearAmt |
| Total | $229,258,016 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $25,607,419 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $49,096,046 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $37,521,417 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $72,299,414 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $44,733,720 | CurrentTaxYearAmt |
| Total | $229,258,016 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $89,947,227 | SubstantialContributorsTotAmt |
| Public Support Total170 | $139,310,789 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,270,489 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,367,234 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,054,822 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,251,064 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,824,849 | CurrentTaxYearAmt |
| Total | $9,768,458 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $42,943 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,359 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $229,564 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $34,102 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $26,205 | CurrentTaxYearAmt |
| Total | $353,173 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $239,379,647 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $69,469,927 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.58200 | PublicSupportCY170Pct |
| Public Support PY170 | 0.61840 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 41 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $1,101,315 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $1,995,353 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $13,824,466 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $50,794,928 | BeginningYearBalanceAmt |
| Contributions | $1,596,972 | ContributionsAmt |
| Investment Earnings Or Losses | $5,250,444 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $87,587 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,490,381 | OtherExpendituresAmt |
| Administrative Expenses | $56,328 | AdministrativeExpensesAmt |
| End Year Balance | $56,008,048 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $42,823,555 | BeginningYearBalanceAmt |
| Contributions | $7,385,794 | ContributionsAmt |
| Investment Earnings Or Losses | $3,376,893 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $94,461 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,633,181 | OtherExpendituresAmt |
| Administrative Expenses | $63,672 | AdministrativeExpensesAmt |
| End Year Balance | $50,794,928 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $48,370,384 | BeginningYearBalanceAmt |
| Contributions | $1,695,805 | ContributionsAmt |
| Investment Earnings Or Losses | -$5,739,395 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,503,239 | OtherExpendituresAmt |
| End Year Balance | $42,823,555 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $39,507,905 | BeginningYearBalanceAmt |
| Contributions | $1,773,991 | ContributionsAmt |
| Investment Earnings Or Losses | $8,642,042 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,553,554 | OtherExpendituresAmt |
| End Year Balance | $48,370,384 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $39,061,776 | BeginningYearBalanceAmt |
| Contributions | $1,638,574 | ContributionsAmt |
| Investment Earnings Or Losses | $516,654 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,262,959 | OtherExpendituresAmt |
| End Year Balance | $39,954,045 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $28,826,388 | OtherCostOrOtherBasisAmt |
| Book Value | $28,826,388 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $79,180,879 | OtherCostOrOtherBasisAmt |
| Depreciation | $14,984,226 | DepreciationAmt |
| Book Value | $64,196,653 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $84,798 | OtherCostOrOtherBasisAmt |
| Depreciation | $43,201 | DepreciationAmt |
| Book Value | $41,597 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,077,749 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,396,959 | DepreciationAmt |
| Book Value | $2,680,790 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,549,385 | OtherCostOrOtherBasisAmt |
| Depreciation | $87,443 | DepreciationAmt |
| Book Value | $3,461,942 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $99,207,370 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| FUND OF FUNDS | $8,979,874 | F |
| PRIVATE EQUITY FUNDS | $2,997,558 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $11,977,432 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| LIABILITIES UNDER SPLIT-INTEREST AGREEMENTS, NET | $4,905,840 |
| LEASE LIABILITIES - OPERATING | $1,839,035 |
| LEASE LIABILITIES - FINANCE | $283,678 |
| DEFERRED COMPENSATION LIABILITY | $437,526 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $7,466,079 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $74,144,181 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $6,069,323 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $522,862 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $490,338 | OtherRevenueAmt |
| Revenue Not Reported | $7,082,523 | RevenueNotReportedAmt |
| Revenue Subtotal | $67,061,658 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $289,082 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$381,514 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$92,432 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $66,969,226 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $62,802,437 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $522,862 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $381,514 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $904,376 | ExpensesNotReportedAmt |
| Expenses Subtotal | $61,898,061 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $289,082 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $289,082 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $62,187,143 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE JEWISH FAMILY AND CHILDREN'S SERVICES ENDOWMENT CONSISTS OF MORE THAN 411 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 501(C)(3) AND CALIFORNIA REVENUE AND TAXATION CODE 23701D. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY JFCS AND HAS CONCLUDED THAT, AS OF JUNE 30, 2024, 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 490,338. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | RENTAL EXPENSES -381,514. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 381,514. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $8,979,874 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $8,979,874 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $8,979,874 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (16 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| YALE UNIVERSITY | |||||||||
| PO BOX 208329 | NEW HAVEN | CT | 065208329 | 060646973 | 501(C)(3) | $850,000 | $0 | TO SUPPORT YALE LAW SCHOOL | |
| CHAPEL & YORK US FOUNDATION INC | |||||||||
| 1350 AVENUE OF THE AMERICAS FL 2 | NEW YORK | NY | 10019 | 812161937 | 501(C)(3) | $635,233 | $0 | PROGRAM SUPPORT | STE 266 |
| FRESHGRASS PUBLIC FOUNDATION | |||||||||
| PO BOX 22129 | SAN FRANCISCO | CA | 941220219 | 813680121 | 501(C)(3) | $313,685 | $0 | PROGRAM SUPPORT | |
| SADLER'S WELLS ASSOCIATION INC | |||||||||
| 1350 AVENUE OF THE AMERICAS FL 2 | NEW YORK | NY | 10019 | 133036349 | 501(C)(3) | $261,368 | $0 | PROGRAM SUPPORT | STE 266 |
| PEF ISRAEL ENDOWMENT FUNDS INC | |||||||||
| 630 THIRD AVENUE 15TH FLOOR | NEW YORK | NY | 100176745 | 136104086 | 501(C)(3) | $41,800 | $0 | PROGRAM SUPPORT | |
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION OF NORTHERN CALIFORNIA | |||||||||
| 39 DRUMM STREET | SAN FRANCISCO | CA | 94111 | 940279770 | 501(C)(3) | $21,000 | $0 | PROGRAM SUPPORT | |
| CALIFORNIA ACADEMY OF SCIENCES | |||||||||
| 55 MUSIC CONCOURSE DRIVE | SAN FRANCISCO | CA | 94118 | 941156258 | 501(C)(3) | $20,000 | $0 | PROGRAM SUPPORT | |
| WORLD CENTRAL KITCHEN | |||||||||
| 1875 CONNECTICUT AVE NW 10TH FLOOR | WASHINGTON | DC | 20009 | 273521132 | 501(C)(3) | $16,000 | $0 | PROGRAM SUPPORT | |
| INTERNATIONAL RESCUE COMMITTEE | |||||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 10168 | 135660870 | 501(C)(3) | $12,000 | $0 | PROGRAM SUPPORT | |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | |||||||||
| 123 WILLIAM STREET 10TH FLOOR | NEW YORK | NY | 10273 | 131644147 | 501(C)(3) | $10,700 | $0 | PROGRAM SUPPORT | |
| AMERICANS FOR BEN-GURION UNIVERSITY INC | |||||||||
| 1001 AVENUE OF THE AMERICAS 19TH | NEW YORK | NY | 10018 | 237270753 | 501(C)(3) | $10,000 | $0 | PROGRAM SUPPORT | FLOOR |
| THE JOE TORRE SAFE AT HOME FOUNDATION | |||||||||
| 55 WEST 39TH STREET SUITE 600 | NEW YORK | NY | 10018 | 030442514 | 501(C)(3) | $10,000 | $0 | PROGRAM SUPPORT | |
| THE CENTER FOR PUBLIC INTEGRITY | |||||||||
| 910 17TH STREET NW SUITE 1030 | WASHINGTON | DC | 20006 | 541512177 | 501(C)(3) | $10,000 | $0 | PROGRAM SUPPORT | |
| CONGREGATION RODEF SHOLOM | |||||||||
| 170 N SAN PEDRO ROAD | SAN RAFAEL | CA | 94903 | 946030040 | 501(C)(3) | $8,554 | $0 | PROGRAM SUPPORT | |
| THE SAN FRANCISCO SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS | |||||||||
| 201 ALABAMA STREET | SAN FRANCISCO | CA | 94103 | 940836580 | 501(C)(3) | $6,250 | $0 | PROGRAM SUPPORT | |
| SAN FRANCISCO FOOD BANK (DBA SF - MARIN FOOD BANK) | |||||||||
| 900 PENNSYLVANIA AVENUE | SAN FRANCISCO | CA | 94107 | 943041517 | 501(C)(3) | $6,000 | $0 | PROGRAM SUPPORT | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 16 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (6 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| ASSISTANCE TO OLDER ADULTS | 597 | $4,042,900 |
| ASSISTANCE TO COMMUNITY SERVICES | 876 | $1,280,956 |
| ASSISTANCE TO ASSISTED LIVING | 147 | $548,427 |
| ASSISTANCE TO ADULTS | 612 | $226,447 |
| ASSISTANCE TO CHILDREN AND FAMILIES | 94 | $109,773 |
| OTHERS | 36 | $9,209 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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 ADHERE 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 PROGRAM DIRECTOR 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DR ANITA FRIEDMAN | ||||||||||||||
| EXECUTIVE DIRECTOR | $596,035 | $0 | $200,000 | $0 | $4,800 | $0 | $46,200 | $0 | $0 | $0 | $847,035 | $0 | $0 | $0 |
| JONATHAN F ZIMMAN | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $269,750 | $0 | $0 | $0 | $6,400 | $0 | $22,688 | $0 | $0 | $0 | $298,838 | $0 | $0 | $0 |
| NANCY G MASTERS | ||||||||||||||
| ASSOCIATE EXECUTIVE DIRETOR | $244,956 | $0 | $0 | $0 | $4,800 | $0 | $20,330 | $0 | $0 | $0 | $270,086 | $0 | $0 | $0 |
| BARBARA A FARBER | ||||||||||||||
| DIR OF DEV / PERM ENDOWMENT | $228,825 | $0 | $0 | $0 | $4,800 | $0 | $19,041 | $0 | $0 | $0 | $252,666 | $0 | $0 | $0 |
| BRUCE D FELDSTEIN | ||||||||||||||
| DIRECTOR OF CHAPLAINCY SERVICE | $199,211 | $0 | $0 | $0 | $6,000 | $0 | $17,077 | $0 | $0 | $0 | $222,288 | $0 | $0 | $0 |
| CATHERINE M FLANNERY | ||||||||||||||
| NEUROLOGIST | $209,120 | $0 | $0 | $0 | $0 | $0 | $8,365 | $0 | $0 | $0 | $217,485 | $0 | $0 | $0 |
| JULIANA G KOFFMAN | ||||||||||||||
| DIRECTOR SENIOR AT HOME | $189,321 | $0 | $0 | $0 | $9,600 | $0 | $16,617 | $0 | $0 | $0 | $215,538 | $0 | $0 | $0 |
| STACY A RACKUSIN | ||||||||||||||
| DEPUTY DIRECTOR OF DEVELOPMENT | $182,076 | $0 | $0 | $0 | $9,600 | $0 | $14,418 | $0 | $0 | $0 | $206,094 | $0 | $0 | $0 |
| APRIL ECHAVARRIA-BATES | ||||||||||||||
| SENIOR HR DIRECTOR | $178,246 | $0 | $0 | $0 | $4,800 | $0 | $12,415 | $0 | $0 | $0 | $195,461 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | CERTAIN INDIVIDUALS REPORTED ON FORM 990, PART VII, SECTION A AND SCHEDULE J, PART II RECEIVED A NON-FIXED PAYMENT IN THE FORM OF A BONUS DURING THE 2023 CALENDAR YEAR WHICH (IN PART) WAS DETERMINED UTILIZING DISCRETION AND/OR JUDGMENT BY THE BOARD OF DIRECTORS. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARTIN TANENBAUM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | FAMILY MEMBER OF BOARD SECRETARY | RelationshipDescriptionTxt |
| Transaction | $117,000 | TransactionAmt |
| Transaction | COMPENSATION FOR CONSULTING SERVICES | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Cars And Other Vehicles CarsAndOtherVehiclesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 20 | ContributionCnt |
| Noncash Contributions Rpt F990 | $36,292 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | SELLING VALUE | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 29 | ContributionCnt |
| Noncash Contributions Rpt F990 | $515,027 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 2 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 2 | DURING FISCAL YEAR ENDING JUNE 30, 2024, JFCS BEGAN TO PROVIDE ASSISTED LIVING SERVICES AND MEMORY CARE SERVICES FOR THE ELDERLY. |
| 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: | TRANSFER OF NET ASSETS DUE TO MERGER FROM RHODA GOLDMAN PLAZA 69,624,671. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 490,338. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAUBE FOUNDATION FOR JEWISH LIFE AND CULTURE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2150 POST STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 941155411 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943244838 | EIN |
| Primary Activities | GRANTMAKING | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 12A, I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWISH FAMILY AND CHILDREN'S SERVICES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|
| CHARITABLE REMAINDER UNITRUSTS (8) | |||
| INVESTING AND CHARITABLE GIVING | CA | JEWISH FAMILY AND CHILDREN'S SERVICES | Yes (1) |
| CHARITABLE GIFT ANNUITY (1) | |||
| INVESTING AND CHARITABLE GIVING | CA | JEWISH FAMILY AND CHILDREN'S SERVICES | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAUBE FOUNDATION FOR JEWISH LIFE AND CULTURE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | L | TransactionTypeTxt |
| Involved | $130,000 | InvolvedAmt |
| Method Of Amount Determination | CASH VALUE | MethodOfAmountDeterminationTxt |