2023-06-27T20:06:33-05:00 2022-06-30 952302617 SINGERLEWAK LLP 262 GRAND AVENUE S SAN FRANCISCO CA 94080 990 2021-07-01 941156528 JEWISH FAMILY AND CHILDREN'S SERVICES JEWI 4154491200 PO BOX 159004 SAN FRANCISCO CA 94115 JONATHAN ZIMMAN CFO 4154491200 2023-06-12 1 JONATHAN ZIMMAN 999009999 NANAZ BENYAMINI P00666808 6508727600 2023-06-12 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z DR ANITA FRIEDMAN PO BOX 159004 SAN FRANCISCO CA 94115 55066284 0 X WWW.JFCS.ORG X 1850 CA 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. JFCS PROVIDES PREVENTIVE, EDUCATIONAL, THERAPEUTIC, AND SUPPORTIVE SERVICES, WITHIN THE CONTEXT OF HISTORIC JEWISH VALUES, EMPHASIZING INTER-GENERATIONAL TIES AND COMMUNITY RESPONSIBILITY. 30 30 576 1182 0 0 49096046 37521417 12690487 12000592 8293869 1865885 114896 312492 70195298 51700386 2851276 3839048 0 0 27825165 28784585 0 0 2897694 8257856 8668156 38934297 41291789 31261001 10408597 103898772 104778549 23080715 22725112 80818057 82053437 X SEE SCHEDULE O 0 0 19949878 2276158 6984396 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. 7678492 475668 2073958 CHILDREN AND FAMILIES: THROUGH THE CENTER FOR CHILDREN AND YOUTH, JFCS IMPROVES THE LIVES OF CHILDREN AND FAMILIES BY PROVIDING A RANGE OF CLINICAL MENTAL HEALTH SERVICES FOR CHILDREN AND TEENS, PARENT COACHING AND EDUCATION PROGRAMS, TRAINING FOR CHILD DEVELOPMENT PROFESSIONALS, AND PUBLIC POLICY ADVOCACY. JFCS ALSO HELPS FAMILIES THROUGH ITS ADOPTION AGENCY, HOUSING AND ADVOCACY PROGRAMS, FINANCIAL ADVICE AND ASSISTANCE SERVICES, AND YOUTH EDUCATIONAL AND MENTORING PROGRAMS. 4058689 814853 2324862 EMIGRES AND REFUGEES: JFCS PROVIDES SUPPORT TO THOSE WHO HAVE IMMIGRATED TO THE BAY AREA TO ACCULTURATE TO THEIR NEW LIVES BY OFFERING LEGAL SERVICES, CITIZENSHIP CLASSES, COUNSELING, LOANS AND GRANTS, AND OTHER SUPPORT SERVICES. 3047069 272369 617376 ADULTS: JFCS OFFERS SERVICES TO ADULTS THROUGH ITS FINANCIAL ASSISTANCE AND SMALL BUSINESS LOAN PROGRAM, COMMUNITY EDUCATION PROGRAMS, COUNSELING, CASE MANAGEMENT, SPIRITUAL CARE, BEREAVEMENT AND HEALING PROGRAM, DISABILITY SERVICES PROGRAM, AND OTHER PRACTICAL AND EMOTIONAL SUPPORT SERVICES. 3047069 272369 617376 34734128 1 1 0 0 0 1 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 134 0 1 576 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 30 30 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X X JONATHAN ZIMMAN CFO 4154491200 2150 POST ST SAN FRANCISCO CA 94115 DOUG WINTHROP PRESIDENT 2.00 X X 0 0 0 MARCI DOLLINGER VICE PRESIDENT 2.00 X X 0 0 0 DAVID DOSSETTER VICE PRESIDENT 2.00 X X 0 0 0 KERRI LEHMANN VICE PRESIDENT 2.00 X X 0 0 0 DAVID KREMER VICE PRESIDENT 2.00 X X 0 0 0 DAVID KIACHKO TREASURER 2.00 X X 0 0 0 STEVEN FEINBERG VICE TREASURER 2.00 X X 0 0 0 ALEX INGERSOLL SECRETARY 2.00 X X 0 0 0 VALLI BENESCH DIRECTOR 2.00 X 0 0 0 ROBERT BLUM DIRECTOR 2.00 X 0 0 0 KATHY FIELDS MD DIRECTOR 2.00 X 0 0 0 ZHENYA FRIEDMAN DIRECTOR 2.00 X 0 0 0 CARL GRUNFELD MD DIRECTOR 2.00 X 0 0 0 SCOTT HABER DIRECTOR 2.00 X 0 0 0 ODED HERMONI DIRECTOR 2.00 X 0 0 0 ANDY HESS DIRECTOR 2.00 X 0 0 0 ROBERT KAUFMAN DIRECTOR 2.00 X 0 0 0 NATACHA KOLB DIRECTOR 2.00 X 0 0 0 LISA STONE PRITZKER DIRECTOR 2.00 X 0 0 0 GARRY RAYANT DDS DIRECTOR 2.00 X 0 0 0 LAURA ROBBIN DIRECTOR 2.00 X 0 0 0 MICHAEL ROLNICK DIRECTOR 2.00 X 0 0 0 ROBERT ROSNER DIRECTOR 2.00 X 0 0 0 SANDRA SHMUNIS DIRECTOR 2.00 X 0 0 0 LYDIA SHORENSTEIN DIRECTOR 2.00 X 0 0 0 DEBORAH STADTNER DIRECTOR 2.00 X 0 0 0 JACQUELINE NEUWIRTH SWIRE DIRECTOR 2.00 X 0 0 0 LUBA TROYANOVSKY DIRECTOR 2.00 X 0 0 0 ALEX VARUM DIRECTOR 2.00 X 0 0 0 MITCH WAXMAN DIRECTOR 2.00 X 0 0 0 DR ANITA FRIEDMAN EXECUTIVE DIRECTOR 45.00 X 479078 0 40600 JONATHAN F ZIMMAN CHIEF FINANCIAL OFFICER 45.00 X 228934 0 18523 NANCY GAIL MASTERS ASSOCIATE EXECUTIVE DIRECT 45.00 X 239256 0 19476 BARBARA ANN FARBER DIR. OF DEVEL/PERM. ENDOW 45.00 X 225163 0 18336 BRUCE D FELDSTEIN DIRECTOR OF CHAPLANCY SERV 45.00 X 193311 0 15706 STACY A RACKUSIN DEPUTY DIRECTOR OF DEVELOP 45.00 X 184622 0 13885 CATHERINE M FLANNERY NEUROLOGIST 45.00 X 180600 0 0 1730964 0 126526 34 0 1 0 XANTRION INC 651 20TH ST OAKLAND CA 94612 IT SERVICES 784252 CLEANERIFIC LLC PO BOX 210296 SAN FRANCISCO CA 94121 JANITORIAL SERVICES 447878 CONNOR DALY CONSTRUCTION 1727 20TH AVENUE SAN FRANCISCO CA 94122 BUILDING IMPROVEMENT 332426 HIRED HANDS INC 1744 NOVATO BLVD STE 200 NOVATA CA 94947 TEMP. WORKERS 317691 RUSSIAN RENAISSANCE RESTAURANT 5241 GEARY BLVD SAN FRANCISCO CA 94118 CATERING 314377 21 4661030 32860387 1438140 37521417 PROGRAM SERVICE FEES 624100 11994799 11994799 LOAN INTEREST INCOME 624100 5793 5793 12000592 1675629 1675629 379193 296265 82928 82928 82928 3259889 3069427 206 190462 -206 190256 190256 MISCELLANEOUS INCOME 624100 229564 229564 229564 51700386 12000592 0 2178377 264510 264510 3574538 3574538 895047 895047 22503416 19647833 1104244 1751339 923117 705650 125550 91917 2699413 2452024 91130 156259 1763592 1503641 119467 140484 46998 12469 28442 6087 175526 146522 13720 15284 176139 176139 2419891 1739265 328556 352070 522160 508633 100 13427 1252453 987718 114616 150119 1442857 1180632 116845 145380 447582 434698 10202 2682 324089 37196 262478 24415 121755 121755 1106682 1056631 16494 33557 288934 180339 99043 9552 RECRUITMENT 158390 149572 4116 4702 BAD DEBTS 134998 134998 DUES AND SUBSCRIPTIONS 49702 17259 32023 420 41291789 34734128 3659967 2897694 1458433 1526748 2935640 8199823 8008634 9137590 1498906 2170471 297446 492310 11940 6810 307451 736706 41258879 19835168 21129849 21423711 68250473 61084380 103898772 104778549 6543993 7355498 11338289 10583718 5198433 4785896 23080715 22725112 X 20996768 21650239 59821289 60403198 80818057 82053437 103898772 104778549 10408597 -9173217 0 X 0 1 X 1 0 X 16872361 21028592 25607419 49096046 37521417 150125835 16872361 21028592 25607419 49096046 37521417 150125835 40929234 109196601 766283 893199 935687 1367234 2054822 6017225 20359 229564 249923 156392983 122455175 0.69820 0.73430 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 43 1982379 2043889 11888836 1 1 48370384 1695805 -5739395 1503239 42823555 39507905 1773991 8642042 1553554 48370384 39061776 1638574 516654 1262959 39954045 36549232 1644868 2178879 1311203 39061776 35837892 1618145 320491 1227296 36549232 0.99610 0.00390 0 0 7676355 7676355 23794489 12691090 11103399 2572521 1980895 591626 2349216 1991818 357398 4866298 3171365 1694933 21423711 SPLIT-INTEREST LIABILITIES 4785896 4785896 X 42979930 -9173217 628900 -8544317 51524247 176139 176139 51700386 41744550 628900 628900 41115650 176139 176139 41291789 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, 2022, 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 V, LINE 4 - INTENDED USES OF ENDOWMENT FUND THE JEWISH FAMILY AND CHILDREN'S SERVICES ENDOWMENT CONSISTS OF MORE THAN 393 DONOR-RESTRICTED FUNDS WHICH HAVE BEEN ESTABLISHED TO PROVIDE ONGOING SUPPORT FOR THE MISSION OF THE ORGANIZATION. DONOR RESTRICTED FUNDS ARE DESIGNATED TO PROVIDE FUNDING FOR VARIOUS PROGRAMS OR TO SUPPORT 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. 1 AMERICAN FRIENDS OF SADLER'S WELLS 200 E 66TH STREET SUITE A1605 NEW YORK NY 10065 133036349 3 27150 0 FMV PROGRAM SUPPORT JEWISH FAMILY SERVICES OF SILICON VALLEY 14855 OKA ROAD SUITE 3 LOS GATOS CA 95032 942536452 3 25000 0 FMV PROGRAM SUPPORT SCHWAB CHARITABLE GIFT FUND 211 MAIN STREET SAN FRANCISCO CA 94105 311640316 3 18000 0 FMV PROGRAM SUPPORT JEWISH COMMUNITY FEDERATION 121 STEUART STREET SAN FRANCISCO CA 94105 941156533 3 16200 0 FMV PROGRAM SUPPORT JEWISH HOME AND SENIOR LIVING FOUNDATION 302 SILVER AVENUE SAN FRANCISCO CA 94112 020724278 3 13860 0 FMV PROGRAM SUPPORT ACLU FOUNDATION 125 BROAD STREET 18TH FL NEW YORK NY 10004 940279770 3 11000 0 FMV PROGRAM SUPPORT PLANNED PARENTHOOD FEDERATION OF AMERICA 123 WILLIAM STREET 10TH FL NEW YORK NY 10273 131644147 3 10700 0 FMV PROGRAM SUPPORT DOCTORS WITHOUT BORDERS 6 EAST 39TH STREET 8TH FL NEW YORK NY 10016 133433452 3 9500 0 FMV PROGRAM SUPPORT THE CENTER FOR PUBLIC INTEGRITY 901 17TH STREET NW 7TH FL WASHINGTON DC 20006 541512177 3 8000 0 FMV PROGRAM SUPPORT PENINSULA JEWISH COMMUNITY CTR 800 FORSTER CITY BLVD FOSTER CITY CA 94404 943327262 3 7500 0 FMV PROGRAM SUPPORT UCSF FOUNDATION UCSF BOX 0970 SAN FRANCISCO CA 94143 521309391 3 6100 0 FMV PROGRAM SUPPORT PETS UNLIMITED 2343 FILLMORE STREET SAN FRANCISCO CA 94115 941358298 3 6000 0 FMV PROGRAM SUPPORT SF - MARIN FOOD BANK 900 PENNSYLVANIA AVENUE SAN FRANCISCO CA 94107 943041517 3 6000 0 FMV PROGRAM SUPPORT AMERICANS FOR BEN-GURION UNIVERSITY PO BOX 7410310 CHICAGO IL 60674 237270753 3 5000 0 FMV PROGRAM SUPPORT CALIFORNIA ACADEMY OF SCIENCES 55 MUSIC CONCOUSE DRIVE GOLDEN GATE PARK SAN FRANCISCO CA 94118 941156258 3 5000 0 FMV PROGRAM SUPPORT EXPLORATORIUM 3601 LYON STREET SAN FRANCISCO CA 94123 941696494 3 5000 0 FMV PROGRAM SUPPORT PLANNED PARENTHOOD NORTHERN CALIFORNIA 2185 PACHECO ST CONCORD CA 64520 941575233 3 5000 0 FMV PROGRAM SUPPORT RED TAB FOUNDATION 1155 BATTERY ST LS/7 SAN FRANCISCO CA 94111 942779937 3 5000 0 FMV PROGRAM SUPPORT RUTGERS UNIVERSITY FOUNDATION PO BOX 193 BRUNSWICK NJ 08903 237318742 3 5000 0 FMV PROGRAM SUPPORT ASSISTANCE TO ADULTS 327 272369 FMV ASSISTANCE TO CHILDREN AND FAMILIES 296 211158 FMV ASSISTANCE TO OLDER ADULTS 1114 1776997 FMV AID TO EMIGRES 152 814853 FMV X X X X X X 0 0 0 0 0 0 0 0 0 DR ANITA FRIEDMAN EXECUTIVE DIRECTOR 379078 0 0 0 100000 0 40600 0 0 0 519678 0 0 0 JONATHAN F ZIMMAN CHIEF FINANCIAL OFFICER 228934 0 0 0 0 0 18523 0 0 0 247457 0 0 0 NANCY GAIL MASTERS ASSOCIATE EXECUTIVE DIRECT 239256 0 0 0 0 0 19476 0 0 0 258732 0 0 0 BARBARA ANN FARBER DIR. OF DEVEL/PERM. ENDOW 225163 0 0 0 0 0 18336 0 0 0 243499 0 0 0 BRUCE D FELDSTEIN DIRECTOR OF CHAPLANCY SERV 193311 0 0 0 0 0 15706 0 0 0 209017 0 0 0 STACY A RACKUSIN DEPUTY DIRECTOR OF DEVELOP 184622 0 0 0 0 0 13885 0 0 0 198507 0 0 0 CATHERINE M FLANNERY NEUROLOGIST 180600 0 0 0 0 0 0 0 0 0 180600 0 0 0 X 12 14949 AUTO AUCTIONS X 41 1423191 STOCK MARKET 0 1 1 PART I, LINE 32B: JEWISH FAMILY AND CHILDREN'S SERVICES CONTRACTS WITH ONE COMMERCIAL FUNDRAISERS TO CONDUCT A VEHICLE DONATION PROGRAM. CHARITABLE ADULT RIDES & SERVICES, INC. 8804 BALBOA AVENUE SAN DIEGO, CA 94123 1-858-300-2901 FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: JEWISH FAMILY AND CHILDREN'S SERVICES (JFCS), A NON-PROFIT PUBLIC-BENEFIT CORPORATION, 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. AS A PROBLEM-SOLVING CENTER FOR CHILDREN, FAMILIES, AND OLDER ADULTS, JFCS ASSISTS PEOPLE AS THEY FACE LIFE TRANSITIONS AND PERSONAL CRISES IN FOUR CORE PROGRAM AREAS. FORM 990, PART VI, SECTION A, LINE 2 LINE 2 EXPLANATION - GARRY RAYANT AND KATHY FIELDS ARE BOTH DIRECTORS AND ARE MARRIED TO EACH OTHER. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S FORM 990 WAS REVIEWED BY THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ANNUAL CONFLICT OF INTEREST FORMS ARE SIGNED BY THE TRUSTEES, OFFICERS, DIRECTORS, AND KEY EMPLOYEES. CONFLICTS ARE REFERRED TO THE AUDIT COMMITTEE. FORM 990, PART VI, SECTION B, LINE 15 COMPARABILITY DATA FOR CEO/EXECUTIVE DIRECTOR AND CFO 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 GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE ON JFCS' WEBSITE AND UPON REQUEST. FORM 990, PART VI, SECTION A, LINE 2 : GARRY RAYANT AND KATHY FIELDS ARE BOTH DIRECTORS AND ARE MARRIED TO EACH OTHER. TAUBE FOUNDATION FOR JEWISH LIFE AND CULTURE 2150 POST STREET SAN FRANCISCO CA 941155411 943244838 SUPPORTED ORGANIZATION CA 501(C)(3) CHARITY N/A 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 TAUBE FOUNDATION FOR JEWISH LIFE AND CULTURE L 85000 CASH VALUE TAUBE FOUNDATION FOR JEWISH LIFE AND CULTURE C 10000 CASH VALUE