2025-05-29T15:55:50-05:00 2024-09-30 410746749 CLIFTONLARSONALLEN LLP 20 EAST THOMAS ROAD SUITE 2300 PHOENIX AZ 85012 990 2023-10-01 860096781 JEWISH FAMILY AND CHILDREN'S SERVICE INC JEWI 6022797655 4747 N 7TH STREET 100 PHOENIX AZ 85014 TERRENCE DANIELS CFO, COO 6022797655 2025-05-29 1 1 WAYNE M HUNTER P01073139 6022662248 2025-05-29 2023 2025-03-06 01:10:19Z LORRIE HENDERSON 4747 N 7TH STREET 100 PHOENIX AZ 85014 45268184 0 X WWW.JFCSAZ.ORG X 1955 AZ PROVIDE BEHAVIORAL HEALTH AND SOCIAL SERVICES TO CHILDREN, FAMILIES AND ADULTS OF ALL AGES. 13 13 658 156 0 0 2304888 5981005 39109930 34234004 392943 698277 163431 369739 41971192 41283025 632933 569249 0 0 31829300 30671771 0 0 1197860 13103102 14079574 45565335 45320594 -3594143 -4037569 36657783 34692233 18498619 20464646 18159164 14227587 X STRENGTHENING THE COMMUNITY BY PROVIDING BEHAVIORAL HEALTH, HEALTHCARE AND SOCIAL SERVICES TO ALL AGES, FAITHS AND BACKGROUNDS. 1 0 30451832 298562 30551116 INTEGRATED HEALTHCARE - OFFERS OUTPATIENT COUNSELING, PSYCHIATRIC CARE, MEDICATION SERVICES, YOUTH TRANSITION PROGRAM, PLAY THERAPY, CRISIS SUPPORT, MARRIAGE/COUPLE COUNSELING, BEREAVEMENT/GRIEF SUPPORT, TELEHEALTH, WELLNESS MANAGEMENT, AND PRIMARY MEDICAL IN FOUR MARICOPA COUNTY HEALTHCARE CENTERS - EAST VALLEY/GILBERT, GLENDALE, PHOENIX/MARYVALE, WEST VALLEY/AVONDALE. JFCS SERVED 15,592 PEOPLE IN FY2024 AT THE FOUR FACILITIES AND THROUGH COMMUNITY-BASED PROGRAMS. 3677829 257834 2644678 CHILD & FAMILY SOLUTIONS - CHILD & FAMILY SOLUTIONS DIVISION PROVIDES A FOCUSED CONTINUUM OF PREVENTION, INTERVENTION, AND RECOVERY SERVICES TO ADDRESS THE NEEDS OF CHILDREN, YOUTH AND FAMILIES AT DIFFERENT POINTS IN THEIR LIVES. CHILD & FAMILY SOLUTIONS HOUSES FOUR PROGRAMS: CREATING PEACEFUL FAMILIES, HOMEBASED SERVICES (FAMILY PRESERVATION, FAMILY REUNIFICATION, PARENT AIDE, SUPERVISED VISITATION), REAL WORLD JOB DEVELOPMENT, AND SHELTER WITHOUT WALLS. THE IMPACT TO THE COMMUNITY IS BOTH QUANTITATIVE AND QUALITATIVE WITH 10,374 PERSONS PROVIDED SITE SPECIFIC AND VIRTUAL SERVICES AND SUPPORT IN FY2024.CREATING PEACEFUL FAMILIES: K-12 PREVENTION AND INTERVENTION CURRICULUMS DELIVERED DURING THE SCHOOL YEAR HELP CHILDREN, PARENTS, AND SCHOOL PERSONNEL TO FIND HEALTHY SOLUTIONS TO SOCIAL AND EMOTIONAL PROBLEMS AND LEARN STRATEGIES TO IDENTIFY AND COMMUNICATE ISSUES BEFORE THEY ESCALATE INTO CRISES.HOMEBASED SERVICES: WE COLLABORATE WITH ARIZONA DEPARTMENT OF CHILD SAFETY (ADCS) TO PROVIDE PARENT COACHING AND THERAPY SUPPORT FOR CHILDREN; AND DEVELOPMENT OF FAMILY PRESERVATION AND REUNIFICATION PLANS FOR HIGH-RISK FAMILIES REFERRALS WHO HAVE A CASE PLAN MANDATING SUCH SERVICES.REAL WORLD JOB DEVELOPMENT: PROVIDES FOSTER CARE/DISCONNECTED YOUTH, AGE 16-24, COMPREHENSIVE SERVICES THAT ADDRESS THEIR NEEDS TO SUCCESSFULLY TRANSITION TO ADULTHOOD. SERVICES INCLUDE AN ONLINE HIGH SCHOOL FOR CREDIT RECOVERY, HIGH SCHOOL EQUIVALENCY EXAM PREPARATION AND TUTORING; SKILL ATTAINMENT TRAINING; WORK READINESS; JOB PLACEMENT; LEADERSHIP DEVELOPMENT; COUNSELING; CASE MANAGEMENT; SUPPORTIVE SERVICES; AND MENTORING.SHELTER WITHOUT WALLS: OFFERS COMPREHENSIVE SERVICES TO ADDRESS THE UNMET NEEDS OF DOMESTIC VIOLENCE SURVIVORS (FEMALE AND MALE) AND THEIR CHILDREN WHO ARE LIVING OUTSIDE OF SHELTER SETTINGS. THE PROGRAM OFFERS CRISIS INTERVENTION; SAFETY PLANNING; LAY LEGAL ADVOCACY; CASE MANAGEMENT; THERAPY; DOMESTIC VIOLENCE EDUCATION; AND SUPPORT GROUPS. 787329 12853 753865 JFCS OLDER ADULT PROGRAMS PROVIDE EMOTIONAL AND SOCIAL SUPPORT TO PEOPLE OVER AGE 60 IN OUR COMMUNITY THROUGH COUNSELING, GRIEF SUPPORT GROUPS, AND IN-HOME SERVICES. JFCS OFFERS SOCIALIZATION PROGRAMS (SITE SPECIFIC AND VIRTUAL) THAT PROVIDE OLDER ADULTS ACCESS TO ACTIVITIES THAT HELP THEM RETAIN INDEPENDENCE AND PROMOTE HEALTHY LIVING IN BOTH MIND AND BODY. SENIOR CONCIERGE SERVICES DIRECT OLDER ADULTS IN MARICOPA COUNTY TO PROGRAMS AND RESOURCES, INCLUDING BUT NOT LIMITED TO, EDUCATION, SOCIALIZATION, AND TRANSPORTATION. IN FY2024, JFCS SERVED 8540 OLDER ADULTS THROUGH COMMUNITY-BASED PROGRAMS. 303437 0 284345 JFCS JEWISH COMMUNITY SERVICES PROVIDES THE JEWISH COMMUNITY WITH SERVICES TO HELP OVERCOME LIFE'S CHALLENGES. WE OFFER SUPPORT TO JEWISH FAMILIES FACING AN EMERGENCY FINANCIAL CRISIS, KOSHER MEAL KITS, CHAPLAINS PROVIDE SPIRITUAL COMFORT AND SUPPORT TO PATIENTS AND THEIR FAMILIES AT AREA HOSPITALS, HOLOCAUST SURVIVOR SERVICES, AND BEHAVIORAL HEALTH SERVICES. IN FY2024, JFCS SERVED 6,906 OLDER ADULTS THROUGH JEWISH COMMUNITY PROGRAMS. 303437 0 284345 35220427 1 1 0 1 0 0 0 0 0 1 1 0 1 1 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 0 1 135 0 1 658 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X JEANIE WYNN 6022797655 4747 N 7TH STREET 100 PHOENIX AZ 85014 JANICE DINNER CHAIR 0.86 0.00 X X 0 0 0 EDWARD OBER VICE CHAIR 0.86 0.00 X X 0 0 0 PAM MEYER SECRETARY 0.86 0.00 X X 0 0 0 PAUL E STANDER DIRECTOR 0.86 0.00 X 0 0 0 CAROL KERN DIRECTOR 0.86 0.00 X 0 0 0 KAREN OWENS DIRECTOR 0.86 0.00 X 0 0 0 TAMARA ZACH DIRECTOR 0.86 0.00 X 0 0 0 MEGHAN SHAPIRO DIRECTOR 0.86 0.00 X 0 0 0 SUSAN HIRSCHMAN DIRECTOR 0.86 0.00 X 0 0 0 JEVIN HODGE DIRECTOR (LEFT 11/23) 0.86 0.00 X 0 0 0 MICHAEL SEIDEN DIRECTOR 0.86 0.00 X 0 0 0 JENNIFER KIRSHNER DIRECTOR 0.86 0.00 X 0 0 0 ANALISE ORTIZ DIRECTOR 0.86 0.00 X 0 0 0 PETER MORAGA DIRECTOR 0.86 0.00 X 0 0 0 LORRIE HENDERSON PRESIDENT & CEO 40.00 2.00 X 330133 0 27281 TERRENCE DANIELS CHIEF FINANCIAL OFFICER 40.00 1.50 X 159872 0 17951 MARK T CALLESEN MD CHIEF MEDICAL OFFICER 40.00 0.00 X 283847 0 24613 SHARON SY NURSE PRACTITIONER 40.00 0.00 X 197138 0 20328 HANNAH BANGURA NURSE PRACTITIONER 40.00 0.00 X 170540 0 18475 JAKE FREEMAN NURSE PRACTITIONER 40.00 0.00 X 168294 0 18907 MARY WHITFIELD VP INTEGRATED HEALTH 40.00 0.50 X 160330 0 15138 HERENDIRA VALDEZ SHAHNAZ NURSE PRACTITIONER 40.00 0.00 X 155129 0 10123 1625283 0 152816 17 0 1 0 LUCENT HEALTH 10860 GOLD CENTER DR STE 225 RANCHO CORDOVA CA 95670 MEDICAL SERVICES 925975 NEXTGEN HEALTHCARE PO BOX 511449 LOS ANGELES CA 900518004 MEDICAL SERVICES 641911 ADP INC PO BOX 842875 BOSTON MA 022842875 PAYROLL SERVICES 493331 VERIZON WIRELESS SERVICES LLC 1999 BRYAN ST STE 900 DALLAS TX 752013136 TECHNOLOGY SERVICES 301552 RELATED SERVICES INC JANI-KING OF PHOENIX PHOENIX AZ 85020 ONSITE CLEANING SERVICES 265129 10 260000 303885 3653607 1763513 5981005 PROGRAM FEES REVENUE 624100 33116228 33116228 MANAGEMENT SERVICES 624100 885883 885883 CLIENT PROGRAM FEES 624100 231893 231893 34234004 522760 522760 6870 0 6870 6870 6870 4100181 3924664 175517 175517 175517 5624 303885 60495 -54871 -54871 OTHER INCOME 900099 417740 417740 417740 41283025 34234004 0 1068016 X 569249 569249 868439 325287 543152 24418640 20587543 3461453 369644 423619 368712 46508 8399 2968781 2475548 438651 54582 1992292 1649949 306196 36147 91445 91445 88111 88111 4909783 4290554 289164 330065 703871 543837 120023 40011 2931707 2589698 251569 90440 421599 392695 27576 1328 8856 5661 913 2282 651698 561429 27668 62601 162874 80338 9515 73021 BAD DEBT EXPENSE 2829420 2829420 EQUIPMENT R&M 898617 687090 140994 70533 MISCELLANEOUS 328907 60852 226300 41755 MEMBERSHIP DUES 30777 24926 3649 2202 21909 7059 14850 45320594 35220427 8902307 1197860 3057679 3426113 280195 1259189 440503 351274 4816421 5545211 1118729 1118729 500192 421582 5461585 2814544 3142951 2647041 4413310 1768032 909593 1037464 7082592 7456984 10895618 9660614 36657783 34692233 3176585 3575665 726810 815382 3000000 14595224 13073599 18498619 20464646 X 16078631 11695047 2080533 2532540 18159164 14227587 36657783 34692233 X -4037569 -268400 374392 X X 0 1 X 1 1 1 X 4720331 5483513 3725347 2304888 5981005 22215084 4720331 5483513 3725347 2304888 5981005 22215084 4110333 18104751 67130 61106 96628 265536 529630 1020030 32325 26054 191860 184413 417740 852392 24087506 187735990 0.75160 0.73780 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2019 AMOUNT: $ 32,325. 2020 AMOUNT: $ 26,054. 2021 AMOUNT: $ 191,860. 2022 AMOUNT: $ 184,413. 2023 AMOUNT: $ 417,740. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 0 0 0 0 1 24000 24000 0 PART II-B, LINE 1: JFCS ENTERED INTO A CONTRACTED AGREEMENT WITH AN ARIZONA LOBBYIST AND CONSULTANT WHO PROVIDED FULL REPRESENTATION FOR JFCS AT THE ARIZONA LEGISLATURE AND EXECUTIVE BRANCH, CONSULTED ON THE DEVELOPMENT OF RELATIONSHIPS WITH OTHER BEHAVIORAL HEALTH PROVIDERS, WORKED ON THE DEVELOPMENT OF THE JFCS BOARD OF DIRECTORS, ASSISTED WITH COMMUNICATION WITH CONGRESSIONAL STAFF, AND IDENTIFIED GRANTS OR OTHER FEDERAL/LOCAL FUNDING SOURCES DESIGNATED THROUGH THE CONGRESSIONAL DISTRICT, MUNICIPALITY, COUNTY OR STATE AGENCY. 298375 57584 15510 340449 279330 34107 12800 2262 298375 338357 -46538 10711 1778 279330 295502 42855 338357 276313 19189 295502 0.00000 1.00000 0.00000 0 0 4457864 2121040 2336824 497818 306291 191527 505903 387213 118690 2647041 INVESTMENTS IN SUBSIDIARIES 7456984 C 7456984 DEPOSITS 144451 OPERATING RIGHT-OF-USE ASSET 9377123 FINANCING RIGHT-OF-USE ASSET 139040 9660614 LEASE LIABILITY: OPERATING 12928619 LEASE LIABILITY: FINANCE 144980 13073599 X PART V, LINE 4: JFCS AGENCY ENDOWMENT FUND IS ESTABLISHED FOR THE EXPRESS PURPOSE OF CREATING AN EVER-INCREASING SOURCE OF FUTURE FINANCIAL SUPPORT OF JFCS. ENDOWMENT FUNDS CONSIST OF DONOR -RESTRICTED ENDOWMENT FUNDS. AS REQUIRED BY U.S. GAAP, NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR IMPOSED RESTRICTIONS. PART X, LINE 2: JEWISH FAMILY AND CHILDREN'S SERVICE, INC. (JFCS) IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) OF 1954 AS AMENDED AND FROM STATE INCOME TAXES UNDER ARS 43-1201. IN ADDITION, JFCS HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE (IRS) NOT TO BE A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A). INCOME DETERMINED TO BE UNRELATED BUSINESS TAXABLE INCOME (UBTI) WOULD BE TAXABLE. MANAGEMENT BELIEVES THAT JFCS HAS NO UNCERTAIN TAX POSITIONS AS OF SEPTEMBER 30, 2024 AND 2023. BRIGHTER TOMORROW VIRTUAL EVENT 309509 303885 5624 46943 6024 7528 309509 303885 5624 46943 6024 7528 60495 -54871 1 HOUSING SUPPORT 53 99372 N/A N/A UTILITIES ASSISTANCE 117 15422 N/A N/A TRANSPORTATION SUPPORT 1205 38788 N/A N/A FOOD AND PERSONAL ITEMS 1978 354366 N/A N/A OTHER SUPPORT 167 61301 N/A N/A PART I, LINE 2: DOCUMENTATION THAT IS REQUIRED TO DETERMINE ELIGIBILITY IS COLLECTED PRIOR TO DISBURSEMENT OF ASSISTANCE. ACCOUNTING DEPARTMENT KEEPS RECORDS ON FILE AND WORKS CLOSELY WITH GRANT MANAGER FOR REQUIRED GRANT REPORTING. GRANT/ASSISTANCE TO INDIVIDUALS IS BASED ON ELIGIBILITY AND NEEDS AND DETERMINED BY CLINICAL TEAM TO BE CLINICALLY APPROPRIATE FOR TREATMENT GOALS. CLINICAL RECORD IS DOCUMENTED AND SIGNED OFF BY CLINICIAN AND SUPERVISOR. ALL REQUESTS MUST HAVE THESE APPROVALS BEFORE A REQUEST CAN BE SUBMITTED TO ACCOUNTING FOR PAYMENT. X X X 0 0 0 0 0 0 0 1 0 LORRIE HENDERSON PRESIDENT & CEO 305000 0 15000 0 10133 0 16441 0 10840 0 357414 0 0 0 MARK T CALLESEN MD CHIEF MEDICAL OFFICER 271922 0 0 0 11925 0 14136 0 10477 0 308460 0 0 0 SHARON SY NURSE PRACTITIONER 197101 0 0 0 37 0 9817 0 10511 0 217466 0 0 0 HANNAH BANGURA NURSE PRACTITIONER 168846 0 0 0 1694 0 8493 0 9982 0 189015 0 0 0 JAKE FREEMAN NURSE PRACTITIONER 168294 0 0 0 0 0 8381 0 10526 0 187201 0 0 0 TERRENCE DANIELS CHIEF FINANCIAL OFFICER 147208 0 4389 0 8275 0 7962 0 9989 0 177823 0 0 0 MARY WHITFIELD VP INTEGRATED HEALTH 159955 0 0 0 375 0 7984 0 7154 0 175468 0 0 0 HERENDIRA VALDEZ SHAHNAZ NURSE PRACTITIONER 155092 0 0 0 37 0 0 0 10123 0 165252 0 0 0 PART I, LINE 7 BONUSES ARE BASED ON DISCRETION AND APPROVED BY THE BOARD. FORM 990, PART III, LINE 2 JFCS JEWISH COMMUNITY SERVICES PROVIDES THE JEWISH COMMUNITY WITH SERVICES TO HELP OVERCOME LIFE'S CHALLENGES. WE OFFER SUPPORT TO JEWISH FAMILIES FACING AN EMERGENCY FINANCIAL CRISIS, KOSHER MEAL KITS, CHAPLAINS PROVIDE SPIRITUAL COMFORT AND SUPPORT TO PATIENTS AND THEIR FAMILIES AT AREA HOSPITALS, HOLOCAUST SURVIVOR SERVICES, AND BEHAVIORAL HEALTH SERVICES. IN FY2024, JFCS SERVED 6,906 OLDER ADULTS THROUGH JEWISH COMMUNITY PROGRAMS. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE CHAIRMAN, VICE CHAIRMAN, SECRETARY AND IMMEDIATE PAST CHAIR. THE EXECUTIVE COMMITTEE SHALL MEET AT THE PLEASURE OF THE BOARD CHAIR TO CONSIDER PROBLEMS OF AN URGENT NATURE WHEN THERE IS INSUFFICIENT TIME TO CONVENE THE FULL BOARD. MATTERS THAT COME BEFORE THE EXECUTIVE COMMITTEE SHALL BE BROUGHT TO THE ATTENTION OF THE FULL BOARD NO LATER THAN THE FOLLOWING BOARD OF DIRECTORS MEETING. THE EXECUTIVE COMMITTEE SHALL ALSO FUNCTION AS THE EXECUTIVE COMPENSATION COMMITTEE AND WILL BE RESPONSIBLE FOR THE COMPENSATION AND BENEFITS AWARDED TO THE CEO. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE ORGANIZATION'S PUBLIC ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY MANAGEMENT. ONCE THE DRAFT IS AVAILABLE, IT IS REVIEWED BY MANAGEMENT AND ANY CHANGES INCORPORATED INTO THE FILING. ONCE THIS DETAILED REVIEW IS COMPLETE, THE DRAFT OF THE FORM 990 IS PRESENTED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW AND COMMENTS PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF HIS OR HER FINANCIAL INTEREST AND MUST BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH BOARD-DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSIONS WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE BOARD OR THE COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE BOARD OR COMMITTEE MEETING, BUT, AFTER SUCH PRESENTATION, HE/SHE SHALL LEAVE THE BOARD MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT THAT RESULTS IN THE CONFLICT OF INTEREST. THE CHAIRPERSON OF THE BOARD OR CHAIRPERSON OF THE COMMITTEE SHALL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER EXERCISING DUE DILIGENCE, THE BOARD OR COMMITTEE SHALL DETERMINE WHETHER THE CORPORATION CAN OBTAIN A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT WITH REASONABLE EFFORTS FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY ATTAINABLE UNDER THE CIRCUMSTANCES THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST, THE BOARD OR COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE CORPORATION'S BEST INTEREST AND FOR ITS OWN BENEFIT AND WHETHER THE TRANSACTION OR ARRANGEMENT IS FAIR AND REASONABLE TO THE CORPORATION AND SHALL MAKE ITS DECISION AS TO THE SHELTER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT IN CONFORMITY WITH SUCH DETERMINATION. THE MINUTES OF THE BOARD AND ALL COMMITTEES WITH BOARD DELEGATED POWERS SHALL CONTAIN: 1) THE NAMES OF THE PERSONS WHO DISCLOSED OR OTHERWISE WERE FOUND TO HAVE A FINANCIAL INTEREST IN CONNECTION WITH AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, THE NATURE OF THE FINANCIAL INTEREST, ANY ACTION TAKEN TO DETERMINE WHETHER A CONFLICT OF INTEREST WAS PRESENT AND THE BOARD'S OR COMMITTEE'S DECISION AS TO WHETHER A CONFLICT OF INTEREST IN FACT EXISTED. 2) THE NAMES OF THE PERSONS WHO WERE PRESENT FOR DISCUSSIONS AND VOTES RELATING TO THE TRANSACTION OR ARRANGEMENT, THE CONTENT OF THE DISCUSSION, INCLUDING ANY ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT, AND A RECORD OF ANY VOTES TAKEN IN CONNECTION THEREWITH. EACH DIRECTOR, PRINCIPAL OFFICER, AND MEMBER OF A COMMITTEE WITH BOARD DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT THAT AFFIRMS THEY HAVE RECEIVED A COPY, READ AND UNDERSTOOD, AGREED TO COMPLY AND UNDERSTANDS THE REASON BEHIND THE POLICY. NEW EMPLOYEES ARE EDUCATED ON CONFLICT OF INTEREST POLICY DURING NEW HIRE ORIENTATION AND REQUIRED TO SIGN AN ACKNOWLEDGEMENT THAT IS PUT IN THEIR EMPLOYEE FILE. SENIOR MANAGEMENT IS TO MONITOR ACTIVITIES AND REQUIRED TO REPORT TO HR ANY VIOLATIONS OF THE POLICY FOR FURTHER INVESTIGATION. IF ANY VIOLATION IS SUBSTANTIATED, A DETERMINATION OF CORRECTIVE ACTION WILL BE MADE SUCH AS COACHING, PERFORMANCE IMPROVEMENT PLAN AND OR TERMINATION. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION FOR ALL EMPLOYEES IS BASED UPON APPROVED SALARY RANGES FOR POSITIONS, CURRENT SALARY SURVEYS FOR NON-PROFITS REFLECTING THE LOCAL LABOR MARKET AND THE FINANCIAL POSITION OF THE COMPANY. SALARY RANGES ARE APPROVED BY THE CEO/PRESIDENT OF JFCS. COMPENSATION FOR THE CEO/PRESIDENT IS DETERMINED BY THE BOARD AND APPROVED IN THE EXECUTIVE SESSION OF THE BOARD. ON AN ANNUAL BASIS, THE BOARD OF DIRECTORS APPROVES THE ANNUAL OPERATING BUDGET FOR JFCS PRIOR TO THE BEGINNING OF EACH FISCAL YEAR, OCTOBER 1. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 409,736. MANAGEMENT AND GENERAL EXPENSES 44,761. FUNDRAISING EXPENSES 31,520. TOTAL EXPENSES 486,017. MEDICAL SERVICES: PROGRAM SERVICE EXPENSES 3,077,717. MANAGEMENT AND GENERAL EXPENSES 156,668. FUNDRAISING EXPENSES 236,764. TOTAL EXPENSES 3,471,149. INTERPRETER SERVICES: PROGRAM SERVICE EXPENSES 139,666. MANAGEMENT AND GENERAL EXPENSES 15,258. FUNDRAISING EXPENSES 10,744. TOTAL EXPENSES 165,668. CONSULTING SERVICES: PROGRAM SERVICE EXPENSES 663,435. MANAGEMENT AND GENERAL EXPENSES 72,477. FUNDRAISING EXPENSES 51,037. TOTAL EXPENSES 786,949. FORM 990, PART XI, LINE 9: INVESTMENT GAIN/(LOSS) IN SUBSIDIARY 374,392. FORM 990, PART XII, LINE 2C: THE FINANCE COMMITTEE OVERSEES THE AUDITED FINANCIAL STATEMENTS AND MAKES RECOMMENDATIONS TO THE BOARD. THERE HAS BEEN NO CHANGE IN THE PROCESS DURING THE TAX YEAR. CHILD AND FAMILY SOLUTIONS LLC 4747 N 7TH STREET STE 100 PHOENIX AZ 85014 860096781 INACTIVE AZ 0 0 JEWISH FAMILY AND CHILDREN'S SERVICES INC JFCS BEHAVIORAL HEALTH LLC 4747 N 7TH STREET STE 100 PHOENIX AZ 85014 860096781 INACTIVE AZ 0 0 JEWISH FAMILY AND CHILDREN'S SERVICES INC TWENTY THIRTY THREE INC 4747 N 7TH STREET SUITE 100 PHOENIX AZ 85014 742372607 LAND,PROPERTY & EQUIPMENT LEASING TO 501(C)(3) ORGANIZATIONS AZ 501(C)(2) N/A JEWISH FAMILY AND CHILDREN'S SERVICE INC 1 SOJOURNER CENTER PO BOX 20156 PHOENIX AZ 85036 942465081 SERVICES TO THOSE IMPACTED BY DOMESTIC VIOLENCE AZ 501(C)(3) LINE 7 JEWISH FAMILY AND CHILDREN'S SERVICE INC 1 0 0 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 TWENTY THIRTY THREE INC K 786977 FMV TWENTY THIRTY THREE INC D 1118729 COST TWENTY THIRTY THREE INC L 376876 COST SOJOURNER CENTER L 505007 COST SCHEDULE R, PART I: CHILD AND FAMILY SOLUTIONS, LLC AND JFCS BEHAVIORAL HEALTH, LLC ARE TRADE NAMES THAT HAVE BEEN REGISTERED ONLY AND DO NOT HAVE THEIR OWN EIN.