2021-05-14T14:27:05-05:00 2020-06-30 952302617 SINGERLEWAK LLP 262 GRAND AVENUE S SAN FRANCISCO CA 94080 990 2019-07-01 941156528 JEWISH FAMILY AND CHILDREN'S SERVICES JEWI 4154491200 PO BOX 159004 SAN FRANCISCO CA 941159004 JONATHAN ZIMMAN CFO 4154491200 2021-05-13 1 BRUCE WRIGHT P00083251 6508727600 2019 2022-09-23 18:48:47Z DR ANITA FRIEDMAN PO BOX 159004 SAN FRANCISCO CA 941159004 51901626 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 30 768 1273 0 0 21028592 25607419 16699587 13801298 761094 1253380 -642374 -265268 37846899 40396829 2279688 2387042 0 0 27275790 27035060 0 0 2475823 8270842 9058054 37826320 38480156 20579 1916673 74948955 76234764 28169433 27931796 46779522 48302968 X SEE SCHEDULE O 0 0 19269718 1326521 8654166 OLDER ADULTS:JFCS PROVIDES COMPREHENSIVE, CARING SERVICES TO HELP OLDER ADULTS LIVE SAFE, HEALTHY LIVES IN THEIR OWN HOMES. SENIORS-AT-HOME HELPS OLDER ADULTS LIVE INDEPENDENTLY AND GIVES PEACE OF MIND TO THEIR FAMILIES. ITS COMPREHENSIVE SERVICES INCLUDE HOME CARE, COUNSELING, CAREGIVER SUPPORT, AND DEMENTIA CARE. PALLIATIVE CARE HELPS ALLEVIATE SUFFERING FOR PEOPLE OF ALL AGES FACING A CHRONIC OR TERMINAL ILLNESS. OUR FIDUCIARY SERVICES PROGRAM HELPS PEOPLE SAFELY MANAGE THEIR MONEY AND AFFAIRS FROM BILL PAYING TO LEGAL CONSERVATORSHIP. JFCS OLDER ADULTS SERVICES ALSO INCLUDE KOSHER MEALS-ON-WHEELS DELIVERY, BEREAVEMENT AND HEALING SERVICES, HOLOCAUST SURVIVOR SUPPORT SERVICES, VOLUNTEER SERVICES, AND HOLIDAY VISITORS. 6813558 447422 2243348 CHILDREN AND FAMILIES: THROUGH OUR CENTER FOR CHILDREN AND YOUTH, JFCS IMPROVES THE LIVES OF CHILDREN AND FAMILIES THROUGH A RANGE OF CLINICAL AND MENTAL HEALTH SERVICES FOR CHILDREN AND TEENS, PARENT SUPPORT AND EDUCATION PROGRAMS, TRAINING FOR CHILD DEVELOPMENT PROFESSIONALS, AND PUBLIC POLICY ADVOCACY. JFCS ALSO HELPS FAMILIES THROUGH ITS ADOPTION CONNECTION PROGRAM, HOUSING AND ADVOCACY PROGRAMS, DREAM PROGRAM FOR VICTIMS OF DOMESTIC VIOLENCE, FINANCIAL ADVICE AND ASSISTANCE SERVICES, AND YOUTH EDUCATIONAL AND MENTORING PROGRAMS. 3351482 249035 2245633 EMIGRES AND REFUGEES: THROUGH OUR COMPREHENSIVE EMIGRE SERVICES, JFCS WARMLY WELCOMES IMMIGRANTS AND REFUGEES, HELPING THEM TO BUILD NEW LIVES AND BECOME ACTIVE, INVOLVED MEMBERS OF THEIR NEW COMMUNITY. JFCS EMIGRE PROGRAMS INCLUDE BILINGUAL MENTAL HEALTH SERVICES, CITIZENSHIP ASSISTANCE, LEGAL ASSISTANCE, AND IMMIGRATION SERVICES, EMIGRE YOUTH DEVELOPMENT PROGRAM, AND OUR L'CHAIM ADULT DAY HEALTH CENTER, A LIFELINE FOR LOW INCOME, IMMIGRANT SENIORS THAT PROVIDES THEM WITH MANY CRITICAL SOCIAL AND MEDICAL SERVICES. 2664525 364064 658151 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. 2664525 364064 658151 32099283 1 1 0 0 0 1 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 1 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 179 0 1 768 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 30 30 0 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 941159004 LUBA TROYANOVSKY PRESIDENT 2.00 X X 0 0 0 SCOTT KAY VICE PRESIDENT 2.00 X X 0 0 0 KERRI LEHMANN VICE PRESIDENT 2.00 X X 0 0 0 JAN MAISEL MD VICE PRESIDENT 2.00 X X 0 0 0 MARINA TIKHMAN VICE TREASURER 2.00 X X 0 0 0 DAVID KREMER VICE PRESIDENT 2.00 X X 0 0 0 DOUG WINTHROP TREASURER 2.00 X X 0 0 0 DEBORAH HOFFMAN SECRETARY 2.00 X X 0 0 0 JIM SHAPIRO DIRECTOR/PAST PRESIDENT 2.00 X 0 0 0 DAVID DOSSETTER DIRECTOR 2.00 X 0 0 0 ROBERT BLUM DIRECTOR 2.00 X 0 0 0 MARCI DOLLINGER DIRECTOR 2.00 X 0 0 0 STEVEN FEINBERG DIRECTOR 2.00 X 0 0 0 CARL GRUNFELD DIRECTOR 2.00 X 0 0 0 ALEX INGERSOLL DIRECTOR 2.00 X 0 0 0 DAVID KIACHKO DIRECTOR 2.00 X 0 0 0 MARK MENELL DIRECTOR 2.00 X 0 0 0 MICHAEL ROLNICK DIRECTOR 2.00 X 0 0 0 JOHN SAMPSON DIRECTOR 2.00 X 0 0 0 ROBERT TANDLER DIRECTOR 2.00 X 0 0 0 ALEX VARUM DIRECTOR 2.00 X 0 0 0 KATHY FIELDS-RAYANT DIRECTOR 2.00 X 0 0 0 ODED HERMONI DIRECTOR 2.00 X 0 0 0 NATACHA KOLB DIRECTOR 2.00 X 0 0 0 JACQUELINE NEUWIRTH SWIRE DIRECTOR 2.00 X 0 0 0 GARRY RAYANT DIRECTOR 2.00 X 0 0 0 LAURA ROBBIN 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 DR ANITA FRIEDMAN EXECUTIVE DIRECTOR 45.00 X 618480 0 39200 LAURA L JAMIESON CFO (END 04/2020) 45.00 X 206009 0 32018 JONATHAN ZIMMAN CFO (START 04/2020) 45.00 X 0 0 0 NANCY GAIL MASTERS ASSOCIATE EXECUTIVE DIRECT 45.00 X 234401 0 19067 BARBARA ANN FARBER DIR. OF DEVEL/PERM. ENDOW 45.00 X 217790 0 17527 BRUCE D FELDSTEIN DIRECTOR OF CHAPLANCY SERVICE 45.00 X 183119 0 0 STACY A RACKUSIN DEPUTY DIRECTOR OF DEVELOPMENT 45.00 X 177843 0 0 ALISSA STEINER WORTON HUNT DEPUTY DIRECTOR OF DEVELOPMENT 45.00 X 149342 0 12050 1786984 0 119862 21 0 1 0 XANTRION INC 651 20TH ST OAKLAND CA 94612 IT SERVICES 530175 ENERGY MECHANIX INC 1290 OLD COUNTY ROAD SUITE B BLEMONT CA 94002 HVAC 385803 UNITRANS 236 WEST PORTAL AVE 774 SAN FRANCISCO CA 94127 TRANSPORTATION 327838 CLEANERIFIC LLC 3465 CESAR CHAVEZ SAN FRANCISCO CA 94110 JANITORIAL SERVICES 269167 RHODA GOLDMAN PLAZA 2180 POST STREET SAN FRANCISCO CA 94115 CATERING 211716 13 877301 24730118 826286 25607419 PROGRAM SERVICE FEES 624100 13792374 13792374 LOAN INTEREST INCOME 624100 8924 8924 13801298 935687 935687 334802 323705 11097 11097 11097 11038918 96614 10817839 0 221079 96614 317693 317693 43945 877301 363253 -319308 -319308 MISCELLANEOUS INCOME 624100 42943 42943 42943 40396829 13801298 0 988112 279412 279412 2075080 2075080 32550 32550 657680 657680 21007325 18413292 1119523 1474510 886218 661657 143163 81398 2838713 2579651 120433 138629 1645124 1422325 108345 114454 130400 103536 26058 806 122202 100038 11437 10727 2137204 1401296 468076 267832 563992 527617 26484 9891 1181903 894964 141580 145359 1711741 1394816 157225 159700 609653 597101 10070 2482 206545 36759 163882 5904 534488 534488 1240354 1153598 38398 48358 289231 202323 76614 10294 RECRUITMENT 166936 101173 60942 4821 BAD DEBTS 106729 106517 212 DUES AND SUBSCRIPTIONS 56676 15578 40440 658 38480156 32099283 3905050 2475823 182211 5392717 1990958 12059532 4680033 3931493 2215990 1923004 473329 368134 22235 17975 472657 474303 35678231 17655646 18967274 18022585 43369482 33999010 2574786 46011 74948955 76234764 6120270 4360970 17046983 18680224 5002180 4890602 28169433 27931796 X 2358866 2917798 44420656 45385170 46779522 48302968 74948955 76234764 1916673 -393227 0 X 0 1 X 1 0 X 14775664 18488417 16872361 21028592 25607419 96772453 14775664 18488417 16872361 21028592 25607419 96772453 20840430 75932023 698181 704623 766283 893199 935687 3997973 100770426 84095490 0.75350 0.79130 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 40 235874 279412 1286726 1 1 39061776 1638574 516654 1262959 39954045 36549232 1644868 2178879 1311203 39061776 35837892 1618145 320491 1227296 36549232 34963413 1759864 26696 912081 35837892 33665737 2403180 -284969 820535 34963413 0.99200 0.00800 0 0 6751355 6751355 20159287 11278515 8880772 2308301 1890928 417373 2428675 1658427 770248 4030613 2827776 1202837 18022585 SPLIT-INTEREST LIABILITIES 4890602 4890602 39989496 -393227 151244 -241983 40231479 165350 165350 40396829 38466050 151244 151244 38314806 165350 165350 38480156 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. 0 0 0 0 0 0 0 0 0 0 HOLOCAUST SURVIVORS ASSISTANCE EUROPE 3 32500 CHECKS, WIRE TRANSFERS 0 0 0 0 0 0 PART III ACCOUNTING METHOD: EMIGRE GALA 921246 877301 43945 363253 921246 877301 43945 363253 363253 -319308 1 JEWISH COMMUNITY FEDERATION 121 STEUART STREET SAN FRANCISCO CA 94105 941156533 3 33400 FMV PROGRAM SUPPORT HILLEL AT STANFORD PO BOX 20526 STANFORD CA 94309 770492512 3 25000 FMV PROGRAM SUPPORT PENINSULA JEWISH COMMUNITY CTR 800 FORSTER CITY BLVD FOSTER CITY CA 94404 943327262 3 20000 FMV CALIFORNIA FIRE RELIEF LUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTH 400 HAMILTON AVESTE 340 PALO ALTO CA 94301 770440090 3 13600 FMV CALIFORNIA FIRE RELIEF JEWISH VOCATIONAL SERVICE 225 BUSH STREETSTE 400 SAN FRANCISCO CA 94104 942213100 3 11200 FMV PROGRAM SUPPORT SF CAMPUS FOR JEWISH LIVING 302 SILVER AVENUE SAN FRANCISCO CA 94112 940545320 3 10500 FMV PROGRAM SUPPORT UCSF FOUNDATION UCSF BOX 0970 SAN FRANCISCO CA 94143 521309391 3 7200 FMV PROGRAM SUPPORT SF - MARIN FOOD BANK 900 PENNSYLVANIA AVENUE SAN FRANCISCO CA 94107 943041517 3 7000 FMV PROGRAM SUPPORT PLANNED PARENTHOOD FEDERATION 123 WILLIAM STREET10TH FL NEW YORK NY 10273 131644147 3 6150 FMV PROGRAM SUPPORT ACLU FOUNDATION 125 BROAD STREET 18TH FL NEW YORK NY 10004 940279770 3 6000 FMV PROGRAM SUPPORT DELANCEY STREET FOUNDATION 600 EMBARCADERO SAN FRANCISCO CA 94107 237102690 3 5500 FMV PROGRAM SUPPORT CONTEMPORARY JEWISH MUSEUM 736 MISSION ST SAN FRANCISCO CA 94103 470920831 3 5300 FMV PROGRAM SUPPORT RED TAB FOUNDATION 1155 BATTERY ST LS-7 SAN FRANCISCO CA 94111 942779937 3 5000 FMV PROGRAM SUPPORT THE CENTER FOR PUBLIC INTEGRITY 901 17TH STREETNW 7TH FL WASHINGTON DC 20006 541512177 3 5000 FMV PROGRAM SUPPORT ASSISTANCE TO ADULTS 835 364064 FMV ASSISTANCE TO CHILDREN AND FAMILIES 426 168011 FMV ASSISTANCE TO OLDER ADULTS 1594 1243972 FMV AID TO EMIGRES 130 249034 FMV X X X X X X 0 0 0 0 0 0 0 0 0 DR ANITA FRIEDMAN EXECUTIVE DIRECTOR 518480 0 0 0 100000 0 39200 0 0 0 657680 0 0 0 LAURA L JAMIESON CFO (END 04/2020) 206009 0 0 0 0 0 32018 0 0 0 238027 0 0 0 NANCY GAIL MASTERS ASSOCIATE EXECUTIVE DIRECT 234401 0 0 0 0 0 19067 0 0 0 253468 0 0 0 BARBARA ANN FARBER DIR. OF DEVEL/PERM. ENDOW 217790 0 0 0 0 0 17527 0 0 0 235317 0 0 0 BRUCE D FELDSTEIN DIRECTOR OF CHAPLANCY SERVICE 183119 0 0 0 0 0 0 0 0 0 183119 0 0 0 STACY A RACKUSIN DEPUTY DIRECTOR OF DEVELOPMENT 177843 0 0 0 0 0 0 0 0 0 177843 0 0 0 ALISSA STEINER WORTON HUNT DEPUTY DIRECTOR OF DEVELOPMENT 149342 0 0 0 0 0 12050 0 0 0 161392 0 0 0 X 18 7902 AUTO AUCTIONS X 33 694794 STOCK MARKET X GOOGLE ADS 1 123590 COMPARATIVE FEES 0 1 1 PART I, LINE 32B: JEWISH FAMILY AND CHILDREN'S SERVICES CONTRACTS WITH TWO COMMERCIAL FUNDRAISERS TO CONDUCT A VEHICLE DONATION PROGRAM. CHARITABLE ADULT RIDES & SERVICES, INC. 8804 BALBOA AVENUE SAN DIEGO, CA 94123 1-858-300-2901 AUTOMOTIVE RECOVERY SERVICES DBA INSURANCE AUTO AUCTIONS TWO WESTBROOK CORPORATE CENTER, SUITE #500 WESTCHESTER, IL 60154 1-708-492-7000 FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: JEWISH FAMILY AND CHILDREN'S SERVICES (JFCS) EXISTS TO PROVIDE PROFESSIONAL AND VOLUNTEER SERVICES FOR THE PURPOSES OF DEVELOPING, RESTORING, AND MAINTAINING THE COMPETENCY OF FAMILIES AND INDIVIDUALS OF ALL AGES. SINCE IT WAS FOUNDED IN 1850, JFCS HAS PROVIDED AN ARRAY OF PREVENTIVE, EDUCATIONAL, THERAPEUTIC, AND SUPPORTIVE SERVICES, WITHIN THE CONTEXT OF HISTORIC JEWISH VALUES, EMPHASIZING INTER-GENERATIONAL TIES AND COMMUNITY RESPONSIBILITY. TODAY, JFCS ASSISTS PEOPLE OF ALL FAITHS AND BACKGROUNDS AS THEY FACE LIFE TRANSITIONS AND PERSONAL CRISIS WITH OVER 40 HIGH-QUALITY, RESEARCH-BASED SOCIAL AND EDUCATIONAL PROGRAMS AND SERVICES. THESE INCLUDE HOME CARE FOR SENIORS, THERAPY FOR CHILDREN, SUPPORT FOR HOLOCAUST SURVIVORS, YOUTH VOLUNTEER PROGRAMS, COUNSELING FOR EMIGRES, ADOPTION SERVICES, PARENTING WORKSHOPS, DISASTER ASSISTANCE, AND SERVICES FOR PEOPLE WITH DISABILITIES. 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 AND CFO ARE REVIEWED BY THE BOARD OF DIRECTORS. COMPENSATION DETERMINED AFTER REVIEW OF COMPARABILITY DATA AND PERFORMANCE EVALUATIONS. EXECUTIVE DIRECTOR APPROVES ALL COMPENSATION FOR OTHER KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. 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 1 0 0 TAUBE FOUNDATION FOR JEWISH LIFE AND CULTURE L 75000 CASH VALUE TAUBE FOUNDATION FOR JEWISH LIFE AND CULTURE C 100000 CASH VALUE TAUBE FOUNDATION FOR JEWISH LIFE AND CULTURE Q 175307 CASH VALUE