2018-04-30T11:04:46-05:00 2017-06-30 113518842 MARKS PANETH LLP 685 THIRD AVENUE NEW YORK NY 10017 990 2016-07-01 135564937 JEWISH BOARD OF FAMILY & CHILDREN'S SERVICES INC JEWI 2125829100 135 WEST 50TH STREET NEW YORK NY 10020 CPA CFO 2125829100 2018-04-30 1 ROBERT LYONS P00227472 2125038800 69.74.165.34 2018-04-30 10:29:37 ED P 1423E06F9E6F9EFDA19AB3AABD1FE32D0EF26F97 B8E8917F0931719FE7A109CCAA1C726E9AF7A481 2016 2021-01-29 14:40:06Z RONALD ACKER 135 WEST 50TH STREET NEW YORK NY 10020 241234644 0 X WWW.JBFCS.ORG X 1921 NY FOR MORE THAN 140 YEARS, THE JEWISH BOARD OF FAMILY AND CHILDREN'S SERVICES, INC. ("THE JEWISH BOARD") HAS BEEN HELPING NEW YORKERS REALIZE THEIR POTENTIAL AND LIVE AS INDEPENDENTLY AS POSSIBLE. WE PROMOTE RESILIENCE AND RECOVERY BY ADDRESSING ALL ASPECTS OF AN INDIVIDUAL'S LIFE INCLUDING MENTAL AND PHYSICAL HEALTH, FAMILY, HOUSING, EMPLOYMENT AND EDUCATION. ACROSS THE FIVE BOROUGHS AND IN WESTCHESTER, WE SERVE MORE THAN 44,000 NEW YORKERS EACH YEAR FROM ALL RELIGIOUS, ETHNIC AND SOCIOECONOMIC BACKGROUNDS. THE JEWISH BOARD IS THE LARGEST NON-PROFIT HUMAN SERVICES PROVIDER IN THE STATE OF NEW YORK, AND ONE OF THE LARGEST IN THE NATION. 53 53 3601 558 0 0 109896284 83205439 140351181 132742584 4367338 7178499 385201 1388084 255000004 224514606 17377533 17701904 0 0 159672633 153458802 0 0 1066715 59352068 55716089 236402234 226876795 18597770 -2362189 224579774 225991774 96073627 90614656 128506147 135377118 X HOPE, RECOVERY AND RESILIENCE GUIDE OUR WORK, AS WE HELP INDIVIDUALS REALIZE THEIR POTENTIAL AND LIVE AS INDEPENDENTLY AS POSSIBLE. 0 0 114985457 15918757 74354506 RESIDENTIAL: THE JEWISH BOARD OPERATES A VARIETY OF RESIDENTIAL SERVICES FOR BOTH CHILDREN AND ADULTS. RESIDENTS INCLUDE PEOPLE WHO STRUGGLE WITH MENTAL HEALTH, PEOPLE WITH INTELELLECTUAL/DEVELOPMENTAL DISABILITIES, CHILDREN WHO HAVE BEEN ABUSED OR NEGLECTED AND FAMILIES WHO ARE SURVIVORS OF DOMESTIC VIOLENCE. OVER 2,000 RESIDENTS ARE SERVED AT ANY GIVEN TIME. 84910470 1777780 55529656 COMMUNITY SERVICES: THE JEWISH BOARD PROVIDES A WIDE RANGE OF SERVICES IN COMMUNITY SETTINGS SUCH AS CLINICS, HOMES, SCHOOLS, HOUSES OF WORSHIP AND OTHER PLACES. WE MAINTAIN THE LARGEST NETWORK OF MENTAL HEALTH CLINICS IN THE STATE, WITH ALMOST 50 CLINICS IN NEIGHBORHOODS THROUGH NEW YORK CITY. WE STRENGTHEN 700 FAMILIES EVERY YEAR THROUGH INTENSIVE SERVICES IN THEIR HOMES, HELPING THEM TO PREVENT FOSTER CARE PLACEMENT. WE HAVE EXTENSIVE PROGRAMS FOR CHILDREN 0 - 5 AND THEIR FAMILIES, TRYING TO IDENTIFY PROBLEMS EARLY AND GET KIDS AND FAMILIES THE HELP THEY NEED. WE ALSO MAINTAIN A COMPREHENSIVE SET OF SERVICES DESIGNED ESPECIALLY FOR THE JEWISH COMMUNITY, INCLUDING SUBSTANCE USE SUPPORT, BEREAVEMENT, COUNSELING AND MORE. 3266130 5367 2858422 EVALUATION AND EDUCATION: THE JEWISH BOARD PROVIDES CLINICAL TRAINING AND CONSULTATION FOR SERVICE PROVIDERS BOTH WITHIN OUR AGENCY AND IN THE LARGER SOCIAL WORK AND MENTAL HEALTH COMMUNITY, AS WELL AS FOR SOCIAL WORK INTERNS. WE CONDUCT HUNDREDS OF TRAINING SESSIONS EACH YEAR, INVOLVING THOUSANDS OF PARTICIPANTS. WE ALSO TRACK CLINICAL OUTCOMES FOR THE PEOPLE WE SERVE, HELPING TO ENSURE THAT THE WORK WE DO IS EFFECTIVE. 203162057 1 1 0 0 0 0 0 0 1 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 509 0 3601 1 0 0 0 0 0 1 1 0 0 0 0 X 53 53 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X X RONALD ACKER 2125829100 135 WEST 50TH STREET NEW YORK NY 10020 ALICE TISCH PRESIDENT 3.00 X X 0 0 0 STEVEN FASMAN VICE PRESIDENT & CHAIR OF EXECUTIVE COMMITTEE 3.00 X X 0 0 0 BETH ANISMAN VICE PRESIDENT 2.00 X X 0 0 0 DAVID EDELSON VICE PRESIDENT 2.00 X X 0 0 0 DAVID EVERETT VICE PRESIDENT 2.00 X X 0 0 0 LYNN KROLL VICE PRESIDENT 2.00 X X 0 0 0 NORMAN LEBEN VICE PRESIDENT 2.00 X X 0 0 0 FRANCES LEVY VICE PRESIDENT 2.00 X X 0 0 0 DAVID MOORE VICE PRESIDENT 2.00 X X 0 0 0 LAURIE SPRAYREGEN VICE PRESIDENT 2.00 X X 0 0 0 JAMIE STECHER SECRETARY & VICE PRESIDENT 2.00 X X 0 0 0 MICHAEL EPSTEIN TREASURER 2.00 X X 0 0 0 ANTHONY MANN CHAIRMAN 3.00 X X 0 0 0 ADAM USDAN BOARD MEMBER 1.00 X 0 0 0 SETH BERGSTEIN BOARD MEMBER 1.00 X 0 0 0 STEPHANIE BERNHEIM BOARD MEMBER 1.00 X 0 0 0 FRED YERMAN HONARARY PRESIDENT 1.00 X 0 0 0 LESLIE MAY BLAUNER BOARD MEMBER 1.00 X 0 0 0 JAMES DEUTSCH BOARD MEMBER 1.00 X 0 0 0 LARRY GOTTLIEB BOARD MEMBER 1.00 X 0 0 0 ANDREW ELY BOARD MEMBER 1.00 X 0 0 0 HENRY FEUERSTEIN BOARD MEMBER 1.00 X 0 0 0 JANET GINSBERG BOARD MEMBER 1.00 X 0 0 0 HARRIET GRUBER BOARD MEMBER 1.00 X 0 0 0 KAREN KASNER BOARD MEMBER 1.00 X 0 0 0 PAUL KRONISH BOARD MEMBER 1.00 X 0 0 0 DANIEL LEFFELL BOARD MEMBER 1.00 X 0 0 0 ARTHUR LEONARD BOARD MEMBER 1.00 X 0 0 0 CAROL LEVIN BOARD MEMBER 1.00 X 0 0 0 JENNIFER LIPSCHULTZ BOARD MEMBER 1.00 X 0 0 0 JENNY LYSS VICE PRESIDENT 2.00 X X 0 0 0 BRAD PECK BOARD MEMBER 1.00 X 0 0 0 KATHY PIKE BOARD MEMBER 1.00 X 0 0 0 GREG KRAUT FORMER BOARD MEMBER 1.00 X 0 0 0 LORING PRATT BOARD MEMBER 1.00 X 0 0 0 TINA PRICE BOARD MEMBER 1.00 X 0 0 0 MARK RACHESKY BOARD MEMBER 1.00 X 0 0 0 STEPHEN REINER FORMER BOARD MEMBER 1.00 X 0 0 0 LORI REINSBERG BOARD MEMBER 1.00 X 0 0 0 LISA SCHIFF BOARD MEMBER 1.00 X 0 0 0 IRA SCHUMAN BOARD MEMBER 1.00 X 0 0 0 ERICA SCHWARTZ BOARD MEMBER 1.00 X 0 0 0 JODI SCHWARTZ FORMER BOARD MEMBER 1.00 X 0 0 0 JEAN SHAFIROFF BOARD MEMBER 1.00 X 0 0 0 ABIGAIL SOLOMON BOARD MEMBER 1.00 X 0 0 0 KEITH STEIN BOARD MEMBER 1.00 X 0 0 0 EMILY STEINMAN BOARD MEMBER 1.00 X 0 0 0 SUSAN TOFEL BOARD MEMBER 1.00 X 0 0 0 JEAN TROUBH CHAIRMAN 3.00 X X 0 0 0 WENDY WILSHIN BOARD MEMBER 1.00 X 0 0 0 HOLLY YOUNGWOOD BOARD MEMBER 1.00 X 0 0 0 LAURIE LINDENBAUM BOARD MEMBER 1.00 X 0 0 0 JOHN HERRMANN CHAIRMAN 3.00 X X 0 0 0 SHERI GELLMAN BOARD MEMBER 1.00 X 0 0 0 ALLISON KANDERS BOARD MEMBER 1.00 X 0 0 0 JOANNE ROSEN BOARD MEMBER 1.00 X 0 0 0 DAVID RIVEL CHIEF EXECUTIVE OFFICER 35.00 X 315463 0 43407 RONALD ACKER CHIEF FINANCIAL OFFICER 35.00 X 289250 0 69240 JOHN KASTAN CHIEF PROGRAM OFFICER 35.00 X 282003 0 34229 LEONARDO RODRIGUEZ EXECUTIVE PROGRAM DIRECTOR 35.00 X 273179 0 81267 REBECCA WULF EXECUTIVE PROGRAM DIRECTOR 35.00 X 263732 0 47649 UDAY MADASU CHIEF INFORMATION OFFICER 35.00 X 242534 0 59166 AVROHOM ADLER EXECUTIVE PROGRAM DIRECTOR 35.00 X 168382 0 39808 THEA JANDZIO EXECUTIVE PROGRAM DIRECTOR 35.00 X 212846 0 16395 ELLEN JOSEM CHIEF LEGAL & STRATEGY OFFICER 35.00 X 287240 0 107541 PAULA PANZER CHIEF CLINICAL & MEDICAL OFFICER 35.00 X 271487 0 62818 ELDON DUMMIT III CHIEF PSYCHIATRIST 35.00 X 223452 0 42892 CARMELA FRIDMAN SENIOR PSYCHIATRIST 35.00 X 233539 0 32709 YANA SEROBYAN PSYCHIATRIST 35.00 X 220539 0 30029 3283646 0 667150 13 0 1 0 NETSMART TECHNOLOGIES PO BOX 823519 PHILADELPHIA PA 19182 TECHNICAL CONSULTATION AND SUPPORT 2817085 GAVS TECHNOLOGIES NA INC DEPARTMENT 2323 DENVER CO 80291 TECHNICAL CONSULTATION AND SUPPORT 2004621 INTEGRATION PARTNERS - NY PO BOX 538542 ATLANTA GA 30353 TECHNICAL CONSULTATION AND SUPPORT 786633 ACCESS STAFFING PO BOX 75334 CHICAGO IL 60675 PERSONNEL SERVICES 782178 RUBAND CONTRACTING CORP PO BOX 181 HASTINGS ON HUDSON NY 10706 CONTRACTING 430483 32 9688618 1236196 68548998 3731627 103635 83205439 MEDICARE/MEDICAID PAYMENTS 624100 88788323 88788323 CLINIC AND OTHER SERVICE FEES 624100 39570032 39570032 EDUCATION AND GOVERMENT CONTRACTS 624100 3934229 3934229 UNION FREE SCHOOL DISTRICT 624100 450000 450000 132742584 2510106 2510106 350876 172837 178039 178039 178039 20980540 16312147 4668393 4668393 4668393 235054 1236196 235054 0 OTHER REVENUE 624100 1210045 1210045 1210045 224514606 132742584 0 8566583 17701904 17701904 2740863 1194997 1545866 111888971 102609014 8618324 661633 4531769 3879994 604231 47544 23124840 20934719 2073852 116269 11172359 10217497 901315 53547 690317 500485 189662 170 691129 5032 686097 234264 234264 530041 530041 6227435 5383357 839716 4362 350068 69990 276049 4029 4914015 4369784 511886 32345 5514378 4882960 614053 17365 17091797 15573032 1439350 79415 1987889 1924804 63026 59 296343 183440 106900 6003 899592 388352 511240 6434975 4116406 2313719 4850 2644858 2480532 150673 13653 BAD DEBT 3105292 3102100 3192 0 REPAIRS AND MAINTENANCE 2094338 2029082 64822 434 SERVICE ASSESSMENT FEES 1010013 1010013 0 0 MISCELLANEOUS 548117 351252 177069 19796 451228 253311 192676 5241 226876795 203162057 22648023 1066715 1303182 1173245 8759806 6568251 2809110 1635675 34848013 35984955 6357677 5073201 140245604 73136150 71914230 67109454 78434308 92447023 20153448 15999970 224579774 225991774 29418534 26591398 1084658 432910 12995000 11352328 138965 164070 13005746 11321030 15000000 13000000 24430724 27752920 96073627 90614656 X 107321124 113331429 14619814 15480480 6565209 6565209 128506147 135377118 224579774 225991774 X -2362189 8215182 1017978 X X 0 1 X 1 1 1 X 47401599 51952974 57155692 109788680 83205439 349504384 47401599 51952974 57155692 109788680 83205439 349504384 349504384 3131541 2100739 2492580 2533139 2860982 13118981 427245 180103 30488 75483 1210045 1923364 364546729 607075425 0.95870 0.94460 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 6445141 936341 248928 7132554 6602141 -157000 6445141 7257133 -654992 6602141 6565209 949659 257735 7257133 6565209 736237 736237 6565209 0.07950 0.92050 0 0 17012605 17012605 88319919 48795606 39524313 5188397 3693017 1495380 29549376 20647527 8901849 175307 175307 67109454 WELLINGTON DIVIDEND INFLATION HEDGE 4243972 F AETOS CAPITAL CUSTOM PORTFOLIO 5122304 F CORNERSTONE PATRIOT FUND 6633694 F 15999970 DUE TO GOVERNMENT AGENCIES 26783968 DEFERRED RENT 968952 27752920 X 232411166 8215182 211419 8426601 223984565 530041 530041 224514606 226731010 211419 172837 384256 226346754 530041 530041 226876795 PART IV, LINE 2B: THE ESCROW ACCOUNTS REPRESENT LIABILITY BALANCES FOR PNA (PERSONAL NEED ASSISTANCE) FUNDS RECEIVED FROM SSA AND/OR THE CLIENTS, AND FUNDS WHICH HAVE BEEN SET ASIDE INTO "BURIAL" ACCOUNTS. PART V, LINE 4: 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. THE BOARD OF TRUSTEES OF THE JEWISH BOARD HAS ADOPTED THE NEW YORK PRUDENT MANAGEMENT OF INSTITUTIONAL FUNDS ACT ("NYPMIFA"). NYPMIFA MOVES AWAY FROM THE "HISTORICAL DOLLAR VALUE" STANDARD, AND PERMITS CHARITIES TO APPLY A SPENDING POLICY TO ENDOWMENTS BASED ON CERTAIN SPECIFIED STANDARDS OF PRUDENCE. IN ACCORDANCE WITH NYPMIFA, THE JEWISH BOARD CLASSIFIES AS PERMANENTLY RESTRICTED NET ASSETS, (A) THE ORIGINAL VALUE OF GIFTS DONATED TO THE PERMANENT ENDOWMENT, (B) THE ORIGINAL VALUE OF SUBSEQUENT GIFTS TO THE PERMANENT ENDOWMENT, AND (C) ACCUMULATIONS TO THE PERMANENT ENDOWMENT MADE IN ACCORDANCE WITH THE DIRECTION OF APPLICABLE DONOR GIFT INSTRUMENT AT THE TIME THE ACCUMULATION IS ADDED TO THE FUND. PART X, LINE 2: THE JEWISH BOARD OF FAMILY & CHILDREN'S SERVICES, INC. HAS NO UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2017 IN ACCORDANCE WITH ACCOUNTING STANDARDS CODIFICATION ("ASC") TOPIC 740, "INCOME TAXES," WHICH PROVIDES STANDARDS FOR ESTABLISHING AND CLASSIFYING ANY TAX PROVISIONS FOR UNCERTAIN TAX POSITIONS. THE ORGANIZATION IS NO LONGER SUBJECT TO FEDERAL OR STATE AND LOCAL INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR THE YEARS PRIOR TO JUNE 30, 2014. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSE 172,837. SPRING BENEFIT 1417139 1200752 216387 177848 5000 33539 LADIES NIGHT OUT 33380 24432 8948 7492 1000 456 4 20731 11012 9719 7097 2622 1471250 1236196 235054 177848 14589 6000 36617 235054 0 1 FINANCIAL ASSISTANCE TO INDIVIDUALS 32881 17701904 PART I, LINE 2: THE JEWISH BOARD PROVIDES FINANCIAL ASSISTANCE ON BEHALF OF CLIENTS IN OUR PROGRAMS. THE FINANCIAL ASSISTANCE INCLUDES RENT, FOOD AND UTILITIES. PROGRAM MANAGERS MONITOR THAT FUNDS ARE DISBURSED IN ACCORDANCE WITH PROGRAM PURPOSE AND GUIDELINES. NO FUNDS ARE DISBURSED DIRECTLY TO CLIENTS. X X X X X 0 1 0 0 0 0 0 0 0 DAVID RIVEL CHIEF EXECUTIVE OFFICER 315463 0 0 0 0 0 10530 0 32877 0 358870 0 0 0 RONALD ACKER CHIEF FINANCIAL OFFICER 287305 0 0 0 1945 0 32378 0 36862 0 358490 0 0 0 JOHN KASTAN CHIEF PROGRAM OFFICER 282003 0 0 0 0 0 0 0 34229 0 316232 0 0 0 LEONARDO RODRIGUEZ EXECUTIVE PROGRAM DIRECTOR 261792 0 0 0 11387 0 53141 0 28126 0 354446 0 8507 0 REBECCA WULF EXECUTIVE PROGRAM DIRECTOR 254075 0 0 0 9657 0 36563 0 11086 0 311381 0 7249 0 UDAY MADASU CHIEF INFORMATION OFFICER 242534 0 0 0 0 0 25676 0 33490 0 301700 0 0 0 AVROHOM ADLER EXECUTIVE PROGRAM DIRECTOR 168382 0 0 0 0 0 3777 0 36031 0 208190 0 0 0 THEA JANDZIO EXECUTIVE PROGRAM DIRECTOR 212846 0 0 0 0 0 1607 0 14788 0 229241 0 0 0 ELLEN JOSEM CHIEF LEGAL & STRATEGY OFFICER 285542 0 0 0 1698 0 74342 0 33199 0 394781 0 0 0 PAULA PANZER CHIEF CLINICAL & MEDICAL OFFICER 270517 0 0 0 970 0 28661 0 34157 0 334305 0 0 0 ELDON DUMMIT III CHIEF PSYCHIATRIST 188252 0 0 0 35200 0 12570 0 30322 0 266344 0 0 0 CARMELA FRIDMAN SENIOR PSYCHIATRIST 233539 0 0 0 0 0 556 0 32153 0 266248 0 0 0 YANA SEROBYAN PSYCHIATRIST 220539 0 0 0 0 0 7045 0 22984 0 250568 0 0 0 X 11 57697 FMV X 4 45938 FMV 0 1 1 PART I, LINE 32B: DONORS ARE INSTRUCTED TO TRANSFER STOCK INTO A BROKERAGE ACCOUNT MAINTAINED BY THE ORGANIZATION. STOCK IS SUBSEQUENTLY SOLD BY THE BROKER AND CASH IS DEPOSITED INTO THE REGULAR OPERATING ACCOUNT OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 2 LORI REINSBERG AND WENDY WILSHIN ARE SISTERS. FRED YERMAN AND EMILY STEINMAN ARE FATHER/DAUGHTER. ALLISON KANDERS AND JENNIFER LIPSCHULTZ ARE SISTERS. FORM 990, PART VI, SECTION B, LINE 11B FISCAL STAFF PREPARES THE FORM 990 AND IT IS REVIEWED BY MANAGEMENT. THE RETURN IS SENT TO OUR INDEPENDENT AUDITING FIRM FOR REVIEW. IT THEN IS REVIEWED BY THE AUDIT COMMITTEE FOR CORRECTNESS AND COMPLETENESS OF INFORMATION. ALL BOARD MEMBERS RECEIVE A COPY OF THE FINAL DRAFT. SUFFICIENT TIME IS GRANTED FOR ANY AND ALL QUESTIONS/INQUIRIES OF THE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS AND SENIOR STAFF WITH AGENCY WIDE RESPONSIBILITIES COMPLETE A CONFLICT OF INTEREST FORM EACH YEAR. THE AUDIT COMMITTEE VERIFIES THAT ALL FORMS HAVE BEEN SUBMITTED. ANY INDICATIONS OF POTENTIAL OR REPORTED CONFLICTS OF INTEREST ARE REVIEWED BY THE GENERAL COUNSEL AND, IF APPROPRIATE, BY THE AUDIT COMMITTEE. FORM 990, PART VI, SECTION B, LINE 15 EXECUTIVE COMPENSATION IS REVIEWED ANNUALLY BY THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD, UTILIZING MARKET ANALYSIS AND OTHER COMPARATIVE INFORMATION DEVELOPED BY INDEPENDENT CONSULTANTS. THIS INDEPENDENT ANALYSIS IS UPDATED PERIODICALLY AND WAS MOST RECENTLY UPDATED IN 2017. SALARY DECISIONS ARE SUBSEQUENTLY REPORTED TO THE FULL BOARD OF TRUSTEES, WHICH HAS AN OPPORTUNITY IN CLOSED SESSION TO HAVE FURTHER DISCUSSION ABOUT THE RECOMMENDATIONS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: POSTRETIREMENT RELATED CHANGES OTHER THAN NET PERIODIC COSTS 1,017,978. FORM 990 PART XII, LINE 2C: HAS NOT BEEN CHANGED FROM THE PRIOR YEAR. PELICAN HEALTH CORP 135 WEST 50TH STREET NEW YORK NY 10020 133969383 HEALTH CARE SERVICES - DORMANT CORP NY N/A C 1.00000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0