2017-08-14T11:54:46-05:00 2016-09-30 420714325 RSM US LLP 80 CITY SQUARE BOSTON MA 021293742 990 2015-10-01 042104356 JEWISH FAMILY & CHILDREN'S SERVICE INC JEWI 7816475327 1430 MAIN STREET WALTHAM MA 02451 BRUCE HASKIN CEO 7816475327 2017-08-11 1 LYNNE JOHNSON P00757336 6179129000 2015 2021-01-29 14:40:06Z RIMMA ZELFAND 1430 MAIN STREET WALTHAM MA 02451 33349994 0 X WWW.JFCSBOSTON.ORG X 1922 MA JEWISH FAMILY & CHILDREN'S SERVICE ("JF&CS") FOCUSES ON A SINGULAR POWERFUL MISSION - TO IMPROVE PEOPLE'S LIVES. JF&CS PROVIDES A BROAD RANGE OF PERSONALIZED SERVICES FOR ANYONE SEEKING CARE, GUIDANCE, AND A PURPOSEFUL, INDEPENDENT LIFE. 31 31 717 2261 -169638 -169638 7977691 10769957 15650073 16802209 482620 478124 -366882 -476972 23743502 27573318 48000 0 0 0 18750020 20206257 0 0 1447536 5566035 6796990 24364055 27003247 -620553 570071 30877578 32348235 1917084 1934144 28960494 30414091 X JEWISH FAMILY & CHILDREN'S SERVICE CARES FOR INDIVIDUALS AND FAMILIES BY PROVIDING EXCEPTIONAL HUMAN SERVICES AND HEALTH CARE PROGRAMS, GUIDED BY JEWISH TRADITIONS OF SOCIAL RESPONSIBILITY, COMPASSION, AND RESPECT FOR ALL MEMBERS OF THE COMMUNITY. 0 0 6787255 5778344 CARE FOR THE ELDERLY:JF&CS PROVIDES AN EXTENSIVE CONTINUUM OF SERVICES FOR SENIORS THROUGHOUT GREATER BOSTON. WE OFFER COMPREHENSIVE, COMPASSIONATE GERIATRIC CARE TO HELP SENIOR ADULTS LIVE HEALTHY, INDEPENDENT, AND MEANINGFUL LIVES. OUR SERVICES INCLUDE SUPPORT AND EDUCATION FOR THE TRANSITIONS OF AGING AS WELL AS SHORT AND LONG-TERM CARE, GERIATRIC CARE MANAGEMENT, MENTAL HEALTH COUNSELING, AND SUPPORT FOR PEOPLE WITH PARKINSON'S AND THEIR CAREGIVERS. THE JF&CS GROUP ADULT FOSTER CARE PROGRAM PROVIDES ASSISTANCE WITH ACTIVITIES OF DAILY LIVING IN A CONGREGATE SETTING TO ELDERLY AND/OR DISABLED MASSHEALTH RECIPIENTS. SERVICES ARE PROVIDED BY PERSONAL CARE HOMEMAKERS SEVEN DAYS PER WEEK, AND ARE SUPERVISED BY A REGISTERED NURSE AND A SOCIAL WORKER/CASE MANAGER.FOR THE YEAR ENDED SEPTEMBER 30, 2016, JF&CS MADE OVER 300,000 VISITS TO THE ELDERLY IN THE GREATER BOSTON AREA. 11392902 9220056 SERVICES FOR PEOPLE WITH DISABILITIES: JF&CS SERVICES FOR PEOPLE WITH DISABILITIES PROVIDES RESIDENTIAL SERVICES, DAY AND WORK PROGRAMMING, SOCIAL PROGRAMMING, CASE MANAGEMENT AND 1:1 SKILLS COACHING. FOR FAMILIES THAT ARE IMPACTED BY DISABILITIES WE PROVIDE INFORMATION AND REFERRAL, FAMILY CONSULTATION, AND GROUP RESPITE ACTIVITIES FOR CHILDREN WITH MULTIPLE DISABILITIES. OUR PROGRAMS ARE GROUNDED IN THE BELIEF THAT ALL PEOPLE SHOULD LIVE WITH DIGNITY IN THE COMMUNITY AND ENJOY THE RIGHTS AFFORDED THEIR PEERS REGARDLESS OF THEIR DIFFERENCES. SERVICES REFLECT THE VALUES OF INDIVIDUAL AUTONOMY, COMMUNITY INCLUSION, AND CARE CONTINUITY. JF&CS PROGRAMS ALSO MAKE IT POSSIBLE FOR PEOPLE WITH DISABILITIES TO MAINTAIN A JEWISH HOME AND PARTICIPATE IN CULTURAL AND RELIGIOUS ACTIVITIES IN THE MANNER THAT IS MOST MEANINGFUL FOR THEM.FOR THE YEAR ENDED SEPTEMBER 30, 2016, JF&CS PROVIDED SERVICES TO OVER 1,000 CLIENTS IN ELEVEN DISTINCT AREAS OF SERVICE TO INDIVIDUALS WITH DISABILITIES. 2239392 1803809 THE CENTER FOR EARLY RELATIONSHIP SUPPORT/HEALTHY FAMILIES: THE CENTER FOR EARLY RELATIONSHIP SUPPORT (CERS) IS A CENTER OF EXCELLENCE FOR DIRECT SERVICES, TRAINING, SUPERVISION, AND CONSULTATION THAT FOCUS ON THE EARLIEST INFANT-PARENT RELATIONSHIP. CERS PROMOTES THE HEALTHY DEVELOPMENT OF FAMILIES AT THE EARLIEST STAGES WITH PROGRAMS FOR NEW PARENTS. WE OFFER GUIDANCE, SUPPORT, INTERVENTIONS AND CONSULTATIONS ON PARENT/YOUNG CHILD RELATIONSHIP ISSUES INCLUDING INFANT CARE, FEEDING, SLEEP, AND POSTPARTUM DEPRESSION. HEALTHY FAMILIES PROVIDES SERVICES FOR YOUNG PARENTS. THIS PROGRAM OFFERS FREE HOME VISITS AND GROUP SUPPORT FOR FIRST TIME PARENTS WHO ARE UNDER 21 YEARS OLD AND THEIR FAMILIES. PARENTS DEVELOP A SPECIAL RELATIONSHIP WITH A HOME VISITOR WHO PROVIDES SUPPORT TO THE FAMILY, INFORMATION ON CHILD DEVELOPMENT, AND ACCESS TO COMMUNITY RESOURCES. PARENTS MAY RECEIVE SERVICES UNTIL THEIR CHILD'S THIRD BIRTHDAY. TOGETHER THESE PROGRAMS SERVE OVER 112 MASSACHUSETTS COMMUNITIES. WITHIN THESE COMMUNITIES, CERS AND HEALTHY FAMILIES CENTRAL MIDDLESEX SERVED OVER 3,000 CLIENTS IN THE YEAR ENDED SEPTEMBER 30, 2016. 20419549 1 1 0 1 0 0 0 0 1 1 1 1 0 1 0 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 173 0 1 717 1 1 1 0 0 0 0 1 1 0 0 0 0 X 31 31 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X BRUCE L HASKIN CFO 7816475327 1430 MAIN STREET WALTHAM MA 02451 STEVEN BERNSTEIN DIRECTOR 2.00 1.00 X 0 0 0 AMY BLOOMSTONE DIRECTOR (THRU 6/7/16) 2.00 1.00 X 0 0 0 ROBERT CASHMAN DIRECTOR 2.00 1.00 X 0 0 0 JILL COHEN DIRECTOR 2.00 1.00 X 0 0 0 DANIELLE DARISH DIRECTOR 2.00 1.00 X 0 0 0 PENNY GOODMAN DIRECTOR 2.00 1.00 X 0 0 0 HARVEY GREENBERG DIRECTOR 2.00 1.00 X 0 0 0 JAMIE GROSSMAN DIRECTOR & VICE PRESIDENT 2.00 1.00 X X 0 0 0 MELISSA WEINER JANFAZA DIRECTOR 2.00 1.00 X 0 0 0 HENRY KAY DIRECTOR 2.00 1.00 X 0 0 0 PETER LEFKOWITZ DIRECTOR 2.00 1.00 X 0 0 0 FRED LEIF DIRECTOR 2.00 1.00 X 0 0 0 MICHAEL LEVINGER DIRECTOR 2.00 1.00 X 0 0 0 ALAN E LIPKIND DIRECTOR 2.00 1.00 X 0 0 0 JAMES LITTON DIRECTOR (THRU 6/7/16) 2.00 1.00 X 0 0 0 JOSEPH MAZZELLA DIRECTOR 2.00 1.00 X 0 0 0 DEBRA MILGRAM DIRECTOR (THRU 6/7/16) 2.00 1.00 X 0 0 0 ROBIN NEITERMAN DIRECTOR 2.00 1.00 X 0 0 0 DALE S OKONOW DIRECTOR 2.00 1.00 X 0 0 0 LEW PEARLSON DIRECTOR 2.00 1.00 X 0 0 0 ANDREW PEARLSTEIN DIRECTOR 2.00 1.00 X 0 0 0 SYLVIA B PERLMAN PHD DIRECTOR & CLERK 2.00 1.00 X X 0 0 0 SUZANNE PRIEBATSCH DIRECTOR (THRU 6/7/16) 2.00 1.00 X 0 0 0 JAMES RABB MD DIRECTOR 2.00 1.00 X 0 0 0 JAY ROSENBAUM DIRECTOR 2.00 1.00 X 0 0 0 MAXINE ROSENTHAL DIRECTOR 2.00 1.00 X 0 0 0 DAVID SCHECHTER PRESIDENT 2.00 1.00 X X 0 0 0 SUSAN FLORENCE-SMITH DIRECTOR (THRU 6/7/16) 2.00 1.00 X 0 0 0 ELINOR SVENSON DIRECTOR 2.00 1.00 X 0 0 0 JACK SWARTZ DIRECTOR 2.00 1.00 X 0 0 0 WAYNE USHMAN DIRECTOR 2.00 1.00 X 0 0 0 STEVEN WEIL DIRECTOR & VICE PRESIDENT 2.00 1.00 X X 0 0 0 BILL WEINSTEIN DIRECTOR & TREASURER 2.00 1.00 X X 0 0 0 JACKIE WEINSTEIN DIRECTOR 2.00 1.00 X 0 0 0 SUSAN WILK DIRECTOR 2.00 1.00 X 0 0 0 CANDACE WOLK DIRECTOR (THRU 6/7/16) 2.00 1.00 X 0 0 0 JONATHAN YELLIN DIRECTOR 2.00 1.00 X 0 0 0 RIMMA ZELFAND EXECUTIVE DIRECTOR 35.25 1.00 X 247260 0 23379 BRUCE HASKIN CFO 35.25 1.00 X 209476 0 18114 WENDY WILSKER SVP INSTITUTIONAL ADVANCEMENT 36.25 X 237035 0 22635 ALAN JACOBSON SR VP OF PROGRAMS 36.25 X 190195 0 4814 IRA SCHOR DIRECTOR OF OPERATIONS 36.25 X 175997 0 5867 RUTH MAFFA SR DEVELOPMENT OFFICER 36.25 X 154984 0 920 DONNA MAGNASCO SVP OF HUMAN RESOURCES 36.25 X 146399 0 18647 1361346 0 94376 14 0 1 0 KROKIDAS & BLUESTEIN 600 ATLANTIC AVENUE BOSTON MA 02210 LEGAL SERVICES 203091 EXECUSPACE 140 GARFIELD AVENUE WOBURN MA 01801 CONSTRUCTION FIRM 184827 RSM US LLP 80 CITY SQUARE BOSTON MA 02129 ACCOUNTING FIRM 121606 3 1139291 9630666 350865 10769957 SERVICE FEE INCOME 624100 8428892 8428892 GOVERNMENT CONTRACTS 624100 7549337 7549337 GRANT INCOME 624100 703136 703136 RENTAL INCOME 532000 120844 120844 16802209 90193 1557 88636 646323 817518 -171195 -171195 -171195 4917248 4529317 387931 387931 387931 121550 1139291 429841 -308291 -308291 INCOME BENEFICIARY INVESTMENT 900099 2224 2224 MISCELLANEOUS INCOME 900099 290 290 2514 27573318 16802209 -169638 170790 465885 465885 16477627 12897731 2550654 1029242 120790 73252 41095 6443 1761392 1432796 262372 66224 1380563 1071023 217114 92426 203817 76606 127211 133617 15375 118242 52000 52000 94604 94604 777041 602209 161994 12838 120465 87928 24936 7601 357046 246197 78204 32645 606176 236635 333373 36168 1023349 842338 168301 12710 280069 270905 5178 3986 59333 32372 13873 13088 1287 972 257 58 319091 232273 74733 12085 190551 131791 54535 4225 FAMILY ASSISTANCE 976084 974634 1450 0 FOOD 598372 577100 12435 8837 PROGRAM EXPENSE 226529 221522 2779 2228 HOMEMAKER TRAVEL 26039 26039 0 0 751520 369851 274937 106732 27003247 20419549 5136162 1447536 896116 438731 777685 1402158 2189255 1948853 403255 405021 437477 361632 7958015 4261019 3181682 3696996 3482951 18711265 16661070 4280843 3950823 30877578 32348235 1737728 1883621 154792 28462 5956 12758 18608 9303 1917084 1934144 X 19452219 18675629 8020342 10247034 1487933 1491428 28960494 30414091 30877578 32348235 X 570071 820465 63060 X 0 1 X 1 0 X 5173632 5739496 6835743 7977691 10769957 36496519 5173632 5739496 6835743 7977691 10769957 36496519 1807893 34688626 99275 71300 78825 56311 88638 394349 150250 204114 287834 91690 124064 857952 37748820 98976441 0.91890 0.92030 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 52000 52000 0 PART II-B, LINE 1: DURING FY 2016, JF&CS CONTRACTED WITH ADS VENTURES TO ADVISE MANAGEMENT ON LEGISLATIVE ISSUES RELATED TO THE WORK THAT OUR AGENCY PERFORMS IN THE AREAS OF HOMECARE, DISABILITY AND MENTAL HEALTH SERVICES. ADS ALSO ARRANGED FOR JF&CS MANAGEMENT TO MEET WITH AND DISCUSS OUR WORK WITH ELECTED OFFICIALS ON THE STATE AND NATIONAL LEVEL. 0 1 X 2549178 3495 178818 61789 2669702 2687186 9078 -88197 58899 2549178 2608836 6952 167750 96352 2687186 2468394 10862 301612 78912 93120 2608836 3781118 172005 236513 90932 1630310 2468394 0.55860 0.44140 1 0 565000 565000 4467445 1929229 2538216 274236 34551 239685 2651334 2297239 354095 3696996 JEWISH COMMUNITY ENDOWMENT POOL, LLP 16661070 F 16661070 SECURITY DEPOSITS 64968 RESTRICTED CASH 4972 DUE FROM JEWISH FAMILY & CHILDREN'S FOUNDATION 2297088 BENEFICIAL INTEREST IN CHARITABLE REMAINER TRUST 1528573 PLAN ASSETS 55222 3950823 X 29648112 820465 6970 827435 28820677 -1247360 -1247360 27573317 28397946 1489303 1489303 26908643 94604 94604 27003247 PART IV, LINE 2B: THE ORGANIZATION OPERATES A GUARDIANSHIP ACCOUNT AND HOLDS CLIENT FUNDS CENTRALLY UNTIL THEY CAN BE DISBURSED TO INDIVIDUAL CLIENT ACCOUNTS. THE ORGANIZATION ALSO OPERATES A REP-PAYEE ACCOUNT FOR SOME CLIENTS WITH DISABILITIES AND HOLDS THOSE CLIENT FUNDS CENTRALLY UNTIL THEY CAN BE DISBURSED TO INDIVIDUAL CLIENT ACCOUNTS. THE ORGANIZATION ALSO ADMINISTERS A POOLED TRUST. THE POOLED TRUST FUNDS ARE MAINTAINED BY CJP. JF&CS ISSUES CHECKS TO PAY CLIENT BILLS AND QUARTERLY RECEIVE A CHECK FROM CJP TO COVER ALL MONIES THAT WERE PAID OUT. PART V, LINE 4: THE ORGANIZATION HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS. ENDOWMENT ASSETS INCLUDE THOSE ASSETS OF DONOR-RESTRICTED FUNDS THAT THE ORGANIZATION MUST HOLD IN PERPETUITY OR FOR A DONOR-SPECIFIED PERIOD(S). THE ORGANIZATION'S PRIMARY GOAL IS TO REALIZE A TOTAL RETURN (INCOME PLUS CAPITAL CHANGE) THAT WILL PRESERVE AND ENHANCE (IN REAL AND NOMINAL TERMS) THE PRINCIPAL OF THE ORGANIZATION'S FUNDS AND AT THE SAME TIME PROVIDE A DEPENDABLE SOURCE OF INCOME FOR CURRENT OPERATIONS AND PROGRAMS OF THE ORGANIZATION. THE FINANCE COMMITTEE REVIEWS THE INVESTMENTS AND ASSET ALLOCATIONS AT LEAST ANNUALLY AND CONSIDERS THE IMPACT OF ASSET CLASS WEIGHTINGS ON THE RETURN AND VOLATILITY OF THE ORGANIZATION'S PORTFOLIO. PART X, LINE 2: THE ORGANIZATION IS QUALIFIED UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES. THE ORGANIZATION IS SUBJECT TO FEDERAL AND STATE INCOME TAXES ON UNRELATED BUSINESS INCOME. THE ORGANIZATION FOLLOWS THE FASB ASC 740, INCOME TAXES, WHICH CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES BY PRESCRIBING THE RECOGNITION THRESHOLD A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION RECOGNIZES A TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT MORE LIKELY THAN NOT THE TAX POSITION WILL BE SUSTAINED IN AN EXAMINATION BY THE TAXING AUTHORITIES. MANAGEMENT EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THE ORGANIZATION HAS NO MATERIAL UNCERTAINTIES IN INCOME TAXES. THE ORGANIZATION WILL ACCOUNT FOR ANY INTEREST AND PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, AS PART OF TAX EXPENSE. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST IN CHARITABLE REMAINDER TRUST 101,574. INVESTMENT FEES NETTED WITH NET GAIN/LOSS FROM INVESTMENTS ON AUDITED FS -94,604. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B -429,842. DIRECT RENTAL EXPENSES REPORTED ON FORM 990, PART VIII, LINE 6B -817,518. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B 429,842. EXPENSES REPORTED ON JEWISH FAMILY AND CHILDREN'S FOUNDATION TAX RETURNS 241,943. DIRECT RENTAL EXPENSES REPORTED ON FORM 990, PART VIII, LINE 6B 817,518. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEES NETTED WITH NET GAIN/LOSS FROM INVESTMENTS ON AUDITED FS 94,604. BENEFIT DINNER 801326 729926 71400 49627 88593 31275 83843 WOMEN'S BREAKFAST 201991 191391 10600 24092 18914 22932 10283 3 257524 217974 39550 20818 42129 37335 1260841 1139291 121550 94537 149636 54207 131461 429841 -308291 X X X 0 0 0 0 0 0 0 1 0 RIMMA ZELFAND EXECUTIVE DIRECTOR 231950 0 7500 0 7810 0 3934 0 19445 0 270639 0 0 0 BRUCE HASKIN CFO 193880 0 14250 0 1346 0 3451 0 14663 0 227590 0 0 0 WENDY WILSKER SVP INSTITUTIONAL ADVANCEMENT 220673 0 15750 0 612 0 3052 0 19583 0 259670 0 0 0 ALAN JACOBSON SR VP OF PROGRAMS 180983 0 8699 0 513 0 3542 0 1272 0 195009 0 0 0 IRA SCHOR DIRECTOR OF OPERATIONS 164318 0 7839 0 3840 0 3271 0 2596 0 181864 0 0 0 RUTH MAFFA SR DEVELOPMENT OFFICER 154716 0 0 0 268 0 0 0 920 0 155904 0 0 0 DONNA MAGNASCO SVP OF HUMAN RESOURCES 132124 0 11303 0 2972 0 2533 0 16114 0 165046 0 0 0 PART I, LINE 7 THE EXECUTIVE DIRECTOR'S BONUS WAS DETERMINED BY THE COMPENSATION COMMITTEE OF THE BOARD BASED ON PERFORMANCE. OTHER EXECUTIVE TEAM MEMBER BONUSES WERE 5% OF COMPENSATION APPROVED BY THE COMPENSATION COMMITTEE. X 350865 FMV 0 0 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS OR CONTRIBUTORS FOR FOOD INVENTORY IS NOT DETERMINABLE DUE TO LARGE QUANTITY OF FOOD DONATED BY MULTIPLE DONORS TO THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11 THE DRAFT FORM 990 IS APPROVED BY THE TREASURER ON BEHALF OF THE BOARD. ONCE JF&CS'S FORM 990 IS FINALIZED, JF&CS MAKES THE FORM AVAILABLE TO THE FULL BOARD OF DIRECTORS FOR REVIEW PRIOR TO ITS FILING. IN ORDER TO ASSURE THE CONFIDENTIALITY OF SENSITIVE DONOR INFORMATION INCLUDED IN THE REPORT, THE FORM 990 IS MADE AVAILABLE ON THE AGENCY'S WEBSITE, IN A SECURED LOCATION THAT ONLY THE BOARD MEMBERS HAVE ACCESS TO. THE BOARD MEMBERS ARE EACH E-MAILED A LINK TO THIS SITE. THE PURPOSE OF THE REVIEW IS TO ASSURE THAT ALL JF&CS BOARD MEMBERS HAVE THE OPPORTUNITY TO KNOW: 1. WHAT IS BEING FILED ON THE DUE DATE; 2. HOW THE AGENCY DESCRIBES ITSELF, ITS MISSION AND MAJOR PROGRAM ACCOMPLISHMENTS; 3. AND HOW IT ANSWERS KEY QUESTIONS RELATED TO COMPLIANCE WITH THE REQUIREMENTS OF THE IRS. THE PURPOSE OF THE BOARD REVIEW IS NOT FOR INDIVIDUAL MEMBERS TO GRANT APPROVAL, BUT TO BE AWARE OF WHAT IS BEING FILED. BELOW IS THE LOGISTICS OF THE REVIEW: 1. ON OR ABOUT AUGUST 1ST, BOARD MEMBERS WILL BE NOTIFIED THAT A READ ONLY COPY OF THE FORM 990 IS AVAILABLE FOR REVIEW ON THE SECURED WEBSITE. BOARD MEMBERS WILL BE PROVIDED WITH INSTRUCTIONS ON HOW TO ACCESS THE WEBSITE. THE WEBSITE WILL TRACK WHICH BOARD MEMBERS ACCESS THE WEBSITE TO REVIEW THE FORM 990. THE FORM 990 WILL REMAIN ON THIS WEBSITE UNTIL IT IS REPLACED WITH THE NEXT YEAR'S RETURN. FINANCE OR OTHER STAFF ARE AVAILABLE TO ANSWER ANY QUESTIONS THAT THE BOARD MAY HAVE ABOUT THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C EVERY BOARD MEMBER IS PROVIDED A RELATED PARTY FORM ANNUALLY TO COMPLETE AND SIGN. NO CONTRACT OR TRANSACTION BETWEEN THE CORPORATION AND ONE OR MORE OF ITS DIRECTORS, OR HIS OR HER FAMILY MEMBERS, OR BETWEEN THE CORPORATION AND ANY OTHER ORGANIZATION OF WHICH ONE OR MORE OF ITS DIRECTORS OR HIS OR HER FAMILY MEMBERS ARE MEMBERS, SHAREHOLDERS, DIRECTORS, TRUSTEES OR OFFICERS, OR IN WHICH ANY OF THEM HAS ANY DIRECT OR INDIRECT FINANCIAL OR OTHER INTEREST, SHALL BE VOID OR VOIDABLE, OR IN ANY WAY AFFECTED, SOLELY FOR THIS REASON, OR SOLELY BECAUSE THE DIRECTOR IS PRESENT OR PARTICIPATES IN THE MEETING OF THE DIRECTORS, OR OF A COMMITTEE THEREOF, WHICH AUTHORIZES, APPROVES OR RATIFIES THE CONTRACT OR TRANSACTION, IF: (A) THE MATERIAL FACTS OF HIS OR HER RELATIONSHIP OR INTEREST AS TO THE CONTRACT OR TRANSACTION ARE DISCLOSED OR ARE KNOWN TO THE DIRECTORS OR THE COMMITTEE WHICH AUTHORIZES, APPROVES OR RATIFIES THE CONTRACT OR TRANSACTION; (B) THE DIRECTORS OR THE COMMITTEE IN GOOD FAITH AUTHORIZES, APPROVES OR RATIFIES THE CONTRACT OR TRANSACTION BY THE AFFIRMATIVE VOTE OF SIXTY-SEVEN PERCENT (67%) OF THE DISINTERESTED DIRECTORS OR COMMITTEE MEMBERS PRESENT AT THE MEETING AT WHICH QUORUM IS PRESENT (WITHOUT COUNTING INTERESTED PERSONS TOWARD QUORUM); PROVIDED, HOWEVER, THAT WHERE THE POTENTIAL CONFLICT OF INTEREST AT ISSUE INVOLVES A CONTRACT OR TRANSACTION WITH ANOTHER NON-PROFIT ORGANIZATION IN WHICH ALL OF THE DIRECTORS OF THE CORPORATION ALSO SERVE AS DIRECTORS, THE CONTRACT OR TRANSACTION SHALL BE AUTHORIZED, APPROVED OR RATIFIED IN GOOD FAITH BY THE AFFIRMATIVE VOTE OF SIXTY-SEVEN PERCENT (67%) OF THE DIRECTORS OR COMMITTEE MEMBERS WITHOUT AN INTEREST IN THE CONTRACT OR TRANSACTION OTHER THAN THEIR INTEREST AS A DIRECTOR OF THE NON-PROFIT ORGANIZATION, WHO ARE PRESENT AT A MEETING AT WHICH QUORUM IS PRESENT (AND SUCH DIRECTORS SHALL BE COUNTED IN DETERMINING THE PRESENCE OF A QUORUM AT SUCH MEETING); AND (C) THE CONTRACT OR TRANSACTION IS IN THE BEST INTERESTS OF THE CORPORATION AS OF THE TIME IT IS AUTHORIZED, APPROVED OR RATIFIED BY THE DIRECTORS OR A COMMITTEE THEREOF. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE CONSISTS OF THE BOARD PRESIDENT, TREASURER AND TWO PAST PRESIDENTS. THEY SET BASE COMPENSATION BY USING COMPARABILITY DATA THROUGH THE ASSOCIATION OF JEWISH FAMILY AND CHILDREN SERVICES (AJFCS) WHICH COMPARES JF&CS TO SEVEN OTHER JEWISH FAMILY AND CHILDREN SERVICE ORGANIZATIONS. THE EXECUTIVE STAFF IS EVALUATED ON MANAGEMENT PERFORMANCE REVIEW (MPR) AND ORGANIZATIONAL AND PERFORMANCE GOALS ARE SET BY THE CEO AND THEN SENT TO THE COMPENSATION COMMITTEE FOR INPUT AND/OR APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, THE FORM 990 AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). IN ADDITION THE FORM 990 WITHOUT SCHEDULE B IS AVAILABLE VIA GUIDESTAR AND THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST IN CHARITABLE REMAINDER TRUST 101,574. LOSS ON DISCONTINUED OPERATIONS -38,514. FORM 990, PART I, LINE 6 VOLUNTEERS ARE RECORDED IN THE VOLGISTICS DATABASE AND WE UTILIZED 2,261 VOLUNTEERS IN FY16. VOLUNTEERS HELP AT JF&CS IN MANY WAYS. MEN AND WOMEN OF ALL AGES AND BACKGROUNDS GENEROUSLY GIVE THEIR TIME, ENERGY, AND EXPERIENCE TO HELP ISOLATED SENIORS, NEW PARENTS, RECENTLY ARRIVED IMMIGRANTS, PEOPLE WITH DISABILITIES, AND OTHERS IN NEED. VOLUNTEERS ALSO PROVIDE PROFESSIONAL ASSISTANCE WITH VARIOUS ADMINISTRATIVE PROJECTS AT THE AGENCY'S OFFICE IN WALTHAM. MANY VOLUNTEER OPORTUNITIES EXIST, AND NEW OPPORTUNITIES ARISE REGULARLY TO MEET THE NEEDS OF OUR CLIENTS AND PROGRAMS. JEWISH FAMILY & CHILDREN'S FOUNDATION INC 1430 MAIN STREET WALTHAM MA 02451 233124450 HOLDS BUSINESS PROPERTY MA 501(C)(3) LINE 11B, II JEWISH FAMILY & CHILDREN'S SERVICE INC 0 CHARITABLE REMAINDER TRUST (1) CHARITABLE TRUST MA JEWISH FAMILY & CHILDREN'S SERVICE INC T 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 CHARITABLE REMAINDER TRUST (1) S 41400 BOOK