2024-08-15T11:02:11-05:00 2023-09-30 042571780 AAFCPAS INC 50 WASHINGTON STREET WESTBOROUGH MA 01581 990 2022-10-01 042104357 JEWISH VOCATIONAL SERVICE INC JEWI 6173993113 75 FEDERAL STREET 3RD FLOOR BOSTON MA 02110 JENNIFER JEWELL CHIEF FINANCIAL OFFICER 6173993113 2024-08-09 1 1 JUSTIN K LEROUX CPA P01722988 5083669100 2024-08-09 2022 2024-08-08 14:25:15Z JENNIFER JEWELL 75 FEDERAL STREET 3RD FLOOR BOSTON MA 02110 30332693 0 X WWW.JVS-BOSTON.ORG X 1938 MA TO EMPOWER INDIVIDUALS FROM DIVERSE COMMUNITIES TO FIND EMPLOYMENT, BUILD CAREERS, AND PARTNER WITH EMPLOYERS TO HIRE AND TRAIN PRODUCTIVE WORKFORCES. 31 30 296 382 0 0 16041024 26891236 3910707 3100774 385081 304929 31717 -44619 20368529 30252320 343411 421669 0 0 14100607 16991028 0 0 1517444 6384652 8321514 20828670 25734211 -460141 4518109 19146960 29719386 2879188 8588338 16267772 21131048 X TO EMPOWER INDIVIDUALS FROM DIVERSE COMMUNITIES TO FIND EMPLOYMENT AND BUILD CAREERS, AND PARTNER WITH EMPLOYERS TO HIRE, DEVELOP, AND RETAIN PRODUCTIVE WORKFORCES. 0 0 8927341 438044 PRE-EMPLOYMENT SERVICES PROVIDES A MENU OF WORKFORCE DEVELOPMENT SERVICES TO INDIVIDUALS. EDUCATION PROGRAMS INCLUDE ENGLISH LANGUAGE INSTRUCTION AND SPECIALIZED COLLEGE PREPARATION CLASSES AND COACHING. SKILLS TRAINING PROGRAMS IN MULTIPLE SECTORS EQUIP JOB SEEKERS WITH IN-DEMAND SKILLS. PIPELINE PROGRAMMING WORKS WITH SPECIFIC EMPLOYERS TO RECRUIT, SCREEN AND TRAIN COHORTS OF EMPLOYEES FOR IN-DEMAND JOBS. RAPID EMPLOYMENT SERVICES PROVIDE INTENSIVE JOB READINESS, PLACEMENT, AND SUPPORT SERVICES TO POPULATIONS INCLUDING REFUGEES AND IMMIGRANTS, INDIVIDUALS WITH DISABILITIES, AND PUBLIC ASSISTANCE RECIPIENTS. 3542555 938201 CAREER CENTER SERVICES PROVIDES HIGH QUALITY, CUSTOMIZED EMPLOYMENT AND CAREER SERVICES TO JOB SEEKERS, CAREER CHANGERS, AND EMPLOYERS. SERVICES INCLUDE WORKSHOPS AND SEMINARS, 1:1 JOB SEARCH AND CAREER COACHING, AND SCREENING FOR EDUCATION AND TRAINING PROGRAMS. CAREER CENTER SERVICES PARTNERS WITH AREA BUSINESSES TO PROVIDE A CONVENIENT ONE-STOP SOURCE FOR SKILLED WORKERS. 2742601 1213289 BUSINESS SERVICES PROVIDES ENTRY-LEVEL WORKERS WITH JOB AND ACADEMIC COACHING AS WELL AS INSTRUCTION AT THEIR PLACE OF EMPLOYMENT. CLASSES RANGE FROM ENGLISH FOR SPEAKERS OF OTHER LANGUAGES TO COMPUTER SKILLS, MATH, PRE-COLLEGE PREPARATION, AND CITIZENSHIP PREPARATION. THE PROGRAM WORKS CLOSELY WITH EMPLOYER PARTNERS, WHO PROVIDE INPUT INTO CURRICULA, AS WELL AS PROVIDING ASSISTANCE IN STUDENT OUTREACH AND SELECTION. 3967322 421669 540641 JVS IN PARTNERSHIP WITH COMBINED JEWISH PHILANTHROPIES AWARDS GRANTSAND INTEREST-FREE LOANS TO STUDENTS WHO RESIDE IN THE GREATER BOSTONSERVICE AREA. UNDERGRADUATE STUDENTS ATTENDING TWO-YEAR OR FOUR-YEARACCREDITED INSTITUTIONS AS WELL AS VOCATIONAL CERTIFICATE PROGRAMS AREELIGIBLE TO APPLY. 3967322 421669 540641 19179819 1 1 0 1 0 0 0 0 0 1 1 1 0 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 0 1 1 0 0 0 1 81 0 1 296 1 0 0 0 0 0 0 0 0 0 0 0 0 X 31 30 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X JENNIFER JEWELL 6173993113 75 FEDERAL STREET 3RD FLOOR BOSTON MA 02110 DAVID FLEISHMAN PRESIDENT & CEO (UNTIL 02/2023) 35.00 2.00 X X 142847 0 7349 KIRA KKHAZATSKY COO(TIL 2/23)/PRES.&CEO(AS OF 2/23) 35.00 X X 201476 0 9719 ABBY FLAM CHAIR 1.00 X X 0 0 0 JAKE ROSENFELD FIRST VICE CHAIR 1.00 0.50 X X 0 0 0 JAY ROSENBAUM TREASURER 1.00 X X 0 0 0 CLAUDIA J GILMAN EISENBAUM CLERK 1.00 X X 0 0 0 MARK STEIN BOARD MEMBER 1.00 X 0 0 0 RICHARD YANOFSKY BOARD MEMBER 1.00 X 0 0 0 HOWARD A BRICK BOARD MEMBER 1.00 X 0 0 0 CATHERINE S BROMBERG BOARD MEMBER 1.00 X 0 0 0 DAVID GIBBS BOARD MEMBER 1.00 X 0 0 0 MARJORIE GLAZER BOARD MEMBER 1.00 X 0 0 0 MICHAEL S GRILL BOARD MEMBER 1.00 0.50 X 0 0 0 RICHARD HELLER BOARD MEMBER 1.00 X 0 0 0 SUSAN HOUSTON BOARD MEMBER 1.00 X 0 0 0 BEN INKER BOARD MEMBER 1.00 X 0 0 0 DOUGLAS NEWMAN BOARD MEMBER 1.00 X 0 0 0 ELLEN SEGAL BOARD MEMBER 1.00 X 0 0 0 JON SIMON BOARD MEMBER 1.00 X 0 0 0 ERIC SIMAS BOARD MEMBER 1.00 X 0 0 0 YAMILETH LOPEZ BOARD MEMBER 1.00 0.50 X 0 0 0 CELINA MIRANDA BOARD MEMBER 1.00 X 0 0 0 DWIGHT CLARKE BOARD MEMBER 1.00 X 0 0 0 JORDANA MIREL BOARD MEMBER 1.00 X 0 0 0 DEAN HARA BOARD MEMBER 1.00 1.00 X 0 0 0 MICHELLE RHODES BOARD MEMBER 1.00 1.00 X 0 0 0 GORDON OWADES BOARD MEMBER 1.00 X 0 0 0 JENNIFER PERRY BOARD MEMBER 1.00 X 0 0 0 NOAH CHESES BOARD MEMBER 1.00 X 0 0 0 JENNIFER ROSENBAUM BOARD MEMBER 1.00 X 0 0 0 JUDITH OBERMAYER BOARD MEMBER 1.00 X 0 0 0 MOLLY GALLER BOARD MEMBER 1.00 X 0 0 0 JENNIFER JEWELL CFO 35.00 2.00 X 187523 0 24311 JONATHAN NIERMAN CDO 35.00 X 203747 0 3848 JIM SANTIAGO CIO 35.00 X 185109 0 24231 AMY NISHMAN SENIOR VICE PRESIDENT 35.00 X 143491 0 24368 SEHERZADA OMEROVIC VP 35.00 X 143726 0 24392 KELLY TESSITORE VP 35.00 X 142736 0 23414 JEROME RUBIN FORMER PRESIDENT & CEO 35.00 2.00 X 117342 0 6809 1467997 0 148441 12 1 1 0 MORSE TECHNOLOGIES 20 MARY E CLARK DRIVE SUITE 1 HAMPSTEAD NH 03841 IT SERVICES AND SUPPORT 621491 BENEFIT RESOURCE 245 KENNETH DRIVE ROCHESTER NY 14623 HR CONSULTANT 313295 BLUEMANTIS PO BOX 844844 BOSTON MA 02284 CLOUD SERVICE COMPANY 305489 CLOUD FOR GOOD LLC PO BOX 200254 DALLAS TX 75320 SALESFORCE IMPLEMENTATION 199579 WECKSELL LEARNING STUDIO LLC 35 GARDEN RIDGE ROAD CHAPPAQUA NY 10514 SALESFORCE CONSULTANT 177900 8 86755 13673501 13130980 26891236 PROGRAM SERVICE REVENUE 611710 3100774 3100774 3100774 90957 90957 213972 0 213972 213972 213972 6353 86755 80373 -74020 -74020 OTHER REVENUE 900099 29401 29401 29401 30252320 3130175 0 230909 421669 421669 698140 467092 231048 12996994 11078599 1244162 674233 214791 135505 68367 10919 2145178 1861056 171739 112383 935925 675545 186695 73685 8205 8205 84662 84662 121875 121875 66217 66217 2533833 1029959 1433662 70212 165739 83698 8130 73911 155137 94689 50720 9728 145073 13837 131236 2097754 1825350 230791 41613 152822 47245 82116 23461 5862 5862 743337 643366 72118 27853 64397 33536 28986 1875 CLIENT COSTS 1195140 1121778 73257 105 EQUIPMENT 565196 94460 449323 21413 MISCELLANEOUS 216265 19527 51733 145005 25734211 19179819 5036948 1517444 6210681 5129217 300014 5245661 970540 977035 4720444 3684104 217788 105326 8231153 2947476 1328380 5283677 4640463 5121951 758650 4172415 19146960 29719386 1383322 2054959 197397 1944042 1298469 4589337 2879188 8588338 X 8454144 16051082 7813628 5079966 16267772 21131048 19146960 29719386 4518109 345167 0 X X 0 1 X 1 1 1 X 12774365 12622903 17805637 16041024 26891236 86135165 12774365 12622903 17805637 16041024 26891236 86135165 450798 85684367 11811 13901 11931 28748 90957 157348 121269 67590 78412 20913 29401 317585 86610098 18224773 0.98930 0.98740 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 0 0 0 1 121875 0 0 121875 0 PART II-B, LINE 1: JVS RETAINS AN OUTSIDE FIRM TO PROVIDE STATE AND FEDERAL LOBBYING SERVICES IN SUPPORT OF WORKFORCE DEVELOPMENT, ADULT BASIC EDUCATION AND RELATED POLICIES AND PROGRAMS, TO MONITOR LEGISLATION AND REGULATION REGARDING STATE/FEDERAL WORKFORCE TRAINING AND DEVELOPMENT. ANTICIPATED INTERACTIONS INCLUDE COMMITTEES OF JURISDICTION AT BOTH STATE AND FEDERAL LEVELS, JVS' LEGISLATIVE DELEGATION, AND EXECUTIVE OFFICES, AS APPROPRIATE. 762845 52872 815717 859805 -96960 762845 753330 106475 859805 599455 133895 19980 753330 615969 13211 29725 599455 0.15780 0.84220 1 0 2117915 2117915 380197 307598 72599 2405490 1077523 1327967 3327551 1562355 1765196 5283677 JEWISH COMMUNITY ENDOWMENT POOL THROUGH CJP 5121951 F 5121951 INVESTMENTS - RESTRICTED 724984 DEPOSITS 135000 RIGHT-OF-USE ASSETS - OPERATING 3139244 RIGHT-OF-USE ASSET - FINANCE 173187 4172415 DUE TO CJP 70411 DEFERRED COMPENSATION 724984 OTHER LIABILITIES 45293 LEASE LIABILITIES - OPERATING 3576914 LEASE LIABILITY - FINANCE 171735 4589337 X 30611643 345167 345167 30266476 66217 -80373 -14156 30252320 25748367 80373 80373 25667994 66217 66217 25734211 PART X, LINE 2: JVS ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES IN ACCORDANCE WITH ASC TOPIC 740, INCOME TAXES. THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT REGARDING A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. JVS HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS WHICH QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS AT SEPTEMBER 30, 2023. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES INCLUDED IN REVENUE IN THE FORM 990 -80,373. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES INCLUDED IN REVENUE IN THE FORM 990 80,373. ELEVATE BREAKFAST 93108 86755 6353 1875 13720 1000 63778 93108 86755 6353 1875 13720 1000 63778 80373 -74020 1 SCHOLARSHIPS FOR STUDENTS ATTENDING COLLEGE 52 421669 PART I, LINE 2: SCHOLARSHIPS ARE AWARDED TO UNDERGRADUATE COLLEGE STUDENTS WHO DEMONSTRATE SIGNIFICANT NEED; THE FUNDS ARE REGARDED AS "LAST RESORT" AFTER STUDENTS HAVE EXHAUSTED PERSONAL, FAMILY AND TRADITIONAL FINANCIAL AID RESOURCES. EXTENSIVE DOCUMENTATION, INCLUDING FAFSA, STUDENT AND PARENT TAX RETURNS, LETTERS OF FINANCIAL AID AWARD FROM THE SCHOOL, INTERVIEWS WITH STUDENTS AND PARENTS ARE REQUIRED AS PART OF THE SCREENING PROCESS. ONCE AWARDED, GRANTS CAN BE USED FOR TUITION, ROOM & BOARD, BOOKS, SUPPLIES AND OTHER INCIDENTAL EXPENSES. X X X X 0 0 0 0 0 0 0 1 0 JENNIFER JEWELL CFO 182523 0 5000 0 0 0 2728 0 21583 0 211834 0 0 0 KIRA KKHAZATSKY COO(TIL 2/23)/PRES.&CEO(AS OF 2/23) 196476 0 5000 0 0 0 0 0 9719 0 211195 0 0 0 JIM SANTIAGO CIO 176609 0 8500 0 0 0 2639 0 21592 0 209340 0 0 0 JONATHAN NIERMAN CDO 198747 0 5000 0 0 0 2971 0 877 0 207595 0 0 0 SEHERZADA OMEROVIC VP 140726 0 3000 0 0 0 2101 0 22291 0 168118 0 0 0 AMY NISHMAN SENIOR VICE PRESIDENT 140491 0 3000 0 0 0 2098 0 22270 0 167859 0 0 0 KELLY TESSITORE VP 139736 0 3000 0 0 0 1989 0 21425 0 166150 0 0 0 DAVID FLEISHMAN PRESIDENT & CEO (UNTIL 02/2023) 136270 0 6577 0 0 0 1973 0 5376 0 150196 0 0 0 JEROME RUBIN FORMER PRESIDENT & CEO 117342 0 0 0 0 0 1483 0 5326 0 124151 0 0 0 PART I, LINE 7 SEE EXPLANATION FOR SCHEDULE J, PART I, LINE 4B. FORM 990, PART VI, SECTION A, LINE 7A ALL DIRECTORS ARE ENTITLED TO VOTE FOR THE BOARD OF DIRECTORS, WHICH IS THE GOVERNING BOARD OF JVS. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS FIRST REVIEWED BY MANAGEMENT. ONCE REVIEWED, THE 990 IS DISTRIBUTED TO THE BUDGET & FINANCE COMMITTEE OF THE BOARD. ANY QUESTIONS ARE COLLECTED AND ANSWERED AND APPROVAL OF COMMITTEE IS OBTAINED PRIOR TO FILING. AFTER COMMITTEE REVIEW, THE FULL BOARD IS PROVIDED A COPY OF THE FORM 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL DIRECTORS AND EMPLOYEES ARE SUBJECT TO THE CONFLICT OF INTEREST POLICY. NEW BOARD MEMBERS ARE GIVEN THE WRITTEN POLICY REGARDING CONFLICT OF INTEREST AT THE TIME OF ORIENTATION TO THE BOARD. ONCE PER YEAR, AT A FULL BOARD MEETING, THE POLICY IS REVIEWED AND ALL BOARD MEMBERS ARE ASKED TO CONTACT THE CEO IF THEY HAVE ANY ACTIVITIES THAT MIGHT CONSTITUTE CONFLICT, AND TO MAKE SURE APPROPRIATE DISCLOSURES ARE MADE. THE CEO WILL DISCUSS POTENTIAL CONFLICTS WITH THE BOARD CHAIR AND THE AFFECTED INDIVIDUAL. IF THE CEO, THE CHAIR AND THE INDIVIDUAL INVOLVED ARE UNABLE TO SATISFACTORILY MANAGE OR ELIMINATE AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST, THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS WILL BE IMMEDIATELY INFORMED IN ORDER TO TAKE THAT ACTION WHICH IT DEEMS APPROPRIATE. ACTIONS TAKEN BY THE EXECUTIVE COMMITTEE MAY INCLUDE DISQUALIFICATION OF THE AFFECTED INDIVIDUAL FROM PARTICIPATING IN DECISIONS RELATING TO THE ACTUAL OR POTENTIAL CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 THE PRESIDENT & CEO'S COMPENSATION IS APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS BASED ON AN EVALUATION PROCESS CONDUCTED BY APPOINTED BOARD MEMBER(S), WHO THEN REPORT TO THE EXECUTIVE COMMITTEE AND THE FULL BOARD. JVS'S POLICY IS THAT PERIODIC RE-ASSESSMENT OF SALARY WILL OCCUR BASED BOTH ON ANALYSIS OF JOB MARKET/COMPARABLE SALARIES AND JOB PERFORMANCE. OTHER KEY EMPLOYEES' SALARIES ARE SET BY THE PRESIDENT & CEO AND INCLUDED WITHIN THE OVERALL BOARD BUDGET APPROVAL PROCESS. IN THIS REGARD, JVS PERFORMS PERIODIC SALARY REVIEWS AND SURVEYS (APPROXIMATELY EVERY THREE YEARS) TO CONFIRM SALARIES FOR ALL AGENCY POSITIONS, INCLUDING KEY MANAGEMENT STAFF, ARE COMPETITIVE. IN INTERIM YEARS, SALARIES ARE GENERALLY ADJUSTED BASED ON COST OF LIVING INDICES FOR BOSTON. FORM 990, PART VI, SECTION C, LINE 19 JVS MAKES ITS FULL AUDITED FINANCIAL STATEMENTS, AS WELL AS 990, CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS AVAILABLE UPON REQUEST. OUR ANNUAL REPORT INCLUDES SUMMARY FINANCIAL INFORMATION ON OPERATING REVENUE AND EXPENSES, AND IS DISTRIBUTED TO JVS MAILING LISTS, AS WELL AS THROUGH OUR WEBSITE. ADDITIONALLY, THE FORM 990 AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE THROUGH THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE. FORM 990, PART XII, LINE 2C: THE BUDGET & FINANCE COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS. BOSTON CENTER FOR ADULT EDUCATION INC 75 FEDERAL STREET 3RD FLOOR BOSTON MA 02110 042113278 EDUCATION MA 501(C)3 LINE 10 JEWISH VOCATIONAL SERVICE INC 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0