2025-05-14T18:38:26-07:00 2024-06-30 990 2023-07-01 910565537 JEWISH FAMILY SERVICE JEWI 2068613178 1601 16th Avenue Seattle WA 981224000 Michelle Matheson CFO 2067263601 2025-04-21 1 2023 2025-03-06 01:10:19Z JFS Seattle Michelle Matheson 1601 16th Ave Seattle WA 98122 24334069 0 X www.jfsseattle.org X 1892 WA Inspired by our history and values, Jewish Family Service supports the needs of Jewish individuals and families, refugees and immigrants, and our broader community to achieve well-being, health, and stability. 26 26 137 1652 0 0 19928264 21651802 185359 146035 327023 710183 -134535 -98993 20306111 22409027 5001998 5608523 0 0 10345426 10722660 0 0 1903546 2888732 2951754 18236156 19282937 2069955 3126090 46700011 52899205 2688240 2784672 44011771 50114533 X Mission: Inspired by our history and values, Jewish Family Service supports the needs of Jewish individuals and families, refugees and immigrants, and our broader community to achieve well-being, health, and stability. 0 1 7807302 1983346 8739 Refugee and Immigrant Services - The program provides services for refugees and immigrants from all cultures worldwide who are resettling in the Puget Sound area. Services include financial assistance, case management, employment services, and vocational assistance. 3484099 1920372 150 Older Adult Services - The program assists older adults challenged by disability, illness, and/or health issues to maintain dignified, independent lifestyles. Program services include comprehensive in-home assessments, case management, family caregiver support, advocacy, counseling, companion services, and referrals. All of these services are provided free of charge to Holocaust survivors. 1839416 652333 0 Community Stabilization Services and Food Bank - A network of services is provided for those in crisis and financial distress. Program services include case management, subsidy assistance for rent and utilities, year round food bank, and home delivery of food and gift baskets. Services are provided free of charge. 3107465 250373 136514 Services include independent living assistance for disabled adults; counseling for families and individuals; counseling and support for clients struggling with addiction; support and outreach programs for individuals in abusive relationships; education and outreach programs for people in need of support, guidance and expertise in order to strengthen relationships and connections to community. 3107465 250373 136514 16238282 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 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 29 0 1 137 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 26 26 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WA X X Michelle Matheson 2064613240 1601 16th Avenue Seattle WA 981224000 William Berkovitz Chief Executive Officer 37.5 0 X 174267 0 112942 Kristin Winkel Chief Impact & Operating Officer 37.5 0 X 200892 0 12206 Lisa Golden Chief Development Officer 37.5 0 X 194814 0 12500 Michelle Matheson Chief Finance Officer 37.5 0 X 186714 0 19553 Galit Ezekiel Chief People and Culture Officer 37.5 0 X 173397 0 11374 Zach Greenside IT Director 37.5 0 X 131594 0 16734 Amie Newman Director of Marketing and Communications 37.5 0 X 118675 0 16993 Sasha Barcheski Controller 37.5 0 X 119235 0 16017 Griffith Lambert Director of Programs 37.5 0 X 115450 0 15718 Randi Abrams-Caras Major Gifts Director 37.5 0 X 108504 0 15966 Karyn Barer Board President 5 0.5 X X 0 0 0 Eric LeVine Board President-Elect 5 0.5 X X 0 0 0 Mike Adler Board Treasurer & Vice President 5 0.5 X X 0 0 0 Cindy Strauss Board Secretary 5 0.5 X X 0 0 0 Rochelle K Goffe Immediate Past Board President 5 0.5 X X 0 0 0 Beth Balkany Board Member 1 0 X 0 0 0 Larry Bensussen Board Member 1 0 X 0 0 0 Jeff Bernson Board Member 1 0 X 0 0 0 David Bley Board Member 1 0 X 0 0 0 Zane Brown Jr Board Member 1 0 X 0 0 0 Barrie Galanti Board Member 1 0 X 0 0 0 Gail Giacobbe Board Member 1 0 X 0 0 0 Carolyn Hathaway Board Member 1 0 X 0 0 0 Rachel Hyman Board Member 1 0 X 0 0 0 Delia Jampel Board Member 1 0 X 0 0 0 Wendy Kaplan Board Member 1 0 X 0 0 0 Rivy Poupko Kletenik Board Member 1 0 X 0 0 0 Lauren Lavoie Board Member 1 0 X 0 0 0 Neal Mulnick Board Member 1 0 X 0 0 0 Benj Pollock Board Member 1 0 X 0 0 0 Jessica Shapiro Board Member 1 0 X 0 0 0 Donald Shifrin Board Member 1 0 X 0 0 0 Arthur Shwab Board Member 1 0 X 0 0 0 Ray Silverstein Board Member 1 0 X 0 0 0 Lynne Herer Smith Board Member 1 0 X 0 0 0 Larry Wissow Board Member 1 0 X 0 0 0 1523542 0 250003 12 0 1 0 0 5000 0 2134901 220000 8467819 10824082 720765 21651802 Counseling 621330 6119 6119 0 0 Client Services Fees 624120 130545 130545 0 0 Other Services 624190 9371 9371 0 0 0 0 0 0 146035 789558 789558 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1746674 0 1826049 0 -79375 0 -79375 -79375 0 0 0 2134901 98993 -98993 0 -98993 0 0 0 0 0 0 0 0 0 0 0 0 0 22409027 856218 0 -98993 0 0 5608523 5608523 0 0 0 0 930083 411736 271253 247094 0 0 0 0 7736738 6626954 250747 859037 419968 342694 24732 52542 927563 774928 53414 99221 708308 591859 39522 76927 0 0 0 0 15251 5159 9922 170 133097 102450 19057 11590 0 0 0 0 0 0 0 0 0 0 496199 297728 32134 166337 81333 6961 160 74212 144834 108971 15092 20771 350796 169249 66898 114649 0 0 0 0 633917 519666 65833 48418 81238 77173 3718 347 0 0 0 0 38928 23788 10628 4512 2059 0 2059 0 0 0 0 0 509457 375951 92355 41151 152496 62454 84402 5640 Financial Fees 56715 0 25116 31599 Business Taxes 13406 11949 922 535 Professional Development & Dues 101775 57475 36173 8127 LLC Expenses 35246 0 35246 0 105007 62614 1726 40667 19282937 16238282 1141109 1903546 370529 5254419 0 0 5570193 5102871 25351 26545 0 0 0 0 0 0 0 0 206975 315694 15691463 5640061 10976208 10051402 28243258 31020902 0 0 0 0 0 0 1307497 1127372 46700011 52899205 1367044 1602929 0 0 0 16419 0 0 0 0 0 0 0 0 0 0 1321196 1165324 2688240 2784672 X 26875282 28203039 17136489 21911494 44011771 50114533 46700011 52899205 3126090 3032014 14948 -70290 0 0 X 0 1 X 1 1 1 X 9401282 11443071 8342577 12192256 13183983 54563169 0 0 0 0 0 0 0 0 0 0 0 0 9401282 11443071 8342577 12192256 13183983 54563169 15269574 39293595 557934 618693 594370 623604 789558 3184159 0 0 0 0 0 0 0 0 0 0 0 0 57747328 0 0.68044 0.69103 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 13001825 767187 1832783 0 398995 28380 15174420 10827633 1267717 1305728 0 375132 24121 13001825 12648327 116146 -1453601 0 473350 9889 10827633 8592834 1883010 2695975 0 517284 6208 12648327 8928229 344220 -254839 0 419000 5776 8592834 0 0.79 0.21 0 0 1312000 0 1312000 13242200 0 4854237 8387963 324294 0 48109 276185 812969 0 737715 75254 0 0 0 0 10051402 0 Operating & Financing Lease Liability 1165324 1165324 X Schedule D, Part V, Line 4 The endowment funds are used to partially fund the operational expenses of the Agency each year. The intent of the endowment investment assets is to distribute funds at a steady and stable rate while allowing for moderate growth of the endowment over time.. Schedule D, Part X, Line 2 The Internal Revenue Service has determined that the Agency is exempt from federal income taxes under the provisions of Section 501(a) of the Internal Revenue Code because the Agency qualifies as an organization included within Section 501(c)(3) of the Internal Revenue Code. The Agency did not incur unrelated business income tax for the years ended June 30, 2024 or 2023. Accordingly, no provision has been made for federal income tax in the accompanying consolidated financial statements. The Agency follows the provisions of authoritative guidance relating to accounting for uncertain tax positions. The Agency recognizes the tax benefit from uncertain tax positions only if it is more likely than not that the tax positions will be sustained on examination by the tax authorities, based on the technical merits of the position. The tax benefit is measured based on the largest benefit that has a greater than 50% likelihood of being realized upon ultimate settlement. The Agency recognizes interest and penalties related to income tax matters in income tax expense. At June 30, 2024 and 2023, the Agency had no uncertain tax positions requiring accrual. Community of Caring 2035908 0 2035908 0 0 43033 108231 28018 20761 0 0 2035908 0 2035908 0 0 43033 108231 28018 20761 200043 1835865 1 Food Assistance 2032 0 475113 USD and value of donated food Provide basic food supplies to low income recipients. Community Stabilization Services - Housing, medical assistance & other assistance 329 492326 0 USD Eviction prevention, rental, utility, medical and other payments on behalf of low income recipients. Payments are made directly to the landlord or vendor. Refugee & Immigrant Services - Financial assistance to refugees and immigrants. 1653 1983346 315078 USD Housing, utility, household supplies, bus passes, and cash assistance to refugees entering the U.S. Much of which is funded by grants. Project DVORA 107 152822 0 USD Assistance for people experiencing domestic violence include payments for housing and counseling. Older Adult Assistance 756 1920372 171916 USD Services allowing clients to continue living in their home environment with personal care and homemaker services, including meal preparation and completing or assisting with errands. As well as, some medical and other financial assistance for needs related to ageing clients and Holocaust survivors. Supportive Living Services 77 40814 0 USD Food & financial assistance needs related to independent living. Schedule I, Part I, Line 2 Agency staff meet with clients to perform initial assessments of the clients' needs and determine eligibility for assistance within established criteria parameters. The Agency maintains management files, which include the above assessments and eligibility documentation. Direct financial assistance is primarily paid directly to the end recipient, such as the landlord or utility company, to ensure funds are used as intended by the grant. X X 0 0 0 0 0 0 0 1 0 William Berkovitz Chief Executive Officer 127067 0 44020 0 4654 0 11290 0 100178 0 287209 0 0 0 Kristin Winkel Chief Impact & Operating Officer 194892 0 6000 0 690 0 10163 0 1353 0 213098 0 0 0 Lisa Golden Chief Development Officer 188814 0 6000 0 1290 0 9856 0 1354 0 207314 0 0 0 Michelle Matheson Chief Finance Officer 180714 0 6000 0 300 0 9321 0 9932 0 206267 0 0 0 Galit Ezekiel Chief People and Culture Officer 167397 0 6000 0 1290 0 8730 0 1354 0 184771 0 0 0 Schedule J, Part I, Line 7 Chief Executive Officer was paid a bonus at the discretion of the board, and the other key employees were paid a bonus at the discretion of the CEO. X 116910 FMV X 22 380234 Traded Values X 160165 315105 Rate per LB X Cell Phones & Service Plan 165 107085 FMV X Youth Supplies 2 6150 FMV 0 0 1 1 Schedule M, Part I, Line 32b The Agency uses a 3rd party to sell donations of automobiles. The value of the donation is based on the cash received after the sale. These amounts are not included in non-cash donations. $6,734 was received in cash for such donations in FY24. Form 990, Part III, Line 3 The agency made the decision to close the Counseling, and Teen & Young Adult Services programs effective December 31, 2023. Form 990, Part VI, Section B, Line 11b The Form 990 was provided to each director concurrent or prior to filing the tax return. Form 990, Part VI, Section B, Line 12c The agency checks with all officers, directors and key employees annually to determine if conflicts exist. If a conflict is found relating to a matter discussed by the relevant board or sub-committee of the board or subject to a board vote, the director in conflict abstains from deliberations and does not vote on the issue. Form 990, Part VI, Section B, Line 15 The compensation of the CEO is determined by the CEO compensation committee, a sub-committee of the Board of Directors. Comparability data was utilized in the analysis, including comparisons with similar organizations. Compensation of other positions were determined by using market data provided by a 3rd party consultant and a committee to review the data. Form 990, Part VI, Section C, Line 19 The Agency provides governance, policies and financial documents to the public upon request. Seattle Association fof Jewish with Disabilities Supporting Foundation 1601 16th Avenue Seattle WA 981224000 911645137 Financial support for independent living program of JFS. WA 501(c)(3) 509(a)(3) Type III N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 Seattle Association fof Jewish with Disabilities Supporting Foundation c 220000 The SAJD board evaluates and votes on the amount of the grant each year. The agency obtained an extension on its filing so it could complete it's year end close and fiscal audit prior to filing.