2023-05-15T22:17:44-07:00 2022-06-30 990 2021-07-01 910565537 JEWISH FAMILY SERVICE JEWI 2068613178 1601 16th Avenue Seattle WA 981224000 Michelle Matheson Director of Finance 2067263601 2023-05-12 1 11 1 AAL2 2021 2023-04-26 12:10:37Z JFS Michelle Matheson 1601 16th Ave Seattle WA 98122 57947529 0 X www.jfsseattle.org X 1892 WA Jewish Family Service (JFS) helps vulnerable individuals and families in the Puget Sound region achieve well-being, health and stability. 27 27 123 383 0 0 14361282 15663023 288090 251769 2047052 5565500 5721 -47455 16702145 21432837 2895764 4459449 0 0 6819537 8841384 0 0 1603012 2371692 2709606 12086993 16010439 4615152 5422398 45505448 40957982 2141174 1315614 43364274 39642368 Mission: JFS helps vulnerable individuals and families in the Puget Sound region achieve well-being, health and stability. Approach: Jewish history and values guide our work; therefore, we provide effective services to people of all backgrounds and also have a responsibility to meet the particular needs of Jewish individuals and families in the region. 0 0 2334693 1096415 0 Aging Services: Provides 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. Professional care management services are available to clients and their families to assist in coordinating medical and other appointments. Geriatric care managers meet with families concerned about an aging loved one to explore options for receiving needed care and address barriers to implementing changes. Free services are also available to family caregivers, including financial assistance, housekeeping, errands and more. 5649321 1469878 16425 Refugee and Immigrant Services: Coordinates resettlement efforts for refugees and immigrants and provides a variety of employment services, information and assistance service, language classes and social services. Staff assists clients with employment assessment, job readiness, employment counseling, job placement and job retention. Clients are provided with outreach and other services in their own language. Refugees and immigrants from all over the world are supported and encouraged as they integrate successfully into their new environments. Staff provides assistance in applying for low-cost housing,translation services for school, medical and legal needs and government agencies, assistance with citizenship applications, classes and support and referral services. 2166911 983931 0 Emergency Services & Food Bank: Offers basic emergency services to those with the most critical needs. Caseworkers assist clients in assessing their situation and creating action plans that meet their immediate critical needs, with long-term stabilization as the goal. Emergency financial assistance is available to help pay for various emergencies such as housing, transportation, medical needs, past due utility bills, avoiding eviction or providing school clothing. The food bank operates year-round and includes two locations in the greater Seattle area, along with a home delivery program staffed by volunteers from the community. 3013741 240748 235343 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. 3013741 240748 235343 13164666 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 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 2 0 0 123 1 0 0 0 0 0 1 1 1 1 0 0 0 1 0 0 0 X 27 27 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 X 290140 0 12993 Kristin Winkel Chief Operating Officer 37.5 0 X X 175263 0 10210 Lisa Golden Chief Development Officer 37.5 0 X X 160255 0 9515 Michelle Matheson Chief Finance Officer 37.5 0 X X 146888 0 16895 Galit Ezekiel Senior Director of Administration and Outreach 37.5 0 X 132563 0 7791 Griff Lambert Director of Strategy, Data & Performance 37.5 0 X 109905 0 14298 Sasha Barcheski Controller 37.5 0 X 103786 0 14130 Michelle Becque Director of Annual Giving 37.5 0 X 100297 0 13844 Rochelle Goffe President 5 0.5 X X 0 0 0 Karyn Barer President-Elect 5 0.5 X X 0 0 0 Eric LeVine Vice President 5 0.5 X X 0 0 0 Mike Adler Treasurer 5 0.5 X X 0 0 0 Noah Tratt Secretary 5 0.5 X X 0 0 0 Marty Nelson Immediate Past President 5 0.5 X X 0 0 0 Bethany Balkany Director 1 0 X 0 0 0 Michael Bernstein Director 1 0 X 0 0 0 Zane Brown Jr Director 1 0 X 0 0 0 Barrie Galanti Director 1 0 X 0 0 0 Gail Giacobbe Director 1 0 X 0 0 0 Carol Gown Director 1 0 X 0 0 0 Carolyn Hathaway Director 11 0 X 0 0 0 Rachel Hyman Director 1 0 X 0 0 0 Delia Jampel Director 1 0 X 0 0 0 Wendy Kaplan Director 1 0 X 0 0 0 Lauren Lavoie Director 1 0 X 0 0 0 Avi Lipman Director 1 0 X 0 0 0 Joan Morse Director 1 0 X 0 0 0 Neal Mulnick Director 1 0 X 0 0 0 Leslie Rosen Director 1 0 X 0 0 0 Jessica Shapiro Director 1 0 X 0 0 0 Katija Shaye Director 1 0 X 0 0 0 Donald Shifrin Director 1 0 X 0 0 0 Arthur Shwab Director 1 0 X 0 0 0 Ray Silverstein Director 1 0 X 0 0 0 Noah Tratt Director 1 0 X 0 0 0 1219097 0 99676 8 0 1 0 0 12000 0 2163720 200000 6349787 6937516 670478 15663023 Counseling 621330 86448 86448 0 0 Client Services Fees 624120 148184 148184 0 0 Other Services 624190 17137 17137 0 0 0 0 0 0 251769 594370 594370 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 41344024 0 36372894 0 4971130 0 4971130 4971130 0 0 0 2163720 141798 -141798 0 -141798 0 0 0 0 0 0 0 0 0 0 0 0 LLC Revenue 531110 94343 94343 0 0 0 0 0 0 94343 21432837 5911612 0 -141798 0 0 4459449 4459449 0 0 0 0 772545 375832 184233 212480 6426228 5241588 390825 793815 0 0 0 0 303557 236489 24315 42753 789341 646239 43240 99862 549713 440039 34416 75258 0 0 0 0 49029 17139 31535 355 105909 79924 15746 10239 0 0 0 0 0 0 0 0 0 0 657643 395105 123849 138689 23451 4605 448 18398 379583 242089 63624 73870 0 0 0 0 0 0 0 0 576014 475841 55153 45020 58065 55035 3000 30 0 0 0 0 21334 11258 8293 1783 0 0 0 0 0 0 0 0 481218 350451 81396 49371 138616 53891 78961 5764 Financial Fees 45503 1062 14458 29983 Business Taxes 13612 12298 745 569 Professional Development & Dues 85408 63225 20263 1920 LLC Expenses 61565 0 61565 0 12656 3107 6696 2853 16010439 13164666 1242761 1603012 1002941 765753 0 0 2287034 2443768 834105 33050 0 0 0 0 0 0 0 0 138048 247283 16026843 4883135 11339792 11143708 29903528 26324420 0 0 0 0 0 0 0 0 45505448 40957982 1023332 1315614 0 0 0 0 0 0 0 0 0 0 0 0 1117842 0 0 0 2141174 1315614 X 25684780 26132362 17679494 13510006 43364274 39642368 45505448 40957982 5422398 -8986322 -130000 -27982 0 0 X 0 1 1 1 1 X 5812650 7464195 9401282 11443071 8342577 42463775 0 0 0 0 0 0 0 0 0 0 0 0 5812650 7464195 9401282 11443071 8342577 42463775 9366175 33097600 556864 506965 557934 618693 594370 2834826 0 0 0 0 0 0 0 0 0 0 0 0 45298601 0 0.73065 0.75055 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12648327 116146 -1453601 0 473350 9889 10827633 8592834 1883010 2695975 0 517284 6208 12648327 8928229 344220 -254839 0 419000 5776 8592834 8647268 190407 459691 0 363524 5613 8928229 7924765 406469 746578 0 425000 5544 8647268 0 0.93 0.07 0 0 1312000 0 1312000 13728562 0 4284054 9444508 62809 0 18498 44311 773980 0 580583 193397 149492 0 0 149492 11143708 0 0 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 independent of market cycles. Schedule D, Part X, Line 2 Income taxes - 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, 2022 or 2021. Accordingly, no provision has been made for federal income tax in the accompanying consolidated financial statements. Community of Caring 2163720 0 2163720 0 0 0 0 104310 37488 0 0 2163720 0 2163720 0 0 0 0 104310 37488 141798 2021922 1 Food Assistance 1918 0 293717 USD and value of donated food Provide basic food supplies to low income recipients. Community Stabilization Services - Housing, medical assistance & other assistance 547 850106 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. 1398 1469878 263270 USD Housing, utility, household supplies, bus passes, and cash assistance to refugees entering the U.S. DVORA 151 187039 0 USD Assistance for people experiencing domestic violence Older Adult Assistance 640 1093711 114194 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 66 37138 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 0 0 0 0 0 0 0 1 0 William Berkovitz Chief Executive Officer 250454 0 36000 0 3686 0 11639 0 1354 0 303133 0 0 0 Kristin Winkel Chief Operating Officer 166573 0 8000 0 690 0 8856 0 1354 0 185473 0 0 0 Lisa Golden Chief Development Officer 150965 0 8000 0 1290 0 8178 0 1336 0 169769 0 0 0 Michelle Matheson Chief Finance Officer 138613 0 8000 0 275 0 7331 0 9564 0 163783 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 131442 FMV X 41 717327 Traded Value X 156777 295718 Rate per LB 1 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. $18,182 was received in cash for such donations in FY22. Schedule M, Part I, Line 33 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. $18,182 was received in cash for such donations in FY22. Form 990, Part VI, Section B, Line 11b The Form 990 was provided to each director concurrent with filing the tax return. Form 990, Part VI, Section B, Line 12c The agency provides questionnaires to all officers, directors and key employees to determine if conflicts exist. If a conflict is found relating to a matter discussed by the 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 was reviewed by the Human Resources 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 Financial audit not yet complete by original due date.