2023-09-20T07:33:15-05:00 2022-06-30 410746749 CLIFTONLARSONALLEN LLP 1925 CENTURY PARK E 16TH FLOOR LOS ANGELES CA 90067 990 2021-07-01 951644024 JEWISH FAMILY SERVICE OF SAN DIEGO JEWI 8586373000 8804 BALBOA AVE SAN DIEGO CA 92123 MICHAEL HOPKINS CEO 8586373000 2023-09-18 1 MICHAEL HOPKINS 999009999 TAYIIKA M DENNIS CPA P01575149 3102732501 2023-09-18 0 AAL1 IAL1 2021 2023-04-26 12:10:37Z MICHAEL HOPKINS 8804 BALBOA AVE SAN DIEGO CA 92123 82623976 0 X WWW.JFSSD.ORG X 1918 CA JEWISH FAMILY SERVICE IS A CLIENT-CENTERED,IMPACT-DRIVEN ORGANIZATION WORKING TO BUILD A STRONGER, HEALTHIER, MORE RESILIENT SAN DIEGO. 24 24 604 1286 0 0 41772596 77313132 2366199 4508630 583931 656205 223420 -485203 44946146 81992764 9521236 13663093 0 0 19321533 27062634 0 0 3251081 10096678 20848966 38939447 61574693 6006699 20418071 73669402 83439392 16954834 13551374 56714568 69888018 JEWISH FAMILY SERVICE IS A CLIENT-CENTERED, IMPACT-DRIVEN ORGANIZATION WORKING TO BUILD A STRONGER, HEALTHIER, MORE RESILIENT SAN DIEGO. 0 0 21671135 5825492 2454200 WELCOME THE STRANGERSINCE ITS FOUNDING DAYS, JFS HAS WELCOMED NEW IMMIGRANTS AND THOSE IN SEARCH OF A SAFER LIFE FREE FROM VIOLENCE AND PERSECUTION. THE ORGANIZATION CONTINUES TO EMPOWER REFUGEES TO REBUILD THEIR LIVES THROUGH RESETTLEMENT SERVICES, OFFERS PRO-BONO IMMIGRATION LEGAL SERVICES, AND PROVIDES SAFETY TO ASYLUM SEEKERS THROUGH HUMANITARIAN SERVICES AND RESPITE SHELTER. JFS HAS SERVICED 43,526 CLIENT DURING THE FISCAL YEAR. 31608342 7837601 2054430 BASIC NEEDS AND STABILITYJFS OFFERS A FULL SPECTRUM OF INTEGRATED SERVICES THROUGH A HOLISTIC PROGRAM DELIVERY MODEL THAT PROVIDES EMERGENCY AND SUPPLEMENTAL FOOD PROGRAMS, COMPREHENSIVE AGING AND WELLNESS SERVICES (INCLUDING TRANSPORTATION, HOME-DELIVERED MEALS, AND SOCIAL AND WELLNESS CENTERS), HOLOCAUST SURVIVOR SUPPORT PROGRAMS, CASE MANAGEMENT, PARENT EDUCATION AND SUPPORT, HOUSING RESOURCES FOR THE HOMELESS, POVERTY ALLEVIATION, REFUGEE AND IMMIGRATION RESOURCES, AND CRISIS INTERVENTION. JFS IS A PLACE WHERE JEWISH CULTURE AND VALUES ARE CELEBRATED IN SERVICE TO BOTH THE JEWISH COMMUNITY AND THE COMMUNITY AT LARGE WITH THE FEWEST POSSIBLE BARRIERS TO SERVICE. JFS HAS SERVICED 27,942 CLIENT DURING THE FISCAL YEAR. 53279477 1 1 0 0 0 0 0 1 0 1 1 1 0 1 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 1 224 0 1 604 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 24 24 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X LISA BRUNER 8586373000 8804 BALBOA AVE SAN DIEGO CA 92123 MICHAEL HOPKINS CHIEF EXECUTIVE OFFICER 40.00 1.00 X 470424 0 44082 BERNADETTE GRIGGS CHIEF FINANCIAL OFFICER 40.00 X 191394 0 25169 KEA SPURRIER CHIEF DEVELOPMENT OFFICER 40.00 X 235723 0 21587 DANA TOPPEL CHIEF OPERATING OFFICER 40.00 X 257139 0 30835 VANESSA HARDY VP OF PEOPLE AND CULTURE 40.00 X 144885 0 16503 LISA BURNER SENIOR DIRECTOR,CONTROLLER 40.00 X 126889 0 6844 JOSHUA LIPSKY SR DIRECTOR 40.00 X 118989 0 5217 EMILY JENNEWEIN CHAIR 4.00 X X 0 0 0 DEBORAH BUCKSBAUM 1ST VICE CHAIR 4.00 X X 0 0 0 SEAN JOSEPH 2ND VICE CHAIR 4.00 X X 0 0 0 SHELDON DEREZIN TREASURER 2.00 X X 0 0 0 JENNY MEISELMAN SECRETARY 2.00 X X 0 0 0 ADAM WELLAND ADVISORY OFFICER 2.00 X X 0 0 0 JAN ADLER DIRECTOR 2.00 X 0 0 0 SARAH BAKHIET DIRECTOR 2.00 X 0 0 0 JULI BEAR DIRECTOR 2.00 X 0 0 0 DR LI-RONG LILLY CHENG DIRECTOR 2.00 X 0 0 0 THERESA DUPUIS DIRECTOR 2.00 X 0 0 0 KIRA FINKENBERG DIRECTOR 2.00 X 0 0 0 SUSANNA FLASTER DIRECTOR 2.00 X 0 0 0 GARY FROST DIRECTOR 2.00 X 0 0 0 BRIAN JININGS DIRECTOR 2.00 X 0 0 0 MICHAEL LEES DIRECTOR 2.00 X 0 0 0 GABRIELLE ORATZ DIRECTOR 2.00 X 0 0 0 MARIE G RAFTERY DIRECTOR 2.00 X 0 0 0 SCOTT SCHINDLER DIRECTOR 2.00 X 0 0 0 BRAD SLAVIN DIRECTOR 2.00 X 0 0 0 JOEL SMITH DIRECTOR 2.00 X 0 0 0 RABBI JONATHAN STEIN DIRECTOR 2.00 X 0 0 0 KARIN TORANTO DIRECTOR 2.00 X 0 0 0 SID VOORAKKARA DIRECTOR 2.00 X 0 0 0 1545443 0 150237 13 0 1 0 MR GLATT DBA Z AND L INVESTMENTS LLC 18375 VENTURA BLVD SUITE 700 TARZANA CA 91356 INVESTMENT SERVICES 612365 EASY LIVING HOME CARE 22921 CAVANAUGH RD LAKE FOREST CA 92630 HOME CARE FOR CLIENTS 527577 ORANGE COUNTY HOME CARE LLC DBA SALUS 630 ROOSEVELT IRVINE CA 92620 HOME CARE FOR CLIENTS 428756 TIM RADIGAN-BROPHY P O BOX 2806 PALM SPRINGS CA 92263 RENT 183267 DONALD FITCH 74478 HIGHWAY 111 3 PALM DESERT CA 92260 RENT 183267 7 1192221 40151263 35969648 101261 77313132 PROGRAM FEES 624100 4084884 4084884 CLIENT FEES 624100 423746 423746 4508630 424826 424826 231379 0 231379 231379 231379 146009 1192221 631212 -485203 -485203 81992764 4508630 0 171002 13663093 13663093 689878 284856 158597 246425 20982186 16975467 2268133 1738586 566734 457084 78079 31571 3130246 2419325 455542 255379 1693590 1294833 252818 145939 12556 11074 1482 97884 6000 91884 63160 63160 1586443 857208 407128 322107 125123 28103 10818 86202 1852840 1255708 421908 175224 1437381 1424826 9990 2565 213741 150952 14256 48533 1948 1782 166 1044306 843511 122902 77893 452103 297265 142600 12238 SUBCONTRACTOR FEES 10606946 10537943 61211 7792 PROGRAM EXPENSES 1083978 1061733 16222 6023 EQUIPMENT, REPAIRS, AND 752798 664694 54178 33926 ALL OTHER EXPENSES 476701 236534 228056 12111 1041058 807486 186487 47085 61574693 53279477 5044135 3251081 14034938 12770091 114663 125156 12008900 18327665 158277 279604 75000 75000 1175547 1278442 6407805 3619354 14584990 2788451 20693476 25752799 10823611 22042184 73669402 83439392 4718598 5853271 3836649 2828827 50000 50000 8349587 4819276 16954834 13551374 X 43873203 52634905 12841365 17253113 56714568 69888018 73669402 83439392 X 20418071 -4301208 -2943413 X X 0 1 X 1 1 1 X 16814652 29965999 31390360 41772596 76266920 196210527 16814652 29965999 31390360 41772596 76266920 196210527 17129132 179081395 595080 610874 457573 295885 424826 2384238 198594765 1844287 0.90170 0.91400 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 11326102 -1186327 515227 9624548 9145858 0 2669001 488757 11326102 9674028 2626 -30514 500282 9145858 9604244 500 336799 536099 9405444 8085759 4680 723415 459511 8354343 0.46670 0.47150 0.06180 1 0 1717887 489852 1228035 4217224 3129502 1087722 472694 472694 2788451 BENEFICIAL INTERESTS IN ENDOWMENT FUNDS 16513549 F FUNDS HELD AT JEWISH COMMUNITY FOUNDATION 9239250 F 25752799 DEPOSITS 303791 INVESTMENTS IN SUBSIDIARIES 5891854 INTERCOMPANY RECEIVABLES 15846539 22042184 DEFERRED COMPENSATION 408004 INTERCOMPANY PAYABLES 4411272 4819276 X 78259608 -4301208 631212 -3669996 81929604 63160 63160 81992764 65086158 3574625 3574625 61511533 63160 63160 61574693 PART X, LINE 2: JFS, RADY JFS FOUNDATION, THE FOUNDATION, HOLDINGS, BALBOA, AND CARS NONPROFIT ARE PUBLIC CHARITIES AND ARE EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE. HUL IS NOT CONSIDERED TAX EXEMPT FOR THE STATE OF CALIFORNIA BUT IS INCLUDED IN THE FEDERAL TAX FILING OF JFS. THE FOUNDATION, HOLDINGS, BALBOA, AND HUL ARE CONSIDERED DISREGARDED ENTITIES FOR INCOME TAX PURPOSES AND ARE INCLUDED IN THE INCOME TAX RETURNS FILED BY JFS. JFS AND CARS NONPROFIT BELIEVE THAT THEY HAVE APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DO NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE CONSOLIDATED FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE NETTED WITH REVENUE PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE NETTED WITH REVENUE INTERCOMPANY TRANSFER PART XI, LINE 2D SPECIAL EVENT EXPENSE NETTED WITH REVENUE X X X X X X X 0 JILL SPITZER 2825 MAPLE ST SAN DIEGO CA 92104 FUNDRAISING 0 625276 48472 576804 625276 48472 576804 CA LUNCHEON 161759 145520 16239 23613 20696 109096 GALA 1176471 1046701 129770 84550 393257 1338230 1192221 146009 108163 20696 502353 631212 -485203 0 EMERGENCY FUNDS FOR CLIENTS IN CRISIS 24147 764797 HOMECARE AND OTHER EMERGENCY FUNDS FOR VICTIMS OF THE HOLOCAUST 978 3303964 HOUSING, FOOD AND CASH ASSISTANCE FOR REFUGEES AND IMMIGRANTS 45260 7825347 12254 COST FURNITURE, CLOTHING, HOUSEHOLD ITEMS SCHOLARSHIPS 26 79900 EMERGENCY FOOD ASSISTANCE TO NO INCOME AND LOW INCOME CLIENTS 9032 92261 1584569 COST FOOD AND DIAPERS X X X X X 0 1 0 0 0 0 0 0 0 MICHAEL HOPKINS CHIEF EXECUTIVE OFFICER 470424 0 0 0 0 0 32000 0 12082 0 514506 0 0 0 BERNADETTE GRIGGS CHIEF FINANCIAL OFFICER 191394 0 0 0 0 0 13468 0 11701 0 216563 0 0 0 KEA SPURRIER CHIEF DEVELOPMENT OFFICER 235723 0 0 0 0 0 9714 0 11873 0 257310 0 0 0 DANA TOPPEL CHIEF OPERATING OFFICER 257139 0 0 0 0 0 17253 0 13582 0 287974 0 0 0 VANESSA HARDY VP OF PEOPLE AND CULTURE 144885 0 0 0 0 0 6755 0 9748 0 161388 0 0 0 PART I, LINE 3 THE BOARD OF DIRECTORS IS RESPONSIBLE FOR SETTING THE CONTRACT OF THE CEO AND COO. A CONSULTING FIRM REVIEWS THE SALARY RANGES FOR THE CFO AND CDO VIA COMPENSATION STUDY AND MAKE RECOMMENDATIONS. A CONSULTANT ALSO CONDUCTS SALARY STUDIES FOR AND MAKE RECOMMENDATIONS FOR SALARY RANGES FOR ALL OTHER STAFF POSITIONS. COMPENSATION STUDIES ARE PRESENTED TO THE BOARD OF DIRECTORS FOR REVIEW AND FINAL APPROVAL. PART I, LINE 4B NAME: MICHAEL HOPKINS, DESCRIPTION: CONTRIBUTION, CURRENT YEAR AMOUNT: $19,500. PLAN DESCRIPTION: CONTRIBUTION NAME: DANA TOPPEL, DESCRIPTION: CONTRIBUTION, CURRENT YEAR AMOUNT: $5,000. PLAN DESCRIPTION: CONTRIBUTION NAME: KEA SPURRIER, DESCRIPTION: CONTRIBUTION, CURRENT YEAR AMOUNT: $5,000. PLAN DESCRIPTION: CONTRIBUTION NAME: BERNADETTE GRIGGS, DESCRIPTION: CONTRIBUTION, CURRENT YEAR AMOUNT: $5,000. PLAN DESCRIPTION: CONTRIBUTION X GIFT CARDS 1204 89806 CARD VALUE X VEHICLE MAINTENANCE 21 11455 INVOICE CREDIT 0 0 1 0 PART I, COLUMN (B): ALL NON-CASH CONTRIBUTIONS GIVEN IN FY 2021-2022 LISTED IN COLUMN (B) WERE THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE AUDIT COMMITTEE AND THE BOARD OF DIRECTORS FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS ARE REQUIRED TO SIGN ON AN ANNUAL BASIS A CONFLICT OF INTEREST STATEMENT. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS IS RESPONSIBLE FOR SETTING THE CONTRACT OF THE CEO AND COO. A CONSULTING FIRM REVIEWS THE SALARY RANGES FOR THE CFO AND CDO VIA COMPENSATION STUDY AND MAKE RECOMMENDATIONS. A CONSULTANT ALSO CONDUCTS SALARY STUDIES FOR AND MAKE RECOMMENDATIONS FOR SALARY RANGES FOR ALL OTHER STAFF POSITIONS. COMPENSATION STUDIES ARE PRESENTED TO THE BOARD OF DIRECTORS FOR REVIEW AND FINAL APPROVAL. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2022 FORM 990, PART VI, SECTION C, LINE 19 AT OUR MAIN OFFICE 8804 BALBOA AVE, SAN DIEGO, CA. 92123 FORM 990, PART XI, LINE 9: INTERCOMPANY TRANSFER -2,943,413. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. JFS FOUNDATION LLC 8804 BALBOA AVENUE SAN DIEGO CA 92123 562574072 TO FURTHER JFS EXEMPT CHARITABLE PURPOSE CA JEWISH FAMILY SERVICE OF SAN DIEGO JFS HOLDINGS LLC 8804 BALBOA AVENUE SAN DIEGO CA 92123 562574074 TO FURTHER JFS EXEMPT CHARITABLE PURPOSE CA 6364063 JEWISH FAMILY SERVICE OF SAN DIEGO 8788 BALBOA AVENUE LLC 8804 BALBOA AVENUE SAN DIEGO CA 92123 463948553 TO FURTHER JFS EXEMPT CHARITABLE PURPOSE CA 5103705 JEWISH FAMILY SERVICE OF SAN DIEGO HAND UP LENDING LLC 8804 BALBOA AVENUE SAN DIEGO CA 92123 474758351 TO FURTHER JFS EXEMPT CHARITABLE PURPOSE CA JEWISH FAMILY SERVICE OF SAN DIEGO RADY JEWISH FAMILY SERVICE FOUNDATION 8804 BALBOA AVE SAN DIEGO CA 92123 845162579 TO FURTHER JFS EXEMPT CHARITABLE PURPOSE CA 501(C)(3) LINE 12A, I JEWISH FAMILY SERVICE OF SAN DIEGO 1 CHARITABLE ADULT RIDES & SERVICES INC 4669 MURPHY CANYON ROAD SUITE 100 SAN DIEGO CA 92123 274327126 TRANSPORTATION SOLUTIONS FOR OLDER ADULTS CA 501(C)(3) LINE 10 JEWISH FAMILY SERVICE OF SAN DIEGO 1 KLA HOLDINGS LLC 4669 MURPHY CANYON ROAD 100 SAN DIEGO CA 92123 831219642 REAL ESTATE AND LAND RENTAL CA N/A N/A 8502 71080 0 0 0.50000 CAPITAL CITY AUTO AUCTION 3796 RECYCLE ROAD RANCHO CORDOVA CA 95742 813043933 VEHICLE AUCTION SERVICES CA CHARITABLE ADULT RIDES & SERVICES C 491559 740125 1.00000 0 CHARITABLE AUTO RECYCLING INC 4669 MURPHY CANYON ROAD SUITE 100 SAN DIEGO CA 92123 831219813 VEHICLE AUCTION SERVICES CA CHARITABLE ADULT RIDES & SERVICES C 176118 313655 1.00000 0 EXPRESS AUTO AUCTION 4669 MURPHY CANYON ROAD SUITE 100 SAN DIEGO CA 92123 842904651 VEHICLE AUCTION SERVICES CA CHARITABLE ADULT RIDES & SERVICES C 388566 1750691 1.00000 0 POLARIS MOBILITY INC 4669 MURPHY CANYON ROAD SUITE 100 SAN DIEGO CA 92123 274327126 LOGISTICS SOFTWARE CA CHARITABLE ADULT RIDES & SERVICES C -126717 1297354 1.00000 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 1 0 1 1 CHARITABLE ADULT RIDES AND SERVICES INC C 8293041 FMV RADY JEWISH FAMILY SERVICE FOUNDATION C 207097 FMV CHARITABLE ADULT RIDES AND SERVICES INC S 527893 FMV ON THE GO BILLINGS RADY JEWISH FAMILY SERVICE FOUNDATION R 2943413 BOOK VALUE