2025-05-14T17:44:36-05:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 1925 CENTURY PARK E 16TH FLOOR LOS ANGELES CA 90067 990 2023-07-01 951644024 JEWISH FAMILY SERVICE OF SAN DIEGO JEWI 8586373000 8804 BALBOA AVE SAN DIEGO CA 92123 MICHAEL HOPKINS CEO 8586373000 2025-05-13 1 1 TAYIIKA M DENNIS CPA P01575149 3102732501 2025-05-13 2023 2025-03-06 01:10:19Z MICHAEL HOPKINS 8804 BALBOA AVE SAN DIEGO CA 92123 119054129 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. 20 22 668 949 0 0 69874165 106088888 7851066 9744523 1194269 1234790 -801896 -733232 78117604 116334969 20006735 35323762 0 0 33907509 39455979 0 0 3881935 24467227 39090111 78381471 113869852 -263867 2465117 99399295 103390382 29236708 29541906 70162587 73848476 JEWISH FAMILY SERVICE IS A CLIENT-CENTERED, IMPACT-DRIVEN ORGANIZATION WORKING TO BUILD A STRONGER, HEALTHIER, MORE RESILIENT SAN DIEGO. 0 0 54840723 17525082 2139121 WELCOME THE STRANGERSINCE ITS FOUNDING DAYS, JFS HAS WELCOMED NEW IMMIGRANTS AND THOSE IN SEARCH OF A SAFER LIFEFREE 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. 47578754 17798680 7605402 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. 102419477 1 1 0 1 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 0 0 0 1 343 0 1 668 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 20 22 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X BERNADETTE GRIGGS 8586373000 8804 BALBOA AVE SAN DIEGO CA 92123 DEBORAH BUCKSBAUM CHAIR 4.00 1.00 X X 0 0 0 THERESA DUPUIS 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 1.00 X X 0 0 0 JOEL SMITH SECRETARY 2.00 X X 0 0 0 MARIE G RAFTERY ADVISORY OFFICER 2.00 1.00 X X 0 0 0 JAN ADLER DIRECTOR 2.00 X 0 0 0 SARAH BAKHIET DIRECTOR 2.00 X 0 0 0 LILLY CHENG PHD DIRECTOR 2.00 X 0 0 0 CONGRESSWOMAN SUSAN DAVIS RET DIRECTOR 2.00 X 0 0 0 ROCKETTE EWELL DIRECTOR 2.00 X 0 0 0 NADIA FARJOOD 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 RYAN GOLDENHAR DIRECTOR 2.00 X 0 0 0 SETH KROSNER MD DIRECTOR 2.00 X 0 0 0 JENNY MEISELMAN PHD DIRECTOR 2.00 X 0 0 0 RABBI JASON NEVAREZ DIRECTOR 2.00 X 0 0 0 ADAM ROSENTHAL DIRECTOR 2.00 X 0 0 0 BRAD SLAVIN DIRECTOR 2.00 X 0 0 0 MICHAEL HOPKINS CHIEF EXECUTIVE OFFICER 40.00 1.00 X 478703 0 51552 BERNADETTE GRIGGS CHIEF FINANCIAL OFFICER 40.00 X 227942 0 28770 DANA TOPPEL CHIEF OPERATING OFFICER 40.00 X 336485 0 57758 KEA SPURRIER CHIEF DEVELOPMENT OFFICER 40.00 X 246618 0 29207 KATHERINE CLARK SR. DIR. IMMIGRATION SERVI 40.00 X 158370 0 9245 LISA BRUNER SR. DIR. CONTROLLER 40.00 X 157878 0 9329 THOMPSON SHERRIE-LYN M VP OPERATIONS & ORGANIZATIONAL CAPACITY 40.00 X 158479 0 15729 1764475 0 201590 27 0 1 0 ORANGE COUNTY HOMECARE LLC 630 ROOSEVELT IRVINE CA 92620 HOME CARE 1008460 EASY LIVING HOME CARE 22921 CAVANAUGH RD LAKE FOREST CA 92630 HOME CARE 824798 DIAMOND ENVIRONMENTAL SERVICES LP 807 E MISSION RD SAN MARCOS CA 92069 ENVIRONMENTAL 241186 KEEP UP CLEANING SERVICES 27068 LA PAZ 463 ALISO VIEJO CA 92656 CUSTODIAL 240663 VERIZON WIRELESS SERVICES ONE VERIZON WAY BASKING RIDGE NJ 07920 TELECOMMUNICATIONS 222386 11 1624224 81284881 23179783 132902 106088888 PROGRAM FEES 624100 9310534 9310534 CLIENT FEES 624100 433989 433989 9744523 112852 112852 2761709 66879 1654555 52095 1107154 14784 1121938 1121938 279278 1624224 1012510 -733232 -733232 116334969 9744523 0 501558 35323762 35323762 759775 312042 175112 272621 30537198 24844558 3513295 2179345 1118454 853098 171575 93781 4615044 3668278 677125 269641 2425508 1859501 375208 190799 144338 23426 120912 172305 5400 166905 127058 127058 2704068 1749623 673768 280677 102771 28859 15597 58315 1518257 1134308 147906 236043 11731157 11720230 10618 309 485473 391433 58133 35907 971536 712346 191910 67280 620836 388987 215297 16552 SUBCONTRACTOR FEES 14116155 14032161 83915 79 PROGRAM EXPENSES 2024297 2018610 856 4831 EQUIPMENT, REPAIRS, AND 1532486 1402968 87451 42067 MEMBERSHIPS/SUBSCRIPTIO 729282 458421 209704 61157 2110092 1491466 546095 72531 113869852 102419477 7568440 3881935 31521224 29195235 140627 190851 16392221 14788011 851155 1416935 75000 75000 6411942 2236637 8168941 4479226 2899550 3689715 26000218 28405995 15107358 23392003 99399295 103390382 2919728 10042297 23815826 16378394 2501154 3121215 29236708 29541906 X 53927228 53396162 16235359 20452314 70162587 73848476 99399295 103390382 X 2465117 2293377 -1072605 X X 0 1 X 1 1 1 X 31390360 41772596 77313132 69874165 10608888 230959141 31390360 41772596 77313132 69874165 10608888 230959141 20379526 210579615 457573 295885 424826 577057 112852 1868193 232827334 22353658 0.90440 0.92930 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 11341 0 0 11341 0 PART II-B, LINE 1: JEWISH FAMILY SERVICE DISSEMINATES LETTERS OF SUPPORT AND ISSUES CALLS TO ACTION ABOUT STATE AND FEDERAL BILLS RELATED TO POVERTY, SELF-SUFFICIENCY, HOUSING AND THE NEEDS OF VULNERABLE INDIVIDUALS FROM SENIORS TO PARENTING TEENS. STAFF MEET IN PERSON AND HAVE PHONE CALLS WITH ELECTED OFFICIALS ABOUT STATE AND FEDERAL LEGISLATIVE BUDGET ISSUES. JEWISH FAMILY SERVICE PAYS FOR FLIGHTS TO SACRAMENTO FOR STAFF TO PARTICIPATE IN ADVOCACY MEETINGS AND HEARINGS AT THE CAPITAL, IN ADDITION TO PARTICIPATING IN THE ANNUAL JEWISH PUBLIC AFFAIRS COMMITTEE'S ADVOCACY DAY. X 0 9786466 4253940 2206504 1272789 14974121 9624548 45336 787371 670789 9786466 11326102 -1186327 515227 9624548 9145858 2669001 488757 11326102 9674028 2626 -30514 500282 9145858 0.32412 0.58002 0.09585 1 0 2665066 776633 1888433 4607396 3702593 904803 896479 896479 3689715 BENEFICIAL INTERESTS IN ENDOWMENT FUNDS 9866657 F FUNDS HELD AT JEWISH COMMUNITY FOUNDATION 18539338 F 28405995 DEPOSITS 583137 INVESTMENTS IN SUBSIDIARIES 5760456 INTERCOMPANY RECEIVABLES 14509825 RIGHT OF USE ASSETS 2538585 23392003 DEFERRED COMPENSATION 504360 LEASE LIABILITY 2616855 3121215 X 119509016 2293377 1007727 3301104 116207912 127058 127058 116334970 114750520 1007727 1007727 113742793 127058 127058 113869851 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 1,007,727. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE NETTED WITH REVENUE 1,007,727. X X X X X X X 0 CA GALA 1817702 1553574 264128 209795 36300 581387 LUNCHEON 85800 70650 15150 36138 5140 143750 1903502 1624224 279278 245933 41440 725137 1012510 -733232 1 EMERGENCY FUNDS FOR CLIENTS IN CRISIS 20710 11575503 503969 FMV GIFT CARDS & SERVICES HOUSING, FOOD AND CASH ASSISTANCE FOR REFUGEES, IMMIGRANTS AND MIGRANTS 1504 6026142 10770 FMV GIFT CARDS AND GIFT CERTIFICATES HOUSING, FOOD AND CASH ASSISTANCE FOR REFUGEES AND IMMIGRANTS 71818 15415790 15416 FMV GIFT CARDS SCHOLARSHIPS 19 81600 OTHER FINANCIAL AID GIVEN TO STUDENTS IN THE FORM OF CASH EMERGENCY FOOD ASSISTANCE TO NO-INCOME AND LOW-INCOME CLIENTS 12422 121135 1573437 FMV FOOD AND DIAPERS X X X X X 0 1 0 0 0 0 0 0 0 MICHAEL HOPKINS CHIEF EXECUTIVE OFFICER 478703 0 0 0 0 0 40246 0 11306 0 530255 0 0 0 DANA TOPPEL CHIEF OPERATING OFFICER 336485 0 0 0 0 0 35239 0 22519 0 394243 0 0 0 KEA SPURRIER CHIEF DEVELOPMENT OFFICER 246618 0 0 0 0 0 13049 0 16158 0 275825 0 0 0 BERNADETTE GRIGGS CHIEF FINANCIAL OFFICER 227942 0 0 0 0 0 17506 0 11264 0 256712 0 0 0 THOMPSON SHERRIE-LYN M VP OPERATIONS & ORGANIZATIONAL CAPAC 158479 0 0 0 0 0 5646 0 10083 0 174208 0 0 0 KATHERINE CLARK SR. DIR. IMMIGRATION SERVI 158370 0 0 0 0 0 8684 0 561 0 167615 0 0 0 LISA BRUNER SR. DIR. CONTROLLER 157878 0 0 0 0 0 8762 0 567 0 167207 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: $22,500. PLAN DESCRIPTION: 457(B) DEFERRED COMPENSATION PLAN NAME: DANA TOPPEL, DESCRIPTION: CONTRIBUTION, CURRENT YEAR AMOUNT: $20,000. PLAN DESCRIPTION: EXECUTIVE BENEFIT PLAN NAME: BERNADETTE GRIGGS, DESCRIPTION: CONTRIBUTION, CURRENT YEAR AMOUNT: $5,000. PLAN DESCRIPTION: EXECUTIVE BENEFIT PLAN NAME: KEA SPURRIER, DESCRIPTION: CONTRIBUTION, CURRENT YEAR AMOUNT: $3,750. PLAN DESCRIPTION: EXECUTIVE BENEFIT PLAN X 3 20281 FMV X ITEM COUNT 1240 112621 FACE VALUE 0 1 0 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. 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 -1,072,605. FORM 990. PART XII, LINE 2C NO CHANGE FROM PY. 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 5715670 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 4755340 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 4574 CAMPUS AVENUE LLC 8804 BALBOA AVE SAN DIEGO CA 92123 333265406 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 7893 86962 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 884048 1562892 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 69532 412771 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 280401 3126345 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 -128031 2228508 1.00000 0 PUBLIC AUTO AUCTION (PONTIAC) LLC 4669 MURPHY CANYON ROAD SUITE 100 SAN DIEGO CA 92123 882771298 VEHICLE AUCTION SERVICES CA CHARITABLE ADULT RIDES & SERVICES C -69760 480716 1.00000 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 1 0 1 1 RADY JEWISH FAMILY SERVICE FOUNDATION R 1072607 BOOK VALUE RADY JEWISH FAMILY SERVICE FOUNDATION C 391132 FMV