2022-05-16T11:51:42-05:00 2021-06-30 952302617 SINGERLEWAK LLP 262 GRAND AVENUE S SAN FRANCISCO CA 94080 990 2020-07-01 941156528 JEWISH FAMILY AND CHILDREN'S SERVICES JEWI 4154491200 PO BOX 159004 SAN FRANCISCO CA 941159004 JONATHAN ZIMMAN CFO 4154491200 2022-05-13 1 JONATHAN ZIMMAN 999009999 NAZANIN BENYAMINI P00666808 6508727600 2022-05-14 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z DR ANITA FRIEDMAN PO BOX 159004 SAN FRANCISCO CA 941159004 90068423 0 X WWW.JFCS.ORG X 1850 CA JEWISH FAMILY AND CHILDREN'S SERVICES EXISTS TO PROVIDE PROFESSIONAL AND VOLUNTEER SERVICES FOR THE PURPOSES OF DEVELOPING, RESTORING, AND MAINTAINING THE COMPETENCY OF FAMILIES AND INDIVIDUALS OF ALL AGES. JFCS PROVIDES PREVENTIVE, EDUCATIONAL, THERAPEUTIC, AND SUPPORTIVE SERVICES, WITHIN THE CONTEXT OF HISTORIC JEWISH VALUES, EMPHASIZING INTER-GENERATIONAL TIES AND COMMUNITY RESPONSIBILITY. 30 30 612 1480 0 0 25607419 49096046 13801298 12690487 1253380 8293869 -265268 114896 40396829 70195298 2387042 2851276 0 0 27035060 27825165 0 0 2811909 9058054 8257856 38480156 38934297 1916673 31261001 76234764 103898772 27931796 23080715 48302968 80818057 X SEE SCHEDULE O 0 0 19535855 1682159 7639696 OLDER ADULTS: JFCS PROVIDES COMPREHENSIVE, CARING SERVICES TO HELP OLDER ADULTS LIVE SAFE, HEALTHY LIVES IN THEIR OWN HOMES. SENIORS AT HOME HELPS OLDER ADULTS LIVE INDEPENDENTLY AND GIVES PEACE OF MIND TO THEIR FAMILIES. ITS CONTINUUM OF CARE INCLUDES HOME CARE, COUNSELING, CAREGIVER SUPPORT, AND DEMENTIA CARE. PALLIATIVE CARE HELPS ALLEVIATE SUFFERING FOR PEOPLE OF ALL AGES FACING A CHRONIC OR TERMINAL ILLNESS. OUR FIDUCIARY SERVICES PROGRAM HELPS PEOPLE SAFELY MANAGE THEIR MONEY AND AFFAIRS FROM BILL PAYING TO LEGAL CONSERVATORSHIP. JFCS ALSO OFFERS KOSHER MEALS-ON-WHEELS DELIVERY, BEREAVEMENT AND HEALING SERVICES, HOLOCAUST SURVIVOR SUPPORT SERVICES, VOLUNTEER SERVICES, AND HOLIDAY VISITORS. 7828424 796007 2191811 CHILDREN AND FAMILIES: THROUGH OUR CENTER FOR CHILDREN AND YOUTH, JFCS IMPROVES THE LIVES OF CHILDREN AND FAMILIES WITH A RANGE OF CLINICAL AND MENTAL HEALTH SERVICES FOR CHILDREN AND TEENS, PARENT SUPPORT AND EDUCATION PROGRAMS, LEADERSHIP AND VOLUNTEER OPPORTUNITIES FOR TEENS, TRAINING FOR CHILD DEVELOPMENT PROFESSIONALS, AND PUBLIC POLICY ADVOCACY. JFCS ALSO HELPS FAMILIES THROUGH OUR ADOPTION CONNECTION PROGRAM, HOUSING AND ADVOCACY PROGRAMS, DREAM PROGRAM FOR VICTIMS OF DOMESTIC VIOLENCE, FINANCIAL ADVICE AND ASSISTANCE SERVICES, AND YOUTH EDUCATIONAL AND MENTORING PROGRAMS. 3013614 143781 2394799 EMIGRES AND REFUGEES: JFCS WARMLY WELCOMES IMMIGRANTS AND REFUGEES, HELPING THEM TO BUILD NEW LIVES AND BECOME ACTIVE, INVOLVED MEMBERS OF THEIR NEW COMMUNITY. JFCS' EMIGRE PROGRAMS INCLUDE BILINGUAL MENTAL HEALTH SERVICES, CITIZENSHIP ASSISTANCE, LEGAL CONSULTATIONS AND ASSISTANCE, IMMIGRATION SERVICES, EMIGRE YOUTH DEVELOPMENT PROGRAM, AND OUR L'CHAIM ADULT DAY HEALTH CENTER - A LIFELINE FOR LOW INCOME, IMMIGRANT SENIORS THAT PROVIDES THEM WITH MANY CRITICAL SOCIAL AND MEDICAL SERVICES. 2451267 229329 464181 ADULTS: JFCS OFFERS A WIDE RANGE OF SERVICES TO ADULTS, THROUGH ITS EMERGENCY AND ASSISTANCE PROGRAMS, SMALL BUSINESS LOAN OPPORTUNITIES, COMMUNITY EDUCATION, COUNSELING, CASE MANAGEMENT, SPIRITUAL CARE, BEREAVEMENT AND HEALING PROGRAM, DISABILITY SERVICES PROGRAM, AND OTHER PRACTICAL AND EMOTIONAL SUPPORT. 2451267 229329 464181 32829160 1 1 0 0 0 1 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 161 0 1 612 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 30 30 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X X JONATHAN ZIMMAN CFO 4154491200 2150 POST ST SAN FRANCISCO CA 941159004 LUBA TROYANOVSKY PRESIDENT 2.00 X X 0 0 0 SCOTT KAY VICE PRESIDENT 2.00 X X 0 0 0 DAVID KREMER VICE PRESIDENT 2.00 X X 0 0 0 KERRI LEHMANN VICE PRESIDENT 2.00 X X 0 0 0 JAN MAISEL MD VICE PRESIDENT 2.00 X X 0 0 0 DOUG WINTHROP TREASURER 2.00 X X 0 0 0 MARINA TIKHMAN VICE TREASURER 2.00 X X 0 0 0 DEBORAH HOFFMAN SECRETARY 2.00 X X 0 0 0 ROBERT BLUM DIRECTOR 2.00 X 0 0 0 MARCI DOLLINGER DIRECTOR 2.00 X 0 0 0 DAVID DOSSETTER DIRECTOR 2.00 X 0 0 0 STEVEN FEINBERG DIRECTOR 2.00 X 0 0 0 CARL GRUNFELD MD DIRECTOR 2.00 X 0 0 0 ODED HERMONI DIRECTOR 2.00 X 0 0 0 ALEX INGERSOLL DIRECTOR 2.00 X 0 0 0 DAVID KIACHKO DIRECTOR 2.00 X 0 0 0 NATACHA KOLB DIRECTOR 2.00 X 0 0 0 MARK MENELL DIRECTOR 2.00 X 0 0 0 GARRY RAYANT DDS DIRECTOR 2.00 X 0 0 0 LAURA ROBBIN DIRECTOR 2.00 X 0 0 0 MICHAEL ROLNICK DIRECTOR 2.00 X 0 0 0 JOHN F SAMPSON DIRECTOR 2.00 X 0 0 0 JAMES SHAPIRO DIRECTOR 2.00 X 0 0 0 SANDRA SHMUNIS DIRECTOR 2.00 X 0 0 0 LYDIA SHORENSTEIN DIRECTOR 2.00 X 0 0 0 DEBORAH STADTNER DIRECTOR 2.00 X 0 0 0 JACQUELINE NEUWIRTH SWIRE DIRECTOR 2.00 X 0 0 0 ROBERT TANDLER DIRECTOR 2.00 X 0 0 0 ALEX VARUM DIRECTOR 2.00 X 0 0 0 KATHY FIELDS DIRECTOR 2.00 X 0 0 0 DR ANITA FRIEDMAN EXECUTIVE DIRECTOR 45.00 X 492813 0 39900 JONATHAN F ZIMMAN CHIEF FINANCIAL OFFICER 45.00 X 175163 0 0 NANCY GAIL MASTERS ASSOCIATE EXECUTIVE DIRECT 45.00 X 244449 0 19811 BARBARA ANN FARBER DIR. OF DEVEL/PERM. ENDOW 45.00 X 231363 0 18624 BRUCE D FELDSTEIN DIRECTOR OF CHAPLANCY SERV 45.00 X 201774 0 16383 STACY A RACKUSIN DEPUTY DIRECTOR OF DEVELOP 45.00 X 188646 0 14121 KEVIN G CHOW CONTROLLER 45.00 X 167171 0 13444 1701379 0 122283 31 0 1 0 XANTRION INC 651 20TH ST OAKLAND CA 94612 IT SERVICES 665796 CLEANERIFIC LLC PO BOX 210296 SAN FRANCISCO CA 94121 JANITORIAL SERVICES 432825 MAJESTIC FLOORS INC 5111 PORT CHICAGO HIGHWAY CONCORD CA 94520 CARPET CONTRACTOR 221400 HEADFIRST ARTS & MEDIA 7128 PLANK AVE EL CERRITO CA 94530 MEDIA/VIDEO 214735 PCD 1032 MAXWELL DRIVE SANTA ROSA CA 95401 AUDIO VISUAL CONSULTANT 192825 11 4879000 44217046 10912912 49096046 PROGRAM SERVICE FEES 624100 12682963 12682963 LOAN INTEREST INCOME 624100 7524 7524 12690487 968424 968424 398810 304273 94537 94537 94537 26893297 1000 19568852 0 7324445 1000 7325445 7325445 MISCELLANEOUS INCOME 624100 20359 20359 20359 70195298 12690487 0 8408765 565900 565900 2282976 2282976 2400 2400 707876 707876 21459805 18831950 1006102 1621753 974142 787866 69357 116919 2515824 2185691 186329 143804 2167518 1904820 132279 130419 89929 73905 11488 4536 120804 108592 12212 221145 221145 2378177 1794746 321054 262377 456314 432569 23745 1398587 942643 150083 305861 1538031 1267596 133794 136641 269013 245850 20780 2383 40162 17120 22167 875 115530 115530 1088336 1033301 20141 34894 255759 168457 79621 7681 RECRUITMENT 107655 69319 34306 4030 BAD DEBTS 98010 98010 0 DUES AND SUBSCRIPTIONS 80404 15449 61176 3779 38934297 32829160 3293228 2811909 5392717 1458433 12059532 2935640 3931493 8008634 1923004 1498906 368134 297446 17975 11940 474303 307451 39890259 18760410 18022585 21129849 33999010 68250473 46011 0 76234764 103898772 4360970 6543993 18680224 11338289 4890602 5198433 27931796 23080715 X 2917798 20996768 45385170 59821289 48302968 80818057 76234764 103898772 31261001 1254088 0 X 0 1 X 1 0 X 18488417 16872361 21028592 25607419 49096046 131092835 18488417 16872361 21028592 25607419 49096046 131092835 31391495 99701340 704623 766283 893199 935687 1367234 4667026 20359 20359 135780220 79421201 0.73430 0.75350 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 41 11229520 565900 11950346 1 1 39507905 1773991 8642042 1553554 48370384 39061776 1638574 516654 1262959 39954045 36549232 1644868 2178879 1311203 39061776 35837892 1618145 320491 1227296 36549232 34963413 1759864 26696 912081 35837892 0.84680 0.15320 0 0 7676355 7676355 23241592 11954799 11286793 2308301 1929306 378995 2397692 1857814 539878 4266319 3018491 1247828 21129849 SPLIT-INTEREST LIABILITIES 5198433 5198433 X 71878433 1254088 650192 1904280 69974153 221145 221145 70195298 39363344 650192 650192 38713152 221145 221145 38934297 PART X, LINE 2: JFCS IS ORGANIZED AS A NOT-FOR-PROFIT ORGANIZATION EXEMPT FROM INCOME TAX UNDER PROVISIONS OF INTERNAL REVENUE CODE 501(C)(3) AND CALIFORNIA REVENUE AND TAXATION CODE 23701D. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY JFCS, AND HAS CONCLUDED THAT, AS OF JUNE 30, 2021, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. JFCS IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART V, LINE 4 - INTENDED USES OF ENDOWMENT FUND THE JEWISH FAMILY AND CHILDREN'S SERVICES ENDOWMENT CONSISTS OF MORE THAN 393 DONOR-RESTRICTED FUNDS WHICH HAVE BEEN ESTABLISHED TO PROVIDE ONGOING SUPPORT FOR THE MISSION OF THE ORGANIZATION. DONOR RESTRICTED FUNDS ARE DESIGNATED TO PROVIDE FUNDING FOR VARIOUS PROGRAMS OR TO SUPPORT OVERALL MISSION OF THE ORGANIZATION. THE BOARD OF DIRECTORS OF THE ORGANIZATION HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ARE INTENDED TO PROVIDE A PREDICTABLE STREAM OF FUNDING FROM THE ENDOWMENT IN PERPETUITY. 1 SF CAMPUS FOR JEWISH LIVING JEWISH HOME 302 SILVER AVENUE SAN FRANCISCO CA 94112 940545320 3 55385 FMV PROGRAM SUPPORT SF-MARIN FOOD BANK 900 PENNSYLVANIA AVENUE SAN FRANCISCO CA 94107 943041517 3 55000 FMV PROGRAM SUPPORT JEWISH COMMUNITY FREE CLINIC 50 MONTGOMERY ST SANTA ROSA CA 95404 943386103 3 26000 FMV PROGRAM SUPPORT SF ZOOLOGICAL SOCIETY THE 1 ZOO ROAD SAN FRANCISCO CA 941321098 941429538 3 21500 FMV PROGRAM SUPPORT GOLDEN GATE NATIONAL PARKS CONSERVANCY BUILDING 201 FORD MASON MASON SAN FRANCISCO CA 941231304 942781708 3 12000 FMV PROGRAM SUPPORT GLIDE MEMORIAL UNITED METHODIST CHURCH 330 ELLIS STREET SAN FRANCISCO CA 94102 941156481 3 10700 FMV PROGRAM SUPPORT HAWAII FOOD BANK 2611 KILIHAU ST HONOLULU HI 968192021 990220699 3 10500 FMV PROGRAM SUPPORT OBERLIN COLLEGE PO BOX 72110 CLEVELAND OH 441920002 340714363 3 10500 FMV PROGRAM SUPPORT COMMUNITY HOUSING PARTNERSHIP 20 JONES ST STE 200 SAN FRANCISCO CA 94102 943112338 3 10000 FMV PROGRAM SUPPORT JEWISH VOCATIONAL SERVICE 225 BUSH STREET SUITE 400 SAN FRANCISCO CA 94104 942213100 3 6200 FMV PROGRAM SUPPORT CONGREGATION RODEF SHOLOM ATTN LANI LOFK 170 N SAN PEDRO ROAD ROAD SAN RAFAEL CA 94903 946030040 3 5540 FMV PROGRAM SUPPORT AMERICAN FRIENDS OF MAGEN DAVID ADOM A/O YOSSI MENTZ 6505 WILSHIRE BLVD LOS ANGELES CA 90048 131790719 3 5000 FMV PROGRAM SUPPORT CHABAD OF SONOMA COUNTY 2461 SUMMERFIELD RD SANTA ROSA CA 95405 020673727 3 5000 FMV PROGRAM SUPPORT LOWELL ALUMNI ASSOCIATION PO BOX 320009 SAN FRANCISCO CA 94132 946125408 3 5000 FMV PROGRAM SUPPORT PLANNED PARENTHOOD - NORTHERN CALIFORNIA 2185 PACHECO ST CONCORD CA 94520 941575233 3 5000 FMV PROGRAM SUPPORT UCSF FOUNDATION UCSF BOX 0970 SAN FRANCISCO CA 94143 521309391 3 6100 FMV PROGRAM SUPPORT THE CENTER FOR PUBLIC INTEGRITY 901 17TH STREET NW 7TH FL WASHINGTON DC 20006 541512177 3 5000 FMV PROGRAM SUPPORT PENINSULA JEWISH COMMUNITY CTR 800 FORSTER CITY BLVD FOSTER CITY CA 94404 943327262 3 11000 FMV PROGRAM SUPPORT CONTEMPORARY JEWISH MUSEUM 736 MISSION ST SAN FRANCISCO CA 94103 470920831 3 5300 FMV PROGRAM SUPPORT CALIFORNIA ACADEMY OF SCIENCES 55 MUSIC CONCOUSE DRIVE SAN FRANCISCO CA 94118 941156258 3 41500 FMV PROGRAM SUPPORT LUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTH 400 HAMILTON AVE STE 340 PALO ALTO CA 94301 770440090 3 10000 FMV PROGRAM SUPPORT EXPLORATORIUM 3601 LYON STREET SAN FRANCISCO CA 94123 941696494 3 41000 FMV PROGRAM SUPPORT NARAL PRO-CHOICE AMERICA FOUNDATION 335 SOUTH VAN NESS AVE SAN FRANCISCO CA 94103 521100361 4 5000 FMV PROGRAM SUPPORT PENINSULA TEMPLE SHOLOM 1655 SEBASTIAN DRIVE BURLINGAME CA 94010 946024560 3 5200 FMV PROGRAM SUPPORT ACLU FOUNDATION 125 BROAD STREET 18TH FL NEW YORK NY 10004 940279770 3 6000 FMV PROGRAM SUPPORT PLANNED PARENTHOOD FEDERATION OF AMERICA 123 WILLIAM STREET 10TH FL NEW YORK NY 10273 131644147 3 6900 FMV PROGRAM SUPPORT JEWISH COMMUNITY FEDERATION 121 STEUART STREET SAN FRANCISCO CA 94105 941156533 3 84200 FMV PROGRAM SUPPORT RED TAB FOUNDATION 1155 BATTERY ST LS/7 SAN FRANCISCO CA 94111 942779937 3 5000 FMV PROGRAM SUPPORT 27 28 ASSISTANCE TO ADULTS 684 342591 FMV ASSISTANCE TO CHILDREN AND FAMILIES 116 125702 FMV ASSISTANCE TO OLDER ADULTS 1290 1461986 FMV AID TO EMIGRES 156 151156 FMV X X X X X X 0 0 0 0 0 0 0 0 0 DR ANITA FRIEDMAN EXECUTIVE DIRECTOR 392813 0 0 0 100000 0 39900 0 0 0 532713 0 0 0 JONATHAN F ZIMMAN CHIEF FINANCIAL OFFICER 175163 0 0 0 0 0 0 0 0 0 175163 0 0 0 NANCY GAIL MASTERS ASSOCIATE EXECUTIVE DIRECT 244449 0 0 0 0 0 19811 0 0 0 264260 0 0 0 BARBARA ANN FARBER DIR. OF DEVEL/PERM. ENDOW 231363 0 0 0 0 0 18624 0 0 0 249987 0 0 0 BRUCE D FELDSTEIN DIRECTOR OF CHAPLANCY SERV 201774 0 0 0 0 0 16383 0 0 0 218157 0 0 0 STACY A RACKUSIN DEPUTY DIRECTOR OF DEVELOP 188646 0 0 0 0 0 14121 0 0 0 202767 0 0 0 KEVIN G CHOW CONTROLLER 167171 0 0 0 0 0 13444 0 0 0 180615 0 0 0 X 23 8490 AUTO AUCTIONS X 35 10904422 STOCK MARKET 0 1 1 PART I, LINE 32B: JEWISH FAMILY AND CHILDREN'S SERVICES CONTRACTS WITH TWO COMMERCIAL FUNDRAISERS TO CONDUCT A VEHICLE DONATION PROGRAM. CHARITABLE ADULT RIDES & SERVICES, INC. 8804 BALBOA AVENUE SAN DIEGO, CA 94123 1-858-300-2901 AUTOMOTIVE RECOVERY SERVICES DBA INSURANCE AUTO AUCTIONS TWO WESTBROOK CORPORATE CENTER, SUITE #500 WESTCHESTER, IL 60154 1-708-492-7000 FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: JEWISH FAMILY AND CHILDREN'S SERVICES (JFCS) EXISTS TO PROVIDE PROFESSIONAL AND VOLUNTEER SERVICES FOR THE PURPOSES OF DEVELOPING, RESTORING, AND MAINTAINING THE COMPETENCY OF FAMILIES AND INDIVIDUALS OF ALL AGES. SINCE 1850, JFCS HAS PROVIDED AN ARRAY OF PREVENTIVE, EDUCATIONAL, THERAPEUTIC, AND SUPPORTIVE SERVICES, WITHIN THE CONTEXT OF HISTORIC JEWISH VALUES, EMPHASIZING INTER-GENERATIONAL TIES AND COMMUNITY RESPONSIBILITY. TODAY, JFCS ASSISTS PEOPLE OF ALL FAITHS AND BACKGROUNDS AS THEY FACE LIFE TRANSITIONS AND PERSONAL CRISIS WITH HIGH-QUALITY, RESEARCH-BASED PROGRAMS AND SERVICES. THESE INCLUDE HOME CARE FOR SENIORS, THERAPY FOR CHILDREN, SUPPORT FOR HOLOCAUST SURVIVORS, YOUTH VOLUNTEER PROGRAMS, COUNSELING FOR PEOPLE OF ALL AGES, ADOPTION SERVICES, PARENTING WORKSHOPS, EMERGENCY AND DISASTER ASSISTANCE, AND SERVICES FOR PEOPLE WITH DISABILITIES. FORM 990, PART VI, SECTION A, LINE 2 LINE 2 EXPLANATION - GARRY RAYANT AND KATHY FIELDS ARE BOTH DIRECTORS AND ARE MARRIED TO EACH OTHER. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S FORM 990 WAS REVIEWED BY THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ANNUAL CONFLICT OF INTEREST FORMS ARE SIGNED BY THE TRUSTEES, OFFICERS, DIRECTORS, AND KEY EMPLOYEES. CONFLICTS ARE REFERRED TO THE AUDIT COMMITTEE. FORM 990, PART VI, SECTION B, LINE 15 COMPARABILITY DATA FOR CEO/EXECUTIVE DIRECTOR AND CFO ARE COMPILED AND ANALYZED BY AN INDEPENDENT COMPENSATION CONSULTANT AND REVIEWED BY THE BOARD OF DIRECTORS. COMPENSATION IS DETERMINED BY THE BOARD AFTER REVIEW OF COMPARABILITY DATA AND PERFORMANCE EVALUATIONS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE ON JFCS' WEBSITE AND UPON REQUEST. TAUBE FOUNDATION FOR JEWISH LIFE AND CULTURE 2150 POST STREET SAN FRANCISCO CA 941155411 943244838 SUPPORTED ORGANIZATION CA 501(C)(3) CHARITY N/A 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 TAUBE FOUNDATION FOR JEWISH LIFE AND CULTURE L 75000 CASH VALUE TAUBE FOUNDATION FOR JEWISH LIFE AND CULTURE C 10000 CASH VALUE