2020-08-17T09:08:39-05:00 2019-09-30 420714325 RSM US LLP 80 CITY SQUARE BOSTON MA 02129 990 2018-10-01 042104356 JEWISH FAMILY & CHILDREN'S SERVICE INC JEWI 7816475327 1430 MAIN STREET WALTHAM MA 02451 SUSAN LIT CFO & COO 7816475327 2020-08-17 1 LYNNE JOHNSON P00757336 6179129000 73.226.132.236 2020-08-17 07:49:59 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 AECF77219117B6B1EC9B6AE33341583F740A001D 2018 2020-09-23 17:36:50Z GAIL SCHULMAN 1430 MAIN STREET WALTHAM MA 02451 26929722 0 X WWW.JFCSBOSTON.ORG X 1922 MA JEWISH FAMILY & CHILDREN'S SERVICE CARES FOR INDIVIDUALS AND FAMILIES BY PROVIDING EXCEPTIONAL HUMAN SERVICES GUIDED BY JEWISH TRADITIONS OF SOCIAL RESPONSIBILITY, COMPASSION, AND RESPECT FOR ALL MEMBERS OF THE COMMUNITY.JF&CS FULFILLS ITS MISSION BY PROVIDING DIRECT SERVICES AND ADVANCING BEST PRACTICES THAT SUPPORT THE RESILIENCE AND WELL-BEING OF ITS TARGET POPULATIONS: NEW PARENTS AND THEIR CHILDREN, OLDER ADULTS AND FAMILY CAREGIVERS, CHILDREN AND ADULTS WITH DISABILITIES, AND PEOPLE EXPERIENCING POVERTY, HUNGER, OR DOMESTIC ABUSE. 28 28 508 2255 -146134 0 8052189 8039253 16509068 16504009 479937 665589 -793680 -264348 24247514 24944503 14000 14000 0 0 19437224 17824194 0 0 1365176 7868193 8332768 27319417 26170962 -3071903 -1226459 30246701 29412054 2407607 2869552 27839094 26542502 X JEWISH FAMILY & CHILDREN'S SERVICE CARES FOR INDIVIDUALS AND FAMILIES BY PROVIDING EXCEPTIONAL HUMAN SERVICES GUIDED BY JEWISH TRADITIONS OF SOCIAL RESPONSIBILITY, COMPASSION, AND RESPECT FOR ALL MEMBERS OF THE COMMUNITY.JF&CS FULFILLS ITS MISSION BY PROVIDING DIRECT SERVICES AND ADVANCING BEST PRACTICES THAT SUPPORT THE RESILIENCE AND WELL-BEING OF ITS TARGET POPULATIONS: NEW PARENTS AND THEIR CHILDREN, OLDER ADULTS AND FAMILY CAREGIVERS, CHILDREN AND ADULTS WITH DISABILITIES, AND PEOPLE EXPERIENCING POVERTY, HUNGER, OR DOMESTIC ABUSE. 0 0 8318470 7606428 SERVICES FOR PEOPLE WITH DISABILITIES: JF&CS SERVICES FOR PEOPLE WITH DISABILITIES PROVIDES RESIDENTIAL SERVICES, DAY AND WORK PROGRAMMING, SOCIAL PROGRAMMING, CASE MANAGEMENT AND 1:1 SKILLS COACHING. FOR FAMILIES THAT ARE IMPACTED BY DISABILITIES WE PROVIDE INFORMATION AND REFERRAL, FAMILY CONSULTATION, AND GROUP RESPITE ACTIVITIES FOR CHILDREN WITH MULTIPLE DISABILITIES. OUR PROGRAMS ARE GROUNDED IN THE BELIEF THAT ALL PEOPLE SHOULD LIVE WITH DIGNITY IN THE COMMUNITY AND ENJOY THE RIGHTS AFFORDED THEIR PEERS REGARDLESS OF THEIR DIFFERENCES. SERVICES REFLECT THE VALUES OF INDIVIDUAL AUTONOMY, COMMUNITY INCLUSION, AND CARE CONTINUITY. JF&CS PROGRAMS ALSO MAKE IT POSSIBLE FOR PEOPLE WITH DISABILITIES TO MAINTAIN A JEWISH HOME AND PARTICIPATE IN CULTURAL AND RELIGIOUS ACTIVITIES IN THE MANNER THAT IS MOST MEANINGFUL FOR THEM. FOR THE YEAR ENDED SEPTEMBER 30, 2019, JF&CS PROVIDED SERVICES TO OVER 1,000 CLIENTS IN OVER TEN DISTINCT AREAS OF SERVICE TO INDIVIDUALS WITH DISABILITIES. 6273891 6237655 CARE FOR THE ELDERLY: JF&CS PROVIDES AN EXTENSIVE CONTINUUM OF SERVICES FOR SENIORS THROUGHOUT GREATER BOSTON. WE OFFER COMPREHENSIVE, COMPASSIONATE GERIATRIC CARE TO HELP SENIOR ADULTS LIVE HEALTHY, INDEPENDENT, AND MEANINGFUL LIVES. OUR SERVICES INCLUDE SUPPORT AND EDUCATION FOR THE TRANSITIONS OF AGING AS WELL AS SHORT AND LONG-TERM CARE, GERIATRIC CARE MANAGEMENT, AND SUPPORT FOR PEOPLE WITH ALZHEIMER'S OR PARKINSON'S AND THEIR CAREGIVERS. THE JF&CS GROUP ADULT FOSTER CARE PROGRAM PROVIDES ASSISTANCE WITH ACTIVITIES OF DAILY LIVING IN A CONGREGATE SETTING TO ELDERLY AND/OR DISABLED MASSHEALTH RECIPIENTS. SERVICES ARE PROVIDED BY PERSONAL CARE HOMEMAKERS SEVEN DAYS PER WEEK, AND ARE SUPERVISED BY A REGISTERED NURSE AND A SOCIAL WORKER/CASE MANAGER. FOR THE YEAR ENDED SEPTEMBER 30, 2019, JF&CS MADE OVER 300,000 VISITS TO THE ELDERLY IN THE GREATER BOSTON AREA. 3038571 14000 2338719 THE CENTER FOR EARLY RELATIONSHIP SUPPORT/HEALTHY FAMILIES: THE CENTER FOR EARLY RELATIONSHIP SUPPORT (CERS) IS A CENTER OF EXCELLENCE FOR DIRECT SERVICES, TRAINING, SUPERVISION, AND CONSULTATION THAT FOCUS ON THE EARLIEST INFANT-PARENT RELATIONSHIP. CERS PROMOTES THE HEALTHY DEVELOPMENT OF FAMILIES AT THE EARLIEST STAGES WITH PROGRAMS FOR NEW PARENTS. WE OFFER GUIDANCE, SUPPORT, INTERVENTIONS AND CONSULTATIONS ON PARENT/YOUNG CHILD RELATIONSHIP ISSUES INCLUDING INFANT CARE, FEEDING, SLEEP, AND POSTPARTUM DEPRESSION. HEALTHY FAMILIES PROVIDES SERVICES FOR YOUNG PARENTS. THIS PROGRAM OFFERS FREE HOME VISITS AND GROUP SUPPORT FOR FIRST TIME PARENTS WHO ARE UNDER 21 YEARS OLD AND THEIR FAMILIES. PARENTS DEVELOP A SPECIAL RELATIONSHIP WITH A HOME VISITOR WHO PROVIDES SUPPORT TO THE FAMILY, INFORMATION ON CHILD DEVELOPMENT, AND ACCESS TO COMMUNITY RESOURCES. PARENTS MAY RECEIVE SERVICES UNTIL THEIR CHILD'S THIRD BIRTHDAY. TOGETHER THESE PROGRAMS SERVE OVER 112 MASSACHUSETTS COMMUNITIES. WITHIN THESE COMMUNITIES, CERS AND HEALTHY FAMILIES CENTRAL MIDDLESEX SERVED OVER 3,000 CLIENTS IN THE YEAR ENDED SEPTEMBER 30, 2019. 2193412 321207 IN ADDITION TO PROGRAMS SERVING PARTICULARLY VULNERABLE POPULATIONS INCLUDING CHILDREN AND ADULTS WITH DISABILITIES OR MENTAL ILLNESS, NEW MOTHERS AND THEIR INFANTS, AND SENIORS LIVING WITH CHRONIC CONDITIONS, JF&CS HAS NUMEROUS OTHER PROGRAMS INCLUDING PROVIDING ASSISTANCE TO PEOPLE EXPERIENCING FINANCIAL CRISIS, FOOD INSECURITY, OR DOMESTIC ABUSE. OUR SERVICES ARE LIFELINES THAT HELP PEOPLE FEED THEIR FAMILIES, HEAT THEIR HOMES, KEEP ROOFS OVER THEIR HEADS, AND ADJUST TO CHANGES IN THE FAMILY. THESE PROGRAMS ARE DESIGNED TO PROVIDE THE TOOLS FAMILIES NEED TO MAKE CHANGES, BECOME SELF-SUFFICIENT, AND MEET THEIR BASIC NEEDS INDEPENDENTLY. 2193412 321207 19824344 1 1 0 1 0 0 0 0 1 1 1 1 0 1 1 1 0 1 0 0 0 1 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 218 0 1 508 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 28 28 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X SUSAN LIT CFO & COO 7816475327 1430 MAIN STREET WALTHAM MA 02451 SUSAN ABRAHAM DIRECTOR 2.00 1.00 X 0 0 0 MATTHEW APPELSTEIN DIRECTOR (FROM 06/04/2019) 2.00 1.00 X 0 0 0 STEVEN BERNSTEIN DIRECTOR 2.00 1.00 X 0 0 0 SHARI CASHMAN DIRECTOR 2.00 1.00 X 0 0 0 JILL COHEN DIRECTOR 2.00 1.00 X 0 0 0 KIMBERLY CREEM DIRECTOR 2.00 1.00 X 0 0 0 DANIELLE DARISH DIRECTOR 2.00 1.00 X 0 0 0 SUNITHA DAS DIRECTOR 2.00 1.00 X 0 0 0 PAUL GERSHKOWITZ DIRECTOR (FROM 06/04/2019) 2.00 1.00 X 0 0 0 ROBIN GROSS DIRECTOR (FROM 06/04/2019) 2.00 1.00 X 0 0 0 JAMIE GROSSMAN PRESIDENT 2.00 1.00 X X 0 0 0 PENNY GOODMAN DIRECTOR 2.00 1.00 X 0 0 0 SCOTT KRENTZMAN DIRECTOR (FROM 06/04/2019) 2.00 1.00 X 0 0 0 FRED LEIF DIRECTOR (UNTIL 06/04/2019) 2.00 1.00 X 0 0 0 MICHAEL LEVINGER DIRECTOR 2.00 1.00 X 0 0 0 ALAN LIPKIND DIRECTOR 2.00 1.00 X 0 0 0 GINNY MACDOWELL DIRECTOR 2.00 1.00 X 0 0 0 JOSEPH MAZELLA DIRECTOR (UNTIL 06/04/2019) 2.00 1.00 X 0 0 0 DALE OKONOW DIRECTOR 2.00 1.00 X 0 0 0 ANDREW PEARLSTEIN PRESIDENT ELECT 2.00 1.00 X X 0 0 0 LEWIS J PEARLSON CLERK 2.00 1.00 X X 0 0 0 SYLVIA PERLMAN PHD DIRECTOR (UNTIL 06/04/2019) 2.00 1.00 X 0 0 0 LESLIE PUCKER DIRECTOR (UNTIL 06/04/2019) 2.00 1.00 X 0 0 0 JAMES RABB MD DIRECTOR 2.00 1.00 X 0 0 0 JAY D ROSENBAUM DIRECTOR 2.00 1.00 X 0 0 0 DAVID SANDS DIRECTOR (FROM 06/04/2019) 2.00 1.00 X 0 0 0 DAVID SCHECHTER IMMEDIATE PAST PRESIDENT 2.00 1.00 X X 0 0 0 ALEXANDRA SIMES DIRECTOR 2.00 1.00 X 0 0 0 JACK SWARTZ DIRECTOR 2.00 1.00 X 0 0 0 WAYNE USHMAN TREASURER 2.00 1.00 X X 0 0 0 STEVEN WEIL VICE PRESIDENT 2.00 1.00 X X 0 0 0 SUSAN WILK DIRECTOR 2.00 1.00 X 0 0 0 RIMMA ZELFAND CEO (UNTIL 02/04/2019) 35.25 1.00 X 243636 0 25855 CARL ZACK INTERIM CHIEF EXECUTIVE OFFICER 35.25 1.00 X 0 0 0 BRUCE HASKIN CHIEF FINANCIAL OFFICER 35.25 1.00 X 178638 0 34852 WENDY WILSKER CHIEF ADVANCEMENT OFFICER 36.25 X 221961 0 38100 IRA SCHOR CHIEF OPERATIONS OFFICER 36.25 X 180366 0 7639 SUSAN FIENBERG CHIEF PROGRAMS OFFICER 36.25 X 171888 0 4036 RUTH MAFFA SR. DVLPMT OFFICER (UNTIL 06/18/2019) 36.25 X 165088 0 6835 WAYNE WELCH DIRECTOR OF INFORMATION TECHNOLOGY 36.25 X 141742 0 11576 1303319 0 128893 13 0 1 0 KROKIDAS AND BLUESTEIN ATTORNEYS 600 ATLANTIC AVENUE BOSTON MA 02210 LAW FIRM 126326 RSM US LLP 80 CITY SQUARE BOSTON MA 02129 AUDIT FIRM 122468 DELOITTE CONSULTING LLP PO BOX 844717 DALLAS TX 75284 STRATEGIC PLANNING CONSULTANTS 115000 HOUSEWORKS ONE GATEWAY CENTER STE 902 NEWTON MA 02458 HOME HEALTH CARE 111113 4 1015025 7024228 425897 8039253 GOVERNMENT CONTRACTS 624100 8622934 8622934 SERVICE FEE INCOME 624100 6377254 6377254 GRANT INCOME 624100 1382849 1382849 RENTAL INCOME 532000 120972 120972 16504009 175708 -61593 237301 308172 392713 -84541 -84541 -84541 1775000 1285119 489881 489881 489881 127425 1015025 307387 -179962 -179962 MISCELLANEOUS INCOME 900099 155 155 155 24944503 16504009 -146134 547375 14000 14000 596408 596408 14141782 10900297 2312504 928981 150078 103879 34317 11882 1722446 1381477 285112 55857 1213480 905512 245736 62232 261610 191003 70607 119563 10411 109152 49500 49500 137335 137335 1915570 1563193 188633 163744 133666 113836 14604 5226 416182 296212 80537 39433 492534 112989 338856 40689 805597 663848 124104 17645 256144 248463 2664 5017 47087 29028 6331 11728 7739 4655 2704 380 421389 309157 96075 16157 181091 121043 56159 3889 FAMILY ASSISTANCE 2071233 2070612 621 FOOD 173489 158752 12443 2294 PROGRAM EXPENSE 140018 139311 685 22 CLIENT TRANSPORTATION 83762 83762 619259 402904 216355 26170962 19824344 4981442 1365176 813619 256686 977613 1459892 2472130 2582509 527886 414533 329270 536426 8216454 5356094 2711871 2860360 3173777 3210397 14599035 13176070 4641500 4915181 30246701 29412054 2246227 2432029 47090 106930 114290 5593 0 325000 2407607 2869552 X 16165683 14514039 9147629 9474604 2525782 2553859 27839094 26542502 30246701 29412054 X -1226459 -137665 67532 X 0 1 X 1 1 1 X 7977691 10769957 9097252 8052189 8039253 43936342 7977691 10769957 9097252 8052189 8039253 43936342 2026804 41909538 56311 88638 191489 185964 237301 759703 91690 124064 123237 193520 127580 660091 45356136 82480267 0.92400 0.92480 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 49500 0 0 49500 0 PART II-B, LINE 1: DURING FY 2019, JF&CS CONTRACTED WITH TREMONT STRATEGIES (FORMERLY ADS VENTURES) TO ADVISE MANAGEMENT ON LEGISLATIVE ISSUES RELATED TO THE WORK THAT OUR AGENCY PERFORMS IN THE AREAS OF HOMECARE, DISABILITY AND MENTAL HEALTH SERVICES. ADS ALSO ARRANGED FOR JF&CS MANAGEMENT TO MEET WITH AND DISCUSS OUR WORK WITH ELECTED OFFICIALS ON THE STATE AND NATIONAL LEVEL. 0 1 X 5225293 49115 143464 167429 5250443 5094991 9086 319425 198209 5225293 4057747 1026270 371443 360469 5094991 2549178 1465040 178818 135289 4057747 2687186 9078 -88197 58899 2549178 0.00000 0.49000 0.51000 1 0 4548350 2477258 2071092 293131 153359 139772 2990491 2725477 265014 384482 384482 2860360 JEWISH COMMUNITY ENDOWMENT POOL, LLP 13176070 F 13176070 SECURITY DEPOSITS 20314 RESTRICTED CASH 4634 DUE FROM JEWISH FAMILY & CHILDREN'S FOUNDATION 3168208 BENEFICIAL INTEREST IN CHARITABLE REMAINER TRUST 1554157 PLAN ASSETS 124379 OTHER ASSETS 1622 LIFE INSURANCE POLICY 41867 4915181 LINE OF CREDIT 325000 325000 X 25437136 -137665 -69802 -207467 25644603 -700100 -700100 24944503 26962823 929195 929195 26033628 137334 137334 26170962 PART IV, LINE 2B: THE ORGANIZATION OPERATES A GUARDIANSHIP ACCOUNT AND HOLDS CLIENT FUNDS CENTRALLY UNTIL THEY CAN BE DISBURSED TO INDIVIDUAL CLIENT ACCOUNTS. THE ORGANIZATION ALSO OPERATES A REP-PAYEE ACCOUNT FOR SOME CLIENTS WITH DISABILITIES AND HOLDS THOSE CLIENT FUNDS CENTRALLY UNTIL THEY CAN BE DISBURSED TO INDIVIDUAL CLIENT ACCOUNTS. THE ORGANIZATION ALSO ADMINISTERS A POOLED TRUST. THE POOLED TRUST FUNDS ARE MAINTAINED BY CJP. JF&CS ISSUES CHECKS TO PAY CLIENT BILLS AND QUARTERLY RECEIVES A CHECK FROM CJP TO COVER ALL MONIES THAT WERE PAID OUT. PART V, LINE 4: THE ORGANIZATION HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS. ENDOWMENT ASSETS INCLUDE THOSE ASSETS OF DONOR-RESTRICTED FUNDS THAT THE ORGANIZATION MUST HOLD IN PERPETUITY OR FOR A DONOR-SPECIFIED PERIOD(S). THE ORGANIZATION'S PRIMARY GOAL IS TO REALIZE A TOTAL RETURN (INCOME PLUS CAPITAL CHANGE) THAT WILL PRESERVE AND ENHANCE (IN REAL AND NOMINAL TERMS) THE PRINCIPAL OF THE ORGANIZATION'S FUNDS AND AT THE SAME TIME PROVIDE A DEPENDABLE SOURCE OF INCOME FOR CURRENT OPERATIONS AND PROGRAMS OF THE ORGANIZATION. THE FINANCE COMMITTEE REVIEWS THE INVESTMENTS AND ASSET ALLOCATIONS AT LEAST ANNUALLY AND CONSIDERS THE IMPACT OF ASSET CLASS WEIGHTINGS ON THE RETURN AND VOLATILITY OF THE ORGANIZATION'S PORTFOLIO. PART X, LINE 2: THE ORGANIZATION IS QUALIFIED UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES. THE ORGANIZATION IS SUBJECT TO FEDERAL AND STATE INCOME TAXES ON UNRELATED BUSINESS INCOME. THE ORGANIZATION FOLLOWS THE FASB ASC 740, INCOME TAXES, WHICH CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES BY PRESCRIBING THE RECOGNITION THRESHOLD A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION RECOGNIZES A TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THE TAX POSITION WILL BE SUSTAINED IN AN EXAMINATION BY THE TAXING AUTHORITIES. MANAGEMENT EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THE ORGANIZATION HAS NO MATERIAL UNCERTAINTIES IN INCOME TAXES. THE ORGANIZATION WILL ACCOUNT FOR ANY INTEREST AND PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, AS PART OF TAX EXPENSE. THE ORGANIZATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL AUTHORITIES FOR FISCAL YEARS BEFORE 2016. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST IN CHARITABLE REMAINDER TRUST -2,230. INVESTMENT FEES NETTED WITH NET GAIN/LOSS FROM INVESTMENTS ON AUDITED FS -137,334. INVOLUNTARY CONVERSION OF PROPERTY AND EQUIPMENT 69,762. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B -307,387. DIRECT RENTAL EXPENSES REPORTED ON FORM 990, PART VIII, LINE 6B -392,713. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B 307,387. EXPENSES REPORTED ON JEWISH FAMILY AND CHILDREN'S FOUNDATION TAX RETURNS 229,095. DIRECT RENTAL EXPENSES REPORTED ON FORM 990, PART VIII, LINE 6B 392,713. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEES NETTED WITH NET GAIN/LOSS FROM INVESTMENTS ON AUDITED FS 137,334. 1 0 0 0 0 0 0 0 0 0 RUSSIA AND NEIGHBORING STATES PROGRAM SERVICES 14000 WIRE TRANSFER 1 0 1 0 0 0 0 0 PART I, LINE 2: JF&CS RECEIVES A GRANT FROM A SEPARATE NOT FOR PROFIT ORGANIZATION TO FORWARD TO DNEPROPETROVSK, UKRAINE. THE AWARDING ORGANIZATION REQUIRES REPORTING FROM THE RECIPIENT, MONITORS THE PROGRESS, AND KEEPS JF&CS INFORMED. JF&CS ALSO MONITORS PROGRESS WHILE PROVIDING TECHNICAL ASSISTANCE AND SUPPORT. PART II, LINE 1, COLUMN (D) : PURPOSE: ASSISTANCE TO SUPPORT ADOPTION AND REPLICATION OF A NEW PARENT HOME VISITING PROGRAM. BENEFIT DINNER 771989 664364 107625 0 0 114634 54829 0 44856 WOMEN'S BREAKFAST 272554 252754 19800 0 0 37704 27118 0 28246 1 97907 97907 0 0 0 0 0 0 1142450 1015025 127425 152338 81947 73102 307387 -179962 X X X 0 0 0 0 0 0 0 0 0 RIMMA ZELFAND CEO (UNTIL 02/04/2019) 221579 0 0 0 22057 0 4154 0 21701 0 269491 0 0 0 BRUCE HASKIN CHIEF FINANCIAL OFFICER 176513 0 0 0 2125 0 11196 0 23656 0 213490 0 0 0 WENDY WILSKER CHIEF ADVANCEMENT OFFICER 221461 0 0 0 500 0 4629 0 33471 0 260061 0 0 0 IRA SCHOR CHIEF OPERATIONS OFFICER 178399 0 0 0 1967 0 3587 0 4052 0 188005 0 0 0 SUSAN FIENBERG CHIEF PROGRAMS OFFICER 170911 0 0 0 977 0 2471 0 1565 0 175924 0 0 0 RUTH MAFFA SR. DVLPMT OFFICER (UNTIL 06/18/2019 164466 0 0 0 622 0 3259 0 3576 0 171923 0 0 0 WAYNE WELCH DIRECTOR OF INFORMATION TECHNOLOGY 141624 0 0 0 118 0 742 0 10834 0 153318 0 0 0 X 425897 FMV 0 0 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS OR CONTRIBUTORS FOR FOOD INVENTORY IS NOT DETERMINABLE DUE TO LARGE QUANTITY OF FOOD DONATED BY MULTIPLE DONORS TO THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS ARE PRESENTED WITH THE COMPLETED FORM 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EVERY BOARD MEMBER IS PROVIDED A RELATED PARTY FORM ANNUALLY TO COMPLETE AND SIGN. NO CONTRACT OR TRANSACTION BETWEEN THE CORPORATION AND ONE OR MORE OF ITS DIRECTORS, OR HIS OR HER FAMILY MEMBERS, OR BETWEEN THE CORPORATION AND ANY OTHER ORGANIZATION OF WHICH ONE OR MORE OF ITS DIRECTORS OR HIS OR HER FAMILY MEMBERS ARE MEMBERS, SHAREHOLDERS, DIRECTORS, TRUSTEES OR OFFICERS, OR IN WHICH ANY OF THEM HAS ANY DIRECT OR INDIRECT FINANCIAL OR OTHER INTEREST, SHALL BE VOID OR VOIDABLE, OR IN ANY WAY AFFECTED, SOLELY FOR THIS REASON, OR SOLELY BECAUSE THE DIRECTOR IS PRESENT OR PARTICIPATES IN THE MEETING OF THE DIRECTORS, OR OF A COMMITTEE THEREOF, WHICH AUTHORIZES, APPROVES OR RATIFIES THE CONTRACT OR TRANSACTION, IF: (A) THE MATERIAL FACTS OF HIS OR HER RELATIONSHIP OR INTEREST AS TO THE CONTRACT OR TRANSACTION ARE DISCLOSED OR ARE KNOWN TO THE DIRECTORS OR THE COMMITTEE WHICH AUTHORIZES, APPROVES OR RATIFIES THE CONTRACT OR TRANSACTION; (B) THE DIRECTORS OR THE COMMITTEE IN GOOD FAITH AUTHORIZES, APPROVES OR RATIFIES THE CONTRACT OR TRANSACTION BY THE AFFIRMATIVE VOTE OF SIXTY-SEVEN PERCENT (67%) OF THE DISINTERESTED DIRECTORS OR COMMITTEE MEMBERS PRESENT AT THE MEETING AT WHICH QUORUM IS PRESENT (WITHOUT COUNTING INTERESTED PERSONS TOWARD QUORUM); PROVIDED, HOWEVER, THAT WHERE THE POTENTIAL CONFLICT OF INTEREST AT ISSUE INVOLVES A CONTRACT OR TRANSACTION WITH ANOTHER NON-PROFIT ORGANIZATION IN WHICH ALL OF THE DIRECTORS OF THE CORPORATION ALSO SERVE AS DIRECTORS, THE CONTRACT OR TRANSACTION SHALL BE AUTHORIZED, APPROVED OR RATIFIED IN GOOD FAITH BY THE AFFIRMATIVE VOTE OF SIXTY-SEVEN PERCENT (67%) OF THE DIRECTORS OR COMMITTEE MEMBERS WITHOUT AN INTEREST IN THE CONTRACT OR TRANSACTION OTHER THAN THEIR INTEREST AS A DIRECTOR OF THE NON-PROFIT ORGANIZATION, WHO ARE PRESENT AT A MEETING AT WHICH QUORUM IS PRESENT (AND SUCH DIRECTORS SHALL BE COUNTED IN DETERMINING THE PRESENCE OF A QUORUM AT SUCH MEETING); AND (C) THE CONTRACT OR TRANSACTION IS IN THE BEST INTERESTS OF THE CORPORATION AS OF THE TIME IT IS AUTHORIZED, APPROVED OR RATIFIED BY THE DIRECTORS OR A COMMITTEE THEREOF. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE CONSISTS OF THE BOARD OFFICERS. THEY SET BASE COMPENSATION BY USING COMPARABILITY DATA THROUGH THE NETWORK OF JEWISH HUMAN SERVICE AGENCIES (NJHSA) WHICH COMPARES JF&CS TO OTHER JEWISH FAMILY AND CHILDREN SERVICE ORGANIZATIONS. THE EXECUTIVE STAFF IS EVALUATED ON MANAGEMENT PERFORMANCE REVIEW (MPR) AND ORGANIZATIONAL AND PERFORMANCE GOALS ARE SET BY THE CEO AND THEN SENT TO THE COMPENSATION COMMITTEE FOR INPUT AND/OR APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, THE FORM 990 AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). IN ADDITION THE FORM 990 WITHOUT SCHEDULE B IS AVAILABLE VIA GUIDESTAR AND THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST IN CHARITABLE REMAINDER TRUST -2,230. INVOLUNTARY CONVERSION OF PROPERTY AND EQUIPMENT 69,762. JEWISH FAMILY & CHILDREN'S FOUNDATION INC 1430 MAIN STREET WALTHAM MA 02451 233124450 HOLDS BUSINESS PROPERTY MA 501(C)(3) LINE 12C, III-FI JEWISH FAMILY & CHILDREN'S SERVICE INC 1 CHARITABLE REMAINDER TRUST (1) CHARITABLE TRUST MA JEWISH FAMILY & CHILDREN'S SERVICE T 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 CHARITABLE REMAINDER TRUST (1) S 55200 BOOK