2020-05-15T19:09:18-07:00 2019-06-30 990 2018-07-01 910565537 Jewish Family Service of Seattle JEWI 2068613178 1601 16th Avenue Seattle WA 981224000 Michelle Matheson Director of Finance 2067263601 2020-02-29 24.19.202.166 2018 2020-09-23 17:36:50Z JFS Michelle Matheson 1601 16th Avenue Seattle WA 98122 22515354 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. 29 29 158 1400 0 0 8263871 10339724 1278950 343894 1825503 812178 -27132 -53764 11341192 11442032 1324397 1884166 0 0 6337263 5738294 0 0 1303789 2171236 1909848 9832896 9532308 1508296 1909724 32342168 34213259 729762 790522 31612406 33422737 X 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 1 1285459 503465 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. 2051710 327083 10259 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. 1471665 416028 3166 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. 2554992 115825 323647 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. 2554992 115825 323647 7363826 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 1 118 0 1 158 1 0 0 0 0 0 1 1 0 0 0 1 0 0 0 X 29 29 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WA X Michelle Matheson 2064613240 1601 16th Avenue Seattle WA 981224000 Marty Nelson President 5 0.4 X X 0 0 0 Rochelle Goffe President-Elect 5 0.50 X X 0 0 0 Karyn Barer Vice President 5 0.50 X X 0 0 0 Richard Gumpert Treasurer 5 0.50 X X 0 0 0 Josh Herst Secretary 5 0.50 X X 0 0 0 Michele Rosen Immediate Past President 5 0.5 X X 0 0 0 Michael Adler Director 1 0 X 0 0 0 Michael Bernstein Director 1 0 X 0 0 0 Barrie Galanti Director 1 0 X 0 0 0 Karen Mayers Gamoran Director 1 0 X 0 0 0 Gail Giacobbe Director 1 0 X 0 0 0 Marc Gonchar Director 1 0 X 0 0 0 Carol Gown Director 1 0 X 0 0 0 Scott Jacobson Director 1 0 X 0 0 0 Wendy Kaplan Director 1 0 X 0 0 0 Margot Kravette Director 1 0 X 0 0 0 Eric LeVine Director 1 0 X 0 0 0 Avi Lipman Director 1 0 X 0 0 0 Ed Malakoff Director 1 0 X 0 0 0 Laurie Minsk Secretary 1 0 X 0 0 0 Joan Morse 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 Alice Shobe Director 1 0 X 0 0 0 Arthur Shwab Director 1 0 X 0 0 0 Carol Sidell 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 William Berkovitz Chief Executive Officer 37.5 0 X X 253844 0 12387 Kristin Winkel Chief Operating Officer 37.5 0 X X 151988 0 6129 Lisa Golden Chief Development Officer 37.5 0 X X 135485 0 7013 Michelle Matheson Director of Finance 37.5 0 X X 117429 0 15005 Galit Ezekiel Senior Director of Administration and Outreach 37.5 0 X 119384 0 5922 778130 0 46456 5 0 1 0 0 54110 0 1412462 200000 2717009 5956143 1047167 10339724 Counseling 621330 69788 69788 0 0 Client Service Fees 624120 252555 252555 0 0 Other Services 624190 17226 17226 0 0 Other 900002 4325 4325 0 0 0 0 0 0 343894 506965 506965 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 11176741 4000 10875528 0 301213 4000 305213 305213 0 0 41480 -156314 197794 -156314 0 -156314 0 0 0 0 0 0 0 0 0 0 0 0 LLC Rental Income 531110 102550 102550 0 0 0 0 0 0 102550 11442032 1258622 0 -156314 0 0 1884166 1884166 0 0 0 0 658745 323438 154130 181177 0 0 0 0 3906940 3048501 251568 606871 181998 127291 19702 35005 569905 457275 38732 73898 420706 333045 25385 62276 0 0 0 0 40198 29693 6071 4434 121298 90263 17720 13315 0 0 0 0 0 0 0 0 0 0 256295 133271 38602 84422 71150 23922 173 47055 237024 137585 39680 59759 0 0 0 0 0 0 0 0 388755 301595 51788 35372 49621 44466 3499 1656 0 0 0 0 38128 16132 12011 9985 0 0 0 0 0 0 0 0 388829 291276 55153 42400 112997 64595 39189 9213 Financial Fees 43681 2960 9804 30917 Business Taxes & Licenses 14431 11721 2394 316 Professional development & Dues 58033 33848 19012 5173 LLC Expense 78309 0 78309 0 11099 8783 1771 545 9532308 7363826 864693 1303789 2350906 2328072 0 0 1545252 1586416 644036 843794 0 0 0 0 0 0 0 0 78942 96907 15481275 3741716 11934079 11739559 15788953 17618511 0 0 0 0 0 0 0 0 32342168 34213259 729762 790522 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 729762 790522 X 17907560 18630321 6122004 6981266 7582842 7811150 31612406 33422737 32342168 34213259 1909724 39990 -125664 -13719 0 0 X 0 1 X 1 1 1 X 6577144 6951078 6336222 5812650 7464195 33141289 0 0 0 0 0 0 0 0 0 0 0 0 6577144 6951078 6336222 5812650 7464195 33141289 1723050 31418239 651653 649403 596023 556864 506965 2960908 0 0 0 0 0 0 0 0 0 0 0 0 36102197 0 0.87026 0.91343 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8647268 190407 459691 0 363524 5613 8928229 7924765 406469 746578 0 425000 5544 8647268 6791521 548091 995742 0 406000 4589 7924765 6960585 387380 -181200 0 371000 4244 6791521 6708242 625177 -26273 0 342000 4561 6960585 0 0.76 0.24 0 0 1312000 0 1312000 13425225 0 3148240 10276985 59489 0 48200 11289 684561 0 545276 139285 0 0 0 0 11739559 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 Agency follows the provisions of authoritative guidance relating to accounting for uncertain tax positions. The Agency recognizes the tax benefit from certain tax positions only if it is more likely than not that the tax positions will be sustained on examination by the tax authorities based on the technical merits of the position. The tax benefit is measured based on the largest benefit that has a greater than 50% likelihood of being realized upon ultimate settlement. The Agency recognizes interest and penalties related to income tax matters in income tax expense. As of June 30, 2018 the Agency had no uncertain tax positions requiring accrual. Community Caring Lunch 1615656 1574176 41480 0 0 85365 41480 44788 26161 0 0 1615656 1574176 41480 0 0 85365 41480 44788 26161 197794 -156314 1 Food Assistance 3730 0 555012 USD and value of donated food. Provide basic food supplies to low income recipients. Housing, medical assistance & other assistance 290 261889 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 Financial assistance to refugees and immigrants 1220 452141 0 USD Housing, utility, bus passes and cash assistance to refugees entering the U.S. Assistance for people experiencing domestic violence 172 104348 0 USD Assistance for people experiencing domestic violence Older Adult Assistance 342 503465 0 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. 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 229928 0 20000 0 3916 0 11677 0 1189 0 266710 0 0 0 Kristin Winkel Chief Operating Officer 148545 0 3000 0 442 0 5436 0 1173 0 158596 0 0 0 Schedule J, Part I, Line 7 The 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 57940 FMV X 70 578297 Traded Value X 229311 396707 rate per pound X ST Housing & Transportation 200 14223 FMV 0 0 1 0 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. $11,518 was received in cash for such donations in FY19. Form 990, Part III, Line 3 As of April 30, 2018 JFS discontinued it's Care solutions program to focus on other programs of the entity. It partnered with local agencies to transition direct home care services program clients to new agencies. JFS has continued to pay for home care services and to provide care management for Holocaust survivors. 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 the COO was determined by using market data provided by a 3rd party consultant. 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.