2019-05-15T16:01:15-07:00 2018-06-30 990 2017-07-01 910565537 Jewish Family Service of Seattle JEWI 2068613178 1601 16th Avenue Seattle WA 981224000 Michelle Matheson Director of Finance 2067263601 2019-05-09 69.84.245.74 2017 2019-02-21 02:37:17Z JFS Michelle Matheson 1601 16th Avenue Seattle WA 98122 31447355 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. 30 30 186 188 0 0 8822798 8263871 1811028 1278950 1598968 1825503 -53707 -27132 12179087 11341192 1457945 1324397 0 0 6304212 6337263 0 0 1280264 2293572 2171236 10055729 9832896 2123358 1508296 36731230 32342168 6131995 729762 30599235 31612406 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 2021525 167591 937456 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. 1999927 335113 7621 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 encourgaged 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. 1308034 327654 3410 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. 2347809 85349 322840 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 2347809 85349 322840 7677295 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 1 186 0 1 186 1 0 0 0 0 0 1 1 0 0 0 1 0 X 30 30 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WA X X Michelle Matheson 2064613240 1601 16th Avenue Seattle WA 981224000 Michele Rosen President 5 0.4 X X 0 0 0 Marty Nelson President-Elect 5 0 X X 0 0 0 Rochelle Goffe First Vice President 8 0 X X 0 0 0 Richard Gumpert Treasurer 8 0 X X 0 0 0 Laurie Minsk Secretary 5 0.4 X X 0 0 0 Gail Mautner Immediate Past President 5 0.4 X X 0 0 0 Karyn Barer Director 1 0 X 0 0 0 Michael Bernstein Director 1 0 X 0 0 0 JoAnn Forman Director 1 0 X 0 0 0 Dawn Gold 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 Margot Kravette 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 Joan Morse Director 1 0 X 0 0 0 Greg Schechter Director 1 0 X 0 0 0 Carol Sidell Director 1 0 X 0 0 0 Noah Tratt Director 1 0 X 0 0 0 Gail Giacobbe Director 1 0 X 0 0 0 Josh Herst Director 1 0 X 0 0 0 Wendy Kaplan Director 1 0 X 0 0 0 Alisa Weise Director 1 0 X 0 0 0 Katija Shaye Director 1 0 X 0 0 0 Ray Silverstein Director 1 0 X 0 0 0 Michael Adler Director 1 0 X 0 0 0 Karen Mayers Gamoran Director 1 0 X 0 0 0 Barrie Galanti Director 1 0 X 0 0 0 Eric LeVine Director 1 0 X 0 0 0 Donald Shifrin Director 1 0 X 0 0 0 William Berkovitz Chief Executive Officer 37.5 0 X 230401 0 9789 Kristin Winkel Chief Operating Officer 37.5 0 X 98860 0 457 Lisa Golden Chief Development Officer 37.5 0 X 117370 0 5534 Michelle Matheson Director of Finance 37.5 0 X 103693 0 12917 550324 0 28697 4 0 1 0 0 67473 0 1475551 210000 2280331 4230516 703807 8263871 Counseling 621330 79251 79251 0 0 Client Service Fees 624120 1175531 1175531 0 0 Other Services 624190 21768 21768 0 0 Other 900002 2400 2400 0 0 0 0 0 0 1278950 556864 556864 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 21190552 0 19921913 0 1268639 0 1268639 1268639 0 0 39108 -145142 184250 -145142 0 -145142 0 0 0 0 0 0 0 0 0 0 0 0 LLC Rental Income 531110 118010 118010 0 0 0 0 0 0 118010 11341192 3222463 0 -145142 0 0 1324397 1324397 0 0 0 0 550322 265047 126434 158841 0 0 0 0 4587813 3761063 216438 610312 175004 131758 12927 30319 596883 484949 39045 72889 427241 349379 20065 57797 0 0 0 0 21181 14468 3997 2716 126042 91644 20238 14160 0 0 0 0 0 0 0 0 0 0 311086 204842 16510 89734 76876 29769 1490 45617 230763 151552 42208 37003 0 0 0 0 0 0 0 0 390188 295194 55199 39795 62636 57361 3855 1420 0 0 0 0 53592 21867 15671 16054 78871 55656 12440 10775 0 0 0 0 414850 284058 88980 41812 120317 63733 47885 8699 Financial Fees 68534 8322 29801 30411 Business Taxes & Licenses 33953 32727 727 499 Professional development & Dues 71838 36003 28707 7128 LLC Expense 66595 0 66595 0 43914 13506 26125 4283 9832896 7677295 875337 1280264 1521613 2350906 0 0 2074535 1545252 941321 644036 0 0 0 0 0 0 0 0 351574 78942 15316536 3382457 12003887 11934079 19830336 15788953 0 0 0 0 0 0 7964 0 36731230 32342168 801995 729762 0 0 0 0 5330000 0 0 0 0 0 0 0 0 0 0 0 6131995 729762 X 16444303 17907560 6694224 6122004 7460708 7582842 30599235 31612406 36731230 32342168 1508296 -361265 -133860 0 0 0 X 0 1 X 1 1 1 X 6447047 6577144 6951078 6336222 5812650 32124141 0 0 0 0 0 0 0 0 0 0 0 0 6447047 6577144 6951078 6336222 5812650 32124141 32124141 590466 651653 649403 596023 556864 3044409 0 0 0 0 0 0 0 0 0 0 0 0 35168550 0.91343 0.91804 X 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 5779525 338615 904595 0 308810 5683 6708242 0 0.88 0.12 0 0 1312000 0 1312000 13294728 0 2775510 10519218 59489 0 44234 15255 641862 0 562713 79149 8457 0 0 8457 11934079 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 1514659 1475551 39108 0 0 80861 39108 42736 21545 0 0 1514659 1475551 39108 0 0 80861 39108 42736 21545 184250 -145142 1 Food Assistance 3579 0 408690 1.73 per pound Provide basic food supplies to low income recipients. Housing, medical assistance & other assistance 320 181331 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 400 335113 0 USD Housing, utility, bus passes and cash assistance to refugees entering the U.S. Assistance for people experiencing domestic violence 199 73830 0 USD Assistance for people experiencing domestic violence 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 0 0 William Berkovitz Chief Executive Officer 216862 0 10000 0 3538 0 9078 0 1189 0 240667 0 0 0 X 35 295117 Traded Value X 461010 408690 rate per pound 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. Form 990, Part III, Line 3 As of April 30, 2018 JFS has discontinued much of its Care solutions program to focus on other programs of the entity. It has 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.