2019-08-15T08:32:54-05:00 2018-09-30 420714325 RSM US LLP 80 CITY SQUARE BOSTON MA 02129 990 2017-10-01 042104356 JEWISH FAMILY & CHILDREN'S SERVICE INC JEWI 7816475327 1430 MAIN STREET WALTHAM MA 02451 BRUCE HASKIN CFO 7816475327 2019-08-13 1 LYNNE JOHNSON P00757336 6179129000 66.98.98.129 2019-08-13 17:28:57 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 AECF77219117B6B1EC9B6AE33341583F740A001D 2017 2019-02-21 02:37:17Z RIMMA ZELFAND 1430 MAIN STREET WALTHAM MA 02451 28064257 0 X WWW.JFCSBOSTON.ORG X 1922 MA JEWISH FAMILY & CHILDREN'S SERVICE ("JF&CS") FOCUSES ON A SINGULAR POWERFUL MISSION - TO IMPROVE PEOPLE'S LIVES. JF&CS PROVIDES A BROAD RANGE OF PERSONALIZED SERVICES FOR ANYONE SEEKING CARE, GUIDANCE, AND A PURPOSEFUL, INDEPENDENT LIFE. 27 27 549 2280 -494350 -449448 9097252 8052189 16773220 16509068 753290 479937 -462593 -793680 26161169 24247514 10000 14000 0 0 20178267 19437224 0 0 1481847 7410565 7868193 27598832 27319417 -1437663 -3071903 32207730 30246701 1839174 2407607 30368556 27839094 X JEWISH FAMILY & CHILDREN'S SERVICE CARES FOR INDIVIDUALS AND FAMILIES BY PROVIDING EXCEPTIONAL HUMAN SERVICES AND HEALTH CARE PROGRAMS, GUIDED BY JEWISH TRADITIONS OF SOCIAL RESPONSIBILITY, COMPASSION, AND RESPECT FOR ALL MEMBERS OF THE COMMUNITY. 0 0 5070982 5914144 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 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, 2018, JF&CS MADE OVER 300,000 VISITS TO THE ELDERLY IN THE GREATER BOSTON AREA. 10401835 8527655 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, 2018, JF&CS PROVIDED SERVICES TO OVER 1,000 CLIENTS IN OVER TEN DISTINCT AREAS OF SERVICE TO INDIVIDUALS WITH DISABILITIES. 2497357 14000 1791465 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, 2018. 2909957 275804 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, HUNGER, 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. 2909957 275804 20880131 1 1 0 1 0 0 0 0 1 1 1 1 0 1 0 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 1 236 0 1 549 1 1 1 0 0 0 0 1 1 0 0 0 0 X 27 27 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X BRUCE L HASKIN CFO 7816475327 1430 MAIN STREET WALTHAM MA 02451 STEVEN BERNSTEIN DIRECTOR 2.00 1.00 X 0 0 0 ROBERT CASHMAN DIRECTOR (THRU 6/5/18) 2.00 1.00 X 0 0 0 JILL COHEN DIRECTOR 2.00 1.00 X 0 0 0 DANIELLE DARISH DIRECTOR 2.00 1.00 X 0 0 0 PENNY GOODMAN DIRECTOR 2.00 1.00 X 0 0 0 HARVEY GREENBERG DIRECTOR (THRU 6/5/18) 2.00 1.00 X 0 0 0 JAMIE GROSSMAN PRESIDENT 2.00 1.00 X X 0 0 0 FRED LEIF DIRECTOR 2.00 1.00 X 0 0 0 MICHAEL LEVINGER DIRECTOR 2.00 1.00 X 0 0 0 ALAN E LIPKIND DIRECTOR 2.00 1.00 X 0 0 0 JOSEPH MAZZELLA DIRECTOR 2.00 1.00 X 0 0 0 DALE S OKONOW DIRECTOR 2.00 1.00 X 0 0 0 LEW PEARLSON DIRECTOR & CLERK 2.00 1.00 X X 0 0 0 ANDREW PEARLSTEIN DIRECTOR 2.00 1.00 X 0 0 0 SYLVIA B PERLMAN PHD DIRECTOR 2.00 1.00 X 0 0 0 JAMES RABB MD DIRECTOR 2.00 1.00 X 0 0 0 JAY ROSENBAUM DIRECTOR 2.00 1.00 X 0 0 0 DAVID SCHECHTER PAST PRESIDENT & DIRECTOR 2.00 1.00 X X 0 0 0 JACK SWARTZ DIRECTOR 2.00 1.00 X 0 0 0 WAYNE USHMAN DIRECTOR & TREASURER 2.00 1.00 X X 0 0 0 STEVEN WEIL DIRECTOR & VICE PRESIDENT 2.00 1.00 X X 0 0 0 BILL WEINSTEIN DIRECTOR (THRU 6/15/18) 2.00 1.00 X 0 0 0 SUSAN WILK DIRECTOR 2.00 1.00 X 0 0 0 SUSAN ABRAHAM DIRECTOR 2.00 1.00 X 0 0 0 SUNITHA DAS DIRECTOR 2.00 1.00 X 0 0 0 GINNY MACDOWELL DIRECTOR 2.00 1.00 X 0 0 0 LESLIE PUCKER DIRECTOR 2.00 1.00 X 0 0 0 ALEXANDRA SIMES DIRECTOR 2.00 1.00 X 0 0 0 KIMBERLY CREEM DIRECTOR 2.00 1.00 X 0 0 0 SHARI CASHMAN DIRECTOR 2.00 1.00 X 0 0 0 RIMMA ZELFAND EXECUTIVE DIRECTOR 35.25 1.00 X 239056 0 26950 BRUCE HASKIN CFO 35.25 1.00 X 199389 0 19032 WENDY WILSKER SVP INSTITUTIONAL ADVANCEM 36.25 X 227241 0 26200 IRA SCHOR SVP OF OPERATIONS 36.25 X 177723 0 6561 RUTH MAFFA SR DEVELOPMENT OFFICER 36.25 X 156312 0 2588 DONNA MAGNASCO SVP OF HUMAN RESOURCES (THRU 5/31/18) 36.25 X 146041 0 16581 SUSAN FIENBERG SVP PROGRAMS 36.25 X 157403 0 3024 1303165 0 100936 14 0 1 0 TECH NETWORKS OF BOSTON INC PO BOX 270797 SOUTH BOSTON MA 02127 IT CONSULTING SERVICES 255069 UNICARE HUMAN SERVICES 681 MAIN STREET STE 3-34 WALTHAM MA 02451 HOME HEALTH CARE 147565 RSM US LLP 80 CITY SQUARE BOSTON MA 02129 ACCOUNTING 145170 BOSTON UNIVERSITY 25 BUICK STREET BOSTON MA 02215 EVALUATION CONSULTING 139731 EXCELLUS HOME CARE INC 12 DEER RUN PLYMOUTH MA 02360 HOME HEALTH CARE 128023 10 1161466 6890723 427770 8052189 GOVERNMENT CONTRACTS 624100 8048300 8048300 SERVICE FEE INCOME 624100 7244653 7244653 GRANT INCOME 624100 1084440 1084440 RENTAL AND FOOD STAMPS INCOME 532000 131675 131675 16509068 195564 9600 185964 460036 963986 -503950 -503950 -503950 2653880 2203422 166085 450458 -166085 284373 284373 190050 1161466 483250 -293200 -293200 MISCELLANEOUS INCOME 900099 3470 3470 3470 24247514 16509068 -494350 180607 14000 14000 473048 473048 15525533 12031824 2463163 1030546 144112 95101 36390 12621 1794138 1423549 283949 86640 1500393 1173748 254616 72029 249441 208800 40641 132501 10506 121995 24911 24911 123328 123328 1484622 1277568 161704 45350 140153 114735 16776 8642 409395 285486 84731 39178 652488 204879 410025 37584 1021460 877257 122786 21417 230725 223199 4962 2564 57423 38129 7806 11488 16226 9312 6047 867 455492 345087 89068 21337 186427 127930 55441 3056 FAMILY ASSISTANCE 1772320 1766886 5434 FOOD 251241 230411 12239 8591 PROGRAM EXPENSE 116205 114986 195 1024 CLIENT TRANSPORTATION 82780 82780 461055 223958 158184 78913 27319417 20880131 4957439 1481847 593230 813619 886061 977613 2340963 2472130 650108 527886 357902 329270 7656544 4944673 3753598 2711871 3523409 3173777 15928034 14599035 4174425 4641500 32207730 30246701 1782040 2246227 43245 47090 13889 114290 1839174 2407607 X 18178202 16165683 9673658 9147629 2516696 2525782 30368556 27839094 32207730 30246701 X -3071903 456003 86438 X 0 1 X 1 0 X 6835743 7977691 10769957 9097252 8052189 42732832 6835743 7977691 10769957 9097252 8052189 42732832 1899469 40833363 78825 56311 88638 191489 185964 601227 287834 91690 124064 123237 193520 820345 44154404 88919783 0.92480 0.92130 X 0 0 0 0 0 0 1 24911 0 0 24911 0 PART II-B, LINE 1: DURING FY 2018, 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 5094991 9086 319425 198209 5225293 4057747 1026270 371443 360469 5094991 2549178 1465040 178818 135289 4057747 2687186 9078 -88197 58899 2549178 2608836 6952 167750 96352 2687186 0.48340 0.51660 1 0 4450713 2273973 2176740 293131 95046 198085 2912700 2575654 337046 2711871 JEWISH COMMUNITY ENDOWMENT POOL, LLP 14599035 F 14599035 SECURITY DEPOSITS 21314 RESTRICTED CASH 4634 DUE FROM JEWISH FAMILY & CHILDREN'S FOUNDATION 2848286 BENEFICIAL INTEREST IN CHARITABLE REMAINER TRUST 1611587 PLAN ASSETS 100393 OTHER ASSETS 11334 LIFE INSURANCE POLICY 43952 4641500 X 26113863 456003 -36890 419113 25694750 -1447236 -1447236 24247514 28875505 1679416 1679416 27196089 123328 123328 27319417 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 RECEIVE 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 2015. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST IN CHARITABLE REMAINDER TRUST 86,438. INVESTMENT FEES NETTED WITH NET GAIN/LOSS FROM INVESTMENTS ON AUDITED FS -123,328. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B -483,250. DIRECT RENTAL EXPENSES REPORTED ON FORM 990, PART VIII, LINE 6B -963,986. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B 483,250. EXPENSES REPORTED ON JEWISH FAMILY AND CHILDREN'S FOUNDATION TAX RETURNS 232,180. DIRECT RENTAL EXPENSES REPORTED ON FORM 990, PART VIII, LINE 6B 963,986. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEES NETTED WITH NET GAIN/LOSS FROM INVESTMENTS ON AUDITED FS 123,328. 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 915654 786454 129200 65498 108223 45930 87739 WOMEN'S BREAKFAST 325399 308349 17050 33871 21275 21258 1 110463 66663 43800 44435 34845 1000 19176 1351516 1161466 190050 143804 164343 46930 128173 483250 -293200 X X X 0 0 0 0 0 0 0 0 0 RIMMA ZELFAND EXECUTIVE DIRECTOR 232335 0 0 0 6721 0 4157 0 22793 0 266006 0 0 0 BRUCE HASKIN CFO 197153 0 0 0 2236 0 3907 0 15125 0 218421 0 0 0 WENDY WILSKER SVP INSTITUTIONAL ADVANCEM 226923 0 0 0 318 0 4497 0 21703 0 253441 0 0 0 IRA SCHOR SVP OF OPERATIONS 175812 0 0 0 1911 0 3475 0 3086 0 184284 0 0 0 RUTH MAFFA SR DEVELOPMENT OFFICER 156000 0 0 0 312 0 0 0 2588 0 158900 0 0 0 DONNA MAGNASCO SVP OF HUMAN RESOURCES (THRU 5/31/18 144604 0 0 0 1437 0 2475 0 14106 0 162622 0 0 0 SUSAN FIENBERG SVP PROGRAMS 156562 0 0 0 841 0 1390 0 1634 0 160427 0 0 0 X 427770 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 DRAFT FORM 990 IS APPROVED BY THE TREASURER ON BEHALF OF THE BOARD. ONCE JF&CS'S FORM 990 IS FINALIZED, JF&CS MAKES THE FORM AVAILABLE TO THE FULL BOARD OF DIRECTORS FOR REVIEW PRIOR TO ITS FILING. IN ORDER TO ASSURE THE CONFIDENTIALITY OF SENSITIVE DONOR INFORMATION INCLUDED IN THE REPORT, THE FORM 990 IS MADE AVAILABLE ON THE AGENCY'S WEBSITE, IN A SECURED LOCATION THAT ONLY THE BOARD MEMBERS HAVE ACCESS TO. THE BOARD MEMBERS ARE EACH E-MAILED A LINK TO THIS SITE. THE PURPOSE OF THE REVIEW IS TO ASSURE THAT ALL JF&CS BOARD MEMBERS HAVE THE OPPORTUNITY TO KNOW: 1. WHAT IS BEING FILED ON THE DUE DATE; 2. HOW THE AGENCY DESCRIBES ITSELF, ITS MISSION AND MAJOR PROGRAM ACCOMPLISHMENTS; 3. AND HOW IT ANSWERS KEY QUESTIONS RELATED TO COMPLIANCE WITH THE REQUIREMENTS OF THE IRS. THE PURPOSE OF THE BOARD REVIEW IS NOT FOR INDIVIDUAL MEMBERS TO GRANT APPROVAL, BUT TO BE AWARE OF WHAT IS BEING FILED. BELOW IS THE LOGISTICS OF THE REVIEW: 1. ON OR ABOUT AUGUST 1ST, BOARD MEMBERS WILL BE NOTIFIED THAT A READ ONLY COPY OF THE FORM 990 IS AVAILABLE FOR REVIEW ON THE SECURED WEBSITE. BOARD MEMBERS WILL BE PROVIDED WITH INSTRUCTIONS ON HOW TO ACCESS THE WEBSITE. THE WEBSITE WILL TRACK WHICH BOARD MEMBERS ACCESS THE WEBSITE TO REVIEW THE FORM 990. THE FORM 990 WILL REMAIN ON THIS WEBSITE UNTIL IT IS REPLACED WITH THE NEXT YEAR'S RETURN. FINANCE OR OTHER STAFF ARE AVAILABLE TO ANSWER ANY QUESTIONS THAT THE BOARD MAY HAVE ABOUT THE FORM 990. 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 PRESIDENT, TREASURER AND TWO PAST PRESIDENTS. THEY SET BASE COMPENSATION BY USING COMPARABILITY DATA THROUGH THE ASSOCIATION OF JEWISH FAMILY AND CHILDREN SERVICES 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 86,438. FORM 990, PART I, LINE 6: VOLUNTEERS ARE RECORDED IN THE VOLGISTICS DATABASE AND WE UTILIZED 2,280 VOLUNTEERS IN FY18. VOLUNTEERS HELP AT JF&CS IN MANY WAYS. MEN AND WOMEN OF ALL AGES AND BACKGROUNDS GENEROUSLY GIVE THEIR TIME, ENERGY, AND EXPERIENCE TO HELP ISOLATED SENIORS, NEW PARENTS, RECENTLY ARRIVED IMMIGRANTS, PEOPLE WITH DISABILITIES, AND OTHERS IN NEED. VOLUNTEERS ALSO PROVIDE PROFESSIONAL ASSISTANCE WITH VARIOUS ADMINISTRATIVE PROJECTS AT THE AGENCY'S OFFICE IN WALTHAM. MANY VOLUNTEER OPORTUNITIES EXIST, AND NEW OPPORTUNITIES ARISE REGULARLY TO MEET THE NEEDS OF OUR CLIENTS AND PROGRAMS. 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 INC 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