2018-11-15T12:29:16-06:00 2017-12-31 311119890 Barnes Dennig & Co LTD 150 East Fourth Street Cincinnati OH 45202 990 2017-01-01 310744786 Jewish Family Service of the Cincinnati Area JEWI 5134691188 8487 Ridge Road Cincinnati OH 45236 Liz Vogel CEO 5134691188 2018-11-14 1 Paula Hume P00537516 5132418313 216.196.129.6 2018-11-14 13:38:38 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 1CA9B4A504D0314FA2A13CFD5AFE390DEF715523 2017 2019-02-21 02:37:17Z Liz Vogel 8487 Ridge Road Cincinnati OH 45236 5063702 0 X www.jfscinti.org X 1943 OH To strengthen lives and community by providing professional social services(con't on Sch. O) to individuals and families in times of need. 23 23 60 228 0 0 4863745 4429847 563072 347033 49741 41723 39535 12593 5516093 4831196 1931281 2125636 0 0 2164577 2160887 0 0 97985 953101 1019306 5048959 5305829 467134 -474633 7092316 6971992 378470 379411 6713846 6592581 X Jewish Family Service of Cincinnati strengthens lives and our community by providing professional social services to individuals and families in times of need. 0 1 3151665 2034144 111952 AGING AND CAREGIVER SERVICES offers a wide range of programs and services to improve the quality of life of individuals age 60 and over.-Care Management: Our goal is to provide older adults the opportunity to pursue a life of optimum independence and satisfaction, while living in their desired environment, which is usually their own home. Care management is a process that assesses; plans care; implements, coordinates, monitors, and evaluates the services required to meet the client's health and human service needs. -CareLinkTM: Provides Aging Life Care services to assist older adult to maintain their independence, health, safety and plan for their future. -Center for Holocaust Survivors: Holocaust survivors receive care management; restitution assistance; therapeutic socialization activities; audiology, vision, medical and dental services; and home care services. -Counseling: Clients receive therapy under a treatment plan to meet their goals. -Independent Living Assistance: Clients receive assistance with banking, bill paying, insurance claims, housing searches and assistance in obtaining benefits. 731517 85955 VITAL SERVICES offers safety net services for people facing challenges.-Emergency Intervention and Case Management: To prevent homelessness, hunger, and deprivation, Jewish Family Service distributes third party payments for rent, mortgage, utilities, medical care, transportation, and other necessities. JFS case managers work closely with clients to ensure they receive all public benefits and assistance for which they qualify.-Heldman Family Food Pantry: A five-day emergency supply of food supplements limited budgets. This includes meat, fresh vegetables, pantry staples, household cleaning, and personal care items. Our pantry promotes Client Choice, which allows the selection of items to fit individual needs. It is the only food pantry in the region that includes a full array of kosher foods and meat.-Shelter Diversion: Jewish Family Service helps clients prevent homelessness by offering them case management and emergency financial assistance toward obtaining and maintaining stable housing. Jewish Family Service is one of only a few emergency assistance providers selected for this federally funded homelessness prevention program.-Mental Health Case Management: Individuals with chronic mental illness are engaged in ongoing case management services with the goal of helping this highly vulnerable population maintain stability and security. -Peer-based Socialization Activities: Recognizing that socialization and spiritual needs are important to achieving wellness, Jewish Family Service offers this best-practice program to address the unique needs of people experiencing hunger, poverty and mental illness who desire to be served within a Jewish cultural setting. -Information and Referral: Jewish Family Service Case Managers refer clients to community resources and provide them with up-to-date information to meet their needs. 426029 5537 44986 EDUCATION & MENTORING (formerly Family Life Education) addresses issues and problems people confront at various stages of life, combining both direct services and learning opportunities that result in stronger individuals and families.-Bigs and Littles promotes the development of disadvantaged youth ages 7-18 by matching them with caring, adult role models who guide them in developing the social- emotional skills necessary to succeed in school and reach their full potential. JFS offers Bigs and Littles through a community based model and a group-based model, both of which create and support one-to-one matches that are positive, safe, lasting, and tailored to each child's needs. -Community Education Programs are offered through a three tiered engagement strategy:1) Large group events featuring national speakers raise awareness of key issues in the community, including mental health, domestic violence, parenting, and aging;2) Mid- sized group events featuring local speakers also address issues of interest and attract participants interested in increased engagement through more regular learning opportunities;3) Small discussion groups allow individuals to forge meaningful relationships with others in the community who are facing similar challenges, including parenting, interfaith relationships, mental health, and more. They also allow for continued conversations on topics presented through the large group events.-English for Speakers of Other Languages: JFS provides English, Civics and Citizenship classes for adult students who have immigrated to Cincinnati. 242581 191336 Other program services is comprised of Cincinnati Adoption Connection. During FY2017, JFS decided to stop making new adoption placements. JFS will continue to work with existing adoptive and birth families to ensure they have access to necessary information. 242581 191336 4551792 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 9 0 1 60 1 0 0 0 0 0 0 0 0 0 0 X 23 23 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OH X X Liz Vogel 5134691188 8487 Ridge Road Cincinnati OH 45236 Alyce Baier Ellison Board Member 1.00 X 0 0 0 Amy Diamond Board Member 1.00 X 0 0 0 Daniel Phillips Board Member 1.00 X 0 0 0 Jared Kamrass Board Member 1.00 X 0 0 0 Lev Orlov Board Member 1.00 X 0 0 0 Mark Miller Board Member 1.00 X 0 0 0 Melanie Blumental Board Member 1.00 X 0 0 0 Michael Sutter Board Member 1.00 X 0 0 0 Nancy Steinberg Warren Board Member 1.00 X 0 0 0 Pat Davis Hagens Board Member 1.00 X 0 0 0 Paul Spitz Board Member 1.00 X 0 0 0 Scott Slovin Board Member 1.00 X 0 0 0 Stuart Rabkin Board Member 1.00 X 0 0 0 Tom Smith Board Member 1.00 X 0 0 0 Dan Rapp Board Member 1.00 X 0 0 0 Chris Owens Board Member 1.00 X 0 0 0 David Schimberg Board Member 1.00 X 0 0 0 Susan Shorr PhD Secretary 1.00 X X 0 0 0 Marcus Saskin Treasurer 1.00 X X 0 0 0 Max Yamson Co-Vice President 1.00 X X 0 0 0 Daniel Kerbel Co-Vice President 1.00 X X 0 0 0 Larry Juran President 1.00 X X 0 0 0 Andrea Levenson Young Immediate Past President 1.00 X X 0 0 0 Beth Schwartz Executive Director - Left 9/17 37.50 X 166055 0 16295 166055 0 16295 1 0 1 0 0 976474 46500 3406873 4429847 Program Service Fees 624100 338897 338897 Adoption Birth Parent 624100 8136 8136 347033 80589 80589 188917 227783 -38866 -38866 -38866 5964 4723 1241 1241 Reimbursement Receipts 900099 11272 11272 Miscellaneous 900099 80 80 11352 4831196 348274 0 53075 2125636 2125636 182348 145226 37122 1565656 1270070 295586 76915 49672 27243 195744 126411 69333 140224 112535 27689 4065 2034 1191 840 18800 9407 5510 3883 423018 211656 123985 87377 67986 56058 8575 3353 42926 24765 16953 1208 124612 109972 14640 36052 35882 170 16601 15430 1171 131798 126740 5058 7929 760 7169 Program costs 116876 115790 1086 Dues and subscriptions 17131 12427 4466 238 Service charges 11152 961 10191 Bad debt expense 360 360 5305829 4551792 656052 97985 806787 281967 672720 882398 1830921 1522885 346115 758368 33214 42999 1307231 689096 745867 618135 2656692 2865240 7092316 6971992 378470 379411 378470 379411 X 1938839 2128974 4775007 4463607 6713846 6592581 7092316 6971992 -474633 353368 0 X X 0 1 X 1 0 X 2640266 2472950 3389590 4863745 4429847 17796398 2640266 2472950 3389590 4863745 4429847 17796398 7096858 10699540 44981 62096 55458 51651 80589 294775 58275 15434 16515 160 11352 101736 18192909 2359662 0.58810 0.75780 X 1125416 525013 600403 20354 13570 6784 161461 150513 10948 618135 X 5184564 353368 353368 4831196 0 4831196 5305829 0 5305829 0 5305829 Part X, Line 2: JFS is exempt from income taxes under Section 501 of the Internal Revenue Code and a similar provision of Ohio law. However, JFS is subject to federal income tax on any unrelated business taxable income. JFS's IRS Form 990 is subject to review and examination by federal and state authorities. JFS believes it has appropriate support for any tax positions taken, and therefore, does not have any uncertain income tax positions that are material to the financial statements. Part XII, Line 2d - Other Adjustments: Fundraising Expenses 1 Holocaust Survivors 192 2034144 Distributed reparation funds awarded after WWII predominantely to holocausts survivors primarily for Homecare and Medical assistance. Impoverished Individuals in the Community 391 85955 Funds distributed to impoverished in the Jewish Community primarily for Food, Rent, Transportation, Medical assistance, and Utilities. Bigs/Littles Clients 12 5537 Scholarships and Camperships Part I, Line 2: Each grant has specific requirements, based on the approved grant budgets management staff and an advisory committee approve distributions , plus, there is an independant audit performed to insure compliance with grant requirements. X X 1 0 0 0 0 0 0 0 0 Beth Schwartz Executive Director - Left 9/17 107518 0 0 0 58537 0 3730 0 12565 0 182350 0 0 0 Part I, Line 4a Beth Schwartz entered into a severance agreement in September 2017 in which she was paid six months base salary ($72,420) over the 6 month period September 2017 - March 2018. Under this agreement, she was also provided access to continued health insurance coverage during the severance period (9/2017 - 3/2018). Fran Gafvert Sister of Beth Schwartz 69210 Compensation: Director of Vital Services 0 Form 990, Part III, line 3 In October 2017, JFS announced that it would no longer be making adoption placements through the Cincinnati Adoption Connection. JFS will continue to provide post adoption services to adoptive families by acilitating communication and providing information. Form 990, Part VI, Section A, line 3 Jewish Federation of Cincinnati 's Shared Business Services manages daily finances, and the JFC Investment Committee manages investment pools for several entities, including Jewish Family Service. Form 990, Part VI, Section B, line 11b After review by the staff and executive/finance committee, the board will receive a PDF copy of the 990 and give 3 days to comment. After comments have been reviewed and/or incorporated, the 990 can be finalized. Form 990, Part VI, Section B, line 12c All board members sign a conflict of interest statement annually. Form 990, Part VI, Section B, line 15 The Association of Jewish Family and Children's Agencies has an annual compensation survey for member organizations that is used by the executive committee along with performance evaluation data to determine the executive director's compensation. The entire board then votes on the recommendation of the executive committee for the Executive Director's salary. This process is documented in the board minutes. Form 990, Part VI, Section C, line 19 The governing documents of the organization are available on the Ohio Secretary of State's website. The financial statements are available within the annual report which is available upon request and is available on the organization's website. The conflict of interest policy is available upon request. Form 990, Part XII, Line 2c: The Executive/Finance Committee assumes the oversight for the audit of its financial statements and selection of an independent auditor. This process has not changed from the prior year.