2025-11-12T12:54:17-06:00 2024-12-31 760722072 FOUMBERG JUNEJA ROCHER & CO PC 16311 VENTURA BLVD SUITE 1180 ENCINO CA 91436 990 2024-01-01 952273033 JEWISH FAMILY AND CHILDREN'S SERVICE OF LONG BEACH AND ORANGE COUNTY JEWI 5624277916 3801 E WILLOW LONG BEACH CA 90815 WILLIAM OLDFIELD III CHIEF EXECUTIVE OFFICER 5624277916 2025-11-05 1 MARK A LUCHT CPA P00112942 8189816100 2025-11-05 2024 2025-03-06 01:10:19Z WILLIAM OLDFIELD III 3801 E WILLOW LONG BEACH CA 90815 2765892 0 X JFCSLONGBEACH.ORG X 1958 CA PROVIDE COUNSELING AND SUPPORT SERVICES 17 17 36 120 0 0 1368326 2203148 110329 93990 331160 272407 -17825 -7108 1791990 2562437 213242 554305 0 0 1221557 1612352 0 0 233273 339573 542692 1774372 2709349 17618 -146912 9994656 10674679 421085 340606 9573571 10334073 JEWISH FAMILY AND CHILDREN'S SERVICE OF LONG BEACH AND ORANGE COUNTY (JFCS) IS AN INDEPENDENT, NON-SECTARIAN ORGANIZATION WHOSE MISSION IS TO EMPOWER PEOPLE TO MAKE POSITIVE CHANGES THROUGH PROFESSIONAL, AFFORDABLE COUNSELING AND SUPPORT SERVICES. 0 0 1091897 93990 MENTAL HEALTH CARE AND SOCIAL SUPPORT SERVICES: IN 2024, THE ORGANIZATION PROVIDED 8,414 HOURS OF COUNSELING TO 680 CHILDREN, ADULTS, FAMILIES AND SENIORS SUFFERING WITH ISSUES SUCH AS DEPRESSION, SUICIDE, GRIEF, ANGER, AND ANXIETY. MORE THAN 85% EARN BELOW 200% OF THE FEDERAL POVERTY LEVEL. THE ORGANIZATION ALSO HELPED 43 SURVIVORS OF DOMESTIC VIOLENCE AND PROVIDED 3191 HOURS OF IN-HOME CARE AND COORDINATION FOR 28 HOLOCAUST SURVIVORS. JFCS ASLO PROVIDING BASIC NEEDS ASSISTANCE SUCH AS FOOD, RENT, UTILITIES, AND TRANSPORATION TO 195 INDIVIDUALS AND FAMILIES. 1029684 532944 REFUGEE RESETTLEMENT AND ASSISTANCE: IN 2024, JFCS RESETTLED OR ASSISTED 254 REFUGEES WHO ESCAPED WAR VIOLENCE OR PERSECUTION BASED ON RELIGION, ETHNICITY OR SEXUAL ORIENTATION. STAFF PROVIDED NATIVE LANGUAGE COACHING AND ASSISTANCE WITH BASIC NEEDS SUCH AS FOOD, HOUSING, AND EMPLOYMENT WHILE PLANNING A PATH TO SELF-SUFFICIENCY AND COMMUNITY INTEGRATION. 21361 21361 EDUCATIONAL SCHOLARSHIPS: JFCS AWARDED 8 SCHOLARSHIPS TO LOCAL LOW-INCOME STUDENTS ATTENDING LOCAL COLLEGES OR UNIVERSITIES. 2142942 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 36 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X X X ERIKA MEJIA 5624277916 3801 E WILLOW LONG BEACH CA 90815 RAYMOND CERVANTEZ PRESIDENT (FROM 01/2024) 2.00 0.00 X X 0 0 0 JONATHAN KASS 1ST VP/TREASURER (FROM 01/2024) 2.00 0.00 X X 0 0 0 NICOLE MALINA CO 2ND VP (FROM 01/2024) 2.00 0.00 X X 0 0 0 JESSICA GARCIA CO 2ND VP (FROM 01/2024) 2.00 0.00 X X 0 0 0 ANDI WAKS SECRETARY (FROM 01/2024) 2.00 0.00 X X 0 0 0 KARIN POLACHECK BOARD MEMBER 2.00 0.00 X 0 0 0 HELENE ANSEL BOARD MEMBER 2.00 0.00 X 0 0 0 JOANNE RATNER BOARD MEMBER 2.00 0.00 X 0 0 0 VIC SCHNEIDMAN BOARD MEMBER 2.00 0.00 X 0 0 0 NANCY SCHNEIDER BOARD MEMBER 2.00 0.00 X 0 0 0 MARK GUILLEN BOARD MEMBER 2.00 0.00 X 0 0 0 ANDRES MOLINA BOARD MEMBER 2.00 0.00 X 0 0 0 MIKE GREENSPAN BOARD MEMBER (TO 12/24) 2.00 0.00 X 0 0 0 FAY ABED BOARD MEMBER (TO 6/24) 2.00 0.00 X 0 0 0 KATHRYN FLIPPEN BOARD MEMBER 2.00 0.00 X 0 0 0 CARL COHN BOARD MEMBER 2.00 0.00 X 0 0 0 JOANNE LEVY BOARD MEMBER (FROM 01/2024) 2.00 0.00 X 0 0 0 CATHY WARNER BOARD MEMBER (FROM 01/2024) 2.00 0.00 X 0 0 0 MADELINE HARFORD BOARD MEMBER (FROM 01/2024) 2.00 0.00 X 0 0 0 WILLIAM OLDFIELD III CHIEF EXECUTIVE DIRECTOR 40.00 0.00 X 144135 0 16407 144135 0 16407 1 0 1 0 0 44095 1491664 667389 2203148 COUNSELING FEES FROM I 624100 93990 93990 93990 255881 255881 212873 196347 16526 16526 16526 0 44095 7108 -7108 -7108 2562437 93990 0 265299 554305 554305 165138 20317 144821 1267698 1026443 59761 181494 26467 21975 903 3589 47532 40236 7296 105517 78216 14737 12564 40735 40735 31835 31835 52317 42637 8859 821 6948 5751 523 674 54512 44235 6363 3914 113517 94484 10203 8830 136768 124459 6839 5470 21381 21381 25016 20707 1882 2427 45854 36999 4162 4693 PAYROLL PROCESSING FEES 7322 5427 1023 872 BANK AND MERCHANT FEES 6487 5370 488 629 2709349 2142942 333134 233273 318072 148728 959865 829021 172452 434345 4419 163460 81538 50925 81922 8234268 8623565 48901 254655 508197 9994656 10674679 158916 194691 262169 96276 0 49639 421085 340606 X 8906138 9386209 667433 947864 9573571 10334073 9994656 10674679 X -146912 646729 260685 X X 0 1 X 1 1 1 X 1002072 1377211 830260 1368326 2203148 6781017 1002072 1377211 830260 1368326 2203148 6781017 130183 6650834 158847 212340 150911 222201 255881 1000180 90003 38641 80994 209638 7990835 848764 0.83230 0.74870 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 0 0 0 1 0 0 0 0 PART II-B, LINE 1: LEGISLATIVE VISITS, CALLS, EMAILS TO SUPPORT LEGISLATIVE BILLS AND BUDGETS. 8234267 8234267 7528857 1126732 -421332 8234257 52977 7469152 7522129 52977 52977 52977 52977 0.99000 0.01000 0 0 163460 81538 81922 81922 RIGHT OF USE - LEASE LIABILITY 49639 49639 X 3487627 646729 310296 957025 2530602 31835 31835 2562437 2987810 310296 310296 2677514 31835 31835 2709349 PART V, LINE 4: THE ORGANIZATION HAS BOTH A DONOR-RESTRICTED ENDOWMENT AND A BOARD-DESIGNATED ENDOWMENT. AS OF DECEMBER 31, 2023, THE BALANCES OF THESE ENDOWMENTS PER THE 2023 AUDITED FINANCIAL STATEMENTS WERE $90,253 AND $8,144,014, RESPECTIVELY. THE ACCOUNTING NECESSARY TO DETERMINE THESE BALANCES FOR PURPOSES OF THE FORM 990 WAS NOT COMPLETED PRIOR TO FILING, AND THE DECEMBER 31, 2023 ENDOWMENT BALANCES WERE ADJUSTED TO CONFORM TO THE AUDITED FINANCIAL STATEMENTS. PART X, LINE 2: THE ORGANIZATION IS A NONPROFIT PRIVATE CORPORATION ORGANIZED UNDER THE LAWS OF CALIFORNIA AND, AS SUCH, IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER INTERNAL REVENUE CODE (IRC) SECTION 501(C)(3) AND CORRESPONDING STATE PROVISIONS. THE ORGANIZATION RECOGNIZES THE FINANCIAL STATEMENT BENEFIT OF TAX POSITIONS, SUCH AS FILING STATUS OF TAX-EXEMPT, ONLY AFTER DETERMINING THAT THE RELEVANT TAX AUTHORITY WOULD MORE LIKELY THAN NOT SUSTAIN THE POSITION FOLLOWING AN AUDIT. THE ORGANIZATION IS SUBJECT TO POTENTIAL INCOME TAX AUDITS ON OPEN TAX YEARS BY ANY TAXING JURISDICTION IN WHICH IT OPERATES. THE STATUTE OF LIMITATIONS FOR FEDERAL AND CALIFORNIA STATE PURPOSES IS GENERALLY THREE AND FOUR YEARS, RESPECTIVELY. RACE WITH A VIEW 44095 44095 38 500 6570 44095 44095 38 500 6570 7108 -7108 1 CLIENT ASSISTANCE 877 532944 SCHOLARSHIPS 10 21361 PART I, LINE 2: FOR THE CLIENT ASSISTANCE GRANTS, ONCE THE ORGANIZATION DETERMINES THE NEED AND ELIGIBILITY OF THE INDIVIDUAL FOR THE ASSISTANCE, THE GRANT IS MADE AND NO FURTHER MONITORING IS PERFORMED. FOR THE EDUCATION ASSISTANCE GRANTS, THE ORGANIZATION ENSURES THAT THE INDIVIDUAL RECEIVING THE SCHOLARSHIP ATTENDS THE INSTITUTION FOR WHICH THE SCHOLARSHIP IS INTENDED. 0 0 0 0 0 0 0 0 0 WILLIAM OLDFIELD III CHIEF EXECUTIVE DIRECTOR 144135 0 0 0 0 0 3675 0 12732 0 160542 0 0 0 FORM 990, PART III, LINES 2: THE ORGANIZATION DID NOT UNDERTAKE ANY NEW SIGNIFICANT PROGRAMS NOT DISCLOSED ON THE PRIOR YEAR FORM 990; HOWEVER, FOR THE 2024 PRESENTATION, THE ORGANIZATION REPORTED THREE SEPARATE PROGRAMS UNDER LINES 4A THROUGH 4C, AS OPPOSED TO THE PRIOR YEAR, WHERE ALL ACTIVITIES WERE DISCLOSED UNDER LINE 4A. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT COPY OF THE TAX RETURN IS REVIEWED BY THE CHIEF EXECUTIVE OFFICER, TREASURER, AND FINANCE COMMITTEE MEMBERS. AFTER THIS REVIEW A COPY IS PROVIDED TO EACH BOARD MEMBER. THE BOARD MEMBERS ARE ASKED TO PROVIDE FEEDBACK REGARDING THE RETURN TO MANAGEMENT. AFTER THIS PROCESS IS COMPLETE THE TAX RETURN IS FILED FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY WITH BOARD MEMBERS AND OFFICERS DURING A REGULARLY SCHEDULED BOARD MEETING, SO THAT ALL BOARD MEMBERS AND OFFICERS CAN ADHERE TO THE POLICY AT ALL TIMES. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION OF THE CHIEF EXECUTIVE OFFICER IS REVIEWED ANNUALLY BY A COMMITTEE APPOINTED BY THE BOARD. CONTEMPORANEOUS DOCUMENTATION IS MAINTAINED. COMPARABILITY DATA IS CONSIDERED PERIODICALLY AND ON AN AS NEEDED BASIS. FORM 990, PART VI, SECTION B, LINE 15B: THIS ITEM IS CHECKED NO SINCE THERE ARE NO INDIVIDUALS MEETING THE DEFINITION OTHER OFFICERS OR KEY EMPLOYEES AT THE ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 19 THE DOCUMENTS LISTED MAY BE REVIEWED AT THE ORGANIZATION'S OFFICE UPON REQUEST. FORM 990, PART XI, LINE 9: OTHER AUDIT ADJUSTMENTS 260,685. FORM 990, PART XII, LINE 2C: THE PROCESS REMAINS THE SAME AS PRIOR YEAR. FORM 990, PART XI, LINE 9: DURING THE AUDIT FOR THE YEAR ENDED DECEMBER 31, 2023, CERTAIN ACCOUNTING BALANCES WERE IDENTIFIED THAT REQUIRED CORRECTION. THE TOTAL EFFECT OF THESE ADJUSTMENTS WAS A NET CHANGE OF $260,685 TO PREVIOUSLY REPORTED NET ASSETS.