2018-05-14T15:41:55-05:00 2017-06-30 910189318 Moss Adams LLP 805 SW Broadway Ste 1200 Portland OR 97205 990 2016-07-01 930386851 Jewish Family and Child Service JEWI 5032267079 1221 SW Yamhill Street 301 Portland OR 97205 Martin Baicker CEO 5032267079 2018-05-14 1 Wendy Campos P00448102 5032421447 2018-05-02 12.129.7.100 2018-05-14 13:13:09 PD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 7CBF8E33E52472A711D6DD28A37DEC776AB474D3 2016 2021-01-29 14:40:06Z Kathleen Sullivan 1221 SW Yamhill Street 301 Portland OR 97205 1635039 0 X JFCS-PORTLAND.ORG X 1947 OR GUIDED BY THE WISDOM AND VALUES OF OUR TRADITION, JEWISH FAMILY & CHILD SERVICE PROVIDES SOCIAL SERVICES THAT IMPROVE THE LIVES OF ADULTS, FAMILIES AND CHILDREN IN THE JEWISH AND GENERAL COMMUNITIES. 9 8 49 200 0 0 1173478 1143373 318866 257892 30626 172917 26536 39080 1549506 1613262 19318 57634 0 0 1239884 1119214 0 0 159072 339318 425139 1598520 1601987 -49014 11275 2492132 2609285 101519 169068 2390613 2440217 X GUIDED BY THE WISDOM AND VALUES OF OUR TRADITION, JEWISH FAMILY & CHILD SERVICE PROVIDES SOCIAL SERVICES THAT IMPROVE THE LIVES OF ADULTS, FAMILIES AND CHILDREN IN THE JEWISH AND GENERAL COMMUNITIES. 0 0 669245 57634 0 LIFELINE SERVICES:LIFELINE SERVICES PROVIDE IN-HOME, WRAPAROUND SUPPORT FOR SENIORS AND PEOPLE WITH DISABILITIES TO AGE SAFELY AND INDEPENDENTLY IN THEIR HOMES AND FOR INDIVIDUALS AND FAMILIES EXPERIENCING FINANCIAL HARDSHIP TO AVOID A CRISIS AND MAKE PROGRESS TOWARD SELF-SUFFICIENCY. CASE MANAGERS AND SOCIAL WORKERS CONDUCT A COMPREHENSIVE ASSESSMENT AND HELP INDIVIDUALS AND FAMILIES CREATE A PLAN OF ACTION TO ADDRESS THEIR NEEDS. OUR COMPASSIONATE AND EXPERIENCED STAFF PROVIDES PROMPT AND COURTEOUS CARE, PARTNERING WITH DIVERSE NETWORK OF FAITH-BASED AND SOCIAL SERVICE AGENCIES TO MEET AS MANY COMMUNITY NEEDS AS POSSIBLE. THERE ARE AN ARRAY OF LIFELINE SERVICES THAT BENEFIT HUNDREDS OF ADULTS, SENIORS AND FAMILIES EVERY YEAR, INCLUDING:1) IN-HOME SERVICES SUCH AS HOUSEKEEPING, COMPANIONSHIP, MEAL PREPARATION AND TRANSPORTATION FOR MEDICAL APPOINTMENTS OR SHOPPING.2)EMERGENCY AID FOR RENT, UTILITIES, FOOD, CLOTHING, SCHOOL SUPPLIES, MEDICATIONS AND MORE.3) CASE MANAGEMENT AND CARE COORDINATION, INCLUDING BILINGUAL (RUSSIAN/ENGLISH) AND GERIATRIC CARE MANAGEMENT, TO ADDRESS IMMEDIATE AND LONG-TERM NEEDS.4)SPECIALIZED SERVICES FOR HOLOCAUST SURVIVORS, INCLUDING REPARATIONS COMPENSATION AND MONTHLY SOCIAL ACTIVITIES. 152162 91590 PARTNERS FOR INDEPENDENCE (PARTNERS):"PARTNERS" VALUES CHOICE FOR ADULTS AND YOUTH WITH DISABILITIES WISHING TO LIVE MORE INDEPENDENTLY AND BE MORE ENGAGED MEMBERS OF THEIR COMMUNITIES. WE PROVIDE INDIVIDUALS WITH RESOURCES AND OPTIONS TO MAKE INFORMED CHOICES ABOUT LIVING, LEARNING AND WORKING. AS PART OF OUR CLIENTS' SUPPORT TEAM, OUR QUALIFIED SKILLS TRAINERS AND BEHAVIOR CONSULTANTS PROVIDE STATE-CERTIFIED SERVICES, COLLABORATING WITH THEIR FAMILY, SCHOOL, EMPLOYER, SOCIAL NETWORK, VOLUNTEER SITE AND OTHER DISABILITY SUPPORT PROVIDERS TO PROMOTE SELF-DETERMINATION AND HELP THEM REACH THEIR GOALS. PARTNERS CONTRACTS WITH ESTABLISHED LOCAL SUPPORT SERVICE BROKERAGES AND DEVELOPMENTAL DISABILITIES SERVICES OF MULTNOMAH AND CLACKAMAS COUNTIES. 233504 170144 COUNSELING:JFCS'S COUNSELING PROGRAM OFFERS EFFECTIVE, HIGH QUALITY SERVICES TO INDIVIDUALS, COUPLES, AND FAMILIES. WE VALUE EACH INDIVIDUAL'S UNIQUE IDENTITY, LIFE EXPERIENCE AND SOCIAL CONTEXT. JFCS'S PRIORITY IS TO PROVIDE CONFIDENTIAL SUPPORT BASED ON TRUST, EMPATHY, AND UNDERSTANDING TO ENSURE CLIENTS FEEL SAFE, EMPOWERED, AND ABLE TO MAKE PROGRESS TOWARD THEIR GOALS. OUR COUNSELING TEAM INCLUDES LICENSED CLINICAL SOCIAL WORKERS, CLINICAL SOCIAL WORK ASSOCIATES, AND MASTERS LEVEL PROVIDERS. MASTER'S SOCIAL WORK INTERNS ARE ABLE TO OFFER POPULATION SPECIFIC AND LOW-COST SERVICES. JFCS ACCEPTS MEDICARE, OREGON CO-OP, MHN, PBH, OPTUM, AND UNITED BEHAVIORAL HEALTH AND IS ABLE TO BILL OTHER COMMERCIAL INSURANCE. WE ALSO ASSESS FOR SLIDING SCALE AND DISCOUNT RATES FOR THOSE WHO DON'T HAVE INSURANCE OPTIONS. 15039 200 TASK (TREASURING, ACCEPTING & SUPPORTING KEHILLAH):TASK OFFERS CULTURALLY COMPETENT EXPERTISE AND GUIDANCE TO INDIVIDUALS AND THEIR FAMILY MEMBERS ON DISABILITIES ISSUES SPANNING THE LIFE CYCLE. OUR DISABILITIES INCLUSION SPECIALIST, MS. SPEC. ED., PROVIDES WELCOMING AND HELPFUL ONE-TO-ONE AND GROUP CONSULTATION IN PEOPLE'S HOMES AND IN THE COMMUNITY. SUPPORT GROUPS FOR PARENTS MEET A CRITICAL AND OFTEN OVERLOOKED NEED BY PROVIDING PARENTS WITH AN OPPORTUNITY FOR CONNECTING AND NETWORKING WITH ONE ANOTHER. WORKSHOPS AND TRAININGS AT LOCAL SCHOOLS AND SYNAGOGUES INFORM OUR TEACHERS AND RELIGIOUS LEADERS ABOUT WAYS TO PROMOTE ACCEPTANCE AND INCLUSION OF JEWISH CHILDREN AND ADULTS WITH DISABILITIES. THEY ALSO PROVIDE A FORUM FOR STUDENTS, FAMILIES AND CONGREGANTS TO LEARN AND SHARE. TIKVAH (OUR HOPE) IS A POPULAR SOCIAL-RECREATIONAL GROUP WHERE TASK ADULTS WITH ALL TYPES OF SPECIAL NEEDS MEET MONTHLY TO ENJOY ACTIVITIES AND SOCIALIZE. 15039 200 1069950 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 0 0 0 0 0 1 0 0 0 1 16 0 1 49 1 0 0 0 0 0 0 0 0 0 0 X 9 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 1 0 0 0 OR X The Organization 5032267079 1221 SW Yamhill Street 301 Portland OR 97205 Les Soltesz Chair 1.00 X X 0 0 0 Sandra Simon President & CSP CEO until 4/17 1.00 39.00 X X 0 266117 17090 David Fuks Interim President & CSP CEO 1.00 24.00 X X 0 0 0 Liz Lippoff Interim Board President 1.00 X X 0 0 0 Lee Cordova Vice President 1.00 X X 0 0 0 Racheal Duke Secretary 1.00 X X 0 0 0 Megan Leftwich Treasurer 1.00 X X 0 0 0 Kathy Chusid Director 1.00 X 0 0 0 Carol Cogan-Koranda Director 1.00 X 0 0 0 Larry Holzman Director 1.00 X 0 0 0 Paul Koenigsberg Director 1.00 X 0 0 0 Carolyn Hoops Executive Director 37.50 X 105947 0 11862 Kathleen Sullivan Interim Executive Director 37.50 X 0 0 0 Bobbie Jenkins CSP CFO 1.00 39.00 X 0 190897 18526 105947 457014 47478 1 0 1 0 0 55426 1087947 1143373 client fees 624100 257892 257892 257892 163081 163081 9836 0 9836 9836 9836 56815 55426 21777 35038 35038 Other Income 624100 4042 4042 4042 1613262 261934 0 207955 57634 57634 137234 41170 68617 27447 686569 545028 92947 48594 12942 9597 2306 1039 196305 144274 42430 9601 86164 68388 17722 54 76421 76421 2861 2861 17875 17875 141891 67512 22841 51538 2747 1542 1098 107 45293 21606 9481 14206 6374 4821 886 667 66302 54202 7776 4324 39161 32478 6666 17 15394 12490 2056 848 704 606 63 35 10116 8602 919 595 1601987 1069950 372965 159072 255648 216574 73804 73861 215000 210000 48624 80371 74666 62430 19644 13451 48875 47571 2009 1304 1689832 1838389 106000 106000 6905 6905 2492132 2609285 92860 152403 8659 16665 101519 169068 X 1211345 1214591 225100 271458 954168 954168 2390613 2440217 2492132 2609285 11275 38329 0 X 0 1 X 1 0 X 955611 1145345 1111878 1173478 1143373 5529685 955611 1145345 1111878 1173478 1143373 5529685 5529685 74525 62204 33239 128015 163081 461064 59651 4867 27444 27790 35038 154790 6145539 1548890 0.89980 0.72880 X Schedule A, Part II, Line 10, Explanation of Other Income: Fundraising events - 2012 Amount: $ 59,651. 2013 Amount: $ 4,867. 2014 Amount: $ 27,444. 2015 Amount: $ 27,790. 2016 Amount: $ 35,038. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1678582 1278 211189 61034 1697 16178 1812140 1951359 -12304 76350 168510 15613 1678582 2026453 35626 36722 128073 19369 1951359 1875744 29268 287269 145879 19949 2026453 1882630 6471 202373 196572 19158 1875744 0.47790 0.45610 0.06600 1 0 48875 47571 1304 1304 X Part V, Line 4: THE ORGANIZATION'S SPENDING POLICY IS TO ANNUALLY APPROPRIATE A PERCENTAGE OF THE YEAR-END ENDOWMENT BALANCE FOR OPERATING USES. THE SPENDING RATE, CURRENTLY 5%, IS REVIEWED ANNUALLY BY THE BOARD AND MAY BE ADJUSTED BETWEEN 3% AND 6%. THE AVERAGE YEAR-END ENDOWMENT BALANCE IS COMPUTED FROM THE AVERAGE OF THE YEAR-END ENDOWMENT BALANCES FOR THE FIVE-YEAR PERIOD PRECEDING THE CURRENT FISCAL YEAR, EXCLUDING ANY DESIGNATED FUNDS. Part X, Line 2: CSP, the Foundation, Kehillah, JFCS and SHC are tax-exempt organizations pursuant to Internal Revenue Code (IRC) Section 501(c)(3) and applicable state laws. O'Brien, Inc. is a tax-exempt organization pursuant to IRC Section 501(c)(2) and applicable state laws. HWS, Clay Tower, CSP-1200 and CSP-Park Lexington are limited liability companies, so all taxable income/loss flows through to the members' tax returns. Therefore, no provision for income taxes has been made in the accompanying consolidated financial statements. The Corporation recognizes the tax benefit from uncertain tax positions, if any, 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 settlements. The Corporation recognizes interest accrued and penalties related to tax matters in administrative expenses. The Corporation had no unrecognized tax benefits at June 30, 2017 and 2016. No interest and penalties were accrued for the year ended June 30, 2017 and 2016. The Corporation files an exempt organization return in the U.S. federal jurisdiction. Various Events 112241 55426 56815 21777 112241 55426 56815 21777 21777 35038 1 GENERAL SHELTER, FOOD AND MEDICAL ASSISTANCE 100 39650 17984 FMV Food, Clothing, Household items and gift cards Part I, Line 2: INDIVIDUAL RECIPIENTS ARE EVALUATED BASED ON NEED X 0 0 0 0 0 0 0 0 0 Sandra Simon President & CSP CEO until 4/17 0 224658 0 18240 0 23219 0 890 0 16200 0 283207 0 0 Bobbie Jenkins CSP CFO 0 177025 0 13872 0 0 0 634 0 17892 0 209423 0 0 Form 990, Part VI, Section B, line 11b Form 990 is REVIEWED BY the FINANCE COMMITTEE AND APPROVED BY FULL BOARD prior to filing. Form 990, Part VI, Section B, line 15 Compensation for the top executives is reviewed and approved annually by the board. Form 990, Part VI, Section C, line 19 Governing and other documents are provided upon request to the organization. Clay Tower GP LLC 6125 SW Boundary Street Portland OR 97221 020536507 To operate apartment complex OR 0 0 Robison Jewish Home CSP-1200 GP LLC 6125 SW Boundary Street Portland OR 97221 454612993 To acquire & rehabilitate property OR 0 0 Robison Jewish Home CSP-Park Lexington GP LLC 6125 SW Boundary Street Portland OR 97221 260526202 To acquire & rehabilitate property OR 0 0 Robison Jewish Home robison jewish home 6125 SW Boundary Street Portland OR 97221 930386852 residential & community-based care to elders OR 501(c)(3) Line 10 N/A 0 sINAI FAMILY HOME SERVICES INC 7412 SW BEAVERToN-HILLSDALE HWY 106 portland OR 97225 208504069 home Care Services OR 501(c)(3) Line 12a, I robison jewish home 0 CSP Kehilla Housing 6125 SW Boundary Street portland OR 97221 454839314 affordable housing to disabled adults OR 501(c)(3) Line 7 robison jewish home 0 Cedar Sinai Park Foundation 6125 SW Boundary Street portland OR 97221 043774565 Supporting Robison Jewish Home OR 501(c)(3) Line 12a, I robison jewish home 0 Cedar Sinai Park-Clay Tower Apts 6125 SW Boundary Street Portland OR 97221 260536507 Low incoming housing OR Clay Tower GP LLC Related 0 0 CSP-1200 Limited Partnership 6125 SW Boundary Street Portland OR 97221 320371089 Low incoming housing OR CSP-1200 GP LLC Related 0 0 CSP-Park Lexington LTD Partnership 6125 SW Boundary Street Portland OR 97221 900881617 Low incoming housing OR CSP-Park Lexington GP LLC Related 0 0 housing with Services LLC 6125 SW Boundary Street portland OR 97221 465768550 social services OR robison jewish home related 1556 5660 0 0 0.02000 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 sinai family home services inc D 62430 FAIR MARKET VALUE