2015-04-24T10:53:36-05:00 2014-06-30 930623286 AKT LLP 7676 HAZARD CENTER DRIVE STE 1300 SAN DIEGO CA 92108 990 2013-07-01 951644024 JEWISH FAMILY SERVICE OF SAN DIEGO JEWI 8586373000 8804 BALBOA AVE SAN DIEGO CA 92123 GUINEVERE KERSTETTER CFO 8586373000 2015-04-21 1 ELSA A ROMERO P00485021 6198104940 2015-04-21 2013 2016-02-25 16:41:14Z GUINEVERE KERSTETTER 8804 BALBOA AVE SAN DIEGO CA 92123 21024806 0 X WWW.JFSSD.ORG X 1918 CA STRENGTHEN INDIVIDUALS/ENHANCE FAMILES/PROTECT THE VULNERABLE WITH SERVICES BASED ON JEWISH VALUES. 26 26 360 956 0 0 20845797 15345943 1484555 1767567 859011 512382 721545 670009 23910908 18295901 981615 1081117 0 0 11154470 11446571 192782 213734 1375554 4940068 4622280 17268935 17363702 6641973 932199 49158031 51149351 14076651 13756651 35081380 37392700 X SINCE 1918, JEWISH FAMILY SERVICE OF SAN DIEGO HAS BEEN A TRUSTED COMMUNITY RESOURCE FOR PEOPLE IN TIMES OF NEED. OUR WIDE RANGE OF PROGRAMMING PROVIDES HELP AND CARE TO EMPOWER FAMILIES, RESPOND TO CRISIS, AND CARE FOR SENIORS.OUR PROGRAMS ARE AVAILABLE THROUGHOUT SAN DIEGO COUNTY AND THE COACHELLA VALLEY. MANY PEOPLE TURN TO JEWISH FAMILY SERVICE WITH A SPECIFIC NEED, SUCH AS HUNGER. BUT WHAT BEGINS WITH ONE JFS PROGRAM OFTEN LEADS TO PROVIDING A MUCH LARGER SCOPE OF ASSISTANCE, INCLUDING COUNSELING, EDUCATION, JOB COACHING, TRANSPORTATION, AND MORE. 0 0 8189390 665392 569129 SELF-SUFFICIENCY: JEWISH FAMILY SERVICE OF SAN DIEGO SEEKS TO BUILD A SAN DIEGO WHERE EVERY INDIVIDUAL AND FAMILY IS SELF-SUFFICIENT, SOCIALLY CONNECTED, AND AGES WITH DIGNITY. SELF-SUFFICIENCY SERVICES PROVIDED INCLUDE COUNSELING, CASE MANAGEMENT, FINANCIAL SERVICES/WORKFORCE DEVELOPMENT, HUNGER ALLEVIATION AND FOOD SECURITY, HOUSING AND HOMELESS SERVICES, REFUGEE RESETTLEMENT & IMMIGRATION, AND POSITIVE PARENTING PROGRAM.BREAST CANCER CASE MANAGEMENT - THE BREAST CANCER CASE MANAGEMENT (BCCM) PROGRAM IS THE ONLY ONE OF ITS KIND IN SAN DIEGO COUNTY. UTILIZING AN INTENSIVE MEDICAL CASE MANAGEMENT MODEL, CASE MANAGERS WORK CLOSELY WITH WOMEN IN THEIR HOMES SO THEY CAN TAKE A BREAK FROM THE ANXIETY OF DAY-TO-DAY ISSUES AND FOCUS ON THEIR TREATMENT. BCCM SERVES PATIENTS DURING TREATMENT AND FOLLOW-UP CARE PHASES, CONDUCTS SUPPORT AND NAVIGATION SERVICES AFTER DIAGNOSIS, AND CREATES INDIVIDUAL ACTION PLANS TO OFFER SUPPORT, FINANCIAL ASSISTANCE, AND LINKAGES TO COMMUNITY PARTNERS FOR ADDITIONAL RESOURCES. IN FISCAL YEAR 2013-2014, BCCM SERVED 94 BREAST CANCER PATIENTS THROUGHOUT SAN DIEGO COUNTY. WHILE OPEN TO ANYONE LIVING WITH BREAST CANCER AT ANY POINT ON THE CONTINUUM OF CARE - REGARDLESS OF AGE, RELIGION, CULTURE, ETHNIC BACKGROUND, OR SEXUAL ORIENTATION - THE PROGRAM TARGETS THE MOST VULNERABLE PATIENTS WHO ARE MEDICALLY UNDERSERVED, UNINSURED, AND UNDERINSURED. THIS INCLUDES CLIENTS FROM DIVERSE BACKGROUNDS, MANY WITH LANGUAGE BARRIERS THAT CAN LIMIT THEIR ACCESS TO CRUCIAL SERVICES.CLINICAL COUNSELING - THE CLINICAL COUNSELING PROGRAM OFFERS COMPASSIONATE, SUPPORTIVE, EXPERT HELP FOR FAMILIES AT EVERY STAGE OF LIFE. PROFESSIONAL THERAPISTS PROVIDE INDIVIDUAL, FAMILY, COUPLES, AND GROUP COUNSELING FOR CHILDREN, TEENS, ADULTS, COUPLES AND FAMILIES, AND FOR PERSONS SUFFERING FROM MOOD DISORDERS, SURVIVORS OF VIOLENCE, OR ISSUES RELATED TO THE AGING PROCESS. IN FISCAL YEAR 2013-2014, CLINICAL COUNSELING SUPPORTED FAMILIES AND INDIVIDUALS BY PROVIDING 4,830 PSYCHOTHERAPY SESSIONS, 266 GROUP SESSIONS, SPACE FOR AND ACCESS TO AL-ANON AND PFLAG SUPPORT GROUPS AT OUR AGENCY AND SERVED 503 CLIENTS.COMMUNITY CASE MANAGEMENT - COMMUNITY CASE MANAGEMENT (CCM) HAS BEEN A VITAL PART OF JEWISH FAMILY SERVICE FOR OVER 15 YEARS, PROVIDING ASSISTANCE CRITICAL TO THE PHYSICAL, EMOTIONAL, FINANCIAL, AND SPIRITUAL WELL-BEING OF INDIVIDUALS AND FAMILIES IN CRISIS. THE GOALS OF THE PROGRAM ARE TO ENABLE CLIENTS TO IMPROVE THEIR STANDARD OF LIVING, RESTORE THEM TO THEIR PREVIOUS LEVELS OF INDEPENDENT FUNCTIONING, PREVENT A RECURRENCE OF CRISIS, AND ULTIMATELY MOVE THEM TOWARD SELF-SUFFICIENCY. CCM PROGRAM PROVIDES SHORT-TERM COUNSELING AND CASE MANAGEMENT TO JEWISH ADULTS AND FAMILIES NEEDING ASSISTANCE IN ADDRESSING BARRIERS SUCH AS FINANCIAL CRISIS, MENTAL HEALTH DIAGNOSES, AND MEDICAL ISSUES. IN FISCAL YEAR 2013-2014, 675 CLIENTS SPOKE WITH A CASE MANAGER ABOUT ISSUES ASSOCIATED WITH DAILY LIVING AND COPING SKILLS. CCM PROVIDED EMERGENCY FOOD, FINANCIAL ASSISTANCE, REFERRALS FOR MENTAL HEALTH, HOUSING, LEGAL, AND MEDICAL/DENTAL RESOURCES, ALONG WITH PERSONALIZED ACTION PLANS WERE CREATED TO ASSIST THESE CLIENTS AND THEIR FAMILIES MOVE TOWARDS SELF-SUFFICIENCY. JEWISH FAMILY SERVICE IS ONE OF THE ONLY AGENCIES IN SAN DIEGO COUNTY TO OFFER FINANCIAL ASSISTANCE.DAVID RUBENSTEIN MEMORIAL SCHOLARSHIP - THE DAVID RUBENSTEIN MEMORIAL SCHOLARSHIP PROGRAM SERVES LOW-INCOME HIGH SCHOOL GRADUATES FROM THE SAN DIEGO JEWISH COMMUNITY WHO PLAN TO ATTEND COLLEGE OR VOCATIONAL SCHOOL. RECIPIENTS DEMONSTRATE BOTH FINANCIAL NEED AND EVIDENCE OF STRONG ACADEMIC PERFORMANCE AND COMMUNITY INVOLVEMENT. IN THE 2013-2014 FISCAL YEAR, 26 STUDENTS RECEIVED SCHOLARSHIPS TO OFFSET FEES FOR UNIVERSITY AND VOCATIONAL STUDIES FOR THE 2014-2015 ACADEMIC YEAR AND THE PROGRAM AWARDED A TOTAL OF $50,250 IN SCHOLARSHIPS TO 33 STUDENTS.DESERT HORIZON TRANSITIONAL HOUSING - DESERT HORIZON TRANSITIONAL HOUSING PROGRAM PLACES HOMELESS INDIVIDUALS DIRECTLY FROM THE STREETS AND EMERGENCY SHELTERS INTO HOUSING WITH CLIENT-FOCUSED SUPPORTIVE SERVICES. LOCATED IN THE WESTERN COACHELLA VALLEY, THE RESIDENTIAL PROGRAM OFFERS FURNISHED, MULTI-BEDROOM RESIDENTIAL UNITS LOCATED IN SAFE NEIGHBORHOODS. DURING FISCAL YEAR 2013-2014, DESERT HORIZON SERVED 94 HOMELESS ADULTS, WHICH INCLUDED 70 MEN AND 24 WOMEN.DESERT VISTA PERMANENT SUPPORTIVE HOUSING - DESERT VISTA PERMANENT SUPPORTIVE HOUSING IS THE ONLY PROGRAM OF ITS KIND IN THE COACHELLA VALLEY SPECIFICALLY TARGETING CHRONICALLY HOMELESS AND INDIVIDUALS WITH DISABILITIES. DESERT VISTA PLACES HOMELESS INDIVIDUALS WITH DISABILITIES DIRECTLY FROM THE STREETS AND EMERGENCY SHELTERS INTO PERMANENT SUPPORTIVE HOUSING UNITS WITH APPROPRIATE SUPPORTIVE SERVICES. IN THE 2013-2014 FISCAL YEAR, DESERT VISTA SERVED 57 ADULTS CONSISTING OF 44 MEN AND 13 WOMEN, INCLUDING 11 OLDER ADULTS OVER 62 YEARS OF AGE.EMPLOYMENT & CAREER SERVICES - EMPLOYMENT & CAREER SERVICES (ECS) ASSISTS UNEMPLOYED AND UNDEREMPLOYED INDIVIDUALS OF SAN DIEGO COUNTY WITH CAREER GUIDANCE, JOB SEARCH ASSISTANCE, AND EMPLOYMENT-RELATED SUPPORTIVE SERVICES. CLIENTS CAN ACCESS ECS THROUGH THE JFS WEBSITE, MONTHLY JFS CAREER PLANNING AND JOB SEARCH SKILLS WORKSHOPS, LOCAL JEWISH ORGANIZATIONS, AND/OR REFERRALS FROM JFS CASE MANAGERS AND OTHER STAFF. ECS SERVES CLIENTS OF ALL INCOME AND EDUCATION LEVELS. IN THE 2013-2014 FISCAL YEAR, ECS HOSTED THREE GET CONNECTED WITH LINKEDIN SPECIAL EVENTS, WHERE 44 PARTICIPANTS LEARNED HOW TO NAVIGATE THIS SOCIAL MEDIA TOOL FOR JOB SEARCH. PARTICIPANTS ALSO HAD THE OPPORTUNITY TO ATTEND A LINKEDIN CLINIC, AND RECEIVED HANDS-ON INSTRUCTION TO CREATE AN ACCOUNT, SET UP A PROFILE, AND CONNECT WITH OTHERS; BUILT THE ECS EMPLOYER DATABASE TO OVER 200 SAN DIEGO COUNTY EMPLOYERS REPRESENTING A WIDE RANGE OF INDUSTRIES; HELD 29 CAREER PLANNING AND FINANCIAL WORKSHOPS THAT ASSISTED 236 INDIVIDUALS TO GAIN JOB SEARCH SKILLS AND IMPROVE PERSONAL FINANCE MANAGEMENT; 38 CLIENTS OBTAINED EMPLOYMENT; 97% OF CLIENTS INCREASED THEIR JOB SEEKING SKILLS AFTER RECEIVING SERVICES; AND, 23 CLIENTS WERE MATCHED WITH A JOB COACH WHO MENTORED THEM IN THEIR FIELD OF WORK.HAND UP YOUTH FOOD PANTRY - THE HAND UP YOUTH FOOD PANTRY AT JFS HELPS PEOPLE GET BACK ON THEIR FEET. NOT ONLY DOES IT PROVIDE FOOD TO THOUSANDS OF HUNGRY INDIVIDUALS AND FAMILIES IN SAN DIEGO COUNTY, BUT BY INCLUDING CASE MANAGERS AT DISTRIBUTION SITES THE PROGRAM OPENS THE DOOR TO THE ARRAY OF VITAL SERVICES OFFERED AT JFS. THE HAND UP YOUTH FOOD PANTRY AND HAND UP TEEN LEADERSHIP PROGRAMS WORK IN TANDEM TO PROVIDE OPPORTUNITIES FOR YOUTH TO DEVELOP LEADERSHIP SKILLS THROUGH SERVICE-LEARNING. HIGH SCHOOL STUDENTS ENGAGE IN THE LOCAL FIGHT AGAINST HUNGER BY ORGANIZING FOOD DRIVES AND FUNDRAISERS, MAKING EDUCATIONAL PRESENTATIONS, MANAGING PANTRY AND DISTRIBUTION VOLUNTEERS, AND PARTICIPATING IN STATE-LEVEL LEGISLATIVE ADVOCACY. THE HAND UP YOUTH FOOD PANTRY CURRENTLY OPERATES EIGHT DISTRIBUTION LOCATIONS, WITH AN INCREASING FOCUS ON PROVIDING NUTRITIOUS FOOD TO THE MOST VULNERABLE AND IMPOVERISHED IN THE COMMUNITY. IN THE 2013-2014 FISCAL YEAR, THE HAND UP YOUTH FOOD PANTRY DISTRIBUTED 407,158 POUNDS OF FOOD (EQUIVALENT TO 318,113 MEALS) TO 4,698 INDIVIDUALS, COORDINATED 138 COMMUNITY FOOD DISTRIBUTIONS, ORGANIZED 628 VOLUNTEERS WHO SPENT 5,662 HOURS DISTRIBUTING FOOD, DIAPERS AND HYGIENE ITEMS, AND PROVIDED $14,719 IN FINANCIAL ASSISTANCE TO 198 FOOD RECIPIENTS TO HELP THEM ACHIEVE GREATER SELF-SUFFICIENCY.IMMIGRATION SERVICES - THROUGH JEWISH FAMILY SERVICE (JFS) OF SAN DIEGO'S IMMIGRATION SERVICES, TWO ATTORNEYS AND TWO BIA ACCREDITED REPRESENTATIVES ON STAFF PROVIDE COMMUNITY MEMBERS LOW-COST ASSISTANCE WITH A VARIETY OF APPLICATIONS SUCH AS: DEFERRED ACTION FOR CHILDHOOD ARRIVAL (DACA), FAMILY-BASED REUNIFICATION, REFUGEE/ASYLEE BASED GREEN CARDS AND REPLACEMENT GREEN CARDS, TRAVEL DOCUMENTS, U.S. CITIZENSHIP & IMMIGRATION SERVICES (USCIS) FEE WAIVERS, CUBAN ADJUSTMENT ACT CASES, AND NATURALIZATION. JFS ALSO OFFERS CLASSES TO HELP CLIENTS PREPARE FOR THEIR CITIZENSHIP INTERVIEWS AND ENGLISH AND CIVICS TESTS. A UNIQUE COMPONENT OF JFS IMMIGRATION SERVICES IS THE PRINS ASYLUM PROGRAM, WHICH PROVIDES FREE LEGAL REPRESENTATION FOR ASYLUM-SEEKERS FLEEING PERSECUTION, ABUSE AND HARM IN THEIR COUNTRIES. PRINS CLIENTS MUST BE CAREER PROFESSIONALS, SCIENTISTS, MUSICIANS, ARTISTS OR SCHOLARS. SAN DIEGO'S OTAY MESA AND SAN YSIDRO PORTS OF ENTRY ARE TWO OF THE BUSIEST IN THE WORLD FOR ASYLUM SEEKERS. SINCE ITS INCEPTION IN 2011 THE CITIZENSHIP PROGRAM HAS ASSISTED 367 CLIENTS BECOME U.S. CITIZENS. THE PASS RATE FOR THE CITIZENSHIP AND NATURALIZATION TEST PARTICIPANTS IS 97%. IN RESPONSE TO PRESIDENT OBAMA'S EXECUTIVE ACTION SIGNED IN 2012, JFS BEGAN PROVIDING SERVICES FOR DACA. FIFTY DACA APPLICATIONS WERE FILED IN THE PAST YEAR. 4508964 379403 862358 AGING WITH DIGNITY: JEWISH FAMILY SERVICE IS THE PREMIER PROVIDER OF SERVICES TO OLDER ADULTS IN SAN DIEGO. JEWISH FAMILY SERVICE SENIOR PROGRAMS INCLUDE GERIATRIC CARE MANAGEMENT, TRANSPORTATION-ON THE GO, SERVING OLDER HOLOCAUST SURVIVORS (SOS), SOCIAL AND WELLNESS CENTERS, FIX IT SERVICE AND FOOD MOBILE.BIKKUR HOLIM FRIENDLY VISITOR PROGRAM - BIKKUR HOLIM MATCHES VOLUNTEERS WITH HOMEBOUND OLDER ADULTS THROUGHOUT SAN DIEGO COUNTY. VOLUNTEERS PROVIDE COMPANIONSHIP AND PLAY A VITAL ROLE IN CONNECTING OLDER ADULTS TO ADDITIONAL SERVICES AND PROGRAMS AT JFS. IN FISCAL YEAR 2013-2014, BIKKUR HOLIM ASSISTED 28 OLDER ADULTS.COLLEGE AVENUE SOCIAL AND WELLNESS CENTER - THE COLLEGE AVENUE CENTER IS A DROP-IN CENTER FOR ACTIVE OLDER ADULTS IN CENTRAL SAN DIEGO. ITS PRIMARY PURPOSE IS TO OFFER AN ENGAGING PROGRAM THAT PROVIDES LIFELONG LEARNING OPPORTUNITIES, EXERCISE, CIVIC ENGAGEMENT, JUDAIC PROGRAMMING, ACCESS TO A NUTRITIOUS MEAL, AND OPPORTUNITIES TO SOCIALIZE. THE COLLEGE AVENUE CENTER HAS A MEMBERSHIP OF OVER 339 AND A DAILY AVERAGE ATTENDANCE OF 139 CLIENTS.FOOD MOBILE - ESTABLISHED IN 1971, FOOD MOBILE IS A KOSHER, HOME-DELIVERED MEAL PROGRAM FOR OLDER ADULTS AND YOUNGER HOMEBOUND ADULTS WITH DISABILITIES. FOOD MOBILE SERVED 4,822 MEALS PER MONTH IN THE 2013-2014 FISCAL YEAR.GERIATRIC CARE MANAGEMENT - THE GERIATRIC CARE MANAGEMENT PROGRAM HELPS OLDER ADULTS AND THEIR LOVED ONES MEET THE CHALLENGES OF AGING. STAFF HELP WITH COORDINATING MEDICAL CARE, SERVICES IN THE HOME, TRANSPORTATION, ERRANDS, AND PAPERWORK. IN THE 2013-2014 FISCAL YEAR 129 OLDER ADULTS AND CARETAKERS RECEIVED A TOTAL OF 6,653 SERVICE HOURS AND PROVIDED OVER 2,370 RIDES.HOME NOT ALONE - THE HOME NOT ALONE PROGRAM HELPS OLDER ADULTS LIVE A VIBRANT AND ENGAGED LIFE WHILE AGING IN COMMUNITY. HOME NOT ALONE MATCHES ADULTS AGED 60 AND OLDER WITH VOLUNTEERS WHO OFFER COMPANIONSHIP, AND HELP WITH LIGHT HOUSEKEEPING, GROCERY SHOPPING, SIMPLE MEAL PREPARATION, LAUNDRY, PAPERWORK, ERRANDS AND TRANSPORTATION. SINCE FEBRUARY OF 2014, THIS NEW PROGRAM MATCHED 11 VOLUNTEERS WITH 13 OLDER ADULT CLIENTS ACROSS SAN DIEGO COUNTY, PROVIDED 177 RIDES TO OLDER ADULTS AND ENGAGED VOLUNTEERS IN GIVING 342 HOURS OF THEIR TIME.JFS FIX-IT SERVICE - JFS FIX-IT SERVICE PLAYS A SIGNIFICANT ROLE IN ALLOWING OLDER ADULTS TO REMAIN SAFELY IN THEIR HOMES. JFS FIX-IT SERVICE SCHEDULES TRAINED VOLUNTEERS TO ASSIST OLDER ADULTS BY PROVIDING FREE FIVE-POINT SAFETY CHECKS, AND MINOR HOME-SAFETY REPAIRS AND MODIFICATIONS, ALLOWING OLDER ADULTS TO MAINTAIN THEIR INDEPENDENCE AND REMAIN SAFELY IN THEIR HOMES. IN FISCAL YEAR 2013-2014 JFS FIX-IT SERVICE PERFORMED 1,272 HOME MODIFICATIONS AND REPAIRS; VOLUNTEERS GAVE 1,346 HOURS OF THEIR TIME.NORTH COUNTY SOCIAL AND WELLNESS CENTER - THE NORTH COUNTY SOCIAL & WELLNESS PROGRAMS PROVIDE A VARIETY OF ACTIVITIES FOR OLDER ACTIVE ADULTS IN THE NORTH COUNTY INLAND AND COASTAL AREAS OF SAN DIEGO. ACTIVITIES INCLUDE EXERCISE, LECTURES, ENTERTAINMENT, LUNCHES AND TRANSPORTATION.. IN THE 2013-2014 FISCAL YEAR A TOTAL OF 8,721 VISITS WERE MADE TO THE NORTH COUNTY INLAND CENTER AND 1,211 TO THE COASTAL CLUB.ON THE GO - ON THE GO: TRANSPORTATION SOLUTIONS FOR OLDER ADULTS PROVIDES COMPREHENSIVE TRANSPORTATION SUPPORT TO OLDER ADULTS, AGES 60+, THROUGH FIVE SERVICES: SHUTTLES, EXCURSIONS, RIDES & SMILES, OTG SILVER AND TAXI SCRIP. IN THE 2013-2014 FISCAL YEAR, 1,470 RIDERS WERE ENROLLED IN THE PROGRAM, SERVICE EXPANDED FROM 18 TO 23 ZIP CODES AND ON THE GO PROVIDED 38,362 TOTAL RIDES.SENIOR NUTRITION - THE SENIOR NUTRITION PROGRAM PROVIDES HOT, NUTRITIOUS, KOSHER MEALS TO SOCIALLY AND ECONOMICALLY DISADVANTAGED OLDER ADULTS AND YOUNGER ADULTS WITH DISABILITIES. SENIOR NUTRITION PREPARES AND DELIVERS MEALS TO CONGREGATE DINING SITES AT FIVE JFS SOCIAL & WELLNESS CENTERS AND PROVIDES HOME-DELIVERED MEALS VIA THE JFS FOOD MOBILE. IN THE 2013-2014 FISCAL YEAR, SENIOR NUTRITION PROVIDED 82,550 MEALS, 750 HOURS PER MONTH, ON AVERAGE, WERE DONATED BY VOLUNTEERS WHO PREPARED AND SERVED MEALS TO CLIENTS AND SENIOR NUTRITION INCREASED ITS TOTAL SERVICE BY 10% TO HOMEBOUND CLIENTS WITH THE ADDITION OF A NEW ROUTE IN THE SOUTH CENTRAL AREA OF SAN DIEGO.SERVING OLDER SURVIVORS - THE SERVING OLDER SURVIVORS (SOS) PROGRAM PROVIDES HOLOCAUST SURVIVORS WITH GERIATRIC CARE MANAGEMENT SERVICES - INCLUDING ASSESSMENTS, CARE PLANS, CONSULTATIONS, ADVOCACY, COORDINATION, EMOTIONAL SUPPORT, ASSISTANCE WITH CARE IN THE HOME AND DIRECT FINANCIAL ASSISTANCE. IN THE 2013-2014 FISCAL YEAR, 61 SURVIVORS RECEIVED HOUSEKEEPING AND HOMECARE ASSISTANCE, 15 TO 24 PARTICIPANTS ATTENDED MONTHLY LUNCHES, AND RUSSIAN JEWISH SURVIVORS HAD THE OPPORTUNITY TO CONNECT WITH THE JEWISH COMMUNITY THROUGH SIX PROGRAMS.UNIVERSITY CITY OLDER ADULT CENTER - THE UNIVERSITY CITY OLDER ADULT CENTER (UCOAC) OFFERS A VARIETY OF PROGRAMS, INCLUDING CURRENT EVENT DISCUSSIONS, ENTERTAINMENT, EXERCISE, GAMES, LECTURES, LUNCH AND MOVIES TO FRAIL OLDER ADULTS AND THEIR FAMILIES. NEARLY TWO-THIRDS (70%) OF THE UCOAC CLIENTS SUFFER FROM ALZHEIMER'S OR DEMENTIA. IN THE 2013-2014 FISCAL YEAR, UCOAC ENROLLED 21 NEW MEMBERS AND HAD 3,250 CLIENT VISITS AND 476 CAREGIVER VISITS, SERVED 4,048 MEALS AND HOSTED MANY SPECIAL EVENTS AND CLASSES. 2439098 36322 336080 COMMUNITY CONNECTION: JEWISH FAMILY SERVICE BELIEVES THAT TO BE TRULY SELF-SUFFICIENT, ONE MUST BE CONNECTED TO A COMMUNITY, ACHIEVE EMOTIONAL HEALTH, AND SPIRITUAL WELLBEING. IN TIMES OF CRISIS, WHEN INDIVIDUALS AND FAMILIES FACE THE GREATEST CHALLENGES, ECONOMIC SECURITY ALONE DOES NOT PROVIDE THE SUPPORT REQUIRED TO OVERCOME THE OBSTACLE AT HAND. COMMUNITY CONNECTION AND ENGAGEMENT PROGRAMS INCLUDE ADOPTION SERVICES, LEADERSHIP PROGRAMS, BIG PALS, SERVING JEWISH SINGLE PARENTS, PACHIE'S PLACE AND NORTH COUNTY JEWISH CONNECTIONS.ADOPTION ALLIANCE - ADOPTION ALLIANCE PROVIDES COMPREHENSIVE ADOPTION SERVICES TO SIX COUNTIES IN THE SOUTHERN CALIFORNIA REGION. ADOPTION ALLIANCE CONDUCTS INFERTILITY COUNSELING, PRE AND POST ADOPTION COUNSELING, EDUCATION AND SUPPORT FOR RAISING ADOPTED CHILDREN, DOMESTIC AND INTERNATIONAL ADOPTION HOME STUDIES, POST-PLACEMENT SERVICES AND ADOPTION COORDINATION. ADOPTION ALLIANCE'S REPUTATION AS A LEADING HOME STUDY AGENCY IN SOUTHERN CALIFORNIA HAS GROWN, BOTH REGIONALLY AND NATIONALLY. IN THE 2013-2014 FISCAL YEAR, ADOPTION ALLIANCE HELPED 24 CHILDREN BEGIN A NEW LIFE WITH THEIR ADOPTIVE PARENTS.BEHAVIORAL HEALTH COMMITTEE - THE BEHAVIORAL HEALTH COMMITTEE WORKS TO END THE STIGMA OF MENTAL ILLNESS BY INCREASING COMMUNITY AWARENESS AND PROVIDING RESOURCES AND SERVICES FOR COPING AND LIVING WITH MENTAL ILLNESS. THE COMMITTEE IS COMPRISED OF COMMUNITY VOLUNTEERS - MAINLY PARENTS OF CHILDREN WITH MENTAL ILLNESS - AND MENTAL HEALTH PROFESSIONALS. IN THE 2013-2014 FISCAL YEAR, THE BEHAVIORAL HEALTH COMMITTEE HELD A COMMUNITY RESOURCE FAIR AND PANEL EVENT FEATURING LOCAL EXPERTS. THE PROGRAM ALSO HOLDS AN ANNUAL SPRING MENTAL HEALTH AWARENESS LUNCHEON WITH A NOTABLE AUTHOR AS THE FEATURED SPEAKER.EMBRACE-A-FAMILY - EACH YEAR THE EMBRACE-A-FAMILY HOLIDAY GIFT PROGRAM ENGAGES INDIVIDUALS, FAMILIES, SERVICE AND FAITH-BASED COMMUNITY GROUPS TO HELP ENSURE FAMILIES IN NEED HAVE GIFTS FOR THE HOLIDAYS. IN THE 2013-2014 FISCAL YEAR, EMBRACE-A-FAMILY TOUCHED THE LIVES OF 529 CLIENTS AND THEIR FAMILIES, RECEIVED GIFTS FROM 236 DONORS, AND ENGAGED 72 VOLUNTEERS WHO GAVE 193 VOLUNTEER HOURS.EMERGING LEADERS - EMERGING LEADERS AT JFS IS A GROUP OF SOCIALLY-MINDED YOUNG PROFESSIONALS WHO COME TOGETHER TO SUPPORT THE WORK OF JFS THROUGH SERVICE, LEADERSHIP AND PHILANTHROPY. IT IS COMPRISED OF WORKING PROFESSIONALS IN THEIR TWENTIES, THIRTIES, AND FORTIES WHO COME FORM A VARIETY OF PROFESSIONAL BACKGROUNDS. EMERGING LEADERS HOLDS MONTHLY EVENTS OPEN TO ALL JEWISH YOUNG PROFESSIONALS AND THEIR NETWORKS AND PROVIDES A CONDUIT FOR INSTITUTIONAL AND INDIVIDUAL PHILANTHROPY THROUGH TWO SIGNATURE FUNDRAISING EVENTS. IN THE 2013-2014 FISCAL YEAR, EMERGING LEADERS ENGAGED 126 YOUNG PROFESSIONS IN SERVICE PROJECTS, LEADERSHIP EVENTS, AND SOCIAL EVENTS, DONATED 475 VOLUNTEER HOURS AND RAISED OVER $13,000 TO FUND JFS COMMUNITY PROGRAMS.GIRLS GIVE BACK - GIRLS GIVE BACK IS DESIGNED TO ADDRESS THE CHALLENGES FACED BY JEWISH GIRLS BY ENGAGING THEM IN MEANINGFUL, SELF-DIRECTED, AND ONGOING SERVICE-LEARNING AND LEADERSHIP DEVELOPMENT ACTIVITIES. IN THE 2013-2014 FISCAL YEAR, 35 JEWISH HIGH SCHOOL GIRLS AND 15 JEWISH MIDDLE SCHOOL GIRLS FROM 13 HIGH SCHOOLS AND 11 MIDDLE SCHOOLS PARTICIPATED IN THE PROGRAM.HAND UP TEEN LEADERSHIP PROGRAM - THE NATIONALLY-RECOGNIZED HAND UP TEEN LEADERSHIP PROGRAM OFFERS HIGH SCHOOL STUDENTS A UNIQUE OPPORTUNITY TO LEARN ABOUT FOOD INSECURITY, RECEIVE LEADERSHIP TRAINING, AND UTILIZE THEIR NEWLY DEVELOPED LEADERSHIP SKILLS BY CONTRIBUTING TO THE SERVICE DELIVERY OF THE HAND UP YOUTH FOOD PANTRY WHICH DISTRIBUTES SUPPLEMENTAL FOOD AND HYGIENE ITEMS TO THOUSANDS OF PEOPLE ACROSS SAN DIEGO COUNTY. IN THE 2013-2014 FISCAL YEAR, THE HAND UP TEEN LEADERSHIP PROGRAM ENGAGED 41 TEENS IN GRADES 9-12 FROM 15 SAN DIEGO AREA HIGH SCHOOLS WHO VOLUNTEERED OVER 1,600 HOURS, RAISED MORE THAN $10,000 BY ORGANIZING FUNDRAISERS AND VOLUNTEERED WITH FEEDING AMERICA TO SORT 1,400 POUNDS OF DONATED FOOD.HUNGER ADVOCACY NETWORK - THE HUNGER ADVOCACY NETWORK IS A COLLABORATIVE OF TWENTY-ONE SAN DIEGO ORGANIZATIONS THAT WORK TOGETHER TO ACHIEVE A LONG-TERM, SYSTEMIC REDUCTION IN FOOD INSECURITY IN SAN DIEGO BY SHAPING STATE POLICY. IN THE 2013-2014 FISCAL YEAR, THE HUNGER ADVOCACY NETWORK COORDINATED A COMMUNITY ADVOCACY TRAINING THAT ENGAGED 60 PEOPLE AFFILIATED WITH PARTNER ORGANIZATIONS TO LEARN ABOUT THE RULES FOR NONPROFIT ADVOCACY AND HOW TO EFFECTIVELY CREATE AN ADVOCACY CAMPAIGN, ADDED FIVE NEW PARTNER ORGANIZATIONS AND WAS RECOGNIZED BY THE COUNTY BOARD OF SUPERVISORS FOR ITS EFFORTS WITH A RESOLUTION DURING HUNGER ACTION MONTH IN SEPTEMBER 2013.JEWISH BIGPALS - JEWISH BIGPALS NURTURES THE EXPLORATION OF JEWISH IDENTITY AND PROMOTES POSITIVE SELF-DEVELOPMENT BY MATCHING SAFE, TRUSTING, ADULT MENTORS WITH JEWISH CHILDREN PRIMARILY FROM SINGLE-PARENT FAMILIES. IN THE 2013-2014 FISCAL YEAR, BIGPALS MAINTAINED 55 ACTIVE MATCHES, COORDINATED TWO BULLYING WORKSHOPS AND A PARENTING WORKSHOP WITH OVER 100 JEWISH ADULTS AND CHILDREN IN ATTENDANCE.JEWISH HEALING CENTER - THE JEWISH HEALING CENTER (JHC) IS DEDICATED TO PROVIDING A UNIQUELY JEWISH AND SPIRITUAL PERSPECTIVE TO EVERYDAY CHALLENGES AND CRISIS SITUATIONS. JHC HEALING SERVICES INCLUDE SPIRITUAL SUPPORT GROUPS, BEREAVEMENT SUPPORT GROUPS, INDIVIDUAL COUNSELING CHAPLAINCY, REFERRALS, COMMUNITY PRESENTATIONS, CLASSES, AND SPECIALTY WORKSHOPS.PACHIE'S PLACE - TO ADDRESS IMPORTANT ISSUES FACING PARENTS AND CHILDREN FROM THE FIRST DAYS OF LIFE THROUGH THE FIRST DAYS OF KINDERGARTEN, PACHIE'S PLACE PRESENTS VARIOUS RESEARCH-BASED PARENTING APPROACHES AND THEORIES. IN THE 2013-2014 FISCAL YEAR, A TOTAL OF 533 PARTICIPANTS ATTENDED 20 WORKSHOPS AND ONE LARGE EVENT. THERE WERE 6,796 VISITS TO THE WEBSITE BY 1,720 UNIQUE VISITORS.PATIENT ADVOCACY - THE PATIENT ADVOCACY PROGRAM ENSURES THE RIGHTS OF MENTAL HEALTH CONSUMERS IN HOSPITALS AND LICENSED RESIDENTIAL FACILITIES SO THAT THEY ARE TREATED WITH DIGNITY AND RESPECT. SERVICES ARE FREE TO CLIENTS AND CAN INCLUDE REPRESENTING CLIENTS AT ADMINISTRATIVE HEARINGS; WORKING WITH MINORS REGARDING THEIR RIGHTS; INVESTIGATING COMPLAINTS REGARDING RIGHTS VIOLATIONS, NEGLECT, ABUSE, AND/OR BREACHES OF CONFIDENTIALITY; AND MONITORING FACILITIES FOR COMPLIANCE WITH PATIENTS' RIGHTS LAWS AND REGULATIONS. PATIENT ADVOCACY PROVIDES CONSULTATION AND TRAINING TO THE COUNTY BEHAVIORAL HEALTH SERVICES SYSTEM, RESULTING IN MANY POSITIVE CHANGES TO COUNTY AND HOSPITAL POLICIES AND PROCEDURES. IN ADDITION TO PARTICIPATING IN STATEWIDE EFFORTS TO UPDATE AND REFORM CALIFORNIA MENTAL HEALTH LAW, PATIENT ADVOCACY IS PARTICIPATING IN THE TRAINING OF LAW ENFORCEMENT OFFICERS WHO RESPOND TO PSYCHIATRIC EMERGENCIES, AND IS WORKING WITH THE INTER-TRIBAL COURT OF SOUTHERN CALIFORNIA, WHICH PROVIDES OVERSIGHT TO 13 NATIVE AMERICAN TRIBES, TO DEVELOP PROTOCOLS FOR THE COURT TO ENSURE DUE PROCESS FOR TRIBAL MEMBERS. IN THE 2013-2014 FISCAL YEAR, PATIENT ADVOCACY, IN PARTNERSHIP WITH THE CONSUMER CENTER FOR HEALTH EDUCATION AND ADVOCACY (A PROGRAM OF LEGAL AID SOCIETY OF SAN DIEGO) WAS NAMED THE COUNTY BEHAVIORAL HEALTH DIRECTOR'S PROGRAM OF THE YEAR AT THE 27TH ANNUAL BEHAVIORAL HEALTH RECOGNITION DINNER. BOTH ORGANIZATIONS PROTECT PATIENTS' RIGHTS IN INPATIENT AND OUTPATIENT SETTINGS, INVESTIGATE GRIEVANCES AND COMPLAINTS AND ENSURE DUE PROCESS FOR INDIVIDUALS WITH MENTAL ILLNESSES. PATIENT ADVOCACY ALSO RECEIVED THE 2014 KOVOD AWARD IN THE CATEGORY OF "EFFECTIVE RESPONSE TO CHANGES IN HEALTH AND HUMAN SERVICES" FROM THE ASSOCIATION OF JEWISH FAMILY AND CHILDREN'S AGENCIES. IN ADDITION, PATIENT ADVOCACY: REPRESENTED CLIENTS AT OVER 3,300 CERTIFICATION REVIEW HEARINGS, ENSURING DUE PROCESS, ASSISTED CLIENTS WITH OVER 4,100 RIGHTS ISSUES AT HOSPITALS, CRISIS HOUSES, SKILLED NURSING FACILITIES, AND RESIDENTIAL FACILITIES, INVESTIGATED OVER 950 COMPLAINTS AND OVER 85 GRIEVANCES, ADDRESSING ISSUES RANGING FROM CONFIDENTIALITY VIOLATIONS TO POOR QUALITY OF CARE BY STAFF. INTERVENTIONS TYPICALLY RESULTED IN CHANGES TO HOSPITAL POLICIES AND PROCEDURES, AND/OR STAFF PRACTICE, CONDUCTED OVER 100 TRAININGS ON MENTAL HEALTH LAW AND MENTAL HEALTH PATIENTS' RIGHTS FOR CLIENTS, PROVIDERS AND PROFESSIONALS.SUPPORTING JEWISH SINGLE PARENTS - THE SUPPORTING JEWISH SINGLE PARENTS (SJSP) PROGRAM SEEKS TO PRESERVE JEWISH CONTINUITY FOR SAN DIEGO'S SINGLE-PARENT FAMILIES, OFFERING SUPPORTIVE SERVICES WHICH ENHANCE FEELINGS OF BELONGING IN THE JEWISH COMMUNITY AND INCREASE PARTICIPATION IN JEWISH ACTIVITIES. THROUGH INFORMATION AND REFERRAL, NETWORKING, SUPPORT, AND ADVOCACY, SJSP ADDRESSES BASIC NEEDS ESSENTIAL TO CLIENTS' DAILY FUNCTIONING BY PROVIDING SUPPORT TO ENHANCE COPING SKILLS, FACILITATE CREATING SOCIAL NETWORKS, AND, AS NEEDED, PROVIDE FOOD ASSISTANCE OR FINANCIAL ASSISTANCE IN TIMES OF CRISIS FOR SUCH ITEMS AS A PHONE BILL, GAS/ELECTRIC BILL, OR SCHOOL SUPPLIES AND CLOTHING FOR THEIR CHILDREN. 15137452 1 1 0 1 0 0 0 1 0 1 1 1 0 1 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 1 0 0 0 0 1 0 0 0 1 1 1 1 0 0 1 204 0 1 360 1 0 0 0 0 0 1 1 0 0 0 1 0 X 26 26 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X GUINEVERE A KERSTETTER 8586373000 8804 BALBOA AVENUE SAN DIEGO CA 92123 JENNIFER LEVITT PRESIDENT 4.00 X X 0 0 0 MEG GOLDSTEIN 1ST VICE PRESIDENT 4.00 X X 0 0 0 LORETTA H ADAMS 2ND VICE PRESIDENT 4.00 X X 0 0 0 EDWARD J CARNOT TREASURER 4.00 X X 0 0 0 ADAM WELLAND SECRETARY 4.00 X X 0 0 0 MICHAEL B ABRAMSON DIRECTOR 2.00 X 0 0 0 DEBORAH BUCKSBAUM DIRECTOR 2.00 X 0 0 0 KIMBERLY CARNOT DIRECTOR 2.00 X 0 0 0 JUDY FELDMAN DIRECTOR 2.00 X 0 0 0 JOSEPH FISCH DIRECTOR 2.00 X 0 0 0 MATHEW FINK DIRECTOR 2.00 X 0 0 0 KIRA FINKENBERG DIRECTOR 2.00 X 0 0 0 AVI FROHLICHMAN DIRECTOR 2.00 X 0 0 0 MARCIA HAZAN DIRECTOR 2.00 X 0 0 0 KATE KASSAR DIRECTOR 2.00 X 0 0 0 MICHAEL LEES DIRECTOR 2.00 X 0 0 0 STEVEN J LEVINE DIRECTOR 2.00 X 0 0 0 PHILIP LINSSEN DIRECTOR 2.00 X 0 0 0 RABBI YAEL RIDBERG DIRECTOR 2.00 X 0 0 0 SHERYL L ROWLING DIRECTOR 2.00 X 0 0 0 SUSAN SHMALO DIRECTOR 2.00 X 0 0 0 ELYSE SOLLENDER DIRECTOR 2.00 X 0 0 0 KARIN TORANTO DIRECTOR 2.00 X 0 0 0 LOUIS VENER DIRECTOR 2.00 X 0 0 0 CATHY WEIL DIRECTOR 2.00 X 0 0 0 RON S ZOLLMAN DIRECTOR 2.00 X 0 0 0 MICHAEL HOPKINS CHIEF EXECUTIVE OFFICER 40.00 X 230091 0 43136 GUINEVERE KERSTETTER CHIEF FINANCIAL OFFICER 30.00 10.00 X 132038 0 13004 DANA TOPPEL CHIEF PROGRAM OFFICER 40.00 X 111262 0 11866 SUSAN LAPIDUS FORMER SR. DIR. DEVELOPMENT 40.00 X 140339 0 5727 JILL BORG SPITZER FORMER EXECUTIVE DIRECTOR 20.00 X 122013 0 8901 LINDA HUTKIN-SLADE FORMER DIVISIONAL DIRECTOR 40.00 X 100584 0 11310 836327 0 93944 6 1 1 0 0 131648 1159200 6741356 7313739 140200 15345943 CLIENT FEES 624100 773384 773384 PROGRAM REVENUE 624100 641049 641049 ON THE GO FEES 900099 353134 353134 1767567 294971 294971 2745683 6200 2533805 667 211878 5533 217411 217411 864442 131648 194433 670009 670009 18295901 1767567 0 1182391 1081117 1081117 574555 364223 112533 97799 8687209 7783803 241339 662067 258227 234886 8050 15291 1146812 1043154 35750 67908 779768 695177 25904 58687 5217 5217 50200 50200 2357 2357 213734 213734 54090 54090 486332 317002 134258 35072 103873 72858 60 30955 466684 370440 21594 74650 713565 695786 9500 8279 567710 510834 46857 10019 21656 13231 7754 671 379009 334075 12528 32406 140169 117872 18905 3392 PROGRAM EXPENSES 859661 834225 21430 4006 EQUIPMENT RENTAL/EXPENS 316543 299596 5739 11208 OTHER EXPENSES 309852 228914 38808 42130 REPAIRS AND MAINTENANCE 145362 135042 3040 7280 17363702 15137452 850696 1375554 2918147 4275102 0 0 7017054 6194481 73681 153157 53884 43658 52299 11567 118886 78025 13909130 2941857 10117784 10967273 17676051 19332679 11130245 10093409 49158031 51149351 1832423 1972398 313580 275620 1600000 1600000 10330648 9908633 14076651 13756651 X 18690717 23643611 8812271 10691639 7578392 3057450 35081380 37392700 49158031 51149351 X 932199 1775668 -396547 X 0 1 X 1 1 1 X 13411692 13337176 15030865 20845797 15345943 77971473 13411692 13337176 15030865 20845797 15345943 77971473 4392596 73578877 1186866 1752026 1689704 854706 294971 5778273 627351 925274 721545 670009 2944179 86693925 6368142 0.84870 0.84600 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 1 219 0 1 361 1 710 1 1067 0 2357 0 PART II-B, LINE 1: HUNGER ADVOCACY NETWORK (HAN) LETTERS OF SUPPORT AND CALLS TO ACTION ON ASSEMBLY AND STATE BILLS RELATED TO HUNGER AND HUNGER-RELATED ISSUES; MEETINGS AND PHONE CALLS WITH ELECTED OFFICIALS; FLIGHTS AND PARTICIPATION IN THE HUNGER ACTION COALITION DAY IN SACRAMENTO. X 0 7665412 401285 1082816 698762 8450751 2362318 4955633 355941 8480 7665412 2070977 410422 -94297 24784 2362318 1738634 381288 48845 2070977 1604519 16829 166411 49135 1738624 0.57000 0.36000 0.07000 1 0 4023335 4023335 7534899 1913167 5621732 1251626 566623 685003 1099270 462067 637203 10967273 BENEFICIAL INTERESTS IN ENDOWMENT FUNDS 8030935 F STATE OF ISRAEL BONDS 1000 C FUNDS HELD AT JEWISH COMMUNITY FOUNDATION 11300744 F 19332679 DEPOSITS 62007 INVESTMENTS IN SUBSIDIARIES 426518 INTERCOMPANY RECEIVABLES 9604884 10093409 DEFERRED COMPENSATION 354663 INTERCOMPANY PAYABLES 9553970 9908633 X 23396184 1775668 201046 4491299 6468013 16928171 54090 1313640 1367730 18295901 21064664 201046 5264193 5465239 15599425 54090 1710187 1764277 17363702 PART III, LINE 4: ARTWORK IS HELD FOR FINANCIAL GAIN AND ITS FUTURE APPRECIATED VALUE WILL BE USED TO ENHANCE PROGRAMS. PART V, LINE 4: THE BENEFICIAL INTERESTS IN ENDOWMENT FUNDS ARE HELD BY JEWISH COMMUNITY FOUNDATION AND COMERICA BANK AND ARE MANAGED IN ACCORDANCE WITH UPMIFA. JEWISH FAMILY SERVICE OF SAN DIEGO'S (JFS) SPENDING POLICY IS TO DISBURSE FUNDS AVAILABLE IN ACCORDANCE WITH DONOR RESTRICTIONS TO MEET THE CURRENT PROGRAM NEEDS OF JFS. PART X, LINE 2: JEWISH FAMILY SERVICE OF SAN DIEGO BELIEVES THAT THEY HAVE APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DO NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE CONSOLIDATED FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE NETTED WITH REVENUE 194,433. CHANGE IN INVESTMENT SUBSIDIARY -396,547. REVENUES FROM RELATED ORGANIZATION PER CONSOLIDATED GAAP STATEMENT 4,693,413. PART XI, LINE 4B - OTHER ADJUSTMENTS: CONSOLIDATED FINANCIAL STATEMENTS - ELIMINATING ENTRIES 1,313,640. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE NETTED WITH REVENUE 194,433. EXPENSES FROM RELATED ORGANIZATION PER CONSOLIDATED GAAP STATEMENT 5,069,760. PART XII, LINE 4B - OTHER ADJUSTMENTS: CONSOLIDATED FINANCIAL STATEMENTS - ELIMINATING ENTRIES 1,710,187. X X X X X X 1 SUSAN LAPIDUS 8804 BALBOA AVE SAN DIEGO CA 92123 FUNDRAISING ANNUAL GALA 0 755172 100000 655172 JILL SPITZER 8804 BALBOA AVE SAN DIEGO CA 92123 FUNDRAISING 0 514566 113734 400832 1269738 213734 1056004 CA GALA 886820 131648 755172 79376 33456 62550 GOLF TOURNAMENT 94750 94750 1457 11362 5033 397 1 14520 14520 545 143 114 996090 131648 864442 1457 11907 84552 33456 63061 194433 670009 1 EMERGENCY FUNDS FOR CLIENTS IN CRISIS 556 206982 HOMECARE AND OTHER EMERGENCY FUNDS FOR VICTIMS OF THE HOLOCAUST 38 338773 HOUSING, FOOD AND CASH ASSISTANCE FOR REFUGEES 421 477687 CHANGE A LIFE FUNDS FOR CLIENTS IN NEED 18 27175 SCHOLARSHIPS 21 30500 PART I, LINE 2: GRANTS ARE PROVIDED TO CLIENTS BASED ON STIPULATIONS PROVIDED BY THE FUNDER. ALL GRANT APPLICATIONS ARE REVIEWED BY THE APPROPRIATE PROGRAM DIRECTOR AND SENIOR MANAGER. FISCAL REVIEWS THE CODING ON ALL GRANT REQUESTS TO ENSURE THEY ARE CODED TO THE CORRECT GRANT. CLAIMS FOR REIMBURSEMENT ARE PREPARED, REVIEWED BY MANAGEMENT AND SUBMITTED TO THE APPROPRIATE FUNDING AGENCIES WITH A COPY TO THE PROGRAM DIRECTOR FOR REVIEW. PART IV - ADDITIONAL SUPPLMENTAL INFORMATION RUBENSTEIN SCHOLARSHIPS: FOLLOWING ARE CRITERIA FOR RUBENSTEIN SCHOLARSHIPS: -FOR DEPENDENT STUDENTS, GROSS FAMILY INCOME CANNOT EXCEED $90,000 FOR FAMILIES WITH THREE OR MORE CHILDREN, $80,000 FOR FAMILIES WITH TWO CHILDREN, AND $70,000 FOR FAMILIES WITH ONE CHILD. -HIGH SCHOOL GRADES MUST BE 2.0 OR HIGHER. JUNIOR AND UP MUST SHOW A 2.5 GRADE POINT AVERAGE FOR THE MOST RECENT PERIOD COMPLETED. -ALTHOUGH THE COMMITTEE MAY GRANT EXCEPTIONS IN EXTREME CIRCUMSTANCES, APPLICANTS MUST BE RESIDENTS OF SAN DIEGO COUNTY. -STUDENTS ARE EXPECTED TO APPLY FOR OTHER FINANCIAL AID AND TO WORK IN ORDER TO CONTRIBUTE TO THEIR EDUCATIONAL EXPENSES. X X X X X 0 0 0 0 0 0 0 0 0 MICHAEL HOPKINS CHIEF EXECUTIVE OFFICER 230091 0 0 0 0 0 35019 0 8117 0 273227 0 0 0 SUSAN LAPIDUS FORMER SR. DIR. DEVELOPMENT 140339 0 0 0 0 0 5565 0 162 0 146066 0 0 0 JILL BORG SPITZER FORMER EXECUTIVE DIRECTOR 0 0 0 0 122013 0 0 0 8901 0 130914 0 0 0 LINDA HUTKIN-SLADE FORMER DIVISIONAL DIRECTOR 100584 0 0 0 0 0 3530 0 7780 0 111894 0 0 0 PART I, LINE 3 THE BOARD OF DIRECTORS IS RESPONSIBLE FOR SETTING AND APPROVING STAFF SALARY RANGES, INCLUDING THE CONTRACT FOR THE CEO. AN INDEPENDENT OUTSIDE CONSULTANT PROVIDED RESEARCH AND RECOMMENDATIONS FOR THE SALARY RANGES FOR THE CEO, CPO, CAO AND CFO. THIS DATA IS PRESENTED TO AND APPROVED BY THE BOARD. MICHAEL HOPKINS EXECUTIVE DIRECTOR HOUSING X 65625 43658 0 1 1 43658 SCHEDULE L, PART II IN MARCH 2012, JFS MADE A LOAN TO ITS EXECUTIVE DIRECTOR (ED) TOTALING $65,625. THE LOAN IS PAYABLE IN MONTHLY INSTALLMENTS OF $498 INCLUDING INTEREST AT 1.50%. IN ADDITION, IN ACCORDANCE WITH THE AGREEMENT, JFS WILL FORGIVE $5,000 OF THE LOAN BALANCE FOR EACH YEAR THAT THE ED IS EMPLOYED. IF THE ED'S EMPLOYMENT IS TERMINATED FOR ANY REASON BEFORE THE LOAN IS FULLY REPAID, THE LOAN PLUS ANY ACCRUED INTEREST MUST BE PAID IN FULL WITHIN ONE 120 DAYS. JFS HAS A SECURITY INTEREST IN THE PURCHASED PROPERTY. THE BALANCE OF THE LOAN TOTALED $43,658 AND $53,884 AT JUNE 30, 2014 & 2013, AND IS INCLUDED IN OTHER LOANS RECEIVABLE. X 134 140200 SALES PRICE 0 0 1 PART I, LINE 32B: THE ORGANIZATION USES THE FOLLOWING COMPANY TO CONDUCT ITS VEHICLE DONATION PROGRAM: CHARITABLE ADULT RIDES AND SERVICES, INC. 4669 MURPHY CANYON ROAD SAN DIEGO, CA 92123 FORM 990, PART VI, SECTION B, LINE 11 FORM 990 IS REVIEWED BY THE AUDIT COMMITTEE AND APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS ARE REQUIRED TO SIGN ON AN ANNUAL BASIS A CONFLICT OF INTEREST STATEMENT. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS IS RESPONSIBLE FOR SETTING AND APPROVING STAFF SALARY RANGES, INCLUDING THE CONTRACT FOR THE CHIEF EXECUTIVE OFFICER. A BOARD OF DIRECTORS' SUBCOMMITTEE, INCLUDING THE PRESIDENT OF THE BOARD, REVIEWS SALARY DATA FROM COMPARABLE POSITIONS AND MAKES RECOMMENDATIONS TO THE BOARD'S EXECUTIVE COMMITTEE WHICH APPROVES OR DISAPPROVES THE SUGGESTIONS. RECOMMENDATIONS ARE THEN PRESENTED TO THE ENTIRE BOARD OF DIRECTORS FOR APPROVAL. FORM 990, PART VI, SECTION C, LINE 18 ANYONE REQUESTING A HARD COPY OF THE 990 CAN OBTAIN ONE AT JFS HEADQUARTERS, 8804 BALBOA AVENUE, SAN DIEGO, CA 92123 OR DOWNLOAD IT FROM THE WEBSITE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION WILL PROVIDE THE GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS TO ANY PERSON WHO REQUESTS THIS INFORMATION IN WRITING. THIS INFORMATION CAN BE OBTAINED IN THE FORM OF A PDF DOCUMENT. BOTH THE AUDIT AND 990 ARE POSTED ON THE AGENCY WEB SITE. FORM 990, PART XI, LINE 9: CHANGE IN INVESTMENT SUBSIDIARY -396,547. JFS FOUNDATION LLC 8804 BALBOA AVENUE SAN DIEGO CA 92123 562574072 TO FURTHER JFS EXEMPT CHARITABLE PURPOSE CA 0 0 N/A JFS HOLDINGS LLC 8804 BALBOA AVENUE SAN DIEGO CA 92123 562574074 TO FURTHER JFS EXEMPT CHARITABLE PURPOSE CA 0 6262612 N/A 8788 BALBOA AVENUE LLC 8804 BALBOA AVENUE SAN DIEGO CA 92123 463948553 TO FURTHER JFS EXEMPT CHARITABLE PURPOSE CA 0 3291096 N/A CHARITABLE ADULT RIDES & SERVICES INC 4669 MURPHY CANYON ROAD SAN DIEGO CA 92123 274327126 TRANSPORTATION SOLUTIONS FOR OLDER ADULTS CA 501(C)(3) LINE 9 JEWISH FAMILY SERVICE OF SAN DIEGO 0 CHARITABLE AUTO RESOURCES INC 4669 MURPHY CANYON ROAD SUITE 100 SAN DIEGO CA 92123 200290042 FUNDRAISING ASSISTANCE FOR NON-PROFITS DE N/A C 44160 266456 1.00000 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 1 1 0 0 0 CHARITABLE AUTO RESOURCES INC C 9200 FMV CHARITABLE ADULT RIDES AND SERVICES INC N 201583 FMV CHARITABLE ADULT RIDES AND SERVICES INC I 2929 FMV CHARITABLE ADULT RIDES AND SERVICES INC C 1150000 FMV CHARITABLE ADULT RIDES AND SERVICES INC P 2989 FMV CHARITABLE ADULT RIDES AND SERVICES INC K 353134 FMV