2015-08-14T14:34:25-05:00 2014-09-30 420714325 MCGLADREY LLP 80 CITY SQUARE BOSTON MA 021293742 990 2013-10-01 042104356 JEWISH FAMILY & CHILDREN'S SERVICE INC JEWI 7816475327 1430 MAIN STREET WALTHAM MA 02451 BRUCE HASKIN CEO 7816475327 2015-08-14 1 LYNNE JOHNSON P00757336 6179129000 2013 2016-03-07 17:11:31Z RIMMA ZELFAND 1430 MAIN STREET WALTHAM MA 02451 32220971 0 X WWW.JFCSBOSTON.ORG X 1922 MA JEWISH FAMILY & CHILDREN'S SERVICE ("JF&CS") CARES FOR INDIVIDUALS AND FAMILIES BY PROVIDING EXCEPTIONAL HUMAN SERVICE AND HEALTH CARE PROGRAMS, GUIDED BY JEWISH TRADITIONS OF SOCIAL RESPONSIBILITY, COMPASSION, AND RESPECT FOR ALL MEMBERS OF THE COMMUNITY. 35 35 897 2176 -44929 -44929 5739496 6835743 21699577 22943525 676041 983479 -230478 -272890 27884636 30489857 36200 41000 0 0 22335358 23811007 0 0 916131 5834591 6453073 28206149 30305080 -321513 184777 30036939 31260078 1921434 2357774 28115505 28902304 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 10624204 10565355 HOME CARE/HOME HEALTH VNA:JF&CS HAS THE MOST 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, MENTAL HEALTH COUNSELING, AND SUPPORT FOR PEOPLE WITH PARKINSON'S AND THEIR CAREGIVERS. JF&CS VNA HAS BEEN PROVIDING MEDICARE-CERTIFIED HOME HEALTH SERVICES SINCE 1985. WHETHER DELIVERING SERVICES AFTER A HOSPITALIZATION OR DIRECTLY FROM A COMMUNITY SETTING, JF&CS IS ABLE TO RESPOND WITH AN INTEGRATED CONTINUUM OF QUALITY CARE THAT ALLOWS PATIENTS TO REMAIN SAFELY IN THEIR HOMES AND IN THE COMMUNITY FOR AS LONG AS POSSIBLE. TO BE ELIGIBLE FOR HOME HEALTH SERVICES, PATIENTS MUST BE HOMEBOUND AND HAVE A PHYSICIAN ORDER FOR SERVICES. JF&CS CAN WORK DIRECTLY WITH THE PATIENT'S PHYSICIAN TO ESTABLISH ELIGIBILITY. IF ELIGIBLE, SERVICES ARE COVERED BY MEDICARE AND MASSHEALTH, BLUE CROSS-BLUE SHIELD, HARVARD PILGRIM HEALTH CARE, TUFTS HEALTH PLAN, MASSACHUSETTS SENIOR CARE ORGANIZATIONS (SCOS), AND MOST PRIVATE INSURERS. JF&CS CAN ALSO BILL MOST OTHER PRIVATE INSURANCE AND MANAGED CARE PLANS.THE JF&CS HOME CARE PROGRAM HAS BEEN PROVIDING NON-CERTIFIED HOMEMAKING AND PERSONAL CARE HOMEMAKING SERVICES SINCE 1975. WORKING UNDER CONTRACTS WITH STATE-FUNDED AGING SENIOR ACCESS POINTS (ASAPS), THE GOAL OF THE PROGRAM IS TO ALLOW SENIORS TO MAINTAIN INDEPENDENCE IN THEIR OWN HOMES FOR AS LONG AS POSSIBLE. WORKERS ASSIST WITH HOUSE-KEEPING TASKS SUCH AS SHOPPING, LAUNDRY, AND MEAL PREPARATION, AND ALSO PROVIDE PERSONAL CARE INCLUDING ASSISTANCE WITH DRESSING AND BATHING. SERVICES ARE PROVIDED TO ELDERLY AND/OR DISABLED CLIENTS WHO MEET INCOME ELIGIBILITY GUIDELINES ESTABLISHED BY THE ASAPS. 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 WHO ARE AT RISK OF INSTITUTIONAL PLACEMENT SINCE 1999. 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, 2014, JF&CS MADE 314,765 VISITS TO THE ELDERLY IN THE GREATER BOSTON AREA. 7548625 41000 8490348 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, 2014, JF&CS PROVIDED SERVICES TO OVER 1,000 CLIENTS IN ELEVEN DISTINCT AREAS OF SERVICE TO INDIVIDUALS WITH DISABILITIES. 1893528 1828718 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, 2014. 4591789 2617294 THE RESOURCES YOU NEED. THE COMPASSION YOU DESERVE. FOR ALMOST 150 YEARS, JF&CS HAS BEEN GREATER BOSTON'S LEADING AND TRUSTED PROVIDER OF COMPREHENSIVE HUMAN SERVICES. JF&CS HELPS PEOPLE OF ALL FAITHS, RACES, AND AGES WITH THE CHALLENGES OF LIFE. A CARING PRESENCE IN 100 COMMUNITIES WE SERVE, WE'RE PROUD TO BE THE PLACE THAT NEW MOTHERS, YOUNG FAMILIES, PEOPLE WITH DISABILITIES, FRAGILE ELDERS, AND THE CHRONICALLY POOR CAN TURN TO FOR VITAL AND PERSONALIZED SERVICES. 4591789 2617294 24658146 1 1 0 1 0 0 0 0 1 1 1 1 0 1 0 1 0 1 0 0 1 1 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 195 0 1 897 1 1 1 0 0 0 0 1 1 0 0 0 0 X 35 35 0 0 1 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 AMY BLOOMSTONE DIRECTOR 2.00 1.00 X 0 0 0 ROBERT CASHMAN DIRECTOR 2.00 1.00 X 0 0 0 JONATHAN DORFMAN DIRECTOR 2.00 1.00 X 0 0 0 GERALD FELDMAN DIRECTOR 2.00 1.00 X 0 0 0 HAL GARNICK DIRECTOR 2.00 1.00 X 0 0 0 HARVEY GREENBERG DIRECTOR 2.00 1.00 X 0 0 0 JAMIE GROSSMAN CLERK 2.00 1.00 X X 0 0 0 MELISSA WEINER JANFAZA DIRECTOR 2.00 1.00 X 0 0 0 HENRY KAY DIRECTOR 2.00 1.00 X 0 0 0 BARRY KLICKSTEIN DIRECTOR 2.00 1.00 X 0 0 0 PETER LEFKOWITZ DIRECTOR 2.00 1.00 X 0 0 0 MARK E LEVY DIRECTOR 2.00 1.00 X 0 0 0 ALAN E LIPKIND DIRECTOR 2.00 1.00 X 0 0 0 JAMES M LITTON VICE PRESIDENT 2.00 1.00 X X 0 0 0 DEBRA M MILGRAM DIRECTOR 2.00 1.00 X 0 0 0 ROBIN NEITERMAN PRESIDENT 2.00 1.00 X X 0 0 0 DALE S OKONOW 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 MATTHEW ROSENTHAL TREASURER 2.00 1.00 X X 0 0 0 MAXINE ROSENTHAL DIRECTOR 2.00 1.00 X 0 0 0 LISA RUBINSTEIN DIRECTOR 2.00 1.00 X 0 0 0 DAVID SCHECHTER VICE PRESIDENT 2.00 1.00 X X 0 0 0 SUSAN FLORENCE-SMITH DIRECTOR 2.00 1.00 X 0 0 0 ANDREW C SUCOFF DIRECTOR 2.00 1.00 X 0 0 0 ELINOR SVENSON DIRECTOR 2.00 1.00 X 0 0 0 JACK SWARTZ DIRECTOR 2.00 1.00 X 0 0 0 STEVEN WEIL DIRECTOR 2.00 1.00 X 0 0 0 JACKIE WEINSTEIN BOARD PRESIDENT 2.00 1.00 X X 0 0 0 SUSAN WILK DIRECTOR 2.00 1.00 X 0 0 0 CANDICE F WOLK DIRECTOR 2.00 1.00 X 0 0 0 JONATHAN YELLIN DIRECTOR 2.00 1.00 X 0 0 0 DARREN BLACK DIRECTOR 2.00 1.00 X 0 0 0 MICHAEL LEVINGER DIRECTOR 2.00 1.00 X 0 0 0 SUZANNE PRIEBATSCH DIRECTOR 2.00 1.00 X 0 0 0 RIMMA ZELFAND EXECUTIVE DIRECTOR 35.30 1.00 X 241383 0 21092 A KEENE METZGER CFO 35.30 1.00 X 189244 0 24270 ALAN JACOBSON SR VP OF PROGRAMS 36.30 0.00 X 172487 0 4855 IRA SCHOR DIRECTOR OF OPERATIONS 36.30 0.00 X 156016 0 6692 ELLEN LASH DIR. OF HEALTHCARE OPERATIONS 36.30 0.00 X 141053 0 13625 ANNA KESHISHYAN NURSE 75.00 0.00 X 138705 0 22957 NADEZDA MUSATOVA-PEROVA NURSE 75.00 0.00 X 147922 0 25678 1186810 0 119169 14 0 1 0 BOSTON CIO LLC 21 BOYDEN ROAD MEDFIELD MA 02052 INDEPENDENT CIO - RICHARD COHEN 157198 MCGLADREY LLP 80 CITY SQUARE BOSTON MA 02129 AUDIT/TAX/CONSULTING SERVICES 113896 2 1313462 5522281 338090 6835743 SERVICE FEE INCOME 624100 14789129 14789129 GOVERNMENT CONTRACTS 624100 6445036 6445036 GRANT INCOME 624100 1594685 1594685 RENTAL INCOME 532000 114675 114675 22943525 109352 30527 78825 558190 633646 -75456 -75456 -75456 1486327 612200 874127 874127 874127 152346 1313462 485268 -332922 -332922 INCOME BENEFICIARY INVESTMENT 900099 121156 121156 MANAGEMENT FEES 541610 11000 11000 MISCELLANEOUS INCOME 900099 3332 3332 135488 30489857 22943525 -44929 755518 41000 41000 478890 478890 19226121 16354881 2315199 556041 119544 90408 28593 543 2327443 2102390 165202 59851 1659009 1418230 197780 42999 11000 11000 239680 138021 101659 168366 15060 153306 54778 54778 97720 97720 689451 461330 193701 34420 166462 42854 53478 70130 417260 282596 95835 38829 465349 219466 220930 24953 929122 730353 173815 24954 211854 205819 4421 1614 57663 34964 18401 4298 317 182 118 17 265029 169441 84154 11434 165084 135165 29919 FAMILY ASSISTANCE 693276 687139 6137 FOOD 510760 488406 19110 3244 PROGRAM EXPENSE 372501 371462 850 189 HOMEMAKER TRAVEL 198968 198968 738433 470011 225807 42615 30305080 24658146 4730803 916131 318708 257248 95769 720000 3133847 3243438 207168 23794 514569 571329 6759325 3658476 1874358 3100849 19928177 19723385 3964343 3620035 30036939 31260078 1536078 1746257 335866 187010 3395 49490 421112 1921434 2357774 X 21371121 21095865 5272481 6327584 1471903 1478855 28115505 28902304 30036939 31260078 X 184777 385425 216597 X 0 1 X 1 1 1 X 4429603 5543489 5173632 5739496 6835743 27721963 4429603 5543489 5173632 5739496 6835743 27721963 1172076 26549887 32379 71903 99275 71300 78825 353682 181700 99770 150250 204114 287834 923668 28999313 107303249 0.91550 0.91370 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 0 PART II-B, LINE 1: DURING FY 2014, JF&CS CONTRACTED WITH ADS VENTURES TO ADVISE MANAGEMENT ON LEGISLATIVE ISSUES RELATED TO THE WORK THAT OUR AGENCY PERFORMS IN THE AREAS OF NURSING, 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 2608836 6952 167750 96352 0 2687186 2468394 10862 301612 78912 93120 2608836 3781118 172005 236513 90932 1630310 2468394 3196554 654555 7013 77004 3781118 3480359 17263 128457 100432 329093 3196554 0.00000 0.55030 0.44970 1 0 565000 565000 3736358 1595300 2141058 79846 43424 36422 2378121 2019752 358369 3100849 JEWISH COMMUNITY ENDOWMENT POOL, LLP 19723385 F 19723385 SECURITY DEPOSITS 67767 RESTRICTED CASH 1034614 DUE FROM JEWISH FAMILY & CHILDREN'S FOUNDATION 2517654 3620035 X 32265587 385425 4800 266591 656816 31608771 -1118914 -1118914 30489857 31625665 4800 1413505 1418305 30207360 97720 97720 30305080 PART IV, LINE 2B: THE ORGANIZATION OPERATES THE NEW AMERICAN PROGRAM THAT RECEIVES FUNDS FROM INDIVIDUALS SPONSORING THE SETTLEMENT OF EMIGRANTS FROM COUNTRIES COMPRISING THE FORMER SOVIET UNION AND DISBURSES THESE MONIES TO THE EMIGRANTS UPON THEIR ARRIVAL. THE ORGANIZATION ALSO 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 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. WITH FEW EXCEPTIONS, THE ORGANIZATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S., FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR FISCAL YEARS BEFORE 2011. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST IN CHARITABLE REMAINDER TRUST 76,867. GAIN ON INTEREST SWAP AGREEMENT REPORTED ON JEWISH FAMILY AND CHILDREN'S FDN 147,714. INVESTMENT FEES NETTED WITH NET GAIN/LOSS FROM INVESTMENTS ON AUDITED FS -97,720. CONTRIBUTION - MERGER OF NET ASSETS 139,730. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B -485,268. DIRECT RENTAL EXPENSES REPORTED ON FORM 990, PART VIII, LINE 6B -633,646. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B 485,268. EXPENSES REPORTED ON JEWISH FAMILY AND CHILDREN'S FOUNDATION TAX RETURNS 294,591. DIRECT RENTAL EXPENSES REPORTED ON FORM 990, PART VIII, LINE 6B 633,646. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEES NETTED WITH NET GAIN/LOSS FROM INVESTMENTS ON AUDITED FS 97,720. 1 RUSSIA AND THE NEWLY INDEPENDENT STATES 0 0 PROGRAM SERVICES EDUCATIONAL ASSISTANCE, PARENTAL SUPPORT AND THERAPIES FOR HANDICAPPED INDIVIDUALS. 41000 0 0 0 0 0 0 41000 0 41000 RUSSIA & THE NEWLY INDEPENDENT STATES - ARMENIA, AZERBIJAN, BELARUS, EDUCATIONAL ASSISTANCE, PARENTAL SUPPORT AND THERAPIES FOR HANDICAPPED INDIVIDUALS. 41000 WIRE TRANSFER 1 1 0 0 0 0 0 PART I, LINE 2: 1) AN ANNUAL BUDGET IS CREATED PRIOR TO THE START OF EACH NEW FISCAL YEAR. THIS BUDGET IS SHARED WITH JF&CS AND MONITORED QUARTERLY. 2) THERE IS ON-GOING CONTACT AND COMMUNICATION THROUGH OUT THE YEAR WITH THE FOREIGN ORGANIZATION. 3) THE FOREIGN ORGANIZATION IS REQUIRED TO SUBMIT PROJECT REPORTS TO JF&CS SEVERAL TIMES A YEAR AND IS REQUIRED TO SUBMIT DETAILS ON ANY QUESTIONS RAISED BY THOSE PROJECT REPORTS. 4) AT LEAST TWICE A YEAR, AN INDIVIDUAL ASSOCIATED WITH THE PROGRAM MAKES AN ON-SITE VISIT TO THE ORGANIZATION TO MONITOR THE PROGRAM. ANY CONCERNS RAISED WOULD BE FORWARDED TO JF&CS IF THE PERSON DOING THE ON-SITE MONITORING IS NOT AN EMPLOYEE OF JF&CS. BENEFIT DINNER 814446 755121 59325 25000 81028 2750 107575 WOMEN'S BREAKFAST 263652 226000 37652 2433 15448 24800 47961 3 387710 332341 55369 4785 30383 48776 94329 1465808 1313462 152346 32218 126859 76326 249865 485268 -332922 X X X 0 0 0 0 0 0 0 0 0 RIMMA ZELFAND EXECUTIVE DIRECTOR 221380 0 12588 0 7415 0 4095 0 16997 0 262475 0 0 0 A KEENE METZGER CFO 176212 0 8064 0 4968 0 3610 0 20660 0 213514 0 0 0 ALAN JACOBSON SR VP OF PROGRAMS 164800 0 7175 0 512 0 3361 0 1494 0 177342 0 0 0 IRA SCHOR DIRECTOR OF OPERATIONS 147558 0 6466 0 1992 0 2896 0 3796 0 162708 0 0 0 ELLEN LASH DIR. OF HEALTHCARE OPERATIONS 140293 0 0 0 760 0 2063 0 11562 0 154678 0 0 0 ANNA KESHISHYAN NURSE 138690 0 0 0 15 0 0 0 22957 0 161662 0 0 0 NADEZDA MUSATOVA-PEROVA NURSE 147912 0 0 0 10 0 0 0 25678 0 173600 0 0 0 X 263364 FMV X PROPERTY AND 1 74726 FMV 0 0 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS OR CONTRIBUTORS FOR FOOD INVENTORY IS NOT DETERMINABLE DUE TO THE LARGE QUANTITY OF FOOD DONATED BY MULTIPLE DONORS TO THE ORGANIZATION. THE NUMBER OF CONTRIBUTIONS FOR PROPERTY AND EQUIPEMENT IS BASED ON THE NUMBER OF DONORS. FORM 990, PART VI, SECTION A, LINE 4 THE BYLAWS WERE AMENDED IN 2013 2014 AND THE FOLLOWING ARE THE CHANGES: AS OF JUNE 2, 2014, EACH DIRECTOR SHALL BE ELECTED TO AN INITIAL ONE, TWO OR THREE YEAR TERM SO THAT THE DIRECTORS' TERMS ARE STAGGERED. EACH DIRECTOR MAY BE RE-ELECTED TO SUCCESSIVE TERMS OF THREE YEARS PROVIDED THAT NO DIRECTOR SHALL BE RE-ELECTED AFTER SERVING THREE CONSECUTIVE THREE YEAR TERMS UNLESS THE MAJORITY OF THE FULL BOARD APPROVES A WAIVER OF THE TERM LIMIT. FORM 990, PART VI, SECTION B, LINE 11 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 (AJFCS) WHICH COMPARES JF&CS TO SEVEN 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 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 76,867. CONTRIBUTION - MERGER OF NET ASSETS FROM JFS WORCESTER 139,730. FORM 990, PART I, LINE 6: VOLUNTEERS ARE RECORDED IN THE VOLGISTICS DATABASE AND WE UTILIZED 2,176 VOLUNTEERS IN FY14. 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 OPPORTUNITIES 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 11B, II JEWISH FAMILY & CHILDREN'S SERVICE INC 1 JEWISH FAMILY SERVICE OF WORCESTER INC 646 SALISBURY STREET WORCESTER MA 01609 042104350 SOCIAL SERVICES MA 501(C)(3) LINE 7 JEWISH FAMILY & CHILDREN'S SERVICE INC 1 CHARITABLE REMAINDER TRUST (1) CHARITABLE TRUST MA JEWISH FAMILY & CHILDREN'S SERVICE T 1 0 0 0 1 0 0 0 0 0 0 0 1 0 1 1 1 0 1 1 JEWISH FAMILY SERVICE OF WORCESTER INC R 469630 BOOK JEWISH FAMILY SERVICE OF WORCESTER INC L 11000 BOOK JEWISH FAMILY AND CHILDREN'S FOUNDATION INC P 337344 BOOK