2015-05-19T15:10:15-07:00 2014-06-30 990 2013-07-01 910565537 Jewish Family Service of Seattle JEWI 2064613240 1601 16th Avenue Seattle WA 981224000 Marie North Director of Finance, Interim 2067263601 2015-05-18 2013 2016-02-25 16:41:14Z JFS Marie North 1601 16th Avenue Seattle WA 981224000 27040602 0 X www.jfsseattle.org X 1892 WA Jewish Family Service (JFS) helps vulnerable individuals and families in the Puget Sound region achieve well-being, health and stability. 28 27 224 1592 0 0 7463248 6447047 2315726 2242128 1218513 2077651 -184648 -112476 10812839 10654350 941300 1797123 0 0 5933389 6432377 0 0 836872 2363353 2206740 9238042 10436240 1574797 218110 37684289 37900239 7213381 6895250 30470908 31004989 Mission: JFS helps vulnerable individuals and families in the Puget Sound region achieve well-being, health and stability. Approach: Jewish history and values guide our work; therefore, we provide effective services to people of all backgrounds and also have a responsibility to meet the particular needs of Jewish individuals and families in the region. 0 0 2651162 3779 1851220 Aging in Place Services: Provides services allowing clients to continue living in their home environment with personal care and homemaker services, including meal preparation and completing or assisting with errands. Professional care management services are available to clients and their families to assist in coordinating medical and other appointments. Geriatric care managers meet with families concerned about an aging loved one to explore options for receiving needed care and address barriers to implementing changes. Free services are also available to family caregivers, including respite care, financial assistance,housekeeping, errands and more. 1567227 326567 0 Refugee and Immigrant Services: Coordinates resettlement efforts for refugees and immigrants and provides a variety of employment services, information and assistance service, language classes and social services. Staff assists clients with employment assessment, job readiness, employment counseling, job placement and job retention. Clients are provided with outreach and other services in their own language. Refugees and immigrants from all over the world are supported and encourgaged as they integrate successfully into their new environments. Staff provides assistance in applying for low-cost housing,translation services for school, medical and legal needs and government agencies, assistance with citizenship applications, classes and support and referral services. 1174234 724104 0 Emergency Services & Food Bank: Offers basic emergency services to those with the most critical needs. Caseworkers assist clients in assessing their situation and creating action plans that meet their immediate critical needs, with long-term stabilization as the goal. Emergency financial assistance is available to help pay for various emergencies such as housing, transportation, medical needs, past due utility bills, avoiding eviction or providing school clothing. The food bank operates year-round and includes two locations in the greater Seattle area, along with a home delivery program staffed by volunteers from the community. 2794714 742672 387894 Services include independent living assistance for disabled adults; counseling for families and individuals; counseling and support for clients struggling with addiction; support and outreach programs for individuals in abusive relationships; family life education and outreach programs for people in need of support, guidance and expertise in order to strengthen relationships and connections to community; and a one-time endowment grant to a related organization. 2794714 742672 387894 8187337 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 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 100 0 224 1 0 0 0 0 0 1 1 0 0 0 0 1 0 X 28 27 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 WA X X Marie North 2064613240 1601 16th Avenue Seattle WA 981224000 Eric LeVine President 15 0 X X 0 0 0 Gail Mautner President-Elect 8 0 X X 0 0 0 Michele Rosen 1st Vice President 4 0 X X 0 0 0 Richard Gumpert Treasurer 4 0 X X 0 0 0 Laurie Minsk Secretary 3 0 X X 0 0 0 Emily Alhadeff Immediate Past President 6 0 X 0 0 0 Stephanie Axelrod Director 4 0 X 0 0 0 Etan Basseri Director 1 0 X 0 0 0 Michael Bernstein Director 2 0 X 0 0 0 Eric Candell Director 2 0 X 0 0 0 Carolee Danz Director 2 0 X 0 0 0 Susan Eastern Director 1 0 X 0 0 0 JoAnn Forman Director 2 0 X 0 0 0 Amy Fulton Director 1 0 X 0 0 0 Gordon Godfred Director 1 0 X 0 0 0 Rochelle Goffe Director 2 0 X 0 0 0 Dawn Gold Director 1 0 X 0 0 0 Gerry Goldman Director 2 0 X 0 0 0 Carol Gown Director 2 0 X 0 0 0 Delia Jampel Director 2.50 0 X 0 0 0 Margot Kravette Director 5 0 X 0 0 0 Ed Malakoff Director 1 0 X 0 0 0 Joan Morse Director 1 0 X 0 0 0 Marty Nelson Director 2 0 X 0 0 0 Jon Rosen Director 3 0 X 0 0 0 Julia Schechter Director 2.00 0 X 0 0 0 Carol Sidell Director 1.5 0 X 0 0 0 Alisa Weise Director 3 0 X 0 0 0 William Berkovitz Chief Executive Officer 37.50 0 X X X 99715 0 0 Claudia Berman Chief Operating Officer 37.5 0 X 107396 0 14954 Lisa Golden Chief Development Officer 37.5 0 X 114093 0 10050 Marie North Director of Finance 37.50 0 X 88599 0 12379 Ken Weinberg Former Chief Executive Officer 10 0 X 277057 0 22198 686860 0 59581 3 1 1 0 0 409512 0 1189687 156382 1469062 3222404 512075 6447047 Client service fees 624120 2068599 2068599 0 0 Counseling services 621330 158620 158620 0 0 Event fees 611710 11895 11895 0 0 Other miscellaneous fee revenues 900002 3014 3014 0 0 0 0 0 0 2242128 590466 0 0 590466 0 0 0 0 0 0 0 0 0 0 17736761 0 16249576 0 1487185 0 1487185 0 0 1487185 24200 1189687 136676 -112476 0 -112476 0 10654350 2242128 0 1965175 709800 709800 1087323 1087323 0 0 765504 196460 411942 157102 4496850 3836736 331838 328276 187698 154702 18910 14086 514012 435815 49603 28594 468313 409032 20727 38554 0 0 0 0 13537 1348 11926 263 139021 82364 49676 6981 0 0 0 0 0 0 0 0 0 0 273027 156996 87962 28069 106450 67694 4555 34201 251954 118576 73432 59946 368873 285794 53420 29659 86459 72359 10659 3441 80061 40890 29642 9529 99842 55775 32030 12037 499171 358239 92872 48060 115960 37415 75244 3301 Financial Expenses 61389 3181 39416 18792 Business taxes and licenses 48265 44814 3451 0 Memberships 20376 5544 13802 1030 Bad Debt 41435 27409 0 14026 920 -929 924 925 10436240 8187337 1412031 836872 819482 1097433 0 0 5314095 4028075 911323 1205020 0 0 0 0 0 0 0 0 308993 244122 13505512 1992712 11849606 11512800 18480790 19812789 0 0 0 0 0 0 0 0 37684289 37900239 843381 785250 0 0 0 0 6370000 6110000 0 0 0 0 0 0 0 0 0 0 7213381 6895250 X 16284654 16344232 8137029 8279975 6049225 6380782 30470908 31004989 37684289 37900239 218110 315971 130200 -130200 0 0 X 0 1 X 1 1 1 X 3995533 4218566 5652996 7463248 6447047 27777390 0 0 0 0 0 0 0 0 0 0 0 0 3995533 4218566 5652996 7463248 6447047 27777390 1078110 26699280 397399 507448 435649 527596 590466 2458558 0 0 0 0 0 0 0 0 0 0 0 0 30235948 0 0.88303 0.8383 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5779525 338615 904595 0 308810 5683 6708242 4692137 491296 753755 0 154320 3343 5779525 4049453 729347 78816 0 163050 2429 4692137 3241889 20000 849635 0 55395 3685 4052444 2855506 214265 308991 0 134065 2808 3241889 0 0.876 0.124 0 0 0 520000 520000 0 12149708 1585123 10564585 0 139646 0 139646 0 696158 407589 288569 0 0 0 0 11512800 0 0 X Schedule D, Part V, Line 4 The endowment funds are used to partially fund the operational expenses of the Agency each year. The intent of the endowment investment assets is to distribute funds at a steady and stable rate independent of market cycles. Schedule D, Part X, Line 2 The Agency follows the provisions of authoritative guidance relating to accounting for uncertain tax positions. The Agency recognizes the tax benefit from certain tax positions only if it is more likely than not that the tax prositions 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 settlement. The Agency recognizes interest and penalties related to income tax matters in income tax expense. As of June 30, 2014, the Agency had no uncertain tax positions requiring accrual. The U.S. federal statute of limitations remains open for fiscal years 2011 - 2013. Annual Luncheon 1213887 1189687 24200 0 0 51978 33617 34920 16161 0 0 1213887 1189687 24200 0 0 51978 33617 34920 16161 136676 -112476 1 Seattle Association for Jews with Disabilities 1601 16th Avenue Seattle WA 981224000 911645137 501(c)(3) 709800 0 USD N/A During the fiscal year ended June 30, 2014, the JFS Board of Directors authorized a permanently restricted gift to the SAJD Foundation in the amount of $709,800. This amount represented the proceeds and investment earnings related to the sale of real estate property that had orginally been donated to the SAJD Independent Living program, but was no longer need for the operational purposes. 1 0 Food assistance 3904 154887 381875 $1.66/pound for non-cash assistance Provide basic food supplies to low income recipients. Housing assistance 461 123789 0 USD Eviction prevention rental payments, utility payments and other cash assistance for low-income recipients. Financial assistance to refugees and immigrants 231 326567 0 USD Housing, utility, buss passes and cash assistance to refugees entering the U.S. Assistance for victims of domestic violence 94 25063 0 USD Scholarships 90 26696 0 USD Scholarships for daycare and children camps Medical needs 48 13644 0 USD Assistance for medications or other medical equipment for low-income individuals. Funeral services 8 18335 0 USD Funeral services for low-income families in the Jewish community. Other cash assistance 50 16467 0 USD Other cash assistance for low-income individuals. Schedule I, Part I, Line 2 Agency staff meet with clients to perform initial assessments of the clients' needs and determine eligibility for assistance within established criteria parameters. The Agency maintains detailed case management files, which include the above assessments and eligibility documentation. Direct financial assistance is primarily paid directly to the end recipient, such as the landlord or utility company, to ensure funds are used as intended by the grant. X X X X X 0 0 0 0 0 0 0 1 0 Ken Weinberg Former Chief Executive Officer 241017 0 30000 0 6040 0 10000 0 14399 0 301456 0 0 0 Schedule J, Part I, Line 7 Ken Weinberg: $30,000 bonus paid A Washington Health Care Facilities Authority 911108929 000000000 2011-02-17 6500000 Building construction 0 1 0 A 0 0 6500000 0 0 0 0 0 0 6500000 0 0 2012 0 0 1 1 A 0 0 0 0 0 0 0 0 0 0 A 0 0 0 0 1 0 0 0 0 A 0 X 27 379061 traded value X 230045 381875 $1.66/pound 1 0 1 1 Schedule M, Part I, Line 32b The Agency uses a 3rd party to sell donations of automobiles. The value of the donation is based on the cash received after the sale. These amounts are not included in non-cash donations. During the fiscal year, the Agency received $19,573 in cash proceeds. Form 990, Part VI, Section A, Line 2 Michele Rosen, 1st Vice President, has a business relationship with Carol Sidell, Director. Form 990, Part VI, Section B, Line 11b The Form 990, excluding Schedule B, was provided to each director concurrent with filing the tax return. In order to ensure the confidentiality of our donor information, the Agency has elected to exclude Schedule B to individuals ouside of executive management. This is consistent with the practice in prior years. Form 990, Part VI, Section B, Line 12c The Agency provides questionnaires to all officers, directors and key employees to determine if conflicts exist. If a conflict is found relating to a matter discussed by the board or sub-committee of the board or subject to a board vote, the director in conflict abstains from diliberations and does not vote on the issue. Form 990, Part VI, Section B, Line 15 The compensation of the CEO was reviewed by the Human Resources Committee, a sub-committee of the Board of Directors. Comparibility data was utilized in the analysis, including comparisons with similar organizations and the United Way published salary ranges for employees in non-profit organizations. Form 990, Part VI, Section C, Line 19 The Agency provides goverance, policies and financial documents to the public upon request. Seattle Association fof Jewish with Disabilities Supporting Foundation 1601 16th Avenue Seattle WA 981224000 911645137 Financial support for independent living program of JFS. WA 501(c)(3) 509(a)(3) Type III N/A 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 The Finance Director position has been in transition since December 2014. The previous director left on maternity leave earlier than expected and stayed on leave longer than anticipated. The successor director has also recently left on maternity leave. The previous director returned on a part-time basis to assist with this tax return and other areas while the successor director is out on leave; however, the tax return was not completed on time.