2015-07-21T10:01:12-05:00 2014-12-31 331068007 MARKHAM NORTON MOSTELLER WRIGHT & CO 8961 CONFERENCE DRIVE SUITE 1 FORT MYERS FL 33919 990 2014-01-01 453980909 JEWISH FAMILY AND COMMUNITY SERVICES OF SOUTHWEST FLORIDA INC JEWI 2393254444 5025 CASTELLO DRIVE NO 101 NAPLES FL 34103 JACLYNN FAFFER PRESIDENT/CEO 2393254444 2015-07-15 1 KAREN MOSTELLER P00184438 2394335554 2014 2016-02-25 16:41:14Z JACLYNN FAFFER 5025 CASTELLO DR STE 101 NAPLES FL 34103 1483203 0 X WWW.JFCSSWFL.ORG X 2011 FL THE MISSION OF JFCS IS TO SUPPORT INDIVIDUALS AND FAMILIES OF ALL AGES BY PROVIDING A WIDE RANGE OF SOCIAL SERVICES INCLUDING MENTAL HEALTH COUNSELING, CASE MANAGEMENT, FINANCIAL ASSISTANCE AND CRISIS INTERVENTION. 25 25 14 104 0 0 601266 1381842 14036 49054 231 26519 -9922 -4425 605611 1452990 0 0 0 0 349380 529981 0 0 101752 228367 495855 577747 1025836 27864 427154 1052797 699919 908525 128493 144272 571426 X THE MISSION OF JFCS IS TO SUPPORT INDIVIDUALS AND FAMILIES OF ALL AGES BY PROVIDING A WIDE RANGE OF SOCIAL SERVICES INCLUDING MENTAL HEALTH COUNSELING, CASE MANAGEMENT, FINANCIAL ASSISTANCE AND CRISIS INTERVENTION. 0 0 139562 48937 FINANCIAL ASSISTANCE -IN 2014 JFCS PROVIDED FINANCIAL ASSISTANCE TO 238 INDIVIDUALS, RANGING IN AGE FROM 6 TO 102. THE GOAL OF THE JFCS FINANCIAL ASSISTANCE PROGRAM IS TO PREVENT HOMELESSNESS AND HUNGER. JFCS STRIVES TO PREVENT HOMELESSNESS BY PAYING, ON AN EMERGENCY BASIS, RENT, MORTGAGE PAYMENTS AND UTILITIES. A JFCS CASE MANAGER WORKS WITH FINANCIAL ASSISTANCE INDIVIDUALS AND FAMILIES TO HELP THEM MAKE CHANGES IN THEIR SITUATIONS AND BECOME INDEPENDENT. ALL BILLS ARE PAID DIRECTLY TO THE VENDOR AND NO MONEY IS GIVEN DIRECTLY TO A CLIENT. TO ADDRESS ISSUES OF HUNGER AND FOOD INSECURITY JFCS HAS A FOOD PANTRY THAT SERVES APPROXIMATELY 70 INDIVIDUALS EACH MONTH. JFCS PROVIDES MONTHLY GIFT CARDS TO THE LOCAL SUPERMARKET SO THAT FRESH FRUITS AND VEGETABLES CAN BE PURCHASED TO SUPPLEMENT THE CANNED AND BOXED FOOD THAT IS AVAILABLE THROUGH THE JFCS FOOD PANTRY. 295016 SENIOR CENTER - ON JANUARY 22, 2014 JFCS OPENED THE FIRST SENIOR CENTER IN COLLIER COUNTY. OPEN TO ALL DENOMINATIONS OF ADULTS AGE 60 YEARS AND OLDER THE NAPLES SENIOR CENTER HELPS SENIORS MAINTAIN A HEALTHY, SATISFYING QUALITY OF LIFE BY PROVIDING SERVICES AND ACTIVITIES IN A NURTURING ENVIRONMENT. THESE ACTIVITIES ALSO ENABLE SENIORS TO FUNCTION MORE INDEPENDENTLY IN THE COMMUNITY. ON DECEMBER 31, 2014, THERE WERE 510 MEMBERS OF THE SENIOR CENTER. MEMBERSHIP IS REPRESENTATIVE OF ALL RACES AND RELIGIONS. MANY ARE PHYSICALLY FRAIL. WHAT THEY ALL HAVE IN COMMON IS A NEED FOR ASSISTANCE IN SOCIALIZATION TO ADDRESS THEIR ISOLATIONS AND FEELINGS OF LONELINESS. THE NAPLES SENIOR CENTER IS OPEN 5 DAYS A WEEK OFFERING A WEEKLY HOT LUNCH AND ENTERTAINMENT, ART CLASSES, COMPUTER INSTRUCTION, LECTURES, CARDS, DISCUSSION GROUPS AND EXERCISE. 201696 MENTAL HEALTH SERVICES - IN 2014 JFCS PROVIDED MENTAL HEALTH SERVICES TO 168 INDIVIDUALS BETWEEN THE AGES OF 5 AND 98. SERVICES INCLUDED INDIVIDUAL, COUPLE, FAMILY AND GROUP THERAPY PROVIDED BY A FLORIDA LICENSED CLINICAL SOCIAL WORKER. SERVICES ARE AVAILABLE TO EVERYONE IN THE COMMUNITY REGARDLESS OF ABILITY TO PAY. FEES ARE CHARGED ON AN INCOME-BASED SLIDING SCALE. ISSUES FACED BY CLIENTS SEEKING MENTAL HEALTH COUNSELING FROM JFCS INCLUDE DEPRESSION, ANXIETY, LIFE-CYCLE ISSUES RELATED TO GRIEF AND LOSS, PARENTING, SEPARATION OR DIVORCE AND RELATIONSHIP ISSUES. IN MOST CASES A SHORT-TERM THERAPY MODEL IS USED, WHERE GOALS AND OBJECTIVES ARE CLEARLY ESTABLISHED. 55800 COMMUNITY OUTREACH - IN 2014 APPROXIMATELY 2,975 INDIVIDUALS PARTICIPATED IN JFCS COMMUNITY OUTREACH PROGRAMS. THESE PROGRAMS INCLUDED PJ LIBRARY, A PROGRAM OF HOME DELIVERED AGE APPROPRIATE BOOKS AND MEDIA FOR CHILDREN AGES 6 MONTHS THROUGH 8 YEARS OF AGE; A NETWORKING GROUP FOR PROFESSIONALS BETWEEN THE AGES OF 21 TO 30; A VARIETY OF EDUCATIONAL PROGRAMS INCLUDING 'YOU AND YOUR AGING PARENTS', 'CAREGIVING FOR THE VISUALLY IMPAIRED', 'RAISING CHARITABLE CHILDREN' AND OTHER TOPICS RELATED TO THE JFCS MISSION. 135575 SENIOR SERVICES - IN 2014 JFCS PROVIDED CASE MANAGEMENT SERVICES TO 135 FRAIL SENIORS, RANGING IN AGE FROM 60 TO 102. SERVICES INCLUDED THE DEVELOPMENT OF A COMPREHENSIVE ASSESSMENT AND CARE PLAN; REFERRAL AND CONNECTION TO APPROPRIATE COMMUNITY RESOURCES; ON-GOING CONTACT WITH OUT OF TOWN FAMILY MEMBERS ON BEHALF OF THE FRAIL SENIOR FAMILY MEMBER, ON-GOING MONITORING THROUGH HOME VISITS BY THE CASE MANAGER; AND A MONTHLY CONGREGATE LUNCH PROGRAM. WHEN INDICATED, A LICENSED CLINICAL SOCIAL WORKER PROVIDED MENTAL HEALTH COUNSELING IN THE FRAIL SENIOR'S HOME. 191375 827649 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 14 1 0 0 0 0 0 0 0 0 X 25 25 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X THE ORGANIZATION 2393254444 5025 CASTELLO DRIVE NO 101 NAPLES FL 34103 MILLIE SERNOVITZ IMMEDIATE PAST CHAIR 3.00 X 0 0 0 DR EDWIN EZRINE DIRECTOR 3.00 X 0 0 0 ELLEN WOLLMAN DIRECTOR 3.00 X 0 0 0 MYRA FRIEDMAN DIRECTOR 3.00 X 0 0 0 MICHAEL R GREENBERG DIRECTOR 3.00 X 0 0 0 BOBBIE KATZ DIRECTOR 3.00 X 0 0 0 DEBORAH KOHLER DIRECTOR 3.00 X 0 0 0 MARVIN LADER DIRECTOR 3.00 X 0 0 0 DAVID RUTSTEIN DIRECTOR 3.00 X 0 0 0 DEBBY WARANCH DIRECTOR 3.00 X 0 0 0 BARBARA LEVINE DIRECTOR 3.00 X 0 0 0 LEDA ZBAR DIRECTOR 3.00 X 0 0 0 JUDITH ZICKLER DIRECTOR 3.00 X 0 0 0 EDWARD ANCHEL DIRECTOR 3.00 X 0 0 0 PHYLLIS BAROLSKY DIRECTOR 3.00 X 0 0 0 HENRY COHEN DIRECTOR 3.00 X 0 0 0 PRENTISS HIGGINS DIRECTOR 3.00 X 0 0 0 ALAN JAFFE DIRECTOR 3.00 X 0 0 0 JEFF LYTLE DIRECTOR 3.00 X 0 0 0 JOHN PASSIDOMO DIRECTOR 3.00 X 0 0 0 DR JACLYNN FAFFER PRESIDENT/CEO 40.00 X 120194 0 19011 SUSAN RITTER TREASURER 10.00 X 0 0 0 RICHARD A GOLDBLATT CHAIR 10.00 X 0 0 0 NANCY COLODNY VICE CHAIR 3.00 X 0 0 0 STUART E PRICE SECRETARY 3.00 X 0 0 0 A SCOTT HANSEN VICE CHAIR 3.00 X 0 0 0 120194 0 19011 1 0 0 0 0 30024 1351818 2352 1381842 DIRECT FINANCIAL ASSIS 624100 32750 32750 FEE REVENUE 624100 16304 16304 49054 286 286 26350 0 117 26350 -117 26233 -117 26350 25671 30024 30096 -4425 -4425 1452990 48937 0 22211 X 120194 102165 18029 295177 251845 21202 22130 22088 15461 5965 662 58762 52100 2932 3730 33760 26846 5245 1669 1497 303 1194 12068 12068 47812 10478 3334 34000 130676 111546 9947 9183 28423 25203 1674 1546 MEALS 67792 65357 1620 815 ADMINISTRATIVE SERVICES 35609 29483 6126 MARKETING 25165 19980 2696 2489 SENIOR FINANCIAL SERVIC 21876 21876 124937 95006 10529 19402 1025836 827649 96435 101752 13495 10035 364494 393916 95000 25000 2351 17435 28270 270074 46124 142881 223950 419492 16397 1052797 699919 82012 53738 246513 74755 580000 0 908525 128493 X 132313 235602 11959 335824 144272 571426 1052797 699919 427154 0 X X 0 1 X 1 0 X 21240 569323 523663 1378168 2492394 21240 569323 523663 1378168 2492394 229987 2262407 59 231 286 576 2492970 218977 0.90750 0.82030 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 120913 7071 113842 55192 19552 35640 93969 19501 74468 223950 X 1483203 30213 30213 1452990 0 1452990 1056049 117 30096 30213 1025836 0 1025836 PART X, LINE 2: THE FINANCIAL ACCOUNTING STANDARDS BOARD HAS ISSUED GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES AND JFCS HAS ADOPTED THIS GUIDANCE. JFCS HAS EVALUATED ITS TAX POSITIONS AND ANY ESTIMATES UTILIZED IN ITS TAX RETURNS, AND CONCLUDED THAT IT HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS WILL BE RECOGNIZED IN INCOME TAX EXPENSE, IF REQUIRED. PART XI, LINE 2D - OTHER ADJUSTMENTS: 2014 SPECIAL EVENT SALE OF ASSETS PART XII, LINE 2D - OTHER ADJUSTMENTS: 2014 SPECIAL EVENT 2ND ANNUAL FUNDRAISER 55695 30024 25671 405 18224 7042 4425 55695 30024 25671 405 18224 7042 4425 30096 -4425 FORM 990, PART VI, SECTION B, LINE 11 EACH MEMBER OF THE EXECUTIVE BOARD RECEIVES A COPY OF THE TAX RETURN FOR REVIEW PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY IS ENFORCED BY EACH OFFICER AND DIRECTOR ANNUALLY COMPLETING A CONFLICT OF INTEREST DISCLOSURE STATEMENT WHICH IS RETAINED IN THE CONFIDENTIAL FILES OF JFCS. FORM 990, PART VI, SECTION B, LINE 15 A COMMITTEE OF THE BOARD MEETS PRIOR TO THE START OF EACH FISCAL YEAR TO REVIEW A SALARY SURVEY OF SIMILAR POSITION AND SIMILAR SIZED ORGANIZATIONS WITHIN THE INDUSTRY IN DETERMINING THE PRESIDENT/CEO AND/OR KEY EMPLOYEES SALARIES. FORM 990, PART VI, SECTION C, LINE 19 ALL ORGANIZATION DOCUMENTS, POLICIES AND FINANCIAL RECORDS ARE MAINTAINED AT THE CORPORATE OFFICE. FORMS 1023 AND 990 ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. FORM 990, PART IX, LINE 24E DIRECT FINANCIAL ASSISTANCE: PROGRAM SERVICE EXPENSES 19,226. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 19,226. NEWSLETTER: PROGRAM SERVICE EXPENSES 14,701. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14,701. INSURANCE: PROGRAM SERVICE EXPENSES 11,640. MANAGEMENT AND GENERAL EXPENSES 1,485. FUNDRAISING EXPENSES 1,463. TOTAL EXPENSES 14,588. EQUIPMENT RENTAL & REPAIRS: PROGRAM SERVICE EXPENSES 10,901. MANAGEMENT AND GENERAL EXPENSES 854. FUNDRAISING EXPENSES 1,229. TOTAL EXPENSES 12,984. OFFICE SUPPLIES: PROGRAM SERVICE EXPENSES 10,289. MANAGEMENT AND GENERAL EXPENSES 724. FUNDRAISING EXPENSES 705. TOTAL EXPENSES 11,718. COMPUTER SUPPORT: PROGRAM SERVICE EXPENSES 9,349. MANAGEMENT AND GENERAL EXPENSES 1,266. FUNDRAISING EXPENSES 962. TOTAL EXPENSES 11,577. PRINTING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 94. FUNDRAISING EXPENSES 8,001. TOTAL EXPENSES 8,095. BOARD/STAFF DEVELOPMENT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 2,679. FUNDRAISING EXPENSES 5,071. TOTAL EXPENSES 7,750. TELEPHONE: PROGRAM SERVICE EXPENSES 4,223. MANAGEMENT AND GENERAL EXPENSES 449. FUNDRAISING EXPENSES 518. TOTAL EXPENSES 5,190. MILEAGE: PROGRAM SERVICE EXPENSES 4,722. MANAGEMENT AND GENERAL EXPENSES 22. FUNDRAISING EXPENSES 246. TOTAL EXPENSES 4,990. DUES & PUBLICATIONS: PROGRAM SERVICE EXPENSES 1,859. MANAGEMENT AND GENERAL EXPENSES 1,927. FUNDRAISING EXPENSES 297. TOTAL EXPENSES 4,083. ADVERTISING: PROGRAM SERVICE EXPENSES 2,463. MANAGEMENT AND GENERAL EXPENSES 376. FUNDRAISING EXPENSES 347. TOTAL EXPENSES 3,186. BANK & CREDIT CARD FEES: PROGRAM SERVICE EXPENSES 2,297. MANAGEMENT AND GENERAL EXPENSES 528. FUNDRAISING EXPENSES 356. TOTAL EXPENSES 3,181. PJ LIBRARY: PROGRAM SERVICE EXPENSES 1,976. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,976. POSTAGE: PROGRAM SERVICE EXPENSES 1,185. MANAGEMENT AND GENERAL EXPENSES 125. FUNDRAISING EXPENSES 207. TOTAL EXPENSES 1,517. COUNSELING: PROGRAM SERVICE EXPENSES 175. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 175. FORM 990, PART XII, LINE 2C EXPLANATION THERE WERE NO CHANGES TO THE SELECTION PROCESS OR OVERSIGHT PROCESS OF THE COMMITTEE THAT MANAGES THE FINANCIAL STATEMENT AUDIT PROCESS.