JEWISH FAMILY SERVICE OF SAN DIEGO: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- JEWISH FAMILY SERVICE OF SAN DIEGO (EIN 95-1644024)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-01-30
- IRS object ID
- 201400309349300120
- Schema version
- 2012v2.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-01-30T08:47:28-08:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Leaf & Cole LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2810 Camino Del Rio South Suite 200 | AddressLine1 |
| City | San Diego | City |
| State | CA | State |
| ZIP Code | 921083820 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951644024 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWISH FAMILY SERVICE OF SAN DIEGO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JEWI | NameControl |
| Phone | 8586373000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8804 BALBOA AVENUE | AddressLine1 |
| City | SAN DIEGO | City |
| State | CA | State |
| ZIP Code | 92123 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GUINEVERE KERSTETTER | Name |
| Title | CFO | Title |
| Date Signed | 2014-01-29 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JULIE A FIRL | Name |
| PTIN | P00085551 | PTIN |
| Phone | 6192947200 | Phone |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 24076534 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| All Affiliates Included | false | AllAffiliatesIncluded |
| Organization501c3 | X | Organization501c3 |
| Web Site | http://www.jfssd.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1918 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | Jewish Family Service provides programs that are diverse yet complimentary to address the community's growing human care needs. Services are available to all in need of ASSISTANCE REGARDLESS OF religion, race, ethnicity, nationality, age or sexual orientation. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 25 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 25 | NbrIndependentVotingMembers |
| Total Nbr Employees | 344 | TotalNbrEmployees |
| Total Nbr Volunteers | 957 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 15030865 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 20845797 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 1177600 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 1484555 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1666944 | InvestmentIncomePriorYear |
| Investment Income Current Year | 859011 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 925274 | OtherRevenuePriorYear |
| Other Revenue Current Year | 721545 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 18800683 | TotalRevenuePriorYear |
| Total Revenue Current Year | 23910908 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 996229 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 981615 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 10720087 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 11154470 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 192782 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1816814 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 4094134 | OtherExpensePriorYear |
| Other Expenses Current Year | 4940068 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 15810450 | TotalExpensesPriorYear |
| Total Expenses Current Year | 17268935 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2990233 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 6641973 | RevenuesLessExpensesCY |
| Total Assets BOY | 29808224 | TotalAssetsBOY |
| Total Assets EOY | 39140349 | TotalAssetsEOY |
| Total Liabilities BOY | 2285026 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 4058969 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 27523198 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 35081380 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | Jewish Family Service provides programs that are diverse yet complimentary to address the community's growing human care needs. Services are available to all in need of ASSISTANCE REGARDLESS OF religion, race, ethnicity, nationality, age or sexual orientation. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 4413637 | Expense |
| Grants | 38213 | Grants |
| Revenue | 2552422 | Revenue |
| Description | Community ServicesAdoption Alliance of Southern California is a nonprofit adoption agency, licensed by the State of California and fully Hague Accredited, providing international and domestic homestudies, post-placement studies, parent education, consultations, groups and referrals. Stars of David, a program within Adoption Alliance, is a national network of support and information for Jewish and interfaith families with adopted children. Community Case Management provides professional crisis case managers dedicated to empowering the client and their family to return to self-sufficiency after an unstable situation. Case managers have multiple specialty areas and provide the necessary resources, referrals, and services critical to the clients physical, emotional, and spiritual well-being. Girls Give Back is a leadership, empowerment and service-learning program for young Jewish women. Girls Give Back promotes Jewish values while developing social-mindedness, critical thinking, healthy self-esteem, and empathy in high school girls.In conjunction with the Hand Up Teen Leadership Program, the award winning Hand Up Youth Food Pantry distributes food to low-income and homeless individuals and families at multiple sites in San Diego County. It provides a unique opportunity for youth and groups to volunteer in the food pantry.The nationally-recognized Hand Up Teen Leadership Program offers high school students a unique opportunity to learn about social change and see the difference they can make in our community. Students use leadership skills in a real-world setting by supporting the Hand Up Youth Food Pantry through direct service and advocacy.The Hunger Advocacy Network includes 16 organizational partners from across San Diego County who are actively involved in state-wide advocacy. Member organizations address an anti-hunger policy agenda through the state legislature and support Hunger Action Month activities in September.The Intensive Psychiatric Case Management program is for Jewish adults who require intensive ongoing support to live successfully in the community.Jewish BIGPals matches Jewish adult mentors with Jewish children from single-parent or non-traditional families. Mentors provide friendship, companionship, and life-enriching experiences to the children they mentor, enhancing their growth and development and helping them achieve their full potential.Supporting Jewish Single Parents (SJSP) actively welcomes and connects Jewish single parents and their children to the Jewish community. The program helps promote Jewish continuity and offers services that enhance a feeling of belonging and inclusion. North Coastal Jewish Connections links Jews living in the coastal area of North County to the Jewish community and JFS via a full spectrum of programs and services.The Jewish Healing Center provides short-term spiritual counseling and support, friendly visits, healing services, meditation, contemplative workshops, and support groups for chronic illness, bereavement, and spiritual direction.Established in 2008 in response to the economic crisis, the Jewish Employment Network supports Jewish individuals in their job search and helps connect Jewish community members with employers. Ways to Work is a character based car loan program for working families with poor or challenged credit. Qualified loan recipients can apply for a car loan and will receive on-going case management services to assist them in attaining self-sufficiency.Since 1918 JFS has offered resettlement services to newly arriving refugees and asylees from around the world. Refugee Resettlement and Acculturation program case managers work with refugee families providing financial assistance, social services, case management, and acculturation programs and workshops. Preferred Communities, a specialized medical case management program, assists newly arrived refugees with significant health issues. A skilled medical social worker helps connect and navigate a complex medical system while at the same time building cultural awareness and sensitivity to refugee issues with health care providers.The Prins Asylum Program offers pro-bono legal assistance for individuals who are experiencing or at risk of persecution in their homeland and are seeking protection in the United States. The Citizenship and Naturalization program provides services to qualified individuals that enable them to become US citizens.Volunteer Services provides and coordinates volunteer opportunities at JFS. More than 550 volunteers are active each month and these volunteers donated more than 62,850 hours this fiscal year. Volunteers are the heart of JFS, working directly with those in need and providing administrative support. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 4188387 | Expense |
| Grants | 330077 | Grants |
| Revenue | 2441855 | Revenue |
| Description | Aging & Wellness ServicesGeriatric Care Management provides comprehensive assessments, plan of care, coordination of services, consultations, advocacy and referrals for older adults in need.Serving Older Holocaust Survivors (SOS) program provides care management, home care, and emergency assistance services for low-income Jewish Holocaust survivors.CO-OP (Creating Opportunities for Older Persons) allows older adults to age in place in a supported community.The three social & wellness centers, College Avenue Center located at Congregation Beth Jacob, North County Inland Center located at Temple Adat Shalom and University City Older Adult Center located at Congregation Beth Israel, all provide daily activities, exercise and computer classes, educational programs and hot kosher lunches. The College Avenue Center also has available a nutritious salad bar in addition to the hot lunch.The Foodmobile program provides home delivered hot kosher meals and friendly visits to older adults and younger homebound disabled adults. The Senior Nutrition program is a kosher kitchen located at Congregation Beth Jacob that provides nutritional hot food to the Social & Wellness Centers and the Foodmobile program.JFS Fix-It Service provides free home repairs and safety modifications for low-income older adults.On the Go: Transportation Solutions for Older Adults (On the Go) is a transportation service for older adults operated under a memorandum of understanding (MOU) with CARS nonprofit. On the Go provides the following:?Rides & Smiles - individual transportation by volunteer drivers to necessary medical and personal appointments. * On the Go Shuttles - group transportation to shopping and dining destinations and to JFS Older Adult Centers. * On the Go Excursions - group transportation to organized activities and community events. * Taxi Scrip for individual transportation. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 3250186 | Expense |
| Grants | 613325 | Grants |
| Revenue | 2508236 | Revenue |
| Description | Counseling and Educational ServicesThe Counseling program provides individual, couples, family and group counseling services to individuals from diverse backgrounds. Services are provided by licensed therapists and interns on a sliding scale; some forms of insurance are accepted. Both brief and long-term therapy is available, depending on client need. Areas of specialty include: mood disorder, play therapy, communication, divorce and separation, chronic health issues, grief, and general life transitions. The Parenting and Youth Services department provides a broad base of services to families and youth, with a focus on strengthening family relationships through education. Programs in this department include: Preschool in the Park, Positive Parenting, and Parents Support and Empowerment. Of note, this department houses the largest County grant ever received by JFS.Pachies Place, a new innovative parenting program, is focused on early intervention and education for families with children ages zero to five years old.The Patient Advocacy Program provides support for the rights of mentally ill individuals through direct service and general education. Patient Advocates work throughout the County, advocating on behalf of mentally ill individuals at psychiatric hospitals, board and care facilities, legal hearings and more. Advocates also ensure that these individuals are being treated with respect by providing education to direct service staff and administrators at these facilities.Project SARAH (Stop Abusive Relationships At Home) provides counseling, case management, community outreach and education, support groups and legal advocacy to survivors of domestic or relationship abuse and their children. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 2645642 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 2490178 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 14497852 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | true | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | true | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | true | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | true | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 183 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 344 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Form990-T Filed | false | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 0 | NumberOf8282Filed |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | true | Form1098CFiled |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Filed Lieu1041 | false | FiledLieu1041 |
| Licensed More Than One State | false | LicensedMoreThanOneState |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 25 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 25 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | false | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Guinevere A Kerstetter | NamePerson |
| Telephone Number | 8586373000 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8804 BALBOA AVENUE | AddressLine1 |
| City | SAN DIEGO | City |
| State | CA | State |
| ZIP Code | 92123 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (30 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|---|
| Ron Zollman | |||||||||
| Director | 2.00 | 0.00 | X | 0 | 0 | 0 | |||
| Cathy Babin Weil | |||||||||
| Director | 2.00 | 0.00 | X | 0 | 0 | 0 | |||
| Louis Vener | |||||||||
| Director | 2.00 | 0.00 | X | 0 | 0 | 0 | |||
| Elyse Sollender | |||||||||
| Director | 2.00 | 0.00 | X | 0 | 0 | 0 | |||
| Susan Shmalo | |||||||||
| Director | 2.00 | 0.00 | X | 0 | 0 | 0 | |||
| Philip Linssen | |||||||||
| Director | 2.00 | 0.00 | X | 0 | 0 | 0 | |||
| Nadja Kauder | |||||||||
| Director | 2.00 | 0.00 | X | 0 | 0 | 0 | |||
| Kate Kassar | |||||||||
| Director | 2.00 | 0.00 | X | 0 | 0 | 0 | |||
| Sheryl Rowling | |||||||||
| Director | 2.00 | 0.00 | X | 0 | 0 | 0 | |||
| Marcia Hazan | |||||||||
| Director | 2.00 | 0.00 | X | 0 | 0 | 0 | |||
| Barbara Lubin | |||||||||
| Director | 2.00 | 0.00 | X | 0 | 0 | 0 | |||
| Avi Frohlichman | |||||||||
| Director | 2.00 | 0.00 | X | 0 | 0 | 0 | |||
| Joseph Fisch | |||||||||
| Director | 2.00 | 0.00 | X | 0 | 0 | 0 | |||
| Judy Feldman | |||||||||
| Director | 2.00 | 0.00 | X | 0 | 0 | 0 | |||
| Ronnie Diamond | |||||||||
| Director | 2.00 | 0.00 | X | 0 | 0 | 0 | |||
| Steve Levine | |||||||||
| Director | 2.00 | 0.00 | X | 0 | 0 | 0 | |||
| Kimberly Carnot | |||||||||
| Director | 2.00 | 0.00 | X | 0 | 0 | 0 | |||
| Mathew Fink | |||||||||
| Director | 2.00 | 0.00 | X | 0 | 0 | 0 | |||
| Michael Abramson | |||||||||
| Director | 2.00 | 0.00 | X | 0 | 0 | 0 | |||
| Adam Welland | |||||||||
| Secretary | 4.00 | 0.00 | X | 0 | 0 | 0 | X | ||
| Loretta Adams | |||||||||
| 2ND VP | 4.00 | 0.00 | X | 0 | 0 | 0 | X | ||
| Meg Goldstein | |||||||||
| 1ST VP | 4.00 | 0.00 | X | 0 | 0 | 0 | X | ||
| Edward Carnot | |||||||||
| Treasurer | 4.00 | 0.00 | X | 0 | 0 | 0 | X | ||
| Felicia Mandelbaum | |||||||||
| IMM PAST PRES | 4.00 | 0.00 | X | 0 | 0 | 0 | X | ||
| Jennifer Levitt | |||||||||
| President | 5.00 | 0.00 | X | 0 | 0 | 0 | X | ||
| DANA TOPPEL | |||||||||
| CPO | 40.00 | 0.00 | 75092 | 0 | 10413 | X | |||
| GUINEVERE KERSTETTER | |||||||||
| CFO | 40.00 | 0.00 | 115308 | 0 | 12389 | X | |||
| MICHAEL HOPKINS | |||||||||
| CEO | 40.00 | 0.00 | 205308 | 0 | 14151 | X | |||
| SUSAN LAPIDUS | |||||||||
| SR. DIR DEVELOPMNT | 40.00 | 0.00 | 117693 | 0 | 6183 | X | |||
| JILL BORG SPITZER | |||||||||
| former ceo | 20.00 | 0.00 | 67933 | 0 | 623155 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 581334 | TotalReportableCompFromOrg |
| Total Other Compensation | 666291 | TotalOtherCompensation |
| Number Individuals GT100 K | 3 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 97114 | FundraisingEvents |
| Related Organizations | 1150000 | RelatedOrganizations |
| Government Grants | 6763311 | GovernmentGrants |
| All Other Contributions | 12835372 | AllOtherContributions |
| Noncash Contributions | 135573 | NoncashContributions |
| Total Contributions | 20845797 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PROGRAM REVENUE | Description |
| Business Code | 624100 | BusinessCode |
| Total Revenue Column | 1484555 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1484555 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 1484555 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 854706 | TotalRevenueColumn |
| Exclusion | $854,706 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 6350 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 2045 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 4305 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4305 | TotalRevenueColumn |
| Exclusion | $4,305 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 885126 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 97114 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 163581 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 721545 | TotalRevenueColumn |
| Exclusion | $721,545 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 23910908 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1484555 | RelatedOrExemptFunctionIncome |
| Exclusion | $1,580,556 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 981615 | Total |
| Program Services | 981615 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 586314 | Total |
| Program Services | 242386 | ProgramServices |
| Management And General | 94082 | ManagementAndGeneral |
| Fundraising | 249846 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8444617 | Total |
| Program Services | 7606469 | ProgramServices |
| Management And General | 247235 | ManagementAndGeneral |
| Fundraising | 590913 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 248189 | Total |
| Program Services | 215241 | ProgramServices |
| Management And General | 12320 | ManagementAndGeneral |
| Fundraising | 20628 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1113439 | Total |
| Program Services | 1010448 | ProgramServices |
| Management And General | 41910 | ManagementAndGeneral |
| Fundraising | 61081 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 761911 | Total |
| Program Services | 670939 | ProgramServices |
| Management And General | 28908 | ManagementAndGeneral |
| Fundraising | 62064 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 192782 | Total |
| Fundraising | 192782 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 429061 | Total |
| Program Services | 220485 | ProgramServices |
| Management And General | 107975 | ManagementAndGeneral |
| Fundraising | 100601 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 104944 | Total |
| Program Services | 76748 | ProgramServices |
| Management And General | 50 | ManagementAndGeneral |
| Fundraising | 28146 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 103134 | Total |
| Program Services | 92528 | ProgramServices |
| Management And General | 5081 | ManagementAndGeneral |
| Fundraising | 5525 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 624229 | Total |
| Program Services | 620819 | ProgramServices |
| Management And General | 1366 | ManagementAndGeneral |
| Fundraising | 2044 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 438270 | Total |
| Program Services | 359871 | ProgramServices |
| Management And General | 12664 | ManagementAndGeneral |
| Fundraising | 65735 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15350 | Total |
| Program Services | 4277 | ProgramServices |
| Management And General | 10523 | ManagementAndGeneral |
| Fundraising | 550 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23556 | Total |
| Management And General | 23556 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 335323 | Total |
| Program Services | 274750 | ProgramServices |
| Management And General | 32627 | ManagementAndGeneral |
| Fundraising | 27946 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 121333 | Total |
| Program Services | 103548 | ProgramServices |
| Management And General | 15985 | ManagementAndGeneral |
| Fundraising | 1800 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| UTILITIES | 193798 | 181221 | 6543 | 6034 |
| EQUIPMENT RENTAL & EXPENSE | 203196 | 188883 | 5582 | 8731 |
| BAD DEBTS | 695428 | 30237 | 229098 | 436093 |
| PROGRAM EXPENSES | 783102 | 782701 | 20 | 381 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 869344 | Total |
| Program Services | 834686 | ProgramServices |
| Management And General | 78744 | ManagementAndGeneral |
| Fundraising | -44086 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17268935 | Total |
| Program Services | 14497852 | ProgramServices |
| Management And General | 954269 | ManagementAndGeneral |
| Fundraising | 1816814 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1143097 | BOY |
| EOY | 2918147 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6000 | BOY |
| EOY | 0 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2524525 | BOY |
| EOY | 7017054 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 72140 | BOY |
| EOY | 73681 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 63957 | BOY |
| EOY | 53884 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 64488 | BOY |
| EOY | 52299 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39496 | BOY |
| EOY | 118886 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 12773544 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 2655760 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7014612 | BOY |
| EOY | 10117784 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1000 | BOY |
| EOY | 1000 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18878909 | BOY |
| EOY | 18787614 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29808224 | BOY |
| EOY | 39140349 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1583692 | BOY |
| EOY | 1832524 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 394817 | BOY |
| EOY | 313580 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 1600000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 306517 | BOY |
| EOY | 312865 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2285026 | BOY |
| EOY | 4058969 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17304372 | BOY |
| EOY | 18690717 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7920713 | BOY |
| EOY | 8812271 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2298113 | BOY |
| EOY | 7578392 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27523198 | BOY |
| EOY | 35081380 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29808224 | BOY |
| EOY | 39140349 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 6641973 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 897524 | ReconciliationUnrealizedInvest |
| Reconcilation Invest Expenses | -57787 | ReconcilationInvestExpenses |
| Reconcilation Other Changes | 76472 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 10617256 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 13411692 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 13337176 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 15030865 | CurrentTaxYearMinus1Year |
| Current Tax Year | 20845797 | CurrentTaxYear |
| Total | 73242786 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 10617256 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 13411692 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 13337176 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 15030865 | CurrentTaxYearMinus1Year |
| Current Tax Year | 20845797 | CurrentTaxYear |
| Total | 73242786 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 5820749 | AmountsSubstContributorsTotal |
| Public Support Total170 | 67422037 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 979809 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1188928 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1755701 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1666944 | CurrentTaxYearMinus1Year |
| Current Tax Year | 861056 | CurrentTaxYear |
| Total | 6452438 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 79695224 | TotalSupport |
| Gross Receipts From Admissions Etc | 10123165 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.84600 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.85390 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Held Works Of Art Amts HeldWorksOfArtAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets In Part X | 21000 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2368770 | BeginningOfYearBalance |
| Contributions | 4993027 | Contributions |
| Investment Earnings Or Losses | 350135 | InvestmentEarningsOrLosses |
| Other Expenditures | 13480 | OtherExpenditures |
| End Of Year Balance | 7698452 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2070977 | BeginningOfYearBalance |
| Contributions | 410422 | Contributions |
| Investment Earnings Or Losses | -94297 | InvestmentEarningsOrLosses |
| Other Expenditures | 18332 | OtherExpenditures |
| End Of Year Balance | 2368770 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1738634 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 381288 | InvestmentEarningsOrLosses |
| Other Expenditures | 48845 | OtherExpenditures |
| End Of Year Balance | 2070977 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1604519 | BeginningOfYearBalance |
| Contributions | 16839 | Contributions |
| Investment Earnings Or Losses | 166411 | InvestmentEarningsOrLosses |
| Other Expenditures | 49135 | OtherExpenditures |
| End Of Year Balance | 1738634 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1815195 | BeginningOfYearBalance |
| Contributions | 132428 | Contributions |
| Investment Earnings Or Losses | -285628 | InvestmentEarningsOrLosses |
| Other Expenditures | 57476 | OtherExpenditures |
| End Of Year Balance | 1604519 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.98000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.02000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | true | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4023335 | OtherCostOrOtherBasis |
| Book Value | 4023335 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 7443419 | OtherCostOrOtherBasis |
| Depreciation | 1618071 | Depreciation |
| Book Value | 5825348 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 891068 | OtherCostOrOtherBasis |
| Depreciation | 666464 | Depreciation |
| Book Value | 224604 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 415722 | OtherCostOrOtherBasis |
| Depreciation | 371225 | Depreciation |
| Book Value | 44497 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 10117784 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (3 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| RECEIVABLE FROM SUBSIDIARIES | 65779 |
| INVESTMENTS IN SUBSIDIARIES | 973065 |
| DEPOSITS | 73719 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 18787614 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DEFERRED COMPENSATION | Description |
| Amount | $312,865 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 312865 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part X | Part X : FIN48 Footnote | JFS believes that it has 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 V, Line 4 | Part V, Line 4: Intended uses of the endowment fund. | JEWISH FAMILY SERVICES' SPENDING POLICY IS TO DISBURSE FUNDS AVAILABLE IN ACCORDANCE WITH DONOR RESTRICTIONS TO MEET THE CURRENT PROGRAM NEEDS OF THE JEWISH FAMILY SERVICE. |
| Part III, Line 4 | Part III, Line 4: Description of organization's collections and how it furthers its purpose. | ARTWORK IS HELD FOR FINANCIAL GAIN AND ITS FUTURE APPRECIATED VALUE WILL BE USED TO ENHANCE PROGRAMS. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | false | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEV CONSULTANTS | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 373 | AddressLine1 |
| City | GREAT NECK | City |
| State | NY | State |
| ZIP Code | 11022 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | IN PERSON | Activity |
| Fundraiser Control Of Funds | false | FundraiserControlOfFunds |
| Gross Receipts | 1019800 | GrossReceipts |
| Amount Retained By Contractor | 188722 | AmountRetainedByContractor |
| Net To Organization | 831078 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 1019800 | TotalGrossReceipts |
| Total Retained By Contractors | 188722 | TotalRetainedByContractors |
| Total Net To Organization | 831078 | TotalNetToOrganization |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GALA | NameOfEvent1 |
| Gross Receipts Event1 | 856600 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 96771 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 759829 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 1750 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 57809 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 7050 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 72226 | OtherDirectExpensesEvent1 |
| Name Of Event2 | GOLF TOURNAMENT | NameOfEvent2 |
| Gross Receipts Event2 | 110482 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 250 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 110232 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 11600 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 5018 | FoodAndBeverageEvent2 |
| Other Direct Expenses Event2 | 5835 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 1 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 15158 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 93 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 15065 | GrossRevenueOtherEvents |
| Rent Facility Costs Other Events | 2045 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 41 | FoodAndBeverageOtherEvents |
| Other Direct Expenses Other Events | 207 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 982240 | GrossReceiptsTotal |
| Charitable Contributions Total | 97114 | CharitableContributionsTotal |
| Gross Revenue Total Events | 885126 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 15395 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 62868 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 7050 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 78268 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 163581 | DirectExpenseSummaryEvents |
| Net Income Summary | 721545 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
| Total Nbr Of501 C3 And Govt Grants | 0 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII (5 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| RUBENSTEIN SCHOLARSHIPS | 17 | 26270 |
| HOUSING, FOOD, CASH ASSISTANCE FOR REFUGEES | 404 | 477859 |
| HOLOCAUST VICTIMS ASSISTANCE | 125 | 283660 |
| EMERGENCY FUNDS FOR PARENTS NEEDING ASSISTANCE | 547 | 174076 |
| CHANGE A LIFE FUNDS FOR CLIENTS IN NEED | 18 | 19750 |
Form990 Schedule I Part IV Form990ScheduleIPartIV (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Grantmaker's Description of How Grants are Used | 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. |
| Additional Supplemental 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. Juniors 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. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | true | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
| Rebuttable Presumption Procedure | false | RebuttablePresumptionProcedure |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Total Compensation Filing OrgTotalCompensationFilingOrg | Deferred Comp Filing OrgDeferredCompFilingOrg |
|---|---|---|---|---|
| MICHAEL HOPKINS | ||||
| CEO | 205308 | 14151 | 219459 | |
| JILL BORG SPITZER | ||||
| former ceo | 67933 | 16170 | 691088 | 606985 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Sch J, Part I, Line 7 | Identifier |
| Return Reference | Part I, Line 7: Non-Fixed payments not listed above | ReturnReference |
| Explanation | DURING 2013, JILL BORG SPITZER, THE FORMER CEO OF 26 YEARS, RECEiVED A PAYOUT TOTALING $606,985 of deferred compensation she accrued over 26 years as the CEO of JFS. | Explanation |
Schedule L IRS990ScheduleL
Loan Table LoanTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | MICHAEL HOPKINS | NamePerson |
| Relationship With Organization | CEO | RelationshipWithOrganization |
| Purpose Of Loan | Housing | PurposeOfLoan |
| Loan From Organization | X | LoanFromOrganization |
| Original Principal | $65,625 | OriginalPrincipalAmount |
| Balance Due | 53884 | BalanceDue |
| Default | false | Default |
| Approved By Board | true | ApprovedByBoard |
| Written Agreement | true | WrittenAgreement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 53884 | TotalBalanceDue |
Schedule M IRS990ScheduleM
Cars And Other Vehicles CarsAndOtherVehicles
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contributions | 121 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 135573 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | fmv | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGifts |
| Third Parties Used | true | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part I, Line 32, Hire and Use of Third Parties | Identifier |
| Explanation | THE ORGANIZATION USES THE FOLLOWING COMPANY TO CONDUCT ITS VEHICLE DONATION PROGRAM:CHARITABLE ADULT RIDES AND SERVICES, INC.4669 MURPHY CANYON ROADSAN DIEGO, CA 92123 | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990, Part XI, Line 9 | Other Changes In Net Assets Or Fund Balances - Other Increases | CHANGE IN INVESTMENT IN SUBSIDIARY = $76472 |
| Form 990, Part VI, Line 19 | Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | 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 VI, Line 15b | Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | 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' subcomittee, 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, Line 11b | Form 990, Part VI, Line 11b: Form 990 Review Process | Form 990 is reviewed by the Audit Committee and Executive Committee and approved by the Board of Directors. |
| Form 990, Part III, Line 4d | Form 990, Part III, Line 4d: Other Program Services Description | OTHER PROGRAM SERVICES 4: Aging & Wellness ServicesGeriatric Care Management provides comprehensive assessments, plan of care, coordination of services, consultations, advocacy and referrals for older adults in need.Serving Older Holocaust Survivors (SOS) program provides care management, home care, and emergency assistance services for low-income Jewish Holocaust survivors.CO-OP (Creating Opportunities for Older Persons) allows older adults to age in place in a supported community.The three social & wellness centers, College Avenue Center located at Congregation Beth Jacob, North County Inland Center located at Temple Adat Shalom and University City Older Adult Center located at Congregation Beth Israel, all provide daily activities, exercise and computer classes, educational programs and hot kosher lunches. The College Avenue Center also has available a nutritious salad bar in addition to the hot lunch.The Foodmobile program provides home delivered hot kosher meals and friendly visits to older adults and younger homebound disabled adults. The Senior Nutrition program is a kosher kitchen located at Congregation Beth Jacob that provides nutritional hot food to the Social & Wellness Centers and the Foodmobile program.JFS Fix-It Service provides free home repairs and safety modifications for low-income older adults.On the Go: Transportation Solutions for Older Adults (On the Go) is a transportation service for older adults operated under a memorandum of understanding (MOU) with CARS nonprofit. On the Go provides the following:?Rides & Smiles - individual transportation by volunteer drivers to necessary medical and personal appointments. * On the Go Shuttles - group transportation to shopping and dining destinations and to JFS Older Adult Centers. * On the Go Excursions - group transportation to organized activities and community events. * Taxi Scrip for individual transportation. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | EOY AssetsEOYAssets | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|---|
| 8788 BALBOA AVENUE LLC | ||||||||
| 8804 BALBOA AVENUE | SAN DIEGO | CA | 92123 | 463948553 | TO FURTHER JFS EXEMPT CHARITABLE PURPOSE | CA | 3355184 | N/A |
| JFS HOLDINGS LLC | ||||||||
| 8804 BALBOA AVENUE | SAN DIEGO | CA | 92123 | 562574074 | TO FURTHER JFS EXEMPT CHARITABLE PURPOSE | CA | 6505605 | N/A |
| JFS FOUNDATION LLC | ||||||||
| 8804 BALBOA AVENUE | SAN DIEGO | CA | 92123 | 562574072 | TO FURTHER JFS EXEMPT CHARITABLE PURPOSE | CA | 156893 | N/A |
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE ADULT RIDES & SERVICES INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8804 BALBOA AVENUE | AddressLine1 |
| City | SAN DIEGO | City |
| State | CA | State |
| ZIP Code | 92123 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 274327126 | EIN |
| Primary Activities | Transportation Solutions for Older Adult | PrimaryActivities |
| Legal Domicile State | CA | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | 509(A)(2) | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWISH FAMILY SERVICE OF SAN DIEGO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | false | ControlledOrg |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE AUTO RESOURCES | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8804 BALBOA AVENUE | AddressLine1 |
| City | SAN DIEGO | City |
| State | CA | State |
| ZIP Code | 92123 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200290042 | EIN |
| Primary Activity | DONATED AUTO SALE | PrimaryActivity |
| Legal Domicile State | DE | LegalDomicileState |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Type Of Entity | C CORP | TypeOfEntity |
| Share Of Total Income | 224475 | ShareOfTotalIncome |
| Share Of EOY Assets | 1276559 | ShareOfEOYAssets |
| Percentage Ownership | 1.00000 | PercentageOwnership |
| Controlled Org | false | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | false | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | true | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | true | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (5 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| CHARITABLE AUTO RESOURCES | ||
| l | 2685 | FMV |
| CHARITABLE AUTO RESOURCES | ||
| c | 39000 | cash payment |
| CHARITABLE ADULT RIDES & SERVICES INC | ||
| m | 2685 | FMV |
| CHARITABLE ADULT RIDES & SERVICES INC | ||
| l | 127375 | FMV |
| CHARITABLE ADULT RIDES & SERVICES INC | ||
| c | 1150000 | FMV |
Comments