2014-02-14T14:28:14-06:00 2013-06-30 381357951 PLANTE & MORAN PLLC 2601 CAMBRIDGE CT SUITE 500 AUBURN HILLS MI 48326 990 2012-07-01 381358013 JEWISH VOCATIONAL SERVICE & COMMUNITY WORKSHOP JEWI 2485595000 29699 SOUTHFIELD ROAD SOUTHFIELD MI 480762063 LEAH ROSENBAUM 2485595000 2014-02-13 1 LYNNE M HUISMANN P00053811 2483757100 2012 2015-11-30 17:44:51Z JVS JEWISH VOCATIONAL SERVICE LEAH ROSENBAUM 29699 SOUTHFIELD ROAD SOUTHFIELD MI 480762063 19847849 0 X JVSDET.ORG X 1941 MI SEE SCHEDULE O 51 50 884 373 0 0 5065891 4340941 15327099 14467327 3500 -10471 294921 139593 20691411 18937390 1010440 1111523 0 0 15439559 15338037 0 0 183166 2750303 3047966 19200302 19497526 1491109 -560136 15196427 15578315 2613240 2839396 12583187 12738919 X JVS HELPS PEOPLE MEET LIFE CHALLENGES AFFECTING THEIR SELF-SUFFICIENCY THROUGH COUNSELING, TRAINING AND SUPPORT SERVICES IN ACCORDANCE WITH JEWISH VALUES OF EQUAL OPPORTUNITY, COMPASSION, RESPONSIBILITY AND THE STEADFAST BELIEF THAT THE BEST WAY TO HELP PEOPLE IS TO MAKE IT POSSIBLE FOR THEM TO HELP THEMSELVES. JVS SERVES INDIVIDUALS WITH DISABILITIES, THE FRAIL AND AT-RISK ELDERLY, YOUTH, UNEMPLOYED AND UNDEREMPLOYED WORKERS, PEOPLE WHO ARE HOMELESS AND THE BUSINESS COMMUNITY THROUGH A VARIETY OF HUMAN SERVICES THAT MAXIMIZES THEIR ABILITIES AND INDEPENDENCE. 0 0 13441250 1012737 13481289 JVS PROVIDES NUMEROUS SPECIALIZED SERVICES TO INDIVIDUALS WITH DISABILITIES. THESE SERVICES INCLUDE:I. THE ADULT DAY PROGRAM (ADP) SERVES ADULTS WITH DISABILITIES WHO WANT TO WORK BUT REQUIRE INTENSIVE SUPPORTS IN PERSONAL CARE, BEHAVIOR AND AT MEALTIME AS WELL AS THOSE WHO REQUIRE SIGNIFICANT WORK SUPERVISION. WORK ACTIVITIES INCLUDE ASSEMBLY, PACKAGING, COLLATING, MAILING, INSPECTING, SORTING AND SALVAGING. SKILLED STAFF MEMBERS TRAIN INDIVIDUALS AND SUPERVISE TO MAXIMIZE EFFICIENCY AND ENSURE QUALITY.II. OUR SUPPORTED EMPLOYMENT PROGRAM (SEP) BEGAN AS PART OF A DEMONSTRATION PROJECT FUNDED BY THE FEDERAL GOVERNMENT IN 1985, RELIES ON STRONG EMPLOYER PARTNERSHIPS AND SUPPORTS AND FOCUSES ON EMPLOYMENT FOR INDIVIDUALS WITH SIGNIFICANT DISABILITIES. USING A PERSON-CENTERED APPROACH, JVS MATCHES INDIVIDUALS WITH JOB OR VOLUNTEER OPPORTUNITIES WITHIN THE COMMUNITY. WE DEVELOP WORK SITES THAT MATCH THE INTERESTS AND NEEDS OF THOSE WE SERVE. ONCE A PLACEMENT IS MADE, PARTICIPANTS ARE TRAINED IN BOTH JOB TASKS AND THE INFORMAL SOCIAL NETWORK OF THE JOB SITE, AND JOB COACHES PROVIDE ONGOING SUPERVISION OR "PLACE AND FADE," AS APPROPRIATE.III. MED-LINK PROGRAMMING, LIFE AND BRIDGES, FILL A MAJOR GAP IN THE CONTINUUM OF SERVICES FOR INDIVIDUALS WITH UNMET NEEDS FOR MEDICAL AND OTHER BASIC SERVICES WHO ARE UNABLE TO FULLY PARTICIPATE IN WORK AND COMMUNITY LIFE. POTENTIAL PARTICIPANTS ARE ASSESSED FOR BARRIERS AND GOALS AND ASSISTED WITH OBTAINING APPROPRIATE IDENTIFIED SERVICES BY A CASE MANAGER. IV. SCHOOL-TO-WORK TRANSITION PROGRAM, IS HELD AT SCHOOLS THROUGHOUT THE DETROIT METRO AREA. INVOLVING A CLASSROOM AND A "REAL WORLD" COMPONENT, THIS PROGRAMMING PREPARES GRADUATING STUDENTS FOR THE "WORLD OF WORK" VIA SOFT SKILLS TRAINING AND INTERNSHIP EXPERIENCE; PLACEMENT IS PART OF THE PROGRAM.FOR THE FISCAL YEAR ENDING 6/30/13, 2,875 INDIVIDUALS WERE SERVED VIA OUR DISABILITY-RELATED SERVICES PROGRAMMING. 870384 39204 323583 JVS PROVIDES INNOVATIVE, STATE-OF-THE-ART SERVICES TO SENIORS, SENIORS WITH MEMORY-RELATED DISABILITIES AND THEIR CAREGIVERS. THESE INCLUDE:I. SENIOR SERVICE CORP PROVIDES STRUCTURED VOLUNTEER WORK TO OLDER ADULTS WHO OTHERWISE FACE ISOLATION. VOLUNTEERS ARE ACTIVE WELL INTO THEIR 90S - IN FACT, ONE OF OUR VOLUNTEERS IS 101! WORK -- WHICH OFTEN INVOLVES MAILINGS, EVENT AND FUNDRAISING-RELATED PROJECTS -- IS PROVIDED BY LOCAL NONPROFIT AGENCIES AND SYNAGOGUES. JVS COORDINATES THE OPPORTUNITIES AND ACTIVITIES, WHICH OCCUR WEEKLY. THE SUBTLE, BUT CRITICAL SAFETY NET TO THE PROGRAM IS THAT THE CORPS MEMBERS' "FRIEND", WHO RUNS THE PROGRAM, IS A GERIATRIC SOCIAL WORKER WHO IDENTIFIES POTENTIAL HEALTH AND SAFETY ISSUES AND PROVIDES NEEDED SUPPORTS TO MAXIMIZE THEIR QUALITY OF LIFE AND WELL BEING. AS A RESULT OF SENIOR SERVICE CORP, THE NONPROFIT AND FAITH-BASED PARTNER AGENCIES OF OUR COMMUNITY RECEIVE UP TO 15,000 HOURS OF VOLUNTEER SERVICE ANNUALLY. IN MANY CASES, JVS SERVES AS THE ONLY COMMUNITY-BASED AGENCY WITH WHICH THESE INDIVIDUALS HAVE CONTACT, SO OUR PROFESSIONAL STAFF IS OFTEN THE FIRST TO SPOT COGNITIVE AND PHYSICAL ISSUES AND TO THEN MAKE REFERRALS TO PHYSICIANS, PSYCHOLOGISTS, SOCIAL WORKERS AND SUPPORTED HOUSING.II. MEMORY CLUB IS A PROGRAM FOR SENIORS WITH MEMORY DISORDERS, INCLUDING EARLY ALZHEIMER'S DISORDER, GOALS INCLUDE PROVISION OF STIMULATION FOR PARTICIPANTS' THINKING, CONCENTRATION AND MEMORY VIA A WIDE RANGE OF ACTIVITIES AND ATTENDANCE AT COMMUNITY EVENTS AND VENUES THAT PROVIDE CULTURAL ENRICHMENT; CREATING THE OPPORTUNITY FOR NEW FRIENDSHIPS AND SERVING AS THE GATEWAY INTO THE BROWN ADULT DAY CARE PROGRAM FOR THOSE PARTICIPANTS FOR WHOM SUCH SERVICES BECOME NECESSARY AND APPROPRIATE. MEMORY CLUB MEMBERS DISCUSS CURRENT EVENTS AND TOPICS OF INTEREST, PLAY WORD GAMES, WORK ON PUZZLES AND ENJOY MUSIC AND EXERCISE. THEY RESTORE SELF ESTEEM THROUGH ENHANCED MEMORY SKILLS VIA THE HANDS-ON ACTIVITIES AND COMMUNITY OUTINGS. FURTHER, THEY FORM FRIENDSHIPS, AND A JVS SOCIAL WORKER LEADS A SUPPORT GROUP FOCUSED ON COPING WITH THE CHALLENGES OF AGING. THROUGH THIS COMBINATION OF FRIENDSHIP, ACTIVE LEARNING AND SUPPORTS, MEMORY CLUB PARTICIPANTS MAINTAIN ACTIVE AND INDEPENDENT LIFESTYLES. MEMORY CLUB IS HELD ON ALTERNATE DAYS FROM OUR SENIOR SERVICE CORP PROGRAM; SO THAT SOME SENIORS CAN ELECT TO PARTICIPATE IN BOTH GROUPS.III. DOROTHY & PETER BROWN JEWISH COMMUNITY ADULT DAY CARE PROGRAM IS DEDICATED TO ASSISTING OLDER ADULTS WITH ALZHEIMER'S DISEASE AND RELATED DISORDERS TO REMAIN ABLE, ACTIVE AND ALERT WITH THE GOAL OF ALLOWING THEM TO "AGE IN PLACE" IN THEIR COMMUNITIES. HELD IN COLLABORATION WITH JEWISH SENIOR LIFE IN WEST BLOOMFIELD AND SOUTHFIELD, OUR ENVIRONMENT IS DESIGNED TO ENHANCE THE SELF-ESTEEM, WELL-BEING AND DIGNITY OF PARTICIPANTS. WE PROVIDE INDIVIDUALIZED ATTENTION AND CARE, SOCIALIZATION AND RECREATION, THERAPEUTIC ACTIVITIES, CULTURAL AND ACTIVITY-BASED FIELD TRIPS, HEALTH MONITORING, NUTRITIOUS KOSHER LUNCH AND SNACKS, RELIGIOUS AND CULTURAL SUPPORTS AND AN ENGAGING PLACE TO SPEND THE DAY. PROGRAMMING INCLUDES MUSIC, EXERCISE, ENTERTAINMENT, BAKING, PET THERAPY, GARDENING, DANCING AND DRAMA. TRANSPORTATION AND FLEXIBLE SCHEDULING IS AVAILABLE.IV. CARING COMPANIONS IS A PROGRAM FOR INDIVIDUALS WITH ONE OR MORE DISABILITIES AND ALZHEIMER'S DISEASE OR A RELATED MEMORY DISORDER. THIS PROGRAM OCCURS IN SAFE AND SECURE ENVIRONMENT DESIGNED TO ENHANCE THE SELF-ESTEEM, WELL-BEING AND DIGNITY OF EACH PARTICIPANT WHILE MAINTAINING THEIR HIGHEST LEVEL OF FUNCTIONING BY NURTURING RELATIONSHIPS AND PROMOTING INDIVIDUALIZED ACTIVITIES INCLUDING THOSE INVOLVING ART, MUSIC, GARDENING, BAKING AND COOKING. PARTICIPANTS ARE ENCOURAGED TO ENGAGE IN ACTIVITIES THAT REFLECT THEIR LIFE EXPERIENCES AND INTERESTS TO ACHIEVE A SENSE OF SATISFACTION AND PURPOSE. THEY ARE FURTHER ASSISTED WITH THEIR PERSONAL CARE, DAILY LIVING SKILLS AND HEALTH.V. CAREGIVER SUPPORT SERVICES ARE OFFERED TO ASSIST SUPPORTING FAMILY MEMBERS AS THEY STRIVE TO KEEP THEIR LOVED ONES AT HOME. WE HELP TO REDUCE THE OVERWHELMING ISOLATION AND STRESS OF CAREGIVERS BY PROVIDING OPPORTUNITIES FOR THEM TO LEARN ABOUT AND USE SUPPORTS TO MAINTAIN THEIR HEALTH AND WELL-BEING VIA SUPPORT GROUPS, COUNSELING AND LINKAGES TO COMMUNITY RESOURCES.FOR THE FISCAL YEAR ENDING 6/30/13, JVS SERVED 695 INDIVIDUALS IN OUR SENIOR SERVICES PROGRAMMING. 3297046 59582 642155 JVS CAREER AND BUSINESS SERVICES ARE PROVIDED TO A WIDE RANGE OF COMMUNITY MEMBERS IN NEED OF EMPLOYMENT ASSISTANCE. MANY PROGRAMS ARE OFFERED:I. CAREER SERVICES PROVIDES GUIDANCE FOR JOB SEEKERS INCLUDING RESUME WRITING, INTERVIEWING AND NETWORKING SEMINARS; CAREER DIRECTION AND ACTNOW.JOBS -- A JOB SEARCH WEBSITE FOR JOB SEEKERS AND EMPLOYERS.II. BUSINESS SERVICES ASSISTS WITH EMPLOYEE RETENTION, RECRUITMENT AND TRAINING, PROVIDE ADVICE ON HUMAN RESOURCES BEST PRACTICES, PROVIDE AND OFFER FREE JOB LISTINGS TO WORKERS.III. WOMEN TO WORK SERVES WOMEN THROUGHOUT THE ENTIRE METROPOLITAN DETROIT COMMUNITY WHO ARE IN NEED OF ASSISTANCE RELATED TO ENTERING OR RE-ENTERING THE WORK FORCE. MANY OF THE PARTICIPANTS HAVE WORKED SPORADICALLY OR NOT AT ALL, SOME FOR AS MANY AS 25 YEARS. SITUATIONS WHICH NECESSITATE THE NEED FOR EMPLOYMENT MAY INCLUDE DIVORCE, SEPARATION, HAVING A DISABLED SPOUSE, ACCOMPANIED BY THE NEED TO BE THE SOLE SUPPORT OF THEIR FAMILIES, AS WELL AS FINANCIAL SETBACKS, LACK OF A REALISTIC JOB GOAL, AND THE NEED FOR ADDITIONAL INCOME WITHIN INTACT FAMILIES. THE PARTICIPANTS ARE TYPICALLY UNAWARE OF THE WORK-RELATED SKILLS THEY POSSESS THAT QUALIFY THEM FOR EMPLOYMENT AND THE TECHNIQUES REQUIRED TO CONDUCT A SUCCESSFUL JOB SEARCH. ALSO, THEY OFTEN LACK SELF-CONFIDENCE AND SELF ESTEEM AND ASSUME THAT THEY WILL NOT BE CONSIDERED FOR EMPLOYMENT DUE TO A LACK OF RECENT WORK HISTORY. THE EXPERIENCE ALLOWS THE PARTICIPANTS TO BE IN A SUPPORTIVE AND COHESIVE ATMOSPHERE WHERE THEY BECOME AWARE OF OTHERS IN SIMILAR SITUATIONS AND REALIZE THEY ARE NOT ALONE DURING A DIFFICULT AND CHALLENGING TRANSITION. PARTICIPANTS MAY ALSO AVAIL THEMSELVES OF THE OPPORTUNITY TO MEET DIRECTLY WITH EMPLOYERS AT THE JVS EMPLOYER FORUM AND THE SPEED NETWORKING EVENT.IV. RECHARGE! IS A CAREER COUNSELING PROGRAM FOR INDIVIDUALS AGED 50+ WHO NEED TO REDESIGN A CAREER PLAN FOR THE NEXT STAGE OF THEIR LIVES. WE SPECIFICALLY TARGET THOSE IN THEIR 50S AND 60S WHO HAVE BEEN UNEMPLOYED OR UNDER-EMPLOYED FOR SIX MONTHS OR MORE, ARE FEELING STUCK AND APPREHENSIVE AND ACKNOWLEDGE THE NEED TO EXPLORE OPTIONS AND STRATEGIES TO RECHARGE THEIR LIVES AND REGAIN CONTROL OVER THEIR PERSONAL SITUATIONS. PARTICIPANTS RECEIVE INDIVIDUALIZED ASSESSMENTS, EXPLORATION OF THE WORLD OF WORK AND PROGRAMMING SPECIFIC TO OVERCOME AGE-RELATED BARRIERS. RECHARGE! PARTICIPANTS MEET FOR TWO HOURS, TWICE WEEKLY FOR SIX WEEKS AND FURTHER ATTEND INDIVIDUAL SESSIONS. OUR CURRICULUM INCLUDES A PROFESSIONAL IMAGE PANEL, FINANCIAL EXPERTS AND PRESENTATIONS ON VOLUNTEERING, ENTREPRENEURSHIP AND REALISTIC EMPLOYMENT GOALS. FOR THE FISCAL YEAR ENDING 6/30/13, BUSINESS AND CAREER SERVICES PROVIDED ASSISTANCE TO 9,471 INDIVIDUALS. 60210 20300 THE JVS EMPLOYEE HOME OWNERSHIP (EHO) PROGRAM PROMOTES ECONOMIC AND COMMUNITY DEVELOPMENT BY CREATING RELATIONSHIPS BETWEEN EMPLOYERS AND EMPLOYEES; EMPLOYEES ARE ENCOURAGED TO REMAIN LOCAL AND LOYAL VIA AFFORDABLE HOME OWNERSHIP NEAR THEIR WORKPLACE. FINANCIAL ASSISTANCE AND HOME OWNERSHIP COUNSELING IS AVAILABLE FOR THOSE WHO COMPLY, WITH EASILY UNDERSTANDABLE PROGRAM RULES.JVS FINANCIAL LITERACY PROGRAMMING INCLUDES PROACTIVE COUNSELING AND EDUCATION. JVS TEACHES INDIVIDUALS HOW TO EFFECTIVELY BUDGET, MANAGE, SAVE AND TRACK THEIR FINANCES. INDIVIDUAL SESSIONS AND GROUP SEMINARS FOCUS ON:- ESTABLISHING, MANAGING AND REPAIRING CREDIT - BUDGETING AND SPENDING - DEBT MANAGEMENT AND FORECLOSURE PREVENTION - SAVING FOR COLLEGE, A HOUSE, RETIREMENT AND MORE - HOW TO AVOID IDENTITY THEFT FOR THE FISCAL YEAR ENDING 6/30/13, JVS SERVED 3,345 INDIVIDUALS. 60210 20300 17668890 1 1 0 1 0 0 0 0 0 1 1 0 0 1 0 1 0 1 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 1 113 0 1 884 1 0 0 0 0 0 1 1 0 0 0 0 X 51 50 1 0 1 0 0 0 0 1 1 0 1 0 1 1 1 1 1 1 1 1 1 1 MI X LEAH ROSENBAUM 2485595000 29699 SOUTHFIELD ROAD SOUTHFIELD MI 480762063 BARBARA NURENBERG 55.00 X X 267126 0 49160 LEOR BARAK 1.00 X 0 0 0 MARC BARRON 1.00 X 0 0 0 NORA BARRON 1.00 X 0 0 0 LEE HURWITZ 2.00 X X 0 0 0 HADAS BERNARD 2.00 X X 0 0 0 DENNIS BERNARD 1.00 X 0 0 0 AARON CHERNOW 1.00 X 0 0 0 RAYMOND CLEARY 1.00 X 0 0 0 SUZI DAITCH DELL 1.00 X 0 0 0 EUGENE DRIKER 1.00 X 0 0 0 CHERYL DUBE 1.00 X 0 0 0 JOSHUA EICHENHORN 2.00 X X 0 0 0 ROBERT EPSTEIN 1.00 X 0 0 0 DIANE FARBER 1.00 X 0 0 0 GLEN FISHER 1.00 X 0 0 0 DAVID FOLTYN 1.00 X 0 0 0 IVAN FRANK 1.00 X 0 0 0 STEVEN FRANK 1.00 X 0 0 0 MINDI FYNKE 1.00 X 0 0 0 STUART GOLDSTEIN 1.00 X 0 0 0 BETH GOTTHELF 2.00 X X 0 0 0 ROBERTA GRANADIER 1.00 X 0 0 0 ELIZABETH KANTER GROSKIND 1.00 X 0 0 0 KRISTEN GROSS 1.00 X 0 0 0 ROBERT HERTZBERG 1.00 X 0 0 0 JEFFREY GUNSBERG 1.00 X 0 0 0 FRANK HOFFMAN 2.00 X X 0 0 0 JOHN JACOBS 1.00 X 0 0 0 ARTHUR INDIANER 1.00 X 0 0 0 DAVID JAFFE 1.00 X 0 0 0 DENNIS KAYES 1.00 X 0 0 0 DANIEL KLEIN 1.00 X 0 0 0 LINDA KLEIN 1.00 X 0 0 0 BERNARD KOLE MD 1.00 X 0 0 0 DONALD LANSKY 1.00 X 0 0 0 JEFFREY LEVINE 1.00 X 0 0 0 MARTIN LEVINSON MD 1.00 X 0 0 0 CHERYL MARGOLIS 1.00 X 0 0 0 BRIAN MEER 1.00 X 0 0 0 JODI NEFF 1.00 X 0 0 0 GEORGE STERN 1.00 X 0 0 0 JARED ROSENBAUM 2.00 X X 0 0 0 LINDA SAHN 1.00 X 0 0 0 EVA SHAPIRO 1.00 X 0 0 0 MICHAEL SIMMONS 1.00 X 0 0 0 MICHELLE TAIGMAN 1.00 X 0 0 0 MICHAEL TOBIN 1.00 X 0 0 0 BRAD URDAN 1.00 X 0 0 0 DAVID AISNER 1.00 X 0 0 0 ADRIENNE BASS 1.00 X 0 0 0 SUSAN EARP 45.00 X 143605 0 13085 LEAH ROSENBAUM 55.00 X 148277 0 44403 TERESA SCHWARTZ 45.00 X 117744 0 23042 ADRIAN MARSDEN 45.00 X 109846 0 17421 KIRK GODDARD 45.00 X 101654 0 11735 888252 0 158846 6 0 1 0 LIMBACH 926 FEATHERSTONE ROAD PONTIAC MI 48342 CONSTRUCTION 269084 PETER CHANG ENTERPRISES INC 38530 ORCHARD LAKE RD STE 101 FARMINGTON HILLS MI 48334 INFORMATION SYSTEMS 167400 DORIE SHWEDEL & ASSOCIATES INC 32712 FRANKLIN ROAD FRANKLIN MI 48025 PUBLIC RELATIONS SERVICES 112083 3 348448 1508164 2484329 425916 4340941 PROGRAM SERVICE REVENUE 624310 8213327 8213327 CONTRACT SERVICE FEES 624310 6233700 6233700 HOUSING AND FINANCIAL LITERACY 522299 20300 20300 14467327 279679 0 279679 279679 279679 495956 63765 510936 59256 -14980 4509 -10471 -10471 62277 348448 286054 -223777 -223777 68678 54213 14465 14465 MISCELLANEOUS REVENUE 900099 69226 69226 69226 18937390 14467327 0 129122 1111523 1111523 702292 293239 343173 65880 11009445 10161401 781526 66518 519396 470102 46107 3187 2081340 1908012 160392 12936 1025564 904197 114451 6916 53236 52967 40 229 34000 33592 408 6600 6600 294486 293300 231 955 853965 803474 48563 1928 421627 395746 23727 2154 360307 355829 4231 247 73349 33720 37935 1694 13683 7980 9 5694 401512 398851 75 2586 89347 82876 5903 568 PRINTING 155098 145042 172 9884 BAD DEBT 123806 123806 EQUIPMENT 112448 58452 53061 935 MEMBERSHIP DUES 28603 6422 21928 253 25899 21759 3946 194 19497526 17668890 1645470 183166 1460421 970038 3647392 3859449 1066196 705075 270700 304586 8986192 5869828 3229125 3116364 5522593 6622803 15196427 15578315 2613240 2839396 2613240 2839396 X 5966800 6132092 3026465 2956850 3589922 3649977 12583187 12738919 15196427 15578315 -560136 714044 1824 0 X X 0 1 X 1 1 1 X 3942178 5914280 6780521 5065891 4340941 26043811 3942178 5914280 6780521 5065891 4340941 26043811 26043811 421580 419959 427357 438853 279679 1987428 127961 60930 21399 48789 169847 428926 28460165 74132985 0.91510 0.90080 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: ALL OTHER INCOME RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6600 6600 19490926 19497526 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 6600 6600 6600 6600 26400 250000 250000 250000 250000 1000000 1500000 PART IV, SUPPLEMENTAL INFORMATION: SCHEDULE C, PART I-A, LINE 1: JVS CONTRIBUTES TO THE JEWISH FEDERATION OF METROPOLITAN DETROIT FOR A MULTI-AGENCY LOBBYIST TO ADVOCATE FOR SOCIAL SERVICES TO VULNERABLE AND SPECIAL POPULATIONS. 4450359 34346 498138 241525 4741318 4648790 60523 -58946 200008 4450359 4119807 83095 635860 189972 4648790 3761152 52686 447333 141364 4119807 2396010 1726485 -230675 130668 3761152 0.44000 0.56000 1 0 469500 469500 4327803 2890238 1437565 1812137 1045040 767097 599240 433249 165991 1777512 1501301 276211 3116364 BENEFICIAL INTEREST-COMMUNITY FOUNDATION OF SOUTHEAST MICHIGAN 1120597 ENDOWMENT FUNDS HELD AT UNITED JEWISH FOUNDATION 2264411 CAPITAL PROJECT FUNDS HELD AT UNITED JEWISH FOUNDATION 2084504 OTHER INVESTMENTS 1153291 6622803 X 20259361 714044 590963 1824 15140 1321971 18937390 0 18937390 20103629 590963 15140 606103 19497526 0 19497526 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: ENDOWMENT ASSETS INCLUDE THOSE ASSETS OF DONOR-RESTRICTED FUNDS THAT MUST BE HELD IN PERPETUITY TO SUPPORT PROGRAM ACTIVITIES AND CAPITAL IMPROVEMENTS OR ACQUISITIONS. INVESTMENT AND SPENDING POLICIES LIMIT THE ANNUAL USE OF REVENUE IN AN ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY THE ENDOWMENT. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: THE ORGANIZATION IS RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS AN ORGANIZATION DESCRIBED UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON RELATED INCOME. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS OR OTHER APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION AND HAS CONCLUDED THAT AS OF JUNE 30, 2013 AND 2012, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE ORGANIZATION'S FEDERAL AND STATE TAX RETURNS ARE GENERALLY OPEN FOR EXAMINATION FOR THREE YEARS FOLLOWING THE DATE FILED. MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO JUNE 30, 2010. PART XI, LINE 2D - OTHER ADJUSTMENTS: LOSS ON SALE OF STOCK 14,980. GAMING EXPENSES 160. PART XII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON SALE OF STOCK 14,980. GAMING EXPENSES 160. STRICTLY BUSINESS LUNCHEON 277761 251770 25991 23793 128696 OTHER EVENTS 132964 96678 36286 31896 101669 410725 348448 62277 55689 230365 286054 -223777 68678 51983 1970 260 1 0.95000 68678 51983 1970 260 54213 14465 MI 1 0 1 0 1.00000 LEAH ROSENBAUM 29699 SOUTHFIELD ROAD SOUTHFIELD MI 48076 0 LEAH ROSENBAUM OVERALL SUPERVISION AND MANAGEMENT OF JVS OPERATIONS. ADDITIONAL PERSON THAT PARTICIPATED IN GAMING PROCESS INCLUDE SHARON SNYDER, CHIEF DEVELOPMENT OFFICER X 0 1 WAGES TO CLIENT WORKERS 837 777296 PAYROLL RECORDS PAYROLL TAXES FOR CLIENT WORKERS 837 36080 PAYROLL RECORDS WORKERS COMP INSURANCE EXPENSE FOR CLIENT WORKERS 837 9432 BENEFIT EXPENSE CLIENT TRANSPORTATION 734 226382 INVOICES CLIENT SUPPORT SERVICES 164 62333 CHECK REGISTER PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE MANAGEMENT OF JVS IS RESPONSIBLE FOR ESTABLISHING AND MAINTAINING EFFECTIVE INTERNAL CONTROL OVER COMPLIANCE WITH THE REQUIREMENTS OF LAWS, REGULATIONS, CONTRACTS, AND GRANTS. GENERAL LEDGER SOFTWARE ACCOMMODATES THE TRACKING AND ALLOCATION METHODOLOGIES REQUIRED TO SUPPORT EXPENDITURES. MANAGEMENT REVIEWS AND APPROVES EXPENDITURES PRIOR TO PAYMENT TO ASSURE CORRECT ASSIGNMENT TO THE LEDGER. AUDITS BY THE FUNDING SOURCES AND INDEPENDENT CPA FIRM TEST EXPENDITURES. 1 X X X X 0 0 0 0 0 0 0 0 0 BARBARA NURENBERG 267126 0 0 0 0 0 17250 0 31910 0 316286 0 0 0 SUSAN EARP 143605 0 0 0 0 0 0 0 13085 0 156690 0 0 0 LEAH ROSENBAUM 148277 0 0 0 0 0 17250 0 27153 0 192680 0 0 0 X 1 510936 AVG STOCK PRICE DAY RCD 0 1 0 FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: JVS HELPS PEOPLE MEET LIFE CHALLENGES AFFECTING THEIR SELF-SUFFICIENCY THROUGH COUNSELING, TRAINING AND SUPPORT SERVICES IN ACCORDANCE WITH JEWISH VALUES OF EQUAL OPPORTUNITY, COMPASSION, RESPONSIBILITY AND THE STEADFAST BELIEF THAT THE BEST WAY TO HELP PEOPLE IS TO MAKE IT POSSIBLE FOR THEM TO HELP THEMSELVES. JVS SERVES INDIVIDUALS WITH DISABILITIES, THE FRAIL AND AT-RISK ELDERLY, YOUTH, UNEMPLOYED AND UNDEREMPLOYED WORKERS, PEOPLE WHO ARE HOMELESS AND/OR SEEKING AFFORDABLE HOUSING THROUGH A VARIETY OF HUMAN SERVICES, EDUCATIONAL, AND TRAINING OPPORTUNITIES THAT MAXIMIZE THEIR ABILITIES AND INDEPENDENCE. TO MAXIMIZE OPPORTUNITIES FOR OUR CLIENTS AND BUILD RELATIONSHIPS WITH POTENTIAL EMPLOYERS, SERVICES ARE PROVIDED TO NON-PROFIT ORGANIZATIONS, FOR PROFIT BUSINESSES AND UNIONS AND MAY INCLUDE, BUT ARE NOT LIMITED TO, INDUSTRIAL CONTRACTS, JOB PLACEMENT, VOCATIONAL ASSESSMENT, TRAINING AND REHABILITATION PROGRAMS AND HUMAN RESOURCE SERVICES RELATING TO EMPLOYEE VOCATIONAL AND EMPLOYMENT ISSUES AND OPPORTUNITIES. FORM 990, PART VI, SECTION A, LINE 1 PERIODICALLY, THE EXECUTIVE COMMITTEE WILL MEET IN LIEU OF A FULL BOARD MEETING. THE EXECUTIVE COMMITTEE SHALL BE COMPOSED OF THE CHAIRPERSON AND VICE CHAIRPERSONS OF THE CORPORATION, THE CHAIRPERSONS OF THE STANDING COMMITTEES, AND SUCH OTHER TRUSTEES AS SHALL BE CHOSEN BY THE CHAIRPERSON. THE CHAIRPERSON SHALL ACT AS CHAIRPERSON OF THE EXECUTIVE COMMITTEE. UNLESS OTHERWISE PROVIDED BY ACTION OF THE BOARD, THE EXECUTIVE COMMITTEE SHALL HAVE ALL POWERS OF THE BOARD BETWEEN MEETINGS OF THE BOARD, EXCEPT THE EXECUTIVE COMMITTEE SHALL NOT HAVE THE POWER TO (A) SELECT THE CHAIRPERSON OR VICE CHAIRPERSON, (B) ELECT BOARD MEMBERS OR FILL BOARD MEMBER VACANCIES, (C) SELECT THE CORPORATION'S PRESIDENT, (D) AMEND BYLAWS, OR (E) AMEND THE ARTICLES OF INCORPORATION. FORM 990, PART VI, SECTION A, LINE 2 RELATED PARTY INFORMATION AMONG OFFICERS - THE FOLLOWING BOARD MEMBERS HAVE FAMILY RELATIONSHIPS: NORA BARRON AND MARC BARRON; DENNIS BERNARD AND HADAS BERNARD; ROBERT EPSTEIN AND MICHELLE TAIGMAN. THE FOLLOWING BOARD MEMBERS HAVE BUSINESS RELATIONSHIPS: DAVID FOLTYN AND MICHELLE TAIGMAN; EUGENE DRIKER AND ROBERT EPSTEIN; BETH GOTTHELF AND ROBERTA GRANADIER. FORM 990, PART VI, SECTION A, LINE 4 THE BYLAWS WERE AMENDED IN MAY 2013 TO CONFORM TO THE ARTICLES AS ORIGINALLY FILED WITH THE STATE OF MICHIGAN, CLARIFY AND DEFINE VOTING AND QUORUMS, AND CLARIFY THE RETENTION AND ROLE OF THE PRESIDENT OF JVS. FORM 990, PART VI, SECTION B, LINE 10B HR SOLUTIONS GROUP, LLC AND PREMIER HOUSING, LLC, ARE WHOLLY OWNED SUBSIDIARIES OF JVS. THERE ARE NO SEPARATE WRITTEN POLICIES AND PROCEDURES GOVERNING THE ACTIVITIES OF THE LLCS AS JVS EXERCISES CONTROL OVER THE LLCS. FOR INSTANCE, JVS APPOINTS AND OVERSEES MANAGEMENT OF THE LLCS AND APPROVES BUDGETS. FORM 990, PART VI, SECTION B, LINE 11 THE AUDIT COMMITTEE IS RESPONSIBLE FOR THE REVIEW OF THE FORM 990 AND HAS AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY,THE BOARD OF TRUSTEES. EACH COMMITTEE MEMBER RECEIVES A COPY OF THE FORM 990 AND IS ABLE TO PROVIDE FEEDBACK AND CHANGES PRIOR TO THE RETURN BEING FINALIZED FOR FILING. A COPY OF THE AUDIT COMMITTEE APPROVED FORM 990 IS DISTRIBUTED TO THE ENTIRE BOARD OF TRUSTEES PRIOR TO FILING. APPOINTMENT TO THE AUDIT COMMITTEE IS THROUGH A VOTE OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 12C JVS HAS A CODE OF ETHICS AND A CONFLICT OF INTEREST POLICY THAT IS DISTRIBUTED TO ALL NEW BOARD MEMBERS AND REDISTRIBUTED ANNUALLY AS A REMINDER. THE JVS BOARD OF TRUSTEES ANNUALLY COMPLETE A CONFLICT OF INTEREST STATEMENT. ALL BOARD MEMBERS ARE EXPECTED TO INFORM JVS OF ANY CHANGES THAT ARISE DURING THE YEAR THAT WOULD RESULT IN ANY POTENTIAL CONFLICT OF INTEREST. ADDITIONALLY, ALL KNOWN CONFLICTS ARE REVIEWED ANNUALLY AT A BOARD MEETING AND ALL BOARD MEMBERS ARE ASKED IF THERE ARE ANY OTHER KNOWN CONFLICTS. IF CONFLICTS ARISE, IT IS THE PRACTICE OF BOARD MEMBERS WHO ARE IN CONFLICT TO ABSTAIN FROM PARTICIPATION AND VOTING ON THE SUBJECT MATTER. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION PROCESS FOR TOP OFFICIAL THE VICE PRESIDENT OF HUMAN RESOURCES OBTAINS COMPARABILITY DATA FROM THE FORM 990 OF SIMILAR ORGANIZATIONS AS WELL AS PUBLISHED COMPENSATION SURVEYS FOR THE CEO POSITION. THE PROFESSIONAL COMPENSATION STUDIES SELECTED CONTAIN COMPARABLE POSITIONS IN COMPARABLE ORGANIZATIONS. THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES UTILIZES THIS DATA IN CONJUNCTION WITH THE ANNUAL WRITTEN PERFORMANCE REVIEW OF THE CEO TO DETERMINE THE COMPENSATION ARRANGEMENT FOR THE YEAR. THE COMPENSATION COMMITTEE IS COMPRISED OF INDEPENDENT BOARD MEMBERS SELECTED BY THE CHAIR. COMPENSATION PROCESS FOR OFFICERS THE VICE PRESIDENT OF HUMAN RESOURCES OBTAINS COMPARABILITY DATA AND PUBLISHED COMPENSATION SURVEYS FOR ALL POSITIONS WHERE COMPENSATION IS GREATER THAN OR EQUAL TO $105,000 PER ANNUM. THE SURVEYS INCLUDE PROFESSIONAL STUDIES THAT CONTAIN COMPARABLE POSITIONS IN COMPARABLE ORGANIZATIONS AND FORM 990 DATA FOR SIMILAR ORGANIZATIONS. THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES UTILIZES THIS DATA TO ESTABLISH SALARY RANGES FOR EACH POSITION. ONCE THE SALARY RANGES ARE APPROVED BY THE COMPENSATION COMMITTEE, THE CEO IS AUTHORIZED TO SET SALARIES WITHIN THE APPROVED RANGE IN CONJUNCTION WITH ANNUAL PERFORMANCE REVIEWS. FORM 990, PART VI, SECTION C, LINE 19 IN THE SPIRIT OF TRANSPARENCY, UPON REQUEST, JVS WILL MAKE AVAILABLE ITS ARTICLES OF INCORPORATION, BYLAWS, AND CONFLICT OF INTEREST POLICY. JVS FINANCIAL STATEMENTS ARE AVAILABLE IN THE JVS ANNUAL REPORT (A PUBLIC DOCUMENT), OR UPON REQUEST. ALL REQUESTS FOR INFORMATION MAY BE DIRECTED TO THE OFFICE OF THE VICE PRESIDENT FOR FINANCE. FORM 990, PART XII, LINE 2C: THE OVERSIGHT PROCESS AND SELECTION OF AN INDEPENDENT AUDITOR PROCESS HAS NOT CHANGED FROM THE PREVIOUS YEAR. 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