2013-08-14T15:34:52-05:00 2012-09-30 420714325 MCGLADREY LLP 80 CITY SQUARE BOSTON MA 021293742 990 2011-10-01 042104356 JEWISH FAMILY & CHILDREN'S SERVICE INC JEWI 7816475327 1430 MAIN STREET WALTHAM MA 02451 RIMMA ZELFAND 7816475327 2013-08-13 1 LYNNE JOHNSON P00757336 6179129000 2011 2016-02-24 21:20:13Z RIMMA ZELFAND 28228969 0 X WWW.JFCSBOSTON.ORG X 1922 MA JEWISH FAMILY & CHILDREN'S SERVICE ("JF&CS") CARES FOR INDIVIDUALS AND FAMILIES BY PROVIDING EXCEPTIONAL HUMAN SERVICE AND HEALTH CARE PROGRAMS, GUIDED BY JEWISH TRADITIONS OF SOCIAL RESPONSIBILITY, COMPASSION, AND RESPECT FOR ALL MEMBERS OF THE COMMUNITY. 35 35 739 2400 2059 1059 5543489 5173632 20908102 21303753 952233 519134 -81714 -179150 27322110 26817369 229896 98187 0 0 20473481 21332395 0 0 819764 5094683 5575671 25798060 27006253 1524050 -188884 26873401 28438568 1770224 1760659 25103177 26677909 X JEWISH FAMILY & CHILDREN'S SERVICE CARES FOR INDIVIDUALS AND FAMILIES BY PROVIDING EXCEPTIONAL HUMAN SERVICE AND HEALTH CARE PROGRAMS, GUIDED BY JEWISH TRADITIONS OF SOCIAL RESPONSIBILITY, COMPASSION, AND RESPECT FOR ALL MEMBERS OF THE COMMUNITY. 1 0 10281858 11996338 HOME CARE/HOME HEALTH VNA:JF&CS HAS THE MOST EXTENSIVE CONTINUUM OF SERVICES FOR SENIORS THROUGHOUT GREATER BOSTON. WE OFFER COMPREHENSIVE, COMPASSIONATE GERIATRIC CARE TO HELP SENIOR ADULTS LIVE HEALTHY, INDEPENDENT, AND MEANINGFUL LIVES. OUR SERVICES INCLUDE SUPPORT AND EDUCATION FOR THE TRANSITIONS OF AGING AS WELL AS SHORT AND LONG-TERM CARE, GERIATRIC CARE MANAGEMENT, MENTAL HEALTH COUNSELING, AND SUPPORT FOR PEOPLE WITH PARKINSON'S AND THEIR CAREGIVERS. JF&CS VNA HAS BEEN PROVIDING MEDICARE-CERTIFIED HOME HEALTH SERVICES SINCE 1985. WHETHER DELIVERING SERVICES AFTER A HOSPITALIZATION OR DIRECTLY FROM A COMMUNITY SETTING, JF&CS IS ABLE TO RESPOND WITH AN INTEGRATED CONTINUUM OF QUALITY CARE THAT ALLOWS PATIENTS TO REMAIN SAFELY IN THEIR HOMES AND IN THE COMMUNITY FOR AS LONG AS POSSIBLE. TO BE ELIGIBLE FOR HOME HEALTH SERVICES, PATIENTS MUST BE HOMEBOUND AND HAVE A PHYSICIAN ORDER FOR SERVICES. JF&CS CAN WORK DIRECTLY WITH THE PATIENT'S PHYSICIAN TO ESTABLISH ELIGIBILITY. IF ELIGIBLE, SERVICES ARE COVERED BY MEDICARE AND MASSHEALTH, BLUE CROSS-BLUE SHIELD, HARVARD PILGRIM HEALTH CARE, TUFTS HEALTH PLAN, MASSACHUSETTS SENIOR CARE ORGANIZATIONS (SCOS), AND MOST PRIVATE INSURERS. JF&CS CAN ALSO BILL MOST OTHER PRIVATE INSURANCE AND MANAGED CARE PLANS.THE JF&CS HOME CARE PROGRAM HAS BEEN PROVIDING NON-CERTIFIED HOMEMAKING AND PERSONAL CARE HOMEMAKING SERVICES SINCE 1975. WORKING UNDER CONTRACTS WITH STATE-FUNDED AGING SENIOR ACCESS POINTS (ASAPS), THE GOAL OF THE PROGRAM IS TO ALLOW SENIORS TO MAINTAIN INDEPENDENCE IN THEIR OWN HOMES FOR AS LONG AS POSSIBLE. WORKERS ASSIST WITH HOUSE-KEEPING TASKS SUCH AS SHOPPING, LAUNDRY, AND MEAL PREPARATION, AND ALSO PROVIDE PERSONAL CARE INCLUDING ASSISTANCE WITH DRESSING AND BATHING. SERVICES ARE PROVIDED TO ELDERLY AND/OR DISABLED CLIENTS WHO MEET INCOME ELIGIBILITY GUIDELINES ESTABLISHED BY THE ASAPS. THE JF&CS GROUP ADULT FOSTER CARE PROGRAM PROVIDES ASSISTANCE WITH ACTIVITIES OF DAILY LIVING IN A CONGREGATE SETTING TO ELDERLY AND/OR DISABLED MASSHEALTH RECIPIENTS WHO ARE AT RISK OF INSTITUTIONAL PLACEMENT SINCE 1999. SERVICES ARE PROVIDED BY PERSONAL CARE HOMEMAKERS SEVEN DAYS PER WEEK, AND ARE SUPERVISED BY A REGISTERED NURSE AND A SOCIAL WORKER/CASE MANAGER. FOR THE YEAR ENDED SEPTEMBER 30, 2012, JF&CS MADE 356,588 VISITS TO THE ELDERLY IN THE GREATER BOSTON AREA. 5672247 41980 5100482 SERVICES FOR PEOPLE WITH DISABILITIES: JF&CS SERVICES FOR PEOPLE WITH DISABILITIES PROVIDES RESIDENTIAL SERVICES, DAY AND WORK PROGRAMMING, SOCIAL PROGRAMMING, CASE MANAGEMENT AND 1:1 SKILLS COACHING. FOR FAMILIES THAT ARE IMPACTED BY DISABILITY WE PROVIDE INFORMATION AND REFERRAL, FAMILY CONSULTATION, AND GROUP RESPITE ACTIVITIES FOR CHILDREN WITH MULTIPLE DISABILITIES. OUR PROGRAMS ARE GROUNDED IN THE BELIEF THAT ALL PEOPLE SHOULD LIVE WITH DIGNITY IN THE COMMUNITY AND ENJOY THE RIGHTS AFFORDED THEIR PEERS REGARDLESS OF THEIR DIFFERENCES. SERVICES REFLECT THE VALUES OF INDIVIDUAL AUTONOMY, COMMUNITY INCLUSION, AND CARE CONTINUITY. JF&CS PROGRAMS ALSO MAKE IT POSSIBLE FOR PEOPLE WITH DISABILITIES TO MAINTAIN A JEWISH HOME AND PARTICIPATE IN CULTURAL AND RELIGIOUS ACTIVITIES IN THE MANNER THAT IS MOST MEANINGFUL FOR THEM.FOR THE YEAR ENDED SEPTEMBER 30, 2012, JF&CS PROVIDED SERVICES TO 2,000 CLIENTS IN ELEVEN DISTINCT AREAS OF SERVICE TO INDIVIDUALS WITH DISABILITIES. 1078896 647869 THE CENTER FOR EARLY RELATIONSHIP SUPPORT/HEALTHY FAMILIES: THE CENTER FOR EARLY RELATIONSHIP SUPPORT (CERS) IS A CENTER OF EXCELLENCE FOR DIRECT SERVICES, TRAINING, SUPERVISION, AND CONSULTATION THAT FOCUS ON THE EARLIEST INFANT-PARENT RELATIONSHIP. CERS PROMOTES THE HEALTHY DEVELOPMENT OF FAMILIES AT THE EARLIEST STAGES WITH PROGRAMS FOR NEW PARENTS. WE OFFER GUIDANCE, SUPPORT, INTERVENTIONS AND CONSULTATIONS ON PARENT/YOUNG CHILD RELATIONSHIP ISSUES INCLUDING INFANT CARE, FEEDING, SLEEP, AND POSTPARTUM DEPRESSION. HEALTHY FAMILIES PROVIDES SERVICES FOR YOUNG PARENTS. THIS PROGRAM OFFERS FREE HOME VISITS AND GROUP SUPPORT FOR FIRST TIME PARENTS WHO ARE UNDER 21 YEARS OLD AND THEIR FAMILIES. PARENTS DEVELOP A SPECIAL RELATIONSHIP WITH A HOME VISITOR WHO PROVIDES SUPPORT TO THE FAMILY, INFORMATION ON CHILD DEVELOPMENT, AND ACCESS TO COMMUNITY RESOURCES. PARENTS MAY RECEIVE SERVICES UNTIL THEIR CHILD'S THIRD BIRTHDAY. TOGETHER THESE PROGRAMS SERVE OVER 100 MASSACHUSETTS COMMUNITIES. WITHIN THESE COMMUNITIES, CERS AND HEALTHY FAMILIES CENTRAL MIDDLESEX SERVED 1,937 CLIENTS IN THE YEAR ENDED SEPTEMBER 30, 2012. 4930498 56207 3559064 THE RESOURCES YOU NEED. THE COMPASSION YOU DESERVE.FOR ALMOST 150 YEARS, JF&CS HAS BEEN GREATER BOSTON'S LEADING AND TRUSTED PROVIDER OF COMPREHENSIVE HUMAN SERVICES. JF&CS HELPS PEOPLE OF ALL FAITHS, RACES, AND AGES WITH THE CHALLENGES OF LIFE.A CARING PRESENCE IN 100 COMMUNITIES WE SERVE, WE'RE PROUD TO BE THE PLACE THAT NEW MOTHERS, YOUNG FAMILIES, PEOPLE WITH DISABILITIES, FRAGILE ELDERS, AND THE CHRONICALLY POOR CAN TURN TO FOR VITAL AND PERSONALIZED SERVICES. 4930498 56207 3559064 21963499 1 1 0 1 0 0 0 0 1 1 1 1 0 1 0 1 0 1 0 0 1 1 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 156 0 1 739 1 1 1 0 0 0 0 1 1 0 0 0 0 X 35 35 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X A KEENE METZGER CFO 7816475327 1430 MAIN STREET WALTHAM MA 02451 MARK R BELSKY MD 5.00 X 0 0 0 AMY BLOOMSTONE 5.00 X 0 0 0 ROBERT CASHMAN 5.00 X 0 0 0 MARGOT T DAVIS PHD 5.00 X 0 0 0 JONATHAN DORFMAN 5.00 X 0 0 0 GERALD FELDMAN 5.00 X 0 0 0 HAL GARNICK 5.00 X 0 0 0 HARVEY GREENBERG 5.00 X X 0 0 0 JAMIE GROSSMAN 5.00 X X 0 0 0 MELISSA WEINER JANFAZA 5.00 X 0 0 0 HENRY KAY 5.00 X 0 0 0 BARRY KLICKSTEIN 5.00 X 0 0 0 PETER LEFKOWITZ 5.00 X 0 0 0 MARK E LEVY 5.00 X 0 0 0 ALAN E LIPKIND 5.00 X 0 0 0 JAMES M LITTON 5.00 X X 0 0 0 DEBRA M MILGRAM 5.00 X 0 0 0 ROBIN NEITERMAN 5.00 X 0 0 0 DALE S OKONOW 5.00 X 0 0 0 SYLVIA B PERLMAN PHD 5.00 X 0 0 0 JAMES RABB MD 5.00 X 0 0 0 MATTHEW ROSENTHAL 5.00 X X 0 0 0 MAXINE ROSENTHAL 5.00 X 0 0 0 LISA RUBINSTEIN 5.00 X 0 0 0 DAVID SCHECHTER 5.00 X X 0 0 0 SUSAN FLORENCE-SMITH 5.00 X 0 0 0 ANDREW C SUCOFF 5.00 X 0 0 0 ELINOR SVENSON 5.00 X 0 0 0 JACK SWARTZ 5.00 X 0 0 0 STEVEN WEIL 5.00 X 0 0 0 JACKIE WEINSTEIN 5.00 X X 0 0 0 DONALD WERTLIEB PHD 5.00 X 0 0 0 SUSAN WILK 5.00 X 0 0 0 CANDICE F WOLK 5.00 X 0 0 0 JONATHAN YELLIN 5.00 X 0 0 0 BETH LEBOVITZ BACKER 5.00 X 0 0 0 NEAL M BALKOWITSCH 5.00 X 0 0 0 JULIE RIVEN JAYE 5.00 X 0 0 0 ELIZABETH A ROSEN 5.00 X 0 0 0 JOYCE ZAKIM 5.00 X 0 0 0 RIMMA ZELFAND 36.00 X 185733 0 7958 A KEENE METZGER 36.00 X 173323 0 25049 IRA SCHOR 36.00 X 142005 0 6448 ELLEN LASH 36.00 X 133142 0 13600 ELIZABETH CLOSS 36.00 X 119954 0 30957 NADEZDA MUSTOVA-PETROVA 75.00 X 122175 0 21998 ANNA KESHISHYAN 60.00 X 140169 0 0 SEYMOUR FRIEDLAND 36.00 X 283554 0 21462 1300055 0 127472 12 1 1 0 MCGLADREY LLP 80 CITY SQUARE BOSTON MA 021293742 AUDIT SERVICE 116796 1 888566 4285066 216392 5173632 SERVICE FEE INCOME 624100 14894653 14894653 GOVERNMENT CONTRACTS 624100 4796393 4796393 GRANT INCOME 624100 1527232 1527232 RENTAL INCOME 532000 85475 85475 21303753 93464 2059 91405 7870 0 7870 7870 7870 1500000 1074330 425670 425670 425670 112125 888566 337270 -225145 -225145 MANAGEMENT FEES 541610 33200 33200 MISCELLANEOUS INCOME 900099 4925 4925 38125 26817369 21303753 2059 337925 25000 25000 31207 31207 41980 41980 434964 434964 17213347 14541013 2120824 551510 119945 103632 13747 2566 2169341 1904554 217620 47167 1394798 1205095 159858 29845 196013 36476 159537 93600 7100 86500 45500 45500 31976 29265 1661 1050 717743 366907 308055 42781 40872 18075 9260 13537 408899 280974 99115 28810 334657 160483 163767 10407 1114861 959803 134228 20830 402193 382871 16432 2890 56701 23261 29324 4116 1042 684 300 58 220137 129136 83114 7887 118057 100213 17844 FAMILY ASSISTANCE 690785 688296 2489 FOOD 421325 402335 12255 6735 PROGRAM EXPENSE 201681 193534 7741 406 OFFICE EQUIPMENT 90568 53068 33342 4158 389061 278537 65513 45011 27006253 21963499 4222990 819764 335841 725936 30915 396360 195174 2825414 2738192 44832 158604 447822 464687 5012941 3146044 1738796 1866897 18518631 18917294 2534790 3371784 26873401 28438568 1436179 1349115 253290 351716 3551 949 77204 58879 1770224 1760659 X 17515769 19532398 5348876 5684470 2238532 1461041 25103177 26677909 26873401 28438568 X -188884 1763616 X 0 1 1 X 1 1 X 4744958 4193962 4429603 5543489 5173632 24085644 4744958 4193962 4429603 5543489 5173632 24085644 962468 23123176 160184 55113 32379 71903 99275 418854 668626 166601 181700 99770 150250 1266947 25771445 99486857 0.89720 0.85570 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 1 22750 0 0 1 22750 0 1 45500 0 EXPLANATION OF LOBBYING ACTIVITIES: PART II-B, LINE 1: DURING FY 2012, JF&CS CONTRACTED WITH ADS VENTURES TO ADVISE MANAGEMENT ON LEGISLATIVE ISSUES RELATED TO THE WORK THAT OUR AGENCY PERFORMS IN THE AREAS OF NURSING, HOMECARE, DISABILITY AND MENTAL HEALTH SERVICES. ADS ALSO ARRANGED FOR JF&CS MANAGEMENT TO MEET WITH AND DISCUSS OUR WORK WITH ELECTED OFFICIALS ON THE STATE AND NATIONAL LEVEL. 0 1 3781118 172005 236513 90932 1630310 2468394 3196554 654555 7013 77004 3781118 3480359 17263 128457 100432 329093 3196554 3334472 40929 104958 3480359 0.00000 0.59190 0.40810 1 0 2876866 1322257 1554609 79846 13879 65967 2056229 1809908 246321 1866897 JEWISH COMMUNITY ENDOWMENT POOL, LP 18917294 F 18917294 SECURITY DEPOSITS 72780 BENEFICIAL INTEREST IN CHARITABLE REMAINDER TRUST 1030840 DUE FROM JEWISH FAMILY & CHILDREN'S FOUNDATION 1834952 DUE FROM JEWISH FAMILY SERVICE OF WORCESTER INC 60797 OTHER ASSETS 181 INVESTMENT IN AFFILIATE 372234 3371784 26817369 27006253 -188884 1253711 509905 1763616 1574732 29037894 1253711 629544 1883255 27154639 -337270 -337270 26817369 27653594 647341 647341 27006253 0 27006253 PART IV, LINE 2B: THE ORGANIZATION OPERATES THE NEW AMERICAN PROGRAM THAT RECEIVES FUNDS FROM INDIVIDUALS SPONSORING THE SETTLEMENT OF EMIGRANTS FROM COUNTRIES COMPRISING THE FORMER SOVIET UNION AND DISBURSES THESE MONIES TO THE EMIGRANTS UPON THEIR ARRIVAL. THE ORGANIZATION ALSO OPERATES A GUARDIANSHIP ACCOUNT AND HOLDS CLIENT FUNDS CENTRALLY UNTIL THEY CAN BE DISBURSED TO INDIVIDUAL CLIENT ACCOUNTS. THE ORGANIZATION ALSO OPERATES A REP-PAYEE ACCOUNT FOR SOME CLIENTS WITH DISABILITIES AND HOLDS THOSE CLIENT FUNDS CENTRALLY UNTIL THEY CAN BE DISBURSED TO INDIVIDUAL CLIENT ACCOUNTS. THE ORGANIZATION ALSO ADMINISTERS A POOLED TRUST. THE POOLED TRUST FUNDS ARE MAINTAINED BY CJP. JF&CS ISSUES CHECKS TO PAY CLIENT BILLS AND QUARTERLY RECEIVE A CHECK FROM CJP TO COVER ALL MONIES THAT WERE PAID OUT. DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE ORGANIZATION USES ITS ENDOWMENT FUNDS TO SUPPORT ITS MISSION. DURING FY 2012, NET ASSETS OF $1,630,310 WERE RECLASSIFIED FROM TEMPORARILY AND PERMANENTLY RESTRICTED TO UNRESTRICTED. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE ORGANIZATION IS QUALIFIED UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES. THE ORGANIZATION IS SUBJECT TO FEDERAL AND STATE INCOME TAXES ON UNRELATED BUSINESS INCOME. THE ORGANIZATION FOLLOWS THE FASB GUIDANCE, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES BY PRESCRIBING THE RECOGNITION THRESHOLD A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FINANCIAL STATEMENTS. IT ALSO PROVIDES GUIDANCE ON DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE, AND TRANSITION. MANAGEMENT BELIEVES THAT THE ORGANIZATION HAS NO MATERIAL UNCERTAINTIES IN INCOME TAXES. WITH FEW EXCEPTIONS, THE ORGANIZATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S., FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR FISCAL YEARS BEFORE 2009. PART XI, LINE 8 - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST IN CHARITABLE REMAINDER TRUST 132,654. CONTRIBUTION OF NET ASSETS UPON AFFILIATION 372,234. CHANGE IN CASH SURRENDER VALUE OF DONATED LIFE INSURANCE POLICY 5,017. TOTAL TO SCHEDULE D, PART XI, LINE 8: 509,905. PART XII, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST IN CHARITABLE REMAINDER TRUST 132,654. CONTRIBUTION OF NET ASSETS UPON AFFILIATION 372,234. CHANGE IN CASH SURRENDER VALUE OF DONATED LIFE INSURANCE POLICY 5,017. GAIN ON INTEREST SWAP AGREEMENT REPORTED ON JEWISH FAMILY AND CHILDREN'S FDN 119,639. PART XII, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B -337,270. PART XIII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B 337,270. EXPENSES REPORTED ON JEWISH FAMILY AND CHILDREN'S FOUNDATION TAX RETURNS 310,071. 1 RUSSIA AND THE NEWLY INDEPENDENT STATES 0 0 PROGRAM SERVICES EDUCATIONAL ASSISTANCE, PARENTAL SUPPORT AND THERAPIES FOR HANDICAPPED INDIVIDUALS. 41980 0 0 0 0 0 0 41980 0 41980 RUSSIA & THE NEWLY INDEPENDENT STATES EDUCATIONAL ASSISTANCE, PARENTAL SUPPORT AND THERAPIES FOR HANDICAPPED INDIVIDUALS. 41980 WIRE TRANSFER 1 0 0 0 0 0 0 PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.: SCHEDULE F, PART I, LINE 2: 1) AN ANNUAL BUDGET IS CREATED PRIOR TO THE START OF EACH NEW FISCAL YEAR. THIS BUDGET IS SHARED WITH JF&CS AND MONITORED QUARTERLY. 2) THERE IS ON-GOING CONTACT AND COMMUNICATION THROUGH OUT THE YEAR WITH THE FOREIGN ORGANIZATION. 3) THE FOREIGN ORGANIZATION IS REQUIRED TO SUBMIT PROJECT REPORTS TO JF&CS SEVERAL TIMES A YEAR AND IS REQUIRED TO SUBMIT DETAILS ON ANY QUESTIONS RAISED BY THOSE PROJECT REPORTS. 4) AT LEAST TWICE A YEAR, AN INDIVIDUAL ASSOCIATED WITH THE PROGRAM MAKES AN ON-SITE VISIT TO THE ORGANIZATION TO MONITOR THE PROGRAM. ANY CONCERNS RAISED WOULD BE FORWARDED TO JF&CS IF THE PERSON DOING THE ON-SITE MONITORING IS NOT AN EMPLOYEE OF JF&CS. BENEFIT DINNER 506409 443409 63000 22000 78427 8400 91250 CHAI EVENT 176436 143011 33425 64879 23904 4 317846 302146 15700 1900 17968 1000 27542 1000691 888566 112125 23900 161274 9400 142696 337270 -225145 1 JEWISH FAMILY SERVICE OF WORCESTER 646 SALISBURY STREET WORCESTER MA 01609 042104350 501(C)(3) 25000 GENERAL SUPPORT 1 HOMELESSNESS PREVENTION AND REPAID REHOUSING 14 31207 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: JF&CS PROVIDED A GRANT TO JEWISH FAMILY SERVICE OF WORCESTER. THIS GRANT OCCURRED DURING THE DUE DILIGENCE PHASE PRIOR TO THE FINAL DECISION FOR THE AGENCIES TO FORM AN AFFILIATION. JF&CS PROVIDED THIS GRANT AS AN UNRESTRICTED DONATION FOR GENERAL OPERATING SUPPORT. JF&CS PROVIDED DETAILS OF HOW MONEY WOULD BE USED PRIOR TO GRANT AND REPORTED ON USE OF MONEY AFTER GRANT WAS MADE. THE ORGANIZATION AWARDS ASSISTANCE TO INDIVIDUALS BASED ON INCOME-BASED ELIGIBILITY TEST. TO GUARANTEE THAT THE FUNDS ARE USED FOR THE PURPOSE THAT THEY ARE INTENDED FOR, THE ASSISTANCE CHECKS ARE MADE PAYABLE TO EITHER THE LANDLORD OR THE UTILITY THAT THE INDIVIDUAL OWES THE ASSISTANCE TO. X X X 0 0 0 0 0 0 0 0 0 RIMMA ZELFAND 177562 0 7343 0 828 0 3427 0 4531 0 193691 0 0 0 A KEENE METZGER 165660 0 7663 0 0 0 3492 0 21557 0 198372 0 0 0 ELIZABETH CLOSS 113751 0 6000 0 203 0 2163 0 28794 0 150911 0 0 0 SEYMOUR FRIEDLAND 249171 0 27525 0 6858 0 0 0 21462 0 305016 0 0 0 X 216392 FMV 0 0 0 METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS OR CONTRIBUTORS IS NOT DETERMINABLE DUE TO THE LARGE QUANTITY OF FOOD DONATED BY MULTIPLE DONORS TO THE ORGANIZATION. TOTAL NUMBER OF VOLUNTEERS - FORM 990, PART I, LINE 6: IN FY12 JF&CS IMPLEMENTED A NEW DATABASE, VOLGISTICS, FOR TRACKING AGENCY VOLUNTEERS. OUR ESTIMATE OF 2,400 VOLUNTEERS FOR FY12 IS BASED ON THE NUMBERS THAT WE WERE ABLE TO PULL FROM VOLGISTICS FOR THE SECOND HALF OF THE FISCAL YEAR. VOLUNTEERS HELP AT JF&CS IN MANY WAYS. MEN AND WOMEN OF ALL AGES AND BACKGROUNDS GENEROUSLY GIVE THEIR TIME, ENERGY, AND EXPERIENCE TO HELP ISOLATED SENIORS, NEW PARENTS, RECENTLY ARRIVED IMMIGRANTS, PEOPLE WITH DISABILITIES, AND OTHERS IN NEED. VOLUNTEERS ALSO PROVIDE PROFESSIONAL ASSISTANCE WITH VARIOUS ADMINISTRATIVE PROJECTS AT THE AGENCY'S OFFICE IN WALTHAM. MANY VOLUNTEER OPPORTUNITIES EXIST, AND NEW OPPORTUNITIES ARISE REGULARLY TO MEET THE NEEDS OF OUR CLIENTS AND PROGRAMS. NEW PROGRAM SERVICES FORM 990, PART III, LINE 2 IN JUNE 2012, WE ENHANCED OUR SCOPE OF SERVICES THROUGH AN AFFILIATION WITH JEWISH FAMILY SERVICE OF WORCESTER. WE WILL LEVERAGE OUR EXTENSIVE RESOURCES TO SCALE PROGRAMS WHERE THEY ARE MOST NEEDED IN CENTRAL MASSACHUSETTS AND WORCESTER COUNTY, STARTING WITH PROGRAMS THAT HAVE A STRONG JEWISH AND COMMUNITY FOCUS SUCH AS OUR CARING COMMUNITIES RESOURCE NETWORK, PROGRAMS FOR MOMS AND BABIES, AND SERVICES FOR PEOPLE WITH DISABILITIES. JFS WORCESTER'S FLAGSHIP CLINICAL PROGRAMS, MENTAL HEALTH AND GUARDIANSHIP, WILL BE INTEGRATED WITH A WIDE ARRAY OF JF&CS PROGRAMS TO EXPAND HEALTH AND HUMAN SERVICES THROUGHOUT THE REGION. OUR TWO ORGANIZATIONS WILL BUILD ON EACH OTHER'S AREAS OF STRENGTH, WHILE WE CONTINUE TO OFFER OUR EXISTING SERVICES AND INTRODUCE NEW ONES. FORM 990, PART VI, SECTION B, LINE 11 THE DRAFT FORM 990 IS APPROVED BY THE TREASURER ON BEHALF OF THE BOARD. ONCE JF&CS'S FORM 990 IS FINALIZED, JF&CS MAKES THE FORM AVAILABLE TO THE FULL BOARD OF DIRECTORS FOR REVIEW PRIOR TO ITS FILING. IN ORDER TO ASSURE THE CONFIDENTIALITY OF SENSITIVE DONOR INFORMATION INCLUDED IN THE REPORT, THE FORM 990 IS MADE AVAILABLE ON THE AGENCY'S WEBSITE, IN A SECURED LOCATION THAT ONLY THE BOARD MEMBERS HAVE ACCESS TO. THE BOARD MEMBERS ARE EACH E-MAILED A LINK TO THIS SITE. THE PURPOSE OF THE REVIEW IS TO ASSURE THAT ALL JF&CS BOARD MEMBERS HAVE THE OPPORTUNITY TO KNOW: 1. WHAT IS BEING FILED ON THE DUE DATE; 2. HOW THE AGENCY DESCRIBES ITSELF, ITS MISSION AND MAJOR PROGRAM ACCOMPLISHMENTS; 3. AND HOW IT ANSWERS KEY QUESTIONS RELATED TO COMPLIANCE WITH THE REQUIREMENTS OF THE IRS. THE PURPOSE OF THE BOARD REVIEW IS NOT FOR INDIVIDUAL MEMBERS TO GRANT APPROVAL, BUT TO BE AWARE OF WHAT IS BEING FILED. BELOW IS THE LOGISTICS OF THE REVIEW: 1. ON OR ABOUT AUGUST 1, BOARD MEMBERS WILL BE NOTIFIED THAT A READ ONLY COPY OF THE FORM 990 IS AVAILABLE FOR REVIEW ON THE SECURED WEBSITE. BOARD MEMBERS WILL BE PROVIDED WITH INSTRUCTIONS ON HOW TO ACCESS THE WEBSITE. THE WEBSITE WILL TRACK WHICH BOARD MEMBERS ACCESS THE WEBSITE TO REVIEW THE FORM 990. THE FORM 990 WILL REMAIN ON THIS WEBSITE UNTIL IT FILED WITH THE IRS. IN ADDITION, COPIES WILL BE AVAILABLE FOR REVIEW AT THE NEXT FULL MEETING OF THE BOARD IN SEPTEMBER 2013. FINANCE OR OTHER STAFF ARE AVAILABLE TO ANSWER ANY QUESTIONS THAT THE BOARD MAY HAVE ABOUT THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY AN UPDATED HANDBOOK IS MAILED TO EVERY MEMBER OF THE BOARD OF DIRECTORS. INCLUDED IN THE HANDBOOK IS A DESCRIPTION OF THE ORGANIZATION'S RELATED PARTY POLICIES AND GUIDELINES. EVERY BOARD MEMBER AND DIRECTOR IS REQUIRED TO SIGN AN ANNUAL TRANSACTION FORM. THIS FORM CONSISTS OF SPECIFIC QUESTIONS THAT REQUIRE A "YES" OR "NO" ANSWER. FOR ALL "YES" ANSWERS, DETAILS ABOUT THE TRANSACTION MUST BE PROVIDED. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE CONSISTS OF THE BOARD PRESIDENT, TREASURER AND TWO PAST PRESIDENTS. THEY SET BASE COMPENSATION BY USING COMPARABILITY DATA THROUGH THE ASSOCIATION OF JEWISH FAMILY AND CHILDREN SERVICES (AJFCS) WHICH COMPARES JF&CS TO SEVEN OTHER JEWISH FAMILY AND CHILDREN SERVICE ORGANIZATIONS. THE EXECUTIVE STAFF IS EVALUATED ON MANAGEMENT PERFORMANCE REVIEW (MPR) AND ORGANIZATIONAL AND PERFORMANCE GOALS ARE SET BY THE CEO AND THEN SENT TO THE COMPENSATION COMMITTEE FOR INPUT AND/OR APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, THE FORM 990 AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. IN ADDITION THE FORM 990 IS AVAILABLE VIA GUIDESTAR AND THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 1,253,711. CHANGE IN BENEFICIAL INTEREST IN CHARITABLE REMAINDER TRUST 132,654. CONTRIBUTION OF NET ASSETS UPON AFFILIATION 372,234. CHANGE IN CASH SURRENDER VALUE OF DONATED LIFE INSURANCE POLICY 5,017. TOTAL TO FORM 990, PART XI, LINE 5: 1,763,616. JEWISH FAMILY & CHILDREN'S FOUNDATION INC 1430 MAIN STREET WALTHAM MA 02451 233124450 HOLDS BUSINESS PROPERTY MA 501(C)(3) LINE 11B, II JEWISH FAMILY & CHILDREN'S SERVICE INC 1 JEWISH FAMILY SERVICE OF WORCESTER INC 646 SALISBURY STREET WORCESTER MA 01609 042104350 SOCIAL SERVICES MA 501(C)(3) LINE 7 JEWISH FAMILY & CHILDREN'S SERVICE INC 1 0 1 0 1 0 0 0 0 0 0 1 0 1 1 1 0 0 1 JEWISH FAMILY SERVICE OF WORCESTER INC R 372234 BOOK JEWISH FAMILY SERVICE OF WORCESTER INC D 125000 BOOK JEWISH FAMILY AND CHILDREN'S FOUNDATION INC O 352827 BOOK