2012-05-15T13:27:10-05:00 2011-06-30 WARADY & DAVIS LLP 1717 DEERFIELD RD SUITE 300S DEERFIELD IL 60015 990 2010-07-01 362167762 JEWISH VOCATIONAL SERVICE & EMPLOYMENT C JEWI 3126733400 216 W JACKSON BLVD SUITE 700 CHICAGO IL 60606 RICHARD ROTBERG 3126733400 2012-05-14 1 SUSAN GREGGO 8472679600 2010 2016-02-24 21:20:13Z RICHARD ROTBERG 216 WEST JACKSON BLVD CHICGAO IL 60606 16084813 0 X WWW.JVSCHICAGO.ORG X 1910 IL IMPROVING LIFE THROUGH EMPLOYMENT RECOGNIZING PERSONAL DEVELOPMENT IS A LIFETIME ENDEAVOR. 30 30 183 78 0 0 8334897 9455638 5596528 6500181 64096 110706 -12639 -38988 13982882 16027537 4779724 6532390 0 0 6552192 6222448 0 0 346711 2763896 2826598 14095812 15581436 -112930 446101 9128451 10171769 3104513 3176815 6023938 6994954 X FOUNDED IN 1884 JEWISH VOCATIONAL SERVICE AND EMPLOYMENT CENTER (JVS) IS A NONPROFIT SOCIAL SERVICE AGENCY THAT IMPROVES LIFE THROUGH EMPLOYMENT AND PRODUCTIVITY REALIZING PERSONAL DEVELOPMENT IS A LIFELONG ENDEAVOR. IT DELIVERS A NONSECTARIAN SELECTION OF SERVICES: JOB DEVELOPMENT, JOB PLACEMENT, CASE MANAGEMENT, ENTREPRENEURIAL, REHABILITATION, CUSTOMIZED TRAINING AND CAREER COUNSELING. THE POPULATIONS JVS SERVES IS DIVERSE. IT SERVES THE COMMUNITY AT LARGE THROUGH 5 LOCATIONS OFFERING CAREER COUNSELING AND DEVELOPMENT SERVICES THAT ASSIST INDIVIDUALS LOOKING FOR JOBS OR IMPROVING THEIR OUTCOMES WITH THE CURRENT EMPLOYER. IN ITS OTHER LOCATIONS IT SERVES VULNERABLE POPULATIONS INCLUDING YOUTH AT RISK, PERSONS WITH DISABILITIES, LOW INCOME SENIORS, IMMIGRANTS AND REFUGEES, RETURNING CITIZENS AND THOSE IN NEED OF ACQUIRING ADDITIONAL EDUCATIONAL AND DIGITAL SKILLS. IN TOTAL JVS SERVED OVER 10,000 CLIENTS THIS FISCAL YEAR. 0 0 6431459 3265541 40584 EMPLOYMENT AND CAREER DEVELOPMENT SERVICES - THE JOB COUNSELING AND PLACEMENT PROGRAMS ARE FOCUSED ON HELPING THE GENERAL POPULATION OF UNEMPLOYED AND UNDEREMPLOYED FIND EMPLOYMENT. COUNSELORS DO OUTREACH, PROVIDE SOCIAL NETWORKING OPPORTUNITIES, DEVELOP NICHE WORKSHOPS, AND RUN SEMINARS. AGENCY COUNSELORS ALSO PROVIDE INDIVIDUAL CAREER COUNSELING AND JOB SEARCH ASSISTANCE BY PROVIDING THE TOOLS AND STRATEGIES FOR JOB SEEKING ESSENTIALS SUCH AS RESUME WRITING, INTERVIEWING, AND NETWORKING. THE AGENCY ALSO HELPS SENIOR CITIZENS REENTER THE WORKFORCE. ADDITIONALLY, THE AGENCY PROVIDES SMALL BUSINESS START-UP LOANS TO INDIVIDUALS STARTING OR EXPANDING THEIR OWN BUSINESSES THROUGH THE DUMAN MICROENTERPRISE PROGRAM. 2515134 536812 1008070 REHABILITATION AND SKILLS TRAINING - THE AGENCY WORKS WITH DISADVANTAGED PEOPLE TO DEVELOP THEIR JOB SKILLS AND LIFE SKILLS. THE PROGRAMS OFFERED INCLUDE, BUT ARE NOT LIMITED TO: ENTREPRENEURSHIP, ENGLISH AS A SECOND LANGUAGE, DIGITAL LITERACY, HEALTH CARE AND PHARMACY TECH, EXTRALEARNING AND TUTORING, LIFE SKILLS WITH PRACTICAL EXPERIENCES, AND CUSTOMIZED PLACEMENT WITH TRAINING AND FOLLOW-UP. FOR MANY PEOPLE, THE AGENCY'S SERVICES AND COMPETITIVE EMPLOYMENT BECOME THE BRIDGE TO INDEPENDENCE AND RENEWED SELF-ESTEEM. ADDITIONALLY, THE AGENCY HELPS INDIVIDUALS WITH DISABILITIES MAINTAIN INDEPENDENT LIVING THROUGH COUNSELING AND ASSISTANCE WITH THE MANAGEMENT OF THEIR PERSONAL FINANCES. 5126515 2730037 5451527 COMMUNITY BASED SERVICES - THE AGENCY PROVIDES PRODUCTIVE EMPLOYMENT OPPORTUNITIES TO INDIVIDUALS WITH DISABILITIES. THE JOBS PROVIDED ARE PRIMARILY JANITORIAL AND MAILROOM SERVICES. THROUGH THE PROGRAM AND WORKING WITH CASE MANAGERS, INDIVIDUALS TO ACQUIRE TRAINING WHILE ALSO LEARNING THE MANY SKILLS THAT ACCOMPANY FUNCTIONING IN A WORK ENVIRONMENT. THE GOAL IS TO REACH SELF SUFFICIENCY. JVS HAS BEEN CONDUCTING TRAINING AND WORK PROGRAMS THROUGH THEIR COMMUNITY BASED SERVICES DIVISION FOR OVER 20 YEARS AND WORKS CLOSELY WITH THE NISH/ABILITY ONE ORGANIZATION TO ACQUIRE AND EXECUTE CONTRACTS. 14073108 1 1 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 38 0 183 1 0 0 0 0 0 1 1 0 0 0 0 X 30 30 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 IL X MARCIA RUBIN 3126733400 216 WEST JACKSON BLVD CHICAGO IL 60606 WILLIAM B KEROFF 3.00 X X 0 0 0 THOMAS KULLY 1.00 X 0 0 0 JANET JABLON 1.00 X 0 0 0 RICHARD M BENDIX JR 1.00 X 0 0 0 CARY C BUXBAUM 1.00 X 0 0 0 JOHN DANIELS 3.00 X X 0 0 0 MARC JACOBS 1.00 X 0 0 0 NEIL B POSNER 3.00 X X 0 0 0 CHARLES I ROSENBERG 1.00 X 0 0 0 DAVID M RUBIN 1.00 X 0 0 0 STEVEN SPIEGEL 1.00 X 0 0 0 JAMES STONE 1.00 X 0 0 0 MICHAEL R TREISTER MD 1.00 X 0 0 0 ADRIENNE MEISEL 3.00 X X 0 0 0 PAUL L EPNER 3.00 X X 0 0 0 ELAINE SAPHIER FOX 3.00 X X 0 0 0 ALAN S CRANE 3.00 X X 0 0 0 JO ANN R POTASHNICK 3.00 X X 0 0 0 DAVID A BRONNER 1.00 X 0 0 0 DAVID MACKNIN 1.00 X 0 0 0 BRENDA FEIS 1.00 X 0 0 0 ROBERT FERENCZ 1.00 X 0 0 0 FLOYD KEENE 1.00 X 0 0 0 BARRY S MARAM 1.00 X 0 0 0 REBECCA GLICK 1.00 X 0 0 0 GALE GOLDSTICK 1.00 X 0 0 0 SHALOM KLEIN 1.00 X 0 0 0 SHALOM KLEINMAN 1.00 X 0 0 0 JULIE SILVERSTEIN 1.00 X 0 0 0 JOHN G SONNENBERG PHD 1.00 X 0 0 0 SANDRA J ROSENSTEIN 1.00 X 0 0 0 GAIL LUXENBERG GRUEN 38.00 X 182366 0 34928 RICHARD ROTBERG 38.00 X 31032 0 0 MARTIN KAPLAN 38.00 X 56591 0 2005 MARCIA RUBIN 38.00 X 40735 0 3160 RICHARD KURTZ 38.00 X 114851 0 11324 HAROLD HOTHAN 38.00 X 30793 0 6558 WIDOW OF S ALAN GOLDSTEIN 0.00 X 11095 0 0 467463 0 57975 2 1 1 0 THREE TWINS II LLC 2261 N CLYBOURN CHICAGO IL 60614 SNOW REMOVAL FOR GOVERNMENT CONTRACT 156681 CHEROKEE WIRELESS INC 8926 N GREENWOOD AVE STE 136 NILES IL 60714 FINANCIAL PERSONNEL & SERVICES 123849 2 102294 2855872 5464094 1033378 9455638 FEES FROM GOVERNMENT A 624310 6459139 6459139 PROGRAM SERVICE FEES 624310 41042 41042 6500181 110706 110706 18288 102294 57276 -38988 -38988 16027537 6500181 0 71718 6532390 6532390 582392 309302 162849 110241 4330043 3649817 525835 154391 252539 246566 5973 712434 703115 9319 345040 296205 29078 19757 40473 11678 28795 33429 6563 26866 218562 185603 27260 5699 57164 51572 5592 508804 437153 45802 25849 350321 273072 67895 9354 551750 468079 62251 21420 108745 100194 8551 37376 17382 19994 27600 27600 60573 48864 11709 78072 56838 21234 PROGRAM SUPPLIES 376821 376821 CONTRACT DEVELOPMENT 188669 178321 10348 LEASES, REPAIRS & MAINT 70064 63182 6882 DUES & SUBSCRIPTIONS 29983 5681 24302 MISCELLANEOUS 28452 2591 25861 59740 52119 7621 15581436 14073108 1161617 346711 403794 349731 750252 888038 1068143 880444 947803 1141308 154700 221209 9964 59304 1285216 906318 354642 378898 1584092 1847672 3855061 4405165 9128451 10171769 957460 1062348 357145 206546 880910 778000 62500 37500 846498 1092421 3104513 3176815 X 2232456 2623578 3791482 4371376 6023938 6994954 9128451 10171769 X 446101 524915 X X 0 1 1 X 1 1 X 5026712 5458077 3774138 8334897 9455638 32049462 5026712 5458077 3774138 8334897 9455638 32049462 32049462 172268 108747 58139 32998 110706 482858 1223 1223 32533543 37290813 0.98510 0.97260 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 339837 339837 432045 -68252 -23956 339837 1 83373 83373 742918 586610 156308 48278 9807 38471 291093 212059 79034 119554 97842 21712 378898 BENEFICIAL INTEREST IN ENDOWMENT FOUNDATION 3956560 INTERFUND RECEIVABLES 448605 4405165 DUE TO JEWISH FEDERATION OF METROPOLITAN CHICAGO 178980 INTERFUND PAYABLES 448605 DEFERRED MAINTENANCE ADVANCE 107447 REFUNDABLE GRANT ADVANCE 357389 1092421 16027537 15581436 446101 176624 348291 524915 971016 16593157 176624 40705 348291 565620 16027537 0 16027537 15622141 40705 40705 15581436 0 15581436 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE AGENCY IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C) (3) OF THE INTERNAL REVENUE CODE AND, THEREFORE, HAS MADE NO PROVISION FOR FEDERAL INCOME TAXES IN THE ACCOMPANYING FINANCIAL STATEMENTS. IN ADDITION, THE AGENCY HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE INTERNAL REVENUE CODE. THE AGENCY IS SIMILARLY EXEMPT FOR STATE INCOME TAX PURPOSES BY APPLICABLE STATE LAW. EFFECTIVE JULY 1, 2009, THE AGENCY ADOPTED THE GUIDANCE IN THE FASB CODIFICATION TOPIC RELATED TO UNCERTAINTY IN INCOME TAXES WHICH PRESCRIBES A COMPREHENSIVE MODEL FOR RECOGNIZING, MEASURING, PRESENTING AND DISCLOSING IN THE FINANCIAL STATEMENTS UNCERTAIN TAX POSITIONS THAT THE AGENCY HAS TAKEN OR EXPECTS TO TAKE IN ITS TAX RETURNS, INCLUDING POSITIONS THAT THE AGENCY IS EXEMPT FROM INCOME TAXES OR NOT SUBJECT TO INCOME TAXES ON UNRELATED BUSINESS INCOME. UNDER THE GUIDANCE, THE AGENCY MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS "MORE LIKELY THAN NOT" THAT IT IS SUSTAINABLE, BASED ON ITS TECHNICAL MERITS. THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION SHOULD BE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT WITH THE TAXING AUTHORITY HAVING FULL KNOWLEDGE OF ALL RELEVANT INFORMATION. THE ADOPTION OF THE GUIDANCE HAD NO EFFECT ON THE AGENCY'S FINANCIAL STATEMENTS AS OF JULY 1, 2009 AND RESULTED IN NO ADJUSTMENT FOR UNRECOGNIZED INCOME TAX BENEFITS FOR THE YEARS ENDED JUNE 30, 2011 AND 2010. THE AGENCY BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR THE POSITIONS TAKEN ON ITS RETURNS. PART XI, LINE 8 - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST IN ENDOWMENT FOUNDATION PART XII, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST IN ENDOWMENT FOUNDATION NETWORKING EVENT STRICTLY BUSINESS 120582 102294 18288 3128 18268 35880 120582 102294 18288 3128 18268 35880 57276 -38988 1 SCHOLARSHIPS 104 510694 WAGES & BENEFITS TO DISABLED WORKERS CBS PROGRAM 168 2730037 WAGES & PAYROLL TAXES FOR SENIOR AIDE WORKERS 430 2859067 WAGES YOUTH WORKERS 471 401961 OTHER 72 30631 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: SCHOLARSHIPS: THE AGENCY GETS THE FUNDING FROM PRIVATE DONORS. THE AGENCY REVIEWS APPLICATIONS FOR SCHOLARSHIPS AND PRESENTS THE FINALISTS TO AN INDEPENDENT COMMITTEE FOR FINAL SELECTION. ALL FUNDS ARE USED FOR SCHOLARSHIPS AND ALL CHECKS ARE ISSUED DIRECTLY TO THE SCHOOLS. WAGES TO DISABLED WORKERS IN THE COMMUNITY BASED SERVICES (CBS) PROGRAMS: THE AGENCY GETS REFERRALS OF WORKERS WITH DEVELOPMENTAL DISABILITIES AND TRAINS THEM TO WORK IN SPECIAL GOVERNMENT FUNDED PROGRAMS DOING WORK SUCH AS JANITORIAL AND MAIL ROOM SERVICES UNDER CONTRACTS WITH SPECIFIC FUNDING LIMITS. GRANTEES SUBMIT TIMESHEETS BIWEEKLY WHICH ARE REVIEWED BY STAFF TO ENSURE ACCURACY AND APPROVAL. THE AGENCY PAYS CLIENTS BASED UPON TIMESHEET DATA. WAGES TO SENIOR AIDE WORKERS: THE AGENCY PARTICIPATES IN A PROGRAM WHERE IT PLACES LOW INCOME SENIORS IN PART-TIME POSITIONS WITH NON-PROFIT ORGANIZATIONS IN THE GREATER CHICAGO AREA. THE AGENCY RECEIVES FUNDING FOR THIS FEDERAL PROGRAM AND PAYS THE SENIOR AIDE WORKERS. THESE CONTRACTS HAVE SPECIFIC SERVICE AND DOLLAR GOALS. GRANTEES SUBMIT TIMESHEETS BIWEEKLY WHICH ARE REVIEWED BY STAFF TO ENSURE ACCURACY AND APPROVAL. THE AGENCY PAYS CLIENTS BASED UPON TIMESHEET DATA. THE CONTRACT SERVICE AND DOLLAR GOALS ARE MONITORED AND REPORTED MONTHLY. WAGES TO YOUTH WORKERS: THE AGENCY PARTICIPATES IN A PROGRAM WHERE IT PLACES YOUTHS IN TEMPORARY JOBS IN THE GREATER CHICAGO AREA SO THAT THEY GAIN WORK EXPERIENCE AND ENHANCE THEIR EMPLOYMENT SKILLS. THE AGENCY RECEIVES FUNDING FOR THIS FEDERAL PROGRAM AND PAYS THE YOUTHS. GRANTEES SUBMIT TIMESHEETS BIWEEKLY WHICH ARE REVIEWED BY STAFF TO ENSURE ACCURACY. THE AGENCY PAYS CLIENTS BASED UPON TIMESHEET DATA. THE CONTRACT SERVICE AND DOLLAR GOALS ARE MONITORED AND REPORTED MONTHLY. MISCELLANEOUS: THE AGENCY PROVIDES NOMINAL MISCELLANEOUS SUPPORT TO CLIENTS ACROSS ALL PROGRAMS. X X X 0 0 0 0 0 0 0 0 0 GAIL LUXENBERG GRUEN 182366 0 0 0 0 0 24452 0 10476 0 217294 0 0 0 WIDOW OF S ALAN GOLDSTEIN 11095 0 0 0 0 0 0 0 0 0 11095 0 0 0 FORM 990, PART VI, SECTION A, LINE 8B NO COMMITTEE HAS THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 WAS PROVIDED TO THE AUDIT COMMITTEE, AS REPRESENTATIVES OF THE BOARD, FOR ITS REVIEW PRIOR TO FILING. A REPORT OF THEIR REVIEW WAS MADE TO THE FULL BOARD. THE BOARD WAS ALSO PROVIDED AN ELECTRONIC COPY OF THE RETURN PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO DISCLOSE POSSIBLE CONFLICTS AND ARE REQUIRED TO SIGN A STATEMENT OF RESPONSIBILITIES AND CODE OF ETHICS ON AN ANNUAL BASIS. ALL EMPLOYEES ARE GIVEN A COPY OF THE EMPLOYEE "POLICY AND PROCEDURE MANUAL" WHICH INCLUDES THE CONFLICT OF INTEREST POLICY POLICY WHEN HIRED AND THEY ACKNOWLEDGE THEIR UNDERSTANDING OF THE POLICY. EMPLOYEES ARE REQUIRED TO REPORT ANY CONFLICTS TO THE EXECUTIVE DIRECTOR. ANY DISCLOSED CONFLICTS ARE REVIEWED BY THE BOARD AND DEALT WITH ACCORDINGLY. FORM 990, PART VI, SECTION B, LINES 15A & B: THE PROCESS FOR DETERMINING COMPENSATION OF THE EXECUTIVE DIRECTOR IS TYPICALLY OVERSEEN BY INDEPENDENT PERSONS USING COMPARABILITY DATA FOR SIMILAR POSITIONS AND WOULD BE DOCUMENTED IN BOARD MINUTES. HOWEVER DUE TO THE PLACEMENT OF AN INTERIM EXECUTIVE DIRECTOR, THESE PROCEDURES WERE NOT APPLIED IN THE CURRENT YEAR. A PROCESS EXISTS FOR KEY EMPLOYEE COMPENSATION, ALTHOUGH IT DOES NOT NECESSARILY INCLUDE THESE PROCEDURES. FORM 990, PART VI, SECTION C, LINE 19 THE ANNUAL REPORT IS AVAILABLE ON THE ORGANIZATION'S WEBSITE. THE FINANCIAL STATEMENTS, GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY WILL BE MADE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST. REALIZED GAINS AND LOSSES FROM THE SALE OF ASSETS OTHER THAN INVENTORY FORM 990, PART VIII, LINE 7A AND 7B REALIZED GAINS AND LOSSES FROM THE SALE OF SECURITIES WHICH ARE REPORTED IN INVESTMENT INCOME ON THE STATEMENT OF ACTIVITIES OF THE FINANCIAL STATEMENTS ARE INCLUDED ON FORM 990 PART VIII, LINE 3. REALIZED GAINS AND LOSSES RECORDED ON THE ORGANIZATIONS BOOKS ARE A RESULT OF ALLOCATED GAINS AND LOSSES IN A POOLED INVESTMENT FUND. A SEPERATE ENTITY MANAGES THE POOLED INVESTMENT FUND, THUS INFORMATION RELATED TO THE PROCEEDS AND COST OF SALES IS NOT AVAILABLE. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 176,624. CHANGE IN BENEFICIAL INTEREST IN ENDOWMENT FOUNDATION 348,291. TOTAL TO FORM 990, PART XI, LINE 5: 524,915. FORM 990, PART XI, LINE 2C THE ORGANIZATION'S AUDIT COMMITTEE IS RESPONSIBLE FOR OVERSIGHT OF THE ANNUAL AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTING FIRM. THE POLICIES AND PROCEDURES GOVERNING THE AUDIT COMMITTEE HAVE NOT CHANGED FROM PRIOR YEARS. JEWISH VOCATIONAL SERVICES ENDOWMENT FOUNDATION 30 SOUTH WELLS CHICAGO IL 60606 364310811 MONITOR, INVEST AND DISTRIBUTE FUNDS TO JEWISH VOCATIONAL SERVICES IL 501(C)(3) 509(A)(3) 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 JEWISH VOCATIONAL SERVICES ENDOWMENT FOUNDATION C 243548