2012-08-15T10:11:50-05:00 2011-09-30 MCGLADREY LLP 80 CITY SQUARE BOSTON MA 021293742 990 2010-10-01 042104356 JEWISH FAMILY & CHILDREN'S SERVICE INC JEWI 7816475327 1430 MAIN STREET WALTHAM MA 02451 RIMMA ZELFAND 7816475327 2012-08-15 1 6179129000 2010 2016-02-24 21:20:13Z RIMMA ZELFAND 1430 MAIN STREET WALTHAM MA 02451 27651625 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 35 643 1500 10473 4533 4429603 5543489 19969976 20908102 262905 952233 -74386 -81714 24588098 27322110 479401 229896 0 0 18649101 20473481 0 0 635704 4812772 5094683 23941274 25798060 646824 1524050 26633955 26873401 2036588 1770224 24597367 25103177 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 10039257 11941748 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, 2011 , JF&CS MADE 343,121 VISITS TO THE ELDERLY IN THE GREATER BOSTON AREA. 4874690 46053 4808287 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, 2011, JF&CS PROVIDED SERVICES TO 2,219 CLIENTS IN TEN DISTINCT AREAS OF SERVICE TO INDIVIDUALS WITH DISABILITIES. 1066537 600179 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. THE CENTER 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 YOUNG 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. FAMILIES MAY RECEIVE SERVICES UNTIL THEIR CHILD'S THIRD BIRTHDAY. TOGETHER THESE PROGRAMS SERVE 103 MASSACHUSETTS COMMUNITIES. WITHIN THESE 103 COMMUNITIES, JF&CS SERVED 1,795 CLIENTS FOR THE YEAR ENDED SEPTEMBER 30, 2011. 5004069 183843 3491661 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. 5004069 183843 3491661 20984553 1 1 0 0 0 0 0 1 1 1 1 0 1 0 1 0 1 0 0 1 1 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 155 0 1 643 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 BETH LEBOVITZ BACKER 5.00 X 0 0 0 NEAL M BALKOWITSCH 5.00 X 0 0 0 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 HARVEY GREENBERG 5.00 X X 0 0 0 JAMIE GROSSMAN 5.00 X 0 0 0 MELISSA WEINER JANFAZA 5.00 X 0 0 0 JULIE RIVEN JAYE 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 ELIZABETH A ROSEN 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 JACKIE WEINSTEIN 5.00 X X 0 0 0 DONALD WERTLIEB PHD 5.00 X 0 0 0 CANDICE FWOLK 5.00 X 0 0 0 JOYCE ZAKIM 5.00 X 0 0 0 BETH SCHLAGER 5.00 X 0 0 0 CINDY GOLDMAN BLOTNER 5.00 X 0 0 0 STEWART KARGER 5.00 X 0 0 0 DONNA STEIN 5.00 X 0 0 0 SEYMOUR J FRIEDLAND 36.00 X 326300 0 17880 A KEENE METZGER 36.00 X 164763 0 11301 RIMMA ZELFAND 36.00 X 166747 0 5658 ELLEN LASH 36.00 X 128923 0 3799 ANNA KESHISHYAN 55.00 X 127361 0 860 IRA SCHOR 36.00 X 123276 0 4931 NADEZDA MUSTOVA-PETROVA 36.00 X 119196 0 15410 ELIZABETH CLOSS 36.00 X 116389 0 17538 1272955 0 77377 12 0 1 0 0 949689 4593800 131277 5543489 SERVICE FEE INCOME 624100 14701881 14701881 GOVERNMENT CONTRACTS 624100 3319582 3319582 GRANT INCOME 624100 2822571 2822571 RENTAL INCOME FROM CLI 532000 64068 64068 20908102 66153 10473 55680 5750 5750 5750 5750 886885 805 886885 -805 886080 886080 99770 949689 328710 -228940 -228940 MERGER INCOME 900099 141384 141384 MISCELLANEOUS INCOME 900099 92 92 141476 27322110 21049578 10473 718570 183843 183843 46053 46053 16959773 14128906 2459158 371709 251942 207679 38037 6226 1834496 1475049 325007 34440 1427270 1213661 167443 46166 75360 16320 59040 115171 31764 83407 96710 9500 87210 533409 337971 188569 6869 73361 22392 34910 16059 144681 66494 71861 6326 1040221 888085 133733 18403 413704 402865 9569 1270 62024 38924 12859 10241 20642 10565 7892 2185 218019 168691 44022 5306 77035 69918 7117 CLIENT SUPPORT AND ASSI 545768 541923 3845 PROGRAM SUPPLIES & MATE 265029 265029 COMMUNICATIONS 229624 180851 41673 7100 MEALS 185120 171889 9867 3364 BAD DEBT EXPENSE 113887 113887 884918 506181 278697 100040 25798060 20984553 4177803 635704 948147 335841 28420 30915 787460 396360 2666293 2825414 65479 44832 361315 447822 4664703 2925907 1744931 1738796 17782445 18518631 2249465 2534790 26633955 26873401 1593102 1436179 338091 253290 3551 3551 101844 77204 2036588 1770224 X 17182818 17515769 5830572 5348876 1583977 2238532 24597367 25103177 26633955 26873401 X 1524050 -1018240 X 0 1 1 X 1 1 X 4364523 4744958 4193962 4429603 5543489 23276535 4364523 4744958 4193962 4429603 5543489 23276535 1252073 22024462 125240 160184 55113 32379 71903 444819 901634 668626 166601 181700 99770 2018331 25739685 97573297 0.85570 0.85060 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 3196554 654555 7013 77004 3781118 3480359 17263 128457 100432 329093 3196554 3334472 40929 104958 3480359 0.59200 0.40800 1 0 2726171 1200453 1525718 34190 6557 27633 1904342 1718897 185445 1738796 JEWISH COMMUNITY ENDOWMENT POOL, LP 18518631 F 18518631 OTHER ASSETS AND DEPOSITS 80079 BENEFICIAL INTEREST IN CHARITABLE REMAINDER TRUST 972405 DUE FROM JEWISH FAMILY AND CHILDREN'S FOUNDATION 1482125 SWAP VALUATION 181 2534790 27322110 25798060 1524050 -977341 -40899 -1018240 505810 26632580 -1018240 -1018240 27650820 -328710 -328710 27322110 26126770 328710 328710 25798060 0 25798060 PART IV, LINE 2B: THE ORGANIZATION OPERATES THE NEW AMERICAN PROGRAM THAT RECEIVES FUNDS FROM INDIVIDUALS SPONSORING THE SETTLEMENT OF EMIGRANTS FROM COUNTRIES COMPROMISING THE FORMER SOVIET UNION AND DISBURSES THESE MONIES TO THE EMIGRANTS UPON THEIR ARRIVAL. THE ORGANIZATION ALSO OPERATES A GUARDIANSHIP ACCOUNT AND HOLDS WARD 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. WE ISSUE CHECKS TO PAY CLIENT BILLS AND QUARTERLY RECEIVE A CHECK FROM CJP TO COVER ALL MONIES WE HAVE PAID OUT. DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE ORGANIZATION USES ITS ENDOWMENT FUNDS TO SUPPORT ITS MISSION. 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 2008. PART XI, LINE 8 - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST IN CHARITABLE REMAINDER TRUST -40,899. PART XII, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST IN CHARITABLE REMAINDER TRUST -40,899. NET UNREALIZED LOSS ON INVESTMENTS -977,341. PART XII, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE REPORTED ON FORM 990, PART VIII, LINE 8B -328,710. PART XIII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE REPORTED ON FORM 990, PART VIII, LINE 8B 328,710. 1 RUSSIA AND THE NEWLY INDEPENDENT STATES 0 0 PROGRAM SERVICES EDUCATIONAL ASSISTANCE, PARENTAL SUPPORT AND THERAPIES FOR HANDICAPPED INDIVIDUALS 30821 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES EDUCATIONAL ASSISTANCE, PARENTAL SUPPORT AND THERAPIES FOR HANDICAPPED INDIVIDUALS 15232 0 0 0 0 0 0 46053 0 46053 RUSSIA AND THE NEWLY INDEPENDENT STATES EDUCATIONAL ASSISTANCE, PARENTAL SUPPORT AND THERAPIES FOR HANDICAPPED INDIVIDUALS 30821 WIRE TRANSFER MIDDLE EAST AND NORTH AFRICA EDUCATIONAL ASSISTANCE, PARENTAL SUPPORT AND THERAPIES FOR HANDICAPPED INDIVIDUALS 15232 WIRE TRANSFER 2 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 718997 641797 77200 22000 54563 6500 164144 WOMENS BREAKFAST 150829 146529 4300 2035 5707 16707 2 179633 161363 18270 3800 23270 850 29134 1049459 949689 99770 27835 83540 7350 209985 328710 -228940 1 HOMELESSNESS PREVENTION AND RAPID REHOUSING 52 183843 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: 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 ASSITANCE TO. X X X 0 0 0 0 0 0 0 0 0 SEYMOUR J FRIEDLAND 300518 0 20956 0 4826 0 0 0 17880 0 344180 0 0 0 A KEENE METZGER 157831 0 6932 0 0 0 3259 0 8042 0 176064 0 0 0 RIMMA ZELFAND 159642 0 7105 0 0 0 3190 0 2468 0 172405 0 0 0 X 4 131277 FAIR MARKET VALUE 0 0 0 METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: PART I, COLUMN (B): THE NUMBER OF CONTRIBUTORS REPORTED IS THE NUMBER OF GIFTS RECEIVED. NEW PROGRAM SERVICES FORM 990, PART III, LINE 2 IN JANUARY 2011, WE EXPANDED OUR ABILITY TO SERVE THE COMMUNITY THROUGH A MERGER WITH JEWISH FAMILY SERVICE OF THE NORTH SHORE ("JFNS"). JFNS IS A NON-PROFIT SOCIAL SERVICE AGENCY THAT HAS BEEN SERVING THE ENTIRE NORTH SHORE, FROM LYNN TO CAPE ANN, FOR MORE THAN 100 YEARS. SINCE THE MERGER, THE TWO AGENCIES HAVE WORKED TOGETHER CLOSELY TO CENTRALIZE PROGRAM RESOURCES AND PLAN FOR THE FUTURE. JF&CS NOW SEEKS TO OFFER PROGRAMS THAT WERE NOT PREVIOUSLY AVAILABLE ON THE NORTH SHORE. IN ADDITION TO IDENTIFYING NEW PROGRAM OPPORTUNITIES, JF&CS HAS BEEN BUSY WORKING ON STRENGTHENING AND ENHANCING EXISTING PROGRAMS ON THE NORTH SHORE. AS WE LEARN ABOUT THE NEEDS OF THE NORTH SHORE, JF&CS STAFF CONTINUE TO REACH OUT TO CONSTITUENTS AND POTENTIAL PARTNERS ALIKE. WE STRIVE TO SERVE OUR COMMUNITIES WITH THE HIGH-QUALITY SERVICES THEY HAVE COME TO EXPECT WHILE DEVELOPING NEW WAYS TO HELP THEM LIVE WITH INDEPENDENCE AND DIGNITY. FORM 990, PART VI, SECTION B, LINE 11 THE DRAFT FORM 990 IS APPROVED BY AN OFFICER 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 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 PROGRAMS 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. THE FINANCE COMMITTEE AND EXECUTIVE COMMITTEE HAVE AUTHORIZED AN OFFICER OF THE BOARD OF DIRECTORS TO APPROVE THE REPORT ON THE BOARD'S BEHALF. 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 ON SEPTEMBER 21, 2012 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 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, THE FORM 990 AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC 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 LOSSES ON INVESTMENTS: -977,341. CHANGE IN BENEFICIAL INTEREST IN CHARITABLE REMAINDER TRUST -40,899. TOTAL TO FORM 990, PART XI, LINE 5: -1,018,240. JEWISH FAMILY AND CHILDREN'S FOUNDATION INC 1430 MAIN STREET WALTHAM MA 02451 233124450 HOLDS BUSINESS PROPERTY MA 501(C)(3) LINE 11B, II N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 JEWISH FAMILY AND CHILDREN'S FOUNDATION O 362443 FAIR MARKET VALUE