2023-11-15T09:16:44-06:00 2022-12-31 390974031 WEGNER CPAS LLP 2921 LANDMARK PL STE 300 MADISON WI 537134236 990 2022-01-01 391300430 JEWISH SOCIAL SERVICES OF MADISON INC JEWI 6084424081 6434 ENTERPRISE LANE MADISON WI 537191117 CHRISTINE SHANAHAN ASSOCIATE EXECUTIVE DIRECTOR 6084424081 2023-11-14 1 CHRISTINE SHANAHAN 999009999 0 MIKE HABLEWITZ CPA P01259157 6082744020 2023-11-14 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z KAI YAEL GARDNER-MISHLOVE 6434 ENTERPRISE LANE MADISON WI 537191117 1886677 0 8008 X WWW.JSSMADISON.ORG X 1978 WI JEWISH SOCIAL SERVICES OF MADISON EMPOWERS FAMILIES AND INDIVIDUALS ACROSS GENERATIONS AND CULTURES TO BUILD COMMUNITY AND SELF-SUFFICIENCY, WITH A STRONG COMMITMENT TO THE JEWISH COMMUNITY AND INSPIRED BY JEWISH VALUES. WE OFFER SERVICES IN THE AREAS OF SHORT-TERM ADVOCACY, LONG-TERM CASE MANAGEMENT, JEWISH SPIRITUAL CARE AND IMMIGRATION SERVICES. WE SERVE PEOPLE OF ALL AGES AND BACKGROUNDS. 13 13 27 223 0 0 1533815 1657661 17852 15989 323 3239 0 0 1551990 1676889 258936 360158 0 0 786889 969721 0 0 79410 144209 215823 1190034 1545702 361956 131187 5043600 4975501 69760 98648 4973840 4876853 X JEWISH SOCIAL SERVICES OF MADISON EMPOWERS FAMILIES AND INDIVIDUALS ACROSS GENERATIONS AND CULTURES TO BUILD COMMUNITY AND SELF-SUFFICIENCY, WITH A STRONG COMMITMENT TO THE JEWISH COMMUNITY AND INSPIRED BY JEWISH VALUES.WE OFFER SERVICES IN THE AREAS OF SHORT-TERM ADVOCACY, LONG-TERM CASE MANAGEMENT, JEWISH SPIRITUAL CARE AND IMMIGRATION SERVICES. WE SERVE PEOPLE OF ALL AGES AND BACKGROUNDS. 0 0 903201 316843 710 IMMIGRATION SERVICES - PROVIDES ASSISTANCE TO INDIVIDUALS WITH REFUGEE OR ASYLUM STATUS TO APPLY FOR ADJUSTMENT OF STATUS (GREEN CARD), FAMILY REUNIFICATION, TRAVEL DOCUMENTS AND CITIZENSHIP. 161116 40037 13229 SUPPORT SERVICES TO ELDERLY & CASE MANAGEMENT - PROVIDES CASEWORK AND CASE MANAGEMENT, COUNSELING, ASSISTANCE WITH HOME DISPLACEMENT DECISIONS, FINANCIAL ASSISTANCE, SOCIAL PROGRAMS, HOSPITAL DISCHARGE PLANS. CASE MANAGEMENT AND REFERRAL PROGRAM IS FOR INDIVIDUALS WITH REFUGEE STATUS WITHIN 5 YEARS OF ARRIVAL WHO ARE LOOKING FOR ASSISTANCE WITH EMPLOYMENT AND CAREER ADVANCEMENT. 88100 2941 2050 CHAPLAINCY - PROVIDES SPIRITUAL CARE, SUPPORT, AND COMFORT FOR JEWISH INDIVIDUALS AND FAMILIES WHO ARE COPING WITH ILLNESS, AGING, LOSS, OR OTHER LIFE CHALLENGES AND DO NOT HAVE ACCESS TO ANOTHER RABBI. 82924 337 0 VOLUNTEER SERVICES - PROVIDE VOLUNTEER OPPORTUNITIES AND SUPPORT TO CLIENTS. 82924 337 0 1235341 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 3 0 27 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X CHRISTINE SHANAHAN 6084424081 6434 ENTERPRISE LANE MADISON WI 537191117 CAROUSEL BAYRD PRESIDENT 3.00 X X 0 0 0 BRAD GOLDSTEIN IMMEDIATE PAST PRESIDENT 1.00 X 0 0 0 NATHAN LIPTON TREASURER 1.00 X X 0 0 0 RACHEL ROSENFELD SECRETARY 1.00 X X 0 0 0 BARRY GIDAL DIRECTOR 1.00 X 0 0 0 MASOOD AKHTAR DIRECTOR 1.00 X 0 0 0 JUDITH KAROFSKY DIRECTOR 1.00 X 0 0 0 BOB BRESLOW DIRECTOR 1.00 X 0 0 0 ARIELA KARASOV DIRECTOR 1.00 X 0 0 0 AMY LESSING DIRECTOR 1.00 X 0 0 0 STORMY JUSTICE DIRECTOR 1.00 X 0 0 0 NANCY LEFF DIRECTOR 1.00 X 0 0 0 HANNAH LIPTON DIRECTOR 1.00 X 0 0 0 DAWN BERNEY EXECUTIVE DIRECTOR (THRU MAY) 30.00 X 29080 0 2074 CHRISTINE SHANAHAN ASSOCIATE EXECUTIVE DIRECTOR 35.00 X 82706 0 7344 KAI YAEL GARDNER-MISHLOVE EXECUTIVE DIRECTOR (FROM SEPT) 40.00 X 31109 0 3758 142895 0 13176 0 0 0 0 0 76635 844402 736624 17891 1657661 GUARDIANSHIP FEES 624190 8006 8006 SOCIAL GROUP FEES 624120 5223 5223 CHAPLAINCY FEES 813000 2050 2050 IMMIGRATION FEES 541110 710 710 15989 3349 3349 209678 209788 -110 -110 -110 1676889 15989 0 3239 360158 360158 121204 52814 53154 15236 696898 585582 78035 33281 18729 14615 3003 1111 79452 61999 12741 4712 53438 41700 8569 3169 13200 13200 51650 16148 35502 47956 26558 5344 16054 19732 15399 3163 1170 21432 17295 2734 1403 2275 1775 365 135 13123 10241 2104 778 2355 1838 377 140 21158 16510 3393 1255 FOOD 14537 11344 2331 862 DUES AND LICENSING 1749 1365 280 104 6656 6656 1545702 1235341 230951 79410 748317 738946 256501 528593 94324 245943 15035 16270 67671 26451 57 41220 1798 4547 3927568 3399982 5043600 4975501 69760 98648 69760 98648 X 2898835 3247948 2075005 1628905 4973840 4876853 5043600 4975501 X 131187 4437 110592 -343203 X 0 1 X 1 0 X 711398 917566 1111274 1533815 1768253 6042306 711398 917566 1111274 1533815 1768253 6042306 711022 5331284 226911 119905 677 323 3349 351165 6393471 86561 0.83390 0.81810 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3864262 -331221 194000 11981 3327060 3455660 1000 421173 13571 3864262 3118159 1000 448948 97225 15222 3455660 2463713 400000 340155 85709 3118159 2289790 262000 -48077 40000 2463713 0.51640 0.34880 0.13480 1 0 67671 26451 41220 41220 JEWISH FEDERATION POOLED PORTFOLIO 3327060 F MONEY MARKET 70438 C CERTIFICATE OF DEPOSIT 2484 C 3399982 1354173 4437 16050 -343203 -322716 1676889 0 1676889 1561752 16050 16050 1545702 0 1545702 PART V, LINE 4: JEWISH SOCIAL SERVICES OF MADISON, INC.'S ENDOWMENTS CONSIST OF FUNDS HELD BY THE JEWISH FEDERATION OF METROPOLITAN CHICAGO WHICH WERE ESTABLISHED FOR A VARIETY OF PURPOSES. 1 REFUGEE RESETTLEMENT ASSISTANCE 20 7592 CLIENT/CASE MANAGEMENT ASSISTANCE 2482 352498 FOOD 1 0 68 BOOK VALUE FOOD PART I, LINE 2: ONCE GRANT FUNDS ARE DISBURSED, THE ORGANIZATION DOES NOT HAVE ANY PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS. FORM 990, PART VI, SECTION A, LINE 2 NATHAN AND HANNAH LIPTON HAVE A FAMILY RELATIONSHIP. BRAD GOLDSTEIN AND RACHEL ROSENFELD HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 6 EVERY PERSON WHO CONTRIBUTES TO THE CORPORATION OR VOLUNTEERS FOR THE CORPORATION SHALL BE CONSIDERED A MEMBER OF THE CORPORATION FOR THE FISCAL YEAR OF THE DONATION OF TIME OR SERVICES. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS ELECT THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B THE ORGANIZATION'S BYLAWS MAY BE ALTERED, AMENDED, OR REPEALED BY A TWO-THIRDS VOTE OF THE MEMBERS PRESENT AT ANY ANNUAL OR OTHER MEETING OF THE MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE PREPARED FORM 990 IS REVIEWED AND APPROVED BY THE MEMBERS OF THE GOVERNING BODY BEFORE THE RETURN IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY ALL DIRECTORS AND OFFICERS COMPLETE AND SIGN A STATEMENT THAT PROVIDES INFORMATION REGARDING THEIR INTERESTS AND THOSE OF THEIR FAMILY MEMBERS THAT COULD GIVE RISE TO CONFLICTS. THE MEMBERS OF THE GOVERNING BODY MAKE DETERMINATIONS OF WHETHER A CONFLICT EXISTS AND REVIEW ACTUAL CONFLICTS. ANY PERSON WITH A CONFLICT IS PROHIBITED FROM PARTICIPATING IN THE GOVERNING BODY'S DELIBERATIONS AND DECISIONS IN THE TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15 THE MEMBERS OF THE GOVERNING BODY ANNUALLY DETERMINE THE EXECUTIVE DIRECTOR'S COMPENSATION USING COMPARABILITY DATA ON COMPENSATION PAID BY COMPARABLE ORGANIZATIONS IN THE SAME OR SIMILAR COMMUNITIES FOR SIMILAR SERVICES. THE ASSOCIATE EXECUTIVE DIRECTOR'S COMPENSATION IS DETERMINED BY THE EXECUTIVE DIRECTOR WITH FINAL APPROVAL BY THE BOARD OF DIRECTORS DURING THE BUDGET PROCESS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC AT THE ORGANIZATION'S OFFICE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF POOLED ENDOWMENT PORTFOLIO -343,203.