2023-11-15T12:23:47-06:00 2022-12-31 920370318 REDPATH AND COMPANY LTD 4810 WHITE BEAR PKWY WHITE BEAR LAKE MN 55110 990 2022-01-01 410694697 JEWISH FAMILY SERVICE OF ST PAUL JEWI 6516980767 1633 W 7TH STREET ST PAUL MN 55102 BRUCE R MATZA PRESIDENT 6516980767 2023-11-07 1 BRUCE MATZA 999009999 0 ASHLEY REHN CPA P00965922 6514267000 2023-11-07 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z RUTH HAMPTON OLKON 1633 W 7TH STREET ST PAUL MN 55102 3705827 0 X WWW.JFSSP.ORG X 1911 MN JFS HELPS PEOPLE BUILD ON THEIR STRENGTHS TO MEET LIFE'S CHALLENGES WITH DIGNITY. 29 29 57 310 0 0 916993 777685 2558311 2499799 224815 131507 0 -5929 3700119 3403062 30809 17559 0 0 2726795 2839422 0 0 128869 979128 712379 3736732 3569360 -36613 -166298 4146307 3257586 367160 315505 3779147 2942081 INSPIRED BY JEWISH VALUES, WE HELP PEOPLE FROM ALL BACKGROUNDS BUILD ON THEIR STRENGTHS AND MEET LIFE'S CHALLENGES. 0 0 2011667 0 1782567 JFS IS A NON-SECTARIAN AGENCY PROVIDING A BROAD VARIETY OF SERVICES TO PEOPLE OF ALL RELIGIONS AND BACKGROUNDS IN THE ST. PAUL METRO AREA. JFS IS PARTICULARLY WELL KNOWN FOR ITS PERSON-CENTERED AGING AND DISABILITY PROGRAMMING AND ITS COLLABORATIVE APPROACH TO MEETING THE NEEDS OF OUR MOST VULNERABLE ACROSS ALL SERVICE AREAS. AGING AND DISABILITY SERVICES, THE LARGEST SERVICE SECTOR, PROVIDED CASE MANAGEMENT AND SUPPORT TO 1,777 INDIVIDUALS AND FAMILIES TO ASSIST THEM TO CONTINUE LIVING INDEPENDENTLY. OLDER ADULTS, FRAIL ELDERS, SURVIVORS OF THE HOLOCAUST, AND PERSONS WITH DISABILITIES WERE PROVIDED ASSESSMENTS, SERVICE PLANS, REFERRALS, IN-HOME PERSONAL CARE, EMERGENCY ASSISTANCE, AND ONGOING CASE MANAGEMENT. ALMOST 90% OF OUR ELDER CLIENTS LIVE BELOW THE POVERTY LINE. 530149 0 525250 COMMUNITY PROGRAMMING - 38 INDIVIDUALS RECEIVED EMPLOYMENT PROGRAMMING AND IMPROVED THEIR JOB SEARCH SKILLS AND/OR JOB STATUS. CHAPLAINCY - OUR COMMUNITY CHAPLAIN PROVIDES SPIRITUAL AND MORAL SUPPORT TO PEOPLE OF ALL FAITHS, AGES AND BACKGROUNDS. THIS PROGRAM PROVIDES SUPPORT TO ISOLATED INDIVIDUALS IN NEED THROUGHOUT THE COMMUNITY, INCLUDING CORRECTIONAL FACILITIES. KOSHER MEALS ON WHEELS, PROVIDED OVER 8,500 HOT, NUTRITIOUS AND KOSHER MEALS TO PEOPLE IN NEED. OUR FAMILY LIFE EDUCATION PROGRAM CO-SPONSORED THE COMMUNITY'S MENTAL HEALTH EDUCATION CONFERENCE AND PROVIDES ONGOING PROGRAMMING FOR WOMEN CONSIDERING LIFE TRANSITIONS. 158223 17559 191982 OUR COUNSELING AND EARLY INTERVENTION PROGRAM PROVIDED THERAPY SESSIONS TO 134 INDIVIDUALS AND FAMILIES TO ADDRESS DIFFICULTIES IN RELATIONSHIPS, DYSFUNCTIONAL BEHAVIOR, AND OTHER CRISIS SITUATIONS. OUR THREE LICENSED THERAPISTS PROVIDED EDUCATIONAL SEMINARS TO A VARIETY OF AUDIENCES PARTICIPATING IN COMMUNITY SEMINARS AND WORKSHOPS. THROUGH CASE MANAGEMENT AND EMERGENCY FINANCIAL ASSISTANCE IN THE FORM OF GRANTS AND LOANS, WE HELPED 98 INDIVIDUALS AND FAMILIES MEET THEIR BASIC NEEDS AND AVOID EVICTION/FORECLOSURE AND UTILITY SHUT-OFF. OUR VOLUNTEER ENGAGEMENT PROGRAM PACKED AND DELIVERED PASSOVER SUPPLIES TO 177 FAMILIES WHO OTHERWISE COULDN'T CELEBRATE THE HOLIDAY AND PROVIDED HOLIDAY GIFT BASKETS TO 155 FAMILIES. 2700039 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 8 0 1 57 1 0 0 0 0 0 0 0 0 0 0 0 0 X 29 29 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 MN X X THE ORGANIZATION 6516980767 1633 W 7TH STREET ST PAUL MN 55102 TOM FRISHBERG PAST PRESIDENT 1.00 X X 0 0 0 STEPHEN LEVIN PRESIDENT/PAST PRESIDENT 1.00 X X 0 0 0 LISA COHEN TREASURER 1.00 X X 0 0 0 ALEX TREITLER BOARD MEMBER 1.00 X 0 0 0 BRUCE MATZA VICE PRESIDENT/PRESIDENT 1.00 X X 0 0 0 DAVID MILAVETZ BOARD MEMBER 1.00 X 0 0 0 DAVID WOLKOWICZ BOARD MEMBER 1.00 X 0 0 0 TOM CYTRIN-HYSOM BOARD MEMBER 1.00 X 0 0 0 ESTI KOEN BOARD MEMBER 1.00 X 0 0 0 SLOANE KOHNSTAMM BOARD MEMBER 1.00 X 0 0 0 JAMIE SHACTER BOARD MEMBER 1.00 X 0 0 0 KATE SEARLS BOARD MEMBER 1.00 X 0 0 0 STAN LAPIDOS BOARD MEMBER 1.00 X 0 0 0 SUSAN LEVEY BOARD MEMBER 1.00 X 0 0 0 LINDA ALTER BOARD MEMBER 1.00 X 0 0 0 LISA DORN BOARD MEMBER 1.00 X 0 0 0 MARSHA ZIMMERMAN BOARD MEMBER/SECRETARY 1.00 X 0 0 0 MICHAEL MINSBERG BOARD MEMBER/SECRETARY 1.00 X X 0 0 0 JOEL GLASER BOARD MEMBER 1.00 X 0 0 0 PEGGY KIPP BOARD MEMBER 1.00 X 0 0 0 SARAH LEVINE BOARD MEMBER 1.00 X 0 0 0 STUART SANDERS BOARD MEMBER/VICE PRESIDENT 1.00 X 0 0 0 ZOEY ALCH BOARD MEMBER 1.00 X 0 0 0 BRUCE GOODMAN BOARD MEMBER 1.00 X 0 0 0 JAMIE MADDEAUX BOARD MEMBER 1.00 X 0 0 0 ANDREW RAPAPORT BOARD MEMBER 1.00 X 0 0 0 FRED DULLES BOARD MEMBER/SECRETARY 1.00 X X 0 0 0 MITZI GRAMLING BOARD MEMBER 1.00 X 0 0 0 ROBIN LACKNER BOARD MEMBER 1.00 X 0 0 0 RUTH HAMPTON OLKON CHIEF EXECUTIVE OFFICER 40.00 X 114961 0 2299 TIM GOTHMANN CHIEF OPERATING OFFICER 40.00 X 95687 0 1914 210648 0 4213 1 0 0 0 0 211983 60447 89626 415629 777685 PROGRAM SERVICE FEES 624100 2438885 2438885 MEALS ON WHEELS 624100 60914 60914 2499799 31083 31083 383073 360 283009 0 100064 360 100424 100424 13827 60447 19756 -5929 -5929 3403062 2499799 0 125578 17559 17559 214861 73874 129261 11726 2119408 1695465 344961 78982 31952 21251 8978 1723 310814 249879 52989 7946 162387 121605 34228 6554 56870 56870 20010 20010 82308 63001 12444 6863 37742 28132 9610 41189 35825 4693 671 91583 77737 12114 1732 24419 20462 3462 495 7703 7661 42 15908 4341 11567 35380 27242 7430 708 17028 13772 2849 407 PROGRAM AND PROFESSIONA 203112 202510 536 66 MEALS ON WHEELS 49356 49356 DUES AND SUBSCRIPTIONS 20651 17731 2577 343 BAD DEBT 1246 746 500 7874 22 6809 1043 3569360 2700039 740452 128869 241406 250470 272525 173875 88510 128519 22721 19017 1411389 668011 720403 743378 2751867 1903954 48875 38373 4146307 3257586 367160 315505 367160 315505 X 2166539 1646484 1612608 1295597 3779147 2942081 4146307 3257586 -166298 -614787 -55981 0 X 0 1 X 1 0 X 764148 1004357 1268643 916993 777685 4731826 764148 1004357 1268643 916993 777685 4731826 324442 4407384 44866 45420 113473 47270 31083 282112 5013938 11278608 0.87900 0.86160 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1528433 18863 -274842 47750 1224704 1246545 34416 285970 38498 1528433 1100097 29669 142006 25227 1246545 944220 700 192177 37000 1100097 991546 1317 -23643 25000 944220 0.00000 0.57000 0.43000 0 0 151321 151321 1177831 596964 580867 32675 24185 8490 36062 36062 0 13500 10800 2700 743378 X 2787661 -614787 -614787 3402448 20010 -19396 614 3403062 3569106 0 3569106 20010 -19756 254 3569360 PART V, LINE 4: ENDOWMENTS ARE FUNDS ESTABLISHED BY DONORS PERMANENTLY RESTRICTING THE ORIGINAL GIFT WHILE MAKING EARNINGS AVAILABLE FOR EXPENDITURE FOR THE PURPOSE SPECIFIED BY THE DONOR. PART X, LINE 2: A TAX EXPENSE OR BENEFIT FROM AN UNCERTAIN INCOME TAX POSITION (INCLUDING TAX-EXEMPT STATUS) MAY BE RECOGNIZED ONLY WHEN IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. MANAGEMENT BELIEVES THE ORGANIZATION HAS NO UNCERTAIN INCOME TAX POSITIONS THAT WOULD RESULT IN AN ACCRUAL, EXPENSE OR BENEFIT UNDER THE MORE LIKELY THAN NOT STANDARD. PART XI, LINE 4B - OTHER ADJUSTMENTS: GAIN ON DISPOSAL OF FIXED ASSETS 360. FUNDRAISING EVENT EXPENSES -19,756. PART XII, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES -19,756. CELEBRATION OF SERVICE 74274 60447 13827 1000 11230 5000 2523 74274 60447 13827 1000 11230 5000 2523 19753 -5926 1 FOOD, SHELTER AND CLOTHING 21 14829 0 N/A N/A 8TH DEGREE LOANS 3 1730 0 N/A N/A TRANSPORTATION ASSISTANCE 2 1000 0 N/A N/A PART I, LINE 2: APPLICANTS REQUESTING FINANCIAL ASSISTANCE ARE ASKED TO BRING IN DOCUMENTATION OF INCOME AND EXPENSES AS WELL AS ANY RELEVANT DOCUMENTATION REGARDING THE REQUEST. IF FINANCIAL ASSISTANCE IS PROVIDED, CHECKS ARE MADE OUT TO THE VENDOR, NOT THE APPLICANT, WITH A RELEASE OF INFORMATION FORM SIGNED FOR EACH PERTINENT VENDOR. A CHECK REQUEST FORM IS COMPLETED AND APPROVED BY THE CHIEF OPERATING OFFICER. THE CHECK REQUEST AND BACKUP DOCUMENTATION ARE PROCESSED THROUGH A/P. FORM 990, SCHEDULE I, PART III JFS PROVIDED A HIGHER LEVEL OF ASSISTANCE DUE TO RECEIVING A GRANT FROM THE ST. PAUL JEWISH FEDERATION FOR THAT PURPOSE. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE IS AUTHORIZED BY THE BOARD OF DIRECTORS TO MAKE DECISIONS BETWEEN REGULARLY SCHEDULED OR EMERGENCY BOARD MEETINGS, ACCORDING TO JFS'S BYLAWS. THE EXECUTIVE COMMITTEE THEN REPORTS THEIR DECISIONS TO THE BOARD AT THE NEXT MEETING. FORM 990, PART VI, SECTION A, LINE 8B THE EXECUTIVE COMMITTEE SHALL HAVE THE AUTHORITY OF THE BOARD OF DIRECTORS IN THE MANAGEMENT OF THE BUSINESS OF THIS CORPORATION IN THE INTERVAL BETWEEN MEETINGS OF THE BOARD OF DIRECTORS, AND THE EXECUTIVE COMMITTEE SHALL AT ALL TIMES BE SUBJECT TO THE CONTROL AND DIRECTION OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE CHIEF EXECUTIVE OFFICER AND ACCOUNTING STAFF COMPLETE THE FORM 990 QUESTIONNAIRE, THE BOARD RECEIVES ELECTRONIC COPIES OF THE COMPLETED FORM 990 FOR REVIEW, THE BOARD OF DIRECTORS APPROVES THE COMPLETED FORM 990 AT THE FIRST MEETING OF THE NEW BOARD YEAR. FORM 990, PART VI, SECTION B, LINE 12C AT THE FIRST BOARD MEETING EACH YEAR THE POLICY IS DISTRIBUTED TO ALL BOARD MEMBERS ALONG WITH A SIGNATURE PAGE THAT MUST BE RETURNED. BOARD MEMBERS ARE REQUIRED TO IDENTIFY ANY KNOWN CONFLICTS, SIGN THE SIGNATURE PAGE, AND RETURN IT AT THE FIRST MEETING OF THE NEW BOARD YEAR. THE BOARD OF DIRECTORS REVIEWS ALL POTENTIAL CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 CHIEF EXECUTIVE OFFICER COMPENSATION IS REVIEWED AND REVISED BY THE EXECUTIVE COMMITTEE ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 PUBLIC DOCUMENTS ARE AVAILABLE UPON REQUEST. THE ANNUAL REPORT, AUDIT AND 990 ARE PUBLISHED ON THE ORGANIZATION'S WEBSITE.