2024-07-10T11:53:20-05:00 2023-09-30 860683059 BEACHFLEISCHMAN PLLC 1985 E RIVER ROAD SUITE 201 TUCSON AZ 85718 990 2022-10-01 860623896 JEWISH FAMILY & CHILDREN'S SERVICE OF SOUTHERN ARIZONA INC JEWI 5207950300 4301 EAST FIFTH STREET TUCSON AZ 857112005 CARLOS A HERNANDEZ PRESIDENT & CEO 5207950300 2024-07-08 1 CARLOS HERNANDEZ 999009999 1 MONICA A VERA CPA P01456278 5203214600 2024-07-08 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JEWISH FAMILY & CHILDREN'S SERVICES OF SOUTHERN ARIZONA CARLOS A HERNANDEZ 4301 EAST FIFTH STREET TUCSON AZ 857112005 9165683 0 X JFCSTUCSON.ORG X 1988 AZ QUALITY SOCIAL AND BEHAVIORAL HEALTH SERVICES FOR THE JEWISH AND GREATER TUCSON COMMUNITY. 11 11 94 32 0 0 5898722 6721254 1580276 1924479 -146126 145787 -5588 250471 7327284 9041991 2558279 3107304 0 0 3898740 4958367 0 0 232032 882919 1011100 7339938 9076771 -12654 -34780 4836416 4966598 693914 858876 4142502 4107722 X JEWISH FAMILY & CHILDREN'S SERVICES OF SOUTHERN ARIZONA HELPS ALL PEOPLE MEET THEIR FULL POTENTIAL BY PROVIDING EXPERT COMMUNITY AND BEHAVIORAL HEALTH SERVICES. 0 0 3239547 2005 2091279 COUNSELING SERVICES FOR ALLPROJECT SAFE PLACE: PROVIDE EVIDENCE-BASED COUNSELING SERVICES TO INDIVIDUALS OF ALL AGES WHO ARE VICTIMS (SURVIVORS) OR WITNESSES OF CRIME INCLUDING DOMESTIC VIOLENCE, SEXUAL ASSAULT, CHILDHOOD SEXUAL AND PHYSICAL ABUSE, HUMAN TRAFFICKING, STALKING, AND MANY OTHER TYPES OF CRIME THAT UNFORTUNATELY ARE FAR TOO COMMON IN TODAY'S WORLD.FAMILY CONNECTIONS AND NURTURING PARENTING PROGRAM: THESE PROGRAMS ARE PART OF A CONTRACT WITH THE ARIZONA DEPARTMENT OF CHILD SAFETY. OUR GOAL IS TO PROVIDE SUPPORTS THAT KEEP CHILDREN SAFELY IN THEIR HOMES BY REDUCING THE RISK OF CHILD ABUSE/NEGLECT AND INCREASING PARENTING CAPACITIES. OUR SERVICES ARE TRAUMA-INFORMED, PERSON-CENTERED, AND CONSIDER EACH FAMILY'S UNIQUE NEEDS.COUNSELING: PROVIDE THERAPEUTIC SUPPORT ONLINE OR BY PHONE TO ANYONE WHO NEEDS IT. THE SASIC PROGRAM PROVIDES COORDINATED MEDICAL MENTAL HEALTH AND SOCIAL SERVICES TO AFGHAN SURVIVORS OF COMBAT AND THEIR FAMILIES. 1879384 1378523 37956 JEWISH COMMUNITY SERVICESSUPPORT FOR HOLOCAUST SURVIVORS: CASE MANAGEMENT, HOME CARE, FINANCIAL ASSISTANCE AND SOCIAL OPPORTUNITIES FOR HOLOCAUST SURVIVORS IN SOUTHERN ARIZONA.JEWISH ELDER ACCESS: WE HELP JEWISH OLDER ADULTS 60+ CONNECT WITH THE RESOURCES AND SUPPORT THEY NEED. WE ALSO HELP PEOPLE WHO NEED SUPPORT FOR THEIR PARENTS, FRIENDS, AND NEIGHBORS.JEWISH EMERGENCY FINANCIAL ASSISTANCE: HELP JEWISH INDIVIDUALS AND FAMILIES IN NEED WITH NECESSARY EXPENSES, INCLUDING FOOD CARDS, BUS PASSES, AND SHORT-TERM FINANCIAL ASSISTANCE TO AVOID EVICTION AND UTILITY SHUT OFF. 2587236 1726776 1845 COMMUNITY SERVICES FOR ALLHOME MEDICAL EQUIPMENT: PROVIDE MANUAL WHEELCHAIRS, WALKERS, CANES, CRUTCHES, HOME SAFETY EQUIPMENT AND OTHER MEDICAL IN-HOME USE DEVICES TO PEOPLE WITH A FINANCIAL NEED.LET'S END ABUSIVE HOUSEHOLDS (LEAH): INTENSE THERAPY AND COUNSELING FOR ADULTS WHO ARE VICTIMS OF DOMESTIC VIOLENCE AND OTHER CRIMES. CHAI CIRCLE FOR JEWISH WOMEN: EMPOWER WOMEN TO BE ACTIVE AND INFORMED CANCER SURVIVORS THROUGH EDUCATION, MENTORING, SOCIALIZATION, SPIRITUALITY AND SUPPORT.DIVORCE RECOVERY: PROVIDE SUPPORT TO LOCAL TUCSONANS GOING THROUGH A DIVORCE OR SEPARATION.REFUGEE RESETTLEMENT: WE OFFER FULL SERVICE REFUGEE RESETTLEMENT. WE COLLABORATE WITH THE HEBREW IMMIGRANT AID SOCIETY (HIAS) TO BRING THESE NEW AMERICANS INTO A SAFE COMMUNITY. 7706167 1 1 0 0 0 0 0 0 1 1 1 1 0 0 0 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 0 0 0 0 1 47 0 1 94 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X CARLOS HERNANDEZ 5207950300 4301 EAST FIFTH STREET TUCSON AZ 857112005 CARLOS HERNANDEZ PRESIDENT AND CEO 40.00 X 169171 0 12021 ANDREA BALLARD CHIEF OPERATING OFFICER 40.00 X 117671 0 11086 BARBARA BRUMER BOARD MEMBER 1.00 X 0 0 0 MARY COCHRAN BOARD MEMBER 1.00 X 0 0 0 ALMA HERNANDEZ BOARD MEMBER 1.00 X 0 0 0 NANCY LEFKOWITZ BOARD MEMBER 1.00 X 0 0 0 PATRICK EMERSON MCCORMICK BOARD MEMBER 2.00 X 0 0 0 DAVID OROZ BOARD MEMBER 1.00 X 0 0 0 MORGAN PFAU BOARD MEMBER 1.00 X 0 0 0 KEN GOODMAN BOARD CHAIR 5.00 X X 0 0 0 DANNY KLIEN BOARD CHAIR-ELECT 2.00 X X 0 0 0 DEBORAH YOKLIC BOARD TREASURER 2.00 X X 0 0 0 RITA SILVERBERG BOARD SECRETARY 2.00 X X 0 0 0 286842 0 23107 2 0 1 0 MOSAIC SENIOR SERVICES 2475 E WATER STREET TUCSON AZ 85719 CLIENT SERVICES 741816 HONOR CARE NETWORK 201 3RD STREET SUITE 101 SAN FRANCISCO CA 94103 CLIENT SERVICES 579410 DEVOTED GUARDIANS 1705 W RUBY DRIVE 107 TEMPE AZ 85284 CLIENT SERVICES 312787 HERITAGE HOME CARE 8723 E VIA DE COMMERCIO SUITE B10 SCOTTSDALE AZ 85258 CLIENT SERVICES 167397 CONNECTIONS IN-HOME CARE LLC 3519 E SHEA BLVD SUITE 121 PHOENIX AZ 85028 CLIENT SERVICES 167302 5 284200 30000 1132969 5274085 6721254 PROGRAM FEES 624100 1924479 1924479 1924479 13163 13163 214110 81486 132624 132624 132624 86076 30000 42206 43870 43870 MISCELLANEOUS 900099 206601 206601 206601 9041991 2131080 0 189657 3107304 3107304 373292 373292 3820973 3372469 301268 147236 95394 78381 10437 6576 311741 272157 27368 12216 356967 296458 48891 11618 18111 5368 12743 60600 17962 42638 17793 17793 328227 181701 140132 6394 6581 6581 75002 43629 17053 14320 66080 56510 6298 3272 131558 62308 66781 2469 39988 39666 322 61189 34191 26410 588 292 292 62928 53734 6083 3111 40434 34526 3909 1999 MISCELLANEOUS 51685 28133 11353 12199 EQUIPMENT RENT AND REPA 27203 21186 4684 1333 MEMBERSHIP AND DUES 18041 484 15437 2120 RECRUITMENT 5388 5388 9076771 7706167 1138572 232032 316201 285171 1373921 1479394 89399 89399 737444 701132 61956 33607 1536825 851976 716554 684849 1529389 1580527 11552 112519 4836416 4966598 508584 582643 163124 162727 11552 0 10654 0 0 113506 693914 858876 X 2556310 2454152 1586192 1653570 4142502 4107722 4836416 4966598 -34780 0 X 0 1 X 1 1 1 X 3379355 4458347 5541044 5898722 6721254 25998722 3379355 4458347 5541044 5898722 6721254 25998722 1537574 24461148 30627 25923 21703 3234 13163 94650 25799 600 43870 70269 11293 29501 17667 3380 206601 268442 26432083 7043307 0.92540 0.92040 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 1507513 131682 63819 17482 1557894 1683128 50500 -148752 59361 18002 1507513 1454124 305847 59373 17470 1683128 1475437 53953 59447 15819 1454124 1519394 31025 58898 16084 1475437 0.00000 0.83000 0.17000 1 0 191352 191352 1029191 617731 411460 316282 234245 82037 684849 POOLED INVESTMENTS AT JEWISH COMMUNITY FOUNDATION OF SOUTHERN ARIZONA 1580527 F 1580527 OPERATING LEASE OBLIGATIONS 113506 113506 X 9164569 98165 98165 9066404 17793 -42206 -24413 9041991 9199349 98165 42206 140371 9058978 17793 17793 9076771 PART IV, LINE 2B: THE ORGANIZATION HAS RESTRICTED CASH HELD FOR OTHERS. THESE ARE TRUST ACCOUNTS WHEREBY JFCS IS HANDLING THE FINANCIAL AFFAIRS FOR INDIVIDUALS WHO ARE UNABLE TO TAKE CARE OF THEMSELVES. THE AMOUNTS HELD FOR OTHERS TOTALED $0 AND $11,552 AT SEPTEMBER 30, 2023 AND 2022 AND HAVE CORRESPONDING CUSTODIAL LIABILITIES. PART V, LINE 4: THE ORGANIZATION'S ENDOWMENTS WERE ESTABLISHED TO SUPPORT, FURTHER AND ENHANCE THE MISSION OF JFCS. THESE ENDOWMENTS ARE HELD AND MANAGED AT THE JEWISH COMMUNITY FOUNDATION OF SOUTHERN ARIZONA AND ARE COMPRISED OF DONOR SPECIFIED BENEFICIARY FUNDS AND AGENCY ADVISED FUNDS. PART X, LINE 2: ASC 740 FOOTNOTE: THE ORGANIZATION IS EXEMPT FROM INCOME TAXES UNDER BOTH FEDERAL (INTERNAL REVENUE CODE SECTION 501(C)(3)) AND ARIZONA INCOME TAX LAWS, AND IS CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION UNDER INTERNAL REVENUE CODE SECTION 509(A)(1). INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE ORGANIZATION'S TAX-EXEMPT PURPOSE, HOWEVER, MAY BE SUBJECT TO TAXATION AS UNRELATED BUSINESS TAXABLE INCOME. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES -42,206. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 42,206. CONCERT 96540 25000 71540 19186 6750 15547 LUS DE VIDA 9218 5000 4218 183 2 10318 10318 540 116076 30000 86076 19186 6750 16270 42206 43870 1 HOLOCAUST SURVIVORS 49 1183401 NATIONAL HOME CARE 28 1214157 FINANCIAL ASSISTANCE 445 92135 HOME 72 18612 JEWISH ELDER ACCESS 253 102987 FAMILY CONNECTIONS 21 2005 REFUGEE RESETTLEMENT SERVICES 188 494007 PART I, LINE 2: SELECTION CRITERIA FOR DIRECT ASSISTANCE IS ESTABLISHED BY THE GRANTOR OF THE FUNDS AS TO WHO MAY BE ELIGIBLE AND FOR WHAT ASSISTANCE. ALL FUNDS DISBURSED ARE PAID BY CHECK DIRECTLY TO A VENDOR FOR THE PURPOSE FOR WHICH IT IS INTENDED. BUS PASSES ARE PURCHASED FROM SUN TRAN, AND THE PASSES ARE THEN GIVEN TO THE RECIPIENT. FOOD CARDS ARE PURCHASED FROM THE GROCERY STORE AND GIVEN TO THE RECIPIENT. PROGRAM STAFF REPORT AND MONITOR PROGRAM OUTCOMES TO ENSURE THAT FUNDS ARE BEING UTILIZED EFFECTIVELY AND EFFICIENTLY. THE ORGANIZATION HAS A COMPREHENSIVE BUDGET, WHICH IS STRUCTURED BY DEPARTMENT, PROGRAM, AND FUNDING SOURCE. REVENUES AND COSTS ARE REPORTED ON A MONTHLY BASIS TO MANAGEMENT, COMMITTEES OF THE BOARD AND THE BOARD OF DIRECTORS. VARIANCES TO BUDGET ARE REPORTED AND ANALYZED UTILIZING A FULL ARRAY OF FINANCIAL REPORTS AND GRAPHIC ANALYSIS. CORRECTIVE ACTIONS ARE FORMULATED, REPORTED AND MONITORED. X X 0 0 0 0 0 0 0 0 0 CARLOS HERNANDEZ PRESIDENT AND CEO 153895 0 12811 0 2465 0 2944 0 9077 0 181192 0 0 0 FORM 990, PART I, LINE 6 ALL REFUGEE RESETTLEMENT VOLUNTEERS TRACK THEIR VOLUNTEER HOURS USING A TIMESHEET. THE TIMESHEETS ARE SUBMITTED TO THE PROGRAM DIRECTOR MONTHLY. JFCS USES THE BUREAU OF LABOR STATISTICS WAGE RATE TO VALUE VOLUNTEER TIME BASED ON THE TYPE OF WORK THE VOLUNTEER IS PERFORMING. FORM 990, PART VI, SECTION B, LINE 11B THE CAO REVIEWS FORM 990 AND COMPARES THE INFORMATION REPORTED WITH THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS. THE FINANCE COMMITTEE THEN REVIEWS AND APPROVES THE FORM BEFORE IT IS PRESENTED TO THE BOARD OF DIRECTORS FOR REVIEW AND APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, DIRECTORS, AND TRUSTEES ARE REQUIRED TO SIGN A CONFLICT OF INTEREST ANNUAL STATEMENT. THE STATEMENT REQUIRES DISCLOSURE OF ANY BUSINESS AND PERSONAL AFFILIATIONS THAT RELATE IN ANY WAY TO THE BUSINESS OR OTHER AFFILIATIONS OF JFCS. BY SIGNING THE STATEMENT, THE INDIVIDUAL ALSO ACKNOWLEDGES THAT S/HE HAS RECEIVED, READ, UNDERSTOOD AND AGREED TO COMPLY WITH THE CONFLICT OF INTEREST POLICY. OFFICERS AND DIRECTORS WHO HAVE A CONFLICT OF INTEREST ARE DIRECTED TO EXCLUDE THEMSELVES FROM DISCUSSION OF ANY INTERESTED BUSINESS. MEETING MINUTES ARE USED TO SHOW ALL MEMBERS COMPLY. ANY VIOLATION IS INVESTIGATED WITH APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION TAKE IF THE POLICY IS VIOLATED. FORM 990, PART VI, SECTION B, LINE 15 JFCS HUMAN RESOURCES MAINTAINS A FORMAL PAY GRADE STRUCTURE, WHICH THEY MONITOR ON A PERPETUAL BASIS FOR INTERNAL ACCURACY AND EQUITY. ALL EMPLOYEE POSITIONS ARE EVALUATED AND REVIEWED BY OUTSOURCED HR PROVIDER, CEO AND FINANCE. ANNUALLY, THE ORGANIZATION RECEIVES AN ARIZONA NONPROFIT SALARY STUDY TO COMPARE TO THE ORGANIZATION'S STRUCTURE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. ARTICLES OF INCORPORATION ARE ALSO AVAILABLE UPON REQUEST FROM THE ARIZONA CORPORATION COMMISSION.