2024-03-14T08:38:25-05:00 2023-06-30 621199757 LBMC PC 325 WEST MAIN STREET STE 1600 LOUISVILLE KY 40202 990 2022-07-01 610444704 JEWISH FAMILY & CAREER SERVICES OF LOUISVILLE INC JEWI 5024526341 2821 KLEMPNER WAY LOUISVILLE KY 40205 DAVID L FINKE PHD CEO 5024526341 2024-02-21 1 DAVID FINKE PHD 999009999 0 MEAGHAN REYNOLDS P01336301 5025851600 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z DAVID L FINKE PHD 2821 KLEMPNER WAY LOUISVILLE KY 40205 3885719 0 X WWW.JFCSLOUISVILLE.ORG X 1978 KY WE EXPAND POSSIBILITIES FOR EACH PERSON AND EVERY FAMILY TO MEET LIFE'S CHALLENGES WITH CONFIDENCE. 21 21 69 21 0 0 2241849 3058851 303274 383307 576573 212085 -25430 -64150 3096266 3590093 0 0 0 0 1889149 2258492 0 0 126450 663772 860714 2552921 3119206 543345 470887 8169140 9035508 1346671 1504968 6822469 7530540 WE EXPAND POSSIBILITIES FOR EACH PERSON AND EVERY FAMILY TO MEET LIFE'S CHALLENGES WITH CONFIDENCE. 0 0 2511190 383307 JFCS PROVIDES A HOLISTIC, STRENGTHS-BASED APPROACH TO SERVING INDIVIDUALS AND FAMILIES THROUGH OUR CORE PROGRAM AREAS OF EMPLOYMENT, CLINICAL, OLDER ADULT AND CRISIS MANAGEMENT SERVICES. WE SERVE CHILDREN, ADULTS AND FAMILIES, REFUGEES AND IMMIGRANTS, OLDER ADULTS, FAMILY CAREGIVERS AND PERSONS WITH VARYING ABILITIES. WE BELIEVE OUR CLIENTS ARE THE BEST EXPERTS ON THEIR OWN LIVES AND WE JOIN THEM ON A JOURNEY TO REGAIN CONFIDENCE AND DIRECTION, WHILE ASSISTING THEM IN DEFINING THEIR GOALS AND THE ACTION STEPS NECESSARY TO ACHIEVE THEM. SERVICES PROMOTE INCREASED WELL-BEING, SELF-AWARENESS AND DIRECTION, STABILIZATION AND SAFETY. 2511190 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 21 0 1 69 1 0 0 0 0 0 0 0 0 0 0 0 0 X 21 21 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 KY X LYNDY ALEXANDER 5024526341 2821 KLEMPNER WAY LOUISVILLE KY 40205 MIKE FINE PRESIDENT 2.00 X X 0 0 0 JIM ENSIGN VICE PRESIDENT 2.00 X X 0 0 0 MARK ROTH VICE PRESIDENT 2.00 X X 0 0 0 JORDAN GREEN TREASURER 2.00 X X 0 0 0 ROBIN STRATTON PAST PRESIDENT 2.00 X 0 0 0 MICHAEL GOLD MEMBER AT LARGE 2.00 X 0 0 0 LINDA SHAPIRO MEMBER AT LARGE 2.00 X 0 0 0 VASILIY ABRAMOV BOARD MEMBER 2.00 X 0 0 0 PAM ALAIMO BOARD MEMBER 2.00 X 0 0 0 COREY BUCKMAN BOARD MEMBER 2.00 X 0 0 0 SALLI COLEMAN BOARD MEMBER 2.00 X 0 0 0 AYALA GOLDING BOARD MEMBER 2.00 X 0 0 0 MICAH JORRISCH BOARD MEMBER 2.00 X 0 0 0 DAVID KOHN BOARD MEMBER 2.00 X 0 0 0 BETSY PRUSSIAN BOARD MEMBER 2.00 X 0 0 0 COREY SHAPIRO BOARD MEMBER 2.00 X 0 0 0 HELENE TRAGER-KUSMAN BOARD MEMBER 2.00 X 0 0 0 MELANIE HOUSE-MANSFIELD BOARD MEMBER 2.00 X 0 0 0 V FAYE JONES BOARD MEMBER 2.00 X 0 0 0 CARLY MASON BOARD MEMBER 2.00 X 0 0 0 DERWIN WEBB BOARD MEMBER 2.00 X 0 0 0 DAVID FINKE CEO 40.00 X 146008 0 5929 146008 0 5929 1 0 1 0 0 175000 143088 1167747 1573016 21736 3058851 CLIENT FEES 624100 383307 383307 383307 131690 131690 306594 224250 1949 82344 -1949 80395 80395 0 143088 69427 -69427 -69427 MISCELLANEOUS 900099 5277 5277 5277 3590093 383307 0 147935 151937 126108 18232 7597 1766921 1466545 212031 88345 61952 51420 7434 3098 139676 115931 16761 6984 138006 115925 15181 6900 21550 21550 35017 35017 276900 201318 75582 10388 10388 41279 21081 18488 1710 117068 94038 17560 5470 13652 11604 2048 13452 13452 2500 2500 105248 84199 15787 5262 30566 25064 4585 917 CLIENT SERVICES 108600 108600 BAD DEBT EXPENSE 26336 26336 DUES & SUBSCRIPTIONS 21288 21288 TESTING MATERIAL 11187 11187 25683 14594 10922 167 3119206 2511190 481566 126450 499 499 2167806 2387280 86608 98102 63517 72140 0 775 69473 91396 3875094 2189079 1759411 1686015 3871927 4032122 149899 136158 0 531021 8169140 9035508 1071772 1243810 125000 125000 149899 136158 1346671 1504968 X 3976595 4532529 2845874 2998011 6822469 7530540 8169140 9035508 470887 237184 0 X X 0 1 X 1 1 1 X 1877180 2581484 2276192 2241849 3058851 12035556 1877180 2581484 2276192 2241849 3058851 12035556 196368 11839188 149240 125278 148499 45064 131690 599771 172 5277 5449 12640776 2508697 0.93660 0.94980 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2134961 661523 88663 2707821 2384219 -194502 54756 2134961 2094509 446583 156873 2384219 2061677 209718 176886 2094509 1949573 28818 270155 186869 2061677 0.63762 0.36238 0 0 543470 543470 2806125 1792865 1013260 129042 114059 14983 290445 231053 59392 106012 51102 54910 1686015 EMPLOYEE RETENTION CREDIT RECEIVABLE 531021 531021 DEFERRED COMPENSATION LIABILITY 136158 136158 X 3792260 237184 237184 3555076 35017 35017 3590093 3084189 0 3084189 35017 35017 3119206 PART X, LINE 2: THE AGENCY QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501 (C)(3) OF THE INTERNAL REVENUE CODE ("IRC"); THEREFORE, NO PROVISION FOR FEDERAL OR STATE INCOME TAXES HAS BEEN MADE. ALTHOUGH THE AGENCY IS EXEMPT FROM INCOME TAXES, ANY INCOME GENERATED FROM ACTIVITIES UNRELATED TO ITS EXEMPT PURPOSE IS SUBJECT TO TAX UNDER IRC SECTION 511. THERE WAS NO UNRELATED BUSINESS INCOME FOR THE YEARS ENDED JUNE 30, 2023 OR 2022. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES PRESCRIBE A COMPREHENSIVE MODEL FOR HOW AN ORGANIZATION SHOULD MEASURE, RECOGNIZE, PRESENT AND DISCLOSE IN ITS FINANCIAL STATEMENTS UNCERTAIN TAX POSITIONS THAT AN ORGANIZATION HAS TAKEN OR EXPECTS TO TAKE ON A TAX RETURN. THERE IS NO IMPACT ON THE AGENCY'S FINANCIAL STATEMENTS AS A RESULT OF THE IMPLEMENTATION OF THESE ACCOUNTING PRINCIPLES. MOSAIC 143088 143088 69427 143088 143088 69427 69427 -69427 0 0 0 0 0 0 0 0 0 DAVID FINKE CEO 146008 0 0 0 0 0 1116 0 4813 0 151937 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B FINANCE COMMITTEE AND BOARD OF DIRECTORS REVIEW A DRAFT OF THE 990 TAX RETURN PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C COMPLIANCE WITH THE ORGANIZATION'S CONFLICT OF INTEREST POLICY IS MONITORED ANNUALLY. ALL INTERESTED PERSONS ARE REQUIRED TO DISCLOSE TO THE BOARD ANY POSSIBLE CONFLICTS OF INTEREST. IN THE EVENT OF A CONFLICT, THE INTERESTED PERSON IS REQUIRED TO RECUSE HIM OR HERSELF FROM DISCUSSIONS OF AND ABSTAIN FROM VOTING ON SUCH MATTERS UNDER CONSIDERATION BY THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE DIRECTOR'S PERFORMANCE AND COMPENSATION IS REVIEWED ANNUALLY BY THE BOARD OF DIRECTORS. THIS INCLUDES A COMPENSATION STUDY FROM THE NJHSA (NETWORK OF JEWISH HUMAN SERVICE AGENCIES). THE ORGANIZATION'S ATTORNEY ALSO REVIEWS THE EMPLOYMENT AGREEMENT. OTHER OFFICERS AND MANAGEMENT PERSONNEL ARE REVIEWED ON AN ANNUAL BASIS BY THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS ARE NOT REQUIRED DISCLOSURES PER IRC 6104. AS SUCH, THESE DOCUMENTS ARE ONLY MADE AVAILABLE UPON REQUEST AT THE DISCRETION OF THE BOARD OF DIRECTORS. PART XII, LINE 2C THIS PROCESS HAS NOT CHANGED FROM PRIOR YEARS.