2024-08-14T21:03:26-05:00 2023-12-31 760448495 HAM LANGSTON & BREZINA LLP 11550 FUQUA SUITE 475 HOUSTON TX 77034 990 2023-01-01 741152607 JEWISH FAMILY SERVICE JEWI 7136679336 4131 S BRAESWOOD HOUSTON TX 77025 CARL E JOSEHART CEO 7136673619 2024-08-14 0 CHERI REICHEL P00850756 2814811040 2024-08-14 2023 2024-08-08 14:25:15Z CARL E JOSEHART 4131 S BRAESWOOD HOUSTON TX 77025 13903516 0 X WWW.JFSHOUSTON.ORG X 1913 TX COMPREHENSIVE SOCIAL SERVICES FOR INDIVIDUALS, FAMILIES, AND CHILDREN 44 44 117 639 0 0 8375983 8443174 1084084 1264313 3835 195631 -548833 -270422 8915069 9632696 4198350 2849136 0 0 4616323 4935744 0 0 984622 2449204 2715767 11263877 10500647 -2348808 -867951 13037401 12244390 578001 595218 12459400 11649172 X THE MISSION OF JEWISH FAMILY SERVICE IS TO TRANSFORM LIVES BY EMPOWERING INDIVIDUALS, FAMILIES AND COMMUNITIES -- DRIVEN BY COMPASSION, LEADING THROUGH INNOVATION, GUIDED BY JEWISH VALUES. 0 0 1659037 0 462564 SEE SCHEDULE O. 3894799 2733014 683937 SEE SCHEDULE O. 1862786 36012 SEE SCHEDULE O. 940181 80110 121079 940181 80110 121079 8356803 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 79 0 1 117 1 0 0 0 0 0 0 0 0 0 0 0 0 X 44 44 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X TAMMY HOPWOOD 7136679336 4131 S BRAESWOOD HOUSTON TX 77025 CAROLYN KAPLAN VP PROGRAM SVCS 5.00 X X 0 0 0 VIKKI EVANS SECRETARY 6.00 X X 0 0 0 PHIL COHEN VP OF DEVELOPMENT 2.00 X X 0 0 0 SANDI WOLF PRESIDENT 6.00 X X 0 0 0 SASHA ALEXANDER ASST. SECRETARY 2.00 X X 0 0 0 JAY EPSTEIN VP OF ADMINISTRATION 2.00 X X 0 0 0 CAROLINE ROSEN FUNK DIRECTOR 1.00 X 0 0 0 COURTNEY GARSON DIRECTOR 1.00 X 0 0 0 BRUCE SHELBY DIRECTOR 1.00 X 0 0 0 MICHAEL MAZVINSKY ASST. TREASURER 2.00 X X 0 0 0 MARCY MARGOLIS DIRECTOR 1.00 X 0 0 0 ROSLYN HAIKIN DIRECTOR 1.00 X 0 0 0 SUSAN FARB MORRIS DIRECTOR 1.00 X 0 0 0 JONATHAN RISCH TREASURER 5.00 X X 0 0 0 GREG LEWIS DIRECTOR 1.00 X 0 0 0 ELLEN BRODSKY GABER DIRECTOR 1.00 X 0 0 0 GRETCHEN GEMEINHARDT DIRECTOR 1.00 X 0 0 0 MICHAEL RICHKER DIRECTOR 1.00 X 0 0 0 DEBORAH SOPHER DIRECTOR 1.00 X 0 0 0 AILEEN WEYCER DIRECTOR 1.00 X 0 0 0 JAMIE WOLF DIRECTOR 1.00 X 0 0 0 DANIEL MASRI DIRECTOR 1.00 X 0 0 0 RORI FELDMAN DIRECTOR 1.00 X 0 0 0 DAVID HARRIS DIRECTOR 1.00 X 0 0 0 MARCH OSTER DIRECTOR 1.00 X 0 0 0 ELLEN ROBINSON DIRECTOR 1.00 X 0 0 0 CLAY SPITZ DIRECTOR 1.00 X 0 0 0 KIM TRIMBLE DIRECTOR 1.00 X 0 0 0 JAN MILLER DIRECTOR 1.00 X 0 0 0 LIZ RUBINSKY DIRECTOR 1.00 X 0 0 0 SUSAN SCHNEIDER DIRECTOR 1.00 X 0 0 0 EVAN VARADI DIRECTOR 1.00 X 0 0 0 WILLIE FRENCH DIRECTOR 1.00 X 0 0 0 SARA BROOK DIRECTOR 1.00 X 0 0 0 BECKY GINSBURG DIRECTOR 1.00 X 0 0 0 EMILY FREEDMAN DIRECTOR 1.00 X 0 0 0 LAINIE GORDON DIRECTOR 1.00 X 0 0 0 LARRY JACOBS DIRECTOR 1.00 X 0 0 0 MICHAEL SEGAL DIRECTOR 1.00 X 0 0 0 SUSAN SMITH DIRECTOR 1.00 X 0 0 0 KAREN EDELMAN DIRECTOR 1.00 X 0 0 0 SHAYNA ANDREWS DIRECTOR 1.00 X 0 0 0 YARDEN FINDER DIRECTOR 1.00 X 0 0 0 PHILIP TENENBAUM DIRECTOR 1.00 X 0 0 0 ADA CHEUNG CHIEF CLINICAL OFFICER 40.00 X 127224 0 20638 RACHEL DAVIS CHIEF DEVELOPMENT OFFICER 40.00 X 188534 0 14398 TAMMY HOPWOOD CHIEF FINANCIAL OFFICER 40.00 X 180144 0 19819 CARL E JOSEHART CHIEF EXECUTIVE OFFICER 40.00 X 255247 0 37451 751149 0 92306 4 0 1 0 0 2076781 704324 84950 5577119 8443174 PROGRAM SERVICE FEES 624100 986365 986365 PRODUCT SALES 624100 275988 275988 STUDENT LOAN ADMIN FEES 624100 1960 1960 1264313 202560 202560 3618065 3624994 -6929 -6929 -6929 372137 2076781 645826 -273689 -273689 OTHER INCOME 624100 3267 3267 3267 9632696 1267580 0 -78058 113235 113235 2735901 2735901 752441 543424 103271 105746 3207771 2316703 440258 450810 642772 484536 71368 86868 332760 245809 42384 44567 1003558 733203 180666 89689 306590 174254 63872 68464 253336 189621 37041 26674 263770 211071 28604 24095 119263 99449 10517 9297 SUPPLIES 319661 243432 59365 16864 MISCELLANEOUS 305061 186583 74771 43707 PRINTING AND PUBLICATIO 101678 62814 25346 13518 DUES AND FEES 42850 16768 21759 4323 10500647 8356803 1159222 984622 1185233 407720 5021549 4946692 1389298 884808 164969 351540 200718 182959 27264 7343966 2241460 4907591 5102506 150000 150000 18043 190901 13037401 12244390 559711 399543 1450 18290 194225 578001 595218 X 7721659 7518370 4737741 4130802 12459400 11649172 13037401 12244390 -867951 57723 0 X 0 1 X 1 0 X 7049448 10453499 11400531 8717071 8181405 45801954 7049448 10453499 11400531 8717071 8181405 45801954 837237 44964717 115716 52987 3810 -382 195631 367762 46169716 4421254 0.97390 0.96450 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 175000 175000 6234610 1639451 4595159 291900 35845 256055 642456 566164 76292 5102506 LEASE LIABILITY 194225 194225 9690419 57723 57723 9632696 0 9632696 10500647 0 10500647 0 10500647 GALA 2448918 2076781 372137 300100 15000 330726 2448918 2076781 372137 300100 15000 330726 645826 -273689 1 KAVOD SHEF 820 S MONACO PKWY SUITE 234 DENVER CO 80224 475495289 501C3 112500 0 RAISE AWARENESS ABOUT THE UNMET EMERGENCY NEEDS OF HOLOCAUST SURVIVORS. HOUSTON ARTS ALLIANCE 5280 CAROLINE ST HOUSTON TX 77004 741946756 501C3 660 0 DISASTER ASSISTANCE NATIONAL FEDERATION OF THE BLIND HOUSTON CHAPTER 1600 E HIGHWAY 6 STE 215 ALVIN TX 77511 742056167 75 0 CHARITABLE PROGRAMS 2 SPECIFIC ASSISTANCE TO INDIVIDUALS 763 2735901 X X X X 0 0 0 0 0 0 0 0 0 CARL E JOSEHART CHIEF EXECUTIVE OFFICER 255247 0 0 0 0 0 19279 0 18172 0 292698 0 0 0 RACHEL DAVIS CHIEF DEVELOPMENT OFFICER 188534 0 0 0 0 0 5745 0 8653 0 202932 0 0 0 TAMMY HOPWOOD CHIEF FINANCIAL OFFICER 180144 0 0 0 0 0 11166 0 8653 0 199963 0 0 0 FORM 990, PART III, LINE 4A - PROGRAM SERVICE ACCOMPLISHMENTS BEHAVIORAL AND MENTAL HEALTH SERVICES (BMHS): A PREMIERE RESOURCE IN HOUSTON FOR MENTAL HEALTH COUNSELING, ALEXANDER JFS PROVIDES TRAUMA AND OTHER THERAPEUTIC MODALITY THERAPY TO ADULTS: INDIVIDUALS, FAMILIES AND COUPLES WITH GREATER ACCESS DUE TO THE AVAILABILITY OF A SLIDING FEE SCALE; COMMUNITY INTERVENTION PROGRAMS FOR ALL AGES TO REDUCE STIGMAS ASSOCIATED WITH SEEKING HELP, TO HELP PREVENT SUICIDE AND SUBSTANCE MISUSE AND TO PROMOTE AWARENESS OF THE NATIONAL 988 MENTAL HEALTH CRISIS HOTLINE. THE AGENCY IS FREQUENTLY CALLED UPON WHEN SCHOOLS AND OTHER INSTITUTIONS EXPERIENCE A SUICIDE OR TRAGIC DEATH. AN ACTIVE MENTAL HEALTH FIRST AID TRAINING DIVISION HELPS ADULTS AND ADULTS WHO SPECIFICALLY WORK WITH YOUTH IDENTIFY AND ADDRESS MENTAL HEALTH CRISIS IN INDIVIDUALS TO BE ABLE TO INTERVENE AND PROVIDE RESOURCES. CHILDREN'S MENTAL HEALTH PROGRAM PROVIDES COUNSELING SERVICES TO CHILDREN, ADOLESCENTS AND TEENS WITH SPECIALIZED ENVIRONMENTS DESIGNED FOR EACH AGE GROUP. A WIDE VARIETY OF AVAILABLE SUPPORT GROUPS LEVERAGE THE ABILITY TO SEE MORE CLIENTS AND REDUCE WAITING FOR SERVICES. THE AGENCY MAINTAINS ACTIVE PROGRAMS FOR SUPPORTING THOSE ENTERING THE FIELD, FROM MASTERS LEVEL STUDENT INTERNSHIPS, FELLOWSHIP SUPERVISION AND PLAY THERAPY TRAINING. FORM 990, PART III, LINE 4B - PROGRAM SERVICE ACCOMPLISHMENTS COACHING AND CASE MANAGEMENT (CCM) SERVICES: DISASTER SERVICES PROVIDES LONG-TERM RECOVERY CASE MANAGEMENT FOR THOSE IMPACTED BY DISASTERS, INCLUDING ASSESSMENTS, ACCESSING FINANCIAL AND OTHER RESOURCES, INTENSIVE COACHING AND CASE MANAGEMENT, DEVELOPING RECOVERY PLANS AND SUPPORTING INDIVIDUALS THROUGH THE RECOVERY PROCESS; CCM SERVES SENIOR ADULTS WITH SERVICES THAT FOCUS ON ASSESSMENT, COACHING AND CASE MANAGEMENT, PROVIDING ACCESS TO COUNSELING, INFORMATION AND REFERRAL, TRANSPORTATION BARRIERS, PROGRAMS AND SERVICES THAT AUGMENT THE ABILITY OF SENIORS TO MAINTAIN INDEPENDENCE, REDUCE EXPOSURE TO FALLS AND HOSPITALIZATION AND PROVIDE FOOD SECURITY. OUTREACH TO REDUCE ISOLATION AND ACCOMPANYING RISK FACTORS SUCH AS DEPRESSION INCLUDES FRIENDLY VISITORS AND A MUSIC AND SPIRIT PROGRAM. AGENCY STAFF LIAISONS SERVE HUD SENIOR HOUSING FACILITIES. FINANCIAL STABILITY SERVICES PROVIDES CLIENTS ONGOING OR EMERGENCY FINANCIAL ASSISTANCE, SUCH AS "ALICE" (ASSET LIMITED INCOME CONTRAINED EMPLOYED) CLIENTS, SENIORS ON FIXED INCOMES, FAMILIES AND CHILDREN EXPERIENCING UNEXPECTED CHALLENGES, HOLOCAUST SURVIVORS, AND THOSE WITH PERSISTENT MENTAL HEALTH ISSUES. CCM HELPS FAMILIES STABALIZE FROM EMERGENCY FINANCIAL CRISIS BY OFFERING FINANCIAL LITERACY COACHING WITH THE UW THRIVE MODEL. FAMILIES WITH INDIVIDUALS WITH DISABILITIES SEEK GUIDANCE AND RESOURCES FROM THE CCM DISABILITY CASE MANAGER TO NAVIGATE VARIOUS STATES OF LIFE FOR THEIR LOVED ONE. CCM ALSO SERVES AS A KEY REFERRAL PARTNER IN SW HOUSTON FOR HUNDREDS OF HOUSTONIANS SEEKING HELP THROUGH UW'S 211 HELPLINE. FORM 990, PART III, LINE 4C - PROGRAM SERVICE ACCOMPLISHMENTS DISABILITY SERVICES: PROVIDES DIRECT SERVICES IN THE AREAS OF EMPLOYMENT, LIFE SKILLS AND SOCIALIZATION AND ACCESS OF RESOURCES FOR INDIVIDUALS AND THEIR FAMILIES WITH A FULL SPECTRUM OF DISABILITIES, USING PERSON CENTERED BEST PRACTICE APPROACHES. CELEBRATION COMPANY IS AN ON-SITE EMPLOYMENT PROGRAM FOR ADULTS WITH DISABILITIES. IN ADDITION TO DIRECT SERVICES TO TRANSITION AGE YOUTH (14 - 22) AND ADULTS WITH DISABILITIES, THE JFS ALEXANDER INSTITUTE FOR INCLUSION IS THE ADVOCACY DIVISION FOR LOWERING STIGMAS RELATED TO DISABILITIES IN THE WORKPLACE, PLACES OF FAITH AND COMMUNAL ORGANIZATIONS THROUGH DIRECT SERVICE, EDUCATION, ARTS AND ADVOCACY. WORKSHOPS ARE OFFERED TO COMPANIES FOR THIS PURPOSE; A SIGNATURE FILM AND ARTS FESTIVAL, REELABILITIES, IS PRODUCED EACH YEAR IN COLLABORATION WITH THE MAYOR'S OFFICE FOR PEOPLE WITH DISABILITIES. FORM 990, PART III, LINE 4D - OTHER PROGRAM SERVICES CAREER AND EMPLOYMENT CENTER PROVIDES A BROAD ARRAY OF SERVICES AND WORKSHOPS THAT PROMOTE JOB READINESS FOR INDIVIDUALS OF ALL ABILITIES WITH PATHWAYS TO EMPLOYMENT FOR CLIENTS EITHER WITH SIGNIFICANT OBSTACLES TO SECURING EMPLOYMENT OR CLIENTS WHO ARE WORK READY. IN ADDITION, CAREER COACHES PROVIDE AN EXTENSIVE ARRAY OF ASSESSMENTS FOR THOSE EXPLORING CAREER CHANGES. WORKS WITH INDIVIDUALS TO PROVIDE PATHS TOWARD JOBS AND CAREERS WITH HIGHER INCOME TO BREAK THE CYCLE OF POVERTY. CHAPLAINCY SERVICES PROVIDES HOSPITAL VISITS, SPIRITUAL SUPPORT AND PRACTICAL ASSISTANCE TO JEWISH PATIENTS FROM HOUSTON OR OUT-OF-TOWN AT HOUSTON AREA HOSPITALS. IN ADDITION TO SERVING CLIENTS, JFS PROVIDES LEADERSHIP TO BROADER HOUSTON BY SELECTING, DEVELOPING AND IMPLEMENTING PROGRAMS THAT PROVIDE SYSTEMIC SOLUTIONS TO PROBLEMS JFS CLIENTS FACE, IN PARTICULAR REDUCING STIGMA RELATED TO SEEKING BEHAVIORAL AND MENTAL HEALTH SERVICES AND AT RISK FOR SUICIDE AS WELL AS A FOCUS ON REDUCING BARRIERS FOR INDIVIDUALS WITH DISABILITIES FROM REACHING THEIR FULL POTENTIAL. THE THIRD AREA OF EXPERTISE, FOR WHICH WE HAVE A LOCAL AND NATIONAL LEADERSHIP ROLE, IS IN LONG TERM DISASTER RECOVERY MANAGEMENT. WE ARE A TRUSTED COMMUNITY COLLABORATIVE PARTNER IN DIRECTLY RESPONDING TO EXISTING AND EMERGING NEEDS IN A COMPASSIONATE, IMPACTFUL AND INNOVATIVE MANNER. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE CFO AND MADE AVAILABLE TO BOARD MEMBERS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE MEMBERS OF THE BOARD OF DIRECTORS SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY. THE STATEMENTS ARE REVIEWED ANNUALLY. THE FOLLOWING BOARD MEMBERS OF THE ORGANIZATION ALSO SERVE AS BOARD MEMBERS FOR HOUSTON JEWISH FAMILY FOUNDATION: PHILIP TENENBAUM, LAUREN SEGAL FOSTER, SANDI WOLF, AND ELLEN ROBINSON. FORM 990, PART VI, SECTION B, LINE 15 A COMPENSATION COMMITTEE REVIEWS THE SALARIES OF THE CEO AND OTHER TOP MANAGEMENT OFFICIALS OF THE ORGANIZATION WITH REFERENCE TO AVAILABLE COMPARABLE DATA FOR SIMILAR POSITIONS IN THE NON-PROFIT COMMUNITY. FORM 990, PART VI, SECTION C, LINE 19 JEWISH FAMILY SERVICE PROVIDE COPIES OF GOVERNING DOCUMENT, POLICIES AND FINANCIAL STATEMENTS TO THE PUBLIC VIA ITS WEBSITE. HOUSTON JEWISH FAMILY FOUNDATION 4131 SOUTH BRAESWOOD HOUSTON TX 77025 760240622 SUPPORTING ORGANIZATION OF JEWISH FAMILY SERVICE TX 501(C)(3) 12(D) N/A 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 HOUSTON JEWISH FAMILY FOUNDATION C 704324 CASH HOUSTON JEWISH FAMILY FOUNDATION E 182959 CASH