2024-05-15T15:54:38-07:00 2023-06-30 990 2022-07-01 910565537 JEWISH FAMILY SERVICE JEWI 2068613178 1601 16th Avenue Seattle WA 981224000 Michelle Matheson Director of Finance 2067263601 2024-04-15 Michelle Matheson 999009999 1 1 11 1 AAL2 2022 2023-04-26 12:10:37Z JFS Michelle Matheson 1601 16th Ave Seattle WA 98122 22934710 0 X www.jfsseattle.org X 1892 WA Inspired by our history and values, Jewish Family Service supports the needs of Jewish individuals and families, refugees and immigrants, and our broader community to achieve well-being, health, and stability 25 25 135 476 0 0 15663023 19928264 251769 185359 5565500 327023 -47455 -134535 21432837 20306111 4459449 5001998 0 0 8841384 10345426 0 0 1746915 2709606 2888732 16010439 18236156 5422398 2069955 40957982 46700011 1315614 2688240 39642368 44011771 Mission: Inspired by our history and values, Jewish Family Service supports the needs of Jewish individuals and families, refugees and immigrants, and our broader community to achieve well-being, health, and stability. Approach: Jewish history and values guide our work; therefore, we provide effective services to people of all backgrounds and also have a responsibility to meet the particular needs of Jewish individuals and families in the region. 0 0 2854959 1534679 5060 Older Adult Services: Provides services allowing clients to continue living in their home environment with personal care and homemaker services, including meal preparation and completing or assisting with errands. Professional care management services are available to clients and their families to assist in coordinating medical and other appointments. Geriatric care managers meet with families concerned about an aging loved one to explore options for receiving needed care and address barriers to implementing changes. Free services are also available to family caregivers, including financial assistance, housekeeping, errands and more. The team runs a socialization program for Russian speaking older adults allowing for better community connections and helping prevent isolation. 7654472 1835554 15550 Refugee and Immigrant Services: Coordinates resettlement efforts for refugees and immigrants (including unaccompanied minors and victims of trafficking) and provides a variety of employment services, information and assistance service, and social services. Staff assists clients with employment assessment, job readiness, employment counseling, job placement and job retention. Clients are provided with outreach and other services in their own language. Refugees and immigrants from all over the world are supported and encouraged as they integrate successfully into their new environments. Staff provides assistance in applying for low-cost housing, translation services for school, medical and legal needs and government agencies, assistance with citizenship applications, and support and referral services. 1763543 692851 0 Community Stabilization Services: Offers stabilization services to those with the most critical needs. Caseworkers assist clients in assessing their situation and creating action plans that meet their immediate critical needs, with long-term stabilization as the goal. Financial assistance is available to help pay for various needs such as housing, transportation, medical needs, past due utility bills, and avoiding eviction. The food bank operates year-round and includes two locations in the greater Seattle area, along with a home delivery program staffed by volunteers from the community. 2967008 208754 164749 Services include independent living assistance for disabled adults; counseling for families and individuals; counseling and support for clients struggling with addiction; support and outreach programs for individuals in abusive relationships; education and outreach programs for people in need of support, guidance and expertise in order to strengthen relationships and connections to community. 2967008 208754 164749 15239982 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 27 0 1 135 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 X 25 25 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WA X Michelle Matheson 2064613240 1601 16th Avenue Seattle WA 981224000 William Berkovitz Chief Executive Officer 37.5 0 X 196909 0 109362 Kristin Winkel Chief Impact & Operating Officer 37.5 0 X 178747 0 11084 Lisa Golden Chief Development Officer 37.5 0 X 166916 0 11180 Michelle Matheson Chief Finance Officer 37.5 0 X 150627 0 17661 Galit Ezekiel Chief People and Culture Officer 37.5 0 X 142267 0 16843 Amie Newman Director of Marketing and Communications 37.5 0 X 130317 0 16808 Zach Greenside IT Director 37.5 0 X 128175 0 16524 Sasha Barcheski Controller 37.5 0 X 114566 0 15657 Griffith Lambert Director of Programs 37.5 0 X 111588 0 15331 Michelle Becque Director of Annual Giving 37.5 0 X 108526 0 15884 Karyn Barer Board President 5 0.5 X X 0 0 0 Eric LeVine Board President-Elect 5 0.5 X X 0 0 0 Mike Adler Board Treasurer & Vice President 5 0.5 X X 0 0 0 Noah Tratt Board Secretary 5 0.5 X X 0 0 0 Rochelle K Goffe Immediate Past Board President 5 0.5 X X 0 0 0 Beth Balkany Board Member 1 0 X 0 0 0 Zane Brown Jr Board Member 1 0 X 0 0 0 Barrie Galanti Board Member 1 0 X 0 0 0 Gail Giacobbe Board Member 1 0 X 0 0 0 Carolyn Hathaway Board Member 1 0 X 0 0 0 Rachel Hyman Board Member 1 0 X 0 0 0 Delia Jampel Board Member 1 0 X 0 0 0 Wendy Kaplan Board Member 1 0 X 0 0 0 Rivy Poupko Kletenik Board Member 1 0 X 0 0 0 Lauren Lavoie Board Member 1 0 X 0 0 0 Neal Mulnick Board Member 1 0 X 0 0 0 Benj Pollock Board Member 1 0 X 0 0 0 Leslie Rosen Board Member 1 0 X 0 0 0 Jessica Shapiro Board Member 1 0 X 0 0 0 Donald Shifrin Board Member 1 0 X 0 0 0 Arthur Shwab Board Member 1 0 X 0 0 0 Ray Silverstein Board Member 1 0 X 0 0 0 Lynne Herer Smith Board Member 1 0 X 0 0 0 Cindy Strauss Board Member 1 0 X 0 0 0 Larry Wissow Board Member 1 0 X 0 0 0 1428638 0 246334 13 0 1 0 0 8500 0 2594374 200000 7101563 10023827 540944 19928264 Counseling 621330 26983 26983 0 0 Client Services Fees 624120 138026 138026 0 0 Other Services 624190 20350 20350 0 0 0 0 0 0 185359 623604 623604 0 0 0 0 0 0 0 0 0 0 0 0 2197483 0 2494064 0 -296581 0 -296581 -296581 0 0 0 2594374 134535 -134535 0 -134535 0 0 0 0 0 0 0 0 0 0 0 0 0 20306111 512382 0 -134535 0 0 5001998 5001998 0 0 0 0 835468 372237 237242 225989 7541874 6316441 396117 829316 0 0 0 0 395430 317947 24797 52686 899170 755112 42979 101079 673484 543514 38284 91686 0 0 0 0 26809 5325 21484 0 132554 101061 19818 11675 0 0 0 0 0 0 0 0 0 0 536174 377327 48863 109984 67323 5606 990 60727 453586 285149 79155 89282 0 0 0 0 0 0 0 0 649758 555513 47241 47004 87774 86967 684 123 0 0 0 0 60328 18533 6548 35247 1217 0 1217 0 0 0 0 0 506897 363617 99356 43924 149659 60039 83868 5752 Financial Fees 34343 0 8939 25404 Business Taxes 10913 9504 896 513 Professional Development & Dues 91643 60488 24786 6369 LLC Expenses 64557 0 64557 0 15197 3604 1438 10155 18236156 15239982 1249259 1746915 765753 370529 0 0 2443768 5570193 33050 25351 0 0 0 0 0 0 0 0 247283 206975 16298742 5322534 11143708 10976208 26324420 28243258 0 0 0 0 0 0 0 1307497 40957982 46700011 1315614 1367044 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1321196 1315614 2688240 X 26132362 26875282 13510006 17136489 39642368 44011771 40957982 46700011 2069955 2366695 0 -67247 0 0 X 0 1 X 1 1 1 X 7464195 9401282 11443071 8342577 12192256 48843381 0 0 0 0 0 0 0 0 0 0 0 0 7464195 9401282 11443071 8342577 12192256 48843381 13086290 35757091 506965 557934 618693 594370 623604 2901566 0 0 0 0 0 0 0 0 0 0 0 0 51744947 0 0.69103 0.73065 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10827633 1267717 1305728 0 375132 24121 13001825 12648327 116146 -1453601 0 473350 9889 10827633 8592834 1883010 2695975 0 517284 6208 12648327 8928229 344220 -254839 0 419000 5776 8592834 8647268 190407 459691 0 363524 5613 8928229 0 0.87 0.13 0 0 1312000 0 1312000 13898776 0 4646665 9252111 313362 0 27010 286352 774604 0 648859 125745 0 0 0 0 10976208 0 Operating & Financing Lease Liability 1321196 1321196 X Schedule D, Part V, Line 4 The endowment funds are used to partially fund the operational expenses of the Agency each year. The intent of the endowment investment assets is to distribute funds at a steady and stable rate while allowing for moderate growth of the endowment over time. Schedule D, Part X, Line 2 The Internal Revenue Service has determined that the Agency is exempt from federal income taxes under the provisions of Section 501(a) of the Internal Revenue Code because the Agency qualifies as an organization included within Section 501(c)(3) of the Internal Revenue Code. The Agency did not incur unrelated business income tax for the years ended June 30, 2022 or 2021. Accordingly, no provision has been made for federal income tax in the accompanying consolidated financial statements. Community of Caring 2459839 0 2459839 0 0 66227 84357 49463 18845 0 0 2459839 0 2459839 0 0 66227 84357 49463 18845 218892 2240947 1 Food Assistance 2150 0 291171 USD and value of donated food Provide basic food supplies to low income recipients. Community Stabilization Services - Housing, medical assistance & other assistance 267 524204 0 USD Eviction prevention, rental, utility, medical and other payments on behalf of low income recipients. Payments are made directly to the landlord or vendor. Refugee & Immigrant Services - Financial assistance to refugees and immigrants 1607 1835554 356457 USD Housing, utility, household supplies, bus passes, and cash assistance to refugees entering the U.S. DVORA 146 158036 0 USD Assistance for people experiencing domestic violence. Older Adult Assistance 704 1534679 82532 USD Services allowing clients to continue living in their home environment with personal care and homemaker services, including meal preparation and completing or assisting with errands. As well as, some medical and other financial assistance for needs related to ageing clients and Holocaust survivors. Supportive Living Services 77 33650 0 USD Food & financial assistance needs related to independent living. Schedule I, Part I, Line 2 Agency staff meet with clients to perform initial assessments of the clients' needs and determine eligibility for assistance within established criteria parameters. The Agency maintains management files, which include the above assessments and eligibility documentation. Direct financial assistance is primarily paid directly to the end recipient, such as the landlord or utility company, to ensure funds are used as intended by the grant. X 0 0 0 0 0 0 0 1 0 William Berkovitz Chief Executive Officer 137729 0 56000 0 3774 0 11639 0 97129 0 306271 0 0 0 Kristin Winkel Chief Impact & Operating Officer 173692 0 5054 0 690 0 9040 0 1354 0 189830 0 0 0 Lisa Golden Chief Development Officer 161916 0 5000 0 1290 0 8537 0 1354 0 178097 0 0 0 Michelle Matheson Chief Finance Officer 145627 0 5000 0 300 0 7516 0 9844 0 168287 0 0 0 Galit Ezekiel Chief People and Culture Officer 137267 0 5000 0 1290 0 7179 0 8374 0 159110 0 0 0 Schedule J, Part I, Line 7 Chief Executive Officer was paid a bonus at the discretion of the board, and the other key employees were paid a bonus at the discretion of the CEO. X 49935 FMV X 35 536075 Traded Values X 139778 291171 Rate per LB 0 0 1 1 Schedule M, Part I, Line 32b The Agency uses a 3rd party to sell donations of automobiles. The value of the donation is based on the cash received after the sale. These amounts are not included in non-cash donations. $14,909 was received in cash for such donations in FY23. Form 990, Part VI, Section B, Line 11b The Form 990 was provided to each director concurrent or prior to filing the tax return. Form 990, Part VI, Section B, Line 12c The agency checks with all officers, directors and key employees annually to determine if conflicts exist. If a conflict is found relating to a matter discussed by the relevant board or sub-committee of the board or subject to a board vote, the director in conflict abstains from deliberations and does not vote on the issue. Form 990, Part VI, Section B, Line 15 The compensation of the CEO was reviewed by the Human Resources Committee, a sub-committee of the Board of Directors. Comparability data was utilized in the analysis, including comparisons with similar organizations. Compensation of other positions were determined by using market data provided by a 3rd party consultant and a committee to review the data. Form 990, Part VI, Section C, Line 19 The Agency provides governance, policies and financial documents to the public upon request. Seattle Association fof Jewish with Disabilities Supporting Foundation 1601 16th Avenue Seattle WA 981224000 911645137 Financial support for independent living program of JFS. WA 501(c)(3) 509(a)(3) Type III N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 The filing was not completed by the initial deadline to be able to provide good numbers. We timely filed for and were approved for an extension.