2024-01-30T10:02:13-06:00 2022-12-31 060876812 Apicella Testa & Company PC 680 Bridgeport Avenue Shelton CT 06484 990 2022-01-01 060646692 Jewish Family Service of Greater New Haven Inc JEWI 2033895599 1440 Whalley Avenue New Haven CT 06515 Alissa Wurtzel Chief Executive Officer 2033895599 2024-01-30 1 Alissa Wurtzel 999009999 0 James E Traester CPA P00179318 2039259494 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z Alissa Wurtzel 1440 Whalley Avenue New Haven CT 06515 1887099 0 X www.jfsnh.org X 1919 CT Jewish Family Service of Greater New Haven (JFSGNH) supports and strengthens individual, family, and community life by providing a wide range of social services. 18 18 22 41 0 0 996654 811895 1274396 968034 129278 46140 2234 836 2402562 1826905 969007 1059052 0 0 857448 862244 0 0 140721 430280 346108 2256735 2267404 145827 -440499 3506645 2844266 339043 338293 3167602 2505973 X Jewish Family Service of Greater New Haven (JFSGNH) supports and strengthens individual, family, and community life by providing a wide range of social services. We welcome people of all ages, abilities, races, ethnicities, sexual orientations, gender identities, and faiths. JFS is guided by the compassionate and ethical values of Judaism. 0 0 1619491 1059052 967541 Social Services - Licensed counseling and mental health program serves individuals, couples, families, and groups through consultations, assessments and counseling sessions. Food services for families and children in need, social services to homebound elderly and case management services to elderly Holocaust survivors. Social work outreach includes social, outreach and financial service programs which are designed to make a positive difference in the lives of the most economically distressed, vulnerable and at-risk families within the Greater New Haven community. The program's primary purpose is to provide these clients with short-term stability and, most important, long-term sustainability. 1619491 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 11 0 1 22 1 0 0 0 0 0 0 0 0 0 0 0 0 X 18 18 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CT X The Organization 2033895599 1440 Whalley Avenue New Haven CT 06515 Ilene Rosalimsky Bronen Board Pres thru 6/2022, then Member 3.00 X X 0 0 0 Dalia Coleman Board VP thru 6/2022, then Pres 3.00 X X 0 0 0 Hedda Rubenstein Board Member, then VP eff. 6/2022 2.00 X X 0 0 0 Shelley Kier Board Member/Treasurer as of 6/2022 2.00 X X 0 0 0 Jill Nathanson Board Member/Secretary thru Oct 2022 2.00 X X 0 0 0 Melanie Rausch Board Member 1.00 X 0 0 0 Marni Smith Katz Board Member 1.00 X 0 0 0 Josef Adler Board Member 1.00 X 0 0 0 Herbert Brockman Board Member 1.00 X 0 0 0 Linda Caplan Board Member 1.00 X 0 0 0 Isaiah Cooper Board Member 1.00 X 0 0 0 Heidi Gold Dworkin Board Member 1.00 X 0 0 0 Debbie Epstein Board Member 1.00 X 0 0 0 Shelley Greengarden Board Member 1.00 X 0 0 0 Laura Kaplan Board Member 1.00 X 0 0 0 Jane Tendler Board Member 1.00 X 0 0 0 Lee Stolzman Board Member thru 2/2022 1.00 X 0 0 0 Ruth Ann Ornstein Board Member thru 1/10/22 1.00 X 0 0 0 Nebiyou Masresha Board Member eff. 9/2022 1.00 X 0 0 0 Patricia Bray Board Member eff. 10/2022 1.00 X 0 0 0 Lauren Sardi Board Member eff. 10/2022 1.00 X 0 0 0 Brian Prousky Interim CEO thru 5/30/2022 35.00 X 0 0 55000 Alissa Wurtzel Employee, then CEO eff. 6/1/2022 35.00 X 94862 0 9385 Catherine Segal Director of Finance and Admin 35.00 X 71539 0 23574 166401 0 87959 0 0 0 0 0 105938 705957 123696 811895 Social Service Programs 624190 967541 967541 Foster Care & Adoption 624110 493 493 968034 18344 18344 27796 0 27796 27796 27796 60194 105938 60194 0 Miscellaneous 900099 836 836 836 1826905 968870 0 46140 1059052 1059052 262118 31852 230266 478055 304516 90617 82922 11369 8247 1075 2047 50726 31862 10375 8489 59976 31287 21378 7311 25530 25530 93016 22548 55707 14761 41387 11520 16826 13041 31764 24847 4753 2164 72461 45946 21617 4898 600 481 119 11248 7663 2755 830 24126 13691 7805 2630 Equip Rental and Maint 21400 15049 4750 1601 Dues and Accreditations 17639 5093 12546 Staff Development 5785 4685 1073 27 Bad Debt Expense 1152 1152 2267404 1619491 507192 140721 196239 225243 467177 500274 463987 244770 9675 10177 21213 20915 167779 162876 11831 4903 4704 2336523 1808800 0 24480 3506645 2844266 176735 185437 548 162308 152308 339043 338293 X 2868953 2175522 298649 330451 3167602 2505973 3506645 2844266 -440499 -221130 0 X X 0 1 X 1 0 X 621098 610755 1041228 996654 811895 4081630 621098 610755 1041228 996654 811895 4081630 530 4081100 70837 41966 144104 129278 46140 432325 982 5506 2234 836 9558 4523513 6954018 0.90220 0.79850 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 102350 102350 0 65429 60526 4903 4903 Funds Held with Jewish Foundation 1808800 F 1808800 Refundable Advances - DCF 152308 152308 X 1588496 -221130 8251 -212879 1801375 25530 25530 1826905 2250125 8251 8251 2241874 25530 25530 2267404 Part X, Line 2: Income Taxes - The Organization is exempt from federal income taxes under Section 501(c)(3) of the Internal Revenue Code and applicable state law. Accordingly, no provision for income taxes has been made in the accompanying financial statements. The organization recognizes the effect of income tax positions only if those positions are more likely than not to be sustained. Management believes that the organization has no tax positions that would require financial statement recognition or disclosure. The organization's informational returns for fiscal years ending December 31, 2019 and after are subject to examination by the Internal Revenue Service and the State of Connecticut, generally for three years from the date they were filed. Part XI, Line 2d - Other Adjustments: Additional Fundraising Direct Expenses 8,251. Part XII, Line 2d - Other Adjustments: Additional Fundraising Direct Expenses 8,251. Spring Celebration 166132 105938 60194 7730 42462 1150 8852 166132 105938 60194 7730 42462 1150 8852 60194 0 1 Holocaust Survivors - Payments and reimbursements to Holocaust survivors for medical, housing, caregiver, and other basic needs. 56 805343 Cost Social Outreach Services - Payments and reimbursements for individuals in need of temp housing and other basic living expense assistance. 39 11720 Cost Food Pantry 420 9690 142577 Cost & FMV Perishable and non-perishable food items distributed from the organization's food pantry. Food 4 Kids Program 350 32894 Cost Weekly bags of food for children in low-income households or who are food insecure in local schools. Meal Delivery 58 56828 Cost Shabbat (Saturday) meal deliveries to the community. Also delivery of meals on Passover. X 1 4704 Market Value X 61975 118992 Value per Pound 0 0 0 Form 990, Part VI, Section A, line 2 Board Members Debra Epstein and Jill Nathanson had a family relationship. Form 990, Part VI, Section B, line 11b The Form 990 is provided to all Board members for review before it is filed. Form 990, Part VI, Section B, line 12c The personnel manual makes explicit the prohibition of activities outside employment that might pose a conflict with the workers obligations to Jewish Family Service (i.e. directing a JFS client to one's private practice). Also, all Board members are required to sign a conflict of interest policy. Form 990, Part VI, Section B, line 15a The Board of Director's determines the compensation of the Chief Executive Officer based on market data from similarly sized JFS agencies, taking into account both performance and budget constraints. Form 990, Part VI, Section C, line 19 Jewish Family Service of Greater New Haven provides copies of these documents upon request. Form 990, Part XII, Line 2C: The process has not changed from prior years. JFS has a history of filing on time and takes the audit process seriously. However, the process this year faced some very significant challenges. Most notably, our small agency employs only two finance staff (one of whom is part time) and both experienced life-changing events requiring leaves form work during the audit process. The Form 990 was completed within one week of finalization of the audited financials.