2024-06-05T08:05:30-05:00 2023-12-31 510232399 BELFINT LYONS & SHUMAN PA 1011 CENTRE RD STE 310 WILMINGTON DE 19805 990 2023-01-01 510097026 JEWISH FAMILY SERVICES OF DELAWARE INC JEWI 3024789411 99 PASSMORE ROAD WILMINGTON DE 19803 RENNA VAN OOT CHIEF EXECUTIVE OFFICER 3024789411 2024-05-28 1 RENNA VAN OOT 999009999 0 JONATHAN D MOLL CPA P01053700 3022250600 2024-05-28 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z RENNA VAN OOT 99 PASSMORE ROAD WILMINGTON DE 19803 5807603 0 X WWW.JFSDELAWARE.ORG X 1930 DE JEWISH FAMILY SERVICES OF DELAWARE (JFS) IS A 501(C)(3) NONPROFIT ORGANIZATION FOUNDED IN 1899 BY A VISIONARY GROUP OF JEWISH LEADERS. ORIGINALLY NAMED THE HEBREW CHARITY ASSOCIATION, THE ORGANIZATION'S EARLY MISSION WAS TO SERVE THE JEWISH COMMUNITY. BY THE 1960S, SERVICES HAD EXPANDED DRAMATICALLY, AND THE AGENCY'S NAME WAS CHANGED TO JEWISH FAMILY SERVICES OF DELAWARE. TODAY, AS A NON-SECTARIAN ORGANIZATION, JFS SERVES OVER 6,000 INDIVIDUALS ANNUALLY, INCLUDING CHILDREN, TEENS, ADULTS, AND SENIORS, SO THEY CAN MORE EASILY NAVIGATE LIFE'S CHALLENGES AND FIND SOLUTIONS TO PROBLEMS THEY FACE. SERVICES ARE PROVIDED IN JFS' WILMINGTON, NEWARK, AND LEWES OFFICES, VIA TELEHEALTH OPTIONS, AS WELL AS AT CLIENTS' HOMES, SCHOOLS, AND LOCAL COMMUNITY CENTERS. FULLY ACCREDITED BY THE NATIONAL COUNCIL ON ACCREDITATION, JFS PROGRAMS AND POLICIES REMOVE BARRIERS THAT MAY INHIBIT UNDERSERVED POPULATIONS FROM ACCESSING NEEDED SUPPORT. 17 17 88 323 0 0 3589591 4187605 1459936 1576734 -22635 30825 0 0 5026892 5795164 357697 333442 0 0 3310618 4206216 18000 18472 273891 1202139 1400914 4888454 5959044 138438 -163880 2568221 2765786 565621 905687 2002600 1860099 X TO STRENGTHEN INDIVIDUALS, FAMILIES, AND THE COMMUNITY BY PROVIDING COUNSELING AND SUPPORT SERVICES. INSPIRED BY THE FUNDAMENTAL JEWISH VALUE THAT "WE ARE ALL RESPONSIBLE FOR ONE ANOTHER", JFS SUPPORTS PEOPLE OF ALL BACKGROUNDS BY ASSISTING FAMILIES THROUGH LIFE TRANSITIONS, HELPING YOUTH AND CHILDREN GROW STRONGER, AND ENSURING THE SAFETY AND DIGNITY OF OLDER ADULTS - WITHOUT REGARD TO RELIGION, RACE, SOCIO-ECONOMIC STATUS, SEXUAL ORIENTATION, GENDER IDENTITY, DISABILITY, OR SPECIAL NEED. 0 0 1992877 28258 1279598 JFS' CORE PROGRAMMING IS OFFERED STATEWIDE AND INCLUDES PSYCHOTHERAPY, PSYCHIATRY, ONCOLOGY SOCIAL WORK, CASE MANAGEMENT, AND CRISIS ALLEVIATION. OUR HIGHLY TRAINED STAFF WORK WITH CHILDREN, ADOLESCENTS, MOTHERS, IMMIGRANTS, OLDER ADULTS, CAREGIVERS, CANCER PATIENTS, DEMENTIA PATIENTS, AND THEIR FAMILIES TO SUPPORT THEM DURING THE MOST CHALLENGING TRANSITIONS OF THEIR LIVES AND HELP THEM THRIVE. JFS' STRUCTURE COMPRISES TWO DIVISIONS: THERAPEUTIC SERVICES AND CARE MANAGEMENT SERVICES. JFS' THERAPEUTIC SERVICES, WHICH INCLUDES OFFICE-BASED THERAPY, COMMUNITY-BASED THERAPY, AND PSYCHIATRY, UTILIZE STRENGTH-BASED APPROACHES AND EVIDENCE-BASED THERAPEUTIC INTERVENTIONS FOR INDIVIDUALS, COUPLES, FAMILIES, AND GROUPS. CLINICAL STAFF ARE TRAINED AND EXPERIENCED IN TREATING CHILDREN, YOUTH, AND ADULTS WHO ARE COPING WITH MENTAL HEALTH ISSUES, SUBSTANCE ABUSE, CO-OCCURRING DISORDERS, AND A PLETHORA OF OTHER SYMPTOMS: ANGER MANAGEMENT, TRAUMA, GRIEF, ADHD, EATING DISORDERS, GENDER ISSUES, BORDERLINE PERSONALITY DISORDER, SELF-INJURY, DEPRESSION, ANXIETY, AND BI-POLAR DISORDER. PSYCHIATRIC EVALUATION AND MEDICATION MANAGEMENT SERVICES ARE AVAILABLE TO ALL JFS CLIENTS. 1468375 305184 228682 JFS PROVIDES CARE MANAGEMENT SERVICES TO VULNERABLE POPULATIONS SUCH AS OLDER ADULTS, CAREGIVERS, AND PATIENTS WITH DEMENTIA; UNEMPLOYED INDIVIDUALS; AT RISK YOUTH; REFUGEES, ASYLEES, AND EMIGRES; AND SINGLE PARENT HOUSEHOLDS. JFS IDENTIFIES THEIR COMPLEX NEEDS, INCLUDING ACCESS TO RESOURCES, TO ENSURE CONTINUED INDEPENDENT LIVING IN A SAFE ENVIRONMENT. JFS' CARE MANAGEMENT SERVICES OFFER NAVIGATION OF SYSTEMS SUCH AS ENTITLEMENT PROGRAMS, HEALTH INSURANCE AND HEALTH CARE, AND OTHER SUPPORT SERVICES. ADDITIONALLY, CLIENTS RECEIVE NEEDS ASSESSMENTS, INDEPENDENT LIVING PLANS, WELLNESS MONITORING, EXTENSIVE CASE MANAGEMENT, AND COUNSELING. 1636760 68454 FELLOWSHIP WORKFORCE DEVELOPMENT WAS FORMALLY INITIATED DUE TO THE SHORTAGE OF MENTAL HEALTH PROVIDERS IN DE. THE GOAL IS TO SUPPORT 20 MASTER LEVEL CLINICIANS ASSISTING WITH SUPERVISION, EVIDENCE BASED TRAININGS, CLIENT HOURS IN ORDER TO WORK TOWARDS LICENSURE. FELLOWS ARE ENROLLED IN THE PROGRAM FOR APPROXIMATELY 2 YEARS WHILE THEY CONTINUE TO WITH OFFICE MENTAL HEALTH CLIENTS AND COMMUNITY BASED THERAPEUTIC SUPPORTS. 5098012 1 1 0 0 0 0 0 0 0 1 1 1 0 1 1 1 0 1 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 4 0 1 88 1 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 0 0 X X RENNA VAN OOT 3024789411 99 PASSMORE ROAD WILMINGTON DE 19803 LINDA JAWORSKI DIRECTOR 1.00 X 0 0 0 NOAH BROWN DIRECTOR 1.00 X 0 0 0 GIL KAMINSKI DIRECTOR 1.00 X 0 0 0 JAIMIE WATTS DIRECTOR 1.00 X 0 0 0 LIZ SIDEL O'NEILL DIRECTOR 1.00 X 0 0 0 NICOLE LEPORTE DIRECTOR 1.00 X 0 0 0 ALYSSA PIETROBONO DIRECTOR 1.00 X 0 0 0 TAYLER BOLTON DIRECTOR 1.00 X 0 0 0 CHRISTINA RICHTER DIRECTOR 1.00 X 0 0 0 ADAM CUTLER DIRECTOR 1.00 X 0 0 0 PETER HURD BOARD PRESIDENT 1.00 X X 0 0 0 SUSAN FINIZIO DIRECTOR 1.00 X 0 0 0 YAIR ROBINSON DIRECTOR 1.00 X 0 0 0 GINGER WEISS DIRECTOR 1.00 X 0 0 0 ANN GUALTIERI VICE PRESIDENT OF FINANCE 1.00 X X 0 0 0 CLINT WALKER FIRST VICE PRESIDENT 1.00 X X 0 0 0 BENJAMIN KNIAZ DIRECTOR 1.00 X 0 0 0 RENNA VAN OOT CEO 40.00 X 164201 0 21569 LISA BROOKS CFO 40.00 X 95956 0 14633 JANET TEIXEIRA CCC EXECUTIVE DIRECTOR 0.00 40.00 X 107739 0 8698 367896 0 44900 2 0 1 0 ANDREW G FEINBERG MD 21620 GRAVES DRIVE LEWES DE 19958 PSYCHIATRY SERVICES 148833 1 44317 3260385 882903 4187605 COUNSELING 624100 1348052 1348052 CARE MANAGEMENT 624200 228682 228682 1576734 12162 12162 30002 1100 0 12439 30002 -11339 18663 18663 5795164 1576734 0 30825 333442 333442 296359 222051 74308 3267471 3125132 4292 138047 32230 32230 342645 300225 28414 14006 267511 234173 18262 15076 42722 42722 18472 18472 5750 5750 444991 393223 50811 957 19255 17363 1630 262 80304 51246 27167 1891 210970 197901 9942 3127 171648 114681 52105 4862 92724 91433 1291 128977 106954 22023 18727 15918 2060 749 10797 9177 1188 432 43170 37195 4382 1593 BAD DEBT EXPENSE 76330 76330 PROGRAM SUPPLIES 47174 31305 15869 MISCELLANEOUS EXPENSE 7375 6414 852 109 5959044 5098012 587141 273891 1145125 796321 260019 110146 467829 578957 152706 242098 10434 62193 505147 432124 63542 73023 442804 500134 25762 402914 2568221 2765786 292109 295023 250000 210000 23512 400664 565621 905687 X 706955 744582 1295645 1115517 2002600 1860099 2568221 2765786 -163880 21379 0 X 0 1 X 1 1 1 X 1782982 2641147 2785863 3589591 4187605 14987188 1587328 1396957 1901622 1459936 1576734 7922577 3370310 4038104 4687485 5049527 5764339 22909765 373000 593000 250000 211365 1427365 0 373000 593000 250000 211365 1427365 21482400 13315 13436 17122 13436 12162 69471 13315 13436 17122 13436 12162 69471 3383625 4051540 4704607 5062963 5776501 22979236 0.93490 0.93230 0.00300 0.00340 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 442804 57667 337 500134 819881 -126724 250353 442804 728959 90922 819881 644818 84461 320 728959 545490 10000 101328 12000 644818 0.43559 0.25524 0.30917 1 0 505147 432124 73023 73023 JEWISH FUND FOR THE FUTURE 221955 F DELAWARE COMMUNITY FOUNDATION FUND 278179 F 500134 SECURITY DEPOSITS 2250 RIGHT-OF-USE ASSET - OPERATING LEASES 400664 402914 OPERATING LEASE LIABILITY 400664 400664 X 5810793 21379 21379 5789414 5750 5750 5795164 5953294 0 5953294 5750 5750 5959044 PART V, LINE 4: THE ORGANIZATION INTENDS TO USE THE ENDOWMENT FUNDS FOR A VARIETY OF MISSION-RELATED PURPOSES. PART X, LINE 2: JEWISH FAMILY SERVICES OF DELAWARE, INC. IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC); THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE ORGANIZATION HAS ALSO BEEN CLASSIFIED AS AN ENTITY THAT IS NOT A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) AND QUALIFIES FOR DEDUCTIBLE CONTRIBUTIONS AS PROVIDED IN SECTION 170(B)(1)(A)(VI). INCOME NOT RELATED TO THE ORGANIZATION'S TAX-EXEMPT PURPOSE MAY BE SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA IMPOSE A THRESHOLD FOR DETERMINING WHEN AN INCOME TAX BENEFIT CAN BE RECOGNIZED IN REGARD TO UNCERTAIN TAX POSITIONS. THE ORGANIZATION HAS DETERMINED THAT NO LIABILITY FOR UNCERTAIN TAX POSITIONS IS REQUIRED TO BE ACCRUED AND INCLUDED IN THE STATEMENTS OF FINANCIAL POSITION AS OF DECEMBER 31, 2023 AND 2022. THE FEDERAL INFORMATIONAL RETURNS OF THE ORGANIZATION FOR THE YEARS ENDED DECEMBER 31, 2020, 2021, AND 2022 ARE SUBJECT TO EXAMINATION BY THE TAX AUTHORITIES, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. X X X X X X X 1 HOWIE MARKETING & CONSULTING 19 EDGEWATER DRIVE EARLEVILLE MD 21919 GRANT WRITING SERVICES 0 405511 8330 397181 AMY H HUGHES 1107 BARTON CIRCLE WILMINGTON DE 19807 GRANT WRITING SERVICES 0 135171 10142 125029 540682 18472 522210 SCHEDULE G, PART I, LINE 2B, COLUMN (V) PROFESSIONAL GRANT WRITING SERVICES 1 RENT, UTILITIES, SUPPLIES, AND OTHER ASSISTANCE 132 333442 FMV PART I, LINE 2: JFS FOLLOWS ALL REPORTING REQUIREMENTS FOR EACH GRANT; ENSURING ALL ELIGIBILITY CRITERIA IS MET. FOR EXAMPLE, WHEN GRANTS SPECIFY SPECIFIC DEMOGRAPHICS/INCOME ELIGIBILITY, JFS PROGRAM STAFF ARE RESPONSIBLE FOR OBTAINING DOCUMENTATION/EVIDENCE AND INCLUDING SUCH EVIDENCE IN THE CLIENT'S CHART. NEXT, JFS PROGRAM STAFF COMPLETE A REQUEST FORM DETAILING THE GRANT SPECIFICS AND SUBMIT THIS TO THEIR SUPERVISOR FOR APPROVAL. ONCE APPROVED, THE SUPERVISOR SUBMITS THE REQUEST TO JFS' FINANCE DEPARTMENT FOR DISBURSEMENT. ALSO, WITH SOME GRANTS THE STATE PROVIDES THE AGENCY WITH A SPECIFIC CLOUD SOFTWARE THAT MUST BE USED TO APPROVE THE DEMOGRAPHIC CRITERIA AND WHETHER FUNDS CAN BE ALLOCATED TO THAT CLIENT. X X 0 0 0 0 0 0 0 1 0 RENNA VAN OOT CEO 149201 0 15000 0 0 0 5057 0 16512 0 185770 0 0 0 PART I, LINE 7 THE CEO RECEIVED A DISCRETIONARY BONUS WHICH WAS APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B IN ACCORDANCE WITH THE CARVER MODEL OF GOVERNANCE AND IN COMPLIANCE WITH STANDARDS IMPOSED BY THE COUNCIL ON ACCREDITATION, THE BOARD OF DIRECTORS MUST APPROVE THE FORM 990 PRIOR TO SUBMISSION. THE ACTUAL PROCESS BEGINS WHEN THE BOARD REVIEWS AND APPROVES THE ANNUAL BUDGET PRIOR TO THE START OF THE CALENDAR YEAR AND ANY REVISIONS TO THE BUDGET. IT REVIEWS FISCAL SUMMARIES AT LEAST QUARTERLY, EVALUATING EXPENDITURES AGAINST REVENUES. THE AUDIT IS PREPARED BY A DULY LICENSED ACCOUNTING FIRM. THE DRAFT IS THEN REPRESENTED TO THE BOARD. FOLLOWING REVIEW, THE AUDIT IS VOTED UPON. WITHIN 3 MONTHS OF THE APPROVAL OF THE AUDIT, THE SAME ACCOUNTING FIRM COMPLETES FORM 990 AND AGAIN PRESENTS THE INFORMATION TO THE BOARD FOR FINAL APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C EVERY YEAR, IMMEDIATELY PRIOR TO THE ANNUAL MEETING EACH JUNE, ALL BOARD MEMBERS RE-SIGN THE CONFLICT OF INTEREST POLICY. NEW BOARD MEMBERS SIGN THE CONFLICT OF INTEREST POLICY DURING ORIENTATION. WITHIN THE POLICY, BOARD MEMBERS MUST DISCLOSE ANY POSSIBLE CONFLICT WITH APPROPRIATE DOCUMENTATION. FORM 990, PART VI, SECTION B, LINE 15A IN COMPLIANCE WITH THE AGENCY'S GOVERNANCE POLICIES OF EXECUTIVE LIMITATIONS: TITLE 2.7 COMPENSATION AND BENEFITS, THE CEO PROVIDES THE EXECUTIVE COMMITTEE DATA TO ESTABLISH CURRENT COMPENSATION AND BENEFITS THAT ARE ALIGNED WITH GEOGRAPHICAL AND PROFESSIONAL MARKET FOR THE DESIGNATED SKILLS. THE CEO ACCESSES SURVEY RESULTS FROM ITS NATIONAL ORGANIZATION (AJFCA) TO COMPARE CEO REVENUES, SALARIES AND BENEFITS. SHE ALSO PROVIDES THE EXECUTIVE COMMITTEE WITH THE SAME INFORMATION FROM THE BENEFICIARY AGENCIES OF JEWISH FEDERATION OF DELAWARE FOR COMPARISON TO DETERMINE AGENCY SALARIES ARE WITHIN THE NORMS FOR THE POSITIONS HIRED. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION'S FORM 990 AND FORM 1023 ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. THE FORM 990 IS ALSO AVAILABLE VIA WWW.GUIDESTAR.ORG. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON ITS WEBSITE. CANCER CARE CONNECTION 99 PASSMORE RD WILMINGTON DE 19803 510398061 TO SUPPORT PEOPLE AFFECTED BY CANCER DE 501(C)(3) LINE 7 JEWISH FAMILY SERVICES OF DELAWARE INC 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 CANCER CARE CONNECTION Q 311589 ACTUAL EXPENSES PAID