2024-08-08T09:07:02-05:00 2023-09-30 410746749 CLIFTONLARSONALLEN LLP 4 BATTERYMARCH PARK SUITE 100 QUINCY MA 02169 990 2022-10-01 042730898 JEWISH FAMILY SERVICE OF METROWEST INC JEWI 5088753100 475 FRANKLIN STREET 101 FRAMINGHAM MA 01702 LINO COVARRUBIAS CHIEF EXECUTIVE OFFICER 5088753100 2024-08-01 1 0 DANIELLE NIHILL P01350943 7819821001 2024-07-31 2022 2024-08-08 14:25:15Z LINO COVARRUBIAS 475 FRANKLIN STREET 101 FRAMINGHAM MA 01702 5310207 0 X WWW.JFSMW.ORG X 1979 MA JEWISH FAMILY SERVICE OF METROWEST, INC PROVIDES VITAL SOCIAL, HEALTH AND COMMUNITY SERVICES TO ALLEVIATE SUFFERING, ENHANCE LIVES AND SUPPORT PEOPLE IN NEED. 37 37 80 300 25932 0 3750939 3303907 911290 1139379 53214 84422 467421 570939 5182864 5098647 320856 213178 0 0 2566611 3018271 0 0 324213 1341247 1702688 4228714 4934137 954150 164510 8487807 8900703 176014 285874 8311793 8614829 X JEWISH FAMILY SERVICE OF METROWEST, INC, A NON-PROFIT AGENCY, PROVIDES VITAL SOCIAL, HEALTH AND COMMUNITY SERVICES TO ALLEVIATE SUFFERING, ENHANCE LIVES AND SUPPORT PEOPLE IN NEED. 0 0 1823128 1133459 HOMECARE AND ELDER SERVICES-AN ARRAY OF COMMUNITY BASED PROGRAMS AND HOME BASED SERVICES THAT HELP FRAIL OLDER ADULTS MAXIMIZE INDEPENDENCE AND PROVIDE APPROPRIATE SUPPORT IN A PRAGMATIC COMPASSIONATE WAY AS CAPABILITIES DIMINISH. 1753414 980 JEWISH FAMILY ASSISTANCE-PROGRAMS TO REDUCE POVERTY IN JEWISH COMMUNITY. IMMEDIATE FINANCIAL AND ASSISTANCE NEEDS OF FAMILIES IN CRISIS ARE ADDRESSED, THEN FAMILIES ARE GIVEN THE TOOLS TO MEET LIFE'S OBSTACLES, MOVING FROM VULNERABILITY AND SUPPORTED UNTIL THEY ARE STABLE AND SELF-SUFFICIENT. 526199 IMMIGRANT AND YOUTH SERVICES-THROUGH DIRECT SERVICE AND SCHOOL AND COMMUNITY BASED PROGRAMS, ECONOMICALLY AND EDUCATIONALLY CHALLENGED CHILDREN AND FAMILIES RECEIVE GUIDANCE AND RESOURCES TO SUCCEED IN SCHOOL AND LIFE AND DEVELOP PATHWAYS TO COLLEGE, CAREERS AND SELF-SUFFICIENCY. SOCIAL, EMOTIONAL AND FINANCIAL NEEDS ARE ADDRESSED OF REFUGEES, ASYLEES AND IMMIGRANTS. 259779 213178 4940 OTHER PROGRAMS-A VARIETY OF COMMUNITY BASED SOCIAL AND EDUCATION SERVICES FOR CHILDREN, ADULTS AND FAMILIES THAT SERVE BOTH THE JEWISH AND BROADER METROWEST AND GREATER BOSTON COMMUNITIES. 259779 213178 4940 4362520 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 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 0 0 0 0 1 18 0 1 80 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 37 37 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X LINO COVARRUBIAS 5088753100 475 FRANKLIN STREET ROOM 101 FRAMINGHAM MA 01702 LINO COVARRUBIAS CHIEF EXECUTIVE OFFICER 40.00 X 257823 0 26150 JAYNE LAMPERT SR. DIRECTOR OF PHILANTHROPY 40.00 X 171262 0 16154 LUCIA PANICHELLA SR. DIR. OF PROGRAMS & PARTNERSHIPS 40.00 X 111970 0 3985 MALKA YOUNG DIR., ELDER CARE SOLUTIONS 40.00 X 108603 0 8201 AMANDA COUGHLIN SR. DIR., OPS & REVENUE PROGRAMS 40.00 X 101409 0 8703 NADIA VALENTIN DIRECTOR 1.00 X 0 0 0 DAVID PODELL DIRECTOR 1.00 X 0 0 0 FERNANDO CASTRO DIRECTOR 1.00 X 0 0 0 DENA KOWALOFF DIRECTOR 1.00 X 0 0 0 ARI FREISINGER DIRECTOR 1.00 X 0 0 0 SOPHIE HEARNE DIRECTOR 1.00 X 0 0 0 CHASE CARPENTER DIRECTOR 1.00 X 0 0 0 JODI BRING DIRECTOR 1.00 X 0 0 0 DENISE ROSENBLUM DIRECTOR 1.00 X 0 0 0 DEBORAH GOTBETTER DIRECTOR 1.00 X 0 0 0 CESAR STEWART-MORALES DIRECTOR 1.00 X 0 0 0 F JAVIER CEVALLOS DIRECTOR 1.00 X 0 0 0 PHILIP STRAUSS DIRECTOR 1.00 X 0 0 0 ANDREW TROOP DIRECTOR 1.00 X 0 0 0 NEIL ROSS DIRECTOR 1.00 X 0 0 0 ELANA MARGOLIS DIRECTOR 1.00 X 0 0 0 STEPHANIE ELKIND DIRECTOR 1.00 X 0 0 0 RABBI DANNY BURKEMAN DIRECTOR A/O 6/2023 1.00 X 0 0 0 DOUGLAS DOLGOV DIRECTOR 1.00 X 0 0 0 SHIRLEY NIGRI FARBER DIRECTOR A/O 6/2023 1.00 X 0 0 0 OMAWALI STEWART DIRECTOR 1.00 X 0 0 0 SHAI TABB DIRECTOR 1.00 X 0 0 0 TOM DRETLER DIRECTOR 1.00 X 0 0 0 JAKE GROSSMAN DIRECTOR A/O 6/2023 1.00 X 0 0 0 JACKI HART DIRECTOR A/O 6/2023 1.00 X 0 0 0 JOHN HERRERA DIRECTOR 1.00 X 0 0 0 ANITA LAVAKUMAR DIRECTOR 1.00 X 0 0 0 TIFFANY LILLIE DIRECTOR 1.00 X 0 0 0 ANTONIO MASSA VIANA DIRECTOR A/O 6/2023 1.00 X 0 0 0 MEYER LEVY TREASURER 1.00 X X 0 0 0 JAY GAINSBORO VICE PRESIDENT A/O 6/2023 1.00 X X 0 0 0 ALLISON KATES PRESIDENT A/O 6/2023; VP THRU 6/2023 1.00 X X 0 0 0 JOSEF VOLMAN IMMEDIATE PAST PRESIDENT 1.00 X X 0 0 0 SARI RAPKIN VICE PRESIDENT THRU 6/2023 1.00 X X 0 0 0 IAN RUBIN VICE PRESIDENT 1.00 X X 0 0 0 JEFFREY SWARTZ VICE PRESIDENT 1.00 X X 0 0 0 ASHLEY DEPAOLO SECRETARY 1.00 X X 0 0 0 BARBARA SCHULTZ VICE PRESIDENT 1.00 X X 0 0 0 751067 0 63193 5 0 1 1 0 43322 3260585 34695 3303907 CONTRACTED HOMEMAKER S 624100 924107 924107 OTHER SERVICE FEES 624100 213701 213701 OTHER HOMEMAKER SERVIC 624100 1571 1571 1139379 53408 53408 170678 139664 31014 31014 31014 614100 43322 71896 542204 542204 CONDO MANAGEMENT FEES 531310 25932 25932 MISCELLANEOUS INCOME 624100 2803 2803 28735 5098647 1139379 25932 629429 213178 213178 279752 195783 59166 24803 2475277 2166403 89154 219720 42568 41107 1461 220674 189559 11519 19596 7135 7135 36603 36603 10369 10369 71045 61360 2743 6942 25300 21732 1321 2247 83768 71957 4372 7439 53938 46332 2816 4790 27742 23858 1438 2446 36270 30439 5760 71 41597 35732 2171 3694 89523 76900 4673 7950 PROGRAM EXPENSES 883967 883967 CONDO FEES 91460 78564 4774 8122 OTHER PROGRAM AND REFUG 69503 69503 WRITE-OFF OF PROMISES T 69223 69223 105245 86923 1929 16393 4934137 4362520 247404 324213 1617566 387103 3638647 4578370 768981 1182380 335549 419276 196995 118731 186715 1228127 575286 586728 652841 1224610 1395288 0 98730 8487807 8900703 176014 185808 0 100066 176014 285874 X 3589409 4461950 4722384 4152879 8311793 8614829 8487807 8900703 164510 138526 0 X 0 1 X 1 0 X 2668635 3415711 2847865 3750939 3886582 16569732 2668635 3415711 2847865 3750939 3886582 16569732 460998 16108734 16316 12130 7851 12529 53408 102234 61 494 53761 627 2803 57746 16729712 4315948 0.96290 0.95440 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2018 AMOUNT: $ 61. 2019 AMOUNT: $ 494. 2020 AMOUNT: $ 53,761. 2021 AMOUNT: $ 627. 2022 AMOUNT: $ 2,803. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1224610 170678 1395288 1361724 -137114 1224610 1120069 241655 1361724 1083896 36173 1120069 1060786 23110 1083896 1.00000 0.00000 0.00000 0 0 859664 343888 515776 80622 78740 1882 287841 152658 135183 652841 BOARD DESIGNATED ENDOWMENT FUND 1395288 F 1395288 LEASE LIABILITIES - OPERATING, CURRENT PORTION 100066 100066 X 5226804 138526 138526 5088278 10369 10369 5098647 4923768 0 4923768 10369 10369 4934137 PART X, LINE 2: THE ORGANIZATION IS REQUIRED TO RECOGNIZE THE FINANCIAL STATEMENT IMPACT OF A TAX POSITION UNLESS IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION. IF APPLICABLE, THE ORGANIZATION RECOGNIZES INTEREST ACCRUED RELATED TO UNRECOGNIZED TAX BENEFITS IN INTEREST EXPENSE AND PENALTIES IN THE OPERATING EXPENSES. BASED ON THE EVALUATION OF THE ORGANIZATION'S TAX POSITIONS, MANAGEMENT BELIEVES ALL POSITIONS TAKEN WOULD BE UPHELD UNDER AN EXAMINATION. THEREFORE, NO PROVISION FOR THE EFFECTS OF UNCERTAIN TAX POSITIONS HAS BEEN RECORDED FOR THE YEARS ENDED SEPTEMBER 30, 2023 AND 2022. SEIZE THE DREAM FUNDRAISER 657422 43322 614100 49254 22642 657422 43322 614100 49254 22642 71896 542204 1 CLOTHING CLOSET 650 213178 CLOTHING PART I, LINE 2: AFTER REVIEWING PAYROLL, OTHER EXPENSES, AND WITH CONSULTATION OF SENIOR MANAGEMENT ON A MONTHLY BASIS, THE CEO AUTHORIZES THE RELEASE FROM THE APPROPRIATE RESTRICTED GRANTS. X 0 0 0 0 0 0 0 0 0 LINO COVARRUBIAS CHIEF EXECUTIVE OFFICER 257823 0 0 0 0 0 0 0 26150 0 283973 0 0 0 JAYNE LAMPERT SR. DIRECTOR OF PHILANTHROPY 171262 0 0 0 0 0 0 0 16154 0 187416 0 0 0 PART I, LINE 3 THE BOARD REVIEWS THE COMP CHANGE AND APPROVES IT. X 6 34695 FMV 0 0 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS REPRESENTS THE NUMBER OF INDIVIDUALS WHO GAVE DONATIONS. FORM 990, PART VI, SECTION B, LINE 11B ONCE THE 990 FORM IS PRESENTED BY THE AUDITORS, THE JFS FINANCE TEAM REVIEWS BY COMPARING THE NUMBERS FROM THE BOARD ACCEPTED FINAL AUDITED FINANCIALS FOR ACCURACY AND MAKE RECOMMENDATIONS TO THE CEO BY EITHER CONFIRMING ALL IS CORRECT OR EDITS WHAT IS NEEDED AT WHICH TIME THE CEO WOULD REVIEW THOSE EDITS WITH AUDITORS. ONCE AN AGREED UPON 990 IS COMPLETED, THE 990 IS FIRST SENT TO THE EXEC COMMITTEE WHICH THE TREASURER IS PART OF AND A COURTESY COPY TO THE FINANCE COMMITTEE. UNLESS THERE ARE ANY QUESTIONS, THE CEO THEN SENDS THE ENTIRE 990 TO THE ENTIRE BOARD AS REQUIRED BY 990 GUIDELINES AND GIVES THE BOARD ONE WEEK TO RESPOND WITH ANY QUESTIONS. AFTER ONE WEEK, THE 990 IS EITHER EDITED IF REQUIRED, AND/OR THE 990 IS SIGNED BY CEO, AND AUDITORS ARE GIVEN PERMISSION TO FILE. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REGULARY AND CONSISTENTLY MONITORS THE COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY THROUGH DISCUSSIONS AT STAFF MEETINGS, BOARD ORIENTATION AND AT BOARD OF DIRECTOR MEETINGS. ANYONE WITH A POTENTIAL CONFLICT OF INTEREST MUST DISCLOSE IT AS SOON AS IT IS KNOWN OR REASONABLY KNOWN. BOARD MEMBER DISCLOSURE STATEMENTS ARE PROVIDED TO THE BOARD CHAIR AND THE CHAIR'S DISCLOSURE STATEMENT IS PROVIDED TO THE SECRETARY OF THE BOARD. COPIES OF THE DISCLOSURES ARE ALSO PROVIDED TO THE CEO. FORM 990, PART VI, SECTION B, LINE 15 A COMPENSATION COMMITTEE DEVELOPS/REVISES THE CHIEF EXECUTIVE OFFICER'S EMPLOYMENT CONTRACT. THE CONTRACT PROPOSAL IS THEN PRESENTED TO THE EXECUTIVE COMMITTEE FOR DISCUSSION AND VOTED FOR RECOMMENDATION TO THE FULL BOARD OF DIRECTORS. THE BOARD OF DIRECTORS THEN APPROVES THE CONTRACT. WHEN NEW KEY POSITIONS ARE CREATED, COMPARABLE DATA AND INDEPENDENT ADVICE IS OBTAINED AND CONSIDERED. THE BOARD TREASURER AND EXECUTIVE COMMITTEE ARE INVOLVED IN SETTING THE COMPENSATION PARAMETERS. DISCUSSIONS ARE DOCUMENTED. COMPENSATION REVIEWS ARE CONDUCTED ANNUALLY FOR ALL OTHER OFFICERS. CHANGES IN PAY RATE ARE BASED ON MERIT, JOB PERFORMANCE AND CONTRIBUTION TO THE SUCCESS OF THE AGENCY. RECOMMENDATIONS FOR COMPENSATION CHANGES ARE MADE BY THE CEO TO THE BUDGET AND FINANCE COMMITTEE AND THEN TO THE BOARD OF DIRECTORS. DISCUSSIONS ARE DOCUMENTED. THE COMPENSATION WAS DETERMINED IN 2020 WHEN THE NEW CEO TOOK OVER AND THE CONTRACT RUNS THROUGH 2023. THIS PROCESS WAS LAST COMPLETED IN 2024. FORM 990, PART VI, SECTION C, LINE 19 JEWISH FAMILY SERVICE OF METROWEST INC. PROVIDES COPIES OF ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS TO THE PUBLIC UPON REQUEST.