2025-03-03T09:00:36-06:00 2024-06-30 331498605 PLANTE & MORAN PLLC 8181 E TUFTS AVE SUITE 600 DENVER CO 80237 990 2023-07-01 840402701 JEWISH FAMILY SERVICE OF COLORADO INC JEWI 3035975000 3201 S TAMARAC DR DENVER CO 80231 LINDA P FOSTER PRESIDENT & CEO 3035975000 2025-02-28 1 1 RYAN C HARRIS P00614618 3037409400 2025-02-28 2023 2025-03-06 01:10:19Z LINDA P FOSTER 3201 S TAMARAC DR DENVER CO 80231 25981322 0 X WWW.JEWISHFAMILYSERVICE.ORG X 1923 CO ENHANCE THE WELL-BEING OF THOSE IN NEED IN COLORADO BY DELIVERING SERVICES BASED ON JEWISH VALUES. 23 23 267 972 0 0 18058749 19342850 1822790 2414989 933572 890772 -562277 -304322 20252834 22344289 5193575 5528476 0 0 11669690 13190528 0 0 1473685 2986143 2758725 19849408 21477729 403426 866560 18725551 19412648 2221059 2005724 16504492 17406924 X IMPROVING THE LIVES OF INDIVIDUALS AND FAMILIES IN NEED THROUGHOUT COLORADO BY TAKING AN INTEGRATED APPROACH TO DELIVERING COMPREHENSIVE SUPPORT SERVICES. 1 0 3874004 2464362 COMMUNITY RESOURCES FOR STABILITY (CRS) PROVIDES INDIVIDUALS AND FAMILIES IN CRISIS WITH FOOD, LIMITED EMERGENCY FINANCIAL ASSISTANCE, CARE MANAGEMENT, AND INFORMATION AND REFERRALS. JFS OFFERS ROBUST AND COMPREHENSIVE ASSISTANCE TO INDIVIDUALS AND FAMILIES IN CRISIS WHILE PROMOTING LONGTERM SELF-SUFFICIENCY AND PREVENTING HOMELESSNESS. BY PROVIDING SUPPORTIVE SERVICES SUCH AS FINANCIAL ASSISTANCE, CASE MANAGEMENT, AND JOB PREPARATION/EMPLOYMENT SERVICES, JFS IS HELPING THE MOST AT-RISK PEOPLE IN OUR COMMUNITY STABILIZE THEIR LIVES AND IMPROVE THEIR ECONOMIC SECURITY. IN ADDITION, JFS INCREASES ACCESS TO FRESH, HEALTHY, AND NUTRITIOUS FOODS AND MEALS AT THE WEINBERG FOOD PANTRY, SERVING 557,640 POUNDS OF FOOD TO 4,140 HOUSEHOLDS.THE JFS MOBILE FOOD & HYGIENE PANTRY PROVIDES FOOD ASSISTANCE IN AREAS OF NEED FOR THOSE FACING FOOD INSECURITY. THE MOBILE PANTRY TRAVELS TO DENVER NEIGHBORHOODS AND HOUSING COMPLEXES WITH HIGH PERCENTAGES OF FOOD INSECURITY AND TO COMMUNITY AND RECREATION CENTERS TO REACH THOSE WITH TRANSPORTATION BARRIERS. REMOVING TRANSPORTATION BARRIERS ENSURES FAMILIES EXPERIENCING FOOD INSECURITY WILL HAVE CONTINUED ACCESS TO HEALTHY, FRESH, AND CULTURALLY RELEVANT FOODS, SUCH AS PRODUCE, MEATS, AND DRIED GOODS, AS WELL AS INFORMATION ON HOW TO ACCESS THE MORE THAN 30 PROGRAMS AND SERVICES OFFERED BY JFS. THE MOBILE FOOD PANTRY SERVED MORE THAN 191,632 MEALS IN 2024.THROUGH ITS EMERGENCY HOUSING ASSISTANCE PROGRAM, JFS PROVIDES EMERGENCY FINANCIAL ASSISTANCE PROTECTING FAMILIES FACING EVICTION, ENSURING THEIR ABILITY TO PAY THEIR RENT, MORTGAGE, OR BILLS, AND INCREASING THEIR LONG-TERM FINANCIAL STABILITY. A TOTAL OF 236 INDIVIDUALS WERE SERVED IN FY24. 2788954 1498889 79773 AGING CARE & CONNECTIONS (ACC) PROVIDES CONSISTENT CARE, EASES TRANSITIONS, AND CREATES A VIBRANT SUPPORT TEAM FOR OLDER ADULTS AND THEIR FAMILIES. THE JAY AND ROSE PHILLIPS AGING CARE & CONNECTIONS DEPARTMENT HELPS 632 OLDER ADULTS LIVE SAFELY AND INDEPENDENTLY IN THE SETTING OF THEIR CHOICE BY PROVIDING 16,312 SERVICES RANGING FROM CARE MANAGEMENT, COUNSELING, AND HOMEMAKER SERVICES. THE AGING CARE & CONNECTIONS PROGRAM REDUCES SOCIAL ISOLATION AND BARRIERS TO CARE FOR OLDER ADULTS IN AGING-FRIENDLY COMMUNITIES BY OFFERING INCLUSIVE PROGRAMS AND SUPPORT SERVICES SUCH AS KOSHER MEALS ON WHEELS, COMMUNITY TABLE LUNCH PROGRAM AT THE JCC, AND FRIENDLY VISITORS. ADDITIONALLY, JFS PROVIDES VITAL SERVICES TO 107 HOLOCAUST SURVIVORS IN NEED OF CARE AND SUPPORT, ALLOWING THEM TO REMAIN SAFELY IN THEIR OWN HOMES AND MAINTAIN A GOOD QUALITY OF LIFE. JFS DELIVERED ESSENTIAL FOOD AND SUPPLIES TO HOMEBOUND OLDER ADULTS EACH WEEK AND PROVIDED 18,958 MEALS DURING THE YEAR. 2887058 85431 1711260 MENTAL HEALTH COUNSELING & SERVICES PARTNERS WITH CLIENTS, FAMILIES, AND THE COMMUNITY TO CREATE OPPORTUNITIES TO ACHIEVE EMOTIONAL WELLNESS AND STABILITY. OUR TEAM OF SKILLED MENTAL HEALTH PROFESSIONALS IS COMMITTED TO HELPING, IMPROVING, AND MAKING A DIFFERENCE IN THE LIVES OF THOSE STRUGGLING WITH MENTAL HEALTH ISSUES. JFS PROVIDES QUALITY TRAUMA-INFORMED THERAPY IN PERSON OR THROUGH HIPAA-APPROVED TELETHERAPY FOR MORE THAN 1,263 INDIVIDUALS, COUPLES, AND FAMILIES THROUGH 12,581 SESSIONS TO SUPPORT NEIGHBORS DEALING WITH A VARIETY OF ISSUES, INCLUDING DEPRESSION, GRIEF, TRAUMA, RELATIONSHIP ISSUES, ANXIETY, AND FAMILY CRISES. OUR BILINGUAL RUSSIAN-SPEAKING THERAPIST OFFERS COUNSELING AND SUPPORT TO DENVER'S UNDERSERVED RUSSIAN POPULATION. THROUGH THE REFUGEE MENTAL HEALTH PROGRAM, JFS PROVIDES COMPETENT, TRAUMA-INFORMED THERAPY ON AN OUTPATIENT BASIS TO REFUGEE INDIVIDUALS AND FAMILIES WHO ARE ADJUSTING TO LIFE IN COLORADO FOR MORE THAN 118 REFUGEES. KIDSUCCESS PROVIDES FREE SCHOOL-BASED MENTAL HEALTH SERVICES TO 929 STUDENTS AT 15 DENVER PUBLIC SCHOOLS AND 1 PRIVATE SCHOOL. 1026988 7392 113731 JFS SUPPORTS 82 INDIVIDUALS WITH DISABILITIES, AS WELL AS THEIR FAMILIES AND CAREGIVERS, BY PROVIDING A PERSON-CENTERED APPROACH TO INDIVIDUALLY CUSTOMIZED SERVICES. SERVICES FOR PEOPLE WITH DISABILITIES INCLUDE CONNECTING PARTICIPANTS TO VOLUNTEER OPPORTUNITIES, MEANINGFUL EMPLOYMENT, AND SOCIAL AND RECREATIONAL ACTIVITIES. OUR DISABILITY PROGRAM BUILDS THE WORKFORCE OF THE DENVER METRO AREA BY PROVIDING INDIVIDUAL AND GROUP EMPLOYMENT SUPPORT FOR THOSE WITH BARRIERS TO EMPLOYMENT. THE ARTS AND COMMUNITY EXPLORATION (ACE) PROGRAM IS A PEOPLE-CENTERED INTERACTIVE DAY PROGRAM FOR INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES. IN ADDITION, JFS COORDINATES THE JEWISH DISABILITY ADVOCATES (JDA) PROGRAM TO PROMOTE FULL PARTICIPATION AND INCLUSION OF PEOPLE WITH DISABILITIES WHO ARE OF THE JEWISH FAITH INTO THE JEWISH COMMUNITY AND THE COMMUNITY AT LARGE. THE BEST BUDDIES PROGRAM OFFERED MANY PROGRAMS AND ACTIVITIES FOR 22 BUDDIES TO PARTICIPATE IN. 2078038 16872 8865 JFS IS A UNIQUE PROVIDER OF WORKFORCE DEVELOPMENT SERVICES BECAUSE IT PROVIDES INTENSIVE, INDIVIDUALIZED CASE MANAGEMENT AND A FULL CONTINUUM OF SERVICES FOCUSED ON SELF-SUFFICIENCY AND A TWO-GENERATION APPROACH TO REMEDIATING SYSTEMIC AND GENERATIONAL POVERTY. OUR WORK IS IN PERSON AND VIRTUAL TO SERVE COLORADANS WHO HAVE BEEN DISPROPORTIONATELY AFFECTED BY THE PANDEMIC AND THOSE WHO FACE SYSTEMIC OR PERCEIVED BARRIERS TO GAINING EMPLOYMENT STABILITY AND ECONOMIC MOBILITY IN 21ST CENTURY COLORADO JOBS WHERE THEY CAN EARN A LIVING WAGE. IN 2024, JFS PROVIDED EMPLOYMENT SERVICES TO 2,062 JOB SEEKERS, INCLUDING JOB APPLICATION AND RSUM ASSISTANCE, WORKSHOPS, AND INDIVIDUALIZED JOB ASSISTANCE. JFS PARTNERS WITH DENVER METRO AREA BUSINESSES AND ORGANIZATIONS BY PROVIDING THEM WITH QUALIFIED AND ASSESSED JOB CANDIDATES AT NO CHARGE. WE ALSO PROVIDE INTENSIVE CASE MANAGEMENT AND JOB READINESS SERVICES FOR THOSE ELIGIBLE FOR TEMPORARY ASSISTANCE TO NEEDY FAMILIES (TANF). 1428912 881776 AS A PERMANENT RECEPTION & PLACEMENT (R&P) AGENCY WORKING IN PARTNERSHIP WITH HIAS, THE GLOBAL JEWISH ORGANIZATION FOR REFUGEES, JFS RESETTLED 171 REFUGEES FROM AFGHANISTAN, DEMOCRATIC REPUBLIC OF CONGO, SYRIA, SUDAN, UKRAINE, LATIN AMERICA, AND MORE. AVAILABLE SERVICES FOR REFUGEES INCLUDE MENTAL HEALTH CARE; CULTURAL ORIENTATION; ACCESS TO CULTURALLY APPROPRIATE FOOD AND ESSENTIAL ITEMS; ONGOING CASE MANAGEMENT TO FURTHER ASSIST WITH THE TRANSITION TO COLORADO; ASSISTANCE WITH GOVERNMENT BENEFITS, LANGUAGE COURSES, AND SCHOOL ENROLLMENT; WORKFORCE DEVELOPMENT AND EMPLOYMENT SUPPORT; AND VITAL ASSISTANCE SECURING AFFORDABLE HOUSING. 254696 0 0 THE VOLUNTEER SERVICES PROGRAM UTILIZES THE SKILLS AND EXPERIENCE OF A DIVERSE POOL OF VOLUNTEERS TO STRENGTHEN THE SERVICES OF THE AGENCY BY HELPING TO COORDINATE FOOD DISTRIBUTION IN THE FOOD PANTRY; ENHANCING THE LIVES OF OLDER ADULTS WITH REGULAR VISITS AND OUTINGS; LEADING HOLIDAY AND SHABBAT CELEBRATIONS AT NURSING HOMES, ASSISTED-LIVING FACILITIES, HOSPITALS, AND PRISONS, DISTRIBUTING LUNCHES TO CHILDREN IN LOW-INCOME NEIGHBORHOODS DURING THE SUMMER; FEEDING OLDER ADULTS AT A CONGREGATE MEAL SETTING; PROVIDING ONE-TO-ONE FRIENDSHIP TO ADULTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES; HELPING WITH RESETTLEMENT OF NEWLY ARRIVED REFUGEES; AND PROVIDING PRO BONO PROFESSIONAL SERVICES. IN 2024, 972 INDIVIDUALS VOLUNTEERED OVER 22,681 HOURS OF TIME IN SUPPORT OF JFS PROGRAMS AND SERVICES. 1313153 564143 31217 JFS BOULDER HELPED 681 INDIVIDUALS MAINTAIN A HIGH QUALITY OF LIFE THROUGH PROGRAMS AND SERVICES THAT KEEP THEM SUPPORTED, CONNECTED, AND ENGAGED. SERVICES INCLUDE CARE MANAGEMENT, COUNSELING, COMPANIONSHIP, EMERGENCY ASSISTANCE, AND HOLIDAY CELEBRATIONS. JFS BOULDER CONTINUES TO PROCESS EMERGENCY HOUSING ASSISTANCE CLAIMS FOR INDIVIDUALS AND FAMILIES WHOSE INCOMES HAVE BEEN DIRECTLY IMPACTED BY THE MARSHALL FIRE AND CONTINUES TO OVERSEE MENTAL HEALTH COUNSELING SERVICES TO THOSE IMPACTED BY THE MARSHALL FIRE. 259901 9611 9600 JFS COMMUNITY CHAPLAIN PROVIDES SPIRITUAL COMFORT TO 435 JEWISH INDIVIDUALS AND FAMILIES THROUGH 459 SERVICES RANGING FROM DIRECT SPIRITUAL CARE TO THOSE WHO ARE ILL, IN CRISIS, OR NEAR THE END OF THEIR LIVES IN HOSPITALS, MENTAL HEALTH INSTITUTIONS, CORRECTIONAL FACILITIES, OR AT HOME. 763060 0 460543 IN 2024, JFS PURCHASED ALTIUS FARMS, A ROOFTOP GREENHOUSE LOCATED IN DOWNTOWN DENVER. JFS ALTIUS FARMS GROWS MORE THAN 35,000 POUNDS OF FRESH PRODUCE EACH YEAR IN OUR 7,300-SQUARE-FOOT ROOFTOP GREENHOUSE, WHICH HOUSES 355 TOWER GARDENS. THE FARM PROVIDES LOCALLY AND SUSTAINABLY GROWN CHEMICAL PESTICIDE-FREE PRODUCE FOR RESTAURANTS, LOCAL GROCERS, THE COMMUNITY, AND JFS WEINBERG FOOD PANTRY FOR OUR CLIENTS. AS A NONPROFIT SOCIAL ENTERPRISE, JFS ALTIUS FARMS TRAINS AND EMPLOYS JFS CLIENTS AND VETERANS INTERESTED IN AEROPONIC AND TRADITIONAL FARMING. 7124748 1479794 623956 16674764 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 286 0 1 267 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 23 23 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X X KAITLYN JONES 3035975000 3201 S TAMARAC DRIVE DENVER CO 80231 JONATHAN ALPERT TRUSTEE 1.00 0.00 X 0 0 0 MICHAEL ASARCH TRUSTEE 1.00 0.00 X 0 0 0 DEREK CONN TRUSTEE 1.00 0.00 X 0 0 0 JASON COOPER TRUSTEE 1.00 0.00 X 0 0 0 DAVID FEINER TRUSTEE 1.00 0.00 X 0 0 0 STACY AVIVA FLINT TRUSTEE 1.00 0.00 X 0 0 0 GILAD GORDON SECRETARY 1.00 0.00 X X 0 0 0 AMANDA GREENBERG TRUSTEE 1.00 0.00 X 0 0 0 STEVE GROSS TRUSTEE 1.00 0.00 X 0 0 0 LEANNA HARRIS TRUSTEE 1.00 0.00 X 0 0 0 AARON HYATT CHAIR 1.00 0.00 X X 0 0 0 RABBI RACHEL KOBRIN TRUSTEE 1.00 0.00 X 0 0 0 MINDY LEVY PECKAR TRUSTEE 1.00 0.00 X 0 0 0 NNEKA MCPHEE TRUSTEE 1.00 0.00 X 0 0 0 MARTY ROSENBAUM TRUSTEE 1.00 0.00 X 0 0 0 SCOTT STILLMAN TREASURER 1.00 0.00 X X 0 0 0 VIC SULZER TRUSTEE 1.00 0.00 X 0 0 0 SAM ZAITZ TRUSTEE 1.00 0.00 X 0 0 0 CARL ROSSOW TRUSTEE 1.00 0.00 X 0 0 0 CHARLIE GWIRTSMAN TRUSTEE 1.00 0.00 X 0 0 0 ELISE BARISH TRUSTEE 1.00 0.00 X 0 0 0 FRAN SIMON TRUSTEE 1.00 0.00 X 0 0 0 HEIDI WALD TRUSTEE 1.00 0.00 X 0 0 0 LINDA P FOSTER PRESIDENT AND CEO 38.00 0.00 X 361288 0 15562 JESSICA ZEIDMAN CHIEF ADVANCEMENT OFFICER 38.00 0.00 X 193545 0 17767 SAMANTHA DEEBS END 73123 CHIEF FINANCIAL OFFICER 38.00 0.00 X 86358 0 6332 AMY WAYNE END 11723 CHIEF HUMAN RESOURCE OFFIC 38.00 0.00 X 121131 0 3146 MARTHA FITZGERALD CHIEF STRATEGY OFFICER 38.00 0.00 X 77059 0 262 JEAN MARSHALL BEGIN 11823 CHIEF HUMAN RESOURCE OFFI 38.00 0.00 X 27403 0 1367 ANGELA PEREA BEGIN 91123 CHIEF FINANCIAL OFFICER 38.00 0.00 X 114847 0 11623 JENNIFER HERREN DIRECTOR OF MARKETING & CO 38.00 0.00 X 109066 0 12681 TODD MERENDINO DIRECTOR OF MENTAL HEALTH SERVICES 38.00 0.00 X 111082 0 8890 ROXANE MILLER-FREUTEL DIRECTOR OF DISABILITY SERVICES 38.00 0.00 X 101204 0 15780 RENEE NEWHOUSE DIRECTOR OF VOLUNTEER SERVICES 38.00 0.00 X 101072 0 9148 LEAH WING DIRECTOR OF EMPLOYMENT SERVICES 38.00 0.00 X 100440 0 12802 1504495 0 115360 9 0 1 0 GREATER TALENT NETWORK LLC 888 7TH AVE SUITE 922 NEW YORK NY 10106 SPEAKER FEES 176215 ZIM CONSULTING INC 1385 S COLORADO BOULEVARD SUITE A DENVER CO 80222 GRANT CONSULTING 131250 2 1476310 5931298 11935242 1009378 19342850 CLINICAL SERVICES 621300 1840715 1840715 ALTIUS SALES 812900 460543 460543 DISABILITY SERVICES 812900 113731 113731 2414989 414907 414907 3615505 3139640 475865 475865 475865 158000 1476310 497393 -339393 -339393 MISCELLANEOUS 900099 35071 35071 35071 22344289 2414989 0 586450 85000 85000 5443476 5443476 1062110 70756 638125 353229 10290352 7941349 1868183 480820 230708 178167 38764 13777 790140 626128 127227 36785 817218 593534 167629 56055 35514 8676 26838 69354 69354 370591 171121 41864 157606 178940 31341 14201 133398 282670 163103 98151 21416 101498 45786 5956 49756 710642 666418 17825 26399 120210 112677 6848 685 27227 16964 6579 3684 12629 12629 317187 262885 38506 15796 109869 22560 87309 COST OF SALES 160529 160529 SPECIAL EVENT EXPENSES 106379 5655 8422 92302 BANK AND CREDIT CARD FE 50765 8104 15010 27651 PAYROLL FEES 47763 16413 29534 1816 56958 44122 10326 2510 21477729 16674764 3329280 1473685 181465 685507 459497 3972489 1381786 297466 6144 209984 343102 5429437 2766355 2514263 2663082 11705950 8846320 2272606 2598538 18725551 19412648 1412725 1628776 690000 0 118334 376948 2221059 2005724 X 8943908 7807804 7560584 9599120 16504492 17406924 18725551 19412648 866560 35872 0 X 0 1 X 1 1 1 X 11231090 12448008 17199009 18058749 19342850 78279706 11231090 12448008 17199009 18058749 19342850 78279706 3741548 74538158 252485 216434 177970 491240 414917 1553046 9443 11644 2111 35071 58269 79891021 10545131 0.93300 0.92920 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 9,443. 2021 AMOUNT: $ 11,644. 2022 AMOUNT: $ 2,111. 2023 AMOUNT: $ 35,071. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5808636 352272 886991 417833 4856084 4348391 1357236 479847 376838 5808636 5332149 1726 -718297 267187 4348391 4103209 250000 1131268 152328 5332149 4302658 750 89638 289837 4103209 1.00000 1 0 540000 540000 1216352 826598 389754 2325130 1189580 1135550 892650 558688 333962 455305 191489 263816 2663082 BENEFICIAL INTEREST IN ASSETS HELD BY FOUNDATIONS 2227563 RIGHT OF USE ASSETS 370975 2598538 LEASE LIABILITIES 376948 376948 22932835 35872 124635 497393 657900 22274935 69354 69354 22344289 22030403 124635 497393 622028 21408375 69354 69354 21477729 PART V, LINE 4: GENERAL ENDOWMENT, HEALING SERVICES ENDOWMENT, AND FRIEDMAN FAMILY ENDOWMENT: THE INCOME FROM THESE ENDOWMENTS MAY BE USED FOR GENERAL PURPOSES OF JFS. SHAPIRO FAMILY FUND ENDOWMENT AND AGNES BADION ENDOWMENT: INCOME FROM THESE ENDOWMENTS MUST BE USED TO SUPPORT THE SHALOM DENVER PROGRAMS OF JFS. CHILDREN OF HOPE ENDOWMENT: THE INCOME FROM THIS ENDOWMENT IS TO BE USED FOR CHILDREN'S PROGRAMS AND SERVICES. TERRY RUTH BILETT EDUCATION LOAN FUND: THIS ENDOWMENT IS USED TO ASSIST ANY JEWISH PERSON RESIDING IN COLORADO TO BEGIN OR CONTINUE EDUCATION OR TRAINING THAT MAY LEAD TO ACHIEVEMENT OF A SPECIFIC VOCATIONAL GOAL, SELF-SUFFICIENCY, AND/OR EMPLOYMENT BY OFFERING AN INTEREST FREE LOAN. THIS ENDOWMENT WAS DISSOLVED IN FY2024 WITH AUTHORIZATION FROM THE ATTORNEY GENERAL TO USE THE FUNDS FOR EMPLOYMENT PROGRAMS. THE RAPHAEL LEVY MEMORIAL FOUNDATION ENDOWMENT FOR REFUGEES AND MENTAL HEALTH SERVICES: THE ASSETS OF THIS ENDOWMENT ARE HELD BY THE ROSE COMMUNITY FOUNDATION. THE INCOME FROM THIS ENDOWMENT IS TO BE USED FOR REFUGEE PROGRAMMING AND MENTAL HEALTH SERVICES. CAROL AND ERIC SCHWARTZ SELF-SUFFICIENCY ENDOWMENT AND THE SAMUEL R FREEMAN SELFSUFFICIENCY ENDOWMENT: INCOME FROM THESE ENDOWMENTS IS USED TO HELP CLIENTS ACHIEVE SELF-SUFFICIENCY. ROSE FOUNDATION ENDOWMENT FUND: THE ASSETS OF THIS ENDOWMENT ARE HELD BY THE ROSE FOUNDATION. THE INCOME FROM THIS ENDOWMENT IS TO BE USED FOR SAFETY NET PROGRAM SUPPORT. COUNSELING CENTER ENDOWMENT FUND: THE ASSETS OF THIS ENDOWMENT ARE HELD BY COLORADO GIVES FOUNDATION. THE INCOME FROM THIS ENDOWMENT IS TO BE USED FOR MENTAL HEALTH COUNSELING. ERIC AND ELLEN POLLOCK FAMILY FUND: THIS FUND IS INVESTED IN A LIFE INSURANCE POLICY, THE PROCEEDS OF WHICH WILL BE USED TO ESTABLISH A PERMANENT ENDOWMENT WHOSE EARNINGS WILL BE USED TO SUPPORT JFS'S ANNUAL OPERATING BUDGET IN THE AREA OF GREATEST NEED. JACK BERNSTONE ENDOWMENT, AGING SERVICES ENDOWMENT AND CORINNE ROTTMAN ENDOWMENT: INCOME FROM THESE ENDOWMENTS IS RESTRICTED FOR USE IN THE SENIOR SERVICES PROGRAMS. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 497,393. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 497,393. EXECUTIVE LUNCH 1315491 1200491 115000 428 45172 104833 190512 3731 FAMILY CONCERT 318819 275819 43000 22 49954 64157 31491 7093 1634310 1476310 158000 450 95126 168990 222003 10824 497393 -339393 1 KAVOD SHEF 820 SOUTH MONACO PARKWAY 234 DENVER CO 80224 475495289 501(C)(3) 85000 0 MATCH FOR PASS-THROUGH GRANT 1 RENT, UTILITY, TRANSPORTATION, MEDICAL ASSISTANCE, MISC. 20000 4521063 FOOD ASSISTANCE & SUPPLIES 9500 922413 FAIR MARKET VALUE FOOD AND HOUSEHOLD ITEMS PART I, LINE 2: ORGANIZATIONS RECEIVING GRANTS FROM JEWISH FAMILY SERVICE ARE REIMBURSED ON A COST-INCURRED BASIS, A CONTRACT SIGNED BY THE GRANTEE AND JEWISH FAMILY SERVICES SPECIFIES THE RESPONSIBILITIES OF EACH ORGANIZATION. GRANTEES MEET REGULARLY WITH JEWISH FAMILY SERVICE STAFF AND SUBMIT FINANCIAL AND STATISTICAL REPORTS AS SPECIFIED IN THE CONTRACT. ORIGINAL DOCUMENTATION IS REQUIRED TO BE SUBMITTED UPON REQUEST BY JEWISH FAMILY SERVICE. PROGRAM STAFF MONITOR ADHERENCE TO PROGRAM GUIDELINES. X X X 0 0 0 0 0 0 0 1 0 LINDA P FOSTER PRESIDENT AND CEO 295659 0 41208 0 24421 0 14423 0 1139 0 376850 0 0 0 JESSICA ZEIDMAN CHIEF ADVANCEMENT OFFICER 158545 0 35000 0 0 0 8181 0 9586 0 211312 0 0 0 PART I, LINE 7 BONUSES ARE APPROVED BY THE BOARD AND PAID BASED ON THE COMPLETION OF CERTAIN PERFORMANCE CRITERIA. X 14 86965 MARKET VALUE X 537050 913618 COST X PROGRAM SUPPLIES 84 8590 FMV X TOILETRIES 8 205 FMV 1 0 1 1 PART I, LINE 32B: JEWISH FAMILY SERVICE HAS A CONTRACT WITH AN AUTOMOBILE BROKER THAT RECEIVES AND SELLS DONATED CARS AND PAYS THE COMPANY BASED ON THE PROCEEDS FROM SELLING THE CARS. FORM 990, PART III, LINE 2 JFS ALTIUS FARMS IN FY24 JFS PURCHASED ALTIUS FARMS. A ROOFTOP GREENHOUSE LOCATED IN DOWNTOWN DENVER. JFS ALTIUS FARMS GROWS MORE THAN 35,000 POUNDS OF FRESH PRODUCE EACH YEAR IN OUR 7,300 SQ. FT. ROOFTOP GREENHOUSE, WHICH HOUSES 355 TOWER GARDENS. THE FARM PROVIDES LOCALLY AND SUSTAINABLY GROWN CHEMICAL PESTICIDE-FREE PRODUCE FOR RESTAURANTS, LOCAL GROCERS, THE COMMUNITY, AND JFS WEINBERG FOOD PANTRY FOR OUR CLIENTS. AS A NONPROFIT SOCIAL ENTERPRISE, JFS ALTIUS FARMS TRAINS AND EMPLOYS JFS CLIENTS AND VETERANS INTERESTED IN AEROPONIC AND TRADITIONAL FARMING. FORM 990, PART VI, SECTION A, LINE 2 THE FOLLOWING MEMBERS OF THE BOARD HAVE A FAMILY RELATIONSHIP: 1. LEANNA HARRIS AND VIC SULZER. FORM 990, PART VI, SECTION B, LINE 11B THE BUDGET AND FINANCE COMMITTEE REVIEWS AND APPROVES THE FORM 990. AFTERWARDS THE DRAFT FORM 990 IS SENT TO THE BOARD FOR REVIEW BEFORE APPROVING IT AT THE OFFICIAL BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD CONFLICT OF INTEREST POLICY WAS ADOPTED ON MARCH 28, 2005. EVERY YEAR, EACH BOARD MEMBER COMPLETES AND SIGNS A DISCLOSURE STATEMENT DECLARING ANY KNOWN CONFLICTS AND AGREEING TO COMPLY WITH THE POLICY. THESE ANNUAL STATEMENTS ARE GATHERED EACH YEAR AND ARE MAINTAINED BY MANAGEMENT. FORM 990, PART VI, SECTION B, LINE 15A THE CEO'S COMPENSATION WAS REVIEWED, DISCUSSED, AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS OF JFS, THE BOARD CHAIR, AND THE CHIEF HUMAN RESOURCES OFFICER. THE COMMITTEE REVIEWED COMPARABLE COMPENSATION AND DOCUMENTED THE DECISION IN THE MINUTES. COMPENSATION FOR OTHER OFFICERS IS DETERMINED BY THE CEO IN CONSULTATION WITH THE CHIEF HUMAN RESOURCES OFFICER TAKING THE CURRENT MARKET RATE INTO CONSIDERATION. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. JFST LLC 3201 S TAMARAC DR SUITE 200 DENVER CO 80231 PROPERTY CO 50000 1944832 JEWISH FAMILY SERVICE OF COLORADO INC JFS ALTIUS FARMS LLC 3201 S TAMARAC DR SUITE 200 DENVER CO 80231 SOCIAL ENTERPRISE/HYDROPONIC FARMING CO 1728137 1361484 JEWISH FAMILY SERVICE OF COLORADO INC