2025-03-07T14:33:48-06:00 2024-06-30 390974031 WEGNER CPAS LLP 2921 LANDMARK PL STE 300 MADISON WI 537134236 990 2023-07-01 261786285 JFS HOUSING INC JFSH 4143905800 1300 N JACKSON STREET MILWAUKEE WI 53202 DANIEL FLEISCHMAN PRESIDENT 4143905800 2025-03-05 1 1 JENNY TARKOWSKI CPA P00634290 6082744020 2025-02-24 2023 2025-03-06 01:10:19Z DANIEL FLEISCHMAN 1300 N JACKSON STREET MILWAUKEE WI 53202 1660697 0 X JFSMILW.ORG X 2008 WI ORGANIZED EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, AND TO CARRY OUT THE PURPOSES OF, JEWISH FAMILY SERVICES, INC. A CHARITABLE NON-PROFIT CORPORATION. 15 15 42 189 0 0 1359462 1407675 172811 153563 80759 93913 1000 5546 1614032 1660697 0 0 0 0 693131 746687 0 0 0 660531 685022 1353662 1431709 260370 228988 5168932 5222470 3098586 2921866 2070346 2300604 X TO PROVIDE HIGH QUALITY AFFORDABLE HOUSING WITH INNOVATIVE AND SUPPORTIVE SERVICES THAT ENHANCE THE LIVES OF OUR RESIDENTS. 0 0 1431709 0 153563 HOUSING - JFS HOUSING, INC., DEVELOPS AFFORDABLE HOUSING FOR LOW- AND MODERATE-INCOME INDIVIDUALS, FAMILIES, SENIORS, AND PEOPLE WITH DISABILITIES. OUR CAMPUS COMMUNITY PROVIDES RESIDENTS WITH MORE THAN A PLACE TO LIVE. THIS IS TRULY HOME, WITH ALL THE AMENITIES TO LIVE AN ACTIVE LIFE. WHAT MAKES OUR COMMUNITY TRULY UNIQUE IS HOW IT FOSTERS SOCIAL INTERACTION AMONG NEIGHBORS YET ENSURES SECURITY AND PRIVACY.SERVICES PROVIDED INCLUDE HOUSEKEEPING, TRANSPORTATION, MEDICATION SETUP, EMERGENCY CALL SYSTEM, PERSONAL CARE WORKER, LAUNDRY AND LINEN, WELLNESS CHECKS BY A REGISTERED NURSE, AND DINING OPTIONS. THERE IS AN ONSITE KITCHEN AND DINING ROOM TO SUPPLY MEALS THREE TIMES A DAY TO RESIDENTS. IF THE RESIDENT IS ASSISTED LIVING, A PACKAGE OF SERVICES IS CREATED TO ALLOW THE INDIVIDUAL TO RECEIVE ALL THE CARE THAT THEY NEED. 1431709 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 3 0 42 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 1 1 1 1 0 0 0 0 1 1 1 1 1 0 0 0 WI X DANIEL FLEISCHMAN 4143905800 1300 N JACKSON STREET MILWAUKEE WI 53202 LAURIE BISKOWITZ CHAIR 1.00 X 0 0 0 MARK LAUX VICE-CHAIR 2.00 X X 0 0 0 JOE MUDLAFF TREASURER 1.00 X X 0 0 0 ROBERTA LONDON SECRETARY 1.00 X X 0 0 0 GEORGE CHRISTENSON DIRECTOR 1.00 X 0 0 0 BONNIE JOSEPH DIRECTOR 1.00 X 0 0 0 MARJORIE LAING DIRECTOR 1.00 X 0 0 0 SYLVAN LEABMAN DIRECTOR 1.00 X 0 0 0 SCOTT LUBER DIRECTOR 1.00 1.00 X 0 0 0 EILEEN MESSNICK DIRECTOR 1.00 X 0 0 0 RON OSHIMA DIRECTOR 1.00 X 0 0 0 NAKIA SPENCER DIRECTOR 1.00 X 0 0 0 DALE STREITENBERGER DIRECTOR 1.00 X 0 0 0 LINDSEY VANG DIRECTOR 1.00 X 0 0 0 OLGA VAYNSHTOK DIRECTOR 1.00 1.00 X 0 0 0 DANIEL FLEISCHMAN PRESIDENT 40.00 X 0 84658 952 0 84658 952 0 0 0 0 PERFORMANCE FOOD SERVICE 9950 S REINHART DR OAK CREEK WI 53154 FOOD SERVICE PRODUCTS 129124 1 1407675 1407675 PROGRAM SERVICE FEES 624100 153563 153563 153563 92998 92998 915 0 915 915 915 5546 5546 5546 1660697 153563 0 99459 X 675570 675570 71117 71117 68 68 16270 16270 322 322 198022 198022 775 775 48107 48107 848 848 21685 21685 23584 23584 2347 2347 38834 38834 27149 27149 4973 4973 COST OF MEALS 168320 168320 PHASE II PROPERTY SUPPO 110292 110292 BAD DEBT EXPENSE 11215 11215 MEMBERSHIP DUES 2580 2580 9631 9631 1431709 1431709 0 0 501120 987 0 574954 99757 0 30799 150491 6936 10880 14656 14035 511869 166992 363932 344877 4151732 4126246 5168932 5222470 305240 343439 147263 143574 2646083 2434853 3098586 2921866 X 2044843 2273994 25503 26610 2070346 2300604 5168932 5222470 228988 1270 0 X 0 1 X 1 0 X X X 1 JEWISH FAMILY SERVICES INC 390806291 7 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 50000 50000 353434 92928 260506 108435 74064 34371 344877 INVESTMENT IN SUBSIDIARY 508000 RELATED-PARTY RECEIVABLE 3591636 BENEFICIAL INTEREST IN ASSETS HELD BY JEWISH COMMUNITY FOUNDATION 26610 4126246 RELATED-PARTY NOTES PAYABLE 2434853 2434853 FORM 990, PART VI, SECTION A, LINE 6 HOUSING SHALL HAVE ONE CLASS OF MEMBERS, AND THE SOLE MEMBER OF HOUSING SHALL BE JEWISH FAMILY SERVICES, INC. FORM 990, PART VI, SECTION A, LINE 7A THE SOLE MEMBER HAS THE RIGHT TO ELECT ALL BOARD MEMBERS. FORM 990, PART VI, SECTION A, LINE 7B THE SOLE MEMBER HAS THE RIGHT TO ADOPT, AMEND, ALTER OR REPEAL THE HOUSING'S ORGANIZATIONAL DOCUMENTS, INCLUDING ITS ARTICLES OF INCORPORATION AND THESE BY-LAWS. FORM 990, PART VI, SECTION A, LINE 8B COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY: DUE TO THE SIZE OF THE BOARD THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE BOARD OF DIRECTORS THAT MEET SEPARATELY. A BOARD DEVELOPMENT AND FINANCE COMMITTEE WAS FORMED DURING THE 2013 YEAR BUT DOES NOT ACT ON BEHALF OF THE GOVERNING BODY. AN EXECUTIVE COMMITTEE WAS FORMED DURING THE 2014 YEAR BUT DOES NOT ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B REVIEW OF FORM 990 BY THE ORGANIZATION'S GOVERNING BODY: THE PRESIDENT OF THE BOARD OF DIRECTORS REVIEWS THE FORM 990 BEFORE FILING. THE FORM IS MADE AVAILABLE TO EACH BOARD MEMBER AFTER IT HAS BEEN FILED. FORM 990, PART VI, SECTION B, LINE 12C MONITORING AND ENFORCING COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY: ANNUALLY, EACH OFFICER, BOARD MEMBER, KEY EMPLOYEE, AND KEY MANAGER IS REQUIRED TO COMPLETE AN "ANNUAL CONFLICT OF INTEREST STATEMENT" THAT ACKNOWLEDGES THAT HE/SHE HAS READ, UNDERSTOOD AND AGREED TO COMPLY WITH THE AGENCY'S CONFLICT OF INTEREST POLICY, AFFIRMS THAT NEITHER THE PERSON NOR AN IMMEDIATE FAMILY MEMBER HAS PARTICIPATED IN ANY CONFLICT OF INTEREST ACTIVITY, AND AGREES TO NOTIFY THE BOARD OF ANY CONFLICT SITUATIONS THAT MAY ARISE. EACH OF THE ABOVE PERSONS MUST ALSO ANNUALLY COMPLETE A "FAMILY AND BUSINESS RELATIONSHIP QUESTIONNAIRE". THE BOARD PRESIDENT IS RESPONSIBLE FOR ENSURING THAT ALL AFFECTED PARTIES COMPLETE THE STATEMENT AND QUESTIONNAIRE. THESE FORMS ARE REVIEWED BY THE BOARD PRESIDENT WHO IS RESPONSIBLE FOR ONGOING MONITORING OF AND REPORTING TO THE BOARD OF DIRECTORS ON COMPLIANCE ISSUES. DETERMINATIONS REGARDING A TRANSACTION INVOLVING A POTENTIAL OR ACTUAL CONFLICT OF INTEREST ARE MADE BY THE BOARD. PERSONS WITH POTENTIAL CONFLICT MUST LEAVE THE MEETING DURING THE DISCUSSION AND NOT VOTE ON THE TRANSACTION INVOLVING THE POSSIBLE CONFLICT OF INTEREST. PROVISIONS OF THE AGENCY'S CONFLICT OF INTEREST POLICY REQUIRE THAT ALL TRANSACTIONS IN EXCESS OF $1,000 INVOLVING A CONFLICT OF INTEREST REQUIRE THE PRIOR DISCLOSURE TO AND CONSENT OF THE BOARD OF DIRECTORS. TRANSACTIONS OF LESS THEN $1,000 THAT MAY OR DO INVOLVE A CONFLICT OF INTEREST MUST BE REPORTED TO THE BOARD OF DIRECTORS WITHIN SIX MONTHS AFTER THE TRANSACTION AS INFORMATION ONLY. TRANSACTIONS REQUIRING A DETERMINATION BY AND APPROVAL OF THE BOARD ARE BROUGHT BEFORE THE BOARD AS NEEDED WHILE TRANSACTIONS OF LESS THAN $1,000 ARE REPORTED SEMI-ANNUALLY TO THE BOARD OF DIRECTORS AT THEIR MEETINGS IN FEBRUARY AND AUGUST. ALL OTHER STAFF AND CONSULTANTS ARE PROHIBITED FROM ENGAGING IN ANY TRANSACTION INVOLVING A CONFLICT OF INTEREST WITHOUT THE CONSENT OF THE BOARD OF DIRECTORS. AS SUCH, THEY ARE SUBJECT TO THE RULES DESCRIBED ABOVE REGARDING DISCLOSURE ALONG WITH PRIOR APPROVAL AND/OR REPORTING OF TRANSACTIONS INVOLVING A CONFLICT OF INTEREST. IF A CONFLICT EXISTS AND THE CONFLICT WARRANTS THE REMOVAL OF THE DIRECTOR OR OFFICER FROM THEIR POSITION, THE BYLAWS AFFORD THE BOARD OF DIRECTORS WITH THE AUTHORITY TO DO SO. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 9,129. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,129. PAYROLL FEES: PROGRAM SERVICE EXPENSES 188,893. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 188,893. 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