2025-11-12T09:35:25-06:00 2025-06-30 331498605 PLANTE & MORAN PLLC 8181 E TUFTS AVE SUITE 600 DENVER CO 80237 990 2024-07-01 840402701 JEWISH FAMILY SERVICE OF COLORADO INC JEWI 3035975000 3201 S TAMARAC DR DENVER CO 80231 LINDA P FOSTER PRESIDENT & CEO 3035975000 2025-11-10 1 1 DORI J EGGETT P00645252 3037409400 2025-11-10 2024 2025-03-06 01:10:19Z LINDA P FOSTER 3201 S TAMARAC DR DENVER CO 80231 23634274 0 X WWW.JEWISHFAMILYSERVICE.ORG X 1923 CO IMPROVE THE LIVES OF INDIVIDUALS & FAMILIES IN NEED BY DELIVERING COMPREHENSIVE SUPPORT SERVICES. 25 25 246 691 0 0 19342850 18748540 2414989 2571855 890772 635921 -304322 -163830 22344289 21792486 5528476 7022225 0 0 13190528 14218650 0 0 1600251 2758725 2891012 21477729 24131887 866560 -2339401 19412648 17374294 2005724 1839453 17406924 15534841 X IMPROVING THE LIVES OF INDIVIDUALS AND FAMILIES IN NEED THROUGHOUT COLORADO BY TAKING AN INTEGRATED APPROACH TO DELIVERING COMPREHENSIVE SUPPORT SERVICES. 0 0 4198765 2710875 0 COMMUNITY RESOURCES FOR STABILITY (CRS) OFFERS ROBUST AND COMPREHENSIVE ASSISTANCE TO INDIVIDUALS AND FAMILIES IN CRISIS WHILE PROMOTING LONG-TERM SELF-SUFFICIENCY AND PREVENTING HOMELESSNESS. BY PROVIDING SUPPORTIVE SERVICES SUCH AS FINANCIAL ASSISTANCE, CASE MANAGEMENT, HOUSING STABILITY, AND FOOD SECURITY. 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. 563 INDIVIDUALS WERE SERVED IN FY25. IN ADDITION, JFS INCREASES ACCESS TO FRESH, HEALTHY, AND NUTRITIOUS FOODS AND MEALS AT THE WEINBERG FOOD PANTRY SERVING 3,639 HOUSEHOLDS.THE JFS MOBILE FOOD & HYGIENE PANTRY WHICH 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 5,323 HOUSEHOLDS. 3943082 2631754 77428 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 657 OLDER ADULTS LIVE SAFELY AND INDEPENDENTLY IN THE SETTING OF THEIR CHOICE BY PROVIDING 19,527 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 155 HOLOCAUST SURVIVORS IN NEED OF CARE AND SUPPORT THAT ALLOW 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 23,802 MEALS IN FY25. 3507733 82937 1714630 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 1,427 INDIVIDUALS, COUPLES, AND FAMILIES THROUGH 23,009 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 1079 STUDENTS AT 21 DENVER SCHOOLS. 1039918 9324 131432 DISABILITY SERVICES SUPPORTS 97 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 24 BUDDIES TO PARTICIPATE IN. 2148245 5914 99405 EMPLOYMENT SERVICES PROVIDES WORKFORCE DEVELOPMENT SERVICES THROUGH INDIVIDUALIZED CASE MANAGEMENT AND A FULL CONTINUUM OF SERVICES FOCUSED ON SELF-SUFFICIENCY AND A TWO-GENERATION APPROACH TO REMEDIATING SYSTEMIC AND GENERATIONAL POVERTY. WORK IS IN-PERSON AND VIRTUAL TO SERVE COLORADANS WHO FACE SYSTEMIC OR PERCEIVED BARRIERS TO WORK GAIN EMPLOYMENT STABILITY AND ECONOMIC MOBILITY EARNING A LIVING WAGE. IN FY25, JFS PROVIDED EMPLOYMENT SERVICES TO 2,226 JOBSEEKERS, INCLUDING JOB APPLICATION AND RSUM ASSISTANCE, WORKSHOPS, VOCATIONAL TRAINING, 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). 1591339 958015 AS A PERMANENT RECEPTION & PLACEMENT (R&P) AGENCY WORKING IN PARTNERSHIP WITH HIAS, THE GLOBAL JEWISH ORGANIZATION FOR REFUGEES, JFS RESETTLED 201 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. 253964 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 FY25, 691 VOLUNTEERED OVER 22,100 HOURS OF TIME TO SUPPORT JFS PROGRAMS AND SERVICES. 1192604 515616 135855 JFS BOULDER HELPED 510 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 CONTINUED TO OVERSEE THE BOULDER COUNTY CRISIS COUNSELING PROGRAM PROVIDING MENTAL HEALTH SERVICES TO THOSE IMPACTED BY THE MARSHALL FIRE UNTIL DECEMBER 30, 2024, AND RESTARTED THE PROGRAM TO PROVIDE MENTAL HEALTH SERVICES TO THOSE AFFECTED BY THE FIREBOMB ATTACK ON JUNE 1, 2025. 235890 105415 9600 JFS'S COMMUNITY CHAPLAIN PROVIDES SPIRITUAL COMFORT TO 364 JEWISH INDIVIDUALS AND FAMILIES THROUGH 496 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. 989344 2374 403505 JFS ALTIUS FARMS GROWS MORE THAN 28,000 POUNDS OF FRESH PRODUCE IN OUR 7,300-SQUARE-FOOT ROOFTOP GREENHOUSE, WHICH HOUSES 355 TOWER GARDENS AND PRODUCED 1,645 POUNDS OF GOURMET MUSHROOMS IN TWO FARM BOXES. THE FARM PROVIDES LOCALLY AND SUSTAINABLY GROWN CHEMICAL PESTICIDE-FREE PRODUCE FOR RESTAURANTS, LOCAL GROCERS, THE COMMUNITY, AND CLIENTS AT THE JFS WEINBERG FOOD PANTRY. AS A NONPROFIT SOCIAL ENTERPRISE, JFS ALTIUS FARMS TRAINS AND EMPLOYS JFS CLIENTS AND VETERANS INTERESTED IN AEROPONIC AND TRADITIONAL FARMING. 7451304 1596658 779797 19100884 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 1 311 0 1 246 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 25 25 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 LEANNA HARRIS CHAIR 1.00 0.00 X X 0 0 0 GILAD GORDON SECRETARY 1.00 0.00 X X 0 0 0 AARON HYATT TREASURER 1.00 0.00 X X 0 0 0 JONATHAN ALPERT TRUSTEE 1.00 0.00 X 0 0 0 MICHAEL ASARCH TRUSTEE 1.00 0.00 X 0 0 0 ELISE BARISH 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 STACEY AVIVA FLINT TRUSTEE 1.00 0.00 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 CHARLIE GWIRTSMAN TRUSTEE 1.00 0.00 X 0 0 0 KARYN HUBERMAN TRUSTEE 1.00 0.00 X 0 0 0 JOHN KEITH TRUSTEE 1.00 0.00 X 0 0 0 RABBI RACHEL KOBRIN TRUSTEE 1.00 0.00 X 0 0 0 JOSE MADRID 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 CARL ROSSOW TRUSTEE 1.00 0.00 X 0 0 0 RON SHERMAN TRUSTEE 1.00 0.00 X 0 0 0 FRAN SIMON TRUSTEE 1.00 0.00 X 0 0 0 VIC SULZER TRUSTEE 1.00 0.00 X 0 0 0 DEJON THOMPSON TRUSTEE 1.00 0.00 X 0 0 0 HEIDI WALD TRUSTEE 1.00 0.00 X 0 0 0 SAM ZAITZ TRUSTEE 1.00 0.00 X 0 0 0 LINDA P FOSTER PRESIDENT AND CEO 38.00 0.00 X 368488 0 13098 JESSICA ZEIDMAN CHIEF ADVANCEMENT OFFICER 38.00 0.00 X 201426 0 17301 SALLY HERBERT BEGIN 51625 CHIEF OPERATING OFFICER 38.00 0.00 X 119878 0 8894 JEAN MARSHALL END 82124 CHIEF HUMAN RESOURCE OFFICER 38.00 0.00 X 116946 0 4862 ANGELA PEREA END 72624 CHIEF FINANCIAL OFFICER 38.00 0.00 X 99706 0 6308 ELIZABETH SCHMIDT BEG 82224 CHIEF HUMAN RESOURCES OFFICER 38.00 0.00 X 51890 0 5306 SHYANNE CHING BEGIN 3125 CHIEF FINANCIAL OFFICER 38.00 0.00 X 5600 0 0 TODD MERENDINO DIRECTOR OF MENTAL HEALTH SERVICES 38.00 0.00 X 113842 0 9625 JENNIFER HERREN DIRECTOR OF MARKETING 38.00 0.00 X 110559 0 11941 LEAH WING DIRECTOR OF EMPLOYMENT SERVICES 38.00 0.00 X 107344 0 12618 ROXANE MILLER-FREUTEL DIRECTOR OF DISABILITY SERVICES 38.00 0.00 X 103421 0 15326 1399100 0 105279 8 0 1 0 GREATER TALENT NETWORK LLC 888 7TH AVE SUITE 922 NEW YORK NY 10106 SPECIAL EVENT SPEAKER FEES 186413 ZIM CONSULTING INC 1385 S COLORADO BOULEVARD SUITE A DENVER CO 80222 GRANT CONSULTING 136500 HYATT REGENCY DENVER CONVENTION CENTER 650 15TH STREET DENVER CO 80202 SPECIAL EVENT FACILITY FEES 134359 PLANTE & MORAN PLLC 3000 TOWN CENTER STE 400 SOUTHFIELD MI 48072 AUDIT/TAX SERVICES 109789 4 1564692 7448038 9735810 916553 18748540 CLINICAL SERVICES 621300 2040126 2040126 ALTIUS SALES 812900 403505 403505 DISABILITY SERVICES 812900 128224 128224 2571855 427973 427973 1695544 12000 1499596 0 195948 12000 207948 207948 131000 1564692 342192 -211192 -211192 MISCELLANEOUS 900099 47362 47362 47362 21792486 2571855 0 472091 10000 10000 7012225 7012225 978583 71633 761074 145876 10922097 8607365 1546726 768006 232062 190238 18011 23813 1145659 892500 185624 67535 940249 678805 193192 68252 116433 5500 110933 66729 66729 417241 144332 111085 161824 176150 17951 36727 121472 182790 102220 58935 21635 248292 179922 14469 53901 607267 528942 47895 30430 94411 78646 14427 1338 41853 4268 28378 9207 2905 2905 317249 261553 36835 18861 129922 39354 90568 COST OF SALES 193113 193113 SPECIAL EVENT EXPENSES 78576 1966 131 76479 BANK & CREDIT CARD FEES 53071 6152 19755 27164 PAYROLL FEES 49344 49344 115666 74199 37009 4458 24131887 19100884 3430752 1600251 685507 175552 3972489 2563609 297466 285559 6144 11298 343102 234400 6455190 3057902 2663082 3397288 8846320 7962500 2598538 2744088 19412648 17374294 1628776 1426416 376948 413037 2005724 1839453 X 7807804 6548507 9599120 8986334 17406924 15534841 19412648 17374294 -2339401 467318 0 X 0 1 X 1 1 1 X 12448008 17199009 18058749 19342850 18748540 85797156 12448008 17199009 18058749 19342850 18748540 85797156 2966446 82830710 216434 177970 491240 414917 427973 1728534 9443 11644 2111 35071 178362 236631 87762321 10988984 0.94380 0.93300 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. 2024 AMOUNT: $ 47,362. FUNDRAISING GROSS RECEIPTS - 2024 AMOUNT: $ 131,000. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4856084 10000 488877 248447 5106514 5808636 352272 886991 417833 4856084 4348391 1357236 479847 376838 5808636 5332149 1726 -718297 267187 4348391 4103209 250000 1131268 152328 5332149 0.00000 1.00000 0.00000 1 0 540000 540000 1647460 878755 768705 2329930 1315478 1014452 945889 625711 320178 991911 237958 753953 3397288 BENEFICIAL INTEREST IN ASSETS HELD BY FOUNDATIONS 2325297 RIGHT OF USE ASSETS 368244 FINANCE LEASE ASSETS 50547 2744088 LEASE LIABILITIES 413037 413037 22578453 467318 43186 342192 852696 21725757 66729 66729 21792486 24450536 43186 342192 385378 24065158 66729 66729 24131887 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 DISABILITY SERVICES PROGRAMS OF JFS. CHILDREN OF HOPE ENDOWMENT: THE INCOME FROM THIS ENDOWMENT IS TO BE USED FOR CHILDREN'S PROGRAMS AND SERVICES. 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 COMMUNITY RESOURCES FOR STABILITY 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 AGING CARE & CONNECTIONS PROGRAMS PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 342,192. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 342,192. EXECUTIVE LUNCH 1215498 1111998 103500 1379 1020 113175 104914 51472 WINTER EVENT 480194 452694 27500 738 17922 41118 3500 6954 1695692 1564692 131000 2117 18942 154293 108414 58426 342192 -211192 1 KAVOD SHEF 820 SOUTH MONACO PARKWAY 234 DENVER CO 80224 475495289 501(C)(3) 10000 0 N/A N/A ACC HOLOCAUST PROGRAM SUPPORT 1 0 RENT, UTILITY, TRANSPORTATION, MEDICAL ASSISTANCE, MISC. 25236 6204430 N/A N/A FOOD ASSISTANCE & SUPPLIES 4700 807795 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 SERVICE 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 302131 0 41265 0 25092 0 11826 0 1272 0 381586 0 0 0 JESSICA ZEIDMAN CHIEF ADVANCEMENT OFFICER 176326 0 25100 0 0 0 7272 0 10029 0 218727 0 0 0 PART I, LINE 7 BONUSES ARE APPROVED BY THE BOARD AND PAID BASED ON THE COMPLETION OF CERTAIN PERFORMANCE CRITERIA. X 870 FMV X 15 113416 MARKET VALUE X 440579 760216 COST X PROGRAM SUPPLIES 95 42050 FMV X TOILETRIES 4 1 FMV 0 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 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 416412 2393483 JEWISH FAMILY SERVICE OF COLORADO INC JFS ALTIUS FARMS LLC 3201 S TAMARAC DR SUITE 200 DENVER CO 80231 SOCIAL ENTERPRISE/HYDROPONIC FARMING CO 677568 1160780 JEWISH FAMILY SERVICE OF COLORADO INC