2025-01-28T17:31:12-06:00 2024-06-30 390974031 WEGNER CPAS LLP 2921 LANDMARK PL STE 300 MADISON WI 537134236 990 2023-07-01 390806291 JEWISH FAMILY SERVICES INC JEWI 4143905800 1300 N JACKSON STREET MILWAUKEE WI 53202 JOHN A YOPPS PRESIDENT/CEO 4143905800 2025-01-27 1 1 JENNY TARKOWSKI CPA P00634290 6082744020 2025-01-24 2023 2025-03-06 01:10:19Z JOHN A YOPPS 1300 N JACKSON STREET MILWAUKEE WI 53202 7473154 0 X JFSMILW.ORG X 1889 WI SEE SCHEDULE O. 16 16 123 75 0 0 6080179 5908400 806897 1171172 0 363603 54878 23876 6941954 7467051 115944 74957 0 0 6417656 5198596 0 0 322718 1033727 1041334 7567327 6314887 -625373 1152164 15516795 16539864 2116558 1656585 13400237 14883279 X PROVIDE SUPPORTIVE SERVICES THAT WILL STRENGTHEN FAMILIES, CHILDREN AND INDIVIDUALS THROUGHOUT THE LIFE CYCLE WITHIN THE CONTEXT OF THEIR UNIQUE NEEDS AND TRADITIONS. 0 0 3398177 71587 609167 NON-CLINICAL SERVICES - THE AGENCY HAS DEVELOPED A RANGE OF SERVICES TO SUPPORT OLDER ADULTS INCLUDING CARE MANAGEMENT, MEDICAL MANAGEMENT, SOCIAL SERVICES, EDUCATIONAL ACTIVITIES, AND LATE LIFE COUNSELING FOR OLDER ADULTS WHO HAVE EXPERIENCED MENTAL HEALTH ISSUES. THE AGENCY ALSO HAS A COMPREHENSIVE ARRAY OF SERVICES FOR OUR CLIENTS WITH DISABILITIES INCLUDING ASSESSMENT AND CASE MANAGEMENT, SUPPORT FOR FAMILIES, REPRESENTATIVE PAYEE AND CONSERVATORSHIP, GUARDIANSHIP AND ADVOCACY, SOCIALIZATION ACTIVITIES AND CONNECTION TO COMMUNITY RESOURCES, AND INDEPENDENT COMMUNITY-BASED HOUSING. 872 OLDER ADULTS RECEIVED SERVICES THROUGH THE AGENCY'S CASE MANAGEMENT ADULT PROGRAM THIS YEAR. 319 NON-ENGLISH SPEAKING REFUGEES FROM THE FORMER SOVIET UNION RECEIVED CASE MANAGEMENT SERVICES THIS YEAR. 52 ADULTS WITH DISABILITIES RECEIVED SERVICES THROUGH THE AGENCY'S DISABILITIES CASE MANAGEMENT PROGRAM THIS YEAR. 1500468 3370 562005 FAMILY COUNSELING - SERVING 882 INDIVIDUALS THIS YEAR, OUR CLINICAL AND COUNSELING PROGRAM PROVIDED A WIDE RANGE OF SERVICES FOR INDIVIDUALS AND FAMILIES. SERVICES WERE DESIGNED FOR BOTH THE PERSON IN NEED OF MENTAL HEALTH SUPPORT, AND FOR FAMILY MEMBERS COPING WITH A FAMILY MEMBER THAT HAS A MENTAL ILLNESS. 4898645 1 1 0 0 0 0 0 0 1 1 1 0 0 1 0 0 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 20 0 123 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 WI X JOHN A YOPPS 4143905800 1300 N JACKSON STREET MILWAUKEE WI 53202 JOHN A YOPPS PRESIDENT/CEO 40.00 X 181916 0 1825 JOSEPH SYKORA CFO 40.00 X 111861 0 1114 ADAM WITKOV CHAIR 2.00 X X 0 0 0 NOAH FENCEROY VICE-CHAIR 1.00 X X 0 0 0 HERB ZIEN CHAIR-ELECT 1.00 X X 0 0 0 RANDY NELSON TREASURER 1.00 X X 0 0 0 SCOTT LUBER ASSISTANT TREASURER 1.00 1.00 X X 0 0 0 MARJORIE RUCKER SECRETARY 1.00 X X 0 0 0 OLGA VAYNSHTOK IMMEDIATE PAST CHAIR 1.00 1.00 X 0 0 0 PAUL BERNSTEIN MD DIRECTOR 1.00 X 0 0 0 SHARON CANTER DIRECTOR 1.00 X 0 0 0 HANNAH DUGAN DIRECTOR 1.00 X 0 0 0 ADAM FINKEL DIRECTOR 1.00 X 0 0 0 MARLENE LAUWASSER DIRECTOR 1.00 X 0 0 0 JASON LEVIN DIRECTOR 1.00 X 0 0 0 CASEY RENN DIRECTOR 1.00 X 0 0 0 JILL GOLDSTEIN DIRECTOR 1.00 X 0 0 0 JASON STEIGMAN DIRECTOR 1.00 X 0 0 0 293777 0 2939 2 0 1 0 JLA ARCHITECTS 800 W BROADWAY MONONA WI 53713 ARCHITECT 108000 1 739295 68096 2231324 2869685 5908400 FAMILY COUNSELING 624100 562005 562005 NON-CLINICAL SERVICES 624100 455713 455713 PROGRAM-RELATED INTERE 531390 153454 153454 1171172 125033 125033 238570 0 238570 238570 238570 0 68096 6103 -6103 -6103 29979 29979 29979 7467051 1171172 0 387479 74957 74957 299320 299320 4129732 3589102 334525 206105 28254 24215 3189 850 378605 322515 44764 11326 362685 298969 47914 15802 12351 12351 42670 42670 83036 83036 128010 41239 49648 37123 34031 7668 19461 6902 137623 103808 16873 16942 18571 13937 3252 1382 73601 61872 8974 2755 41434 41123 82 229 34551 11027 12355 11169 54388 41205 11292 1891 141012 101090 38855 1067 40855 32102 7536 1217 MAINTENANCE 101939 87038 10933 3968 MEMBERSHIP DUES 25370 4227 19553 1590 BAD DEBT EXPENSE 15158 9609 5088 461 PUBLICATIONS 5225 291 4563 371 51509 32651 17290 1568 6314887 4898645 1093524 322718 835957 21229 54283 1860725 793124 730686 305670 183641 78818 103944 4848421 3581833 1898378 1266588 11550565 12373051 15516795 16539864 467890 429083 23694 6736 1624974 1220766 2116558 1656585 X 6531015 7249508 6869222 7633771 13400237 14883279 15516795 16539864 1152164 330878 0 X 0 1 X 1 1 1 X 4286403 5934402 5640076 6080179 5908400 27849460 4286403 5934402 5640076 6080179 5908400 27849460 9747784 18101676 173233 148618 125033 446884 28296344 5563353 0.63970 0.59560 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 2083510 8140 69631 17021 2144260 1901752 101830 162645 82717 2083510 1692364 400018 -157229 33401 1901752 1418216 250 310419 36521 1692364 1435477 420 10744 28425 1418216 0.18211 0.81789 0.00000 1 0 373982 373982 2994571 2225057 769514 1479868 1356776 123092 1266588 RELATED-PARTY RECEIVABLE 5360771 BENEFICIAL INTEREST IN ASSETS HELD BY JEWISH COMMUNITY FOUNDATION 7012280 12373051 PART IV, LINE 2B: CERTAIN INDIVIDUALS HAVE DEPOSITED FUNDS IN TRUST ACCOUNTS MAINTAINED FOR THEIR BENEFIT. THESE FUNDS ARE HELD BY THE AGENCY IN ACCOUNTS SEPARATE FROM THE MAIN OPERATING ACCOUNT. THE FUNDS ARE USED TO PAY PERSONAL EXPENSES OF THE INDIVIDUALS. IF AN INDIVIDUAL ELECTS TO NO LONGER HAVE THE AGENCY HOLD THEIR FUNDS, THE BALANCE REMAINING IN THE ACCOUNT IS RETURNED. PART V, LINE 4: THE AGENCY'S ENDOWMENT CONSISTS OF TWELVE FUNDS ESTABLISHED TO SUPPORT PROGRAMS AND THE AGENCY'S MISSION. ANNUAL GALA 68096 68096 6103 68096 68096 6103 6103 -6103 1 CASH & OTHER ASSISTANCE TO INDIGENTS 102 74957 PART I, LINE 2: THE ORGANIZATION MAINTAINS COPIES OF ALL DOCUMENTATION REGARDING DISBURSEMENT OF MONIES TO ANYONE. THE RECIPIENT'S ELIGIBILITY SUBSTANTIATION IS KEPT WITH THE DISBURSEMENT DOCUMENTATION AND IS RETAINED BASED ON THE AGENCY'S RECORD RETENTION POLICY. DURING MONTHLY CLOSE, STAFF MONITOR THE AMOUNT OF FUNDS THAT ARE BEING EXPENDED AND REQUEST MORE FUNDS AS NECESSARY. QUARTERLY REPORTS ARE ALSO DUE TO THE FUNDING SOURCE STATING THE AMOUNT OF FUNDS EXPENDED AND HOW MANY INDIVIDUALS RECEIVED ASSISTANCE. X 0 0 0 0 0 0 0 0 0 JOHN A YOPPS PRESIDENT/CEO 178426 0 2500 0 990 0 1825 0 0 0 183741 0 0 0 FORM 990, PART 1, LINE 1 TO PROVIDE SOCIAL SERVICES TO THE JEWISH AND GREATER COMMUNITY; TO CONTRIBUTE TO THE WELL BEING OF THE GENERAL PUBLIC; TO ADMINISTER SERVICES TO STRENGTHEN FAMILY LIFE; TO PROMOTE HEALTHY PERSONALITY DEVELOPMENT AND SATISFACTORY SOCIAL FUNCTIONING OF INDIVIDUALS AND FAMILIES; AND TO IMPLEMENT SUCH PURPOSES BY PROVIDING COUNSELING SERVICES, SOCIAL SERVICES AND EDUCATIONAL PROGRAMS TO INDIVIDUALS FAMILIES AND GROUPS, AND BY ADVOCATING THE IMPROVEMENT OF SOCIAL CONDITIONS AND THE ESTABLISHMENT OF QUALITY SOCIAL WELFARE AND TREATMENT SERVICES. FORM 990, PART VI, SECTION B, LINE 11B A FINAL REVIEW OF THE FORM 990 IS PERFORMED BY THE AGENCY'S CHIEF FINANCIAL OFFICER PRIOR TO FILING. THE REVIEWED COPY IS SUBMITTED TO THE PRESIDENT/CEO AND ALL MEMBERS OF THE FINANCE COMMITTEE FOR REVIEW PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. THE CHIEF FINANCIAL OFFICER PRESENTS A DRAFT OF THE FORM 990 AS WELL AS INFORMATION ON ANY SIGNIFICANT CHANGES AND OTHER PERTINENT ISSUES. ANY CHANGES REQUESTED BY THE COMMITTEE ARE DOCUMENTED AND INCORPORATED INTO THE FINAL RETURN. THE PRESIDENT/CEO OFFERS A COPY OF THE FINAL VERSION OF THE FORM 990 TO EACH BOARD MEMBER ONCE ITS BEEN FILED. FORM 990, PART VI, SECTION B, LINE 12C 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. THE BOARD CHAIR IS RESPONSIBLE FOR ENSURING THAT ALL AFFECTED PARTIES COMPLETE THE REQUIRED FORMS. THESE FORMS ARE REVIEWED BY THE BOARD CHAIR, PRESIDENT/CEO AND CHIEF FINANCIAL OFFICER WHO ARE JOINTLY 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 EITHER THE BOARD OR THE EXECUTIVE COMMITTEE OF THE BOARD. PERSONS WITH THE 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, OR ITS EXECUTIVE COMMITTEE, AS NEEDED. TRANSACTIONS OF LESS THAN $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 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 EXECUTIVE COMMITTEE WITH THE AUTHORITY TO DO SO. FORM 990, PART VI, SECTION B, LINE 15 UNDER THE BYLAWS OF THE ORGANIZATION, THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS IS RESPONSIBLE FOR ESTABLISHING THE COMPENSATION PACKAGE OF THE AGENCY'S PRESIDENT/CEO WHO IS THE AGENCY'S TOP MANAGEMENT OFFICIAL. THE COMPENSATION OF THE AGENCY'S CHIEF FINANCIAL OFFICER IS ESTABLISHED BY THE AGENCY'S PRESIDENT/CEO AS PART OF THE ANNUAL BUDGET PROCESS OR AT THE TIME OF HIRING AFTER REVIEW OF RELEVANT LOCAL MARKET DATA IS OBTAINED BY THE AGENCY'S HUMAN RESOURCE DIRECTOR. 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. JFS HOUSING INC 1300 NORTH JACKSON STREET MILWAUKEE WI 53202 261786285 TO SUPPORT JEWISH FAMILY SERVICES, INC. WI 501(C)(3) LINE 12A, I JEWISH FAMILY SERVICES INC 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 1 0 0 JFS HOUSING INC Q 5360771 BOOK VALUE