2026-05-12T13:57:49-05:00 2025-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 333 BUSH STREET STE 1000 SAN FRANCISCO CA 94104 990 2024-07-01 941156528 JEWISH FAMILY AND CHILDREN'S SERVICES JEWI 4154491200 PO BOX 159004 SAN FRANCISCO CA 94115 JONATHAN ZIMMAN CHIEF FINANCIAL OFFICER 4154491200 2026-05-12 1 1 MICHAEL LUMSDEN P01262236 4159561500 2026-05-12 2024 2025-03-06 01:10:19Z DR ANITA FRIEDMAN PO BOX 159004 SAN FRANCISCO CA 94115 91098331 0 X WWW.JFCS.ORG X 1850 CA JEWISH FAMILY AND CHILDREN'S SERVICES (JFCS) HAS BEEN SERVING RESIDENTS OF SAN FRANCISCO, THE PENINSULA, MARIN, AND SONOMA COUNTIES SINCE IT WAS FOUNDED IN 1850. GUIDED BY THE JEWISH VALUES OF TZEDAKAH AND TIKUN OLAM, SOCIAL JUSTICE AND REPAIRING THE WORLD, JFCS IS ONE OF THE OLDEST AND LARGEST FAMILY SERVICES ORGANIZATIONS IN THE UNITED STATES, SERVING OVER 120,000 PEOPLE ANNUALLY. JFCS' MISSION IS TO PROVIDE PROFESSIONAL AND VOLUNTEER SERVICES FOR THE PURPOSES OF DEVELOPING, RESTORING, AND MAINTAINING THE COMPETENCY OF FAMILIES AND INDIVIDUALS OF ALL AGES WHILE EMPHASIZING INTER-GENERATIONAL TIES AND COMMUNITY RESPONSIBILITY. IN FURTHERANCE OF ITS MISSION, JFCS PROVIDES HIGH-QUALITY, RESEARCH-BASED SOCIAL SERVICES, THERAPEUTIC RESOURCES, RESIDENTIAL SERVICES, AND EDUCATIONAL PROGRAMS FOR PEOPLE OF ALL AGES, FAITHS, AND BACKGROUNDS. 28 27 934 1645 0 0 44733720 47606716 20039977 31980318 2022667 2883578 172862 -28245 66969226 82442367 8596027 2966510 0 0 39445703 49393822 0 0 3656443 14145413 22085455 62187143 74445787 4782083 7996580 236051915 254793066 31747636 35440137 204304279 219352929 X JEWISH FAMILY AND CHILDREN'S SERVICES EXISTS TO PROVIDE PROFESSIONAL AND VOLUNTEER SERVICES FOR THE PURPOSES OF DEVELOPING, RESTORING, AND MAINTAINING THE COMPETENCY OF FAMILIES AND INDIVIDUALS OF ALL AGES. TRADITIONALLY, JEWISH FAMILY AND CHILDREN'S AGENCIES CARRY A SPECIAL RESPONSIBILITY WITHIN THE JEWISH COMMUNITY FOR REACHING OUT TO CHILDREN, THE AGED, THE ALIENATED AND THE DEPENDENT, AND FOR THE RESETTLEMENT AND ACCULTURATION OF REFUGEES AND IMMIGRANTS. AS PART OF THE NETWORK OF JEWISH COMMUNITY SERVICES, THE AGENCY HELPS PROMOTE JEWISH CONTINUITY THROUGH THE PROVISION OF PREVENTIVE, EDUCATIONAL, THERAPEUTIC, AND SUPPORTIVE SERVICES, WITHIN THE CONTEXT OF HISTORIC JEWISH VALUES, EMPHASIZING INTER-GENERATIONAL TIES AND COMMUNITY RESPONSIBILITY. 0 0 26884830 612171 9158052 OLDER ADULTS: JFCS HELPS OLDER ADULTS TO LIVE INDEPENDENTLY THROUGH ITS AWARD-WINNING SENIORS AT HOME PROGRAM, WHICH INCLUDES HOME CARE SERVICES, DEMENTIA CARE, PALLIATIVE AND END-OF-LIFE CARE, CARE MANAGEMENT, HEALTHCARE ADVOCACY, SUPPORT FOR HOLOCAUST SURVIVORS, COUNSELING, ADULT DAY HEALTH CARE, MEAL DELIVERY, FIDUCIARY SERVICES, AND OTHER PRACTICAL AND SPIRITUAL SUPPORT SERVICES. 19317479 0 17907816 ASSISTED LIVING: THROUGH ITS RHODA GOLDMAN PLAZA (RGP) ASSISTED LIVING AND MEMORY CARE COMMUNITY, JFCS PROVIDES HOUSING WITH SUPPORTIVE SERVICES FOR THE ELDERLY IN AN ENVIRONMENT THAT PROMOTES THEIR INDEPENDENCE AT AN AFFORDABLE COST. RESIDENTS RECEIVE QUALITY CARE TAILORED TO THEIR INDIVIDUAL NEEDS AND ENRICHED BY JEWISH TRADITION IN AN ATMOSPHERE DEDICATED TO PROMOTING HEALTH AND WELL-BEING IN MIND, BODY, AND SPIRIT. 8362866 138061 2747844 CHILDREN AND YOUTH SERVICES: THROUGH THE CENTER FOR CHILDREN AND YOUTH, JFCS IMPROVES THE LIVES OF CHILDREN AND FAMILIES BY PROVIDING A RANGE OF CLINICAL MENTAL HEALTH SERVICES FOR CHILDREN AND TEENS, PARENT COACHING AND EDUCATION PROGRAMS, TRAINING FOR CHILD DEVELOPMENT PROFESSIONALS, AND PUBLIC POLICY ADVOCACY. JFCS ALSO HELPS FAMILIES THROUGH ITS ADOPTION AGENCY, HOUSING AND ADVOCACY PROGRAMS, FINANCIAL ADVICE AND ASSISTANCE SERVICES, AND YOUTH EDUCATIONAL AND MENTORING PROGRAMS. 11658403 2216278 2166606 COMMUNITY SERVICES: JFCS PROVIDES COMMUNITY EDUCATION PROGRAMS, VOLUNTEER SUPPORT SERVICES, BEREAVEMENT AND HEALING PROGRAMS, SPIRITUAL SUPPORT SERVICES, HOLOCAUST EDUCATION PROGRAMS, INDIVIDUAL EMERGENCY ASSISTANCE, AND OTHER PRACTICAL AND EMOTIONAL SUPPORT SERVICES TO THE COMMUNITY AT LARGE.ADULT SERVICES: JFCS OFFERS SERVICES TO ADULTS THROUGH ITS FINANCIAL ASSISTANCE AND SMALL BUSINESS LOAN PROGRAM, COUNSELING SERVICES, DISABILITY SERVICES PROGRAM, DOMESTIC VIOLENCE PREVENTION PROGRAM, INDEPENDENT LIVING PROGRAM, CITIZENSHIP LEGAL SERVICES, AND OTHER PRACTICAL AND EMOTIONAL SUPPORT SERVICES. 11658403 2216278 2166606 66223578 1 1 0 0 0 1 0 0 0 1 1 1 0 0 1 1 1 0 0 0 1 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 1 1 0 0 0 1 234 0 1 934 1 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 X 28 27 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X JONATHAN ZIMMAN 4154491200 2150 POST STREET SAN FRANCISCO CA 94115 DAVID KREMER PRESIDENT 2.00 0.00 X X 0 0 0 KERRI LEHMANN VICE PRESIDENT 2.00 0.00 X X 0 0 0 LYDIA SHORENSTEIN VICE PRESIDENT 2.00 0.00 X X 0 0 0 JACQUELINE NEUWIRTH SWIRE VICE PRESIDENT 2.00 0.00 X X 0 0 0 ALEX VARUM VICE PRESIDENT 2.00 0.00 X X 0 0 0 DAVID KIACHKO TREASURER 2.00 0.00 X X 0 0 0 STEVEN FEINBERG VICE TREASURER 2.00 0.00 X X 0 0 0 ALEX INGERSOLL SECRETARY 2.00 0.00 X X 0 0 0 VALLI BENESCH DIRECTOR 2.00 0.00 X 0 0 0 DAVID DOSSETTER DIRECTOR 2.00 0.00 X 0 0 0 KATHY FIELDS MD DIRECTOR 2.00 0.00 X 0 0 0 ILYSA GOLDBLATT PSYD DIRECTOR 2.00 0.00 X 0 0 0 SCOTT HABER DIRECTOR 2.00 0.00 X 0 0 0 JEFF HYMAN DIRECTOR 2.00 0.00 X 0 0 0 ROBERT KAUFMAN DIRECTOR 2.00 0.00 X 0 0 0 KIRA MAKAGON DIRECTOR 2.00 0.00 X 0 0 0 CATHY MANSHEL DIRECTOR 2.00 0.00 X 0 0 0 LISA STONE PRITZKER DIRECTOR 2.00 0.00 X 0 0 0 GARRY RAYANT DDS DIRECTOR 2.00 0.00 X 0 0 0 MICHAEL ROLNICK DIRECTOR 2.00 0.00 X 0 0 0 ELIZABETH ROSS DIRECTOR 2.00 0.00 X 0 0 0 DEBRA SCHOENBERG DIRECTOR 2.00 0.00 X 0 0 0 LIDA SOOFER DIRECTOR 2.00 0.00 X 0 0 0 LUBA TROYANOVSKY DIRECTOR 2.00 0.00 X 0 0 0 JEFFREY WARTELL DIRECTOR 2.00 0.00 X 0 0 0 DOUG WINTHROP DIRECTOR 2.00 0.00 X 0 0 0 RON ZEFF DIRECTOR 2.00 0.00 X 0 0 0 BETSY ZEGER DIRECTOR 2.00 0.00 X 0 0 0 DR ANITA FRIEDMAN EXECUTIVE DIRECTOR 45.00 1.00 X 771652 0 48300 JONATHAN ZIMMAN CHIEF FINANCIAL OFFICER 45.00 0.00 X 273505 0 23437 NANCY MASTERS ASSOCIATE EXECUTIVE DIRECTOR 45.00 0.00 X 255749 0 20722 BARBARA FARBER DIRECTOR OF DEVEL / PERM ENDOWMENT 45.00 0.00 X 237958 0 19418 DAVID KOHN CHIEF INFORMATION OFFICER 45.00 0.00 X 241404 0 0 RUTH LAMM DIRECTOR SENIORS AT HOME 45.00 0.00 X 209921 0 17817 BRUCE FELDSTEIN DIRECTOR OF CHAPLAINCY SERVICE 45.00 0.00 X 201109 0 17610 SARITA PATEL CHILD PSYCHIATRIST 45.00 0.00 X 216975 0 0 CATHERINE FLANNERY NEUROLOGIST 45.00 0.00 X 193027 0 7721 2601300 0 155025 78 0 1 0 XANTRION PO BOX 459106 ALAMEDA CA 94501 IT SERVICES 915158 HOMEPLUS CAREGIVERS 809 LAUREL STREET SUITE 1172 SAN CARLOS CA 94070 HOMECARE SERVICES 757006 KARIN PAYSON 1714 STOCKTON STREET SUITE 100 SAN FRANCISCO CA 94133 ARCHITECTURAL SERVICES 529722 CLEANERIFIC LLC PO BOX 210296 SAN FRANCISCO CA 94121 JANITORIAL SERVICES 429080 INNA SHKOLNIK 236 WEST PORTAL AVENUE UNIT 774 SAN FRANCISCO CA 94127 TRANSPORTATION SERVICES 413550 9 10000 17910170 29686546 8318741 47606716 PROGRAM SERVICE FEES 624100 31974027 31974027 INTEREST INCOME - PROG LOANS 624100 6291 6291 31980318 2319288 2319288 583196 666449 -83253 -83253 -83253 8553805 7982002 7513 571803 -7513 564290 564290 MISCELLANEOUS INCOME 624100 55008 55008 55008 82442367 31980318 0 2855333 X 599990 599990 2366520 2366520 2015065 269175 1433641 312249 37529242 34433608 1220308 1875326 1794600 1571911 59115 163574 3187620 2922341 104235 161044 4867295 4584221 101914 181160 227550 227550 151699 151699 265903 265903 7865813 7327689 117354 420770 793625 685609 2808 105208 2950644 2721609 46912 182123 77510 70754 2822 3934 3022217 2890025 47614 84578 667439 662112 3178 2149 874685 461305 346370 67010 523918 201056 322862 3063134 2816162 169076 77896 744200 639027 97477 7696 EQUIPMENT RENTAL & MAIN 347530 312794 28008 6728 RECRUITMENT 195600 192283 1478 1839 DUES 77788 34395 42992 401 236200 233442 2758 74445787 66223578 4565766 3656443 2272177 2212200 34222886 26452620 2054516 2626954 17440 16204 619358 852427 136626977 26510341 99207370 110116636 82733111 96587589 11977432 12963252 397414 310970 2550211 2654214 236051915 254793066 9044845 9195663 506250 466125 13595263 17393591 1135199 951230 7466079 7433528 31747636 35440137 X 104444701 109848815 99859578 109504114 204304279 219352929 236051915 254793066 X 7996580 6666952 385118 X X 0 1 X 1 0 X 49096046 37521417 72299414 44733720 47606716 251257313 49096046 37521417 72299414 44733720 47606716 251257313 97664210 153593103 1367234 2054822 2251064 2824849 2902484 11400453 20359 229564 34102 26205 55008 365238 263023004 87648947 0.58400 0.58200 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 20,359. 2021 AMOUNT: $ 229,564. 2022 AMOUNT: $ 34,102. 2023 AMOUNT: $ 26,205. 2024 AMOUNT: $ 55,008. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 41 0 8155314 0 1760201 0 21143609 0 1 1 56008048 4135811 6046138 75884 1637899 59340 64416874 50794928 1596972 5250444 87587 1490381 56328 56008048 42823555 7385794 3376893 94461 2633181 63672 50794928 48370384 1695805 -5739395 1503239 42823555 39507905 1773991 8642042 1553554 48370384 0.00000 1.00000 0.00000 1 0 31858749 31858749 86794254 17389814 69404440 84798 53101 31697 11471075 8953848 2517227 6418101 113578 6304523 110116636 FUND OF FUNDS 9859239 F PRIVATE EQUITY FUNDS 3104013 F 12963252 LIABILITIES UNDER SPLIT-INTEREST AGREEMENTS, NET 4762281 LEASE LIABILITIES - OPERATING 1740172 LEASE LIABILITIES - FINANCE 521739 DEFERRED COMPENSATION LIABILITY 409336 7433528 X 90044370 6666952 141874 385118 7193944 82850426 265903 -673962 -408059 82442367 74995720 141874 673962 815836 74179884 265903 265903 74445787 PART V, LINE 4: THE JEWISH FAMILY AND CHILDREN'S SERVICES ENDOWMENT CONSISTS OF 438 DONOR-RESTRICTED FUNDS WHICH HAVE BEEN ESTABLISHED TO PROVIDE ONGOING SUPPORT FOR THE MISSION OF THE ORGANIZATION. DONOR RESTRICTED FUNDS ARE DESIGNATED TO PROVIDED FUNDING FOR VARIOUS PROGRAMS OR TO SUPPORT THE OVERALL MISSION OF THE ORGANIZATION. THE BOARD OF DIRECTORS OF THE ORGANIZATION HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ARE INTENDED TO PROVIDE A PREDICTABLE STREAM OF FUNDING FROM THE ENDOWMENT IN PERPETUITY. PART X, LINE 2: JFCS IS ORGANIZED AS A NOT-FOR-PROFIT CORPORATION EXEMPT FROM INCOME TAX UNDER PROVISIONS OF INTERNAL REVENUE CODE 501(C)(3) AND CALIFORNIA REVENUE AND TAXATION CODE 23701D. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY JFCS AND HAS CONCLUDED THAT, AS OF JUNE 30, 2025, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. JFCS IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 385,118. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -666,449. LOSS ON FIXED ASSET DISPOSAL -7,513. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 666,449. LOSS ON FIXED ASSET DISPOSAL 7,513. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 9859239 0 0 0 0 0 0 9859239 0 9859239 0 0 1 0 0 0 1 AMERICAN CIVIL LIBERTIES UNION FOUNDATION OF NORTHERN CALIFORNIA INC 39 DRUMM STREET SAN FRANCISCO CA 94111 940279770 501(C)(3) 31000 0 PROGRAM SUPPORT AMERICAN NATIONAL RED CROSS 431 18TH STREET NW WASHINGTON DC 200065009 530196605 501(C)(3) 57250 0 PROGRAM SUPPORT AMERICANS FOR BEN-GURION UNIVERSITY INC 1001 AVENUE OF THE AMERICAS 19TH FLOOR NEW YORK NY 10018 237270753 501(C)(3) 50000 0 PROGRAM SUPPORT CALIFORNIA ACADEMY OF SCIENCES 55 MUSIC CONCOURSE DRIVE SAN FRANCISCO CA 94118 941156258 501(C)(3) 10000 0 PROGRAM SUPPORT CHARITYWATER 230 FRANKLIN ROAD SUITE 11-II FRANKLIN TN 37064 223936753 501(C)(3) 6000 0 PROGRAM SUPPORT CONARD HOUSE INC 1385 MISSION STREET SUITE 200 SAN FRANCISCO CA 94103 941489356 501(C)(3) 10000 0 PROGRAM SUPPORT CONGREGATION BETH SHOLOM 301 14TH AVENUE SAN FRANCISCO CA 94118 941167429 501(C)(3) 28600 0 PROGRAM SUPPORT GOLDEN GATE NATIONAL PARKS CONSERVANCY 201 FORT MASON 3RD FLOOR SAN FRANCISCO CA 941231304 942781708 501(C)(3) 10000 0 PROGRAM SUPPORT HABITAT FOR HUMANITY PORTLAND REGION PO BOX 11527 PORTLAND OR 97211 930801200 501(C)(3) 10000 0 PROGRAM SUPPORT INTERNATIONAL RESCUE COMMITTEE INC 122 EAST 42ND STREET NEW YORK NY 10168 135660870 501(C)(3) 10500 0 PROGRAM SUPPORT JEWISH FREE LOAN ASSOCIATION 6505 WILSHIRE BOULEVARD SUITE 715 LOS ANGELES CA 90048 951691014 501(C)(3) 10000 0 PROGRAM SUPPORT JOSEPH WEINGARTEN CHABAD JEWISH CENTER 2461 SUMMERFIELD ROAD SANTA ROSA CA 95405 020673727 501(C)(3) 50000 0 PROGRAM SUPPORT MEET INTERNATIONAL INC 68 HARRISON AVENUE 605 BOSTON MA 02111 900677193 501(C)(3) 12500 0 PROGRAM SUPPORT NEVER LOSE YOUR DRIVE FOUNDATION INC PO BOX 365032 HYDE PARK NY 02136 812549425 501(C)(3) 8000 0 PROGRAM SUPPORT PEF ISRAEL ENDOWMENT FUNDS INC 630 THIRD AVENUE 15TH FLOOR NEW YORK NY 100176745 136104086 501(C)(3) 19500 0 PROGRAM SUPPORT PLANNED PARENTHOOD FEDERATION OF AMERICA 123 WILLIAM STREET 10TH FLOOR NEW YORK NY 10038 131644147 501(C)(3) 20200 0 PROGRAM SUPPORT TAHOE FOREST HEALTH SYSTEM FOUNDATION PO BOX 2508 TRUCKEE CA 96160 943047869 501(C)(3) 10000 0 PROGRAM SUPPORT TREASURE ISLAND SAILING CENTER FOUNDATION 698 CALIFORNIA AVENUE BUILDING 112 SAN FRANCISCO CA 43130 311625735 501(C)(3) 13000 0 PROGRAM SUPPORT UNITED STATES HOLOCAUST MEMORIAL MUSEUM 100 RAOUL WALLENBERG PLACE SW WASHINGTON DC 20024 521309391 501(C)(3) 50000 0 PROGRAM SUPPORT WORLD CENTRAL KITCHEN INC 1875 CONNECTICUT AVE NW 10TH FLOOR WASHINGTON DC 20009 273521132 501(C)(3) 7000 0 PROGRAM SUPPORT 20 0 ASSISTANCE TO OLDER ADULTS 429 612171 ASSISTANCE TO COMMUNITY SERVICES 734 1120912 ASSISTANCE TO ADULTS 667 491727 ASSISTANCE TO CHILDREN AND FAMILIES 98 138061 OTHERS 71 3649 PART I, LINE 2: ALL THE GRANT FUNDS THAT JFCS RECEIVES ARE OVERSEEN BY OUR DEVELOPMENT DEPARTMENT, WHO THEN WORKS IN TANDEM WITH THE FINANCE DEPARTMENT TO MAKE SURE ALL GRANT DISBURSEMENTS ARE DOCUMENTED AND ADHERE TO ALL NON-PROFIT REGULATIONS. VARIOUS DEPARTMENTS AT JFCS ARE THEN GIVEN SPECIFIC GRANTS TO MANAGE AND DISBURSE ACCORDING TO THE TERMS OF EACH GRANT FUND, AND REPORT ALL THEIR DEPARTMENT'S DISBURSEMENTS TO THE JFCS FINANCE DEPARTMENT. MEANWHILE, OUR DEVELOPMENT DEPARTMENT KEEPS ALL DONORS / NON-PROFIT ORGANIZATIONS / INSTITUTIONS INFORMED ON HOW THEIR FUNDS SUPPORTED THE PEOPLE WE SERVE, THE IMPACT THEY MADE ON OUR CLIENTS, AND PROVIDE STATISTICS TO SHOW THE OUTCOME AS WELL. THROUGHOUT THE YEAR, THE DEPARTMENT THEN SEEKS THE SPECIFIC GROUP OF INDIVIDUALS PER THE TERMS OF EACH GRANT SOURCE; ELIGIBLE CLIENTS MUST BE VETTED AND APPROVED BY OUR PROGRAM DIRECTOR BEFORE THE FINANCIAL AID CENTER CAN REQUEST THE FUNDING FROM A GIVEN GRANT. FOR EVERY REQUEST, THE CENTER MUST SUBMIT TO OUR FINANCE DEPARTMENT A DISBURSEMENT VOUCHER TO DOCUMENT THE GRANT DISBURSEMENT. THEN ALL GRANT CHECKS MUST BE SIGNED BY AUTHORIZED JFCS CHECK SIGNER(S) BEFORE FINAL APPROVAL TO SEND THE GRANT CHECK TO A GIVEN CLIENT. ONCE MAILED, THE CENTER THEN UPDATES THEIR GRANT REPORT TO VERIFY AND TRACK EACH GRANT CHECK AND GRANT FUND BALANCE FOR QUARTERLY REVIEW WITH THE FINANCE DEPARTMENT. X X X X 0 0 0 0 0 0 0 0 0 DR ANITA FRIEDMAN EXECUTIVE DIRECTOR 766852 0 0 0 4800 0 48300 0 0 0 819952 0 0 0 JONATHAN ZIMMAN CHIEF FINANCIAL OFFICER 263905 0 0 0 9600 0 23437 0 0 0 296942 0 0 0 NANCY MASTERS ASSOCIATE EXECUTIVE DIRECTOR 250949 0 0 0 4800 0 20722 0 0 0 276471 0 0 0 BARBARA FARBER DIRECTOR OF DEVEL / PERM ENDOWMENT 233158 0 0 0 4800 0 19418 0 0 0 257376 0 0 0 DAVID KOHN CHIEF INFORMATION OFFICER 231804 0 0 0 9600 0 0 0 0 0 241404 0 0 0 RUTH LAMM DIRECTOR SENIORS AT HOME 200321 0 0 0 9600 0 17817 0 0 0 227738 0 0 0 BRUCE FELDSTEIN DIRECTOR OF CHAPLAINCY SERVICE 191509 0 0 0 9600 0 17610 0 0 0 218719 0 0 0 SARITA PATEL CHILD PSYCHIATRIST 216975 0 0 0 0 0 0 0 0 0 216975 0 0 0 CATHERINE FLANNERY NEUROLOGIST 193027 0 0 0 0 0 7721 0 0 0 200748 0 0 0 MARTIN TANENBAUM FAMILY MEMBER OF BOARD SECRETARY 90000 COMPENSATION FOR CONSULTING SERVICES 0 X 23 46180 SELLING VALUE X 42 8272561 FAIR MARKET VALUE 1 0 1 1 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS RECEIVED (DEFINED AS EACH SEPARATE GIFT) ON SCHEDULE M, PART I, COLUMN (B). PART I, LINE 32B: JEWISH FAMILY AND CHILDREN'S SERVICES CONTRACTS WITH THE FOLLOWING COMMERCIAL FUNDRAISER TO CONDUCT A VEHICLE DONATION PROGRAM: CHARITABLE ADULT RIDES & SERVICES, INC. 8804 BALBOA AVENUE SAN DIEGO, CA 94123 1-858-300-2901 FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBERS GARRY RAYANT AND KATHY FIELDS HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTANT, IN CONJUNCTION WITH THE ORGANIZATION'S ACCOUNTING AND FINANCE STAFF; A DRAFT FORM 990 IS THEN REVIEWED BY THE CFO. THE FORM 990 IS THEN REVIEWED WITH THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS AND MADE AVAILABLE TO ALL MEMBERS OF THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C UNDER THE CONFLICT OF INTEREST POLICY, ALL DIRECTORS, OFFICERS, AND KEY EMPLOYEES MAKE (ON AN ANNUAL BASIS) A WRITTEN DISCLOSURE TO THE EXECUTIVE DIRECTOR AND THE CHAIR OF THE AUDIT COMMITTEE OF ALL REPORTABLE CONFLICTS; THE EXECUTIVE DIRECTOR REVIEWS ALL FORMS COMPLETED BY EMPLOYEES, AND THE AUDIT COMMITTEE CHAIR REVIEWS ALL FORMS COMPLETED BY OFFICERS, DIRECTORS, AND THE EXECUTIVE DIRECTOR. ALL REAL OR APPARENT CONFLICTS OF INTEREST ARE DISCLOSED TO BOTH THE AUDIT COMMITTEE AND TO THE EXECUTIVE DIRECTOR. UNDER THE CONFLICT OF INTEREST POLICY, FULL DISCLOSURE AND ABSTENTION IS SUFFICIENT TO RESOLVE CONFLICTS INVOLVING IMMATERIAL GAIN RESULTING FROM ARM'S LENGTH TRANSACTIONS, AS DETERMINED BY THE EXECUTIVE DIRECTOR OR THE AUDIT COMMITTEE. SHOULD MATERIAL CONFLICTS ARISE, DISINTERESTED MEMBERS OF THE BOARD (AND/OR A DELEGATED COMMITTEE) SHALL DETERMINE WHETHER THE TRANSACTION IS IN THE ORGANIZATION'S BEST INTEREST. FORM 990, PART VI, SECTION B, LINE 15 COMPARABILITY DATA FOR THE EXECUTIVE DIRECTOR, CFO, AND OTHER KEY EMPLOYEES ARE COMPILED AND ANALYZED BY AN INDEPENDENT COMPENSATION CONSULTANT AND REVIEWED BY THE BOARD OF DIRECTORS. COMPENSATION IS DETERMINED BY THE BOARD AFTER REVIEW OF COMPARABILITY DATA AND PERFORMANCE EVALUATIONS. 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 AND ON JFCS' WEBSITE. FORM 990, PART IX, LINE 11G PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 7,327,689. MANAGEMENT AND GENERAL EXPENSES 117,354. FUNDRAISING EXPENSES 420,770. TOTAL EXPENSES 7,865,813. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 385,118. FORM 990, PART XII, LINE 2C: THE PROCESS DID NOT CHANGE FROM PRIOR YEAR RHODA GOLDMAN PLAZA LLC PO BOX 159004 SAN FRANCISCO CA 94115 SENIOR HOUSING FACILITY CA 18261945 78236438 JEWISH FAMILY AND CHILDREN'S SERVICES TAUBE FOUNDATION FOR JEWISH LIFE AND CULTURE 2150 POST STREET SAN FRANCISCO CA 941155411 943244838 GRANTMAKING CA 501(C)(3) LINE 12A, I JEWISH FAMILY AND CHILDREN'S SERVICES 1 CHARITABLE REMAINDER UNITRUSTS (8) INVESTING AND CHARITABLE GIVING CA JEWISH FAMILY AND CHILDREN'S SERVICES 1 CHARITABLE GIFT ANNUITY (1) INVESTING AND CHARITABLE GIVING CA JEWISH FAMILY AND CHILDREN'S SERVICES 1 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0