2026-05-14T12:38:02-05:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP 2875 MICHELLE DRIVE 300 IRVINE CA 92606 990 2024-07-01 951644024 JEWISH FAMILY SERVICE OF SAN DIEGO JEWI 8586373000 8804 BALBOA AVE SAN DIEGO CA 92123 DANA TOPPEL CEO 8586373000 2026-05-12 1 1 LISA N RYSSEL CPA P00643670 7147955370 2026-05-12 2024 2025-03-06 01:10:19Z DANA TOPPEL 8804 BALBOA AVE SAN DIEGO CA 92123 100757481 0 X WWW.JFSSD.ORG X 1918 CA CLIENT-CENTERED, IMPACT-DRIVEN ORG BUILDING A STRONGER, HEALTHIER, MORE RESILIENT SAN DIEGO. 19 19 682 761 0 0 106088888 82692219 9744523 9899765 1234790 1443061 -733232 -891741 116334969 93143304 35323762 18164967 0 0 39455979 40857280 0 0 4053361 39090111 26611576 113869852 85633823 2465117 7509481 103390382 102734370 29541906 20242715 73848476 82491655 JEWISH FAMILY SERVICE IS A CLIENT-CENTERED, IMPACT-DRIVEN ORGANIZATION WORKING TO BUILD A STRONGER, HEALTHIER, MORE RESILIENT SAN DIEGO. 0 0 42880080 14101583 8998165 BASIC NEEDS AND STABILITYJFS OFFERS A FULL SPECTRUM OF INTEGRATED SERVICES THROUGH A HOLISTIC PROGRAM DELIVERY MODEL THAT PROVIDES EMERGENCY AND SUPPLEMENTAL FOOD PROGRAMS, COMPREHENSIVE AGING AND WELLNESS SERVICES (INCLUDING TRANSPORTATION, HOME-DELIVERED MEALS, AND SOCIAL AND WELLNESS CENTERS), HOLOCAUST SURVIVOR SUPPORT PROGRAMS, CASE MANAGEMENT, PARENT EDUCATION AND SUPPORT, HOUSING RESOURCES FOR THE HOMELESS, POVERTY ALLEVIATION, REFUGEE AND IMMIGRATION RESOURCES, AND CRISIS INTERVENTION. JFS IS A PLACE WHERE JEWISH CULTURE AND VALUES ARE CELEBRATED IN SERVICE TO BOTH THE JEWISH COMMUNITY AND THE COMMUNITY AT LARGE WITH THE FEWEST POSSIBLE BARRIERS TO SERVICE. 30271237 4063384 901600 WELCOME THE STRANGERSINCE ITS FOUNDING DAYS, JFS HAS WELCOMED NEW IMMIGRANTS AND THOSE IN SEARCH OF A SAFER LIFEFREE FROM VIOLENCE AND PERSECUTION. THE ORGANIZATION CONTINUES TO EMPOWER REFUGEES TO REBUILD THEIR LIVES THROUGH RESETTLEMENT SERVICES, OFFERS PRO-BONO IMMIGRATION LEGAL SERVICES, AND PROVIDES SAFETY TO ASYLUM SEEKERS THROUGH HUMANITARIAN SERVICES AND RESPITE SHELTER. 73151317 1 1 0 1 0 0 0 1 0 1 1 1 0 1 1 1 0 0 0 1 1 0 1 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 1 590 0 1 682 1 0 0 0 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X LISA BRUNER 8586373087 8804 BALBOA AVE SAN DIEGO CA 92123 MICHAEL HOPKINS CHIEF EXECUTIVE OFFICER 40.00 1.00 X 505874 0 58018 BERNADETTE GRIGGS CHIEF FINANCIAL OFFICER 40.00 1.00 X 244494 0 29791 DANA TOPPEL CHIEF OPERATING OFFICER 40.00 0.00 X 489232 0 62627 MICHAEL WACHT CHIEF TECHNOLOGY OFFICER 40.00 0.00 X 201259 0 7581 SHREYA S SASAKI CHIEF PROGRAM & IMPACT OFFICER 40.00 0.00 X 185205 0 32298 ANITA REICHERT VP OF PEOPLE AND CULTURE 40.00 0.00 X 177442 0 19510 TANYA E HACKEL CHIEF ADVANCEMENT OFFICER 40.00 0.00 X 166652 0 19356 DEBORAH BUCKSBAUM CHAIR 4.00 1.00 X X 0 0 0 THERESA DUPUIS 1ST VICE CHAIR 4.00 0.00 X X 0 0 0 SEAN JOSEPH 2ND VICE CHAIR 4.00 0.00 X X 0 0 0 RYAN GOLDENHAR TREASURER 2.00 1.00 X X 0 0 0 JOEL SMITH SECRETARY 2.00 0.00 X X 0 0 0 MARIE G RAFTERY ADVISORY OFFICER 2.00 1.00 X X 0 0 0 SARAH BAKHIET DIRECTOR 2.00 0.00 X 0 0 0 LILLY CHENG PHD DIRECTOR 2.00 0.00 X 0 0 0 CONGRESSWOMAN SUSAN DAVIS RET DIRECTOR 2.00 0.00 X 0 0 0 NADIA FARJOOD DIRECTOR 2.00 0.00 X 0 0 0 GARY FROST DIRECTOR 2.00 0.00 X 0 0 0 SETH KROSNER MD DIRECTOR 2.00 0.00 X 0 0 0 RABBI JASON NEVAREZ DIRECTOR 2.00 0.00 X 0 0 0 ADAM ROSENTHAL DIRECTOR 2.00 0.00 X 0 0 0 JOEL SHAPS DIRECTOR 2.00 0.00 X 0 0 0 AMY CORTON DIRECTOR 2.00 0.00 X 0 0 0 MERYL MANEKER DIRECTOR 2.00 0.00 X 0 0 0 JON NACHISON PHD DIRECTOR 2.00 0.00 X 0 0 0 AGNES WONG NICKERSON DIRECTOR 2.00 0.00 X 0 0 0 1970158 0 229181 31 0 1 0 ORANGE COUNTY HOME CARE LLC DBA SALUS 630 ROOSEVELT IRVINE CA 92620 HOME CARE 1100825 EASY LIVING HOME CARE 23547 MOULTON PKWY SUITE 200B LAGUNA HILLS CA 92653 HOME CARE 1006287 DIAMOND ENVIRONMENTAL SERVICES LP 807 E MISSION ROAD SAN MARCOS CA 92069 PORTABLE RESTROOM 447981 VERIZON WIRELESS SERVICES ONE VERIZON WAY BASKING RIDGE NJ 07920 CELLULAR SERVICES 318078 CLIFTONLARSONALLEN LLP (CLA) PO BOX 31001-2443 PASADENA CA 911102443 ACCOUNTING SERVICES 257093 16 2578226 52458556 27655437 54632 82692219 PROGRAM FEES 624100 9802886 9802886 CLIENT FEES 624100 96879 96879 9899765 79911 79911 7873146 6509996 1363150 1363150 1363150 212440 2578226 1104181 -891741 -891741 93143304 9899765 0 551320 18164967 18164967 840231 83912 448642 307677 31527718 25235777 3875104 2416837 1220326 929913 202335 88078 4720945 3597456 782751 340738 2548060 1941673 422479 183908 237135 13660 223475 254315 254315 111870 111870 5839247 5201803 395358 242086 83679 19980 3083 60616 1182974 884679 198260 100035 5099686 5083430 11181 5075 864697 798013 55420 11264 1103963 844979 192768 66216 750266 505497 221694 23075 SUBCONTRACTOR FEES 7030761 7030761 EQUIPMENT, REPAIRS, AND 1405431 1269938 88193 47300 MEMBERSHIPS/SUBSCRIPTIO 1005234 598014 348051 59169 UTILITIES 748426 668802 59524 20100 893892 278063 534642 81187 85633823 73151317 8429145 4053361 29195235 24111441 190851 145141 14788011 16791279 1416935 1490935 75000 75000 2236637 1312839 8487178 4726598 3689715 3760580 28405995 23613537 23392003 31433618 103390382 102734370 10042297 10568064 16378394 7127506 3121215 2547145 29541906 20242715 X 53396162 59008102 20452314 23483553 73848476 82491655 103390382 102734370 X 7509481 1711904 -578206 X X 0 1 X 1 1 1 X 41772596 77313132 69874165 106088888 82692219 377741000 41772596 77313132 69874165 106088888 82692219 377741000 15586339 362154661 295885 424826 577057 112852 79911 1490531 379231531 32227404 0.95500 0.90440 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 21687 0 0 21687 0 X 0 14974121 578206 1826835 721516 16657646 9786466 4253940 2206504 1272789 14974121 9624548 45336 787371 670789 9786466 11326102 -1186327 515227 9624548 9145858 2669001 488757 11326102 0.30850 0.55610 0.13540 1 0 3688320 903016 2785304 4080728 3143309 937419 718130 680273 37857 3760580 BENEFICIAL INTERESTS IN ENDOWMENT FUNDS 13166716 F FUNDS HELD AT JEWISH COMMUNITY FOUNDATION 10446821 F 23613537 DEPOSITS 507578 INVESTMENTS IN SUBSIDIARIES 7141911 INTERCOMPANY RECEIVABLES 21939593 RIGHT OF USE ASSETS 1844536 31433618 DEFERRED COMPENSATION 624531 LEASE LIABILITY 1922614 2547145 X PART X, LINE 2: JFS, RADY JFS FOUNDATION, THE FOUNDATION, HOLDINGS, BALBOA, AND CARS NONPROFIT ARE PUBLIC CHARITIES AND ARE EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE. HUL IS NOT CONSIDERED TAX EXEMPT FOR THE STATE OF CALIFORNIA BUT IS INCLUDED IN THE FEDERAL TAX FILING OF JFS. THE FOUNDATION, HOLDINGS, BALBOA, AND HUL ARE CONSIDERED DISREGARDED ENTITIES FOR INCOME TAX PURPOSES AND ARE INCLUDED IN THE INCOME TAX RETURNS FILED BY JFS. JFS AND CARS NONPROFIT BELIEVE THAT THEY HAVE APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DO NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE CONSOLIDATED FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE NETTED WITH REVENUE PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE NETTED WITH REVENUE 0 CENTRAL AMERICA AND THE CARIBBEAN 0 2 PROGRAM SERVICES MEDICAL SCREENING FOR REFUGEE MIGRATING TO THE US 41029 0 2 0 0 0 2 41029 0 41029 MEDICAL SCREENING FOR REFUGEE MIGRATING TO THE US CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 41029 0 0 0 0 0 0 GALA 2669186 2464046 205140 211856 26800 702998 LUNCHEON 121480 114180 7300 29910 7966 124651 2790666 2578226 212440 241766 34766 827649 1104181 -891741 1 EMERGENCY FUNDS FOR CLIENTS IN CRISIS 23858 5051114 44651 FMV GIFT CARDS & SERVICES HOMECARE AND OTHER EMERGENCY FUNDS FOR VICTIMS OF THE HOLOCAUST 751 7176946 6420 FMV FOOD AND DIAPERS HOUSING, FOOD AND CASH ASSISTANCE FOR REFUGEES AND IMMIGRANTS 34303 4060281 3103 FMV FOOD AND DIAPERS SCHOLARSHIPS 22 56950 OTHER FINANCIAL AID GIVEN TO STUDENTS IN THE FORM OF CASH EMERGENCY FOOD ASSISTANCE TO NO-INCOME AND LOW-INCOME CLIENTS 15234 83142 1682360 FMV FOOD AND DIAPERS X X X X X 0 1 0 0 0 0 0 0 0 MICHAEL HOPKINS CHIEF EXECUTIVE OFFICER 505874 0 0 0 0 0 46329 0 11689 0 563892 0 0 0 BERNADETTE GRIGGS CHIEF FINANCIAL OFFICER 244494 0 0 0 0 0 18261 0 11530 0 274285 0 0 0 DANA TOPPEL CHIEF OPERATING OFFICER 489232 0 0 0 0 0 38767 0 23860 0 551859 0 0 0 MICHAEL WACHT CHIEF TECHNOLOGY OFFICER 201259 0 0 0 0 0 1625 0 5956 0 208840 0 0 0 SHREYA S SASAKI CHIEF PROGRAM & IMPACT OFFICER 185205 0 0 0 0 0 13502 0 18796 0 217503 0 0 0 ANITA REICHERT VP OF PEOPLE AND CULTURE 177442 0 0 0 0 0 5382 0 14128 0 196952 0 0 0 TANYA E HACKEL CHIEF ADVANCEMENT OFFICER 166652 0 0 0 0 0 3338 0 16018 0 186008 0 0 0 PART I, LINE 3 EVERY THREE YEARS A CONSULTANT REVIEWS THE SALARY RANGES AND PRESENTS COMPARABILITY COMPENSATION DATA TO THE AGENCY FOR THE CEO AND TOP MANAGEMENT POSITIONS. THE BOARD OF DIRECTORS IS RESPONSIBLE FOR SETTING THE CONTRACT AND COMPENSATION OF THE CEO. PART I, LINE 4B MICHAEL HOPKINS'S COMPENSATION REPORTED ON FORM 990, PART VII INCLUDED $23,000 FOR SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN; TERMS AND CONDITIONS WERE AS FOLLOWS: 457(B) DEFERRED COMPENSATION PLAN X GIFT CARDS 666 54632 FACE VALUE 1 0 1 0 PART I, COLUMN (B): NUMBER OF ITEMS CONTRIBUTED. FORM 990, PART VI, SECTION A, LINE 1A EXECUTIVE COMMITTEE IS MADE UP OF THE BOARD OFFICERS (CHAIR, FIRST VICE CHAIR, SECOND VICE CHAIR, SECRETARY, AND THEN THE PAST CHAIR AND INVESTMENT COMMITTEE CHAIR. THIS COMMITTEE HAS AUTHORITY TO FULLY ACT ON BEHALF OF THE BOARD. DUE TO THE CONFIDENTIAL NATURE OF THE CONVERSATIONS, FORMAL MINUTES ARE NOT KEPT, BUT THE CEO CAPTURES KEY AND ACTION ITEMS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE AUDIT COMMITTEE AND THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C AT THE BEGINNING OF EACH FISCAL YEAR, THE FOLLOWING PEOPLE ARE REQUIRED TO FILL OUT THE COI FORMS: JFS BOARD MEMBERS, JFS CHIEFS, RADY JFS FOUNDATION BOARD MEMBERS, AND JFS SUPPORT STAFF FOR THE RADY BOARD. FORMS ARE REVIEWED TO DETERMINE POSSIBLE CONFLICTS. THEREFORE, CONFLICTS ARE REVIEWED ANNUALLY AND ENFORCED THROUGHOUT THE FISCAL YEAR. IF THE JFS BOARD OR RADY BOARD IS HAVING A DISCUSSION OR TAKING A VOTE, AND WE HAVE A BOARD MEMBER WITH A CONFLICT IN THAT PARTICULAR AREA, THAT BOARD MEMBER WILL ABSTAIN FROM THE DISCUSSION AND THE VOTE. FORM 990, PART VI, SECTION B, LINE 15 EVERY THREE YEARS A CONSULTANT REVIEWS THE SALARY RANGES AND PRESENTS COMPATIBILITY COMPENSATION DATA TO THE AGENCY FOR THE CEO AND TOP MANAGEMENT POSITIONS. THE BOARD OF DIRECTORS IS RESPONSIBLE FOR SETTING THE COMPENSATION OF THE CEO AND COO. THE CEO IS RESPONSIBLE FOR DETERMINING THE COMPENSATION FOR THE CFO, CAO, CPIO AND OTHER TOP MANAGEMENT POSITIONS. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. FORM 990, PART VI, SECTION C, LINE 19 AT OUR MAIN OFFICE 8804 BALBOA AVE, SAN DIEGO, CA. 92123 FORM 990, PART XI, LINE 9: INTERCOMPANY TRANSFER -578,206. FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. JFS FOUNDATION LLC 8804 BALBOA AVENUE SAN DIEGO CA 92123 562574072 TO FURTHER JFS EXEMPT CHARITABLE PURPOSE CA JEWISH FAMILY SERVICE OF SAN DIEGO JFS HOLDINGS LLC 8804 BALBOA AVENUE SAN DIEGO CA 92123 562574074 TO FURTHER JFS EXEMPT CHARITABLE PURPOSE CA JEWISH FAMILY SERVICE OF SAN DIEGO 8788 BALBOA AVENUE LLC 8804 BALBOA AVENUE SAN DIEGO CA 92123 463948553 TO FURTHER JFS EXEMPT CHARITABLE PURPOSE CA JEWISH FAMILY SERVICE OF SAN DIEGO HAND UP LENDING LLC 8804 BALBOA AVENUE SAN DIEGO CA 92123 474758351 TO FURTHER JFS EXEMPT CHARITABLE PURPOSE CA JEWISH FAMILY SERVICE OF SAN DIEGO 4574 CAMPUS AVENUE LLC 8804 BALBOA AVENUE SAN DIEGO CA 92123 333265406 TO FURTHER JFS EXEMPT CHARITABLE PURPOSE CA JEWISH FAMILY SERVICE OF SAN DIEGO RADY JEWISH FAMILY SERVICE FOUNDATION 8804 BALBOA AVE SAN DIEGO CA 92123 845162579 TO FURTHER JFS EXEMPT CHARITABLE PURPOSE CA 501(C)(3) LINE 12A, I JEWISH FAMILY SERVICE OF SAN DIEGO 1 CHARITABLE ADULT RIDES & SERVICES INC 4669 MURPHY CANYON ROAD SUITE 100 SAN DIEGO CA 92123 274327126 TRANSPORTATION SOLUTIONS FOR OLDER ADULTS CA 501(C)(3) LINE 10 JEWISH FAMILY SERVICE OF SAN DIEGO 1 KLA HOLDINGS LLC 4669 MURPHY CANYON ROAD 100 SAN DIEGO CA 92123 831219642 REAL ESTATE AND LAND RENTAL CA N/A N/A 0 0 0.50000 CAPITAL CITY AUTO AUCTION 3796 RECYCLE ROAD RANCHO CORDOVA CA 95742 813043933 VEHICLE AUCTION SERVICES CA CHARITABLE ADULT RIDES & SERVICES C 1.00000 0 CHARITABLE AUTO RECYCLING INC 4669 MURPHY CANYON ROAD SUITE 100 SAN DIEGO CA 92123 831219813 VEHICLE AUCTION SERVICES CA CHARITABLE ADULT RIDES & SERVICES C 1.00000 0 EXPRESS AUTO AUCTION 4669 MURPHY CANYON ROAD SUITE 100 SAN DIEGO CA 92123 842904651 VEHICLE AUCTION SERVICES CA CHARITABLE ADULT RIDES & SERVICES C 1.00000 0 POLARIS MOBILITY INC 4669 MURPHY CANYON ROAD SUITE 100 SAN DIEGO CA 92123 274327126 LOGISTICS SOFTWARE CA CHARITABLE ADULT RIDES & SERVICES C 1.00000 0 PUBLIC AUTO AUCTION (PONTIAC) LLC 4669 MURPHY CANYON ROAD SUITE 100 SAN DIEGO CA 92123 882771298 VEHICLE AUCTION SERVICES CA CHARITABLE ADULT RIDES & SERVICES C 1.00000 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 1 0 1 1 RADY JEWISH FAMILY SERVICE FOUNDATION R 485034 BOOK VALUE RADY JEWISH FAMILY SERVICE FOUNDATION C 5960 FMV