2026-02-27T08:09:16-06:00 2025-06-30 611064249 DEMING MALONE LIVESAY & OSTROFF PSC 9300 SHELBYVILLE ROAD SUITE 1100 LOUISVILLE KY 402225187 990 2024-07-01 610444704 JEWISH FAMILY & CAREER SERVICES OF LOUISVILLE INC JEWI 5024526341 2821 KLEMPNER WAY LOUISVILLE KY 40205 DAVID L FINKE PHD CEO 5024526341 2026-02-26 1 0 CHRISTINE N KOENIG P01022180 5024269660 2026-02-25 2024 2025-03-06 01:10:19Z DAVID L FINKE PHD 2821 KLEMPNER WAY LOUISVILLE KY 40205 5629327 0 X JFCSLOUISVILLE.ORG X 1978 KY WE EXPAND POSSIBILITIES FOR EACH PERSON AND EVERY FAMILY TO MEET LIFE'S CHALLENGES WITH CONFIDENCE. 21 21 66 112 0 0 2630008 3073714 508138 621287 243245 426126 -2521 96786 3378870 4217913 0 0 0 0 2654768 2919081 0 0 237671 1005347 1435044 3660115 4354125 -281245 -136212 9973769 10009627 564081 547090 9409688 9462537 WE EXPAND POSSIBILITIES FOR EACH PERSON AND EVERY FAMILY TO MEET LIFE'S CHALLENGES WITH CONFIDENCE. 0 0 3558169 743327 JFCS PROVIDES A HOLISTIC, STRENGTHS-BASED APPROACH TO SERVING INDIVIDUALS AND FAMILIES THROUGH OUR CORE PROGRAM AREAS OF EMPLOYMENT, CLINICAL, OLDER ADULT AND CRISIS MANAGEMENT SERVICES. WE SERVE CHILDREN, ADULTS AND FAMILIES, REFUGEES AND IMMIGRANTS, OLDER ADULTS, FAMILY CAREGIVERS AND PERSONS WITH VARYING ABILITIES. WE BELIEVE OUR CLIENTS ARE THE BEST EXPERTS ON THEIR OWN LIVES AND WE JOIN THEM ON A JOURNEY TO REGAIN CONFIDENCE AND DIRECTION, WHILE ASSISTING THEM IN DEFINING THEIR GOALS AND THE ACTION STEPS NECESSARY TO ACHIEVE THEM. SERVICES PROMOTE INCREASED WELL-BEING, SELF-AWARENESS AND DIRECTION, STABILIZATION AND SAFETY. 3558169 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 29 0 1 66 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 21 21 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 KY X X LYNDY ALEXANDER 5024526341 2821 KLEMPNER WAY LOUISVILLE KY 40205 JOSH ABECASSIS BOARD MEMBER 2.00 X 0 0 0 COREY BUCKMAN BOARD MEMBER 2.00 X 0 0 0 JOAN BYER BOARD MEMBER 2.00 X 0 0 0 JOSE DONIS BOARD MEMBER 2.00 X 0 0 0 MIKE FINE IMMEDIATE PAST PRESIDENT 2.00 X X 0 0 0 MICHAEL GOLD VICE PRESIDENT 2.00 X X 0 0 0 GRACE GREENWELL BOARD MEMBER 2.00 X 0 0 0 AVI HAHN BOARD MEMBER 2.00 X 0 0 0 MELANIE HOUSE-MANSFIELD BOARD MEMBER 2.00 X 0 0 0 JEFF JASNOFF BOARD MEMBER 2.00 X 0 0 0 V FAYE JONES BOARD MEMBER 2.00 X 0 0 0 CHAN KEMPER BOARD MEMBER 2.00 X 0 0 0 DAVID KOHN PRESIDENT 2.00 X X 0 0 0 NIMA KULKARNI BOARD MEMBER 2.00 X 0 0 0 CARLY MASON BOARD MEMBER 2.00 X 0 0 0 JULIA RICHARDSON BOARD MEMBER 2.00 X 0 0 0 MARK ROTH VICE PRESIDENT 2.00 X X 0 0 0 COREY SHAPIRO TREASURER 2.00 X X 0 0 0 BRENT SHUMAN BOARD MEMBER 2.00 X 0 0 0 HELENE TRAGER-KUSMAN VICE PRESIDENT 2.00 X X 0 0 0 STEPHIE WOLFF BOARD MEMBER 2.00 X 0 0 0 TOM HIRSCH BOARD MEMBER (PREVIOUS) 2.00 X 0 0 0 DAVID FINKE CEO 40.00 X 174789 0 17107 174789 0 17107 1 0 1 0 KENTUCKIANA WORKS 410 W CHESTNUT ST 200 LOUISVILLE KY 40202 CAREER SERVICES 105156 1 164786 1064786 1844142 30782 3073714 CLIENT FEES 900099 621287 621287 621287 208822 208822 1559647 1342343 217304 217304 217304 43817 164786 69071 -25254 -25254 MISCELLANEOUS INCOME 900099 122040 122040 122040 4217913 743327 0 400872 X 203202 168658 24384 10160 2310803 1917966 277296 115541 74866 62139 8984 3743 154753 128445 18570 7738 175457 145629 21055 8773 32000 32000 40831 40831 562447 478711 52211 31525 15697 5492 65 10140 92197 68194 10062 13941 119237 94589 9962 14686 104996 84407 15749 4840 30145 26020 3444 681 37056 22335 12859 1862 75 75 92447 73958 13867 4622 48172 39501 7226 1445 CLIENT SERVICES 163452 163452 BAD DEBT 42952 42952 DUES AND SUBSCRIPTIONS 24808 14495 4725 5588 TESTING MATERIALS 17628 17628 10904 3523 4995 2386 4354125 3558169 558285 237671 516910 473597 994387 1335590 1211945 854658 97566 99296 87248 98747 3741100 2198683 1603744 1542417 4809838 5477789 121110 127533 531021 0 9973769 10009627 272044 331901 45927 22261 125000 121110 192928 564081 547090 X 4509124 4474199 4900564 4988338 9409688 9462537 9973769 10009627 -136212 189061 0 X 0 1 X 1 1 1 X 2276192 2241849 3058851 2630008 3073714 13280614 2276192 2241849 3058851 2630008 3073714 13280614 3681325 9599289 148499 45064 131690 203038 208822 737113 172 5277 9268 122040 136757 14154484 2149650 0.67820 0.73160 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4809838 54831 529880 166760 5227789 2707821 2096308 162357 156648 4809838 2134961 661523 88663 2707821 2384219 -194502 54756 2134961 2094509 446583 156873 2384219 0.41358 0.20109 0.38533 0 0 543470 543470 2806125 1908520 897605 114474 114474 0 189907 125099 64808 87124 50590 36534 1542417 DEFERRED COMPENSATION PLAN LIABILITY 127533 REFUNDABLE ADVANCES ON GRANTS 65395 192928 X 4391397 189061 189061 4202336 40831 -25254 15577 4217913 4338548 0 4338548 40831 -25254 15577 4354125 PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT FUNDS SUPPORT THE ORGANIZATION'S PROGRAMS AND MISSION TO EXPAND POSSIBILITIES FOR EACH PERSON AND EVERY FAMILY TO MEET LIFE'S CHALLENGES WITH CONFIDENCE. FOR THE YEAR ENDED JUNE 30, 2024, LINE 1B "CONTRIBUTIONS" INCLUDES A RESTATEMENT FOR CERTAIN ASSETS DESIGNATED BY THE BOARD OF DIRECTORS THAT ARE CONSIDERED A PART OF THE ENDOWMENT DUE TO FURTHER ANALYSIS OF THESE FUNDS. PART X, LINE 2: THE ORGANIZATION QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("IRC"); THEREFORE, NO PROVISION FOR FEDERAL OR STATE INCOME TAXES HAS BEEN MADE. THE ORGANIZATION FILES AN INFORMATIONAL RETURN AS REQUIRED BY FEDERAL AND STATE REGULATIONS. ALTHOUGH THE ORGANIZATION IS EXEMPT FROM INCOME TAXES, ANY INCOME GENERATED FROM ACTIVITIES UNRELATED TO ITS EXEMPT PURPOSE IS SUBJECT TO TAX UNDER IRC SECTION 511. THERE WAS NO UNRELATED BUSINESS INCOME FOR THE YEAR ENDED JUNE 30, 2025. AS OF JUNE 30, 2025, THE ORGANIZATION DID NOT HAVE ANY ACCRUED INTEREST OR PENALTIES RELATED TO INCOME TAX LIABILITIES, AND NO INTEREST OR PENALTIES HAVE BEEN CHARGED TO OPERATIONS FOR THE YEARS THEN ENDED. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES -25,254. PART XII, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSES -25,254. MOSAIC 124921 86100 38821 5370 38821 14007 GOLF 56702 51707 4995 1645 3351 5877 2 26980 26980 208603 164787 43816 7015 42172 19884 69071 -25255 X X 1 0 X X X 0 0 0 0 0 0 0 0 0 DAVID FINKE CEO 174789 0 0 0 0 0 10487 0 6620 0 191896 0 0 0 PART I, LINE 1A JEWISH FAMILY & CAREER SERVICES GROSSED UP HOLIDAY AND YEAR-END BONUSES FOR EMPLOYEES. THE ORGANIZATION ALSO PAID FOR JEWISH COMMUNITY CENTER DUES AND TEMPLE DUES FOR THE CEO. PART I, LINE 3 THE CEO'S PERFORMANCE AND COMPENSATION IS REVIEWED ANNUALLY BY THE BOARD OF DIRECTORS. THIS INCLUDES A COMPENSATION STUDY FROM THE NJHSA (NETWORK OF JEWISH HUMAN SERVICE AGENCIES). THE ORGANIZATION'S ATTORNEY ALSO REVIEWS THE CEO'S EMPLOYMENT AGREEMENT. X 15660 30782 FAIR VALUE 0 0 0 FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION'S BYLAWS WERE AMENDED IN ORDER TO ADD THE POSITION OF IMMEDIATE PAST PRESIDENT TO THE BOARD OF DIRECTORS, TO REMOVE HONORARY DIRECTORS, TO REMOVE THE MISSION ADVANCEMENT STANDING COMMITTEE, AND TO ADD THE MARKETING COMMITTEE AND FUNDRAISING COMMITTEE AS STANDING COMMITTEES. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE AND BOARD OF DIRECTORS REVIEW A DRAFT OF THE 990 TAX RETURN PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C COMPLIANCE WITH THE ORGANIZATION'S CONFLICT OF INTEREST POLICY IS MONITORED ANNUALLY. ALL INTERESTED PERSONS ARE REQUIRED TO DISCLOSE TO THE BOARD ANY POSSIBLE CONFLICTS OF INTEREST. IN THE EVENT OF A CONFLICT, THE INTERESTED PERSON IS REQUIRED TO RECUSE HIM OR HERSELF FROM DISCUSSIONS OF AND ABSTAIN FROM VOTING ON SUCH MATTERS UNDER CONSIDERATION BY THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 THE CEO'S PERFORMANCE AND COMPENSATION IS REVIEWED ANNUALLY BY THE BOARD OF DIRECTORS. THIS INCLUDES A COMPENSATION STUDY FROM THE NJHSA (NETWORK OF JEWISH HUMAN SERVICE AGENCIES). THE ORGANIZATION'S ATTORNEY ALSO REVIEWS THE EMPLOYMENT AGREEMENT. OTHER OFFICERS AND MANAGEMENT PERSONNEL ARE REVIEWED ON AN ANNUAL BASIS BY THE CEO. FORM 990, PART VI, SECTION C, LINE 18 FORM 990 IS MADE AVAILABLE THROUGH THE ORGANIZATION'S WEBSITE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS ARE NOT REQUIRED DISCLOSURES PER IRC 6104. AS SUCH, THESE DOCUMENTS ARE ONLY MADE AVAILABLE UPON REQUEST AT THE DISCRETION OF THE BOARD OF DIRECTORS. FORM 990, PART IX, LINE 11G CONSULTING: PROGRAM SERVICE EXPENSES 172,585. MANAGEMENT AND GENERAL EXPENSES 50,779. FUNDRAISING EXPENSES 20,678. TOTAL EXPENSES 244,042. CONTRACT LABOR: PROGRAM SERVICE EXPENSES 306,126. MANAGEMENT AND GENERAL EXPENSES 1,432. FUNDRAISING EXPENSES 10,847. TOTAL EXPENSES 318,405.