2024-09-04T17:36:41-05:00 2023-12-31 870343246 Squire & Company PC 215 S State Street Suite 850 Salt Lake City UT 84111 990 2023-01-01 870227089 Jewish Family Service JEWI 8017464334 495 E 4500 S Ste 100 Salt Lake City UT 841072797 Melissa Zimmerman Executive Director 8017464334 2024-09-04 1 1 Gregory O Hyde CPA P00641196 8015330409 2024-09-04 2023 2024-08-08 14:25:15Z Melissa Zimmerman 495 E 45000 S Ste 100 Salt Lake City UT 84107 2125532 0 X https://jfsutah.org/ X 1959 UT Jewish Family Service is a nonprofit social service organization that supports people of all faiths as they navigate through lifes's challenges - illness, aging, financial uncertainty, mental health concerns, family problems, or personal issues. We strengthen individuals and families of all backgrounds through counseling, advocacy, care management, and community education. 19 18 24 48 0 0 1621229 1958369 29959 25787 12603 37286 -7535 33799 1656256 2055241 282890 392149 0 0 960992 1113136 0 0 311167 276520 416669 1520402 1921954 135854 133287 3119440 3304556 1089200 1010164 2030240 2294392 X Jewish Family Service is a nonprofit social service organization that supports people of all faiths as they navigate through lifes's challenges - illness, aging , finanical uncertainty, mental health concerns, family problems, or personal issues. We strengthen individuals and families of all backgrounds through counseling, advocacy, care amanagement, and community education. 0 0 756498 373434 Emergency Assistance: Emergency Assistance was the most significant service provided by JFS in terms of financial expenditures. We supplied more than $350,000 in emergency aid to pay for rent, car payments, medical expenses, and other needs for families in crisis. More than 4000 families were helped in 2023. 358342 10129 25699 Counseling: All of our counseling services and programs remained available via virtual platforms during 2023. Staff continued weekly meetings with each other, including meetings of the Clinical team, to provide peer support and supervision. More than 4,000 hours of reduced-fee counseling services were offered in 2023 to more than 800 clients. 212351 8586 Aging Services: JFS Provides care planning, care management, respite care, music and memory, and counseling to aging clients. Our Arts and Aging initiative includes the Gleeful Choir (a choir for people with dementia and their caregivers), facilitator hours and an Arts and Aging Coordinator. We provide a monthly Caregiver Support Group which includes a respite component. We continue to provide the Music and Memory program to families facing the challenges of Alzheimer's disease and other forms of dementia. All other accomplishments: The Food Pantry has continued operating, offering items such as diapers, baby food, and feminine hygiene products as well as pantry staples, fresh fruits and vegetables. We continue to offer financial assistance to Refugee families and offer community education including Mind/Body classes. JFS utilizes software programs to manage Grants, Development work, record- keeping and tracking of our fundraising efforts. The Development Team continues to utilize the Corporate Partners initiative to enhance our marketing of the agency. Our Diversity, Equity, Inclusion and Justice Task Force has been transitioned to a formal DEIJ Committee and has established a mission statement for the Committee's work. The Board with the help of the DEIJ committee has established Working Agreement documents, continuing the work to ensure that JFS is equitable and inclusive as we continue to meet the needs of our community, staff, and clients. 1327191 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 8 0 24 1 0 0 0 0 0 1 1 0 0 0 0 X 19 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X Melissa Zimmerman 8017464334 495 E 4500 S STE 100 Salt Lake City UT 84107 Patrice Arent Board Member 1.00 X 0 0 0 Susan Arsht Board Member 1.00 X 0 0 0 Harriet Berg Board Member 1.00 X 0 0 0 John Bergerson Board Member 1.00 X 0 0 0 Ann Bernstein Treasurer 6.00 X X 0 0 0 David Dowsett President 7.00 X X 0 0 0 Kathryn Goddard Board Member 1.00 X X 0 0 0 Gerry Goldman Board Member 1.00 X 0 0 0 Doug Goldsmith Board Member 1.00 X 0 0 0 Jim Isaacson Officer-at-Large 1.00 X X 0 0 0 Sara Lambrinos Board Member 1.00 X 0 0 0 Karen Lindau Secretary 2.00 X X 0 0 0 Erin Litvack Board Member 1.00 X 0 0 0 Kim McGuire Board Member 1.00 X 0 0 0 Donna Milavetz Board Member 1.00 X 0 0 0 Lavine Shapiro Board Member 1.00 X 0 0 0 Andrea Silver Board Member 1.00 X 0 0 0 Liz Tashjian Board Member 1.00 X 0 0 0 Lisa Treiman Vice President 5.00 X 0 0 0 Ellen Silver Former Exec Director 40.00 X 151424 0 0 151424 0 0 1 0 1 0 0 59683 1898686 183005 1958369 Counseling fees 25787 25787 25787 37286 37286 8100 0 8100 8100 8100 95990 70291 25699 25699 2055241 33887 0 62985 392149 392149 151424 151424 798230 446204 117462 234564 88748 61281 10169 17298 74734 47031 9244 18459 19550 19550 148157 60793 87364 1748 20 1728 159474 119606 23921 15947 5369 5100 269 1860 1860 6645 5083 1477 85 Supplies 54354 25384 10005 18965 Telephone 8450 6760 443 1247 Maintenance and repairs 5878 4360 132 1386 Dues and Fees 3334 1843 1077 414 1850 153 623 1074 1921954 1327191 283596 311167 493298 259439 603985 965615 124362 75743 4478 7955 24711 4874 21697 19837 787959 947173 1083661 1028794 3119440 3304556 143057 183980 946143 826184 1089200 1010164 X 1447055 1927674 583185 366718 2030240 2294392 3119440 3304556 133287 130865 0 X 0 1 X 1 0 X 946552 2925277 1931053 1621229 1958369 9382480 946552 2925277 1931053 1621229 1958369 9382480 1631531 7750949 5969 7055 3554 12603 37286 66467 20000 20000 9468947 42117 0.81860 0.82910 X Schedule A, Part II, Line 10, Explanation of Other Income: Loan Forgiveness - 2022 Amount: $ 20,000. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 24711 4874 19837 19837 Office Art Work 10715 Security Deposit/Prepaid Rent 12258 ROU Assets: Office space and equipme 922921 Free Loan funds, less current 82900 1028794 Lease Liability, net of current 826184 826184 2186106 130865 130865 2055241 0 2055241 1921954 0 1921954 0 1921954 Fundraising Events 95990 95990 70291 95990 95990 70291 70291 25699 0 Food Pantry 5000 183755 FMV Food Housing/Monetary Assist 400 189679 Part I, Line 2 - Procedures for Monitoring the Use of Grant Funds Eligibility for emergency assistance depends on where the funds came from. The Park City funding was specific to Summit County and recipients were mostly referred to us from counseling staff in the area's public school system. This funding was mostly for housing. Government funding is utilizied for housing and utility assistance. Refugee assistance was disbursed to clients referred to us by partnering agencies like UHHR, DWS and Catholic Community Services. All funds were aid to a third party. Recipients had to have identification,and supporting documentation like a lease agreement, utility bill or auto repair bill. Food from the pantry is given to anyone who says they need it. Some demographic information is taken at the time food is disbursed. 0 0 0 0 0 0 0 0 0 Ellen Silver Former Exec Director 151424 0 0 0 0 0 0 0 0 0 151424 0 0 0 X 1 27076 Average of High/Low X 2500 155929 FMV of goods 0 0 0 Part I, Line 30b: The Organization is reporting the total number of donations received during the year. Form 990, Part VI, Section B, line 11b The executive director and accounting department review the 990 and then provide it to the Financial Committee President for review. The finalized 990 is presented at the next board meeting to the entire board. Form 990, Part VI, Section B, line 12c The board president and executive director review all conflict of interest disclosures to determine whether an actual conflict exists. Specificactions taken to mitigate the effects of the conflict are determined on a case by case basis. Form 990, Part VI, Section B, line 15 Compensation for the executive director and other officers is determined by the board of directors. Market data for similar positions in the region isused as a basis for determining the reasonability of compensation levels. Deliberation and determination of compensation is documented in the board minutes Compensation for the executive director and other officers is determined by the board of directors. Market data for similar positions in the region isused as a basis for determining the reasonability of compensation levels. Deliberation and determination of compensation is documented in the board minutes. Form 990, Part VI, Section C, line 19 The organization's governing documents, conflict of interest statement, and financial statements are available for public inspection upon request at the organization's offices.