2026-09-14T18:05:37-05:00 2025-12-31 870343246 Squire & Company PC 215 S State Street Suite 1100 Salt Lake City UT 84111 990 2025-01-01 870227089 Jewish Family Service JEWI 8017464334 495 E 4500 S Ste 100 Salt Lake City UT 841072797 Melissa Zimmerman Executive Director 8017464334 2026-09-14 1 Gregory O Hyde CPA P00641196 8015330409 2026-09-14 2025 Melissa Zimmerman 495 E 45000 S Ste 100 Salt Lake City UT 84107 2244455 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. 20 20 24 220 0 0 2094940 1759810 19834 16501 45930 16965 173798 386253 2334502 2179529 677615 650216 0 0 1327135 1629658 0 0 310785 410171 503902 2414921 2783776 -80419 -604247 3288431 2773211 920561 870815 2367870 1902396 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 1029295 613934 Emergency Assistance: Emergency Assistance was the most significant service provided by JFS in terms of financial expenditures. We supplied more than $600,000 in emergency aid to pay for rent, car payments, medical expenses, and other needs for families in crisis. 437781 30274 16501 Counseling: All of our counseling services and programs remained available via virtual platforms during 2025. Staff continued weekly meetings with each other, including meetings of the Clinical team, to provide peer support and supervision. More than 2,000 hours of reduced-fee counseling services were offered in 2025. 289038 6008 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. 1756114 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 11 0 24 1 0 0 0 0 0 1 1 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 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 Harriet Berg Board Member 1.00 X 0 0 0 John Bergerson Treasurer 5.00 X 0 0 0 Ann Bernstein Co-President 7.00 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 Secretary 2.00 X X 0 0 0 Sara Lambrinos Board Member 1.00 X 0 0 0 Karen Lindau Officer-at-Large 1.00 X X 0 0 0 Erin Litvack Officer-at-Large 1.00 X X 0 0 0 Kim McGuire Vice President 5.00 X 0 0 0 Donna Milavetz 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 Co-President 4.00 X X 0 0 0 Mara Rabin Board Member 1.00 X 0 0 0 Aaron Rokeach Board Member 1.00 X 0 0 0 Annabel Sheinberg Board Member 1.00 X 0 0 0 Polly Unruh Board Member 1.00 X 0 0 0 Melissa Zimmerman Executive Director 40.00 X X 162814 0 0 David Dowsett Board Member 1.00 X 0 0 0 162814 0 0 1 0 1 0 0 143104 1616706 518035 1759810 Counseling fees 16501 16501 16501 16965 16965 6600 0 6600 6600 6600 444579 64926 379653 379653 2179529 23101 0 396618 650216 650216 162814 82436 54452 25926 1214846 615098 406296 193452 144913 68140 50305 26468 107085 52155 38024 16906 106039 59375 46664 7442 2174 1263 4005 168603 126228 25545 16830 17832 8519 8127 1186 15272 15272 9267 6746 1628 893 Supplies 119076 74962 24803 19311 Miscellaneous 43975 1916 38425 3634 Telephone 9818 4972 3283 1563 Maintenance and repairs 3838 1943 1284 611 2740 1234 1506 2783776 1756114 716877 310785 243407 405210 768739 107194 92588 78104 5895 25351 84402 26087 56815 58315 1208473 1344400 912514 754637 3288431 2773211 218650 235786 701911 635029 920561 870815 X 1791535 1177592 576335 724804 2367870 1902396 3288431 2773211 -604247 138773 0 X 0 1 X 1 0 X 1931053 1621229 1958369 2094940 2139463 9745054 1931053 1621229 1958369 2094940 2139463 9745054 779291 8965763 3554 12603 37286 55530 40066 149039 20000 20000 9914093 42117 0.90430 0.84990 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 84402 26087 58315 58315 Office Art Work 10715 Security Deposit/Prepaid Rent 12258 ROU Assets: Office space and equipme 667664 Free Loan funds, less current 64000 754637 Lease Liability, net of current 599086 Deferred Revenue 35943 635029 2318302 138773 138773 2179529 0 2179529 0 0 0 0 0 Tribute Dinner 444579 444579 64926 444579 444579 64926 64926 379653 0 Food Pantry 29000 449183 FMV Food Housing/Monetary Assist 161 201033 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 Melissa Zimmerman Executive Director 162814 0 0 0 0 0 0 0 0 0 162814 0 0 0 X 12 70201 Average of High/Low X 25000 447834 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.