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Nonprofit · EIN 87-0227089

JEWISH FAMILY SERVICE

Tax-exempt · SALT LAKE CTY, UT 84107

Financials

$2.1M$1.9M2023$2.3M$2.4M2024$2.2M$2.8M2025
Revenue Expenses · by fiscal year end
Financials of JEWISH FAMILY SERVICE by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$2,179,529$2,783,776-$604,247$2,773,211$870,815$1,902,396
December 31, 2024990$2,334,502$2,414,921-$80,419$3,288,431$920,561$2,367,870
December 31, 2023990$2,055,241$1,921,954$133,287$3,304,556$1,010,164$2,294,392
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$1,759,810
of which government grants
$143,104
Program service revenue
$16,501
Investment income
$16,965
Net rental income
$6,600
Net income from fundraising events
$379,653
Other revenue
$386,253

Expenses

Grants and similar amounts paid
$650,216
Compensation of officers, directors and key employees
$162,814
Other salaries and wages
$1,214,846
Salaries, compensation and benefits (total)
$1,629,658
Professional fundraising fees
$0
Occupancy
$168,603
Travel
$17,832
Depreciation
$15,272
Program services (functional)
$1,756,114
Management and general (functional)
$716,877
Fundraising (functional)
$310,785

Balance sheet and other

Total assets, start of year
$3,288,431
Total assets, end of year
$2,773,211
Total liabilities, end of year
$870,815
Net assets, end of year
$1,902,396
Land, buildings and equipment
$58,315
Publicly traded securities
$1,344,400
Net assets without donor restrictions
$1,177,592
Net assets with donor restrictions
$724,804
Gross receipts
$2,244,455
Employees
24
Volunteers
220
Year formed
1959
State of legal domicile
UT

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
Melissa ZimmermanExecutive Director
Trustee or director, Officer
40$162,814
Patrice ArentBoard Member
Trustee or director
1$0
Harriet BergBoard Member
Trustee or director
1$0
John BergersonTreasurer
Trustee or director
5$0
Ann BernsteinCo-President
Trustee or director, Officer
7$0
Gerry GoldmanBoard Member
Trustee or director
1$0
Doug GoldsmithBoard Member
Trustee or director
1$0
Jim IsaacsonSecretary
Trustee or director, Officer
2$0
Sara LambrinosBoard Member
Trustee or director
1$0
Karen LindauOfficer-at-Large
Trustee or director, Officer
1$0
Erin LitvackOfficer-at-Large
Trustee or director, Officer
1$0
Kim McGuireVice President
Trustee or director
5$0
Donna MilavetzBoard Member
Trustee or director
1$0
Andrea SilverBoard Member
Trustee or director
1$0
Liz TashjianBoard Member
Trustee or director
1$0
6 more people on this return
NameTitleHours / weekCompensation
Lisa TreimanCo-President
Trustee or director, Officer
4$0
Mara RabinBoard Member
Trustee or director
1$0
Aaron RokeachBoard Member
Trustee or director
1$0
Annabel SheinbergBoard Member
Trustee or director
1$0
Polly UnruhBoard Member
Trustee or director
1$0
David DowsettBoard Member
Trustee or director
1$0
990 for the year ended December 31, 2024: 20 people
NameTitleHours / weekCompensation
Melissa ZimmermanExecutive Director
Trustee or director, Officer
40$128,319
Patrice ArentBoard Member
Trustee or director
1$0
Susan ArshtBoard Member
Trustee or director
1$0
Harriet BergBoard Member
Trustee or director
1$0
John BergersonBoard Member
Trustee or director
1$0
Ann BernsteinTreasurer
Trustee or director, Officer
6$0
David DowsettPresident
Trustee or director, Officer
7$0
Kathryn GoddardBoard Member
Trustee or director
1$0
Gerry GoldmanBoard Member
Trustee or director
1$0
Doug GoldsmithBoard Member
Trustee or director
1$0
Jim IsaacsonOfficer-at-Large
Trustee or director, Officer
1$0
Sara LambrinosBoard Member
Trustee or director
1$0
Karen LindauSecretary
Trustee or director, Officer
2$0
Erin LitvackBoard Member
Trustee or director
1$0
Kim McGuireBoard Member
Trustee or director
1$0
Donna MilavetzBoard Member
Trustee or director
1$0
Lavine ShapiroBoard Member
Trustee or director
1$0
Andrea SilverBoard Member
Trustee or director
1$0
Liz TashjianBoard Member
Trustee or director
1$0
Lisa TreimanVice President
Trustee or director, Officer
5$0
990 for the year ended December 31, 2023: 20 people
NameTitleHours / weekCompensation
Ellen SilverFormer Exec Director
Key employee
40$151,424
Patrice ArentBoard Member
Trustee or director
1$0
Susan ArshtBoard Member
Trustee or director
1$0
Harriet BergBoard Member
Trustee or director
1$0
John BergersonBoard Member
Trustee or director
1$0
Ann BernsteinTreasurer
Trustee or director, Officer
6$0
David DowsettPresident
Trustee or director, Officer
7$0
Kathryn GoddardBoard Member
Trustee or director, Officer
1$0
Gerry GoldmanBoard Member
Trustee or director
1$0
Doug GoldsmithBoard Member
Trustee or director
1$0
Jim IsaacsonOfficer-at-Large
Trustee or director, Officer
1$0
Sara LambrinosBoard Member
Trustee or director
1$0
Karen LindauSecretary
Trustee or director, Officer
2$0
Erin LitvackBoard Member
Trustee or director
1$0
Kim McGuireBoard Member
Trustee or director
1$0
Donna MilavetzBoard Member
Trustee or director
1$0
Lavine ShapiroBoard Member
Trustee or director
1$0
Andrea SilverBoard Member
Trustee or director
1$0
Liz TashjianBoard Member
Trustee or director
1$0
Lisa TreimanVice President
Trustee or director
5$0

Address and contacts

Address (IRS master file)
495 E 4500 S STE 100, SALT LAKE CTY, UT 84107-2797
Principal officer (990 for 2025)
Melissa Zimmerman, 495 E 45000 S Ste 100, Salt Lake City, UT 84107
Signed the 990
Melissa Zimmerman, Executive Director
Phone
(801) 746-4334
Return prepared by
Squire & Company PC

Mission

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.

990 for the year ended December 31, 2025

Program accomplishments

  • 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.
    Expenses $1,029,295 · grants $613,934
  • 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.
    Expenses $437,781 · grants $30,274 · revenue $16,501
  • 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.
    Expenses $289,038 · grants $6,008

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
87-0227089
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1961
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$2,773,211
Income (IRS master file)
$2,244,455

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$2,179,529$2,783,776$2,773,211XML
990December 2024$2,334,502$2,414,921$3,288,431XML
990December 2023$2,055,241$1,921,954$3,304,556XML
990December 2022$1,656,256$1,520,402$3,119,440IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 87-0227089).

Questions about JEWISH FAMILY SERVICE

What is the EIN of JEWISH FAMILY SERVICE?
The employer identification number (EIN) of JEWISH FAMILY SERVICE is 87-0227089.
Is JEWISH FAMILY SERVICE tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1961.
Are donations to JEWISH FAMILY SERVICE tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does JEWISH FAMILY SERVICE file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of JEWISH FAMILY SERVICE due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did JEWISH FAMILY SERVICE last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who is the principal officer of JEWISH FAMILY SERVICE?
The 990 for the year ended December 31, 2025 names Melissa Zimmerman.
Who are the officers and directors of JEWISH FAMILY SERVICE?
The 990 for the year ended December 31, 2025 lists 21 people; 1 received compensation from the organization, the highest $162,814 (Melissa Zimmerman, Executive Director).
How much revenue does JEWISH FAMILY SERVICE have?
On its 990 for the year ended December 31, 2025 it reported revenue of $2,179,529, expenses of $2,783,776 and total assets of $2,773,211 at year end.

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