2024-05-14T12:53:34-05:00 2023-06-30 410746749 CLIFTONLARSONALLEN LLP 1925 CENTURY PARK E 16TH FLOOR LOS ANGELES CA 90067 990 2022-07-01 845162579 RADY JEWISH FAMILY SERVICE FOUNDATION RADY 8586373000 8804 BALBOA AVE SAN DIEGO CA 92123 MICHAEL HOPKINS CEO 8586373000 2024-05-13 1 MICHAEL HOPKINS 999009999 1 TAYIIKA M DENNIS CPA P01575149 3102732501 2024-04-27 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z MICHAEL HOPKINS 8804 BALBOA AVE SAN DIEGO CA 92123 0 0 X N/A X 2020 CA THE SPECIFIC PURPOSE OF THIS CORPORATION IS TO SUPPORT THE CHARITABLE MISSION, PURPOSES AND ACTIVITIES OF JEWISH FAMILY SERVICES OF SAN DIEGO. 9 8 0 8 0 0 0 0 0 0 0 0 0 0 0 0 207097 294605 0 0 0 0 0 0 0 26533 39479 233630 334084 -233630 -334084 7995074 9384055 4785 0 7990289 9384055 THE SPECIFIC PURPOSE OF THIS CORPORATION IS TO SUPPORT THE CHARITABLE MISSION, PURPOSES, AND ACTIVITIES OF JEWISH FAMILY SERVICE OF SAN DIEGO. 0 0 294605 294605 THE SPECIFIC PURPOSE OF THIS CORPORATION IS TO SUPPORT THE CHARITABLE MISSION, PURPOSE AND ACTIVITIES OF JEWISH FAMILY SERVICE OF SAN DIEGO. 294605 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 8 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X LISA BRUNER 8586373000 8804 BALBOA AVE SAN DIEGO CA 92123 MICHAEL HOPKINS PRESIDENT AND CEO 1.00 40.00 X X 0 453346 48624 ADAM WELLAND BOARD CHAIR 1.00 2.00 X X 0 0 0 SHERYL ROWLING TREASURER 1.00 X X 0 0 0 ROBERT RUBENSTEIN SECRETARY 1.00 X X 0 0 0 EMILY JENNEWEIN MEMBER 1.00 4.00 X 0 0 0 SHELDON DEREZIN MEMBER 1.00 2.00 X 0 0 0 ELAINE GALINSON MEMBER 1.00 X 0 0 0 GUIN KERSTETTER DEJARNETT MEMBER 1.00 X 0 0 0 MARCIA HAZAN MEMBER 1.00 X 0 0 0 0 453346 48624 0 0 1 0 0 0 0 0 0 294605 294605 3150 3150 36329 36329 334084 294605 39479 0 715346 23988 7279728 9360067 7995074 9384055 4785 4785 0 X 7718749 9098825 271540 285230 7990289 9384055 7995074 9384055 X -334084 963253 764597 X X 0 1 X 1 0 X X X 1 JEWISH FAMILY SERVICE OF SAN DIEGO 951644024 7 1 294605 0 1 294605 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 FUNDS HELD AT JEWISH COMMUNITY FOUNDATION 9360067 F 9360067 X 926924 963253 963253 -36329 36329 36329 0 297755 0 297755 36329 36329 334084 PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT FUNDS ARE INVESTED AT JCF IN A PORTFOLIO OF EQUITY AND DEBT SECURITIES WHICH IS STRUCTURED FOR LONG-TERM TOTAL RETURN. THE ORGANIZATION'S SPENDING POLICY IS TO DISBURSE FUNDS AVAILABLE IN ACCORDANCE WITH DONOR RESTRICTIONS TO MEET THE CURRENT PROGRAM NEEDS OF THE ORGANIZATION. 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. 1 JEWISH FAMILY SERVICE OF SAN DIEGO 8804 BALBOA AVENUE SAN DIEGO CA 92123 951644024 501(C)(3) 294605 0 TO SUPPORT THE OPERATIONS OF JEWISH FAMILY SERVICE OF SAN DIEGO. FORM 990, SCHEDULE I, PART I, LINE 2: GRANTS ARE APPROVED BY THE BOARD OF DIRECTORS BASED ON THE NEEDS OF THE GRANTEE ORGANIZATION AND DISTRIBUTION POLICY. 0 0 0 0 0 0 0 0 0 MICHAEL HOPKINS PRESIDENT AND CEO 0 453346 0 0 0 0 0 36515 0 12109 0 501970 0 0 PART I, LINE 3: THE ORGANIZATION HAS NO PAID OFFICERS OR DIRECTORS. JEWISH FAMILY SERVICE, THE RELATED ENTITY, HAS A FORMAL COMPENSATION REVIEW PROCEDURE RESPONSIBLE FOR SETTING AND APPROVING STAFF SALARY RANGES, INCLUDING REVIEW FOR THE CEO, COO AND CFO POSITIONS. A BOARD OF DIRECTORS' FROM COMPARABLE POSITIONS AND MAKES RECOMMENDATIONS TO THE BOARD WHICH AS FOLLOWS: THE BOARD OF DIRECTORS OF JEWISH FAMILY SERVICE IS THE CONTRACT FOR THE CEO. AN OUTSIDE CONSULTANT DOES A SALARY STUDY AND SUBCOMMITTEE, INCLUDING THE CHAIR OF THE BOARD, REVIEWS SALARY DATA APPROVES OR DISAPPROVES THE SUGGESTIONS. RECOMMENDATIONS ARE THEN PRESENTED TO THE ENTIRE BOARD OF DIRECTORS FOR APPROVAL. FORM 990, PART VI, SECTION A, LINE 6 THE CORPORATION HAS ONE MEMBER, JEWISH FAMILY SERVICE OF SAN DIEGO, A CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION ("JFSSD"), WHICH SHALL AT ALL TIMES BE THE SOLE MEMBER OF THE CORPORATION WITHIN THE MEANING OF SECTION 5056 OF THE CALIFORNIA NONPROFIT CORPORATION LAW ("SOLE MEMBER"), AND WHICH SHALL AT ALL TIMES HAVE ALL OF THE VOTING RIGHTS OF A MEMBER PURSUANT TO THE CALIFORNIA NONPROFIT CORPORATION LAW. FORM 990, PART VI, SECTION A, LINE 6 THE CORPORATION HAS ONE MEMBER, JEWISH FAMILY SERVICE OF SAN DIEGO, A CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION ("JFSSD"), WHICH SHALL AT ALL TIMES BE THE SOLE MEMBER OF THE CORPORATION WITHIN THE MEANING OF SECTION 5056 OF THE CALIFORNIA NONPROFIT CORPORATION LAW ("SOLE MEMBER"), AND WHICH SHALL AT ALL TIMES HAVE ALL OF THE VOTING RIGHTS OF A MEMBER PURSUANT TO THE CALIFORNIA NONPROFIT CORPORATION LAW. FORM 990, PART VI, SECTION A, LINE 7A EACH YEAR, THE SOLE MEMBER HOLDS AN ANNUAL MEETING, AT A TIME AND PLACE FIXED BY THE SOLE MEMBER, FOR THE PURPOSES OF ELECTION OF DIRECTORS AND TRANSACTION OF OTHER BUSINESS THAT MAY REQUIRE THE APPROVAL OF THE SOLE MEMBER. DIRECTORS MAY ALSO BE NOMINATED AT ANY OTHER TIME DURING THE YEAR. THESE NOMINATIONS MAY BE CONFIRMED AND APPROVED DURING ANY REGULAR MONTHLY MEETING OR SPECIAL MEETING OF THE MEMBER. FORM 990, PART VI, SECTION A, LINE 7B ACTIONS REQUIRING APPROVAL OF SOLE MEMBER. THE CORPORATION SHALL NOT TAKE ANY OF THE FOLLOWING ACTIONS WITHOUT THE PRIOR APPROVAL OF THE SOLE MEMBER(A) ENGAGE IN ANY BORROWING OF MONEY IN ANY FORM. (B) ENGAGE IN ANY SALE, TRANSFER OR OTHER DISPOSITION OF ANY ASSETS OR PROPERTIES OF THE CORPORATION IN ANY FORM (COLLECTIVELY "ASSET DISPOSITIONS") EXCEPT IN EXCHANGE FOR REASONABLY EQUIVALENT VALUE. (C) ENGAGE IN ANY ASSET DISPOSITIONS THAT ARE NOT IN THE USUAL AND REGULAR COURSE OF THE CORPORATION'S ACTIVITIES WITHIN THE MEANING OF SECTION 59LL(A)(2) OF THE CALIFORNIA NONPROFIT CORPORATION LAW. (D) ENGAGE IN ANY MERGER, CONSOLIDATION, COMBINATION OR SIMILAR TRANSACTION PURSUANT TO WHICH THE CORPORATION WOULD BE MERGED, CONSOLIDATED OR COMBINED WITH ANY OTHER ENTITY, REGARDLESS OF WHETHER THE CORPORATION WOULD BE THE SURVIVING OR DISAPPEARING ENTITY. (E) PROVIDE MONEY OR ANY OTHER TYPE OF FINANCIAL SUPPORT TO ANY CHARITABLE ORGANIZATION OTHER THAN JFSSD. (F) TAKE ANY ACTION THAT REASONABLY WOULD BE EXPECTED TO ADVERSELY AFFECT THE CORPORATION'S TAX EXEMPT STATUS. (G) ENGAGE IN ANY MORTGAGE OR DEED OF TRUST APPLICABLE TO, OR PLEDGE OR OTHER HYPOTHECATION OF, ALL OR ANY PART OF THE CORPORATION'S ASSETS OR PROPERTIES OF ANY KIND. (H) MAKE ANY LOANS OF MONEY FOR WHICH THE AGGREGATE UNPAID PRINCIPAL BALANCE FOR ALL OF SUCH LOANS ON A COMBINED BASIS AT ANY TIME WOULD EXCEED THE TOTAL AMOUNT OF ONE HUNDRED THOUSAND DOLLARS ($100,000.00). FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS ARE REQUIRED TO SIGN ON AN ANNUAL BASIS A CONFLICT OF INTEREST STATEMENT. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION WILL PROVIDE THE FORM 1023 OR THE FORM 990 TO ANY PERSON WHO REQUESTS THIS INFORMATION IN WRITING. THIS INFORMATION CAN BE OBTAINED IN THE FORM OF PDF DOCUMENTS. THE FORM 990 MAY ALSO BE VIEWED ON THE ORGANIZATION'S WEBSITE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION WILL PROVIDE THE GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS TO ANY PERSON WHO REQUESTS THIS INFORMATION IN WRITING. THIS INFORMATION CAN BE OBTAINED IN THE FORM OF PDF DOCUMENTS. FORM 990, PART XI, LINE 9: TRANSFER OF NET ASSETS FROM JEWISH FAMILY SERVICE 764,597. FORM 990, PART XII, LINE 2C. THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. JEWISH FAMILY SERVICE OF SAN DIEGO 8804 BALBOA AVE SAN DIEGO CA 92123 951644024 WORKING TO BUILD A STRONGER, HEALTHIER, AND MORE RESILIENT SAN DIEGO CA 501(C)(3) LINE 7 0 CHARITABLE ADULT RIDES & SERVICES INC 4669 MURPHY CANYON ROAD SUITE 100 SAN DIEGO CA 92123 845162579 TRANSPORTATION SOLUTIONS FOR OLDER ADULTS CA 501(C)(3) LINE 10 JEWISH FAMILY SERVICE OF SAN DIEGO 1 CAPITAL CITY AUTO AUCTION 3796 RECYCLE ROAD RANCHO CORDOVA CA 95742 813043933 OWN AND OPERATE AN AUCTION HOUSE CA N/A C 0 CHARITABLE AUTO RECYCLING INC 4669 MURPHY CANYON ROAD SUITE 100 SAN DIEGO CA 92123 831219813 AUCTION SERVICES CA N/A C 0 EXPRESS AUTO AUCTION 4669 MURPHY CANYON ROAD SUITE 100 SAN DIEGO CA 92123 842904651 AUCTIONS DONATED VECHICLES CA N/A C 0 POLARIS MOBILITY INC 4669 MURPHY CANYON ROAD SUITE 100 SAN DIEGO CA 92123 274327126 LOGISTICS SOFTWARE CA N/A C 0 PUBLIC AUTO AUCTION PONTIAC 4669 MURPHY CANYON ROAD SUITE 100 SAN DIEGO CA 92123 882771298 AUCTION SERVICES CA N/A C 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 JEWISH FAMILY SERVICE OF SAN DIEGO B 294605 CASH JEWISH FAMILY SERVICE OF SAN DIEGO S 23988 CASH