2024-03-20T13:03:36-05:00 2023-06-30 812950760 SAX LLP 389 INTERPACE PARKWAY STE 3 PARSIPPANY NJ 07054 990 2022-07-01 221687995 JEWISH FAMILY SERVICE OF METROWEST NJ A NEW JERSEY NONPROFIT CORP JEWI 9737659050 256 COLUMBIA TURNPIKE 105 FLORHAM PARK NJ 07932 DIANE SQUADRON CEO 9737659050 2024-03-20 1 DIANE SQUADRON 999009999 0 MARQUS WHITE P00053187 9734726250 2024-03-18 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DIANE K SQUADRON 256 COLUMBIA TURNPIKE 105 FLORHAM PARK NJ 07932 7934858 0 X WWW.JFSMETROWEST.ORG X 1943 NJ TO PROVIDE INNOVATIVE, COMPASSIONATE, AND OUTSTANDING SOCIAL SERVICES TO ENHANCE THE INDEPENDENCE AND WELL-BEING OF INDIVIDUALS AND FAMILIES THROUGHOUT ALL STAGES OF LIFE. 33 33 65 249 0 0 2684259 2717951 4616911 4937991 385322 246849 25411 -15352 7711903 7887439 0 0 0 0 3560505 3944807 0 0 277000 3503938 4340273 7064443 8285080 647460 -397641 9439705 9626313 2838205 2857967 6601500 6768346 JEWISH FAMILY SERVICE OF METROWEST, NEW JERSEY PROVIDES INNOVATIVE, COMPASSIONATE, AND OUTSTANDING SOCIAL SERVICES TO ENHANCE THE INDEPENDENCE AND WELL-BEING OF INDIVIDUALS AND FAMILIES THROUGHOUT ALL STAGES OF LIFE WITHIN THE METROWEST, NEW JERSEY AREA. 0 0 4708359 3685764 OLDER ADULT SERVICES JFS METROWEST ASSISTS OLDER ADULTS AND THEIR FAMILIES IN EMBRACING THE AGING PROCESS. WE PROVIDE INFORMATION AND REFERRALS AND OFFER FAMILY CAREGIVER SERVICES WHICH INCLUDE COMPREHENSIVE ASSESSMENTS, GERIATRIC CARE MANAGEMENT AND CARE CONSULTATION. JFS ALSO OFFERS COUNSELING AND SUPPORT GROUPS, HOLOCAUST SURVIVOR SERVICES, ALZHEIMER'S AND RELATED DEMENTIA PROGRAMS. JFS ADMINISTERS HEBREW FREE LOAN OF NJ, OFFERS FINANCIAL CRISIS INTERVENTION THROUGH THE JFS SAFETY NET PROGRAM, AND CAN ASSIST INDIVIDUALS APPLYING FOR GOVERNMENT ASSISTANCE. 1455518 857057 FAMILY AND CHILDREN'S SERVICES JFS METROWEST OFFERS A VARIETY OF SERVICES TO SUPPORT THE EMOTIONAL WELL-BEING OF CHILDREN, ADOLESCENTS, AND PARENTS. WE PROVIDE SEVERAL TYPES OF PSYCHOTHERAPY, INCLUDING: INDIVIDUAL AND FAMILY THERAPY, PLAY THERAPY, AND SPECIALIZED THERAPIES FOR CHILDREN EXPOSED TO TRAUMA. WE ALSO PROVIDE PRESCHOOL SERVICES, COUNSELING AND ASSISTANCE FOR CHILDREN WITH LEARNING DIFFERENCES AND SPECIAL NEEDS, AS WELL AS SUPPORT GROUPS AND WORKSHOPS. 969923 395170 DOMESTIC VIOLENCE RACHEL COALITION IS A DIVISION OF JEWISH FAMILY SERVICE OF METROWEST PROVIDING SERVICES TO ASSIST VICTIMS OF DOMESTIC VIOLENCE AND THEIR FAMILIES AND THOSE LIVING IN HIGH CONFLICT HOUSEHOLDS. RACHEL COALITION OFFERS INDIVIDUAL COUNSELING PROVIDED BY LICENSED CLINICAL SOCIAL WORKERS, CHILD-FOCUSED INDIVIDUAL & GROUP COUNSELING, GROUP SERVICES, LEGAL ASSISTANCE PROVIDED BY HIGHLY TRAINED ATTORNEYS TO ASSIST IN OBTAINING RESTRAINING ORDERS AND RESOLVING RELATED MATTERS, AND INFORMATION AND REFERRAL. 7133800 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 2 0 1 65 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 33 33 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NJ X SHERITA S LYONS-CARR 9737659050 256 COLUMBIA TURNPIKE 105 FLORHAM PARK NJ 07932 ANDREA BIER PRESIDENT 5.00 X X 0 0 0 JEFF SHAPIRO VICE PRESIDENT 5.00 X 0 0 0 LINDA F JACOBS VICE PRESIDENT 5.00 X 0 0 0 MICHAEL ELCHONESS VICE PRESIDENT 5.00 X 0 0 0 RACHEL G WILF VICE PRESIDENT 5.00 X 0 0 0 PAMELA DAVIS VICE PRESIDENT 5.00 X 0 0 0 SHARI BRANDT VICE PRESIDENT 5.00 X 0 0 0 STEVEN GLASS TREASURER 5.00 X 0 0 0 PAM FISHMAN SECRETARY 2.00 X 0 0 0 ETA LEVENSON PRESIDENTIAL APPOINTMENT 5.00 X 0 0 0 MELANIE LEVITAN IMMEDIATE PAST PRESIDENT 5.00 X 0 0 0 CAROL MARCUS PAST PRESIDENT 2.00 X 0 0 0 NANCY ESKOW PAST PRESIDENT APPOINTMENT 2.00 X 0 0 0 MARION MEDOW PAST PRESIDENT APPOINTMENT 5.00 X 0 0 0 DAVID HYMAN PAST PRESIDENT 2.00 X 0 0 0 FRED COHEN TRUSTEE 2.00 X 0 0 0 A GARY KATZ TRUSTEE 2.00 X 0 0 0 ALAN COHEN TRUSTEE 2.00 X 0 0 0 AMY BLACK TRUSTEE 2.00 X 0 0 0 DAVID SORKIN TRUSTEE 2.00 X 0 0 0 DR MARK ROFFMAN TRUSTEE 2.00 X 0 0 0 JUDITH ZAKS TRUSTEE 2.00 X 0 0 0 LAWRENCE REIN TRUSTEE 2.00 X 0 0 0 MICHAEL LEVINSON TRUSTEE 2.00 X 0 0 0 RACHEL BRAVERMAN TRUSTEE 2.00 X 0 0 0 RITA YOHALEM TRUSTEE 2.00 X 0 0 0 ROBERT MARCUS TRUSTEE 2.00 X 0 0 0 ROBIN POLSON TRUSTEE 2.00 X 0 0 0 SANDI ROSENBAUM TRUSTEE 2.00 X 0 0 0 SETH COHEN TRUSTEE 2.00 X 0 0 0 STEPHEN WEINSTEIN TRUSTEE 2.00 X 0 0 0 LISA LINDAUER TRUSTEE 2.00 X 0 0 0 EMILY NEIDER TRUSTEE 2.00 X 0 0 0 CARRIE NUSSBAUM TRUSTEE 2.00 X 0 0 0 PETER SAYRE TRUSTEE 2.00 X 0 0 0 DIANE SQUADRON CEO 35.00 X 188900 0 0 LAUREN M HENNION COO 35.00 X 122233 0 0 SHERITA S LYONS-CARR CFO 35.00 X 126578 0 0 KIMBERLY S COLCHAMIRO CDO 35.00 X 116159 0 0 553870 0 0 4 0 1 0 0 298247 2419704 2717951 PROGRAM FEES 624100 4937991 4937991 4937991 142737 142737 104112 0 104112 104112 104112 23250 298247 47419 -24169 -24169 OTHER INCOME 8817 8817 8817 7887439 4937991 0 231497 592665 283565 174188 134912 2758524 2634335 41079 83110 310493 257908 26701 25884 283125 235175 24348 23602 57225 57225 47003 47003 22141 8015 12946 1180 12317 12217 100 61598 21490 39477 631 166116 68073 97043 1000 27936 19035 8895 6 79203 79203 43718 32787 10931 55195 1271 53924 PROGRAM EXPENSES 3472925 3465309 5047 2569 EQUIPMENT RENTAL AND MA 171731 33897 137772 62 TRANSPORTATION 33710 33710 TELEPHONE 29649 10409 19240 59806 16604 39158 4044 8285080 7133800 874280 277000 748670 645620 91861 70800 216370 173679 185650 171546 106051 75771 230607 232816 2455286 1919518 579485 535768 7281011 7720313 9439705 9626313 259145 398190 50000 482468 408719 1778270 1715853 318322 285205 2838205 2857967 X 2579058 2900895 4022442 3867451 6601500 6768346 9439705 9626313 X -397641 574590 -10103 X X 0 1 X 1 0 X 1906000 2771367 3320759 2684259 2717951 13400336 1906000 2771367 3320759 2684259 2717951 13400336 357910 13042426 87007 76473 76466 54409 142737 437092 16210 17020 33230 15221 1410 8391 8817 33839 13904497 21386766 0.93800 0.94910 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3821981 393968 172778 4043171 4202207 -224479 155747 3821981 2607732 1594475 4202207 2801497 -70405 123360 2607732 3071157 50000 81072 400732 2801497 0.25000 0.75000 1 0 283812 283812 851435 638797 212638 18157 18157 0 899326 899326 0 402555 363237 39318 535768 MANAGED INVESTMENT POOL 4644614 F MUTAL FUNDS 258193 F CORPORATE BONDS 543502 F COMMON STOCKS 2274004 F 7720313 POST RETIREMENT MED PLAN OBLIG 285205 285205 X 8422742 574590 7716 582306 7840436 47003 47003 7887439 8245793 7716 7716 8238077 47003 47003 8285080 PART V, LINE 4: THE ORGANIZATION HAS AN ANNUAL ENDOWMENT SPENDING POLICY THAT IS SPECIFICALLY DESIGNED TO ASSIST IN FUNDING ANNUAL PROGRAMMING OBJECTIVES AND TO PRESERVE THE VALUE OF THE INVESTMENT PORTFOLIO OVER TIME. THE ORGANIZATION EXPECTS THE CURRENT SPENDING POLICY TO ALLOW ITS ENDOWMENTS TO GROW AND MAINTAIN THEIR VALUE TO SUPPORT OPERATIONS IN THE FUTURE. PART X, LINE 2: JFS IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IN ADDITION, JFS QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION OTHER THAN A PRIVATE FOUNDATION UNDER SECTION 509(A)(2). JFS HAD NO UNRECOGNIZED TAX BENEFITS AT JUNE 30, 2023 OR 2022. JFS HAS NO OPEN YEARS SUBJECT TO EXAMINATION PRIOR TO JUNE 30, 2020. FURTHERMORE, THERE IS NO TAX RELATED INTEREST OR PENALTIES REFLECTED IN THE FINANCIAL STATEMENTS PRESENTED. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 7,716. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 7,716. JFS GALA 2023 321497 298247 23250 2390 45029 321497 298247 23250 2390 45029 47419 -24169 X 0 0 0 0 0 0 0 0 0 DIANE SQUADRON CEO 188900 0 0 0 0 0 0 0 0 0 188900 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 ROBERT MARCUS AND CAROL MARCUS HAVE A FAMILY RELATIONSHIP FORM 990, PART VI, SECTION B, LINE 11B THE BOARD HAS DELEGATED THE RESPONSIBILITY FOR THE REVIEW OF THE 990 TO MANAGEMENT WHO REPORTS BACK TO THE BOARD WITH RECOMMENDED CHANGES PRIOR TO FILING OF RETURN. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION DISTRIBUTES APPLICABLE CONFLICT OF INTEREST FORMS TO ALL STAFF AND BOARD MEMBERS ANNUALLY, AND REQUESTS A SIGNED COMPLIANCE STATEMENT FROM EACH PERSON. IN ADDITION, EVERY LARGE TRANSACTION IS REVIEWED FOR POSSIBLE CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS FOR DETERMINING COMPENSATION IS FOR MANAGEMENT TO PREPARE A SCHEDULE OF CURRENT SALARIES AND PROPOSED PAY INCREASES FOR ALL EMPLOYEES, INCLUDING THOSE OF THE EXECUTIVE DIRECTOR AND KEY EMPLOYEES. THE SCHEDULE IS THEN APPROVED BY THE JFS PERSONNEL COMMITTEE. THE JFS BUDGET AND FINANCE COMMITTEE APPROVES THE OVERALL SALARY STRUCTURE BUT NOT INDIVIDUAL COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC, UPON REQUEST. FORM 990, PART XI, LINE 9: RETIREMENT PLAN ADJUSTMENT -10,103. FORM 990, PART XII, QUESTION 2C THE ORGANIZATION DID NOT MAKE ANY CHANGES TO THE PROCESS OR SELECTION PROCESS FOR THE COMMITTEE THAT ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT.