2025-08-04T09:35:33-05:00 2024-09-30 410746749 CLIFTONLARSONALLEN LLP 4 BATTERYMARCH PARK SUITE 100 QUINCY MA 02169 990 2023-10-01 042730898 JEWISH FAMILY SERVICE OF METROWEST INC JEWI 5088753100 475 FRANKLIN STREET 101 FRAMINGHAM MA 01702 LINO COVARRUBIAS CHIEF EXECUTIVE OFFICER 5088753100 2025-08-01 1 0 DANIELLE NIHILL P01350943 7819821001 2025-07-25 2023 2025-03-06 01:10:19Z LINO COVARRUBIAS 475 FRANKLIN STREET 101 FRAMINGHAM MA 01702 7051190 0 X WWW.JFSMW.ORG X 1979 MA JEWISH FAMILY SERVICE OF METROWEST, INC PROVIDES VITAL SOCIAL, HEALTH & COMMUNITY SERVICES TO ALLEVIATE SUFFERING, ENHANCE LIVES & SUPPORT PEOPLE IN NEED. 34 34 80 300 26565 0 3303907 4835900 1139379 1353222 84422 157560 570939 39977 5098647 6386659 213178 15347 0 0 3018271 3795803 0 0 434069 1702688 2654660 4934137 6465810 164510 -79151 8900703 9318139 285874 626787 8614829 8691352 X JEWISH FAMILY SERVICE OF METROWEST, INC, A NON-PROFIT AGENCY, PROVIDES VITAL SOCIAL, HEALTH AND COMMUNITY SERVICES TO ALLEVIATE SUFFERING, ENHANCE LIVES AND SUPPORT PEOPLE IN NEED. 0 0 2812249 15347 1593 IMMIGRANT AND YOUTH SERVICES-THROUGH DIRECT SERVICE AND SCHOOL AND COMMUNITY BASED PROGRAMS, ECONOMICALLY AND EDUCATIONALLY CHALLENGED CHILDREN AND FAMILIES RECEIVE GUIDANCE AND RESOURCES TO SUCCEED IN SCHOOL AND LIFE AND DEVELOP PATHWAYS TO COLLEGE, CAREERS AND SELF-SUFFICIENCY. SOCIAL, EMOTIONAL AND FINANCIAL NEEDS ARE ADDRESSED OF REFUGEES, ASYLEES AND IMMIGRANTS. 2016884 0 1101765 HOMECARE AND ELDER SERVICES-AN ARRAY OF COMMUNITY BASED PROGRAMS AND HOME BASED SERVICES THAT HELP FRAIL OLDER ADULTS MAXIMIZE INDEPENDENCE AND PROVIDE APPROPRIATE SUPPORT IN A PRAGMATIC COMPASSIONATE WAY AS CAPABILITIES DIMINISH. 630238 0 JEWISH FAMILY ASSISTANCE-PROGRAMS TO REDUCE POVERTY IN JEWISH COMMUNITY. IMMEDIATE FINANCIAL AND ASSISTANCE NEEDS OF FAMILIES IN CRISIS ARE ADDRESSED, THEN FAMILIES ARE GIVEN THE TOOLS TO MEET LIFE'S OBSTACLES, MOVING FROM VULNERABILITY AND SUPPORTED UNTIL THEY ARE STABLE AND SELF-SUFFICIENT. 317566 249864 OTHER PROGRAMS-A VARIETY OF COMMUNITY BASED SOCIAL AND EDUCATION SERVICES FOR CHILDREN, ADULTS AND FAMILIES THAT SERVE BOTH THEJEWISH AND BROADER METROWEST AND GREATER BOSTON COMMUNITIES. 317566 249864 5776937 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 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 20 0 1 80 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 34 34 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X LINO COVARRUBIAS 5088753100 475 FRANKLIN STREET ROOM 101 FRAMINGHAM MA 01702 LINO COVARRUBIAS CHIEF EXECUTIVE OFFICER 40.00 X 257823 0 26215 JAYNE LAMPERT SR. DIRECTOR OF PHILANTHROPY 40.00 X 171262 0 16205 LUCIA PANICHELLA SR. DIR. OF PROGRAMS & PARTNERSHIPS 40.00 X 111970 0 4015 MALKA YOUNG DIR., ELDER CARE SOLUTIONS 40.00 X 108603 0 8315 AMANDA COUGHLIN SR. DIR., OPS & REVENUE PROGRAMS 40.00 X 101409 0 8507 ALLISON KATES PRESIDENT 1.00 X X 0 0 0 JOSEF VOLMAN IMMEDIATE PAST PRESIDENT 1.00 X X 0 0 0 JAY GAINSBORO VICE PRESIDENT 1.00 X X 0 0 0 IAN RUBIN VICE PRESIDENT 1.00 X X 0 0 0 BARBARA SCHULTZ VICE PRESIDENT 1.00 X X 0 0 0 JEFFREY SWARTZ VICE PRESIDENT UNTIL 06/2024 1.00 X X 0 0 0 ASHLEY DEPAOLO SECRETARY 1.00 X X 0 0 0 MEYER LEVY TREASURER 1.00 X X 0 0 0 DAVID PODELL DIRECTOR 1.00 X 0 0 0 FERNANDO CASTRO DIRECTOR 1.00 X 0 0 0 DENA KOWALOFF DIRECTOR 1.00 X 0 0 0 ARI FREISINGER DIRECTOR 1.00 X 0 0 0 SOPHIE HEARNE DIRECTOR 1.00 X 0 0 0 CHASE CARPENTER DIRECTOR 1.00 X 0 0 0 JODI BRING DIRECTOR 1.00 X 0 0 0 DENISE ROSENBLUM DIRECTOR 1.00 X 0 0 0 DEBORAH GOTBETTER DIRECTOR 1.00 X 0 0 0 CESAR STEWART-MORALES DIRECTOR 1.00 X 0 0 0 PHILIP STRAUSS DIRECTOR 1.00 X 0 0 0 ANDREW TROOP DIRECTOR 1.00 X 0 0 0 NEIL ROSS DIRECTOR 1.00 X 0 0 0 ELANA MARGOLIS DIRECTOR 1.00 X 0 0 0 STEPHANIE ELKIND DIRECTOR 1.00 X 0 0 0 RABBI DANNY BURKEMAN DIRECTOR 1.00 X 0 0 0 DOUGLAS DOLGOV DIRECTOR 1.00 X 0 0 0 SHIRLEY NIGRI FARBER DIRECTOR 1.00 X 0 0 0 TOM DRETLER DIRECTOR 1.00 X 0 0 0 JAKE GROSSMAN DIRECTOR 1.00 X 0 0 0 JACKI HART DIRECTOR 1.00 X 0 0 0 JOHN HERRERA DIRECTOR 1.00 X 0 0 0 ANITA LAVAKUMAR DIRECTOR 1.00 X 0 0 0 ANTONIO MASSA VIANA DIRECTOR 1.00 X 0 0 0 MICHELLE BEARAK DIRECTOR 1.00 X 0 0 0 ANN BUDNER DIRECTOR A/O 06/2024 1.00 X 0 0 0 CHERYL CARNER DIRECTOR A/O 06/2024 1.00 X 0 0 0 NADIA VALENTIN DIRECTOR UNTIL 06/2024 1.00 X 0 0 0 F JAVIER CEVALLOS DIRECTOR UNTIL 06/2024 1.00 X 0 0 0 OMAWALI STEWART DIRECTOR UNTIL 06/2024 1.00 X 0 0 0 SHAI TABB DIRECTOR UNTIL 01/2024 1.00 X 0 0 0 751067 0 63257 5 0 1 1 0 518059 1634608 2683233 59318 4835900 CONTRACTED HOMEMAKER S 624100 1101034 1101034 OTHER HOMEMAKER SERVIC 624100 251457 251457 OTHER SERVICE FEES 624100 731 731 1353222 104242 104242 650920 597602 53318 53318 53318 80100 518059 66929 13171 13171 CONDO MANAGEMENT FEES 531310 26565 26565 MISCELLANEOUS INCOME 624100 241 241 26806 6386659 1353222 26565 170972 15347 15347 301271 225953 45191 30127 3137315 2757032 95287 284996 82232 74973 7259 274985 238834 10972 25179 15600 15600 40999 40999 13434 13434 76618 66131 2043 8444 17187 14927 686 1574 98081 80210 3684 14187 79182 68773 3159 7250 7685 6674 307 704 54646 36503 10483 7660 44580 38719 1779 4082 50753 44081 2025 4647 135130 117365 5392 12373 PROGRAM EXPENSES 1777823 1777823 CONDO FEES 94303 81905 3763 8635 OTHER PROGRAM AND REFUG 70656 70656 FAMILY ASSISTANCE 47712 47712 30271 13319 16952 6465810 5776937 254804 434069 387103 532377 4578370 4438725 1182380 1316062 419276 423102 186715 224710 1406937 626037 652841 780900 1395288 1602263 98730 0 8900703 9318139 185808 366732 260055 100066 0 285874 626787 X 4461950 5171218 4152879 3520134 8614829 8691352 8900703 9318139 -79151 155674 0 X 0 1 X 1 0 X 3415711 2847865 3750939 3886582 4862412 18763509 3415711 2847865 3750939 3886582 4862412 18763509 395337 18368172 12130 7851 12529 53408 104242 190160 494 53761 627 2803 241 57926 19011595 4689752 0.96620 0.96290 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2019 AMOUNT: $ 494. 2020 AMOUNT: $ 53,761. 2021 AMOUNT: $ 627. 2022 AMOUNT: $ 2,803. 2023 AMOUNT: $ 241. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1895288 206975 2102263 1724610 170678 1895288 1361724 -137114 1224610 1120069 241655 1361724 1083896 36173 1120069 0.76220 0.23780 0.00000 0 0 1011644 365351 646293 107452 80638 26814 287841 180048 107793 780900 BOARD DESIGNATED ENDOWMENT FUND 1602263 F 1602263 X 6528899 155674 155674 6373225 13434 13434 6386659 6452376 0 6452376 13434 13434 6465810 PART X, LINE 2: THE ORGANIZATION IS REQUIRED TO RECOGNIZE THE FINANCIAL STATEMENT IMPACT OF A TAX POSITION UNLESS IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION. IF APPLICABLE, THE ORGANIZATION RECOGNIZES INTEREST ACCRUED RELATED TO UNRECOGNIZED TAX BENEFITS IN INTEREST EXPENSE AND PENALTIES IN THE OPERATING EXPENSES. BASED ON THE EVALUATION OF THE ORGANIZATION'S TAX POSITIONS, MANAGEMENT BELIEVES ALL POSITIONS TAKEN WOULD BE UPHELD UNDER AN EXAMINATION. THEREFORE, NO PROVISION FOR THE EFFECTS OF UNCERTAIN TAX POSITIONS HAS BEEN RECORDED FOR THE YEARS ENDED SEPTEMBER 30, 2024 AND 2023. SEIZE THE DREAM FUNDRAISER 598159 518059 80100 53979 12950 598159 518059 80100 53979 12950 66929 13171 1 CLOTHING CLOSET 1340 15347 FMV CLOTHING PART I, LINE 2: AFTER REVIEWING PAYROLL, OTHER EXPENSES, AND WITH CONSULTATION OF SENIOR MANAGEMENT ON A MONTHLY BASIS, THE CEO AUTHORIZES THE RELEASE FROM THE APPROPRIATE RESTRICTED GRANTS. X 0 0 0 0 0 0 0 1 0 LINO COVARRUBIAS CHIEF EXECUTIVE OFFICER 257823 0 0 0 0 0 0 0 26215 0 284038 0 0 0 JAYNE LAMPERT SR. DIRECTOR OF PHILANTHROPY 127062 0 44200 0 0 0 0 0 16205 0 187467 0 0 0 PART I, LINE 7 HIGHEST COMPENSATED EMPLOYEE JAYNE LAMPERT, SR. DIRECTOR OF PHILANTHROPY RECEIVED A BONUS OF $44,200 DETERMINED BY THE CEO. X 5 59318 FMV 0 0 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS REPRESENTS THE NUMBER OF INDIVIDUALS WHO GAVE DONATIONS. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE CONSISTS OF ALL OFFICERS OF THE CORPORATION, THE IMMEDIATE PAST PRESIDENT AND SUCH AD HOC MEMBERS AS MAY BE CHOSEN BY THE PRESIDENT FROM AMONG THE DIRECTORS THEN IN OFFICE. THE EXECUTIVE COMMITTEE SHALL MAKE RECOMMENDATIONS TO THE DIRECTORS ON MATTERS AFFECTING THE CORPORATION AND IS RESPONSIBLE FOR CARRYING OUT THE POLICY AND GOVERNANCE OF THE CORPORATION. THE EXECUTIVE COMMITTEE REVIEWS AND RECOMMENDS THE ANNUAL BUDGET TO THE BOARD OF DIRECTORS, HAS THE POWER TO ACT IN THE NAME OF THE BOARD OF DIRECTORS DURING THE PERIOD BETWEEN BOARD MEETINGS. FORM 990, PART VI, SECTION B, LINE 11B ONCE THE 990 FORM IS PRESENTED BY THE AUDITORS, THE JFS FINANCE TEAM REVIEWS BY COMPARING THE NUMBERS FROM THE BOARD ACCEPTED FINAL AUDITED FINANCIALS FOR ACCURACY AND MAKE RECOMMENDATIONS TO THE CEO BY EITHER CONFIRMING ALL IS CORRECT OR EDITS WHAT IS NEEDED AT WHICH TIME THE CEO WOULD REVIEW THOSE EDITS WITH AUDITORS. ONCE AN AGREED UPON 990 IS COMPLETED, THE 990 IS FIRST SENT TO THE EXEC COMMITTEE WHICH THE TREASURER IS PART OF AND A COURTESY COPY TO THE FINANCE COMMITTEE. UNLESS THERE ARE ANY QUESTIONS, THE CEO THEN SENDS THE ENTIRE 990 TO THE ENTIRE BOARD AS REQUIRED BY 990 GUIDELINES AND GIVES THE BOARD ONE WEEK TO RESPOND WITH ANY QUESTIONS. AFTER ONE WEEK, THE 990 IS EITHER EDITED IF REQUIRED, AND/OR THE 990 IS SIGNED BY CEO, AND AUDITORS ARE GIVEN PERMISSION TO FILE. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS THE COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY THROUGH DISCUSSIONS AT STAFF MEETINGS, BOARD ORIENTATION AND AT BOARD OF DIRECTOR MEETINGS. ANYONE WITH A POTENTIAL CONFLICT OF INTEREST MUST DISCLOSE IT AS SOON AS IT IS KNOWN OR REASONABLY KNOWN. BOARD MEMBER DISCLOSURE STATEMENTS ARE PROVIDED TO THE BOARD CHAIR AND THE CHAIR'S DISCLOSURE STATEMENT IS PROVIDED TO THE SECRETARY OF THE BOARD. COPIES OF THE DISCLOSURES ARE ALSO PROVIDED TO THE CEO. FORM 990, PART VI, SECTION B, LINE 15 A COMPENSATION COMMITTEE DEVELOPS/REVISES THE CHIEF EXECUTIVE OFFICER'S EMPLOYMENT CONTRACT. THE CONTRACT PROPOSAL IS THEN PRESENTED TO THE EXECUTIVE COMMITTEE FOR DISCUSSION AND VOTED FOR RECOMMENDATION TO THE FULL BOARD OF DIRECTORS. THE BOARD OF DIRECTORS THEN APPROVES THE CONTRACT. WHEN NEW KEY POSITIONS ARE CREATED, COMPARABLE DATA AND INDEPENDENT ADVICE IS OBTAINED AND CONSIDERED. THE BOARD TREASURER AND EXECUTIVE COMMITTEE ARE INVOLVED IN SETTING THE COMPENSATION PARAMETERS. DISCUSSIONS ARE DOCUMENTED. APPROVAL FOR COMPENSATION CHANGES WITH THE APPROVED BUDGET ARE MADE BY THE CEO. IF CHANGES EXCEED THE BUDGET, THE CEO REQUIRES THE APPROVAL OF THE BOARD OF DIRECTORS. DISCUSSIONS ARE DOCUMENTED. THIS PROCESS WAS LAST COMPLETED IN 2024. FORM 990, PART VI, SECTION C, LINE 19 JEWISH FAMILY SERVICE OF METROWEST INC. PROVIDES COPIES OF ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS TO THE PUBLIC UPON REQUEST.