2025-03-06T08:27:51-06:00 2024-06-30 611064249 DEMING MALONE LIVESAY & OSTROFF PSC 9300 SHELBYVILLE ROAD SUITE 1100 LOUISVILLE KY 402225187 990 2023-07-01 610444704 JEWISH FAMILY & CAREER SERVICES OF LOUISVILLE INC JEWI 5024526341 2821 KLEMPNER WAY LOUISVILLE KY 40205 DAVID L FINKE PHD CEO 5024526341 2025-02-28 1 0 CHRISTINE N KOENIG P01022180 5024269660 2025-02-26 2023 2025-03-06 01:10:19Z DAVID L FINKE PHD 2821 KLEMPNER WAY LOUISVILLE KY 40205 4150891 0 X JFCSLOUISVILLE.ORG X 1978 KY WE EXPAND POSSIBILITIES FOR EACH PERSON AND EVERY FAMILY TO MEET LIFE'S CHALLENGES WITH CONFIDENCE. 23 23 66 46 0 0 3058851 2630008 383307 508138 212085 243245 -64150 -2521 3590093 3378870 0 0 0 0 2258492 2654768 0 0 213565 860714 1005347 3119206 3660115 470887 -281245 9035508 9973769 1504968 564081 7530540 9409688 WE EXPAND POSSIBILITIES FOR EACH PERSON AND EVERY FAMILY TO MEET LIFE'S CHALLENGES WITH CONFIDENCE. 0 0 2995988 517406 JFCS PROVIDES A HOLISTIC, STRENGTHS-BASED APPROACH TO SERVING INDIVIDUALS AND FAMILIES THROUGH OUR CORE PROGRAM AREAS OF EMPLOYMENT, CLINICAL, OLDER ADULT AND CRISIS MANAGEMENT SERVICES. WE SERVE CHILDREN, ADULTS AND FAMILIES, REFUGEES AND IMMIGRANTS, OLDER ADULTS, FAMILY CAREGIVERS AND PERSONS WITH VARYING ABILITIES. WE BELIEVE OUR CLIENTS ARE THE BEST EXPERTS ON THEIR OWN LIVES AND WE JOIN THEM ON A JOURNEY TO REGAIN CONFIDENCE AND DIRECTION, WHILE ASSISTING THEM IN DEFINING THEIR GOALS AND THE ACTION STEPS NECESSARY TO ACHIEVE THEM. SERVICES PROMOTE INCREASED WELL-BEING, SELF-AWARENESS AND DIRECTION, STABILIZATION AND SAFETY. 2995988 1 1 0 0 0 0 0 0 0 1 1 0 0 1 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 26 0 1 66 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 23 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 KY X X LYNDY ALEXANDER 5024526341 2821 KLEMPNER WAY LOUISVILLE KY 40205 JOSH ABECASSIS BOARD MEMBER 2.00 X 0 0 0 COREY BUCKMAN BOARD MEMBER 2.00 X 0 0 0 BETSY CHANDLER BOARD MEMBER 2.00 X 0 0 0 JOSE DONIS BOARD MEMBER 2.00 X 0 0 0 JIM ENSIGN BOARD MEMBER 2.00 X 0 0 0 MIKE FINE PRESIDENT 2.00 X X 0 0 0 MICHAEL GOLD BOARD MEMBER 2.00 X 0 0 0 JORDAN GREEN BOARD MEMBER 2.00 X 0 0 0 GRACE GREENWELL BOARD MEMBER 2.00 X 0 0 0 AVI HAHN BOARD MEMBER 2.00 X 0 0 0 MELANIE HOUSE-MANSFIELD BOARD MEMBER 2.00 X 0 0 0 JEFF JASNOFF BOARD MEMBER 2.00 X 0 0 0 V FAYE JONES BOARD MEMBER 2.00 X 0 0 0 MICAH JORRISCH BOARD MEMBER 2.00 X 0 0 0 CHAN KEMPER BOARD MEMBER 2.00 X 0 0 0 DAVID KOHN TREASURER 2.00 X X 0 0 0 CARLY MASON BOARD MEMBER 2.00 X 0 0 0 MARK ROTH VICE PRESIDENT 2.00 X X 0 0 0 LINDA SHAPIRO VICE PRESIDENT 2.00 X X 0 0 0 COREY SHAPIRO BOARD MEMBER 2.00 X 0 0 0 ROBIN STRATTON PAST PRESIDENT 2.00 X 0 0 0 HELENE TRAGER-KUSMAN VICE PRESIDENT 2.00 X X 0 0 0 DERWIN WEBB BOARD MEMBER 2.00 X 0 0 0 DAVID FINKE CEO 40.00 X 178996 0 15026 178996 0 15026 1 0 1 0 0 109588 938433 1581987 20460 2630008 CLIENT FEES 900099 508138 508138 508138 203038 203038 761602 721395 40207 40207 40207 38837 109588 50626 -11789 -11789 MISCELLANEOUS INCOME 900099 9268 9268 9268 3378870 517406 0 231456 196703 163264 23604 9835 2083648 1729428 250038 104182 75971 63056 9116 3799 136852 113587 16422 6843 161594 134123 19391 8080 24650 24650 36325 36325 314408 286140 10591 17677 15263 1721 22 13520 52329 37665 4654 10010 98080 81215 1664 15201 87417 70306 13112 3999 20127 16150 1480 2497 16946 7224 6521 3201 2500 2500 102847 82278 15427 5142 50341 41280 7551 1510 CLIENT SERVICES 91596 91596 BAD DEBT 42720 42720 DUES AND SUBSCRIPTIONS 23302 11894 3668 7740 TESTING MATERIALS 16793 16793 9703 3048 6326 329 3660115 2995988 450562 213565 499 516910 2387280 994387 98102 1211945 72140 97566 775 91396 87248 3895672 2291928 1686015 1603744 4032122 4809838 136158 121110 531021 531021 9035508 9973769 1243810 272044 45927 125000 125000 136158 121110 1504968 564081 X 4532529 4509124 2998011 4900564 7530540 9409688 9035508 9973769 -281245 404628 1755765 0 X X 0 1 X 1 1 1 X 2581484 2276192 2241849 3058851 2630008 12788384 2581484 2276192 2241849 3058851 2630008 12788384 2943196 9845188 125278 148499 45064 131690 203038 653569 172 5277 9268 14717 13456670 2115795 0.73160 0.93660 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2707821 2096308 162357 156648 4809838 2134961 661523 88663 2707821 2384219 -194502 54756 2134961 2094509 446583 156873 2384219 2061677 209718 176886 2094509 0.40133 0.20717 0.39150 0 0 543470 543470 2806125 1851966 954159 129042 124784 4258 83263 60291 22972 333772 254887 78885 1603744 EMPLOYEE RETENTION CREDIT RECEIVABLE 531021 531021 DEFERRED COMPENSATION PLAN LIABILITY 121110 121110 X 3758962 404628 404628 3354334 36325 -11789 24536 3378870 3635579 0 3635579 36325 -11789 24536 3660115 PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT FUNDS SUPPORT THE ORGANIZATION'S PROGRAMS AND MISSION TO EXPAND POSSIBILITIES FOR EACH PERSON AND EVERY FAMILY TO MEET LIFE'S CHALLENGES WITH CONFIDENCE. FOR THE YEAR ENDED JUNE 30, 2024, LINE 1B "CONTRIBUTIONS" INCLUDES A RESTATEMENT FOR CERTAIN ASSETS DESIGNATED BY THE BOARD OF DIRECTORS THAT ARE CONSIDERED A PART OF THE ENDOWMENT DUE TO FURTHER ANALYSIS OF THESE FUNDS. PART X, LINE 2: THE ORGANIZATION QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("IRC"); THEREFORE, NO PROVISION FOR FEDERAL OR STATE INCOME TAXES HAS BEEN MADE. THE ORGANIZATION FILES AN INFORMATIONAL RETURN AS REQUIRED BY FEDERAL AND STATE REGULATIONS. ALTHOUGH THE ORGANIZATION IS EXEMPT FROM INCOME TAXES, ANY INCOME GENERATED FROM ACTIVITIES UNRELATED TO ITS EXEMPT PURPOSE IS SUBJECT TO TAX UNDER IRC SECTION 511. THERE WAS NO UNRELATED BUSINESS INCOME FOR THE YEAR ENDED JUNE 30, 2024. AS OF JUNE 30, 2024, THE ORGANIZATION DID NOT HAVE ANY ACCRUED INTEREST OR PENALTIES RELATED TO INCOME TAX LIABILITIES, AND NO INTEREST OR PENALTIES HAVE BEEN CHARGED TO OPERATIONS FOR THE YEARS THEN ENDED. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES -11,789. PART XII, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSES -11,789. MOSAIC 108648 73828 34820 33820 1000 9550 GOLF 34777 30760 4017 636 3174 843 1603 143425 104588 38837 636 3174 34663 1000 11153 50626 -11789 X X 1 0 X X X 0 0 0 0 0 0 0 0 0 DAVID FINKE CEO 178996 0 0 0 0 0 9840 0 5186 0 194022 0 0 0 PART I, LINE 1A JEWISH FAMILY & CAREER SERVICES GROSSED UP HOLIDAY AND YEAR-END BONUSES FOR EMPLOYEES. THE ORGANIZATION ALSO PAID FOR JEWISH COMMUNITY OF LOUISVILLE DUES AND TEMPLE DUES FOR THE CEO. PART I, LINE 3 THE CEO'S PERFORMANCE AND COMPENSATION IS REVIEWED ANNUALLY BY THE BOARD OF DIRECTORS. THIS INCLUDES A COMPENSATION STUDY FROM THE NJHSA (NETWORK OF JEWISH HUMAN SERVICE AGENCIES). THE ORGANIZATION'S ATTORNEY ALSO REVIEWS THE CEO'S EMPLOYMENT AGREEMENT. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE AND BOARD OF DIRECTORS REVIEW A DRAFT OF THE 990 TAX RETURN PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C COMPLIANCE WITH THE ORGANIZATION'S CONFLICT OF INTEREST POLICY IS MONITORED ANNUALLY. ALL INTERESTED PERSONS ARE REQUIRED TO DISCLOSE TO THE BOARD ANY POSSIBLE CONFLICTS OF INTEREST. IN THE EVENT OF A CONFLICT, THE INTERESTED PERSON IS REQUIRED TO RECUSE HIM OR HERSELF FROM DISCUSSIONS OF AND ABSTAIN FROM VOTING ON SUCH MATTERS UNDER CONSIDERATION BY THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 THE CEO'S PERFORMANCE AND COMPENSATION IS REVIEWED ANNUALLY BY THE BOARD OF DIRECTORS. THIS INCLUDES A COMPENSATION STUDY FROM THE NJHSA (NETWORK OF JEWISH HUMAN SERVICE AGENCIES). THE ORGANIZATION'S ATTORNEY ALSO REVIEWS THE EMPLOYMENT AGREEMENT. OTHER OFFICERS AND MANAGEMENT PERSONNEL ARE REVIEWED ON AN ANNUAL BASIS BY THE CEO. FORM 990, PART VI, SECTION C, LINE 18 FORM 990 IS MADE AVAILABLE THROUGH THE ORGANIZATION'S WEBSITE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS ARE NOT REQUIRED DISCLOSURES PER IRC 6104. AS SUCH, THESE DOCUMENTS ARE ONLY MADE AVAILABLE UPON REQUEST AT THE DISCRETION OF THE BOARD OF DIRECTORS. FORM 990, PART XII, LINE 2C: THIS PROCESS HAS NOT CHANGED FROM PRIOR YEARS.