2026-01-27T11:26:23-06:00 2025-06-30 390974031 WEGNER CPAS LLP 2921 LANDMARK PL STE 300 MADISON WI 537134236 990 2024-07-01 390806291 JEWISH FAMILY SERVICES INC JEWI 4143905800 1300 N JACKSON STREET MILWAUKEE WI 53202 DANIEL FLEISCHMAN INTERIM PRESIDENT/CEO 4143905800 2026-01-21 1 1 JENNY TARKOWSKI CPA P00634290 6082744020 2026-01-20 2024 2025-03-06 01:10:19Z DANIEL FLEISCHMAN 1300 N JACKSON STREET MILWAUKEE WI 53202 9222453 0 X JFSMILW.ORG X 1889 WI SEE SCHEDULE O. 12 12 88 163 0 0 5908400 7835434 1171172 959862 363603 411310 23876 8216 7467051 9214822 74957 85603 0 0 5198596 4262239 0 0 368523 1041334 1005520 6314887 5353362 1152164 3861460 16539864 20612264 1656585 1479196 14883279 19133068 X PROVIDE SUPPORTIVE SERVICES THAT WILL STRENGTHEN FAMILIES, CHILDREN, AND INDIVIDUALS THROUGHOUT THE LIFE CYCLE WITHIN THE CONTEXT OF THEIR UNIQUE NEEDS AND TRADITIONS. 0 0 2227565 79673 649570 MENTAL HEALTH SERVICES - THE ORGANIZATION PROVIDES OUTPATIENT MENTAL HEALTH SERVICES TO ADULTS, CHILDREN, AND FAMILIES. SERVICES INCLUDE INDIVIDUAL, FAMILY, AND CHILD COUNSELING; SCHOOL-BASED COUNSELING PROVIDED ON-SITE IN SEVEN AREA SCHOOLS; PSYCHIATRIC MEDICATION MANAGEMENT INTEGRATED WITH THERAPY; GRIEF COUNSELING; AND MENTAL HEALTH SERVICES FOR HOMEBOUND SENIORS. TRAUMA-INFORMED SERVICES ARE PROVIDED TO SURVIVORS OF SEXUAL ASSAULT, DOMESTIC VIOLENCE, AND HUMAN TRAFFICKING, INCLUDING CULTURALLY SPECIFIC SERVICES FOR JEWISH SURVIVORS DELIVERED IN PARTNERSHIP WITH COMMUNITY ORGANIZATIONS. THE ORGANIZATION ALSO OPERATES A MENTAL HEALTH PROFESSIONAL TRAINEE PROGRAM PROVIDING SUPERVISED CLINICAL TRAINING AND INTERNSHIP PLACEMENTS FOR BACHELOR'S-, MASTER'S-, AND PHD-LEVEL STUDENTS. 1538065 5930 310292 SUPPORTIVE AND CASE MANAGEMENT SERVICES - THE ORGANIZATION PROVIDES CASE MANAGEMENT AND SUPPORTIVE SERVICES TO INDIVIDUALS AND FAMILIES EXPERIENCING DISABILITY, MENTAL ILLNESS, SUBSTANCE USE DISORDERS, AGING-RELATED CHALLENGES, POVERTY, AND DISPLACEMENT. SERVICES INCLUDE DISABILITY CASE MANAGEMENT AND REPRESENTATIVE PAYEE SERVICES; CULTURALLY INFORMED SERVICES FOR RUSSIAN-SPEAKING OLDER ADULTS AND HOLOCAUST SURVIVORS; JEWISH COMMUNITY CASE MANAGEMENT AND ADVOCACY; AND EMERGENCY ASSISTANCE AND CASE MANAGEMENT FOR JEWISH INDIVIDUALS AND RECENT UKRAINIAN IMMIGRANTS. ADDITIONAL SERVICES INCLUDE SUPPORTIVE SERVICES FOR ADULTS WITH SERIOUS MENTAL ILLNESS, COMMUNITY-BASED EDUCATIONAL AND SOCIAL PROGRAMS SUPPORTING HOUSING STABILITY, AND COMPREHENSIVE COMMUNITY SERVICES (CCS), A VOLUNTARY COMMUNITY-BASED PROGRAM FOR CHILDREN AND YOUNG ADULTS WITH MENTAL HEALTH OR SUBSTANCE USE NEEDS. 3765630 1 1 0 0 0 0 0 0 1 1 1 0 0 1 0 0 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 24 0 88 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 WI X DANIEL FLEISCHMAN 4143905800 1300 N JACKSON STREET MILWAUKEE WI 53202 JASON STEIGMAN CHAIR 2.00 X X 0 0 0 RANDY NELSON TREASURER 1.00 X X 0 0 0 MARJORIE RUCKER SECRETARY 1.00 X X 0 0 0 ADAM WITKOV IMMEDIATE PAST CHAIR 1.00 X 0 0 0 PAUL BERNSTEIN MD DIRECTOR 1.00 X 0 0 0 HANNAH DUGAN DIRECTOR 1.00 X 0 0 0 ADAM FINKEL DIRECTOR 1.00 X 0 0 0 JILL GOLDSTEIN DIRECTOR 1.00 X 0 0 0 JASON LEVIN DIRECTOR 1.00 X 0 0 0 PHIL NATKINS DIRECTOR 1.00 X 0 0 0 CASEY RENN DIRECTOR 1.00 X 0 0 0 JOHN A YOPPS PRESIDENT/CEO 40.00 X 207290 0 2105 JOSEPH SYKORA CFO 40.00 X 112748 0 1127 320038 0 3232 2 0 1 0 0 687092 58678 4589232 2500432 7835434 PROGRAM-RELATED INTERE 531390 359595 359595 FAMILY COUNSELING 624100 310292 310292 NON-CLINICAL SERVICES 624100 289975 289975 959862 166210 166210 245100 0 245100 245100 245100 0 58678 7631 -7631 -7631 15847 15847 15847 9214822 959862 0 419526 85603 85603 347741 347741 3359969 2785817 311588 262564 25630 20293 2726 2611 243203 191784 26744 24675 285696 218664 48370 18662 50349 50349 43600 43600 90206 90206 140513 38918 75400 26195 19828 3291 14322 2215 131050 72558 50510 7982 20968 16066 3697 1205 78705 64514 10266 3925 26306 25932 323 51 26427 9644 16783 66359 44028 19455 2876 141084 88829 45535 6720 34785 26407 6817 1561 MAINTENANCE 55635 44070 8688 2877 MEMBERSHIP DUES 20807 2057 17588 1162 PUBLICATIONS 6379 522 4473 1384 52519 26633 24028 1858 5353362 3765630 1219209 368523 21229 14761 1860725 1598125 730686 602469 183641 100801 103944 113978 4643406 3507064 1266588 1136342 12373051 17045788 16539864 20612264 429083 332432 6736 6041 1220766 1140723 1656585 1479196 X 7249508 11178463 7633771 7954605 14883279 19133068 16539864 20612264 3861460 388329 0 X 0 1 X 1 1 1 X 5934402 5640076 6080179 5908400 7835434 31398491 5934402 5640076 6080179 5908400 7835434 31398491 7893183 23505308 148618 125033 166210 439861 31838352 5871838 0.73830 0.63970 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 2144260 9785 72394 68585 2157854 2083510 8140 69631 17021 2144260 1901752 101830 162645 82717 2083510 1692364 400018 -157229 33401 1901752 1418216 250 310419 36521 1692364 0.18112 0.81888 0.00000 1 0 373982 373982 2994571 2323616 670955 1274853 1183448 91405 1136342 RELATED-PARTY RECEIVABLE 9679051 BENEFICIAL INTEREST IN ASSETS HELD BY JEWISH COMMUNITY FOUNDATION 7366737 17045788 PART IV, LINE 2B: CERTAIN INDIVIDUALS HAVE DEPOSITED FUNDS IN TRUST ACCOUNTS MAINTAINED FOR THEIR BENEFIT. THESE FUNDS ARE HELD BY THE AGENCY IN ACCOUNTS SEPARATE FROM THE MAIN OPERATING ACCOUNT. THE FUNDS ARE USED TO PAY PERSONAL EXPENSES OF THE INDIVIDUALS. IF AN INDIVIDUAL ELECTS TO NO LONGER HAVE THE AGENCY HOLD THEIR FUNDS, THE BALANCE REMAINING IN THE ACCOUNT IS RETURNED. PART V, LINE 4: THE AGENCY'S ENDOWMENT CONSISTS OF TWELVE FUNDS ESTABLISHED TO SUPPORT PROGRAMS AND THE AGENCY'S MISSION. WOODALE OPENING 58678 58678 7631 58678 58678 7631 7631 -7631 1 CASH & OTHER ASSISTANCE TO INDIGENTS 104 85603 PART I, LINE 2: THE ORGANIZATION MAINTAINS COPIES OF ALL DOCUMENTATION REGARDING DISBURSEMENT OF MONIES TO ANYONE. THE RECIPIENT'S ELIGIBILITY SUBSTANTIATION IS KEPT WITH THE DISBURSEMENT DOCUMENTATION AND IS RETAINED BASED ON THE AGENCY'S RECORD RETENTION POLICY. DURING MONTHLY CLOSE, STAFF MONITOR THE AMOUNT OF FUNDS THAT ARE BEING EXPENDED AND REQUEST MORE FUNDS AS NECESSARY. QUARTERLY REPORTS ARE ALSO DUE TO THE FUNDING SOURCE STATING THE AMOUNT OF FUNDS EXPENDED AND HOW MANY INDIVIDUALS RECEIVED ASSISTANCE. X 0 0 0 0 0 0 0 0 0 JOHN A YOPPS PRESIDENT/CEO 182290 0 25000 0 0 0 2105 0 0 0 209395 0 0 0 FORM 990, PART 1, LINE 1 TO PROVIDE SOCIAL SERVICES TO THE JEWISH AND GREATER COMMUNITY; TO CONTRIBUTE TO THE WELL BEING OF THE GENERAL PUBLIC; TO ADMINISTER SERVICES TO STRENGTHEN FAMILY LIFE; TO PROMOTE HEALTHY PERSONALITY DEVELOPMENT AND SATISFACTORY SOCIAL FUNCTIONING OF INDIVIDUALS AND FAMILIES; AND TO IMPLEMENT SUCH PURPOSES BY PROVIDING COUNSELING SERVICES, SOCIAL SERVICES AND EDUCATIONAL PROGRAMS TO INDIVIDUALS FAMILIES AND GROUPS, AND BY ADVOCATING THE IMPROVEMENT OF SOCIAL CONDITIONS AND THE ESTABLISHMENT OF QUALITY SOCIAL WELFARE AND TREATMENT SERVICES. FORM 990, PART VI, SECTION B, LINE 11B A FINAL REVIEW OF THE FORM 990 IS PERFORMED BY THE AGENCY'S CHIEF FINANCIAL OFFICER PRIOR TO FILING. THE REVIEWED COPY IS SUBMITTED TO THE PRESIDENT/CEO AND ALL MEMBERS OF THE FINANCE COMMITTEE FOR REVIEW PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. THE CHIEF FINANCIAL OFFICER PRESENTS A DRAFT OF THE FORM 990 AS WELL AS INFORMATION ON ANY SIGNIFICANT CHANGES AND OTHER PERTINENT ISSUES. ANY CHANGES REQUESTED BY THE COMMITTEE ARE DOCUMENTED AND INCORPORATED INTO THE FINAL RETURN. THE PRESIDENT/CEO OFFERS A COPY OF THE FINAL VERSION OF THE FORM 990 TO EACH BOARD MEMBER ONCE ITS BEEN FILED. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, EACH OFFICER, BOARD MEMBER, KEY EMPLOYEE, AND KEY MANAGER IS REQUIRED TO COMPLETE AN "ANNUAL CONFLICT OF INTEREST STATEMENT" THAT ACKNOWLEDGES THAT HE/SHE HAS READ, UNDERSTOOD AND AGREED TO COMPLY WITH THE AGENCY'S CONFLICT OF INTEREST POLICY, AFFIRMS THAT NEITHER THE PERSON NOR AN IMMEDIATE FAMILY MEMBER HAS PARTICIPATED IN ANY CONFLICT OF INTEREST ACTIVITY, AND AGREES TO NOTIFY THE BOARD OF ANY CONFLICT SITUATIONS THAT MAY ARISE. THE BOARD CHAIR IS RESPONSIBLE FOR ENSURING THAT ALL AFFECTED PARTIES COMPLETE THE REQUIRED FORMS. THESE FORMS ARE REVIEWED BY THE BOARD CHAIR, PRESIDENT/CEO AND CHIEF FINANCIAL OFFICER WHO ARE JOINTLY RESPONSIBLE FOR ONGOING MONITORING OF AND REPORTING TO THE BOARD OF DIRECTORS ON COMPLIANCE ISSUES. DETERMINATIONS REGARDING A TRANSACTION INVOLVING A POTENTIAL OR ACTUAL CONFLICT OF INTEREST ARE MADE BY EITHER THE BOARD OR THE EXECUTIVE COMMITTEE OF THE BOARD. PERSONS WITH THE POTENTIAL CONFLICT MUST LEAVE THE MEETING DURING THE DISCUSSION AND NOT VOTE ON THE TRANSACTION INVOLVING THE POSSIBLE CONFLICT OF INTEREST. PROVISIONS OF THE AGENCY'S CONFLICT OF INTEREST POLICY REQUIRE THAT ALL TRANSACTIONS IN EXCESS OF $1,000 INVOLVING A CONFLICT OF INTEREST REQUIRE THE PRIOR DISCLOSURE TO AND CONSENT OF THE BOARD OF DIRECTORS, OR ITS EXECUTIVE COMMITTEE, AS NEEDED. TRANSACTIONS OF LESS THAN $1,000 THAT MAY OR DO INVOLVE A CONFLICT OF INTEREST MUST BE REPORTED TO THE BOARD OF DIRECTORS WITHIN SIX MONTHS AFTER THE TRANSACTION AS INFORMATION ONLY. TRANSACTIONS OF LESS THAN $1,000 ARE REPORTED SEMI-ANNUALLY TO THE BOARD OF DIRECTORS AT THEIR MEETINGS IN FEBRUARY AND AUGUST. ALL OTHER STAFF AND CONSULTANTS ARE PROHIBITED FROM ENGAGING IN ANY TRANSACTION INVOLVING A CONFLICT OF INTEREST WITHOUT THE CONSENT OF THE BOARD OF DIRECTORS. AS SUCH, THEY ARE SUBJECT TO THE RULES DESCRIBED ABOVE REGARDING DISCLOSURE ALONG WITH PRIOR APPROVAL AND/OR REPORTING OF TRANSACTIONS INVOLVING A CONFLICT OF INTEREST. IF A CONFLICT EXISTS AND THE CONFLICT WARRANTS THE REMOVAL OF THE DIRECTOR OR OFFICER FROM THEIR POSITION, THE BYLAWS AFFORD THE EXECUTIVE COMMITTEE WITH THE AUTHORITY TO DO SO. FORM 990, PART VI, SECTION B, LINE 15 UNDER THE BYLAWS OF THE ORGANIZATION, THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS IS RESPONSIBLE FOR ESTABLISHING THE COMPENSATION PACKAGE OF THE AGENCY'S PRESIDENT/CEO WHO IS THE AGENCY'S TOP MANAGEMENT OFFICIAL. THE COMPENSATION OF THE AGENCY'S CHIEF FINANCIAL OFFICER IS ESTABLISHED BY THE AGENCY'S PRESIDENT/CEO AS PART OF THE ANNUAL BUDGET PROCESS OR AT THE TIME OF HIRING AFTER REVIEW OF RELEVANT LOCAL MARKET DATA IS OBTAINED BY THE AGENCY'S HUMAN RESOURCE DIRECTOR. 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. JFS HOUSING INC 1300 NORTH JACKSON STREET MILWAUKEE WI 53202 261786285 TO SUPPORT JEWISH FAMILY SERVICES, INC. WI 501(C)(3) LINE 12A, I JEWISH FAMILY SERVICES INC 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 1 0 0 JFS HOUSING INC Q 9679051 BOOK VALUE