Form 990 for tax year 2023

Filed by JEWISH FAMILY SERVICE OF THE DESERT.

Totals

Total revenue: $2,766,232
Total expenses: $2,969,455
Contributions and grants received: $2,137,246
Grants paid: $0
Program service revenue: $527,504
Investment income: $134,572
Other revenue: -$33,090
Total assets, end of year: $2,476,999
Total liabilities, end of year: $559,349
Net assets or fund balances, end of year: $1,917,650
Program services expenses (Part IX): $2,715,442
Management and general expenses: $107,445
Fundraising expenses: $146,568
Program service expenses (Part III): $2,715,442

Program services were 91.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

1c · Fundraising events

$713,441
1e · Government grants (contributions)

$105,000
1f · All other contributions, gifts and grants

$1,318,805
1g · Noncash contributions included above

$39,367
2a · Program service revenue: CLIENT FEES

total $527,504 · related or exempt $527,504
3 · Investment income

total $78,368 · excluded $78,368
7a · Gross sales of assets other than inventory

securities $1,048,473
7b · Less cost or other basis and sales expenses

securities $992,269
7c · Gain or loss

securities $56,204
7d · Net gain or loss

total $56,204 · related or exempt $56,204
8a · Fundraising events: gross income

$55,440
8a · Fundraising events: contributions included on line 1c

$713,441
8b · Fundraising events: direct expenses

$88,530
8c · Net income from fundraising events

total -$33,090

Functional expenses

Part IX, the statement of functional expenses.

5 · Compensation of officers, directors and key employees

total $176,069 · program services $156,525 · management and general $19,544
7 · Other salaries and wages

total $1,365,605 · program services $1,259,230 · management and general $47,036 · fundraising $59,339
8 · Pension plan contributions

total $80,177 · program services $72,961 · management and general $4,009 · fundraising $3,207
9 · Other employee benefits

total $106,428 · program services $96,850 · management and general $5,321 · fundraising $4,257
10 · Payroll taxes

total $128,282 · program services $116,737 · management and general $6,414 · fundraising $5,131
11b · Fees: legal

total $250 · management and general $250
11c · Fees: accounting

total $10,000 · program services $9,100 · management and general $500 · fundraising $400
11e · Fees: professional fundraising services

total $58,750 · fundraising $58,750
11g · Fees: other

total $11,220 · program services $10,210 · management and general $673 · fundraising $337
12 · Advertising and promotion

total $9,562 · program services $8,501 · management and general $411 · fundraising $650
13 · Office expenses

total $43,437 · program services $38,615 · management and general $1,868 · fundraising $2,954
16 · Occupancy

total $121,489 · program services $108,004 · management and general $5,224 · fundraising $8,261
19 · Conferences, conventions and meetings

total $6,277 · management and general $6,277
22 · Depreciation, depletion and amortization

total $7,265 · program services $6,459 · management and general $312 · fundraising $494
23 · Insurance

total $19,663 · program services $17,480 · management and general $846 · fundraising $1,337
24a · Other expenses: MENTAL HEALTH

total $257,845 · program services $257,845
24b · Other expenses: CASE MANAGEMENT

total $216,008 · program services $216,008
24c · Other expenses: CLIENT ASSISTANCE

total $148,094 · program services $148,094
24d · Other expenses: PROGRAM EXPENSES

total $94,198 · program services $94,198
24e · All other expenses

total $108,836 · program services $98,625 · management and general $8,760 · fundraising $1,451

Balance sheet

Part X, book values.

1 · Cash, non-interest-bearing

beginning of year $260 · end of year $260
2 · Savings and temporary cash investments

beginning of year $397,124 · end of year $279,757
4 · Accounts receivable

beginning of year $68,715 · end of year $115,949
9 · Prepaid expenses and deferred charges

beginning of year $21,169 · end of year $22,340
10a · Land, buildings and equipment: cost or other basis

$84,203
10b · Land, buildings and equipment: accumulated depreciation

$62,359
10c · Land, buildings and equipment, net

beginning of year $17,713 · end of year $21,844
11 · Investments: publicly traded securities

beginning of year $1,816,703 · end of year $1,651,025
15 · Other assets

beginning of year $476,464 · end of year $385,824
17 · Accounts payable and accrued expenses

beginning of year $99,224 · end of year $90,884
25 · Other liabilities

beginning of year $555,066 · end of year $468,465
27 · Net assets without donor restrictions

beginning of year $1,641,745 · end of year $1,532,413
28 · Net assets with donor restrictions

beginning of year $502,113 · end of year $385,237

Mission and programs · 2023

Mission

Activities or mission (Part I)

TO PROVIDE FOR THE SOCIAL SERVICE NEEDS OF THE JEWISH AND GENERAL COMMUNITY THROUGHOUT THE GREATER COACHELLA VALLEY WITH A COMMITMENT TO PROMOTE THE WELL BEING OF PERSONS OF ALL AGES, INCOME AND LIFESYTLES. IT ACCOMPLISHES ITS PURPOSE BY MAKING AVAILABLE COUNSELING SERVICES IN ADDITION TO FINANCIAL AID IN TIMES OF NEED. ITS SOURCES OF INCOME CONSISTS OF AN ALLOCATION FROM THE JEWISH FEDERATION OF THE DESERT, COUNSELING FEES FROM CLIENTS, GRANTS, SPECIAL EVENTS AND DONATIONS AND AS SUCH, IT IS SUBJECT TO VARIOUS MARKET CONDITIONS, WHICH WOULD AFFECT THOSE REVENUES FROM TIME TO TIME.

PROVIDED COUNSELING SERVICES, CASE MANAGEMENT, INFORMATION AND REFERRAL SUPPORT AND THERAPY GROUPS, ALL TO THE RESIDENTS OF THE COACHELLA VALLEY ON A NON-SECTARIAN BASIS. THIS INCLUDES COUNSELING SERVICES FOR PALM SPRINGS UNIFIED AND DESERT SANDS UNIFIED SCHOOL DISTRICTS' ELEMENTARY SCHOOLS. JFS PROVIDED DIRECT SERVICES TO MORE THAN 2,650 MEN, WOMEN, AND CHILDREN IN NEED.

Expenses $2,511,609
JFS OFFERS MANY ADDITIONAL PROGRAMS THAT BENEFIT COACHELLA VALLEY RESIDENTS. FOR INSTANCE: THROUGH GENEROUS GRANTS PROVIDED BY BIGHORN CARES, THE CALIFORNIA DEPARTMENT OF SOCIAL SERVICES, CITIES OF INDIAN WELLS, INDIO, PALM DESERT AND RANCHO MIRAGE, COACHELLA VALLEY WELLNESS FOUNDATION, MORONGO BAND OF MISSION INDIANS, PACIFIC WESTERN BANK, SCAN HEALTHCARE, STATER BROS. CHARITIES, AND PROVIDEDONORS, ABOUT 203,900 IN FUNDS WERE DISBURSED FOR EMERGENCY NEEDS FOR THOSE WITHLOW INCOMES. DISBURSEMENTS WERE MADE DIRECTLY TO VENDORS FOR NECESSITIES SUCH AS OVERDUERENT AND UTILITIES, FOOD AND MEDICATIONS. THE LETS DO LUNCH (LDL) PROGRAM CONTINUES TO OFFER IN-PERSON PROGRAMMING DESIGNED TO SIGNIFICANTLY REDUCE SENIOR ISOLATION AND THE CONFOUNDING DELETERIOUS EFFECTS KNOWN TO BE ASSOCIATED WITH BEING OR FEELING ALONE. ALL SIX LOCATIONS CONTINUE TO OPERATE, OFFERING ONCE-MONTHLY OR TWICE- MONTHLY PROGRAMMING, AND PROGRAM FUNCTIONS SUCH AS THE QUARTERLY DISTRIBUTIONOF A GERIATRIC DEPRESSION SCALE (GDS) TO CHECK CLIENT MOOD AND CONNECTIONS TO OTHER JFS SERVICES AS WELL AS TO SERVICES PROVIDED BY OTHER AGENCIES CONTINUE. WHILE A SMALL NUMBER OF CLIENTS CONTINUE TO WEAR MASKS, FEARS OVER COVID OR ANY OTHER COMMUNICABLE DISEASE SEEM TO BE WANING IN THIS CLIENT POPULATION. CAFE EUROPA, THE ONCE-MONTHLY EDUCATIONAL AND SOCIALIZATION PROGRAM FOR LOCAL HOLOCAUST SURVIVORS ALSO CONTINUES TO BE OFFERED IN-PERSON AT THE JEWISH FEDERATION OF THE DESERT OFFICE. ALTHOUGH THE TOLERANCE EDUCATION CENTER HAS REOPENED, IT IS CURRENTLY BEING RUN BY A LOSANGELES-BASED CONSULTING TEAM WHO HAS MADE LITTLE OUTREACH TO THE LOCAL COMMUNITY. A SMALL NUMBER OF VOLUNTEERS FROM THE JFS AUXILIARY CONTINUE TO ASSIST THE AGENCYS DIRECTOR OF COMMUNITY OUTREACH TO COORDINATE PROGRAMMING, AND SPECIAL EVENTS ON HANUKKAH, PURIM, AND PASSOVER CONTINUE TO BE HELD AT TEMPLE SINAI IN PALM DESERT. DURING THE REPORTING TIME PERIOD, A SIGNIFICANT GRANT FROM THE CALIFORNIA DEPARTMENT OF SOCIAL SERVICES WAS AWARDED, ALLOWING JFS TO OFFER SUBSTANTIAL FINANCIAL ASSISTANCE TO CAFE EUROPA MEMBERS (HOLOCAUST SURVIVORS) THROUGH JUNE, 2025 FOR ITEMS SUCH AS HEALTHCARE, DURABLE MEDICAL EQUIPMENT, DENTAL, IN-HOME SUPPORT SERVICES, FOOD, RENTAL/MORTGAGE ASSISTANCE, UTILITY PAYMENTS, AND CASE MANAGEMENT SERVICES. IN ANSWER TO REQUESTS FOR SUPPORT FOR LOCAL CHILDREN OF HOLOCAUST SURVIVORS, CAFE EUROPA 2.0, A MONTHLY LIVE EVENT TAKING PLACE AT THE JEWISH FEDERATION OF THE DESERT, WAS INITIATED. THE PROGRAM OFFERS AN OPPORTUNITY FOR CLIENTS TO ENGAGE WITH THOSE WHO MAY HAVE SIMILAR EXPERIENCES GROWING UP WITH A PARENT OR PARENTS WHO ARE HOLOCAUST SURVIVORS, SHARING STORIES, RESOURCES, AND SUPPORT. AFTER SUSPENDING THE PROGRAM IN RESPONSE TO THE COVID PANDEMIC, THE JFS EXPRESS VOLUNTEER TRANSPORTATION PROGRAM WAS RELAUNCHED. TRANSPORTATION CONTINUES TO BE A BURDEN FOR MANY COACHELLA VALLEY RESIDENTS, ESPECIALLY SENIORS, DESPITE THE PROVISION OF TRANSPORTATION ASSISTANCE BY SEVERAL INSURANCE PROVIDERS. JFS CONTINUED ITS ONCE-MONTHLY VOLUNTEER-DRIVEN FOOD DISTRIBUTION PROGRAM IN PARTNERSHIP WITH FIND FOOD BANK. ON THE FIRST FRIDAY OF EACH MONTH, FIND DELIVERS FOOD BOXES AND FRESH PRODUCE TO JFS, AND VOLUNTEERS PACK THEIR CARS WITH THE FOOD ITEMS AND DELIVER THEM TO JFS CLIENTS AT SEVERAL LOCATIONS THROUGHOUT THE COACHELLA VALLEY. THERE IS NO CHARGE TO JFS CLIENTS, AND THIS WELL-RECEIVED PROGRAM WILL EXPAND COMMENSURATE WITH THE RECRUITMENT OF ADDITIONAL VOLUNTEERS. THIS IS A USDA PROGRAM WITH STRICT CLIENT REQUIREMENTS, BUT JFS MAKES EVERY EFFORT TO OFFER NEEDED FOOD SUPPORT FOR CLIENTS. THE JFS COUNSELING PROGRAMS CLIENT SCHEDULING PARADIGM WAS AMENDED TO ENSURE THE ABILITY TO PROVIDE EXISTING CLIENTS WITH A CLINICALLY- APPROPRIATE NUMBER OF AVAILABLE APPOINTMENTS, REDUCING THE NUMBER OF UNDUPLICATED COUNSELING CLIENTS SEEN. THE MOVE, THOUGH, IMPROVES THE CLINICAL SERVICE OFFERED BY THE AGENCY AS WELL AS REINFORCING THE NEED TO CONTINUE ALL EFFORTS TO INCREASE THE AGENCYS CLINICAL BANDWIDTH. IN ORDER TO ADDRESS THE NEED TO INCREASE CLINICAL BANDWIDTH IN THE FACE OF THERAPIST RECRUITING CHALLENGES, THE JFS CLINICAL INTERN PROGRAM HAS BEEN REINITIATED UNDER THE TITLE, INCREASING CURRENT AND FUTURE ACCESS TO MENTAL HEALTH SERVICES. THIS PROGRAM UTILIZES SUPERVISED INTERNS TO PROVIDE NO-COST COUNSELING TO AGENCIES WITH WHOM JFS IS COLLABORATING. DURING THE REPORTING PERIOD, JFS PARTNERED WITH FIFTEEN LOCAL AGENCIES TO OFFER THEIR CLIENTS NO-COST COUNSELING AND ACCELERATED SCHEDULING. THESE AGENCIES INCLUDE, THE DESERT CANCER FOUNDATION, FAMILY HEALTH & SUPPORT NETWORK, YMCA OF THE DESERT, MIZELL CENTER, DESERT HOT SPRINGS SENIOR CENTER, VARIETY CHILDRENS CHARITY OF THE DESERT, NEURO VITALITY CENTER, DAP/BORREGO HEALTH, ELDER LOVE USA, SEIDEN-JUKU, REFUGE PREGNANCY CENTER, SOCAL ADAPTIVE SPORTS, ALZHEIMERS COACHELLA VALLEY, ALZHEIMERS ASSOCIATION OF THE COACHELLA VALLEY, AND ONEFUTURE COACHELLA VALLEY. JFS STAFF MEMBERS CONTINUE TO PARTICIPATE IN COMMUNITY EFFORTS TO IMPROVE BEHAVIORAL HEALTH ANDSENIOR SERVICES. THE JFS DIRECTOR OF COMMUNITY OUTREACH SERVES AS THE CHAIR OF THE LOCAL SENIOR COLLABORATIVE (A GROUP OF AGENCIES PROVIDING SERVICES TO SENIORS), AND THE EXECUTIVE DIRECTOR SERVES AS THE CO-CHAIR OF THE EXPANDING ACCESS SECTION OF THE COACHELLA VALLEY BEHAVIORAL HEALTH COLLECTIVE, AND HE SITS ON THE STEERING COMMITTEE FOR THE COACHELLA VALLEY RESOURCE COLLABORATIVE (A GROUP OF SERVICE PROVIDERS COORDINATED BY MOLINA HEALTHCARE) AND ON ADVISORY BOARDS FOR JEWISH FAMILY SERVICE OF SAN DIEGO AND THE RIVERSIDE COUNTY TRANSPORTATION REIMBURSEMENT AND INFORMATION PROJECT (TRIP). JFS CONTINUES TO PROVIDE NEEDED COMMUNITY SERVICES, PREVENTING HOMELESSNESS AND IMPROVING THE QUALITY OF LIFE FOR THOUSANDS OF LOCAL RESIDENTS ANNUALLY.

Expenses $203,833

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

KRAIG JOHNSON

EXECUTIVE DI

Total calculated

$133,792

From this org

$105,897

From related orgs

$0

Other

$27,895

Hours/week

40
JAMES MANALAD

DIR. FIN&ACC

Total calculated

$107,482

From this org

$70,171

From related orgs

$0

Other

$37,311

Hours/week

40
JOANNE CHUNOWITZ

PRESIDENT

Total calculated

$0

Hours/week

25
AUDREY BERSTEIN

CO-VICE PRES

Total calculated

$0

Hours/week

25
GAIL SCADRON

CO-VICE PRES

Total calculated

$0

Hours/week

25
LEE ERWIN

BOARD SECRET

Total calculated

$0

Hours/week

25
BARRY KAUFMAN

TREASURER

Total calculated

$0

Hours/week

25
AVIVA SNOW

IMMED PAST P

Total calculated

$0

Hours/week

25
OSCAR G ARMIJO

DIRECTOR

Total calculated

$0

Hours/week

25
MICHELLE CARAFIOL

DIRECTOR

Total calculated

$0

Hours/week

25
DEBRA CARRINGTON

DIRECTOR

Total calculated

$0

Hours/week

25
BOB CARUSO

DIRECTOR

Total calculated

$0

Hours/week

25
JERRY FOGELSON

DIRECTOR

Total calculated

$0

Hours/week

25
LOREN FRIEND

DIRECTOR

Total calculated

$0

Hours/week

25
BOB GOODFRIEND

DIRECTOR

Total calculated

$0

Hours/week

25
JAN GORDON

DIRECTOR

Total calculated

$0

Hours/week

25
NANCY LEVINE

DIRECTOR

Total calculated

$0

Hours/week

25
RENEE MAYER

DIRECTOR

Total calculated

$0

Hours/week

25
MERI NIELSEN

DIRECTOR

Total calculated

$0

Hours/week

25

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type: form_990
Tax year: 2023
Filed: 18 December 2024
IRS schema version: 2023v5.0
Source object: 202433539349300318

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