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Nonprofiteer
← JEWISH FAMILY SERVICE OF SILICON VALLEY

Form 990 for tax year 2022

Filed by JEWISH FAMILY SERVICE OF SILICON VALLEY.

What the amendment changed

Compared with the return it replaced , filed 15 May 2024. matched by us Only the return's totals, a 990-PF's accounting method and the names listed in Part VII (Part VIII on a 990-PF) are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Total revenue
$8,417,771 changed to $8,446,966
Total expenses
$6,148,071 changed to $6,154,688
Contributions and grants received
$8,375,213 changed to $8,375,214
Grants paid
$2,405,948 changed to $2,346,370
Investment income
$0 changed to $29,194
Total assets, end of year
$4,414,574 changed to $4,745,599
Total liabilities, end of year
$361,055 changed to $703,946
Net assets or fund balances, end of year
$4,053,519 changed to $4,041,653
Program services expenses
$5,004,842 changed to $4,747,759
Management and general expenses
$884,374 changed to $1,148,074
Program service expenses (Part III)
$5,004,842 changed to $4,747,759

Totals

Total revenue
$8,446,966
Total expenses
$6,154,688
Contributions and grants received
$8,375,214
Grants paid
$2,346,370
Program service revenue
$42,558
Investment income
$29,194
Other revenue
$0
Total assets, end of year
$4,745,599
Total liabilities, end of year
$703,946
Net assets or fund balances, end of year
$4,041,653
Program services expenses (Part IX)
$4,747,759
Management and general expenses
$1,148,074
Fundraising expenses
$258,855
Program service expenses (Part III)
$4,747,759

Program services were 77.1% 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

    $145,827

  • 1e · Government grants (contributions)

    $5,311,998

  • 1f · All other contributions, gifts and grants

    $2,917,389

  • 1g · Noncash contributions included above

    $87,636

  • 2a · Program service revenue: Program Fees

    total $42,558 · related or exempt $42,558

  • 3 · Investment income

    total $29,358 · excluded $29,358

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6d · Net rental income or loss

    total $0

  • 7a · Gross sales of assets other than inventory

    securities $103,637

  • 7b · Less cost or other basis and sales expenses

    securities $103,801

  • 7c · Gain or loss

    securities -$164

  • 7d · Net gain or loss

    total -$164 · excluded -$164

  • 8a · Fundraising events: gross income

    $33,930

  • 8a · Fundraising events: contributions included on line 1c

    $145,827

  • 8b · Fundraising events: direct expenses

    $33,930

  • 8c · Net income from fundraising events

    total $0

  • 9c · Net income from gaming

    total $0

  • 10c · Net income from sales of inventory

    total $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $0

  • 2 · Grants to domestic individuals

    total $2,346,370 · program services $2,346,370

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $330,716 · program services $241,336 · management and general $64,474 · fundraising $24,906

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $2,245,736 · program services $1,719,686 · management and general $354,317 · fundraising $171,733

  • 8 · Pension plan contributions

    total $15,873 · program services $7,056 · management and general $7,767 · fundraising $1,050

  • 9 · Other employee benefits

    total $225,403 · program services $75,181 · management and general $138,596 · fundraising $11,626

  • 10 · Payroll taxes

    total $197,666 · program services $163,121 · management and general $30,682 · fundraising $3,863

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $29,970 · program services $11,389 · management and general $18,581

  • 11c · Fees: accounting

    total $150,800 · management and general $150,800

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $2,070 · program services $5 · management and general $713 · fundraising $1,352

  • 11g · Fees: other

    total $194,683 · program services $16,043 · management and general $159,802 · fundraising $18,838

  • 12 · Advertising and promotion

    total $5,810 · program services $90 · management and general $2,715 · fundraising $3,005

  • 13 · Office expenses

    total $137,506 · program services $56,337 · management and general $67,850 · fundraising $13,319

  • 14 · Information technology

    total $37,237 · program services $14,782 · management and general $21,318 · fundraising $1,137

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $108,136 · program services $68,636 · management and general $33,714 · fundraising $5,786

  • 17 · Travel

    total $8,526 · program services $4,492 · management and general $3,824 · fundraising $210

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $11,590 · program services $2,084 · management and general $9,195 · fundraising $311

  • 20 · Interest

    total $2,345 · program services $1,804 · management and general $443 · fundraising $98

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $29,684 · program services $19,347 · management and general $9,283 · fundraising $1,054

  • 23 · Insurance

    total $8,374 · management and general $7,807 · fundraising $567

  • 24a · Other expenses: Other Grants Expenses

    total $66,193 · management and general $66,193

  • 24e · All other expenses

    total $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $429,323 · end of year $809,593

  • 2 · Savings and temporary cash investments

    beginning of year $533,022 · end of year $2,070,590

  • 3 · Pledges and grants receivable

    beginning of year $670,265 · end of year $1,000,625

  • 4 · Accounts receivable

    end of year $3,706

  • 5 · Loans and receivables from officers and key people

    end of year $0

  • 6 · Loans and receivables from disqualified persons

    end of year $0

  • 7 · Other notes and loans receivable

    end of year $0

  • 8 · Inventories for sale or use

    beginning of year $6,345 · end of year $3,210

  • 9 · Prepaid expenses and deferred charges

    beginning of year $24,928 · end of year $63,626

  • 10a · Land, buildings and equipment: cost or other basis

    $40,391

  • 10b · Land, buildings and equipment: accumulated depreciation

    $30,667

  • 10c · Land, buildings and equipment, net

    beginning of year $14,253 · end of year $9,724

  • 11 · Investments: publicly traded securities

    end of year $0

  • 12 · Investments: other securities

    beginning of year $241,067 · end of year $412,460

  • 13 · Investments: program-related

    end of year $0

  • 14 · Intangible assets

    end of year $342,890

  • 15 · Other assets

    end of year $29,175

  • 17 · Accounts payable and accrued expenses

    beginning of year $149,364 · end of year $361,056

  • 19 · Deferred revenue

    beginning of year $3,536

  • 25 · Other liabilities

    end of year $342,890

  • 27 · Net assets without donor restrictions

    beginning of year $500,717 · end of year $460,416

  • 28 · Net assets with donor restrictions

    beginning of year $1,265,586 · end of year $3,581,237

Mission and programs · 2022

Mission

JEWISH FAMILY SERVICES OF SILICON VALLEY EMPOWERS INDIVIDUALS AND FAMILIES FACING LIFE'S CHALLENGES BY PROVIDING QUALITY HUMAN SERVICES INSPIRED BY JEWISH VALUES.

  • Senior Services: Includes case management, caregiver support, geriatric assessments, care plans, home visits, referral services, emergency assistance, home care. Branch office at Chai House. Social services for Holocaust survivors.

    Expenses $2,482,267 · Grants $1,649,895 · Revenue $42,558

  • Resettlement/vocational: COMPRISES PRE-ARRIVAL PLANNING AND RESETTLEMENT SERVICES, VOCATIONAL ENGLISH LANGUAGE TRAINING,ENGLISH AS A SECOND LANGUAGE CLASSES, INITIAL LIFE NECESSITIES, CULTURAL ORIENTATION AND ACCULTURATION SERVICES,FINANCIAL ASSISTANCE, CONNECTION TO RESOURCES, AND PRO BONO LEGAL IMMIGRATION CLINIC.

    Expenses $2,074,141 · Grants $660,406

  • Adult/Family Services: Consists of counseling, case management,resource referrals, consultation, Project NOAH safety net assistance(emergency food, household, and related assistance), and myriad volunteer opportunities.

    Expenses $191,351 · Grants $36,069

As filed on the 2022 return.

Listed in Part VII

  • Mindy Berkowitz

    Executive Dir.

    Total calculated
    $213,901
    From this org
    $178,918
    From related orgs
    $0
    Other
    $34,983
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $178,918
    Bonus
    not reported
    Other
    not reported
    Deferred
    $27,000
    Nontaxable benefits
    $7,983
    Filer's total
    $213,901

  • Susan Frazer

    CEO

    Total calculated
    $182,774
    From this org
    $145,100
    From related orgs
    $0
    Other
    $37,674
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $145,100
    Bonus
    not reported
    Other
    not reported
    Deferred
    $4,800
    Nontaxable benefits
    $32,874
    Filer's total
    $182,774

  • Ruth Bareket

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Rhonda Farber

    CO-CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Rich Zbriger

    Treasurer

    Total calculated
    $0
    Hours/week
    2

  • Howard Taub

    Secretary

    Total calculated
    $0
    Hours/week
    2

  • Joseph Isaacson

    Past Board Pres

    Total calculated
    $0
    Hours/week
    1

  • Alice Wald

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Bill Halper

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Stephen Kloder

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Melinda Berlant

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Vicky Clark

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Ricki Gafter

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Cantor Devorah Felder-Levy

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Jessica Intrator

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Daniela Silverstein

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Robin Sabes

    Board Member

    Total calculated
    $0
    Hours/week
    1

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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2022
Filed
11 March 2025
IRS schema version
2022v5.0
Source object
202500719349300000

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