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Nonprofiteer
← JEWISH FAMILY SERVICES INC

Form 990 for tax year 2024

Filed by JEWISH FAMILY SERVICES INC.

Totals

Total revenue
$9,214,822
Total expenses
$5,353,362
Contributions and grants received
$7,835,434
Grants paid
$85,603
Program service revenue
$959,862
Investment income
$411,310
Other revenue
$8,216
Total assets, end of year
$20,612,264
Total liabilities, end of year
$1,479,196
Net assets or fund balances, end of year
$19,133,068
Program services expenses (Part IX)
$3,765,630
Management and general expenses
$1,219,209
Fundraising expenses
$368,523
Program service expenses (Part III)
$3,765,630

Program services were 70.3% 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.

  • 1a · Federated campaigns

    $687,092

  • 1c · Fundraising events

    $58,678

  • 1e · Government grants (contributions)

    $4,589,232

  • 1f · All other contributions, gifts and grants

    $2,500,432

  • 2a · Program service revenue: PROGRAM-RELATED INTERE

    total $359,595 · related or exempt $359,595

  • 2b · Program service revenue: FAMILY COUNSELING

    total $310,292 · related or exempt $310,292

  • 2c · Program service revenue: NON-CLINICAL SERVICES

    total $289,975 · related or exempt $289,975

  • 3 · Investment income

    total $166,210 · excluded $166,210

  • 7a · Gross sales of assets other than inventory

    securities $245,100

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

    securities $0

  • 7c · Gain or loss

    securities $245,100

  • 7d · Net gain or loss

    total $245,100 · excluded $245,100

  • 8a · Fundraising events: gross income

    $0

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

    $58,678

  • 8b · Fundraising events: direct expenses

    $7,631

  • 8c · Net income from fundraising events

    total -$7,631 · excluded -$7,631

  • 11d · All other revenue

    total $15,847 · excluded $15,847

  • 11e · Other revenue, total

    $15,847

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $85,603 · program services $85,603

  • 5 · Compensation of officers, directors and key employees

    total $347,741 · management and general $347,741

  • 7 · Other salaries and wages

    total $3,359,969 · program services $2,785,817 · management and general $311,588 · fundraising $262,564

  • 8 · Pension plan contributions

    total $25,630 · program services $20,293 · management and general $2,726 · fundraising $2,611

  • 9 · Other employee benefits

    total $243,203 · program services $191,784 · management and general $26,744 · fundraising $24,675

  • 10 · Payroll taxes

    total $285,696 · program services $218,664 · management and general $48,370 · fundraising $18,662

  • 11b · Fees: legal

    total $50,349 · management and general $50,349

  • 11c · Fees: accounting

    total $43,600 · management and general $43,600

  • 11f · Fees: investment management

    total $90,206 · management and general $90,206

  • 11g · Fees: other

    total $140,513 · program services $38,918 · management and general $75,400 · fundraising $26,195

  • 12 · Advertising and promotion

    total $19,828 · program services $3,291 · management and general $14,322 · fundraising $2,215

  • 13 · Office expenses

    total $131,050 · program services $72,558 · management and general $50,510 · fundraising $7,982

  • 14 · Information technology

    total $20,968 · program services $16,066 · management and general $3,697 · fundraising $1,205

  • 16 · Occupancy

    total $78,705 · program services $64,514 · management and general $10,266 · fundraising $3,925

  • 17 · Travel

    total $26,306 · program services $25,932 · management and general $323 · fundraising $51

  • 19 · Conferences, conventions and meetings

    total $26,427 · program services $9,644 · management and general $16,783

  • 20 · Interest

    total $66,359 · program services $44,028 · management and general $19,455 · fundraising $2,876

  • 22 · Depreciation, depletion and amortization

    total $141,084 · program services $88,829 · management and general $45,535 · fundraising $6,720

  • 23 · Insurance

    total $34,785 · program services $26,407 · management and general $6,817 · fundraising $1,561

  • 24a · Other expenses: MAINTENANCE

    total $55,635 · program services $44,070 · management and general $8,688 · fundraising $2,877

  • 24b · Other expenses: MEMBERSHIP DUES

    total $20,807 · program services $2,057 · management and general $17,588 · fundraising $1,162

  • 24c · Other expenses: PUBLICATIONS

    total $6,379 · program services $522 · management and general $4,473 · fundraising $1,384

  • 24e · All other expenses

    total $52,519 · program services $26,633 · management and general $24,028 · fundraising $1,858

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $21,229 · end of year $14,761

  • 2 · Savings and temporary cash investments

    beginning of year $1,860,725 · end of year $1,598,125

  • 3 · Pledges and grants receivable

    beginning of year $730,686 · end of year $602,469

  • 4 · Accounts receivable

    beginning of year $183,641 · end of year $100,801

  • 9 · Prepaid expenses and deferred charges

    beginning of year $103,944 · end of year $113,978

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

    $4,643,406

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

    $3,507,064

  • 10c · Land, buildings and equipment, net

    beginning of year $1,266,588 · end of year $1,136,342

  • 15 · Other assets

    beginning of year $12,373,051 · end of year $17,045,788

  • 17 · Accounts payable and accrued expenses

    beginning of year $429,083 · end of year $332,432

  • 21 · Escrow or custodial account liability

    beginning of year $6,736 · end of year $6,041

  • 23 · Secured mortgages and notes payable

    beginning of year $1,220,766 · end of year $1,140,723

  • 27 · Net assets without donor restrictions

    beginning of year $7,249,508 · end of year $11,178,463

  • 28 · Net assets with donor restrictions

    beginning of year $7,633,771 · end of year $7,954,605

Mission and programs · 2024

Mission

PROVIDE SUPPORTIVE SERVICES THAT WILL STRENGTHEN FAMILIES, CHILDREN, AND INDIVIDUALS THROUGHOUT THE LIFE CYCLE WITHIN THE CONTEXT OF THEIR UNIQUE NEEDS AND TRADITIONS.

Activities or mission (Part I)

SEE SCHEDULE O.

  • 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.

    Expenses $2,227,565 · Grants $79,673 · Revenue $649,570

  • 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.

    Expenses $1,538,065 · Grants $5,930 · Revenue $310,292

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Jason Steigman

    CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Randy Nelson

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Marjorie Rucker

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Adam Witkov

    IMMEDIATE PAST CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Paul Bernstein MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Hannah Dugan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Adam Finkel

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jill Goldstein

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jason Levin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Phil Natkins

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Casey Renn

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • John A Yopps

    PRESIDENT/CEO

    Total calculated
    $209,395
    From this org
    $207,290
    From related orgs
    $0
    Other
    $2,105
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $182,290
    Bonus
    $25,000
    Other
    $0
    Deferred
    $2,105
    Nontaxable benefits
    $0
    Filer's total
    $209,395

  • Joseph Sykora

    CFO

    Total calculated
    $113,875
    From this org
    $112,748
    From related orgs
    $0
    Other
    $1,127
    Hours/week
    40

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

  • 3 · Approval by the board or compensation committee

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.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • JFS HOUSING INC

    501(C)(3) · TO SUPPORT JEWISH FAMILY SERVICES, INC. · WI · controlled entity

    Directly controlled by JEWISH FAMILY SERVICES INC

Provenance

Return type
form_990
Tax year
2024
Filed
21 January 2026
IRS schema version
2024v5.5
Source object
202610279349301656

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