Form 990 for tax year 2023
Filed by JEWISH FAMILY SERVICE OF SILICON VALLEY.
Totals
- Total revenue
- $10,458,506
- Total expenses
- $12,083,062
- Contributions and grants received
- $10,293,721
- Grants paid
- $6,682,083
- Program service revenue
- $12,254
- Investment income
- $24,774
- Other revenue
- $127,757
- Total assets, end of year
- $5,332,614
- Total liabilities, end of year
- $2,892,501
- Net assets or fund balances, end of year
- $2,440,113
- Program services expenses (Part IX)
- $10,797,432
- Management and general expenses
- $986,921
- Fundraising expenses
- $298,709
- Program service expenses (Part III)
- $10,797,432
Program services were 89.4% 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
$152,678
-
1e · Government grants (contributions)
$2,083,067
-
1f · All other contributions, gifts and grants
$8,057,976
-
2a · Program service revenue: Program Fees
total $12,254 · related or exempt $12,254
-
3 · Investment income
total $24,774 · excluded $24,774
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7d · Net gain or loss
total $0
-
8a · Fundraising events: gross income
$48,164
-
8a · Fundraising events: contributions included on line 1c
$152,678
-
8b · Fundraising events: direct expenses
$48,164
-
8c · Net income from fundraising events
total $0
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11a · Other revenue: Miscellaneous Income
total $127,757 · related or exempt $127,757
-
11e · Other revenue, total
$127,757
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $6,682,083 · program services $6,682,083
-
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 $222,754 · program services $186,013 · management and general $24,664 · fundraising $12,077
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $3,192,052 · program services $2,669,445 · management and general $332,456 · fundraising $190,151
-
8 · Pension plan contributions
total $83,460 · program services $69,453 · management and general $12,374 · fundraising $1,633
-
9 · Other employee benefits
total $430,583 · program services $356,025 · management and general $63,164 · fundraising $11,394
-
10 · Payroll taxes
total $272,241 · program services $252,343 · management and general $12,636 · fundraising $7,262
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $64,263 · program services $60,483 · management and general $3,780
-
11c · Fees: accounting
total $307,745 · program services $9,991 · management and general $287,545 · fundraising $10,209
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $2,167 · program services $78 · management and general $1,187 · fundraising $902
-
11g · Fees: other
total $125,143 · program services $35,499 · management and general $67,171 · fundraising $22,473
-
12 · Advertising and promotion
total $2,909 · program services $1,650 · management and general $1,074 · fundraising $185
-
13 · Office expenses
total $250,596 · program services $135,715 · management and general $92,447 · fundraising $22,434
-
14 · Information technology
total $104,996 · program services $46,484 · management and general $56,404 · fundraising $2,108
-
15 · Royalties
total $0
-
16 · Occupancy
total $84,206 · program services $84,666 · management and general -$2,758 · fundraising $2,298
-
17 · Travel
total $15,877 · program services $15,531 · management and general $292 · fundraising $54
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $30,788 · program services $8,554 · management and general $12,479 · fundraising $9,755
-
20 · Interest
total $16,850 · program services $15,014 · management and general $1,391 · fundraising $445
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $183,313 · program services $160,413 · management and general $18,147 · fundraising $4,753
-
23 · Insurance
total $9,450 · program services $7,992 · management and general $882 · fundraising $576
-
24a · Other expenses: Other Grants Expenses
total $1,586 · management and general $1,586
-
24e · All other expenses
total $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $809,593 · end of year $1,118,499
-
2 · Savings and temporary cash investments
beginning of year $2,070,590 · end of year $0
-
3 · Pledges and grants receivable
beginning of year $1,000,625 · end of year $2,599,240
-
4 · Accounts receivable
beginning of year $3,706 · end of year $0
-
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 $3,210 · end of year $2,361
-
9 · Prepaid expenses and deferred charges
beginning of year $63,626 · end of year $45,259
-
10a · Land, buildings and equipment: cost or other basis
$40,391
-
10b · Land, buildings and equipment: accumulated depreciation
$33,952
-
10c · Land, buildings and equipment, net
beginning of year $9,724 · end of year $6,439
-
11 · Investments: publicly traded securities
end of year $0
-
12 · Investments: other securities
beginning of year $412,460 · end of year $975,077
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
beginning of year $342,890 · end of year $556,564
-
15 · Other assets
beginning of year $29,175 · end of year $29,175
-
17 · Accounts payable and accrued expenses
beginning of year $361,056 · end of year $1,278,580
-
19 · Deferred revenue
end of year $1,054,229
-
25 · Other liabilities
beginning of year $342,890 · end of year $559,692
-
27 · Net assets without donor restrictions
beginning of year $460,416 · end of year $103,743
-
28 · Net assets with donor restrictions
beginning of year $3,581,237 · end of year $2,336,370
Mission and programs · 2023
Mission
Jewish Family Services of Silicon Valley is an inclusive nonprofit social services organization providing comprehensive support services to individuals and families facing lifes challenges.
-
Older Adult Services: Includes case management, caregiver support, geriatric assessments, care plans, home visits, referral services, emergency assistance, home care, transportation services, friendly visitor volunteer services, educational workshops, and support groups and enrichment activities for Jewish older adults, including monthly Shabbat services and holiday programming including holiday food distribution. We also provide social services for Holocaust Survivors, including assistance with reparations applications, emergency services, food and financial assistance, care management/coordination of home care services, and culturally relevant services and programming
Expenses $6,522,263 · Grants $4,881,484 · Revenue $12,254
-
Refugee 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 $3,955,893 · Grants $1,736,466
-
Adult/Family Services: Consists of counseling, case management,resource referrals, consultation, Project NOAH safety net assistance(Monthly Food Pantry, Emergency Food, Household and related assistance, Holiday Gift Program, Back-to-School Program), and myriad volunteer opportunities.
Expenses $319,276 · Grants $64,133
As filed on the 2023 return.
Listed in Part VII
-
Susan Frazer
Executive Dir.
- Total calculated
- $216,241
- From this org
- $185,000
- From related orgs
- $0
- Other
- $31,241
- Hours/week
- 4
Schedule J breakdown matched by us
- Base
- $185,000
- Bonus
- not reported
- Other
- not reported
- Deferred
- $10,417
- Nontaxable benefits
- $20,824
- Filer's total
- $216,241
-
Lisa P Tran
VP Finance & Oper.
- Total calculated
- $150,662
- From this org
- $140,000
- From related orgs
- $0
- Other
- $10,662
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $140,000
- Bonus
- not reported
- Other
- not reported
- Deferred
- $1,167
- Nontaxable benefits
- $9,495
- Filer's total
- $150,662
-
Arzine Lee
Sr. Dir. of Prog.
- Total calculated
- $132,787
- From this org
- $116,877
- From related orgs
- $0
- Other
- $15,910
- Hours/week
- 40
-
Deborah A Michels
VP Dir. Dev & CE
- Total calculated
- $119,560
- From this org
- $101,557
- From related orgs
- $0
- Other
- $18,003
- Hours/week
- 40
-
Jill L Patterson
Occup. Therapist
- Total calculated
- $114,645
- From this org
- $104,103
- From related orgs
- $0
- Other
- $10,542
- Hours/week
- 40
-
Ricki Gafter
BOARD CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Bill Halper
Co-chair
- Total calculated
- $0
- Hours/week
- 2
-
Richard Zbriger
Treasurer
- Total calculated
- $0
- Hours/week
- 2
-
Howard Taub
Secretary
- Total calculated
- $0
- Hours/week
- 2
-
Ruth Bareket
Past President
- Total calculated
- $0
- Hours/week
- 1
-
Melinda Berlant
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Rhonda Farber
Board Member
- Total calculated
- $0
- Hours/week
- 2
-
Cantor Devorah Felder-Levy
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Jessica Intrator
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Joseph Isaacson
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Robin Sabes
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Daniela Silverstein
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Alice Wald
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
- 3 · Form 990 of other organizations
- 3 · Written employment contract
- 3 · Compensation survey or study
- 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.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 15 May 2025
- IRS schema version
- 2023v6.0
- Source object
- 202501359349312585
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