Form 990 for tax year 2022

Filed by JEWISH FAMILY SERVICE OF SAN DIEGO.

Totals

Total revenue: $78,117,604
Total expenses: $78,381,471
Contributions and grants received: $69,874,165
Grants paid: $20,006,735
Program service revenue: $7,851,066
Investment income: $1,194,269
Other revenue: -$801,896
Total assets, end of year: $99,399,295
Total liabilities, end of year: $29,236,708
Net assets or fund balances, end of year: $70,162,587
Program services expenses (Part IX): $67,664,921
Management and general expenses: $6,909,200
Fundraising expenses: $3,807,350
Program service expenses (Part III): $67,664,921

Program services were 86.3% 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.

1c · Fundraising events

$1,753,582
1e · Government grants (contributions)

$47,933,339
1f · All other contributions, gifts and grants

$20,187,244
1g · Noncash contributions included above

$204,277
2a · Program service revenue: PROGRAM FEES

total $7,342,601 · related or exempt $7,342,601
2b · Program service revenue: CLIENT FEES

total $508,465 · related or exempt $508,465
3 · Investment income

total $577,057 · excluded $577,057
7a · Gross sales of assets other than inventory

securities $1,774,254 · other assets $11,112
7b · Less cost or other basis and sales expenses

securities $1,168,154 · other assets $0
7c · Gain or loss

securities $606,100 · other assets $11,112
7d · Net gain or loss

total $617,212 · excluded $617,212
8a · Fundraising events: gross income

$208,454
8a · Fundraising events: contributions included on line 1c

$1,753,582
8b · Fundraising events: direct expenses

$1,010,350
8c · Net income from fundraising events

total -$801,896 · excluded -$801,896

Functional expenses

Part IX, the statement of functional expenses.

2 · Grants to domestic individuals

total $20,006,735 · program services $20,006,735
5 · Compensation of officers, directors and key employees

total $825,201 · program services $321,452 · management and general $194,848 · fundraising $308,901
7 · Other salaries and wages

total $26,449,713 · program services $21,243,044 · management and general $3,055,828 · fundraising $2,150,841
8 · Pension plan contributions

total $801,348 · program services $591,485 · management and general $130,441 · fundraising $79,422
9 · Other employee benefits

total $3,716,696 · program services $2,865,159 · management and general $556,069 · fundraising $295,468
10 · Payroll taxes

total $2,114,551 · program services $1,611,602 · management and general $318,558 · fundraising $184,391
11b · Fees: legal

total $182,019 · program services $1,147 · management and general $175,046 · fundraising $5,826
11c · Fees: accounting

total $132,685 · program services $5,250 · management and general $127,435
11f · Fees: investment management

total $135,096 · management and general $135,096
11g · Fees: other

total $2,019,163 · program services $1,379,387 · management and general $419,249 · fundraising $220,527
12 · Advertising and promotion

total $105,794 · program services $28,291 · management and general $17,059 · fundraising $60,444
13 · Office expenses

total $2,416,213 · program services $1,560,882 · management and general $638,655 · fundraising $216,676
16 · Occupancy

total $1,876,737 · program services $1,859,897 · management and general $16,340 · fundraising $500
17 · Travel

total $423,825 · program services $362,415 · management and general $47,355 · fundraising $14,055
20 · Interest

total $1,863 · program services $1,733 · management and general $130
22 · Depreciation, depletion and amortization

total $981,927 · program services $718,013 · management and general $188,795 · fundraising $75,119
23 · Insurance

total $522,283 · program services $326,832 · management and general $181,057 · fundraising $14,394
24a · Other expenses: SUBCONTRACTOR FEES

total $11,554,779 · program services $11,544,741 · management and general $2,601 · fundraising $7,437
24b · Other expenses: ALL OTHER EXPENSES

total $1,791,245 · program services $1,071,059 · management and general $614,499 · fundraising $105,687
24c · Other expenses: PROGRAM EXPENSES

total $998,206 · program services $989,609 · management and general $941 · fundraising $7,656
24d · Other expenses: EQUIPMENT, REPAIRS, AND

total $793,707 · program services $676,778 · management and general $75,851 · fundraising $41,078
24e · All other expenses

total $531,685 · program services $499,410 · management and general $13,347 · fundraising $18,928

Balance sheet

Part X, book values.

1 · Cash, non-interest-bearing

beginning of year $12,770,091 · end of year $31,521,224
2 · Savings and temporary cash investments

beginning of year $125,156 · end of year $140,627
3 · Pledges and grants receivable

beginning of year $18,327,665 · end of year $16,392,221
4 · Accounts receivable

beginning of year $279,604 · end of year $851,155
7 · Other notes and loans receivable

beginning of year $75,000 · end of year $75,000
9 · Prepaid expenses and deferred charges

beginning of year $1,278,442 · end of year $6,411,942
10a · Land, buildings and equipment: cost or other basis

$6,972,028
10b · Land, buildings and equipment: accumulated depreciation

$4,072,478
10c · Land, buildings and equipment, net

beginning of year $2,788,451 · end of year $2,899,550
12 · Investments: other securities

beginning of year $25,752,799 · end of year $26,000,218
15 · Other assets

beginning of year $22,042,184 · end of year $15,107,358
17 · Accounts payable and accrued expenses

beginning of year $5,853,271 · end of year $2,919,728
19 · Deferred revenue

beginning of year $2,828,827 · end of year $23,815,826
23 · Secured mortgages and notes payable

beginning of year $50,000 · end of year $0
25 · Other liabilities

beginning of year $4,819,276 · end of year $2,501,154
27 · Net assets without donor restrictions

beginning of year $52,634,905 · end of year $53,927,228
28 · Net assets with donor restrictions

beginning of year $17,253,113 · end of year $16,235,359

Mission and programs · 2022

Mission

JEWISH FAMILY SERVICE IS A CLIENT-CENTERED, IMPACT-DRIVEN ORGANIZATION WORKING TO BUILD A STRONGER, HEALTHIER, MORE RESILIENT SAN DIEGO.

Activities or mission (Part I)

JEWISH FAMILY SERVICE IS A CLIENT-CENTERED,IMPACT-DRIVEN ORGANIZATION WORKING TO BUILD A STRONGER, HEALTHIER, MORE RESILIENT SAN DIEGO.

WELCOME THE STRANGERSINCE ITS FOUNDING DAYS, JFS HAS WELCOMED NEW IMMIGRANTS AND THOSE IN SEARCH OF A SAFER LIFE FREE FROM VIOLENCE AND PERSECUTION. THE ORGANIZATION CONTINUES TO EMPOWER REFUGEES TO REBUILD THEIR LIVES THROUGH RESETTLEMENT SERVICES, OFFERS PRO-BONO IMMIGRATION LEGAL SERVICES, AND PROVIDES SAFETY TO ASYLUM SEEKERS THROUGH HUMANITARIAN SERVICES AND RESPITE SHELTER. JFS HAS SERVICED 71,127 CLIENT DURING THE FISCAL YEAR.

Expenses $35,043,714 · Grants $11,385,748 · Revenue $3,897,315
BASIC NEEDS AND STABILITYJFS OFFERS A FULL SPECTRUM OF INTEGRATED SERVICES THROUGH A HOLISTIC PROGRAM DELIVERY MODEL THAT PROVIDES EMERGENCY AND SUPPLEMENTAL FOOD PROGRAMS, COMPREHENSIVE AGING AND WELLNESS SERVICES (INCLUDING TRANSPORTATION, HOME-DELIVERED MEALS, AND SOCIAL AND WELLNESS CENTERS), HOLOCAUST SURVIVOR SUPPORT PROGRAMS, CASE MANAGEMENT, PARENT EDUCATION AND SUPPORT, HOUSING RESOURCES FOR THE HOMELESS, POVERTY ALLEVIATION, REFUGEE AND IMMIGRATION RESOURCES, AND CRISIS INTERVENTION. JFS IS A PLACE WHERE JEWISH CULTURE AND VALUES ARE CELEBRATED IN SERVICE TO BOTH THE JEWISH COMMUNITY AND THE COMMUNITY AT LARGE WITH THE FEWEST POSSIBLE BARRIERS TO SERVICE. JFS HAS SERVICED 26,337 CLIENT DURING THE FISCAL YEAR.

Expenses $32,621,207 · Grants $8,620,987 · Revenue $3,953,752

As filed on the 2022 return.

Listed in Part VII

Emily JenneweinEMILY JENNEWEIN

CHAIR

Total calculated

$0

Hours/week

4 + 1 related
Deborah BucksbaumDEBORAH BUCKSBAUM

1ST VICE CHAIR

Total calculated

$0

Hours/week

4
Sean JosephSEAN JOSEPH

2ND VICE CHAIR

Total calculated

$0

Hours/week

4
Sheldon DerezinSHELDON DEREZIN

TREASURER

Total calculated

$0

Hours/week

2 + 1 related
Jenny MeiselmanJENNY MEISELMAN

SECRETARY

Total calculated

$0

Hours/week

2
Adam WellandADAM WELLAND

ADVISORY OFFICER

Total calculated

$0

Hours/week

2 + 1 related
Jan AdlerJAN ADLER

DIRECTOR

Total calculated

$0

Hours/week

2
Sarah BakhietSARAH BAKHIET

DIRECTOR

Total calculated

$0

Hours/week

2
Dr Li-Rong Lilly ChengDR LI-RONG LILLY CHENG

DIRECTOR

Total calculated

$0

Hours/week

2
Susan Davis CongresswomanretSUSAN DAVIS CONGRESSWOMANRET

DIRECTOR

Total calculated

$0

Hours/week

2
Theresa DupuisTHERESA DUPUIS

DIRECTOR

Total calculated

$0

Hours/week

2
Rockette EwellROCKETTE EWELL

DIRECTOR

Total calculated

$0

Hours/week

2
Kira FinkenbergKIRA FINKENBERG

DIRECTOR

Total calculated

$0

Hours/week

2
Susanna FlasterSUSANNA FLASTER

DIRECTOR

Total calculated

$0

Hours/week

2
Gary FrostGARY FROST

DIRECTOR

Total calculated

$0

Hours/week

2
Ryan GoldenharRYAN GOLDENHAR

DIRECTOR

Total calculated

$0

Hours/week

2
Rabbi Jason NevarezRABBI JASON NEVAREZ

DIRECTOR

Total calculated

$0

Hours/week

2
Marie G RafteryMARIE G RAFTERY

DIRECTOR

Total calculated

$0

Hours/week

2
Brad SlavinBRAD SLAVIN

DIRECTOR

Total calculated

$0

Hours/week

2
Joel SmithJOEL SMITH

DIRECTOR

Total calculated

$0

Hours/week

2
Karin TorantoKARIN TORANTO

DIRECTOR

Total calculated

$0

Hours/week

2
Sid VoorakkaraSID VOORAKKARA

DIRECTOR

Total calculated

$0

Hours/week

2
Michael HopkinsMICHAEL HOPKINS

CHIEF EXECUTIVE OFFICER

Total calculated

$501,970

From this org

$453,346

From related orgs

$0

Other

$48,624

Hours/week

40 + 1 related

Schedule J breakdown matched by us

Base

$453,346

Bonus

$0

Other

$0

Deferred

$36,515

Nontaxable benefits

$12,109

Filer's total

$501,970
Bernadette GriggsBERNADETTE GRIGGS

CHIEF FINANCIAL OFFICER

Total calculated

$261,557

From this org

$232,489

From related orgs

$0

Other

$29,068

Hours/week

40

Schedule J breakdown matched by us

Base

$232,489

Bonus

$0

Other

$0

Deferred

$17,203

Nontaxable benefits

$11,865

Filer's total

$261,557
Dana ToppelDANA TOPPEL

CHIEF OPERATING OFFICER

Total calculated

$360,094

From this org

$309,816

From related orgs

$0

Other

$50,278

Hours/week

40

Schedule J breakdown matched by us

Base

$309,816

Bonus

$0

Other

$0

Deferred

$33,445

Nontaxable benefits

$16,833

Filer's total

$360,094
Kea SpurrierKEA SPURRIER

CHIEF DEVELOPMENT OFFICER

Total calculated

$314,028

From this org

$281,284

From related orgs

$0

Other

$32,744

Hours/week

40

Schedule J breakdown matched by us

Base

$281,284

Bonus

$0

Other

$0

Deferred

$18,981

Nontaxable benefits

$13,763

Filer's total

$314,028
Katherine ClarkKATHERINE CLARK

SR. DIR. IMMIGRATION SERVICES

Total calculated

$164,355

From this org

$155,223

From related orgs

$0

Other

$9,132

Hours/week

40

Schedule J breakdown matched by us

Base

$155,223

Bonus

$0

Other

$0

Deferred

$8,501

Nontaxable benefits

$631

Filer's total

$164,355
Lisa BrunerLISA BRUNER

SR. DIR. CONTROLLER

Total calculated

$160,585

From this org

$151,740

From related orgs

$0

Other

$8,845

Hours/week

40

Schedule J breakdown matched by us

Base

$151,740

Bonus

$0

Other

$0

Deferred

$8,202

Nontaxable benefits

$643

Filer's total

$160,585
Paul CoriglianoPAUL CORIGLIANO

VP INFORMATION TECHNOLOGY

Total calculated

$167,970

From this org

$151,293

From related orgs

$0

Other

$16,677

Hours/week

40

Schedule J breakdown matched by us

Base

$151,293

Bonus

$0

Other

$0

Deferred

$7,101

Nontaxable benefits

$9,576

Filer's total

$167,970

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 · Compensation committee
3 · Independent compensation consultant
3 · Written employment contract
3 · Compensation survey or study
3 · Approval by the board or compensation committee
4b · Supplemental nonqualified retirement plan

Answered no

4a · Severance or change-of-control payment
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

The filer's explanations (Part III)

PART I, LINE 3: THE BOARD OF DIRECTORS IS RESPONSIBLE FOR SETTING THE CONTRACT OF THE CEO AND COO. A CONSULTING FIRM REVIEWS THE SALARY RANGES FOR THE CFO AND CDO VIA COMPENSATION STUDY AND MAKE RECOMMENDATIONS. A CONSULTANT ALSO CONDUCTS SALARY STUDIES FOR AND MAKE RECOMMENDATIONS FOR SALARY RANGES FOR ALL OTHER STAFF POSITIONS. COMPENSATION STUDIES ARE PRESENTED TO THE BOARD OF DIRECTORS FOR REVIEW AND FINAL APPROVAL.
PART I, LINE 4B: NAME: MICHAEL HOPKINS, DESCRIPTION: CONTRIBUTION, CURRENT YEAR AMOUNT: $20,500. PLAN DESCRIPTION: CONTRIBUTION NAME: DANA TOPPEL, DESCRIPTION: CONTRIBUTION, CURRENT YEAR AMOUNT: $20,000. PLAN DESCRIPTION: CONTRIBUTION NAME: KEA SPURRIER, DESCRIPTION: CONTRIBUTION, CURRENT YEAR AMOUNT: $5,000. PLAN DESCRIPTION: CONTRIBUTION NAME: BERNADETTE GRIGGS, DESCRIPTION: CONTRIBUTION, CURRENT YEAR AMOUNT: $5,000. PLAN DESCRIPTION: CONTRIBUTION

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.

RADY JEWISH FAMILY SERVICE FOUNDATION

501(C)(3) · TO FURTHER JFS EXEMPT CHARITABLE PURPOSE · CA · controlled entity

Directly controlled by JEWISH FAMILY SERVICE OF SAN DIEGO
CHARITABLE ADULT RIDES & SERVICES INC

501(C)(3) · TRANSPORTATION SOLUTIONS FOR OLDER ADULTS · CA · controlled entity

Directly controlled by JEWISH FAMILY SERVICE OF SAN DIEGO

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

JFS FOUNDATION LLC

TO FURTHER JFS EXEMPT CHARITABLE PURPOSE · CA · income $0 · assets $0

Directly controlled by JEWISH FAMILY SERVICE OF SAN DIEGO
JFS HOLDINGS LLC

TO FURTHER JFS EXEMPT CHARITABLE PURPOSE · CA · income $0 · assets $6,052,835

Directly controlled by JEWISH FAMILY SERVICE OF SAN DIEGO
8788 BALBOA AVENUE LLC

TO FURTHER JFS EXEMPT CHARITABLE PURPOSE · CA · income $0 · assets $4,929,523

Directly controlled by JEWISH FAMILY SERVICE OF SAN DIEGO
HAND UP LENDING LLC

TO FURTHER JFS EXEMPT CHARITABLE PURPOSE · CA · income $0 · assets $0

Directly controlled by JEWISH FAMILY SERVICE OF SAN DIEGO

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

KLA HOLDINGS LLC

N/A · REAL ESTATE AND LAND RENTAL · CA · 50% owned · share of income $8,074 · share of assets $79,070

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

CAPITAL CITY AUTO AUCTION

C · VEHICLE AUCTION SERVICES · CA · 100% owned · share of income $477,943 · share of assets $2,379,844

Directly controlled by CHARITABLE ADULT RIDES & SERVICES
CHARITABLE AUTO RECYCLING INC

C · VEHICLE AUCTION SERVICES · CA · 100% owned · share of income $200,924 · share of assets $435,490

Directly controlled by CHARITABLE ADULT RIDES & SERVICES
EXPRESS AUTO AUCTION

C · VEHICLE AUCTION SERVICES · CA · 100% owned · share of income $98,029 · share of assets $2,725,066

Directly controlled by CHARITABLE ADULT RIDES & SERVICES
POLARIS MOBILITY INC

C · LOGISTICS SOFTWARE · CA · 100% owned · share of income -$52,205 · share of assets $1,795,590

Directly controlled by CHARITABLE ADULT RIDES & SERVICES
PUBLIC AUTO AUCTION (PONTIAC) LLC

C · VEHICLE AUCTION SERVICES · CA · 100% owned · share of income -$139,570 · share of assets $550,778

Directly controlled by CHARITABLE ADULT RIDES & SERVICES

Provenance

Return type: form_990
Tax year: 2022
Filed: 13 May 2024
IRS schema version: 2022v5.0
Source object: 202441359349306674

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