Form 990 for tax year 2023

Filed by JEWISH FAMILY SERVICE.

Totals

Total revenue: $22,409,027
Total expenses: $19,282,937
Contributions and grants received: $21,651,802
Grants paid: $5,608,523
Program service revenue: $146,035
Investment income: $710,183
Other revenue: -$98,993
Total assets, end of year: $52,899,205
Total liabilities, end of year: $2,784,672
Net assets or fund balances, end of year: $50,114,533
Program services expenses (Part IX): $16,238,282
Management and general expenses: $1,141,109
Fundraising expenses: $1,903,546
Program service expenses (Part III): $16,238,282

Program services were 84.2% 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

$5,000
1b · Membership dues

$0
1c · Fundraising events

$2,134,901
1d · Related organizations

$220,000
1e · Government grants (contributions)

$8,467,819
1f · All other contributions, gifts and grants

$10,824,082
1g · Noncash contributions included above

$720,765
2a · Program service revenue: Counseling

total $6,119 · related or exempt $6,119 · unrelated business $0 · excluded $0
2b · Program service revenue: Client Services Fees

total $130,545 · related or exempt $130,545 · unrelated business $0 · excluded $0
2c · Program service revenue: Other Services

total $9,371 · related or exempt $9,371 · unrelated business $0 · excluded $0
2f · All other program service revenue

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
3 · Investment income

total $789,558 · related or exempt $789,558 · unrelated business $0 · excluded $0
4 · Income from investment of tax-exempt bond proceeds

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
5 · Royalties

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
6a · Gross rents

real property $0 · personal property $0
6b · Less rental expenses

real property $0 · personal property $0
6c · Rental income or loss

real property $0 · personal property $0
6d · Net rental income or loss

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
7a · Gross sales of assets other than inventory

securities $1,746,674 · other assets $0
7b · Less cost or other basis and sales expenses

securities $1,826,049 · other assets $0
7c · Gain or loss

securities -$79,375 · other assets $0
7d · Net gain or loss

total -$79,375 · related or exempt -$79,375 · unrelated business $0 · excluded $0
8a · Fundraising events: gross income

$0
8a · Fundraising events: contributions included on line 1c

$2,134,901
8b · Fundraising events: direct expenses

$98,993
8c · Net income from fundraising events

total -$98,993 · unrelated business $0 · excluded -$98,993
9a · Gaming: gross income

$0
9b · Gaming: direct expenses

$0
9c · Net income from gaming

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
10a · Gross sales of inventory

$0
10b · Cost of goods sold

$0
10c · Net income from sales of inventory

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
11e · Other revenue, total

$0

Functional expenses

Part IX, the statement of functional expenses.

1 · Grants to domestic organizations and governments

total $0 · program services $0
2 · Grants to domestic individuals

total $5,608,523 · program services $5,608,523
3 · Grants to foreign organizations and individuals

total $0 · program services $0
4 · Benefits paid to or for members

total $0 · program services $0
5 · Compensation of officers, directors and key employees

total $930,083 · program services $411,736 · management and general $271,253 · fundraising $247,094
6 · Compensation of disqualified persons

total $0 · program services $0 · management and general $0 · fundraising $0
7 · Other salaries and wages

total $7,736,738 · program services $6,626,954 · management and general $250,747 · fundraising $859,037
8 · Pension plan contributions

total $419,968 · program services $342,694 · management and general $24,732 · fundraising $52,542
9 · Other employee benefits

total $927,563 · program services $774,928 · management and general $53,414 · fundraising $99,221
10 · Payroll taxes

total $708,308 · program services $591,859 · management and general $39,522 · fundraising $76,927
11a · Fees: management

total $0 · program services $0 · management and general $0 · fundraising $0
11b · Fees: legal

total $15,251 · program services $5,159 · management and general $9,922 · fundraising $170
11c · Fees: accounting

total $133,097 · program services $102,450 · management and general $19,057 · fundraising $11,590
11d · Fees: lobbying

total $0 · program services $0 · management and general $0 · fundraising $0
11e · Fees: professional fundraising services

total $0 · fundraising $0
11f · Fees: investment management

total $0 · program services $0 · management and general $0 · fundraising $0
11g · Fees: other

total $496,199 · program services $297,728 · management and general $32,134 · fundraising $166,337
12 · Advertising and promotion

total $81,333 · program services $6,961 · management and general $160 · fundraising $74,212
13 · Office expenses

total $144,834 · program services $108,971 · management and general $15,092 · fundraising $20,771
14 · Information technology

total $350,796 · program services $169,249 · management and general $66,898 · fundraising $114,649
15 · Royalties

total $0 · program services $0 · management and general $0 · fundraising $0
16 · Occupancy

total $633,917 · program services $519,666 · management and general $65,833 · fundraising $48,418
17 · Travel

total $81,238 · program services $77,173 · management and general $3,718 · fundraising $347
18 · Travel or entertainment for public officials

total $0 · program services $0 · management and general $0 · fundraising $0
19 · Conferences, conventions and meetings

total $38,928 · program services $23,788 · management and general $10,628 · fundraising $4,512
20 · Interest

total $2,059 · program services $0 · management and general $2,059 · fundraising $0
21 · Payments to affiliates

total $0 · program services $0 · management and general $0 · fundraising $0
22 · Depreciation, depletion and amortization

total $509,457 · program services $375,951 · management and general $92,355 · fundraising $41,151
23 · Insurance

total $152,496 · program services $62,454 · management and general $84,402 · fundraising $5,640
24a · Other expenses: Financial Fees

total $56,715 · program services $0 · management and general $25,116 · fundraising $31,599
24b · Other expenses: Business Taxes

total $13,406 · program services $11,949 · management and general $922 · fundraising $535
24c · Other expenses: Professional Development & Dues

total $101,775 · program services $57,475 · management and general $36,173 · fundraising $8,127
24d · Other expenses: LLC Expenses

total $35,246 · program services $0 · management and general $35,246 · fundraising $0
24e · All other expenses

total $105,007 · program services $62,614 · management and general $1,726 · fundraising $40,667

Balance sheet

Part X, book values.

1 · Cash, non-interest-bearing

beginning of year $370,529 · end of year $5,254,419
2 · Savings and temporary cash investments

beginning of year $0 · end of year $0
3 · Pledges and grants receivable

beginning of year $5,570,193 · end of year $5,102,871
4 · Accounts receivable

beginning of year $25,351 · end of year $26,545
5 · Loans and receivables from officers and key people

beginning of year $0 · end of year $0
6 · Loans and receivables from disqualified persons

beginning of year $0 · end of year $0
7 · Other notes and loans receivable

beginning of year $0 · end of year $0
8 · Inventories for sale or use

beginning of year $0 · end of year $0
9 · Prepaid expenses and deferred charges

beginning of year $206,975 · end of year $315,694
10a · Land, buildings and equipment: cost or other basis

$15,691,463
10b · Land, buildings and equipment: accumulated depreciation

$5,640,061
10c · Land, buildings and equipment, net

beginning of year $10,976,208 · end of year $10,051,402
11 · Investments: publicly traded securities

beginning of year $28,243,258 · end of year $31,020,902
12 · Investments: other securities

beginning of year $0 · end of year $0
13 · Investments: program-related

beginning of year $0 · end of year $0
14 · Intangible assets

beginning of year $0 · end of year $0
15 · Other assets

beginning of year $1,307,497 · end of year $1,127,372
17 · Accounts payable and accrued expenses

beginning of year $1,367,044 · end of year $1,602,929
18 · Grants payable

beginning of year $0 · end of year $0
19 · Deferred revenue

beginning of year $0 · end of year $16,419
20 · Tax-exempt bond liabilities

beginning of year $0 · end of year $0
21 · Escrow or custodial account liability

beginning of year $0 · end of year $0
22 · Loans and payables to officers and key people

beginning of year $0 · end of year $0
23 · Secured mortgages and notes payable

beginning of year $0 · end of year $0
24 · Unsecured notes and loans payable

beginning of year $0 · end of year $0
25 · Other liabilities

beginning of year $1,321,196 · end of year $1,165,324
27 · Net assets without donor restrictions

beginning of year $26,875,282 · end of year $28,203,039
28 · Net assets with donor restrictions

beginning of year $17,136,489 · end of year $21,911,494

Mission and programs · 2023

Mission

Mission: Inspired by our history and values, Jewish Family Service supports the needs of Jewish individuals and families, refugees and immigrants, and our broader community to achieve well-being, health, and stability.

Activities or mission (Part I)

Inspired by our history and values, Jewish Family Service supports the needs of Jewish individuals and families, refugees and immigrants, and our broader community to achieve well-being, health, and stability.

Refugee and Immigrant Services - The program provides services for refugees and immigrants from all cultures worldwide who are resettling in the Puget Sound area. Services include financial assistance, case management, employment services, and vocational assistance.

Expenses $7,807,302 · Grants $1,983,346 · Revenue $8,739
Older Adult Services - The program assists older adults challenged by disability, illness, and/or health issues to maintain dignified, independent lifestyles. Program services include comprehensive in-home assessments, case management, family caregiver support, advocacy, counseling, companion services, and referrals. All of these services are provided free of charge to Holocaust survivors.

Expenses $3,484,099 · Grants $1,920,372 · Revenue $150
Community Stabilization Services and Food Bank - A network of services is provided for those in crisis and financial distress. Program services include case management, subsidy assistance for rent and utilities, year round food bank, and home delivery of food and gift baskets. Services are provided free of charge.

Expenses $1,839,416 · Grants $652,333
Services include independent living assistance for disabled adults; counseling for families and individuals; counseling and support for clients struggling with addiction; support and outreach programs for individuals in abusive relationships; education and outreach programs for people in need of support, guidance and expertise in order to strengthen relationships and connections to community.

Expenses $3,107,465 · Grants $250,373 · Revenue $136,514

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

Listed in Part VII

William Berkovitz

Chief Executive Officer

Total calculated

$287,209

From this org

$174,267

From related orgs

$0

Other

$112,942

Hours/week

37.5

Schedule J breakdown matched by us

Base

$127,067

Bonus

$44,020

Other

$4,654

Deferred

$11,290

Nontaxable benefits

$100,178

Filer's total

$287,209
Kristin Winkel

Chief Impact & Operating Officer

Total calculated

$213,098

From this org

$200,892

From related orgs

$0

Other

$12,206

Hours/week

37.5

Schedule J breakdown matched by us

Base

$194,892

Bonus

$6,000

Other

$690

Deferred

$10,163

Nontaxable benefits

$1,353

Filer's total

$213,098
Lisa Golden

Chief Development Officer

Total calculated

$207,314

From this org

$194,814

From related orgs

$0

Other

$12,500

Hours/week

37.5

Schedule J breakdown matched by us

Base

$188,814

Bonus

$6,000

Other

$1,290

Deferred

$9,856

Nontaxable benefits

$1,354

Filer's total

$207,314
Michelle Matheson

Chief Finance Officer

Total calculated

$206,267

From this org

$186,714

From related orgs

$0

Other

$19,553

Hours/week

37.5

Schedule J breakdown matched by us

Base

$180,714

Bonus

$6,000

Other

$300

Deferred

$9,321

Nontaxable benefits

$9,932

Filer's total

$206,267
Galit Ezekiel

Chief People and Culture Officer

Total calculated

$184,771

From this org

$173,397

From related orgs

$0

Other

$11,374

Hours/week

37.5

Schedule J breakdown matched by us

Base

$167,397

Bonus

$6,000

Other

$1,290

Deferred

$8,730

Nontaxable benefits

$1,354

Filer's total

$184,771
Zach Greenside

IT Director

Total calculated

$148,328

From this org

$131,594

From related orgs

$0

Other

$16,734

Hours/week

37.5
Amie Newman

Director of Marketing and Communications

Total calculated

$135,668

From this org

$118,675

From related orgs

$0

Other

$16,993

Hours/week

37.5
Sasha Barcheski

Controller

Total calculated

$135,252

From this org

$119,235

From related orgs

$0

Other

$16,017

Hours/week

37.5
Griffith Lambert

Director of Programs

Total calculated

$131,168

From this org

$115,450

From related orgs

$0

Other

$15,718

Hours/week

37.5
Randi Abrams-Caras

Major Gifts Director

Total calculated

$124,470

From this org

$108,504

From related orgs

$0

Other

$15,966

Hours/week

37.5
Karyn Barer

Board President

Total calculated

$0

Hours/week

5 + 0.5 related
Eric LeVine

Board President-Elect

Total calculated

$0

Hours/week

5 + 0.5 related
Mike Adler

Board Treasurer & Vice President

Total calculated

$0

Hours/week

5 + 0.5 related
Cindy Strauss

Board Secretary

Total calculated

$0

Hours/week

5 + 0.5 related
Rochelle K Goffe

Immediate Past Board President

Total calculated

$0

Hours/week

5 + 0.5 related
Beth Balkany

Board Member

Total calculated

$0

Hours/week

1
Larry Bensussen

Board Member

Total calculated

$0

Hours/week

1
Jeff Bernson

Board Member

Total calculated

$0

Hours/week

1
David Bley

Board Member

Total calculated

$0

Hours/week

1
Zane Brown Jr

Board Member

Total calculated

$0

Hours/week

1
Barrie Galanti

Board Member

Total calculated

$0

Hours/week

1
Gail Giacobbe

Board Member

Total calculated

$0

Hours/week

1
Carolyn Hathaway

Board Member

Total calculated

$0

Hours/week

1
Rachel Hyman

Board Member

Total calculated

$0

Hours/week

1
Delia Jampel

Board Member

Total calculated

$0

Hours/week

1
Wendy Kaplan

Board Member

Total calculated

$0

Hours/week

1
Rivy Poupko Kletenik

Board Member

Total calculated

$0

Hours/week

1
Lauren Lavoie

Board Member

Total calculated

$0

Hours/week

1
Neal Mulnick

Board Member

Total calculated

$0

Hours/week

1
Benj Pollock

Board Member

Total calculated

$0

Hours/week

1
Jessica Shapiro

Board Member

Total calculated

$0

Hours/week

1
Donald Shifrin

Board Member

Total calculated

$0

Hours/week

1
Arthur Shwab

Board Member

Total calculated

$0

Hours/week

1
Ray Silverstein

Board Member

Total calculated

$0

Hours/week

1
Lynne Herer Smith

Board Member

Total calculated

$0

Hours/week

1
Larry Wissow

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 · Written employment contract
3 · Approval by the board or compensation committee
7 · Other non-fixed payments

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
8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 7: Chief Executive Officer was paid a bonus at the discretion of the board, and the other key employees were paid a bonus at the discretion of the CEO.

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.

Seattle Association fof Jewish with Disabilities Supporting Foundation

501(c)(3) · Financial support for independent living program of JFS. · WA

Provenance

Return type: form_990
Tax year: 2023
Filed: 21 April 2025
IRS schema version: 2023v6.0
Source object: 202501359349300935

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