efile Public Visual Render
ObjectId: 201643549349300649 - Submission: 2016-12-19
TIN: 95-1644024
Form
990
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private
foundations)
Do not enter social security numbers on this form as it may be made public.
Information about Form 990 and its instructions is at
www.IRS.gov/form990
.
OMB No. 1545-0047
20
15
Open to Public Inspection
A
For the 2015 calendar year, or tax year beginning
07-01-2015
, and ending
06-30-2016
B
Check if applicable:
Address change
Name change
Initial return
Final return/terminated
Amended return
Application pending
C
Name of organization
JEWISH FAMILY SERVICE OF SAN DIEGO
Doing business as
Number and street (or P.O. box if mail is not delivered to street address)
8804 BALBOA AVE
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SAN DIEGO
,
CA
92123
D Employer identification number
95-1644024
E Telephone number
(858) 637-3000
G
Gross receipts $
19,290,016
F
Name and address of principal officer:
GUINEVERE KERSTETTER
8804 BALBOA AVE
SAN DIEGO
,
CA
92123
I
Tax-exempt status:
501(c)(3)
501(c)
(
)
(insert no.)
4947(a)(1)
or
527
J
Website:
WWW.JFSSD.ORG
H(a)
Is this a group return for
subordinates?
Yes
No
H(b)
Are all subordinates
included?
Yes
No
If "No," attach a list. (see instructions)
H(c)
Group exemption number
K
Form of organization:
Corporation
Trust
Association
Other
L
Year of formation:
1918
M
State of legal domicile:
CA
Part I
Summary
1
Briefly describe the organization’s mission or most significant activities:
IMPACT-DRIVEN ORGANIZATION WORKING TO BUILD A STRONGER, HEALTHIER, MORE RESILIENT SAN DIEGO.
2
Check this box
3
Number of voting members of the governing body (Part VI, line 1a)
........
3
24
4
Number of independent voting members of the governing body (Part VI, line 1b)
.....
4
24
5
Total number of individuals employed in calendar year 2015 (Part V, line 2a)
......
5
323
6
Total number of volunteers (estimate if necessary)
.............
6
759
7a
Total unrelated business revenue from Part VIII, column (C), line 12
........
7a
0
b
Net unrelated business taxable income from Form 990-T, line 34
.........
7b
0
Prior Year
Current Year
8
Contributions and grants (Part VIII, line 1h)
.........
14,095,130
14,639,031
9
Program service revenue (Part VIII, line 2g)
.........
1,786,724
1,505,354
10
Investment income (Part VIII, column (A), lines 3, 4, and 7d )
....
-853,799
-332,574
11
Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)
793,580
576,433
12
Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)
15,821,635
16,388,244
13
Grants and similar amounts paid (Part IX, column (A), lines 1–3 )
...
1,127,787
1,246,981
14
Benefits paid to or for members (Part IX, column (A), line 4)
.....
0
0
15
Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)
12,006,979
12,013,461
16a
Professional fundraising fees (Part IX, column (A), line 11e)
.....
101,977
9,871
b
Total fundraising expenses (Part IX, column (D), line 25)
1,659,381
17
Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)
....
4,131,118
4,747,227
18
Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)
17,367,861
18,017,540
19
Revenue less expenses. Subtract line 18 from line 12
.......
-1,546,226
-1,629,296
Beginning of Current Year
End of Year
20
Total assets (Part X, line 16)
.............
40,958,383
40,403,465
21
Total liabilities (Part X, line 26)
.............
5,523,132
6,360,747
22
Net assets or fund balances. Subtract line 21 from line 20
.....
35,435,251
34,042,718
Part II
Signature Block
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
2016-12-15
Signature of officer
Date
GUINEVERE KERSTETTER
CHIEF FINANCIAL OFFICER
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
ELSA A ROMERO
Preparer's signature
ELSA A ROMERO
Date
2016-12-15
Check
if
self-employed
PTIN
P00485021
Firm's name
AKT LLP
Firm's EIN
93-0623286
Firm's address
7676 HAZARD CENTER DRIVE STE 1300
SAN DIEGO
,
CA
92108
Phone no.
(619) 810-4940
May the IRS discuss this return with the preparer shown above? (see instructions)
..........
Yes
No
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form
990
(2015)
Page 2
Form 990 (2015)
Page
2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III
..............
1
Briefly describe the organization’s mission:
OUR MISSION IS TO BUILD A STRONGER, HEALTHIER, MORE RESILIENT SAN DIEGO BY EMPOWERING INDIVIDUALS AND FAMILIES TO MOVE TOWARD SELF-SUFFICIENCY, SUPPORTING AGING WITH DIGNITY, AND FOSTERING COMMUNITY CONNECTION AND ENGAGEMENT.FOR NINE CONSECUTIVE YEARS, JFS HAS BEEN AWARDED A 4-STAR RATING BY CHARITY NAVIGATOR IN RECOGNITION OF THE AGENCY'S ABILITY TO EFFECTIVELY MANAGE AND GROW ITS RESOURCES AND TO EXECUTE ITS MISSION IN AN EXEMPLARY FISCAL MANNER. NATIONALLY, ONLY 2% OF ALL CHARITIES RATED HAVE ACHIEVED THIS "EXCEPTIONAL" RATING FOR NINE CONSECUTIVE YEARS, DISTINGUISHING JFS AS A RESPONSIBLE STEWARD OF THE PUBLIC TRUST.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ?
.....................
Yes
No
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services?
...........................
Yes
No
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a
(Code:
) (Expenses $
9,323,374
including grants of $
695,788
) (Revenue $
420,298
)
SELF-SUFFICIENCY ACROSS THE LIFESPAN: JEWISH FAMILY SERVICE OF SAN DIEGO SEEKS TO BUILD A SAN DIEGO WHERE EVERY INDIVIDUAL AND FAMILY IS SELF-SUFFICIENT, SOCIALLY CONNECTED, AND AGES WITH DIGNITY. SELF-SUFFICIENCY SERVICES PROVIDED INCLUDE COUNSELING, CASE MANAGEMENT, EMPLOYMENT AND CAREER SERVICES, HUNGER AND FOOD SECURITY, HOUSING AND HOMELESS SERVICES, REFUGEE RESETTLEMENT & IMMIGRATION, AND POSITIVE PARENTING PROGRAM.BREAST CANCER CASE MANAGEMENT - BREAST CANCER CASE MANAGEMENT (BCCM) WORKS WITH CLIENTS TO INCREASE ACCESS TO RESOURCES TO SUPPORT THE PHYSICAL, MENTAL, FINANCIAL, AND SOCIAL WELLBEING DURING ALL STAGES OF DIAGNOSIS, TREATMENT, AND RECOVERY. THE ONLY PROGRAM OF ITS KIND IN SAN DIEGO COUNTY, BCCM UTILIZES AN INTENSIVE MEDICAL CASE MANAGEMENT MODEL. THE CASE MANAGER MEETS WITH WOMEN IN THE COMFORT OF THEIR OWN HOMES TO PROVIDE EMOTIONAL SUPPORT, RESOURCE COORDINATION, FINANCIAL ASSISTANCE, AND HELP NAVIGATING THE HEALTHCARE SYSTEM THROUGHOUT THE COURSE OF TREATMENT. WOMEN WITH ADEQUATE SUPPORT SERVICES ALREADY IN PLACE ARE ABLE TO ACCESS FINANCIAL SUPPORT SERVICES TO HELP ADDRESS THE ECONOMIC IMPACT OF A BREAST CANCER DIAGNOSIS AND TO ENSURE THAT THEY AND THEIR FAMILIES CAN WEATHER THE FINANCIAL IMPACT OF TREATMENT AND RECOVERY. COMMUNITY CASE MANAGEMENT - FOR MORE THAN 15 YEARS, COMMUNITY CASE MANAGEMENT (CCM) HAS PROVIDED CRITICAL ASSISTANCE TO INDIVIDUALS AND FAMILIES IN CRISIS TO HELP THEM IMPROVE THEIR STANDARD OF LIVING, PREVENT REOCCURRING CRISES, AND INCREASE SELF-SUFFICIENCY. CCM CASE MANAGERS WORK IN PARTNERSHIP WITH CLIENTS TO STRENGTHEN THEIR SKILLS FOR FINANCIAL STABILITY AS WELL AS THEIR EMOTIONAL, PHYSICAL, SOCIAL, AND SPIRITUAL HEALTH BY DEVELOPING PERSONALIZED ACTION PLANS TO ADDRESS FINANCIAL CHALLENGES, MENTAL HEALTH AND MEDICAL ISSUES, LACK OF SUPPORT SYSTEMS, AND OTHER BASIC NEEDS. CCM PROVIDES EMERGENCY FOOD, FINANCIAL ASSISTANCE, AND REFERRALS FOR HOUSING, LEGAL, AND HEALTH RESOURCES, IF NEEDED, AND WORKS CLOSELY WITH OTHER JFS SERVICES, INCLUDING HAND UP YOUTH FOOD PANTRY, COUNSELING, EMPLOYMENT AND CAREER SERVICES, BETTER WAY TO WORK, AND AGING & WELLNESS SERVICES.CLINICAL COUNSELING - JFS PROVIDES INDIVIDUAL AND GROUP COUNSELING FOR CHILDREN, TEENS, ADULTS, COUPLES, AND FAMILIES. OUR THERAPISTS SPECIALIZE IN WORKING WITH PEOPLE SUFFERING FROM MOOD AND ANXIETY DISORDERS, SURVIVORS OF VIOLENCE, AND OLDER ADULTS WITH ISSUES RELATED TO THE AGING PROCESS. THERAPISTS WORK IN PARTNERSHIP WITH CLIENTS TO STRENGTHEN COPING SKILLS, BUILD STRATEGIES TO OVERCOME DISORDERS SUCH AS DEPRESSION AND ANXIETY, AND INCREASE SELF-SUFFICIENCY. CLINICAL COUNSELING AT JFS INCREASES PSYCHOLOGICAL WELL-BEING AND SUPPORTS INDIVIDUAL RESILIENCE THROUGHOUT THE LIFESPAN. CLINICAL COUNSELING WORKS CLOSELY WITH OTHER JFS PROGRAMS, SUCH AS COMMUNITY CASE MANAGEMENT, EMPLOYMENT AND CAREER SERVICES, AND AGING & WELLNESS SERVICES, TO REMOVE PRACTICAL BARRIERS TO TREATMENT AND TO INCREASE INDEPENDENCE.DESERT VISTA PERMANENT SUPPORTIVE HOUSING - DESERT VISTA PERMANENT SUPPORTIVE HOUSING IS THE ONLY PROGRAM OF ITS KIND IN THE COACHELLA VALLEY SPECIFICALLY TARGETING CHRONICALLY HOMELESS AND INDIVIDUALS WITH DISABILITIES AND PROVIDES BOTH HOUSING AND INTENSIVE SUPPORT TO PERMANENTLY DISABLED, HOMELESS INDIVIDUALS IN RIVERSIDE COUNTY. CLIENTS GO DIRECTLY FROM THE STREETS AND EMERGENCY SHELTERS INTO JFS DESERT VISTA AND DESERT HORIZON APARTMENTS LOCATED IN THE WESTERN COACHELLA VALLEY. THE DESERT VISTA AND DESERT HORIZON SITES HAVE A COMBINED CAPACITY TO SERVE UP TO 58 CHRONICALLY HOMELESS MEN AND WOMEN. THE PROGRAM'S PURPOSE IS TO PROVIDE PERMANENT HOUSING AND COMPREHENSIVE SERVICES TO MEN AND WOMEN WHOSE HOMELESSNESS IS EXACERBATED BY A RANGE OF BARRIERS TO REMAINING IN INDEPENDENT HOUSING. EMPLOYMENT & CAREER SERVICES - EMPLOYMENT & CAREER SERVICES (ECS) ASSISTS UNEMPLOYED AND UNDEREMPLOYED INDIVIDUALS IN SAN DIEGO COUNTY THROUGH ITS NEWLY DEVELOPED CAREER KICK-START PROGRAM. CAREER KICK-START PROVIDES COMPREHENSIVE JOB SEARCH ASSISTANCE, INCLUDING EMPLOYMENT CASE MANAGEMENT, JOB REFERRALS, AND ACCESS TO NETWORKING OPPORTUNITIES. CAREER KICK-START PROVIDES THE TOOLS TO FIND MEANINGFUL AND FULFILLING EMPLOYMENT THAT LEADS TO SELF-SUFFICIENCY. ECS ALSO OPERATES THE FEDERALLY FUNDED SENIOR COMMUNITY SERVICE EMPLOYMENT PROGRAM (SCSEP) IN SAN DIEGO COUNTY, PROVIDING COMMUNITY TRAINING PLACEMENTS AND SUPPORT TO OLDER WORKERS WITH BARRIERS TO EMPLOYMENT. SCSEP SERVES MEN AND WOMEN 55 YEARS OLD OR OLDER WHO HAVE A FAMILY INCOME AT OR BELOW 125% OF THE FEDERAL POVERTY LEVEL. THESE CLIENTS HAVE LOW EMPLOYMENT PROSPECTS DUE TO SIGNIFICANT BARRIERS IN THEIR LIVES, SUCH AS HOMELESSNESS, INTERGENERATIONAL POVERTY, MEDICAL CONDITIONS, AND DISABILITIES.FAMILY CONNECTIONS - FAMILY CONNECTIONS COMBINES THE SERVICES OF SUPPORTING JEWISH SINGLE PARENTS (SJSP) AND JEWISH BIGPALS. SJSP PARENTS CONNECT TO OTHER JEWISH SINGLE PARENTS AND LEARN HOW TO ACCESS VITAL COMMUNITY RESOURCES THROUGH NETWORKING, EMOTIONAL AND FINANCIAL SUPPORT, AND ADVOCACY. SJSP STRENGTHENS PARTICIPANTS' SENSE OF BELONGING TO THE JEWISH COMMUNITY. BIG PALS ARE CARING ADULTS WHO MENTOR CHILDREN AGES 6-16 FROM NON-TRADITIONAL OR SINGLE-PARENT FAMILIES. BIG PALS HELP THEIR LITTLE PALS DEVELOP SELF-ESTEEM, JEWISH IDENTITY, AND BUILD LASTING RELATIONSHIPS THAT CAN CHANGE THEIR PERSPECTIVE ON THE WORLD. GIRLS GIVE BACK - TEENAGE GIRLS WHO PARTICIPATE IN THE GIRLS GIVE BACK (GGB) PROGRAM INCREASE THEIR LEADERSHIP SKILLS, RESILIENCE, SELF-CONFIDENCE, AND CONNECTION TO THE JEWISH COMMUNITY BY PLANNING SERVICE PROJECTS THAT GIVE BACK TO SAN DIEGO IN A POSITIVE WAY. GIRLS GIVE BACK TEENS PARTICIPATE IN LEADERSHIP DEVELOPMENT TRAINING OVER THE SUMMER, A DAYLONG TEAM-BUILDING RETREAT IN THE FALL, AND MONTHLY MEETINGS THROUGHOUT THE ACADEMIC YEAR. THEY LEARN ABOUT WOMEN'S ISSUES, MEET WITH LOCAL LEADERS, AND ENGAGE IN ADVOCACY, COMMUNITY OUTREACH, EVENT PLANNING, AND MENTORSHIP OF YOUNGER GIRLS TO CREATE POSITIVE SOCIAL CHANGE FOR WOMEN AND GIRLS ACROSS SAN DIEGO.HAND UP YOUTH FOOD PANTRY HOLIDAY PROGRAM - SAN DIEGANS FACING HUNGER COME TO THE HAND UP YOUTH FOOD PANTRY FOR NUTRITIOUS FOOD AND OTHER RESOURCES THAT ALLEVIATE THEIR HUNGER, LOWER THEIR STRESS LEVELS, AND HELP THEM TO PREPARE HEALTHY MEALS FOR THEMSELVES AND THEIR FAMILIES. TO HELP OUR CLIENTS CELEBRATE IMPORTANT HOLIDAYS IN A DIGNIFIED MANNER, THE HAND UP YOUTH FOOD PANTRY HOLIDAY PROGRAM PROVIDES HOLIDAY-SPECIFIC FOOD ITEMS, LIKE TURKEY AND CRANBERRIES, AROUND THANKSGIVING AND PASSOVER. HOLIDAY PACKAGES ARE PROVIDED TO PEOPLE WHO RECEIVE SUPPORT FROM ALL JFS PROGRAMS, INCLUDING GERIATRIC CARE MANAGEMENT, COMMUNITY CASE MANAGEMENT, PROJECT SARAH, FOODMOBILE, REFUGEE RESETTLEMENT AND IMMIGRATION SERVICES, THE POSITIVE PARENTING PROGRAM, AND SUPPORTING JEWISH SINGLE PARENTS (SJSP).HAND UP TEEN LEADERSHIP PROGRAM - THE TEEN PARTICIPANTS IN THE HAND UP TEEN LEADERSHIP PROGRAM IMPROVE THEIR LEADERSHIP SKILLS, INCREASE THEIR CONFIDENCE AND RESILIENCE, IDENTIFY AS POSITIVE AGENTS FOR CHANGE, BUILD THEIR AWARENESS ABOUT THE ISSUES OF HUNGER AND FOOD INSECURITY IN SAN DIEGO, AND INCREASE THEIR ABILITY TO ASSUME LEADERSHIP ROLES IN THE COMMUNITY.THE TEENS ADVANCE THE WORK OF THE HAND UP YOUTH FOOD PANTRY, WHICH DISTRIBUTES SUPPLEMENTAL FOOD AND HYGIENE ITEMS TO THOUSANDS OF PEOPLE IN NEED ACROSS SAN DIEGO COUNTY. HAND UP TEEN LEADERS SUPERVISE VOLUNTEERS IN THE FOOD PANTRY AND AT MILITARY FOOD DISTRIBUTIONS, DELIVER COMMUNITY EDUCATIONAL PRESENTATIONS ON FOOD INSECURITY, RAISE FUNDS, AND PARTICIPATE IN ADVOCACY WORK TO ALLEVIATE HUNGER.
4b
(Code:
) (Expenses $
4,861,842
including grants of $
518,556
) (Revenue $
894,033
)
AGING WITH DIGNITY: JEWISH FAMILY SERVICE IS THE PREMIER PROVIDER OF SERVICES TO OLDER ADULTS IN SAN DIEGO. JEWISH FAMILY SERVICE SENIOR PROGRAMS INCLUDE GERIATRIC CARE MANAGEMENT, TRANSPORTATION-ON THE GO, SERVING OLDER HOLOCAUST SURVIVORS (SOS), SOCIAL AND WELLNESS CENTERS, FIX IT SERVICE AND FOODMOBILEGERIATRIC CARE MANAGEMENT - THE GERIATRIC CARE MANAGEMENT (GCM) PROGRAM PROVIDES OLDER ADULTS AND THEIR CAREGIVERS WITH A BETTER QUALITY OF LIFE THROUGH IMPROVED MANAGEMENT OF THEIR HEALTH NEEDS, AND ENHANCED SUPPORT SYSTEMS. TO MAXIMIZE INDEPENDENCE AND ENHANCE CLIENTS' ABILITY TO AGE WITH DIGNITY, GCM'S TRAINED GERIATRIC SPECIALISTS COORDINATE MEDICAL CARE, PROVIDE TRANSPORTATION, ASSIST WITH PAPERWORK, ADVOCATE, AND LINK CLIENTS TO COMMUNITY AND AGENCY RESOURCES.JFS FIX-IT SERVICE - FOR 15 YEARS, THE JFS FIX-IT SERVICE HAS HELPED OLDER ADULTS IN SAN DIEGO COUNTY AGE WITH DIGNITY BY ENABLING THEM TO LIVE INDEPENDENTLY AND SAFELY IN THEIR HOMES. THE PROGRAM SIGNIFICANTLY EASES THE BURDEN FOR UNPAID CAREGIVERS -SPOUSES, FAMILY MEMBERS, AND FRIENDS - WHO ALL WANT TO HELP THEIR LOVED ONES CONTINUE TO LIVE IN FAMILIAR ENVIRONMENTS AS THEY AGE. SERVICES ARE PROVIDED BY DEDICATED, SCREENED, AND TRAINED VOLUNTEERS WHO CONDUCT FREE FOUR-POINT SAFETY CHECKS, MINOR HOME-SAFETY REPAIR, AND MODIFICATIONS. JFS FIX-IT SERVICE PROVIDES ALL LABOR AND REPAIRS FREE OF CHARGE THROUGH THE WORK OF VOLUNTEERS, AND A GRANT FROM THE COUNTY OF SAN DIEGO AGING & INDEPENDENCE SERVICES.NUTRITION SERVICES - JFS NUTRITION SERVICES PRODUCE AND DELIVER KOSHER MEALS THROUGHOUT SAN DIEGO COUNTY. THE MEALS HELP OLDER ADULTS, AND YOUNGER ADULTS WITH DISABILITIES (AGED 18 AND OVER), TO AGE WITH DIGNITY, MAINTAIN THEIR INDEPENDENCE, AND CONTINUE LIVING IN THEIR OWN HOMES. MEALS ARE SERVED AT JFS SOCIAL & WELLNESS CENTERS, AND ARE ALSO DELIVERED TO CLIENTS' HOMES THROUGH JFS FOODMOBILE. TRAINED DRIVERS AND VOLUNTEERS CONDUCT A WELLNESS CHECK AND REPORT ANY CONCERNS TO THE FOODMOBILE COORDINATOR. COMPLIMENTARY GROCERIES AND PET FOOD SUPPLIED BY THE JFS HAND UP YOUTH FOOD PANTRY ARE AVAILABLE ON A MONTHLY BASIS. WITH NUTRITION SERVICES SUPPORT, OLDER ADULTS AND YOUNGER ADULTS WITH DISABILITIES NOT ONLY INCREASE THEIR ACCESS TO NUTRITIOUS FOODS, THEY ALSO IMPROVE THEIR INDEPENDENCE AND EXPERIENCE REDUCED ISOLATION.ON THE GO - ON THE GO: TRANSPORTATION SOLUTIONS FOR OLDER ADULTS OFFERS SHUTTLE SERVICE, EXCURSIONS, RIDES & SMILES , ON THE GO SILVER, AND TAXI SCRIP. SHUTTLES PROVIDE GROUP TRANSPORTATION TO JFS'S SOCIAL & WELLNESS CENTERS, SHOPPING, ERRANDS, CULTURAL EVENTS AND RELIGIOUS SERVICES. EXCURSIONS PROVIDE GROUP TRANSPORTATION TO DESTINATIONS SUCH AS THE THEATER, MUSEUMS, AND TOURS OF SAN DIEGO. RIDES & SMILES , AN AWARD-WINNING AND INTERNATIONALLY-RECOGNIZED SERVICE, OFFERS INDIVIDUAL RIDES PROVIDED PRIMARILY BY VOLUNTEERS USING THEIR OWN CARS. ON THE GO SILVER IS A PREMIUM FEE-BASED SERVICE THAT ACCOMMODATES INDIVIDUAL RIDERS' DOOR-TO-DOOR NEEDS AND GROUP TRANSPORTATION. THE TAXI SCRIP PROGRAM FILLS GAPS IN SERVICE NOT MET BY OTHER ON THE GO OFFERINGS. ON THE GO MEETS SENIORS' BASIC TRANSPORTATION NEEDS, DECREASES ISOLATION, AND INCREASES COMMUNITY CONNECTIONS. A TOTAL OF 1,796 INDIVIDUALS OVER THE AGE OF 60 ARE ENROLLED IN ON THE GO.SOCIAL & WELLNESS CENTERS - THE JFS SOCIAL & WELLNESS CENTERS - AT COLLEGE AVENUE, NORTH COUNTY INLAND AND THE JFS COASTAL CLUB AT TEMPLE SOLEL - PROVIDE DROP-IN PROGRAMMING FOR ACTIVE OLDER ADULTS IN NORTHERN AND CENTRAL SAN DIEGO. THEY OFFER LEARNING OPPORTUNITIES, EXERCISE, JUDAIC PROGRAMMING, NUTRITIOUS MEALS, AND SOCIALIZATION. THE CENTERS OFFER INFORMATION AND SUPPORT ABOUT THE AGING PROCESS, ASSISTANCE ACCESSING SOCIAL SERVICES, AND COMPANIONSHIP, RECREATION, AND COMMUNITY CONNECTION - ALL OF WHICH ARE PROVEN TO PREVENT ISOLATION, MAINTAIN HEALTH, AND SUPPORT INDEPENDENT LIVING AT HOME.SERVING OLDER SURVIVORS - SINCE THE 1990S, SERVING OLDER SURVIVORS (SOS) HAS BEEN ADDRESSING THE NEEDS OF SAN DIEGANS WHO SUFFERED SO MUCH DURING THE HOLOCAUST. THE GOALS OF SOS ARE TO DECREASE SURVIVORS' EMOTIONAL DISTRESS, MAXIMIZE THEIR INDEPENDENCE, AND INCREASE THEIR COMMUNITY CONNECTIONS. SOS PROVIDES GERIATRIC CARE MANAGEMENT SERVICES, INCLUDING ASSESSMENTS, CARE PLANS, CONSULTATIONS, ADVOCACY, COORDINATION, EMOTIONAL SUPPORT, HELP WITH CARE IN THE HOME, AS WELL AS DIRECT FINANCIAL ASSISTANCE.UNIVERSITY CITY OLDER ADULT CENTER - THE UNIVERSITY CITY OLDER ADULT CENTER (UCOAC) IS LOCATED AT CONGREGATION BETH ISRAEL. THREE DAYS PER WEEK, THE CENTER OFFERS A VARIETY OF ACTIVITIES DESIGNED TO PROVIDE SUPPORT TO FRAIL OLDER ADULTS, THEIR CAREGIVERS, AND THEIR FAMILIES. UCOAC IS A HAVEN FOR THOSE WHO HAVE BEEN DIAGNOSED WITH ALZHEIMER'S DISEASE OR DEMENTIA, ARE RECENTLY WIDOWED, OR HAVE BECOME SOCIALLY ISOLATED.
4c
(Code:
) (Expenses $
1,402,012
including grants of $
32,637
) (Revenue $
191,023
)
COMMUNITY CONNECTIONS AND ENGAGEMENT: JEWISH FAMILY SERVICE BELIEVES THAT TO BE TRULY SELF-SUFFICIENT, ONE MUST BE CONNECTED TO A COMMUNITY. IN TIMES OF CRISIS, WHEN INDIVIDUALS AND FAMILIES FACE THE GREATEST CHALLENGES, ECONOMIC SECURITY ALONE DOES NOT PROVIDE THE SUPPORT REQUIRED TO OVERCOME THE OBSTACLE AT HAND. COMMUNITY CONNECTION AND ENGAGEMENT PROGRAMS INCLUDE LEADERSHIP PROGRAMS, BIG PALS, SERVING JEWISH SINGLE PARENTS AND NORTH COUNTY JEWISH CONNECTIONSEMBRACE-A-FAMILY - EACH YEAR INDIVIDUALS, FAMILIES, SERVICE AND FAITH-BASED COMMUNITY GROUPS, AND BUSINESSES DONATE NEW HOLIDAY GIFTS TO THE EMBRACE-A-FAMILY PROGRAM TO HELP ENSURE THAT FAMILIES UNABLE TO PURCHASE THEM HAVE GIFTS FOR THE HOLIDAYS. THIS PROGRAM OFFERS THE COMMUNITY A MEANINGFUL WAY TO MAKE THE HOLIDAY SEASON A LITTLE BRIGHTER FOR FAMILIES STRUGGLING TO MAKE ENDS MEET.HUNGER ADVOCACY NETWORK - THE HUNGER ADVOCACY NETWORK (HAN) IS A COLLABORATIVE COMPRISED OF ORGANIZATIONS THAT WORK TOGETHER TO ACHIEVE A LONG-TERM, SYSTEMIC REDUCTION IN FOOD INSECURITY IN SAN DIEGO BY SHAPING STATE POLICY. WITH ONGOING TECHNICAL SUPPORT FROM JEWISH FAMILY SERVICE, THE NETWORK HAS BECOME A STRONG, WELL-RESPECTED COALITION OF MORE THAN 20 ORGANIZATIONS WHO INCREASE ACCESS TO VITAL FOOD ASSISTANCE PROGRAMS.VOLUNTEER ENGAGEMENT - NEWLY CERTIFIED AS A SERVICE ENTERPRISE FOR IT EFFECTIVE AND STRATEGIC ENGAGEMENT OF VOLUNTEERS, JFS IS COMMITTED TO LEVERAGING VOLUNTEER TALENTS AT ALL LEVELS OF THE AGENCY. THE VOLUNTEER ENGAGEMENT DEPARTMENT SUPPORTS THE AGENCY BY RECRUITING AND RETAINING VOLUNTEER SKILLS AND TALENT. WITH MORE THAN 1,000 VOLUNTEERS, JFS IS DEDICATED TO CREATING MEANINGFUL VOLUNTEER OPPORTUNITIES FOR PEOPLE IN SEARCH OF BETTER LIVES AND FOR THOSE SEEKING TO MAKE BETTER LIVES POSSIBLE.
(Code:
) (Expenses $
including grants of $
) (Revenue $
)
HAND UP YOUTH FOOD PANTRY - SAN DIEGANS FACING HUNGER COME TO THE HAND UP YOUTH FOOD PANTRY FOR NUTRITIOUS FOOD AND OTHER RESOURCES THAT ALLEVIATE THEIR HUNGER, LOWER THEIR STRESS LEVELS, AND HELP THEM TO PREPARE HEALTHY MEALS FOR THEMSELVES AND THEIR FAMILIES. ALONG WITH FOOD, STAFF PROVIDE VALUABLE REFERRALS TO COMMUNITY RESOURCES AS WELL AS TO JFS SERVICES, SO CLIENTS CAN GET THE HELP THEY NEED TO BECOME MORE SELF-SUFFICIENT AND FOOD SECURE. WITH AN EMPHASIS ON FRESH PRODUCE AND HEALTHY FOOD OPTIONS, HAND UP DISTRIBUTES FOOD AT THE CLIENT CHOICE PANTRY AT ITS KEARNY MESA CAMPUS, AT THE COLLEGE AVENUE SOCIAL & WELLNESS CENTER, AT ST. PAUL'S CATHEDRAL, MURPHY CANYON MILITARY HOUSING, CAMP PENDLETON, AND CHABAD OF DOWNTOWN, AS WELL AS VIA THE JFS FOODMOBILE. HAND UP PROVIDES SUPPLEMENTAL FOOD TO ANYONE IN NEED IN SAN DIEGO COUNTY. THOSE SERVED COME FROM A WIDE ARRAY OF BACKGROUNDS AND LIFE EXPERIENCES. AMONG CLIENTS ARE OLDER ADULTS LIVING ON FIXED INCOMES, CHRONICALLY AND TEMPORARILY HOMELESS INDIVIDUALS, FAMILIES FACING FINANCIAL CRISES DUE TO JOB LOSS OR UNEXPECTED EXPENSES, MILITARY FAMILIES WHO HAVE DIFFICULTY MAKING ENDS MEET IN THE SAN DIEGO ECONOMY, NEWLY-ARRIVED REFUGEES, SINGLE PARENTS WITH LOW INCOMES, PEOPLE REBUILDING THEIR LIVES AFTER LEAVING DOMESTIC VIOLENCE SITUATIONS, AND INDIVIDUALS LIVING WITH DISABILITIES AND CHRONIC HEALTH CONDITIONS. HAND UP IS ONE OF THE LARGEST LOCAL PANTRIES DELIVERING FOOD AND HYGIENE ITEMS TO ACTIVE DUTY MILITARY FAMILIES WITH LOW INCOMES. HAND UP LOANS - CLIENTS HAVE THE OPPORTUNITY TO RECEIVE INTEREST-FREE LOANS OF UP TO $7,500, TO FUND ACTIVITIES SUCH AS HIGHER EDUCATION, ENHANCED BUSINESS OPPORTUNITIES, TRANSPORTATION, AND FINANCIAL MANAGEMENT TO SUPPORT LONG-TERM SELF-SUFFICIENCY THROUGH JFS'S PARTNERSHIP WITH JEWISH FREE LOAN ASSOCIATION, LOS ANGELES.IMMIGRATION SERVICES - WIDELY RECOGNIZED AS A TRUSTED PROVIDER IN THE COMMUNITY, JFS IMMIGRATION SERVICES PROVIDE LOW INCOME INDIVIDUALS AND FAMILIES WITH HIGH-QUALITY LEGAL REPRESENTATION FOR A NOMINAL FEE. IMMIGRATION SERVICES STAFF HELP CLIENTS IDENTIFY AND APPLY FOR AVAILABLE IMMIGRATION BENEFITS, SUCH AS CITIZENSHIP, PERMANENT RESIDENCY OR WORK ELIGIBILITY. THIS HELPS THEM GAIN GREATER PROTECTION FOR THEMSELVES AND THEIR FAMILIES, BUILD SELF-SUFFICIENCY, AND INCREASE THEIR CIVIC ENGAGEMENT. THE PROGRAM CONNECTS CLIENTS TO ADDITIONAL SERVICES ACCORDING TO THEIR NEEDS; LAST FISCAL YEAR, THESE INCLUDED REFUGEE RESETTLEMENT, THE HAND UP YOUTH FOOD PANTRY, BREAST CANCER CASE MANAGEMENT, PROJECT SARAH (STOP ABUSIVE RELATIONSHIPS AT HOME), AND ACCESS JFS. IMMIGRATION SERVICES STAFF ALSO WORK TO COMBAT THE UNAUTHORIZED PRACTICE OF IMMIGRATION LAW (UPIL) BY DELIVERING EDUCATIONAL PRESENTATIONS TO INCREASE PUBLIC AWARENESS.INTENSIVE PSYCHIATRIC CASE MANAGEMENT - SINCE 2007, THE INTENSIVE PSYCHIATRIC CASE MANAGEMENT (IPCM) PROGRAM HAS CONNECTED JEWISH ADULTS WITH A SERIOUS MENTAL ILLNESS TO JFS CASE MANAGERS TO FOCUS ON STABILIZATION, SOCIALIZATION AND OVERALL FUNCTIONING. IPCM IS THE ONLY PROGRAM IN SAN DIEGO COUNTY THAT PROVIDES UP TO TWO HOURS A WEEK OF INDIVIDUALIZED SUPPORT AT THE CLIENT'S HOME OR A LOCATION OF HIS OR HER CHOICE. JFS CASE MANAGERS ESTABLISHED LONG-TERM, GOAL-ORIENTED, POSITIVE RELATIONSHIPS THAT ASSIST CLIENTS IN DEVELOPING BETTER COPING SKILLS, AND INDEPENDENT LIVING STRATEGIES. THE CASE MANAGER'S ONGOING ASSESSMENT, ADVOCACY, REFERRALS, COORDINATION OF SERVICES, AND SUPPORTIVE INTERVENTION MAXIMIZES EACH CLIENT'S ABILITY TO FUNCTION. THIS EMPOWERING RELATIONSHIP ENCOURAGES LONG-TERM STABILIZATION BY OFFERING CONSISTENT HUMAN CONNECTION.LADIES' LEADERSHIP PROGRAM - THE LADIES' LEADERSHIP PROGRAM (LLP) AIMS TO TRANSFORM THE LIVES OF UNDERSERVED YOUNG WOMEN WHO PARTICIPATE IN THIS YEAR-LONG, AFTERSCHOOL PROGRAM AT STANLEY E. FOSTER SCHOOL OF ENGINEERING, INNOVATION, AND DESIGN (EID) AT KEARNY HIGH SCHOOL. GIRLS ACCOUNT FOR JUST ONE QUARTER OF THE STUDENT BODY AT EID. THIS PROGRAM WAS DESIGNED TO EMPOWER THIS GROUP OF UNDERREPRESENTED STUDENTS TO THRIVE AS CAMPUS AND COMMUNITY LEADERS. THE PROGRAM HELPS DEVELOP AND INCREASE ACADEMIC KNOWLEDGE, LIFE SKILLS, RESILIENCE, SELF-ESTEEM, SELF-EFFICACY, POSITIVE PEER RELATIONSHIPS, AND LEADERSHIP ABILITIES, TO IMPROVE THE LIKELIHOOD OF CAREER SUCCESS IN STEM FIELDS (SCIENCE, TECHNOLOGY, ENGINEERING, AND MATHEMATICS). PATIENT ADVOCACY - THE PATIENT ADVOCACY PROGRAM ENSURES THAT FACILITIES PROVIDING TREATMENT TO CLIENTS UNDERSTAND AND SAFEGUARD THE RIGHTS OF THEIR CLIENTS. SERVICES ARE FREE TO CLIENTS AND INCLUDE REPRESENTING CLIENTS AT HEARINGS; ADVISING MINORS REGARDING THEIR RIGHTS; INVESTIGATING COMPLAINTS REGARDING RIGHTS VIOLATIONS, NEGLECT, ABUSE, AND/OR BREACHES OF CONFIDENTIALITY; AND CONSULTATION AND TRAINING TO SAN DIEGO COUNTY BEHAVIORAL HEALTH SERVICES. THESE SERVICES HAVE RESULTED IN MANY POSITIVE CHANGES TO COUNTY AND HOSPITAL POLICIES AND PROCEDURES. PATIENT ADVOCACY SERVES MENTAL HEALTH CLIENTS THROUGHOUT SAN DIEGO COUNTY WHO ARE IN 24-HOUR LICENSED RESIDENTIAL FACILITIES, INPATIENT SETTINGS, BOARD AND CARE FACILITIES, SELECTED SKILLED NURSING FACILITIES, CRISIS HOUSES, AND LONG-TERM CARE FACILITIES. MANY CLIENTS ARE LOW INCOME AND ARE RECEIVING PUBLIC BENEFITS, SUCH AS SSI, MEDICARE, MEDI-CAL AND COUNTY MEDICAL SERVICES; SOME CLIENTS ARE HOMELESS.POSITIVE PARENTING PROGRAM - THE POSITIVE PARENTING PROGRAM (PPP) USES AN EVIDENCE-BASED CURRICULUM, SHOWN BY MORE THAN 30 YEARS OF RESEARCH TO BE EFFECTIVE FOR THE PREVENTION AND EARLY INTERVENTION OF CHILDHOOD SOCIAL AND EMOTIONAL DISORDERS. THE PROGRAM PROVIDES FREE PARENT EDUCATION IN ENGLISH AND SPANISH AT 120 HEAD START PRESCHOOLS, ELEMENTARY SCHOOLS, AND OTHER SITES ACROSS THE COUNTY. THE FREE CHILDCARE, INCENTIVES AND HEALTHY SNACKS PPP PROVIDES HELP REDUCE BARRIERS TO ATTENDANCE FOR THE FAMILIES WITH LOW INCOMES THAT ARE THE FOCUS OF THE PROGRAM. THREE-, SIX- AND EIGHT-WEEK CLASSES HELP PARENTS AND PROFESSIONALS LEARN HOW TO USE SIMPLE AND PRACTICAL STRATEGIES TO FOSTER RESILIENCE, INDEPENDENCE, RESPECT, AND COOPERATION IN CHILDREN.PROJECT SARAH - PROJECT SARAH (STOP ABUSIVE RELATIONSHIPS AT HOME) EMPOWERS SURVIVORS OF DOMESTIC VIOLENCE TO TAKE CONTROL OF THEIR LIVES. PROJECT SARAH PROVIDES PRACTICAL SOLUTIONS, INCLUDING ACCESS TO COMMUNITY RESOURCES, EMOTIONAL SUPPORT, AND ADVOCACY TO OBTAIN PHYSICAL PROTECTIONS, SUCH AS RESTRAINING ORDERS AND ACCESS TO EMERGENCY SHELTERS. CLIENTS DEVELOP PERSONALIZED SAFETY PLANS THAT OUTLINE SAFETY FOR CHILDREN, AND FOR THEMSELVES WHILE LIVING WITH AN ABUSIVE PARTNER; AND LEARN PROBLEM-SOLVING SKILLS THAT CAN LEAD TOWARD AN INDIVIDUALIZED EXIT STRATEGY. COUNSELORS AND CASE MANAGERS PARTNER WITH CLIENTS TO SHARE VITAL SAFETY INFORMATION REGARDING WOMEN'S HEALTH, AS WELL AS ECONOMIC AND HOUSING RESOURCES TO FACILITATE INDEPENDENCE. JFS DOMESTIC VIOLENCE SUPPORT GROUPS EMPOWER CLIENTS TO CHOOSE HEALTHY RELATIONSHIPS, IDENTIFY ABUSIVE PATTERNS, AND DEVELOP ASSERTIVENESS IN COMMUNICATION, BOUNDARY SETTING, AND SELF-ESTEEM.ROY'S DESERT RESOURCE CENTER - JEWISH FAMILY SERVICE'S ROY'S DESERT RESOURCE CENTER (RDRC) IS THE ONLY COMPREHENSIVE HOMELESS CENTER IN THE WESTERN COACHELLA VALLEY. EACH NIGHT IT OFFERS SHELTER AND EXTENSIVE SUPPORTIVE SERVICES TO 80 HOMELESS INDIVIDUALS - INCLUDING FAMILIES WITH CHILDREN IN THE COACHELLA VALLEY. INDIVIDUAL CLIENTS ARE GIVEN A BED, WHILE FAMILIES RECEIVE PRIVATE ROOMS WITH CRIBS AND BASSINETS WHEN NEEDED. ELIGIBLE CLIENTS ARE SOBER AND PHYSICALLY ABLE TO CARE FOR THEMSELVES, BUT ARE HOMELESS FOR MANY DIFFERENT REASONS. CASE MANAGEMENT PROVIDES CLIENTS WITH THE TOOLS AND RESOURCES TO CREATE A PLAN TO MOVE TOWARDS SELF-SUFFICIENCY, SECURING HOUSING AND SUCCESSFULLY ENDING THEIR HOMELESSNESS.REFUGEE RESETTLEMENT PROGRAM - SINCE ITS INCEPTION IN 1918, JFS HAS PROVIDED RESETTLEMENT SERVICES TO NEWLY-ARRIVING REFUGEES FROM AROUND THE WORLD WHO HAVE FLED THEIR HOMES IN FEAR OF PERSECUTION. REFUGEE RESETTLEMENT SERVICES ASSIST APPROXIMATELY 33 PEOPLE EACH MONTH TO ADAPT TO THEIR NEW HOMES IN THE U.S., AND ACHIEVE ECONOMIC SELF-SUFFICIENCY AND SOCIAL INTEGRATION. JFS STRIVES TO CREATE A NETWORK OF SERVICES THAT LINK AND COORDINATE ASSISTANCE FROM INSTITUTIONS AND AGENCIES THAT PROVIDE MEDICAL, PSYCHO-SOCIAL, EMPLOYMENT, EDUCATIONAL, AND SUPPORT FOR INDIVIDUALS IN NEED OF SUCH ASSISTANCE.
4d
Other program services (Describe in Schedule O.)
(Expenses $
including grants of $
) (Revenue $
)
4e
Total program service expenses
15,587,228
Form
990
(2015)
Page 3
Form 990 (2015)
Page
3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)?
If "Yes," complete Schedule A
.....................
1
Yes
2
Is the organization required to complete
Schedule B, Schedule of Contributors
(see instructions)?
...
2
Yes
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office?
If "Yes," complete Schedule C, Part I
.............
3
No
4
Section 501(c)(3) organizations.
Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year?
If "Yes," complete Schedule C, Part II
..............
4
Yes
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19?
If "Yes," complete Schedule C, Part III
.................
5
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts?
If "Yes," complete Schedule D, Part I
..................
6
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures?
If "Yes," complete Schedule D, Part II
...
7
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets?
If "Yes," complete Schedule D, Part III
.............
8
Yes
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services?
If "Yes," complete Schedule D, Part IV
..............
9
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments?
If "Yes," complete Schedule D, Part V
......
10
Yes
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If "Yes," complete Schedule D, Part VI.
...................
11a
Yes
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16?
If "Yes," complete Schedule D, Part VII
.......
11b
Yes
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16?
If "Yes," complete Schedule D, Part VIII
.......
11c
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16?
If "Yes," complete Schedule D, Part IX
............
11d
No
e
Did the organization report an amount for other liabilities in Part X, line 25?
If "Yes," complete Schedule D, Part X
11e
Yes
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)?
If "Yes," complete Schedule D, Part X
11f
Yes
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If "Yes," complete Schedule D, Parts XI and XII
.................
12a
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year?
If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional
12b
Yes
13
Is the organization a school described in section 170(b)(1)(A)(ii)?
If "Yes," complete Schedule E
13
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?
.....
14a
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more?
If "Yes," complete Schedule F, Parts I and IV
.........
14b
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization?
If “Yes,” complete Schedule F, Parts II and IV
.....
15
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals?
If “Yes,” complete Schedule F, Parts III and IV
...
16
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e?
If "Yes," complete Schedule G, Part I
(see instructions)
....
17
Yes
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a?
If "Yes," complete Schedule G, Part II
............
18
Yes
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a?
If "Yes," complete Schedule G, Part III
...................
19
No
20a
Did the organization operate one or more hospital facilities?
If "Yes," complete Schedule H
....
20a
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
Form
990
(2015)
Page 4
Form 990 (2015)
Page
4
Part IV
Checklist of Required Schedules
(continued)
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1?
If “Yes,” complete Schedule I, Parts I and II
.....
21
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2?
If “Yes,” complete Schedule I, Parts I and III
........
22
Yes
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees?
If "Yes," complete Schedule J
.......................
23
Yes
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002?
If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a
...............
24a
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?
...
24b
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?
...............
24c
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?
...
24d
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations.
Did the organization engage in an excess benefit transaction with a disqualified person during the year?
If "Yes," complete Schedule L, Part I
............
25a
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ?
If "Yes," complete Schedule L, Part I
...................
25b
No
26
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons?
If "Yes," complete Schedule L, Part II
................
26
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons?
If "Yes," complete Schedule L, Part III
.........
27
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee?
If "Yes," complete Schedule L,
Part IV
........................
28a
No
b
A family member of a current or former officer, director, trustee, or key employee?
If "Yes," complete Schedule L, Part IV
.....................
28b
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner?
If "Yes," complete Schedule L, Part IV
...
28c
No
29
Did the organization receive more than $25,000 in non-cash contributions?
If "Yes," complete Schedule M
..
29
Yes
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions?
If "Yes," complete Schedule M
.............
30
No
31
Did the organization liquidate, terminate, or dissolve and cease operations?
If "Yes," complete Schedule N, Part I
.
31
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets?
If "Yes," complete Schedule N, Part II
...........
32
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3?
If "Yes," complete Schedule R, Part I
........
33
Yes
34
Was the organization related to any tax-exempt or taxable entity?
If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1
.........................
34
Yes
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)?
If "Yes," complete Schedule R, Part V, line 2
...
35b
Yes
36
Section 501(c)(3) organizations.
Did the organization make any transfers to an exempt non-charitable related organization?
If "Yes," complete Schedule R, Part V, line 2
.............
36
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes?
If "Yes," complete Schedule R, Part VI
37
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19?
Note.
All Form 990 filers are required to complete Schedule O.
............
38
Yes
Form
990
(2015)
Page 5
Form 990 (2015)
Page
5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V
...........
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable
..
1a
141
b
Enter the number of Forms W-2G included in line 1a.
Enter -0-
if not applicable
.
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners?
..................
1c
Yes
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return
..................
2a
323
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note.
If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?
...
3a
No
b
If “Yes,” has it filed a Form 990-T for this year?
If “No” to line 3b, provide an explanation in Schedule O
...
3b
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?
..
4a
No
b
If "Yes," enter the name of the foreign country:
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?
..
5a
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T?
............
5c
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?
...
6a
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?
......................
6b
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?
....................
7a
Yes
b
If "Yes," did the organization notify the donor of the value of the goods or services provided?
.....
7b
Yes
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?
.........................
7c
No
d
If "Yes," indicate the number of Forms 8282 filed during the year
....
7d
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?
..
7f
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?
......................
7g
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?
..........................
7h
Yes
8
Sponsoring organizations maintaining donor advised funds.
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year?
.........................
8
9a
Did the sponsoring organization make any taxable distributions under section 4966?
...
9a
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?
...
9b
10
Section 501(c)(7) organizations.
Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12
...
10a
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
11
Section 501(c)(12) organizations.
Enter:
a
Gross income from members or shareholders
.........
11a
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.)
..........
11b
12a
Section 4947(a)(1) non-exempt charitable trusts.
Is the organization filing Form 990 in lieu of Form 1041?
12a
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note.
See the instructions for additional information the organization must report on Schedule O.
13a
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans
....
13b
c
Enter the amount of reserves on hand
............
13c
14a
Did the organization receive any payments for indoor tanning services during the tax year?
.....
14a
No
b
If "Yes," has it filed a Form 720 to report these payments?
If "No," provide an explanation in Schedule O
..
14b
Form
990
(2015)
Page 6
Form 990 (2015)
Page
6
Part VI
Governance, Management, and Disclosure
For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI
..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
24
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
24
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee?
.................
2
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person?
.
3
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed?
...........................
4
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets?
.
5
No
6
Did the organization have members or stockholders?
................
6
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body?
....................
7a
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body?
...................
7b
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body?
.......................
8a
Yes
b
Each committee with authority to act on behalf of the governing body?
............
8b
Yes
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address?
If "Yes," provide the names and addresses in Schedule O
.......
9
No
Section B. Policies
(
This Section B requests information about policies not required by the Internal Revenue Code.
)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates?
............
10a
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form?
............................
11a
Yes
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990.
.....
12a
Did the organization have a written conflict of interest policy?
If "No," go to line 13
.......
12a
Yes
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts?
..........................
12b
Yes
c
Did the organization regularly and consistently monitor and enforce compliance with the policy?
If "Yes," describe in Schedule O how this was done
...................
12c
Yes
13
Did the organization have a written whistleblower policy?
...............
13
Yes
14
Did the organization have a written document retention and destruction policy?
.........
14
Yes
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official
...........
15a
Yes
b
Other officers or key employees of the organization
................
15b
Yes
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year?
......................
16a
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements?
............
16b
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filed
CA
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
Own website
Another's website
Upon request
Other (explain in Schedule O)
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
GUINEVERE A KERSTETTER
8804 BALBOA AVENUE
SAN DIEGO
,
CA
92123
(858) 637-3000
Form
990
(2015)
Page 7
Form 990 (2015)
Page
7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII
..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a
Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
List all of the organization’s
current
officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.
List all of the organization’s
current
key employees, if any. See instructions for definition of "key employee."
List the organization’s five
current
highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.
List all of the organization’s
former
officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.
List all of the organization’s
former directors or trustees
that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.
List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and Title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W- 2/1099-MISC)
(E)
Reportable compensation from related organizations (W- 2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
(1)
MEG GOLDSTEIN
......................................................................
CHAIR
4.00
.................
X
X
0
0
0
(2)
MARIE RAFTERY
......................................................................
1ST VICE CHAIR
4.00
.................
X
X
0
0
0
(3)
ADAM WELLAND
......................................................................
2ND VICE CHAIR
4.00
.................
X
X
0
0
0
(4)
MARCIA FOSTER HAZAN
......................................................................
SECRETARY
2.00
.................
X
X
0
0
0
(5)
SHERYL L ROWLING
......................................................................
TREASURER
2.00
.................
X
X
0
0
0
(6)
MICHAEL B ABRAMSON
......................................................................
DIRECTOR
2.00
.................
X
0
0
0
(7)
DEBORAH BUCKSBAUM
......................................................................
DIRECTOR
2.00
.................
X
0
0
0
(8)
LORETTA H ADAMS
......................................................................
DIRECTOR
2.00
.................
X
0
0
0
(9)
KIRA FINKENBERG
......................................................................
DIRECTOR
2.00
.................
X
0
0
0
(10)
AVI FROHLICHMAN
......................................................................
DIRECTOR
2.00
.................
X
0
0
0
(11)
EMILY JENNEWEIN
......................................................................
DIRECTOR
2.00
.................
X
0
0
0
(12)
KATE KASSAR
......................................................................
DIRECTOR
2.00
.................
X
0
0
0
(13)
NADJA KAUDER
......................................................................
DIRECTOR
2.00
.................
X
0
0
0
(14)
MICHAEL LEES
......................................................................
DIRECTOR
2.00
.................
X
0
0
0
(15)
JENNIFER LEVITT
......................................................................
DIRECTOR
2.00
.................
X
0
0
0
(16)
PHILIP LINSSEN
......................................................................
DIRECTOR
2.00
.................
X
0
0
0
(17)
DR JENNY MEISELMAN
......................................................................
DIRECTOR
2.00
.................
X
0
0
0
Form
990
(2015)
Page 8
Form 990 (2015)
Page
8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
(continued)
(A)
Name and Title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W- 2/1099-MISC)
(E)
Reportable compensation from related organizations (W- 2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
(18)
GABRIELLE ORATZ
........................................................................
DIRECTOR
2.00
.......................
X
0
0
0
(19)
RABBI YAEL RIDBERG
........................................................................
DIRECTOR
2.00
.......................
X
0
0
0
(20)
SCOTT SCHINDLER
........................................................................
DIRECTOR
2.00
.......................
X
0
0
0
(21)
BRAD SLAVIN
........................................................................
DIRECTOR
2.00
.......................
X
0
0
0
(22)
ELYSE SOLLENDER
........................................................................
DIRECTOR
2.00
.......................
X
0
0
0
(23)
KARIN TORANTO
........................................................................
DIRECTOR
2.00
.......................
X
0
0
0
(24)
MICHAEL HOPKINS
........................................................................
CHIEF EXECUTIVE OFFICER
40.00
.......................
X
264,621
0
34,313
(25)
GUINEVERE KERSTETTER
........................................................................
CHIEF FINANCIAL OFFICER
30.00
.......................
10.00
X
151,389
0
19,669
(26)
DANA TOPPEL
........................................................................
CHIEF OPERATING OFFICER
40.00
.......................
X
141,880
0
20,633
(27)
DEBORA RODRIGUEZ
........................................................................
CHIEF ADVANCEMENT OFFICER
40.00
.......................
X
179,711
0
20,964
(28)
JOEL CRADDOCK
........................................................................
SR DIRECTOR, HOUSING AND EDUCATION
40.00
.......................
X
101,664
0
11,394
1b
Sub-Total
................
c
Total from continuation sheets to Part VII, Section A
....
d
Total (add lines 1b and 1c)
...........
839,265
0
106,973
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization
5
Yes
No
3
Did the organization list any
former
officer, director or trustee, key employee, or highest compensated employee on line 1a?
If "Yes," complete Schedule J for such individual
..............
3
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000?
If "Yes," complete Schedule J for such
individual
...........................
4
Yes
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization?
If "Yes," complete Schedule J for such person
........
5
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address
(B)
Description of services
(C)
Compensation
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization
0
Form
990
(2015)
Page 9
Form 990 (2015)
Page
9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII
.............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512-514
1a
Federated campaigns
..
1a
b
Membership dues
..
1b
c
Fundraising events
..
1c
88,548
d
Related organizations
1d
70,000
e
Government grants (contributions)
1e
7,628,861
f
All other contributions, gifts, grants, and similar amounts not included above
1f
6,851,622
g
Noncash contributions included
in lines 1a-1f:$
149,927
h Total.
Add lines 1a-1f
.......
14,639,031
Business Code
2a
CLIENT FEES
624100
600,417
600,417
b
PROGRAM REVENUE
624100
513,197
513,197
c
ON THE GO FEES
900099
391,740
391,740
d
e
f
All other program service revenue.
g Total.
Add lines 2a–2f
.....
1,505,354
3
Investment income (including dividends, interest, and other
similar amounts)
..........
557,818
557,818
4
Income from investment of tax-exempt bond proceeds
5
Royalties
...........
(ii) Personal
(i) Real
6a
Gross rents
b
Less: rental expenses
c
Rental income or (loss)
d
Net rental income or (loss)
......
(ii) Other
(i) Securities
7a
Gross amount from sales of assets other than inventory
1,808,450
b
Less: cost or other basis and sales expenses
42,443
2,656,399
c
Gain or (loss)
-42,443
-847,949
d
Net gain or (loss)
.....
-890,392
-890,392
8a
Gross income from fundraising events (not including $
88,548
of contributions reported on line 1c).
See Part IV, line 18
....
a
779,363
b
Less: direct expenses
...
b
202,930
c
Net income or (loss) from fundraising events
..
576,433
576,433
9a
Gross income from gaming activities.
See Part IV, line 19
...
a
b
Less: direct expenses
...
b
c
Net income or (loss) from gaming activities
..
10a
Gross sales of inventory, less
returns and allowances
..
a
b
Less: cost of goods sold
..
b
c
Net income or (loss) from sales of inventory
..
Business Code
Miscellaneous Revenue
11a
b
c
d
All other revenue
....
e
Total.
Add lines 11a–11d
......
12
Total revenue.
See Instructions.
.....
16,388,244
1,505,354
0
243,859
Form
990
(2015)
Page 10
Form 990 (2015)
Page
10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).
Check if Schedule O contains a response or note to any line in this Part IX
..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII.
(A)
Total expenses
(B)
Program service
expenses
(C)
Management and
general expenses
(D)
Fundraising
expenses
1
Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21
2
Grants and other assistance to individuals in the United States. See Part IV, line 22
1,246,981
1,246,981
3
Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16
4
Benefits paid to or for members
5
Compensation of current officers, directors, trustees, and key employees
....
864,965
417,495
131,570
315,900
6
Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)
....
7
Other salaries and wages
8,940,604
7,869,897
232,870
837,837
8
Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions)
....
9
Other employee benefits
.......
1,368,731
1,236,883
31,134
100,714
10
Payroll taxes
...........
839,161
724,500
27,052
87,609
11
Fees for services (non-employees):
a
Management
......
b
Legal
.........
22,069
17,967
2,786
1,316
c
Accounting
...........
49,100
39,975
6,198
2,927
d
Lobbying
...........
e
Professional fundraising services.
See Part IV, line 17
9,871
9,871
f
Investment management fees
......
91,023
91,023
g
Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)
618,214
550,334
18,688
49,192
12
Advertising and promotion
....
54,493
47,303
1,264
5,926
13
Office expenses
.......
386,519
298,713
10,657
77,149
14
Information technology
......
159,187
132,501
5,857
20,829
15
Royalties
..
16
Occupancy
...........
781,757
764,630
3,899
13,228
17
Travel
............
584,760
529,048
40,724
14,988
18
Payments of travel or entertainment expenses for any federal, state, or local public officials
.
19
Conferences, conventions, and meetings
....
20
Interest
...........
57,836
57,836
21
Payments to affiliates
.......
22
Depreciation, depletion, and amortization
..
619,965
516,861
29,523
73,581
23
Insurance
...
179,155
131,470
44,699
2,986
24
Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a
PROGRAM EXPENSES
581,966
578,638
107
3,221
b
EQUIPMENT RENTAL AND EX
280,271
256,535
5,396
18,340
c
REPAIRS AND MAINTENANCE
142,533
129,477
2,604
10,452
d
OTHER EXPENSES
138,379
98,020
27,044
13,315
e
All other expenses
25
Total functional expenses.
Add lines 1 through 24e
18,017,540
15,587,228
770,931
1,659,381
26
Joint costs.
Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation.
Check here
if following SOP 98-2 (ASC 958-720).
Form
990
(2015)
Page 11
Form 990 (2015)
Page
11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX
..............
(A)
Beginning of year
(B)
End of year
1
Cash–non-interest-bearing
........
3,184,227
1
1,477,385
2
Savings and temporary cash investments
.........
2
3
Pledges and grants receivable, net
......
4,698,874
3
3,824,217
4
Accounts receivable, net
.............
514,091
4
171,113
5
Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L
33,278
5
0
6
Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
6
7
Notes and loans receivable, net
....
18,672
7
27,375
8
Inventories for sale or use
........
8
9
Prepaid expenses and deferred charges
......
148,565
9
137,002
10a
Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D
10a
19,575,385
b
Less: accumulated depreciation
10b
2,960,469
13,188,043
10c
16,614,916
11
Investments—publicly traded securities
.
11
12
Investments—other securities. See Part IV, line 11
.....
18,542,049
12
17,518,806
13
Investments—program-related. See Part IV, line 11
..
13
14
Intangible assets
...............
14
15
Other assets. See Part IV, line 11
...........
630,584
15
632,651
16
Total assets.
Add lines 1 through 15 (must equal line 34)
...
40,958,383
16
40,403,465
17
Accounts payable and accrued expenses
.....
2,282,088
17
1,692,117
18
Grants payable
...
18
19
Deferred revenue
.........
286,879
19
305,290
20
Tax-exempt bond liabilities
.........
20
21
Escrow or custodial account liability.
Complete Part IV of Schedule D
21
22
Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons.
Complete Part II of Schedule L
..
22
23
Secured mortgages and notes payable to unrelated third parties
..
2,600,000
23
4,000,000
24
Unsecured notes and loans payable to unrelated third parties
..
24
25
Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24).
Complete Part X of Schedule D
354,165
25
363,340
26
Total liabilities.
Add lines 17 through 25
..
5,523,132
26
6,360,747
Organizations that follow SFAS 117 (ASC 958),
check here
and complete lines 27 through 29, and lines 33 and 34.
27
Unrestricted net assets
24,524,962
27
25,427,004
28
Temporarily restricted net assets
...........
7,283,524
28
4,913,949
29
Permanently restricted net assets
3,626,765
29
3,701,765
Organizations that do not follow SFAS 117 (ASC 958),
check here
and complete lines 30 through 34.
30
Capital stock or trust principal, or current funds
.....
30
31
Paid-in or capital surplus, or land, building or equipment fund
...
31
32
Retained earnings, endowment, accumulated income, or other funds
32
33
Total net assets or fund balances
...........
35,435,251
33
34,042,718
34
Total liabilities and net assets/fund balances
........
40,958,383
34
40,403,465
Form
990
(2015)
Page 12
Form 990 (2015)
Page
12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI
..............
1
Total revenue (must equal Part VIII, column (A), line 12)
............
1
16,388,244
2
Total expenses (must equal Part IX, column (A), line 25)
............
2
18,017,540
3
Revenue less expenses. Subtract line 2 from line 1
..............
3
-1,629,296
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A))
..
4
35,435,251
5
Net unrealized gains (losses) on investments
...............
5
107,846
6
Donated services and use of facilities
.................
6
7
Investment expenses
.....................
7
8
Prior period adjustments
.....................
8
9
Other changes in net assets or fund balances (explain in Schedule O)
........
9
128,917
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
34,042,718
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII
.............
Yes
No
1
Accounting method used to prepare the Form 990:
Cash
Accrual
Other
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
Separate basis
Consolidated basis
Both consolidated and separate basis
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
Separate basis
Consolidated basis
Both consolidated and separate basis
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight
of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
Yes
b
If "Yes," did the organization undergo the required audit or audits?
If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
Yes
Form
990
(2015)
Form 990 (2015)
Additional Data
Software ID:
Software Version:
Form 990, Special Condition Description:
Special Condition Description