Attach to Form 990 or Form 990-EZ.
Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
| (i)Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 9 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
| Total | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any unusual grants.) .... | 89,434 | 124,155 | 232,606 | 151,713 | 191,285 | 789,193 |
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | 89,434 | 124,155 | 232,606 | 151,713 | 191,285 | 789,193 |
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. | ||||||
| 6 | Public support. Subtract line 5 from line 4. | 789,193 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 89,434 | 124,155 | 232,606 | 151,713 | 191,285 | 789,193 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 0 | |||||
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | 7,753 | 5,631 | 11,204 | 24,588 | ||
| 11 | Total support. Add lines 7 through 10. | 813,781 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose...... | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513... | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 6 | Total. Add lines 1 through 5. | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons... | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support. (Subtract line 7c from line 6.) | 0 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
|||||
| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
||
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2015 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2015 |
(iii) Distributable Amount for 2015 |
|
|---|---|---|---|---|
|
1
Distributable amount for 2015 from Section C, line 6 |
||||
|
2
Underdistributions, if any, for years prior to 2015 (reasonable cause required--see instructions) |
||||
| 3 Excess distributions carryover, if any, to 2015: | ||||
| a | ||||
| b | ||||
| c | ||||
| d From 2013....... | ||||
| e From 2014....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2015 distributable amount | ||||
|
i
Carryover from 2010 not applied (see instructions) |
||||
| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2015 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2015 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2015, if any. Subtract lines 3g and 4a from line 2 (if amount greater than zero, see instructions) |
||||
|
6
Remaining underdistributions for 2015. Subtract lines 3h and 4b from line 1 (if amount greater than zero, see instructions) |
||||
|
7 Excess distributions carryover to 2016. Add lines 3j and 4c. |
||||
| 8 Breakdown of line 7: | ||||
| a | ||||
| b | ||||
| c Excess from 2013....... | ||||
| d From 2014....... | ||||
| e From 2015....... | ||||
| Facts And Circumstances Test |
|---|
| Return Reference | Explanation |
|---|---|
| Pt II Ln 10 | Other Income Part II, Line 10 Description: Fundraising 2013: 7753. 2014: 5631. 2015: 11204. |
| Software ID: | 15000272 |
| Software Version: |
Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at| Return Reference | Explanation |
|---|---|
| Pt VI, Line 11b | The 990 is prepared by independent accountants, reviewed by management and the Finance Committee, then presented to the Board for review, proposed revisions and final approval. |
| Pt VI, Line 12c | Enforced as necessary. Any Board Member with a conflict of interest on any specific issue informs the Board and abstains from voting on the issue. |
| Pt VI, Line 15a | In the annual budgeting process, the Board approves a budget line for aggregate salary expense. Thereafter, individual salaries and salary increases for employees are determined by the Executive Director. The Board of directors sets the Executive Director's salary after a performance review and a check of comparable salary information for nonprofit organizations with similar budgets. |
| Pt VI, Line 18 | Forms 1023 and 990 are available upon request. |
| Pt VI, Line 19 | Governing documents and reviewed financial statements are available upon request. |
| Other | DESCRIPTION OF ALL PROGRAMS 1.ELDER CLUB. JFS OFFERS AN ENGAGING AND UPBEAT PROGRAM FOR OLDER ADULTS WHO MAY HAVE PHYSICAL LIMITATIONS AND/OR MILD TO MODERATE MEMORY CHALLENGES AND MAY BE ISOLATED WITH LIMITED OPPORTUNITIES FOR SOCIAL INTERACTION. THE ELDER CLUB PROVIDES PARTICIPANTS WITH A WIDE RANGE OF ACTIVITIES, ABILITY-APPROPRIATE EXERCISE, AND NUTRITIOUS MEALS PREPARED ON-SITE. PEER SOCIALIZATION AND FRIENDSHIP ARE ENJOYED IN A SAFE GROUP SETTING WITH PROFESSIONAL FACILITATION AND SUPPORT. AT THE SAME TIME, FAMILY CAREGIVERS RECEIVE MUCH-NEEDED RESPITE TO ATTEND TO THEIR OWN NEEDS. BETWEEN JULY 2015 AND JUNE 2016, JFS ELDER CLUB PROVIDED 1147 CLIENT-DAYS OF SOCIALIZATION AND SUPPORT FOR 24 INDIVIDUALS. FORTY-FIVE PERCENT OF ELDER CLUB MEMBERS RECEIVED SCHOLARSHIPS TO PAY FOR THEIR ATTENDANCE. 2.CASE MANAGEMENT, RESOURCE COORDINATION & CLIENT ASSISTANCE. JFS PROVIDES PERSON-CENTERED ASSESSMENTS AND GUIDED ACCESS TO RESOURCES WITH A SOCIAL WORK CASE MANAGER. CLIENTS ARE ENGAGED IN IDENTIFYING NEEDS AND WORKING TO ACHIEVE GOALS AND IMPROVE QUALITY OF LIFE. JFS PROVIDES INFORMATION, REFERRALS, DIRECT ASSISTANCE AND COORDINATION OF RESOURCES INCLUDING LONG-TERM CARE PLACEMENT, RESPITE SERVICES, MEDICAL AND MENTAL HEALTH NEEDS, IN-HOME ASSISTANCE AND CAREGIVER SUPPORT. BETWEEN JULY 2015 AND JUNE 2016, JFS PROVIDED OVER 480 HOURS OF CASE MANAGEMENT SERVICES TO 169 CLIENTS.3.MENTAL HEALTH COUNSELING. JFS BELIEVES THAT MENTAL HEALTH CARE SHOULD BE ACCESSIBLE TO ALL REGARDLESS OF COST. THAT IS WHY OUR SERVICES ARE PROVIDED ON A SLIDING SCALE WITH NO ONE TURNED AWAY FOR INABILITY TO PAY. WHILE WE ARE UNIQUELY ABLE TO ADDRESS ISSUES AND CHALLENGES SPECIFIC TO THE JEWISH EXPERIENCE, OUR SERVICES ARE OPEN TO PEOPLE OF ALL FAITHS, RACES, GENDERS, SEXUAL ORIENTATIONS, ETHNICITIES, NATIONALITIES, AND AGES. JFS IS A SMALL AND INTIMATE AGENCY, OFFERING A COMFORTABLE AND SAFE EXPERIENCE FOR EVERY PERSON ENGAGED IN THERAPY WITH US. IN ADDITION, JFS PROVIDES A MUCH NEEDED SERVICE FOR OLDER ADULTS BECAUSE WE ARE ONE OF ONLY A FEW MEDICARE PROVIDERS OF MENTAL HEALTH CARE IN WESTERN NORTH CAROLINA. BETWEEN JULY 2015 AND JUNE 2016, JFS'S LICENSED CLINICAL SOCIAL WORKERS PROVIDED 546 HOURS OF COUNSELING SERVICES TO 39 CLIENTS IN A CONFIDENTIAL SETTING, ADDRESSING ISSUES INCLUDING DEPRESSION, ANXIETY, GRIEF, ADJUSTMENT DISORDERS, RELATIONSHIP PROBLEMS, STRESS, HEALTHY AGING, CAREGIVER SUPPORT, AND LGBTQ SUPPORT. SLIDING SCALE DISCOUNTS WERE OFFERED TO ALL UNINSURED AND UNDERINSURED CLIENTS. SIXTY-EIGHT PERCENT OF JFS CLIENTS RECEIVED SLIDING SCALE DISCOUNTS ON SELF-PAY FEES, COPAYS AND COINSURANCE. 4.SENIOR SERVICES. JFS STAFF AND VOLUNTEERS PROVIDE HOLIDAY KOSHER MEAL DELIVERIES, FRIENDLY VISITORS, AND FAMILY CONSULTATION ON RETIREMENT, LONG-TERM CARE OPTIONS, CAREGIVER SUPPORT, AND OTHER AGING ISSUES.5.OUTREACH AND COMMUNITY SERVICE. JFS IS CONTINUALLY WORKING TO IDENTIFY NEEDS AND ASSIST UNDERSERVED JEWISH COMMUNITIES THROUGHOUT WESTERN NORTH CAROLINA.6.FOOD PANTRY AND EMERGENCY ASSISTANCE. JFS MAINTAINS A FOOD PANTRY WITH A WIDE VARIETY OF NUTRITIOUS ITEMS FOR ANY INDIVIDUAL OR FAMILY NEEDING TEMPORARY ASSISTANCE. WE ALSO HAVE INGLES GIFT CARDS FOR GROCERIES AND GAS, AS WELL AS ASHEVILLE CITY TRANSIT BUS TICKETS. THE JFS FOOD PANTRY IS THE ONLY JEWISH FOOD PANTRY IN WESTERN NORTH CAROLINA. ADDITIONALLY, JFS CAN APPLY, ON BEHALF OF CLIENTS, TO THE WNC JEWISH FEDERATION KEREN AMI FUND, WHICH IS DEDICATED TO ASSISTING JEWISH INDIVIDUALS AND FAMILIES WITH TEMPORARY ASSISTANCE FOR RENT, UTILITIES AND OTHER FINANCIAL EMERGENCIES AND CRISIS SITUATIONS. |
| Form 990EZ, Part I, Line 16 | Advertising and Marketing |
| Form 990EZ, Part I, Line 16 | Community Service |
| Form 990EZ, Part I, Line 16 | Computer Hardware & Software |
| Form 990EZ, Part I, Line 16 | Elder Club Food/Activities |
| Form 990EZ, Part I, Line 16 | In-Kind Expense |
| Form 990EZ, Part I, Line 16 | Insurance |
| Form 990EZ, Part I, Line 16 | Kosher Meal Deliveries |
| Form 990EZ, Part I, Line 16 | Office Expenses |
| Form 990EZ, Part I, Line 16 | Miscellaneous |
| Form 990EZ, Part I, Line 16 | Other Program Expense |
| Form 990EZ, Part I, Line 16 | Professional Dues |
| Form 990EZ, Part I, Line 16 | Supplies and Equipment |
| Form 990EZ, Part I, Line 16 | Telephone and Internet |
| Form 990EZ, Part I, Line 16 | Travel/Meeting/Conference Fees |
| Form 990EZ, Part I, Line 16 | Vol./Board/Staff Appreciation |
| Form 990EZ, Part II, Line 24 | Pledges and Grants Receivable 35000. |
| Form 990EZ, Part II, Line 24 | Accounts Receivable 8052. |
| Form 990EZ, Part II, Line 24 | Security Deposit 2100. |
| Form 990EZ, Part II, Line 24 | Sales Tax Receivable 744. |
| Form 990EZ, Part II, Line 26 | Accounts Payable 1439. |
| Form 990EZ, Part II, Line 26 | Credit Cards Payable 832. |
| Form 990EZ, Part II, Line 26 | Accrued Payroll 5166. |
| Form 990EZ, Part II, Line 26 | Equipment Note 7825. |
| Form 990, Part III, Line 4d | problems, stress, healthy aging, caregiver support, and 0. 0. 0. |
| Form 990, Part III, Line 4d | Other Program Services 7369. 0. 0. |
| Form 990, Part IX, Line 24e | Volunteer/Board/Staff Appreciation 174. 174. 0. 0. |
| Form 990, Part IX, Line 24e | Miscellaneous 319. 239. 80. 0. |
| Form 990, Part IX, Line 24e | Other Program Expense 245. 245. 0. 0. |
| Form 990, Part IX, Line 24e | In-Kind Expense 7349. 7349. 0. 0. |
| Software ID: | 15000272 |
| Software Version: |