Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 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 |
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Calendar year (or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | 520,934 | 558,520 | 609,906 | 863,624 | 946,552 | 3,499,536 |
| 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 | 520,934 | 558,520 | 609,906 | 863,624 | 946,552 | 3,499,536 |
| 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).. | 407,496 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 3,092,040 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 520,934 | 558,520 | 609,906 | 863,624 | 946,552 | 3,499,536 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 1,421 | 1,413 | 2,108 | 2,394 | 5,969 | 13,305 |
| 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.).. | ||||||
| 11 | Total support. Add lines 7 through 10 | 3,558,576 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (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.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (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) |
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| 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 2019 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-2019 |
(iii) Distributable Amount for 2019 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2019 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI). See instructions. |
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| 3 Excess distributions carryover, if any, to 2019: | ||||
| a From 2014....... | ||||
| b From 2015....... | ||||
| c From 2016....... | ||||
| d From 2017....... | ||||
| e From 2018....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2019 distributable amount | ||||
|
i
Carryover from 2014 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2019 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2019 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2019, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
6
Remaining underdistributions for 2019. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
7 Excess distributions carryover to 2020. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2015..... | ||||
| b Excess from 2016..... | ||||
| c Excess from 2017..... | ||||
| d Excess from 2018..... | ||||
| e Excess from 2019..... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | JEWISH FAMILY SERVICE IS A NONPROFIT SOCIAL SERVICE ORGANIZATION THAT SUPPORTS PEOPLE OF ALL FAITHS AS THEY NAVIGATE THROUGH LIFE'S CHALLENGES - ILLNESS, AGING, FINANCIAL UNCERTAINTY, MENTAL HEALTH CONCERNS, FAMILY PROBLEMS, OR PERSONAL ISSUES. WE STRENGTHEN INDIVIDUALS AND FAMILIES OF ALL BACKGROUNDS THROUGH COUNSELING, ADVOCACY, CARE MANAGEMENT, AND COMMUNITY EDUCATION. |
| FORM 990, PAGE 2, PART III, LINE 4A | COUNSELING JFS PROVIDES COUNSELING SERVICES TO INDIVIDUALS, COUPLES, AND FAMILIES IN ITS SALT LAKE AND PARK CITY OFFICES. THE EXPANSION OF OUR OFFICES IN 2019 INCLUDES OUR OWN OFFICE SPACE IN PARK CITY SERVING RESIDENTS OF SUMMIT AND WASATCH COUNTIES AS WELL AS MOVING OUR SALT LAKE CITY OFFICE. THIS PAST SUMMER WE WERE NOTIFIED THAT OUR PRESENT OFFICE BUILDING HAD BEEN SOLD AND WAS SCHEDULED TO BE DEMOLISHED IN THE FIRST QUARTER OF 2020. WE LOCATED NEW SPACE AND INITIATED A RENOVATION PROJECT SCHEDULED TO BE COMPLETED IN MARCH 2020. IN 2019, 650 INDIVIDUALS RECEIVED OVER 4000 HOURS OF AFFORDABLE COUNSELING SERVICES AND AN ADDITIONAL 170 PARTICIPATED IN A VARIETY OF GROUPS. WE CONTINUE THE WRITING PROGRAM THAT OFFERS WORKSHOPS ON "CREATIVE AGING- AND "WRITING THROUGH GRIEF- AND ADDED A THIRD WORKSHOP "USING WRITING AS A TOOL TO COPE WITH ANXIETY". WE ADDED A SECOND MONTHLY CAREGIVER SUPPORT GROUP WHICH INCLUDES A RESPITE COMPONENT HAS REACHED MAXIMUM PARTICIPATION. WE CONTINUE TO PROVIDE THE MUSIC AND MEMORY PROGRAM TO FAMILIES FACING THE CHALLENGES OF ALZHEIMER'S DISEASE AND OTHER FORMS OF DEMENTIA. "GLEEFUL" A DEMENTIA CHOIR CONTINUES TO GROW; HAVING OVER 30 MEMBERS. IT IS FOR INDIVIDUALS DIAGNOSED WITH DEMENTIA AND THEIR CAREGIVERS AND IS FACILITATED BY A MUSIC THERAPIST. THE REFUGEE ASSISTANCE PROGRAM HAS HELPED WELL OVER 300 INDIVIDUALS THROUGH GENEROUS DONATIONS IN OUR COMMUNITY. THE NEW KIEDA SELF SUFFICIENCY FUND HAS ASSISTED MANY OF OUR COUNSELING CLIENTS WITH FINANCIAL ASSISTANCE THE PARENT PLUS PROGRAM WHICH WE STARTED WITH STATE FUNDS IS NOW BEING SUPPORTED THROUGH FOUNDATION GRANTS WHICH HAVE ENABLED US TO SUSTAIN A WONDERFUL PROGRAM ADDRESSING THE NEEDS OF FAMILIES. |
| FORM 990, PAGE 2, PART III, LINE 4B | FOOD, REFUGEE, AND EMERGENCY ASSISTANCE OUR FOOD PANTRY CONTINUES TO GROW AND PROVIDED OVER 11,000 INDIVIDUALS WITH FOOD THIS YEAR AS COMPARED TO 8,000 IN YEAR PAST. THE REFUGEE ASSISTANCE PROGRAM HAS HELPED WELL OVER 300 INDIVIDUALS THROUGH GENEROUS DONATIONS IN OUR COMMUNITY. REQUESTS FOR SERVICES, ESPECIALLY FINANCIAL ASSISTANCE CONTINUES TO GROW AND THIS PAST YEAR, WE HELPED 400 INDIVIDUALS WITH ONE-TIME EMERGENCY ASSISTANCE TO PREVENT HOMELESSNESS, A UTILITY SHUT OFF, HELP WITH A CAR REPAIR SO SOMEONE CAN GET TO THEIR JOB AND HELP WITH MEDICATION. THE CHAI SOCIETY, OUR MAJOR DONOR AFFINITY GROUP CONTINUES TO GROW. WE HAVE ESTABLISHED TIERS OF GIVING FOR THE CHAI SOCIETY AND NOW HAVE BASIC CHA MEMBERS, CHAI LEADERSHIP AND CHAI VISIONARY MEMBERS. THIS AFFINITY GROUP STARTED IN 2012 WITH 18 MEMBERS AND HAS GROWN TO 73 MEMBERS. WE ALSO CONTINUE TO HAVE A VIBRANT VOLUNTEER PROGRAM WITH BOTH INDIVIDUALS AND ORGANIZATIONS OFFERING TIME TO BE FRIENDLY VISITORS, WORK IN THE FOOD PANTRY AND OFFICE AND ASSIST US WITH EVENTS. VOLUNTEERS PROVIDED OVER 11,600 HOURS OF SERVICE. JFS CONTINUES TO BE A TRAINING GROUND FOR STUDENTS STUDYING FOR THEIR MASTERS IN SOCIAL WORK, THEIR LICENSE TO BE A PROFESSIONAL MENTAL HEALTH |
| FORM 990, PAGE 2, PART III, LINE 4D | COMMUNITY EDUCATION AND OUTREACH |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE EXECUTIVE DIRECTOR AND ACCOUNTING DEPARTMENT REVIEW THE 990 AND THEN PROVIDE IT TO THE FINANCIAL COMMITTEE PRESIDENT FOR REVIEW. THE FINALIZED 990 IS PRESENTED AT THE NEXT BOARD MEETING TO THE ENTIRE BOARD. |
| FORM 990, PAGE 6, PART VI, LINE 12C | THE BOARD PRESIDENT AND EXECUTIVE DIRECTOR REVIEW ALL CONFLICT OF INTEREST DISCLOSURES TO DETERMINE WHETHER AN ACTUAL CONFLICT EXISTS. SPECIFIC ACTIONS TAKEN TO MITIGATE THE EFFECTS OF THE CONFLICT ARE DETERMINED ON A CASE BY CASE BASIS. |
| FORM 990, PAGE 6, PART VI, LINE 15A | COMPENSATION FOR THE EXECUTIVE DIRECTOR AND OTHER OFFICERS IS DETERMINED BY THE BOARD OF DIRECTORS. MARKET DATA FOR SIMILAR POSITIONS IN THE REGION IS USED AS A BASIS FOR DETERMINING THE REASONABILITY OF COMPENSATION LEVELS. DELIBERATION AND DETERMINATION OF COMPENSATION IS DOCUMENTED IN THE BOARD MINUTES. |
| FORM 990, PAGE 6, PART VI, LINE 15B | COMPENSATION FOR THE EXECUTIVE DIRECTOR AND OTHER OFFICERS IS DETERMINED BY THE BOARD OF DIRECTORS. MARKET DATA FOR SIMILAR POSITIONS IN THE REGION IS USED AS A BASIS FOR DETERMINING THE REASONABILITY OF COMPENSATION LEVELS. DELIBERATION AND DETERMINATION OF COMPENSATION IS DOCUMENTED IN THE BOARD MINUTES. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST STATEMENT, AND FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST AT THE ORGANIZATION'S OFFICES. |
| FORM 990, PART XI, LINE 9 | SPECIAL EVENTS EXPENSES 45,344 SPECIAL EVENTS EXPENSES -45,344 |
| Software ID: | |
| Software Version: |