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 | |||||
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Total |
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Calendar year
(or fiscal year beginning in)
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(a) 2020 | (b) 2021 | (c) 2022 | (d) 2023 | (e) 2024 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | ||||||
| 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 | ||||||
| 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. | ||||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2020 | (b) 2021 | (c) 2022 | (d) 2023 | (e) 2024 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | ||||||
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | ||||||
| 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 | ||||||
Calendar year (or fiscal
year beginning in) ![]() |
(a) 2020 | (b) 2021 | (c) 2022 | (d) 2023 | (e) 2024 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | 1,557,112 | 1,832,246 | 1,635,918 | 2,137,246 | 2,111,806 | 9,274,328 |
| 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 | 520,858 | 611,489 | 596,716 | 527,504 | 864,536 | 3,121,103 |
| 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 | 2,077,970 | 2,443,735 | 2,232,634 | 2,664,750 | 2,976,342 | 12,395,431 |
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | 20,000 | 116,552 | 135,644 | 142,673 | 121,392 | 536,261 |
| 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. | 294,611 | 135,271 | 142,684 | 76,512 | 649,078 | |
| c | Add lines 7a and 7b.. | 314,611 | 251,823 | 278,328 | 219,185 | 121,392 | 1,185,339 |
| 8 | Public support. (Subtract line 7c from line 6.) | 11,210,092 | |||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2020 | (b) 2021 | (c) 2022 | (d) 2023 | (e) 2024 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | 2,077,970 | 2,443,735 | 2,232,634 | 2,664,750 | 2,976,342 | 12,395,431 |
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | 5,818 | 7,653 | 30,193 | 78,368 | 72,020 | 194,052 |
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | 5,818 | 7,653 | 30,193 | 78,368 | 72,020 | 194,052 |
| 11 | Net income from unrelated business activities not included on 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.).. | 2,083,788 | 2,451,388 | 2,262,827 | 2,743,118 | 3,048,362 | 12,589,483 |
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 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): |
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| 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 0.015 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 0.035 | 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 | 1 | |
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
2 | |
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | 3 | |
| 4 Amounts paid to acquire exempt-use assets | 4 | |
| 5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) | 5 | |
| 6 Other distributions (describe in Part VI). See instructions | 6 | |
| 7Total annual distributions. Add lines 1 through 6. | 7 | |
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
8 | |
| 9 Distributable amount for 2024 from Section C, line 6 | 9 | |
| 10 Line 8 amount divided by Line 9 amount | 10 | |
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2024 |
(iii) Distributable Amount for 2024 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2024 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2024 (reasonable cause required-- explain in Part VI).
See instructions. |
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| 3 Excess distributions carryover, if any, to 2024: | ||||
| a From 2019....... | ||||
| b From 2020....... | ||||
| c From 2021....... | ||||
| d From 2022....... | ||||
| e From 2023....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2024 distributable amount | ||||
|
i
Carryover from 2019 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. | ||||
| 4Distributions for 2024 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2024 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from line 4. | ||||
|
5
Remaining underdistributions for years prior to 2024, 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 2024. 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 2025. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2020..... | ||||
| b Excess from 2021..... | ||||
| c Excess from 2022..... | ||||
| d Excess from 2023..... | ||||
| e Excess from 2024..... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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| Software ID: | |
| Software Version: |
| Return Reference | Explanation |
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| FORM 990, PAGE 2, PART III, LINE 4B | JFS OFFERS MANY ADDITIONAL PROGRAMS THAT BENEFIT COACHELLA VALLEY RESIDENTS. FOR INSTANCE: JEWISH FAMILY SERVICE OF THE DESERT (JFS) IS A NONSECTARIAN PROVIDER OF SOCIAL SERVICES TO COACHELLA VALLEY RESIDENTS THAT OFFERS SEVERAL LOW- TO NO-COST SERVICES TO HELP STABILIZE HOUSEHOLDS, FINANCIALLY AND MENTALLY. THROUGHOUT THE FISCAL YEAR, 17,132 SERVICES WERE PROVIDED TO 4,045 UNDUPLICATED CLIENTS. APPROXIMATELY 55% OF CLIENTS IDENTIFIED AS FEMALE, AND 45% IDENTIFIED AS MALE. ETHNICITY AND RACE DEMOGRAPHICS CLOSELY MIRROR THE COACHELLA VALLEY'S OVERALL DEMOGRAPHICS. APPROXIMATELY 92 AGENCY VOLUNTEERS PROVIDED 3,985 VOLUNTEER HOURS. THE JFS AUXILIARY, A GROUP OF SELF-GOVERNED VOLUNTEERS, SUCCESSFULLY COORDINATED ITS ANNUAL FUNDRAISING EVENT, "THE AGING BRAIN," ON SUNDAY, NOVEMBER 17, 2024, AT THE INDIAN WELLS COUNTRY CLUB. AUTHOR AND LECTURER, DR. MARC MILSTEIN, AUTHOR OF "THE AGE-PROOF BRAIN," OFFERED HELPFUL TIPS AND LIFESTYLE ADVICE TO HELP STAVE OFF THE DELETERIOUS EFFECTS OF AGING, HELPING PARTICIPANTS UNDERSTAND HOW TO BETTER RETAIN THEIR COGNITIVE ABILITIES. PROCEEDS FROM THE EVENT SUPPORT THE AUXILIARY'S FAMILY GIVING CIRCLE AND THE JFS ANGEL FUND, USED TO PROVIDE EMERGENCY FINANCIAL ASSISTANCE TO RESIDENTS. JFS HELPED COORDINATE THE VALLEY'S FIRST "HEALTHY DESERT HEALTHY YOU" ENVIRONMENTAL SUMMIT, SEPTEMBER 20-21, AT THE WESTIN MISSION HILLS RESORT. THE EVENT, SPONSORED BY THE DESERT HEALTHCARE DISTRICT AND FOUNDATION, PROVIDED UPDATES ON STATE, COUNTY, AND REGIONAL EFFORTS TO IMPROVE SOIL, AIR, AND WATER QUALITY THROUGHOUT THE AREA. THROUGH GENEROUS GRANTS PROVIDED BY THE ANDERSON CHILDREN'S FOUNDATION, BIGHORN CARES, CALIFORNIA DEPARTMENT OF SOCIAL SERVICES, CHAMPIONS VOLUNTEER FOUNDATION, CITY OF INDIAN WELLS, CITY OF INDIO, CITY OF PALM DESERT, COETA AND DONALD BARKER FOUNDATION, HOUSTON FAMILY FOUNDATION, THE MORONGO BAND OF MISSION INDIANS, AND PHILANTHROPIC GIVERS, APPROXIMATELY 213,304 IN FUNDS WERE DISBURSED FOR EMERGENCY NEEDS FOR THOSE WITH LOW INCOMES. TO HELP REDUCE INCIDENCES OF FRAUD, DISBURSEMENTS WERE MADE DIRECTLY TO VENDORS FOR NECESSITIES SUCH AS OVERDUE RENT AND UTILITIES, FOOD, AND MEDICATIONS. A GENEROUS GRANT FROM THE HOUSTON FAMILY FOUNDATION SUPPORTED A COLLABORATION BETWEEN THE MIZELL CENTER, DESERT HEALTHCARE DISTRICT & FOUNDATION (DHCDF), AND JFS TO OFFER IN-PERSON CASE MANAGEMENT SERVICES AT MIZELL ONCE A WEEK, MAINTAIN A LIST OF CURRENTLY AVAILABLE COMMUNITY RESOURCES AVAILABLE VIA THE DHCDF WEBSITE AND JFS WEBSITE WITH A LINK TO THE CONNECT IE WEBSITE FOR GREATER PROGRAM INFORMATION. THE AGENCY'S MENTAL HEALTH COUNSELING PROGRAM CONTINUED TO PARTNER WITH LOCAL AGENCIES TO PROVIDE NO-COST, NO-WAIT COUNSELING SERVICES TO PARTNER AGENCY CLIENTS AND MEMBERS OF THEIR HOUSEHOLDS. DURING THE YEAR, JFS PARTNERED WITH SIXTEEN LOCAL AGENCIES, AND 897 NO-COST COUNSELING SESSIONS WERE PROVIDED TO THEIR CLIENTS. FURTHER, JFS OFFERED 56,000 IN CLINICAL SCHOLARSHIPS, MAKING NO-COST CONNECTIONS TO THERAPISTS POSSIBLE FOR THOSE WHO WERE UNINSURED OR UNABLE TO AFFORD INSURANCE COPAYMENTS. JFS CASE MANAGERS CONTINUED TO HELP RESIDENTS GAIN ACCESS TO AVAILABLE BENEFITS SUCH AS CALFRESH (FOOD STAMPS), LOW INCOME HOME ENERGY ASSISTANCE PROGRAM (LIHEAP), AND MEDI-CAL APPLICATIONS. DURING THE FISCAL YEAR, 2,666 UNDUPLICATED CLIENTS WERE PROVIDED WITH 5662 SERVICES. OF THE 2,666 CLIENTS, 667 WERE SENIORS 55+ YEARS OF AGE. JFS CASE MANAGERS ALSO PROVIDED SUPERVISION TO TWO HEALTH CAREER CONNECTION (HCC) INTERNS DURING THEIR 10-WEEK PRECEPTOR PROGRAMS, HELPING TO INFORM FUTURE CARE PROVIDERS ABOUT THE NEEDS FACING MANY OF OUR COACHELLA VALLEY NEIGHBORS. THE CASE MANAGEMENT PROGRAM CONTINUES TO OVERSEE OUR ENGAGEMENT WITH THE INLAND EMPIRE HEALTH PLAN (IEHP) COMMUNITY SUPPORTS PROGRAM BY OFFERING HOUSING NAVIGATION, HOUSING TENANCY, AND HOUSING DEPOSIT SERVICES TO IEHP CLIENTS, AND OUR GOAL REMAINS TO EXPAND THAT PROGRAM TO THE EXTENT POSSIBLE. JFS CASE MANAGERS ARE RESPONSIBLE FOR ADJUDICATING REQUESTS FOR EMERGENCY FINANCIAL ASSISTANCE AND ARE FURTHER RESPONSIBLE FOR DELIVERING THE FINANCIAL ASSISTANCE FOR NECESSITIES NOTED EARLIER. IMPORTANTLY, JFS CASE MANAGERS CONTINUED TO ADMINISTER FUNDS RECEIVED BY THE CALIFORNIA DEPARTMENT OF SOCIAL SERVICES TO HELP OUR LOCAL HOLOCAUST SURVIVORS IN AREAS SUCH AS RENTAL ASSISTANCE, FOOD SECURITY, DURABLE MEDICAL EQUIPMENT, UTILITY PAYMENTS, IN-HOME SUPPORT, AND SOCIALIZATION. TO HELP INCREASE OUR SUCCESS IN FINDING HOUSING FOR CLIENTS, JFS BECAME A VOTING MEMBER OF THE RIVERSIDE COUNTY CONTINUUM OF CARE (COC). THE COC IS COMPOSED OF DOZENS OF AGENCIES FOCUSED ON THE REDUCTION OF HOMELESSNESS THROUGHOUT THE COUNTY. THE COC IS OFTEN THE RECIPIENT OF GRANT FUNDING THAT IS TO BE USED TO FURTHER THE GROUP'S GOAL OF REDUCING THE COUNTY'S HOMELESS POPULATION. COC MEMBERSHIP ALLOWS JFS TO BID ON AVAILABLE GRANT DOLLARS; MOST LIKELY, JFS WILL BE PARTNERING WITH OTHER COC MEMBERS TO PROVIDE SERVICES TO THIS VULNERABLE POPULATION. JFS REMAINS AN ACTIVE MEMBER OF THE JEWISH PUBLIC AFFAIRS COMMITTEE (JPAC) AND ITS EFFORTS TO WORK WITH THE STATE TO SUPPORT OUR LOCAL HOLOCAUST SURVIVORS. THROUGH OUR COMBINED EFFORTS, WE WERE ABLE TO SUCCESSFULLY ADVOCATE FOR THE STATE'S APPROVAL OF CONTINUED FINANCIAL SUPPORT FOR HOLOCAUST SURVIVORS LOCATED IN THE COACHELLA VALLEY. THIS PAST FISCAL YEAR, JFS CONCLUDED ITS 3-YEAR PROGRAM WITH THE CALIFORNIA DEPARTMENT OF SOCIAL SERVICES, DISTRIBUTING 283,965 IN DIRECT SUPPORT OF THESE IMPORTANT CLIENTS' RENTAL AND HOA ASSISTANCE, FOOD SUPPORT, DURABLE MEDICAL EQUIPMENT, DENTAL SERVICES, IN-HOME SUPPORT, UTILITY ASSISTANCE, SOCIALIZATION PROGRAMMING, AND CASE MANAGEMENT SERVICES. THE JFS COMMUNITY OUTREACH PROGRAM CONTINUES TO OFFER SERVICES DESIGNED TO REDUCE ISOLATION IN OUR COMMUNITY, PRIMARILY AMONG OUR SENIORS 55+ YEARS OLD. TO HELP INCREASE OUR REACH, WE HIRED A COMMUNITY PROGRAMS COORDINATOR TO RUN LET'S DO LUNCH, CAFE EUROPA, CAFE EUROPA 2.0, AND TO COORDINATE THE JFS VOLUNTEER PROGRAM. THE CAMPERSHIP PROGRAM CONTINUES TO OFFER NEEDS-BASED SCHOLARSHIPS FOR LOCAL YOUTH, 5-17 YEARS OLD, TO ATTEND CAMP. DURING THE PREVIOUS FISCAL YEAR, JFS HELPED SEND 35 KIDS TO CAMP, PROVIDING JUST UNDER 10,000 IN TOTAL SCHOLARSHIP DOLLARS. JFS CONTINUES TO OCCUPY LEADERSHIP POSITIONS IN SEVERAL LOCAL GROUPS, HELPING TO MAINTAIN OUR STATUS AS RESPECTED AND TRUSTED PROVIDERS AND PARTNERS TO MANY THROUGHOUT THE AREA. |
| FORM 990, PAGE 6, PART VI, LINE 11B | DRAFT COPIES ARE PROVIDED TO THE BOARD OF DIRECTORS FOR THEIR APPROVAL PRIOR TO FILING OF THE COMPLETED TAX RETURN. |
| FORM 990, PAGE 6, PART VI, LINE 12C | AN ANNUAL QUESTIONNAIRE IS PROVIDED TO THE BOARD MEMBERS TO REPORT ANY CONFLICTS OF INTEREST. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE PROCESS FOR DETERMINING COMPENSATION FOR THE EXECUTIVE DIRECTOR INCLUD ES REVIEW BY THE BOARD OF DIRECTORS, USE OF DATA AS TO COMPARABLE COMPENSATION AND CONTEMPORANEOUS DOCUMENTATION AND RECORD KEEPING. |
| FORM 990, PAGE 6, PART VI, LINE 15B | THE PROCESS FOR DETERMINING COMPENSATION FOR OTHER OFFICERS OR KEY EMPLOYEES INVOLVES THE REVIEW AND APPROVAL BY THE BOARD OF DIRECTORS, USE OF DATA AS TO COMPARABLE COMPENSATION AND CONTEMPORANEOUS DOCUMENTATION AND RECORD KEEPING. |
| FORM 990, PAGE 6, PART VI, LINE 19 | GOVERNING DOCS, POLICIES, AND FINANCIAL STATEMENTS MAY BE ACQUIRED BY REQUEST TO THE BOARD OF DIRECTORS. |
| Software ID: | |
| Software Version: |