Jewish Family & Children's Service of the Suncoast Inc

EIN: 592693318 501(c)(3) Human Services

Sarasota, FL

Total Revenue
$9,247,281
Total Expenses
$8,628,326
Total Assets
$12,089,513
Net Assets
$10,691,390
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1986
Legal Domicile
FL
Principal Officer
Helene Lotman
Phone
9413662224
Tax Period
2023-10-01 to 2024-09-30

Jewish Family & Children's Service of the Suncoast Inc, founded in 1986, is a community nonprofit in the Human Services sector that reported $9.2M in total revenue in fiscal year 2023. Expenses of $8.6M left a modest 7% surplus.

Mission

JFCS provides mental health and human services to children/youth, families, seniors and veterans to help them achieve stability and improve well-being.

Program Service Accomplishments

Program 1
Expenses: $510,971 Revenue: $20,984

Mental Health Services are offered to adults and children aged 6 and older. Programs for youth address bullying, anger management, substance abuse prevention, self-harm and other risky behaviors...

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Mental Health Services are offered to adults and children aged 6 and older. Programs for youth address bullying, anger management, substance abuse prevention, self-harm and other risky behaviors. Services are provided via telehealth and in homes, schools and other settings that best meet the needs of youth and their families. Counseling services address issues such as depression, anxiety, bereavement, divorce, and domestic abuse. Residential treatment and aftercare services are provided to adults with substance use disorders. All services are offered on a sliding fee scale or free of charge to ensure affordable accessible mental health care to all.

Program 2
Expenses: $3,815,792 Revenue: $0

Homelessness Prevention and Assistance is offered to Veterans experiencing homelessness and to families at risk of homelessness. In addition to financial help with rent or mortgage payments and...

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Homelessness Prevention and Assistance is offered to Veterans experiencing homelessness and to families at risk of homelessness. In addition to financial help with rent or mortgage payments and utilities, supportive services also include help with employment, budgeting, healthcare navigation and other services that will help veterans and families achieve longer term housing stability.

Program 3
Expenses: $307,112 Revenue: $0

Aging Services and Jewish Connections provide counseling, bereavement services, educational and social groups for seniors and caregivers to combat isolation, as well as chaplaincy services and...

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Aging Services and Jewish Connections provide counseling, bereavement services, educational and social groups for seniors and caregivers to combat isolation, as well as chaplaincy services and financial assistance for members of the Jewish community. Outreach, group activities and supportive services are also provided to Holocaust survivors.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $8,750,898
Program Service Revenue $20,984
Investment Income $475,399
Other Revenue $0
TOTAL REVENUE $9,247,281

Expense Breakdown

Grants Paid $2,250,260
Salaries & Benefits $4,536,788
Fundraising Expenses $222,413
Program Expenses $6,873,020
Other Expenses $1,841,278
TOTAL EXPENSES $8,628,326

Year-over-Year Comparison

2023 2022 Change
Revenue $9,247,281 $9,059,853 +0.0%
Expenses $8,628,326 $9,365,055 -0.1%
Net Income $618,955 $-305,202 -3.0%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
18
Independent Members
18
Employees
163
Volunteers
50

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$270,463
Total Directors
18
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Kathie Roberts Chair 5.00
Officer Director
$0 $0 $0
Marc Kanoff Vice Chair 6.00
Officer Director
$0 $0 $0
James Naber Treasurer 8.00
Officer Director
$0 $0 $0
Johanna Gustafsson Secretary 8.00
Officer Director
$0 $0 $0
Michael Goldman Director 5.00
Director
$0 $0 $0
Mark Gordon Director 5.00
Director
$0 $0 $0
Stacie Herrera Director 5.00
Director
$0 $0 $0
Giselle Huberman Director 5.00
Director
$0 $0 $0
Eric Kaplan Director 5.00
Director
$0 $0 $0
Victoria Kasdan Director 5.00
Director
$0 $0 $0
Brian Meinberg Director 5.00
Director
$0 $0 $0
David Shapiro Director 5.00
Director
$0 $0 $0
Jackie Taxdal Director 5.00
Director
$0 $0 $0
Ken Waters Director 5.00
Director
$0 $0 $0
Dan Dannheisser Director 5.00
Director
$0 $0 $0
Adam Gersh Director 5.00
Director
$0 $0 $0
Ellen Goldner Director 5.00
Director
$0 $0 $0
Sasha Rosin Director 5.00
Director
$0 $0 $0
Helene Lotman President/CEO 50.00
Officer
$258,630 $11,833 $270,463
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 No data No data No data No data
2024 $9,247,281 $8,628,326 $12,089,513 $618,955
2023 $9,059,853 $9,365,055 $9,975,431 $-305,202
2022 $9,134,897 $9,826,512 $9,634,980 $-691,615
2021 $9,958,100 $9,265,170 $11,452,733 $692,930
2020 $8,386,758 $7,940,375 $11,866,670 $446,383
2019 $8,100,454 $9,235,058 $11,064,631 $-1,134,604
2018 $8,195,819 $9,242,977 $12,354,634 $-1,047,158
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