Jewish Family Service

EIN: 870227089 501(c)(3)

Salt Lake City, UT

Total Revenue
$2,334,502
Total Expenses
$2,414,921
Total Assets
$3,288,431
Net Assets
$2,367,870
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1959
Legal Domicile
UT
Principal Officer
Melissa Zimmerman
Phone
8017464334
Tax Period
2024-01-01 to 2024-12-31

Jewish Family Service, founded in 1959, is a community nonprofit that reported $2.3M in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion.

Mission

Jewish Family Service is a nonprofit social service organization that supports people of all faiths as they navigate through lifes'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.

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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 (2024)

Revenue Breakdown

Contributions & Grants $2,094,940
Program Service Revenue $19,834
Investment Income $45,930
Other Revenue $173,798
TOTAL REVENUE $2,334,502

Expense Breakdown

Grants Paid $677,615
Salaries & Benefits $1,327,135
Fundraising Expenses $292,592
Program Expenses $1,642,412
Other Expenses $410,171
TOTAL EXPENSES $2,414,921

Year-over-Year Comparison

2024 2023 Change
Revenue $2,334,502 $2,055,241 +0.1%
Expenses $2,414,921 $1,921,954 +0.3%
Net Income $-80,419 $133,287 -1.6%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

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Liquidity & Cash Position

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Governance

Voting Members
19
Independent Members
19
Employees
24
Volunteers
165

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
6
$128,319
Total Directors
20
$128,319
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Patrice Arent Board Member 1.00
Director
$0 $0 $0
Susan Arsht Board Member 1.00
Director
$0 $0 $0
Harriet Berg Board Member 1.00
Director
$0 $0 $0
John Bergerson Board Member 1.00
Director
$0 $0 $0
Ann Bernstein Treasurer 6.00
Officer Director
$0 $0 $0
David Dowsett President 7.00
Officer Director
$0 $0 $0
Kathryn Goddard Board Member 1.00
Director
$0 $0 $0
Gerry Goldman Board Member 1.00
Director
$0 $0 $0
Doug Goldsmith Board Member 1.00
Director
$0 $0 $0
Jim Isaacson Officer-at-Large 1.00
Officer Director
$0 $0 $0
Sara Lambrinos Board Member 1.00
Director
$0 $0 $0
Karen Lindau Secretary 2.00
Officer Director
$0 $0 $0
Erin Litvack Board Member 1.00
Director
$0 $0 $0
Kim McGuire Board Member 1.00
Director
$0 $0 $0
Donna Milavetz Board Member 1.00
Director
$0 $0 $0
Lavine Shapiro Board Member 1.00
Director
$0 $0 $0
Andrea Silver Board Member 1.00
Director
$0 $0 $0
Liz Tashjian Board Member 1.00
Director
$0 $0 $0
Lisa Treiman Vice President 5.00
Officer Director
$0 $0 $0
Melissa Zimmerman Executive Director 40.00
Officer Director
$128,319 $0 $128,319
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
2024 $2,334,502 $2,414,921 $3,288,431 $-80,419
2023 $2,055,241 $1,921,954 $3,304,556 $133,287
2022 $1,656,256 $1,520,402 $3,119,440 $135,854
2021 $1,966,699 $1,845,943 $2,044,953 $120,756
2020 $2,948,806 $1,903,792 $1,891,206 $1,045,014
2019 $980,106 $856,360 $797,162 $123,746
2018 $904,929 $752,162 $655,374 $152,767
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