2012 Community Report Mission Jewish Family & Children’s Service is a nonprofit, nonsectarian organization that strengthens the community by providing quality behavioral health and social services to children, families and adults of all ages throughout Maricopa County, in accordance with a Jewish value system that cares for all humanity. Jewish Values Guiding Our Mission • Concern for the community (kehila) • Doing the right thing (tzedakah) • Taking responsibility for fixing what is wrong with the world (tikkun olam) • Acts of kindness (gemilut chasadim) Values Serving Our Agency • • • • • Quality service is a top priority People are our most important resource Employees are culturally competent Fiscal responsibility ensures JFCS’ viability Agency-wide commitment to excellence and continuous improvement • Collaborations support our community • Our vision, mission, values and strategic plan are clearly communicated throughout the agency and the community JFCS Leadership and Board of Directors Governance Board of Directors Rick Naimark, Chair Robert Carr, Vice Chair Leesa Berens Weisz, Secretary Steven Friedman Jerome Gutkin Michael E. Johnson Carol Kern Andrew Pacheco Armando Roman Carol Seidberg Michael Seiden Edna Ora Sitelman Paul E. Stander Noel Williams Immediate Past Chairman Richard Gottlieb Emeritus Board Member Lenore Schupak Executive Leadership Team Michael R. Zent, Ph.D., President & CEO Mark Callesen, MD, Chief Medical Officer Javier Favela, Chief Financial Officer Carol Felton, Executive Director of Human Resources Frank Jacobson, Vice President of Marketing & Development Martha Miller, Director of Compliance Kevin Rhode, Director of Information Technology Ellie Schwartzberg, LPC, Vice President of Older Adults & Jewish Community Services Linda Scott, MSW, Vice President of Child & Family Solutions Mary Jo Whitfield, MSW, Vice President of Behavioral Health Message from JFCS Leadership The economic situation continues to create a difficult environment for much of the state and country, and behavioral health and social services are no exceptions. Economic stressors increase the demand for services as families struggle with fewer jobs and fewer resources. At the same time, there are pressures to reduce spending in behavioral health and social services. Although the state budget outlook has improved, agencies like ours must continue to work hard to find ways to be more efficient and meet community needs. The past year has been another year of change for JFCS. In addition to major program expansion in several areas, JFCS continues to take the lead in responding to emerging trends in the health care field. In collaboration with our major funding source, Magellan Health Services, we developed special programs to help with discharge planning for adults and created a special team for early treatment intervention for children in crisis situations. The goal is to provide treatment services quickly and avoid hospitalization or lengthy hospitalization. Michael R. Zent We also continue to design innovative programs to coordinate behavioral health and primary care services. This trend is evident not only in the ongoing health care reform at the federal level but in the recent Request for Proposal (RFP) for Maricopa Behavioral Health Services, which for the first time actually requires the Regional Behavioral Health Authority (RBHA) to be responsible for both primary care and behavioral health services. Sharing electronic information is key to coordinating care in the future. It is only by having both behavioral health and medical information available together that practitioners can make the best decisions for their patients. JFCS continues to take a leadership role in using and developing such technology. We take this opportunity to recognize and thank Richard D. Gottlieb for his six years of exceptional service on the Governance Board of Directors and for his three years as Board Chairman. His leadership and guidance provided tremendous stability and opportunity for JFCS to innovate and develop many new programs. We also thank the board of directors for their tremendous support and confidence in JFCS and the staff for their extraordinary work in difficult times. And special thanks to our donors and volunteers who have contributed so much to the success of the agency this past year. Michael R. Zent, Ph.D. President & CEO Rick Naimark Rick Naimark Governance Board Chairman Jewish family & CHildren’s Service 1 Year in Review In the 2012 fiscal year, JFCS served nearly 35,000 individuals. While the organization is guided by Jewish principles, we serve people of all faiths throughout Maricopa County. Jackie* Here are just a few of our successes from 2012: Launched the Integrated Health Program. JFCS received one of three Community Reinvestment grants from Magellan Health Services to implement an Integrated Health Program that utilizes peer navigators who are focused on ensuring that their clients receive seamless care between behavioral health providers and primary care physicians within the Maricopa Integrated Health System. Integrated Health Program Provides Needed Guidance The Integrated Health Program at JFCS makes me feel like I am not alone. I have several health issues, and it’s hard for me to keep up with all my appointments and medications. My integrated health peer navigator calls me to make sure I’m doing OK and that I’m going to all of appointments. She helped me get back into physical therapy and is teaching me how to keep track of my medical appointments. Anytime I need something, I know that my navigator will help me or direct me to someone who will. For example, when I learned I had to move at the last minute, she provided great resources for movers. And when my son was having a mental health crisis, I didn’t know what to do. My navigator directed me to the crisis hotline, then stayed on the phone with me and listened when no one else would. I’m so grateful for the Integrated Health Program and my peer navigator. *Names changed to protect privacy. 2 FY12 Community Report Provided needed educational opportunities for at-risk teens and young adults. More than 25 at-risk teens participating in the Youth in Transition program graduated high school or completed their GED. Twenty-two youth started college in the fall of 2012. Formed new support groups as part of Shelter Without Walls. Shelter Without Walls helped 37 clients leave abusive relationships or unsafe environments, 10 of whom enrolled in college with grants from the Women’s Independence Scholarship Program. In addition, two new support groups were started — one in Mesa and one in Central Phoenix, which is conducted in Spanish. For every dollar invested in JFCS, 85.5% goes back to these important community programs. 4 5 6 Kate* Expanded ability to provide Homebased Child Welfare Services. The Homebased Services Department at JFCS increased the number of families served by 20 percent, expanding the ability to provide support, education, skill building and safe environments for families referred by Arizona’s Child Protective Services. Helped youth acquire skills through Real World Job Development Program. This program provided GED support, job training, paid apprenticeships, job referrals, mentorship and more to at-risk youth ages 14 to 21 who are phasing out of the foster care system into independence, dealing with mental health challenges or living in out-of-home placements. Forty youth participated in a paid internship, and 20 are holding part-time or full-time jobs. Implemented Jewish Career Services Program. With funding from the Jewish Community Foundation, the Jewish Career Services Program was launched with a focus on helping people who have lost their jobs and been without work for a period of up to two years. Sixty-one people were referred to either a job coach or counselor, and 22 found jobs. Helping a Child Effectively Cope with Divorce When my wife and I divorced, our daughter really struggled. A fourth-grader, Kate cried often, her grades were slipping, she was having difficulty focusing, and she often acted out in anger. Her school referred her to Creating Peaceful Families at JFCS. In the group, Kate was able to talk about her concerns and frustrations. She learned she is not alone in her experience, and she made friends with other students. In addition, Kate’s mother and I met with JFCS and her teacher. We were given valuable information about how kids cope with divorce, and we saw how to improve the situation for her. We are in close contact with her teacher so we can stay informed, and we are more aware how our interactions affect her. Because of the comprehensive services we received at JFCS, Kate is successful in school once again and is coping with life’s changes in a healthy way. *Names changed to protect privacy. Jewish family & CHildren’s Service 3 “I became aware of JFCS because of the amazing care my geriatric mother received. There was no question in my mind that I wanted to serve as a volunteer Year in Review Ellen* 7 8 9 Launched Jewish Crisis Response Team. Underwritten by the family of David Smilovic in his memory, JFCS Aleinu instituted the Jewish Crisis Response Team, which consists of a group of volunteer counselors, teachers, professionals, rabbis and community members who are committed to being available to the Phoenix Jewish Community in the event of a tragedy. The Crisis Team was called upon to help at a local synagogue where a murder-suicide occurred, earning deep community appreciation. Moving Toward Independence Thanks to Shelter Without Walls I didn’t know how I ended up where I did, but I was living through a second abusive marriage. When I needed help, JFCS was there for me. At the time I was working two very parttime jobs, and my JFCS advocate helped me find full-time employment at a social service agency. She even provided me with clothes to wear to my interview! Not only am I working, but with a scholarship from the Women’s Independent Scholarship Program, I’m also continuing my college education. In my job, I’m working with families to help them break the cycle of violence. Because of my personal experience, I’m passionate about my work, but the emotional nature of it can be difficult. When it is, I know I can rely on JFCS to help me through it. Because of Shelter Without Walls and my advocate, I am working toward complete self-sufficiency and am forever grateful to the encouragement and support of JFCS. *Names changed to protect privacy. 4 FY12 Community Report Expanded Hospital Chaplaincy Program. Thanks to a Jewish Community Association grant, JFCS expanded its Hospital Chaplaincy Program, providing spiritual care and support to patients and their families during a hospitalization. Two rabbis each working three days a week visit 23 hospitals in Phoenix, Scottsdale and the East Valley and offer on-call visits for emergencies. Developed telemedicine system. With the expertise and dedication of the IT team at JFCS, the organization successfully implemented televideo technology to enable site-to-site telemedicine sessions between clients and medical providers. Telemedicine capabilities help make it easier for JFCS clients to talk with a medical provider and get the care they need. and support it financially. What a wonderful feeling to have made a difference in someone’s life.” Carol Kern Bob and Susie Roth, Brighter Tomorrow Luncheon Elaine Kellmanson, Priscilla Cohen, Rana Schwartz, Friends of the Family Courage to Be You Event Michael Zent with Carol and Ken Seidberg Rick Naimark, Incoming Chairman and Dick Gottlieb, Outgoing Chairman Event Highlights Michael Pudoff, David Covington, Tomás León, Richard Clarke, Brighter Tomorrow Luncheon Youth Back Pack Drive Dorrie Miller and Holly Packer, “It’s a Wrap” Holiday Luncheon Lynn & Larry Kahn, AFP Spirit of Philanthropy Award Dinner Enid Seiden & Armando Roman, Donor Reception Eleanor Light (center) Dedicating Play Therapy Room at Glendale Clinic Sara Leopold, Lynn Kahn, Sheila Cohen, Stephanie Garfinkle, Laurie Schwartz, Jetti Kootman, “It’s a Wrap” Holiday Luncheon Sue Adatto and Ruth Cooper, Center for Senior Enrichment Open House Anniversary DEMOGRAPHICS CORE PROGRAM AREAS Jewish Community Services 14.8% DIVERSITY OF THOSE SERVED Behavioral Health 54.6% Asian 0.7% Black 7.1% Older Adult Services 3.4% Hispanic 20.6% Multi-Racial 1.4% Child & Family Solutions 27.2% Native American 1.3% White 68.6% Individuals Served by JFCS Program Division Behavioral Health Child & Family Solutions Older Adult Services Jewish Community Services Total 18,816 9,358 1,172 5,102 34,448 54.6% 27.2% 3.4% 14.8% 100.0% A Closer Look at Populations Served by JFCS (Based on Available Data) Generations Children & Teens Adults Older Adults Total 16,091 15,637 2,720 34,448 46.7% 45.4% 7.9% 100.0% 231 2,383 6,931 458 444 76 23,043 33,566 0.7% 7.1% 20.6% 1.4% 1.3% 0.2% 68.6% 100.0% 21,398 644 121 22,163 96.5% 2.9% 0.5% 100.0% Diversity (Race/Ethnicity) Asian Black Hispanic Multi-Racial Native American Pacific Islander White Total Income $0 - $30,000 $30,000 - $60,000 $60,000+ Total 6 FY12 Community Report: July 1, 2011 – June 30, 2012 Financial Snapshot Jewish Family & Children’s Service & Subsidiaries Fiscal Year 2012 Statement of Financial Position as of June 30, 2012 Assets Current Assets Long Term Assets Total Assets Liabilities Current Liabilities Long-Term Liabilities Total Liabilities Net Assets Unrestricted Assets Temporarily Restricted Total Net Assets Total Liabilities and Net Assets $9,910,308 1,870,560 $11,780,868 $3,913,180 24,000 $3,937,180 $7,244,616 599,072 $7,843,688 $11,780,868 Statement of Activities for the Period Ended June 30, 2012 Support & Revenue Regional Behavioral Health Authority Department of Economic Security Other Contracts & Government Funding Contributions and Grants Jewish Community Association Valley of Sun United Way Program Fees Topaz Other Total Support & Revenue $16,886,239 4,606,753 1,255,586 1,442,439 255,000 382,003 660,832 574,081 270,714 $26,333,647 64.12% 17.49% 4.77% 5.48% 0.97% 1.45% 2.51% 2.18% 1.03% 100.00% Behavioral Health Service Shelter Without Walls Real World Job Development Homebased Services Older Adult Services Center for Senior Enrichment Jewish Community Services Prevention Services Fundraising Other Total Expense by Program $16,944,155 387,956 517,892 3,754,834 1,050,101 190,763 324,466 104,776 486,578 785,607 $24,547,128 69.03% 1.58% 2.11% 15.30% 4.28% 0.78% 1.32% 0.43% 1.98% 3.20% 100.00% Unrestricted Surplus Temporarily Restricted Total Change in Net Assets 1,639,422 147,097 $1,786,519 Expense by Program Expense Summary Program Services Administration Fundraising Total Expense $20,996,563 3,063,987 486,578 $24,547,128 85.54% 12.48% 1.98% 100.00% A copy of the fully audited financial statements is available by contacting Javier Favela, CFO, 602-567-8325. Jewish family & CHildren’s Service 7 We thank and recognize our most generous group of donors, our Family Friends of Distinction, who have made significant commitments to JFCS. Lifetime Membership is extended to individuals, corporations and foundations whose generosity over time reaches or exceeds $25,000 while Annual Membership is extended to those who make a commitment of $1,000 or more annually. Lifetime Members Gifts through January 3, 2013 Family Pacesetter (Cumulative Gifts of $500,000 +) J.E. & Z.B. Butler Foundation Jewish Community Association of Greater Phoenix Valley of the Sun United Way Family Visionary (Cumulative Gifts of $250,000 +) Arizona Community Foundation Arizona Republic/12 News Season For Sharing DBL Distributing Jewish Community Foundation of Greater Phoenix Lenore and Eugene* Schupak Family Philanthropist (Cumulative Gifts of $100,000 +) Anonymous (2) Daron and Ron* Barness Child Abuse Prevention License Plate Program Cypress HomeCare Solutions/ Sheldon R. Roth and Family Meghan and Jerry Hirsch Cindy Lubin and David Lorsch Nina Mason Pulliam Charitable Trust Aileen* and Meyer Osofsky Ruth B. Pearson Carol and Ken Seidberg /Seidberg Law Offices The Robert I. Sweet Charitable Remainder Trust The Virginia G. Piper Charitable Trust Family Champion (Cumulative Gifts of $50,000 +) Avon Foundation for Women Bank of America Charitable Foundation Cheryl and Robert Carr Catholic Healthcare West City of Glendale Estate of E. Louise Gaudet Marcia and Norman* Goodman Harold & Jean Grossman Family Foundation The Harry and Jeanette Weinberg Foundation, Inc. The Philip and Judith Hirsch Charitable Remainder Trust Fran and Al Sachs Edna and Arthur Sitelman The Estate of Dora Sovich State of Arizona - Arizona Criminal Justice Commission Estate of Rhoda Krasno Tannenbaum Thunderbirds Charities Women’s Independence Scholarship Program, Inc. Sylvia F. Greenfield Trust Trends Charitable Fund Joan and Ron Yagoda Barbara and Barry Zemel Family Patron Family Philanthropist Acordia of Arizona APS Arizona Foundation for Behavioral Health Basic Needs Collaborative Judy and Peter Brandeis Cardinals Charities DMB Associates Inc. Dorothy Silverman Rev. Trust Flo and Paul Eckstein Corinne F. Ehrlich* Harriet and Richard Gottlieb Iva and Larry Hirsch The Jonathan Dreier Foundation Lynn and Larry Kahn Harriet A. Lakin* Arlene and Michael Lanes Leisure World Foundation of Arizona Inc. Janine and Mervyn Levin Buddie and Hank Levkoff* Magellan Health Services Betty and Newton* Rosenzweig Rana and Joe Schwartz Sheila Schwartz Enid and Michael Seiden Mary and Joel Shapiro Paula and Aaron Sherman St. Joseph’s Hospital & Medical Center Cypress HomeCare Solutions/ Sheldon R. Roth & Family Jewish Community Foundation of Greater Phoenix (Cumulative Gifts of $25,000 +) Annual Membership Gifts Given July 1, 2011 – June 30, 2012 Family Visionary (Gifts of $250,000 +) Jewish Community Association of Greater Phoenix Valley of the Sun United Way (Gifts of $100,000 +) Family Champion (Gifts of $50,000 +) Arizona Community Foundation The Philip and Judith Hirsch Charitable Remainder Trust Women’s Independence Scholarship Program Family Patron (Gifts of $25,000 +) Child Abuse Prevention License Plate Program Carol and Ken Seidberg Estate of Rhoda Krasno Tannenbaum Family Ambassador (Gifts of $10,000 +) Anonymous APS Bank of America Charitable Foundation Cheryl and Robert Carr Fiesta Bowl Charities Flex Print, Inc. Harriet and Richard Gottlieb Meghan and Jerry Hirsch Lynn and Larry Kahn *Of Blessed Memory If we have incorrectly listed your name or if we overlooked your gift, we apologize. Please contact Jessica Green at (602) 567-8327 to request a correction. For more information on how you can become a Family Friends of Distinction member, please contact Frank Jacobson at (602) 567-8329. Contributions may be made via our website at www.jfcsaz.org. 8 FY12 Community Report: July 1, 2011 – June 30, 2012 “We must continue to fund and increase our gifts to great agencies like JFCS who take care of so many people in need.” Sheldon R. Roth Mervyn and Janine Levin Eleanor Light Cindy Lubin and David Lorsch Magellan Health Services Nationwide Insurance Foundation Steven Oscherwitz State of Arizona - Arizona Criminal Justice Commission Trends Charitable Fund Family Benefactor (Gifts of $5,000 +) Anonymous Arizona Diamondbacks The Bozena and Josef Zelenda Charitable Foundation Cardinals Charities City of Glendale Cox Charities Flo and Paul Eckstein Executive Council Charities Cheryl and Jeffrey Fine Freeport-McMoRan Copper & Gold Foundation Harold & Jean Grossman Family Foundation Iva and Larry Hirsch In-n-Out Burger Foundation The Joseph & May Winston Foundation Carol and Allan Kern Arlene and Michael Lanes Sheri and Thomas Levin Lincoln GIVES Michael and Enid Seiden Paula and Aaron Sherman Carole Shnier Wells Fargo Barbara and Barry Zemel Family Guardian (Gifts of $2,500 +) AG/FP VCC, LLC Anonymous Banner Good Samaritan Hospital Judith and Michael Bernstein The Birthday Club Blood Systems Chris Ridge Senior Living Community Cigna and the Cigna Medical Group Clark Hill PLC Francine Coles Coyotes Charities Morris F. Friedell Marysia and Matt Gerson Leslie and Richard Goldman/Conscient Capital Anita and Jerome Gutkin Irving L. & Barbara Rousso Foundation Daniel M. Isard Deana Katz Marlene and Lanny Lahr Cynthia and Jay Levin Lovitt & Touché, Inc. Mercy Care Plan Quality Care Network Salt River Project - SRP Rosebell Schurz Sheila Schwartz Susan and Paul Stander Susan and Ron Starkman Verizon Wireless Leesa and George Weisz William L. and Ruth T. Pendleton Memorial Fund Family Circle (Gifts of $1,000 +) Judy Ackerman and Richard Epstein Sue and David Adatto Roberta Aidem/Media Foundation American Express Company Employees Anonymous (4) Jerome M. Aronson Joe R. Ballard Irrevocable Trust Jessica and David Barranco Robert G. Begam Arlene and Giora Ben-Horin Janet and John Blake Carmela and Michael Blank The Brandeis Family Charitable Fund Buseck Family Donor Advised Fund Ilene and Ben Celniker/ Fallen Celniker Donor Advised Fund Susan and Michael Chesin Priscilla and Louis Cohen Mona and Sol Crandell Crusaders Charity Group Inc. Dr. Abraham Tamis Memorial Fund at Jewish Community Foundation Ellen and Lee Eisinberg Bernadette and Philip Evans David Felman Fine Family Foundation Fink Foundation Beverly and Steve Flaks Renee and Jonathan Fox Meri and Steve Friedman Gan Bamidbar Anne Gelb Pnina Levine and Alan Gold Richard H. Goldberg Mark Goldfarb Betsy and Ken Gometz Gail Gordon and Ron Ober Heather and Michael Greenbaum Susan and Nestor Guzman Janice and Robert Hartman Beth and Sandy Hoffman Stephanie and Frank Jacobson Therese and Richard Kimberly Helen and Edgar Korrick Rabbi Robert and Helen Kravitz Sue and Neal Kurn Ann Lebed Evan C. Leibner and Tami D. Dairiki Jack Linde Judy and Sam Linhart Emily Mallin and Jason Klein Susan Resnik and Stanley J. Marks Norman Merlis Dana and Rick Naimark Esther and Abe Orlick Lori and Roger Peck Jeanne Peskin Sharon and Jason Plotch Robert & Rochelle Plous Family Foundation Christian Rainer Michele Scheiner and David Raskin Norbert Samuelson Scan Health Plan Arizona Brooks T. Hozier and Alan M. Schiffman Roy Schultz Rana and Joe Schwartz Linda and Earl Secore/ Secore & Niedzialek, P.C. Lola and Jacob Shapiro Sinai Mortuary of Arizona, Inc. Edna and Arthur Sitelman Valerie Smilovic and Yehuda Waxman Carol and Scott Snyder Pam and Michael Steinberg Tommy V’s Urban Kitchen & Bar U.S. Bancorp Foundation Grants Program Unity Church of Practical Christianity Mary Jo and Burke Whitfield Joan and Ron Yagoda Young Jewish Phoenix Michael R. Zent Ann and Ted Zinman JFCS Administrative Offices 4747 N. 7th Street • Suite 100 • Phoenix, AZ 85014 602-279-7655 • www.jfcsaz.org Primary Partner of the Valley of the Sun United Way Jewish Community ASSOCIATION JFCS is accredited by the National Council on Accreditation of Services for Families and Children
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