Jewish Family Service

Nonprofit profile at a glance

EIN
741152607
IRS 990 coverage
2017–2024
Forms available
Form 990 2024
Location
Houston, TX, USA
Phone
7136679336
Rating
78
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Family Counseling
Affiliation
Judaism

Official website

Reported finances

Revenue
$12,949,352
Expenses
$12,888,858
Assets
$12,782,535
Liabilities
$1,052,534

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

48 people listed

Executive titles in this filing

  • CAROLYN KAPLAN (PRESIDENT)
  • CARL E JOSEHART (CHIEF EXECUTIVE OFFICER)

Highest reported compensation

  • CARL E JOSEHART (CHIEF EXECUTIVE OFFICER): $298,656 total reported compensation
  • RACHEL DAVIS (CHIEF PHILANTHROPY OFFICER): $203,018 total reported compensation
  • TAMMY HOPWOOD (CHIEF FINANCIAL OFFICER): $202,203 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The mission of jewish family service is to transform lives by empowering individuals, families and communities -- driven by compassion, leading through innovation, guided by jewish values.

What it reported doing in 2024

See schedule o.

Operating model

Revenue model
Donor-supported. 80% of the money available for current operations came from contributions and gifts.
Distribution model
Hybrid. The nonprofit split its reported program spending across 60% for direct work, and 40% for grants.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Fundraising costs are high for each dollar raised and program spending has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 76
  • Transparency & Controls: 87
  • Accountability: 100
  • Sustainability: 40
  • Growth: 0

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 80.7%; rating input score 81
  • Program expense ratio: 80.8%; rating input score 81
  • Fundraising efficiency: $8.52 raised per $1 spent on fundraising; rating input score 34; 34th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 62nd percentile among comparable filings
  • Pay-setting controls: 4 of 6 controls in place; rating input score 67
    • Compensation committee: Pass
    • Independent consultant: Missing
    • Other Form 990s reviewed: Pass
    • Written employment contract: Missing
    • Compensation survey or study: Pass
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 100%; rating input score 100; 72nd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 66th percentile among comparable filings
  • Governance controls: 9 of 9 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 0.5%; rating input score 35; 35th percentile among comparable filings
  • Total-asset coverage ratio: 0.99; rating input score 36; 36th percentile among comparable filings
  • Liabilities to assets ratio: 0.08; rating input score 77; 77th percentile among comparable filings
  • Officer compensation ratio: 7.7%; rating input score 31; 31st percentile among comparable filings

Growth

  • Program expense growth: -0.6% per year; rating input score 0; 9th percentile among comparable filings
  • Revenue growth: -0.7% per year; rating input score 0; 7th percentile among comparable filings
  • Asset growth: -0.8% per year; rating input score 0; 8th percentile among comparable filings

Details

  • Where the money goes: 80.7% of revenue deployed · 80.8% of spending went to programs
  • Governance: 41 of 41 board members independent · 9 of 9 filing controls reported
  • Programs: 4 filed program accomplishments · $10.4M in reported program spending
  • Leadership: top reported pay $299K · 48 people listed · 4 of 6 pay-setting controls reported
  • Consistency: 33 of 33 current checks pass
  • Schedules: 8 filed schedules · includes major donors, grants, and executive pay
  • Filing history: 8 filing years from 2017 to 2024
  • Contacts: How to reach this organization
  • Money network: 6 filed money-flow records
  • Related organizations: 2 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Financial Efficiency: Fundraising efficiency scored 34/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • Moderate — Sustainability: Operating margin scored 35/100.
  • High — Growth: Asset growth scored 0/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 36/100.
  • Moderate — Sustainability: Officer compensation ratio scored 31/100.