2024-05-15T09:01:27-05:00 2023-06-30 410746749 CLIFTONLARSONALLEN LLP 4334 MUNSON STREET SUITE 200 CANTON OH 44718 990 2022-07-01 251720606 JEWISH ASSOCIATION ON AGING JEWI 4124204000 200 JHF DRIVE PITTSBURGH PA 15217 MARY ANNE FOLEY CEO 4124204000 2024-05-11 1 MARY ANNE FOLEY 999009999 1 JENNIFER COLEMAN P00743188 3304972000 2024-05-11 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JAA CENTERS FOR REHABILITATION WEINBERG TERRACE HOME HEALTH SERVICES AND SIVITZ HOSPICE & PALLIATIVE CARE MARY ANNE FOLEY 200 JHF DRIVE PITTSBURGH PA 15217 12445166 0 X WWW.JAAPGH.ORG X 1993 PA HONOR/ENHANCE THE ELDERLY BY A CONTINUUM OF QUALITY CARE CONSISTENT WITH JEWISH VALUES/TRADITIONS. 31 30 158 50 0 0 3960143 1383584 10562122 10534989 194740 222264 157935 304329 14874940 12445166 0 0 0 0 8944832 8471341 0 0 179711 4776840 3975886 13721672 12447227 1153268 -2061 23509840 23417634 1982594 1767285 21527246 21650349 X THROUGH A COMPREHENSIVE NETWORK OF RESIDENTIAL LIFESTYLES, HEALTH SERVICES, AND HOME CARE, THE JEWISH ASSOCIATION ON AGING (JAA) HAS HELPED PITTSBURGH-AREA SENIORS ENJOY THEIR BEST POSSIBLE LIFESTYLE WHILE THEY AGE. JAA'S COMMITMENT HAS BEEN TO HONOR AND ENHANCE THE LIVES OF OLDER ADULTS THROUGH QUALITY CARE CONSISTENT WITH JEWISH VALUES AND TRADITION. JAA PROVIDES COMPREHENSIVE SERVICES DESIGNED TO KEEP SENIORS SAFE, INDEPENDENT, AND CONNECTED TO THE COMMUNITY. 0 0 9506785 10839318 STAYING CONSISTENT WITH JEWISH VALUES AND TRADITIONS OF HONORING OUR ELDERS, THE JEWISH ASSOCIATION ON AGING PROVIDES SERVICES THAT ENABLE MAXIMUM INDEPENDENCE AND CONNECT YOU AS RESIDENTS WITH YOUR SPIRITUAL SELVES. WE AIM TO CREATE A LOVING AND HOMELIKE ATMOSPHERE, CELEBRATING LIFE, CULTURE, AND HISTORY TAILORED TO MEET YOUR NEEDS AND ABILITIES, DOING SO WITH SENSITIVITY AND FLEXIBILITY. THE JEWISH ASSOCIATION ON AGING OFFERS A FULL CONTINUUM OF TOP-QUALITY HEALTH-RELATED SERVICES FOR SENIORS AND FAMILIES OF ALL FAITHS. WITH A FOCUS ON PRESERVING INDEPENDENCE AND ENHANCING THE QUALITY OF LIFE, WE PROVIDE PERSONALIZED CARE BASED ON INDIVIDUAL PREFERENCES AND GOALS. WHATEVER THE NEED MAY BE, JAA PROVIDES THE RIGHT CARE, AT THE RIGHT TIME IN THE RIGHT PLACE. OUR SERVICES INCLUDE: ADULT DAY SERVICES; HOME HEALTH CARE; HOSPICE & PALLIATIVE CARE; OUTPATIENT REHABILITATION; MOLLIE'S MEALS; AND AGEWELL PITTSBURGH. 9506785 1 1 0 0 0 0 0 0 0 1 1 1 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 0 0 0 1 48 0 158 1 0 0 0 0 0 0 0 0 0 0 0 0 X 31 30 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 PA X JON SUKERNEK CFO 4124204000 200 JHF DRIVE PITTSBURGH PA 15217 LOU PLUNG CHAIR 1.00 1.00 X X 0 0 0 LYNETTE LEDERMAN PHD VICE CHAIR 1.00 1.00 X X 0 0 0 JOHN KATZ SECRETARY 1.00 1.00 X X 0 0 0 STEVE HALPERN ASSISTANT SECRETARY 1.00 1.00 X X 0 0 0 MIKE LEVIN TREASURER 1.00 1.00 X X 0 0 0 ANDREW STEWART IMMEDIATE PAST CHAIR 1.00 1.00 X 0 0 0 SUE BERMAN KRESS DIRECTOR 1.00 1.00 X 0 0 0 GARY COZEN DIRECTOR 1.00 1.00 X 0 0 0 GLEN FEINBERG DIRECTOR 1.00 1.00 X 0 0 0 KAREN WOLK FEINSTEIN PHD DIRECTOR 1.00 1.00 X 0 0 0 JACK FRIEDMAN DIRECTOR 1.00 1.00 X 0 0 0 DAPHNA GANS PHD DIRECTOR 1.00 1.00 X 0 0 0 H ARNOLD GEFSKY DIRECTOR 1.00 1.00 X 0 0 0 THEODORE GOLDBERG DIRECTOR 1.00 1.00 X 0 0 0 WILLIAM GOLDFARB MD DIRECTOR 1.00 1.00 X 0 0 0 LLOYD MYERS DIRECTOR 1.00 1.00 X 0 0 0 ELLIOTT OSHRY DIRECTOR 1.00 1.00 X 0 0 0 PHILIP LEHMAN PHD DIRECTOR 1.00 1.00 X 0 0 0 MITCHELL PAKLER DIRECTOR 1.00 1.00 X 0 0 0 BARRY ROTH DIRECTOR 1.00 1.00 X 0 0 0 JOANNE ROSS SIMON DIRECTOR 1.00 1.00 X 0 0 0 JANICE FALLER SCHERMER DIRECTOR 1.00 1.00 X 0 0 0 HOWARD SNIDERMAN DIRECTOR 1.00 1.00 X 0 0 0 ALEC STONE DIRECTOR 1.00 1.00 X 0 0 0 EJ STRASSBURGER DIRECTOR 1.00 1.00 X 0 0 0 HAL WALDMAN DIRECTOR 1.00 1.00 X 0 0 0 AMY WEISS DIRECTOR 1.00 1.00 X 0 0 0 BILL BRANDEIS EMERITUS 1.00 1.00 X 0 0 0 ENID MILLER EMERITUS 1.00 1.00 X 0 0 0 PEARL MOORE EMERITUS 1.00 1.00 X 0 0 0 JUDY TOBE EMERITUS 1.00 1.00 X 0 0 0 MARY ANNE FOLEY CHIEF OPERATING OFFICER 20.00 20.00 X 249125 0 18081 JON SUKERNEK CHIEF FINANCIAL OFFICER 20.00 20.00 X 193063 0 33071 KARRIE TOWARD CONTROLLER 40.00 0.00 X 111813 0 12741 PATRICK CARR INFORMATION TECHNOLOGY DIR 40.00 0.00 X 109329 0 30995 SCOTT ROSEN ASSISTANT DIRECTOR REHABIL 40.00 0.00 X 122311 0 11965 785641 0 106853 5 0 1 0 CLIPBOARD HEALTH PO BOX 103125 PASEDENA CA 91189 STAFFING SERVICES 759297 NOVITRAS SOLUTIONS PART A PO BOX 3385 MECHANICSBURG PA 17055 ADMINISTRATIVE PROCESSING SERVICES 359074 FOX REHABILITATION PO BOX 780409 PHILADELPHIA PA 191780409 THERAPY SERVICES 329935 GARDAWORLD SECURITY SERVICES 21 YOST BLVD SUITE 220 PITTSBURGH PA 15221 SECURITY SERVICES 292673 XYCOM TECHNOLOGY GROUP INC 842 JACKSONIA ST PITTSBURGH PA 15212 TECHNOLOGY SERVICES 291678 16 515058 868526 1383584 RESIDENT/CARE GIVING SERVICES 623000 10534989 10534989 10534989 222264 222264 MISCELLANEOUS OPERATING REVENUE 900099 304329 304329 304329 12445166 10839318 0 222264 X 493340 267206 226134 6476265 5234876 1120598 120791 239925 185764 46354 7807 771134 610096 135868 25170 490677 375992 99452 15233 305626 305626 499 499 1500836 1094305 406531 68567 38249 29510 808 100928 98300 2628 408345 227791 175743 4811 437707 326718 108397 2592 68125 38003 29319 803 31766 17721 13671 374 378823 378823 31 18 13 FOOD & OTHER DIETARY EX 301050 293210 7840 BAD DEBT 97176 97176 PHARMACY & MEDICAL EXPE 85296 83075 2221 EQUIPMENT 78951 76895 2056 112160 62567 48271 1322 12447227 9506785 2760731 179711 3207557 1329155 379775 298586 2043715 1268874 225494 200341 16495021 10243132 6314476 6251889 4024066 4392181 7314757 9676608 23509840 23417634 1447509 1213922 102010 116300 389062 389062 44013 48001 1982594 1767285 X 17332988 15532197 4194258 6118152 21527246 21650349 23509840 23417634 -2061 125164 0 X 0 1 X 1 0 X 2067643 2234086 6902559 3960143 1383584 16548015 14735794 12216117 10322035 10720057 10839318 58833321 16803437 14450203 17224594 14680200 12222902 75381336 194155 150316 133138 154700 77735 710044 0 194155 150316 133138 154700 77735 710044 74671292 284922 161987 70034 194740 222264 933947 284922 161987 70034 194740 222264 933947 74294 74294 1549083 1549083 17162653 14612190 18843711 14874940 12445166 77938660 0.95810 0.95750 0.01200 0.01120 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: EMPLOYEE RETENTION TAX CREDIT - 2020 AMOUNT: $ 1,549,083. TRUST INCOME - RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2974075 80052 259785 15856 3298056 3297908 15000 -377911 78716 17206 2974075 2446971 270080 660446 65192 14397 3297908 2220583 256212 47001 64417 12408 2446971 1784446 385200 122167 60704 10526 2220583 0.19300 0.71700 0.09000 1 0 1893588 1893588 9150794 5981412 3169382 1069947 639688 430259 2343622 1841937 501685 2037070 1780095 256975 6251889 ASSETS WHOSE USE IS LIMITED 4375627 C OTHER INVESTMENTS 251 C RESIDENT TRUST FUNDS 16303 C 4392181 DUE FROM AFFILIATE 9676608 9676608 RESIDENT TRUST FUNDS 7455 OTHER NON-CURRENT LIABILITIES 40546 48001 X PART V, LINE 4: THIS IS A STRATEGIC INITIATIVE TO EXPAND SERVICES TO PREEMPT THE GROWING NEEDS IN SENIOR CARE AND DEFINE THE FUTURE OF SENIOR LIVING. IT IS NOT ONLY AN INVESTMENT FOR OUR SENIORS TODAY, BUT AN INVESTMENT FOR ALL OF OUR FUTURES. A ROBUST ENDOWMENT LETS US CONTINUE TO OFFER CUTTING-EDGE SENIOR CARE AND PROVIDE FOR THOSE WHO HAVE LOST THE ABILITY TO PAY FOR THAT CARE THEMSELVES. PART X, LINE 2: JAA IS CLASSIFIED AS TAX-EXEMPT, NONPROFIT CORPORATION UNDERSECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO PROVISION FOR FEDERAL AND STATE INCOME TAXES IS REQUIRED. THE ORGANIZATION ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES BY USING A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD IS MET. MANAGEMENT DETERMINED THERE WERE NO TAX UNCERTAINTIES THAT MET THE RECOGNITION THRESHOLD AT JUNE 30, 2023 AND 2022. X X X 0 1 0 0 0 0 0 0 0 MARY ANNE FOLEY CHIEF OPERATING OFFICER 249125 0 0 0 0 0 6923 0 11158 0 267206 0 0 0 JON SUKERNEK CHIEF FINANCIAL OFFICER 193063 0 0 0 0 0 4613 0 28458 0 226134 0 0 0 NORTHEAST MEDICAL ASSOCIATES ENTITY MORE THAN 35% OWNED BY MITCHELL PAKLER BOARD MEMBER 43439 MEDICAL SUPPLIES 0 FORM 990, PART VI, SECTION B, LINE 11B JEWISH ASSOCIATION ON AGING HAS A CERTIFIED PUBLIC ACCOUNTING FIRM PREPARE THEIR FORM 990. THE FORM 990 IS REVIEWED INITIALLY BY THE CHIEF FINANCIAL OFFICER AND PRESIDENT/CHIEF EXECUTIVE OFFICER. THE FORM 990 IS THEN PROVIDED TO THE BOARD OF DIRECTORS FOR FINAL REVIEW PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST DISCLOSURE STATEMENTS ARE GIVEN ANNUALLY TO BOARD MEMBERS AND ARE REQUIRED TO BE SIGNED AND RETURNED TO THE EXECUTIVE ASSISTANT WITHIN 30 DAYS FOR FILING IN THE ADMINISTRATIVE OFFICE. IF NOT TIMELY RETURNED, THE EXECUTIVE ASSISTANT FOLLOWS UP WITH REMINDERS UNTIL ALL STATEMENTS ARE RETURNED. THE TERMS OF THE STATEMENT ARE MONITORED AND ENFORCED BY THE PRESIDENT/CHIEF EXECUTIVE OFFICER AND EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION OF THE CORPORATION'S CHIEF EXECUTIVE OFFICER IS EVALUATED ANNUALLY. THE PROCESS IS INITIATED, EVALUATED AND APPROVED BY THE COMPENSATION COMMITTEE AND THEN SENT FOR REVIEW AND SUBSEQUENT APPROVAL BY THE ENTIRE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 JEWISH ASSOCIATION ON AGING MAKES ITS FORM 990 AND FORM 1023 AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 1,094,305. MANAGEMENT AND GENERAL EXPENSES 406,531. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,500,836. JEWISH HOME AND HOSPITAL FOR THE AGED 200 JHF DRIVE PITTSBURGH PA 15217 250965408 HEALTH CARE PA 501(C)(3) 509(A)(1) JEWISH ASSOCIATION ON AGING 1 RIVERVIEW APARTMENTS INC 52 GARETTA STREET PITTSBURGH PA 15217 256063049 HUD SUBSIDIZED HOUSING, MEALS AND ACTIVITES FOR SENIOR CITIZENS PA 501(C)(3) LINE 7 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 JEWISH HOME & HOSPITAL FOR THE AGED D 9676606 COST