2024-05-07T13:30:44-05:00 2023-06-30 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2022-07-01 520983740 JEWISH COUNCIL FOR THE AGING OF GREATER WASHINGTON INC JEWI 3012554200 12320 PARKLAWN DRIVE ROCKVILLE MD 20852 SHANE ROCK CHIEF EXECUTIVE OFFICER 3012554200 2024-05-07 1 SHANE ROCK 999009999 0 RICHARD J LOCASTRO CPA P00288314 3019519090 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z SHANE ROCK 12320 PARKLAWN DRIVE ROCKVILLE MD 20852 5361023 0 X WWW.ACCESSJCA.ORG X 1973 MD SEE PART III, LINE 1. 24 24 135 989 385350 76468 4083212 3740444 1364104 1434801 95302 58398 -146567 -147646 5396051 5085997 0 0 0 0 3363378 3811879 0 0 525753 1499692 1644970 4863070 5456849 532981 -370852 7970886 7793438 4446181 4534942 3524705 3258496 X TO HELP OLDER ADULTS IN THE GREATER WASHINGTON, D.C. REGION MAINTAIN INDEPENDENCE, DIGNITY, VITALITY AND SELF-RESPECT AND TO HELP PEOPLE OF DIFFERENT GENERATIONS UNDERSTAND, LEARN FROM AND CARE FOR ONE ANOTHER. 0 0 1533090 702693 TRANSPORTATION AND MOBILITY MANAGEMENT: OUR TRANSPORTATION PROGRAMS OPEN DOORS TO A WORLD OTHERWISE BEYOND REACH FOR SENIORS AND ADULTS WITH DISABILITIES. OUR WHEELCHAIR-ACCESSIBLE BUSES TRAVELED 147,330 MILES WHILE TAKING 59,105 PASSENGER TRIPS. CONNECT-A-RIDE ASSISTED 1611 CALLERS WITH PERSONALIZED TRANSPORTATION NEEDS. WE ALSO MET WITH 995 SENIORS AT PROGRAM PRESENTATIONS, HEALTH FAIRS, AND EXPOS; THIS INCLUDED 58 PARTICIPANTS AT OUR TRAVEL TRAINING WORKSHOPS WHICH HELP SENIORS GET COMFORTABLE USING PUBLIC TRANSPORTATION.VILLAGE RIDES PARTNERED WITH 16 ORGANIZATIONS IN MONTGOMERY COUNTY AND PRINCE GEORGES COUNTY WHO HELPED 414 SENIORS AND ADULTS WITH DISABILITY RECEIVE 4,832 ONE-WAY RIDES FROM 223 VOLUNTEER DRIVERS.ESCORTED TRANSPORTATION PROVIDED 561 RIDES TO THE 116 FRAIL OR ILL PROGRAM ENROLLEES WHO NEEDED DOOR-THROUGH-DOOR-SUPPORT. 1121113 7045 SENIOR EMPLOYMENT: WE HELP OLDER ADULTS FIND AND KEEP JOBS.OUR SENIOR COMMUNITY SERVICE EMPLOYMENT PROGRAM PROVIDED COMMUNITY SERVICE HOURS TO LOCAL NONPROFITS IN FREDERICK AND MONTGOMERY COUNTIES THROUGH THE WORK OF 62 PAID, ON-THE-JOB TRAINEES WHO WERE AGE 55+ AND AT OR BELOW 125 PERCENT OF THE FEDERAL POVERTY LEVEL. THE ON-LINE, MULTI-DAY WORKSHOPS OF THE CAREER GATEWAY SERVED 133 MID-LIFE AND OLDER JOB SEEKERS. JCA CONDUCTED THREE VIRTUAL 50+ EMPLOYMENT EXPOS FOR NORTHERN VIRGINIA AND SIX FOR MONTGOMERY COUNTY THE PAST YEAR. MORE THAN 75 EMPLOYERS TOOK PART IN THE EXPOS WITH 1,817 UNIQUE PARTICIPANTS. 399796 2234 INFORMATION, EDUCATION & OUTREACH: OUR INFORMATION AND REFERRAL PROGRAMS ARE AS CLOSE AS A TELEPHONE CALL, AS NEAR AS ONE'S HEART.WE ENSURE THAT OLDER ADULTS HAVE THE INFORMATION THEY NEED FOR SAFE AND SECURE HOUSING, HOME CARE, AND PERSONAL SUPPORT IN THEIR DAILY LIVES. 301736 193454 ADULT DAY PROGRAMS: JCA ADULT DAY SERVICES OFFER COMPASSIONATE, SUPPORTIVE CARE IN A WELCOMING ENVIRONMENT.OUR GORLITZ KENSINGTON CLUBS, A PROGRAM THAT SINCE 2008 HAS BEEN HELPING PEOPLE IN THE EARLY STAGES OF DIAGNOSED MEMORY LOSS, SERVED 55 MEN AND WOMEN WHO RANGED IN AGE FROM 70 TO 92. CLUBS MET AT JCA'S PARKLAWN HEADQUARTERS, AT THE WHITE OAK SENIOR CENTER AND GERMANTOWN, AND ONLINE THROUGH KC@HOME. 388028 750 INTERGENERATIONAL PROGRAMS: OUR INTERGENERATIONAL PROGRAMS BUILD BRIDGES ACROSS GENERATIONS WHILE HELPING CHILDREN SUCCEED IN SCHOOL AND LIFE.THE HEYMAN INTERAGES CENTER CONNECTED 339 YOUTH VOLUNTEERS WITH MEN AND WOMEN IN SENIOR FACILITIES AND ADULT DAY CENTERS. OUR 167 OLDER VOLUNTEERS MENTORED AND TUTORED 842 LOW-INCOME STUDENTS. OVERALL, INTERAGES' VOLUNTEERS DONATED 4,667 VOLUNTEER HOURS OF CARE. 689764 194204 3743763 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 16 0 1 135 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 24 24 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL MD NY VA X X TIM LARKIN 3012554224 12320 PARKLAWN DRIVE ROCKVILLE MD 20852 RONNA BORENSTEIN-LEVY PRESIDENT 4.00 X X 0 0 0 JACKY SHULTZ VICE PRESIDENT 4.00 X X 0 0 0 PHYLLIS COBURN SECRETARY 4.00 X X 0 0 0 DONALD SILVERSTEIN TREASURER 4.00 X X 0 0 0 BARRY HARTZBERG ASSISTANT TREASURER 4.00 X X 0 0 0 HOWARD GLECKMAN IMMEDIATE PAST PRESIDENT 4.00 X X 0 0 0 NORMAN GOLDSTEIN PAST PRESIDENT 4.00 X X 0 0 0 MARC BERMAN DIRECTOR 4.00 X 0 0 0 BARBARA ETKIND DIRECTOR 4.00 X 0 0 0 NANCY FIEDELMAN DIRECTOR 4.00 X 0 0 0 LYNN FRISS FEINBERG DIRECTOR 4.00 X 0 0 0 KAARMIN FORD DIRECTOR 4.00 X 0 0 0 JAY GOLDMAN DIRECTOR 4.00 X 0 0 0 DARRYL HILL DIRECTOR 4.00 X 0 0 0 VIVIEN HSUEH DIRECTOR 4.00 X 0 0 0 DEBORAH KORTH DIRECTOR 4.00 X 0 0 0 JEFFREY LIPSON DIRECTOR 4.00 X 0 0 0 DEBRA LIVERPOOL DIRECTOR 4.00 X 0 0 0 RONALD PAUL DIRECTOR 4.00 X 0 0 0 YUDI RODRIGUEZ DIRECTOR 4.00 X 0 0 0 JOHN SHUCHART DIRECTOR 4.00 X 0 0 0 DAVID SMITH DIRECTOR 4.00 X 0 0 0 TOM WEST DIRECTOR 4.00 X 0 0 0 VICKIE WITKIN DIRECTOR 4.00 X 0 0 0 SHANE ROCK CHIEF EXECUTIVE OFFICER 50.00 X 182555 0 10962 SUSAN MESSINA UNTIL 32023 SR DIR OF DEV (UNTIL 3/2023) 50.00 X 130568 0 0 TIM LARKIN SR DIR FIN AND ADMIN 50.00 X 132396 0 0 GERARD ETIENNE CHIEF PROG & INNOV. (FROM 1/2023) 50.00 X 0 0 0 HAL BORDY NEW DIR OF DEV (FROM 7/2022) 50.00 X 25171 0 0 470690 0 10962 3 0 1 0 POZEZ JEWISH COMMUNITY CENTER NORTHERN V 8900 LITTLE RIVER TPK FAIRFAX VA 22031 ADMINISTER A JOINT GRANT PROGRAM IN NORT 162267 1 12699 2353562 1374183 8444 3740444 SERVICE & ATTENDANCE 900099 1374443 845818 528625 PRODUCTIVE AGING 900099 36728 36728 ELDERBUS FEES FOR SERVICE 900099 16566 16566 REGISTRATION 900099 7064 7064 1434801 109 109 123508 271154 -147646 -147646 -143275 -4371 62161 3872 58289 58289 58289 5085997 906176 385350 54027 568173 98677 260460 209036 2742206 2296842 312620 132744 37896 30489 3829 3578 195394 127859 58795 8740 268210 194937 45647 27626 51934 4362 46745 827 16222 16222 105153 78773 9777 16603 76744 67396 9348 136161 54481 68886 12794 72913 54622 6779 11512 123842 14223 74630 34989 10844 5478 3933 1433 26288 2789 149 23350 175727 70314 88902 16511 182644 41308 139189 2147 127696 110260 14186 3250 PARTICIPANT COSTS 251946 250297 1527 122 FLEET OPERATIONS 183887 183887 EMPLOYEE & VOLUNTEER 33970 19815 10192 3963 PAYROLL PROCESSING FEES 29856 22366 2776 4714 39143 14588 22089 2466 5456849 3743763 1187333 525753 7541 28738 162312 27268 701307 562314 14385 19734 69797 57452 9360490 4082995 5538986 5277495 1352523 1696402 96484 96484 27551 27551 7970886 7793438 326076 376569 4103775 4041493 16330 116880 4446181 4534942 X 1785961 1291746 1738744 1966750 3524705 3258496 7970886 7793438 -370852 104643 0 X 0 1 X 1 1 1 X 3312414 3517882 3533717 4083212 3740444 18187669 3312414 3517882 3533717 4083212 3740444 18187669 18187669 115237 36233 53143 76695 123618 404926 71113 71113 25877 14538 40415 18704123 5136297 0.97240 0.96810 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1502947 62164 146710 1711821 1799667 27823 -248207 58000 18336 1502947 1362856 81214 371578 15981 1799667 1529806 45000 51749 250000 13699 1362856 1569837 15000 110037 165000 68 1529806 1.00000 0 0 1100000 1100000 6754558 2650084 4104474 1505932 1432911 73021 5277495 SECURITY DEPOSITS 16880 LINE OF CREDIT 100000 116880 X 5829762 104643 384190 271154 759987 5069775 16222 16222 5085997 6095971 384190 271154 655344 5440627 16222 16222 5456849 PART V, LINE 4: INVESTMENT POLICY: JCA HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS. SPENDING POLICY: JCA WILL APPROPRIATE (UNLESS SPECIFIED OTHERWISE BY THE DONOR) FOR EXPENDITURE IN ITS ANNUAL BUDGET A MAXIMUM OF 4% OF THE ROLLING AVERAGE OF THE CALENDAR YEAR-END MARKET VALUE OF THE ENDOWMENT ASSETS OVER THE PRECEDING THREE YEARS, THE BASE TO BE ADJUSTED FOR NEW CAPITAL CONTRIBUTIONS TO THE ENDOWMENT. THERE MAY BE TIMES WHEN JCA MAY OPT NOT TO TAKE THE MAXIMUM SPENDING RATE, BUT RATHER REINVEST SOME OF THE ANNUAL RETURN. PART X, LINE 2: FOR THE YEAR ENDED JUNE 30, 2023, JCA HAS DOCUMENTED ITS CONSIDERATION OF FASB ASC 740-10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES, AND HAS DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENT EXPENSE REPORTED AS AN EXPENSE ON THE AUDITED FINANCIAL STATEMENTS AND NETTED AGAINST REVENUE ON FORM 990, 271,154. PART VIII, LINE 6. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENT EXPENSE REPORTED AS AN EXPENSE ON THE AUDITED 271,154. FINANCIAL STATEMENTS AND NETTED AGAINST REVENUE ON FORM 990, PART VIII, LINE 6. X X X X 0 0 0 0 0 0 0 1 0 SHANE ROCK CHIEF EXECUTIVE OFFICER 180159 0 2000 0 396 0 0 0 10962 0 193517 0 0 0 PART I, LINE 7 DURING THE YEAR THE FOLLOWING EMPLOYEES RECIEVED A $2,000 BONUS: SHANE ROCK, SUSAN MESSINA, AND TIM LARKIN. FORM 990, PART VI, SECTION B, LINE 11B UPON RECEIPT OF THE DRAFT 990, IT IS DISTRIBUTED TO THE CHIEF EXECUTIVE OFFICER, SENIOR DIRECTOR OF FINANCE & ADMINISTRATION, THE PRESIDENT, AND MEMBERS OF THE BUDGET, AUDIT, AND FINANCE COMMITTEE FOR REVIEW. AFTER ONE WEEK OF REVIEW, IT IS SUBMITTED TO THE ENTIRE BOARD OF DIRECTORS FOR A ONE WEEK COMMENT PERIOD. FORM 990, PART VI, SECTION B, LINE 12C JCA REQUIRES ITS OFFICERS, DIRECTORS, AND KEY EMPLOYEES TO SIGN THE CONFLICT OF INTEREST POLICY EACH YEAR. FORM 990, PART VI, SECTION B, LINE 15 THE CEO'S SALARY IS SET BY THE BOARD OF DIRECTORS. JCA USES SURVEYS OF COMPARABLE SALARIES IN THE REGION TO HELP SET ALL STAFF SALARIES, GENERALLY SETTING COMPENSATION AT OR BELOW THE MIDPOINT OF SALARIES SURVEYED OF COMPARABLY SIZED ORGANIZATIONS DOING COMPARABLE WORK. STAFF SALARIES ARE DETERMINED BY A PROCESS THAT IS BASED ON COMPENSATION STUDIES OF LIKE-SIZED NONPROFITS, INDEPENDENT REVIEW, BOARD APPROVAL, AND SETS A TARGET COMPENSATION RANGE BETWEEN THE 25TH AND 75TH PERCENTILES OF BENCHMARKS. THE MOST RECENT COMPENSATION REVIEW TOOK PLACE IN MAY/JUNE 2023. FORM 990, PART VI, SECTION C, LINE 19 WE ANNOUNCE THAT JCA'S FINANCIAL REPORTS ARE AVAILABLE FOR PUBLIC INSPECTION (BY APPOINTMENT AT OUR CORPORATE OFFICES) IN OUR ANNUAL REPORT, DIRECT MAILINGS, NEWSLETTERS, AND WEB SITE. OUR 990 IS ALSO AVAILABLE AT WWW.GUIDESTAR.ORG AND ON JCA'S WEB SITE. THESE DOCUMENTS ARE AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D).