2023-04-14T09:08:10-05:00 2022-06-30 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2021-07-01 520983740 JEWISH COUNCIL FOR THE AGING OF GREATER WASHINGTON INC JEWI 3012554200 12320 PARKLAWN DRIVE ROCKVILLE MD 20852 SHANE ROCK CHIEF EXECUTIVE OFFICER 3012554200 2023-04-14 1 SHANE ROCK 999009999 RICHARD J LOCASTRO CPA P00288314 3019519090 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z SHANE ROCK 12320 PARKLAWN DRIVE ROCKVILLE MD 20852 5765097 0 X WWW.ACCESSJCA.ORG X 1973 MD SEE PART III, LINE 1. 25 25 135 1001 348761 0 3533717 4083212 891946 1364104 94492 95302 -225496 -146567 4294659 5396051 0 0 0 0 3165835 3363378 0 0 410844 1513767 1499692 4679602 4863070 -384943 532981 8478320 7970886 5145728 4446181 3332592 3524705 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 1491759 619292 TRANSPORTATION & MOBILITY MANAGEMENT: OUR TRANSPORTATION PROGRAMS OPEN DOORS TO A WORLD OTHERWISE BEYOND REACH FOR SENIORS AND ADULTS WITH DISABILITIES.OUR WHEELCHAIR-ACCESSIBLE BUSES FOR OLDER ADULTS TRANSPORTED 180 PASSENGERS FOR A TOTAL OF 19,557 TRIPS TO AND FROM MONTGOMERY COUNTY SENIOR CENTERS.CONNECT-A-RIDE MOBILITY SPECIALISTS PROVIDED 2,624 REFERRALS, ASSISTED 1,715 CALLERS AND MET WITH 389 ATTENDEES AT RIDE SMART TRAVEL TRAINING, SENIOR FAIRS AND EXPOS.WE EXPANDED THE VOLUNTEER DRIVING NETWORK OF GREATER D.C. IN MONTGOMERY AND PRINCE GEORGE'S COUNTIES, MD. ITS JCA VILLAGERIDES COMPONENT HELPED 858 SENIORS AND ADULTS WITH DISABILITIES TO GET 21,949 ONE-WAY RIDES FROM VOLUNTEER DRIVERS THROUGH A NETWORK OF 31 COMMUNITY ORGANIZATIONS.ESCORTED TRANSPORTATION PROVIDED 488 RIDES TO THE 80 FRAIL OR ILL PROGRAM ENROLLEES WHO NEEDED DOOR-THROUGH-DOOR-SUPPORT. 965275 SENIOR EMPLOYMENT: WE HELP OLDER ADULTS FIND AND KEEP JOBS.OUR SENIOR COMMUNITY SERVICE EMPLOYMENT PROGRAM PLACED 71 PAID, ON-THE-JOB TRAINEES WHO WERE AGE 55+ AND AT OR BELOW 125 PERCENT OF THE FEDERAL POVERTY LEVEL IN MEANINGFUL POSITIONS WITH LOCAL NONPROFITS IN MARYLAND'S MONTGOMERY AND FREDERICK COUNTIES. SCSEP PARTICIPANTS ALSO ATTENDED IN-PERSON AND ONLINE CLASSES, LEARNED WORK ETHICS, WORKED ON THEIR ENGLISH SKILLS WITH ESL VOLUNTEERS AND USED ZOOM TO CONDUCT VIRTUAL JOB SEARCHES.THE MULTI-DAY WORKSHOPS OF THE CAREER GATEWAY SERVED 109 MID-LIFE AND OLDER JOB SEEKERS.2,842 JOBSEEKERS PARTICIPATED IN NINE VIRTUAL 50+ EMPLOYMENT EXPOS, SIX IN MONTGOMERY COUNTY, MD, AND THREE IN NORTHERN VIRGINIA. 392142 118680 INFORMATION, EDUCATION & OUTREACH: OUR INFORMATION AND REFERRAL PROGRAMS ARE AS CLOSE AS A TELEPHONE CALL, AS NEAR AS ONE'S HEART.SHIP, THE JCA STATE HEALTH INSURANCE ASSISTANCE PROGRAM OF MONTGOMERY COUNTY, GUIDED 2,137 PEOPLE THROUGH THE INTRICACIES OF MEDICARE OPTIONS.OUR FOUR NEW SENIOR RESOURCE GUIDES ON TOPICS OF INTEREST AND IMPORTANCE TO OLDER ADULTS REACHED THOUSANDS VIA THE PRINT EDITIONS OF WASHINGTON JEWISH WEEK. WE MADE DIGITAL VERSIONS OF THE GUIDES AVAILABLE TO THOUSANDS MORE VIA THE JCA WEBSITE AND WJW WEBSITE. 254923 140008 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 ONLINE THROUGH KC@HOME. 260508 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. 515431 140008 3364607 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 25 25 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 HOWARD GLECKMAN PRESIDENT 4.00 X X 0 0 0 RONNA BORENSTEIN-LEVY VICE PRESIDENT 4.00 X X 0 0 0 DONALD SILVERSTEIN TREASURER 4.00 X X 0 0 0 PHYLLIS COBURN SECRETARY 4.00 X X 0 0 0 NANCY FIEDELMAN BOARD MEMBER 4.00 X 0 0 0 IRA BARTFIELD BOARD MEMBER 4.00 X 0 0 0 SCOT FARRELL BOARD MEMBER 4.00 X 0 0 0 DARRYL HILL BOARD MEMBER 4.00 X 0 0 0 JACKY SCHULTZ BOARD MEMBER 4.00 X 0 0 0 JOHN SHUCHART BOARD MEMBER 4.00 X 0 0 0 VICKIE WITKIN BOARD MEMBER 4.00 X 0 0 0 ELI ARONOFF BOARD MEMBER 4.00 X 0 0 0 BARBARA ETKIND BOARD MEMBER 4.00 X 0 0 0 LYNN FRISS FEINBERG BOARD MEMBER 4.00 X 0 0 0 VIVIEN HSUEH BOARD MEMBER 4.00 X 0 0 0 DEBRA LIVERPOOL BOARD MEMBER 4.00 X 0 0 0 RONALD PAUL BOARD MEMBER 4.00 X 0 0 0 THOMAS WEST BOARD MEMBER 4.00 X 0 0 0 MARC BERMAN BOARD MEMBER 4.00 X 0 0 0 JAY GOLDMAN BOARD MEMBER 4.00 X 0 0 0 KAARMIN FORD BOARD MEMBER 4.00 X 0 0 0 DEBRA KORTH BOARD MEMBER 4.00 X 0 0 0 JEFFREY LIPSON BOARD MEMBER 4.00 X 0 0 0 DAVID SMITH BOARD MEMBER 4.00 X 0 0 0 NORMAN GOLDSTEIN PAST PRESIDENT BOARD MEMBER 4.00 X 0 0 0 SHANE ROCK CHIEF EXECUTIVE OFFICER 50.00 X 180158 0 10605 SUSAN MESSINA SR. DIRECTOR OF DEVELOPMENT 50.00 X 132396 0 0 TIM LARKIN SR. DIR. OF FINANCE & ADMIN. 50.00 X 132396 0 0 444950 0 10605 3 0 1 0 POZEZ JEWISH COMMUNITY CENTER NORTHERN V 8900 LITTLE RIVER TPK FAIRFAX VA 22031 ADMINISTER JOINT GRANT PROGRAM 115471 1 12699 2780628 1289885 19862 4083212 SERVICE & ATTENDANCE 900099 1229115 742991 486124 PRODUCTIVE AGING 900099 109035 109035 ELDERBUS FEES FOR SERVICE 900099 16834 16834 REGISTRATION 900099 9120 9120 1364104 76695 76695 116712 263279 -146567 -146567 -137363 -9204 121874 2500 105767 0 16107 2500 18607 18607 5396051 877980 348761 86098 492540 102835 212160 177545 2458589 2059976 286566 112047 50466 37407 8300 4759 145727 117698 20992 7037 216056 160148 35534 20374 3322 211 3077 34 40600 40600 18336 18336 95236 57001 20354 17881 67080 60952 138 5990 156204 55204 88117 12883 59768 35773 12773 11222 90128 16002 72605 1521 7307 3577 2472 1258 12233 1767 52 10414 139603 49337 78752 11514 239400 96070 141365 1965 124668 108970 13267 2431 PARTICIPANT COSTS 211631 211426 179 26 GAS, OIL, & REPAIRS 152015 152015 PAYROLL PROCESSING FEES 25594 15319 5470 4805 EMPLOYEE & VOLUNTEER 25243 13767 7594 3882 31324 9152 18916 3256 4863070 3364607 1087619 410844 187734 7541 27435 162312 465279 701307 1510 14385 45258 69797 9353865 3814879 5856748 5538986 1770321 1352523 96484 96484 27551 27551 8478320 7970886 228239 326076 741410 4166999 4103775 9080 16330 5145728 4446181 X 1427835 1785961 1904757 1738744 3332592 3524705 8478320 7970886 532981 -340868 0 X 0 1 X 1 1 1 X 4036605 3312414 3517882 3533717 4083212 18483830 4036605 3312414 3517882 3533717 4083212 18483830 103406 18380424 179340 115237 36233 53143 76695 460648 354 25877 14538 40769 18985247 5894440 0.96810 0.96110 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1795667 27823 -248207 58000 18336 1498947 1362856 81214 367578 15981 1795667 1529806 45000 51749 250000 13699 1362856 1569837 15000 110037 165000 68 1529806 1572819 12027 83922 98931 1569837 0.00000 1.00000 0.00000 0 0 1100000 1100000 6747933 2431894 4316039 1505932 1382985 122947 5538986 SECURITY DEPOSITS 16330 16330 X 5723180 -340868 423054 263279 345465 5377715 18336 18336 5396051 5531067 423054 263279 686333 4844734 18336 18336 4863070 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, 2022, 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 263,279. FINANCIAL STATEMENTS AND NETTED AGAINST REVENUE ON FORM 990, PART VIII, LINE 6. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENT EXPENSE REPORTED AS AN EXPENSE ON THE AUDITED 263,279. FINANCIAL STATEMENTS AND NETTED AGAINST REVENUE ON FORM 990, PART VIII, LINE 6. X X X 0 0 0 0 0 0 0 1 0 SHANE ROCK CHIEF EXECUTIVE OFFICER 178158 0 2000 0 0 0 0 0 10605 0 190763 0 0 0 PART I, LINE 7 BONUS COMPENSATION IS REPORTED IN PART II, COLUMN (B)(II). 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 MARCH 2022. 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).