2023-05-15T14:06:08-05:00 2022-06-30 221478099 COHNREZNICK LLP 7501 WISCONSIN AVENUE SUITE 400E BETHESDA MD 20814 990 2021-07-01 530196598 JEWISH SOCIAL SERVICE AGENCY JEWI 3018162602 200 WOOD HILL ROAD ROCKVILLE MD 20850 CAROLINE APPLEBY CFO 3018162602 2023-05-15 1 CAROLINE APPLEBY 999009999 DANIEL O'SHEA P00957510 3016529100 2023-05-15 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z TODD SCHENK 200 WOOD HILL ROAD ROCKVILLE MD 20850 41480616 0 X WWW.JSSA.ORG X 1933 DC JSSA EMPOWERS INDIVIDUALS AND FAMILIES TO ACHIEVE WELL-BEING ACROSS THEIR LIFESPAN. 24 24 350 1110 0 0 17560147 17219645 18257216 17939814 4097711 3179600 111944 0 40027018 38339059 654159 638062 0 0 21662407 21980580 0 0 1260421 12979835 12993133 35296401 35611775 4730617 2727284 78004250 68668191 8823053 6541463 69181197 62126728 X SEE SCHEDULE O 0 0 12346315 13469266 SEE SCHEDULE O 7791966 226618 537359 SEE SCHEDULE O 7958913 263308 2866168 SEE SCHEDULE O 335041 148136 51343 OTHER HOMECARE 425643 OTHER 1446162 1015678 SPECIALIZED EMPLOYMENT 2206846 148136 1067021 30304040 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 1 72 0 1 350 0 0 0 0 0 0 0 0 0 0 0 X 24 24 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 DC MD CA FL NY VA X X CAROLINE APPLEBY 3018162602 200 WOOD HILL ROAD ROCKVILLE MD 20850 CANDICE G KAPLAN PRESIDENT 2.00 1.00 X X 0 0 0 ROBIN THOMASHAUER VICE PRESIDENT 2.00 1.00 X X 0 0 0 RUTH RUSKIN VICE PRESIDENT 2.00 1.00 X X 0 0 0 GRANT B OTTENSTEIN SECRETARY 2.00 1.00 X X 0 0 0 MICHAEL MAEL TREASURER 2.00 1.00 X X 0 0 0 RHONDA BRANDES BOARD MEMBER 1.00 X 0 0 0 RITA CORWIN BOARD MEMBER 1.00 X 0 0 0 YVONNE SCHLAFSTEIN DISTENFELD BOARD MEMBER 1.00 X 0 0 0 DAVID FLYER BOARD MEMBER 1.00 X 0 0 0 CHARLES WILLIAM FRICK BOARD MEMBER 1.00 X 0 0 0 PATRICIA GOLDMAN BOARD MEMBER 1.00 X 0 0 0 SCOTT GREEN BOARD MEMBER 1.00 X 0 0 0 JONATHAN HARRIS BOARD MEMBER 1.00 X 0 0 0 ROBERTA HOCHBERG BOARD MEMBER 1.00 X 0 0 0 HAROLD KRAUTHAMER BOARD MEMBER 1.00 X 0 0 0 CAPT SOLOMON LEVY BOARD MEMBER 1.00 X 0 0 0 SUZANNE LEVY BOARD MEMBER 1.00 X 0 0 0 ESTHER NEWMAN BOARD MEMBER 1.00 X 0 0 0 MARCIA NUSGART BOARD MEMBER 1.00 X 0 0 0 SUSAN PLOTNICK BOARD MEMBER 1.00 X 0 0 0 JOSEPH ROSENBERG BOARD MEMBER 1.00 X 0 0 0 PATRICIA SILVER BOARD MEMBER 1.00 X 0 0 0 JEFF YENTIS BOARD MEMBER 1.00 X 0 0 0 JEFFREY KRAUTHAMER BOARD MEMBER 1.00 X 0 0 0 CAROLINE APPLEBY CFO 36.50 1.00 X 196967 0 23395 KYLIE MCCLEAF COO 36.50 1.00 X 231683 0 24070 TODD SCHENK CHIEF EXECUTIVE OFFICER 36.50 1.00 X 414662 0 7227 DEBORAH PEEPLES CHIEF DEVELOPMENT OFFICER 37.50 X 191231 0 12686 JENNIFER RIPKIN CHIEF HUMAN RESOURCES OFFI 37.50 X 180754 0 19064 AMY SCHIFFMAN CHIEF MEDICAL OFFICER 37.50 X 318165 0 7424 ADE ADELAKUN PSYCHIATRIST 37.50 X 219142 0 462 VALENCIA CLAY ASSOCIATE MEDICAL DIRECTOR 37.50 X 177759 0 14750 1930363 0 109078 30 0 1 0 CIRCLE OF FRIENDS LLC 17830 NEW HAMPSHIRE AVENUE SUITE 3 ASHTON MD 20861 HOME HEALTH CARE SERVICES 712266 DME EXPRESS LLC 4500 SOUTH GARNETT ROAD SUITE 230 TULSA OK 74146 DURABLE EQUIPMENT 590009 S AND S PROPERTIES 25 HOOKS LANE SUITE 200 BALTIMORE MD 21208 HOME HEALTH CARE SERVICES 363073 HOME LINK CARE LLC 2110 GALLOWS RD SUITE C1 VIENNA VA 22182 HOME HEALTH CARE SERVICES 354815 HUBBARD RADIO WASHINGTON DC LLC PO BOX 645431 CINCINNATI OH 452645431 ADVERTISING 187140 7 8418715 8800930 186335 17219645 PATIENT SERVICES 621610 17926074 17926074 TRAINING INSTITUTE FEES 900099 13740 13740 17939814 2188774 2188774 4132383 3141557 990826 990826 990826 38339059 17939814 0 3179600 X 34136 34136 603926 603926 901173 767184 98220 35769 17865932 15226652 1928182 711098 297650 216099 68565 12986 1581641 1355952 167278 58411 1334184 1155583 127670 50931 69856 14215 55641 91739 91739 7077970 6156363 741464 180143 357083 191571 165219 293 432402 296886 61925 73591 667257 507689 86064 73504 562540 510434 45859 6247 167062 165354 1666 42 37414 8932 25641 2841 65721 3306 62415 872045 716598 131273 24174 184632 160240 19973 4419 MEDICAL EQUIP. & SUPPLI 1680905 1680905 PROGRAM EXPENSES 298601 298601 OTHER EXPENSES 247153 136503 103393 7257 DUES, LICENSES & OTHER 141000 57672 64613 18715 39753 39239 514 35611775 30304040 4047314 1260421 1774155 1906949 1761412 1366308 3930341 1730487 2201489 2584908 289671 282295 20794214 7881027 13541363 12913187 48266419 37782796 5174321 9317375 1065079 783886 78004250 68668191 2328053 1832264 241839 343169 5403228 3599350 849933 766680 8823053 6541463 X 30533781 27319537 38647416 34807191 69181197 62126728 78004250 68668191 2727284 -9781753 0 X 0 1 X 1 0 X 13208397 11817038 12337034 17560147 17219645 72142261 13208397 11817038 12337034 17560147 17219645 72142261 431528 71710733 945556 836776 889695 1420538 2188774 6281339 78423600 83483282 0.91440 0.93140 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 53629875 3492664 -6654499 2489147 47978893 41589607 925986 13475504 2361222 53629875 41728298 1028196 1250797 2417684 41589607 41599922 507298 2109508 2488430 41728298 38469101 2057240 3060433 1986852 41599922 0.29000 0.71000 0 0 2512911 2512911 9523710 3003925 6519785 4426845 1406374 3020471 2131758 1779434 352324 2198990 1691294 507696 12913187 ACL ALTERNATIVE FUND 3228270 F BLACKSTONE ALTERNATIVE FUND 3061034 F PARTNERS GROUP 1933261 F IRONWOOD 1094810 F 9317375 DEFERRED COMP PLAN LIABILITY 766680 766680 X 32109744 -9781753 47225 3596952 -6137576 38247320 91739 91739 38339059 39415070 47225 3847809 3895034 35520036 91739 91739 35611775 PART V, LINE 4: JSSA'S ENDOWMENTS WERE ESTABLISHED TO SUPPORT A VARIETY OF PROGRAMS AND CONSIST OF 14 DONOR-RESTRICTED ENDOWMENT FUNDS AND A BOARD-DESIGNATED ENDOWMENT FUND. PART X, LINE 2: JSSA BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND, AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE CONSOLIDATED FINANCIAL STATEMENTS. JSSA RECOGNIZES PENALTIES AND INTEREST RELATED TO INCOME TAXES ON UNCERTAIN TAX POSITIONS IN ACCOUNTS PAYABLE, ACCRUED EXPENSES AND OTHER LIABILITIES ON THE CONSOLIDATED STATEMENTS OF FINANCIAL POSITION AND MANAGEMENT AND ADMINISTRATIVE EXPENSES ON THE CONSOLIDATED STATEMENTS OF ACTIVITIES AND CHANGE IN NET ASSETS. JSSA DID NOT HAVE ANY UNRELATED BUSINESS INCOME FOR THE YEAR ENDED JUNE 30, 2022. TAX YEARS PRIOR TO 2019 FOR JSSA ARE NO LONGER SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE OR THE STATE TAX JURISDICTIONS OF MARYLAND, VIRGINIA AND THE DISTRICT OF COLUMBIA. PART XI, LINE 2D - OTHER ADJUSTMENTS: NET REVENUE OF AFFILIATE INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS 3,631,088. REVENUE FROM JSSA ELIMINATED ON CONSOLIDATED FINANCIAL STATEMENTS -34,136. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES OF AFFILIATE INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS 3,881,945. EXPENSES PAID TO AFFILIATE - ELIMINATED ON CONSOLIDATED FINANCIAL STATEMENTS -34,136. 1 PREMIER HOMECARE INC 6123 MONTROSE ROAD ROCKVILLE MD 20852 522224485 501(C)(3) 34136 0 HOME-BASED CARE 1 0 SCHOLARSHIPS 27 119600 SPECIAL NEED CLIENTS-PAID SERVICES OR PRODUCTS 73 257708 FINANCIAL ASSISTANCE 446 226618 PART I, LINE 2: THE ORGANIZATION HAS A FORMAL APPLICATION PROCESS FOR FINANCIAL ASSISTANCE. RECORDS OF WHO RECEIVES ASSISTANCE ARE MAINTAINED WITHIN THE ORGANIZATION'S CLIENT RECORDS. X 1 1 X X X X X 0 1 0 0 0 0 0 0 0 TODD SCHENK CHIEF EXECUTIVE OFFICER 392591 0 0 0 22071 0 6163 0 1064 0 421889 0 0 0 AMY SCHIFFMAN CHIEF MEDICAL OFFICER 305999 0 0 0 12166 0 5635 0 1789 0 325589 0 0 0 KYLIE MCCLEAF COO 224672 0 0 0 7011 0 4692 0 19378 0 255753 0 0 0 CAROLINE APPLEBY CFO 188809 0 0 0 8158 0 3975 0 19420 0 220362 0 0 0 ADE ADELAKUN PSYCHIATRIST 217525 0 0 0 1617 0 0 0 462 0 219604 0 0 0 DEBORAH PEEPLES CHIEF DEVELOPMENT OFFICER 163829 0 0 0 27402 0 3751 0 8935 0 203917 0 0 0 JENNIFER RIPKIN CHIEF HUMAN RESOURCES OFFI 176785 0 0 0 3969 0 3617 0 15447 0 199818 0 0 0 VALENCIA CLAY ASSOCIATE MEDICAL DIRECTOR 175885 0 0 0 1874 0 3641 0 11109 0 192509 0 0 0 PART I, LINE 1A CERTAIN EMPLOYEES HAVE A MODEST DISCRETIONARY ACCOUNT. THESE AMOUNTS ARE INCLUDED IN COMPENSATION FOR THESE EMPLOYEES. PART I, LINE 1B THE CEO AND THE DEPARTMENT SUPERVISOR REVIEWED THE EXPENSES INCURRED BY THE EMPLOYEE RECEIVING THE BENEFITS, AND THE EXECUTIVE COMMITTEE OF THE BOARD REVIEWED THE EXPENSES FOR THE CEO. PART I, LINE 4B THE ORGANIZATION MAINTAINS A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. NO AMOUNTS WERE CONTRIBUTED OR DISTRIBUTED IN 2021. X 6 15675 FMV X 21 170660 FMV 0 1 1 PART I, COLUMN (B): AMOUNT IN PART I, COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS. PART I, LINE 32B: AN AUCTION HOUSE PICKS UP CARS FROM THE DONOR AND SELLS AT AUCTION. THE DONOR IS NOTIFIED PRIOR TO THE AUCTION, AND THE AUCTION HOUSE FEE IS DEDUCTED FROM THE PROCEEDS FROM THE DONATED VEHICLE THAT ARE REMITTED TO THE FILING ORGANIZATION. FORM 990, PART III, LINE 1, ORGANIZATION'S MISSION: JSSA (JEWISH SOCIAL SERVICE AGENCY) HELPS CHILDREN, TEENS, ADULTS, AND SENIORS DEAL WITH LIFE'S EMOTIONAL, SOCIAL, AND PHYSICAL CHALLENGES BY PROMOTING HEALTH, WELL-BEING, AND RENEWAL. IN FY 2021, JSSA SERVED AND SUPPORTED 20,392 INDIVIDUALS OF EVERY FAITH, AND BACKGROUND ACROSS THE GREATER WASHINGTON, DC AREA, BY PROVIDING MENTAL HEALTH SERVICES, EMPLOYMENT SERVICES, AGING IN PLACE & HOLOCAUST SERVICE SUPPORT SERVICES, JSSA HOSPICE, AND PREMIER HOMECARE. FORM 990, PART III, LINE 4A, PROGRAM SERVICE ACCOMPLISHMENTS: HOSPICE AND END-OF-LIFE CARE SUPPORT SERVICE: JSSA'S HOSPICE SERVED 3,455 INDIVIDUALS AND THEIR FAMILIES FACING A LIFE-LIMITING ILLNESS. AN INTERDISCIPLINARY TEAM OF REGISTERED NURSES, HOSPICE PHYSICIANS, SOCIAL WORKERS, CHAPLAINS, HOSPICE AIDES, AND VOLUNTEERS PROVIDE COMPASSIONATE CARE. TRAINED VOLUNTEERS OFFER ADDITIONAL FAMILY SUPPORT. BEREAVEMENT SUPPORT IS PROVIDED FOR 13 MONTHS FOLLOWING A LOVED ONE'S LOSS. TRANSITIONS IS A FREE NON-MEDICAL SOCIAL SUPPORT PROGRAM TO HELP INDIVIDUALS AND THEIR FAMILIES UNDERSTAND COMMUNITY RESOURCES, CARE OPTIONS, AND CHOICES FOR THOSE LIVING WITH A LIFE-LIMITING ILLNESS. JSSA HOSPICE IS LICENSED BY THE STATE OF MARYLAND AND ACCREDITED BY COMMUNITY HEALTH ACCREDITATION PARTNERS, A LEADER IN-HOME CARE ACCREDITATION. FORM 990, PART III, LINE 4B, PROGRAM SERVICE ACCOMPLISHMENTS: AGING IN PLACE AND HOLOCAUST SURVIVOR SERVICES: JSSA'S SKILLED PROFESSIONALS AND TRAINED VOLUNTEERS HELP 4,140 SENIORS AND THEIR FAMILIES MAINTAIN THEIR WELL-BEING, SAFETY, AND INDEPENDENCE AND AVOID HOSPITALIZATIONS AND INSTITUTIONALIZATIONS. LICENSED, TRAINED CARE MANAGERS COORDINATE COMPREHENSIVE SERVICES, INCLUDING ESCORTED TRANSPORTATION, MEALS ON WHEELS, FRIENDLY VISITORS AND SOCIAL PROGRAMS, HOME CARE, AND MORE. COUNSELING/MENTAL HEALTH SERVICES ARE INSURANCE REIMBURSABLE. JSSA'S HOLOCAUST SURVIVOR PROGRAM SERVED 347 MEN AND WOMEN SURVIVORS LIVING INDEPENDENTLY IN THE COMMUNITY, AND SUPPORTED THEIR FAMILY MEMBERS TOGETHER WITH THE CONFERENCE ON JEWISH MATERIAL CLAIMS AGAINST GERMANY (CLAIMS CONFERENCE), JFNA, THE JEWISH FEDERATION OF GREATER WASHINGTON, AND THE GREATER JEWISH COMMUNITY. COMPREHENSIVE SERVICES ENSURE SURVIVORS LIVE SAFELY WITH DIGNITY, INDEPENDENCE, AND WELL-BEING. JSSA PROVIDES LIMITED URGENT NEEDS ASSISTANCE, CLAIMS FILING ASSISTANCE, CARE MANAGEMENT, HOMEMAKER AND PERSONAL ASSISTANCE, PRO BONO DENTAL, HEARING, AND EYE CARE PROGRAMS, KOSHER MEALS ON WHEELS, AND ESCORTED TRANSPORTATION TO MEDICAL APPOINTMENTS. FORM 990, PART III, LINE 4C, PROGRAM SERVICE ACCOMPLISHMENTS: COMPREHENSIVE MENTAL HEALTH SERVICES: JSSA'S LICENSED PROFESSIONAL AND COMPASSIONATE CLINICAL SOCIAL WORKERS, CARE MANAGERS, PSYCHOLOGISTS, AND PSYCHIATRISTS PROVIDE A WIDE ARRAY OF COUNSELING, SPECIALIZED PROGRAMS AND SERVICES FOR 12,166 SERVED AND SUPPORTED CHILDREN, ADOLESCENTS, ADULTS, COUPLES, AND PARENTS. INDIVIDUALIZED PROGRAMS ARE DEVELOPED AFTER AN ASSESSMENT THAT INCLUDES TREATMENT, INTERVENTION, AND SUPPORT SERVICES SPECIFIC TO EACH UNIQUE SITUATION. SERVICES INCLUDE COUNSELING, EARLY CHILDHOOD SERVICES, SUICIDE GRIEF SUPPORT, RELATIONSHIP COACHING, DIVORCE AND SEPARATION SERVICES. JSSA STRIVES TO PROVIDE THE BROADEST ACCESS FOR AFFORDABLE MENTAL HEALTH SERVICES BY PLACING THERAPISTS IN COMMUNITY SITES, INCLUDING PEDIATRICIAN AND GERIATRICIAN OFFICES, SCHOOLS, SENIOR HOUSING SITES, AND SYNAGOGUES. JSSA OFFERS LIFE AND SOCIAL SKILLS WORKSHOPS, GROUPS, AND CLUBS FOR INDIVIDUALS STRUGGLING WITH SOCIAL, EMOTIONAL, AND PHYSICAL CHALLENGES AND BEREAVEMENT SUPPORT GROUPS IN MARYLAND AND NORTHERN VIRGINIA. JSSA TRAINING INSTITUTE OFFERS CEU'S BY CONSULTATIONS AND EXPERT LEADERSHIP ON VARIOUS CLINICAL TOPICS FOR PROFESSIONALS THROUGH THE DC AREA. FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBERS SOLOMON LEVY AND SUZANNE LEVY HAVE A FAMILY RELATIONSHIP. BOARD MEMBERS HAROLD KRAUTHAMER AND JEFFREY KRAUTHAMER HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS REVIEWS FORM 990 BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED TO BOARD MEMBERS AT NEW BOARD MEMBER ORIENTATION AND AGAIN ANNUALLY. AN ACKNOWLEDGEMENT IS RECEIVED. SIMILARLY, THE ORGANIZATION ASKS OFFICERS AND KEY EMPLOYEES TO ACKNOWLEDGE THE CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE (A SUB-COMMITTEE OF THE BOARD) GATHERS COMPARATIVE DATA, PERFORMS COMPENSATION STUDIES AND APPROVES THE COMPENSATION. NONE OF THESE COMPENSATED EMPLOYEES ARE ON THE BOARD OR COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION'S CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE ON THEIR WEBSITE AND ARE ALSO MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 785,781. MANAGEMENT AND GENERAL EXPENSES 439,160. FUNDRAISING EXPENSES 174,077. TOTAL EXPENSES 1,399,018. PENSION SERVICE FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 8,203. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,203. PAYROLL FEES: PROGRAM SERVICE EXPENSES 103,152. MANAGEMENT AND GENERAL EXPENSES 13,330. FUNDRAISING EXPENSES 3,220. TOTAL EXPENSES 119,702. CUSTODIAL: PROGRAM SERVICE EXPENSES 115,243. MANAGEMENT AND GENERAL EXPENSES 20,508. FUNDRAISING EXPENSES 2,846. TOTAL EXPENSES 138,597. INTERPRETER: PROGRAM SERVICE EXPENSES 2,986. MANAGEMENT AND GENERAL EXPENSES 1,020. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,006. TEMPORARY STAFF: PROGRAM SERVICE EXPENSES 14,655. MANAGEMENT AND GENERAL EXPENSES 259,243. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 273,898. MEDICAL PROVIDERS: PROGRAM SERVICE EXPENSES 5,134,546. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,134,546. ROUTE 28 ASSOCIATES 6123 MONTROSE ROAD ROCKVILLE MD 20852 300320365 HOLD PROPERTY MD 0 2512911 JSSA PREMIER HOMECARE INC 6123 MONTROSE ROAD ROCKVILLE MD 20852 522224485 HOMECARE MD 501(C)(3) LINE 10 JSSA 1 0 1 0 0 0 0 0 0 0 1 0 1 1 1 1 1 1 1 1