2023-05-15T14:02:26-05:00 2022-06-30 410746749 CLIFTONLARSONALLEN LLP 4334 MUNSON STREET SUITE 200 CANTON OH 44718 990 2021-07-01 251720606 JEWISH ASSOCIATION ON AGING JEWI 4124204000 200 JHF DRIVE PITTSBURGH PA 15217 MARY ANNE FOLEY CEO 4124204000 2023-05-15 1 MARY ANNE FOLEY 999009999 JENNIFER COLEMAN P00743188 3304972000 2023-05-15 3 AAL1 IAL1 2021 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 14874940 0 X WWW.JAAPGH.ORG X 1993 PA HONOR/ENHANCE THE ELDERLY BY A CONTINUUM OF QUALITY CARE CONSISTENT WITH JEWISH VALUES/TRADITIONS. 32 31 188 100 0 0 6902558 3960143 10110136 10562122 3197534 194740 1760982 157935 21971210 14874940 0 0 0 0 8832535 8944832 66125 0 274027 5339470 4776840 14238130 13721672 7733080 1153268 26438100 23509840 4572131 1982594 21865969 21527246 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 9853804 10720057 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. 9853804 1 1 0 1 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 49 0 188 1 0 0 0 0 0 0 0 0 0 0 0 0 X 32 31 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 DEBORAH WINN-HORVITZ PRESIDENT & CEO - LEFT APRIL 2022 20.00 20.00 X X 382741 0 37614 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 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 ESQ DIRECTOR 1.00 1.00 X 0 0 0 TED GOLDBERG DIRECTOR 1.00 1.00 X 0 0 0 WILLIAM GOLDFARB DIRECTOR 1.00 1.00 X 0 0 0 SUE BERMAN KRESS DIRECTOR 1.00 1.00 X 0 0 0 PHILIP LEHMAN PHD 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 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, PRESIDENT AND CEO 20.00 20.00 X 220393 0 19618 JON SUKERNEK CHIEF FINANCIAL OFFICER 20.00 20.00 X 198460 0 29760 PATRICK CARR INFORMATION TECHNOLOGY DIR 40.00 0.00 X 105983 0 13552 ESTHER REUT PHYSICAL THERAPIST 40.00 0.00 X 113081 0 23699 SCOTT ROSEN ASSISTANT DIRECTOR REHABIL 40.00 0.00 X 119701 0 11805 1140359 0 136048 6 0 1 0 ARRC ONE LLC PO BOX 823473 PHILADELPHIA PA 191823473 STAFFING 340924 FOX REHABILITATION PO BOX 780409 PHILADELPHIA PA 191780409 THERAPY 329010 REINHART FOOD SERVICE LLC 226 EAST VIEW DRIVE MOUNT PLEASANT PA 15666 FOOD 315346 GARDAWORLD SECURITY SERVICES PO BOX 843886 KANSAS CITY MO 641843886 SECURITY 239755 SAMPO DISTRIBUTIORS INC 400 BELL AVENUE MCKEES ROCKS PA 15736 FOOD 223830 18 162349 2737211 1060583 3960143 RESIDENT/CARE GIVING SERVICES 623000 10562122 10562122 10562122 194740 194740 MISCELLANEOUS OPERATING REVENUE 900099 157935 157935 157935 14874940 10720057 0 194740 888586 345100 438397 105089 6406595 5041855 1277902 86838 244289 201659 39378 3252 859944 666128 170506 23310 545418 410616 118335 16467 171791 171791 11025 11025 1541 1541 1090494 385431 701461 3602 93566 38666 51950 2950 154743 148300 6431 12 491466 203099 272873 15494 414906 289974 118896 6036 61825 25549 34327 1949 50082 20696 27807 1579 2745 2745 459251 459251 26351 10889 14631 831 BAD DEBT 1108072 1108072 FOOD & OTHER DIETARY EX 256895 246199 10676 20 BANK FEES 89427 36956 49652 2819 PHARMACY & MEDICAL EXPE 88678 84986 3685 7 203982 130378 69832 3772 13721672 9853804 3593841 274027 3647509 3207557 486877 379775 3294298 2043715 213892 225494 16178783 9864307 6657358 6314476 4297851 4024066 7840315 7314757 26438100 23509840 1595411 1447509 104174 102010 2389062 389062 483484 44013 4572131 1982594 X 17335915 17332988 4530054 4194258 21865969 21527246 26438100 23509840 X 1153268 -588750 -903241 X 0 1 X 1 0 X 2371066 2067643 2234086 6902559 3960143 17535497 14261012 14735794 12216117 10322035 10720057 62255015 16632078 16803437 14450203 17224594 14680200 79790512 276603 194155 150316 133138 154700 908912 0 276603 194155 150316 133138 154700 908912 78881600 208824 284922 161987 70034 194740 920507 208824 284922 161987 70034 194740 920507 74294 74294 51818 1549083 1600901 16892720 17162653 14612190 18843711 14874940 82386214 0.95750 0.95540 0.01120 0.01040 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: EMPLOYEE RETENTION TAX CREDIT - 2020 AMOUNT: $ 1,549,083. TRUST INCOME - 2017 AMOUNT: $ 51,818. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 1541 1541 0 PART II-B, LINE 1: THE LEADING AGE PA POLITICAL ACTION COMMITTEE 3297908 15000 -377911 78716 17206 2974075 2446971 270080 660446 65192 14397 3297908 2220583 256212 47001 64417 12408 2446971 1784446 385200 122167 60704 10526 2220583 1583508 150000 120524 59545 10041 1784446 0.25200 0.67700 0.07100 1 0 1893588 1893588 9150794 5751814 3398980 1069947 588132 481815 2027384 1777233 250151 2037070 1747128 289942 6314476 ASSETS WHOSE USE IS LIMITED 4019398 C OTHER INVESTMENTS 1201 C RESIDENT TRUST FUNDS 3467 C 4024066 DUE FROM AFFILIATE 7314757 7314757 RESIDENT TRUST FUNDS 3467 OTHER NON-CURRENT LIABILITIES 40546 44013 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, 2022 AND 2021. X X X 0 1 0 0 0 0 0 0 0 DEBORAH WINN-HORVITZ PRESIDENT & CEO - LEFT APRIL 2022 357741 0 25000 0 0 0 22253 0 15361 0 420355 0 0 0 MARY ANNE FOLEY CHIEF OPERATING OFFICER, PRESIDENT A 205393 0 15000 0 0 0 12601 0 7017 0 240011 0 0 0 JON SUKERNEK CHIEF FINANCIAL OFFICER 193460 0 5000 0 0 0 12846 0 16914 0 228220 0 0 0 PART I, LINE 4B DEBORAH WINN-HORVITZ RECEIVES A 457 CONTRIBUTION ANNUALLY. THE AMOUNT RECEIVED FOR CALENDAR YEAR 2020 WAS $6,365. NORTHEAST MEDICAL ASSOCIATES ENTITY MORE THAN 35% OWNED BY MITCHELL PAKLER BOARD MEMBER 63038 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 XI, LINE 9: TRANSFER OF NET ASSETS FROM AFFILIATES -903,241. 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 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0