2022-03-01T15:06:21-06:00 2021-06-30 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2020-07-01 520983740 JEWISH COUNCIL FOR THE AGING OF GREATER WASHINGTON INC JEWI 3012554200 12320 PARKLAWN DRIVE ROCKVILLE MD 20852 SHANE ROCK CHIEF EXECUTIVE OFFICER 3012554200 2022-03-01 1 SHANE ROCK 999009999 RICHARD J LOCASTRO CPA P00288314 3019519090 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z SHANE ROCK 12320 PARKLAWN DRIVE ROCKVILLE MD 20852 4612787 0 X WWW.ACCESSJCA.ORG X 1973 MD SEE PART III, LINE 1. 26 26 143 1020 280949 0 3517882 3533717 1838851 891946 73033 94492 -224909 -225496 5204857 4294659 0 0 0 0 3800976 3165835 0 0 283719 1746943 1513767 5547919 4679602 -343062 -384943 8395190 8478320 4955641 5145728 3439549 3332592 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 1388077 355321 TRANSPORTATION & MOBILITY MANAGEMENT: OUR TRANSPORTATION PROGRAMS OPEN DOORS TO A WORLD OTHERWISE BEYOND REACH FOR SENIORS AND ADULTS WITH DISABILITIES. OUR WHEELCHAIR-ACCESSIBLE ELDERBUSES ADAPTED THEIR ROUTES TO BRING HEALTHY MEALS DIRECTLY TO SENIORS WHO NORMALLY WOULD HAVE EATEN THEM AT THE VARIOUS MONTGOMERY COUNTY SENIOR CENTERS. THE BUSES MADE 5,675 TRIPS TO ENSURE THAT DELIVERY OF THOSE MEALS. OUR TOBYTOWN RIDE ON BUS MAINTAINED ITS ROUTE, TRAVELING 81,000 MILES. CONNECT-A-RIDE MOBILITY SPECIALISTS ASSISTED MORE THAN 1,250 CALLERS AND PRESENTED TRANSPORTATION OPTIONS VIA WEBINAR TO ABOUT 140 PARTICIPANTS. IN THE SPRING, OUR STAFF PARTNERED WITH MONTGOMERY COUNTY ON A SPECIAL VACCINATION TRANSPORTATION PROGRAM; OVERALL THEY ENSURED THAT MORE THAN 200 SENIORS MADE IT TO THEIR COVID-19 VACCINATION APPOINTMENTS. THE VOLUNTEER DRIVING NETWORK OF GREATER D.C. SERVES MONTGOMERY AND PRINCE GEORGE'S COUNTIES, MD. ITS JCA VILLAGE RIDES COMPONENT HELPED 200 SENIORS AND ADULTS WITH DISABILITIES TO GET 2,147 ONE-WAY RIDES FROM 100 VOLUNTEER DRIVERS THROUGH A NETWORK OF 16 COMMUNITY ORGANIZATIONS. ACROSS THE RIVER, THE POZEZ JEWISH COMMUNITY CENTER OF NORTHERN VIRGINIA, OUR PROGRAM PARTNER, WORKED WITH 16 VOLUNTEER TRANSPORTATION PROGRAMS TO HELP 400 PASSENGERS OBTAIN 13,651 RIDES. ESCORTED TRANSPORTATION PROVIDED 350 RIDES TO 77 FRAIL OR ILL PROGRAM ENROLLEES WHO NEEDED DOOR-THROUGH-DOOR-SUPPORT. ABOUT 10% OF THOSE RIDES ENABLED SENIORS TO BECOME VACCINATED. 1052936 6915 SENIOR EMPLOYMENT: WE HELP OLDER ADULTS FIND AND KEEP JOBS.OUR SENIOR COMMUNITY SERVICE EMPLOYMENT PROGRAM PROVIDED 47,000 COMMUNITY SERVICE HOURS THROUGH THE WORK OF 61 PAID, ON-THE-JOB TRAINEES WHO WERE AGE 55+ AND AT OR BELOW 125 PERCENT OF THE FEDERAL POVERTY LEVEL. DURING THE GLOBAL PANDEMIC, SCSEP PARTICIPANTS TOOK 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 99 MID-LIFE AND OLDER JOB SEEKERS. FOUR OF THE SESSIONS WERE IN JCA'S ROCKVILLE OFFICE AND, ONCE COVID-19 ARRIVED IN THE AREA, WE HELD TWO ON LINE.JCA PRODUCED NINE, VIRTUAL 50+ EMPLOYMENT EXPOS IN NORTHERN VIRGINIA AND MONTGOMERY COUNTY WITH 1,642 JOB SEEKERS PARTICIPATING IN ONE OR MORE EXPOS. EMPLOYERS RECOGNIZED THE VALUE OF THE EXPOS FOR REACHING PROSPECTIVE EMPLOYEES WITH 78 EMPLOYERS ATTENDING AND PRESENTING AT THE EXPOS. 419715 2340 INFORMATION, EDUCATION & OUTREACH: OUR INFORMATION AND REFERRAL PROGRAMS ARE AS CLOSE AS A TELEPHONE CALL, AS NEAR AS ONE'S HEART.THE VOLUNTEERS AND STAFF OF THE ROSE BENTE' LEE SENIOR HELPLINE AND STEVEN M. REICH HOME CARE RESOURCE CENTER PROVIDED 320 CALLERS WITH REFERRALS FOR HOUSING, CARE GIVING, SOCIAL PROGRAMS, MEDICAL EQUIPMENT AND MORE. OFTEN, DURING THE GLOBAL PANDEMIC, OUR HELPLINE WAS THE COMFORTING VOICE DURING SCARY, LONELY TIMES AND AN ESSENTIAL GUIDE TO FOOD PROGRAMS.THE HELPLINE ALSO BECAME THE CENTRAL DESTINATION FOR SENIORS SEEKING TO ENROLL IN SEVERAL MEAL PROGRAMS. EVEN OUR CLIENTS WHO RELY ON OUR DOOR-THROUGH-DOOR ESCORTED TRANSPORTATION SERVICE TO GET TO DOCTOR AND OTHER APPOINTMENTS BENEFITED FROM JCA WELLNESS CALLS DESIGNED TO MINIMIZE THEIR ISOLATION. SHIP, THE JCA STATE HEALTH INSURANCE ASSISTANCE PROGRAM OF MONTGOMERY COUNTY, ANSWERED 1,833 CALLS AND SPENT 2,678 HOURS COUNSELING PEOPLE ON MEDICARE OPTIONS. OUR TWO STAFF MEMBERS AND VOLUNTEERS HELPED 354 CLIENTS SAVE A TOTAL OF $235,732 THROUGH FREE PRESCRIPTION DRUG ANALYSES. OUR STATE HEALTH INSURANCE ASSISTANCE PROGRAM VOLUNTEERS TRANSFORMED THEIR IN-PERSON MEDICARE PRESENTATIONS INTO WEBINARS AND SENIOR HELPLINE STAFF CONTINUED TO HANDLE CALLS, ALTHOUGH FROM THEIR HOME OFFICES. OUR FIVE NEW SENIOR RESOURCES GUIDES ON CHALLENGES OF COMMUNICATION, EXERCISE AND TRAVEL, AND OTHER 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. 217250 42325 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 70 MEN AND WOMEN. WHEN ALL THREE CLUBS SHUTTERED DUE TO THE GLOBAL PANDEMIC, KC MEMBERS BEGAN ENJOYING WEEKLY YOUTUBE VIDEOS FEATURING THE KC STAFF THEY KNEW AND THE PROGRAMS THEY MISSED. THEY ALSO RECEIVED PHONE CALLS, USUALLY ONCE OR TWICE A WEEK, FROM VOLUNTEERS WITH THE SIXTH & I SYNAGOGUE IN D.C. AND FROM JCA ITSELF INCLUDING MANY OF OUR COMPASSIONATE STAFF WHO HAD NEVER BEFORE VOLUNTEERED WITH THAT PROGRAM OR KNEW ITS MEMBERS. THEY SHARED BOOKS, CURRENT EVENTS AND DESCRIPTIONS OF NATURE AS THEY MADE NEW FRIENDS. EVERYONE BECAME JUST A LITTLE LESS LONELY. 278115 INTERGENERATIONAL PROGRAMS: OUR INTERGENERATIONAL PROGRAMS BUILD BRIDGES ACROSS GENERATIONS WHILE HELPING CHILDREN SUCCEED IN SCHOOL AND LIFE.THE PANDEMIC TRULY REARRANGED EVERYTHING AT THE JCA'S HEYMAN INTERAGES CENTER. WITH MONTGOMERY COUNTY PUBLIC SCHOOLS CLOSED TO IN-PERSON CLASSES, OUR STAFF AND VOLUNTEERS RETOOLED AND CONDUCTED 10 VIRTUAL SCHOOL PROJECTS THAT SERVED 475 STUDENTS AND 328 SENIORS. INTERAGES CONTINUED ITS PEN PAL PROGRAM WITH 100 STUDENTS SENDING ART CARDS AND LETTERS TO ISOLATED SENIORS. JCA SHOWED UP IN VIRTUAL MONTGOMERY COUNTY PUBLIC SCHOOL CLASSROOMS TO TUTOR, LEAD ONLINE BOOK DISCUSSION GROUPS AND PARTICIPATE IN DIALOGUES WITH HIGH SCHOOL STUDENTS ABOUT CURRENT EVENTS. YOUTH VOLUNTEERS ALSO CREATED A FASCINATING SERIES OF INTERVIEWS BY STUDENTS OF ACCOMPLISHED OLDER ADULTS IN OUR AREA. IN NOVEMBER OF 2020, INTERAGES LAUNCHED A PILOT PROGRAM. SENIORS PROVIDED ONE-ON-ONE TUTORING THROUGH THRIVING GERMANTOWN; A COMMUNITY-BASED ORGANIZATION DESIGNED TO REDUCE THE IMPACT OF POVERTY ON FAMILIES. SEVENTEEN VOLUNTEERS INTERACTED WITH 21 STUDENTS FOR A TOTAL OF 1,154 HOURS. 495365 42325 3356093 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 1 0 0 0 0 0 0 0 0 1 14 0 1 143 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 26 26 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MD NY VA X X TIM LARKIN 3012554224 12320 PARKLAWN DRIVE ROCKVILLE MD 20852 HOWARD GLECKMAN PRESIDENT 6.00 X X 0 0 0 JEFFREY LIPSON 1ST VICE PRESIDENT 4.00 X X 0 0 0 MARION KRISTAL GOLDBERG 3RD VICE PRESIDENT 4.00 X X 0 0 0 RONNA BORENSTEN-LEVY SECRETARY 6.00 X X 0 0 0 NANCY FIEDELMAN ASSISTANT SECRETARY 4.00 X X 0 0 0 SCOT FARRELL TREASURER 4.00 X X 0 0 0 DONALD SILVERSTEIN ASSISTANT TREASURER 4.00 X X 0 0 0 DEBRA LIVERPOOL PARLIAMENTARIAN 4.00 X X 0 0 0 NORMAN GOLDSTEIN IMMEDIATE PAST PRESIDENT 4.00 X 0 0 0 VIVIEN HSUEH MEMBER-AT-LARGE 4.00 X 0 0 0 THOMAS WEST MEMBER-AT-LARGE 4.00 X 0 0 0 MARC BERMAN BOARD MEMBER 4.00 X 0 0 0 PHYLLIS COBURN BOARD MEMBER 4.00 X 0 0 0 RICHARD GALEN BOARD MEMBER 4.00 X 0 0 0 JAY GOLDMAN BOARD MEMBER 4.00 X 0 0 0 JUDIT ILLES BOARD MEMBER 4.00 X 0 0 0 DEBORAH KORTH BOARD MEMBER 4.00 X 0 0 0 IRA BARTFIELD BOARD MEMBER 4.00 X 0 0 0 DARRYL HILL BOARD MEMBER 4.00 X 0 0 0 DANIEL HODIN 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 BARBARA ETKIND BOARD MEMBER 4.00 X 0 0 0 LYNN FRISS FEINBERG BOARD MEMBER 4.00 X 0 0 0 RONALD PAUL BOARD MEMBER 4.00 X 0 0 0 GREGORY WIMS BOARD MEMBER 4.00 X 0 0 0 DAVID GAMSE CEO (UNTIL 12/31/20) 50.00 X 196887 0 20021 KEVIN FELTZ SR. DIR. FIN. & OPS. (UNTIL 5/5/21) 50.00 X 123231 0 7071 MARILYN MICKI GORDON AST.CEO & SR.DIR.DEV.(UNTIL 2/1/21) 50.00 X 111367 0 4588 SHANE ROCK CEO (FROM 1/1/2021) 50.00 X 0 0 0 431485 0 31680 3 0 1 0 0 11990 2362662 1159065 28427 3533717 SERVICE & ATTENDANCE 900099 883441 398396 485045 REGISTRATION 900099 8505 8505 891946 53143 53143 37551 263047 -225496 -225496 -204096 -21400 91630 4800 55081 0 36549 4800 41349 41349 4294659 406901 280949 73092 432719 188084 170383 74252 2305083 1903152 285527 116404 43817 35886 6205 1726 186080 131456 35830 18794 198136 151850 32599 13687 3583 3014 393 176 40839 40839 15980 15980 82485 60442 11579 10464 57396 49605 769 7022 152058 59550 84499 8009 59187 43370 8309 7508 100582 34200 63703 2679 1533 653 691 189 69 69 149605 58590 83136 7879 299849 157970 139128 2751 108286 92901 13271 2114 PARTICIPANT COSTS 249842 238182 9134 2526 GAS, OIL, & REPAIRS 97414 97414 EMPLOYEE & VOLUNTEER 26131 11579 11572 2980 PAYROLL PROCESSING FEES 25447 18647 3572 3228 43481 19548 22602 1331 4679602 3356093 1039790 283719 177569 187734 41214 27435 402602 465279 76942 1510 61150 45258 9416203 3559455 6186674 5856748 1325005 1770321 96484 96484 27550 27551 8395190 8478320 281754 228239 83876 741410 4522419 4166999 67592 9080 4955641 5145728 X 1951388 1427835 1488161 1904757 3439549 3332592 8395190 8478320 -384943 277986 0 X 0 1 X 1 1 1 X 3462313 4036605 3312414 3517882 3533717 17862931 3462313 4036605 3312414 3517882 3533717 17862931 113746 17749185 178981 179340 115237 36233 53143 562934 1623 354 25877 14538 42392 18468257 6989274 0.96110 0.95450 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1362856 81214 367578 15981 1795667 1529806 45000 51749 250000 13699 1362856 1569837 15000 110037 165000 68 1529806 1572819 12027 83922 98931 1569837 1822488 17495 173287 440450 1572820 0.00000 0.93830 0.06170 0 0 1100000 1100000 6747933 2211626 4536307 1568270 1347829 220441 5856748 SECURITY DEPOSITS 9080 9080 X 5304429 277986 484717 263047 1025750 4278679 15980 15980 4294659 5411386 484717 263047 747764 4663622 15980 15980 4679602 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, 2021, 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 263,047. 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 263,047. FINANCIAL STATEMENTS AND NETTED AGAINST REVENUE ON FORM 990, PART VIII, LINE 6. X X X X 0 0 0 0 0 0 0 0 0 DAVID GAMSE CEO (UNTIL 12/31/20) 196887 0 0 0 0 0 6070 0 13951 0 216908 0 0 0 X 11 28427 FMV 0 0 0 0 PART I, COLUMN (B): THE AMOUNT IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS. 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 2021. 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).