2021-05-10T12:53:54-05:00 2020-06-30 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2019-07-01 520983740 JEWISH COUNCIL FOR THE AGING OF GREATER WASHINGTON INC JEWI 3012554200 12320 PARKLAWN DRIVE ROCKVILLE MD 20852 SHANE ROCK CHIEF EXECUTIVE OFFICER 3012554200 2021-05-10 1 RICHARD J LOCASTRO CPA P00288314 3019519090 2019 2022-09-23 18:48:47Z SHANE ROCK 12320 PARKLAWN DRIVE ROCKVILLE MD 20852 5698428 0 X WWW.ACCESSJCA.ORG X 1973 MD SEE PART III, LINE 1. 28 27 190 1330 447383 0 3312414 3517882 1992752 1838851 71398 73033 -158490 -224909 5218074 5204857 0 0 0 0 3874737 3800976 0 0 232473 1863119 1746943 5737856 5547919 -519782 -343062 9013872 8395190 5235276 4955641 3778596 3439549 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 1558946 524352 TRANSPORTATION & MOBILITY MANAGEMENT SERVICES: OUR TRANSPORTATION PROGRAMS OPEN DOORS TO A WORLD OTHERWISE BEYOND REACH FOR SENIORS AND ADULTS WITH DISABILITIES. OUR WHEELCHAIR-ACCESSIBLE ELDERBUSES TRAVELED 152,227 MILES WHILE TAKING 59,511 PASSENGER TRIPS. EVEN WHEN MONTGOMERY COUNTY SENIOR CENTERS AND JCA ADULT DAY PROGRAMS WERE SHUTTERED, THE BUSES CONTINUED TO ROLL, TRANSPORTING FOOD TO ISOLATED SENIORS. CONNECT-A-RIDE MOBILITY SPECIALISTS PROVIDED 2,996 REFERRALS, ASSISTED 1,233 CALLERS AND MET WITH 259 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 342 SENIORS AND ADULTS WITH DISABILITIES TO GET 4,104 ONE-WAY RIDES FROM 260 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 15 VOLUNTEER TRANSPORTATION PROGRAMS TO HELP 621 PASSENGERS OBTAIN 10,673 RIDES FROM 379 DRIVERS. ESCORTED TRANSPORTATION PROVIDED 354 RIDES TO THE 430 FRAIL OR ILL PROGRAM ENROLLEES WHO NEEDED DOOR-THROUGH-DOOR-SUPPORT. DURING THE PANDEMIC, STAFF ALSO MADE 20 WELLNESS CHECKS. 1012669 10048 SENIOR EMPLOYMENT: WE HELP OLDER ADULTS FIND AND KEEP JOBS.OUR SENIOR COMMUNITY SERVICE EMPLOYMENT PROGRAM PROVIDED 34,852 COMMUNITY SERVICE HOURS THROUGH THE WORK OF 68 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 90 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.FOR SAFETY SAKE, JCA POSTPONED ITS 50+ EMPLOYMENT EXPOS OF NORTHERN VIRGINIA AND MONTGOMERY COUNTY WHILE REDESIGNING THEM TO BECOME INTERACTIVE, ONLINE EVENTS NEXT YEAR. 1006639 493613 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 62 MEN AND WOMEN WHO RANGED IN AGE FROM 63 TO 95. 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.UNFORTUNATELY, OUR 47TH YEAR MARKED THE CLOSING OF THE ALBERT & HELEN MISLER ADULT DAY CENTER. WHEN THE PROGRAM BEGAN IN 1977 AND UNTIL ITS CLOSING THIS YEAR, IT WAS THE ONLY MEDICAL, GERIATRIC DAY CENTER OPERATED BY THE GREATER WASHINGTON JEWISH COMMUNITY. 435786 363455 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 HOMECARE RESOURCE CENTER PROVIDED 400 CALLERS WITH 1,239 REFERRALS FOR HOUSING, CAREGIVING, 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 2,388 CALLS AND SPENT 2,585 HOURS COUNSELING PEOPLE ON MEDICARE OPTIONS. OUR TWO STAFF MEMBERS AND 24 VOLUNTEERS HELPED 248 CLIENTS SAVE A TOTAL OF $452,035 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 LIFELONG LEARNING, LONELINESS 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.OUR SOCIAL MEDIA REACH GREW SUBSTANTIALLY. AS OF JUNE 30, 2020, WE HAD OVER 6,100 FRIENDS AND FOLLOWERS ON FACEBOOK, OVER 1,200 ON LINKEDIN AND 300 ON TWITTER.BECAUSE OF THE PANDEMIC, HOWEVER, WE CANCELLED OUR ANNUAL AND MUST-LOVED SYLVIA BLAJWAS PRODUCTIVE AGING AWARD DINNER. IN ITS PLACE, WE USED DIRECT-MAIL AND SOCIAL MEDIA TO CARRY THE DINNER MESSAGE THAT ABILITY IS AGELESS, AND WE REINFORCED THAT MESSAGE ON THE JCA WEBSITE AT WWW.ACCESSJCA.ORG. 244839 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 486 MEN AND WOMEN IN SENIOR FACILITIES AND ADULT DAY CENTERS. OUR 267 OLDER VOLUNTEERS MENTORED AND TUTORED 2,131 LOW-INCOME STUDENTS. OVERALL, INTERAGES' VOLUNTEERS DONATED 9,451 VOLUNTEER HOURS OF CARE. 680625 363455 4258879 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 16 0 1 190 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 28 27 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 KEVIN FELTZ 3012554200 12320 PARKLAWN DRIVE ROCKVILLE MD 20852 NORMAN GOLDSTEIN PRESIDENT 20.00 X X 0 0 0 HOWARD GLECKMAN 1ST VICE PRESIDENT 20.00 X X 0 0 0 MARION KRISTAL GOLDBERG 2ND VICE PRESIDENT 2.00 X X 0 0 0 HERBERT MINTZ 3RD VICE PRESIDENT 2.00 X X 0 0 0 RONNA BORENSTEN-LEVY SECRETARY 2.00 X X 0 0 0 VIVIEN HSUEH ASSISTANT SECRETARY 2.00 X X 0 0 0 KENNETH SIMONSON TREASURER 20.00 X X 0 0 0 SCOT FARRELL ASSISTANT TREASURER 2.00 X X 0 0 0 NANCY FIEDELMAN PARLIAMENTARIAN 2.00 X X 0 0 0 NATALIE CANTOR PAST PRESIDENT 2.00 X 0 0 0 BARBARA ETKIND DIRECTOR 2.00 X 0 0 0 LYNN FRISS FEINBERG DIRECTOR 2.00 X 0 0 0 DEBRA LIVERPOOL DIRECTOR 2.00 X 0 0 0 RONALD PAUL DIRECTOR 2.00 X 0 0 0 MEL STERN DIRECTOR 2.00 X 0 0 0 HOWARD WILCHINS DIRECTOR 2.00 X 0 0 0 GREGORY WIMS DIRECTOR 2.00 X 0 0 0 MARC BERMAN DIRECTOR 2.00 X 0 0 0 PHYLLIS COBURN DIRECTOR 2.00 X 0 0 0 RICHARD GALEN DIRECTOR 2.00 X 0 0 0 JAY GOLDMAN DIRECTOR 2.00 X 0 0 0 DEBRA KORTH DIRECTOR 2.00 X 0 0 0 IRA BARTFIELD DIRECTOR 2.00 X 0 0 0 DANIEL HODIN DIRECTOR 2.00 X 0 0 0 JEFFREY LIPSON DIRECTOR 2.00 X 0 0 0 JOHN SHUCHART DIRECTOR 2.00 X 0 0 0 VICKIE WITKIN DIRECTOR 2.00 X 0 0 0 STEPHEN WOLK - SR DIR FINADM THEN BOARD DIR. (TRANS. @ 10/31/19) 30.00 X X 55311 0 0 DAVID GAMSE CHIEF EXECUTIVE OFFICER 60.00 X 197086 0 21518 MICKI GORDON ASSISTANT CEO & SR. DIR. OF DEV. 60.00 X 111367 0 7940 KEVIN FELTZ SR. DIR. FIN./ADMIN. (FROM 10/16/19) 60.00 X 22839 0 1504 386603 0 30962 2 0 1 0 0 14453 2601756 901673 131064 3517882 SERVICE & ATTENDANCE 900099 1465348 1017965 447383 PRODUCTIVE AGING 900099 361915 361915 REGISTRATION 900099 11588 11588 1838851 74 74 36159 275606 -239447 -239447 -239447 265699 25225 217965 0 47734 25225 72959 72959 OTHER REVENUE 900099 14538 14538 14538 5204857 1391468 447383 -151876 460941 163859 197959 99123 2832217 2506465 262863 62889 41197 33862 5410 1925 227374 182145 33333 11896 239247 194571 33022 11654 9279 6808 1943 528 34307 34307 13699 13699 16990 13724 2512 754 44176 31622 4908 7646 174275 69825 92337 12113 38941 31455 5757 1729 159514 93735 64268 1511 10702 7368 2501 833 3476 2772 695 9 159840 64041 84690 11109 349873 208291 139406 2176 163346 144031 17633 1682 PARTICIPANT COSTS 307666 306912 574 180 GAS, OIL, & REPAIRS 150885 150885 BAD DEBT EXPENSE 33198 33198 PAYROLL PROCESSING FEES 22574 18235 3337 1002 54202 28273 22215 3714 5547919 4258879 1056567 232473 96048 177569 23963 41214 553087 402602 162662 76942 81355 61150 9416624 3229950 6461277 6186674 1511445 1325005 96484 96484 27551 27550 9013872 8395190 435532 281754 83876 4711104 4522419 88640 67592 5235276 4955641 X 1948381 1951388 1830215 1488161 3778596 3439549 9013872 8395190 -343062 4015 0 X 0 1 X 1 1 1 X 3492606 3462313 4036605 3312414 3517882 17821820 3492606 3462313 4036605 3312414 3517882 17821820 112042 17709778 178339 178981 179340 115237 36233 688130 1125 1623 354 25877 14538 43517 18553467 8380356 0.95450 0.94690 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1529806 45000 51749 250000 13699 1362856 1569837 15000 110037 165000 68 1529806 1572819 12027 83922 98931 1569837 1822488 17495 173287 440450 1572820 1885174 24251 -11541 75396 1822488 0.00000 1.00000 0.00000 0 0 1100000 1100000 6744839 1991977 4752862 1571785 1237973 333812 6186674 SECURITY DEPOSITS 67592 67592 X 6107182 4015 636403 275606 916024 5191158 13699 13699 5204857 6446229 636403 275606 912009 5534220 13699 13699 5547919 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, 2020, 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 275,606. 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 275,606. 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 CHIEF EXECUTIVE OFFICER 197086 0 0 0 0 0 12141 0 9377 0 218604 0 0 0 X 2 98748 FMV X 9 32316 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 JANUARY 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).