2019-05-10T08:52:51-05:00 2018-06-30 221478099 COHNREZNICK LLP 7501 WISCONSIN AVENUE SUITE 400E BETHESDA MD 20814 990 2017-07-01 530196598 JEWISH SOCIAL SERVICE AGENCY JEWI 3018162602 200 WOOD HILL ROAD ROCKVILLE MD 20850 CAROLINE APPLEBY CFO 3018162602 2019-04-23 1 DANIEL O'SHEA P00957510 3016529100 2019-04-17 209.59.242.22 2019-04-23 08:49:28 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 A999648B7C0F94429496C189B46642AFC33E1A30 2017 2019-02-21 02:37:17Z TODD SCHENK 200 WOOD HILL ROAD ROCKVILLE MD 20850 52196033 0 X WWW.JSSA.ORG X 1933 DC JSSA EMPOWERS INDIVIDUALS AND FAMILIES TO ACHIEVE WELL-BEING ACROSS THEIR LIFESPAN. 39 39 298 1110 0 1118 10201389 13208397 13170728 14640290 1959159 1866905 -16707 -120359 25314569 29595233 912604 868161 0 0 15994075 16264794 0 0 505232 7731960 9933561 24638639 27066516 675930 2528717 60070521 67138855 8941155 12142407 51129366 54996448 X SEE SCHEDULE O 0 0 9500303 39840 10789360 SEE SCHEDULE O 6497143 401036 514761 SEE SCHEDULE O 6403360 358051 2476042 SEE SCHEDULE O 1193427 4902 860127 COMMUNITY SUPPORT SERVICES 347273 64332 OTHER HOMECARE SERVICES 1540700 69234 860127 23941506 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 1 135 0 298 1 1 1 0 0 0 0 1 1 0 0 0 1 0 X 39 39 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 DC MD X X CAROLINE APPLEBY 3018162602 200 WOOD HILL ROAD ROCKVILLE MD 20850 CANDI KAPLAN PRESIDENT 2.00 1.00 X X 0 0 0 DAVID FLYER VICE PRESIDENT 2.00 1.00 X X 0 0 0 DAVID SCHWARTZ VICE PRESIDENT 2.00 1.00 X X 0 0 0 SANDRA A SELLERS VICE PRESIDENT 2.00 1.00 X X 0 0 0 SCOTT GREEN SECRETARY 2.00 1.00 X X 0 0 0 MARK ELLENBOGEN TREASURER 2.00 1.00 X X 0 0 0 MICHAEL MAEL ASSISTANT TREASURER 2.00 1.00 X X 0 0 0 JEFFREY F ABRAMSON BOARD MEMBER 1.00 X 0 0 0 RHONDA BRANDES BOARD MEMBER 1.00 X 0 0 0 PHYLLIS CELA BOARD MEMBER 1.00 X 0 0 0 RITA CORWIN BOARD MEMBER 1.00 X 0 0 0 YVONNE DISTENFELD BOARD MEMBER 1.00 X 0 0 0 MICHAEL FINGERHUT BOARD MEMBER 1.00 X 0 0 0 BARRY FORMAN BOARD MEMBER 1.00 X 0 0 0 CHARLES W FRICK BOARD MEMBER 1.00 X 0 0 0 HELENE GLICK BOARD MEMBER 1.00 X 0 0 0 PATTI GOLDMAN BOARD MEMBER 1.00 X 0 0 0 MICHAEL GOLDSMITH BOARD MEMBER 1.00 X 0 0 0 GARY GUTTMAN BOARD MEMBER 1.00 X 0 0 0 RICHARD HASKIN BOARD MEMBER 1.00 X 0 0 0 ROBERTA HOCHBERG BOARD MEMBER 1.00 X 0 0 0 NANCY KAPLAN BOARD MEMBER 1.00 X 0 0 0 IRV KATZ BOARD MEMBER 1.00 X 0 0 0 LAWRENCE KLINE BOARD MEMBER 1.00 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 JUDITH OPPENHEIM BOARD MEMBER 1.00 1.00 X 0 0 0 GRANT OTTENSTEIN BOARD MEMBER 1.00 1.00 X 0 0 0 JOE ROSENBERG BOARD MEMBER 1.00 X 0 0 0 HOWARD ROTHMAN BOARD MEMBER 1.00 X 0 0 0 RUTH RUSKIN BOARD MEMBER 1.00 1.00 X 0 0 0 RABBI JONATHAN SCHNITZER BOARD MEMBER 1.00 X 0 0 0 PAT SILVER BOARD MEMBER 1.00 X 0 0 0 MINDY SUCHINSKY BOARD MEMBER 1.00 X 0 0 0 ROBIN THOMASHAUER BOARD MEMBER 1.00 X 0 0 0 JEFF YENTIS BOARD MEMBER 1.00 X 0 0 0 TODD SCHENK CHIEF EXECUTIVE OFFICER 36.50 1.00 X 388568 0 34521 TAL WIDDES COO (THROUGH 12/22/2017) 37.50 X 221542 0 52950 CAROLINE APPLEBY CFO 36.50 1.00 X 162679 0 41336 JENNIFER RIPKIN CHIEF HUMAN RESOURCES OFFICER 37.50 X 152911 0 34805 JASON YOUNG CHIEF INFORMATION OFFICER 37.50 X 160667 0 1363 MICHAEL WESTERMAN MEDICAL DIRECTOR 37.50 X 191456 0 33174 JOY SEXTON DIRECTOR, HOSPICE 37.50 X 144682 0 13961 JOSEPH WILSON SENIOR DIRECTOR, MENTAL HEALTH 37.50 X 142717 0 1012 1565222 0 213122 14 0 1 0 CCSI CONSTRUCTION 1150 CONNECTICUT AVE NW SUITE 801 WASHINGTON DC 20036 CONSTRUCTION SERVICES 1083757 NTIVA INC 7900 WESTPARK DRIVE SUITE A-100 MCLEAN VA 22102 IT SERVICES 514147 CIRCLE OF FRIENDS LLC 17830 NEW HAMPSHIRE AVENUE SUITE 3 ASHTON MD 20861 HOME HEALTH CARE SERVICES 259600 NETSMART TECHNOLOGIES INC PO BOX 823519 PHILADELPHIA PA 19182 SOFTWARE/IT SERVICES 255289 PERSONAL HOME CARE LLC 10 CROSSROADS DRIVE SUITE 110 OWINGS MILLS MD 21117 HOME HEALTH CARE SERVICES 216389 12 44909 355357 6064047 6744084 435901 13208397 PATIENT SERVICES 900099 14603987 14603987 TRAINING INSTITUTE FEES 900099 36303 36303 14640290 945556 945556 23352702 13 22431366 0 921336 13 921349 921349 48150 355357 169434 -121284 -121284 MISCELLANEOUS 900099 925 925 925 29595233 14641215 0 1745621 X 48923 48923 819238 819238 733659 461734 206527 65398 13000662 11518373 1243381 238908 1562529 1445165 97093 20271 967944 857495 91675 18774 39479 18074 21405 98709 88014 9066 1629 109420 109420 4561347 4215626 303080 42641 146403 80282 64558 1563 440341 367997 34717 37627 421930 350693 30561 40676 940302 715818 222208 2276 247338 243832 3310 196 80015 53926 24795 1294 206621 94596 112025 585269 481205 87128 16936 145113 130856 11723 2534 MEDICAL EQUIP. & SUPPLI 1329367 1328471 896 PROGRAM EXPENSES 261228 259516 1351 361 OTHER EXPENSES 189409 162542 22930 3937 DUES, LICENSES & OTHER 127696 88074 29411 10211 3574 1636 1938 27066516 23941506 2619778 505232 1230482 2077481 1943089 1139870 2316534 2664632 2367448 3559319 260127 206572 19107318 4487121 10350163 14620197 34508562 36601684 5012863 4471906 2081253 1797194 60070521 67138855 1447598 1982024 36631 100596 6811399 9486399 645527 573388 8941155 12142407 X 19491511 23318081 7151553 6917755 24486302 24760612 51129366 54996448 60070521 67138855 2528717 1338365 0 X 0 1 X 1 0 X 7343762 7958072 7836286 10201389 13208397 46547906 7343762 7958072 7836286 10201389 13208397 46547906 46547906 1205695 1203909 867067 705873 945556 4928100 51476006 57812427 0.90430 0.88670 X 38469101 2057240 3060433 1986852 41599922 35451095 1251368 3861909 2001075 94196 38469101 37894197 526397 -742764 2117553 109182 35451095 38773629 496816 886354 2127892 134710 37894197 35177786 797318 5043429 2097329 147575 38773629 0.26980 0.59520 0.13500 0 0 2512911 2512911 9155704 2742275 6413429 4256939 18816 4238123 1889927 1091155 798772 1291837 634875 656962 14620197 ACL ALTERNATIVE FUND 3378818 F SKYBRIDGE ALTERNATIVE FUND 1093088 F 4471906 DEFERRED COMP PLAN LIABILITY 573388 573388 X 34340413 1338365 191091 3325144 4854600 29485813 109420 109420 29595233 30408297 191091 3260110 3451201 26957096 109420 109420 27066516 PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT CONSISTS OF 15 FUNDS ESTABLISHED TO SUPPORT A VARIETY OF THE ORGANIZATION'S PROGRAMS. 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. THERE IS NO PROVISION IN THESE CONSOLIDATED FINANCIAL STATEMENTS FOR PENALTIES AND INTEREST RELATED TO INCOME TAXES ON UNCERTAIN TAX POSITIONS FOR THE YEARS ENDED JUNE 30, 2018 AND 2017. TAX YEARS PRIOR TO 2014 FOR JSSA ARE NO LONGER SUBJECT TO EXAMINATION BY THE IRS 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 3,374,067. REVENUE RECEIVED FROM AFFILIATE - ELIMINATED ON CONSOLIDATED FINANCIAL STMTS -48,923. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES OF AFFILIATE INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS 3,309,033. EXPENSES PAID TO AFFILIATE - ELIMINATED ON CONSOLIDATED FINANCIAL STATEMENTS -48,923. GALA 403507 355357 48150 45967 27450 63250 32767 403507 355357 48150 45967 27450 63250 32767 169434 -121284 1 PREMIER HOMECARE INC 6123 MONTROSE ROAD ROCKVILLE MD 20852 522224485 501(C)(3) 48923 HOME-BASED CARE 1 SERVICES & FINANCIAL ASSISTANCE 1248 819238 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 0 1 X X X X X 0 1 0 0 0 0 0 0 0 TODD SCHENK CHIEF EXECUTIVE OFFICER 280066 0 0 0 108502 0 10000 0 24521 0 423089 0 65000 0 TAL WIDDES COO (THROUGH 12/22/2017) 217978 0 0 0 3564 0 25375 0 27575 0 274492 0 0 0 CAROLINE APPLEBY CFO 161999 0 0 0 680 0 9167 0 32169 0 204015 0 0 0 JENNIFER RIPKIN CHIEF HUMAN RESOURCES OFFICER 152489 0 0 0 422 0 0 0 34805 0 187716 0 0 0 JASON YOUNG CHIEF INFORMATION OFFICER 160064 0 0 0 603 0 0 0 1363 0 162030 0 0 0 MICHAEL WESTERMAN MEDICAL DIRECTOR 191186 0 0 0 270 0 0 0 33174 0 224630 0 0 0 JOY SEXTON DIRECTOR, HOSPICE 143902 0 0 0 780 0 0 0 13961 0 158643 0 0 0 SCHEDULE J, PART I, LINE 1A MODEST DISCRETIONARY SPENDING ACCOUNTS ARE PROVIDED TO CERTAIN EMPLOYEES WHO HAVE DEMONSTRATED GREATER THAN DE MINIMIS USE OF THEIR PERSONAL VEHICLES AND/OR CELL PHONES FOR THE COMPANY BUSINESS. THESE AMOUNTS ARE INCLUDED IN COMPENSATION FOR THESE EMPLOYEES. SCHEDULE J, PART I, LINE 1B THE CEO OF THE ORGANIZATION REVIEWED THE EXPENSES INCURRED BY THE EMPLOYEE RECEIVING THE BENEFITS, AND THE EXECUTIVE COMMITTEE OF THE BOARD REVIEWED THE EXPENSES FOR THE CEO. SCHEDULE J, PART I, LINE 4B THE FOLLOWING INDIVIDUALS RECEIVED CONTRIBUTIONS TO A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. AMOUNTS CREDITED BY THE FILING ORGANIZATION WERE: TODD SCHENK $27,500 TAL WIDDES $4,076 IN ADDITION, DISTRIBUTIONS FROM A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN OCCURRED DURING 2017 TO TODD SCHENK IN THE AMOUNT OF $101,926. X 35 56025 FMV X 33 239876 FMV X 3 140000 FACE VALUE 0 1 1 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 FOR MORE THAN 120 YEARS, THE JEWISH SOCIAL SERVICE AGENCY (JSSA) HAS BEEN HELPING INDIVIDUALS AND FAMILIES OF ALL FAITHS ACROSS THE METRO DC AREA MEET EMOTIONAL, SOCIAL, AND PHYSICAL CHALLENGES AND PROMOTE RESILIENCE, PRESERVE DIGNITY, AND REKINDLE HOPE. JSSA SERVES AND SUPPORTS MORE THAN 31,500 INDIVIDUALS ANNUALLY THROUGH A WIDE RANGE OF COUNSELING, EDUCATIONAL, DISABILITY EMPLOYMENT, IN-HOME SUPPORT, HOSPICE AND NURSING CARE, AND SOCIAL SERVICES. FORM 990, PART III, LINE 4A, PROGRAM SERVICE ACCOMPLISHMENTS: HOSPICE AND END-OF-LIFE SUPPORT SERVICES: JSSA'S HOSPICE DEPARTMENT, WHICH INCLUDES BOTH THE BEREAVEMENT AND TRANSITIONS PROGRAMS, PROVIDED CARE AND SUPPORT TO OVER 3,300 PATIENTS AND THEIR FAMILY MEMBERS, COMMUNITY MEMBERS AND COLLABORATIVE PROFESSIONALS, TO INCLUDE MANY HOURS OF RESPITE CARE FOR SERIOUSLY ILL PATIENTS, NURSING, PERSONAL CARE, SOCIAL WORK, AND SPIRITUAL SUPPORT. FORM 990, PART III, LINE 4B, PROGRAM SERVICE ACCOMPLISHMENTS: SENIOR AND HOLOCAUST SURVIVOR SERVICES: ADDITIONALLY, THROUGH OUR AGING DEPARTMENT, JSSA'S SKILLED STAFF AND PROFICIENTLY TRAINED VOLUNTEERS SERVED AND SUPPORTED OVER 9,200 SENIORS AND THEIR FAMILIES, INCLUDING MORE THAN 450 HOLOCAUST SURVIVORS, THROUGH COMPREHENSIVE IN-HOME AND IN-OFFICE ASSESSMENTS; ADVOCACY, INFORMATION AND REFERRAL; INDIVIDUAL, FAMILY AND GROUP COUNSELING; CAREGIVER CONSULTATIONS; WORKSHOPS, PRESENTATIONS, AND SUPPORT GROUPS; SERVICE COORDINATION AND CASE MANAGEMENT; AND OTHER ESSENTIAL SUPPORT SERVICES. THESE INCLUDE, BUT ARE NOT LIMITED TO THE FOLLOWING: NURSING ASSESSMENTS, HOME DELIVERED MEALS, IN-HOME PERSONAL CARE AND HOMEMAKER SERVICES, FRIENDLY VISITORS AND SHOPPERS, ESCORTED TRANSPORTATION, LEGAL SERVICES, SOCIAL/RECREATIONAL OPPORTUNITIES, AND VISITS TO NURSING HOMES AND OTHER SENIOR LIVING RESIDENCES. FORM 990, PART III, LINE 4C, PROGRAM SERVICE ACCOMPLISHMENTS: CHILD, ADULT FAMILY AND SPECIAL NEEDS SERVICES: LAST YEAR, THE JEWISH SOCIAL SERVICE AGENCY (JSSA) SERVED AND SUPPORTED OVER 31,500 INDIVIDUALS, FAMILIES, COMMUNITY MEMBERS, AND COLLABORATIVE PROFESSIONALS. JSSA'S MENTAL HEALTH DEPARTMENT - SPECIFICALLY OUR CHILDREN AND FAMILY SERVICES (CFS) AND SPECIAL NEEDS AND DISABILITIES SERVICES (SNDS) PROGRAMS - PROVIDED EXCEPTIONAL SERVICE AND SUPPORT TO OVER 8,400 CHILDREN AND FAMILIES, COMMUNITY MEMBERS AND COLLABORATIVE PROFESSIONALS, TO INCLUDE INDIVIDUALS WITH SPECIAL NEEDS AND THEIR FAMILIES. OUR CARE AND SUPPORT ENCOMPASSES INDIVIDUAL, FAMILY, GROUP AND COUPLES THERAPY; SERVICE SYNCHRONIZATION, COLLABORATION, AND CARE MANAGEMENT; AND, ASSISTANCE WITH THE APPROPRIATE PURCHASING OF NECESSARY SERVICES AND GOODS. FURTHERMORE, CFS AND SNDS DELIVERED SERVICES AND SUPPORT TO ANOTHER 1,394 INDIVIDUALS, FAMILY MEMBERS, COMMUNITY MEMBERS AND COLLABORATIVE PARTNERSHIPS THROUGH CLUBS, CAMPS, PRESENTATIONS, WORKSHOPS, TRAININGS, CONSULTATIONS AND OVERALL EXPERT LEADERSHIP ON VARIOUS CLINICAL SUBJECTS. FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBERS SOLOMON AND SUZANNE LEVY ARE HUSBAND AND WIFE. 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. 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 FEE: PROGRAM SERVICE EXPENSES 856,900. MANAGEMENT AND GENERAL EXPENSES 165,690. FUNDRAISING EXPENSES 32,198. TOTAL EXPENSES 1,054,788. PENSION SERVICE FEE: PROGRAM SERVICE EXPENSES 2,958. MANAGEMENT AND GENERAL EXPENSES 3,502. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,460. PAYROLL FEES: PROGRAM SERVICE EXPENSES 85,084. MANAGEMENT AND GENERAL EXPENSES 71,716. FUNDRAISING EXPENSES 574. TOTAL EXPENSES 157,374. CUSTODIAL : PROGRAM SERVICE EXPENSES 74,812. MANAGEMENT AND GENERAL EXPENSES 10,903. FUNDRAISING EXPENSES 1,040. TOTAL EXPENSES 86,755. INTERPRETER: PROGRAM SERVICE EXPENSES 20,186. MANAGEMENT AND GENERAL EXPENSES 3,977. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 24,163. TEMPORARY STAFF: PROGRAM SERVICE EXPENSES 50,782. MANAGEMENT AND GENERAL EXPENSES 47,292. FUNDRAISING EXPENSES 8,829. TOTAL EXPENSES 106,903. MEDICAL PROVIDERS : PROGRAM SERVICE EXPENSES 3,124,904. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,124,904. ROUTE 28 ASSOCIATES 6123 MONTROSE ROAD ROCKVILLE MD 20852 300320365 HOLD PROPERTY MD 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