2019-02-15T09:15:50-06:00 2018-06-30 111986323 MARCUM LLP 1899 L STREET NW SUITE 850 WASHINGTON DC 20036 990 2017-07-01 530205921 BENDER JCC OF GREATER WASHINGTON BEND 3018810100 6125 MONTROSE ROAD ROCKVILLE MD 20852 DEBRA COOPER CHIEF FINANCIAL OFFICER 3018810100 2019-02-15 1 FRANK H SMITH P00639053 2022274000 47.19.127.190 2019-02-15 09:08:05 ES P 65682F99B3756B9AF07DCBCC05726540F18FC2A8 283714205276AA39147BD1B708D29006EA201FE5 2017 2019-02-21 02:37:17Z MICHAEL FEINSTEIN 6125 MONTROSE ROAD ROCKVILLE MD 20852 15814477 0 X WWW.BENDERJCCGW.ORG X 1923 DC PROVIDES SOCIAL, EDUCATIONAL, CULTURAL & RECREATIONAL PROGRAMS ROOTED IN JEWISH VALUES. 27 27 663 923 3000 -1361 3567525 4057091 8674219 9148734 509860 422249 -30648 -105849 12720956 13522225 123064 125037 0 0 8911120 7231823 0 0 631767 5647372 6063228 14681556 13420088 -1960600 102137 34936097 34613495 15372067 14638083 19564030 19975412 X THE BENDER JCC OF GREATER WASHINGTON (THE CENTER) CREATES A WELCOMING AND INCLUSIVE ENVIRONMENT, CONNECTING THE PEOPLE OF OUR JEWISH COMMUNITY WITH EACH OTHER, ISRAEL AND THE BROADER COMMUNITY. THE CENTER INSPIRES INDIVIDUALS OF ALL AGES AND BACKGROUNDS TO ENHANCE THEIR SOCIAL, PHYSICAL, INTELLECTUAL AND SPIRITUAL WELL-BEING THROUGH PROGRAMS OF EXCELLENCE ROOTED IN JEWISH VALUES. 0 0 4146675 65610 2835317 HEALTH AND WELLNESS - FROM PERSONAL TRAINING AND PHYSICAL THERAPY, TO PROACTIVE SENIOR HEALTH EDUCATION, THE CENTER IS PROUD TO OFFER MEMBERS OF ALL AGES A NUMBER OF ONGOING WELLNESS PROGRAMS AND ACTIVITIES THAT STRENGTHEN BOTH BODY AND MIND. WITH OVER 40,000 SQUARE FEET, TWO POOLS, AND STATE-OF-THE-ART EQUIPMENT, THE WEINBERG HEALTH & FITNESS CENTER OFFERS COMPREHENSIVE AND CUTTING-EDGE FITNESS OPTIONS. 3105489 38907 3298580 EARLY CHILDHOOD - THE CENTER'S PRESCHOOL ENGAGES, CHALLENGES, AND ENRICHES CHILDREN'S EXPLORATION AND LEARNING IN A SAFE, SUPPORTIVE SETTING USING A CARING, NURTURING AND HIGHLY-TRAINED STAFF. A PLAY-BASED CURRICULUM-FOUNDED ON EMERGENT CURRICULUM AND INSPIRED BY THE REGGIO EMILIA APPROACH-ENABLES CHILDREN TO BECOME ACTIVE LEARNERS AND ENGAGED CLASSROOM PARTICIPANTS. INTEREST-BASED TOPIC STUDIES INVITE STUDENTS TO EXPLORE THE WORLD AROUND THEM. CHILDREN ARE ENCOURAGED TO EXPRESS THEMSELVES THROUGH ART AND MUSIC, AND JEWISH VALUES, CUSTOMS, AND TRADITIONS ARE INTEGRATED THROUGHOUT CURRICULUM. IN FY18, APPROXIMATELY 200 STUDENTS AND THEIR FAMILIES WERE SERVED. HOLIDAY-BASED FAMILY CELEBRATIONS SUCH AS PIZZA IN THE HUT FOR SUKKOT AND HANUKKAH SING, FUN SOCIAL OPPORTUNITIES FOR CHILDREN AND THEIR FAMILIES, SUCH AS THE PRESCHOOL DANCE AND FAMILY PLAY DATES, AND UNIQUE LEARNING OPPORTUNITIES, SUCH AS OUR GALLERY EXHIBITS AND CURRICULUM NIGHT ARE ALL PART OF THE YEARLY CALENDAR. 2307187 20070 2666192 CAMP, YOUTH AND TEENS - CAMP JCC OFFERS PROGRAMS THAT BRING OUT THE BEST IN EVERY CAMPER. FROM SWIMMING AND DAY TRIPS TO CREATIVE ARTS, CAMP JCC ALLOWS CAMPERS TO GROW, EXPLORE THEIR STRENGTHS, AND BUILD JEWISH IDENTITY. IN FY18, OVER 710 CAMPERS ATTENDED ONE OR MORE OF OUR THREE SUMMER SESSIONS. CAMP JCC'S NATIONALLY-RECOGNIZED INCLUSIVE PROGRAM ALLOWS CHILDREN OF ALL BACKGROUNDS AND ABILITIES TO PARTICIPATE IN A SUMMER OF FUN, SOCIALIZATION AND GROWTH. THIS SUMMER, CAMP JCC SERVED OVER 100 CHILDREN AND YOUNG ADULTS WITH DISABILITIES, ALLOWING THEM THE CHANCE TO HAVE A FULL CAMP EXPERIENCE ALONGSIDE THEIR SIBLINGS AND FRIENDS. PARTICIPATING IN OUR AFTER-SCHOOL PROGRAM ALLOWED STUDENTS IN GRADES K-6 TO SOCIALIZE WITH FRIENDS, COMPLETE HOMEWORK WITH STAFF ASSISTANCE AND STAY ACTIVE THROUGH A VARIETY OF SUPERVISED ACTIVITIES. YOUTH ALSO HAD THE OPPORTUNITY TO PARTICIPATE IN OUR COMPREHENSIVE CHILDREN'S DANCE CLASSES IN BALLET, TAP, JAZZ, HIP-HOP, AND MORE AND TO EXPERIENCE THE EXCITEMENT OF BEING PART OF A DANCE TROUPE WITH THE CENTER'S AUDITION-BASED DANCE GROUPS. TWO WELL-EQUIPPED MIXED MEDIA STUDIOS AND ONE CERAMICS STUDIO OFFERED YOUTH INNOVATIVE ART CLASSES AND WORKSHOPS FOR ALL LEVELS OF ABILITY, INCLUDING CERAMICS, DRAWING, PAINTING, USABLE CRAFTS, AND PUPPETRY. THESE PROGRAMS, AS WELL AS OUR PRIVATE MUSIC LESSONS, ALLOW STUDENTS TO LEARN A NEW SKILL, EXPLORE THEIR CREATIVITY, AND BUILD UPON THEIR TALENT AND TECHNIQUE. 1241877 100 257617 ADULT SERVICES 533493 350 92836 SPECIAL NEEDS 1775370 450 350453 11334721 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 80 0 1 663 1 1 1 0 0 0 0 1 1 0 0 0 0 X 27 27 1 0 0 0 1 0 1 1 1 0 0 1 1 1 1 1 1 1 1 0 MD VA X X DEBRA COOPER 3018810100 6125 MONTROSE ROAD ROCKVILLE MD 20852 HEIDI HOOKMAN BRODSKY BOARD CHAIR 10.00 X X 0 0 0 FELICIA K GOTTDENKER IMMEDIATE PAST CHAIR 10.00 X X 0 0 0 NOAM FISCHMAN GENERAL COUNSEL 10.00 X X 0 0 0 BRIAN GAINES TREASURER 10.00 X X 0 0 0 ANDREW CHOD ASSISTANT TREASURER 10.00 X X 0 0 0 DALE SINGER SECRETARY 10.00 X X 0 0 0 SHARON ZISSMAN OMBUDSPERSON 10.00 X X 0 0 0 HOLLI BECKERMAN JAFFE CHAIR, GOVERNANCE 10.00 X X 0 0 0 ARTHUR POLOTT CHAIR, DEVELPMENT 10.00 X X 0 0 0 MINDY BERGER BOARD MEMBER 5.00 X 0 0 0 DARYLE BOBB BOARD MEMBER 5.00 X 0 0 0 NATHAN BORTNICK BOARD MEMBER 5.00 X 0 0 0 ELANA FINE BOARD MEMBER 5.00 X 0 0 0 BRETT FRIEDMAN BOARD MEMBER 5.00 X 0 0 0 SAM GALLO BOARD MEMBER 5.00 X 0 0 0 RON GORFINKEL BOARD MEMBER 5.00 X 0 0 0 LISA GUNTY BOARD MEMBER 5.00 X 0 0 0 MEREDITH JACOBS BOARD MEMBER 5.00 X 0 0 0 RAMI KANDEL BOARD MEMBER 5.00 X 0 0 0 JILL MYERS BOARD MEMBER 5.00 X 0 0 0 ADAM POLSKY BOARD MEMBER 5.00 X 0 0 0 HELEN RUBIN BOARD MEMBER 5.00 X 0 0 0 TRACY BLOOM SCHWARTZ BOARD MEMBER 5.00 X 0 0 0 REED SEXTER BOARD MEMBER 5.00 X 0 0 0 JENNY SHTIPELMAN BOARD MEMBER 5.00 X 0 0 0 THE HON JEFF WALDSTREICHER BOARD MEMBER 5.00 X 0 0 0 MATTHEW WEINBERG BOARD MEMBER 5.00 X 0 0 0 MICHAEL FEINSTEIN CHIEF EXECUTIVE OFFICER 65.00 X 238454 0 6078 DEBRA COOPER CHIEF FINANCIAL OFFICER 40.00 X 130308 0 2000 AMY GANTZ CHIEF OPERATING OFFICER 40.00 X 126487 0 6728 495249 0 14806 3 0 1 0 SPECIALTY POOL & FOUNTAIN LLC 9305 GERWIG LANE SUITE E COLUMBIA MD 21046 CONSTURCTION SERVICES 957318 HEBREW HOME OF GREATER WASHINGTON 6121 MONTROSE ROAD ROCKVILLE MD 20852 MAINTENANCE & OTHER OPERATIONS 764405 GALI SERVICE INDUSTRIES INC 12312 WILKINS AVENUE ROCKVILLE MD 20852 CLEANING SERVICES 354668 AMERICAN POOL INC 9305 GERWIG LANE SUITE E COLUMBIA MD 21046 POOL MAINTENANCE 312622 WTS INTERNATIONAL 3200 TOWER OAKS BLVD SUITE 400 ROCKVILLE MD 20852 FITNESS CENTER MGMT. 162400 13 11664 760431 441079 2843917 57108 4057091 PROGRAM FEES 900099 6660787 6660787 MEMBERSHIP DUES 900099 2182449 2182449 RENTAL INCOME 900099 305498 305498 9148734 146579 146579 2294560 2018890 275670 275670 275670 72505 760431 240315 -167810 -167810 18975 5769 13206 13206 29086 27278 1808 1808 MISCELLANEOUS 900099 43947 43947 ADVERTISING 541800 3000 3000 46947 13522225 9150542 3000 311592 125037 125037 429805 186375 164733 78697 5804385 5044746 572654 186985 23909 23909 406719 317881 58524 30314 567005 475426 57114 34465 3634 3634 65165 65165 24372 22720 1605 47 1035858 870154 147305 18399 164910 109526 17630 37754 313698 266708 21813 25177 43793 28734 13485 1574 1679794 1562755 56612 60427 452362 447828 4310 224 182599 51256 127760 3583 291596 268719 11746 11131 970082 907216 28538 34328 56465 52823 1570 2072 PROGRAM SUPPLIES 509939 460229 33065 16645 RENTAL/MAINT. EQUIP 238802 107939 41760 89103 DISPOSAL-FIXED ASSETS 30159 28649 668 842 13420088 11334721 1453600 631767 1881282 3148713 619921 432316 6744937 4138506 74797 70012 0 528 307025 320273 29505006 11493933 17374640 18011073 3770138 4355215 4163357 4136859 34936097 34613495 771221 725304 2062364 2053610 9784447 11625373 2754035 233796 15372067 14638083 X 10714597 10746396 2024606 2120447 6824827 7108569 19564030 19975412 34936097 34613495 X 102137 126808 182437 X 0 1 X 1 0 X 4971692 5719446 9840582 3567525 4057091 28156336 4971692 5719446 9840582 3567525 4057091 28156336 6273234 21883102 103285 147363 137045 148615 146579 682887 49263 63855 57646 40443 43947 255154 29094377 42719338 0.75210 0.74710 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2013 AMOUNT: $ 49,263. 2014 AMOUNT: $ 63,855. 2015 AMOUNT: $ 52,751. 2016 AMOUNT: $ 40,443. 2017 AMOUNT: $ 43,947. GAIN ON DISPOSAL OF FIXED ASSETS - 2013 AMOUNT: $ 0. 2014 AMOUNT: $ 0. 2015 AMOUNT: $ 4,895. 2016 AMOUNT: $ 0. 2017 AMOUNT: $ 0. 8292199 686109 544350 550366 24308 8947984 8081110 42945 593383 400478 24761 8292199 8202708 363696 -67544 395230 22520 8081110 8421207 58942 127401 382357 22485 8202708 7920089 78512 803300 358407 22287 8421207 0.09530 0.79440 0.11030 1 0 27493343 9853030 17640313 501450 362640 138810 1510213 1278263 231950 18011073 UNITED JEWISH ENDOWMENT FUND 4136859 F 4136859 CAPITAL LEASE OBLIGATIONS 61488 DEPOSITS PAYABLE 131500 DEFERRED COMPENSATION 40808 233796 X 13795156 126808 146123 272931 13522225 0 13522225 13566211 146123 146123 13420088 0 13420088 PART V, LINE 4: THE CENTER USES ITS ENDOWMENT FUNDS AS NEEDED FOR NEW INITIATIVES AND TO COVER OPERATING CASH SHORTFALLS AS APPROVED BY THE BOARD OF DIRECTORS. PART X, LINE 2: THE CENTER EVALUATED ITS UNCERTAINTY IN INCOME TAXES FOR THE YEAR ENDED JUNE 30, 2018, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 146,123. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 146,123. DINNER OF CHAMPIONS 438990 392665 46325 5725 50397 51031 35712 SPRING EVENT 393946 367766 26180 32846 43205 21399 832936 760431 72505 5725 83243 94236 57111 240315 -167810 18975 5769 0 18975 5769 5769 13206 MD 1 0 0 0 1.00000 DEBRA COOPER 6125 MONTROSE ROAD ROCKVILLE MD 20852 0 JODI SHULIMSON 2000 THE EVENT MANAGER IS RESPONSIBLE FOR MANAGING EVENT LOGISTICS, SERVING AS THE STAFF LIAISON TO THE VOLUNTEER COMMITTEE, ORDERING SUPPLIES AND PROVIDING THE DAY OF EVENT OVERSIGHT. X 0 1 MEMBERSHIP AND PROGRAM SCHOLARSHIPS TO THE NEEDY 320 125036 FMV REDUCTION IN MEMBERSHIP DUES AND PROGRAM TUITION FOR PRESCHOOL, CAMP, DANCE CLASSES AND MUSIC LESSONS PART I, LINE 2: SCHOLARSHIP FUNDS PROVIDED BY THE CENTER ARE FOR THE CENTER'S PROGRAMS INCLUDING ECC TUITION, CAMP TUITION, AND OTHER MISCELLANEOUS PROGRAM SCHOLARSHIPS. IN THE EVENT THAT A SCHOLARSHIP RECIPIENT DROPS OR CANCELS A CLASS, THE SCHOLARSHIP FUNDS ARE REVOKED AND OFFERED TO THE NEXT PERSON ON THE SCHOLARSHIP LIST. SCHOLARSHIPS ARE NOT OFFERED FOR NON-CENTER PROGRAMS. X X X X 0 0 0 0 0 0 0 0 0 MICHAEL FEINSTEIN CHIEF EXECUTIVE OFFICER 238454 0 0 0 0 0 0 0 6078 0 244532 0 0 0 X 914 57108 SALES PRICE 0 1 0 PART I, COLUMN (B): THE CENTER REPORTS THE NUMBER OF ITEMS DONATED (INCLUDING SHARES OF STOCK ISSUED) IN PART I, COLUMN (B). FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBERS, ADAM POLSKY AND NATHAN BORTNICK HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERSHIP OF THE CENTER IS DIVIDED INTO TWO CLASSIFICATIONS, ACTIVE AND SPECIAL MEMBERSHIP. SPECIAL MEMBERS MAY NOT SIT AS MEMBERS ON THE BOARD OF DIRECTORS, VOTE, OR HOLD OFFICE. FORM 990, PART VI, SECTION A, LINE 7B ONE HUNDRED ACTIVE MEMBERS CONSTITUTE A QUORUM AND A MAJORITY OF THE QUORUM WILL BE REQUIRED FOR DISAPPROVING ANY MEMBER OF A SLATE OF CANDIDATES FOR THE BOARD OF DIRECTORS PROPOSED BY THE GOVERNANCE COMMITTEE AND APPROVED BY THE BOARD OF DIRECTORS OR FOR NOMINATING AND ELECTING ANY NON-SLATED MEMBER TO THE BOARD OF DIRECTORS. IF AT ANY SUCH MEETING THERE SHALL BE A FAILURE TO ACHIEVE A QUORUM, THE MEETING WILL BE ADJOURNED. FORM 990, PART VI, SECTION B, LINE 11B UPON COMPLETION BY AN OUTSIDE ACCOUNTING FIRM, THE DRAFT FEDERAL FORM 990 IS REVIEWED BY THE CFO, FOLLOWED BY THE CEO. THE DRAFT FEDERAL FORM 990 IS THEN PRESENTED TO THE AUDIT COMMITTEE BY THE INDEPENDENT ACCOUNTING FIRM. A COPY OF THE DRAFT FEDERAL FORM 990 IS THEN DISTRIBUTED TO EACH BOARD MEMBER FOR REVIEW BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST FORMS ARE COMPLETED BY EACH NEW BOARD MEMBER AND KEY STAFF UPON JOINING THE CENTER. NEW FORMS ARE OBTAINED AT THE BEGINNING OF EACH FISCAL YEAR FROM CURRENT BOARD MEMBERS AND KEY STAFF, AND THE FORMS ARE REVIEWED BY THE CEO. ANY BOARD MEMBERS AND KEY STAFF WHO DISCLOSE POTENTIAL CONFLICTS RECUSE THEMSELVES FROM ANY SUCH DISCUSSIONS AND VOTES. WITH RESPECT TO POTENTIAL CONTRACTS, AT THE BEGINNING OF ANY DISCUSSION INVOLVING THESE CONTRACTS, A CALL FOR POTENTIAL CONFLICTS AMONGST BOARD MEMBERS AND KEY STAFF IS TAKEN PLACE DURING THE MEETING. FORM 990, PART VI, SECTION B, LINE 15 PERFORMANCE EVALUATIONS ARE CONDUCTED ANNUALLY. THE CEO'S PERFORMANCE IS EVALUATED BY A COMMITTEE OF THE BOARD OF DIRECTORS WHICH IS CHAIRED BY THE IMMEDIATE PAST-PRESIDENT OF THE BOARD OF DIRECTORS. OTHER KEY EMPLOYEES ARE EVALUATED BY THE CEO. COMPENSATION OF THE CEO AND CFO ARE DETERMINED BY A COMMITTEE OF THE BOARD OF DIRECTORS AND IS BASED UPON PERFORMANCE, MARKET REPORTS AND ANALYSIS. THE LAST COMPENSATION REVIEW WAS PERFORMED IN THE LAST QUARTER OF FISCAL YEAR 2016. FORM 990, PART VI, SECTION C, LINE 19 THE FEDERAL FORM 990 IS POSTED ON THE CENTER'S WEBSITE IN ADDITION TO GUIDESTAR.ORG AND CHARITYNAVIGATOR.ORG. THE CENTER'S PRIVACY POLICY IS POSTED ON ITS WEBSITE AS WELL. ALL OTHER INFORMATION IS AVAILABLE UPON REQUEST VIA THE "CONTACT US" LINK ON THE WWW.BENDERJCCGW.ORG WEBSITE, BY PHONE, E-MAIL AND/OR IN PERSON. FORM 990, PART XI, LINE 9: GAIN FROM DEFINED BENEFIT PLAN SETTLEMENT 182,437.