2018-05-10T15:33:11-05:00 2017-06-30 420714325 RSM US LLP 1861 INTERNATIONAL DRIVE SUITE MCLEAN VA 22102 990 2016-07-01 520983740 JEWISH COUNCIL FOR THE AGING OF GREATER WASHINGTON INC JEWI 3012554200 12320 PARKLAWN DR ROCKVILLE MD 20852 David Gamse Chief Executive Officer 3012554200 2018-05-10 1 Yong Zhang CPA P01249785 7033366400 2016 2022-09-23 18:48:47Z David Gamse 12320 PARKLAWN DR ROCKVILLE MD 20852 6748676 0 X www.accessjca.org X 1973 MD 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. 28 28 103 1003 41616 -19879 3492606 3462313 1841622 2014430 67110 54085 -46772 -156665 5354566 5374163 0 0 0 0 3617476 3926478 0 0 260126 1889842 1874638 5507318 5801116 -152752 -426953 9748473 9351381 5648397 5538537 4100076 3812844 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 1204835 994719 ElderBus Transportation: Our door-to-door, wheelchair-accessible ElderBuses travelled 179,136 miles, making 57,173 passenger trips. We provided transport for those attending five senior centers in Montgomery County, Md. We enabled those participating in our Misler Center and Kensington Club at Parklawn to ride safely to and from those programs. And we brought regular, daily bus service to a small and historically low-income African community in Potomac, Md. 1006295 4395 Senior Employment:We helped older adults to find and keep jobs. Our Senior Community Service Employment Program (SCSEP) provided 52,556 community service hours valued at $549,218 through the work of 94 on-the-job trainees in Montgomery and Frederick Counties, Md. JCA held two 50+ Employment Expos one in Fairfax County, Va., and another in Montgomery -- enabling hundreds of attendees to learn about jobs and improve their job-hunting skills. Career Gateway offered five 30-hour sessions, serving60 people. Within 12 weeks of graduation, 70 percent of those who were still looking for work had found a job or had a job offer despite most having been unemployed for one to two years. JCA also served as the on-site, older worker expert at WorkSource Montgomery's American Job Center in Wheaton, Md. 841883 506289 Albert & Helen Misler Adult Day Care Center (a medical adult day health program) - The Center offered compassionate, supportive care in a welcoming community. It provided 8,844 days of care to 85 participants with physical, cognitive or emotional challenges. On most days, more than 40 participants attended. 386699 0 Heyman Interages Center:We built bridges across generations while helping children succeed in school and life. We connected 494 youth volunteers with 950 men and women living independently in senior facilities or attending adult day centers. Our 290 senior volunteers mentored and tutored 2,372 low-income students in Montgomery County (Md.) Public Schools. All told, the volunteers provided 7,426 volunteer hours valued at $198,943. 325429 174991 Gorlitz Kensington Clubs are social day programs - There were 73 seniors in our three Kensington Clubs where JCA staff and volunteers provided camaraderie and coping skills for people in the early stages of diagnosed memory loss. Of that number, 45 were new to the program. 549077 10471 Mobility Management:We opened doors to a world otherwise beyond reach. Our Connect-A-Ride mobility specialists answered 5,681 calls, provided 7,921 referrals and met with 558 seniors during outreach presentations. In JCA's Ride Smart workshops, 116 people attended one of six workshops to learn how to use public transportation through classroom training and group excursions. Village Rides provided 5,622 rides through volunteers who work through their neighborhood villages. To do so, we utilized a new grant of $250,000 from the Washington Metropolitan Council of Governments and the Federal Transit Administration to establish a Volunteer Driver Resource Center and to expand our support into Prince George's County, Md. The NV Rides programs connected 640 passengers to 9,608 rides. Our Escorted Transportation program provided 755 rides to low-income seniors with mobility challenges who were unable to travel alone. 709142 323565 Information, Education and Outreach:The Senior HelpLine assisted 480 callers older adults as well as family and friends who care about them. Volunteers spent 1,014 hours helping seniors in a variety of areas. The two staff members and 23 volunteers of the State Health Insurance Assistance Program (SHIP) served more than 3,000 residents of Montgomery County by providing information and counseling on Medicare, Medigap plans, Managed Care, Part D drug plans and Medicare fraud and abuse.. The Sylvia Blajwas Productive Aging Award Dinner, an annual event, was attended by 375 people. There, we shattered age-limiting stereotypes as we honored Kitty Kelley, America's best-selling investigative biographer. Together with "Washington Jewish Week," JCA published a bimonthly Senior Resources Guide that was sent to 10,000 families. JCA Today, our online newsletter, reached more than 5,000 households with information on JCA programs, volunteer opportunities, and ways individuals, governments and charitable groups can and do support our work. We had 3,200 followers of our Facebook page and hundreds who followed us on Twitter and LinkedIn. We used social media primarily to provide facts about aging well, resources to stimulate building bridges across generations, and inspirational stories about growing up and growing old. 1970347 509027 5023360 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 16 0 1 103 1 1 1 0 0 0 0 1 1 0 0 0 0 X 28 28 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MD VA NY FL DC X X Stephen Wolk 3012554200 12320 PARKLAWN DR ROCKVILLE MD 20852 Natalie Cantor President 4.00 X X 0 0 0 Jeffrey Lipson 1st Vice President 2.00 X X 0 0 0 Richard Galen 2nd Vice President 2.00 X X 0 0 0 Marion Kristal Goldberg 3rd Vice President 2.00 X X 0 0 0 Howard Gleckman Secretary 2.00 X X 0 0 0 Nancy Fiedelman Assistant Secretary 2.00 X X 0 0 0 Barry Hartzberg Treasurer 2.00 X X 0 0 0 Kenneth Simonson Assistant Treasurer 2.00 X X 0 0 0 Adrienne Mandel Parliamentarian 2.00 X X 0 0 0 Barbara Etkind Director 2.00 X 0 0 0 Lynn Friss Feinberg Director 2.00 X 0 0 0 Daniel Hodin Director 2.00 X 0 0 0 Debra Liverpool Director 2.00 X 0 0 0 Linda Rosenzweig Director 2.00 X 0 0 0 Ira Bartfield Director 2.00 X 0 0 0 Lorna Forde Director 2.00 X 0 0 0 Norman Goldstein Director 2.00 X 0 0 0 Vivien Hsueh Director 2.00 X 0 0 0 Donna Phillips Mason Director 2.00 X 0 0 0 Adele Winters Director 2.00 X 0 0 0 Phyllis Coburn Director 2.00 X 0 0 0 Debra Korth Director 2.00 X 0 0 0 James McMann Director 2.00 X 0 0 0 Susan Miller Director 2.00 X 0 0 0 Marvin Rosenberg Director 2.00 X 0 0 0 Jody Lish Director 2.00 X 0 0 0 Samuel G Kaplan Past President 1.00 X 0 0 0 Sheldon Grosberg Past President 1.00 X 0 0 0 David Gamse CEO 60.00 X 192661 0 13937 Stephen Wolk COO/CFO (from 02/17) 30.00 X 0 0 0 Richard Stanley COO/CFO (to 02/17) 60.00 X 106373 0 3243 Marilyn Gordon Assistant CEO 60.00 X 109254 0 3227 408288 0 20407 3 0 1 0 Ring House Corporation 1801 East Jefferson St Rockville MD 20852 Meals and facility rental 166483 O'Leary Asphalt Inc 9629 Doctor Perry Rd Ijamsville MD 21754 Paving & parking lot surfacing 108938 2 22371 2033747 1406195 134102 3462313 service & attendance 900099 1687805 1646189 41616 Productive Aging 900099 317000 317000 registration 900099 9625 9625 2014430 205 205 178776 337064 -158288 -158288 -158288 1087779 3550 1037449 0 50330 3550 53880 53880 Other Income 900099 1623 1623 1623 5374163 1972814 41616 -102580 490273 334900 90522 64851 2951885 2593671 244860 113354 68328 60318 4372 3638 150586 122801 19875 7910 265406 232905 19023 13478 45880 45880 16761 16761 27027 25864 1163 67373 55109 1204 11060 125043 121209 3028 806 860 585 126 149 578402 510617 45114 22671 18029 14976 2652 401 115016 112191 2687 138 15516 9021 6495 106857 106857 108164 101606 6558 Participant costs 211971 211971 Gas, Oil, Repairs 186527 186527 Printing and Postage 112694 92109 3865 16720 EXPENSE REIMBURSEMENT 104768 104768 33750 25355 4608 3787 5801116 5023360 517630 260126 92885 48397 445005 10788 134048 212104 426999 487904 35182 44849 9648729 2784224 6777329 6864505 1818488 1569820 18537 113014 9748473 9351381 635196 416564 109827 153377 4361374 4376596 542000 592000 5648397 5538537 X 2013631 1893076 565906 381734 1520539 1538034 4100076 3812844 9748473 9351381 -426953 139721 0 X X 0 1 X 1 1 1 X 2920113 3321731 3191412 3492606 3462313 16388175 2920113 3321731 3191412 3492606 3462313 16388175 208754 16179421 176150 177731 177524 178339 178981 888725 741 176 600 1125 1623 4265 17281165 7723047 0.93620 0.86370 X Schedule A, Part II, Line 10, Explanation of Other Income: Other Income - 2012 Amount: $ 741. 2013 Amount: $ 176. 2014 Amount: $ 600. 2015 Amount: $ 1,125. 2016 Amount: $ 1,623. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1822488 17495 173287 440450 1572820 1885174 24251 -11541 75396 1822488 1962864 6250 -15024 68916 1885174 1744184 10602 275578 67500 1962864 1633090 12250 164844 66000 1744184 0.97780 0.02220 0 0 1100000 1100000 6634756 1353591 5281165 709975 655945 54030 1203998 774688 429310 6864505 X 6542750 139721 708563 848284 5694466 16761 -337064 -320303 5374163 6829982 708563 337064 1045627 5784355 16761 16761 5801116 Part V, Line 4: Investment policy: JCA's investment objective is to provide a predictable stream of funding to the program and operations supported by its endowment while seeking to maintain 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 to reinvest some of the annual return. Part X, Line 2: JCA is generally exempt from federal and state income taxes under the provisions of Section 501(c)(3) of the Internal Revenue Code. In addition, JCA qualifies for charitable contribution deductions and has been classified as an organization that is not a private foundation. However, JCA is subject to income taxes on unrelated business income, as defined by the Internal Revenue Service. During the year ended June 30, 2017, JCA had no taxable unrelated business income and, accordingly, no provision for income taxes is required in the accompanying financial statements. Management evaluated JCA's tax positions and concluded that JCA had taken no uncertain tax positions that require adjustment to the financial statements to comply with the provisions of this guidance. JCA files income tax returns in the U.S. federal jurisdiction. Generally, JCA is no longer subject to income tax examinations by the U.S. federal, state or local tax authorities for the years before 2014. Part XI, Line 4b - Other Adjustments: rent expense reported on line 6b -337,064. Part XII, Line 2d - Other Adjustments: rent expense reported on line 6b 337,064. X X X X X 0 0 0 0 0 0 0 0 0 David Gamse CEO 190375 0 0 0 2286 0 5873 0 8064 0 206598 0 0 0 A Maryland Economic Development Corp 521376562 noneavail 2009-11-01 5270000 finance acquisition costs of a building 0 0 0 A 893404 5270000 5270000 2009 0 0 1 1 A 0 0 0 0 0 0 1 A 1 0 0 0 0 0 A 1 X 626 37618 Net Sales Proceeds X 1 96484 FMV 0 1 0 Part I, Line 32b: The organization reviews all non-standard contributions. Form 990, Part VI, Section B, line 11b UPON RECEIPT OF THE DRAFT 990, IT IS DISTRIBUTED TO THE CHIEF EXECUTIVE OFFICER, CHIEF OPERATING OFFICER, 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. 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). Form 990, Part XII, Line 2c: the process for overseeing the audit of the financial statements and selection of an independent accountant that audited the financial statements has been consistent with prior years. Form 990, Part I, line 6: Volunteers are required to sign in and log their time when performing tasks. The organization assembles the information for statistical reporting to donors, grantors, and decision-makers.