2018-01-23T03:33:27-06:00 2017-06-30 521511275 RAFFA PC 1899 L STREET NW SUITE 850 WASHINGTON DC 20036 990 2016-07-01 530205921 BENDER JCC OF GREATER WASHINGTON BEND 3018810100 6125 MONTROSE ROAD ROCKVILLE MD 20852 DEBRA COOPER CHIEF FINANCIAL OFFICER 3018810100 2018-01-23 1 FRANK H SMITH P00639053 2028225000 2018-01-22 207.238.152.33 2018-01-23 04:33:13 ES P FFA2BC33170E4325356C19B39EDBBFEB056B45D7 00B909740C8DE27EAB8FBBBA182AAC5ED40AC9A9 2016 2021-01-29 14:40:06Z MICHAEL FEINSTEIN 6125 MONTROSE ROAD ROCKVILLE MD 20852 16268705 0 X WWW.BENDERJCCGW.ORG X 1923 DC PROVIDES SOCIAL, EDUCATIONAL, CULTURAL & RECREATIONAL PROGRAMS ROOTED IN JEWISH VALUES. 34 34 583 923 12625 -1500 9840582 3567525 8277242 8674219 139465 509860 60694 -30648 18317983 12720956 120551 123064 0 0 7529280 8911120 0 0 745714 5324469 5647372 12974300 14681556 5343683 -1960600 33653899 34936097 15152355 15372067 18501544 19564030 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 4462831 72265 2841306 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. 3368258 36964 2979078 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 FY17, 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. 2476370 13075 2535421 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 FY17, OVER 667 CAMPERS ATTENDED ONE OR MORE OF OUR THREE SUMMER SESSIONS. THE CAMP THEME FOR THE SUMMER WAS "EVERY SUMMER HAS A STORY ... CAMP JCC 2017". 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. 1512269 0 235511 ADULT SERVICES 680572 760 86654 SPECIAL NEEDS 2192841 760 322165 12500300 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 67 0 1 583 1 1 1 0 0 0 0 1 1 0 0 0 0 X 34 34 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 FELICIA K GOTTDENKER BOARD CHAIR 10.00 X X 0 0 0 HEIDI HOOKMAN BRODSKY BOARD CHAIR ELECT 10.00 X X 0 0 0 HELEN RUBIN CHAIR, ADMIN. AND FIN./TREASURER 10.00 X X 0 0 0 NEIL GURVITCH GENERAL COUNSEL 10.00 X X 0 0 0 MATTHEW WEINBERG ASSISTANT TREASURER 10.00 X X 0 0 0 ANDREW CHOD SECRETARY 10.00 X X 0 0 0 BRIAN GAINES ASSISTANT SECRETARY 10.00 X X 0 0 0 LISA GUNTY 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 ADAM POLSKY CHAIR,MEMBERSHIP AND PROGRAMMING 10.00 X X 0 0 0 BRENT BERGER MD BOARD MEMBER 5.00 X 0 0 0 MINDY BERGER BOARD MEMBER 5.00 X 0 0 0 ROBERT I BLACK BOARD MEMBER 5.00 X 0 0 0 NATHAN BORTNICK BOARD MEMBER 5.00 X 0 0 0 ANDREW BRIDGE 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 TOBY GOTTESMAN 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 RANDI K MEYROWITZ BOARD MEMBER 5.00 X 0 0 0 JILL MYERS BOARD MEMBER 5.00 X 0 0 0 CANDACE OURISMAN 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 ANDREW P SHULMAN BOARD MEMBER 5.00 X 0 0 0 DALE SINGER BOARD MEMBER 5.00 X 0 0 0 BRADLEY C STILLMAN BOARD MEMBER 5.00 X 0 0 0 MAURICE MAC VERSTANDIG BOARD MEMBER 5.00 X 0 0 0 THE HON JEFF WALDSTREICHER BOARD MEMBER 5.00 X 0 0 0 SHARON ZISSMAN BOARD MEMBER 5.00 X 0 0 0 MICHAEL FEINSTEIN CHIEF EXECUTIVE OFFICER 65.00 X 236466 0 26521 DEBRA COOPER CHIEF FIN. OFFICER - AS OF 08/2016 65.00 X 38367 0 5246 RUTH CARSKI CFO UNTIL 03/2016, CONSULTANT - UNTIL 01/2017 65.00 X 117740 0 18200 AMY GANTZ CHIEF OPERATING OFFICER 65.00 X 117884 0 871 510457 0 50838 3 0 1 0 JAMES G DAVIS CONSTRUCTION 2001 M STREET NW WASHINGTON DC 20036 CONSTRUCTION 5106614 HEBREW HOME OF GREATER WASHINGTON 6121 MONTROSE ROAD ROCKVILLE MD 20852 MAINTENANCE & OTHER OPERATIONS 771273 AMERICAN POOL INC 9305 GERWIG LANE SUITE E COLUMBIA MD 21046 SWIMMING POOL MANAGEMENT 347970 GALI SERVICE INDUSTRIES INC 6931 ARLINGTON RD SUITE B BETHESDA MD 20814 CLEANING & HOUSEKEEPING SERVICES 339865 COUGHLIN TRANSPORTATION 7961 QUEENAIR DRIVE GAITHERSBURG MD 20879 TRANSPORTATION SERVICES 228775 10 13167 496223 396194 2661941 152998 3567525 PROGRAM FEES 900099 6241725 6241725 MEMBERSHIP DUES 900099 2181118 2181118 RENTAL INCOME 900099 251376 251376 8674219 148615 148615 3722445 3361200 361245 361245 361245 50565 496223 154157 -103592 -103592 18395 2270 16125 16125 33873 30122 3751 3751 MISCELLANEOUS 900099 40443 40443 ADVERTISING 541800 12625 12625 53068 12720956 8677970 12625 462836 123064 123064 402496 174865 154199 73432 5866154 5037249 556103 272802 1695796 1472744 132675 90377 492409 401251 57927 33231 454265 379681 45860 28724 4138 3665 473 88004 88004 59423 52823 4645 1955 373426 316194 57232 202945 155048 12982 34915 327779 252371 47932 27476 184317 154539 18358 11420 1709888 1593449 56375 60064 405809 404560 1249 57948 38154 17267 2527 235704 220080 7026 8598 934644 873748 27693 33203 68165 63777 1891 2497 PROGRAM SUPPLIES 633620 600575 26956 6089 RENTAL/MAINT. EQUIP 216128 130661 28245 57222 MEMBERSHIP DUES 102547 9824 92343 380 DISPOSAL-FIXED ASSETS 42887 41978 107 802 14681556 12500300 1435542 745714 2872146 1881282 519019 619921 9104463 6744937 22258 74797 190112 307025 28978327 11603687 13165079 17374640 3501829 3770138 4069236 4163357 209757 0 33653899 34936097 1602935 771221 2040329 2062364 6380156 9784447 5128935 2754035 15152355 15372067 X 5504446 10714597 6215216 2024606 6781882 6824827 18501544 19564030 33653899 34936097 X -1960600 264014 2759072 X 0 1 X 1 0 X 3552323 4971692 5719446 9840582 3567525 27651568 3552323 4971692 5719446 9840582 3567525 27651568 6293498 21358070 100482 103285 147363 137045 148615 636790 88220 49263 63855 57646 40443 299427 28587785 41128854 0.74710 0.74060 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2012 AMOUNT: $ 88,220. 2013 AMOUNT: $ 49,263. 2014 AMOUNT: $ 63,855. 2015 AMOUNT: $ 52,751. 2016 AMOUNT: $ 40,443. GAIN ON DISPOSAL OF FIXED ASSETS - 2012 AMOUNT: $ 0. 2013 AMOUNT: $ 0. 2014 AMOUNT: $ 0. 2015 AMOUNT: $ 4,895. 2016 AMOUNT: $ 0. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8081110 42945 593383 400478 24761 8292199 8202708 363696 -67544 395230 22520 8081110 8421207 58942 127401 382357 22485 8202708 7920089 78512 803300 358407 22287 8421207 7589099 -23052 725064 353540 17482 7920089 0.07330 0.82300 0.10370 1 0 27079789 10065882 17013907 513322 329808 183514 1385216 1207997 177219 17374640 UNITED JEWISH ENDOWMENT FUND 4163357 F 4163357 CAPITAL LEASE OBLIGATIONS 71994 ACCRUED PENSION OBLIGATION 2538607 DEPOSITS PAYABLE 122650 DEFERRED COMPENSATION 20784 2754035 X 13076454 264014 1100 90384 355498 12720956 0 12720956 14773040 1100 90384 91484 14681556 0 14681556 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, 2017, 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 90,384. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 90,384. DINNER OF CHAMPIONS 356502 319622 36880 319 45554 40444 28613 SPRING EVENT 190286 176601 13685 381 19616 895 18335 546788 496223 50565 700 45554 60060 895 46948 154157 -103592 18395 2270 0 18395 2270 2270 16125 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 123064 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 236466 0 0 0 0 0 24000 0 2521 0 262987 0 0 0 X 4071 152998 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 IN ADDITION TO BOARD MEMBERS, ANDREW CHOD AND RANDI K. MEYROWITZ. 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: UNRECOGNIZED ACTUARIAL GAIN ON PENSION PLAN 2,759,072.