2015-02-25T14:15:51-06:00 2014-06-30 420714325 MCGLADREY LLP 1861 INTERNATIONAL DRIVE SUITE 400 MCLEAN VA 22102 990 2013-07-01 520983740 JEWISH COUNCIL FOR THE AGING OF GREATER WASHINGTON INC JEWI 3012554200 12320 PARKLAWN DR ROCKVILLE MD 20852 DAVID GAMSE CHIEF EXECUTIVE OFFICER 3012554200 2015-02-25 1 YONG ZHANG CPA P01249785 7033366400 2013 2016-02-25 16:41:14Z DAVID GAMSE 12320 PARKLAWN DR ROCKVILLE MD 20852 5446113 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. 29 29 201 816 79145 -283402 2920113 3321731 1182181 1264770 79647 85344 -40979 -122033 4140962 4549812 0 0 0 0 3068095 2901518 0 0 254355 1371800 1654210 4439895 4555728 -298933 -5916 10099361 9807313 5608427 5108942 4490934 4698371 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 968162 5065 SENIOR EMPLOYMENT PROGRAMSTHE JOBSEEKERS WE SERVED THROUGH OUR SENIOR COMMUNITY SERVICE EMPLOYMENT PROGRAM CAME FROM EVERY PART OF THE GLOBE TO MAKE THEIR HOMES IN MONTGOMERY AND FREDERICK COUNTIES. SOME WERE FRAIL, MOST WERE HARDY. ALL WERE 55 OR OLDER AND TRYING TO SURVIVE IN OUR EXPENSIVE AREA AT INCOMES THAT WERE AT OR BELOW 125 PERCENT OF THE FEDERAL POVERTY LINE. THEY SHARED A PASSION TO GET A PAYCHECK AND GET OFF WELFARE. THAT, HOWEVER, WAS EASIER SAID THAN DONE. THE OBSTACLES WERE DAUNTING AND INCLUDED HOMELESSNESS, AGE DISCRIMINATION, FAMILY PROBLEMS, LANGUAGE SKILLS, ILLNESS, DISABILITY.WE NOT ONLY COMFORTED 137 JOBSEEKERS THIS YEAR. WE ALSO ARMED THEM WITH EFFECTIVE JOB-SEARCH TECHNIQUES AND WAGES. THANKS TO THE U.S. DEPARTMENT OF LABOR AND JCA'S GENEROUS FRIENDS, WE WERE ABLE TO COMPENSATE EACH JOBSEEKER AT MINIMUM WAGE FOR ABOUT 20 HOURS OF ON-THE-JOB TRAINING EACH WEEK. THAT WAGE SEEMED HEAVEN-SENT NOT ONLY TO OUR STRUGGLING PROGRAM PARTICIPANTS BUT ALSO TO THEIR SHORT-STAFFED HOST AGENCIES -- CHARITIES AND GOVERNMENT OFFICES THAT BENEFITTED FROM EACH TRAINEE'S EVER-EXPANDING SKILL SET.DURING FISCAL YEAR 2014, OUR TRAINEES PROVIDED A TOTAL OF 65,886 HOURS OF COMMUNITY SERVICE AT 42 ORGANIZATIONS THAT INCLUDED B'NAI B'RITH HOMECREST HOUSE, THE MARYLAND MOTOR VEHICLE ADMINISTRATION, THE NATIONAL INSTITUTES OF HEALTH AND JCA. THAT WORK WAS WORTH $537,651. WE HELPED PLACE NINE OF THOSE DETERMINED MEN AND WOMEN IN REGULAR, PAID JOBS THROUGH WHICH THEY EARNED AN AVERAGE OF $11 AN HOUR FOR 24 HOURS OF WEEKLY WORK.THE 50+ EMPLOYMENT EXPOS THAT WE HELD IN BETHESDA AND FAIRFAX SERVED AN ASTOUNDING 4,167 JOBSEEKERS, WHO MET WITH 128 EXHIBITORS AND ATTENDED 30 WORKSHOPS. ONE HUNDRED AND THIRTY-EIGHT VOLUNTEERS PROVIDED HANDS-ON SUPPORT, AND THAT INCLUDED FREE RESUME REVIEWS AND HELP WITH CYBER-SEARCHING FOR JOBS.JOBSEEKERS, EMPLOYERS, ELECTED OFFICIALS AND EDUCATORS PRAISED THE EXPOS, AS DID THE FAIRFAX COUNTY OFFICE OF PUBLIC PRIVATE PARTNERSHIPS (OP3), WHICH HONORED JCA FOR COLLABORATING WITH AARP, SENIOR EMPLOYMENT RESOURCES, THE SKILLSOURCE GROUP AND OTHERS AND "FOR CONTRIBUTING TO THE QUALITY OF LIFE IN FAIRFAX COUNTY." (AND THIS WAS THE SECOND OP3 AWARD THAT JCA RECEIVED THIS YEAR!)AT THE BETHESDA EVENT, HOWEVER, JCA WAS THE AWARDS-GIVER. WITH THE MONTGOMERY COUNTY DEPARTMENT OF ECONOMIC DEVELOPMENT AND WORKFORCE INVESTMENT BOARD, WE PRESENTED EXPERIENCE COUNTS AWARDS TO THE NATIONAL INSTITUTES OF HEALTH, SANDY SPRING BANK AND ADVENTIST HEALTHCARE WHILE SPOTLIGHTING SUCH AGE-SMART STRATEGIES AS FLEXIBLE WORK OPTIONS, ELDERCARE REFERRALS AND SEMINARS, AND MANAGEMENT TRAINING ON GENERATIONAL DIFFERENCES.JCA WILL, OF COURSE, ASSESS THE 2014 EXPOS' EFFECTIVENESS IN HELPING OLDER ADULTS FIND WORK. YET WE ALREADY HAVE HIGH HOPES BECAUSE THE IMPACT OF OUR 2013 EXPO WASN'T JUST HEARTWARMING; IT HAD REAL ECONOMIC IMPACT. AN ESTIMATED 1,287 OLDER JOBSEEKERS FOUND JOBS WITHIN SIX MONTHS OF THEIR EXPO ATTENDANCE, AND THAT NUMBER IS PARTICULARLY TELLING BECAUSE MOST OF THOSE ATTENDEES HAD BEEN UNEMPLOYED FOR 24-48 MONTHS. NINETY-EIGHT PERCENT OF THE 3,575 ATTENDEES IN 2013 GAVE THE EVENT HIGH MARKS.MANY OLDER WORKERS, HOWEVER, FIND THEY NEED INTENSIVE, SPECIALIZED SUPPORT. JCA HELPED THEM, TOO, AND WE DID SO WITH AWARD-WINNING SUCCESS.EIGHTY-THREE PROFESSIONALS WITH EXPERTISE IN GRANT-MAKING AND JEWISH COMMUNAL LIFE SELECTED THE JEWISH COUNCIL FOR THE AGING'S CAREER GATEWAY PROGRAM FROM AMONG HUNDREDS OF FINALISTS FOR INCLUSION IN THE SLINGSHOT GUIDE'S SUPPLEMENT FOR WOMEN AND GIRLS. WHAT ESPECIALLY IMPRESSED SLINGSHOT (A GUIDE FOR PHILANTHROPISTS BY PHILANTHROPISTS) WAS HOW JCA ADDRESSED THE UNIQUE JOB-SEARCH CHALLENGES OF MIDLIFE AND OLDER WOMEN. MANY LOSE SELF-CONFIDENCE AFTER EXPERIENCING THE DOUBLE WHAMMY OF GENDER AND AGE DISCRIMINATION TIME AND AGAIN, SO WE DEVELOPED SPECIALIZED CURRICULA AND MATERIAL TO HELP THEM. THEY DO! THIRTY HOURS OF CLASSROOM INSTRUCTION AND THE UNFLINCHING SUPPORT OF VOLUNTEER MENTORS CHANGED LIVES.EVERY GATEWAY CLIENT WAS 50-PLUS, AND MOST OF THE 55 MEN AND WOMEN WE SERVED IN FY 2014 HAD BEEN UNEMPLOYED FOR ONE TO TWO YEARS. YET WITHIN 12 WEEKS OF GRADUATION, MORE THAN HALF OF OUR GRADUATES WHO WERE STILL LOOKING FOR WORK FOUND IT. MANY PARTICIPATED IN OUR NEWLY FORMED JOB CLUBS THAT MET TWICE AFTER GRADUATION. A NINE-MEMBER EMPLOYER ADVISORY BOARD CONTINUOUSLY HELPED US TO IMPROVE THE PROGRAM. 1161519 485459 TRANSPORTATION PROGRAMSFOR FOUR DECADES, JCA'S WHEELCHAIR-ACCESSIBLE ELDERBUSES HAVE TRAVERSED THE NATIONAL CAPITAL REGION, TRANSPORTING OLDER ADULTS WHO CANNOT OR SHOULD NOT DRIVE TO ESSENTIAL DESTINATIONS. FISCAL YEAR 2014 WAS NO EXCEPTION. THIS YEAR, HOWEVER, WE EXPANDED OUR FLEET AND SERVICE AS WE HADN'T BEEN ABLE TO DO IN YEARS. IN JANUARY, WE BEGAN HELPING SCORES OF OLDER PASSENGERS TRAVEL SAFELY TO AND FROM FIVE MONTGOMERY COUNTY SENIOR CENTERS -- DAMASCUS, HOLIDAY PARK, LONG BRANCH, MARGARET SCHWEINHAUT AND WHITE OAK WHERE THEY PARTICIPATED IN A WIDE RANGE OF RECREATIONAL ACTIVITIES AND ACCESSED IMPORTANT HEALTH SERVICES, TOO, INCLUDING NUTRITION GUIDANCE, FALLS PREVENTION EDUCATION AND HEALTH SCREENINGS. IN THE FIRST SIX MONTHS OF OPERATION, OUR SHUTTLE BUSES TRAVELED 25,596 MILES AND PROVIDED 8,615 RIDES TO AND FROM THE CENTERS.TO OUR DELIGHT, OUR ROSE AND HAROLD KRAMER CENTER ON TRANSPORTATION WAS ABLE TO HELP MONTGOMERY COUNTY IN OTHER NEW WAYS, TOO. FOR EXAMPLE: WE RAN A DAILY SHUTTLE FOR THE MONTGOMERY COUNTY HOMELESS SHELTER OVERFLOW SITE IN SILVER SPRING, RUNNING IT EVERY DAY AT 6:30 A.M., SEVEN DAYS A WEEK, FROM NOVEMBER THROUGH MARCH REGARDLESS OF WEATHER.THE JCA FLEET GREW TO 13 VEHICLES. IN CELEBRATION, WE DECORATED OUR TWO NEW BUSES WITH COLORFUL PICTURES OF SMILING SENIORS. BE ON THE LOOKOUT FOR THEM! YET KNOW THAT THE PICTURES ONLY HINT AT OUR PASSENGERS' JOY. "IT'S PARADISE," SAID ONE BUS RIDER TO DESCRIBE TRAVELING IN THE COMMUNITY SHE LOVES WITH FELLOW TRAVELERS WHO HAVE BECOME A SECOND FAMILY.ALL TOLD, OUR BUSES TRAVELED 98,981 MILES THIS YEAR, AND MADE 36,091 PASSENGER TRIPS. THAT TRANSPORTATION IS VALUED AT $1,362,368...AND BY HUGS AND HIGH-FIVES AMONGST THE PASSENGERS AND OUR TRAINED, COMPASSIONATE DRIVERS. BUT WHAT HAPPENS WHEN OUR BUSES CANNOT SERVE AN OLDER ADULT OR FAMILY CAREGIVER WITH TRANSPORTATION NEEDS? HOW DO VULNERABLE SENIORS FIND SAFE AND AFFORDABLE RIDES? HOW CAN TRANSPORTATION PROVIDERS DO A BETTER JOB OF SERVING OLDER ADULTS? THE ANSWERS LIE IN MOBILITY MANAGEMENT - PLANNING WISELY AND MAKING THE VERY BEST USE OF RESOURCES. THROUGH THE CONNECT-A-RIDE TRANSPORTATION RESOURCE CENTER, JCA HAS BECOME A MOBILITY MANAGEMENT GURU.OUR CONNECT-A-RIDE INFORMATION & MOBILITY SPECIALISTS, EACH OF WHOM IS CERTIFIED BY THE ALLIANCE OF INFORMATION & REFERRAL SERVICES, HELPED 2,608 CLIENTS GET WHERE THEY NEEDED OR WANTED TO GO. WE ALSO OFFERED RIDE SMART WORKSHOPS -- A COMBINATION OF CLASSROOM INSTRUCTION AND REAL-WORLD GROUP EXCURSIONS ON METRO TO EMPOWER SENIORS AND DISABLED ADULTS OF ALL AGES TO USE PUBLIC TRANSIT. WHAT A DELIGHT IT WAS TO PRESENT EACH OF OUR 78 GRADUATES WITH A SENIOR SMARTTRIP CARD!OUR ESCORTED TRANSPORTATION PILOT PROJECT IS NOW IN ITS SECOND YEAR. ITS STAFF ARRANGED AND PAID FOR TRANSPORTATION FOR 125 LOW-INCOME, DISABLED SENIORS, AND EACH MONTH THEY ARRANGED AN AVERAGE OF 50 SPECIALIZED RIDES FOR THOSE WHO OTHERWISE WOULD HAVE BEEN HOMEBOUND, UNABLE TO KEEP THEIR DOCTORS' APPOINTMENTS, REACH THE PHARMACY OR VISIT FRIENDS. OUR VULNERABLE CLIENTS, HOWEVER, RECEIVED FAR MORE THAN TRANSPORT; THEY BENEFITTED FROM HANDS-ON ASSISTANCE GETTING IN AND OUT OF THEIR HOMES AND IN AND OUT OF VEHICLES. THE DRIVER/ESCORTS STAYED WITH THEM WHEN THEY REACHED THEIR DESTINATIONS AND THEN ACCOMPANIED THEM HOME AGAIN. OUR GETTING ALL AROUND THE COUNTY PROJECT WORKED IN PARTNERSHIP WITH MONTGOMERY COUNTY GOVERNMENT TO INCREASE THE AWARENESS OF TRANSPORTATION OPTIONS AVAILABLE TO OLDER ADULTS AND ADULTS WITH DISABILITIES. IT ALSO RECOMMENDED WAYS TO IMPROVE AND EXPAND SERVICES.AND THE TRANSPORTATION PROVIDERS ROUNDTABLE, FOUNDED BY JCA AND LED BY OUR DIRECTOR OF MOBILITY MANAGEMENT, PROVIDED A FORUM THROUGH WHICH TRANSPORTATION PROVIDERS IDENTIFIED NEEDS AND SHARED BEST PRACTICES.IN THE WINGS ARE TWO COLLABORATIVE PROGRAMS DESIGNED TO IMPROVE THE NUMBER AND QUALITY OF VOLUNTEER-PROVIDED RIDES BY THE SHARING OF BEST PRACTICES, THE USE OF WEB-BASED SCHEDULING SOFTWARE, AND THE COOPERATIVE WORK OF HUMAN SERVICE ORGANIZATIONS AND FUNDERS THAT ARE COMMITTED TO HELPING LOCAL SENIORS AGE WELL. OUR VILLAGERIDES PROGRAM, WHICH WE OPERATE COLLABORATIVELY WITH THE SENIOR CONNECTION, GOT UNDERWAY FOR MONTGOMERY-BASED "VILLAGES" -- NEIGHBORHOOD ORGANIZATIONS CREATED TO HELP THEIR RESIDENTS LIVE WELL AND "AGE IN PLACE." THE NV RIDES PROGRAM, ON THE OTHER HAND, WILL START SERVICE IN FISCAL YEAR 2015. IT WILL ASSIST NOT ONLY VILLAGES, BUT ALSO OTHER VOLUNTEER DRIVER PROGRAMS IN FAIRFAX COUNTY AND NEIGHBORING JURISDICTIONS. TO THAT END, WE WORKED WITH THE JEWISH COMMUNITY CENTER OF NORTHERN VIRGINIA AND A DIVERSE CADRE OF OTHER LIKE-MINDED ORGANIZATIONS TO PLAN A PROGRAM THAT MAY BECOME A NATIONALLY REPLICABLE MODEL. 755537 395503 ADULT DAY PROGRAMSIMAGINE A LICENSED, STATE-CERTIFIED PROGRAM FOR SENIORS WHO ARE DEALING WITH COGNITIVE OR PHYSICAL CHALLENGES (OR BOTH, AS THEY OFTEN ARE). IMAGINE RECEIVING HEALTH MONITORING AND NURSING CARE IN A WARM, FRIENDLY, SUPPORTIVE SETTING, NOT A STERILE MEDICAL OFFICE. IMAGINE A DAY THAT INCLUDES MORNING COFFEE WITH FRIENDS, A HOT KOSHER LUNCH, FIELD TRIPS, ARMCHAIR EXERCISES, STIMULATING DISCUSSIONS AND VISITING ENTERTAINMENT. OUR ALBERT & HELEN MISLER ADULT DAY CENTER IN ROCKVILLE OFFERS ALL THOSE THINGS AND MORE, THANKS TO A COMPASSIONATE, PROFESSIONAL STAFF OF NURSES, SOCIAL WORKERS, ACTIVITY SPECIALISTS AND PERSONAL CARE AIDES. THE STAFFING RATIO THERE IS ONE TO FOUR, AND THAT IS FAR MORE STAFF THAN THE STATE OF MARYLAND REQUIRES OF A MEDICAL CENTER SUCH AS OURS. IN FY14, THE MISLER CENTER SERVED 111 VULNERABLE SENIORS WHILE PROVIDING FAMILY MEMBERS WITH 6,827 DAYS OF RESPITE FROM CAREGIVING. WE WOULD LIKE TO SERVE EVEN MORE.A STRATEGIC MARKETING STUDY OF THE MEDICAL ADULT DAY CENTERS OF JCA, IONA SENIOR SERVICES AND THE DOWNTOWN D.C. CLUSTERS RESULTED IN AN ACTION PLAN THAT COULD RAISE CAREGIVERS' AWARENESS OF ADULT DAY PROGRAMS. WE READILY PROCEEDED TO TEST THE BEST IDEAS. COMPASS, A CONSULTING ORGANIZATION, PROVIDED THE STUDY PRO BONO, UTILIZING THE TALENTS OF DIVERSE BUSINESS EXECUTIVES. 168866 97410 SAMUEL J. GORLITZ KENSINGTON CLUBTHE SAMUEL GORLITZ KENSINGTON CLUB IS OUR SOCIAL (NON-MEDICAL) DAY PROGRAM. IT OFFERS ACTIVITIES, FRIENDSHIP AND COPING SKILLS FOR PEOPLE IN THE EARLY STAGES OF MEMORY LOSS. IN A CLOSE-KNIT, INTIMATE CLUB SETTING, MEMBERS ENJOY STIMULATING COGNITIVE AND PHYSICAL PROGRAMS WHILE FAMILY MEMBERS GET A MUCH-NEEDED BREAK. THIS YEAR, 38 "KC" MEMBERS BENEFITED FROM THE PROGRAM, ENJOYING FIELD TRIPS AND CURRENT-EVENTS DISCUSSIONS, MEMORY-ENHANCING GAMES, MUSIC AND DANCE, SPEAKERS, ART CLASSES, AND DINING WITH FRIENDS. THEY EVEN HELD AN INTERGENERATIONAL ART SHOW OUR VERY FIRST -- IN COLLABORATION WITH OUR OWN INTERAGES CENTER AND ARTS FOR THE AGING, A FELLOW PHILANTHROPY THAT IS HEADQUARTERED ON THE SECOND FLOOR OF THE ANN L. BRONFMAN CENTER, OUR HEADQUARTERS. 472373 281083 INFORMATION, EDUCATION, AND OUTREACH PROGRAMSWE LOVE TO "PLAY IT FORWARD," ENABLING GOOD DEEDS TO MULTIPLY. ONLINE, IN PRINT AND IN MEETINGS, THE JEWISH COUNCIL FOR THE AGING HELPED OLDER ADULTS AND FAMILY CAREGIVERS FIND ESSENTIAL SENIOR SERVICES, INCLUDING HOUSING, HOME CARE, RECREATION AND MORE.UNQUESTIONABLY, THE JCA WEBSITE AT ACCESSJCA.ORG WAS THE NUMBERS CHAMP. THIS YEAR, IT ATTRACTED 2.1 MILLION HITS FROM AN INTERNATIONAL AUDIENCE. AMONG ITS MOST POPULAR PAGES WERE LAND A JOB AND JOB OPENINGS (WHICH TOGETHER GARNERED 57,944 HITS), FIND A HELPING HAND (29,432), ABOUT US (26,958) AND GENERAL INFORMATION ABOUT PROGRAMS (26,251). OUR AGING Q&A PAGE, WHICH CONTAINS RESOURCES FOR AGING WELL, HAD 18,326 HITS, AND OUR LINKS TO OTHER ORGANIZATIONS PAGE HAD 16,596. SOCIAL MEDIA PLAYED A LARGER-THAN-EVER ROLE IN JCA'S WORLD. BY JUNE 30, 2014, 442 PEOPLE HAD LIKED THE JCA FACEBOOK PAGE (FB.COM/ACCESSJCA). HUNDREDS SOMETIMES THOUSANDS OF PEOPLE VISITED THE PAGE WEEKLY TO SEE PHOTOS, VIDEOS, ARTICLES AND NEWS ITEMS.EIGHT HUNDRED AND EIGHTY-SIX STUDENTS AGE 50+ TURNED TO US TO LEARN MORE ABOUT ONLINE RESOURCES, WORD PROCESSING AND OTHER TECHNOLOGY TOPICS. THEY REGISTERED FOR 176 COURSES AT OUR SENIORTECH COMPUTER TRAINING CENTERS, NOW IN FIVE LOCATIONS THROUGHOUT THE AREA LANDMARK MALL (ALEXANDRIA), ASBURY METHODIST VILLAGE (GAITHERSBURG), THE JCA ANN L. BRONFMAN CENTER (ROCKVILLE) AND NEW THIS YEAR -- WITHIN THE MICROSOFT STORES OF PENTAGON CITY (ARLINGTON) AND TYSON'S CORNER (MCLEAN). DEDICATED VOLUNTEERS PRESENTED 1,235 CLASSROOM HOURS OF INSTRUCTION AND CONTRIBUTED 6,098 HOURS OF SERVICE.IN COLLABORATION WITH WASHINGTON JEWISH WEEK, WE PUBLISHED QUARTERLY SENIOR RESOURCES GUIDES ON TOPICS THAT RANGED FROM HEALTH TO FINANCES, DISTRIBUTING PRINTED COPIES AT EXPOS AND IN THE NEWSPAPER WHILE MAKING DOWNLOADABLE EXCERPTS AND FULL EDITIONS AVAILABLE FREE VIA OUR WEBSITE. OUR ACCESSJCA PRINT NEWSLETTER, WHICH WE DISTRIBUTED QUARTERLY TO NEARLY 7,000 HOUSEHOLDS, AND OUR JCA TODAY ONLINE NEWSLETTER, WHICH WE EMAILED TO THOUSANDS MORE, ENABLED US TO COMMUNICATE WITH SUPPORTERS, POTENTIAL SUPPORTERS AND THOSE IN NEED. YET MANY PEOPLE NEED HIGHLY PERSONALIZED INFORMATION FROM TRAINED, CARING PROFESSIONALS. THE ROSE BENTE LEE SENIOR HELPLINE AND STEVEN M. REICH HOMECARE RESOURCE CENTER REMAINED CORE JCA SERVICES, HELPING CALLERS FIND HOUSING AND CHORE SERVICES, PUBLIC BENEFITS, EMPLOYMENT ASSISTANCE AND MORE. VOLUNTEERS PROVIDED 1,789 HOURS OF ASSISTANCE, RESEARCHING SPECIAL REQUESTS, COMPILING SPECIALIZED INFORMATION AND OFFERING A FRIENDLY VOICE TO THOSE WHO DESPERATELY NEEDED TO HEAR ONE.OUR 21ST ANNUAL SYLVIA BLAJWAS PRODUCTIVE AGING AWARD DINNER PROCLAIMED THAT ABILITY IS AGELESS WHILE RAISING ESSENTIAL FUNDS TO SUPPORT JCA PROGRAMS YEAR ROUND. AT THE EVENT, WE PRESENTED THE 2014 PRODUCTIVE AGING AWARD TO SALLY QUINN (AUTHOR, BLOGGER AND JOURNALIST FOR THE WASHINGTON POST), AND WE PRESENTED THE 2014 HUMANITARIAN AWARD TO THE HONORABLE SIDNEY KRAMER (BUSINESSMAN, PHILANTHROPIST AND RETIRED LAWMAKER). A CAPACITY CROWD ATTENDED THE GALA AT WASHINGTON HEBREW CONGREGATION. 288199 250 INTERGERNERATIONAL PROGRAMSNEARLY THREE DECADES AGO, AUSTIN HEYMAN ESTABLISHED AND LED WHAT IS TODAY THE JCA HEYMAN INTERAGES CENTER. HE REMAINS A STATESMAN OF NATIONAL RENOWN IN THE INTERGENERATIONAL FIELD. THUS, IT IS NOT SURPRISING THAT NATIONAL, STATE AND LOCAL LEADERS JUMPED AT THE OPPORTUNITY TO HELP JCA HONOR HIM WITH THE MARGARET CUTLER INTERGENERATIONAL LEADERSHIP AWARD OF 2014.DURING THIS FISCAL YEAR, 264 MEN AND WOMEN AGE 50 AND OLDER DONATED 6,607 HOURS OF SKILLED AND COMPASSIONATE VOLUNTEER SERVICE THROUGH THE HEYMAN CENTER, MENTORING AND TUTORING 651 AT-RISK CHILDREN TO IMPROVE THEIR LITERACY, SELF-CONFIDENCE AND SENSE OF RESPONSIBILITY. SIMULTANEOUSLY, OUR AMAZING VOLUNTEERS EXPANDED THE CHILDREN'S WORLDVIEW AND PROVED THAT COMPASSION AND ABILITY ARE NOT LIMITED BY AGE.YOUNGSTERS SERVED AS INTERGENERATIONAL VOLUNTEERS, TOO! THIS YEAR, 359 OF THEM BEFRIENDED 264 FRAIL AND VULNERABLE ELDERS.WHAT WONDERS OUR VOLUNTEERS ACCOMPLISHED! FOR EXAMPLE: 40 OLDER VOLUNTEERS BROUGHT THE INTERAGES GRANDREADERS PROGRAM TO FIVE MONTGOMERY COUNTY PUBLIC LIBRARIES, READING EACH WEEK DURING THE SUMMER TO CHILDREN IN KINDERGARTEN THROUGH SECOND GRADE. MEANWHILE, OUR WORDS OF WISDOM PILOT PROGRAM ENABLED HIGH-SCHOOL SENIORS AND JUNIORS TO LEARN HISTORY FIRST-HAND FROM WORLD WAR II VETERANS. THOSE STUDENTS CREATED VIDEO DIARIES OF LESSONS SHARED AND LEARNED, AND THEN PRODUCED DVDS THAT HAVE BECOME TREASURED POSSESSIONS OF THE VETS, THEIR FAMILIES, THEIR FRIENDS AND, OF COURSE, THE STUDENTS, TOO. WE THANK BBYO (A MEMBERSHIP ORGANIZATION FOR JEWISH TEENS) AND CHARLES E. SMITH LIFE COMMUNITIES' RING HOUSE, REVITZ HOUSE AND LANDOW HOUSE FOR CO-SPONSORING WITH US OUR SECOND ANNUAL SENIOR PROM. IN ADDITION, WE THANK THE JEWISH FEDERATION OF GREATER WASHINGTON FOR MAKING OUR PROM A PART OF GOOD DEEDS DAY 2014, AN INTERNATIONAL DAY OF COMMUNITY SERVICE.THIS YEAR, WE DISTRIBUTED THE INAUGURAL ISSUE OF OUR INTERGENERATIONAL RESOURCE CENTER'S E-NEWSLETTER TO 2,800 PEOPLE IN THE GREATER D.C. AREA TO HELP PROFESSIONALS AND ORGANIZATIONS LEARN FROM OUR SUCCESS IN BUILDING AGE-INTEGRATED COMMUNITIES. 929438 378743 3814656 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 10 0 1 201 1 1 1 0 0 0 0 1 1 0 0 0 0 X 29 29 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 1 0 MD VA NY FL DC X RICHARD K STANLEY COO 3012554200 12320 PARKLAWN DR ROCKVILLE MD 20852 SHELDON GROSBERG PRESIDENT 6.00 X X 0 0 0 KENNETH SIMONSON FIRST VICE PRESIDENT 5.00 X X 0 0 0 NATALIE CANTOR SECOND VICE PRESIDENT 4.00 X X 0 0 0 ADRIENNE MANDEL THIRD VICE PRESIDENT 3.00 X X 0 0 0 MARVIN ROSENBERG SECRETARY 3.00 X X 0 0 0 NANCY FIEDELMAN ASSISTANT SECRETARY 3.00 X X 0 0 0 JEFFREY LIPSON TREASURER 2.00 X X 0 0 0 LINDA ROSENZWEIG ASSISTANT TREASURER 2.00 X X 0 0 0 MARION KRISTAL GOLDBERG PARLIAMENTARIAN 2.00 X X 0 0 0 LYNN FRISS FEINBERG DIRECTOR 2.00 X 0 0 0 LYNNE FILDERMAN DIRECTOR 2.00 X 0 0 0 SUSAN FINKELSTEIN DIRECTOR 2.00 X 0 0 0 DANIEL HODIN DIRECTOR 2.00 X 0 0 0 THOMAS HOLTZ DIRECTOR 2.00 X 0 0 0 JAMES MCMANN DIRECTOR 2.00 X 0 0 0 FREDERIC CANTOR DIRECTOR 2.00 X 0 0 0 KAMAL COHEN DIRECTOR 2.00 X 0 0 0 EDWARD COOPER DIRECTOR 2.00 X 0 0 0 ALLAN GINSBURG DIRECTOR 2.00 X 0 0 0 DEBRA KORTH DIRECTOR 2.00 X 0 0 0 JEFFREY LINDER DIRECTOR 3.00 X 0 0 0 SAMUEL KAPLAN DIRECTOR 3.00 X 0 0 0 LINDA KAPLAN DIRECTOR 2.00 X 0 0 0 BARBARA S BOBBE MINTZ DIRECTOR 3.00 X 0 0 0 SUSAN MILLER DIRECTOR 2.00 X 0 0 0 IRA BARTFIELD DIRECTOR 2.00 X 0 0 0 RICHARD GALEN DIRECTOR 2.00 X 0 0 0 HOWARD GLECKMAN DIRECTOR 2.00 X 0 0 0 NORMAN GOLDSTEIN DIRECTOR 2.00 X 0 0 0 JUDITH WELLES DIRECTOR 3.00 X 0 0 0 MARISA LAVINE DIRECTOR 2.00 X 0 0 0 GERALD LEVINE DIRECTOR 2.00 X 0 0 0 ADELE WINTERS DIRECTOR 2.00 X 0 0 0 DAVID GAMSE CEO 60.00 X 164318 0 14944 RICHARD STANLEY COO/CFO 60.00 X 91778 0 2781 MARILYN GORDON ASSISTANT CEO 60.00 X 93834 0 2812 349930 0 20537 1 0 1 0 UNITED BANK 12101 ROCKVILLE PIKE ROCKVILLE MD 20852 BANKING SERVICES 205454 MARRIOTT INTERNATIONAL PO BOX 402642 ATLANTA GA 303844642 MEETING VENUES 103399 2 22478 1691853 1607400 48944 3321731 SERVICE & ATTENDANCE 900099 973638 894493 79145 PRODUCTIVE AGING 900099 259343 259343 REGISTRATION 900099 27289 27289 CONSULTATION 900099 4500 4500 1264770 1131 1131 176600 298809 -122209 -122209 -122209 681705 597492 84213 84213 84213 OTHER INCOME 900099 176 176 176 4549812 1185625 79145 -36689 345969 149613 128284 68072 2248955 1963858 201485 83612 40388 33660 4755 1973 43740 38438 5254 48 222466 185404 26193 10869 36800 36800 297546 275325 4216 18005 79559 56614 125 22820 198019 169681 18780 9558 3881 3048 345 488 450412 372043 41682 36687 8207 6406 1801 113463 111600 1320 543 22085 20052 2033 21878 20198 1680 64833 61110 3723 GAS, OIL, REPAIRS 181103 181103 JOB TRAINING PARTICIPAN 106680 106680 OTHER EXPENSES 69744 59823 9921 4555728 3814656 486717 254355 35190 75775 508478 745109 708480 31898 301330 248283 33894 40131 8801293 2124289 6714973 6677004 1753183 1969866 43833 19247 10099361 9807313 514604 452637 517415 207444 4377118 4368861 199290 80000 5608427 5108942 X 2021804 2689700 977091 509632 1492039 1499039 4490934 4698371 10099361 9807313 -5916 213353 0 X X 0 1 X 1 1 1 X 2925381 3424862 5652609 2920113 3321731 18244696 200000 50000 250000 3125381 3474862 5652609 2920113 3321731 18494696 1766008 16728688 4305 309624 170288 176150 177731 838098 1780 741 176 2697 19335491 5043651 0.86520 0.87950 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2011 AMOUNT: $ 1,780. 2012 AMOUNT: $ 741. 2013 AMOUNT: $ 176. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1744184 10602 275578 67500 1962864 1633090 12250 164844 66000 1744184 1688840 8100 -2890 60960 1633090 1446156 12500 296184 66000 1688840 1372976 4701 168479 100000 1446156 0.76370 0.23630 0 0 1100000 1100000 6191098 800478 5390620 652072 621671 30401 858123 702140 155983 6677004 X 5809062 213353 747088 298809 1259250 4549812 0 4549812 5601625 747088 298809 1045897 4555728 0 4555728 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. JCA INVESTS ITS ENDOWMENT FUNDS IN MONEY MARKET, EQUITIES, MUTUAL FUNDS AND MORTGAGE AND ASSET-BACKED SECURITIES. SPENDING POLICY: IT IS THE GENERAL POLICY OF THE JEWISH COUNCIL FOR THE AGING THAT JCA APPROPRIATES FOR EXPENDITURE IN ITS ANNUAL BUDGET A MAXIMUM OF FOUR PERCENT OF THE ROLLING AVERAGE OF THE CALENDAR YEAR END MARKET VALUE OF THE ENDOWMENT ASSETS OVER THE PRECEDING THREE YEARS, THE BASE OF WHICH IS ADJUSTED FOR NEW CAPITAL CONTRIBUTIONS TO THE ENDOWMENT. NOTWITHSTANDING THIS GENERAL POLICY, HOWEVER, THE CHIEF EXECUTIVE OFFICER OR THE BOARD OF DIRECTORS MAY CHOOSE TO ACCEPT AN ENDOWMENT GIFT WITH A DIFFERENT EXPENDITURE POLICY. MOREOVER, THE BOARD MAY OPT TO EXPEND ITS ENDOWMENT ASSETS AT A DIFFERENT RATE IN ANY GIVEN YEAR. 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, 2014, 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 2011. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENT EXPENSE REPORTED ON LINE 6B 298,809. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENT EXPENSE REPORTED ON LINE 6B 298,809. X X X X 0 0 0 0 0 0 0 0 0 DAVID GAMSE CEO 163130 0 0 0 1188 0 4930 0 10014 0 179262 0 0 0 A MARYLAND ECONOMIC DEVELOPMENT CORP 521376562 NONEAVAIL 2009-11-01 5270000 FINANCE ACQUISITION COSTS OF A BUILDING 0 0 0 A 901139 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 HIGH END OFFI 1 47439 FMV X REDSKINS TICK 1 1390 FMV X PRINTER 1 115 FMV 0 1 0 FORM 990, PART VI, SECTION B, LINE 11 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. 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.