2015-02-16T10:03:17-05:00 2014-06-30 COHNREZNICK LLP 6720B ROCKLEDGE DRIVE SUITE 750 BETHESDA MD 20817 990 2013-07-01 530196598 Jewish Social Service Agency % CAROL PARKER-PEREZ JEWI 3018162602 200 WOOD HILL ROAD Suite Rockville MD 20850 carol parker-perez cfo 3018384200 2015-02-16 true DANIEL D O'SHEA P00957510 3018384200 2013 2016-03-07 17:11:31Z todd shenk 6123 Montrose Road Rockville MD 20852 42579158 false X www.jssa.org X 1933 DC To be the preeminent provider and coordinator of clinical and social services. 47 47 227 900 0 7759099 7343762 7254404 7808155 2177803 3825149 208097 4424 17399403 18981490 755303 859154 0 0 11461411 11901353 0 0 766863 5276951 5800371 17493665 18560878 -94262 420612 58156923 59863368 5513286 5584302 52643637 54279066 X 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 provides services and support to more than 30,000 individuals annually through a wide range of counseling, educational, special needs services, in-home support, hospice and nursing care, and social services. false false 5549828 321184 2021966 Child, Adult Family and Special Needs Services: JSSA provides a broad range of counseling, care management and support services for children, teens, adults, individuals and families facing challenges and coping with mental health issues and special needs. JSSA's expert team of social workers, care managers, psychologists, and psychiatrists identify underlying learning, emotional or psychological issues, address needs and determine the most appropriate course of care. Services can include individual, group, couple, or family therapy, care coordination and ongoing assessment, and treatment and intervention through a full range of therapeutic and support options. JSSA offers psychiatric evaluations and medication management as well as neuropsychological, psychological and psycho-educational testing. JSSA also provides cutting edge mental health and care management services and support for children, adults and families on the autism spectrum. Last year, JSSA served and supported 5,446 children, teens, adults and families, and provided services and support to 1,820 individuals with special needs, their families and professionals. JSSA also served 4,053 individuals through JSSA growth and learning programs (workshops, support groups, consultations, and trainings). In addition, JSSA provides a wide range of employment services for adults with special needs including: individualized career assessments, job readiness, job development and placement, job coaching and job retention. 4761558 24816 5077780 Hospice and End-of-Life Support Services: For more than 30 years JSSA Hospice has been supporting dignity and comfort at end-of- life for individuals of all faiths and providing peace of mind to their families and loved ones. JSSA Hospice's exceptional care is rooted in a commitment to provide the highest quality and most accessible and supportive personalized care - from symptom and pain management to emotional and spiritual guidance for patients and their families - wherever they call home. JSSA Hospice care is based on a collaborative, interdisciplinary team approach that includes highly skilled nurses, social workers, home care aides, chaplains, physicians, and volunteers. Last year, JSSA Hospice provided care and support for 1,936 patients and their family members as well as many hours of respite care for seriously ill patients and their families through the Transitions program. 4398332 443234 555170 Senior and Holocaust Survivor Services: As even the most active adults age, maintaining independence and dignity can become more difficult. JSSA's many senior services provide help and assistance to allow seniors to remain independent and in their own homes longer. Our skilled professionals and trained volunteers bring warmth, companionship and convenience into the daily lives of seniors and provide assistance to families to help ensure that their parents or loved ones are safe and well cared for. This past year JSSA's expert staff and trained volunteers served and supported more than 6,843 seniors and their families through comprehensive in-home and in-office assessments; information and referral; individual, family and group counseling; caregiver consultations; workshops and support groups; service coordination and care management; and other essential support services including: 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. 281135 65072 COMMUNITY SUPPORT SERVICES 947526 4848 153239 OTHER HOMECARE SERVICES 1228661 69920 153239 15938379 true true false false false false false false false true true true false false true true false true false false false false false false true true false true true true false false false false false false false false true false false false true true false false false true 83 0 true 227 true false false false false false true true false false false true false X 47 47 true false false false false false false true true false false true true true true true true true true false DC MD VA X X CAROL PARKER-PEREZ 3018162602 6123 MONTROSE ROAD Rockville MD 20852 Cherie Artz Board Member 4.0 X Jeffrey Abramson President 4.0 X X Mark Ellenbogen Treasurer 4.0 X X Lawrence Kline Vice President 4.0 X X Russell Bregman Assistant Treasurer 4.0 X X Sandra Sellers Vice President 4.0 X X Linda Bart Board Member 4.0 X Seth Berenzweig Board Member 4.0 X Martha Bernad Board Member 4.0 X Phyllis Cela Board Member 4.0 X Rita Corwin Board Member 4.0 X Michael Fingerhut Board Member 4.0 X David Flyer Board Member 4.0 X Charles W Frick Board Member 4.0 X Michael Goldsmith Board Member 4.0 X Sherri Gottlieb Board Member 4.0 X Scott Green Secretary 4.0 X X Stephen Greenhouse Board Member 4.0 X Richard Haskin Board Member 4.0 X Candi Kaplan Board Member 4.0 X Nancy Kaplan Board Member 4.0 X Frederick Abbey Vice President 4.0 X X Kirk Knight Board Member 4.0 X Evan Krame Board Member 4.0 X Harold Krauthamer Board Member 4.0 X Solomon Levy Board Member 4.0 X Suzanne Levy Board Member 4.0 X Michael Mael Board Member 4.0 X Judith Oppenheim Board Member 4.0 X Grant Ottenstein Board Member 4.0 X Lew Previn Board Member 4.0 X Howard Rothman Board Member 4.0 X Ruth Ruskin Board Member 4.0 X Susan Samakow Board Member 4.0 X David Scheinberg Board Member 4.0 X Adam Schindler Board Member 4.0 X Jonathan Schnitzer Board Member 4.0 X David Schwartz Board Member 4.0 X Victor Seested Board Member 4.0 X Mark Segal Board Member 4.0 X Leslie Silverman Board Member 4.0 X Steven Suissa Board Member 4.0 X Harriet Tritell Board Member 4.0 X Paula Widerlite Board Member 4.0 X Joseph Rosenberg Board Member 4.0 X Arthur Dyles Board Member 4.0 X Jeffrey Lawrence Board Member 4.0 X Kenneth Kozloff Chief Executive Officer 37.5 1.0 X 272848 0 37023 Tal Widdes Chief Operations Officer 37.5 X 192270 39522 Carol Parker-Perez Chief Financial Officer 37.5 2.0 X 165966 11776 Jason Young Chief Information Officer 37.5 X 143681 1626 Lise Bram Chief Marketing Officer 37.5 X 112564 9100 Lori Ulanow Chief Development Officer 37.5 X 131342 22984 Shira Oler Major and Planned Giving 37.5 X 120688 22507 Jennifer Ripkin chief human resources officer 37.5 X 134892 19949 1274251 0 164487 11 false true false jewish community center of greater 6125 Montrose Road ROCKVILLE MD 20852 senior services 126975 HEBREW HOME OF GREATER WASHINGTON 6121 MONTROSE ROAD ROCKVILLE MD 20852 HOSPICE ROOM & BOARD 451419 OPTIMAL NETWORKS 15201 DIAMONDBACK DRIVE SUITE 220 ROCKVILLE MD 20850 IT SERVICES 400134 PREMIER HOMECARE INC 6123 MONTROSE ROAD ROCKVILLE MD 20852 HOMECARE SERVICES 258925 Superior Building Services 1150 Connecticut Ave Suite 801 WASHINGTON DC 20036 CONSTRUCTION OF BLDG 207585 7 X 1551 600188 107994 2697348 3936681 233335 7343762 PATIENT SERVICES 900099 7745730 7745730 TRAINING INSTITUTE FEES 900099 62425 62425 7808155 1185695 1185695 0 0 20000 20000 0 20000 25985170 23345716 2639454 2639454 2639454 75125 600188 226233 -151108 -151108 47550 25719 21831 21831 0 OTHER MISCELLANEOUS REVENUE 900099 113701 113701 113701 18981490 7921856 3695872 X 50000 50000 809154 809154 0 0 822574 330514 391145 100915 0 8957845 7641047 1015254 301544 558686 478048 69222 11416 870076 796836 40893 32347 692172 585171 81151 25850 0 26013 5935 0 20078 60560 53794 5273 1493 0 0 147812 109669 38143 2252044 2086495 4969 160580 59098 45127 11441 2530 388165 277959 44248 65958 167057 154422 5964 6671 0 584092 531735 42189 10168 130936 126372 4024 540 0 38494 23382 14010 1102 0 0 596973 550306 36356 10311 132112 116440 12668 3004 PROGRAM EXPENSES 446075 434769 8507 2799 MEDICAL EQUIPMENT & SUPPLIES 526813 526813 0 0 DUES, LICENSES & OTHER FEES 107837 86350 16259 5228 BAD DEBT EXPENSE 19433 19433 116857 98608 13920 4329 18560878 15938379 1855636 766863 785123 1676384 3335321 4125520 3015050 2862064 1264680 1167313 0 0 0 0 0 0 0 0 242656 96297 13923619 3232425 11130948 10691194 30798019 31479993 7101715 7170116 0 0 0 0 483411 594487 58156923 59863368 698371 646998 0 0 3734 22368 0 0 0 0 0 0 0 0 0 0 4811181 4914936 5513286 5584302 X 22274247 21605633 7679735 8936460 22689655 23736973 52643637 54279066 58156923 59863368 X 420612 1264629 -49812 X false true X true false X 7731139 7174199 8060958 7759099 7343762 38069157 0 0 7731139 7174199 8060958 7759099 7343762 38069157 0 38069157 750458 854585 853859 1129266 1205695 4793863 0 0 42863020 36225888 0.88816 0.89863 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 35177786 797318 5043429 2097329 147575 38773629 32991581 612113 3726764 2022119 130553 35177786 35086435 647081 -733619 1878000 130316 32991581 30450092 563155 6109517 1890959 145370 35086435 26193174 1626998 4336295 1592208 114167 30450092 0.21256 0.61219 0.17525 false false 2512911 2512911 9352552 1848686 7503866 1245456 731450 514006 812700 652289 160411 10691194 ACL ALTERNATIVE FUND 1916243 F PRIVATE ADVISORS HEDGE FUND 3887382 F PERMAL MACRO HOLDINGS LTD. 1366491 F 7170116 0 DEFERRED COMP PLAN LIABILITY 545134 ACCRUED PENSION LIABILITY 4369802 4914936 X 22669800 1264629 121691 2685788 4072108 18597692 147811 235987 383798 18981490 21070673 121691 2585915 2707606 18363067 147811 50000 197811 18560878 SCHEDULE D, PART XI, LINE 2D NET REVENUE OF AFFILIATE INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS $2,685,788 SCHEDULE D, PART XI, LINE 4B REVENUE RECEIVED FROM AFFILIATE - ELIMINATED ON CONSOLIDATED FINANCIAL STATEMENTS $235,987 SCHEDULE D, PART XII, LINE 2D EXPENSES OF AFFILIATE INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS $2,585,915 SCHEDULE D, PART XII, LINE 4B PAYMENTS TO AFFILIATE INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS $50,000 SCHEDULE D, PART V, LINE 4 The organization's endowment consists of 15 funds established to Support a variety of the organization's programs. SCHEDULE D, 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, 2014 AND 2013. TAX YEARS PRIOR TO 2010 FOR JSSA ARE NO LONGER SUBJECT TO EXAMINATION BY THE IRS OR THE STATE TAX JURISDICTIONS OF MARYLAND, VIRGINIA AND THE DISTRICT OF COLUMBIA. GALA 666790 592915 73875 0 0 48057 72004 80000 51653 FALL EVENT 6822 5572 1250 0 0 0 3499 0 4427 0 673612 598487 75125 0 0 48057 75503 80000 56080 259640 -184515 47550 17750 0 450 7519 true 0.50000 47550 17750 0 450 7519 25719 21831 DC true false true false 1.00000 CAROL PARKER-PEREZ 200 WOOD HILL ROAD ROCKVILLE MD 20850 false Scott Green 0 Organizes and oversees the event. X false true PREMIER HOMECARE INC 6123 MONTROSE ROAD ROCKVILLE MD 20852 522224485 501(C)(3) 50000 HOME-BASED CARE 1 SERVICES & FINANCIAL ASSISTANCE 861 809154 SCHEDULE I, 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 false true X X X X X false true false false false false false true false Kenneth Kozloff Chief Executive Officer 256704 0 0 0 16144 0 20000 0 17023 0 309871 0 0 0 Tal Widdes Chief Operations Officer 185558 6712 16304 23218 231792 Carol Parker-Perez Chief Financial Officer 161927 4039 10000 1776 177742 Lori Ulanow Chief Development Officer 129020 2322 22984 154326 Jennifer Ripkin chief human resources officer 134285 500 107 19949 154841 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 PARTICIPATED IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. AMOUNTS CREDITED BY THE FILING ORGANIZATION WERE: KENNETH KOZLOFF $20,000 CAROL PARKER-PEREZ $10,000 TAL WIDDES $16,304 SCHEDULE J, PART I, LINE 7 Jennifer Ripkin received a one-time bonus which was recognition for completing a HR certification. X 33 42350 FMV X 25 190985 FMV false true true SCHEDULE M, 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, Park 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 and performs compensation duties. It then presents their findings to the board who votes on 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, conflict of interest policy, and financial statements are made available to the public upon request. FORM 990, PART XI, LINE 9 ACTUARIAL PENSION ADJUSTMENT: ($49,812) FORM 990 PART IX LINE 11G DESCRIPTION:MEDICAL PROVIDERS TOTAL FEES:1080768 FORM 990 PART IX LINE 11G DESCRIPTION:TEMPORARY STAFF TOTAL FEES:43596 FORM 990 PART IX LINE 11G DESCRIPTION:INTERPRETER TOTAL FEES:25708 FORM 990 PART IX LINE 11G DESCRIPTION:CUSTODIAL TOTAL FEES:128868 FORM 990 PART IX LINE 11G DESCRIPTION:PAYROLL FEES TOTAL FEES:27426 FORM 990 PART IX LINE 11G DESCRIPTION:PENSION SERVICE FEES TOTAL FEES:30160 FORM 990 PART IX LINE 11G DESCRIPTION:OTHER PROFESSIONAL FEES TOTAL FEES:915518 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 9 JSSA false false true true false false false false false false true false true false true true true true false true