2013-01-25T09:56:41-06:00 2012-06-30 WATKINS MEEGAN LLC 6720-B ROCKLEDGE DRIVE SUITE 750 BETHESDA MD 20817 990 2011-07-01 530196598 Jewish Social Service Agency % CAROL PARKER-PEREZ JEWI 3018162602 200 WOOD HILL ROAD Rockville MD 20850 CAROL PARKER-PEREZ 2013-01-23 true DANIEL D O'SHEA 3016547555 2011 2016-02-25 16:41:14Z KENNETH KOZLOFF 6123 Montrose Road Rockville MD 20852 42338011 false X www.jssa.org X 1933 DC To be the preeminent provider and coordinator of clinical and social services. 49 49 220 934 0 7174199 8060958 7138433 6873714 2492947 1800443 83865 99400 16889444 16834515 1449942 725046 0 0 10209014 10675010 3379 210 654799 4374153 4892698 16036488 16292964 852956 541551 58719516 56562619 4846078 3948881 53873438 52613738 X JEWISH SOCIAL SERVICE AGENCY SHALL BE THE FIRST PLACE FOR THE JEWISH COMMUNITY, AS WELL AS THE COMMUNITY AT LARGE, TO TURN TO FOR CLINICAL AND SOCIAL SERVICES OF THE HIGHEST QUALITY THAT SUSTAIN AND NURTURE ALL WHO SEEK ASSISTANCE. false false 4787557 362544 1889894 Child, Adult, Family and Special Needs Services: JSSA's professional and compassionate staff of clinical social workers, licensed professional counselors, psychologists, and psychiatrists SERVED AND SUPPORTED more than 13,600 service visits to children, teens, adults, families and individuals with special needs. The broad range of services offered included: behavioral, emotional and psychological evaluations; individual, couples, group and family counseling and comprehensive psychiatric evaluations and medication management. In addition, JSSA provides workshops and groups and employment and career services. Special needs services included social and independent living skills groups; care coordination and case management; counseling, workshops and support groups and supported employment and career services. JSSA also provides a wide range of specialized services and programs for individuals on the autism spectrum and for the deaf and hard of hearing community. 3596636 7103 4298116 Hospice and End of Life Support Services: For more than 25 years, JSSA's Hospice and Transitions programs have provided exceptional end of life care that supports the dignity and comfort of individuals and their families. During 2012 more than 1,645 individuals and their families were served and supported by these two programs. An interdisciplinary team of highly skilled nurses, social workers, home care aides, chaplains, physicians, and volunteers provide high quality hospice and end of life support services that include: in-home, round the clock nursing care; personal care; medical consultations and coordination; emotional, spiritual and bereavement support; and, volunteer companionship and respite care. 3767613 305414 513638 Senior and Holocaust Survivor Services: JSSA's skilled professionals and trained volunteers served and supported more than 9,600 seniors and their families. Services included: comprehensive in-home and in-office assessments; individual, family and group counseling; caregiver consultations; workshops and support groups; service coordination and case management; and information and referral services. Other support services included: 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 and other senior living residences. 262384 42130 0 COMMUNITY OUTREACH SERVICES 1179652 7855 172066 OTHER HOMECARE SERVICES 1442036 49985 172066 13593842 true true false false false false false false true true true false false true true false true false false false false false false true false false true true true false false false false false false false false true false false false true true false false false false true 66 0 true 220 true false false false false false true true false false false true false X 49 49 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 X CHERIE B ARTZ 4.0 X X 0 0 0 SANDRA A SELLERS 4.0 X X 0 0 0 MARK ELLENBOGEN 4.0 X X 0 0 0 RUSSELL BREGMAN 4.0 X X 0 0 0 LAWRENCE KLINE 4.0 X X 0 0 0 LESLIE SHEDLIN 4.0 X X 0 0 0 JEFFREY F ABRAMSON 4.0 X X 0 0 0 STEVEN SUISSA 4.0 X X 0 0 0 HARRIET Q TRITELL 4.0 X X 0 0 0 FREDERICK ABBEY 2.0 X 0 0 0 LINDA BART 2.0 X 0 0 0 JANE C BERGNER 2.0 X 0 0 0 MARTHA BERNAD 2.0 X 0 0 0 MARTHA K BINDEMAN 2.0 X 0 0 0 CATHY BRODSKY 2.0 X 0 0 0 LYN CHASEN 2.0 X 0 0 0 EDWARD COOPER 2.0 X 0 0 0 STEPHEN EICHLER 2.0 X 0 0 0 ROBERT E FINFER 2.0 X 0 0 0 DAVID FLYER 2.0 X 0 0 0 SHERRI GOTTLIEB 2.0 X 0 0 0 SCOTT GREEN 2.0 X 0 0 0 DR STEPHEN GREENHOUSE 2.0 X 0 RICHARD HASKIN 2.0 X SUSAN HOFFMANN 2.0 X NANCY KAPLAN 2.0 X HAROLD KRAUTHAMER 2.0 X DEBORAH LEBBIN 2.0 X CAPT SOLOMON LEVY 2.0 X SUZANNE LEVY 2.0 X CAROLE NANNES 2.0 X DR JOAN NORMANDY DOLBERG 2.0 X JUDITH OPPENHEIM 2.0 X GRANT OTTENSTEIN 2.0 X BARRY R PERLIS 2.0 X LEW PRIVEN 2.0 X STEVE ROTHENBERG 2.0 X HOWARD ROTHMAN 2.0 X SUSAN SAMAKOW 2.0 X DAVID SCHEINBERG 2.0 X RABBI JONATHAN SCHNITZER 2.0 X VICTOR SEESTED 2.0 X MARK SEGAL 2.0 X LESLIE SILVERMAN 2.0 X SUZANNE SUNSHINE 2.0 X ANDREW SWIRE 2.0 X SUSAN W TURNBULL 2.0 X JEFF WALDSTREICHER 2.0 X STUART YOUNGENTOB 2.0 X Carol Parker-Perez 37.5 X 168577 0 12655 Kenneth Kozloff 37.5 X 321275 0 30225 Tal Widdes 37.5 X 195823 0 28130 Jason Young 37.5 X 128983 0 1659 NATASHA MUSELES 37.5 X 113314 0 2597 927972 0 75266 5 false true false PRINCIPAL FINANCIAL GROUP PO BOX 9394 DES MOINES IA 50392 Retirement 1430860 CAREFIRST BLUECROSS 840 FIRST STREET NE WASHINGTON DC 20065 Health Insurance 592327 HEBREW HOME OF GREATER WASHINGTON 6121 MONTROSE ROAD ROCKVILLE MD 20852 HOSPICE ROOM & BOARD 461087 COMMON AREA MANAGEMENT 6121 MONTROSE ROAD ROCKVILLE MD 20852 MAINTENANCE 263032 PREMIER HOMECARE 6123 MONTROSE ROAD ROCKVILLE MD 20852 HOMECARE SERVICES 218403 18 49929 527168 1953919 5529942 424679 8060958 PATIENT SERVICES 900099 6873714 6873714 6873714 853859 853859 0 0 6000 6000 6000 6000 26286827 25333438 6805 953389 -6805 946584 946584 69750 527168 163253 -93503 -93503 0 0 OTHER MISCELLANEOUS REVENUE 900099 186903 186903 186903 16834515 7060617 1712940 37500 37500 687546 687546 0 0 760837 309886 450951 0 7921315 6910435 659929 350951 641213 349057 286201 5955 756553 671833 54849 29871 595092 500729 68600 25763 0 19633 8302 11331 73097 64347 6815 1935 0 210 210 131355 101143 30212 1717253 1351802 254659 110792 58883 40109 13411 5363 382075 250470 53203 78402 101010 98706 1929 375 0 514262 458490 46743 9029 140873 135207 4642 1024 0 36863 21397 14389 1077 0 0 541214 497563 33368 10283 105735 92201 10577 2957 PROGRAM EXPENSES 452466 438526 934 13006 MEDICAL EQUIPMENT & SUPPLIES 408278 408278 DUES, LICENSES & OTHER FEES 131935 97793 30228 3914 OTHER EXPENSES 77766 62522 11352 3892 16292964 13593842 2044323 654799 1276264 2185133 4512661 2587943 2920848 2657165 906453 764408 0 0 0 0 0 0 0 0 119165 127479 13761136 2874569 11178094 10886567 31221548 30024177 6120045 6734707 0 0 0 0 464438 595040 58719516 56562619 836047 619932 0 0 130210 0 0 0 0 0 0 0 0 0 0 0 3879821 3328949 4846078 3948881 X 23302757 23379114 9138618 7157082 21432063 22077542 53873438 52613738 58719516 56562619 X 541551 -1801251 X false true true X X 8709252 8724404 7731139 7174199 8060958 40399952 8709252 8724404 7731139 7174199 8060958 40399952 1089244 39310708 900789 861739 750458 854585 853859 4221430 44621382 31284893 0.88098 0.87030 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 35086435 647081 -733619 1878000 130316 32991581 30450092 563155 6109517 1890959 145370 35086435 26193174 1626998 4336295 1592208 114167 30450092 35677269 561792 -7707801 2164100 173986 26193174 0.21150 0.66920 0.11930 false false 2512911 2512911 9213995 1500914 7713081 1350460 963989 386471 683770 409666 274104 10886567 ACL ALTERNATIVE FUND 2096753 F PRIVATE ADVISORS HEDGE FUND 3289713 F PERMAL MACRO HOLDINGS LTD. 1348241 F 6734707 0 DEFERRED COMP PLAN LIABILITY 507830 ACCRUED PENSION LIABILITY 2821119 3328949 16834515 16292964 541551 -2541990 828363 -1713627 -1172076 16577106 -2541990 183712 2386083 27805 16549301 131355 153859 285214 16834515 18489920 183712 2182099 2365811 16124109 131355 37500 168855 16292964 OTHER CHANGES IN NET ASSETS SCHEDULE D, PART XI, LINE 8 NET INCOME OF AFFILIATE INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS $87,624 PENSION RELATED CHANGES OTHER THAN NET PERIODIC PENSION COST 740,739 ----------- TOTAL OTHER CHANGES IN NET ASSETS $828,362 OTHER REVENUE INCLUDED ON BOOKS BUT NOT ON RETURN SCHEDULE D, PART XII, LINE 2D NET REVENUE OF AFFILIATE INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS $2,386,083 OTHER REVENUE INCLUDED ON RETURN BUT NOT ON BOOKS SCHEDULE D, PART XII, LINE 4B REVENUE RECEIVED FROM AFFILIATE - ELIMINATED ON CONSOLIDATED FINANCIAL STATEMENTS $116,359 AFFILIATE REVENUE RECEIVED FROM FILING ORGANIZATION - ELIMINATED ON CONSOLIDATED FINANCIAL STATEMENTS $37,500 ------------- TOTAL REVENUE ON RETURN BUT NOT ON BOOKS $153,859 OTHER EXPENSES INCLUDED ON BOOKS BUT NOT ON RETURN SCHEDULE D, PART XIII, LINE 2D EXPENSES OF AFFILIATE INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS $2,298,458 EXPENSES PAID TO AFFILIATE - ELIMINATED ON CONSOLIDATED FINANCIAL STATEMENTS (116,359) ------------- TOTAL OTHER EXPENSES ON BOOKS $2,182,099 FIN 48 FINANCIAL STATEMENT DISCLOSURE SCHEDULE D, PART X 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 interest expense related to unrecognized tax benefits and penalties in 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 unrecognized tax benefits for the years ended June 30, 2012 and 2011. Tax years prior to 2008 for JSSA are no longer subject to examination by the IRS and the state tax jurisdictions of Maryland, Virginia, and the District of Columbia. INTENDED USE OF ORGANIZATION'S ENDOWMENT FUNDS SCHEDULE D, PART V, LINE 4 The organization's endowment consists of 13 funds established to Support a variety of the organization's programs. OTHER EXPENSES INCLUDED ON RETURN BUT NOT ON BOOKS SCHEDULE D, PART XIII, LINE 4B PAYMENTS TO AFFILIATE INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS $37,500 ANNUAL GALA 559149 500774 58375 0 0 72820 0 11897 47717 FALL EVENT 37769 26394 11375 0 0 13552 0 10000 7267 0 596918 527168 69750 0 0 86372 0 21897 54984 163253 -93503 true PREMIER HOMECARE INC 6123 MONTROSE ROAD ROCKVILLE MD 20852 522224485 501(C)(3) 37500 0 HOME-BASED CARE 1 0 SERVICES, HOUSEHOLD GOODS, & FINANCIAL ASSISTANCE 1350 687546 0 PROCEDURES FOR MONITORING GRANT FUNDS IN THE U.S. 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 true true false false false false false false false Tal Widdes 175741 0 15051 0 5031 0 19070 0 9060 0 223953 0 0 0 Carol Parker-Perez 136830 0 12330 0 19417 0 12655 0 0 0 181232 0 9167 0 Kenneth Kozloff 244062 0 19600 0 57613 0 23745 0 6480 0 351500 0 45000 0 QUESTIONS REGARDING COMPENSATION 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. POLICY REGARDING PAYMENT 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. SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN SCHEDULE J, PART I, LINE 4B THE FOLLOWING INDIVIDUALS RECEIVED CONTRIBUTIONS TO A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN, PAID BY THE FILING ORGANIZATION: KENNETH KOZLOFF $20,000 CAROL PARKER-PEREZ $10,000 TAL WIDDES $16,304 SEVERANCE PAYMENT SCHEDULE J, PART I, LINE 4A THE FOLLOWING INDIVIDUAL RECEIVED A SEVERANCE PAYMENT, PAID BY THE FILING ORGANIZATION: NATASHA MUSELES: $33,508 X 24 43279 FMV X 17 381400 FMV false false true USE OF THIRD-PARTY 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. Family Relationship Form 990, Park VI, Section A, Line 2 Board members Solomon and Suzanne Levy are husband and wife. Review of Form 990 Form 990, Part VI, Section B, Line 11B The board of directors reviews Form 990 before it is filed. Conflict of Interest Policy 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. OFFICER COMPENSATION 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. Governing Documents 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. AVERAGE HOURS PER WEEK FORM 990, PART VII, SECTION A, LINE 1A A FEW INDIVIDUALS WHO ARE OFFICERS OF THE JEWISH SOCIAL SERVICE AGENCY ARE ALSO ON THE BOARD OF DIRECTORS OF PREMIER HOMECARE, A RELATED PARTY, AND THE AVERAGE HOURS PER WEEK THAT THEY SPEND ON THE RELATED PARTY ARE AS FOLLOWS: CAROL PARKER-PEREZ - 2 HOURS ON PREMIER HOMECARE KENNETH KOZLOFF - 1 HOUR ON PREMIER HOMECARE OTHER CHANGES IN NET ASSETS OR FUND BALANCES PART XI, LINE 5 UNREALIZED LOSS ON INVESTMENTS: ($2,541,990) ACTUARIAL PENSION ADJUSTMENT: 740,739 ------------- ($1,801,251) 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 false false false false false false true false false false true true true true false true