2012-04-24T13:49:39-05:00 2011-06-30 MCGLADREY & PULLEN LLP 8000 TOWERS CRESCENT DR STE 500 VIENNA VA 221826205 990 2010-07-01 520983740 JEWISH COUNCIL FOR THE AGING OF GREATER WASHINGTON INC JEWI 3012554200 12320 PARKLAWN DR ROCKVILLE MD 20852 DAVID GAMSE 3012554200 2012-04-23 1 YONG ZHANG CPA 7033366400 2010 2016-02-24 21:20:13Z DAVID GAMSE 12320 PARKLAWN DR ROCKVILLE MD 20852 5649236 0 X WWW.ACCESSJCA.ORG X 1973 MD TO HELP OLDER PEOPLE THROUGHOUT THE NATIONAL CAPITAL AREA TO REMAIN IN THE HOME OF THEIR CHOICE AND IN LIFE'S MAINSTREAM AS LONG AND AS INDEPENDENTLY AS POSSIBLE, AND TO SHATTER NEGATIVE STEREOTYPES ABOUT AGING. 29 29 70 500 232055 -75675 2925381 3424862 1309717 1144961 67881 69448 -36086 22386 4266893 4661657 0 0 0 0 2932620 3110606 0 0 272035 1378902 1337898 4311522 4448504 -44629 213153 9232171 9634915 7434576 7378367 1797595 2256548 X TO HELP OLDER PEOPLE OF ALL FAITHS AND FROM ALL WALKS OF LIFE REMAIN IN THE HOMES OF THEIR CHOICE AND IN LIFE'S MAINSTREAM FOR AS LONG AND AS INDEPENDENTLY AS POSSIBLE, AND TO SHATTER NEGATIVE STEREOTYPES ABOUT AGING. 0 0 1400865 10940 SENIOR EMPLOYMENT PROGRAMSDURING THE YEAR, OUR SENIOR COMMUNITY SERVICE EMPLOYMENT PROGRAM AND THE COROLLARY ON-THE-JOB TRAINING PROGRAMS WE RAN SERVED 181 MEN AND WOMEN WITH AN AVERAGE HOUSEHOLD INCOME OF LESS THAN $6,000 A YEAR. WE HELPED 18 OF THOSE PARTICIPANTS FIND "UNSUBSIDIZED EMPLOYMENT." BY JUNE 30, 2011, HOWEVER, 138 ADDITIONAL APPLICANTS WERE ON THE WAITING LIST BECAUSE WE DIDN'T HAVE ENOUGH MONEY TO SERVE THEM. THUS, WE WORKED HARD TO HELP OLDER JOBSEEKERS IN OTHER WAYS. OUR GENERATIONS ON LINE PROGRAM, FOR EXAMPLE, CONDUCTED 1,029 TRAINING SESSIONS IN 3 LOCATIONS, COACHING 357 STUDENTS AGE 50+, ALL OF WHOM WERE COMPUTER SHY OR COMPUTER SCARED. WE PROVIDED PEER COACHES TO GUIDE THE PARTICIPANTS THROUGH THE TUTORIALS AND SENIOR VOLUNTEERS TAUGHT COMPUTER BASICS, WORD PROCESSING AND INTERNET USE AND EMAIL FUNDAMENTALS. WITHIN SIX WEEKS, EVEN THOSE WITH LITTLE OR NO COMPUTER EXPERIENCE AND A LOT OF TREPIDATION TYPICALLY COULD SURF THE NET AND EMAIL INDEPENDENTLY.ON MAY 17, 2011, OUR ANNUAL 50+ EMPLOYMENT EXPO WELCOMED 3,500 EAGER JOBSEEKERS WHO JAMMED THE BETHESDA NORTH MARRIOTT TO MEET WITH 165 EXHIBITORS REPRESENTING 80 ORGANIZATIONS. THEY NETWORKED WITH COLLEAGUES AND EMPLOYERS WHILE HUNDREDS GOT A RESUME REVIEW AND HUNDREDS MORE ATTENDED TRAINING SESSIONS, ALL FOR FREE. THEIR HARD WORK (AND OURS) PAID OFF: AN ESTIMATED 800 ATTENDEES LANDED A JOB WITHIN 6 MONTHS. WE DIDN'T REST ON OUR LAURELS, THOUGH. WITHIN DAYS OF THE EVENT, WE BEGAN PLANNING THE NEXT EXPO, WHICH WILL CONVENE ON MAY 21, 2012.OLDER JOB SEEKERS NEED AND DESERVE OLDER WORKER SPECIALISTS, AND JCA WAS THEIR SPECIALIST AT THE MONTGOMERY WORKS' ONE STOP EMPLOYMENT CENTER IN WHEATON, MARYLAND. THERE, WE MADE 80 REFERRALS TO JOB SEARCH RESOURCES AND EDUCATION AND TRAINING PROGRAMS INCLUDING OUR OWN AWARD-WINNING SENIOR COMMUNITY SERVICE EMPLOYMENT PROGRAM.THE CAREER GATEWAY! IS A JCA UNIVERSITY PROGRAM FOR SERIOUS JOBSEEKERS AGE 50 AND BETTER. IT OFFERS INTENSIVE TRAINING IN SMALL GROUPS, TAKE-HOME MATERIALS, A LONG-TERM MENTOR AND INDIVIDUAL ATTENTION. 2011 WAS THE PROGRAM'S INAUGURAL YEAR, AND WE SERVED MORE THAN 100 JOBSEEKERS, MANY OF WHOM HAD BEEN UNEMPLOYED A YEAR OR MORE. WITHIN 12 WEEKS OF GRADUATING, A QUARTER OF OUR GRADUATES RETURNED TO THE WORKFORCE, WHERE THEY NEEDED AND WANTED TO BE. 1067956 349178 TRANSPORTATION PROGRAMSOUR 11 HANDICAP-ACCESSIBLE JCA ELDERBUSES MADE 48,000 LOCAL, DOOR-TO-DOOR PASSENGER TRIPS, TRAVELLING 120,000 MILES, ALL WITHIN THE NATIONAL CAPITAL REGION. MOST OF OUR PASSENGERS WERE VULNERABLE ELDERS. WE TOOK THEM GROCERY SHOPPING OR TO ADULT DAY CARE, JEWISH COMMUNITY CENTER PROGRAMS OR OTHER ESSENTIAL DESTINATIONS. SOME OF OUR PASSENGERS LIVED IN SENIOR FACILITIES WHILE MANY MORE LIVED IN NATURALLY OCCURRING RETIREMENT COMMUNITIES ("NORCS") - BUILDINGS AND NEIGHBORHOODS THAT WEREN'T DESIGNED FOR OLDER ADULTS BUT OVER TIME BECAME HAVENS FOR THEM. THROUGH COMING OF AGE, A MULTI-AGENCY COLLABORATIVE, WE HELPED GRATEFUL NORC-DWELLERS IN NORTHERN VIRGINIA AND SUBURBAN MARYLAND RECONNECT TO THE COMMUNITIES THEY CHERISH. WE SERVED A LARGE AND GROWING CLIENTELE OF SPECIAL TRIP CUSTOMERS, TOO - SYNAGOGUES, CHURCHES, PARTY PLANNERS AND SCHOOLS, INCLUDING THE GESHER JEWISH DAY SCHOOL IN FAIRFAX, FOR WHICH WE PROVIDED REGULAR STUDENT TRANSPORT.MORE THAN 90 PERCENT OF THE RIDERS WE SURVEYED RATED JCA'S BUS SERVICE AS "VERY GOOD" OR "EXCELLENT." YET OUR FLEET COULD NEVER MEET ALL OR EVEN MOST SENIORS' NEEDS. THE JCA CONNECT-A-RIDE TRANSPORTATION RESOURCE CENTER CAME TO THE RESCUE, ANSWERING 7,226 INQUIRIES AND HELPING 1,826 PEOPLE - OLDER ADULTS AS WELL AS DISABLED ADULTS OF ALL AGES. OUR SAVVY TRANSPORTATION EXPERTS ALSO RAN RIDE SMART MOBILITY WORKSHOPS, MANAGED INDIVIDUAL TRANSPORTATION ACCOUNTS THROUGH THE OUR SMOOTH RIDING PROGRAM, AND CHAIRED THE TRANSPORTATION PROVIDERS ROUNDTABLE, A GROUP THAT JCA CREATED TO FOSTER COMMUNICATION, COLLABORATION AND JOINT PROGRAM DEVELOPMENT AMONG LOCAL TRANSPORTATION PROVIDERS. 829960 499594 ADULT DAY PROGRAMSTHE JCA MISLER ADULT DAY CARE CENTER IN ROCKVILLE, MARYLAND PROVIDES COMPASSIONATE CARE FOR ADULTS WITH COGNITIVE IMPAIRMENT, PHYSICAL DISABILITY, ILLNESS, FRAILTY OR ALL OF THESE AFFLICTIONS. THE DAY'S SCHEDULE MIGHT INCLUDE A BALLOON-BALL COMPETITION OR A ROUSING GAME OF "YOU BE THE JUDGE," A FIELD TRIP OR A MUSICAL PERFORMANCE, A POETRY WORKSHOP, AN ART PROJECT OR A SING ALONG. EVERY DAY IS A DAY OF FUN WITH PEOPLE WHO CARE - NURSES, SOCIAL WORKERS, ACTIVITY PROFESSIONALS AND AIDES. DURING THE YEAR, OUR MISLER CENTER SERVED MORE THAN 130 PARTICIPANTS, WHO RETURNED TO THEIR LOVING FAMILIES AT NIGHT.OUR STAFF STAYS IN CLOSE TOUCH WITH THOSE FAMILIES BY PHONE, THROUGH ON-ON-ONE MEETINGS AND IN GROUP MEETINGS, TOO. FIFTY CAREGIVERS, MOST OF WHOM WERE THE FAMILY MEMBERS OF MISLER PARTICIPANTS, RECEIVED HANDS-ON TRAINING AND SUSTAINING COMPASSION AT OUR FREE CAREGIVER SUPPORT GROUPS, WHICH WERE OPEN TO ALL. OUR SUPPORT GROUP MET TWICE A MONTH YEAR ROUND, ENABLING FAMILY MEMBERS TO TALK WITH ONE ANOTHER AND WITH SPECIALISTS IN GERIATRIC CARE ABOUT CAREGIVING RESPONSIBILITIES. FELLOWSHIP, LAUGHTER AND TEARS WERE IMPORTANT COMPONENTS OF NEARLY EVERY MEETING.OUR KENSINGTON CLUB, A SAMUEL J. GORLITZ SOCIAL DAY PROGRAM AT TEMPLE EMANUEL IN KENSINGTON, MARYLAND, IS A SOCIAL CLUB FOR MEN AND WOMEN WITH RECENTLY DIAGNOSED MEMORY LOSS - A LOSS THAT IS OFTEN TERRIFYING AND DEMORALIZING TO ITS VICTIMS. THE CLUB SERVED 18 MEMBERS DURING THE YEAR WHO MET FOR COFFEE, CONVERSATION AND STRUCTURED PROGRAMS TO FOSTER FRIENDSHIPS IN AN ATMOSPHERE OF ACCEPTANCE. PARTICIPANTS BENEFITTED BY GUEST SPEAKERS, INSTRUCTORS AND MUSICIANS; INTERGENERATIONAL ACTIVITIES; FIELD TRIPS; DAILY EXERCISE; CURRENT EVENTS DISCUSSIONS; CHALLENGING GROUP GAMES; AND MORE. 370021 248603 COMMUNITY AFFAIRS AND OUTREACHVOLUNTEER AND STAFF EXPERTS REPRESENTING THE JCA COMMUNITY SPEAKERS BUREAU AND ELDERCARE-IN THE-WORKPLACE PROGRAM WERE ON-SITE AND ON THE JOB AT DELOITE, BOEING, HUMAN GENOME, THE SMITHSONIAN, THE U.S. OFFICE OF PERSONNEL MANAGEMENT AND DOZENS OF OTHER WORKSITES AND COMMUNITY EVENTS. THERE, THEY RAN JCA EXHIBITS, GAVE SPEECHES OR LED DISCUSSION SESSIONS DESIGNED TO HELP OLDER ADULTS FIND SERVICES AND SOLUTIONS.WE PUBLISHED AGING-RELATED ARTICLES AND ADVERTISEMENTS IN THE BEACON NEWSPAPER, THE GAZETTE NEWSPAPERS AND WASHINGTON JEWISH WEEK. WE DISTRIBUTED INFORMATIONAL PAMPHLETS IN ENGLISH, SPANISH, MANDARIN CHINESE, VIETNAMESE AND OTHER LANGUAGES. WE OPENED THE TRAINING CENTER AND MEETING ROOMS IN OUR CENTER ON AGING IN ROCKVILLE TO DIVERSE HUMAN SERVICE CHARITIES TO PROVIDE TRAINING ON ENGLISH AS A SECOND LANGUAGE, CONVENE NONPROFIT LEADERS, AND MORE. AND WE WORKED COLLABORATIVELY WITH THE NONPROFIT VILLAGE CENTER, INC., A TENANT IN OUR CENTER ON AGING THAT NURTURES SMALL HUMAN SERVICE AGENCIES BY PROVIDING THEM OFFICE SPACE AS WELL AS SHARED CONFERENCE ROOMS, RECEPTION, MAIL HANDLING AND OTHER SERVICES. VILLAGE TENANTS WORK SYNERGISTICALLY WITH ONE ANOTHER AND WITH JCA TO MAKE THE GREATER WASHINGTON, D.C. AREA A GREAT PLACE TO AGE. THOSE TENANTS, I.E., THE JCA SUBTENANTS, INCLUDE THE CHINESE AMERICAN SENIOR SERVICES ASSOCIATION, THE MONTGOMERY COALITION FOR ADULT ENGLISH LITERACY AND THE COLLABORATION COUNCIL FOR CHILDREN, YOUTH AND FAMILIES.JCA ALSO HAS CREATED A SERIES OF GUIDEBOOKS ABOUT AGING-RELATED ISSUES THAT WEBSITE VISITORS DOWNLOADED HUNDREDS OF TIMES FROM THE JCA WEBSITE. TOPICS INCLUDE SAFE DRIVING, HOUSING, HOME CARE AND FINANCIAL PLANNING. OUR WEBSITE ALSO CONTAINS HUNDREDS OF ADDITIONAL RESOURCES, MOST VIA HYPERLINKS, ON THESE TOPICS AND MANY MORE.PRODUCTIVE AGINGMORE THAN 400 GENEROUS FRIENDS JOINED US ON MAY 9, 2011 TO BLAST LIMITING STEREOTYPES ABOUT AGING, CONTRIBUTE FINANCIALLY TO JCA, AND CHEER AS JOURNALISTS/BROADCASTERS COKIE AND STEVEN V. ROBERTS WON THE PRODUCTIVE AGING AWARD OF 2011. THE AUDIENCE CHEERED AGAIN AS COMMUNITY ANGELS IRMA AND LESTER PORETSKY WON THE YEAR'S HUMANITARIAN AWARD. 91550 29265 TECHNOLOGY PROGRAMSSIXTY VOLUNTEERS, ALL AGE 50+ AND MANY OVER 70, DEVELOPED CURRICULA, TAUGHT CLASSES AND COUNSELED STUDENTS IN OUR SIX SENIORTECH COMPUTER TRAINING CENTERS THROUGHOUT THE REGION. DURING THE YEAR, THE SENIORTECH VOLUNTEERS DONATED 4,194 HOURS OF THEIR TIME AND CELEBRATED THE GRADUATION OF 654 NEWBORN "COMPUTER WHIZ KIDS" WHO EMBRACED TECHNOLOGY TRAINING AS A MEANS TO IMPROVE THEIR JOB SEARCH OR JOB PERFORMANCE, BECOME BETTER VOLUNTEERS, EXPAND THEIR COMMUNICATION OPTIONS, KEEP PACE WITH THE GRANDKIDS OR SIMPLY ENJOY LEARNING. THEY LEARNED COMPUTER BASICS, WORD PROCESSING, SPREAD-SHEETING, CYBER-SURFING, GRAPHICS DESIGN AND MORE. 86596 7381 INFORMATION AND REFERRAL PROGRAMSOLDER ADULTS AND FAMILY CAREGIVERS HUNGER FOR INFORMATION ABOUT AGING WELL AND FOR RESOURCES TO HELP THEM. WE DELIGHT IN BRINGING OUR KNOWLEDGE TO THOSE IN NEED. THROUGH THE JCA SENIOR HELPLINE AND STEVEN M. REICH HOMECARE RESOURCE CENTER, VOLUNTEERS CONTRIBUTED 2,363 SERVICE HOURS, WHICH ENABLED JCA TO UPDATE ITS MASSIVE DATABASE OF LOCAL PUBLIC AND PRIVATE RESOURCES WHILE HELPING ANSWER 2,676 INQUIRIES AND MAKE 8,028 REFERRALS. NEARLY HALF OF THOSE WHO CALLED WERE 75 OR OLDER AND MORE THAN TWO-THIRDS WERE WOMEN, MANY OF WHOM LIVED ALONE OR WERE CARING FOR AN ILL OR INCAPACITATED LOVED ONE. HOUSING WAS CALLERS' TOP CONCERN FOLLOWED BY EMPLOYMENT OPTIONS AND HOME HEALTH.WWW.ACCESSJCA.ORG, OUR WEBSITE, RECEIVED 1.1 MILLION HITS. VISITORS ACCESSED THE SENIOR HELPLINE DATABASE, DOWNLOADED INFORMATIVE PUBLICATIONS, HYPERLINKED TO HELPING ORGANIZATIONS AND LEARNED BY READING OUR QUESTIONS AND ANSWERS ABOUT AGING WELL. 548167 285249 3846948 1 1 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 0 0 0 0 0 0 0 0 0 0 1 4 0 1 70 1 1 1 0 0 0 0 1 1 0 0 0 0 X 29 29 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 1 0 MD X RICHARD K STANLEY COO 3012554200 12320 PARKLAWN DR ROCKVILLE MD 20852 BARBARA MINTZ 10.00 X X 0 0 0 SUSAN FINKELSTEIN 4.00 X X 0 0 0 SHELDON GROSBERG 4.00 X X 0 0 0 DANIEL HODIN 4.00 X X 0 0 0 JEFFREY LINDER 4.00 X X 0 0 0 NANCY FIEDELMAN 4.00 X X 0 0 0 KENNETH SIMONSON 4.00 X X 0 0 0 SAMUEL KAPLAN 4.00 X X 0 0 0 FREDRIC CANTOR 4.00 X X 0 0 0 FRAN BENSINGER 2.00 X 0 0 0 JARED BLUM 2.00 X 0 0 0 NANCY FLOREEN 2.00 X 0 0 0 BOBBIE FREEDENBERG 2.00 X 0 0 0 KAMAL COHEN 2.00 X 0 0 0 RICHARD GALEN 2.00 X 0 0 0 HOWARD GLECKMAN 2.00 X 0 0 0 MICHAEL LENETT 2.00 X 0 0 0 SHERMAN COHN 2.00 X 0 0 0 GERALD LEVINE 2.00 X 0 0 0 IRWIN GOLDBLOOM 2.00 X 0 0 0 NORMAN GOLDSTEIN 2.00 X 0 0 0 ADRIENNE MANDEL 2.00 X 0 0 0 BARRY MEYER 2.00 X 0 0 0 DEBRA KORTH 2.00 X 0 0 0 ANDY STERN 2.00 X 0 0 0 MARVIN ROSENBERG 2.00 X 0 0 0 SUSAN MILLER 2.00 X 0 0 0 LINDA KAPLAN 2.00 X 0 0 0 ED BONDER 2.00 X 0 0 0 DAVID GAMSE 60.00 X 139887 0 11610 RICHARD STANLEY 60.00 X 69330 0 7587 209217 0 19197 1 0 1 0 UNITED BANK 11921 ROCKVILLE PIKE ROCKVILLE MD 20852 FINANCIAL SERVICES 340473 HBW GROUP 1055 FIRST STREET STE 200 ROCKVILLE MD 20850 CONSTRUCTION MGMT AND CONTRACTING 331207 PRINCIPAL FINANCIAL GROUP 711 HIGH STREET DES MOINES IA 50392 RETIREMENT SERVICES 146784 CENTER FOR NONPROFIT ADVANCEMENT BENEFIT 1666 K ST NW STE 440 WASHINGTON DC 20006 HEALTH INSURANCE SERVICES 110359 4 24132 1841286 1559444 1268 3424862 SERVICE & ATTENDANCE 900099 853279 621224 232055 PRODUCTIVE AGING 900099 248603 248603 REGISTRATION 900099 36115 36115 CONSULTATION 900099 6964 6964 1144961 2928 2928 306696 284310 22386 22386 22386 769789 703269 66520 66520 66520 4661657 912906 232055 91834 231559 194250 24306 13003 2498110 2104395 256000 137715 31988 25781 4104 2103 179346 144544 23006 11796 169603 136693 21756 11154 31500 17128 13972 400 39952 21724 17720 508 53687 38368 2591 12728 281110 162285 68675 50150 8184 5491 2105 588 154496 91286 63210 6061 5103 918 40 103706 101986 1648 72 240800 5306 235161 333 283654 108477 173090 2087 71400 59949 11100 351 GAS, OIL, REPAIRS 126461 126461 FOOD/MEALS 78194 77715 250 229 TRANSPORTATION SERVICES 47838 47838 BUILDING COSTS 0 334919 -355741 20822 RENT EXPENSE ON LINE 6B -284310 -284310 95165 37249 49960 7956 4448504 3846948 329521 272035 119137 49272 135575 150090 442048 292409 169639 327462 29711 13938 8583482 1562114 6776294 7021368 1451481 1696841 108286 83535 9232171 9634915 487473 887254 1203883 899363 5216073 5091750 527147 500000 7434576 7378367 X 237794 451387 100612 333472 1459189 1471689 1797595 2256548 9232171 9634915 X 213153 245800 X X 0 1 1 X 1 1 X 2334606 3766084 3254339 2925381 3424862 15705272 200000 200000 200000 200000 50000 850000 2534606 3966084 3454339 3125381 3474862 16555272 16555272 84774 116959 7556 4305 2928 216522 16771794 5289948 0.98710 0.95670 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1451481 12500 298860 66000 1696841 1378709 4701 168071 100000 1451481 2198870 4000 -54799 769362 1378709 0.86730 0.13270 0 0 1100000 1100000 5582499 322067 5260432 631972 584737 47235 1269011 655310 613701 7021368 4661657 4448504 213153 245800 245800 458953 5721484 245800 529717 284310 1059827 4661657 0 4661657 5262531 529717 284310 814027 4448504 0 4448504 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: 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 BACK SECURITIES. SPENDING POLICY: UNLESS OTHERWISE REQUIRED BY THE DONOR AND AGREED TO BY JCA, JCA WILL APPROPRIATE FOR EXPENDITURE IN ITS ANNUAL BUDGET A MAXIMUM OF 4 PERCENT 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. THE ENDOWMENT IS TO BE USED FOR THE FOLLOWING: ADULT DAY CARE, ADULT DAY CARE EQUIPMENT, TRANSPORTATION, OPPORTUNITY GRANTS, STAFF DEVELOPMENT, SMITH LECTURE SERIES, AND GENERAL USE FOR TIME RESTRICTED FUNDS. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: JCA HAS ADOPTED THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THIS POLICY, JCA MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE-LIKELY-THAN-NOT THAT THE TAX POSITION WOULD BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. MANAGEMENT HAS EVALUATED JCA'S TAX POSITIONS AND HAS CONCLUDED THAT JCA HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH PROVISIONS OF THIS GUIDANCE. THERE WERE NO UNRELATED BUSINESS INCOME TAXES INCURRED FOR THE YEARS ENDED JUNE 30, 2011 AND JUNE 30, 2010. GENERALLY, JCA IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE JUNE 30, 2008. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENT EXPENSE REPORTED ON LINE 6B 284,310. PART XIII, LINE 2D - OTHER ADJUSTMENTS: RENT EXPENSE REPORTED ON LINE 6B 284,310. X X X X X 0 0 0 0 0 0 0 0 0 DAVID GAMSE 139887 0 0 0 0 0 4197 0 9062 0 153146 0 0 0 MARYLAND ECONOMIC DEVELOPMENT CORP 521376562 NONEAVAIL 2009-11-01 5270000 FINANCE ACQUISITION COSTS OF A BUILDING 0 0 0 178250 5270000 5270000 2009 0 0 1 1 0 0 0 0 1 0.00000 0.00000 0.00000 1 1 0 0 0 0 0 SCHEDULE K, SUPPLEMENTAL INFORMATION: PART I A(C) NO PUBLIC REGISTRATION-PRIVATE ISSUE THEREFORE, NO CUSIP WAS ASSIGNED. SCHEDULE K, SUPPLEMENTAL INFORMATION: PART I A(F) DESCRIPTION OF PURPOSE CONTINUED: ON AGING IN ROCKVILLE MARYLAND. FORM 990, PART VI, SECTION A, LINE 4 ARTICLE VIII (COMMITTEES SECTION) OF THE BYLAWS IS AMENDED TO ESTABLISH A LEADERSHIP COMMITTEE BY THE JCA BOARD OF DIRECTORS ON JUNE 21, 2011. FORM 990, PART VI, SECTION B, LINE 11 UPON RECEIPT OF THE DRAFT 990, IT IS DISTRIBUTED TO THE CHIEF EXECUTIVE OFFICE, CHIEF FINANCIAL/OPERATING OFFICER, THE PRESIDENT OF THE BOARD, 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/EXECUTIVE DIRECTOR'S SALARY IS SET BY THE BOARD OF DIRECTORS. JCA USES SURVEYS OF COMPARABLE SALARIES IN THE REGION TO HELP SET OTHER MANAGEMENT SALARIES, GENERALLY SETTING COMPENSATION AT OR BELOW THE MIDPOINT OF SALARIES SURVEYED OF COMPARABLY SIZED ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 19 JCA'S FINANCIAL REPORTS ARE AVAILABLE FOR PUBLIC INSPECTION IN OUR ANNUAL REPORT, DIRECT MAIL, NEWSLETTERS, ON OUR WEB SITE AND BY APPOINTMENT AT OUR CORPORATE OFFICES. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 245,800. 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. THE NUMBER OF VOLUNTEERS 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 GRANTORS.