2026-09-20T17:37:07-05:00 2025-06-30 333709623 COHNREZNICK ADVISORY LLC 7501 WISCONSIN AVENUE SUITE 400E BETHESDA MD 20814 990 2024-07-01 520983740 JEWISH COUNCIL FOR THE AGING OF GREATER WASHINGTON INC JEWI 3012554200 12320 PARKLAWN DRIVE ROCKVILLE MD 20852 SHANE ROCK CHIEF EXECUTIVE OFFICER 3012554200 2026-09-18 1 1 ZACHARY SEGAL P01511850 3016529100 2026-09-17 2024 SHANE ROCK 12320 PARKLAWN DRIVE ROCKVILLE MD 20852 7544593 0 X WWW.JSSA.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. 18 18 139 300 361124 250741 4032333 5826338 1463943 1518717 57320 71173 -77854 -194683 5475742 7221545 0 0 0 0 4168129 3094221 0 0 453291 1844801 2401057 6012930 5495278 -537188 1726267 7916852 9218345 5060467 4514691 2856385 4703654 X THE JEWISH COUNCIL FOR THE AGING'S (JCA) MISSION IS TO PROVIDE PROGRAMS AND SERVICES TO SUPPORT OLDER ADULTS AND THEIR FAMILIES AND TO BUILD BRIDGES ACROSS GENERATIONS. JCA SERVES PEOPLE OF ALL FAITHS, RACES, ETHNICITIES, AND INCOME LEVELS. JCA IS UNIQUE IN THE RANGE OF PROGRAMS AND ESSENTIAL SERVICES IT OFFERS OLDER ADULTS IN THE GREATER WASHINGTON, D.C. REGION. PEOPLE TURN TO JCA AS A TRUSTWORTHY ADVOCATE AND GUIDE ON THE ISSUES THAT MATTER TO OLDER ADULTS AND THEIR FAMILIES. JCA'S WORK IS CRITICAL TO HELPING PEOPLE AGE WITH DIGNITY, INDEPENDENCE, AND VITALITY. DURING FISCAL YEAR 2025 (JULY 1, 2024 TO JUNE 30, 2025), JCA EXPERIENCED A 14% INCREASE IN THE NUMBER OF PEOPLE THEY SERVED, HELPING 10,484 PEOPLE IN THE GREATER WASHINGTON, D.C. AREA ON THEIR AGING JOURNEY. 0 0 1803364 749362 TRANSPORTATION AND MOBILITY MANAGEMENT:JCA'S PROVIDES TRANSPORTATION SOLUTIONS THROUGH THE CONNECT-A-RIDE RESOURCE CENTER, THE VILLAGE RIDES VOLUNTEER DRIVER PROGRAM, AND WITH A FLEET OF HANDICAP-ACCESSIBLE BUSES, GIVING OLDER ADULTS ACCESS TO RELIABLE, AFFORDABLE TRANSPORTATION AND HELPING THEM MAINTAIN THEIR HEALTH, VITALITY, AND INDEPENDENCE.IN FY 2025, JCA'S MOBILITY MANAGEMENT PROGRAMS HELPED 2,272 PEOPLE FIND TRANSPORTATION. THROUGH JCA'S VILLAGE RIDES PROGRAM, 513 SENIORS RECEIVED 3,622 ONE-WAY RIDES FROM 220 VOLUNTEER DRIVERS ACROSS OUR 16 PARTNER ORGANIZATIONS, AND THE ESCORTED TRANSPORTATION PROGRAM PROVIDED 775 RIDES FOR 145 PEOPLE. 1165903 9835 SENIOR EMPLOYMENT SERVICES:JCA'S CAREER GATEWAY, 50+ EMPLOYMENT EXPOS, AND SENIOR COMMUNITY SERVICE EMPLOYMENT PROGRAM (SCSEP) PROVIDE COACHING, TRAINING, AND NETWORKING OPPORTUNITIES FOR THE 50+ JOBSEEKER, HELPING THEM TO FIND AND KEEP JOBS.JCA'S VIRTUAL 50+ EMPLOYMENT EXPOS GIVE JOB SEEKERS OPPORTUNITIES TO NETWORK WITH AREA EMPLOYERS. IN FY 2025, 4,208 PEOPLE ATTENDED 10 VIRTUAL 50+ EMPLOYMENT EXPOS. MORE THAN 718 PEOPLE ATTENDED CAREER GATEWAY SESSIONS IN FY 2025. CAREER GATEWAY HELPS JOBSEEKERS AGED 50 AND OLDER IMPROVE THEIR JOB SEARCH SKILLS THROUGH AN INTERACTIVE MULTI-DAY INTENSIVE WORKSHOP.THE SCSEP PROVIDES ON-THE-JOB TRAINING AND A MINIMUM WAGE FOR LOW-INCOME ADULTS AGE 55+ WHO LIVE IN MONTGOMERY AND FREDERICK COUNTIES. SCSEP PROVIDED 64 PEOPLE WITH TRAINING, WORKING 35,712 HOURS AT LOCAL NONPROFIT ORGANIZATIONS IN FY 2025. 507667 1780 INFORMATION, EDUCATION & OUTREACH:JCA OFFERS RESOURCES TO FAMILIES SEEKING INFORMATION AND SUPPORT AROUND AGING THROUGH ITS SENIOR HELPLINE AND STATE HEALTH INSURANCE ASSISTANCE PROGRAM (SHIP), WHICH PROVIDES MONTGOMERY COUNTY SENIORS AND ADULTS UNDER 65 WITH LONG-TERM DISABILITIES WITH HEALTH INSURANCE COUNSELING, ENROLLMENT GUIDANCE, AND ASSISTANCE AND PROBLEM RESOLUTION FOR ISSUES RELATING TO MEDICARE BENEFITS AND OTHER PUBLIC AND PRIVATE HEALTH INSURANCE SOURCES.CALLS TO JCA'S SENIOR HELPLINE STAFF AND VOLUNTEERS RESPONDED TO INQUIRIES FROM PEOPLE SEEKING TRANSPORTATION, HOUSING, SUPPORT, AND RESOURCES FOR THEMSELVES OR AN AGING FAMILY MEMBER. CERTIFIED COUNSELORS FROM JCA'S SHIP PROGRAM ASSISTED 1,709 MEDICARE BENEFICIARIES. 944808 201933 ADULT DAY PROGRAMS:JCA'S SAMUEL J. GORLITZ KENSINGTON CLUBS ARE SOCIAL-MODEL ADULT DAY PROGRAMS SERVING OLDER ADULTS LIVING WITH EARLY-STAGE MEMORY LOSS AND THEIR CARE PARTNERS. KENSINGTON CLUBS GIVE PEOPLE DIAGNOSED WITH MILD COGNITIVE IMPAIRMENT (MCI) OR EARLY-STAGE ALZHEIMER'S DISEASE AND RELATED DEMENTIAS (AD/ADRD), MEANINGFUL COGNITIVE AND PHYSICAL ACTIVITY IN SAFE AND COMFORTABLE SURROUNDINGS WHILE OFFERING SUPPORT AND RESPITE FOR CAREGIVERS. KENSINGTON CLUBS STARTED KESHER CAF, THE FIRST FREE YOUNG ONSET DEMENTIA (YOD) SOCIAL ENGAGEMENT GROUP IN MONTGOMERY COUNTY, IN DECEMBER 2023, TO ADDRESS THE NEEDS OF THE INCREASING NUMBER OF PEOPLE DIAGNOSED WITH YOD.IN FY 2025, THE NUMBER OF PEOPLE WITH EARLY-STAGE MEMORY LOSS AND THEIR CARE PARTNERS SERVED BY JCA'S SAMUEL J. GORLITZ KENSINGTON CLUBS GREW BY 10% FROM FY 2024. JCA'S THREE SAMUEL J. GORLITZ KENSINGTON CLUBS IN ROCKVILLE, WHITE OAK, AND GERMANTOWN SERVED 119 PEOPLE WITH ANEARLY-STAGE MEMORY LOSS DIAGNOSIS AND THEIR CARE PARTNERS.INTERGENERATIONAL PROGRAMS:JCA'S AUSTIN HEYMAN INTERAGES CENTER BUILD BRIDGES ACROSS GENERATIONS AND HAS BEEN RECOGNIZED NATIONALLY BY GENERATIONS UNITED AS A PROGRAM OF DISTINCTION FOR ITS INTERGENERATIONAL PROGRAMS. INTERAGES CONNECTS OLDER ADULTS WITH CHILDREN AND YOUTH THROUGH MENTORING, TUTORING, LITERACY, AND OTHER VOLUNTEER PROGRAMS IN PUBLIC SCHOOLS AND COMMUNITY ORGANIZATIONS. INTERAGES PROGRAMS HELP STUDENTS BY NARROWING THE ACHIEVEMENT GAP AND SUPPORT OLDER ADULTS' SOCIAL WELL-BEING BY REDUCING ISOLATION AND LONELINESS. INTERAGES PROGRAMS SERVE ECONOMICALLY DISADVANTAGED YOUTH BY UTILIZING OLDER ADULT (AGE 50+) VOLUNTEERS AS MENTORS AND TUTORS TO SUPPORT STUDENTS' ACADEMIC ACHIEVEMENT AND SOCIAL AND EMOTIONAL DEVELOPMENT. THE ARRAY OF PROGRAMS IS BROAD AND INCLUDES IN-CLASS SUPPORT, READING PROGRAMS, ART AND MUSIC PROGRAMS, INTERGENERATIONAL BOOK CLUBS, AND OPENING MINDS THROUGH ART OMA), AN AWARD-WINNING, EVIDENCE-BASED INTERGENERATIONAL PROGRAM TO HELP OLDER ADULTS WITH MEMORY LOSS CREATE ABSTRACT ART PROJECTS TO ENGAGE THEIR MINDS AND BREAK THROUGH COGNITIVE BARRIERS, WHICH PARTNERS INTERAGES STUDENT VOLUNTEERS WITH KENSINGTON CLUBS MEMBERS.IN FY 2025, 320 VOLUNTEERS AGED 50 AND OLDER FROM JCA'S HEYMAN INTERAGES CENTER GAVE A TOTAL OF 4,296 HOURS AND 233 STUDENTS VOLUNTEERED. INTERAGES VOLUNTEERS MENTORED 1,366 STUDENTS. 944808 201933 4421742 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 12 0 1 139 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL MD NY VA X X SHANE ROCK 2408005772 12320 PARKLAWN DRIVE ROCKVILLE MD 20852 JACKY SCHULTZ PRESIDENT 4.00 X X 0 0 0 RONNA BORENSTEIN-LEVY PAST PRESIDENT 4.00 X X 0 0 0 MITCHELL GLASSMAN VICE PRESIDENT 4.00 X X 0 0 0 PHYLLIS COBURN SECRETARY 4.00 X X 0 0 0 BARRY HARTZBERG TREASURER 4.00 X X 0 0 0 DONALD SILVERSTEIN ASSISTANT TREASURER 4.00 X X 0 0 0 ED COOPER DIRECTOR 4.00 X 0 0 0 NANCY FIEDELMAN DIRECTOR 4.00 X 0 0 0 KAARMIN FORD DIRECTOR 4.00 X 0 0 0 LESLIE FRIED DIRECTOR 4.00 X 0 0 0 JAY GOLDMAN DIRECTOR 4.00 X 0 0 0 NANCY KAPLAN DIRECTOR 4.00 X 0 0 0 DEBRA KORTH DIRECTOR 4.00 X 0 0 0 DEBRA LIVERPOOL DIRECTOR 4.00 X 0 0 0 BEVERLY ROLLINS DIRECTOR (JOINED 9/1/24) 4.00 X 0 0 0 LORI SIMON-RUSINOWITZ DIRECTOR 4.00 X 0 0 0 ROBYN STONE DIRECTOR 4.00 X 0 0 0 VICKIE WITKIN DIRECTOR 4.00 X 0 0 0 VIVIEN HSUEH DIRECTOR (UNTIL 9/1/24) 4.00 X 0 0 0 YUDI RODRIGUEZ DIRECTOR (UNTIL 9/1/24) 4.00 X 0 0 0 SHANE ROCK CHIEF EXECUTIVE OFFICER 50.00 X 175766 0 7527 TIM LARKIN SENIOR DIRECTOR OF FINANCE & ADMINIS 50.00 X 130087 0 3894 305853 0 11421 2 0 1 0 0 6204 2303180 3516954 5826338 SERVICE & ATTENDANCE FEES 900099 876944 876944 TRANSPORTATION SERVICE 900099 559082 255 558827 3RD PARTY PAID FEES 900099 71076 71076 REGISTRATION FEES 900099 11615 11615 1518717 383 383 125345 323048 -197703 -197703 -197703 58790 12000 0 0 58790 12000 70790 70790 3020 3020 3020 7221545 962910 361124 71173 183293 133731 29180 20382 2444627 1784080 388636 271911 466301 338151 76615 51535 2301 801 1439 61 39980 39980 227114 187244 26590 13280 181673 161394 302 19977 144651 122535 11685 10431 86451 86451 40496 27012 12999 485 150967 149337 959 671 211125 208883 599 1643 124070 117132 4082 2856 PARTICIPANT COSTS 890700 845476 45224 FLEET OPERATIONS 148492 148492 TAXES 60622 45842 8696 6084 DUES & SUBSCRIPTIONS 7170 1170 6000 85245 64011 12483 8751 5495278 4421742 620245 453291 95274 203677 118544 490107 357270 37826 89709 73711 72123 9611480 4534042 5288593 5077438 1834857 1757337 96484 1542247 7916852 9218345 665824 456796 60000 4377163 3918330 17480 79565 5060467 4514691 X 837972 837972 2018413 3865682 2856385 4703654 7916852 9218345 1726267 121002 0 X X 0 0 1 1 0 X 3533717 4083212 3740444 4032333 5826338 21216044 3533717 4083212 3740444 4032333 5826338 21216044 63704 21152340 53143 76695 123618 54 383 253893 71113 -173815 125345 22643 95961 3020 98981 21591561 6673511 0.97970 0.98450 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2023 AMOUNT: $ 95,961. 2024 AMOUNT: $ 3,020. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1834857 466095 169929 595000 1875881 1711821 50000 173036 -100000 1834857 1502947 62164 146710 1711821 1799667 27823 -248207 58000 18336 1502947 1362856 81214 371578 15981 1799667 1.00000 0 0 1100000 1100000 5587374 2338095 3249279 1201182 757499 443683 810685 777267 33418 912239 661181 251058 5077438 IRREVOCABLE TRUST 1542247 C 1542247 SECURITY DEPOSITS 17630 TAXES PAYABLE 61935 79565 X X X 0 0 0 0 0 0 0 0 0 SHANE ROCK CHIEF EXECUTIVE OFFICER 175477 0 0 0 289 0 5250 0 2277 0 183293 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B UPON RECEIPT OF THE DRAFT 990, IT IS DISTRIBUTED TO THE CHIEF EXECUTIVE OFFICER, SENIOR DIRECTOR OF FINANCE & ADMINISTRATION, 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 LINE 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 LIKESIZED NONPROFITS, INDEPENDENT REVIEW, BOARD APPROVAL, AND SETS A TARGET COMPENSATION RANGE BETWEEN THE 25TH AND 75TH PERCENTILES OF BENCHMARKS. THE MOST RECENT COMPENSATION REVIEW TOOK PLACE IN MAY/JUNE 2025. FORM 990, PART VI, SECTION C, LINE 19 JCA'S FINANCIAL REPORTS ARE AVAILABLE FOR PUBLIC INSPECTION (BY APPOINTMENT AT OUR CORPORATE OFFICE) IN OUR ANNUAL REPORT, DIRECT MAILINGS, NEWSLETTERS, AND WEBSITE. THE 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 2A & 3A: THE AUDITED 2024 FINANCIAL STATEMENTS HAVE YET TO BE ISSUED AS OF THE FILING OF THE 2024 FORM 990. THIS FORM 990 HAS BEEN PREPARED USING THE BEST ESTIMATES AVAILABLE AT THE TIME, AND IF THE FINAL AUDITED FINANCIAL STATEMENTS CONTAIN MATERIAL DIFFERENCES APPROPRIATE ACTION WILL BE TAKEN. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.