JEWISH ASSOCIATION ON AGING: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- JEWISH ASSOCIATION ON AGING (EIN 25-1720606)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-14
- IRS object ID
- 202501349349308930
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-14T14:29:56-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4334 MUNSON STREET SUITE 200 | AddressLine1Txt |
| City | CANTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44718 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 251720606 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWISH ASSOCIATION ON AGING | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JEWI | BusinessNameControlTxt |
| Phone | 4124204000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 JHF DRIVE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15217 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY ANNE FOLEY | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 4124204000 | PhoneNum |
| Signature | 2025-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER COLEMAN | PreparerPersonNm |
| PTIN | P00743188 | PTIN |
| Phone | 3304972000 | PhoneNum |
| Preparation | 2025-05-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAA CENTERS FOR REHABILITATION WEINBERG TERRACE HOME HEALTH SERVICES | BusinessNameLine1Txt |
| Business Name Line2 | SIVITZ HOSPICE & PALLIATIVE CARE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARY ANNE FOLEY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 JHF DRIVE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15217 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $12,742,149 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.JAAPGH.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1993 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | HONOR/ENHANCE THE ELDERLY BY A CONTINUUM OF QUALITY CARE CONSISTENT WITH JEWISH VALUES/TRADITIONS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 158 | TotalEmployeeCnt |
| Total Volunteers | 50 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,383,584 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,550,956 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $10,534,989 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $10,736,687 | CYProgramServiceRevenueAmt |
| PY Investment Income | $222,264 | PYInvestmentIncomeAmt |
| CY Investment Income | $216,943 | CYInvestmentIncomeAmt |
| PY Other Revenue | $304,329 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $12,445,166 | PYTotalRevenueAmt |
| CY Total Revenue | $12,504,586 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $8,471,341 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $8,158,027 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $223,094 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,975,886 | PYOtherExpensesAmt |
| CY Other Expenses | $3,526,343 | CYOtherExpensesAmt |
| PY Total Expenses | $12,447,227 | PYTotalExpensesAmt |
| CY Total Expenses | $11,684,370 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,061 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $820,216 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $23,417,634 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,557,240 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,767,285 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,564,185 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $21,650,349 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $20,993,055 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THROUGH A COMPREHENSIVE NETWORK OF RESIDENTIAL LIFESTYLES, HEALTH SERVICES, AND HOME CARE, THE JEWISH ASSOCIATION ON AGING (JAA) HAS HELPED PITTSBURGH-AREA SENIORS ENJOY THEIR BEST POSSIBLE LIFESTYLE WHILE THEY AGE. JAA'S COMMITMENT HAS BEEN TO HONOR AND ENHANCE THE LIVES OF OLDER ADULTS THROUGH QUALITY CARE CONSISTENT WITH JEWISH VALUES AND TRADITION. JAA PROVIDES COMPREHENSIVE SERVICES DESIGNED TO KEEP SENIORS SAFE, INDEPENDENT, AND CONNECTED TO THE COMMUNITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $8,470,333 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $10,736,687 | RevenueAmt |
| Desc | STAYING CONSISTENT WITH JEWISH VALUES AND TRADITIONS OF HONORING OUR ELDERS, THE JEWISH ASSOCIATION ON AGING PROVIDES SERVICES THAT ENABLE MAXIMUM INDEPENDENCE AND CONNECT YOU AS RESIDENTS WITH YOUR SPIRITUAL SELVES. WE AIM TO CREATE A LOVING AND HOMELIKE ATMOSPHERE, CELEBRATING LIFE, CULTURE, AND HISTORY TAILORED TO MEET YOUR NEEDS AND ABILITIES, DOING SO WITH SENSITIVITY AND FLEXIBILITY. THE JEWISH ASSOCIATION ON AGING OFFERS A FULL CONTINUUM OF TOP-QUALITY HEALTH-RELATED SERVICES FOR SENIORS AND FAMILIES OF ALL FAITHS. WITH A FOCUS ON PRESERVING INDEPENDENCE AND ENHANCING THE QUALITY OF LIFE, WE PROVIDE PERSONALIZED CARE BASED ON INDIVIDUAL PREFERENCES AND GOALS. WHATEVER THE NEED MAY BE, JAA PROVIDES THE RIGHT CARE, AT THE RIGHT TIME IN THE RIGHT PLACE. OUR SERVICES INCLUDE: ADULT DAY SERVICES; HOME HEALTH CARE; HOSPICE & PALLIATIVE CARE; OUTPATIENT REHABILITATION; MOLLIE'S MEALS; AND AGEWELL PITTSBURGH. | Desc |
| Total Program Service Expenses | $8,470,333 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (1) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 48 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 158 | EmployeeCnt |
| Employment Tax Returns Filed | 0 | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAY SUKERNEK | PersonNm |
| Phone | 4124204000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 JHF DRIVE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15217 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| MARY ANNE FOLEY | ||||||||
| PRESIDENT & CEO | 20.00 | 20.00 | Yes (X) | Yes (X) | $250,000 | $0 | $32,063 | |
| LOU PLUNG | ||||||||
| CHAIR | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| LYNETTE LEDERMAN | ||||||||
| VICE CHAIR | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ANDREW STEWART | ||||||||
| IMMEDIATE PAST CHAIR | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| GLEN FEINBERG | ||||||||
| TREASURER | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOANNE ROSS SIMON | ||||||||
| SECRETARY | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| STEVE HALPERN | ||||||||
| ASSISTANT SECRETARY | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| KAREN WOLK FEINSTEIN PHD | ||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAPHNA GANS PHD | ||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN KATZ | ||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SUE BERMAN KRESS PHD | ||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PHILIP LEHMAN PHD | ||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL LEVIN | ||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT OPPENHEIM | ||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MITCHELL PAKLER | ||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BARRY ROTH | ||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JANICE FALLER SCHERMER | ||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HOWARD SNIDERMAN | ||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| EJ STRASSBURGER | ||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JAY SUKERNEK | ||||||||
| CFO | 20.00 | 20.00 | Yes (X) | $201,000 | $0 | $12,227 | ||
| SCOTT ROSEN | ||||||||
| DIRECTOR OUTPATIENT THERAPY | 40.00 | 0.00 | $123,623 | $0 | $1,727 | Yes (X) | ||
| PAT CARR | ||||||||
| IT DIRECTOR | 40.00 | 0.00 | $116,762 | $0 | $15,213 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $691,385 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $61,230 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CLIPBOARD HEALTH | |||||
| PO BOX 103125 | PASADENA | CA | 91189 | TEMPORARY STAFFING | $459,263 |
| NETSMART TECHNOLOGIES | |||||
| PO BOX 713519 | PHILADELPHIA | PA | 19171 | EMR | $304,450 |
| PERFORMANCE FOODSERVICE | |||||
| 236 EAST VIEW DRIVE | MT PLEASANT | PA | 15666 | FOOD SERVICES | $288,836 |
| FOX REHABILITATION | |||||
| PO BOX 780409 | PHILADELPHIA | PA | 19178 | PT SERVICES | $239,495 |
| HENDERSON BROTHERS INC | |||||
| 920 FORT DUQUESNE BOULEVARD | PITSSBURGH | PA | 15222 | INSURANCE | $208,833 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 9 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $449,604 | FederatedCampaignsAmt |
| All Other Contributions | $1,101,352 | AllOtherContributionsAmt |
| Total Contributions | $1,550,956 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| RESIDENT/CARE GIVING SERVICES | 623000 | $10,519,253 | $10,519,253 |
| OTHER OPERATING REVENUE | 623000 | $217,434 | $217,434 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $10,736,687 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $454,506 | TotalRevenueColumnAmt |
| Exclusion | $454,506 | ExclusionAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $237,563 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -$237,563 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$237,563 | TotalRevenueColumnAmt |
| Exclusion | -$237,563 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,504,586 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,736,687 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $216,943 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $495,290 | TotalAmt |
| Program Services | $282,063 | ProgramServicesAmt |
| Management And General | $213,227 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,205,972 | TotalAmt |
| Program Services | $4,633,914 | ProgramServicesAmt |
| Management And General | $1,380,665 | ManagementAndGeneralAmt |
| Fundraising | $191,393 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $221,437 | TotalAmt |
| Program Services | $169,435 | ProgramServicesAmt |
| Management And General | $48,053 | ManagementAndGeneralAmt |
| Fundraising | $3,949 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $749,767 | TotalAmt |
| Program Services | $591,297 | ProgramServicesAmt |
| Management And General | $146,721 | ManagementAndGeneralAmt |
| Fundraising | $11,749 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $485,561 | TotalAmt |
| Program Services | $379,077 | ProgramServicesAmt |
| Management And General | $98,978 | ManagementAndGeneralAmt |
| Fundraising | $7,506 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $300,969 | TotalAmt |
| Management And General | $300,969 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $895,202 | TotalAmt |
| Program Services | $511,436 | ProgramServicesAmt |
| Management And General | $383,766 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,491 | TotalAmt |
| Program Services | $7,893 | ProgramServicesAmt |
| Management And General | $6,455 | ManagementAndGeneralAmt |
| Fundraising | $143 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,233 | TotalAmt |
| Program Services | $86,756 | ProgramServicesAmt |
| Management And General | $11,477 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $364,892 | TotalAmt |
| Program Services | $198,752 | ProgramServicesAmt |
| Management And General | $162,545 | ManagementAndGeneralAmt |
| Fundraising | $3,595 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $444,530 | TotalAmt |
| Program Services | $339,440 | ProgramServicesAmt |
| Management And General | $103,097 | ManagementAndGeneralAmt |
| Fundraising | $1,993 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,517 | TotalAmt |
| Program Services | $36,231 | ProgramServicesAmt |
| Management And General | $29,631 | ManagementAndGeneralAmt |
| Fundraising | $655 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,476 | TotalAmt |
| Program Services | $13,876 | ProgramServicesAmt |
| Management And General | $11,349 | ManagementAndGeneralAmt |
| Fundraising | $251 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $368,939 | TotalAmt |
| Program Services | $368,939 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| BAD DEBT | $322,184 | $322,184 | ||
| FOOD & OTHER DIETARY EX | $295,043 | $295,043 | ||
| EMPLOYEE EXPENSES | $96,829 | $52,741 | $43,134 | $954 |
| EQUIPMENT | $84,641 | $74,752 | $9,889 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $148,397 | TotalAmt |
| Program Services | $106,504 | ProgramServicesAmt |
| Management And General | $40,987 | ManagementAndGeneralAmt |
| Fundraising | $906 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,684,370 | TotalAmt |
| Program Services | $8,470,333 | ProgramServicesAmt |
| Management And General | $2,990,943 | ManagementAndGeneralAmt |
| Fundraising | $223,094 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,329,155 | BOYAmt |
| EOY | $831,370 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $22,784 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $298,586 | BOYAmt |
| EOY | $138,167 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,268,874 | BOYAmt |
| EOY | $1,006,008 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $200,341 | BOYAmt |
| EOY | $80,560 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $17,208,994 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $10,612,072 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,251,889 | BOYAmt |
| EOY | $6,596,922 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,392,181 | BOYAmt |
| EOY | $292 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,676,608 | BOYAmt |
| EOY | $13,881,137 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,417,634 | BOYAmt |
| EOY | $22,557,240 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,213,922 | BOYAmt |
| EOY | $1,102,676 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $116,300 | BOYAmt |
| EOY | $75,314 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,455 | BOYAmt |
| EOY | -$2,868 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $389,062 | BOYAmt |
| EOY | $389,063 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,546 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,767,285 | BOYAmt |
| EOY | $1,564,185 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,532,197 | BOYAmt |
| EOY | $16,951,564 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,118,152 | BOYAmt |
| EOY | $4,041,491 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,650,349 | BOYAmt |
| EOY | $20,993,055 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,417,634 | BOYAmt |
| EOY | $22,557,240 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $820,216 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$128,276 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$485,702 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$863,532 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,234,086 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,902,559 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,960,143 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,383,584 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,550,956 | CurrentTaxYearAmt |
| Total | $16,031,328 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,216,117 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,322,035 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,720,057 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,839,318 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,736,687 | CurrentTaxYearAmt |
| Total | $54,834,214 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,450,203 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,224,594 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,680,200 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,222,902 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,287,643 | CurrentTaxYearAmt |
| Total | $70,865,542 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $150,316 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $133,138 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $154,700 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $77,735 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $92,010 | CurrentTaxYearAmt |
| Total | $607,899 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $150,316 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $133,138 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $154,700 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $77,735 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $92,010 | CurrentTaxYearAmt |
| Total | $607,899 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $70,257,643 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $161,987 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $70,034 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $194,740 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $222,264 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $454,506 | CurrentTaxYearAmt |
| Total | $1,103,531 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $161,987 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $70,034 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $194,740 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $222,264 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $454,506 | CurrentTaxYearAmt |
| Total | $1,103,531 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $1,549,083 | CurrentTaxYearMinus3YearsAmt |
| Total | $1,549,083 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,612,190 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,843,711 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,874,940 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,445,166 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,742,149 | CurrentTaxYearAmt |
| Total | $73,518,156 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.95570 | PublicSupportCY509Pct |
| Public Support PY509 | 0.95810 | PublicSupportPY509Pct |
| Investment Income CY | 0.01500 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01200 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | EMPLOYEE RETENTION TAX CREDIT - 2020 AMOUNT: $ 1,549,083. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,298,056 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $332,169 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $70,566 | OtherExpendituresAmt |
| Administrative Expenses | $16,724 | AdministrativeExpensesAmt |
| End Year Balance | $3,542,935 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,974,075 | BeginningYearBalanceAmt |
| Contributions | $80,052 | ContributionsAmt |
| Investment Earnings Or Losses | $259,785 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $15,856 | AdministrativeExpensesAmt |
| End Year Balance | $3,298,056 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,297,908 | BeginningYearBalanceAmt |
| Contributions | $15,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$377,911 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $78,716 | OtherExpendituresAmt |
| Administrative Expenses | $17,206 | AdministrativeExpensesAmt |
| End Year Balance | $2,974,075 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,446,971 | BeginningYearBalanceAmt |
| Contributions | $270,080 | ContributionsAmt |
| Investment Earnings Or Losses | $660,446 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $65,192 | OtherExpendituresAmt |
| Administrative Expenses | $14,397 | AdministrativeExpensesAmt |
| End Year Balance | $3,297,908 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,220,583 | BeginningYearBalanceAmt |
| Contributions | $256,212 | ContributionsAmt |
| Investment Earnings Or Losses | $47,001 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $64,417 | OtherExpendituresAmt |
| Administrative Expenses | $12,408 | AdministrativeExpensesAmt |
| End Year Balance | $2,446,971 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.21080 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.66710 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.12210 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,893,588 | OtherCostOrOtherBasisAmt |
| Book Value | $1,893,588 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,150,794 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,228,598 | DepreciationAmt |
| Book Value | $2,922,196 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,397,012 | OtherCostOrOtherBasisAmt |
| Depreciation | $711,269 | DepreciationAmt |
| Book Value | $685,743 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,048,376 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,672,205 | DepreciationAmt |
| Book Value | $376,171 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $719,224 | OtherCostOrOtherBasisAmt |
| Book Value | $719,224 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $6,596,922 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DUE FROM AFFILIATE | $9,303,884 |
| ASSETS WHOSE USE IS LIMITED | $4,559,806 |
| RESIDENT TRUST FUNDS | -$2,868 |
| ACT 82 RESERVE | $20,315 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $13,881,137 | TotalBookValueOtherAssetsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | THE ORGANIZATION HOLDS RESIDENT TRUST FUNDS IN A SEPARATE CUSTODIAL ACCOUNT. THESE FUNDS ARE ACCURATELY REPORTED AS BOTH AN ASSET AND A CORRESPONDING LIABILITY ON THE FINANCIAL STATEMENTS. |
| PART V, LINE 4: | THIS IS A STRATEGIC INITIATIVE TO EXPAND SERVICES TO PREEMPT THE GROWING NEEDS IN SENIOR CARE AND DEFINE THE FUTURE OF SENIOR LIVING. IT IS NOT ONLY AN INVESTMENT FOR OUR SENIORS TODAY, BUT AN INVESTMENT FOR ALL OF OUR FUTURES. A ROBUST ENDOWMENT LETS US CONTINUE TO OFFER CUTTING-EDGE SENIOR CARE AND PROVIDE FOR THOSE WHO HAVE LOST THE ABILITY TO PAY FOR THAT CARE THEMSELVES. |
| PART X, LINE 2: | JAA IS CLASSIFIED AS A TAX-EXEMPT, NONPROFIT CORPORATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO PROVISION FOR FEDERAL AND STATE INCOME TAXES IS REQUIRED. THE ORGANIZATION ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES BY USING A RECOGNITION THRESHOLD OF MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD IS MET. MANAGEMENT DETERMINED THERE WERE NO TAX UNCERTAINTIES THAT MET THE RECOGNITION THRESHOLD AT JUNE 30, 2024 AND 2023. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARY ANNE FOLEY | ||||||||||||||
| PRESIDENT & CEO | $250,000 | $0 | $0 | $0 | $0 | $0 | $30,000 | $0 | $2,063 | $0 | $282,063 | $0 | $0 | $0 |
| JAY SUKERNEK | ||||||||||||||
| CFO | $201,000 | $0 | $0 | $0 | $0 | $0 | $4,020 | $0 | $8,207 | $0 | $213,227 | $0 | $0 | $0 |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTHEAST MEDICAL ASSOCIATES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | ENTITY MORE THAN 35% OWNED BY MITCHELL PAKLER BOARD MEMBER | RelationshipDescriptionTxt |
| Transaction | $46,468 | TransactionAmt |
| Transaction | MEDICAL SUPPLIES | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | THE CHIEF EXECUTIVE OFFICER (CEO) IS RECUSED FROM VOTING ON MATTERS RELATED TO THEIR OWN EMPLOYMENT. THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE OFFICERS OF THE BOARD THAT ARE MEMBERS OF THE BOARD, THE CHAIRS OF THE STANDING COMMITTEES AND UP TO TWO AT-LARGE MEMBERS OF THE BOARD, WHO SHALL BE APPOINTED BY, AND AT THE DISCRETION OF, THE CHAIR OF THE BOARD. THE CHAIR OF THE BOARD, OR IN THE ABSENCE OF THE CHAIR, THE VICE-CHAIR, OR IF THERE SHALL THEN BE NO VICE-CHAIR, THE TREASURER, SHALL ACT AS CHAIRMAN, AND THE SECRETARY SHALL ACT AS SECRETARY OF THE MEETING. THE EXECUTIVE COMMITTEE SHALL MEET AS OFTEN AS REQUIRED, AT THE CALL OF THE CHAIR OF THE COMMITTEE, OR BY A MAJORITY VOTE OF THE COMMITTEE MEMBERS. THE DUTIES OF THE EXECUTIVE COMMITTEE ARE TO EXERCISE SUCH OF THE POWERS OF THE BOARD OF DIRECTORS DURING THE PERIOD OF TIME BETWEEN MEETINGS OF THE BOARD AS MAY BE REASONABLY REQUIRED TO CARRY OUT THE OPERATIONS OF THE CORPORATION. THE MINUTES OF THE EXECUTIVE COMMITTEE MEETINGS SHALL CONTAIN ALL FORMAL ACTIONS TAKEN OR RECOMMENDED BY THE COMMITTEE AND SHALL BE DISTRIBUTED TO THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 11B | JEWISH ASSOCIATION ON AGING HAS A CERTIFIED PUBLIC ACCOUNTING FIRM PREPARE THEIR FORM 990. THE FORM 990 IS REVIEWED INITIALLY BY THE CHIEF FINANCIAL OFFICER AND PRESIDENT/CHIEF EXECUTIVE OFFICER. THE FORM 990 IS THEN PROVIDED TO THE BOARD OF DIRECTORS FOR FINAL REVIEW PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST DISCLOSURE STATEMENTS ARE GIVEN ANNUALLY TO BOARD MEMBERS AND ARE REQUIRED TO BE SIGNED AND RETURNED TO THE EXECUTIVE ASSISTANT WITHIN 30 DAYS FOR FILING IN THE ADMINISTRATIVE OFFICE. IF NOT TIMELY RETURNED, THE EXECUTIVE ASSISTANT FOLLOWS UP WITH REMINDERS UNTIL ALL STATEMENTS ARE RETURNED. THE TERMS OF THE STATEMENT ARE MONITORED AND ENFORCED BY THE PRESIDENT/CHIEF EXECUTIVE OFFICER AND EXECUTIVE COMMITTEE. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION OF THE CORPORATION'S CHIEF EXECUTIVE OFFICER IS EVALUATED ANNUALLY. THE PROCESS IS INITIATED, EVALUATED AND APPROVED BY THE COMPENSATION COMMITTEE AND THEN SENT FOR REVIEW AND SUBSEQUENT APPROVAL BY THE ENTIRE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION C, LINE 19 | JEWISH ASSOCIATION ON AGING MAKES ITS FORM 990 AND FORM 1023 AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | NET ASSET RECLASSIFICATION TO RELATED PARTY -863,532. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| JEWISH HOME AND HOSPITAL FOR THE AGED | ||||||||||
| 200 JHF DRIVE | PITTSBURGH | PA | 15217 | 250965408 | HEALTH CARE | PA | 501(C)(3) | LINE 10 | JEWISH ASSOCIATION ON AGING | Yes (1) |
| RIVERVIEW APARTMENTS INC | ||||||||||
| 52 GARETTA STREET | PITTSBURGH | PA | 15217 | 256063049 | HUD SUBSIDIZED HOUSING, MEALS AND ACTIVITES FOR SENIOR CITIZENS | PA | 501(C)(3) | LINE 7 | JEWISH ASSOCIATION ON AGING | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWISH HOME & HOSPITAL FOR THE AGED | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | D | TransactionTypeTxt |
| Involved | $9,303,884 | InvolvedAmt |
| Method Of Amount Determination | COST | MethodOfAmountDeterminationTxt |