2025-05-14T14:29:56-05:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 4334 MUNSON STREET SUITE 200 CANTON OH 44718 990 2023-07-01 251720606 JEWISH ASSOCIATION ON AGING JEWI 4124204000 200 JHF DRIVE PITTSBURGH PA 15217 MARY ANNE FOLEY CEO 4124204000 2025-05-13 1 1 JENNIFER COLEMAN P00743188 3304972000 2025-05-13 2023 2025-03-06 01:10:19Z JAA CENTERS FOR REHABILITATION WEINBERG TERRACE HOME HEALTH SERVICES SIVITZ HOSPICE & PALLIATIVE CARE MARY ANNE FOLEY 200 JHF DRIVE PITTSBURGH PA 15217 12742149 0 X WWW.JAAPGH.ORG X 1993 PA HONOR/ENHANCE THE ELDERLY BY A CONTINUUM OF QUALITY CARE CONSISTENT WITH JEWISH VALUES/TRADITIONS. 21 20 158 50 0 0 1383584 1550956 10534989 10736687 222264 216943 304329 0 12445166 12504586 0 0 0 0 8471341 8158027 0 0 223094 3975886 3526343 12447227 11684370 -2061 820216 23417634 22557240 1767285 1564185 21650349 20993055 X 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. 0 0 8470333 0 10736687 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. 8470333 1 1 0 0 0 0 0 0 1 1 1 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 0 0 0 1 48 0 158 0 0 0 0 0 0 0 0 0 0 0 0 0 X 21 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X JAY SUKERNEK 4124204000 200 JHF DRIVE PITTSBURGH PA 15217 MARY ANNE FOLEY PRESIDENT & CEO 20.00 20.00 X X 250000 0 32063 LOU PLUNG CHAIR 1.00 1.00 X X 0 0 0 LYNETTE LEDERMAN VICE CHAIR 1.00 1.00 X X 0 0 0 ANDREW STEWART IMMEDIATE PAST CHAIR 1.00 1.00 X X 0 0 0 GLEN FEINBERG TREASURER 1.00 1.00 X X 0 0 0 JOANNE ROSS SIMON SECRETARY 1.00 1.00 X X 0 0 0 STEVE HALPERN ASSISTANT SECRETARY 1.00 1.00 X X 0 0 0 KAREN WOLK FEINSTEIN PHD DIRECTOR 1.00 1.00 X 0 0 0 DAPHNA GANS PHD DIRECTOR 1.00 1.00 X 0 0 0 JOHN KATZ DIRECTOR 1.00 1.00 X 0 0 0 SUE BERMAN KRESS PHD DIRECTOR 1.00 1.00 X 0 0 0 PHILIP LEHMAN PHD DIRECTOR 1.00 1.00 X 0 0 0 MICHAEL LEVIN DIRECTOR 1.00 1.00 X 0 0 0 ROBERT OPPENHEIM DIRECTOR 1.00 1.00 X 0 0 0 MITCHELL PAKLER DIRECTOR 1.00 1.00 X 0 0 0 BARRY ROTH DIRECTOR 1.00 1.00 X 0 0 0 JANICE FALLER SCHERMER DIRECTOR 1.00 1.00 X 0 0 0 HOWARD SNIDERMAN DIRECTOR 1.00 1.00 X 0 0 0 EJ STRASSBURGER DIRECTOR 1.00 1.00 X 0 0 0 JAY SUKERNEK CFO 20.00 20.00 X 201000 0 12227 SCOTT ROSEN DIRECTOR OUTPATIENT THERAPY 40.00 0.00 X 123623 0 1727 PAT CARR IT DIRECTOR 40.00 0.00 X 116762 0 15213 691385 0 61230 4 0 1 0 CLIPBOARD HEALTH PO BOX 103125 PASADENA CA 91189 TEMPORARY STAFFING 459263 NETSMART TECHNOLOGIES PO BOX 713519 PHILADELPHIA PA 19171 EMR 304450 PERFORMANCE FOODSERVICE 236 EAST VIEW DRIVE MT PLEASANT PA 15666 FOOD SERVICES 288836 FOX REHABILITATION PO BOX 780409 PHILADELPHIA PA 19178 PT SERVICES 239495 HENDERSON BROTHERS INC 920 FORT DUQUESNE BOULEVARD PITSSBURGH PA 15222 INSURANCE 208833 9 449604 1101352 1550956 RESIDENT/CARE GIVING SERVICES 623000 10519253 10519253 OTHER OPERATING REVENUE 623000 217434 217434 10736687 454506 454506 237563 -237563 -237563 -237563 12504586 10736687 0 216943 495290 282063 213227 6205972 4633914 1380665 191393 221437 169435 48053 3949 749767 591297 146721 11749 485561 379077 98978 7506 300969 300969 895202 511436 383766 14491 7893 6455 143 98233 86756 11477 364892 198752 162545 3595 444530 339440 103097 1993 66517 36231 29631 655 25476 13876 11349 251 368939 368939 BAD DEBT 322184 322184 FOOD & OTHER DIETARY EX 295043 295043 EMPLOYEE EXPENSES 96829 52741 43134 954 EQUIPMENT 84641 74752 9889 148397 106504 40987 906 11684370 8470333 2990943 223094 1329155 831370 22784 298586 138167 1268874 1006008 200341 80560 17208994 10612072 6251889 6596922 4392181 292 9676608 13881137 23417634 22557240 1213922 1102676 116300 75314 7455 -2868 389062 389063 40546 0 1767285 1564185 X 15532197 16951564 6118152 4041491 21650349 20993055 23417634 22557240 X 820216 -128276 -485702 -863532 X 0 1 X 1 0 X 2234086 6902559 3960143 1383584 1550956 16031328 12216117 10322035 10720057 10839318 10736687 54834214 14450203 17224594 14680200 12222902 12287643 70865542 150316 133138 154700 77735 92010 607899 0 150316 133138 154700 77735 92010 607899 70257643 161987 70034 194740 222264 454506 1103531 161987 70034 194740 222264 454506 1103531 1549083 1549083 14612190 18843711 14874940 12445166 12742149 73518156 0.95570 0.95810 0.01500 0.01200 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: EMPLOYEE RETENTION TAX CREDIT - 2020 AMOUNT: $ 1,549,083. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 3298056 332169 70566 16724 3542935 2974075 80052 259785 15856 3298056 3297908 15000 -377911 78716 17206 2974075 2446971 270080 660446 65192 14397 3297908 2220583 256212 47001 64417 12408 2446971 0.21080 0.66710 0.12210 1 0 1893588 1893588 9150794 6228598 2922196 1397012 711269 685743 4048376 3672205 376171 719224 719224 6596922 DUE FROM AFFILIATE 9303884 ASSETS WHOSE USE IS LIMITED 4559806 RESIDENT TRUST FUNDS -2868 ACT 82 RESERVE 20315 13881137 X 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. X X X X X 0 1 0 0 0 0 0 0 0 MARY ANNE FOLEY PRESIDENT & CEO 250000 0 0 0 0 0 30000 0 2063 0 282063 0 0 0 JAY SUKERNEK CFO 201000 0 0 0 0 0 4020 0 8207 0 213227 0 0 0 NORTHEAST MEDICAL ASSOCIATES ENTITY MORE THAN 35% OWNED BY MITCHELL PAKLER BOARD MEMBER 46468 MEDICAL SUPPLIES 0 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. 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 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 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 JEWISH HOME & HOSPITAL FOR THE AGED D 9303884 COST