2020-05-06T07:40:23-05:00 2019-06-30 221478099 COHNREZNICK LLP 7501 WISCONSIN AVENUE SUITE 400E BETHESDA MD 20814 990 2018-07-01 530196598 JEWISH SOCIAL SERVICE AGENCY JEWI 3018162602 200 WOOD HILL ROAD ROCKVILLE MD 20850 CAROLINE APPLEBY CFO 3018162602 2020-04-28 1 DANIEL O'SHEA P00957510 3016529100 2020-04-28 209.59.242.35 2020-04-28 13:26:10 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 0FC5460241256066D74A2C5C66FD8B85E1F8608D 2018 2021-01-29 14:40:06Z TODD SCHENK 200 WOOD HILL ROAD ROCKVILLE MD 20850 31775736 0 X WWW.JSSA.ORG X 1933 DC JSSA EMPOWERS INDIVIDUALS AND FAMILIES TO ACHIEVE WELL-BEING ACROSS THEIR LIFESPAN. 27 27 317 1000 0 0 13208397 11817038 14640290 15459679 1866905 1157261 -120359 1748 29595233 28435726 868161 631387 0 0 16264794 16943766 0 84360 919944 9933561 10146309 27066516 27805822 2528717 629904 67138855 65891216 12142407 9197619 54996448 56693597 X SEE SCHEDULE O 0 0 9592870 11420280 SEE SCHEDULE O 6026703 245788 363030 SEE SCHEDULE O 6290387 258362 2655398 SEE SCHEDULE O 1192534 986231 SPECIALIZED EMPLOYMENT 294813 49068 HOMECARE SERVICES 436721 78169 34740 OTHER PROGRAMS 1924068 127237 1020971 23834028 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 1 138 0 1 317 1 0 0 0 0 0 1 1 0 0 0 1 0 0 0 X 27 27 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 DC MD CA FL NY VA X X CAROLINE APPLEBY 3018162602 200 WOOD HILL ROAD ROCKVILLE MD 20850 CANDI KAPLAN PRESIDENT 2.00 1.00 X X 0 0 0 SCOTT GREEN VICE PRESIDENT 2.00 1.00 X X 0 0 0 RUTH RUSKIN VICE PRESIDENT 2.00 1.00 X X 0 0 0 ROBIN THOMASHAUER SECRETARY 2.00 1.00 X X 0 0 0 MICHAEL MAEL TREASURER 2.00 1.00 X X 0 0 0 MARK ELLENBOGEN BOARD MEMBER 1.00 X 0 0 0 DAVID FLYER BOARD MEMBER 1.00 X 0 0 0 DAVID SCHWARTZ BOARD MEMBER 1.00 X 0 0 0 SANDRA A SELLERS BOARD MEMBER 1.00 X 0 0 0 RHONDA BRANDES BOARD MEMBER 1.00 X 0 0 0 RITA CORWIN BOARD MEMBER 1.00 X 0 0 0 YVONNE DISTENFELD BOARD MEMBER 1.00 X 0 0 0 CHARLES W FRICK BOARD MEMBER 1.00 X 0 0 0 PATTI GOLDMAN BOARD MEMBER 1.00 X 0 0 0 MICHAEL GOLDSMITH BOARD MEMBER 1.00 X 0 0 0 ROBERTA HOCHBERG BOARD MEMBER 1.00 X 0 0 0 NANCY KAPLAN BOARD MEMBER 1.00 X 0 0 0 LAWRENCE KLINE BOARD MEMBER 1.00 1.00 X 0 0 0 HAROLD KRAUTHAMER BOARD MEMBER 1.00 X 0 0 0 CAPT SOLOMON LEVY BOARD MEMBER 1.00 X 0 0 0 SUZANNE LEVY BOARD MEMBER 1.00 X 0 0 0 ESTHER NEWMAN BOARD MEMBER 1.00 X 0 0 0 MARCIA NUSGART BOARD MEMBER 1.00 X 0 0 0 GRANT OTTENSTEIN BOARD MEMBER 1.00 1.00 X 0 0 0 RABBI JONATHAN SCHNITZER BOARD MEMBER 1.00 X 0 0 0 PAT SILVER BOARD MEMBER 1.00 X 0 0 0 JEFF YENTIS BOARD MEMBER 1.00 X 0 0 0 TODD SCHENK CHIEF EXECUTIVE OFFICER 36.50 1.00 X 367574 0 18000 JOHN J KENNEY COO (BEGIN 09/04/2018) 37.50 X 60375 0 0 CAROLINE APPLEBY CFO 36.50 1.00 X 175237 0 45920 JENNIFER RIPKIN CHIEF HUMAN RESOURCES OFFICER 37.50 X 154824 0 37717 JASON YOUNG CHIEF INFORMATION OFFICER 37.50 X 174115 0 0 MICHAEL WESTERMAN MEDICAL DIRECTOR 37.50 X 216923 0 0 JOY SEXTON HOSPICE DIRECTOR 37.50 X 150706 0 11025 DEBORAH PEEPLES CHIEF DEVELOPMENT OFFICER 37.50 X 156066 0 458 1455820 0 113120 12 0 1 0 CCSI CONSTRUCTION 1150 CONNECTICUT AVE NW SUITE 801 WASHINGTON DC 20036 CONSTRUCTION SERVICES 2574819 CIRCLE OF FRIENDS LLC 17830 NEW HAMPSHIRE AVENUE SUITE 3 ASHTON MD 20861 HOME HEALTH CARE SERVICES 507700 NTIVA INC 7900 WESTPARK DRIVE SUITE A-100 MCLEAN VA 22102 IT SERVICES 497585 PERSONAL HOME CARE LLC 10 CROSSROADS DRIVE SUITE 110 OWINGS MILLS MD 21117 HOME HEALTH CARE SERVICES 308487 NETSMART TECHNOLOGIES INC PO BOX 823519 PHILADELPHIA PA 19182 SOFTWARE/IT SERVICES 245240 11 46951 20561 5640591 6108935 82505 11817038 PATIENT SERVICES 900099 15424939 15424939 TRAINING INSTITUTE FEES 900099 34740 34740 15459679 836776 836776 3639114 3318629 320485 320485 320485 23125 20561 21381 1744 1744 MISCELLANEOUS 900099 4 4 4 28435726 15459679 0 1159009 X 49068 49068 582319 582319 757538 649867 81204 26467 13434621 11503337 1452016 479268 35719 31349 3443 927 1712481 1502969 165068 44444 1003407 865915 101806 35686 96519 96519 69107 15795 53312 84360 84360 77900 77900 4798339 4415291 299888 83160 238490 154250 79012 5228 428558 329866 56910 41782 401852 302715 40374 58763 603035 536310 59903 6822 207012 201888 4801 323 69316 36416 30277 2623 332385 332385 783209 651088 109351 22770 149039 130443 14666 3930 MEDICAL EQUIP. & SUPPLI 1326154 1326154 PROGRAM EXPENSES 223500 223250 250 OTHER EXPENSES 174016 131106 33794 9116 DUES, LICENSES & OTHER 116815 66752 36038 14025 51063 49980 1083 27805822 23834028 3051850 919944 2077481 1402950 1139870 1861525 2664632 3231894 3559319 2046860 206572 226719 19816209 5294906 14620197 14521303 36601684 36658617 4471906 5221015 1797194 720333 67138855 65891216 1982024 1198467 100596 157643 9486399 7206399 573388 635110 12142407 9197619 X 23318081 25205727 6917755 6399097 24760612 25088773 54996448 56693597 67138855 65891216 629904 1067245 0 X 0 1 X 1 0 X 7958072 7836286 10201389 13208397 11817038 51021182 7958072 7836286 10201389 13208397 11817038 51021182 51021182 1203909 867067 705873 945556 836776 4559181 55580363 65350252 0.91800 0.90430 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 41599922 507298 2109508 2488430 41728298 38469101 2057240 3060433 1986852 41599922 35451095 1251368 3861909 2001075 94196 38469101 37894197 526397 -742764 2117553 109182 35451095 38773629 496816 886354 2127892 134710 37894197 0.27630 0.72370 0 0 2512911 2512911 9363566 2376590 6986976 4416104 766291 3649813 2030588 1291716 738872 1493040 860309 632731 14521303 ACL ALTERNATIVE FUND 3589836 F SKYBRIDGE ALTERNATIVE FUND 1631179 F 5221015 DEFERRED COMP PLAN LIABILITY 635110 635110 X 32635605 1067245 104077 3106457 4277779 28357826 77900 77900 28435726 31035723 104077 3203724 3307801 27727922 77900 77900 27805822 PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT CONSISTS OF 15 FUNDS ESTABLISHED TO SUPPORT A VARIETY OF THE ORGANIZATION'S PROGRAMS. PART X, LINE 2: 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 PENALTIES AND INTEREST RELATED TO INCOME TAXES ON UNCERTAIN TAX POSITIONS IN ACCOUNTS PAYABLE, ACCRUED EXPENSES AND OTHER LIABILITIES ON THE CONSOLIDATED STATEMENTS OF FINANCIAL POSITION AND MANAGEMENT AND ADMINISTRATIVE EXPENSES ON THE CONSOLIDATED STATEMENTS OF ACTIVITIES AND CHANGE IN NET ASSETS. TAX YEARS PRIOR TO 2015 FOR JSSA ARE NO LONGER SUBJECT TO EXAMINATION BY THE IRS OR THE STATE TAX JURISDICTIONS OF MARYLAND, VIRGINIA AND THE DISTRICT OF COLUMBIA. PART XI, LINE 2D - OTHER ADJUSTMENTS: NET REVENUE OF AFFILIATE INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS 3,155,525. REVENUE RECEIVED FROM AFFILIATE - ELIMINATED ON CONSOLIDATED FINANCIAL STMTS -49,068. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES OF AFFILIATE INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS 3,252,792. EXPENSES PAID TO AFFILIATE - ELIMINATED ON CONSOLIDATED FINANCIAL STATEMENTS -49,068. X 1 AEM CONSULTING GROUP LLC 3902 12TH STREET SOUTH ARLINGTON VA 22204 FUNDRAISING CONSULTING 0 2102461 84360 2018101 2102461 84360 2018101 MD VA DC FL CA NY PARKLAND & SES EVENT 43686 20561 23125 4563 14588 2230 43686 20561 23125 4563 14588 2230 21381 1744 1 PREMIER HOMECARE INC 6123 MONTROSE ROAD ROCKVILLE MD 20852 522224485 501(C)(3) 49068 HOME-BASED CARE 1 SERVICES & FINANCIAL ASSISTANCE 1402 582319 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 0 1 X X X X X 0 1 0 0 0 0 0 0 0 TODD SCHENK CHIEF EXECUTIVE OFFICER 366332 0 0 0 1242 0 18000 0 0 0 385574 0 0 0 CAROLINE APPLEBY CFO 174162 0 0 0 1075 0 10000 0 35920 0 221157 0 0 0 JENNIFER RIPKIN CHIEF HUMAN RESOURCES OFFICER 154380 0 0 0 444 0 0 0 37717 0 192541 0 0 0 JASON YOUNG CHIEF INFORMATION OFFICER 173124 0 0 0 991 0 0 0 0 0 174115 0 0 0 MICHAEL WESTERMAN MEDICAL DIRECTOR 216627 0 0 0 296 0 0 0 0 0 216923 0 0 0 JOY SEXTON HOSPICE DIRECTOR 149880 0 0 0 826 0 0 0 11025 0 161731 0 0 0 DEBORAH PEEPLES CHIEF DEVELOPMENT OFFICER 152584 0 0 0 3482 0 0 0 458 0 156524 0 0 0 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. 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. PART I, LINE 4B THE ORGANIZATION MAINTAINS A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. NO AMOUNTS WERE CONTRIBUTED OR DISTRIBUTED IN 2018. X 12 10575 FMV X 11 66930 FMV X 1 5000 FACE VALUE 0 1 1 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. FORM 990, PART III, LINE 1 FOR MORE THAN 127 YEARS, JSSA (JEWISH SOCIAL SERVICE AGENCY) HAS BEEN HELPING CHILDREN, TEENS, ADULTS, AND SENIORS DEAL WITH LIFE'S MANY EMOTIONAL, SOCIAL, AND PHYSICAL CHALLENGES BY PROMOTING HEALTH, WELL-BEING, AND RENEWAL. IN FY 2018, JSSA SERVED AND SUPPORTED 23,200 INDIVIDUALS OF EVERY FAITH, ACROSS THE METRO DC AREA, THROUGH ITS MENTAL HEALTH, SUPPORTED EMPLOYMENT, SENIOR AND HOLOCAUST SERVICE PROGRAM, HOSPICE, AND HOMECARE SERVICES. FORM 990, PART III, LINE 4A, PROGRAM SERVICE ACCOMPLISHMENTS: HOSPICE AND END-OF-LIFE CARE SUPPORT SERVICE: JSSA'S HOSPICE SERVED AND SUPPORTED 4773 INDIVIDUALS AND THEIR FAMILIES FACING A LIFE-LIMITING ILLNESS. AN INTERDISCIPLINARY TEAM OF REGISTERED NURSES, HOSPICE PHYSICIANS, SOCIAL WORKERS, CHAPLAINS, HOSPICE AIDES, AND VOLUNTEERS PROVIDE COMPASSIONATE CARE. TRAINED VOLUNTEERS OFFER ADDITIONAL FAMILY SUPPORT. FOR 13 MONTHS FOLLOWING THE LOVED ONE'S LOSS, BEREAVEMENT SUPPORT IS PROVIDED. TRANSITIONS IS A FREE NON-MEDICAL SOCIAL SUPPORT PROGRAM DESIGNED TO HELP INDIVIDUALS AND THEIR FAMILIES UNDERSTAND COMMUNITY RESOURCES, HELP WITH UNDERSTANDING CARE OPTIONS AND CHOICES LIVING WITH A LIFE-LIMITING ILLNESS. JSSA HOSPICE IS LICENSED BY THE STATE OF MARYLAND AND ACCREDITED BY COMMUNITY HEALTH ACCREDITATION PARTNERS, A LEADER IN-HOME CARE ACCREDITATION. FORM 990, PART III, LINE 4B, PROGRAM SERVICE ACCOMPLISHMENTS: SENIOR AND HOLOCAUST SURVIVOR SERVICES: JSSA'S SKILLED PROFESSIONALS AND TRAINED VOLUNTEERS HELPED AND SUPPORTED 4994 SENIORS, AND THEIR FAMILIES MAINTAIN THEIR WELL-BEING, SAFETY, AND INDEPENDENCE AND AVOID HOSPITALIZATIONS AND INSTITUTIONALIZATIONS. LICENSED, TRAINED CARE MANAGERS COORDINATE COMPREHENSIVE SERVICES, INCLUDING ESCORTED TRANSPORTATION, MEALS ON WHEELS, FRIENDLY VISITORS AND SOCIAL PROGRAMS, HOME CARE, AND MORE. COUNSELING/MENTAL HEALTH SERVICES ARE INSURANCE REIMBURSABLE. JSSA'S HOLOCAUST SURVIVOR PROGRAM SERVED AND SUPPORTED 1362 TOTAL MEN AND WOMEN AND THEIR FAMILIES SURVIVORS LIVING INDEPENDENTLY IN THE COMMUNITY. HSP PROGRAM ENROLLMENT OF ACTUAL SURVIVORS ON OUR CASELOAD IS APPROXIMATELY 450. THE HSP PROGRAM IS SUPPORTED BY THE CONFERENCE ON JEWISH MATERIAL CLAIMS AGAINST GERMANY (CLAIMS CONFERENCE), JFNA, THE JEWISH FEDERATION OF GREATER WASHINGTON, THE STATES OF MARYLAND AND VIRGINIA, AND THE GREATER JEWISH COMMUNITY. COMPREHENSIVE SERVICES ENSURE SURVIVORS LIVE WITH DIGNITY, INDEPENDENCE, AND WELL-BEING. LIMITED URGENT NEEDS ASSISTANCE, CLAIMS ASSISTANCE, CARE MANAGEMENT, HOMEMAKER AND PERSONAL ASSISTANCE, PRO BONO DENTAL, HEARING AND EYE CARE PROGRAM, KOSHER MEALS ON WHEELS, AND ESCORTED TRANSPORTATION TO MEDICAL APPOINTMENTS AND HIMMELFARB UNIVERSITY ARE ESSENTIAL TO PROGRAM COMPONENTS. FORM 990, PART III, LINE 4C, PROGRAM SERVICE ACCOMPLISHMENTS: COMPREHENSIVE MENTAL HEALTH SERVICES: JSSA'S LICENSED PROFESSIONAL AND COMPASSIONATE STAFF OF CLINICAL SOCIAL WORKERS, CARE MANAGERS, PSYCHOLOGISTS, AND PSYCHIATRISTS PROVIDE A WIDE ARRAY OF COUNSELING AND SPECIALIZED PROGRAMS FOR 8738 CHILDREN, ADOLESCENTS, ADULTS, COUPLES, AND PARENTS AND THEIR FAMILIES. INDIVIDUALIZED CLIENT ASSESSMENTS ARE THE BASIS FOR TREATMENT, INTERVENTION, AND SUPPORT SERVICES SPECIFIC TO EACH UNIQUE SITUATION. SERVICES INCLUDE COUNSELING, EARLY CHILDHOOD SERVICES, SUICIDE GRIEF SUPPORT, RELATIONSHIP COACHING, DIVORCE AND SEPARATION SERVICES, AND HOME STUDIES. JSSA ALSO OFFERS A VARIETY OF WORKSHOPS AND GROUPS FOR INDIVIDUALS STRUGGLING WITH SOCIAL, EMOTIONAL, AND PHYSICAL CHALLENGES, SUCH AS LIFE SKILLS AND SOCIAL SKILLS WORKSHOPS AND GROUPS, SOCIAL CLUBS, AND BEREAVEMENT SUPPORT GROUPS, AVAILABLE IN MARYLAND AND NORTHERN VIRGINIA. 528 INDIVIDUALS PARTICIPATED IN JSSA TRAINING INSTITUTE PROGRAMS AND WORKSHOPS. FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBERS SOLOMON AND SUZANNE LEVY ARE HUSBAND AND WIFE. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS REVIEWS FORM 990 BEFORE IT IS FILED. 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. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE (A SUB-COMMITTEE OF THE BOARD) GATHERS COMPARATIVE DATA, PERFORMS COMPENSATION STUDIES AND APPROVES THE COMPENSATION. NONE OF THESE COMPENSATED EMPLOYEES ARE ON THE BOARD OR COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION'S CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE ON THEIR WEBSITE, AND ARE ALSO MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEE: PROGRAM SERVICE EXPENSES 778,851. MANAGEMENT AND GENERAL EXPENSES 168,460. FUNDRAISING EXPENSES 73,893. TOTAL EXPENSES 1,021,204. PENSION SERVICE FEE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 4,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,000. PAYROLL FEES: PROGRAM SERVICE EXPENSES 82,895. MANAGEMENT AND GENERAL EXPENSES 9,726. FUNDRAISING EXPENSES 2,806. TOTAL EXPENSES 95,427. CUSTODIAL: PROGRAM SERVICE EXPENSES 108,484. MANAGEMENT AND GENERAL EXPENSES 15,749. FUNDRAISING EXPENSES 3,055. TOTAL EXPENSES 127,288. INTERPRETER: PROGRAM SERVICE EXPENSES 11,598. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 11,598. TEMPORARY STAFF: PROGRAM SERVICE EXPENSES 42,834. MANAGEMENT AND GENERAL EXPENSES 101,953. FUNDRAISING EXPENSES 3,406. TOTAL EXPENSES 148,193. MEDICAL PROVIDERS: PROGRAM SERVICE EXPENSES 3,390,629. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,390,629. 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) LINE 10 JSSA 1 0 1 0 0 0 0 0 0 0 1 0 1 1 1 1 1 1 1 1