2020-05-05T13:20:33-05:00 2019-06-30 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2018-07-01 520983740 JEWISH COUNCIL FOR THE AGING OF GREATER WASHINGTON INC JEWI 3012554200 12320 PARKLAWN DRIVE ROCKVILLE MD 20852 DAVID GAMSE CHIEF EXECUTIVE OFFICER 3012554200 2020-05-05 1 RICHARD J LOCASTRO CPA P00288314 3019519090 75.103.231.202 2020-05-05 14:20:22 ED P 8A04992F9AA5330EDB38CCF362EE047B41C21F8B 90EFBB5FB02E416132FFFBA677145A83C47C36B4 2018 2020-09-23 17:36:50Z DAVID GAMSE 12320 PARKLAWN DRIVE ROCKVILLE MD 20852 5640280 0 X WWW.ACCESSJCA.ORG X 1973 MD SEE PART III, LINE 1. 30 30 182 1020 438980 0 4036605 3312414 2096311 1992752 67899 71398 -67709 -158490 6133106 5218074 0 0 0 0 3779572 3874737 0 0 257452 1979626 1863119 5759198 5737856 373908 -519782 9261357 9013872 5029732 5235276 4231625 3778596 X 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. 0 0 1649831 550195 ELDERBUS TRANSPORTATION & MOBILITY MANAGEMENT SERVICES: OUR TRANSPORTATION PROGRAMS OPEN DOORS TO A WORLD OTHERWISE BEYOND REACH FOR SENIORS AND ADULTS WITH DISABILITIES. IN FISCAL YEAR 2019, CONNECT-A-RIDE MOBILITY SPECIALISTS PROVIDED 5,557 REFERRALS, ASSISTED 1,616 CALLERS AND MET WITH 846 ATTENDEES AT RIDE SMART TRAVEL TRAINING, SENIOR FAIRS AND EXPOS. OUR WHEELCHAIR-ACCESSIBLE ELDERBUSES TRAVELED 181,282 MILES WHILE MAKING 62,981 PASSENGER TRIPS. OUR BUS DRIVERS ARE SPECIALLY TRAINED TO ASSIST SENIORS WITH COGNITIVE AND PHYSICAL HANDICAPS TO JCA'S OWN ADULT DAY CENTERS, SENIOR CENTERS AND THE COMMUNITY THEY CHERISH.VILLAGERIDES HELPED 367 SENIORS AND ADULTS WITH DISABILITIES GET 5,061 RIDES THROUGH A NETWORK OF 15 NEIGHBORHOOD VILLAGES IN MONTGOMERY COUNTY AND PRINCE GEORGE'S COUNTY, MD. THE POZEZ JEWISH COMMUNITY CENTER OF NORTHERN VIRGINIA HELPED 753 PASSENGERS GET 12,244 RIDES FROM 477 VOLUNTEER DRIVERS. ITS NV RIDES PROGRAM IS A PARTNER WITH JCA IN OUR VOLUNTEER DRIVING NETWORK OF GREATER D.C.OUR ESCORTED TRANSPORTATION PROGRAM PROVIDED 508 RIDES TO 395 SENIORS WHO REQUIRED DOOR-THROUGH-DOOR ASSISTANCE (SERVICES BEYOND DOOR-TO-DOOR PICKUP AND DROP-OFF). 959008 8152 SENIOR EMPLOYMENT: WE HELP OLDER ADULTS FIND AND KEEP JOBS.MORE THAN 1,900 JOB SEEKERS ATTENDED OUR 50+ EMPLOYMENT EXPOS IN MONTGOMERY COUNTY, M.D. AND FAIRFAX COUNTY, V.A., AND IN FISCAL YEAR 2019, A RECORD NUMBER OF EMPLOYERS AND RESOURCE EMPLOYERS WERE THERE TO ASSIST THEM.OUR SENIOR COMMUNITY SERVICE EMPLOYMENT PROGRAM PROVIDED 47,267 COMMUNITY SERVICE HOURS THROUGH THE WORK OF 83 PAID, ON-THE-JOB TRAINEES WHO WERE AGE 55 OR BETTER AND AT OR BELOW 125 PERCENT OF THE FEDERAL POVERTY LINE. WE ALSO PAVED THE WAY FOR A NEW PROGRAM TO PREPARE INTERESTED PROGRAM PARTICIPANTS FOR JOBS IN THE INSURANCE INDUSTRY.THE CAREER GATEWAY, OUR MULTI-DAY WORKSHOPS FOR OLDER JOB SEEKERS, SERVED 95 MID-LIFE AND OLDER JOB SEEKERS, MOST OF WHOM QUICKLY FOUND JOBS AFTER GRADUATING. 1076567 659859 ADULT DAY PROGRAMS: JCA ADULT DAY SERVICES OFFER COMPASSIONATE, SUPPORTIVE CARE IN A WELCOMING ENVIRONMENT.THE SAMUEL GORLITZ KENSINGTON CLUBS, OUR SOCIAL DAY PROGRAMS FOR OLDER ADULTS DIAGNOSED WITH EARLY-STAGE MEMORY LOSS, HAS BEEN HELPING PEOPLE SINCE 2008. IN FISCAL YEAR 2019, OUR THREE CLUBS SERVED 88 PARTICIPANTS WHO ENJOYED LEARNING, EXERCISING AND SOCIALIZING AT OUR THREE LOCATIONS. OUR ALBERT & HELEN MISLER ADULT DAY CENTER PROVIDED COMPASSIONATE CARE TO 70 PARTICIPANTS WITH PHYSICAL, COGNITIVE OR EMOTIONAL CHALLENGES.WE ALSO RAN CAREGIVER SUPPORT GROUPS YEAR-ROUND. 520576 332566 INFORMATION, EDUCATION & OUTREACH: OUR INFORMATION AND REFERRAL PROGRAMS ARE AS CLOSE AS A TELEPHONE CALL, AS NEAR AS ONE'S HEART.IN FISCAL YEAR 2019, THE VOLUNTEERS AND STAFF OF THE ROSE BENT LEE SENIOR HELPLINE AND STEVEN M. REICH HOMECARE RESOURCE CENTER PROVIDED MORE THAN 1,200 REFERRALS FOR HOUSING, CAREGIVING, SOCIAL PROGRAMS, MEDICAL EQUIPMENT AND MORE.SHIP, OUR STATE HEALTH INSURANCE ASSISTANCE PROGRAM, ANSWERED 3,079 CALLS THANKS TO TWO STAFF AND 22 VOLUNTEERS WHO SPENT 2,451 HOURS COUNSELING INDIVIDUALS ON MEDICARE OPTIONS. WE HELPED 179 CLIENTS TO SAVE AN AVERAGE OF $1,888 PER PERSON ON PRESCRIPTION DRUGS THROUGH FREE ANALYSIS. IN ADDITION, STAFF AND VOLUNTEERS MADE 68 MEDICARE PRESENTATIONS AND ATTENDED 35 OUTREACH EVENTS.IN COLLABORATION WITH WASHINGTON JEWISH WEEK, WE REACHED THOUSANDS OF OLDER ADULTS AND FAMILY CAREGIVERS WITH THE JCA SENIOR RESOURCES GUIDES ON SUCH TOPICS AS VACATIONS, MEDICARE AND THE GIG ECONOMY.WE DISSEMINATED INFORMATION ABOUT AGING WELL AND ABOUT JCA'S OWN EDUCATIONAL AND SERVICE PROGRAMS VIA OUR WEBSITES AT WWW.ACCESSJCA.ORG AND WWW.MEDICAREABC.ORG AS WELL AS THROUGH SOCIAL MEDIA. WE WELCOMED OUR 5,200TH FACEBOOK FRIEND AND CONTINUED TO GAIN SUPPORTERS ON LINKEDIN AND TWITTER. MORE THAN 700 PEOPLE FOLLOW JCA ON LINKEDIN, 400 ON TWITTER.OUR ANNUAL PRODUCTIVE AGING AWARD HELPS US TO SHATTER NEGATIVE STEREOTYPES ABOUT OLD AGE. IT WAS AN HONOR TO PRESENT THE 26TH AWARD TO RENOWNED ACTOR LOUIS GOSSETT JR. WE CELEBRATED THE SAMUEL AND GRACE GORLITZ FOUNDATION BY PRESENTING THEM THE JCA HUMANITARIAN AWARD OF 2019 DURING OUR PRODUCTIVE AGING AWARD DINNER, WHICH WELCOMED 400. 270508 3000 INTERGENERATIONAL PROGRAMS: OUR INTERGENERATIONAL PROGRAMS BUILD BRIDGES ACROSS GENERATIONS WHILE HELPING CHILDREN SUCCEED IN SCHOOL AND LIFE.IN FISCAL YEAR 2019, THE HEYMAN INTERAGES CENTER CONNECTED 596 YOUTH VOLUNTEERS WITH 1,238 MEN AND WOMEN IN SENIOR FACILITIES AND ADULT DAY CENTERS. OUR 293 OLDER VOLUNTEERS MENTORED AND TUTORED 4,141 LOW-INCOME STUDENTS IN MONTGOMERY COUNTY PUBLIC SCHOOLS AND IN CENTERS RUN BY THE MONTGOMERY COUNTY DEPARTMENT OF HEALTH AND HUMAN SERVICES. OUR 27 DIVERSE PROGRAMS WON NUMEROUS AWARDS.OVERALL, INTERAGES' VOLUNTEERS DONATED 7,725 HOURS OF CARE. 791084 335566 4476490 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 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 13 0 1 182 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 30 30 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 KEVIN FELTZ 3012554200 12320 PARKLAWN DRIVE ROCKVILLE MD 20852 NORMAN GOLDSTEIN PRESIDENT 20.00 X X 0 0 0 KENNETH SIMONSON 1ST VICE PRESIDENT 20.00 X X 0 0 0 MARION KRISTAL GOLDBERG 2ND VICE PRESIDENT 2.00 X X 0 0 0 DANIEL HODIN 3RD VICE PRESIDENT 2.00 X X 0 0 0 NANCY FIEDELMAN SECRETARY 2.00 X X 0 0 0 VIVIEN HSUEH ASSISTANT SECRETARY 2.00 X X 0 0 0 BARRY HARTZBERG TREASURER 2.00 X X 0 0 0 JEFFREY LIPSON ASSISTANT TREASURER 2.00 X X 0 0 0 HOWARD GLECKMAN PARLIAMENTARIAN 2.00 X X 0 0 0 SHELDON GROSBERG PAST PRESIDENT 2.00 X 0 0 0 NATALIE CANTOR PAST PRESIDENT 2.00 X 0 0 0 IRA BARTFIELD DIRECTOR 2.00 X 0 0 0 MARC BERMAN DIRECTOR 2.00 X 0 0 0 LORNA FORDE DIRECTOR 2.00 X 0 0 0 LARRY JOSEPH DIRECTOR 2.00 X 0 0 0 DONNA PHILLIPS MASON DIRECTOR 2.00 X 0 0 0 SUSAN MILLER DIRECTOR 2.00 X 0 0 0 MARICE MORALES DIRECTOR 2.00 X 0 0 0 BARBARA ETKIND DIRECTOR 2.00 X 0 0 0 LYNN FRISS FEINBERG DIRECTOR 2.00 X 0 0 0 DEBRA LIVERPOOL DIRECTOR 2.00 X 0 0 0 HERBERT MINTZ DIRECTOR 2.00 X 0 0 0 LINDA ROSENZWEIG DIRECTOR 2.00 X 0 0 0 GREGORY WIMS DIRECTOR 2.00 X 0 0 0 PHYLLIS COBURN DIRECTOR 2.00 X 0 0 0 SCOT FARRELL DIRECTOR 2.00 X 0 0 0 RICHARD GALEN DIRECTOR 2.00 X 0 0 0 ELINOR GINZLER DIRECTOR 2.00 X 0 0 0 DEBORAH KORTH DIRECTOR 2.00 X 0 0 0 JODY LISH DIRECTOR 2.00 X 0 0 0 DAVID GAMSE CHIEF EXECUTIVE OFFICER 60.00 X 196355 0 12976 MICKI GORDON ASSISTANT CEO 60.00 X 110757 0 3352 STEPHEN WOLK DIR. FINANCE & ADMINISTRATION 30.00 X 60774 0 1094 367886 0 17422 2 0 1 0 MARRIOTT BUSINESS SERVICES PO BOX 402642 ATLANTA GA 303842642 EVENT VENUE SPACE 186576 RING HOUSE CORP 1801 EAST JEFFERSON STREET ROCKVILLE MD 20852 MEALS/SPACE FOR ADULT DAYCARE 162251 2 31617 1968475 1312322 14756 3312414 SERVICE & ATTENDANCE 900099 1648684 1209704 438980 PRODUCTIVE AGING 900099 333966 333966 REGISTRATION 900099 10102 10102 1992752 114 114 115123 299490 -184367 -184367 -184367 182000 12000 122716 0 59284 12000 71284 71284 OTHER REVENUE 900099 25877 25877 25877 5218074 1553772 438980 -87092 393338 217557 133319 42462 2986521 2558956 291481 136084 54671 48379 4136 2156 193021 153514 27717 11790 247186 203525 30714 12947 3711 3711 34625 34625 16000 16000 21715 11162 9823 730 72651 61295 3994 7362 196918 145274 23138 28506 39742 20428 17977 1337 238564 87684 146724 4156 18106 13796 3340 970 130158 128718 1290 150 134696 49507 82842 2347 306477 180350 124042 2085 140436 122137 17454 845 PARTICIPANT COSTS 266179 266179 GAS, OIL, & REPAIRS 177016 177016 EMPLOYEE & VOLUNTEER 30054 13009 15272 1773 PAYROLL PROCESSING FEES 23539 12099 10648 792 12532 5905 5667 960 5737856 4476490 1003914 257452 70202 96048 48061 23963 546357 553087 176137 162662 39960 81355 9398035 2936758 6719259 6461277 1537346 1511445 96484 96484 27551 27551 9261357 9013872 378399 435532 7628 4308799 0 255000 4711104 79906 88640 5029732 5235276 X 2152029 1948381 529535 296410 1550061 1533805 4231625 3778596 9261357 9013872 -519782 66753 0 X 0 1 X 1 1 1 X 3191412 3492606 3462313 4036605 3312414 17495350 3191412 3492606 3462313 4036605 3312414 17495350 116024 17379326 177524 178339 178981 179340 115237 829421 600 1125 1623 354 25877 29579 18354350 8700372 0.94690 0.93750 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1569837 15000 110037 165000 68 1529806 1572819 12027 83922 98931 1569837 1822488 17495 173287 440450 1572820 1885174 24251 -11541 75396 1822488 1962864 6250 -15024 68916 1885174 0.00000 1.00000 0.00000 0 0 1100000 1100000 6731341 1771877 4959464 1566694 1164881 401813 6461277 SECURITY DEPOSITS 88640 88640 X 6278241 66753 709924 299490 1076167 5202074 16000 16000 5218074 6731270 709924 299490 1009414 5721856 16000 16000 5737856 PART V, LINE 4: INVESTMENT POLICY: JCA HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS. SPENDING POLICY: JCA WILL APPROPRIATE (UNLESS SPECIFIED OTHERWISE BY THE DONOR) FOR EXPENDITURE IN ITS ANNUAL BUDGET A MAXIMUM OF 4% 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 REINVEST SOME OF THE ANNUAL RETURN. PART X, LINE 2: FOR THE YEAR ENDED JUNE 30, 2019, JCA HAS DOCUMENTED ITS CONSIDERATION OF FASB ASC 740-10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES, AND HAS DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENT EXPENSE REPORTED AS AN EXPENSE ON THE AUDITED 299,490. FINANCIAL STATEMENTS AND NETTED AGAINST REVENUE ON FORM 990, PART VIII, LINE 6. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENT EXPENSE REPORTED AS AN EXPENSE ON THE AUDITED 299,490. FINANCIAL STATEMENTS AND NETTED AGAINST REVENUE ON FORM 990, PART VIII, LINE 6. X X X X 0 0 0 0 0 0 0 0 0 DAVID GAMSE CHIEF EXECUTIVE OFFICER 196355 0 0 0 0 0 6070 0 6906 0 209331 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 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 LIKE-SIZED 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 NOVEMBER 2018. FORM 990, PART VI, SECTION C, LINE 19 WE ANNOUNCE THAT JCA'S FINANCIAL REPORTS ARE AVAILABLE FOR PUBLIC INSPECTION (BY APPOINTMENT AT OUR CORPORATE OFFICES) IN OUR ANNUAL REPORT, DIRECT MAILINGS, NEWSLETTERS, AND WEB SITE. OUR 990 IS ALSO AVAILABLE AT WWW.GUIDESTAR.ORG AND ON JCA'S WEB SITE. THESE DOCUMENTS ARE AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D).