2025-02-20T10:52:39-06:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 4334 MUNSON STREET SUITE 200 CANTON OH 44718 990 2023-07-01 251612868 JEWISH RESIDENTIAL SERVICES INC JEWI 4123250039 2609 MURRAY AVENUE 201 PITTSBURGH PA 15217 JOSH RESNICK PRESIDENT 4123250039 2025-02-03 1 1 JENNIFER COLEMAN P00743188 3304972000 2025-02-03 2023 2025-03-06 01:10:19Z THE BRANCH JOSH RESNICK 2609 MURRAY AVENUE 201 PITTSBURGH PA 15217 2127474 0 X WWW.THEBRANCHPGH.ORG X 1989 PA THE BRANCH'S MISSION IS TO SUPPORT INDIVIDUALS WITH PSYCHIATRIC, DEVELOPMENTAL OR INTELLECTUAL DISABILITIES, HELPING THEM TO LIVE, LEARN, WORK AND SOCIALIZE AS VALUED MEMBERS OF THE COMMUNITY. 26 26 23 51 0 0 1124119 946673 635871 1108540 68947 53836 0 -61377 1828937 2047672 0 0 0 0 1012185 1036530 0 0 129774 995797 671032 2007982 1707562 -179045 340110 6334565 6822429 62226 74486 6272339 6747943 THE BRANCH'S MISSION IS TO SUPPORT INDIVIDUALS WITH PSYCHIATRIC, DEVELOPMENTAL OR INTELLECTUAL DISABILITIES, HELPING THEM TO LIVE, LEARN, WORK AND SOCIALIZE AS VALUED MEMBERS OF THE COMMUNITY. 0 0 618803 0 787256 THE SALLY AND HOWARD LEVIN CLUBHOUSE PROVIDED PSYCHIATRIC REHABILITATION SERVICES TO AN ACTIVE MEMBERSHIP OF OVER 120 PEOPLE, WITH AN AVERAGE DAILY ATTENDANCE OF 25 MEMBERS. THE NUMBER OF PEOPLE WE SERVE HAS GROWN SIGNIFICANTLY OVER THE PAST YEAR.THROUGH ITS PSYCHIATRIC REHABILITATION PROGRAM, THE BRANCH HELPS INDIVIDUALS WITH SEVERE, PERSISTENT MENTAL ILLNESS TO WORK TOWARDS RECOVERY. MEMBERS MAKE IMPORTANT CONTRIBUTIONS TO THEIR CLUBHOUSE COMMUNITY WHILE FORMING MEANINGFUL RELATIONSHIPS IN A SAFE AND ENCOURAGING ENVIRONMENT THAT NURTURES, STRENGTHENS AND FOSTERS WHOLE PERSON WELLNESS. 395889 0 321284 RESIDENTIAL SUPPORT SERVICES PROVIDED SUPPORT NOT ONLY TO PEOPLE WHO OFFICIALLY PARTICIPATE IN THE SUPPORTIVE LIVING PROGRAM, BUT ALSO TO ADULTS WITH INTELLECTUAL DISABILITIES WHO LIVE IN THE COMMUNITY, HELPING THEM TO LIVE HEALTHFUL, SAFE AND INDEPENDENT LIVES IN THEIR COMMUNITY OF CHOICE. THIS SUPPORT TOOK THE FORM OF SOCIAL EVENTS CARRIED OUT IN PARTNERSHIP WITH THE SALLY AND HOWARD LEVIN CLUBHOUSE. THE BRANCH ALSO PROVIDES PROGRAMMING (INCLUDING SPONSORED EVENTS AND WELLNESS WORKSHOPS) TO TWO RESIDENCES IN THE COMMUNITY THAT ARE RESERVED FOR INDIVIDUALS WITH INTELLECTUAL AND/OR DEVELOPMENTAL DISABILITIES. 159066 0 0 COMMUNITY AND PARTNERSHIPS OFFERS EDUCATIONAL PROGRAMS AND ADVOCACY OPPORTUNITIES FOR INDIVIDUALS WITH DISABILITIES AND THEIR FAMILIES AS WELL AS THE GENERAL PUBLIC. THE BRANCH COLLABORATES WITH AN OUTSIDE AGENCY TO OPERATE THREE GROUP HOMES IN SQUIRREL HILL FOR A TOTAL OF EIGHT INDIVIDUALS WHO REQUIRE 24/7 SUPPORT. THE BRANCH HAS CONTINUED TO PROVIDE EDUCATION TO THE COMMUNITY AT LARGE ON TOPICS OF INTEREST TO THOSE WITH FAMILY MEMBERS WITH DISABILITIES, ESTABLISHING A SUPPORT NETWORK CALLED FAMILY FORUM THAT MEETS QUARTERLY. 1173758 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 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 0 1 0 0 0 1 7 0 23 1 0 0 0 0 0 0 0 0 0 0 0 0 X 26 26 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 1 0 PA X NANCY E GALE 4123250039 2609 MURRAY AVENUE 201 PITTSBURGH PA 15217 JOSH RESNICK PRESIDENT 2.00 1.00 X X 0 0 0 MIKE SAMUELS PRESIDENT ELECT 2.00 0.00 X X 0 0 0 CURT BROOKS VICE PRESIDENT 2.00 0.00 X X 0 0 0 DANIELLE KATZ VICE PRESIDENT 2.00 0.00 X X 0 0 0 CHERYL FOGARTY EXECUTIVE VICE PRESIDENT 2.00 0.00 X X 0 0 0 DEBBY RUBIN SECRETARY 1.00 0.00 X X 0 0 0 RICHARD N SWEET TREASURER 3.00 0.00 X X 0 0 0 LORRIE RABIN IMMEDIATE PAST PRESIDENT 1.00 1.00 X X 0 0 0 LAUREN BOCZKOWSKI DIRECTOR (THRU 10/2023) 1.00 0.00 X 0 0 0 GARY DUBIN DIRECTOR 1.00 0.00 X 0 0 0 RONALD GLICK DIRECTOR 1.00 0.00 X 0 0 0 LORI GUTTMAN DIRECTOR 1.00 0.00 X 0 0 0 MELISSA JACOBSON DIRECTOR 1.00 0.00 X 0 0 0 KAREN LEVIN DIRECTOR 1.00 0.00 X 0 0 0 ROBERT C LEVIN DIRECTOR 1.00 0.00 X 0 0 0 JUDY MCGUIRE DIRECTOR 1.00 0.00 X 0 0 0 SHARON NAVONEY DIRECTOR 1.00 0.00 X 0 0 0 MITCHELL PAKLER DIRECTOR 1.00 0.00 X 0 0 0 REID B ROBERTS DIRECTOR 1.00 0.00 X 0 0 0 SHEREEN ROSENBERG DIRECTOR 1.00 0.00 X 0 0 0 JEREMY RUDKIN DIRECTOR 1.00 0.00 X 0 0 0 MEIRA RUSS DIRECTOR 1.00 0.00 X 0 0 0 MIKE SABLE DIRECTOR 1.00 0.00 X 0 0 0 ANDREA SOLOMON-ELLER DIRECTOR 1.00 0.00 X 0 0 0 WILLIAM STAAB DIRECTOR 1.00 0.00 X 0 0 0 CINDY VAYONIS DIRECTOR 1.00 0.00 X 0 0 0 ADRIENNE WALNOHA DIRECTOR 1.00 0.00 X 0 0 0 NANCY GALE EXECUTIVE DIRECTOR 40.00 0.00 X 129000 0 9112 129000 0 9112 1 0 0 0 0 115050 167115 224813 439695 17987 946673 PROGRAM FEES 624310 643391 643391 ALLEGHENY COUNTY HEALT 624310 370865 370865 COMMONWEALTH OF PA HEA 624310 94284 94284 1108540 53836 53836 18425 167115 79802 -61377 -61377 2047672 1108540 0 -7541 144897 86938 36224 21735 721103 593782 59419 67902 10615 8367 1155 1093 93928 75897 8825 9206 65987 52011 7181 6795 2140 2140 72686 72686 7293 7293 31612 1350 30262 47924 7681 38520 1723 38094 25105 12278 711 40272 7370 32836 66 104774 70709 34065 4685 4632 53 8110 5154 2956 125732 102648 10448 12636 40666 33200 3379 4087 PROGRAM ACTIVITIES & EX 101784 98105 3679 DUES & SUBSCRIPTIONS 20327 4197 15266 864 EQUIPMENT RENTAL 10332 1329 9003 14601 437 14164 1707562 1173758 404030 129774 154144 260110 5065 3565 334 798 99124 200255 12968 5766 4777517 613454 4264645 4164063 1790813 1971071 7472 216801 6334565 6822429 62226 35495 0 38991 62226 74486 X 6079444 6664748 192895 83195 6272339 6747943 6334565 6822429 340110 135494 0 X 0 1 X 1 0 X 885207 1409795 880283 1124119 946673 5246077 885207 1409795 880283 1124119 946673 5246077 1083341 4162736 37255 28668 95082 68947 53836 283788 32789 687 33476 5563341 3528957 0.74820 0.77350 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 24641 2545 686 147 26353 12005 11000 2347 594 117 24641 13822 -1735 82 12005 10436 2000 1419 33 13822 10500 -64 10436 0.00000 1.00000 0.00000 0 1 1 836265 836265 3639954 412362 3227592 203653 156503 47150 97645 44589 53056 4164063 JRS INVESTMENT 1754429 F LIFE AND LEGACY 21362 F LIFE & LEGACY - SOLOMON 4994 F CAPITAL R&R 164875 F W PA AUXILIARY FOR EXCEPTIONAL PERS 25411 F 1971071 LONG-TERM LEASE LIABILITIES 38991 38991 X 2255675 135494 79802 215296 2040379 7293 7293 2047672 1780071 79802 79802 1700269 7293 7293 1707562 PART V, LINE 4: THE LIFE AND LEGACY ENDOWMENT IS INTENDED TO SUPPORT THE ORGANIZATION'S OPERATIONS. PART X, LINE 2: THE ORGANIZATION IS A NONPROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND IS EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE IRC. THE ORGANIZATION IS CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION AND FILES FORM 990 ANNUALLY. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS OR ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME TAXES. U.S. GAAP REQUIRES THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THE ORGANIZATION EVALUATED ITS TAX POSITIONS AND DETERMINED IT HAD NO UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2024 AND 2023. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 79,802. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 79,802. BREAKING DOWN THE WALLS 185540 167115 18425 8410 27938 2500 40954 185540 167115 18425 8410 27938 2500 40954 79802 -61377 FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE SHALL BE COMPRISED OF THE OFFICERS OF THE CORPORATION, THE IMMEDIATE PAST PRESIDENT OF THE CORPORATION, AND, AT THE DISCRETION OF THE PRESIDENT UP TO TWO AT LARGE DIRECTORS WHO MAY BE APPOINTED TO SERVE ON THE EXECUTIVE COMMITTEE THE EXECUTIVE COMMITTEE SHALL HAVE AND EXERCISE THE AUTHORITY OF THE BOARD OF DIRECTORS IN THE MANAGEMENT OF THE BUSINESS OF THE CORPORATION. THE PRESIDENT OR HIS OR HER FOSIGNEE SHALL CONVENE THE EXECUTIVE COMMITTEE AS NECESSARY DURING THOSE MONTHS THAT THE FULL BOARD OF DIRECTORS DOES NOT MEET TO DEAL WITH SPECIFIC ISSUES THAT ARISE BETWEEN REGULAR BOARD OF DIRECTOR MEETINGS, TO REVIEW COMMITTEE REPORTS, TO MONITOR THE EFFECTIVE ADMINISTRATION OF THE CORPORATION, AND/OR TO CONDUCT ANY AND ALL OTHER BUSINESS THAT MAY BE NECESSARY TO THE ONGOING OPERATIONS OF THE CORPORATION, OR AS OTHERWISE DETERMINED BY THE PRESIDENT TO BE DESIRABLE. FORM 990, PART VI, SECTION B, LINE 11B OUR INDEPENDENT AUDITORS PREPARE AND DELIVER A DRAFT OF THE FORM 990 TO THE EXECUTIVE DIRECTOR OF OUR ORGANIZATION AND IT IS AVAILABLE TO ALL MEMBERS OF THE BOARD OF DIRECTORS FOR THEIR REVIEW. EVERYONE IS GIVEN TIME TO REVIEW THE DRAFT FORM 990 AND RESPOND TO OUR AUDITORS WITH THEIR COMMENTS. AFTER THIS PERIOD, ALL APPROPRIATE EDITS ARE MADE TO THE DRAFT FORM 990. THE FINAL EDITED FORM 990 IS THEN FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, ALL BOARD MEMBERS ARE PROVIDED WITH A COPY OF OUR ORGANIZATION'S CONFLICT OF INTEREST POLICY TO READ AND REVIEW. ALL BOARD MEMBERS ARE REQUIRED TO DISCLOSE ALL CURRENT CONFLICTS AND ANY OTHER CONFLICTS AS THEY ARISE. THIS WAY MANAGEMENT AND THE BOARD CAN MONITOR ALL CONFLICTS AND ENFORCE THE CONFLICT OF INTEREST POLICY ON A CURRENT AND ONGOING BASIS. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF OUR ORGANIZATION'S EXECUTIVE DIRECTOR IS REVIEWED ANNUALLY BY A SUBCOMMITTEE OF THE BOARD OF DIRECTORS. THE SUBCOMMITTEE REVIEWS COMPENSATION DATA OBTAINED FROM VARIOUS SOURCES ON THE INTERNET, AND COMPARING OTHER EXECUTIVE DIRECTOR COMPENSATION IN SIMILAR INDUSTRIES AND BUDGET SIZE AS REPORTED ON THIS ORGANIZATION'S FORM 990. THE SUBCOMMITTEE PREPARES AN ANNUAL EVALUATION AND MAKES A COMPENSATION PACKAGE RECOMMENDATION, WHICH IS THEN APPROVED BY THE EXECUTIVE COMMITTEE. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2023. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION WILL PROVIDE COPIES OF GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS TO THE PUBLIC UPON REQUEST. JEWISH RESIDENTIAL FOUNDATION 2609 MURRAY AVENUE SUITE 201 PITTSBURGH PA 15217 251778134 SUPPORTING ORGANIZATION FOR JEWISH RESIDENTIAL SERVICES, INC. PA 501(C)(3) LINE 7 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0