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JEWISH COUNCIL FOR THE AGING OF GREATER WASHINGTON INC: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
JEWISH COUNCIL FOR THE AGING OF GREATER WASHINGTON INC (EIN 52-0983740)
Tax period
2012-07-01 to 2013-06-30
Filed
2014-03-17
IRS object ID
201430789349300323
Schema version
2012v2.1
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

FieldValueIRS element (for citing)
Timestamp2014-03-17T14:08:35-05:00Timestamp
Tax Period End Date2013-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN420714325EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1MCGLADREY LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line11861 INTERNATIONAL DRIVE SUITE 400AddressLine1
CityMCLEANCity
StateVAState
ZIP Code22102ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN520983740EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1JEWISH COUNCIL FOR THE AGINGBusinessNameLine1
Business Name Line2OF GREATER WASHINGTON INCBusinessNameLine2
FieldValueIRS element (for citing)
Name ControlJEWINameControl
Phone3012554200Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line112320 PARKLAWN DRAddressLine1
CityROCKVILLECity
StateMDState
ZIP Code20852ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameDAVID GAMSEName
TitleCHIEF EXECUTIVE OFFICERTitle
Phone3012554200Phone
Date Signed2014-03-19DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameYONG ZHANG CPAName
PTINP01249785PTIN
Phone7033366400Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonDAVID GAMSENameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line112320 PARKLAWN DRAddressLine1
CityROCKVILLECity
StateMDState
ZIP Code20852ZIPCode
FieldValueIRS element (for citing)
Gross Receipts4732519GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.ACCESSJCA.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1973YearFormation
State Legal DomicileMDStateLegalDomicile
Activity Or Mission DescriptionTO 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.ActivityOrMissionDescription
Nbr Voting Members Governing Body30NbrVotingMembersGoverningBody
Nbr Independent Voting Members30NbrIndependentVotingMembers
Total Nbr Employees206TotalNbrEmployees
Total Nbr Volunteers725TotalNbrVolunteers
Total Gross UBI212295TotalGrossUBI
Net Unrelated Business Txbl Income-66341NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year5652609ContributionsGrantsPriorYear
Contributions Grants Current Year2920113ContributionsGrantsCurrentYear
Program Service Revenue Prior Year1174104ProgramServiceRevenuePriorYear
Program Service Revenue CY1182181ProgramServiceRevenueCY
Investment Income Prior Year83046InvestmentIncomePriorYear
Investment Income Current Year79647InvestmentIncomeCurrentYear
Other Revenue Prior Year-100594OtherRevenuePriorYear
Other Revenue Current Year-40979OtherRevenueCurrentYear
Total Revenue Prior Year6809165TotalRevenuePriorYear
Total Revenue Current Year4140962TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year0GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year2996559SalariesEtcPriorYear
Salaries Etc Current Year3068095SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year307288TotalFundrsngExpCurrentYear
Other Expense Prior Year1311747OtherExpensePriorYear
Other Expenses Current Year1371800OtherExpensesCurrentYear
Total Expenses Prior Year4308306TotalExpensesPriorYear
Total Expenses Current Year4439895TotalExpensesCurrentYear
Revenues Less Expenses Prior Year2500859RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-298933RevenuesLessExpensesCY
Total Assets BOY10734742TotalAssetsBOY
Total Assets EOY10099361TotalAssetsEOY
Total Liabilities BOY6047125TotalLiabilitiesBOY
Total Liabilities EOY5608427TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY4687617NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY4490934NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionTO 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.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense1047234Expense
Revenue3035Revenue
DescriptionSENIOR EMPLOYMENT PROGRAMSTHE SENIOR COMMUNITY SERVICE EMPLOYMENT PROGRAM (SCSEP) PROVIDED PAID, "ON-THE-JOB" TRAINING FOR 112 MEN AND WOMEN, AGE 55 AND OLDER, IN MONTGOMERY AND FREDERICK COUNTIES WITH INCOMES AT OR BELOW 125 PERCENT OF THE FEDERAL POVERTY LINE. OUR TRAINEES PROVIDED A TOTAL OF 77,446 COMMUNITY SERVICES HOURS AT 54 CHARITIES AND GOVERNMENT AGENCIES. DURING THE YEAR, WE PLACED EIGHT OF THOSE DETERMINED MEN AND WOMEN IN REGULAR, PAID JOBS THROUGH WHICH THEY EARNED AN AVERAGE OF $11 AN HOUR FOR 28 HOURS OF WEEKLY WORK. THUS, THOSE ONCE UNEMPLOYED SENIORS ARE NOW MAKING $125,577 IN ANNUALIZED, TAXABLE WAGES, CONTRIBUTING TO THEIR FAMILIES, THEIR NATION AND THEIR SELF-ESTEEM.ON MAY 17, 2013, 80 JCA VOLUNTEERS AND A PHALANX OF STAFF WELCOMED 3,560 OLDER JOBSEEKERS AND 88 EXHIBITING ORGANIZATIONS TO OUR 50+ EMPLOYMENT EXPO. WE OFFERED RESUME CRITIQUE, A CYBER SEARCH CAFE, 14 EDUCATIONAL WORKSHOPS AND PLENTY OF OPPORTUNITIES FOR JOBSEEKERS AND RECRUITERS TO MEET, ALL FOR FREE. THE CAREER GATEWAY IS A JCA UNIVERSITY PROGRAM DESIGNED AND RUN ESPECIALLY FOR SERIOUS JOBSEEKERS AGE 50 AND BETTER. IT OFFERS 30 HOURS OF INTENSIVE CLASSROOM TRAINING IN SMALL GROUPS, TAKE-HOME MATERIALS, A LONG-TERM MENTOR AND INDIVIDUAL ATTENTION FROM VOLUNTEERS WHO CONTRIBUTED OVER 2,000 HOURS OF THEIR TIME. DURING FISCAL YEAR 2013, GATEWAY GRADUATED 47 MEN AND WOMEN, AND WITHIN 12 WEEKS OF GRADUATING, 70 PERCENT OF THOSE ACTIVELY LOOKING FOR WORK LANDED A JOB DESPITE THE REALITY THAT MANY HAD BEEN UNEMPLOYED FOR TWO YEARS OR MORE. THE MARYLAND GERONTOLOGICAL ASSOCIATION PRESENTED JCA WITH A PROGRAM ACHIEVEMENT AWARD TO RECOGNIZE OUR "OUTSTANDING COMMITMENT AND DEDICATION TO OLDER WORKERS THROUGH ADVOCACY AND INNOVATIVE WORKFORCE TRAINING PROGRAMS", EXEMPLIFYING THE GOOD WORK WE DO.Description

Activity2 Activity2

FieldValueIRS element (for citing)
Expense1008740Expense
Revenue334013Revenue
DescriptionTRANSPORTATION PROGRAMSAT JCA, A BUS IS MORE THAN TRANSPORTATION; IT IS A PLACE FOR VULNERABLE SENIORS TO TALK, LAUGH AND SHARE MEMORIES WITH ONE ANOTHER. INDEED, OUR SIGNATURE PROGRAM IS THE ROSE & HAROLD KRAMER CENTER ON TRANSPORTATION. OUR FLEET OF 11 HANDICAP-ACCESSIBLE ELDERBUSES TRAVELED 100,504 MILES AND MADE 36,972 PASSENGER TRIPS TO THE JCA MISLER ADULT DAY CENTER AND OTHER ESSENTIAL DESTINATIONS. EVERY ONE OF OUR DRIVERS IS SPECIALLY TRAINED TO MEET SENIORS' NEEDS. DURING FISCAL 2013, THOSE DRIVERS WERE ON THE ROAD AND AMAZING 11,850 HOURS. CONNECT-A-RIDE IS A FREE INFORMATION AND REFERRAL SERVICE. WE HELPED 2,394 SENIORS AND DISABLED ADULTS OF ALL AGES LEARN ABOUT TRANSPORTATION OPTIONS THAT INCLUDED METROBUSES AND METRO ACCESS, CALL 'N RIDE TAXI PROGRAMS AND PRIVATE DRIVERS. OUR CERTIFIED INFORMATION AND MOBILITY SPECIALISTS OFFERED HELP IN ENGLISH, SPANISH AND OTHER LANGUAGES. OUR RIDE SMART WORKSHOPS INCLUDE CLASSROOM TRAINING AND GROUP EXCURSIONS TO HELP OLDER ADULTS USE METROBUS, METRORAIL AND OTHER CARRIERS. SCORES OF OLDER MONTGOMERY COUNTY RESIDENTS PARTICIPATED AND A SPECIAL GRANT ENABLED US TO TEACH AN ADDITIONAL 110 LOW-INCOME JOB-SEEKERS (MOST AGE 70+) TO USE THE METRO SYSTEM SO THAT THEY COULD REACH THE JOBS THEY DESPERATELY NEED. WE LAUNCHED THE ESCORTED TRANSPORTATION PROJECT, PROVIDING 125 ESCORTED RIDES TO 50 LOW INCOME SENIORS WHO COULD NOT TRAVEL ALONE AND NEEDED DOOR-THROUGH-DOOR ASSISTANCE TO REACH MEDICAL APPOINTMENTS, GROCERY STORES, AND OTHER DESTINATIONS IMPORTANT TO THEIR WELLBEING.WE CONVENED QUARTERLY MEETINGS OF THE TRANSPORTATION PROVIDERS ROUNDTABLE, A FORUM AT WHICH TRANSPORTATION PROVIDERS SHARE THEIR BEST PRACTICES. WE ALSO WORKED WITH THE JEWISH FEDERATION, FELLOW AGENCIES AND JEWISH DAY SCHOOLS TO COORDINATE AND BUILD COMMUNITY-WIDE TRANSPORTATION OPTIONS.Description

Activity3 Activity3

FieldValueIRS element (for citing)
Expense899927Expense
Revenue466907Revenue
DescriptionADULT DAY PROGRAMSTHE ALBERT & HELEN MISLER ADULT DAY CENTER IN ROCKVILLE OFFERS NURSING, ACTIVITY, SOCIAL WORK SERVICES AND NUTRITIOUS KOSHER MEALS TO OLDER ADULTS WITH PHYSICAL, COGNITIVE OR EMOTIONAL CHALLENGES. PARTICIPANTS ENJOY EXERCISE, FIELD TRIPS, GAMES AND STIMULATING DISCUSSION IN A SUPPORTIVE AND ENRICHED ENVIRONMENT. EVERY DAY IS A DAY OF FUN WITH PEOPLE WHO CARE - NURSES, SOCIAL WORKERS, ACTIVITY PROFESSIONALS AND AIDES. DURING FISCAL YEAR 2013, OUR MISLER CENTER PROVIDED 7,873 PARTICIPANT DAYS OF CARE, SERVING 105 VULNERABLE ELDERS WHILE GIVING FAMILIES A CRITICALLY NEEDED BREAK FROM THEIR CAREGIVING RESPONSIBILITIES.THE SAMUEL J. GORLITZ KENSINGTON CLUB OFFERS ACTIVITIES, CAMARADERIE AND COPING SKILLS FOR PEOPLE IN THE EARLY STAGES OF DIAGNOSED MEMORY LOSS. THE 38 PARTICIPANTS WE SERVED IN FY13 ENJOYED COFFEE, STIMULATING CONVERSATION AND STRUCTURED PHYSICAL AND COGNITIVE PROGRAMS THAT FOSTERED FRIENDSHIPS IN AN ATMOSPHERE OF ACCEPTANCE. DURING THE YEAR, WE MOVED THE PROGRAM FROM TEMPLE EMANUEL IN KENSINGTON, MARYLAND TO OUR OWN ANN L. BRONFMAN CENTER IN ROCKVILLE, WHICH WAS A GIANT STEP TOWARD ESTABLISHING THE CENTER AS A VIBRANT PROGRAM HUB.OUR CAREGIVER SUPPORT GROUPS WERE FACILITATED BY COMPASSIONATE PROFESSIONALS THEREBY ENABLING FAMILY MEMBERS TO TALK WITH ONE ANOTHER AND WITH SPECIALISTS IN GERIATRIC CARE ABOUT CAREGIVING RESPONSIBILITIES. WE RAN EARLY-STAGE DEMENTIA SUPPORT GROUPS AS WELL, OFFERING EIGHT WEEKS OF EDUCATION, INFORMATION AND SUPPORT TO CARE PARTNERS AS WELL AS TO THE INDIVIDUALS IN THEIR CARE.Description

Activity Other ActivityOther (2 entries)

ExpenseExpenseRevenueRevenueDescriptionDescription
459770378226INFORMATION, EDUCATION AND OUTREACH PROGRAMSOLDER ADULTS AND FAMILY CAREGIVERS HUNGER FOR INFORMATION ABOUT AGING WELL AND FOR RESOURCES TO HELP THEM. WE DELIGHTED IN BRINGING OUR KNOWLEDGE TO THOSE WHO NEEDED IT. VOLUNTEERS FOR THE ROSE BENTE LEE SENIOR HELPLINE AND STEVEN M. REICH HOMECARE RESOURCE CENTER ENABLED US TO UPDATE OUR MASSIVE DATABASE OF FOR-PROFIT AND NONPROFIT, PUBLIC AND PRIVATE RESOURCES, ANSWER INQUIRIES AND MAKE REFERRALS. NEARLY HALF OF THOSE WHO CALLED WERE 75 OR OLDER AND MORE THAN TWO-THIRDS WERE WOMEN, MANY OF WHOM LIVED ALONE OR WERE CARING FOR AN ILL OR INCAPACITATED LOVED ONE. "HOUSING AND RELATED INQUIRIES" WAS CALLERS' TOP CONCERN FOLLOWED BY EMPLOYMENT OPTIONS AND TRANSPORTATION.IN COLLABORATION WITH WASHINGTON JEWISH WEEK, WE EXPANDED OUR SERIES OF JCA UNIVERSITY GUIDEBOOKS, DISTRIBUTING PRINTED GUIDES AT EXPOS AND IN THE NEWSPAPER WHILE MAKING DOWNLOADABLE EDITIONS AVAILABLE FOR FREE VIA WWW.ACCESSJCA.ORG. AT OUR FOUR SENIORTECH COMPUTER TRAINING CENTERS IN LOCATIONS ACROSS THE BELTWAY, 49 VOLUNTEERS SITE COORDINATORS, TRAINERS, AIDES AND OTHER HELPERS (ALL AGE 50+ AND MOST AGE 70+)-ENABLED THE GRADUATION OF 499 SENIOR STUDENTS. THOSE VOLUNTEERS CONTRIBUTED 3,140 HOURS OF INSTRUCTION, COACHING, PLANNING AND ADAPTING CURRICULA WHILE MAINTAINING THE COMPUTERS IN THEIR CLASSROOMS. TECHNOLOGY TRAINING WAS ONLY PART OF THE JCA UNIVERSITY PICTURE! OTHER COURSES RAN THE GAMUT FROM FINANCIAL MANAGEMENT FOR WOMEN TO DRIVER SAFETY. USERS OF THE JCA WEBSITE CAME FROM SCORES OF COUNTRIES AND EVERY CONTINENT EXCEPT ANTARCTICA, AND THEY LOGGED A WHOPPING 1.8 MILLION HITS DURING THE YEAR. VISITORS TO WWW.ACCESSJCA.ORG DOWNLOADED INFORMATIVE PUBLICATIONS, HYPERLINKED TO HELPING ORGANIZATIONS AND LEARNED ABOUT AGING BY READING OUR QUESTIONS AND ANSWERS FOR AGING WELL.OUR FACEBOOK PAGE AND LINKEDIN PROFILE HELPED US SHARE INFORMATION ABOUT AGING WELL WHILE ACQUAINTING SITE VISITORS WITH JCA AND OTHER RESOURCES. TARGETED ADVERTISEMENTS, SPECIAL MAILINGS AND NEWS STORIES ALSO HELPED US REACH THOSE IN NEED AS DID OUR ACCESSJCA PRINT NEWSLETTER, WHICH WE DISTRIBUTED QUARTERLY TO NEARLY 7,000 HOUSEHOLDS, AND OUR JCA TODAY EMAILS.OUR 20TH ANNUAL PRODUCTIVE AGING AWARD DINNER PROCLAIMED THAT ABILITY IS AGELESS WHILE RAISING FUNDS TO SUPPORT JCA PROGRAMS. MORE THAN 400 GENEROUS FRIENDS JOINED US ON MAY 19, 2013, WHEN BELOVED PHILANTHROPISTS ARLENE AND ROBERT KOGOD WON THE JCA HUMANITARIAN AWARD OF 2013, WHILE DORIS KEARNS GOODWIN (PRESIDENTIAL BIOGRAPHER) AND RICHARD N. GOODWIN (PRESIDENTIAL SPEECHWRITER) SHARED THE YEAR'S PRODUCTIVE AGING AWARD. THEIR REMARKS AND ACHIEVEMENTS HELPED SHATTER NEGATIVE STEREOTYPES ABOUT AGING.
2919950INTERGENERATIONAL PROGRAMSTWO HUNDRED AND FORTY VOLUNTEERS, ALL AGE 50+, DONATED 5,712 HOURS TO HELP 578 AT-RISK STUDENTS SUCCEED IN SCHOOL AND LIFE. THE HEYMAN INTERAGES CENTER ALSO ENABLED 263 STUDENTS TO BEFRIEND 281 SENIORS IN ADULT DAY CENTERS, NURSING HOMES AND ASSISTED LIVING FACILITIES. WITH BBYO AND CHARLES E. SMITH LIFE COMMUNITIES, JCA DEMONSTRATED WHAT FUN AN INTERGENERATIONAL SENIORS PROM COULD BE. DURING THE PROM AT OUR MISLER ADULT DAY CENTER, MONTGOMERY COUNTY EXECUTIVE ISIAH LEGGETT SPARKED A "FLASH MOB" HARLEM SHAKE. THE YOU TUBE VIDEO GARNERED THOUSANDS OF HITS. THE PROM WAS A PROGRAM OF "GOOD DEEDS DAY," AN INTERNATIONAL DAY OF VOLUNTEER SERVICE THAT THE JEWISH FEDERATION OF GREATER WASHINGTON BROUGHT TO THE NATIONAL CAPITAL AREA.AT A CAPITOL HILL CEREMONY, GENERATIONS UNITED AND THE METLIFE FOUNDATION NAMED MONTGOMERY COUNTY ONE OF AMERICA'S BEST FOUR INTERGENERATIONAL COMMUNITIES, CALLING IT "A COMMUNITY FOR A LIFETIME", AND CREDITING INTERAGES FOR HELPING THE COUNTY BE SUCH A FINE PLACE TO AGE.WE HELPED SCORES OF PROFESSIONALS AND ORGANIZATIONS LEARN FROM OUR SUCCESS IN BUILDING AGE-INTEGRATED COMMUNITIES.
FieldValueIRS element (for citing)
Total Of Other Program Service Exp751765TotalOfOtherProgramServiceExp
Total Of Other Program Service Rev378226TotalOfOtherProgramServiceRev
Total Program Service Expense3707666TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments1TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities0ReportOtherLiabilities
Report Fin48 Footnote1ReportFin48Footnote
Independent Audit Financial Stmt1IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations0GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds1TaxExemptBonds
Invest Tax Exempt Bonds0InvestTaxExemptBonds
Escrow Account0EscrowAccount
On Behalf Of Issuer0OnBehalfOfIssuer
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions1DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity0RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With10967NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees206NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income1UnrelatedBusinessIncome
Form990-T Filed1Form990-TFiled
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions1QuidProQuoContributions
Quid Pro Quo Disclosure1QuidProQuoDisclosure
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members30NbrVotingGoverningBodyMembers
Number Independent Voting Members30NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs1ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy0DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledMDStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledVAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledNYStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledFLStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledDCStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1RICHARD K STANLEY COOBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number3012554200TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line112320 PARKLAWN DRAddressLine1
CityROCKVILLECity
StateMDState
ZIP Code20852ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (33 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensation
SAMUEL KAPLAN
PRESIDENT6.00XX000
SHELDON GROSBERG
FIRST VICE PRESIDENT5.00XX000
DANIEL HODIN
SECOND VICE PRESIDENT4.00XX000
JEFFREY LINDER
THIRD VICE PRESIDENT3.00XX000
NATALIE CANTOR
SECRETARY3.00XX000
ADRIENNE MANDEL
ASSISTANT SECRETARY3.00XX000
GERALD LEVINE
TREASURER2.00XX000
MARVIN ROSENBERG
ASSISTANT TREASURER2.00XX000
NANCY FIEDELMAN
PARLIAMENTARIAN2.00XX000
HOWARD GLECKMAN
DIRECTOR2.00X000
MARION KRISTAL GOLDBERG
DIRECTOR2.00X000
LYNN FRISS FEINBERG
DIRECTOR2.00X000
SUSAN FINKELSTEIN
DIRECTOR2.00X000
CAROLE WEINRAUB
DIRECTOR2.00X000
THOMAS HOLTZ
DIRECTOR2.00X000
JAMES MCMANN
DIRECTOR2.00X000
BARBARA MINTZ
DIRECTOR2.00X000
FREDRIC CANTOR
DIRECTOR2.00X000
KAMAL COHEN
DIRECTOR2.00X000
ALLAN GINSBURG
DIRECTOR2.00X000
DEBRA KORTH
DIRECTOR2.00X000
JOSHUA SCHONFELD
DIRECTOR3.00X000
SUSAN MILLER
DIRECTOR2.00X000
IRA BARTFIELD
DIRECTOR2.00X000
RICHARD GALEN
DIRECTOR2.00X000
IRWIN GOLDBLOOM
DIRECTOR2.00X000
NORMAN GOLDSTEIN
DIRECTOR2.00X000
ZELDA SILBERMAN
DIRECTOR2.00X000
ADELE WINTERS
DIRECTOR2.00X000
LINDA KAPLAN
DIRECTOR2.00X000
DAVID GAMSE
CEO60.00X149008016537
RICHARD STANLEY
COO60.00X75871021718
MARILYN GORDON
ASSISTANT CEO60.00X9256304796
FieldValueIRS element (for citing)
Total Reportable Comp From Org317442TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation43051TotalOtherCompensation
Number Individuals GT100 K1NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources

Contractor Compensation ContractorCompensation (2 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
UNITED BANK
PO BOX 11286CHARLESTONWV253391286FINANCIAL SERVICES262362
MARRIOTT INTERNATIONAL
PO BOX 402642ATLANTAGA30384CONFERENCE SERVICE106413
FieldValueIRS element (for citing)
Number Of Contractors GT100 K2NumberOfContractorsGT100K
Federated Campaigns26657FederatedCampaigns
Government Grants1764416GovernmentGrants
All Other Contributions1129040AllOtherContributions
Noncash Contributions27760NoncashContributions
Total Contributions2920113TotalContributions

Program Service Revenue ProgramServiceRevenue (4 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncomeUnrelated Business RevenueUnrelatedBusinessRevenue
SERVICE & ATTENDANCE900099797880585585212295
PRODUCTIVE AGING900099356638356638
REGISTRATION9000992275222752
CONSULTATION90009949114911
FieldValueIRS element (for citing)
Total Program Service Revenue1182181TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column151TotalRevenueColumn
Exclusion$151ExclusionAmount

Gross Rents GrossRents

FieldValueIRS element (for citing)
Real175999Real

Less Rental Expenses LessRentalExpenses

FieldValueIRS element (for citing)
Real217692Real

Rental Income Or Loss RentalIncomeOrLoss

FieldValueIRS element (for citing)
Real-41693Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column-41693TotalRevenueColumn
Exclusion-$41,693ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities453361Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities373865Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities79496Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column79496TotalRevenueColumn
Exclusion$79,496ExclusionAmount

Other Revenue Misc OtherRevenueMisc

FieldValueIRS element (for citing)
DescriptionOTHER INCOMEDescription
Business Code900099BusinessCode
Total Revenue Column714TotalRevenueColumn
Exclusion$714ExclusionAmount
FieldValueIRS element (for citing)
Total Other Revenue714TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column4140962TotalRevenueColumn
Related Or Exempt Function Income969886RelatedOrExemptFunctionIncome
Unrelated Business Revenue212295UnrelatedBusinessRevenue
Exclusion$38,668ExclusionAmount

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total368005Total
Program Services276474ProgramServices
Management And General16914ManagementAndGeneral
Fundraising74617Fundraising

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total2329205Total
Program Services1936433ProgramServices
Management And General303232ManagementAndGeneral
Fundraising89540Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total35758Total
Program Services32237ProgramServices
Management And General2389ManagementAndGeneral
Fundraising1132Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total105775Total
Program Services71703ProgramServices
Management And General17548ManagementAndGeneral
Fundraising16524Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total229352Total
Program Services198820ProgramServices
Management And General14220ManagementAndGeneral
Fundraising16312Fundraising

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total4723Total
Program Services4723ProgramServices

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total95515Total
Program Services55769ProgramServices
Management And General32769ManagementAndGeneral
Fundraising6977Fundraising

Advertising Advertising

FieldValueIRS element (for citing)
Total61805Total
Program Services51255ProgramServices
Management And General1678ManagementAndGeneral
Fundraising8872Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total55904Total
Program Services48891ProgramServices
Management And General4317ManagementAndGeneral
Fundraising2696Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total7162Total
Program Services6692ProgramServices
Management And General219ManagementAndGeneral
Fundraising251Fundraising

Occupancy Occupancy

FieldValueIRS element (for citing)
Total84262Total
Program Services84262ProgramServices

Travel Travel

FieldValueIRS element (for citing)
Total9004Total
Program Services7774ProgramServices
Management And General1208ManagementAndGeneral
Fundraising22Fundraising

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total311Total
Program Services192ProgramServices
Management And General79ManagementAndGeneral
Fundraising40Fundraising

Interest Interest

FieldValueIRS element (for citing)
Total204427Total
Program Services203767ProgramServices
Management And General385ManagementAndGeneral
Fundraising275Fundraising

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total247295Total
Program Services243698ProgramServices
Management And General195ManagementAndGeneral
Fundraising3402Fundraising

Insurance Insurance

FieldValueIRS element (for citing)
Total68181Total
Program Services66972ProgramServices
Management And General705ManagementAndGeneral
Fundraising504Fundraising

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServices
GAS, OIL, REPAIRS140498140498
CONFERENCES & MEETINGS113115113115
FOOD SERVICE & MEALS TO8239482394
RENT EXPENSE ON LINE 6B-217692-217692

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total414896Total
Program Services299689ProgramServices
Management And General29083ManagementAndGeneral
Fundraising86124Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total4439895Total
Program Services3707666ProgramServices
Management And General424941ManagementAndGeneral
Fundraising307288Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY79174BOY
EOY35190EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY46636BOY
EOY508478EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY1616040BOY
EOY708480EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY367296BOY
EOY301330EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY19986BOY
EOY33894EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis8695593LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec1980620LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY6906736BOY
EOY6714973EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY1640090BOY
EOY1753183EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY58784BOY
EOY43833EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY10734742BOY
EOY10099361EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY395606BOY
EOY514604EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY868760BOY
EOY517415EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

FieldValueIRS element (for citing)
BOY4582759BOY
EOY4377118EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

FieldValueIRS element (for citing)
BOY200000BOY
EOY199290EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY6047125BOY
EOY5608427EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY1451874BOY
EOY2021804EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY1755954BOY
EOY977091EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY1479789BOY
EOY1492039EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY4687617BOY
EOY4490934EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY10734742BOY
EOY10099361EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses-298933ReconcilationRevenueExpenses
Reconciliation Unrealized Invest102250ReconciliationUnrealizedInvest
Reconcilation Other Changes0ReconcilationOtherChanges
Info In Schedule O Part XIIXInfoInScheduleOPartXII
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited

FS Audited Basis FSAuditedBasis

FieldValueIRS element (for citing)
Financial Statement SeparateXFinancialStatementSeparate
FieldValueIRS element (for citing)
Audit Committee1AuditCommittee
Federal Grant Audit Required1FederalGrantAuditRequired
Federal Grant Audit Performed1FederalGrantAuditPerformed

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years3254339CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years2925381CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years3424862CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year5652609CurrentTaxYearMinus1Year
Current Tax Year2920113CurrentTaxYear
Total18177304Total

Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years200000CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years200000CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years50000CurrentTaxYearMinus2Years
Total450000Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years3454339CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years3125381CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years3474862CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year5652609CurrentTaxYearMinus1Year
Current Tax Year2920113CurrentTaxYear
Total18627304Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total1654228AmountsSubstContributorsTotal
Public Support Total17016973076PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years7556CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years4305CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years309624CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year170288CurrentTaxYearMinus1Year
Current Tax Year176150CurrentTaxYear
Total667923Total

Other Income170 OtherIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year1780CurrentTaxYearMinus1Year
Current Tax Year741CurrentTaxYear
Total2521Total
FieldValueIRS element (for citing)
Total Support19297748TotalSupport
Gross Receipts From Admissions Etc4908243GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage1700.87950PublicSupportPertcentage170
Public Support Pertcent Prior Year0.89030PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance1640090BeginningOfYearBalance
Contributions14500Contributions
Investment Earnings Or Losses164594InvestmentEarningsOrLosses
Other Expenditures66000OtherExpenditures
End Of Year Balance1753184EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance1696841BeginningOfYearBalance
Contributions8100Contributions
Investment Earnings Or Losses-3891InvestmentEarningsOrLosses
Other Expenditures60960OtherExpenditures
End Of Year Balance1640090EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance1451481BeginningOfYearBalance
Contributions12500Contributions
Investment Earnings Or Losses298860InvestmentEarningsOrLosses
Other Expenditures66000OtherExpenditures
End Of Year Balance1696841EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

FieldValueIRS element (for citing)
Beginning Of Year Balance1378709BeginningOfYearBalance
Contributions4701Contributions
Investment Earnings Or Losses168071InvestmentEarningsOrLosses
Other Expenditures100000OtherExpenditures
End Of Year Balance1451481EndOfYearBalance

Current Year Minus4 Years CurrentYearMinus4Years

FieldValueIRS element (for citing)
Beginning Of Year Balance2198870BeginningOfYearBalance
Contributions4000Contributions
Investment Earnings Or Losses-54799InvestmentEarningsOrLosses
Other Expenditures769362OtherExpenditures
End Of Year Balance1378709EndOfYearBalance
FieldValueIRS element (for citing)
Permanent Endowment EOY Balance0.85100PermanentEndowmentEOYBalance
Term Endowment EOY Balance0.14900TermEndowmentEOYBalance
Endowments Held By Unrelated Orgs0EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs0EndowmentsHeldByRelatedOrgs

Land Land

FieldValueIRS element (for citing)
Other Cost Or Other Basis1100000OtherCostOrOtherBasis
Book Value1100000BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis6189356OtherCostOrOtherBasis
Depreciation637237Depreciation
Book Value5552119BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis635508OtherCostOrOtherBasis
Depreciation619015Depreciation
Book Value16493BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis770729OtherCostOrOtherBasis
Depreciation724368Depreciation
Book Value46361BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings6714973TotalOfBookValueLandBuildings
Footnote In Part XIIIXFootnoteInPartXIII
Tot Revenue Etc Audited Fincl Stmt5098732TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments102250NetUnrealizedGainsInvestments
Donated Srvc And Use Of Facilities637828DonatedSrvcAndUseOfFacilities
Other Revenues217692OtherRevenues
Revenue Not Rptd F990957770RevenueNotRptdF990
Revenue Subtotal4140962RevenueSubtotal
Revenue Not Rptd On Fin Stmt0RevenueNotRptdOnFinStmt
Total Revenue Per Form9904140962TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt5295415TotExpensesEtcAuditedFinclStmt
Donated Services Use Of Facilities637828DonatedServicesUseOfFacilities
Other Expenses Included217692OtherExpensesIncluded
Expenses Not Rptd F990855520ExpensesNotRptdF990
Expenses Subtotal4439895ExpensesSubtotal
Expenses Not Rptd On Fin Stmt0ExpensesNotRptdOnFinStmt
Total Expenses Per Form9904439895TotalExpensesPerForm990

Form990 Schedule D Part XIII Form990ScheduleDPartXIII (4 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS:PART V, LINE 4:INVESTMENT POLICY: JCA'S INVESTMENT OBJECTIVE IS TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO THE PROGRAM AND OPERATIONS SUPPORTED BY ITS ENDOWMENT WHILE SEEKING TO MAINTAIN PURCHASING POWER OF THE ENDOWMENT ASSETS. JCA INVESTS ITS ENDOWMENT FUNDS IN MONEY MARKET, EQUITIES, MUTUAL FUNDS AND MORTGAGE AND ASSET-BACKED SECURITIES. SPENDING POLICY: IT IS THE GENERAL POLICY OF THE JEWISH COUNCIL FOR THE AGING THAT JCA APPROPRIATES FOR EXPENDITURE IN ITS ANNUAL BUDGET A MAXIMUM OF FOUR PERCENT OF THE ROLLING AVERAGE OF THE CALENDAR YEAR END MARKET VALUE OF THE ENDOWMENT ASSETS OVER THE PRECEDING THREE YEARS, THE BASE OF WHICH IS ADJUSTED FOR NEW CAPITAL CONTRIBUTIONS TO THE ENDOWMENT. NOTWITHSTANDING THIS GENERAL POLICY, HOWEVER, THE CHIEF EXECUTIVE OFFICER OR THE BOARD OF DIRECTORS MAY CHOOSE TO ACCEPT AN ENDOWMENT GIFT WITH A DIFFERENT EXPENDITURE POLICY. MOREOVER, THE BOARD MAY OPT TO EXPEND ITS ENDOWMENT ASSETS AT A DIFFERENT RATE IN ANY GIVEN YEAR.
DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:PART X, LINE 2:JCA IS GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IN ADDITION, JCA QUALIFIES FOR CHARITABLE CONTRIBUTION DEDUCTIONS AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. HOWEVER, JCA IS SUBJECT TO INCOME TAXES ON UNRELATED BUSINESS INCOME, AS DEFINED BY THE INTERNAL REVENUE SERVICE. DURING THE YEAR ENDED JUNE 30, 2013, JCA HAD NO TAXABLE UNRELATED BUSINESS INCOME AND, ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS REQUIRED IN THE ACCOMPANYING FINANCIAL STATEMENTS. JCA COMPLIES WITH THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES (FASB ASC TOPIC 740-10), WHICH ADDRESSED THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THIS GUIDANCE, JCA MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ALSO ADDRESSES DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES ON INCOME TAXES, AND ACCOUNTING IN INTERIM PERIODS. MANAGEMENT EVALUATED JCA'S TAX POSITIONS AND CONCLUDED THAT JCA HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. JCA FILES INCOME TAX RETURNS IN THE U.S. FEDERAL JURISDICTION. GENERALLY, JCA IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR THE YEARS BEFORE 2010.
PART XI, LINE 2D - OTHER ADJUSTMENTS:RENT EXPENSE REPORTED ON LINE 6B 217,692.
PART XII, LINE 2D - OTHER ADJUSTMENTS:RENT EXPENSE REPORTED ON LINE 6B 217,692.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeXCompensationCommittee
Independent ConsultantXIndependentConsultant
Form990 Of Other OrganizationsXForm990OfOtherOrganizations
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan0SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org0CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org0CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments0AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII

FieldValueIRS element (for citing)
Name PersonDAVID GAMSENamePerson
TitleCEOTitle
Base Compensation Filing Org147820BaseCompensationFilingOrg
Comp Based On Related Orgs0CompBasedOnRelatedOrgs
Bonus Filing Org0BonusFilingOrg
Bonus Related Orgs0BonusRelatedOrgs
Other Compensation Filing Org1188OtherCompensationFilingOrg
Other Compensation Related Orgs0OtherCompensationRelatedOrgs
Deferred Comp Filing Org4815DeferredCompFilingOrg
Deferred Comp Related Orgs0DeferredCompRelatedOrgs
Nontaxable Benefits Filing Org11722NontaxableBenefitsFilingOrg
Nontaxable Benefits Related Orgs0NontaxableBenefitsRelatedOrgs
Total Compensation Filing Org165545TotalCompensationFilingOrg
Total Compensation Related Orgs0TotalCompensationRelatedOrgs
Comp Report Prior990 Filing Org0CompReportPrior990FilingOrg
Comp Report Prior990 Related Orgs0CompReportPrior990RelatedOrgs

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd

Issuer Name IssuerName

FieldValueIRS element (for citing)
Business Name Line1MARYLAND ECONOMIC DEVELOPMENT CORPBusinessNameLine1
FieldValueIRS element (for citing)
Issuer EIN521376562IssuerEIN
CUSIP NumberNONEAVAILCUSIPNumber
Date Issued2009-11-01DateIssued
Issue Price5270000IssuePrice
Description Of PurposeFINANCE ACQUISITION COSTS OF A BUILDINGDescriptionOfPurpose
Defeased0Defeased
On Behalf Of Issuer0OnBehalfOfIssuer
Pool Financing0PoolFinancing

Form990 Schedule K Part II Form990ScheduleKPartII

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Amount Retired892882AmountRetired
Total Proceeds5270000TotalProceeds
Capital Expenditures5270000CapitalExpenditures
Year Of Subst Completion2009YearOfSubstCompletion
Current Refunding0CurrentRefunding
Advance Refunding0AdvanceRefunding
Final Allocation Made1FinalAllocationMade
Adequate Books And Recds Maintaind1AdequateBooksAndRecdsMaintaind

Form990 Schedule K Part III Form990ScheduleKPartIII

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Owning Bond Financed Property0OwningBondFinancedProperty
Any Lease Arrangements0AnyLeaseArrangements
Mngment Cntrct Bond Financd Prprty0MngmentCntrctBondFinancdPrprty
Any Research Agreements0AnyResearchAgreements
Bond Iss Meet Prvt Security Pay Test0BondIssMeetPrvtSecurityPayTest
Change In Use Bond Financed Prop0ChangeInUseBondFinancedProp
Non Qualified Bond Remed Procdrs1NonQualifiedBondRemedProcdrs

Form990 Schedule K Part IV Form990ScheduleKPartIV

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Form8038 T Filed1Form8038TFiled
Variable Rate Issue0VariableRateIssue
Hedge Identified In Books And Recds0HedgeIdentifiedInBooksAndRecds
Gross Proceeds Invested In GIC0GrossProceedsInvestedInGIC
Gross Proceeds Invested0GrossProceedsInvested
Written Proc To Monitor Reqs0WrittenProcToMonitorReqs

Form990 Schedule K Part V Form990ScheduleKPartV

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Proc To Undertk Corrective Action1ProcToUndertkCorrectiveAction

Schedule M IRS990ScheduleM

Books And Publications BooksAndPublications

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Noncash Contribs Rptd F99019460NoncashContribsRptdF990
Method Of Determining RevenuesFMVMethodOfDeterminingRevenues

Other Non Cash Contributions Table OtherNonCashContributionsTable (2 entries)

Non Cash CheckboxNonCashCheckboxDescriptionDescriptionNumber Of ContributionsNumberOfContributionsNoncash Contribs Rptd F990NoncashContribsRptdF990Method Of Determining RevenuesMethodOfDeterminingRevenues
XREDSKINS FOOTBALL TICKETS11500FMV
XCEMETARY PLOTS AT KING DAVID MEMORIAL GARDENS16800FMV
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeld
Review Process Unusual NC Gifts1ReviewProcessUnusualNCGifts
Third Parties Used0ThirdPartiesUsed

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (7 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
FORM 990, PART VI, SECTION A, LINE 4CHANGES TO THE BYLAWS ARE: ARTICLE XI: NOTICES; VOTING IN LIEU OF A MEETING SECTION 5 WAS MODIFIED AND 6 WAS ADDED 5. THE DIRECTORS OR THE EXECUTIVE COMMITTEE OR ANY OTHER COMMITTEE OF THE BOARD OF DIRECTORS MAY PARTICIPATE IN A MEETING BY MEANS OF A CONFERENCE TELEPHONE OR OTHER COMMUNICATIONS EQUIPMENT IF ALL PERSONS PARTICIPATING IN THE MEETING CAN HEAR EACH OTHER AT THE SAME TIME. PARTICIPATION IN A MEETING BY THESE MEANS CONSTITUTES PRESENCE IN PERSON AT THE MEETING. 6. ANY ACTION REQUIRED OR PERMITTED TO BE TAKEN AT A MEETING OF THE BOARD OF DIRECTORS OR THE EXECUTIVE COMMITTEE OR OTHER COMMITTEE OF THE BOARD OF DIRECTORS MAY BE TAKEN WITHOUT A MEETING IF A UNANIMOUS CONSENT WHICH SETS FORTH THE ACTION IS (A) GIVEN IN WRITING OR BY ELECTRONIC TRANSMISSION BY EACH MEMBER OF THE DIRECTORS OR COMMITTEE; AND (B) FILED IN PAPER OR ELECTRONIC FORM WITH THE MINUTES OF PROCEEDINGS OF THE DIRECTORS.
FORM 990, PART VI, SECTION B, LINE 11UPON RECEIPT OF THE DRAFT 990, IT IS DISTRIBUTED TO THE CHIEF EXECUTIVE OFFICE, CHIEF FINANCIAL/OPERATING OFFICER, THE PRESIDENT OF THE BOARD, 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 12CJCA REQUIRES ITS OFFICERS, DIRECTORS, AND KEY EMPLOYEES TO SIGN THE CONFLICT OF INTEREST POLICY EACH YEAR.
FORM 990, PART VI, SECTION B, LINE 15THE CEO/EXECUTIVE DIRECTOR'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.
FORM 990, PART VI, SECTION C, LINE 19WE 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.
FORM 990, PART XII, LINE 2C:THE PROCESS FOR OVERSEEING THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT THAT AUDITED THE FINANCIAL STATEMENTS HAS BEEN CONSISTENT WITH PRIOR YEARS.
FORM 990, PART I, LINE 6:VOLUNTEERS ARE REQUIRED TO SIGN IN AND LOG THEIR TIME WHEN PERFORMING TASKS. THE ORGANIZATION ASSEMBLES THE INFORMATION FOR STATISTICAL REPORTING TO DONORS, GRANTORS, AND DECISION-MAKERS.THE NUMBER OF VOLUNTEERS: