2026-02-11T08:04:52-06:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP 4334 MUNSON STREET SUITE 200 CANTON OH 44718 990 2024-07-01 251612868 JEWISH RESIDENTIAL SERVICES INC JEWI 4123250039 2609 MURRAY AVENUE 201 PITTSBURGH PA 15217 MICHAEL SAMUELS BOARD CHAIR 4123250039 2026-01-29 1 1 JENNIFER COLEMAN P00743188 3304972000 2026-01-29 2024 2025-03-06 01:10:19Z THE BRANCH MICHAEL SAMUELS 2609 MURRAY AVENUE 201 PITTSBURGH PA 15217 2075186 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. 24 24 21 30 0 0 946673 1047543 1108540 923347 53836 94578 -61377 -84385 2047672 1981083 0 0 0 0 1036530 1300117 0 0 200495 671032 711000 1707562 2011117 340110 -30034 6822429 6977249 74486 137243 6747943 6840006 THE BRANCH PROVIDES SERVICES, RESOURCES AND ADVOCACY TO SUPPORT PEOPLE WITH DISABILITIES AND THEIR FAMILIES TO THRIVE IN THEIR COMMUNITIES. 0 0 763273 0 636429 THE SALLY AND HOWARD LEVIN CLUBHOUSE PROVIDED PSYCHIATRIC REHABILITATION SERVICES TO AN ACTIVE MEMBERSHIP OF OVER 145 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. 474671 0 286918 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. 193970 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. 1431914 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 6 0 1 21 1 0 0 0 0 0 0 0 0 0 0 0 0 X 24 24 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 CHERYL FOGARTY EXECUTIVE VICE PRESIDENT 2.00 0.00 X X 0 0 0 DEBORAH 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 GARY DUBIN DIRECTOR 1.00 1.00 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 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 1.00 X 147020 0 16173 147020 0 16173 1 0 1 0 0 116200 214918 124323 592102 14531 1047543 PROGRAM FEES 624310 484584 484584 ALLEGHENY COUNTY HEALT 624310 378845 378845 COMMONWEALTH OF PA HEA 624310 59918 59918 923347 94578 94578 9718 214918 94103 -84385 -84385 1981083 923347 0 10193 166877 100126 41719 25032 890110 722876 60881 106353 39398 29950 4446 5002 121828 98687 8548 14593 81904 63981 7772 10151 18691 18691 70108 70108 8099 8099 35896 16258 19638 21950 4471 6274 11205 23988 16472 6574 942 40805 9353 31452 121983 83833 38150 4815 4631 184 68689 52107 14568 2014 122454 96249 13813 12392 37107 29166 4186 3755 DUES & SUBSCRIPTIONS 29077 8162 11859 9056 PROGRAM ACTIVITIES & EX 24444 23345 1099 FOOD & CLOTHING 22599 22231 368 EQUIPMENT RENTAL 11363 2684 8679 48932 47332 1600 2011117 1431914 378708 200495 260110 430668 3565 1502 798 25939 200255 160207 5766 7857 4843551 739254 4164063 4104297 1971071 2216741 216801 30038 6822429 6977249 35495 107205 38991 30038 74486 137243 X 6664748 6777642 83195 62364 6747943 6840006 6822429 6977249 -30034 122097 0 X 0 1 X 1 0 X 1409795 880283 1124119 946673 1047543 5408413 1409795 880283 1124119 946673 1047543 5408413 877605 4530808 28668 95082 68947 53836 94578 341111 32789 687 33476 5783000 3838352 0.78350 0.74820 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 26353 2834 923 160 28104 24641 2545 686 147 26353 12005 11000 2347 594 117 24641 13822 -1735 82 12005 10436 2000 1419 33 13822 0.00000 1.00000 0.00000 0 1 1 836265 836265 3657174 507014 3150160 203653 184391 19262 146459 47849 98610 4104297 JRS INVESTMENT 1944028 F LIFE AND LEGACY 22860 F LIFE & LEGACY - SOLOMON 5244 F CAPITAL R&R 219198 F W PA AUXILIARY FOR EXCEPTIONAL PERS 25411 F 2216741 LONG-TERM LEASE LIABILITIES 30038 30038 X 2189184 122097 94103 216200 1972984 8099 8099 1981083 2097121 94103 94103 2003018 8099 8099 2011117 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, 2025 AND 2024. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 94,103. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 94,103. BREAKING DOWN THE WALLS 224636 214918 9718 7312 44302 1500 40989 224636 214918 9718 7312 44302 1500 40989 94103 -84385 0 0 0 0 0 0 0 0 0 NANCY GALE EXECUTIVE DIRECTOR 147020 0 0 0 0 0 4410 0 11763 0 163193 0 0 0 FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE IS COMPOSED OF THE BOARD'S OFFICERS. THE EXECUTIVE COMMITTEE SHALL HAVE AND EXERCISE THE AUTHORITY OF THE BOARD OF DIRECTORS IN THE MANAGEMENT OF THE BUSINESS OF THE CORPORATION. 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. THE 990 IS REVIEWED AND DISCUSSED AT A BOARD MEETING, AND A VOTE IS TAKEN TO APPROVE IT. 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 2024. 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 N/A 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0