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JEWISH ASSOCIATION ON AGING: Form 990, tax year 2009

View the entire original 990 at ProPublica ↗

Organization
JEWISH ASSOCIATION ON AGING (EIN 25-1720606)
Tax period
2009-07-01 to 2010-06-30
Filed
2011-05-11
IRS object ID
201101319349302205
Schema version
2009v1.7
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)
Timestamp2011-05-11T14:15:00-05:00Timestamp
Tax Period End Date2010-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1Carbis Walker LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line15700 Corporate Drive Suite 650AddressLine1
CityPittsburghCity
StatePAState
ZIP Code15237ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2009-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN251720606EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1Jewish Association on AgingBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlJEWINameControl
Phone4125211683Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1200 JHF DriveAddressLine1
CityPittsburghCity
StatePAState
ZIP Code15217ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameDavid GritzerName
TitlePRESIDENT & CEOTitle
Phone4125211683Phone
Date Signed2011-04-29DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameJeffrey J Petrell CPAName
Phone4126356270Phone
FieldValueIRS element (for citing)
Tax Year2009TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

Doing Business As DoingBusinessAs

FieldValueIRS element (for citing)
Business Name Line1See Schedule OBusinessNameLine1
FieldValueIRS element (for citing)
Name Of Principal Officer PersonDavid GritzerNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1200 JHF DriveAddressLine1
CityPittsburghCity
StatePAState
ZIP Code15217ZIPCode
FieldValueIRS element (for citing)
Gross Receipts8878883GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501cXOrganization501c
Web SiteWWW.JAAPGH.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1993YearFormation
State Legal DomicilePAStateLegalDomicile
Activity Or Mission DescriptionThe primary purpose of the organization is to assist older adults to live independently for as long as possible by providing facilities and support services such as living facilities, adult day care, home health care, hospice care and nursing services.ActivityOrMissionDescription
Nbr Voting Members Governing Body22NbrVotingMembersGoverningBody
Nbr Independent Voting Members19NbrIndependentVotingMembers
Total Nbr Employees161TotalNbrEmployees
Total Nbr Volunteers318TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year1001865ContributionsGrantsPriorYear
Contributions Grants Current Year913031ContributionsGrantsCurrentYear
Program Service Revenue Prior Year6542563ProgramServiceRevenuePriorYear
Program Service Revenue CY7490568ProgramServiceRevenueCY
Investment Income Prior Year29635InvestmentIncomePriorYear
Investment Income Current Year9337InvestmentIncomeCurrentYear
Other Revenue Prior Year438051OtherRevenuePriorYear
Other Revenue Current Year427748OtherRevenueCurrentYear
Total Revenue Prior Year8012114TotalRevenuePriorYear
Total Revenue Current Year8840684TotalRevenueCurrentYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year4768021SalariesEtcPriorYear
Salaries Etc Current Year5915406SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year28097TotalFundrsngExpCurrentYear
Other Expense Prior Year3101863OtherExpensePriorYear
Other Expenses Current Year3330553OtherExpensesCurrentYear
Total Expenses Prior Year7869884TotalExpensesPriorYear
Total Expenses Current Year9245959TotalExpensesCurrentYear
Revenues Less Expenses Prior Year142230RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-405275RevenuesLessExpensesCY
Total Assets BOY11107256TotalAssetsBOY
Total Assets EOY10903196TotalAssetsEOY
Total Liabilities BOY2819133TotalLiabilitiesBOY
Total Liabilities EOY2993101TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY8288123NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY7910095NetAssetsOrFundBalancesEOY
Mission DescriptionThe Jewish Association on Aging offers Pittsburgh's elderly community a comprehensive network of social, residential, rehabilitation, medical and nutritional services that are developed and implemented in accordance with Jewish values. The Jewish Association on Aging's continuum of quality care provides the elderly with an opportunity to age in a dignified manner and have a partner that will always advocate for their best interests.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense5915286Expense
Revenue7490568Revenue
DescriptionThe primary purpose of this Organization is to assist older adults to live independently for as long as possible by providing facilities and support services such as an assisted living facility, outpatient rehabilitation, adult daycare, mollies meals, hospice and home health services.Description
Total Program Service Expense5915286TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Balance Sheet Amounts Reported1BalanceSheetAmountsReported
Independent Audit Financial Stmt0IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt1ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities1FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations0GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
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 Rltnshp1OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With109614NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees161NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income0UnrelatedBusinessIncome
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
Form8899 Filed0Form8899Filed
Form1098 C Filed0Form1098CFiled
Excess Business Holdings0ExcessBusinessHoldings
Taxable Distributions0TaxableDistributions
Distribution To Donor0DistributionToDonor
Nbr Voting Governing Body Members22NbrVotingGoverningBodyMembers
Number Independent Voting Members19NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members1ElectionOfBoardMembers
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 Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other0CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledPAStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonDaniel Wolf CFONamePerson
Telephone Number4125211683TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1200 JHF DriveAddressLine1
CityPittsburghCity
StatePAState
ZIP Code15217ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (24 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensation
Douglas Ostrow
Chair1.00XX000
WILLIAM H BRANDEIS
VICE CHAIR1.00XX000
JAMES B BROWN
DIRECTOR1.00X000
Gary Dubin
DIRECTOR1.00X000
KAREN WOLK FEINSTEIN PHD
DIRECTOR1.00X000
Andrea Fox MD
DIRECTOR1.00X000
BOBBEE SLOTSKY KRAMER
DIRECTOR1.00X000
JAMES LIEBER
SECRETARY1.00XX000
Steve Halpern
DIRECTOR1.00X000
HAROLD MENDLOWITZ
DIRECTOR1.00X000
ENID MILLER
dIRECTOR1.00X000
Macy Kisilinsky
DIRECTOR1.00X000
MITCHELL PAKLER
Treasurer1.00XX000
BARBARA SHORE
DirecTOR1.00X000
JAY SILvERBLATT
DIRECTOR1.00X000
JOEL SMALLEY
dIRECTOR1.00X000
JEROME WOLFSON
DIRECTOR1.00X000
DAVID GRITZER
PRESIDENT & CEO12.00XX279267027592
Robert Sweet
DIRECTOR1.00X000
Shawn Elman
dIRECTOR1.00X000
Joel Sigal
DIRECTOR1.00X000
Judith Tobe
DIRECTOR1.00X000
MARK CELIGOI
CHIEF FINANCIAL OFFICER20.00X119246017867
Daniel Wolf
Chief Financial Officer20.00X663500
FieldValueIRS element (for citing)
Total Reportable Comp From Org405148TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation45459TotalOtherCompensation
Number Individuals GT100 K2NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources

Contractor Compensation ContractorCompensation

Name Of Contractor NameOfContractor

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1Cohen & Grigsby PCBusinessNameLine1

Address Of Contractor AddressOfContractor

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1625 Liberty AvenueAddressLine1
CityPittsburghCity
StatePAState
ZIP Code15222ZIPCode
FieldValueIRS element (for citing)
Description Of ServicesLegal ServicesDescriptionOfServices
Compensation119924Compensation
FieldValueIRS element (for citing)
Number Of Contractors GT100 K1NumberOfContractorsGT100K
Federated Campaigns393790FederatedCampaigns
Fundraising Events6206FundraisingEvents
Government Grants25195GovernmentGrants
All Other Contributions487840AllOtherContributions
Total Contributions913031TotalContributions

Program Service Revenue ProgramServiceRevenue

FieldValueIRS element (for citing)
Descriptionprogram Service RevenuDescription
Business Code623000BusinessCode
Total Revenue Column7490568TotalRevenueColumn
Related Or Exempt Function Income7490568RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Program Service Revenue7490568TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column9337TotalRevenueColumn
Exclusion$9,337ExclusionAmount
FieldValueIRS element (for citing)
Gross Income Fundraising Events56431GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events6206CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses38199FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column18232TotalRevenueColumn
Exclusion$18,232ExclusionAmount

Other Revenue Misc OtherRevenueMisc (2 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnExclusionExclusionAmount
other operating revenu900099407766$407,766
Trust Income9000991750$1,750
FieldValueIRS element (for citing)
Total Other Revenue409516TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column8840684TotalRevenueColumn
Related Or Exempt Function Income7490568RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$437,085ExclusionAmount

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total450606Total
Management And General450606ManagementAndGeneral

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total4237787Total
Program Services2875001ProgramServices
Management And General1346493ManagementAndGeneral
Fundraising16293Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total124934Total
Program Services81175ProgramServices
Management And General43759ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total796252Total
Program Services550757ProgramServices
Management And General242622ManagementAndGeneral
Fundraising2873Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total305827Total
Program Services187709ProgramServices
Management And General116945ManagementAndGeneral
Fundraising1173Fundraising

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total122127Total
Management And General122127ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total65980Total
Management And General65980ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total80682Total
Program Services46916ProgramServices
Management And General33766ManagementAndGeneral

Advertising Advertising

FieldValueIRS element (for citing)
Total80242Total
Program Services11063ProgramServices
Management And General69179ManagementAndGeneral

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total179572Total
Program Services29346ProgramServices
Management And General143006ManagementAndGeneral
Fundraising7220Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total124706Total
Management And General124509ManagementAndGeneral
Fundraising197Fundraising

Occupancy Occupancy

FieldValueIRS element (for citing)
Total288220Total
Program Services184193ProgramServices
Management And General104027ManagementAndGeneral

Travel Travel

FieldValueIRS element (for citing)
Total50317Total
Program Services36339ProgramServices
Management And General13880ManagementAndGeneral
Fundraising98Fundraising

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total8144Total
Program Services1977ProgramServices
Management And General6167ManagementAndGeneral

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total328165Total
Program Services209721ProgramServices
Management And General118444ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total112206Total
Program Services71708ProgramServices
Management And General40498ManagementAndGeneral

Other Expenses OtherExpenses (5 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
Bad Debt547435547435
FOOD/DIETARY46579245138114411
Purchased Services4025023124588997569
Drugs/Medical199967199967
supplies97154922814873

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total177342Total
Program Services25859ProgramServices
Management And General151309ManagementAndGeneral
Fundraising174Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total9245959Total
Program Services5915286ProgramServices
Management And General3302576ManagementAndGeneral
Fundraising28097Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY636448BOY
EOY574242EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY14294BOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY1029344BOY
EOY1169182EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY92072BOY
EOY71427EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis13053050LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec4613551LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY8653701BOY
EOY8439499EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY282111BOY
EOY345525EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY399286BOY
EOY303321EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY11107256BOY
EOY10903196EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY946376BOY
EOY551304EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY130904BOY
EOY182374EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

FieldValueIRS element (for citing)
BOY1695000BOY
EOY1405000EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY46853BOY
EOY854423EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY2819133BOY
EOY2993101EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY8288123BOY
EOY7806006EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
EOY104089EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY8288123BOY
EOY7910095EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY11107256BOY
EOY10903196EOY
FieldValueIRS element (for citing)
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement ConsolidatedXFinancialStatementConsolidated
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2XPubliclySupportedOrg509a2

Gifts Grants Contrib Received509 GiftsGrantsContribReceived509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years1445832CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years818270CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years818270CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1020904CurrentTaxYearMinus1Year
Current Tax Year969462CurrentTaxYear
Total5072738Total

Gross Receipts From Admissions GrossReceiptsFromAdmissions

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years5436414CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years6138381CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years6138381CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year6542563CurrentTaxYearMinus1Year
Current Tax Year7490568CurrentTaxYear
Total31746307Total

Total509 Total509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years6882246CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years6956651CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years6956651CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year7563467CurrentTaxYearMinus1Year
Current Tax Year8460030CurrentTaxYear
Total36819045Total

Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons

FieldValueIRS element (for citing)
Total0Total

Amts From Subst Contributors AmtsFromSubstContributors

FieldValueIRS element (for citing)
Total0Total

Support From DQ Ps Etc SupportFromDQPsEtc

FieldValueIRS element (for citing)
Total0Total
FieldValueIRS element (for citing)
Public Support Total50936819045PublicSupportTotal509

Gross Investment Income509 GrossInvestmentIncome509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years56351CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years70752CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years68698CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year83052CurrentTaxYearMinus1Year
Current Tax Year9337CurrentTaxYear
Total288190Total

Investment Income And UBTI InvestmentIncomeAndUBTI

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years56351CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years70752CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years68698CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year83052CurrentTaxYearMinus1Year
Current Tax Year9337CurrentTaxYear
Total288190Total

Other Income509 OtherIncome509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years386943CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years420535CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years422589CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year396500CurrentTaxYearMinus1Year
Current Tax Year409516CurrentTaxYear
Total2036083Total

Total Support Total TotalSupportTotal

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years7325540CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years7447938CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years7447938CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year8043019CurrentTaxYearMinus1Year
Current Tax Year8878883CurrentTaxYear
Total39143318Total
FieldValueIRS element (for citing)
Public Support Percentage5090.94060PublicSupportPercentage509
Prior Year Support Percentage0.93840PriorYearSupportPercentage
Investment Income Percentage0.00740InvestmentIncomePercentage
Prior Yr Invest Income Percentage0.00810PriorYrInvestIncomePercentage
Thirty Three Percnt Tests CY509XThirtyThreePercntTestsCY509

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

Land Land

FieldValueIRS element (for citing)
Other Cost Or Other Basis1893588OtherCostOrOtherBasis
Book Value1893588BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis9161508OtherCostOrOtherBasis
Depreciation3030914Depreciation
Book Value6130594BookValue

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Other Cost Or Other Basis277329OtherCostOrOtherBasis
Depreciation167727Depreciation
Book Value109602BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis1445477OtherCostOrOtherBasis
Depreciation1203651Depreciation
Book Value241826BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis275148OtherCostOrOtherBasis
Depreciation211259Depreciation
Book Value63889BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings8439499TotalOfBookValueLandBuildings

Other Liabilities OtherLiabilities (2 entries)

DescriptionDescriptionAmountAmount
Other liabilities$189,720
Due to related party$664,703
FieldValueIRS element (for citing)
Total Of Amounts854423TotalOfAmounts
Total Revenue8840684TotalRevenue
Total Expenses9245959TotalExpenses
Excess Or Deficit For Year-405275ExcessOrDeficitForYear
Net Unrealized GL On Investments27247NetUnrealizedGLOnInvestments
Total Adjustments27247TotalAdjustments
Excess Or Deficit Per FS-378028ExcessOrDeficitPerFS

Form990 Schedule D Part XIV Form990ScheduleDPartXIV

FieldValueIRS element (for citing)
IdentifierPart X:Identifier
Return ReferenceDescription of Uncertain Tax Positions Under FIN 48:ReturnReference
ExplanationThe Organization adopted the standard for accounting for uncertainty in income taxes recognized in the organization's financial statements that prescribes a recognition threshold of more-likely-than-not to be sustained upon examination by the appropriate taxing authority. Measurement of the tax uncertainty occurs if the recognition threshold has been met. The standard also provides guidance on derecognition, classification, interest and penalties, accounting in interim periods, disclosure and transition. Management has determined that the adoption of the standard did not have a material effect on the consolidated financial statements. The Organization's policy is to recognize interest related to unrecognized tax benefits in interest expense and penalties in operating expenses. There were no interest or penalties recognized on the consolidated statements of operations as a result of the adoption. The Organization's federal Forms 990, Return of Organization Exempt from Income Tax, for the years ended June 30, 2009, 2008, and 2007, remain subject to examination by the Internal Revenue Services and various state agencies.Explanation

Schedule G IRS990ScheduleG

Events Information EventsInformation

FieldValueIRS element (for citing)
Name Of Event18 over 80NameOfEvent1
Gross Receipts Event162637GrossReceiptsEvent1
Charitable Contributions Event16206CharitableContributionsEvent1
Gross Revenue Event156431GrossRevenueEvent1
Food And Beverage Event16127FoodAndBeverageEvent1
Other Direct Expenses Event132072OtherDirectExpensesEvent1
Gross Receipts Total62637GrossReceiptsTotal
Charitable Contributions Total6206CharitableContributionsTotal
Gross Revenue Total Events56431GrossRevenueTotalEvents
Food And Beverage Total Events6127FoodAndBeverageTotalEvents
Other Direct Expenses Total Events32072OtherDirectExpensesTotalEvents
Direct Expense Summary Events38199DirectExpenseSummaryEvents
Net Income Summary18232NetIncomeSummary

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Form990 Of Other OrganizationsXForm990OfOtherOrganizations
Written Employment ContractXWrittenEmploymentContract
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

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1DAVID GRITZERBusinessNameLine1
FieldValueIRS element (for citing)
Base Compensation Filing Org279267BaseCompensationFilingOrg
Comp Based On Related Orgs0CompBasedOnRelatedOrgs
Bonus Filing Org0BonusFilingOrg
Bonus Related Orgs0BonusRelatedOrgs
Other Compensation Filing Org0OtherCompensationFilingOrg
Other Compensation Related Orgs0OtherCompensationRelatedOrgs
Deferred Comp Filing Org15403DeferredCompFilingOrg
Deferred Comp Related Orgs0DeferredCompRelatedOrgs
Nontaxable Benefits Filing Org12189NontaxableBenefitsFilingOrg
Nontaxable Benefits Related Orgs0NontaxableBenefitsRelatedOrgs
Total Compensation Filing Org306859TotalCompensationFilingOrg
Total Compensation Related Orgs0TotalCompensationRelatedOrgs
Comp Report Prior990 Filing Org0CompReportPrior990FilingOrg
Comp Report Prior990 Related Orgs0CompReportPrior990RelatedOrgs

Schedule L IRS990ScheduleL

Form990 Schedule L Part IV Form990ScheduleLPartIV

Name Of Interested Person NameOfInterestedPerson

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1Cohen & GrigsbyBusinessNameLine1
FieldValueIRS element (for citing)
RelationshipJames Brown, board member is a key employee of Cohen & GrigsbyRelationship
Amount Of Transaction142635AmountOfTransaction
Description Of TransactionLegal ServicesDescriptionOfTransaction
Sharing Of Revenues0SharingOfRevenues

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (10 entries)

IdentifierIdentifierExplanationExplanationReturn ReferenceReturnReference
Form 990, Part VI, Section A, line 7aThe Chair of the United Jewish Federation of Greater Pittsburgh or a board member of the United Jewish Federation of Greater Pittsburgh designated by the UJF Chair shall hold a board position. The Chair of the Jewish Healthcare Foundation or a board member designated by the Jewish Healthcare Foundation Chair shall also hold a board position.
Form 990, Part VI, Section B, line 11Jewish Association on Aging has A CPA FIRM PREPARE ITS FORM 990. The form 990 is reviewed initially by the CFO and CEO/President prior to filing with the IRS. The Form 990 is then provided to the board of directors for review before it is filed.
Form 990, Part VI, Section B, line 12cConflict of Interest Disclosure Statements are given annually to Board members and are required to be signed and returned to the Executive Assistant within 30 days for filing in the administrative office. If not timely returned, the Executive Assistant follows up with reminders until all Statements are returned. The terms of the Statement are monitored and enforced by the CEO/President and Executive Committee.
Form 990, Part VI, Section B, line 15aThe compensation of the Corporation's CEO is evaluated annually. The process is initiated, evaluated and approved by the Executive Committee then sent for review and subsequent approval by the entire Board of Directors.
Form 990, Part VI, Section C, line 18Jewish Association on Aging MAKES ITS FORM 990 and form 1023 available TO THE PUBLIC upon request.
Form 990, Part VI, Section C, line 19AT THIS TIME, Jewish Association on Aging DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY AND FINANCIAL STATEMENTS available TO THE GENERAL PUBLIC.
Form 990, Part XI, Line 2C:Jewish Association on Aging has an audit committee that is responsible for the oversight of the audit and selection of the independent auditors. The process is consistent with prior years and has not changed.
Form 990, Page 1, Line CJAA Centers for Rehabilitation Weinberg Terrace Home & Community Services Sivitz Jewish Hospice Sivitz Palliative Home CareDoing Business as:
Form 990, Part VII, Column BDAVID GRITZER, CEO and Daniel Wolf, CFO split their time between Jewish Home & Hospital for the Aged and Jewish Association on Aging. Breakdown of Hours Per Week Devoted to each Entity: DAVID GRITZER, CEO: Jewish Home & Hospital for the Aged - 28 hours Jewish Association on Aging - 12 hours Daniel Wolf, CFO: Jewish Home & Hospital for the Aged - 20 hours Jewish Association on Aging - 20 hours
Form 990, Part VIIDaniel wolf replaced Mark Celigoi as the CFO of Jewish Association of Aging in December 2009.

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII

Name Of Disregarded Entity NameOfDisregardedEntity

FieldValueIRS element (for citing)
Business Name Line1Jewish Home and Hospital for the AgedBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1200 JHF DriveAddressLine1
CityPittsburghCity
StatePAState
ZIP Code15217ZIPCode
FieldValueIRS element (for citing)
EIN250965408EIN
Primary ActivitiesHealth CarePrimaryActivities
Legal Domicile StatePALegalDomicileState
Exempt Code Section501(c)(3)ExemptCodeSection
Public Charity Status509(a)(1)PublicCharityStatus
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org0GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org0GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs0PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs0PerformOfServicesByOtherOrgs
Sharing Of Facilities1SharingOfFacilities
Sharing Of Paid Employees1SharingOfPaidEmployees
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg