2024-01-31T11:15:32-06:00 2023-06-30 410746749 CLIFTONLARSONALLEN LLP 4334 MUNSON STREET SUITE 200 CANTON OH 44718 990 2022-07-01 251612868 JEWISH RESIDENTIAL SERVICES INC JEWI 4123250039 2609 MURRAY AVENUE 201 PITTSBURGH PA 15217 LORRIE RABIN PRESIDENT 4123250039 2024-01-30 1 LORRIE RABIN 999009999 0 JENNIFER COLEMAN P00743188 3304972000 2024-01-30 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z THE BRANCH JOSH RESNICK 2609 MURRAY AVENUE 201 PITTSBURGH PA 15217 1828937 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. 27 24 24 53 0 0 880283 1124119 662436 635871 95082 68947 687 0 1638488 1828937 0 0 0 0 882446 1012185 0 0 87393 569951 995797 1452397 2007982 186091 -179045 6411590 6334565 38480 62226 6373110 6272339 THE BRANCH'S MISSION IS TO SUPPORT INDIVIDUALS WITH PSYCHIATRIC, DEVELOPMENTAL OR INTELLECTUAL DISABILITIES, HELPING THEM TO LIVE, LEARN, WORK AND SOCIALIZE AS VALUED MEMBERS OF THE COMMUNITY. 0 0 545194 0 272574 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 AND AFFINITY GROUPS SUCH AS THE JEWISH SINGLES SOCIAL NETWORK (JSSN). 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. 537242 0 363297 THE SALLY AND HOWARD LEVIN CLUBHOUSE PROVIDED PSYCHIATRIC REHABILITATION SERVICES TO AN ACTIVE MEMBERSHIP OF OVER 100 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. 177276 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 TWO GROUP HOMES IN SQUIRREL HILL FOR A TOTAL OF SIX 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. 1259712 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 4 0 1 24 1 0 0 0 0 0 0 0 0 0 0 0 0 X 27 24 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 0 0 PA X JEWISH RESIDENTIAL SERVICES INC 4123250039 2609 MURRAY AVE SUITE 201 PITTSBURGH PA 15217 LORRIE RABIN PRESIDENT 2.00 1.00 X X 0 0 0 DEBORAH RUBIN VICE PRESIDENT 2.00 0.00 X X 0 0 0 DANIELLE KATZ VICE PRESIDENT 2.00 0.00 X X 0 0 0 SUSAN LEFF SECRETARY 1.00 0.00 X X 0 0 0 MIKE SAMUELS TREASURER 3.00 0.00 X X 0 0 0 GERRI LYNN SPERLING IMMEDIATE PAST PRESIDENT 1.00 0.00 X X 0 0 0 LENA ANDREWS DIRECTOR 1.00 0.00 X 0 0 0 ELLEN S BERNE DIRECTOR 1.00 0.00 X 0 0 0 LAUREN BOCZKOWSKI DIRECTOR 1.00 0.00 X 0 0 0 CURT BROOKS DIRECTOR 1.00 0.00 X 0 0 0 JUDY GREENWALD COHEN DIRECTOR 1.00 0.00 X 0 0 0 GARY DUBIN DIRECTOR 1.00 1.00 X 0 0 0 NANCY S ELMAN DIRECTOR 1.00 0.00 X 0 0 0 CHERYL FOGARTY DIRECTOR 1.00 0.00 X 0 0 0 RONALD GLICK DIRECTOR 1.00 0.00 X 0 0 0 LORI GUTTMAN DIRECTOR 1.00 0.00 X 0 0 0 MICHAEL HODES 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 SHARON NAVONEY DIRECTOR 1.00 0.00 X 0 0 0 JOSH RESNICK PRESIDENT-ELECT 1.00 1.00 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 ANDREA SOLOMAN-ELLER DIRECTOR 1.00 0.00 X 0 0 0 WILLIAM STAAB DIRECTOR 1.00 0.00 X 0 0 0 RICHARD N SWEET DIRECTOR 1.00 0.00 X 0 0 0 NANCY GALE EXECUTIVE DIRECTOR 40.00 0.00 X 120129 0 3604 120129 0 3604 1 0 0 0 0 156200 280910 25000 662009 1124119 ALLEGHENY COUNTY HEALT 624310 372987 372987 PROGRAM FEES 624310 225239 225239 COMMONWEALTH OF PA HEA 624310 37645 37645 635871 68947 68947 1828937 635871 0 68947 135847 81508 33962 20377 692255 596964 65474 29817 7014 6595 340 79 107261 90159 11530 5572 69808 57426 8245 4137 8257 8257 73561 73561 7188 7188 32092 26000 6092 327042 10599 308782 7661 33516 22044 11472 34391 8040 25109 1242 225748 169486 56262 4904 4626 278 36523 18353 17920 250 120923 98296 9637 12990 22413 18219 1786 2408 FOOD AND CLOTHING 20461 20275 186 DUES & SUBSCRIPTIONS 18890 6363 9667 2860 PROGRAM ACTIVITIES & EX 15077 15065 12 EQUIPMENT RENTAL 13394 9694 3700 1417 1417 2007982 1259712 660877 87393 416507 154144 6686 5065 288 334 70574 99124 19899 12968 4752367 487722 4132704 4264645 1757985 1790813 6947 7472 6411590 6334565 38480 62226 38480 62226 X 6016432 6079444 356678 192895 6373110 6272339 6411590 6334565 -179045 78274 0 X 0 1 X 1 0 X 826746 885207 1409795 880283 1124119 5126150 826746 885207 1409795 880283 1124119 5126150 923478 4202672 43430 37255 28668 95082 68947 273382 32789 687 33476 5433008 3066271 0.77350 0.91790 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12005 11000 2347 594 117 24641 13822 -1735 82 12005 10436 2000 1419 33 13822 10500 -64 10436 0.00000 1.00000 0.00000 0 1 1 836265 836265 3622734 318393 3304341 198228 128684 69544 95140 40645 54495 4264645 INVESTMENTS-OTH SECS(DETAIL)-990 1790813 F 1790813 X 1900023 78274 78274 1821749 7188 7188 1828937 2000794 0 2000794 7188 7188 2007982 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, 2023 AND 2022. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE CONSISTS OF OFFICERS: PRESIDENT, IMMEDIATE PAST PRESIDENT, THREE VICE PRESIDENTS, TREASURER AND SECRETARY. ACCORDING TO THE BYLAWS, 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 A, LINE 4 THE ORGANIZATION UPDATED ITS BYLAWS DURING THE TAX YEAR. SIGNIFICATION CHANGES WERE AS FOLLOWS: 1. PREVIOUSLY, THE VICE PRESIDENTS ON THE BOARD WERE TO BE APPOINTED AT THE DISCRETION OF THE PRESIDENT. CURRENTLY, THE DISCRETION OF THE PRESIDENT IS NOT REQUIRED FOR THE VICE PRESIDENTS ON THE BOARD. 2. PREVIOUSLY, NEW OFFICERS OF THE BOARD, EXCEPT THE PRESIDENT AND PRESIDENT ELECT, SHALL BE ELECTED TO HOLD OFFICER FOR A TERM OF THREE YEAR. CURRENTLY, NEW OFFICERS OF THE BOARD, EXCEPT THE PRESIDENT ELECT, SHALL BE ELECTED TO HOLD OFFICE FOR A TERM OF TWO YEARS. 3. THE ORGANIZATION ADDED THE FOLLOWING, "THE BOARD OF DIRECTORS, IN ITS DISCRETION, MAY EXTEND THE TERM OF PRESIDENT OR ANY OFFICER FOR AN ADDITIONAL ONE (1) YEAR TERM." 4. THE ORGANIZATION ADDED THE FOLLOWING, NOTHING HEREIN SHALL PRECLUDE AN OFFICER FROM BEING ELECTED TO A DIFFERENT OFFICER POSITION." 5. THE ORGANIZATION ADDED THE FOLLOWING, "THE TREASURER SHALL SERVE AS CHAIR OF THE FINANCE COMMITTEE." 6. THE ORGANIZATION ADDED THE CLUBHOUSE ADVISORY COMMITTEE. "THE SALLY AND HOWARD LEVIN CLUBHOUSE ADVISORY COMMITTEE WORKS WITH CLUBHOUSE MEMBERS AND STAFF, KNOWN AS 'COLLEAGUES', TO SUPPORT THE MISSION OF THE CLUBHOUSE. THE MISSION IS TO ASSIST COLLEAGUES IN HELPING EACH OTHER WORK TOWARD A WHOLE, SATISFYING LIFE THROUGH MEANINGFUL WORK. COMMITTEE MEMBERS COLLABORATE WITH CLUBHOUSE COLLEAGUES TO IDENTIFY AREAS WHERE THE COMMITTEE CAN BE OF ASSISTANCE AND WORKS WITH THE CLUBHOUSE COMMUNITY TO CREATE MEANINGFUL, QUALITY DRIVEN, SUCCESSFUL SERVICES." FORM 990, PART VI, SECTION B, LINE 11B OUR INDEPENDENT AUDITORS PREPARE AND DELIVER A DRAFT OF THE FORM 990 TO THE EXECUTIVE DIRECTOR OF OUR ORGANIZATION AND IT IS AVAILABLE TO ALL MEMBERS OF THE BOARD OF DIRECTORS FOR THEIR REVIEW. EVERYONE IS GIVEN TIME TO REVIEW THE DRAFT FORM 990 AND RESPOND TO OUR AUDITORS WITH THEIR COMMENTS. AFTER THIS PERIOD, ALL APPROPRIATE EDITS ARE MADE TO THE DRAFT FORM 990. THE FINAL EDITED FORM 990 IS THEN FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, ALL BOARD MEMBERS ARE PROVIDED WITH A COPY OF OUR ORGANIZATION'S CONFLICT OF INTEREST POLICY TO READ AND REVIEW. ALL BOARD MEMBERS ARE REQUIRED TO DISCLOSE ALL CURRENT CONFLICTS AND ANY OTHER CONFLICTS AS THEY ARISE. THIS WAY MANAGEMENT AND THE BOARD CAN MONITOR ALL CONFLICTS AND ENFORCE THE CONFLICT OF INTEREST POLICY ON A CURRENT AND ONGOING BASIS. FORM 990, PART VI, SECTION B, LINE 15A 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. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION WILL PROVIDE COPIES OF GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS TO THE PUBLIC UPON REQUEST. JEWISH RESIDENTIAL FOUNDATION 2609 MURRAY AVENUE SUITE 201 PITTSBURGH PA 15217 251778134 SUPPORTING ORGANIZATION FOR JEWISH RESIDENTIAL SERVICES, INC. PA 501(C)(3) LINE 7 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0