2024-05-15T09:51:58-05:00 2023-06-30 221478099 COHNREZNICK LLP 14 SYLVAN WAY PARSIPPANY NJ 070543801 990 2022-07-01 132620896 THE JEWISH ASSOCIATION FOR SERVICES FOR THE AGED JEWI 2122735200 247 WEST 37TH STREET 9TH FLOOR NEW YORK NY 10018 MATTHEW LOCURTO CFO 2122735200 2024-05-15 1 MATTHEW LOCURTO 999009999 0 LAURA KIELCZEWSKI P00740769 9732283500 2024-05-13 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z KATHRYN HASLANGER 247 WEST 37TH STREET 9TH FLOOR NEW YORK NY 10018 63589881 0 X WWW.JASA.ORG X 1968 NY TO SUSTAIN AND ENRICH THE LIVES OF THE AGING IN THE NEW YORK METROPOLITAN AREA. 26 26 605 28 0 0 50072843 52935813 7119377 8492213 411180 228556 26392 -68064 57629792 61588518 0 0 0 0 37171129 40343538 0 0 483107 18131969 19821302 55303098 60164840 2326694 1423678 36852426 60328429 19478460 41186290 17373966 19142139 X JASA'S MISSION IS TO SUSTAIN AND ENRICH THE LIVES OF THE AGING IN THE NEW YORK METROPOLITAN AREA SO THAT THEY CAN REMAIN IN THE COMMUNITY WITH DIGNITY AND AUTONOMY. 0 0 45457842 8521772 COMPREHENSIVE SENIOR SERVICES - JASA PROVIDES VITAL SERVICES TO THE AGING THROUGH A SPECTRUM OF COMPREHENSIVE, COMMUNITY BASED, SOCIAL SERVICES - FROM EDUCATIONAL PROGRAMS FOR ACTIVE SENIORS TO ASSISTING THE MOST FRAIL AND HOMEBOUND ELDERLY. JASA SERVES OLDER ADULTS OF ALL BACKGROUNDS AND IS COMMITTED TO CREATING INNOVATIVE PROGRAMS TO MEET THE EVOLVING AND EXPANDING NEEDS OF THE AGING. MOST JASA SERVICES OPERATE MONDAY - FRIDAY, 250 DAYS PER YEAR, ON AN ANNUAL BASIS - 750,000 MEALS ARE DELIVERED TO OVER 2,000 INDIVIDUALS THROUGH JASA'S HOME DELIVERED MEALS PROGRAM; 500,000 MEALS WERE SERVED AT JASA'S SENIOR CENTERS; 10,000 SENIORS ATTEND JASA'S SENIOR CENTERS, BENEFITTING FROM A HOT MEAL AND A VARIETY OF PROGRAMS; 8,600 CALLS ARE ANSWERED BY TRAINED SOCIAL WORKERS AT JASA'S INFORMATION AND REFERRAL TELEPHONIC HELP CENTER AND NY CONNECT PROGRAM; 6,000 FRAIL SENIORS RECEIVE COUNSELING, ASSISTANCE WITH SECURING BENEFITS AND ENTITLEMENTS, HELP WITH ARRANGING HOME CARE AND OTHER IN-HOME SERVICES THROUGH JASA'S CASE MANAGEMENT PROGRAMS; 700 SENIORS ARE ASSISTED BY JASA'S SOCIAL WORK AND LEGAL SERVICES TEAM IN OUR ELDER ABUSE PREVENTION PROGRAMS; 350 SENIORS ARE HELPED THROUGH JASA'S OUTPATIENT MENTAL HEALTH CLINICS- AND PSYCHOSOCIAL CLUBS; 2,500 FRAIL, AT-RISK SENIORS AND DISABLED INDIVIDUALS RECEIVE INTENSIVE CASE AND FINANCIAL MANAGEMENT THROUGH THE AGENCY'S ADULT PROTECTIVE SERVICES AND COMMUNITY GUARDIANSHIP PROGRAM; 1,200 INDIVIDUALS PARTICIPATE AS JASA VOLUNTEERS THROUGHOUT THE GREATER NEW YORK COMMUNITY. 5,300 CLIENTS ARE SERVED IN NATURALLY OCCURRING RETIREMENT COMMUNITIES. 45457842 1 1 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 150 0 1 605 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 26 26 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X X MATTHEW LOCURTO 2122735212 247 WEST 37TH STREET 9TH FLOOR NEW YORK NY 10018 MICHELE WARMAN TRUSTEE 1.00 5.00 X 0 0 0 NISHANA ARMOUR TRUSTEE 1.00 5.00 X 0 0 0 ROBYN RAPOPORT TRUSTEE 1.00 5.00 X 0 0 0 SHARON MAKOWSKY TRUSTEE 1.00 5.00 X 0 0 0 ANDREA LANDES TRUSTEE 1.00 5.00 X 0 0 0 BONNIE D ROSENBERG TREASURER 1.00 5.00 X X 0 0 0 DAVID HILDES TRUSTEE 1.00 8.00 X 0 0 0 ELEANOR WAGNER SECRETARY 1.00 5.00 X X 0 0 0 ERIC LEVINE TRUSTEE 1.00 5.00 X 0 0 0 ILAINA EDISON TRUSTEE 1.00 5.00 X 0 0 0 JESSICA FEDER MANTEL TRUSTEE 1.00 5.00 X 0 0 0 JOSEPH RUBIN TRUSTEE 1.00 5.00 X 0 0 0 JUDITH WEST TRUSTEE 1.00 5.00 X 0 0 0 LEONARD BOXER CHAIR 1.00 5.00 X X 0 0 0 LINDA ROSENSWEIG TRUSTEE 1.00 5.00 X 0 0 0 MARK R IMOWITZ TRUSTEE 1.00 8.00 X X 0 0 0 MARK STEIGER TRUSTEE 1.00 5.00 X 0 0 0 MARTIN HALBFINGER TRUSTEE 1.00 5.00 X 0 0 0 MARTIN SIROKA PRESIDENT 1.00 15.00 X X 0 0 0 NANCY POLEVOY TRUSTEE 1.00 5.00 X 0 0 0 PATRICIA GREEN TRUSTEE 1.00 5.00 X 0 0 0 PINCHAS LEV TRUSTEE 1.00 5.00 X 0 0 0 RUTH PERELSON TRUSTEE 1.00 5.00 X 0 0 0 SABINE CHARLES TRUSTEE 1.00 5.00 X 0 0 0 SAUL B KATZ TRUSTEE 1.00 5.00 X 0 0 0 VICTORIA DOLAN TRUSTEE 1.00 5.00 X 0 0 0 0 0 0 31 0 0 0 FLATIRONS TECHNOLOGY SERVICES LLC 6525 GUNPARK DRIVE SUITE 370 113 BOULDER CO 80301 CONSULTING SERVICES 335784 IT SERVICOLOGY 1716 MAIN STREET STE A 333 LONGMONT CO 80504 IT SERVICES 175640 MORRIS K MITRANI PC 5 BALLANTINE LANE KINGS POINT NY 11024 LEGAL SERVICES 113788 ALTA VISTA TECHNOLOGY LLC 26622 WOODWARD AVENUE SUITE 105 ROYAL OAK MI 48067 ACCOUNTING SERVICES 109246 4 3087029 611850 4306096 40897095 4033743 6363 52935813 PROGRAM SERVICE FEES 624200 8120634 8120634 CLIENT FEES 624210 371579 371579 8492213 226805 226805 1830491 1828740 1751 1751 1751 75000 611850 172623 -97623 -97623 29559 29559 29559 61588518 8521772 0 130933 758516 569546 182332 6638 28483319 21364647 6871890 246782 1224258 926614 286119 11525 7686719 5817905 1796451 72363 2190726 1658111 511991 20624 221000 117796 102787 417 579482 308872 269517 1093 3143442 1675498 1462018 5926 2862007 1472238 1321826 67943 698649 372390 324942 1317 3391479 2598587 773175 19717 372399 352278 15007 5114 99219 99219 1073228 801865 259175 12188 FOOD 5494027 5491634 2287 106 CLIENT SERVICES 1789911 1787236 2675 BAD DEBT EXPENSE 8871 8871 87588 34535 44374 8679 60164840 45457842 14223891 483107 2894618 4258950 80885 79509 5635877 10154357 10963965 6380516 83804 83804 660000 741927 3015749 2323727 402948 692022 5606058 7520797 1270260 521 19085956 9254011 11330070 36852426 60328429 5469700 7022306 7392407 7897370 5834 5834 6610519 26260780 19478460 41186290 X 15271844 17166697 2102122 1975442 17373966 19142139 36852426 60328429 1423678 344495 0 X 0 1 X 1 1 1 X 47142416 53357924 50637391 50072843 52935813 254146387 47142416 53357924 50637391 50072843 52935813 254146387 254146387 37334 21373 38127 129463 226805 453102 119970 168726 18444 26392 29559 363091 254962580 34916216 0.99680 0.99560 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2018 AMOUNT: $ 108,731. 2019 AMOUNT: $ 100,314. 2020 AMOUNT: $ 18,444. 2021 AMOUNT: $ 26,392. 2022 AMOUNT: $ 29,559. INSURANCE REIMBURSEMENT - 2018 AMOUNT: $ 11,239. 2019 AMOUNT: $ 68,412. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 1077572 82734 1160306 1216394 138822 1077572 1216394 116565 116565 1216394 10237558 39884 9061048 1216394 10452515 69727 284684 10237558 1.00000 0 0 1495 1495 517608 355891 161717 2496646 1967836 528810 692022 DUE FROM AFFILIATES 2566775 ASSETS HELD FOR OTHERS 699492 ASETS HELD FOR GUARDIANSHIP CLIENTS 7897373 SECURITY DEPOSITS 117356 OTHER ASSETS 49074 11330070 REFUNDABLE ADVANCES AND OTHER 4769857 DEFERRED RENT PAYABLE 20791431 AMOUNTS HELD FOR A SPECIFIC PURPOSE 699492 26260780 X 64882681 344495 429886 2519782 3294163 61588518 0 61588518 63048026 429886 2453300 2883186 60164840 0 60164840 PART IV, LINE 2B: ASSETS HELD FOR OTHERS INCLUDE FUNDS ( CASH DEPOSITS ) HELD BY THE ORGANIZATION ON BEHALF OF ITS PARTICIPANTS. ASSETS HELD FOR GUARDIANSHIP CLIENTS INCLUDE FUNDS HELD BY THE REPORTING ORGANIZATION IN ITS CAPACITY AS GUARDIAN, BY APPOINTMENT OF THE SUPREME COURT OF THE STATE OF NEW YORK AND AS REPRESENTATIVE PAYEE WITH POWER OF ATTORNEY FOR NUMEROUS ELDERLY PERSONS ( "GUARDIANSHIP CLIENTS" ). DISBURSEMENTS ARE MADE AS OF A COURT MANDATE REQUIRING THE REPORTING ORGANIZATION TO PAY ALL EXPENDITURES ON BEHALF OF THE GUARDIANSHIP CLIENTS. PART V, LINE 4: THE REPORTING ORGANIZATION'S ENDOWMENT IS TO BE USED AND INVESTED FOR CERTAIN ORGANIZATIONAL PURPOSES. THE ORGANIZATION HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS UNDER THIS POLICY, AS APPROVED BY THE INVESTMENT COMMITTEE. THE ENDOWMENT ASSETS ARE INVESTED IN A MANNER THAT IS INTENDED TO PROVIDE, IN PRIORITY ORDER 1) SAFETY OF PRINCIPAL, 2) LIQUIDITY FOR OPERATING NEEDS, 3) DIVERSIFICATION OF RISK AND 4) MAXIMIZATION OF YIELD. PART X, LINE 2: MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION AND HAS CONCLUDED THAT, AS OF JUNE 30, 2023 AND 2022, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR ASSET OR DISCLOSURE IN THE COMBINED FINANCIAL STATEMENTS. THE ORGANIZATION'S FEDERAL AND STATE INFORMATION RETURNS FILED PRIOR TO FISCAL YEAR 2020 ARE CLOSED. MANAGEMENT CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN THE TAX LAW AND NEW AUTHORITATIVE RULINGS. PART XI, LINE 2D - OTHER ADJUSTMENTS: OTHER INTERCOMPANY ELIMINATIONS -2,054,434. RELATED ORGANIZATION 4,574,216. PART XII, LINE 2D - OTHER ADJUSTMENTS: RELATED ORGANIZATION 4,507,734. OTHER INTERCOMPANY ELIMINATIONS -2,054,434. GALA 686850 611850 75000 121686 22105 28832 686850 611850 75000 121686 22105 28832 172623 -97623 X X X X 0 0 0 0 0 0 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE CONTROLLER WITH THE CHIEF FINANCIAL OFFICER THEN IT IS PROVIDED TO THE BOARD PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, THE CONFLICT OF INTEREST POLICY STATEMENT IS SENT TO THE BOARD ALONG WITH A LIST OF VENDORS, SERVICE PROVIDERS, EMPLOYEES, ETC. THE FORM MUST BE SIGNED AND RETURNED TO THE RESPECTIVE COMMITTEE OF THE BOARD THE FORMS ARE REVIEWED AND KEPT ON FILE. FORM 990, PART VI, SECTION B, LINE 15 EACH YEAR, COMPENSATION OF THE CEO AND OTHER KEY EMPLOYEES ARE REVIEWED BY THE COMPENSATION COMMITTEE OF THE BOARD OF A RELATED ORGANIZATION. EVERY TWO YEARS, AN EXTERNAL CONSULTANT OR FIRM IS ENGAGED TO PROVIDE A COMPARATIVE SALARY AND COMPENSATION DATA REPORT FOR FULL SALARY REVIEWS AND APPROVALS FOR THE CEO AND KEY EMPLOYEE ROLES. THE NEXT COMPREHENSIVE COMPENSATION REPORT AND REVIEW IS SCHEDULE FOR THE SUMMER OF 2024. DOCUMENTATION IS MAINTAINED OF SALARY REVIEWS. FORM 990, PART VI, SECTION C, LINE 19 THE CORPORATION'S AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE WEBSITE. GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST. ASSOCIATION FOR SERVICES FOR THE AGED INC 247 WEST 37TH STREET 9TH FLOOR NEW YORK NY 10018 132951640 HOME CARE NY 501(C)(3) LINE 10 JASA CORP 0 BRIGHTON BEACH HOUSING DEVELOPMENT FUND COMPANY INC 247 WEST 37TH STREET 9TH FLOOR NEW YORK NY 10018 133042331 AFFORDABLE HOUSING FOR OLDER ADULTS NY 501(C)(3) LINE 10 JASA CORP 0 BROOKDALE VILLAGE HOUSING CORPORATION 247 WEST 37TH STREET 9TH FLOOR NEW YORK NY 10018 237375605 AFFORDABLE HOUSING FOR OLDER ADULTS NY 501(C)(3) LINE 10 JASA CORP 0 CONEY ISLAND SITE NINE HOUSES INC 247 WEST 37TH STREET 9TH FLOOR NEW YORK NY 10018 112306651 AFFORDABLE HOUSING FOR OLDER ADULTS NY 501(C)(3) LINE 10 JASA CORP 0 ISRAEL SENIOR CITIZENS HOUSING DEVELOPMENT FUND CORP 247 WEST 37TH STREET 9TH FLOOR NEW YORK NY 10018 112077747 AFFORDABLE HOUSING FOR OLDER ADULTS NY 501(C)(3) LINE 10 JASA CORP 0 JASA CORPORATION 247 WEST 37TH STREET 9TH FLOOR NEW YORK NY 10018 133936007 SUPPORTED ORGANIZATION NY 501(C)(3) LINE 12A, I N/A 0 JASA HOUSING MNGT SERVICES FOR THE AGED INC 247 WEST 37TH STREET 9TH FLOOR NEW YORK NY 10018 133078676 SUPPORTED ORGANIZATION NY 501(C)(3) LINE 12A, I JASA CORP 0 ONE STOP SENIOR SERVICES 247 WEST 37TH STREET 9TH FLOOR NEW YORK NY 10018 133174492 SOCIAL SERVICES FOR OLDER ADULTS NY 501(C)(3) LINE 7 JASA CORP 0 POSITIVELY THIRD STREET HOUSING DEVELOPMENT FUND INC 247 WEST 37TH STREET 9TH FLOOR NEW YORK NY 10018 300054211 AFFORDABLE HOUSING FOR OLDER ADULTS NY 501(C)(3) LINE 10 JASA CORP 0 SERVICES FOR THE AGED INC 247 WEST 37TH STREET 9TH FLOOR NEW YORK NY 10018 133200109 HOME CARE NY 501(C)(3) LINE 7 JASA CORP 0 0 0 1 1 1 0 0 0 0 0 1 1 0 1 1 0 1 0 0