2025-05-14T14:30:44-05:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 4334 MUNSON STREET SUITE 200 CANTON OH 44718 990 2023-07-01 250965408 JEWISH HOME & HOSPITAL FOR THE AGED JEWI 4124204000 200 JHF DRIVE PITTSBURGH PA 15217 MARY ANNE FOLEY CEO 4124204000 2025-05-13 1 1 JENNIFER COLEMAN P00743188 3304972000 2025-05-13 2023 2025-03-06 01:10:19Z CHARLES MORRIS NURSING AND REHABILITATION CENTER WEINBERG VILLAGE MARY ANNE FOLEY 200 JHF DRIVE PITTSBURGH PA 15217 3279679 0 X WWW.JAAPGH.COM X 1906 PA MEMORY CARE TO THE AGED IN AN ASSISTED LIVING SETTING. 19 18 74 50 0 0 377656 375968 3663394 2818989 80902 18095 22077 0 4144029 3213052 0 0 0 0 4447668 2976864 0 0 0 2751234 2185519 7198902 5162383 -3054873 -1949331 8914221 7957518 12320345 11406598 -3406124 -3449080 X THE JEWISH HOME & HOSPITAL FOR AGED, ALONG WITH THE 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 HOME & HOSPITAL FOR AGED 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. 0 0 5162383 0 2818989 CARE TO THE AGED IN AN ASSISTED LIVING SETTING. 5162383 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 74 1 0 0 0 0 0 0 0 0 0 0 0 0 X 19 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X JON SUKERNEK CFO 4124204000 200 JHF DRIVE PITTSBURGH PA 15217 MARY ANNE FOLEY PRESIDENT & CEO 20.00 20.00 X X 0 250000 32063 LOU PLUNG CHAIR 1.00 1.00 X X 0 0 0 LYNETTE LEDERMAN VICE CHAIR 1.00 1.00 X X 0 0 0 ANDREW STEWART IMMEDIATE PAST CHAIR 1.00 1.00 X X 0 0 0 GLEN FEINBERG TREASURER 1.00 1.00 X X 0 0 0 JOANNE ROSS SIMON SECRETARY 1.00 1.00 X X 0 0 0 STEVE HALPERN ASSISTANT SECRETARY 1.00 1.00 X X 0 0 0 KAREN WOLK FEINSTEIN PHD DIRECTOR 1.00 1.00 X 0 0 0 DAPHNA GANS PHD DIRECTOR 1.00 1.00 X 0 0 0 JOHN KATZ DIRECTOR 1.00 1.00 X 0 0 0 SUE BERMAN KRESS PHD DIRECTOR 1.00 1.00 X 0 0 0 PHILIP LEHMAN PHD DIRECTOR 1.00 1.00 X 0 0 0 MICHAEL LEVIN DIRECTOR 1.00 1.00 X 0 0 0 ROBERT OPPENHEIM DIRECTOR 1.00 1.00 X 0 0 0 MITCHELL PAKLER DIRECTOR 1.00 1.00 X 0 0 0 BARRY ROTH DIRECTOR 1.00 1.00 X 0 0 0 JANICE FALLER SCHERMER DIRECTOR 1.00 1.00 X 0 0 0 HOWARD SNIDERMAN DIRECTOR 1.00 1.00 X 0 0 0 EJ STRASSBURGER DIRECTOR 1.00 1.00 X 0 0 0 JAY SUKERNEK CFO 20.00 20.00 X 0 201000 12227 0 451000 44290 0 0 1 0 0 102145 273823 375968 RESIDENT SERVICE REVEN 623000 2736332 2736332 OTHER OPERATING REVENU 623000 74346 74346 RECOVERY OF BAD DEBTS 623000 8311 8311 2818989 84722 84722 66627 -66627 -66627 -66627 3213052 2818989 0 18095 X 2184284 2184284 184041 184041 442351 442351 166188 166188 281093 281093 85607 85607 27161 27161 541137 541137 526 526 2121 2121 120257 120257 447665 447665 283788 283788 FOOD & OTHER DIETARY EX 241550 241550 PHARMACY & MEDICAL EXPE 46006 46006 BANK FEES 12196 12196 EMPLOYEE EXPENSES 4756 4756 91656 91656 5162383 5162383 0 0 -10065 4715 6988 114310 74160 163955 54899 10640 9654 103966 73760 7753566 1113529 6098742 6640037 2414967 6524 17706 1086781 8914221 7957518 466305 581228 53795 39021 365348 9741 11434897 10776608 12320345 11406598 X -3947134 -4348787 541010 899707 -3406124 -3449080 8914221 7957518 X -1949331 10505 1032338 863532 X 0 1 X 1 0 X 1768326 1509632 1274833 377656 375968 5306415 15699840 8263213 5374272 3663394 2818989 35819708 17468166 9772845 6649105 4041050 3194957 41126123 0 1643050 1643050 1643050 1643050 39483073 109064 61244 14127 78868 84722 348025 109064 61244 14127 78868 84722 348025 8545 2139860 150701 22077 2321183 17585775 11973949 6813933 4141995 3279679 43795331 0.90150 0.95380 0.00790 0.00780 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 54590 5266 374 235 59247 50972 -377 4219 224 54590 57779 -6202 606 50972 46599 11757 577 57779 46438 714 354 199 46599 0.00000 0.41000 0.59000 1 0 7000000 532490 6467510 34121 6111 28010 719445 574928 144517 6640037 RESIDENT TRUST FUNDS 9741 OTHER CURRENT ASSETS 15 BENEFICIAL INTEREST IN PERPETUAL TRUSTS 457616 ASSETS WHOSE USE IS LIMITED 619409 1086781 OTHER LIABILITIES 1181172 NOTE PAYABLE, RELATED PARTY 291552 DUE TO AFFILIATE 9303884 10776608 X PART IV, LINE 2B: THE ORGANIZATION HOLDS RESIDENT TRUST FUNDS IN A SEPARATE CUSTODIAL ACCOUNT. THESE FUNDS ARE ACCURATELY REPORTED AS BOTH AN ASSET AND A CORRESPONDING LIABILITY ON THE FINANCIAL STATEMENTS. PART V, LINE 4: THIS IS A STRATEGIC INITIATIVE TO EXPAND SERVICES TO PREEMPT THE GROWING NEEDS IN SENIOR CARE AND DEFINE THE FUTURE OF SENIOR LIVING. IT IS NOT ONLY AN INVESTMENT FOR OUR SENIORS TODAY, BUT AN INVESTMENT FOR ALL OF OUR FUTURES. A ROBUST ENDOWMENT LETS US CONTINUE TO OFFER CUTTING-EDGE SENIOR CARE AND PROVIDE FOR THOSE WHO HAVE LOST THE ABILITY TO PAY FOR THAT CARE THEMSELVES. PART X, LINE 2: JHHA IS CLASSIFIED AS TAX-EXEMPT, NONPROFIT CORPORATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO PROVISION FOR FEDERAL AND STATE INCOME TAXES IS REQUIRED. THE ORGANIZATION ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES BY USING 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 IS MET. MANAGEMENT DETERMINED THERE WERE NO TAX UNCERTAINTIES THAT MET THE RECOGNITION THRESHOLD AT JUNE 30, 2024 AND 2023. PART V, LINE 4 PROVIDE BENEVOLENT CARE 0 0 0 0 0 0 0 0 0 MARY ANNE FOLEY PRESIDENT & CEO 0 250000 0 0 0 0 0 30000 0 2063 0 282063 0 0 JAY SUKERNEK CFO 0 201000 0 0 0 0 0 4020 0 8207 0 213227 0 0 PART I, LINE 3 THE CHIEF EXECUTIVE OFFICER, CHIEF OPERATING OFFICER & CHIEF FINANCIAL OFFICER'S COMPENSATION IS PAID BY JEWISH ASSOCIATION ON AGING (EIN: 25-1720606). JEWISH ASSOCIATION ON AGING USES THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF THE CHIEF EXECUTIVE OFFICER AND CHIEF FINANCIAL OFFICER - COMPENSATION COMMITTEE - FORM 990 OF OTHER ORGANIZATIONS - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION A, LINE 1A THE CHIEF EXECUTIVE OFFICER (CEO) IS RECUSED FROM VOTING ON MATTERS RELATED TO THEIR OWN EMPLOYMENT. THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE OFFICERS OF THE BOARD THAT ARE MEMBERS OF THE BOARD, THE CHAIRS OF THE STANDING COMMITTEES AND UP TO TWO AT-LARGE MEMBERS OF THE BOARD, WHO SHALL BE APPOINTED BY, AND AT THE DISCRETION OF, THE CHAIR OF THE BOARD. THE CHAIR OF THE BOARD, OR IN THE ABSENCE OF THE CHAIR, THE VICE-CHAIR, OR IF THERE SHALL THEN BE NO VICE-CHAIR, THE TREASURER, SHALL ACT AS CHAIRMAN, AND THE SECRETARY SHALL ACT AS SECRETARY OF THE MEETING. THE EXECUTIVE COMMITTEE SHALL MEET AS OFTEN AS REQUIRED, AT THE CALL OF THE CHAIR OF THE COMMITTEE, OR BY A MAJORITY VOTE OF THE COMMITTEE MEMBERS. THE DUTIES OF THE EXECUTIVE COMMITTEE ARE TO EXERCISE SUCH OF THE POWERS OF THE BOARD OF DIRECTORS DURING THE PERIOD OF TIME BETWEEN MEETINGS OF THE BOARD AS MAY BE REASONABLY REQUIRED TO CARRY OUT THE OPERATIONS OF THE CORPORATION. THE MINUTES OF THE EXECUTIVE COMMITTEE MEETINGS SHALL CONTAIN ALL FORMAL ACTIONS TAKEN OR RECOMMENDED BY THE COMMITTEE AND SHALL BE DISTRIBUTED TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B JEWISH HOME & HOSPITAL FOR THE AGED HAS A CERTIFIED PUBLIC ACCOUNTING FIRM PREPARE THEIR FORM 990. THE FORM 990 IS REVIEWED INITIALLY BY THE CHIEF FINANCIAL OFFICER AND THE PRESIDENT/CHIEF EXECUTIVE OFFICER. THE FORM 990 IS THEN PROVIDED TO THE BOARD OF DIRECTORS FOR FINAL REVIEW PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT 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 PRESIDENT/CHIEF EXECUTIVE OFFICER; AS WELL AS BY THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE CORPORATION'S CHIEF EXECUTIVE OFFICER IS EVALUATED ANNUALLY. THE PROCESS IS INITIATED, EVALUATED AND APPROVED BY THE COMPENSATION COMMITTEE AND THEN SENT FOR REVIEW AND SUBSEQUENT APPROVAL BY THE ENTIRE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 JEWISH HOME & HOSPITAL FOR THE AGED MAKES ONLY ITS FORM 990 AND FORM 1023 AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G PROFESSIONAL FEES AND PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 281,093. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 281,093. FORM 990, PART IX: THE MANAGEMENT AND GENERAL EXPENSES AND FUNDRAISING EXPENSES INCURRED BY JEWISH HOME AND HOSPITAL FOR THE AGED (JHHA) HAVE BEEN RECOGNIZED AND PAID FOR BY ITS CONTROLLING MEMBER, JEWISH ASSOCIATION ON AGING (JAA). FORM 990, PART XI, LINE 9: NET ASSET RECLASSIFICATION TO RELATED PARTY 863,532. JEWISH ASSOCIATION ON AGING 200 JHF DRIVE PITTSBURGH PA 15217 251720606 HEALTH CARE PA 501(C)(3) LINE 10 0 RIVERVIEW APARTMENTS INC 52 GARETTA STREET PITTSBURGH PA 15217 256063049 HUD SUBSIDIZED HOUSING, MEALS AND ACTIVITES FOR SENIOR CITIZENS PA 501(C)(3) LINE 7 JEWISH ASSOCIATION ON AGING 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0