2024-05-13T12:03:15-07:00 2023-06-30 420714325 RSM US LLP 4622 Pennsylvania Ave Kansas City MO 64112 990 2022-07-01 340845389 INDEPENDENT MONTEFIORE SHELTER HOME INDE 2165042600 29125 Chagrin Blvd Pepper Pike OH 44122 Barbara Cameron VP and CFO 2165046408 2024-05-13 1 Barbara Cameron 999009999 1 Kevin Ensminger P01310558 8163031396 2024-05-13 1 11 1 AAL2 2022 2023-04-26 12:10:37Z Susan Bichsel 29125 Chagrin Blvd Pepper Pike OH 44122 196439 0 X www.jfsa-cleveland.org X 1904 OH Provide emergency and temporary housing with on-site client services to Jewish homeless 74 72 0 73 0 0 190188 192107 0 0 5473 4332 0 0 195661 196439 26802 12144 0 0 160379 141648 0 0 0 116986 122544 304167 276336 -108506 -79897 1891368 1895552 12236 10814 1879132 1884738 Provide emergency and temporary housing with on-site client services to Jewish homeless 0 0 222467 12144 0 Provide emergency and temporary shelter with on-site client services to Jewish homeless women, children, and families. Providing shelter to women and children escaping domestic violence situations. 0 0 0 222467 1 1 0 0 0 0 0 0 0 1 1 1 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 74 72 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 X Barbara Cameron - CFO 2165042600 29125 Chagrin Blvd Pepper Pike OH 44122 X Susan Bichsel President and Chief Executive Officer 2 58 X X 0 336757 42707 Russ Klein Chief Strategy Officer 2 58 X 0 194440 36466 Sean Joyce Vice President and CFO until 10/26/22 2 58 X 0 167568 25810 Deana Couture Pychiatrist 0 60 X 0 115568 37016 Debby Chickering Executive Director-Achieving Potential 0 60 X 0 128800 17254 William Bode Director of Finance- Controller 2 58 X 0 108696 14557 Karen Tindel Director of Revenue Cycle Management 2 58 X 0 107155 14036 Ethan Cohen Director 0.25 1 X 0 43845 0 Renny Wolfson Board Chair 2 8 X X 0 0 0 Michael Klein Vice Chair 1 4 X X 0 0 0 Michael Guggenheim Treasurer 1 4 X X 0 0 0 Patty Rubin Assistant Treasurer 1 4 X X 0 0 0 Allan Goldner Secretary 1 4.00 X X 0 0 0 Trish Adler Director 0.25 1 X 0 0 0 Marilyn Bedol Director 0.25 1 X 0 0 0 Gary Bilchik Director 0.25 1 X 0 0 0 Eileen Blattner Director 0.25 1 X 0 0 0 Robert Blattner Director 0.25 1 X 0 0 0 Daniel Brenner Director 0.25 1 X 0 0 0 Cynthia Bruml Director 0.25 1 X 0 0 0 Philip Cohen Director 0.25 1 X 0 0 0 Bonnie Cole Director 0.25 1 X 0 0 0 Mike Cole Director 0.25 1 X 0 0 0 Shoshana Dessler-Jacobs Director 0.25 1 X 0 0 0 Boris Gliner Director 0.25 1 X 0 0 0 David Goldberg Director 0.25 1 X 0 0 0 Sandra Goldman Director 0.25 1 X 0 0 0 Sally Good Director 0.25 1 X 0 0 0 Sidney Good Director 0.25 1 X 0 0 0 Herbert Goulder Director 0.25 1 X 0 0 0 Richard Halle Director 0.25 1 X 0 0 0 Kent Hayes Director 0.25 1 X 0 0 0 Michelle Hirsch Director 0.25 1 X 0 0 0 Robert Immerman Director 0.25 1 X 0 0 0 Donald Jacobson Director 0.25 1 X 0 0 0 Suellen Kadis Director 0.25 1 X 0 0 0 Dolores Kleinman Director 0.25 1 X 0 0 0 Andrew Kohn Director 0.25 1 X 0 0 0 Harvey Kotler Director 0.25 1 X 0 0 0 Marvin Lader Director 0.25 1 X 0 0 0 Mitch Lapin Director 0.25 1 X 0 0 0 Arthur Mayers Director 0.25 1 X 0 0 0 Susan Meisel Director 0.25 1 X 0 0 0 Daniel Messeloff Director 0.25 1 X 0 0 0 Joshua Miller Director 0.25 1 X 0 0 0 Roy Minoff Director 0.25 1 X 0 0 0 Charles Mintz Director 0.25 1 X 0 0 0 Patricia Mintz Director 0.25 1 X 0 0 0 Karen Newborn Director 0.25 1 X 0 0 0 Dianne Newman Director 0.25 1 X 0 0 0 Wendi Pavlofsky Director 0.25 1 X 0 0 0 Allan Pearl Director 0.25 1 X 0 0 0 Heida Perla Director 0.25 1 X 0 0 0 Sheri Perlmuter Director 0.25 1 X 0 0 0 Michael Peterman Director 0.25 1 X 0 0 0 Kevin Robertson Director 0.25 1 X 0 0 0 Charles Rosenberg Director 0.25 1 X 0 0 0 David Rosenberg Director 0.25 1 X 0 0 0 Larry Rothstein Director 0.25 1 X 0 0 0 Michele Rothstein Director 0.25 1 X 0 0 0 Eric Shapiro Director 0.25 1 X 0 0 0 James Spira Director 0.25 1 X 0 0 0 Myrna Spira Director 0.25 1 X 0 0 0 Erica Starrfield Director 0.25 1 X 0 0 0 Eleanor Steigman Director 0.25 1 X 0 0 0 Evan Stein Director 0.25 1 X 0 0 0 Terri Steinler Director 0.25 1 X 0 0 0 David Strauss Director 0.25 1 X 0 0 0 Will Sukenik Director 0.25 1 X 0 0 0 Eric Synenberg Director 0.25 1 X 0 0 0 Moish Tohn Director 0.25 1 X 0 0 0 Philip Wasserstrom Director 0.25 1 X 0 0 0 Michael Weiner Director 0.25 1 X 0 0 0 Sally Wertheim Director 0.25 1 X 0 0 0 John Wirtshafter Director 0.25 1 X 0 0 0 Jonathon Wise Director 0.25 1 X 0 0 0 William Wortzman Director 0.25 1 X 0 0 0 Richard Zelin Director 0.25 1 X 0 0 0 Dan Zelman Immediate Past Chair 0.25 1 X 0 0 0 Chad Zimmerman Director 0.25 1 X 0 0 0 Barbara Cameron Vice President and Chief Financial Officer 2 58 X 0 0 0 0 1202829 187846 0 0 1 0 0 138308 0 0 0 0 53799 0 192107 0 4332 0 0 4332 0 0 0 0 0 0 0 0 0 0 0 0 0 0 196439 0 0 4332 12144 12144 16483 0 16483 0 83908 70268 13640 0 1463 1024 439 0 32084 29800 2284 0 7710 5406 2304 0 15804 15804 0 0 5733 5733 0 89 89 0 0 5926 4725 1201 0 5970 4760 1210 0 28410 22655 5755 0 255 203 52 0 19508 15554 3954 0 4016 3202 814 0 Food 13737 13737 0 0 Landscaping 22793 22793 0 0 Dues and memberships 303 303 0 0 276336 222467 53869 0 3500 600589 231843 355301 368746 1019796 1067294 512771 459512 1891368 1895552 12236 10814 0 0 12236 10814 X 507941 507941 1371191 1376797 1879132 1884738 1891368 1895552 -79897 85503 0 0 0 0 X 0 1 X 1 0 X 244416 261870 223849 190188 192107 1112430 0 0 0 0 0 0 0 0 0 0 0 0 244416 261870 223849 190188 192107 1112430 117006 995424 10221 7928 6317 5473 4332 34271 0 0 0 0 0 0 3000 0 0 0 0 3000 1149701 0.86581 0.82787 X Schedule A, Part II, Line 10 Miscellaneous income RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1371191 9000 89836 0 93230 0 1376797 1674248 8200 -189078 0 122179 0 1371191 1417772 36836 304863 0 85223 0 1674248 1449956 78500 -19615 0 91069 0 1417772 1410206 74000 20425 0 54675 0 1449956 0 0.73 0.27 1 1 1 0 0 0 0 543558 201395 342163 0 43150 16567 26583 0 13881 13881 0 0 0 0 0 368746 JFC Money Fund 3627 F JCF Main Investment Fund 1063667 F 1067294 Due from Jewish Family Service Association of Cleveland Ohio 459512 459512 0 0 X Schedule D, Part V, Line 4 Endowment funds are used to fund the operations of the organization. Schedule D, Part X, Line 2 The Internal Revenue Service has ruled that JFSA, CAH, HSH, PLN, AKR and CCC qualify under Section 501(c)(3) of the Internal Revenue Code and are, therefore, not subject to tax on activities related to their exempt purposes under present federal income tax laws. The Association has not been classified as a private foundation within the meaning of Section 509(a) and does qualify for deductible contributions. CCR is a for-profit single-member limited liability partnership and treated as a disregarded entity for federal tax purposes. Income tax filings are subject to audit by various taxing authorities. In evaluating the Association's activities, management believes its position of tax-exempt status is appropriate based on current facts and circumstances and there have been no uncertain positions taken related to recording income taxes. Management has assessed that there are no activities unrelated to the purpose of the Association and therefore no tax is to be recognized. It is the policy of the Association to include in other operating expenses penalties and interest assessed by income taxing authorities. Other operating expenses for the year ended June 30,2023 includes the reversal of an accrual of approximately $70,000 for a penalty resolved during 2023 in favor of the Association. There are no material penalties or interest from taxing authorities included in operating expense for the years ended June 30,2023 and 2022. 1 Financial assistance provided to various clients 16 12144 0 Schedule I, Part I, Line 2 Criteria for financial assistance is established and documented. Compliance with established criteria is the responsibility of the director and or designee. Expenses are paid directly to vendors on behalf of the clients. 0 0 0 0 0 0 0 0 0 Susan Bichsel President and Chief Executive Officer 0 304700 0 25000 0 7057 0 0 0 42707 0 379464 Sean Joyce Vice President and Chief Financial Officer 0 160260 0 7308 0 0 0 0 0 25810 0 193378 Russ Klein Chief Strategy Officer 0 190364 0 4076 0 0 0 0 0 36466 0 230906 Deana Couture Pychiatrist 0 113133 0 2435 0 0 0 0 0 37016 0 152584 Schedule J, Part I, Line 3 See schedule O,Part VI,Section B, Line15 Form 990, Part VI, Section A, Line 2 Eileen Blattner, Robert Blattner - family relationship; Bonnie Cole, Mike Cole -family relationship; Sally Good, Sidney Good - family relationship; Patricia Mintz, Chuck Mintz- family relationship; Myrna Spira, James Spira-family relationship Form 990, Part VI, Section B, Line 11b A copy of the Form 990 is reviewed by the Board Treasurer, CEO, and CFO before filing. The Treasurer communicates his or her review to various board committees and the board. The form 990 is available to all board members upon request. Form 990, Part VI, Section B, Line 12c A copy of the written conflict of interest policy is sent to each officer, board member and key employee annually. Each person is required to review the policy and acknowledge in writing that he or she has done so. In addition, annually, each person completes a disclosure form identifying relationships, positions, or circumstances relating to actual or potential conflicts of interest as defined in the policy. Also, the Conflicts of Interest Policy is annually reviewed at a meeting of the Board of Directors. Form 990, Part VI, Section B, Line 15 The compensation of the officers and key employees of the organization is determined and paid by Jewish Family Service Association. The Compensation Committee of Jewish Family Service Association's Board of Directors evaluates the performance of the organization's President and CEO and determines the compensation utilizing market comparability information. Other officers and key employees' compensation is determined by the results of performance evaluations, market comparability information, financial condition of the organization and reviewed and approved by the Compensation Committee. Form 990, Part VI, Section C, Line 19 The organization's financial statements are consolidated with the financial statements of the Jewish Family Service Association of Cleveland Ohio and made public as part of Jewish Family Service Association's annual report. The governing documents and conflict of interest policy are not made available to the public. Form 990, Part VII, Section A, Line 1a Columns (D) and (E): amounts are internally allocated to related organizations as listed on Schedule R based upon estimated hours in which those individuals worked for the related organizations. Compensation is paid by Jewish Family Service Association of Cleveland Ohio (34-0714441) Jewish Family Service Association of Cleveland Ohio 29125 Chagrin Blvd Pepper Pike OH 44122 340714441 Provides services to individuals and families to enhance their abilities to thrive in the community OH 7 501(c)3 N/A 0 Jewish Community Care at Home 29125 Chagrin Blvd Pepper Pike OH 44122 341861745 In Home Services OH 12 501(c)(3) Jewish Family Service Association of Cleveland Ohio 1 Planned Lifetime Assistance Network of Northeast Ohio 29125 Chagrin Blvd Pepper Pike OH 44122 341621291 Assist individuals challenged by chronic mental illness OH 10 501(c)(3) Jewish Family Service Association of Cleveland Ohio 1 Jewish Family Service of Akron 750 White Pond Drive Akron OH 44320 340714444 Enhhance the mental, emotional, and social well being of individuals and families OH 7 501c(3) Jewish Family Service Association of Cleveland Ohio 1 Cleveland Chesed Center Inc 1898 South Taylor Rd Cleveland Heights OH 44118 611773183 Distribution of Kosher food and other household items OH 7 501(c)(3) Jewish Family Service Association of Cleveland Ohio 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 1 1 1