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JEWISH COMMUNITY CARE AT HOME CORPORATION: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
JEWISH COMMUNITY CARE AT HOME CORPORATION (EIN 34-1861745)
Tax period
2021-07-01 to 2022-06-30
Filed
2023-05-12
IRS object ID
202311329349306676
Schema version
2021v4.0
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)
Return2023-05-12T11:37:48-07:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN420714325PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RSM US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line130 South Wacker DriveAddressLine1Txt
Address Line2Ste 3300AddressLine2Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN341861745EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JEWISH COMMUNITY CARE AT HOME CORPORATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJEWIBusinessNameControlTxt
Phone2165042600PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line129125 Chagrin BlvdAddressLine1Txt
CityPepper PikeCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44122ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSusan BichselPersonNm
Person TitlePresidentPersonTitleTxt
Phone2165046424PhoneNum
Signature2023-05-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRebekuh EleyPreparerPersonNm
PTINP01247672PTIN
Phone3126343400PhoneNum
Preparation2023-05-12PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer1TrustedCustomerCd
OOB Security Verification11OOBSecurityVerificationCd
Last Submission Rqr OOB1LastSubmissionRqrOOBCd
Authentication Assurance LevelAAL2AuthenticationAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerSusan BichselPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line129125 Chagrin BlvdAddressLine1Txt
CityPepper PikeCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44122ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$5,017,790GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.jfsa-cleveland.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1998FormationYr
Legal Domicile StateOHLegalDomicileStateCd
Activity Or MissionProvides solutions to seniors and other adults need to continue to manage their independence and live healthier lives.ActivityOrMissionDesc
Voting Members Governing Body69VotingMembersGoverningBodyCnt
Voting Members Independent67VotingMembersIndependentCnt
Total Employee166TotalEmployeeCnt
Total Volunteers68TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$210,050PYContributionsGrantsAmt
CY Contributions Grants$102,891CYContributionsGrantsAmt
PY Program Service Revenue$4,162,059PYProgramServiceRevenueAmt
CY Program Service Revenue$4,914,899CYProgramServiceRevenueAmt
PY Investment Income$0PYInvestmentIncomeAmt
CY Investment Income$0CYInvestmentIncomeAmt
PY Other Revenue$252,256PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$4,624,365PYTotalRevenueAmt
CY Total Revenue$5,017,790CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$3,180,563PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$3,662,862CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$385,571PYOtherExpensesAmt
CY Other Expenses$484,653CYOtherExpensesAmt
PY Total Expenses$3,566,134PYTotalExpensesAmt
CY Total Expenses$4,147,515CYTotalExpensesAmt
PY Revenues Less Expenses$1,058,231PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$870,275CYRevenuesLessExpensesAmt
Total Assets BOY$4,282,727TotalAssetsBOYAmt
Total Assets EOY$4,999,248TotalAssetsEOYAmt
Total Liabilities BOY$509,170TotalLiabilitiesBOYAmt
Total Liabilities EOY$355,416TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$3,773,557NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$4,643,832NetAssetsOrFundBalancesEOYAmt
MissionProvides solutions to seniors and other adults need to continue to manage their independence and live healthier lives.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$3,417,152ExpenseAmt
Revenue$4,914,899RevenueAmt
DescApproximately 495 clients receive a variety of services in their homes. Services include assistance with the activities of daily living, housekeeping, and cooking. These services, provided largely to the elderly or disabled, allow our clients to maintain their independent living arrangements.Desc
Total Other Prog Srvc Expense$0TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$0TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$0TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$3,417,152TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control Ent0TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee166EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members69GoverningBodyVotingMembersCnt
Independent Voting Member67IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonBarbara Cameron VP and CFOPersonNm
Phone2165042600PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line129125 Chagrin BlvdAddressLine1Txt
CityPepper PikeCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44122ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (73 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
Susan Bichsel
President and Chief Executive Officer1545Yes (X)Yes (X)$0$327,515$41,552
David Hlavac
Vice President and Chief Financial Officer1545Yes (X)$0$190,892$40,222
Russ Klein
Chief Strategy Officer1545$0$189,430$35,840Yes (X)
Karen Tindel
Director of Revenue Cycle Management1545$0$106,045$13,814Yes (X)
William Bode
Director of Finance-Controller1545$0$101,303$13,564Yes (X)
Ethan Cohen
Director0.251Yes (X)$0$101,514$0
Renny Wolfson
Chair28Yes (X)Yes (X)$0$0$0
Shari Perlmuter
Vice Chair14Yes (X)Yes (X)$0$0$0
Dara Yanowitz
Vice Chair14Yes (X)Yes (X)$0$0$0
Michael Guggenheim
Treasurer14Yes (X)Yes (X)$0$0$0
Patty Rubin
Assistant Treasurer14Yes (X)Yes (X)$0$0$0
Allan Goldner
Secretary14Yes (X)Yes (X)$0$0$0
Trish Adler
Director0.251Yes (X)$0$0$0
Marilyn Bedol
Director0.251Yes (X)$0$0$0
Gary Bilchik
Director0.251Yes (X)$0$0$0
Eileen Blattner
Director0.251Yes (X)$0$0$0
Robert Blattner
Director0.251Yes (X)$0$0$0
Cynthia Bruml
Director0.251Yes (X)$0$0$0
Philip Cohen
Director0.251Yes (X)$0$0$0
Bonnie Cole
Director0.251Yes (X)$0$0$0
Mike Cole
Director0.251Yes (X)$0$0$0
Shoshana Dessler-Jacobs
Director0.251Yes (X)$0$0$0
Boris Gliner
Director0.251Yes (X)$0$0$0
David Goldberg
Director0.251Yes (X)$0$0$0
Sandra Goldman
Director0.251Yes (X)$0$0$0
Sally Good
Director0.251Yes (X)$0$0$0
Sidney Good
Director0.251Yes (X)$0$0$0
Herbert Goulder
Director0.251Yes (X)$0$0$0
Richard Halle
Director0.251Yes (X)$0$0$0
Kent Hayes
Director0.251Yes (X)$0$0$0
Michelle Hirsch
Director0.251Yes (X)$0$0$0
Robert Immerman
Director0.251Yes (X)$0$0$0
Donald Jacobson
Director0.251Yes (X)$0$0$0
Suellen Kadis
Director0.251Yes (X)$0$0$0
Michael Klein
Director0.251Yes (X)$0$0$0
Dolores Kleinman
Director0.251Yes (X)$0$0$0
Andrew Kohn
Director0.251Yes (X)$0$0$0
Harvey Kotler
Immediate Past Chair0.251Yes (X)$0$0$0
Marvin Lader
Director0.251Yes (X)$0$0$0
Mitch Lapin
Director0.251Yes (X)$0$0$0
Arthur Mayers
Director0.251Yes (X)$0$0$0
Daniel Messeloff
Director0.251Yes (X)$0$0$0
Chuck Mintz
Director0.251Yes (X)$0$0$0
Patricia Mintz
Director0.251Yes (X)$0$0$0
Karen Newborn
Director0.251Yes (X)$0$0$0
Diane Newman
Director0.251Yes (X)$0$0$0
Wendi Pavlofsky
Director0.251Yes (X)$0$0$0
Allan Pearl
Director0.251Yes (X)$0$0$0
Heidi Perla
Director0.251Yes (X)$0$0$0
Michael Peterman
Director0.251Yes (X)$0$0$0
Kevin Robertson
Director0.251Yes (X)$0$0$0
Charles Rosenberg
Director0.251Yes (X)$0$0$0
Larry Rothstein
Director0.251Yes (X)$0$0$0
David Rosenberg
Director0.251Yes (X)$0$0$0
Michele Rothstein
Director0.251Yes (X)$0$0$0
Eric Shapiro
Director0.251Yes (X)$0$0$0
James Spira
Director0.251Yes (X)$0$0$0
Myrna Spira
Director0.251Yes (X)$0$0$0
Erica Starrfield
Director0.251Yes (X)$0$0$0
Eleanor Steigman
Director0.251Yes (X)$0$0$0
Terri Steinler
Director0.251Yes (X)$0$0$0
David Strauss
Director0.251Yes (X)$0$0$0
Will Sukenik
Director0.251Yes (X)$0$0$0
Eric Synenberg
Director0.251Yes (X)$0$0$0
Philip Wasserstrom
Director0.251Yes (X)$0$0$0
Michael Weiner
Director0.251Yes (X)$0$0$0
Sally Wertheim
Director0.251Yes (X)$0$0$0
John Wirtshafter
Director0.251Yes (X)$0$0$0
Jonathon Wise
Director0.251Yes (X)$0$0$0
William Wortzman
Director0.251Yes (X)$0$0$0
Richard Zelin
Director0.251Yes (X)$0$0$0
Chad Zimmerman
Director0.251Yes (X)$0$0$0
Dan Zelman
Immediate Past Chair0.251Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$1,016,699TotReportableCompRltdOrgAmt
Total Other Compensation$144,992TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Federated Campaigns$0FederatedCampaignsAmt
Membership Dues$0MembershipDuesAmt
Fundraising$0FundraisingAmt
Related Organizations$0RelatedOrganizationsAmt
Government Grants$98,173GovernmentGrantsAmt
All Other Contributions$4,718AllOtherContributionsAmt
Noncash Contributions$0NoncashContributionsAmt
Total Contributions$102,891TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
Government Programs900099$107,849$107,849$0$0
Self Pay and Insurance900099$4,807,050$4,807,050$0$0

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$4,914,899TotalProgramServiceRevenueAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$0RealAmt
Personal$0PersonalAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt
Other$0OtherAmt
FieldValueIRS element (for citing)
Contri Rpt Fundraising Event$0ContriRptFundraisingEventAmt
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,017,790TotalRevenueColumnAmt
Related Or Exempt Func Income$4,914,899RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$118,720TotalAmt
Management And General$118,720ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$2,842,941TotalAmt
Program Services$2,579,764ProgramServicesAmt
Management And General$263,177ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$68,511TotalAmt
Program Services$27,766ProgramServicesAmt
Management And General$40,745ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$290,382TotalAmt
Program Services$244,819ProgramServicesAmt
Management And General$45,563ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$342,308TotalAmt
Program Services$312,305ProgramServicesAmt
Management And General$30,003ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$36,211TotalAmt
Management And General$36,211ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$8,675TotalAmt
Management And General$8,675ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$40,840TotalAmt
Management And General$40,840ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$245,209TotalAmt
Program Services$212,784ProgramServicesAmt
Management And General$32,425ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$3,987TotalAmt
Management And General$3,987ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$32,876TotalAmt
Program Services$3,907ProgramServicesAmt
Management And General$28,969ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$29,320TotalAmt
Program Services$8,524ProgramServicesAmt
Management And General$20,796ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$2,783TotalAmt
Management And General$2,783ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$4,058TotalAmt
Program Services$1,631ProgramServicesAmt
Management And General$2,427ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$36TotalAmt
Management And General$36ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$31,416TotalAmt
Management And General$31,416ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$12,880TotalAmt
Management And General$12,880ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Bad Debt and Recoveries-$12,198-$12,225$27$0
Supplies$30,933$30,933$0$0
Staff Development$13,596$3,260$10,336$0
Miscellaneous Expenses$4,031$3,684$347$0

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$4,147,515TotalAmt
Program Services$3,417,152ProgramServicesAmt
Management And General$730,363ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$267,901BOYAmt
EOY$210,819EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$9,066BOYAmt
EOY$8,990EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$4,005,760BOYAmt
EOY$4,779,439EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$4,282,727BOYAmt
EOY$4,999,248EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$431,074BOYAmt
EOY$355,416EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$78,096BOYAmt
EOY$0EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$509,170BOYAmt
EOY$355,416EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,773,557BOYAmt
EOY$4,643,832EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,773,557BOYAmt
EOY$4,643,832EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,282,727BOYAmt
EOY$4,999,248EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$870,275ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$0NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts$0DonatedServicesAndUseFcltsAmt
Investment Expense$0InvestmentExpenseAmt
Prior Period Adjustments$0PriorPeriodAdjustmentsAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type2Yes (X)SupportingOrgType2Ind
Supported Organizations1SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1Jewish Family Service AssociationBusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN340714441EIN
Organization Type7OrganizationTypeCd
Governing Document Listed0GoverningDocumentListedInd
Support$0SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$0SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (1)ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C4560SupportedOrgSectionC456Ind
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org0OrganizationChangeSuprtOrgInd
Support Non Supported Org0SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd
FieldValueIRS element (for citing)
Majority Dir Trst Supported OrgYes (1)MajorityDirTrstSupportedOrgInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Other Assets Org OtherAssetsOrgGrp

FieldValueIRS element (for citing)
DescDue from Jewish Family Service Association of Cleveland OhioDesc
Book Value$4,779,439BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Other Assets$4,779,439TotalBookValueOtherAssetsAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt
Total Liability$0TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule D, Part X, Line 2FormAndLineReferenceDesc
ExplanationIncome tax status: 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 operating expenses penalties and interest assessed by income taxing authorities. There are no material penalties or interest from taxing authorities included in operating expense for the years ended June 30, 2022 and 2021.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmt
Susan Bichsel
President and Chief Executive Officer$0$285,458$0$20,000$0$7,057$0$15,000$0$41,552$0$369,067
David Hlavac
Vice President and Chief Financial Officer$0$184,992$0$5,900$0$0$0$0$0$40,223$0$231,115
Russ Klein
Chief Strategy Officer$0$185,430$0$4,000$0$0$0$0$0$35,840$0$225,270

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule J, Part I, Line 3FormAndLineReferenceDesc
Explanationsee Form 990,Schedule O, Part VI, section B, line 15ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section A, Line 2Eileen 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 A, Line 6Jewish Family Service Association is the sole member owing 100% of the organization.
Form 990, Part VI, Section A, Line 7aJewish Family Service Association of Cleveland Ohio has the power to elect or appoint one or more members of the governing body.
Form 990, Part VI, Section A, Line 7bJewish Family Service Association of Cleveland Ohio has makes the governance decisions of the organization
Form 990, Part VI, Section B, Line 11bA 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 12cA 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 15The 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 19The 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 1aColumns (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)

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationIndBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
Jewish Family Service Association of Cleveland Ohio
29125 Chagrin BlvdPepper PikeOH44122340714441Provides Services to enhance individuals' abiltiy to thrive in the communityOH7501(c)3N/A0
Independent Montefiore Shelter Home
29125 Chagrin BlvdPepper PikeOH44122340845389Provide emergency and temporary housing with on-site client services to the Jewish homelessOH7501(c)(3)Yes (1)Jewish Family Service Association of Cleveland Ohio
Planned Lifetime Assistance Network of Northeaset Ohio
29125 Chagrin BlvdPepper PikeOH44122341621291Help those challenged by chronic mental illness progress in their recoveryOH10501(c)(3)Yes (1)Jewish Family Service Association of Cleveland Ohio
Jewish Family Service of Akron
750 White Pond DriveAkronOH44320340714444Enhance the mental,emotional,and social well being of individuals and familiesOH7501(c)3Yes (1)Jewish Family Service Association of Cleveland Ohio
Cleveland Chesed Center Inc
1898 South Taylor RdCleveland HeightsOH44118611773183Distribution of kosher food and household items to families in needOH7501(c)(3)Yes (1)Jewish Family Service Association of Cleveland Ohio
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (1)TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd