2023-05-12T11:35:59-07:00 2022-06-30 420714325 RSM US LLP 30 South Wacker Drive Ste 3300 Chicago IL 60606 990 2021-07-01 341621291 PLANNED LIFETIME ASSISTANCE NETWORK OF NORTHEAST OHIO PLAN 2165042600 29125 Chagrin Blvd Pepper Pike OH 44122 Barbara Cameron CFO 2165046424 2023-05-12 1 Rebekuh Eley P01247672 3126343400 2023-05-12 1 11 1 AAL2 2021 2023-04-26 12:10:37Z Susan Bichsel 29125 Chagrin Blvd Ppepper PIke OH 44122 174553 0 X www.PLANOFJFSA.ORG X 1989 OH To help those challenged by chronic mental illness progress in their recovery by providing individualized and innovative treatments throughout life in a supportive community of families and professionals. 69 67 0 69 0 0 73181 60857 95452 97359 18765 16337 164 0 187562 174553 0 0 0 0 153092 147245 0 0 0 34626 44166 187718 191411 -156 -16858 4431191 3918881 15019 15199 4416172 3903682 To help those challenged by chronic mental illness progress in their recovery by providing individualized and innovative treatments throughout life in a supportive community of families and professionals. 0 0 167654 0 97359 The organization provides support and advocacy services to persons suffering from serious mental illness and other disabling conditions and to families of those persons, including developing socialization and independence skills on the part of the clients. Services include individual, family and group work as well as family education. Additionally, the organization provides alternative housing options to those benefiting from an assisted living environment. The organization works with individuals to improve physical health, eliminate unhealthy habits, enjoy social activities and develop employment related skills. Members participate in programming which includes wellness education, water aerobics, basketball, art therapy, lunch and dinner club, and other socialization activities. 0 0 0 167654 1 1 0 0 0 0 0 0 0 1 0 1 0 1 0 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 1 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 69 67 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 OH X Barbara Cameron 2165042600 29125 Chagrin Blvd Pepper Pike OH 44122 X Susan Bichsel President and Chief Executive Officer 1 59 X X 0 327516 41551 David Hlavac Vice President and Chief Financial Officer 1 59 X 0 190893 40222 Russ Klein Chief Strategy Officer 1 59 X 0 189430 35840 Debbie Chickering Executive Director - Achieving Potential 1 59 X 0 125182 16786 Karen Tindel Director of Revenue Cycle Management 1 59 X 0 106045 13814 William Bode Director of Finance - Controller 1 59 X 0 101303 13564 Ethan Cohen Director 0.25 1 X 0 101514 0 Renny Wolfson Board Chair 2 8 X X 0 0 0 Shari Perlmuter Vice Chair 1 4 X X 0 0 0 Dara Yanowitz Vice Chair 1 4 X X 0 0 0 Michael Guggenheim Treasurer 1 4 X X 0 0 0 Patty Rubin Assistand Treasurer 1 4 X X 0 0 0 Alan Goldner Secretary 1 4 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 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 Sandy 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 Michael Klein 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 Immediate Past President 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 Daniel Messeloff 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 Heidi Perla 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 Terri Steindler 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 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 0 1141883 161777 0 0 1 0 0 0 0 0 0 0 60857 0 60857 Social Service Revenue 900099 97359 97359 0 0 0 0 0 0 97359 16337 0 0 16337 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 174553 97359 0 16337 0 0 0 0 0 0 0 0 9874 0 9874 0 0 0 0 0 87037 84647 2390 0 638 517 121 0 41006 39613 1393 0 8690 8075 615 0 1762 0 1762 0 0 0 0 0 2428 0 2428 0 0 0 0 0 0 0 0 0 0 0 3777 3777 0 0 300 225 75 0 3176 2385 791 0 3837 2882 955 0 0 0 0 0 6184 4815 1369 0 1694 1272 422 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 8001 8001 0 0 6273 4711 1562 0 Staff Recruitment Fees 103 103 0 0 Food 76 76 0 0 Bad Debt Expense 159 159 0 0 Miscellaneous Expense 6396 6396 0 0 0 0 0 0 191411 167654 23757 0 0 0 0 0 0 4558 7592 0 0 0 0 0 0 3613698 2988827 812935 922462 4431191 3918881 15019 15199 0 0 15019 15199 X 918535 1002786 3497637 2900896 4416172 3903682 4431191 3918881 -16858 -495632 0 0 0 0 X 0 1 X 1 0 X 69923 79643 154547 73181 60857 438151 98137 100838 91573 95452 97359 483359 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 168060 180481 246120 168633 158216 921510 7774 7775 6700 8750 9677 40676 66632 72342 72455 68232 74210 353871 74406 80117 79155 76982 83887 394547 526963 31879 32370 25459 18765 16337 124810 0 0 0 0 0 0 31879 32370 25459 18765 16337 124810 0 0 0 0 0 0 399 486 322 164 0 1371 200338 213337 271901 187562 174553 1047691 0.50298 0.53077 0.11913 0.12054 X Schedule A, Part III, Line 12 Miscellaneous income RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3676640 7000 -479298 0 148938 0 3055404 2940196 8631 896814 0 169001 0 3676640 3049852 70947 -29624 0 150979 0 2940196 3109412 16153 92710 0 168423 0 3049852 2929482 147715 191671 0 158916 0 3109952 0.05 0.18 0.77 1 1 1 0 0 JFC Money Fund 332759 F JFC Main Investment Fund 2363364 F JFC MAP Fund 292704 F 2988827 Due from Jewish Family Service Association Cleveland Ohio 922462 922462 0 0 X Schedule D, Part V, Line 4 The earning from the endowment funds are used to fund the programs of the organization. Schedule D, Part X, Line 2 Income 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. 0 0 0 0 0 0 0 0 0 Susan Bichsel President and Chief Executive Officer 0 285459 0 20000 0 7057 0 15000 0 41551 0 369067 0 0 David Hlavac Vice President and Chief Financial Officer 0 184992 0 5900 0 0 0 0 0 40223 0 231115 0 0 Russ Klein Chief Strategy Officer 0 185430 0 4000 0 0 0 0 0 35840 0 225270 0 0 Schedule J, Part I, Line 3 See Form 990, Schedule O, Part VI, Section B, Line 15 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) Center for Cognition and Recovery LLC 29125 Chagrin Blvd Pepper Pike OH 44122 271148439 National dissemination of CET OH 23732 225685 Jewish Family Association of Cleveland 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 Provides in home services OH 12 501(c)(3) Jewish Family Service Association of Cleveland Ohio 1 Independent Montefiore Shelter Home 29125 Chagrion Blvd Pepper Pike OH 44122 340845389 Provide emergency and temporary housing with onsite client services to Jewish homeless OH 7 501(c)(3) Jewish Family Service Association of Cleveland Ohio 1 Jewish Family Service of Akron 750 White Pond Drive Akron OH 44320 340714444 Enhance the mental,emotional,and social well being of individual and families OH 7 501(c)3 Jewish Family Service Association of Cleveland Ohio 1 Cleveland Chesed Center 1898 South Taylor Rd Cleveland Heights OH 44118 611773183 Distribute 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