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JEWISH FAMILY SERVICE ASSOCIATION OF CLEVELAND OHIO: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
JEWISH FAMILY SERVICE ASSOCIATION OF CLEVELAND OHIO (EIN 34-0714441)
Tax period
2023-07-01 to 2024-06-30
Filed
2025-05-13
IRS object ID
202531359349303908
Schema version
2023v6.0
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)
Return2025-05-13T15:45:51-07:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

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 Line14622 Pennsylvania AveAddressLine1Txt
CityKansas CityCityNm
State AbbreviationMOStateAbbreviationCd
ZIP64112ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN340714441EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JEWISH FAMILY SERVICE ASSOCIATION OF CLEVELAND OHIOBusinessNameLine1Txt
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)
PersonBarbara CameronPersonNm
Person TitleVice President and CFOPersonTitleTxt
Phone4405042600PhoneNum
Signature2025-05-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKevin EnsmingerPreparerPersonNm
PTINP01310558PTIN
Phone8168049068PhoneNum
Preparation2025-05-12PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

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$28,021,133GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.JFSA-CLEVELAND.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1907FormationYr
Legal Domicile StateOHLegalDomicileStateCd
Activity Or MissionJFSA provides solutions to individuals and families to help build connections and empowers them to realize their potentialActivityOrMissionDesc
Voting Members Governing Body72VotingMembersGoverningBodyCnt
Voting Members Independent71VotingMembersIndependentCnt
Total Employee517TotalEmployeeCnt
Total Volunteers208TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$10,367,283PYContributionsGrantsAmt
CY Contributions Grants$9,176,284CYContributionsGrantsAmt
PY Program Service Revenue$16,712,892PYProgramServiceRevenueAmt
CY Program Service Revenue$17,768,001CYProgramServiceRevenueAmt
PY Investment Income$353,166PYInvestmentIncomeAmt
CY Investment Income$1,076,848CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$27,433,341PYTotalRevenueAmt
CY Total Revenue$28,021,133CYTotalRevenueAmt
PY Grants And Similar Paid$2,335,227PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$2,196,315CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$18,873,969PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$19,150,389CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$245,773CYTotalFundraisingExpenseAmt
PY Other Expenses$4,014,822PYOtherExpensesAmt
CY Other Expenses$4,186,332CYOtherExpensesAmt
PY Total Expenses$25,224,018PYTotalExpensesAmt
CY Total Expenses$25,533,036CYTotalExpensesAmt
PY Revenues Less Expenses$2,209,323PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$2,488,097CYRevenuesLessExpensesAmt
Total Assets BOY$57,766,564TotalAssetsBOYAmt
Total Assets EOY$64,537,791TotalAssetsEOYAmt
Total Liabilities BOY$12,866,394TotalLiabilitiesBOYAmt
Total Liabilities EOY$13,907,676TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$44,900,170NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$50,630,115NetAssetsOrFundBalancesEOYAmt
MissionJFSA is dedicated to providing individuals and families with solutions to face life's challenges with confidenceMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$18,141,607ExpenseAmt
Grant$1,801,196GrantAmt
Revenue$16,223,541RevenueAmt
DescAchieving Potential: empowers individuals with mental illness and developmental disabilities to achieve greater independence and inclusivity. Also empowers youth and strengthens the roles young adults play in the community.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$1,869,884ExpenseAmt
Grant$153,348GrantAmt
Revenue$499,147RevenueAmt
DescOlder Adults: Provides support into homes with kosher home delivered meals, transportation, Lifeline emergency help and volunteers that provide companionship and assistance to better the lives of clients. In addition, supports and honors Holocaust survivors through social, medical,and financial assistance.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$1,393,468ExpenseAmt
Grant$0GrantAmt
Revenue$1,027,073RevenueAmt
DescCaring at Home: Provides in-home medical care through a staff of nurses, physical therapists, and other skilled professionals and home health aides who provide personal and household solutions to give individuals and family members confidence in their independence.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$1,074,840ExpenseAmt
Grant$241,771GrantAmt
Revenue$18,240RevenueAmt
DescStrengthening Families: Provides services that strengthen families in the Jewish community by helping them achieve self-sufficiency in the face of financial crisis, homelessness, or domestic abuse. Also empowers youth and strengthens the role teens and young adults play in the community.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$1,074,840TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$241,771TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$18,240TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$22,479,799TotalProgramServiceExpensesAmt
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 CounselingYes (1)CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
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 IndividualsYes (1)GrantsToIndividualsInd
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 EntityYes (1)DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document78IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee517EmployeeCnt
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 Members72GoverningBodyVotingMembersCnt
Independent Voting Member71IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
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 CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
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 (80 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 & CEO4021.00Yes (X)Yes (X)$313,170$0$39,650
Russ Klein
Chief Strategy Officer4021.00$197,699$0$25,624Yes (X)
Barbara Cameron
Vice President and CFO4021.00Yes (X)$186,352$0$35,380
Deana Couture
Psychiatrist600$117,255$0$30,014Yes (X)
Mark Hogan
Vice President and Chief Information Officer4021.00$112,111$0$28,517Yes (X)
Eric Matheny
Executive Director- Achieving Potential603$102,283$0$37,981Yes (X)
William Bode
Director of Finance-Controller4021.00$113,843$0$15,250Yes (X)
Renny Wolfson
Chair210.00Yes (X)Yes (X)$0$0$0
Michael Klein
Vice Chair1.005.00Yes (X)Yes (X)$0$0$0
Patty Rubin
Treasurer15Yes (X)Yes (X)$0$0$0
Idelle Wolf
Assistant Treasurer15.00Yes (X)Yes (X)$0$0$0
Moish Tohn
Secretary15.00Yes (X)Yes (X)$0$0$0
Trish Adler
Director0.251.25Yes (X)$0$0$0
Marilyn Bedol
Director0.251.25Yes (X)$0$0$0
Gary Bilchik
Director0.251.25Yes (X)$0$0$0
Eileen Blattner
Director0.251.25Yes (X)$0$0$0
Robert Blattner
Director0.251.25Yes (X)$0$0$0
Daniel Brenner
Director until 5/6/20240.251.25Yes (X)$0$0$0
Cynthia Bruml
Director0.251.25Yes (X)$0$0$0
Ethan Cohen
Director0.251.25Yes (X)$0$0$0
Philip Cohen
Director0.251.25Yes (X)$0$0$0
Bonnie Cole
Director0.251.25Yes (X)$0$0$0
Mike Cole
Director0.251.25Yes (X)$0$0$0
Shoshana Dessler-Jacobs
Director0.251.25Yes (X)$0$0$0
Boris Gliner
Director0.251.25Yes (X)$0$0$0
David Goldberg
Director0.251.25Yes (X)$0$0$0
Timothy Goldberg
Director0.251.25Yes (X)$0$0$0
Sandra Goldman
Director0.251.25Yes (X)$0$0$0
Allan Goldner
Director0.251.25Yes (X)$0$0$0
Sally Good
Director0.251.25Yes (X)$0$0$0
Sidney Good
Director0.251.25Yes (X)$0$0$0
Herbert Goulder
Director0.251.25Yes (X)$0$0$0
Michael Guggenheim
Director0.251.25Yes (X)$0$0$0
Richard Halle
Director0.251.25Yes (X)$0$0$0
Kent Hayes
Director0.251.25Yes (X)$0$0$0
Michelle Hirsch
Director0.251.25Yes (X)$0$0$0
Robert Immerman
Director0.251.25Yes (X)$0$0$0
Suellen Kadis
Director0.251.25Yes (X)$0$0$0
Dolores Kleinman
Director0.251.25Yes (X)$0$0$0
Andrew Kohn
Director0.251.25Yes (X)$0$0$0
Harvey Kotler
Director0.251.25Yes (X)$0$0$0
Marvin Lader
Director0.251.25Yes (X)$0$0$0
Mitch Lapin
Director0.251.25Yes (X)$0$0$0
Susan Meisel
Director0.251.25Yes (X)$0$0$0
Daniel Messeloff
Director until 1/9/20240.251.25Yes (X)$0$0$0
Joshua Miller
Director0.251.25Yes (X)$0$0$0
Roy Minoff
Director0.251.25Yes (X)$0$0$0
Charles Mintz
Director0.251.25Yes (X)$0$0$0
Patricia Mintz
Director0.251.25Yes (X)$0$0$0
Karen Newborn
Director0.251.25Yes (X)$0$0$0
Dianne Newman
Director0.251.25Yes (X)$0$0$0
Wendi Pavlofsky
Director0.251.25Yes (X)$0$0$0
Allan Pearl
Director0.251.25Yes (X)$0$0$0
Heidi Perla
Director0.251.25Yes (X)$0$0$0
Shari Perlmuter
Director0.251.25Yes (X)$0$0$0
Michael Peterman
Director0.251.25Yes (X)$0$0$0
Taryn Ponsky
Director0.251.25Yes (X)$0$0$0
Kevin Robertson
Director0.251.25Yes (X)$0$0$0
Charles Rosenberg
Director0.251.25Yes (X)$0$0$0
David Rosenberg
Director0.251.25Yes (X)$0$0$0
Larry Rothstein
Director0.251.25Yes (X)$0$0$0
Michele Rothstein
Director0.251.25Yes (X)$0$0$0
Eric Shapiro
Director0.251.25Yes (X)$0$0$0
James Spira
Director0.251.25Yes (X)$0$0$0
Myrna Spira
Director0.251.25Yes (X)$0$0$0
Erica Starrfield
Director0.251.25Yes (X)$0$0$0
Eleanor Steigman
Director0.251.25Yes (X)$0$0$0
Evan Stein
Director0.251.25Yes (X)$0$0$0
Terri Steindler
Director0.251.25Yes (X)$0$0$0
David Strauss
Director0.251.25Yes (X)$0$0$0
Will Sukenik
Director0.251.25Yes (X)$0$0$0
Eric Synenberg
Director0.251.25Yes (X)$0$0$0
Philip Wasserstrom
Director0.251.25Yes (X)$0$0$0
Michael Weiner
Director0.251.25Yes (X)$0$0$0
Sally Wertheim
Director0.251.25Yes (X)$0$0$0
John Wirtshafter
Director0.251.25Yes (X)$0$0$0
Jonathan Wise
Director0.251.25Yes (X)$0$0$0
William Wortzman
Director0.251.25Yes (X)$0$0$0
Richard Zelin
Director0.251.25Yes (X)$0$0$0
Dan Zelman
Immediate Past Chair0.251.25Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,142,713TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$212,416TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K10IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Federated Campaigns$3,504,219FederatedCampaignsAmt
Membership Dues$0MembershipDuesAmt
Fundraising$0FundraisingAmt
Related Organizations$0RelatedOrganizationsAmt
Government Grants$1,119,128GovernmentGrantsAmt
All Other Contributions$4,552,937AllOtherContributionsAmt
Noncash Contributions$0NoncashContributionsAmt
Total Contributions$9,176,284TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
Achieving Potential900099$16,223,541$16,223,541$0$0
Older Adults900099$499,147$499,147$0$0
Caring at Home900099$1,027,073$1,027,073$0$0
Strengthening Families900099$18,240$18,240$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$17,768,001TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,076,848TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,076,848ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

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

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$28,021,133TotalRevenueColumnAmt
Related Or Exempt Func Income$17,768,001RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,076,848ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$2,196,315TotalAmt
Program Services$2,196,315ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$368,993TotalAmt
Management And General$368,993ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$15,575,763TotalAmt
Program Services$14,480,251ProgramServicesAmt
Management And General$877,057ManagementAndGeneralAmt
Fundraising$218,455FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$410,253TotalAmt
Program Services$210,971ProgramServicesAmt
Management And General$194,692ManagementAndGeneralAmt
Fundraising$4,590FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$1,525,027TotalAmt
Program Services$1,310,301ProgramServicesAmt
Management And General$199,121ManagementAndGeneralAmt
Fundraising$15,605FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$1,270,353TotalAmt
Program Services$1,097,260ProgramServicesAmt
Management And General$156,154ManagementAndGeneralAmt
Fundraising$16,939FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$140,012TotalAmt
Program Services$31,350ProgramServicesAmt
Management And General$108,662ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$27,443TotalAmt
Management And General$27,443ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$161,613TotalAmt
Management And General$161,613ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$386,819TotalAmt
Program Services$297,107ProgramServicesAmt
Management And General$86,601ManagementAndGeneralAmt
Fundraising$3,111FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$52,282TotalAmt
Program Services$35,932ProgramServicesAmt
Management And General$15,201ManagementAndGeneralAmt
Fundraising$1,149FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$759,693TotalAmt
Program Services$624,494ProgramServicesAmt
Management And General$123,809ManagementAndGeneralAmt
Fundraising$11,390FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$403,520TotalAmt
Program Services$249,022ProgramServicesAmt
Management And General$133,879ManagementAndGeneralAmt
Fundraising$20,619FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$211,371TotalAmt
Program Services$188,429ProgramServicesAmt
Management And General$21,301ManagementAndGeneralAmt
Fundraising$1,641FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$365,494TotalAmt
Program Services$336,473ProgramServicesAmt
Management And General$29,021ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$539,831TotalAmt
Program Services$379,638ProgramServicesAmt
Management And General$149,452ManagementAndGeneralAmt
Fundraising$10,741FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$378,365TotalAmt
Program Services$298,988ProgramServicesAmt
Management And General$73,570ManagementAndGeneralAmt
Fundraising$5,807FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Staff recruitment and development$160,921$116,960$43,938$23
Bad debt and recoveries$63,384$57,120$0$6,264
Dues and memberships$57,823$57,405$0$418
Supplies, Assessments and taxes$475,151$475,130$0$21

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$2,610TotalAmt
Program Services$36,653ProgramServicesAmt
Management And General$36,957ManagementAndGeneralAmt
Fundraising-$71,000FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$25,533,036TotalAmt
Program Services$22,479,799ProgramServicesAmt
Management And General$2,807,464ManagementAndGeneralAmt
Fundraising$245,773FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$13,689,743BOYAmt
EOY$14,477,694EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,356,435BOYAmt
EOY$1,669,477EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,168,780BOYAmt
EOY$1,464,181EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$411,441BOYAmt
EOY$139,754EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$13,120,966LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$3,392,904LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$9,118,631BOYAmt
EOY$9,728,062EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$21,604,488BOYAmt
EOY$27,194,529EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$1,913,430BOYAmt
EOY$1,659,432EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$7,503,616BOYAmt
EOY$8,204,662EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$57,766,564BOYAmt
EOY$64,537,791EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$2,248,078BOYAmt
EOY$3,162,208EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$308,639BOYAmt
EOY$180,270EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$10,309,677BOYAmt
EOY$10,565,198EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$12,866,394BOYAmt
EOY$13,907,676EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$28,288,103BOYAmt
EOY$33,004,160EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$16,612,067BOYAmt
EOY$17,625,955EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$44,900,170BOYAmt
EOY$50,630,115EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$57,766,564BOYAmt
EOY$64,537,791EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$2,488,097ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$3,628,534NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts$0DonatedServicesAndUseFcltsAmt
Investment Expense$0InvestmentExpenseAmt
Prior Period Adjustments$0PriorPeriodAdjustmentsAmt
Other Changes In Net Assets-$386,686OtherChangesInNetAssetsAmt
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)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,603,200CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,462,126CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$8,936,259CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$10,367,283CurrentTaxYearMinus1YearAmt
Current Tax Year$9,176,284CurrentTaxYearAmt
Total$40,545,152TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,603,200CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,462,126CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$8,936,259CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$10,367,283CurrentTaxYearMinus1YearAmt
Current Tax Year$9,176,284CurrentTaxYearAmt
Total$40,545,152TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$424,933SubstantialContributorsTotAmt
Public Support Total170$40,120,219PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$177,977CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$138,017CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$173,393CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$349,298CurrentTaxYearMinus1YearAmt
Current Tax Year$1,076,848CurrentTaxYearAmt
Total$1,915,533TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,984CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$16,145CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$19,129TotalAmt
FieldValueIRS element (for citing)
Total Support$42,479,814TotalSupportAmt
Gross Receipts Rltd Activities$90,525,326GrossReceiptsRltdActivitiesAmt
Public Support CY1700.94445PublicSupportCY170Pct
Public Support PY1700.96692PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule A, Part II, Line 10FormAndLineReferenceDesc
ExplanationMiscellaneous incomeExplanationTxt

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

FieldValueIRS element (for citing)
Agent Trustee Etc0AgentTrusteeEtcInd
Incl Escrow Custodial Acct LiabYes (1)InclEscrowCustodialAcctLiabInd
Explanation ProvidedYes (X)ExplanationProvidedInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$25,018,402BeginningYearBalanceAmt
Contributions$1,772,400ContributionsAmt
Investment Earnings Or Losses$3,481,413InvestmentEarningsOrLossesAmt
Grants Or Scholarships$0GrantsOrScholarshipsAmt
Other Expenditures$350,370OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$29,921,845EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$20,546,031BeginningYearBalanceAmt
Contributions$2,183,154ContributionsAmt
Investment Earnings Or Losses$2,786,775InvestmentEarningsOrLossesAmt
Grants Or Scholarships$0GrantsOrScholarshipsAmt
Other Expenditures$497,558OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$25,018,402EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$17,771,676BeginningYearBalanceAmt
Contributions$6,102,371ContributionsAmt
Investment Earnings Or Losses-$3,103,199InvestmentEarningsOrLossesAmt
Grants Or Scholarships$0GrantsOrScholarshipsAmt
Other Expenditures$224,817OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$20,546,031EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$13,541,040BeginningYearBalanceAmt
Contributions$1,360,152ContributionsAmt
Investment Earnings Or Losses$3,395,506InvestmentEarningsOrLossesAmt
Grants Or Scholarships$0GrantsOrScholarshipsAmt
Other Expenditures$525,022OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$17,771,676EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$13,408,332BeginningYearBalanceAmt
Contributions$717,216ContributionsAmt
Investment Earnings Or Losses-$75,730InvestmentEarningsOrLossesAmt
Grants Or Scholarships$0GrantsOrScholarshipsAmt
Other Expenditures$508,778OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$13,541,040EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.58BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.31PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.11TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (1)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$1,310,801OtherCostOrOtherBasisAmt
Book Value$1,310,801BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$3,113,662OtherCostOrOtherBasisAmt
Depreciation$393,960DepreciationAmt
Book Value$2,719,702BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$5,533,225OtherCostOrOtherBasisAmt
Depreciation$932,897DepreciationAmt
Book Value$4,600,328BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$3,163,278OtherCostOrOtherBasisAmt
Depreciation$2,066,047DepreciationAmt
Book Value$1,097,231BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$0OtherCostOrOtherBasisAmt
Depreciation$0DepreciationAmt
Book Value$0BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$9,728,062TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (4 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
JFC Main Fund$13,665,871F
JFC MAP Fund$6,442,929F
JFC Money Fund$6,656,962F
Other Investments$428,767F
FieldValueIRS element (for citing)
Total Book Value Securities$27,194,529TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (4 entries)

DescDescBook ValueBookValueAmt
Custodial Assets$180,270
Computer software, net$32,481
Lease right of use$126,288
Assets held by Jewish Community Federation of Cleveland Ohio$7,865,623
FieldValueIRS element (for citing)
Total Book Value Other Assets$8,204,662TotalBookValueOtherAssetsAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (8 entries)

DescDescAmtAmt
Due to Jewish Community Care at Home$5,798,539
Due to Independent Montefiore Shelter Home$404,395
Due to Jewish Family Service Association of Akron, Ohio$1,272,252
Due to Planned Lifetime Assistance Network$1,152,620
Due to Cleveland Chesed Center$448,987
Accrued Pension Costs$1,270,240
Accrued Lease Liabilities$54,825
Other Liabilities$163,340
FieldValueIRS element (for citing)
Total Liability$10,565,198TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part IV, Line 2bCustodial funds are maintained by the organization as part of the services provided for clients.
Schedule D, Part V, Line 4The earnings from the endowment funds are intended to be used to provide services to Achieving Potential, Caring at Home, Strengthening Families and Empowering Youths programs.
Schedule D, Part X, Line 2Income 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 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 year ended June 30, 2024.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDesc
Achieving Potential Program-Financial Assistance19$16,346$2,564FMVClothing
Achieving Potential Program - College Financial Aid326$1,782,286$0
Older Adults Program - Financial Assistance661$153,348$0FMV
Strengthening Families Program - Financial Assistance105$241,771$0FMV

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule I, Part I, Line 2FormAndLineReferenceDesc
ExplanationCriteria for financial assistance is established and documented for each program. Compliance with established criteria is the responsibility of the director and/or designee. Expenses are paid directly to the vendors on behalf of the clients and on occasion paid directly to some clients.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Compensation SurveyYes (X)CompensationSurveyInd
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 PaymentsYes (1)AnyNonFixedPaymentsInd
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 OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Susan Bichsel
President & CEO$306,113$0$0$0$7,057$0$0$0$39,650$0$352,820$0$0
Russ Klein
Chief Strategy Officer$197,099$0$600$0$0$0$0$0$25,624$0$223,323$0$0$0
Barbara Cameron
Vice President and CFO$185,752$0$600$0$0$0$0$0$35,380$0$221,732$0$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule J, Part I, Line 7FormAndLineReferenceDesc
ExplanationBonus payments are discretionary. The President and CEO's bonus is determined by the board and the other employees are determined by management.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 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, Charles Mintz- family relationship; Myrna Spira, James Spira-family relationship
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 on estimated hours in which those individuals worked for related organizations. Compensation is paid by the Jewish Family Service Association of Cleveland Ohio.
Form 990, Part XI, Line 9Pension Liability Adjustment , allocation of net assets from Independent Montefiore Home, and write off of pledge receivable

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1Mesila Cleveland LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line129125 Chagrin BlvdAddressLine1Txt
CityPepper PikeCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44122ZIPCd
FieldValueIRS element (for citing)
EIN273780493EIN
Primary ActivitiesProvides financial counselingPrimaryActivitiesTxt
Legal Domicile StateOHLegalDomicileStateCd
Total Income$0TotalIncomeAmt
End Of Year Assets$0EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1Jewish Family Service Association of Clelveland OhioBusinessNameLine1Txt

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
Jewish Community Care at Home
29125 Chagrin BlvdPepper PikeOH44122341861745Provides in home servicesOH12b501(c)(3)Jewish Family Service Association of Cleveland OhioYes (1)
Independent Montefiore Shelter Home
29125 Chagrin BlvdPepper PikeOH44122340845389Provide emergency and temporary housing with on-site client services to Jewish homelessOH7501(c)(3)Jewish Family Service Association of Cleveland OhioYes (1)
Planned Lifetime Assistance Network of Northeast Ohio
29125 Chagrin BlvdPepper PikeOH44122341621291Help those challenged by chronic mental illness progress in their recoveryOH10501(c)(3)Jewish Family Service Association of Cleveland OhioYes (1)
Jewish Family Service of Akron Ohio
750 White Pond DriveAkronOH44320340714444Enhance the mental, emotional, and social well being of individuals and familiesOH7501(c)(3)Jewish Family Service Association of Cleveland OhioYes (1)
Cleveland Chesed Center Inc
1898 South Taylor RdCleveland HeightsOH44118611773183Distribution of kosher food and household items to families in needOH7501(c)(3)Jewish Family Service Association of Cleveland OhioYes (1)
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 OrgYes (1)PerformOfServicesForOthOrgInd
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

Transactions Related Org TransactionsRelatedOrgGrp (3 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
Jewish Community Care at Home
s$6,371,877Cash
Jewish Community Care at Home
o$352,500Cash
Cleveland Chesed Center Inc
s$107,420Cash