2025-05-13T15:45:51-07:00 2024-06-30 420714325 RSM US LLP 4622 Pennsylvania Ave Kansas City MO 64112 990 2023-07-01 340714441 JEWISH FAMILY SERVICE ASSOCIATION OF CLEVELAND OHIO JEWI 2165042600 29125 Chagrin Blvd Pepper Pike OH 44122 Barbara Cameron Vice President and CFO 4405042600 2025-05-12 1 1 Kevin Ensminger P01310558 8168049068 2025-05-12 2023 2025-03-06 01:10:19Z Susan Bichsel 29125 Chagrin Blvd Pepper Pike OH 44122 28021133 0 X WWW.JFSA-CLEVELAND.ORG X 1907 OH JFSA provides solutions to individuals and families to help build connections and empowers them to realize their potential 72 71 517 208 0 0 10367283 9176284 16712892 17768001 353166 1076848 0 0 27433341 28021133 2335227 2196315 0 0 18873969 19150389 0 0 245773 4014822 4186332 25224018 25533036 2209323 2488097 57766564 64537791 12866394 13907676 44900170 50630115 JFSA is dedicated to providing individuals and families with solutions to face life's challenges with confidence 0 0 18141607 1801196 16223541 Achieving 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. 1869884 153348 499147 Older 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. 1393468 0 1027073 Caring 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. 1074840 241771 18240 Strengthening 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. 1074840 241771 18240 22479799 1 1 0 0 0 0 0 0 1 1 1 1 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 1 78 0 1 517 1 0 0 0 0 0 0 0 0 0 0 0 0 X 72 71 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X Barbara Cameron VP and CFO 2165042600 29125 Chagrin Blvd Pepper Pike OH 44122 X Susan Bichsel President & CEO 40 21.00 X X 313170 0 39650 Russ Klein Chief Strategy Officer 40 21.00 X 197699 0 25624 Barbara Cameron Vice President and CFO 40 21.00 X 186352 0 35380 Deana Couture Psychiatrist 60 0 X 117255 0 30014 Mark Hogan Vice President and Chief Information Officer 40 21.00 X 112111 0 28517 Eric Matheny Executive Director- Achieving Potential 60 3 X 102283 0 37981 William Bode Director of Finance-Controller 40 21.00 X 113843 0 15250 Renny Wolfson Chair 2 10.00 X X 0 0 0 Michael Klein Vice Chair 1.00 5.00 X X 0 0 0 Patty Rubin Treasurer 1 5 X X 0 0 0 Idelle Wolf Assistant Treasurer 1 5.00 X X 0 0 0 Moish Tohn Secretary 1 5.00 X X 0 0 0 Trish Adler Director 0.25 1.25 X 0 0 0 Marilyn Bedol Director 0.25 1.25 X 0 0 0 Gary Bilchik Director 0.25 1.25 X 0 0 0 Eileen Blattner Director 0.25 1.25 X 0 0 0 Robert Blattner Director 0.25 1.25 X 0 0 0 Daniel Brenner Director until 5/6/2024 0.25 1.25 X 0 0 0 Cynthia Bruml Director 0.25 1.25 X 0 0 0 Ethan Cohen Director 0.25 1.25 X 0 0 0 Philip Cohen Director 0.25 1.25 X 0 0 0 Bonnie Cole Director 0.25 1.25 X 0 0 0 Mike Cole Director 0.25 1.25 X 0 0 0 Shoshana Dessler-Jacobs Director 0.25 1.25 X 0 0 0 Boris Gliner Director 0.25 1.25 X 0 0 0 David Goldberg Director 0.25 1.25 X 0 0 0 Timothy Goldberg Director 0.25 1.25 X 0 0 0 Sandra Goldman Director 0.25 1.25 X 0 0 0 Allan Goldner Director 0.25 1.25 X 0 0 0 Sally Good Director 0.25 1.25 X 0 0 0 Sidney Good Director 0.25 1.25 X 0 0 0 Herbert Goulder Director 0.25 1.25 X 0 0 0 Michael Guggenheim Director 0.25 1.25 X 0 0 0 Richard Halle Director 0.25 1.25 X 0 0 0 Kent Hayes Director 0.25 1.25 X 0 0 0 Michelle Hirsch Director 0.25 1.25 X 0 0 0 Robert Immerman Director 0.25 1.25 X 0 0 0 Suellen Kadis Director 0.25 1.25 X 0 0 0 Dolores Kleinman Director 0.25 1.25 X 0 0 0 Andrew Kohn Director 0.25 1.25 X 0 0 0 Harvey Kotler Director 0.25 1.25 X 0 0 0 Marvin Lader Director 0.25 1.25 X 0 0 0 Mitch Lapin Director 0.25 1.25 X 0 0 0 Susan Meisel Director 0.25 1.25 X 0 0 0 Daniel Messeloff Director until 1/9/2024 0.25 1.25 X 0 0 0 Joshua Miller Director 0.25 1.25 X 0 0 0 Roy Minoff Director 0.25 1.25 X 0 0 0 Charles Mintz Director 0.25 1.25 X 0 0 0 Patricia Mintz Director 0.25 1.25 X 0 0 0 Karen Newborn Director 0.25 1.25 X 0 0 0 Dianne Newman Director 0.25 1.25 X 0 0 0 Wendi Pavlofsky Director 0.25 1.25 X 0 0 0 Allan Pearl Director 0.25 1.25 X 0 0 0 Heidi Perla Director 0.25 1.25 X 0 0 0 Shari Perlmuter Director 0.25 1.25 X 0 0 0 Michael Peterman Director 0.25 1.25 X 0 0 0 Taryn Ponsky Director 0.25 1.25 X 0 0 0 Kevin Robertson Director 0.25 1.25 X 0 0 0 Charles Rosenberg Director 0.25 1.25 X 0 0 0 David Rosenberg Director 0.25 1.25 X 0 0 0 Larry Rothstein Director 0.25 1.25 X 0 0 0 Michele Rothstein Director 0.25 1.25 X 0 0 0 Eric Shapiro Director 0.25 1.25 X 0 0 0 James Spira Director 0.25 1.25 X 0 0 0 Myrna Spira Director 0.25 1.25 X 0 0 0 Erica Starrfield Director 0.25 1.25 X 0 0 0 Eleanor Steigman Director 0.25 1.25 X 0 0 0 Evan Stein Director 0.25 1.25 X 0 0 0 Terri Steindler Director 0.25 1.25 X 0 0 0 David Strauss Director 0.25 1.25 X 0 0 0 Will Sukenik Director 0.25 1.25 X 0 0 0 Eric Synenberg Director 0.25 1.25 X 0 0 0 Philip Wasserstrom Director 0.25 1.25 X 0 0 0 Michael Weiner Director 0.25 1.25 X 0 0 0 Sally Wertheim Director 0.25 1.25 X 0 0 0 John Wirtshafter Director 0.25 1.25 X 0 0 0 Jonathan Wise Director 0.25 1.25 X 0 0 0 William Wortzman Director 0.25 1.25 X 0 0 0 Richard Zelin Director 0.25 1.25 X 0 0 0 Dan Zelman Immediate Past Chair 0.25 1.25 X 0 0 0 1142713 0 212416 10 0 1 0 0 3504219 0 0 0 1119128 4552937 0 9176284 Achieving Potential 900099 16223541 16223541 0 0 Older Adults 900099 499147 499147 0 0 Caring at Home 900099 1027073 1027073 0 0 Strengthening Families 900099 18240 18240 0 0 0 0 0 0 17768001 1076848 0 0 1076848 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 28021133 17768001 0 1076848 2196315 2196315 368993 368993 15575763 14480251 877057 218455 410253 210971 194692 4590 1525027 1310301 199121 15605 1270353 1097260 156154 16939 140012 31350 108662 27443 27443 161613 161613 386819 297107 86601 3111 52282 35932 15201 1149 759693 624494 123809 11390 403520 249022 133879 20619 211371 188429 21301 1641 365494 336473 29021 539831 379638 149452 10741 378365 298988 73570 5807 Staff recruitment and development 160921 116960 43938 23 Bad debt and recoveries 63384 57120 0 6264 Dues and memberships 57823 57405 0 418 Supplies, Assessments and taxes 475151 475130 0 21 2610 36653 36957 -71000 25533036 22479799 2807464 245773 13689743 14477694 2356435 1669477 1168780 1464181 411441 139754 13120966 3392904 9118631 9728062 21604488 27194529 1913430 1659432 7503616 8204662 57766564 64537791 2248078 3162208 308639 180270 10309677 10565198 12866394 13907676 X 28288103 33004160 16612067 17625955 44900170 50630115 57766564 64537791 X 2488097 3628534 0 0 0 -386686 X 0 1 X 1 0 X 6603200 5462126 8936259 10367283 9176284 40545152 0 0 0 0 0 0 0 0 0 0 0 0 6603200 5462126 8936259 10367283 9176284 40545152 424933 40120219 177977 138017 173393 349298 1076848 1915533 0 0 0 0 0 0 2984 16145 0 0 0 19129 42479814 90525326 0.94445 0.96692 X Schedule A, Part II, Line 10 Miscellaneous income RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 25018402 1772400 3481413 0 350370 0 29921845 20546031 2183154 2786775 0 497558 0 25018402 17771676 6102371 -3103199 0 224817 0 20546031 13541040 1360152 3395506 0 525022 0 17771676 13408332 717216 -75730 0 508778 0 13541040 0.58 0.31 0.11 1 0 0 1310801 1310801 0 3113662 393960 2719702 0 5533225 932897 4600328 0 3163278 2066047 1097231 0 0 0 0 9728062 JFC Main Fund 13665871 F JFC MAP Fund 6442929 F JFC Money Fund 6656962 F Other Investments 428767 F 27194529 Custodial Assets 180270 Computer software, net 32481 Lease right of use 126288 Assets held by Jewish Community Federation of Cleveland Ohio 7865623 8204662 0 Due to Jewish Community Care at Home 5798539 Due to Independent Montefiore Shelter Home 404395 Due to Jewish Family Service Association of Akron, Ohio 1272252 Due to Planned Lifetime Assistance Network 1152620 Due to Cleveland Chesed Center 448987 Accrued Pension Costs 1270240 Accrued Lease Liabilities 54825 Other Liabilities 163340 10565198 X Schedule D, Part IV, Line 2b Custodial funds are maintained by the organization as part of the services provided for clients. Schedule D, Part V, Line 4 The 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 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 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. 1 Achieving Potential Program-Financial Assistance 19 16346 2564 FMV Clothing Achieving Potential Program - College Financial Aid 326 1782286 0 Older Adults Program - Financial Assistance 661 153348 0 FMV Strengthening Families Program - Financial Assistance 105 241771 0 FMV Schedule I, Part I, Line 2 Criteria 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. X X 0 0 0 0 0 0 0 1 0 Susan Bichsel President & CEO 306113 0 0 0 7057 0 0 0 39650 0 352820 0 0 Russ Klein Chief Strategy Officer 197099 0 600 0 0 0 0 0 25624 0 223323 0 0 0 Barbara Cameron Vice President and CFO 185752 0 600 0 0 0 0 0 35380 0 221732 0 0 0 Schedule J, Part I, Line 7 Bonus payments are discretionary. The President and CEO's bonus is determined by the board and the other employees are determined by management. 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, Charles 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 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 9 Pension Liability Adjustment , allocation of net assets from Independent Montefiore Home, and write off of pledge receivable Mesila Cleveland LLC 29125 Chagrin Blvd Pepper Pike OH 44122 273780493 Provides financial counseling OH 0 0 Jewish Family Service Association of Clelveland Ohio Jewish Community Care at Home 29125 Chagrin Blvd Pepper Pike OH 44122 341861745 Provides in home services OH 12b 501(c)(3) Jewish Family Service Association of Cleveland Ohio 1 Independent Montefiore Shelter Home 29125 Chagrin Blvd Pepper Pike OH 44122 340845389 Provide emergency and temporary housing with on-site client services to Jewish homeless OH 7 501(c)(3) Jewish Family Service Association of Cleveland Ohio 1 Planned Lifetime Assistance Network of Northeast Ohio 29125 Chagrin Blvd Pepper Pike OH 44122 341621291 Help those challenged by chronic mental illness progress in their recovery OH 10 501(c)(3) Jewish Family Service Association of Cleveland Ohio 1 Jewish Family Service of Akron Ohio 750 White Pond Drive Akron OH 44320 340714444 Enhance the mental, emotional, and social well being of individuals and families OH 7 501(c)(3) Jewish Family Service Association of Cleveland Ohio 1 Cleveland Chesed Center Inc 1898 South Taylor Rd Cleveland Heights OH 44118 611773183 Distribution of kosher food and household items to families in need 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 0 1 1 1 1 1 1 Jewish Community Care at Home s 6371877 Cash Jewish Community Care at Home o 352500 Cash Cleveland Chesed Center Inc s 107420 Cash