2025-05-13T15:45:17-07:00 2024-06-30 420714325 RSM US LLP 4622 Pennsylvania Ave Kansas City MO 64112 990 2023-07-01 341861745 JEWISH COMMUNITY CARE AT HOME CORPORATION 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 5089585 0 X www.jfsa-cleveland.org X 1998 OH Provides solutions to seniors and other adults need to continue to manage their independence and live healthier lives. 72 71 140 71 0 0 40147 108102 4197160 4981483 0 0 0 0 4237307 5089585 0 0 0 0 3246513 3841396 0 0 0 515745 679427 3762258 4520823 475049 568762 5268900 5932091 150019 244448 5118881 5687643 Provides solutions to seniors and other adults need to continue to manage their independence and live healthier lives. 0 0 3776672 0 4981483 Approximately 300 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. 0 0 0 3776672 1 1 0 0 0 0 0 0 0 0 0 0 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 0 1 1 0 0 0 1 0 0 140 1 0 0 0 0 0 0 0 0 0 0 0 0 X 72 71 1 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 0 0 0 X Barbara Cameron VP and CFO 2165042600 29125 Chagrin Blvd Pepper Pike OH 44122 X Susan Bichsel President and Chief Executive Officer 15 46.00 X X 0 313170 39650 Russ Klein Chief Strategy Officer 15 46.00 X 0 197699 25624 Barbara Cameron Vice President and CFO 15 46.00 X 0 186352 35380 Deana Couture Psychiatrist 0 60 X 0 117255 30014 Mark Hogan Vice President and Chief Information Officer 15 46.00 X 0 112111 28517 Eric Matheny Executive Director-Achieving Potential 0 63 X 0 102283 37981 William Bode Director of Finance-Controller 15 46.00 X 0 113843 15250 Renny Wolfson Chair 2 10.00 X X 0 0 0 Michael Klein Vice Chair 1 5.00 X X 0 0 0 Patty Rubin Treasurer 1 5.00 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 5/6/24 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 1/9/24 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 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 0 1142713 212416 0 0 1 0 0 0 0 0 0 4250 103852 0 108102 Government Programs 900099 66543 66543 0 0 Self Pay and Insurance 900099 4914940 4914940 0 0 0 0 0 0 4981483 0 0 0 0 0 0 5089585 4981483 0 0 X 129148 129148 3054711 2772292 282419 67331 24594 42737 280192 236482 43710 310014 275736 34278 23853 23853 5809 5809 33544 33544 487470 468460 19010 3337 3337 35734 8557 27177 37964 8576 29388 4676 4676 12668 6298 6370 32807 32807 16150 16150 Bad debt and recoveries -32946 -32946 0 0 Supplies 4251 4157 94 0 Staff development 13910 4266 9644 0 Assessment and taxes 200 200 0 0 4520823 3776672 744151 0 59691 124057 9240 9495 5199969 5798539 5268900 5932091 150019 244448 0 0 150019 244448 X 5118881 5687643 0 0 5118881 5687643 5268900 5932091 568762 0 0 0 0 0 X 0 1 X 1 0 X X 1 Jewish Family Service Association of Cleveland Ohio 340714441 7 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED Due from Jewish Family Service Association of Cleveland Ohio 5798539 5798539 0 0 X 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. 0 0 0 0 0 0 0 0 0 Susan Bichsel President and Chief Executive Officer 0 306113 0 0 0 7057 0 0 0 39650 0 352820 0 0 Russ Klein Chief Strategy Officer 0 197099 0 600 0 0 0 0 0 25624 0 223323 0 0 Barbara Cameron Vice President and CFO 0 185752 0 600 0 0 0 0 0 35380 0 221732 0 0 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 A, Line 6 Jewish Family Service Association of Cleveland, Ohio (EIN: 34-0714441) is sole member owning 100% of the organization. Form 990, Part VI, Section A, Line 7a Jewish 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 7b Jewish Family Service Association of Cleveland Ohio makes the governance decisions of the organization. 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). Form 990, Part IX, Line 11g Temporary Employment-$414,791; Staff recruitment fees-$26,366; Independent contractors-$19,010; Third party processing-$17,600; Consultants - $9,703 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 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 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 0 0 1 1 1 1 1 1