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JEWISH FAMILY SERVICE ASSOCIATION OF CLEVELAND OHIO: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
JEWISH FAMILY SERVICE ASSOCIATION OF CLEVELAND OHIO (EIN 34-0714441)
Tax period
2020-07-01 to 2021-06-30
Filed
2022-05-05
IRS object ID
202211259349301726
Schema version
2020v4.0
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)
Return2022-05-05T14:52:20-07:00ReturnTs
Tax Period End2021-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN135381590PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BDO USA LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1100 PARK AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100175001ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-07-01TaxPeriodBeginDt

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)
PersonSusan BichselPersonNm
Person TitlePresident and CEOPersonTitleTxt
Phone2165042600PhoneNum
Signature2022-05-05SignatureDt
Discuss With Paid Preparer0DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPaul HammerschmidtPreparerPersonNm
PTINP01384178PTIN
Phone2128858321PhoneNum
Preparation2022-05-05PreparationDt

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)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

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$28,477,468GrossReceiptsAmt
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 Body67VotingMembersGoverningBodyCnt
Voting Members Independent65VotingMembersIndependentCnt
Total Employee606TotalEmployeeCnt
Total Volunteers251TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$10,013,912PYContributionsGrantsAmt
CY Contributions Grants$8,842,789CYContributionsGrantsAmt
PY Program Service Revenue$18,437,616PYProgramServiceRevenueAmt
CY Program Service Revenue$19,477,017CYProgramServiceRevenueAmt
PY Investment Income$960,367PYInvestmentIncomeAmt
CY Investment Income$141,517CYInvestmentIncomeAmt
PY Other Revenue$2,984PYOtherRevenueAmt
CY Other Revenue$16,145CYOtherRevenueAmt
PY Total Revenue$29,414,879PYTotalRevenueAmt
CY Total Revenue$28,477,468CYTotalRevenueAmt
PY Grants And Similar Paid$1,439,283PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,313,563CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$19,610,035PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$18,911,009CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$267,543CYTotalFundraisingExpenseAmt
PY Other Expenses$4,083,355PYOtherExpensesAmt
CY Other Expenses$4,031,992CYOtherExpensesAmt
PY Total Expenses$25,132,673PYTotalExpensesAmt
CY Total Expenses$24,256,564CYTotalExpensesAmt
PY Revenues Less Expenses$4,282,206PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$4,220,904CYRevenuesLessExpensesAmt
Total Assets BOY$41,970,327TotalAssetsBOYAmt
Total Assets EOY$51,940,988TotalAssetsEOYAmt
Total Liabilities BOY$12,550,501TotalLiabilitiesBOYAmt
Total Liabilities EOY$12,114,820TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$29,419,826NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$39,826,168NetAssetsOrFundBalancesEOYAmt
MissionJFSA is dedicated to providing individuals and families with solutions to face life's challenges with confidenceMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$15,635,229ExpenseAmt
Grant$1,033,932GrantAmt
Revenue$16,670,872RevenueAmt
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$2,163,401ExpenseAmt
Grant$208,618GrantAmt
Revenue$857,478RevenueAmt
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$1,910,463ExpenseAmt
Grant$811GrantAmt
Revenue$1,945,017RevenueAmt
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$712,065ExpenseAmt
Grant$70,202GrantAmt
Revenue$3,650RevenueAmt
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$712,065TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$70,202TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$3,650TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$20,421,158TotalProgramServiceExpensesAmt
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 Document42IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee606EmployeeCnt
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 Members67GoverningBodyVotingMembersCnt
Independent Voting Member65IndependentVotingMemberCnt
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
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonSean Joyce VP and CFOPersonNm
Phone2165042600PhoneNum

US Address USAddress

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

Form990 Part VII Section A Form990PartVIISectionAGrp (71 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeIndKey EmployeeKeyEmployeeInd
Susan Bichsel
President & CEO4020Yes (X)Yes (X)$200,733$100,367$38,250
David Hlavac
Vice President and CFO4020Yes (X)$118,582$59,291$51,845
Debbie Chickering
Executive Director- Achieving Potential537$106,752$14,145$16,127Yes (X)
Deana Couture
Psychiatrist600$116,630$0$20,006Yes (X)
Karen Tindel
Director of Revenue Cycle Management4020$71,543$35,771$13,952Yes (X)
Ethan Cohen
Director131.00Yes (X)$48,975$0$0
Dan Zelman
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
Arthur Mayers
Director0.251Yes (X)$0$0$0
Daniel Messeloff
Director0.251Yes (X)$0$0$0
Charles Mintz
Director0.251Yes (X)$0$0$0
Patricia Mintz
Director0.251Yes (X)$0$0$0
Karen Newborn
Director0.251Yes (X)$0$0$0
Dianne 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
David Rosenberg
Director0.251Yes (X)$0$0$0
Larry Rothstein
Director0.251Yes (X)$0$0$0
Michele Rothstein
Director0.251Yes (X)$0$0$0
Eric Shapiro
Dicector0.251Yes (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
FieldValueIRS element (for citing)
Total Reportable Comp From Org$663,215TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$209,574TotReportableCompRltdOrgAmt
Total Other Compensation$140,180TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K4IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

FieldValueIRS element (for citing)
PersonEthan CohenPersonNm

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line122426 Canterbury LaneAddressLine1Txt
CityShaker HeightsCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44122ZIPCd
FieldValueIRS element (for citing)
ServicesIT ConsultingServicesDesc
Compensation$103,380CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
Federated Campaigns$3,380,663FederatedCampaignsAmt
Membership Dues$0MembershipDuesAmt
Fundraising$0FundraisingAmt
Related Organizations$0RelatedOrganizationsAmt
Government Grants$2,172,937GovernmentGrantsAmt
All Other Contributions$3,289,189AllOtherContributionsAmt
Noncash Contributions$0NoncashContributionsAmt
Total Contributions$8,842,789TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
Achieving Potential900099$16,670,872$16,670,872$0$0
Older Adults900099$857,478$857,478$0$0
Caring at Home900099$1,945,017$1,945,017$0$0
Stregthening Families900099$3,650$3,650$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$19,477,017TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$138,017TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$138,017ExclusionAmt

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

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt
Other$3,500OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt
Other$0OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt
Other$3,500OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,500TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$3,500ExclusionAmt
FieldValueIRS element (for citing)
Contri Rpt Fundraising Event$0ContriRptFundraisingEventAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMiscellaneos incomeDesc
Business900099BusinessCd
Total Revenue Column$16,145TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$16,145ExclusionAmt

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$16,145OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$28,477,468TotalRevenueColumnAmt
Related Or Exempt Func Income$19,477,017RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$157,662ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$1,313,563TotalAmt
Program Services$1,313,563ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$390,298TotalAmt
Management And General$390,298ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$16,303,213TotalAmt
Program Services$14,317,377ProgramServicesAmt
Management And General$1,788,781ManagementAndGeneralAmt
Fundraising$197,055FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$405,449TotalAmt
Program Services$206,374ProgramServicesAmt
Management And General$195,486ManagementAndGeneralAmt
Fundraising$3,589FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$1,565,046TotalAmt
Program Services$1,368,435ProgramServicesAmt
Management And General$193,492ManagementAndGeneralAmt
Fundraising$3,119FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$247,003TotalAmt
Program Services$104,158ProgramServicesAmt
Management And General$127,717ManagementAndGeneralAmt
Fundraising$15,128FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$222,115TotalAmt
Program Services$49,588ProgramServicesAmt
Management And General$172,527ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$30,707TotalAmt
Management And General$30,707ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$155,393TotalAmt
Management And General$155,393ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$754,527TotalAmt
Program Services$631,108ProgramServicesAmt
Management And General$120,665ManagementAndGeneralAmt
Fundraising$2,754FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$52,919TotalAmt
Program Services$28,484ProgramServicesAmt
Management And General$22,192ManagementAndGeneralAmt
Fundraising$2,243FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$703,203TotalAmt
Program Services$587,299ProgramServicesAmt
Management And General$104,064ManagementAndGeneralAmt
Fundraising$11,840FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$427,829TotalAmt
Program Services$293,750ProgramServicesAmt
Management And General$116,915ManagementAndGeneralAmt
Fundraising$17,164FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$180,261TotalAmt
Program Services$164,989ProgramServicesAmt
Management And General$14,174ManagementAndGeneralAmt
Fundraising$1,098FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$218,866TotalAmt
Program Services$208,043ProgramServicesAmt
Management And General$10,806ManagementAndGeneralAmt
Fundraising$17FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$449,087TotalAmt
Program Services$324,620ProgramServicesAmt
Management And General$116,913ManagementAndGeneralAmt
Fundraising$7,554FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$209,324TotalAmt
Program Services$160,489ProgramServicesAmt
Management And General$45,381ManagementAndGeneralAmt
Fundraising$3,454FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Staff Development and Recruitment$63,213$35,798$27,260$155
Supplies$468,501$467,113$99$1,289
Bad Debt$26,544$89,317-$61,223-$1,550
All other expenses$69,503$70,653-$3,784$2,634

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$24,256,564TotalAmt
Program Services$20,421,158ProgramServicesAmt
Management And General$3,567,863ManagementAndGeneralAmt
Fundraising$267,543FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$7,945,709BOYAmt
EOY$8,393,457EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$4,361,048BOYAmt
EOY$3,394,999EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,603,542BOYAmt
EOY$1,395,941EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$327,044BOYAmt
EOY$309,899EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$10,015,157LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,886,022LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$8,426,770BOYAmt
EOY$8,129,135EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$10,360,082BOYAmt
EOY$19,580,372EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$2,110,392BOYAmt
EOY$2,155,211EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$6,835,740BOYAmt
EOY$8,581,974EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$41,970,327BOYAmt
EOY$51,940,988EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$2,358,611BOYAmt
EOY$2,563,190EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$511,706BOYAmt
EOY$515,830EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$9,680,184BOYAmt
EOY$9,035,800EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$12,550,501BOYAmt
EOY$12,114,820EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$14,943,626BOYAmt
EOY$21,564,920EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$14,476,200BOYAmt
EOY$18,261,248EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$29,419,826BOYAmt
EOY$39,826,168EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$41,970,327BOYAmt
EOY$51,940,988EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$4,220,904ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$4,639,869NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts$0DonatedServicesAndUseFcltsAmt
Investment Expense$0InvestmentExpenseAmt
Prior Period Adjustments$0PriorPeriodAdjustmentsAmt
Other Changes In Net Assets$1,545,569OtherChangesInNetAssetsAmt
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$7,337,155CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$7,263,264CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$7,209,854CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$6,603,200CurrentTaxYearMinus1YearAmt
Current Tax Year$5,462,126CurrentTaxYearAmt
Total$33,875,599TotalAmt

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$7,337,155CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$7,263,264CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$7,209,854CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$6,603,200CurrentTaxYearMinus1YearAmt
Current Tax Year$5,462,126CurrentTaxYearAmt
Total$33,875,599TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$378,832SubstantialContributorsTotAmt
Public Support Total170$33,496,767PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$99,707CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$126,103CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$137,274CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$177,977CurrentTaxYearMinus1YearAmt
Current Tax Year$138,017CurrentTaxYearAmt
Total$679,078TotalAmt

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$13,888CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$13,561CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$36,665CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,984CurrentTaxYearMinus1YearAmt
Current Tax Year$16,145CurrentTaxYearAmt
Total$83,243TotalAmt
FieldValueIRS element (for citing)
Total Support$34,637,920TotalSupportAmt
Gross Receipts Rltd Activities$91,385,744GrossReceiptsRltdActivitiesAmt
Public Support CY1700.96705PublicSupportCY170Pct
Public Support PY1700.96994PublicSupportPY170Pct
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$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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$13,289,825BeginningYearBalanceAmt
Contributions$374,223ContributionsAmt
Investment Earnings Or Losses$236,662InvestmentEarningsOrLossesAmt
Grants Or Scholarships$0GrantsOrScholarshipsAmt
Other Expenditures$492,378OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$13,408,332EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$13,056,630BeginningYearBalanceAmt
Contributions$149,472ContributionsAmt
Investment Earnings Or Losses$568,399InvestmentEarningsOrLossesAmt
Grants Or Scholarships$0GrantsOrScholarshipsAmt
Other Expenditures$484,676OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$13,289,825EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$11,649,745BeginningYearBalanceAmt
Contributions$439,067ContributionsAmt
Investment Earnings Or Losses$1,317,288InvestmentEarningsOrLossesAmt
Grants Or Scholarships$0GrantsOrScholarshipsAmt
Other Expenditures$349,470OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$13,056,630EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.27BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.5PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.23TermEndowmentBalanceEOYPct
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$875,000OtherCostOrOtherBasisAmt
Book Value$875,000BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$2,176,281OtherCostOrOtherBasisAmt
Depreciation$145,086DepreciationAmt
Book Value$2,031,195BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$4,464,305OtherCostOrOtherBasisAmt
Depreciation$334,917DepreciationAmt
Book Value$4,129,388BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$2,499,571OtherCostOrOtherBasisAmt
Depreciation$1,406,019DepreciationAmt
Book Value$1,093,552BookValueAmt

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$8,129,135TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (4 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
JFC Main Investment Fund$8,346,344F
JFC MAP Fund$814,164F
JFC Money Fund$5,584,815F
Other Cash and Investments$4,835,049F
FieldValueIRS element (for citing)
Total Book Value Securities$19,580,372TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (3 entries)

DescDescBook ValueBookValueAmt
Assets held by Jewish Federation of Cleveland, Ohio$7,976,435
Custodial Assets$515,830
Computer software,net$89,709
FieldValueIRS element (for citing)
Total Book Value Other Assets$8,581,974TotalBookValueOtherAssetsAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)

DescDescAmtAmt
Accrued Pension Liability$2,747,034
Deferred tax obligation$514,211
Due to Jewish Community Care at Home$4,005,760
Due to Independent Montefiore Shelter Home$567,414
Due to Planned Lifetime Assistance Network$812,935
Due to Jewish Family Service of Akron Ohio$388,446
FieldValueIRS element (for citing)
Total Liability$9,035,800TotalLiabilityAmt
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 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 and AKR 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, 2021 and June 30, 2020.

Schedule I IRS990ScheduleI

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

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (5 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDesc
Achieving Potential Program - Financial Assistance4$2,226$2,418FMVClothing
Achieving Potential Program-College Financial Aid218$1,029,288$0FMV
Older Adults Program-Financial Assistance677$208,618$0FMV
Strengthening Families Program-Financial Assistance86$70,202$0FMV
Caring at Home Program-Financial Assistance3$811$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 his/her 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
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
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 (2 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 & CEO$186,762$93,381$3,933$1,967$10,038$5,019$0$0$25,500$12,750$226,233$113,117
David Hlavac
Vice President and CFO$114,441$57,221$4,141$2,070$0$0$0$0$34,563$17,282$153,145$76,573

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 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 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 XI, Line 9Change in unfunded pension liability and consolidation entries

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
Mesila Cleveland LLC
29125 Chagrin BlvdPepper PikeOH44122273780493Provides financial counselingOH$0$0Jewish Family Service Association
Center for Cognition and Recovery LLC
22125 Chagrin BlvdPepper PikeOH44122271148439National dissemination of CETOH$47,478$250,211Jewish Family Service Association

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 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 PikeOH44122341861745In Home ServicesOH12501(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 mental,emotional,and social well being of individuals and familiesOH7501(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 (2 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmt
Jewish Community Care at Home
s$4,316,932
Jewish Community Care at Home
o$923,553