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JEWISH FAMILY SERVICE ASSOCIATION OF CLEVELAND OHIO: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
JEWISH FAMILY SERVICE ASSOCIATION OF CLEVELAND OHIO (EIN 34-0714441)
Tax period
2019-07-01 to 2020-06-30
Filed
2021-05-12
IRS object ID
202101329349302180
Schema version
2019v5.0
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)
Return2021-05-12T10:31:53-07:00ReturnTs
Tax Period End2020-06-30TaxPeriodEndDt

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 Begin2019-07-01TaxPeriodBeginDt

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
Signature2021-05-12SignatureDt
Discuss With Paid Preparer0DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPaul HammerschmidtPreparerPersonNm
PTINP01384178PTIN
Phone2128858000PhoneNum
Preparation2021-05-12PreparationDt
FieldValueIRS element (for citing)
Tax2019TaxYr
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$30,091,579GrossReceiptsAmt
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 Body70VotingMembersGoverningBodyCnt
Voting Members Independent69VotingMembersIndependentCnt
Total Employee946TotalEmployeeCnt
Total Volunteers184TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$10,692,468PYContributionsGrantsAmt
CY Contributions Grants$10,013,912CYContributionsGrantsAmt
PY Program Service Revenue$17,643,090PYProgramServiceRevenueAmt
CY Program Service Revenue$18,437,616CYProgramServiceRevenueAmt
PY Investment Income$177,231PYInvestmentIncomeAmt
CY Investment Income$960,367CYInvestmentIncomeAmt
PY Other Revenue$36,665PYOtherRevenueAmt
CY Other Revenue$2,984CYOtherRevenueAmt
PY Total Revenue$28,549,454PYTotalRevenueAmt
CY Total Revenue$29,414,879CYTotalRevenueAmt
PY Grants And Similar Paid$1,487,264PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,439,283CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$18,794,866PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$19,610,035CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$235,603CYTotalFundraisingExpenseAmt
PY Other Expenses$3,712,127PYOtherExpensesAmt
CY Other Expenses$4,083,355CYOtherExpensesAmt
PY Total Expenses$23,994,257PYTotalExpensesAmt
CY Total Expenses$25,132,673CYTotalExpensesAmt
PY Revenues Less Expenses$4,555,197PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$4,282,206CYRevenuesLessExpensesAmt
Total Assets BOY$35,615,815TotalAssetsBOYAmt
Total Assets EOY$41,970,327TotalAssetsEOYAmt
Total Liabilities BOY$9,659,495TotalLiabilitiesBOYAmt
Total Liabilities EOY$12,550,501TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$25,956,320NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$29,419,826NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionJFSA is dedicated to providing individuals and families with solutions to face life's challenges with confidenceMissionDesc
Significant New Program SrvcYes (1)SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$16,062,149ExpenseAmt
Grant$1,084,459GrantAmt
Revenue$15,646,101RevenueAmt
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$2,261,126ExpenseAmt
Grant$270,557GrantAmt
Revenue$941,171RevenueAmt
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$2,246,396ExpenseAmt
Revenue$1,843,449RevenueAmt
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$690,826ExpenseAmt
Grant$84,267GrantAmt
Revenue$6,895RevenueAmt
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$690,826TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$84,267TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$6,895TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$21,260,497TotalProgramServiceExpensesAmt
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 InvstYes (1)ReportProgramRelatedInvstInd
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 Document91IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee946EmployeeCnt
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 Members70GoverningBodyVotingMembersCnt
Independent Voting Member69IndependentVotingMemberCnt
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)
PersonDavid Hlavac 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 (76 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 & CEO4020Yes (X)Yes (X)$203,640$101,820$38,795
David Hlavac
Vice President and CFO4020Yes (X)$112,946$56,473$22,712
Timothy Williams
Chief Information Officer4020$87,564$43,782$30,585Yes (X)
Thierry Riek
Director of Planning and Performance4020$71,226$35,613$36,294Yes (X)
Deana Couture
Psychiatrist600$115,848$0$20,108Yes (X)
Debbie Chickering
Executive Director- Achieving Potential537$96,929$12,843$14,530Yes (X)
Karen Tindel
Director of Revenue Cycle Management4020$67,497$33,748$13,187Yes (X)
Dan Zelman
Chair28Yes (X)Yes (X)$0$0$0
David Rosenberg
Vice Chair14Yes (X)Yes (X)$0$0$0
Shari Perlmuter
Vice Chair14Yes (X)Yes (X)$0$0$0
Michael Klein
Treasurer14Yes (X)Yes (X)$0$0$0
Michael Guggenheim
Assistant Treasurer14Yes (X)Yes (X)$0$0$0
Dara Yanowitz
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
Director0.251.00Yes (X)$0$0$0
Robert Blattner
Director0.251Yes (X)$0$0$0
Cynthia Bruml
Director0.251Yes (X)$0$0$0
Carol Burg
Director0.251Yes (X)$0$0$0
Ethan Cohen
Director0.251Yes (X)$0$0$0
Philip Cohen
Director0.251Yes (X)$0$0$0
Bonnie 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
Sandy Goldman
Director0.251Yes (X)$0$0$0
Allan Goldner
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
John Herman
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
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
Sherelynn Lehman
Director0.251Yes (X)$0$0$0
Arthur Mayers
Director0.251Yes (X)$0$0$0
Daniel Messeloff
Director0.251Yes (X)$0$0$0
Chuck 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
Larry Rothstein
Director0.251Yes (X)$0$0$0
Michele Rothstein
Director0.251Yes (X)$0$0$0
Patty Rubin
Director0.251Yes (X)$0$0$0
Eric Shapiro
Dicector0.251Yes (X)$0$0$0
Robert Schwartz
Director0.251Yes (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
Sally Wagner
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
FieldValueIRS element (for citing)
Total Reportable Comp From Org$755,650TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$284,279TotReportableCompRltdOrgAmt
Total Other Compensation$176,211TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K3IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Federated Campaigns$3,410,712FederatedCampaignsAmt
Membership Dues$0MembershipDuesAmt
Fundraising$0FundraisingAmt
Related Organizations$0RelatedOrganizationsAmt
Government Grants$558,420GovernmentGrantsAmt
All Other Contributions$6,044,780AllOtherContributionsAmt
Noncash Contributions$0NoncashContributionsAmt
Total Contributions$10,013,912TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
Achieving Potential900099$15,646,101$15,646,101$0$0
Older Adults900099$941,171$941,171$0$0
Caring at Home900099$1,843,449$1,843,449$0$0
Strenghtening Families900099$6,895$6,895$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$18,437,616TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$177,977TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$177,977ExclusionAmt

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$1,459,090OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt
Other$676,700OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt
Other$782,390OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$782,390TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$782,390ExclusionAmt
FieldValueIRS element (for citing)
Contri Rpt Fundraising Event$0ContriRptFundraisingEventAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMiscellaneous IncomeDesc
Business900099BusinessCd
Total Revenue Column$2,984TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$2,984ExclusionAmt

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$2,984OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$29,414,879TotalRevenueColumnAmt
Related Or Exempt Func Income$18,437,616RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$963,351ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$1,439,283TotalAmt
Program Services$1,439,283ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$353,554TotalAmt
Management And General$353,554ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$16,181,182TotalAmt
Program Services$14,129,446ProgramServicesAmt
Management And General$1,861,944ManagementAndGeneralAmt
Fundraising$189,792FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$453,435TotalAmt
Program Services$196,422ProgramServicesAmt
Management And General$256,535ManagementAndGeneralAmt
Fundraising$478FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$1,647,722TotalAmt
Program Services$1,445,469ProgramServicesAmt
Management And General$199,125ManagementAndGeneralAmt
Fundraising$3,128FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$974,142TotalAmt
Program Services$818,294ProgramServicesAmt
Management And General$141,228ManagementAndGeneralAmt
Fundraising$14,620FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$114,395TotalAmt
Program Services$38,487ProgramServicesAmt
Management And General$75,908ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$125,521TotalAmt
Management And General$125,521ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$145,318TotalAmt
Management And General$145,318ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$746,254TotalAmt
Program Services$691,959ProgramServicesAmt
Management And General$51,952ManagementAndGeneralAmt
Fundraising$2,343FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$80,670TotalAmt
Program Services$54,735ProgramServicesAmt
Management And General$25,015ManagementAndGeneralAmt
Fundraising$920FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$776,203TotalAmt
Program Services$599,088ProgramServicesAmt
Management And General$165,468ManagementAndGeneralAmt
Fundraising$11,647FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$299,833TotalAmt
Program Services$240,939ProgramServicesAmt
Management And General$44,088ManagementAndGeneralAmt
Fundraising$14,806FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$210,276TotalAmt
Program Services$156,102ProgramServicesAmt
Management And General$53,104ManagementAndGeneralAmt
Fundraising$1,070FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$337,606TotalAmt
Program Services$322,984ProgramServicesAmt
Management And General$13,997ManagementAndGeneralAmt
Fundraising$625FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$8,910TotalAmt
Management And General$8,910ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$459,031TotalAmt
Program Services$319,028ProgramServicesAmt
Management And General$132,668ManagementAndGeneralAmt
Fundraising$7,335FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$155,563TotalAmt
Program Services$123,925ProgramServicesAmt
Management And General$29,663ManagementAndGeneralAmt
Fundraising$1,975FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Staff Recruitment & development$65,709$34,420$30,791$498
Supplies$393,449$392,770$363$316
Bad Debt$31,813$103,361-$57,598-$13,950
All other expenses$132,804$153,785-$20,981

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$25,132,673TotalAmt
Program Services$21,260,497ProgramServicesAmt
Management And General$3,636,573ManagementAndGeneralAmt
Fundraising$235,603FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$3,182,928BOYAmt
EOY$7,945,709EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$4,764,165BOYAmt
EOY$4,361,048EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,749,093BOYAmt
EOY$1,603,542EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$122,809BOYAmt
EOY$327,044EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$9,938,802LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,512,032LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$8,597,789BOYAmt
EOY$8,426,770EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$8,151,861BOYAmt
EOY$10,360,082EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$2,086,485BOYAmt
EOY$2,110,392EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$6,960,685BOYAmt
EOY$6,835,740EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$35,615,815BOYAmt
EOY$41,970,327EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$2,405,274BOYAmt
EOY$2,358,611EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$251,212BOYAmt
EOY$511,706EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$7,003,009BOYAmt
EOY$9,680,184EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$9,659,495BOYAmt
EOY$12,550,501EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$7,450,925BOYAmt
EOY$14,943,626EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$18,505,395BOYAmt
EOY$14,476,200EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$25,956,320BOYAmt
EOY$29,419,826EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$35,615,815BOYAmt
EOY$41,970,327EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$4,282,206ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$104,780NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts$0DonatedServicesAndUseFcltsAmt
Investment Expense$0InvestmentExpenseAmt
Prior Period Adjustments$0PriorPeriodAdjustmentsAmt
Other Changes In Net Assets-$713,920OtherChangesInNetAssetsAmt
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$6,622,853CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$7,337,155CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$7,263,264CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$7,209,854CurrentTaxYearMinus1YearAmt
Current Tax Year$6,603,200CurrentTaxYearAmt
Total$35,036,326TotalAmt

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$6,622,853CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$7,337,155CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$7,263,264CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$7,209,854CurrentTaxYearMinus1YearAmt
Current Tax Year$6,603,200CurrentTaxYearAmt
Total$35,036,326TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$357,058SubstantialContributorsTotAmt
Public Support Total170$34,679,268PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$87,721CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$99,707CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$126,103CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$137,274CurrentTaxYearMinus1YearAmt
Current Tax Year$177,977CurrentTaxYearAmt
Total$628,782TotalAmt

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$21,909CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$13,888CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$13,561CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$36,665CurrentTaxYearMinus1YearAmt
Current Tax Year$2,984CurrentTaxYearAmt
Total$89,007TotalAmt
FieldValueIRS element (for citing)
Total Support$35,754,115TotalSupportAmt
Gross Receipts Rltd Activities$90,547,490GrossReceiptsRltdActivitiesAmt
Public Support CY1700.96994PublicSupportCY170Pct
Public Support PY1700.98160PublicSupportPY170Pct
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$13,408,332BeginningYearBalanceAmt
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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$10,719,381BeginningYearBalanceAmt
Contributions$1,457,075ContributionsAmt
Investment Earnings Or Losses-$289,440InvestmentEarningsOrLossesAmt
Grants Or Scholarships$0GrantsOrScholarshipsAmt
Other Expenditures$237,271OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$11,649,745EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.22BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.69PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.09TermEndowmentBalanceEOYPct
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$72,543DepreciationAmt
Book Value$2,103,738BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$4,432,935OtherCostOrOtherBasisAmt
Depreciation$163,242DepreciationAmt
Book Value$4,269,693BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$2,454,586OtherCostOrOtherBasisAmt
Depreciation$1,276,247DepreciationAmt
Book Value$1,178,339BookValueAmt

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$8,426,770TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (4 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
JFC Main Investment Fund$3,890,611F
JFC MAP Fund$451,264F
JFC Money Fund$3,946,998F
Other Cash and Investments$2,071,209F
FieldValueIRS element (for citing)
Total Book Value Securities$10,360,082TotalBookValueSecuritiesAmt

Invst Program Related Org InvstProgramRelatedOrgGrp

FieldValueIRS element (for citing)
DescStudent LoansDesc
Book Value$2,110,392BookValueAmt
Method ValuationCMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Program Rltd$2,110,392TotalBookValueProgramRltdAmt

Other Assets Org OtherAssetsOrgGrp (3 entries)

DescDescBook ValueBookValueAmt
Assets held by the Jewish Federation of Cleveland Ohio$6,202,513
Computer software, net$121,521
Custodial Assets$511,706
FieldValueIRS element (for citing)
Total Book Value Other Assets$6,835,740TotalBookValueOtherAssetsAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)

DescDescAmtAmt
Accrued Pension Liability$4,280,976
Deferred payroll tax obligation$356,608
Due to Jewish Community Care at Home$3,535,362
Due to Independent Montefiore Shelter Home$559,785
Due to Planned Lifetime Assistance Network$691,671
Due to Jewish Family Service of Akron Ohio$255,782
FieldValueIRS element (for citing)
Total Liability$9,680,184TotalLiabilityAmt
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 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. Included in operating expense for the year ended June 30, 2019 is a proposed Internal Revenue Service (IRS) penalty of $232,200. This penalty is associated with the timing of the filing of Form 1095-C (employer provided health insurance offer and coverage) for the tax year 2018. A response requesting abatement of the proposed penalty has been submitted to the IRS. There are no material penalties or interest from taxing authorities included in operating expense for the year ended June 30, 2020.

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 Assistance13$7,806$3,440FMVClothing
Achieving Potential Program-College Financial Aid213$1,073,213FMV
Older Adults Program - Financial Assistance727$270,557FMV
Strengthening Families Program - Financial Assistance85$84,267FMV

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 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 OrgsTotalCompensationRltdOrgsAmt
Susan Bichsel
President & CEO$180,935$90,468$13,333$6,667$9,372$4,685$0$0$25,863$12,932$229,503$114,752
David Hlavac
Vice President and CFO$112,946$56,473$0$0$0$0$0$0$15,141$7,571$128,087$64,044
Timothy Williams
Chief Information Officer$87,564$43,782$0$0$0$0$0$0$20,390$10,195$107,954$53,977

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule J, Part I, Line 7FormAndLineReferenceDesc
ExplanationThe board of directors awarded a performance bonus to Susan BichselExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part III, Line 2On January 1, 2020 the organization became the operator of the Intermediate Care Facility in Geauga County where previously it was a subcontractor.
Form 990, Part VI, Section A, Line 2Eileen Blattner, Robert Blattner - 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 in the Consolidated Financial Statements of the Jewish Family Service Association of Cleveland Ohio and its subsidiaries 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$197,758$287,292Jewish 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 TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
Jewish Community Care at Home
o$1,128,873Cost
Jewish Community Care at Home
s$3,121,307Cost