2020-07-14T15:25:26-07:00 2019-06-30 135381590 BDO USA LLP 32125 Solon Road Cleveland OH 44139 990 2018-07-01 340845389 INDEPENDENT MONTEFIORE SHELTER HOME INDE 2165042600 29125 Chagrin Blvd Pepper Pike OH 44122 David Hlavac VP & CFO 2165042600 2020-07-14 1 Jacob Cook P01240455 4402488787 2020-07-14 104.129.196.213 2018 2020-09-23 17:36:50Z X Susan Bichsel 29125 Chagrin Blvd Pepper Pike OH 44122 257637 0 X www.hshcleveland.org X 1904 OH Provide emergency and temporary housing with on-site client services to Jewish homeless 67 66 4 66 0 0 298142 244416 0 0 9280 10221 0 3000 307422 257637 9994 8976 0 0 145549 121762 0 0 0 120550 97353 276093 228091 31329 29546 1922656 1962442 2650 2686 1920006 1959756 Provide emergency and temporary housing with on-site client services to Jewish homeless 0 0 178206 8976 3000 Provide emergency and temporary shelter with on-site client services to approximately 28 Jewish homeless women, children, and families. Providing shelter to women and children escaping domestic violence situations. 0 0 0 178206 1 1 0 0 0 0 0 0 0 1 1 1 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 4 1 0 0 0 0 0 0 0 0 0 0 0 0 X 67 66 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 OH X David Hlavac - Vice President CFO 2165042600 29125 Chagrin Blvd Pepper Pike OH 44122 Dan Zelman Chair 2.00 8 X X 0 0 0 David Rosenberg Vice Chair 1 4 X X 0 0 0 Michael Weiner Vice Chair 1 4 X X 0 0 0 Michael Klein Treasurer 1 4 X X 0 0 0 Michael Guggenheim Assistant Treasurer 1 4 X X 0 0 0 Dara Yanowitz Secretary 1 4 X X 0 0 0 Trish Adler Director 0.25 1 X 0 0 0 Marilyn Bedol Director 0.25 1 X 0 0 0 Gary Bilchik Director 0.25 1 X 0 0 0 Eileen Blattner Director 0.25 1 X 0 0 0 Robert Blattner Director 0.25 1 X 0 0 0 Cynthia Bruml Director 0.25 1 X 0 0 0 Carol Burg Director 0.25 1 X 0 0 0 Ethan Cohen Director 0.25 1 X 0 0 0 Philip Cohen Director 0.25 1 X 0 0 0 Bonnie Cole Director 0.25 1 X 0 0 0 Sandor Ginsburg Director 0.25 1 X 0 0 0 Boris Gliner Director 0.25 1 X 0 0 0 David Goldberg Director 0.25 1 X 0 0 0 Sandy Goldman Director 0.25 1 X 0 0 0 Allan Goldner Director 0.25 1 X 0 0 0 Sally Good Director 0.25 1 X 0 0 0 Sidney Good Director 0.25 1 X 0 0 0 Herbert Goulder Director 0.25 1 X 0 0 0 Alvin Gray Director 0.25 1 X 0 0 0 Richard Halle Director 0.25 1 X 0 0 0 Kent Hayes Director 0.25 1 X 0 0 0 John Herman Director 0.25 1 X 0 0 0 Michelle Hirsch Director 0.25 1 X 0 0 0 Robert Immerman Director 0.25 1 X 0 0 0 Donald Jacobson Director 0.25 1 X 0 0 0 Suellen Kadis Director 0.25 1 X 0 0 0 Dolores Kleinman Director 0.25 1 X 0 0 0 Andrew Kohn Director 0.25 1 X 0 0 0 Harvey Kotler Immediate Past Chair 0.25 1 X 0 0 0 Marvin Lader Director 0.25 1 X 0 0 0 Sherelynn Lehman Director 0.25 1 X 0 0 0 Arthur Mayers Director 0.25 1 X 0 0 0 Daniel Messeloff Director 0.25 1 X 0 0 0 Chuck Mintz Director 0.25 1 X 0 0 0 Patricia Mintz Director 0.25 1 X 0 0 0 Karen Newborn Director 0.25 1 X 0 0 0 Wendi Pavlofsky Director 0.25 1 X 0 0 0 Allan Pearl Director 0.25 1 X 0 0 0 Heida Perla Director 0.25 1 X 0 0 0 Shari Perlmuter Director 0.25 1 X 0 0 0 Michael Peterman Director 0.25 1 X 0 0 0 Kevin Robertson Director 0.25 1 X 0 0 0 Charles Rosenberg Director 0.25 1 X 0 0 0 Larry Rothstein Director 0.25 1 X 0 0 0 Robert Schwartz Director 0.25 1 X 0 0 0 Eric Shapiro Director 0.25 1 X 0 0 0 James Spira Director 0.25 1 X 0 0 0 Myrna Spira Director 0.25 1 X 0 0 0 Eleanor Steigman Director 0.25 1 X 0 0 0 David Strauss Director 0.25 1 X 0 0 0 Terri Steinler Director 0.25 1 X 0 0 0 Will Sukenik Director 0.25 1 X 0 0 0 Eric Synenberg Director 0.25 1 X 0 0 0 Sally Wagner Director 0.25 1 X 0 0 0 Philip Wasserstrom Director 0.25 1 X 0 0 0 Sally Wertheim Director 0.25 1 X 0 0 0 John Wirtshafter Director 0.25 1 X 0 0 0 Jonathon Wise Director 0.25 1 X 0 0 0 William Wortzman Director 0.25 1 X 0 0 0 Richard Zelin Director 0.25 1 X 0 0 0 Susan Bichsel President and Chief Executive Officer 2 58 X X 9788 283867 37319 David Hlavac Vice President and Chief Financial Officer 2 58 X 5683 164798 22821 Timothy Williams Chief Information Officer 2 58 X 4452 129112 30359 Thierry Riek Director of Planning and Performance 2 58 X 3573 103609 35200 Karen Tindel Director of Revenue Cycle Management 2 58 X 3453 100127 13478 26949 781513 139177 0 0 1 0 0 137901 0 0 0 0 106515 0 244416 0 10221 0 0 10221 0 0 0 0 0 0 0 0 0 0 0 0 0 Miscellaneous Income 900099 3000 3000 0 0 0 0 0 0 3000 257637 3000 0 10221 0 0 8976 8976 0 0 0 0 17681 17681 0 0 73047 61572 11475 2668 1811 857 20999 18994 2005 7367 5136 2231 12041 12041 2902 2902 79 79 9641 7871 1770 9306 7597 1709 25486 20918 4568 4453 3635 818 19546 15957 3589 1527 1247 280 Food 10677 10677 0 0 Staff Development 710 710 0 0 Dues and Memberships 632 632 0 0 Miscellaneous Expenses 353 353 0 0 228091 178206 49885 0 0 138 571589 172332 415215 399257 1067998 1047384 439443 515663 1922656 1962442 2650 2686 0 0 2650 2686 X 507941 507941 411965 451715 1000100 1000100 1920006 1959756 1922656 1962442 29546 10204 0 0 0 0 X 0 1 X 1 0 X 314495 1304835 409261 298142 244416 2571149 0 0 0 0 0 0 0 0 0 0 0 0 314495 1304835 409261 298142 244416 2571149 2571149 0 0 4541 9280 10221 24042 0 0 0 0 0 0 0 0 0 0 3000 3000 2598191 0.98959 0.99473 X Schedule A, Part II, Line 10 Miscellaneous Income RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1410206 74000 20425 0 54675 0 1449956 1346826 141000 41331 0 118951 0 1410206 1182302 223191 53257 0 111924 0 1346826 154199 1132940 0 0 104837 0 1182302 122428 165555 0 0 133784 0 154199 0 0.69 0.31 1 1 1 0 0 0 0 543558 149163 394395 0 14150 10070 4080 0 13881 13099 782 0 0 0 0 399257 JFC Money Fund 22011 F JFC Main Investment Fund 859938 F JFC MAP Fund 165435 F 1047384 Due from Jewish Family Service Association of Cleveland Ohio 515663 515663 0 X Schedule D, Part V, Line 4 Endowment Funds are used to fund the operations of the organization Schedule D, Part X, Line 2 - 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 $226,800. A majority of this penalty is associated with the timing of the filing of Form 1095-C (employer provided health insurance offer and coverage). 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, 2018....In February 2020 the Internal Revenue Service(IRS) communicated to the organization the penalty will not be assessed. 1 Financial assistance provided to various clients 8 8976 0 Schedule I, Part I, Line 2 Criteria for financial assistance is established and documented. Compliance with established criteria is the responsibility pf the director and his or her designee. Expenses are paid directlty to vendors on behalf of the clients. 0 1 0 0 0 0 0 0 0 Susan Bichsel President and Chief Executive Officer 8934 259074 457 13259 397 11533 0 0 1244 36075 11032 319941 David Hlavac Vice President and Chief Financial Officer 5488 159160 194 5639 0 0 0 0 761 22060 6443 186859 Timothy Williams Chief Information Officer 4294 124521 158 4591 0 0 0 0 1012 29347 5464 158459 Schedule J, Part I, Line 3 See schedule O, Form 990-, Part VI, Section B, Line 15 Schedule J, Part I, Line 4 Susan Bichsel participated in a deferred compensation plan - $7,000 Form 990, Part VI, Section A, Line 2 Eileen 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 11b A copy of the Form 990 is reviewed by the Board Treasurer, CEO, and CFO before filing. The Treasurer communicates his or her review to various board committees and the board. The form 990 is available to all board members upon request. Form 990, Part VI, Section B, Line 12c A copy of the written conflict of interest policy is sent to each officer, board member and key employee annually. Each person is required to review the policy and acknowledge in writing that he or she has done so. In addition, annually, each person completes a disclosure form identifying relationships, positions, or circumstances relating to actual or potential conflicts of interest as defined in the policy. Also, the Conflicts of Interest Policy is annually reviewed at a meeting of the Board of Directors. Form 990, Part VI, Section B, Line 15 The compensation of the officers and key employees of the organization is determined and paid by Jewish Family Service Association. The Compensation Committee of Jewish Family Service Association's Board of Directors evaluates the performance of the organization's President and CEO and determines the compensation utilizing market comparability information. Other officers and key employees' compensation is determined by the results of performance evaluations, market comparability information, financial condition of the organization and is reviewed and approved by the Compensation Committee. Form 990, Part VI, Section C, Line 19 The organization's financial statements are consolidated with the financial statements of the Jewish Family Service Association of Cleveland Ohio and made public as part of Jewish Family Service Association's annual report. The governing documents and conflict of interest policy are not made available to the public. Jewish Family Service Association of Cleveland Ohio 29125 Chagrin Blvd Pepper Pike OH 44122 340714441 Provides services to individuals and families to enhance their abilities to thrive in the community OH 7 501(c)3 N/A 0 Jewish Community Care at Home 29125 Chagrin Blvd Pepper Pike OH 44122 341861745 In Home Services OH 12 501(c)(3) Jewish Family Service Association of Cleveland Ohio 0 Planned Lifetime Assistance Network of Northeast Ohio 29125 Chagrin Blvd Pepper Pike OH 44122 341621291 Assist individuals challenged by chronic mental illness OH 10 501(c)(3) Jewish Family Service Association of Cleveland Ohio 0 Jewish Family Service of Akron 750 White Pond Drive Akron OH 44320 340714444 Enhhance the mental, emotional, and social well being of individuals and families OH 7 501c(3) Jewish Family Service Association of Cleveland Ohio 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 1 1 1