2019-05-13T13:20:03-07:00 2018-06-30 135381590 BDO USA LLP 32125 Solon Road Cleveland OH 44139 990 2017-07-01 341621291 PLANNED LIFETIME ASSISTANCE NETWORK PLAN 2165042600 3659 South Green Road Suite 322 Beachwood OH 44122 David Hlavac VP & CFO 2165042600 2019-05-13 1 Jacob Cook P01240455 4402488787 2019-05-13 104.129.196.109 2017 2019-02-21 02:37:17Z Susan Bichsel 3659 South Green Road Suite 322 Beachwood OH 44122 200338 0 X www.PLANNEOHIO.org X 1989 OH To help those challenged by chronic mental illness progress in their recovery by providing individualized and innovative treatments throughout life in a supportive community of families and professionals. 69 68 9 88 0 0 113165 69923 97882 98137 25586 31879 1200 399 237833 200338 0 0 0 0 140460 158379 0 0 0 102451 82067 242911 240446 -5078 -40108 3373273 3504183 8184 11157 3365089 3493026 To help those challenged by chronic mental illness progress in their recovery by providing individualized and innovative treatments throughout life in a supportive community of families and professionals. 0 0 218753 98137 The organization provides support and advocacy services to persons suffering from serious mental illness and other disabling conditions and to families of those persons, including developing socialization and independence skills on the part of the clients. Services include individual, family and group work as well as family education. Additionally, the organization provides alternative housing options to those benefiting from an assisted living environment. The organization works with individuals to improve physical health, eliminate unhealthy habits, enjoy social activities and develop employment related skills. Members participate in programming which includes wellness education, water aerobics, basketball, art therapy, lunch and dinner club, and other socialization activities. 0 0 0 218753 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 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 9 1 0 0 0 0 0 0 0 0 0 0 X 69 68 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 OH X David Hlavac 2165042600 3659 South Green Road Suite 322 Beachwood OH 44122 Harvey Kotler Chair 1 0.1 X X 0 0 0 Dan Zelman Vice Chair/Chair Elect 1 0.1 X X 0 0 0 David Rosenberg Vice Chair 1 0.1 X X 0 0 0 Michael Weiner Vice Chair 1 0.1 X X 0 0 0 Michael Klein Treasurer 1 0.1 X X 0 0 0 Michael Guggenheim Assistant Treasurer 1 0.1 X X 0 0 0 Dara Yanowitz Secretary 1 0.1 X X 0 0 0 Trish Adler Director 0.25 0.1 X 0 0 0 Marilyn Bedol Director 0.25 0.1 X 0 0 0 Gary Bilchik Director 0.25 0.1 X 0 0 0 Eileen Blattner Director 0.25 0.1 X 0 0 0 Robert Blattner Director 0.25 0.1 X 0 0 0 Cynthia Bruml Director 0.25 0.1 X 0 0 0 Carol Burg Director 0.25 0.1 X 0 0 0 Ethan Cohen Director 0.25 0.1 X 0 0 0 Philip Cohen Immediate Past President 0.25 0.1 X 0 0 0 Bonnie Cole Director 0.25 0.1 X 0 0 0 Grant Dinner Director 0.25 0.1 X 0 0 0 Chicky Drost Director 0.25 0.1 X 0 0 0 David Goldberg Director 0.25 0.1 X 0 0 0 Michelle Goldberg Director 0.25 0.1 X 0 0 0 Sandy Goldman Director 0.25 0.1 X 0 0 0 Allan Goldner Director 0.25 0.1 X 0 0 0 Sally Good Director 0.25 0.1 X 0 0 0 Sidney Good Director 0.25 0.1 X 0 0 0 Bruce Goodman Director 0.25 0.1 X 0 0 0 Herbert Goulder Director 0.25 0.1 X 0 0 0 Alvin Gray Director 0.25 0.1 X 0 0 0 Richard Halle Director 0.25 0.1 X 0 0 0 Kent Hayes Director 0.25 0.1 X 0 0 0 Jean Heflich Director 0.25 0.1 X 0 0 0 John Herman Director 0.25 0.1 X 0 0 0 Michelle Hirsch Director 0.25 0.1 X 0 0 0 Robert Immerman Director 0.25 0.1 X 0 0 0 Donald Jacobson Director 0.25 0.1 X 0 0 0 Suellen Kadis Director 0.25 0.1 X 0 0 0 David Kaufman Director 0.25 0.1 X 0 0 0 Dolores Kleinman Director 0.25 0.1 X 0 0 0 Andrew Kohn Director 0.25 0.1 X 0 0 0 Marvin Lader Director 0.25 0.1 X 0 0 0 Sherelynn Lehman Director 0.25 0.1 X 0 0 0 Arthur Mayers Director 0.25 0.1 X 0 0 0 Chuck Mintz Director 0.25 0.1 X 0 0 0 Patricia Mintz Director 0.25 0.1 X 0 0 0 Karen Newborn Director 0.25 0.1 X 0 0 0 Allan Pearl Director 0.25 0.1 X 0 0 0 Shari Perlmuter Director 0.25 0.1 X 0 0 0 Michael Peterman Director 0.25 0.1 X 0 0 0 Kevin Robertson Director 0.25 0.1 X 0 0 0 Charles Rosenberg Director 0.25 0.1 X 0 0 0 Larry Rothstein Director 0.25 0.1 X 0 0 0 Robert Schwartz Director 0.25 0.1 X 0 0 0 Eric Shapiro Director 0.25 0.1 X 0 0 0 Leo Silberman Director 0.25 0.1 X 0 0 0 James Spira Director 0.25 0.1 X 0 0 0 Myrna Spira Director 0.25 0.1 X 0 0 0 Eleanor Steigman Director 0.25 0.1 X 0 0 0 David Strauss Director 0.25 0.1 X 0 0 0 Will Sukenik Director 0.25 0.1 X 0 0 0 Eric Synenberg Director 0.25 0.1 X 0 0 0 Rabbi Allison Vann Director 0.25 0.1 X 0 0 0 Sally Wagner Director 0.25 0.1 X 0 0 0 Philip Wasserstrom Director 0.25 0.1 X 0 0 0 Sally Wertheim Director 0.25 0.1 X 0 0 0 John Wirtshafter Director 0.25 0.1 X 0 0 0 Jonathon Wise Director 0.25 0.1 X 0 0 0 William Wortzman Director 0.25 0.1 X 0 0 0 Matthew Wyner Director 0.25 0.1 X 0 0 0 Susan Bichsel President and Chief Executive Officer 1 59 X X 4688 276592 56654 David Hlavac Vice President and Chief Financial Officer 1 59 X 2826 166710 22622 Timothy Williams Chief Information Officer 1 59 X 2164 127649 29292 Thierry Riek Director of Planning and Performance 1 59 X 1805 106492 38121 Debbie Chickering Executive Director - Ascentia 5 55 X 8453 92982 24661 19936 770425 171350 0 0 1 0 0 0 0 0 0 0 69923 0 69923 Social Service Revenue 900099 98137 98137 0 0 0 0 0 0 98137 31879 0 0 31879 0 0 0 0 0 0 0 0 0 0 0 0 0 Miscellaneous Revenue 900099 399 0 0 399 0 0 0 0 399 200338 98137 0 32278 8823 0 8823 96974 94314 2660 1205 1113 92 45461 44140 1321 5916 5488 428 6889 6889 0 0 6887 6887 8542 8542 872 845 27 2556 2476 80 5477 5306 171 38129 37247 882 9407 9114 293 202 202 937 908 29 Staff Development and Recruitment 49 49 0 0 Food 442 442 0 0 Bad Debt Expense 680 680 0 0 Miscellaneous Expense 998 998 0 0 240446 218753 21693 0 174 15537 11743 4523 4523 33961 33961 0 0 3002221 3081631 350818 406286 3373273 3504183 8184 11157 0 0 8184 11157 X 435607 517919 566454 612079 2363028 2363028 3365089 3493026 3373273 3504183 -40108 168045 0 0 0 0 X 0 1 X 1 0 X 469691 127859 181544 113165 69923 962182 96690 102964 95662 99082 98137 492535 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 566381 230823 277206 212247 168060 1454717 8700 12300 10050 6450 7774 45274 64783 67000 69492 68125 66632 336032 73483 79300 79542 74575 74406 381306 1073411 11 20741 24935 25586 31879 103152 0 0 0 0 0 0 11 20741 24935 25586 31879 103152 0 0 0 0 0 0 66 0 0 1200 399 1665 566458 251564 302141 239033 200338 1559534 0.68829 0.74498 0.06614 0.03896 X Schedule A, Part III, Line 12 Miscellaneous Income 2929482 147175 191671 0 158916 0 3109412 2634042 50675 388663 0 143898 0 2929482 2691936 162096 -57594 0 162396 0 2634042 2734887 105518 16280 0 164749 0 2691936 2461053 236700 210520 0 173386 0 2734887 0.04 0.76 0.2 1 1 1 0 0 0 0 0 0 0 0 11718 11718 0 0 22243 22243 0 0 0 0 0 0 JFC Money Fund 316055 F JFC Main Investment Fund 2441245 F JFC MAP Fund 324331 F 3081631 Due From Jewish Family Service Association 406286 406286 0 X Schedule D, Part V, Line 4 The earnings from endowment funds are used to fund the programs of the organization Schedule D, Part X, Line 2 The Internal Revenue Service has ruled that JFSA, CAH, HSH and PLAN qualify under Section 501(c)(3) of the Internal Revenue Code and are, therefore, not subject to tax under present federal income tax laws. The Association has not been classified as a private foundation within the meaning of Section 509(a) and does qualify for deductible contributions. CCR is a for-profit limited liability partnership. 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 expenses for the years ended June 30, 2018 and 2017. 0 1 0 0 0 0 0 0 0 Susan Bichsel President and Chief Executive Officer 4156 245194 333 19667 199 11731 0 0 828 55826 5516 332418 David Hlavac Vice President and Chief Financial Officer 2741 161695 85 5015 0 0 0 0 377 22245 3203 188955 Schedule J, Part I, Line 3 see Form 990, Schedule O, 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 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 3659 South Green Road Suite 322 Beachwood 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 3659 South Green Road Suite 316 Beachwood OH 44122 341861745 Provides in home services OH 12 501(c)(3) Jewish Family Service Association 0 Independent Montefiore Shelter Home 3659 South Green Road Suite 322 Beachwood OH 44122 340845389 Provide emergency and temporary housing with onsite client services to Jewish homeless OH 7 501(c)(3) Jewish Family Service Association 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 1 1 1