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JEWISH FAMILY SERVICE ASSOCIATION OF CLEVELAND OHIO: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
JEWISH FAMILY SERVICE ASSOCIATION OF CLEVELAND OHIO (EIN 34-0714441)
Tax period
2017-07-01 to 2018-06-30
Filed
2019-05-13
IRS object ID
201931339349305603
Schema version
2017v2.0
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)
Return2019-05-13T13:17:59-07:00ReturnTs
Tax Period End2018-06-30TaxPeriodEndDt

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 Line132125 Solon RoadAddressLine1Txt
CityClevelandCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44139ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2017-07-01TaxPeriodBeginDt

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 Line13659 SOUTH GREEN ROAD SUITE 322AddressLine1Txt
CityBEACHWOODCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44122ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSusan BichselPersonNm
Person TitlePresident and CEOPersonTitleTxt
Phone2165042600PhoneNum
Signature2019-05-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJacob CookPreparerPersonNm
PTINP01240455PTIN
Phone4402488787PhoneNum
Preparation2019-05-13PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address104.129.196.109IPv4AddressTxt
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerSusan BichselPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line13659 South Green RdAddressLine1Txt
Address Line2Suite 322AddressLine2Txt
CityBeachwoodCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44122ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$24,881,993GrossReceiptsAmt
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 Body69VotingMembersGoverningBodyCnt
Voting Members Independent68VotingMembersIndependentCnt
Total Employee643TotalEmployeeCnt
Total Volunteers198TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$7,337,155PYContributionsGrantsAmt
CY Contributions Grants$7,263,264CYContributionsGrantsAmt
PY Program Service Revenue$18,312,291PYProgramServiceRevenueAmt
CY Program Service Revenue$17,479,065CYProgramServiceRevenueAmt
PY Investment Income$131,123PYInvestmentIncomeAmt
CY Investment Income$126,103CYInvestmentIncomeAmt
PY Other Revenue$13,888PYOtherRevenueAmt
CY Other Revenue$13,561CYOtherRevenueAmt
PY Total Revenue$25,794,457PYTotalRevenueAmt
CY Total Revenue$24,881,993CYTotalRevenueAmt
PY Grants And Similar Paid$1,698,770PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,988,740CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$18,555,307PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$18,567,372CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$322,915CYTotalFundraisingExpenseAmt
PY Other Expenses$4,176,701PYOtherExpensesAmt
CY Other Expenses$3,894,210CYOtherExpensesAmt
PY Total Expenses$24,430,778PYTotalExpensesAmt
CY Total Expenses$24,450,322CYTotalExpensesAmt
PY Revenues Less Expenses$1,363,679PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$431,671CYRevenuesLessExpensesAmt
Total Assets BOY$27,300,404TotalAssetsBOYAmt
Total Assets EOY$29,489,506TotalAssetsEOYAmt
Total Liabilities BOY$7,569,670TotalLiabilitiesBOYAmt
Total Liabilities EOY$7,713,077TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$19,730,734NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$21,776,429NetAssetsOrFundBalancesEOYAmt
MissionJFSA is dedicated to providing individuals and families with solutions to face life's challenges with confidenceMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$13,338,261ExpenseAmt
Revenue$13,397,484RevenueAmt
DescAscentia -Achieving Potential empowers individuals with mental illness and developmental disabilities to achieve greater independence and inclusivity.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$3,013,540ExpenseAmt
Grant$0GrantAmt
Revenue$3,190,318RevenueAmt
DescProvides 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 Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$2,254,353ExpenseAmt
Revenue$845,172RevenueAmt
DescProvides 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 Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$2,158,691ExpenseAmt
Grant$1,988,740GrantAmt
Revenue$46,091RevenueAmt
DescProvides 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$2,158,691TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$1,988,740TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$46,091TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$20,764,845TotalProgramServiceExpensesAmt
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
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
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 With Officer EntYes (1)BusinessRlnWithOfficerEntInd
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 Document101IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee643EmployeeCnt
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
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members69GoverningBodyVotingMembersCnt
Independent Voting Member68IndependentVotingMemberCnt
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 Line13659 SOUTH GREEN ROADAddressLine1Txt
Address Line2SUITE 322AddressLine2Txt
CityBEACHWOODCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44122ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (74 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
Harvey Kotler
Chair10.1Yes (X)Yes (X)$0$0$0
Dan Zelman
Vice Chair/Chair Elect10.1Yes (X)Yes (X)$0$0$0
David Rosenberg
Vice Chair10.1Yes (X)Yes (X)$0$0$0
Michael Weiner
Vice Chair10.1Yes (X)Yes (X)$0$0$0
Michael Klein
Treasurer10.1Yes (X)Yes (X)$0$0$0
Michael Guggenheim
Assistant Treasurer10.1Yes (X)Yes (X)$0$0$0
Dara Yanowitz
Secretary10.1Yes (X)Yes (X)$0$0$0
Trish Adler
Director0.30.1Yes (X)$0$0$0
Marilyn Bedol
Director0.30.1Yes (X)$0$0$0
Gary Bilchik
Director0.30.1Yes (X)$0$0$0
Eileen Blattner
Director0.30.1Yes (X)$0$0$0
Robert Blattner
Director0.30.1Yes (X)$0$0$0
Cynthia Bruml
Director0.30.1Yes (X)$0$0$0
Carol Burg
Director0.30.1Yes (X)$0$0$0
Philip Cohen
Immediate Past President0.30.1Yes (X)$0$0$0
Bonnie Cole
Director0.30.1Yes (X)$0$0$0
Ethan Cohen
Director0.30.1Yes (X)$0$0$0
Grant Dinner
Director0.30.1Yes (X)$0$0$0
Chicky Drost
Director0.30.1Yes (X)$0$0$0
David Goldberg
Director0.30.1Yes (X)$0$0$0
Michelle Goldberg
Director0.30.1Yes (X)$0$0$0
Sandy Goldman
Director0.30.1Yes (X)$0$0$0
Allan Goldner
Director0.30.1Yes (X)$0$0$0
Sally Good
Director0.30.1Yes (X)$0$0$0
Sidney Good
Director0.30.1Yes (X)$0$0$0
Bruce Goodman
Director0.30.1Yes (X)$0$0$0
Herbert Goulder
Director0.30.1Yes (X)$0$0$0
Alvin Gray
Director0.30.1Yes (X)$0$0$0
Richard Halle
Director0.30.1Yes (X)$0$0$0
Kent Hayes
Director0.30.1Yes (X)$0$0$0
Jean Heflich
Director0.30.1Yes (X)$0$0$0
John Herman
Director0.30.1Yes (X)$0$0$0
Michelle Hirsch
Director0.30.1Yes (X)$0$0$0
Robert Immerman
Director0.30.1Yes (X)$0$0$0
Donald Jacobson
Director0.30.1Yes (X)$0$0$0
Suellen Kadis
Director0.30.1Yes (X)$0$0$0
David Kaufman
Director0.30.1Yes (X)$0$0$0
Dolores Kleinman
Director0.30.1Yes (X)$0$0$0
Andrew Kohn
Director0.30.1Yes (X)$0$0$0
Marvin Lader
Director0.30.1Yes (X)$0$0$0
Sherelynn Lehman
Director0.30.1Yes (X)$0$0$0
Arthur Mayers
Director0.30.1Yes (X)$0$0$0
Chuck Mintz
Director0.30.1Yes (X)$0$0$0
Patricia Mintz
Director0.30.1Yes (X)$0$0$0
Karen Newborn
Director0.30.1Yes (X)$0$0$0
Allan Pearl
Director0.30.1Yes (X)$0$0$0
Shari Perlmuter
Director0.30.1Yes (X)$0$0$0
Michael Peterman
Director0.30.1Yes (X)$0$0$0
Kevin Robertson
Director0.30.1Yes (X)$0$0$0
Charles Rosenberg
Director0.30.1Yes (X)$0$0$0
Larry Rothstein
Director0.30.1Yes (X)$0$0$0
Robert Schwartz
Director0.30.1Yes (X)$0$0$0
Eric Shapiro
Dicector0.30.1Yes (X)$0$0$0
Leo Silberman
Director0.30.1Yes (X)$0$0$0
James Spira
Director0.30.1Yes (X)$0$0$0
Myrna Spira
Director0.30.1Yes (X)$0$0$0
Eleanor Steigman
Director0.30.1Yes (X)$0$0$0
David Strauss
Director0.30.1Yes (X)$0$0$0
Will Sukenik
Director0.30.1Yes (X)$0$0$0
Eric Synenberg
Director0.30.1Yes (X)$0$0$0
Rabbi Allison Vann
Director0.30.1Yes (X)$0$0$0
Sally Wagner
Director0.30.1Yes (X)$0$0$0
Philip Wasserstrom
Director0.30.1Yes (X)$0$0$0
Sally Wertheim
Director0.30.1Yes (X)$0$0$0
John Wirtshafter
Director0.30.1Yes (X)$0$0$0
Jonathon Wise
Director0.30.1Yes (X)$0$0$0
William Wortzman
Director0.30.1Yes (X)$0$0$0
Matthew Wyner
Director0.30.1Yes (X)$0$0$0
Susan Bichsel
President & CEO4020Yes (X)Yes (X)$187,520$93,760$56,654
David Hlavac
Vice President and CFO4020Yes (X)$113,024$56,512$22,622
Timothy Williams
Chief Information Officer4020$86,542$43,271$29,292Yes (X)
Thierry Riek
Director of Planning and Performance4020$72,198$36,099$38,121Yes (X)
Deana Couture
Psychiatrist600$103,650$0$17,960Yes (X)
Debbie Chickering
Executive Director- Ascentia555$92,982$8,453$24,661Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$655,916TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$238,095TotReportableCompRltdOrgAmt
Total Other Compensation$189,310TotalOtherCompensationAmt
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$3,522,787FederatedCampaignsAmt
Membership Dues$0MembershipDuesAmt
Fundraising$0FundraisingAmt
Related Organizations$0RelatedOrganizationsAmt
Government Grants$545,187GovernmentGrantsAmt
All Other Contributions$3,195,290AllOtherContributionsAmt
Noncash Contributions$0NoncashContributionsAmt
Total Contributions$7,263,264TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
Ascentia900099$13,397,484$13,397,484$0$0
Older Adults900099$845,172$845,172$0$0
In Home Services900099$3,190,318$3,190,318$0$0
Services for Families900099$46,091$46,091$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$17,479,065TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$126,103TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$126,103ExclusionAmt

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

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt
Other$0OtherAmt
FieldValueIRS element (for citing)
Contri Rpt Fundraising Event$0ContriRptFundraisingEventAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMiscellaneous IncomeDesc
Business900099BusinessCd
Total Revenue Column$13,561TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$13,561ExclusionAmt

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$13,561OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$24,881,993TotalRevenueColumnAmt
Related Or Exempt Func Income$17,479,065RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$139,664ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$1,988,740TotalAmt
Program Services$1,988,740ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$352,922TotalAmt
Management And General$352,922ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$15,467,554TotalAmt
Program Services$13,527,649ProgramServicesAmt
Management And General$1,716,763ManagementAndGeneralAmt
Fundraising$223,142FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$335,562TotalAmt
Program Services$176,012ProgramServicesAmt
Management And General$152,949ManagementAndGeneralAmt
Fundraising$6,601FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$1,523,251TotalAmt
Program Services$1,322,368ProgramServicesAmt
Management And General$186,767ManagementAndGeneralAmt
Fundraising$14,116FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$888,083TotalAmt
Program Services$737,524ProgramServicesAmt
Management And General$133,804ManagementAndGeneralAmt
Fundraising$16,755FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$174,689TotalAmt
Program Services$38,081ProgramServicesAmt
Management And General$136,608ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$25,953TotalAmt
Management And General$25,953ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$155,451TotalAmt
Management And General$155,451ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$384,162TotalAmt
Program Services$339,702ProgramServicesAmt
Management And General$28,401ManagementAndGeneralAmt
Fundraising$16,059FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$115,770TotalAmt
Program Services$77,200ProgramServicesAmt
Management And General$36,519ManagementAndGeneralAmt
Fundraising$2,051FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$754,392TotalAmt
Program Services$646,237ProgramServicesAmt
Management And General$102,332ManagementAndGeneralAmt
Fundraising$5,823FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$266,109TotalAmt
Program Services$220,913ProgramServicesAmt
Management And General$30,376ManagementAndGeneralAmt
Fundraising$14,820FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$437,056TotalAmt
Program Services$262,118ProgramServicesAmt
Management And General$161,698ManagementAndGeneralAmt
Fundraising$13,240FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$439,102TotalAmt
Program Services$418,537ProgramServicesAmt
Management And General$20,421ManagementAndGeneralAmt
Fundraising$144FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$238,749TotalAmt
Program Services$210,490ProgramServicesAmt
Management And General$28,259ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$140,071TotalAmt
Program Services$127,976ProgramServicesAmt
Management And General$12,095ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Staff Recruitment and Development$123,889$88,711$34,828$350
Supplies$400,079$390,967$392$8,720
All Other Expenses$113,971$105,271$7,606$1,094
Bad Debt Expense$124,767$86,349$38,418$0

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$24,450,322TotalAmt
Program Services$20,764,845ProgramServicesAmt
Management And General$3,362,562ManagementAndGeneralAmt
Fundraising$322,915FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$2,746,004BOYAmt
EOY$2,576,402EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,611,884BOYAmt
EOY$2,930,210EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,939,184BOYAmt
EOY$1,681,927EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$300,252BOYAmt
EOY$335,549EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$6,703,831LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$2,646,843LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,166,119BOYAmt
EOY$4,056,988EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$10,703,540BOYAmt
EOY$8,930,256EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$2,056,578BOYAmt
EOY$2,046,424EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$6,776,843BOYAmt
EOY$6,931,750EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$27,300,404BOYAmt
EOY$29,489,506EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,426,387BOYAmt
EOY$1,577,153EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$329,249BOYAmt
EOY$271,098EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$119,928BOYAmt
EOY$58,560EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$5,694,106BOYAmt
EOY$5,806,266EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$7,569,670BOYAmt
EOY$7,713,077EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$5,562,757BOYAmt
EOY$7,224,913EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$7,567,924BOYAmt
EOY$7,868,256EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$6,600,053BOYAmt
EOY$6,683,260EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$19,730,734BOYAmt
EOY$21,776,429EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$27,300,404BOYAmt
EOY$29,489,506EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$431,671ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$965,917NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts$0DonatedServicesAndUseFcltsAmt
Investment Expense$0InvestmentExpenseAmt
Prior Period Adjustments$0PriorPeriodAdjustmentsAmt
Other Changes In Net Assets$648,107OtherChangesInNetAssetsAmt
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$6,274,103CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$7,362,043CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,622,853CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$7,337,155CurrentTaxYearMinus1YearAmt
Current Tax Year$7,263,264CurrentTaxYearAmt
Total$34,859,418TotalAmt

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$6,274,103CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$7,362,043CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,622,853CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$7,337,155CurrentTaxYearMinus1YearAmt
Current Tax Year$7,263,264CurrentTaxYearAmt
Total$34,859,418TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$34,859,418PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$88,723CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$88,820CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$87,721CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$99,707CurrentTaxYearMinus1YearAmt
Current Tax Year$126,103CurrentTaxYearAmt
Total$491,074TotalAmt

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$61,512CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$45,250CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$21,909CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$13,888CurrentTaxYearMinus1YearAmt
Current Tax Year$13,561CurrentTaxYearAmt
Total$156,120TotalAmt
FieldValueIRS element (for citing)
Total Support$35,506,612TotalSupportAmt
Gross Receipts Rltd Activities$87,855,831GrossReceiptsRltdActivitiesAmt
Public Support CY1700.98177PublicSupportCY170Pct
Public Support PY1700.98312PublicSupportPY170Pct
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

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$13,056,630BeginningYearBalanceAmt
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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$10,407,611BeginningYearBalanceAmt
Contributions$519,290ContributionsAmt
Investment Earnings Or Losses$4,656InvestmentEarningsOrLossesAmt
Grants Or Scholarships$0GrantsOrScholarshipsAmt
Other Expenditures$212,176OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$10,719,381EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$8,727,573BeginningYearBalanceAmt
Contributions$703,866ContributionsAmt
Investment Earnings Or Losses$1,162,124InvestmentEarningsOrLossesAmt
Grants Or Scholarships$0GrantsOrScholarshipsAmt
Other Expenditures$185,952OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$10,407,611EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.11BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.7PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.19TermEndowmentBalanceEOYPct
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$246,576OtherCostOrOtherBasisAmt
Book Value$246,576BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$1,599,148OtherCostOrOtherBasisAmt
Depreciation$1,252,005DepreciationAmt
Book Value$347,143BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$363,947OtherCostOrOtherBasisAmt
Depreciation$229,744DepreciationAmt
Book Value$134,203BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$1,421,816OtherCostOrOtherBasisAmt
Depreciation$1,165,094DepreciationAmt
Book Value$256,722BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$3,072,344OtherCostOrOtherBasisAmt
Depreciation$0DepreciationAmt
Book Value$3,072,344BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$4,056,988TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (4 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
JFC Main Investment Fund$4,496,293F
JFC MAP Fund$614,414F
JFC Money Fund$2,721,573F
Other cash and investments$1,097,976F
FieldValueIRS element (for citing)
Total Book Value Securities$8,930,256TotalBookValueSecuritiesAmt

Invst Program Related Org InvstProgramRelatedOrgGrp

FieldValueIRS element (for citing)
DescStudent LoansDesc
Book Value$2,046,424BookValueAmt
Method ValuationCMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Program Rltd$2,046,424TotalBookValueProgramRltdAmt

Other Assets Org OtherAssetsOrgGrp (3 entries)

DescDescBook ValueBookValueAmt
Assets held by Jewish Federation of Cleveland$6,495,971
Computer Software , net$164,681
Custodial Assets$271,098
FieldValueIRS element (for citing)
Total Book Value Other Assets$6,931,750TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)

DescDescAmtAmt
Accrued Pension Liability$3,034,232
Due to Jewish Community Care at Home$1,926,305
Due to Independent Montefiore Home$439,443
Due to Planned Lifetime Assistance Network$406,286
FieldValueIRS element (for citing)
Total Liability$5,806,266TotalLiabilityAmt
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 Ascentia-Achieving Potential, Caring at Home, Strengthening Families, and Empowering Youth Programs
Schedule D, Part X, Line 2The 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.

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
Ascentia Program - Financial Assistance20$13,121$3,776FMVClothing
Older Adults Program - Financial Assistance815$534,345$0FMV
Families Program - Financial Assistance69$98,783$0FMV
Families Program - Student Financial Aid220$1,338,715$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 program 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
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
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 OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Susan Bichsel
President & CEO$166,233$83,117$13,333$6,667$7,954$3,976$0$0$37,770$18,885$225,290$112,645$0$0
David Hlavac
Vice President and CFO$109,624$54,812$3,400$1,700$0$0$0$0$15,081$7,541$128,105$64,053$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule J, Part I, Line 3See schedule O, Form 990,Part VI, Section B, Line 15
Schedule J, Part I, Line 4Susan Bichsel participated in a deferred compensation plan - $ 7,000

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

FieldValueIRS element (for citing)
PersonWill SukenikPersonNm
FieldValueIRS element (for citing)
Relationship DescriptionBoard MemberRelationshipDescriptionTxt
Transaction$293,440TransactionAmt
TransactionOrganization leases space at fair market value from company owned by board memberTransactionDesc
Sharing Of Revenues0SharingOfRevenuesInd

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; 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 Conflict 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

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
Mesila Cleveland LLC
3659 South Green RdSuite 322BeachwoodOH44122273780493Provides financial counseling to low income clientsOH$0$0Jewish Family Service Association
Center for Cognition and Recovery LLC
3659 South Green RoadSuite 315BeachwoodOH44122271148439Facilitate successful provision and dissemination of Cognitive Enhancement Therapy nationallyOH-$163,921$510,181Jewish Family Service Association

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
Jewish Community Care at Home
3659 South Green RoadSuite 316BeachwoodOH44122341861745In Home ServicesOH501(c)(3)12Jewish Family Service AssociationYes (1)
Independent Montefiore Shelter Home
3659 South Green RoadSuite 322BeachwoodOH44122340845389Provide emergency and temporary housing with on-site client services to Jewish homelessOH501(c)(3)7Jewish Family Service AssociationYes (1)
Planned Lifetime Assistance Network of Northeast Ohio
3659 South Green RdSuite 322BeachwoodOH44122341621291Help those challenged by chronic mental illness progress in their recoveryOH501(c)(3)10Jewish Family Service AssociationYes (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
o$1,569,646
Jewish Community Care at Home
s$3,031,431