2016-05-12T10:35:56-07:00 2015-06-30 990 2014-07-01 340714441 JEWISH FAMILY SERVICE ASSOCIATION OF CLEVELAND OHIO JEWI 2165042600 3659 SOUTH GREEN ROAD SUITE 322 BEACHWOOD OH 44122 Susan Bichsel President and CEO 2165042600 2016-05-12 2014 2016-08-17 19:52:53Z Susan Bichsel 3659 South Green Road Suite 322 Beachwood OH 44122 25805911 0 X WWW.JFSA-CLEVELAND.ORG X 1907 OH A PRIVATE NON-PROFIT ORGANIZATION THAT STRENGTHENS FAMILIES BY PROVIDING SERVICES TO THE JEWISH AND BROADER COMMUNITIES IN NORTHEAST OHIO. GUIDED BY TRADITIONAL JEWISH VALUES OF COMMUNAL RESPONSIBILITY AND SOCIAL JUSTICE, THE ORGANIZATION PROVIDES A VARIETY OF SERVICES FOR OLDER ADULTS, DISABLED INDIVIDUALS, FAMILIES IN CRISIS AND STUDENTS. 71 70 673 216 0 0 6274103 7362043 15278134 18323290 108566 101925 -5284 10341 21655519 25797599 1389569 1417510 0 0 15508696 18176691 0 0 260017 3727990 4064452 20626255 23658653 1029264 2138946 22590557 24800890 7463019 8069894 15127538 16730996 A PRIVATE NON-PROFIT ORGANIZATION THAT STRENGTHENS FAMILIES AND INDIVIDUALS BY PROVIDING SERVICES TO THE JEWISH AND BROADER COMMUNITIES IN NORTHEAST OHIO. GUIDED BY TRADITIONAL JEWISH VALUES OF COMMUNAL RESPONSIBILITY AND SOCIAL JUSTICE, THE ORGANIZATION IS COMMITTED TO ENHANCING EVERY INDIVIDUAL'S ABILITY TO THRIVE IN OUR COMMUNITY. 0 0 12895326 41612 13043356 ASCENTIA PATHWAYS TO COMMUNITY LIVING PROVIDED SERVICES TO APPROXIMATELY 1716 INDIVIDUALS WITH CHRONIC MENTAL DISABILITIES INCLUDING MENTAL RETARDATION, SEVERE MENTAL ILLNESS, AND TRAUMATIC BRAIN INJURY. SERVICES WERE PROVIDED TO ALLOW THESE INDIVIDUALS TO FUNCTION IN A COMMUNITY SETTING WHILE MANAGING THEIR ILLNESS 3898130 0 4399314 SERVICES PROVIDED PRIMARILY TO APPROXIMATELY 201 OLDER ADULTS IN THEIR HOME. SERVICES INCLUDE PERSONAL CARE, PHYSICAL THERAPY,NURSING,AND OCCUPATIONAL THERAPY. THESE SERVICES ALLOW CLIENTS TO CONTINUE LIVING INDEPENDENTLY, REDUCING THE POTENTIAL COST OF INSTITUTIONAL CARE. 1955724 403249 851085 SERVICES FOR APPROXIMATELY 2305 OLDER ADULTS INCLUDING HOMEBOUND AGING REFUGEES AND HOLOCAUST SURVIVORS. A WIDE VARIETY OF SERVICES ALLOWED THESE INDIVIDUALS TO CONTINUE LIVING INDEPENDENTLY, REDUCING THE POTENTIAL COST OF INSTITUTIONAL CARE. IN ADDITION, SOCIALIZATION OPPORTUNITIES IMPROVE THE QUALITY OF LIFE FOR OUR CLIENTS AND THEIR FAMILIES. 1570641 972649 42640 SERVICES TO APPROXIMATELY 2248 MEMBERS EXPERIENCING SOME TYPE OF CRISIS INCLUDING SUPPORT TO VICTIMS OF DOMESTIC VIOLENCE, JOB SEEKERS, AND COLLEGE STUDENTS. THESE SERVICES HELP OUR CLIENTS COPE WITH THE ISSUES THEY FACE AND ENABLES THEM TO MAINTAIN THEIR PLACE IN THE COMMUNITY. 1570641 972649 42640 20319821 1 1 0 0 0 0 0 0 1 1 1 1 1 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 0 1 114 0 673 1 0 0 0 0 0 0 0 0 0 0 X 71 70 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 OH X DAVID HLAVAC VP and CFO 2165042600 3659 SOUTH GREEN ROAD SUITE 322 BEACHWOOD OH 44122 Philip Cohen Chair 1 0.1 X X 0 0 0 Cynthia Bruml Vice Chair 1 0.1 X X 0 0 0 Ethan Cohen Vice Chair 1 0.1 X X 0 0 0 Michael Weiner Treasurer 1 0.1 X X 0 0 0 Michael Klein Assistant Treasurer 1 0.1 X X 0 0 0 David Rosenberg Secretary 1 0.1 X X 0 0 0 Hinda Abramoff Director 0.3 0.1 X 0 0 0 Trish Adler Director 0.3 0.1 X 0 0 0 Michael Baron Director 0.3 0.1 X 0 0 0 Marilyn Bedol Director 0.3 0.1 X 0 0 0 Gary Bilchik Director 0.3 0.1 X 0 0 0 Janice Bilchik Director 0.3 0.1 X 0 0 0 Eileen Blattner Director 0.3 0.1 X 0 0 0 Robert Blattner Director 0.3 0.1 X 0 0 0 Carol Burg Director 0.3 0.1 X 0 0 0 Bonnie Cole Director 0.3 0.1 X 0 0 0 Robert Deitz Director 0.3 0.1 X 0 0 0 Grant Dinner Director 0.3 0.1 X 0 0 0 Chicky Drost Director 0.3 0.1 X 0 0 0 Morton Epstein Director 0.3 0.1 X 0 0 0 Harold Friedman Director 0.3 0.1 X 0 0 0 David Goldberg Director 0.3 0.1 X 0 0 0 Sandy Goldman Director 0.3 0.1 X 0 0 0 Lev Gonick Director 0.3 0.1 X 0 0 0 Sally Good Director 0.3 0.1 X 0 0 0 Sidney Good Director 0.3 0.1 X 0 0 0 Bruce Goodman Director 0.3 0.1 X 0 0 0 Mark Goren Director 0.3 0.1 X 0 0 0 Herbert Goulder Director 0.3 0.1 X 0 0 0 Alvin Gray Director 0.3 0.1 X 0 0 0 Michael Guggenheim Director 0.3 0.1 X 0 0 0 Kent Hayes Director 0.3 0.1 X 0 0 0 Jean Heflich Director 0.3 0.1 X 0 0 0 John Herman Director 0.3 0.1 X 0 0 0 Michelle Hirsch Director 0.3 0.1 X 0 0 0 Robert Immerman Immediate Past Chair 0.3 0.1 X 0 0 0 Donald Jacobson Director 0.3 0.1 X 0 0 0 Suellen Kadis Director 0.3 0.1 X 0 0 0 David Kaufman Director 0.3 0.1 X 0 0 0 Nathan Klein Director 0.3 0.1 X 0 0 0 Dolores Kleinman Director 0.3 0.1 X 0 0 0 Andrew Kohn Director 0.3 0.1 X 0 0 0 Melissa Korland Director 0.3 0.1 X 0 0 0 Harvey Kotler Director 0.3 0.1 X 0 0 0 Marvin Lader Director 0.3 0.1 X 0 0 0 Sherelynn Lehman Director 0.3 0.1 X 0 0 0 Arthur Mayers Director 0.3 0.1 X 0 0 0 Chuck Mintz Director 0.3 0.1 X 0 0 0 Patricia Mintz Director 0.3 0.1 X 0 0 0 Karen Newborn Director 0.3 0.1 X 0 0 0 Allan Pearl Director 0.3 0.1 X 0 0 0 Shari Perlmuter Director 0.3 0.1 X 0 0 0 Michael Peterman Director 0.3 0.1 X 0 0 0 Kevin Robertson Director 0.3 0.1 X 0 0 0 Charles Rosenberg Director 0.3 0.1 X 0 0 0 Larry Rothstein Director 0.3 0.1 X 0 0 0 Robert Schwartz Director 0.3 0.1 X 0 0 0 Leo Silberman Director 0.3 0.1 X 0 0 0 James Spira Director 0.3 0.1 X 0 0 0 Myrna Spira Director 0.3 0.1 X 0 0 0 Eleanor Steigman Director 0.3 0.1 X 0 0 0 David Strauss Director 0.3 0.1 X 0 0 0 Will Sukenik Director 0.3 0.1 X 0 0 0 Rabbi Allison Vann Director 0.3 0.1 X 0 0 0 Sally Wagner Director 0.3 0.1 X 0 0 0 Philip Wasserstrom Director 0.3 0.1 X 0 0 0 Sally Wertheim Director 0.3 0.1 X 0 0 0 John Wirtshafter Director 0.3 0.1 X 0 0 0 Jonathon Wise Director 0.3 0.1 X 0 0 0 William Wortzman Director 0.3 0.1 X 0 0 0 Susan Bichsel President & CEO 40 20 X 185271 92636 39738 David Hlavac Vice President and CFO 40 20 X 105187 52593 20747 Timothy Williams Chief Information Officer 40 20 X 76812 38406 21720 Jaymie Shanker Psychiatrist 60 0 X 157001 0 30486 Thierry Riek Director of Planning and Performance 40 20 X 68423 34211 33365 592694 217846 146056 3 0 1 0 0 3832659 0 0 0 859125 2670259 0 7362043 Ascentia 900099 13030251 13030251 0 0 In Home Services 900099 4399314 4399314 0 0 Older Adult Services 900099 851085 851085 0 0 Services for Families 900099 42640 42640 0 0 0 0 0 0 18323290 88820 0 0 88820 0 0 0 0 0 0 0 0 0 0 0 21417 0 8312 0 13105 13105 13105 0 0 0 Miscellaneous Revenue 900099 10341 0 0 10341 0 0 0 0 10341 25797599 18336395 0 99161 0 0 1417510 1417510 0 0 0 0 589361 0 589361 15171191 13593596 1350972 226623 237867 118261 117149 2457 1351910 1156100 181086 14724 826362 699789 110021 16552 86714 17375 69339 26628 26628 139333 139333 544362 480152 62905 1305 140381 112336 22359 5686 867399 717843 139366 10190 179910 139356 33804 6750 442097 298339 125997 17761 453401 444614 8762 25 19794 19794 281419 252119 27651 1649 149251 136080 13171 Staff Development and Recruitment 152929 119477 32851 601 Supplies 424618 401779 22208 631 All Other Expenses 15413 54498 5852 -44937 Bad Debt Expense 140803 140803 0 0 23658653 20319821 3078815 260017 1625744 2180046 59061 1834517 2557520 1845052 2311586 0 0 0 0 0 0 0 0 84583 116721 4849177 3528076 1544059 1321101 0 8353637 9055255 1998829 2040522 5304136 5159078 22590557 24800890 2247105 2430949 215183 261302 0 853155 275209 4147576 5102434 7463019 8069894 X 2910158 3525681 6048983 7028075 6168397 6177240 15127538 16730996 22590557 24800890 X 2138946 -50633 0 0 0 -484855 X 0 1 X 1 0 X 7114796 6734498 6841494 6274103 7362043 34326934 0 0 0 0 0 0 0 0 0 0 0 7114796 6734498 6841494 6274103 7362043 34326934 34326934 31236 33098 82698 88723 88820 324575 0 0 0 0 0 0 231112 9038 1100 61512 45250 348012 34999521 74985020 0.98078 0.98269 X Schedule A, Part II, Line 10 Miscellaneous Revenue RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 10407611 519290 4656 0 212176 0 10719381 8727573 703866 1162124 0 185952 0 10407611 6820706 1376096 672971 0 142200 0 8727573 6004416 1177794 -223983 0 137521 0 6820706 3930680 1456727 759118 0 142109 0 6004416 0.12 0.72 0.16 1 0 0 246576 246576 0 1599148 1114935 484213 0 412166 182396 229770 0 2591287 2230745 360542 0 0 0 0 1321101 JFC Main Investment Fund 6339370 F JFC MAP Fund 756004 F JFC Money Fund 1958881 F Other Cash and Investments 1000 F 9055255 Student Loans 2040522 C 2040522 Assets held by the Jewish Federation of Cleveland 4766527 Custodial Assets 261302 Computer software - net 131249 5159078 0 Accrued Pension Liability 3361718 Due to Jewish Communiy Care at Home 1245219 Due to Independent Montefiore Shelter Home 234964 Due to Planned Lifetime Assistance Network 260533 5102434 X Schedule D, Part IV, Line 2b Custodial funds are maintained as part of the services provided for clients by the organization Schedule D, Part V, Line 4 The earnings from Endowment Funds are intended to be used to provide services to Ascentia, Older Adults, Families and Student Financial Assistance programs. 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. The consolidated entities' open audit periods are fiscal 2012 through current. 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, 2015 and 2014. 1 Ascentia Program - Financial Assistance 47 38780 2832 FMV Clothing Older Adults Program - Financial Assistance 1001 403249 0 Families Program - Financial Assistance 79 58863 0 Families Program - Student Financial Aid 201 913786 0 Schedule I, Part I, Line 2 Criteria 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. X X X X 0 1 0 0 0 0 0 0 0 Susan Bichsel President & CEO 161271 80636 24000 12000 0 0 3333 1667 23159 11579 211763 105882 0 0 David Hlavac Vice President and CFO 99907 49953 5280 2640 0 0 0 0 13831 6916 119018 59509 0 0 Jaymie Shanker Psychiatrist 155851 0 1150 0 0 0 0 0 30486 0 187487 0 0 0 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 - $3,333 Will Sukenik Board Member 294772 Organization leases space at fair market value from company owned by board member 0 Form 990, Part VI, Section A, Line 2 Gary Bilchik, Janice Bilchik-family relationship; 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 Conflict 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 are reviewed and approved by the Compensation Committee. Form 990, Part VI, Section C, Line 19 The organization makes its financial statements available to the public in its annual report. The governing documents and conflict of interest policy are not made available to the public. Form 990, Part XI, Line 9 Change in Unfunded Pension Liability - (382,621); Interest Rate Swap - 10,341, Reclass PLAN Board Designated Funds - (112,575) Mesila Cleveland LLC 3659 South Green Rd Suite 322 Beachwood OH 44122 273780493 Provides financial counseling to low income clients OH 0 0 Jewish Family Service Association Center for Cognition and Recovery LLC 3659 South Green Road Suite 315 Beachwood OH 44122 271148439 Facilitate successful provision and dissemination of Cognitive Enhancement Therapy nationally OH 150422 37229 Jewish Family Service Association Jewish Community Care at Home 3659 South Green Road Suite 316 Beachwood OH 44122 341861745 In Home Services OH 501(c)(3) 11 Jewish Family Service Association 1 Independent Montefiore Shelter Home 3659 South Green Road Suite 322 Beachwood OH 44122 340845389 Provide emergency and temporary housing with on-site client services to Jewish homeless OH 501(c)(3) 7 Jewish Family Service Association 1 Planned Lifetime Assistance Network of Northeast Ohio 3659 South Green Rd Suite 322 Beachwood OH 44122 341621291 Help those challenged by chronic mental illness progress in their recovery OH 501(c)(3) 9 Jewish Family Service Association 1 0 0 0 0 1 0 0 0 0 0 0 1 0 1 1 1 1 1 1 Jewish Community Care at Home o 2170173 Cost Jewish Community Care at Home s 4663825 cost Jewish Community Care at Home r 107811 COST