JEWISH FAMILY SERVICE ASSOCIATION OF CLEVELAND OHIO: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- JEWISH FAMILY SERVICE ASSOCIATION OF CLEVELAND OHIO (EIN 34-0714441)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-05-15
- IRS object ID
- 201531359349302633
- Schema version
- 2013v4.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-15T09:35:20-07:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 340714441 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWISH FAMILY SERVICE ASSOCIATION OF CLEVELAND OHIO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JEWI | BusinessNameControlTxt |
| Phone | 2165042600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3659 SOUTH GREEN ROAD | AddressLine1 |
| Address Line2 | SUITE 322 | AddressLine2 |
| City | BEACHWOOD | City |
| State | OH | State |
| ZIP Code | 44122 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Susan Bichsel | PersonNm |
| Person Title | President and CEO | PersonTitleTxt |
| Phone | 2165042600 | PhoneNum |
| Signature | 2015-05-15 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Susan Bichsel | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3659 South Green Road | AddressLine1 |
| Address Line2 | Suite 322 | AddressLine2 |
| City | Beachwood | City |
| State | OH | State |
| ZIP Code | 44122 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $21,722,315 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.JFSA-CLEVELAND.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1907 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 73 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 72 | VotingMembersIndependentCnt |
| Total Employee | 653 | TotalEmployeeCnt |
| Total Volunteers | 277 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,841,494 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,274,103 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $14,595,071 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $15,278,134 | CYProgramServiceRevenueAmt |
| PY Investment Income | $93,698 | PYInvestmentIncomeAmt |
| CY Investment Income | $108,566 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,100 | PYOtherRevenueAmt |
| CY Other Revenue | -$5,284 | CYOtherRevenueAmt |
| PY Total Revenue | $21,531,363 | PYTotalRevenueAmt |
| CY Total Revenue | $21,655,519 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,338,099 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,389,569 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $15,256,889 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $15,508,696 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $228,004 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,206,201 | PYOtherExpensesAmt |
| CY Other Expenses | $3,727,990 | CYOtherExpensesAmt |
| PY Total Expenses | $19,801,189 | PYTotalExpensesAmt |
| CY Total Expenses | $20,626,255 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,730,174 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,029,264 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $19,997,239 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,590,557 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $8,398,655 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,463,019 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $11,598,584 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $15,127,538 | NetAssetsOrFundBalancesEOYAmt |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $12,415,738 | ExpenseAmt |
| Grant | $44,460 | GrantAmt |
| Revenue | $12,587,665 | RevenueAmt |
| Desc | ASCENTIA PATHWAYS TO COMMUNITY LIVING PROVIDED SERVICES TO APPROXIMATELY 1,863 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 | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,984,714 | ExpenseAmt |
| Grant | $486,497 | GrantAmt |
| Revenue | $741,314 | RevenueAmt |
| Desc | SERVICES FOR APPROXIMATELY 2,484 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 IMPROVED THE QUALITY OF LIFE FOR OUR CLIENTS AND THEIR FAMILIES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,329,874 | ExpenseAmt |
| Grant | $858,612 | GrantAmt |
| Revenue | $42,130 | RevenueAmt |
| Desc | SERVICES TO APPROXIMATELY 1,801 FAMILY 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. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,976,464 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $1,907,025 | RevenueAmt |
| Desc | SERVICES PROVIDED PRIMARILY TO APPROXIMATELY 332 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. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,976,464 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $1,907,025 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $17,706,790 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (1) | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 106 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 653 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 73 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 72 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID HLAVAC VP and CFO | PersonNm |
| Phone | 2165042600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3659 SOUTH GREEN ROAD | AddressLine1 |
| Address Line2 | SUITE 322 | AddressLine2 |
| City | BEACHWOOD | City |
| State | OH | State |
| ZIP Code | 44122 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (77 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Philip Cohen | ||||||||
| Chair | 1 | 0.1 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Suellen Kadis | ||||||||
| Vice Chair | 1 | 0.1 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Cynthia Bruml | ||||||||
| Vice Chair | 1 | 0.1 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Ethan Cohen | ||||||||
| Treasurer | 1 | 0.1 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Michael Weiner | ||||||||
| Assistant Treasurer | 1 | 0.1 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Bruce Goodman | ||||||||
| Secretary | 1 | 0.1 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Hinda Abramoff | ||||||||
| Director | 0.3 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| Trish Adler | ||||||||
| Director | 0.3 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| Linda Azoff | ||||||||
| Director | 0.3 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| Michael Baron | ||||||||
| Director | 0.3 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| Marilyn Bedol | ||||||||
| Director | 0.3 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| Gary Bilchik | ||||||||
| Director | 0.3 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| Janice Bilchik | ||||||||
| Director | 0.3 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| Eileen Blattner | ||||||||
| Director | 0.3 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| Robert Blattner | ||||||||
| Director | 0.3 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| Bonnie Cole | ||||||||
| Director | 0.3 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| Mike Cole | ||||||||
| Director | 0.3 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| Robert Deitz | ||||||||
| Director | 0.3 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| Grant Dinner | ||||||||
| Director | 0.3 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| Chicky Drost | ||||||||
| Director | 0.3 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| Morton Epstein | ||||||||
| Director | 0.3 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| Harold Friedman | ||||||||
| Director | 0.3 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| David Goldberg | ||||||||
| Director | 0.3 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| Sally Good | ||||||||
| Director | 0.3 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| Sidney Good | ||||||||
| Director | 0.3 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| Mark Goren | ||||||||
| Director | 0.3 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| Herbert Goulder | ||||||||
| Director | 0.3 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| Alvin Gray | ||||||||
| Director | 0.3 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| Michael Guggenheim | ||||||||
| Director | 0.3 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| G Kent Hayes | ||||||||
| Director | 0.3 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| Jean Heflich | ||||||||
| Director | 0.3 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| John Herman | ||||||||
| Director | 0.3 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| Michelle Hirsch | ||||||||
| Director | 0.3 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| Robert Immerman | ||||||||
| Immediate Past Chair | 0.3 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| Donald Jacobson | ||||||||
| Director | 0.3 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| David Kaufman | ||||||||
| Director | 0.3 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| Michael Klein | ||||||||
| Director | 0.3 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| Nathan Klein | ||||||||
| Director | 0.3 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| Dolores Kleinman | ||||||||
| Director | 0.3 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| Andrew Kohn | ||||||||
| Director | 0.3 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| Melissa Korland | ||||||||
| Director | 0.3 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| Harvey Kotler | ||||||||
| Director | 0.3 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| Marvin Lader | ||||||||
| Director | 0.3 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| Sherelynn Lehman | ||||||||
| Director | 0.3 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| Arthur Mayers | ||||||||
| Director | 0.3 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| Chuck Mintz | ||||||||
| Director | 0.3 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| Patricia Mintz | ||||||||
| Director | 0.3 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| Janisse Nagel | ||||||||
| Director | 0.3 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| Karen Newborn | ||||||||
| Director | 0.3 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| Elmer Paull | ||||||||
| Director | 0.3 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| Allan Pearl | ||||||||
| Director | 0.3 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| Shari Perlmuter | ||||||||
| Director | 0.3 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| Michael Peterman | ||||||||
| Director | 0.3 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| Kevin Robertson | ||||||||
| Director | 0.3 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| Cary Root | ||||||||
| Director | 0.3 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| Charles Rosenberg | ||||||||
| Director | 0.3 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| David Rosenberg | ||||||||
| Director | 0.3 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| Larry Rothstein | ||||||||
| Director | 0.3 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| Robert Schwartz MD | ||||||||
| Director | 0.3 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| Leo Silberman | ||||||||
| Director | 0.3 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| James Spira | ||||||||
| Director | 0.3 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| Myrna Spira | ||||||||
| Director | 0.3 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| Eleanor Steigman | ||||||||
| Director | 0.3 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| David Strauss | ||||||||
| Director | 0.3 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| Will Sukenik | ||||||||
| Director | 0.3 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| Judy Ulrich | ||||||||
| Director | 0.3 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| Sally Wagner | ||||||||
| Director | 0.3 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| Philip Wasserstrom | ||||||||
| Director | 0.3 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| Sally Wertheim | ||||||||
| Director | 0.3 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| John Wirtshafter | ||||||||
| Director | 0.3 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| Jonathon Wise | ||||||||
| Director | 0.3 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| William Wortzman | ||||||||
| Director | 0.3 | 0.1 | Yes (X) | $0 | $0 | $0 | ||
| Susan Bichsel | ||||||||
| President & CEO | 40 | 20 | Yes (X) | $185,271 | $92,636 | $44,738 | ||
| David Hlavac | ||||||||
| Vice President and CFO | 40 | 20 | Yes (X) | $105,187 | $52,593 | $20,674 | ||
| Timothy Williams | ||||||||
| Chief Information Officer | 40 | 20 | $76,812 | $38,406 | $17,730 | Yes (X) | ||
| Jaymie Shanker | ||||||||
| Psychiatrist | 60 | 0 | $157,001 | $0 | $27,065 | Yes (X) | ||
| Thierry Riek | ||||||||
| Director of Planning and Performance | 40 | 20 | $68,423 | $34,211 | $21,566 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $592,694 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $217,846 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $131,773 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $3,316,885 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $222,047 | FundraisingAmt |
| Related Organizations | $0 | RelatedOrganizationsAmt |
| Government Grants | $640,425 | GovernmentGrantsAmt |
| All Other Contributions | $2,094,746 | AllOtherContributionsAmt |
| Noncash Contributions | $0 | NoncashContributionsAmt |
| Total Contributions | $6,274,103 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Ascentia | 900099 | $12,587,665 | $12,587,665 | $0 | $0 |
| In Home Services | 900099 | $1,907,025 | $1,907,025 | $0 | $0 |
| Older Adult Services | 900099 | $741,314 | $741,314 | $0 | $0 |
| Services For Families | 900099 | $42,130 | $42,130 | $0 | $0 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $15,278,134 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $88,712 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $88,712 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $19,854 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $19,854 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,854 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $19,854 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $46,419 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $222,047 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $66,796 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$20,377 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$20,377 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous Income | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $15,093 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $15,093 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $15,093 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $21,655,519 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $15,278,134 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $103,282 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,389,569 | TotalAmt |
| Program Services | $1,389,569 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $334,066 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $334,066 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,803,438 | TotalAmt |
| Program Services | $11,238,712 | ProgramServicesAmt |
| Management And General | $1,370,942 | ManagementAndGeneralAmt |
| Fundraising | $193,784 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $210,096 | TotalAmt |
| Program Services | $134,779 | ProgramServicesAmt |
| Management And General | $72,653 | ManagementAndGeneralAmt |
| Fundraising | $2,664 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,220,530 | TotalAmt |
| Program Services | $1,039,327 | ProgramServicesAmt |
| Management And General | $172,155 | ManagementAndGeneralAmt |
| Fundraising | $9,048 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $940,566 | TotalAmt |
| Program Services | $816,941 | ProgramServicesAmt |
| Management And General | $108,222 | ManagementAndGeneralAmt |
| Fundraising | $15,403 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,824 | TotalAmt |
| Program Services | $28,421 | ProgramServicesAmt |
| Management And General | $53,403 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,753 | TotalAmt |
| Program Services | $39,346 | ProgramServicesAmt |
| Management And General | $37,407 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $116,653 | TotalAmt |
| Program Services | $1,500 | ProgramServicesAmt |
| Management And General | $115,153 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $545,949 | TotalAmt |
| Program Services | $519,169 | ProgramServicesAmt |
| Management And General | $22,721 | ManagementAndGeneralAmt |
| Fundraising | $4,059 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,256 | TotalAmt |
| Program Services | $80,236 | ProgramServicesAmt |
| Management And General | $19,695 | ManagementAndGeneralAmt |
| Fundraising | $4,325 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $826,192 | TotalAmt |
| Program Services | $692,909 | ProgramServicesAmt |
| Management And General | $126,303 | ManagementAndGeneralAmt |
| Fundraising | $6,980 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $153,239 | TotalAmt |
| Program Services | $110,590 | ProgramServicesAmt |
| Management And General | $37,356 | ManagementAndGeneralAmt |
| Fundraising | $5,293 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $411,780 | TotalAmt |
| Program Services | $277,741 | ProgramServicesAmt |
| Management And General | $113,994 | ManagementAndGeneralAmt |
| Fundraising | $20,045 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $429,508 | TotalAmt |
| Program Services | $410,407 | ProgramServicesAmt |
| Management And General | $18,391 | ManagementAndGeneralAmt |
| Fundraising | $710 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,113 | TotalAmt |
| Program Services | $30,101 | ProgramServicesAmt |
| Management And General | $12 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $274,776 | TotalAmt |
| Program Services | $232,276 | ProgramServicesAmt |
| Management And General | $40,851 | ManagementAndGeneralAmt |
| Fundraising | $1,649 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $134,055 | TotalAmt |
| Program Services | $127,316 | ProgramServicesAmt |
| Management And General | $6,739 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Staff Development & Recruitment | $119,654 | $96,932 | $18,849 | $3,873 |
| Supplies | $376,183 | $358,036 | $13,563 | $4,584 |
| Due & Subscriptions | $26,005 | $26,005 | $0 | $0 |
| All Other Expenses | $21,050 | $56,477 | $8,986 | -$44,413 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,626,255 | TotalAmt |
| Program Services | $17,706,790 | ProgramServicesAmt |
| Management And General | $2,691,461 | ManagementAndGeneralAmt |
| Fundraising | $228,004 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,917,165 | BOYAmt |
| EOY | $1,625,744 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,985,419 | BOYAmt |
| EOY | $1,834,517 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,551,090 | BOYAmt |
| EOY | $1,845,052 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,224 | BOYAmt |
| EOY | $84,583 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $4,823,115 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,279,056 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,536,758 | BOYAmt |
| EOY | $1,544,059 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,249,386 | BOYAmt |
| EOY | $8,353,637 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,905,971 | BOYAmt |
| EOY | $1,998,829 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,766,226 | BOYAmt |
| EOY | $5,304,136 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,997,239 | BOYAmt |
| EOY | $22,590,557 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,062,134 | BOYAmt |
| EOY | $2,247,105 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $188,937 | BOYAmt |
| EOY | $215,183 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,104,517 | BOYAmt |
| EOY | $853,155 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,043,067 | BOYAmt |
| EOY | $4,147,576 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,398,655 | BOYAmt |
| EOY | $7,463,019 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $297,220 | BOYAmt |
| EOY | $2,910,158 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,260,538 | BOYAmt |
| EOY | $6,048,983 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,040,826 | BOYAmt |
| EOY | $6,168,397 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,598,584 | BOYAmt |
| EOY | $15,127,538 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,997,239 | BOYAmt |
| EOY | $22,590,557 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,029,264 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,713,117 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $786,573 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,706,956 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,114,796 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,734,498 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,841,494 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,274,103 | CurrentTaxYearAmt |
| Total | $32,671,847 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,706,956 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,114,796 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,734,498 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,841,494 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,274,103 | CurrentTaxYearAmt |
| Total | $32,671,847 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $32,671,847 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $35,747 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $31,236 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $33,098 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $82,698 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $88,723 | CurrentTaxYearAmt |
| Total | $271,502 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,088 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $231,112 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,038 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,100 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $61,512 | CurrentTaxYearAmt |
| Total | $303,850 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $33,247,199 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $69,965,163 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.98269 | PublicSupportCY170Pct |
| Public Support PY170 | 0.98452 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part IV Form990ScheduleAPartIVGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II, Line 10 | FormAndLineReferenceDesc |
| Explanation | 2013: Miscellaneous income, fundraising event gross income | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,727,573 | BeginningYearBalanceAmt |
| Contributions | $703,866 | ContributionsAmt |
| Investment Earnings Or Losses | $1,162,124 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $185,952 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $10,407,611 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,820,706 | BeginningYearBalanceAmt |
| Contributions | $1,376,096 | ContributionsAmt |
| Investment Earnings Or Losses | $672,971 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $142,200 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $8,727,573 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,004,416 | BeginningYearBalanceAmt |
| Contributions | $1,177,794 | ContributionsAmt |
| Investment Earnings Or Losses | -$223,983 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $137,521 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $6,820,706 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,930,680 | BeginningYearBalanceAmt |
| Contributions | $1,456,727 | ContributionsAmt |
| Investment Earnings Or Losses | $759,118 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $142,109 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $6,004,416 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,936,626 | BeginningYearBalanceAmt |
| Contributions | $802,936 | ContributionsAmt |
| Investment Earnings Or Losses | $289,001 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $97,883 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $3,930,680 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.12 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.7 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.18 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $246,576 | OtherCostOrOtherBasisAmt |
| Book Value | $246,576 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $1,599,148 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,069,245 | DepreciationAmt |
| Book Value | $529,903 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $389,756 | OtherCostOrOtherBasisAmt |
| Depreciation | $140,906 | DepreciationAmt |
| Book Value | $248,850 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $2,587,635 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,068,905 | DepreciationAmt |
| Book Value | $518,730 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,544,059 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| JFC Main Investment Fund | $6,242,781 | F |
| JFC MAP Fund | $655,743 | F |
| JFC Money Fund | $1,400,190 | F |
| Other Cash and Investments | $54,923 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $8,353,637 | TotalBookValueSecuritiesAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Student Loans | Desc |
| Book Value | $1,998,829 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $1,998,829 | TotalBookValueProgramRltdAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Assets held by Jewish Federation of Cleveland | $4,941,127 |
| Computer Softwate - net | $147,826 |
| Custodial Assets | $215,183 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $5,304,136 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| Accrued Pension Liability | $2,979,097 |
| Swap Valuation | $10,352 |
| Due to Jewish Community Care at Home | $710,584 |
| Due to Independent Montefiore Shelter Home | $187,091 |
| Due to Planned Lifetime Assistance Network | $260,452 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4,147,576 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 2011 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 penalties or interest from taxing authorities included in operating expenses for the years ended June 30, 2014 and 2013. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Signature Event | NameOfEvent1Amt |
| Gross Receipts Event1 | $268,466 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $222,047 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $46,419 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $0 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $0 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $0 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $33,424 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $0 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $33,372 | OtherDirectExpensesEvent1Amt |
| Food And Beverage Other Events | $0 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $0 | EntertainmentOtherEventsAmt |
| Gross Receipts Total | $268,466 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $222,047 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $46,419 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $0 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $0 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $0 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $33,424 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $0 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $33,372 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $66,796 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$20,377 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|
| Ascentia Program - Financial Assistance | 50 | $41,957 | $2,503 | FMV | Clothing |
| Older Adults Program - Financial Assistance | 1057 | $486,497 | $0 | ||
| Families Program - Financial Assistance | 61 | $45,333 | $0 | ||
| Families Program - Student Financial Aid | 211 | $813,279 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 | FormAndLineReferenceDesc |
| Explanation | 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 drectly to the vendors on behalf of the clients. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Susan Bichsel | ||||||||||||||
| President & CEO | $161,271 | $80,636 | $24,000 | $12,000 | $0 | $0 | $6,667 | $3,333 | $23,159 | $11,579 | $215,097 | $107,548 | $11,333 | $5,667 |
| David Hlavac | ||||||||||||||
| Vice President and CFO | $99,907 | $49,953 | $5,280 | $2,640 | $0 | $0 | $0 | $0 | $13,782 | $6,891 | $118,969 | $59,484 | $0 | $0 |
| Jaymie Shanker | ||||||||||||||
| Psychiatrist | $155,851 | $0 | $1,150 | $0 | $0 | $0 | $0 | $0 | $27,065 | $0 | $184,066 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule J, Part I, Line 3 | FormAndLineReferenceDesc |
| Explanation | see Schedule O, Form 990, Part VI, Section B, line 12c | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Will Sukenik | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | Board Member | RelationshipDescriptionTxt |
| Transaction | $299,385 | TransactionAmt |
| Transaction | Organization leases space at fair market value from company owned by board member | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, Line 2 | Gary Bilchik, Janice Bilchik-family relationship; Eileen Blattner, Robert Blattner - family relationship; Bonnie Cole, Mike Cole-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 any 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 is 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: 932,515; interest rate swap:14,000; reclass of net assets in prior years:(63,251); revision of estimate of balance due: (96,691). |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)
| Address Line1USAddress/AddressLine1 | Address Line2USAddress/AddressLine2 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 | $97,682 | $201,496 | Jewish Family Service Association |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrganizationControlledOrganizationInd | Address Line2USAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Jewish Community Care at Home | |||||||||||
| 3659 South Green Road | Beachwood | OH | 44122 | 341861745 | In Home Services | OH | 501(c)(3) | 11 | Jewish Family Service Association | 0 | |
| Independent Montefiore Shelter Home | |||||||||||
| 3659 South Green Road | 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 | 0 | Suite 322 |
| Planned Lifetime Assistance Network of Northeast Ohio | |||||||||||
| 3659 South Green Rd | Beachwood | OH | 44122 | 341621291 | Help those challenged by chronic mental illness progress in their recovery | OH | 501(c)(3) | 9 | Jewish Family Service Association | 0 | Suite 322 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |