2015-05-15T09:35:20-07:00 2014-06-30 990 2013-07-01 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 2015-05-15 2013 2016-04-25 22:37:26Z Susan Bichsel 3659 South Green Road Suite 322 Beachwood OH 44122 21722315 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. 73 72 653 277 0 0 6841494 6274103 14595071 15278134 93698 108566 1100 -5284 21531363 21655519 1338099 1389569 0 0 15256889 15508696 0 0 228004 3206201 3727990 19801189 20626255 1730174 1029264 19997239 22590557 8398655 7463019 11598584 15127538 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 12415738 44460 12587665 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 1984714 486497 741314 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. 1329874 858612 42130 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. 1976464 0 1907025 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. 1976464 0 1907025 17706790 1 1 0 0 0 0 0 0 1 1 1 1 1 1 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 0 1 106 0 653 1 0 0 0 0 0 1 1 0 0 0 0 X 73 72 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 Suellen Kadis Vice Chair 1 0.1 X X 0 0 0 Cynthia Bruml Vice Chair 1 0.1 X X 0 0 0 Ethan Cohen Treasurer 1 0.1 X X 0 0 0 Michael Weiner Assistant Treasurer 1 0.1 X X 0 0 0 Bruce Goodman 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 Linda Azoff 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 Bonnie Cole Director 0.3 0.1 X 0 0 0 Mike 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 Sally Good Director 0.3 0.1 X 0 0 0 Sidney Good 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 G 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 David Kaufman Director 0.3 0.1 X 0 0 0 Michael Klein 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 Janisse Nagel Director 0.3 0.1 X 0 0 0 Karen Newborn Director 0.3 0.1 X 0 0 0 Elmer Paull 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 Cary Root Director 0.3 0.1 X 0 0 0 Charles Rosenberg Director 0.3 0.1 X 0 0 0 David Rosenberg Director 0.3 0.1 X 0 0 0 Larry Rothstein Director 0.3 0.1 X 0 0 0 Robert Schwartz MD 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 Judy Ulrich 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 44738 David Hlavac Vice President and CFO 40 20 X 105187 52593 20674 Timothy Williams Chief Information Officer 40 20 X 76812 38406 17730 Jaymie Shanker Psychiatrist 60 0 X 157001 0 27065 Thierry Riek Director of Planning and Performance 40 20 X 68423 34211 21566 592694 217846 131773 3 0 1 0 0 3316885 0 222047 0 640425 2094746 0 6274103 Ascentia 900099 12587665 12587665 0 0 In Home Services 900099 1907025 1907025 0 0 Older Adult Services 900099 741314 741314 0 0 Services For Families 900099 42130 42130 0 0 0 0 0 0 15278134 88712 0 0 88712 0 0 0 0 0 0 0 0 0 0 19854 0 0 0 19854 0 19854 0 0 19854 46419 222047 66796 -20377 0 -20377 Miscellaneous Income 900099 15093 0 0 15093 0 0 0 0 15093 21655519 15278134 0 103282 0 0 1389569 1389569 0 0 0 0 334066 0 334066 0 0 0 0 0 12803438 11238712 1370942 193784 210096 134779 72653 2664 1220530 1039327 172155 9048 940566 816941 108222 15403 81824 28421 53403 0 76753 39346 37407 0 116653 1500 115153 0 0 0 0 0 0 0 0 0 0 0 545949 519169 22721 4059 104256 80236 19695 4325 826192 692909 126303 6980 153239 110590 37356 5293 411780 277741 113994 20045 429508 410407 18391 710 0 0 0 0 0 0 0 0 30113 30101 12 0 0 0 274776 232276 40851 1649 134055 127316 6739 0 Staff Development & Recruitment 119654 96932 18849 3873 Supplies 376183 358036 13563 4584 Due & Subscriptions 26005 26005 0 0 All Other Expenses 21050 56477 8986 -44413 20626255 17706790 2691461 228004 1917165 1625744 1985419 1834517 1551090 1845052 0 0 0 0 0 0 0 0 85224 84583 4823115 3279056 1536758 1544059 0 6249386 8353637 1905971 1998829 4766226 5304136 19997239 22590557 2062134 2247105 0 0 0 188937 215183 0 0 1104517 853155 5043067 4147576 8398655 7463019 X 297220 2910158 5260538 6048983 6040826 6168397 11598584 15127538 19997239 22590557 X 1029264 1713117 0 0 0 786573 X 0 1 X 1 0 X 5706956 7114796 6734498 6841494 6274103 32671847 0 0 0 0 0 0 0 0 0 0 0 0 5706956 7114796 6734498 6841494 6274103 32671847 0 32671847 35747 31236 33098 82698 88723 271502 0 0 0 0 0 0 1088 231112 9038 1100 61512 303850 33247199 69965163 0.98269 0.98452 X Schedule A, Part II, Line 10 2013: Miscellaneous income, fundraising event gross income RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 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 2936626 802936 289001 0 97883 0 3930680 0.12 0.7 0.18 1 0 0 246576 246576 0 1599148 1069245 529903 0 389756 140906 248850 0 2587635 2068905 518730 0 0 0 0 1544059 JFC Main Investment Fund 6242781 F JFC MAP Fund 655743 F JFC Money Fund 1400190 F Other Cash and Investments 54923 F 8353637 Student Loans 1998829 C 1998829 Assets held by Jewish Federation of Cleveland 4941127 Computer Softwate - net 147826 Custodial Assets 215183 5304136 0 Accrued Pension Liability 2979097 Swap Valuation 10352 Due to Jewish Community Care at Home 710584 Due to Independent Montefiore Shelter Home 187091 Due to Planned Lifetime Assistance Network 260452 4147576 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 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. Signature Event 268466 222047 46419 0 0 0 33424 0 33372 0 0 268466 222047 46419 0 0 0 33424 0 33372 66796 -20377 1 Ascentia Program - Financial Assistance 50 41957 2503 FMV Clothing Older Adults Program - Financial Assistance 1057 486497 0 Families Program - Financial Assistance 61 45333 0 Families Program - Student Financial Aid 211 813279 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 drectly to the vendors on behalf of the clients. X X X X 0 0 0 0 0 0 0 0 0 Susan Bichsel President & CEO 161271 80636 24000 12000 0 0 6667 3333 23159 11579 215097 107548 11333 5667 David Hlavac Vice President and CFO 99907 49953 5280 2640 0 0 0 0 13782 6891 118969 59484 0 0 Jaymie Shanker Psychiatrist 155851 0 1150 0 0 0 0 0 27065 0 184066 0 0 0 Schedule J, Part I, Line 3 see Schedule O, Form 990, Part VI, Section B, line 12c Will Sukenik Board Member 299385 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; 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). 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 97682 201496 Jewish Family Service Association 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 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 0 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 0 0 0 0 0 1 0 0 0 0 0 0 1 0 1 1 1 1 1 1