JEWISH FAMILY SERVICE OF THE CINCINNATI AREA: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- JEWISH FAMILY SERVICE OF THE CINCINNATI AREA (EIN 31-0744786)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-14
- IRS object ID
- 201403189349304725
- Schema version
- 2013v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-14T12:51:08-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 311119890 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Barnes Dennig & Co LTD | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 East Fourth Street | AddressLine1 |
| City | Cincinnati | City |
| State | OH | State |
| ZIP Code | 45202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 310744786 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jewish Family Service of Cincinnati | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JEWI | BusinessNameControlTxt |
| Phone | 5134691188 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8487 Ridge Road | AddressLine1 |
| City | Cincinnati | City |
| State | OH | State |
| ZIP Code | 45236 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Beth Schwartz | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Phone | 5134691188 | PhoneNum |
| Signature | 2014-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Paula Hume | PreparerPersonNm |
| PTIN | P00537516 | PTIN |
| Phone | 5132418313 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Beth Schwartz | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8487 Ridge Road | AddressLine1 |
| City | Cincinnati | City |
| State | OH | State |
| ZIP Code | 45236 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,190,678 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.jfscinti.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1943 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | To strengthen lives and community by providing professional social services(con't on Sch. O) to individuals and families in times of need. | ActivityOrMissionDesc |
| Voting Members Governing Body | 26 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 26 | VotingMembersIndependentCnt |
| Total Employee | 53 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,140,167 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,640,266 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $497,825 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $447,138 | CYProgramServiceRevenueAmt |
| PY Investment Income | $31,359 | PYInvestmentIncomeAmt |
| CY Investment Income | $44,999 | CYInvestmentIncomeAmt |
| PY Other Revenue | $257 | PYOtherRevenueAmt |
| CY Other Revenue | $58,275 | CYOtherRevenueAmt |
| PY Total Revenue | $5,669,608 | PYTotalRevenueAmt |
| CY Total Revenue | $3,190,678 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $466,028 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $437,519 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,402,628 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,651,422 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $7,451 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $524,157 | PYOtherExpensesAmt |
| CY Other Expenses | $665,949 | CYOtherExpensesAmt |
| PY Total Expenses | $2,392,813 | PYTotalExpensesAmt |
| CY Total Expenses | $2,754,890 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,276,795 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $435,788 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $6,013,312 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,845,157 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $162,220 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $297,270 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,851,092 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $6,547,887 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | Jewish Family Service of Cincinnati strengthens lives and our community by providing professional social services to individuals and families in times of need. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,187,164 | ExpenseAmt |
| Grant | $348,750 | GrantAmt |
| Revenue | $105,579 | RevenueAmt |
| Desc | AGING AND CAREGIVER SERVICES offers a wide range of programs and services to improve the quality of life of individuals age 60+. In 2013, 1044 seniors (unduplicated count) received services. -Case Management: Our goal is to provide older adults the opportunity to pursue a life of optimum independence and satisfaction, while living in their desired environment, which is usually their own home. Case management is a collaborative process that assesses, plans, implements, coordinates, monitors, and evaluates the services required to meet the client's health and human service needs. -The Center for Holocaust Survivors: provides case management; home visits; restitution assistance; counseling and referral; social therapeutic activities; free hearing tests; and safety/adaptive equipment. -Ways to Wellness: The Council on Aging (COA) contracted JFS to provide wellness programming. Wellness is an active process of becoming aware of and making choices toward a more successful existence. JFS is the only non-senior center chosen by COA because JFS specializes in a "senior center without walls" approach to meeting needs in the community.-Independent Living Assistance (ILA): JFS is one of only two agencies contracted by the Council on Aging of Southwestern Ohio to provide assistance with banking, bill paying, insurance claims, assistance in obtaining benefits, and the like. -Options Cincinnati: is a program to meet the needs of aging residents of two naturally occurring retirement communities providing case management, wellness programs, and social events to people in their own home environments. -Immigration Services: Our Russian-speaking specialists helped refugees from the former Soviet Union learn English, successfully integrate into their new community, and gain American citizenship. Interpretation and translation services help in day-to-day situations such as doctor visits. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $680,314 | ExpenseAmt |
| Grant | $82,024 | GrantAmt |
| Revenue | $114 | RevenueAmt |
| Desc | VITAL SERVICES offers safety net services for people facing challenges. In all, 641 individuals (unduplicated count) were assisted. -Emergency Intervention: To prevent homelessness, hunger, and deprivation, JFS distributes food and third party payments. Payments were made for rent, mortgage, utilities, medical care, transportation, and other necessities. In most cases, recipients were assisted by case managers to be sure that each was receiving all benefits and assistance for which they qualified. -Homelessness Prevention and Rapid Rehousing: Jewish Family Service is one of only six area social service agencies selected by the Continuum of Care for the Homeless and the United Way of Greater Cincinnati to provide case management for this special HUD program to avert eviction of renters. -Mental Health Case Management: individuals with severe mental illness received specific and ongoing case management services with the goal of helping this highly vulnerable population maintain stability and security. -Information and Referral: individuals received accurate information or referral to community resources that assisted them to solve their problem or meet their needs. -Counseling: JFS offered services by licensed social workers, on a sliding-fee scale, for people in crisis or needing to make changes to improve and strengthen the quality of their lives. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $332,199 | ExpenseAmt |
| Grant | $641 | GrantAmt |
| Revenue | $313,659 | RevenueAmt |
| Desc | ADOPTION CONNECTION is a full service, licensed adoption agency facilitating both domestic and international adoptions. 538 people (unduplicated count) were served in 2013.-Adoptive Placements: The adoptive triad-birth parents, adoptive families, and the child-relies on Adoption Connection for a range of post adoption services, including facilitation and mediation of open relationships between -Free pregnancy counseling and referral services for birth parents-Home Studies: Our professional social workers perform home studies and home study updates required by law prior to adoption placements. -Pre- and post-adoption education and support: we offer families free adoption orientation sessions, which are offered monthly. Dozens additionally participated in other informational programs. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $376,561 | ExpenseAmt |
| Grant | $6,104 | GrantAmt |
| Revenue | $27,786 | RevenueAmt |
| Desc | FAMILY LIFE EDUCATION addresses issues and problems people confront at various stages of life, combining both direct services and learning opportunities that result in stronger individuals and families. 1516 people (unduplicated count) benefited. -Family Education: JFS offers wide ranging programs, including single events and ongoing series, geared to aspects of family life-improving marital relationships, dealing with being sandwiched between the needs of children and aging parents, coping with loss, gender issues, understanding the developmental stages of children, and more. -Jewish Visiting Initiative: Aging, disabled, and recuperating individuals in hospitals and nursing homes enjoyed special celebrations and the companionship of volunteers, including one-on-one visits. -Healthy Relationships in the Jewish Community: JFS promotes several initiatives to raise awareness and teach prevention of domestic violence, teen dating violence, bullying, and child abuse, including sexual abuse. -Teen Dating Violence Prevention: Under a contract from the YWCA, JFS delivers best practice educational programs.-Jewish Big Brothers/Big Sisters merged with JFS in 2011 to form the BIGS & Littles Program at JFS. BIGS & Littles offers youth mentoring in close communication and support to the parents of the youth. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $376,561 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $6,104 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $27,786 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $2,576,238 | 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 | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | 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 | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | 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 | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 10 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 53 | 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 | 0 | QuidProQuoContributionsInd |
| 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 | 26 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 26 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | 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 | Yes (1) | 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Beth Schwartz | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5134691188 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8487 Ridge Road | AddressLine1 |
| City | Cincinnati | City |
| State | OH | State |
| ZIP Code | 45236 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| Alice Baier Ellison joined 62013 | ||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Bruce Baker | ||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Melanie Blumental joined 62013 | ||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Joni Burton joined 62013 | ||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Stephen Goldberg | ||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Steven Holman | ||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Dale Horne joined 62013 | ||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Elaine Kaplan | ||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Daniel Kerbel | ||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Mark Knue joined 62013 | ||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Danny Lipson | ||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Suzy Marcus Goldberg | ||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Leslie Miller | ||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Daniel Phillips | ||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Pam Sacherman | ||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Lauren Scharf | ||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Scott Slovin | ||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Gary Smith | ||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Tom Smith joined 62013 | ||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Micahel Sutter joined 62013 | ||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Max Yamson | ||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Sarita Zilch joined 62013 | ||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Michael Schwartz | ||||||
| Immediate Past President | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| John Youkilis left 62013 | ||||||
| Past President | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Mark Miller | ||||||
| President | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Susan Shorr PhD | ||||||
| Secretary | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Larry Juran | ||||||
| Treasurer | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Andrea Lerner Levenson | ||||||
| Vice President | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Beth Schwartz | ||||||
| Executive Director | 37.50 | $131,340 | $0 | $20,560 | Yes (X) | |
| Dora Baehner | ||||||
| Director of Finance | 37.50 | $46,024 | $0 | $15,766 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $177,364 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $36,326 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $1,014,893 | FederatedCampaignsAmt |
| Government Grants | $15,775 | GovernmentGrantsAmt |
| All Other Contributions | $1,609,598 | AllOtherContributionsAmt |
| Noncash Contributions | $4,755 | NoncashContributionsAmt |
| Total Contributions | $2,640,266 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Program service fees | 624100 | $421,841 | $421,841 |
| Adoption Birth Parent | 624100 | $23,305 | $23,305 |
| Refugee repayment | 900099 | $1,052 | $1,052 |
| Scholarship Repayments | 624100 | $940 | $940 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $447,138 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $44,981 | TotalRevenueColumnAmt |
| Exclusion | $44,981 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $18 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $18 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18 | TotalRevenueColumnAmt |
| Exclusion | $18 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| Refunds | 900099 | $55,438 | $55,438 |
| Merchandise Sales | 900099 | $2,837 | $2,837 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $58,275 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,190,678 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $447,138 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $103,274 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $437,519 | TotalAmt |
| Program Services | $437,519 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $213,690 | TotalAmt |
| Program Services | $200,477 | ProgramServicesAmt |
| Management And General | $13,213 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,162,520 | TotalAmt |
| Program Services | $1,091,979 | ProgramServicesAmt |
| Management And General | $70,541 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,085 | TotalAmt |
| Program Services | $44,841 | ProgramServicesAmt |
| Management And General | $3,236 | ManagementAndGeneralAmt |
| Fundraising | $8 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,586 | TotalAmt |
| Program Services | $104,059 | ProgramServicesAmt |
| Management And General | $7,510 | ManagementAndGeneralAmt |
| Fundraising | $17 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,541 | TotalAmt |
| Program Services | $109,463 | ProgramServicesAmt |
| Management And General | $6,078 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,500 | TotalAmt |
| Program Services | $22,755 | ProgramServicesAmt |
| Management And General | $1,285 | ManagementAndGeneralAmt |
| Fundraising | $460 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $129,445 | TotalAmt |
| Program Services | $120,229 | ProgramServicesAmt |
| Management And General | $6,788 | ManagementAndGeneralAmt |
| Fundraising | $2,428 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,979 | TotalAmt |
| Program Services | $37,581 | ProgramServicesAmt |
| Management And General | $8,856 | ManagementAndGeneralAmt |
| Fundraising | $3,542 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,909 | TotalAmt |
| Program Services | $44,481 | ProgramServicesAmt |
| Management And General | $9,016 | ManagementAndGeneralAmt |
| Fundraising | $412 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,778 | TotalAmt |
| Program Services | $111,180 | ProgramServicesAmt |
| Management And General | $14,598 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,740 | TotalAmt |
| Program Services | $49,121 | ProgramServicesAmt |
| Management And General | $2,515 | ManagementAndGeneralAmt |
| Fundraising | $104 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,691 | TotalAmt |
| Program Services | $34,383 | ProgramServicesAmt |
| Management And General | $2,056 | ManagementAndGeneralAmt |
| Fundraising | $252 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25 | TotalAmt |
| Program Services | $20 | ProgramServicesAmt |
| Management And General | $5 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,597 | TotalAmt |
| Program Services | $65,200 | ProgramServicesAmt |
| Management And General | $15,397 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,337 | TotalAmt |
| Program Services | $13,216 | ProgramServicesAmt |
| Management And General | $3,121 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Program costs | $51,468 | $51,468 | ||
| Other operating expense | $31,221 | $25,996 | $5,225 | |
| Dues and subscriptions | $14,259 | $12,270 | $1,761 | $228 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,754,890 | TotalAmt |
| Program Services | $2,576,238 | ProgramServicesAmt |
| Management And General | $171,201 | ManagementAndGeneralAmt |
| Fundraising | $7,451 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,040 | BOYAmt |
| EOY | $343,907 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,042,195 | BOYAmt |
| EOY | $1,100,784 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,030,469 | BOYAmt |
| EOY | $1,656,062 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $29,734 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,281,523 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $121,969 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,769 | BOYAmt |
| EOY | $1,159,554 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,806,839 | BOYAmt |
| EOY | $2,555,116 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,013,312 | BOYAmt |
| EOY | $6,845,157 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $162,220 | BOYAmt |
| EOY | $297,270 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $162,220 | BOYAmt |
| EOY | $297,270 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $669,517 | BOYAmt |
| EOY | $2,288,866 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,181,575 | BOYAmt |
| EOY | $4,259,021 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,851,092 | BOYAmt |
| EOY | $6,547,887 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,013,312 | BOYAmt |
| EOY | $6,845,157 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $435,788 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $261,007 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| 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 | $1,426,520 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,674,537 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,958,751 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,140,167 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,640,266 | CurrentTaxYearAmt |
| Total | $12,840,241 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,426,520 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,674,537 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,958,751 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,140,167 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,640,266 | CurrentTaxYearAmt |
| Total | $12,840,241 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,593,025 | SubstantialContributorsTotAmt |
| Public Support Total170 | $10,247,216 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,239 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,955 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $26,721 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $31,359 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $44,981 | CurrentTaxYearAmt |
| Total | $124,255 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $19,813 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,750 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,010 | CurrentTaxYearMinus2YearsAmt |
| Total | $24,573 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,587 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,655 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $257 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $58,275 | CurrentTaxYearAmt |
| Total | $63,774 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $13,052,843 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,029,864 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.78510 | PublicSupportCY170Pct |
| Public Support PY170 | 0.98820 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,281,523 | OtherCostOrOtherBasisAmt |
| Depreciation | $121,969 | DepreciationAmt |
| Book Value | $1,159,554 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,159,554 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $3,451,685 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $261,007 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $261,007 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,190,678 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,190,678 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,754,890 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,754,890 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,754,890 | TotalExpensesPerForm990Amt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|
| Holocaust survivors | 264 | $345,661 | FMV | Distributed reparation funds awarded after WWI predominantely to holocausts survivors prmarily for medical Transportation |
| Direct assistance | 365 | $81,837 | FMV | Funds distributed to impoverished in the Jewish Community primarily for FoodRent, Transportation, Medical and Utilities |
| Scholarship | 11 | $10,020 | FMV | Scholarships or Camperships |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | All disbursements must be allowable based on 11 eligible categories of assistance. Client must submit appropriate documentation for both the disbursement and their eligibility. These requirements may differ depending on the funding source and the dept supervisor and case worker are both responsible for adhering to the grant requirements. Larger amounts are approved by an advisory committee and the Executive Director. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Fran Galvert | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | Sister of Beth Schwartz | RelationshipDescriptionTxt |
| Transaction | $68,559 | TransactionAmt |
| Transaction | Compensation: Director of Vital Services | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11 | After review by the staff and executive/finance committee, the board will receive a PDF copy of the 990 and give 3 days to comment. After comments have been reviewed and/or incorporated, the 990 can be finalized. |
| Form 990, Part VI, Section B, line 12c | All board members sign a conflict of interest statement annually. |
| Form 990, Part VI, Section B, line 15 | The Association of Jewish Family and Children's Agencies has an annual compensation survey for member organizations that is used by the executive committee along with performance evaluation data to determine the executive director's compensation. The entire board then votes on the recommendation of the executive committee for the Executive Director's salary. This process is documented in the board minutes. |
| Form 990, Part VI, Section C, line 19 | The governing documents of the organization are available on the Ohio Secretary of State's website. The financial statements are available within the annual report which is available upon request and is available on the organization's website. The conflict of interest policy is available upon request. |
| Form 990, Part XII, Line 2c | The Executive/Finance Committee assumes the oversight for the audit of its financial statements and selection of an independent auditor. This process has not changed from the prior year. |