JEWISH FAMILY SERVICE ASSOCIATION OF CLEVELAND OHIO: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- JEWISH FAMILY SERVICE ASSOCIATION OF CLEVELAND OHIO (EIN 34-0714441)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-14
- IRS object ID
- 201311349349304146
- Schema version
- 2011v1.2
- 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 I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-14T11:10:00-07:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 340714441 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWISH FAMILY SERVICE ASSOCIATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JEWI | NameControl |
| Phone | 2165042600 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Susan Bichsel | Name |
| Title | President and CEO | Title |
| Phone | 2165042600 | Phone |
| Date Signed | 2013-05-14 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Susan Bichsel | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| 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 | 20356723 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.JFSA-CLEVELAND.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1907 | YearFormation |
| State Legal Domicile | OH | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 69 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 69 | NbrIndependentVotingMembers |
| Total Nbr Employees | 628 | TotalNbrEmployees |
| Total Nbr Volunteers | 216 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 7130032 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 6726030 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 13449717 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 13506763 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 45907 | InvestmentIncomePriorYear |
| Investment Income Current Year | 13361 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 215876 | OtherRevenuePriorYear |
| Other Revenue Current Year | 9038 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 20841532 | TotalRevenuePriorYear |
| Total Revenue Current Year | 20255192 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1114065 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1075126 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 13481795 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 14296354 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 287425 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3303163 | OtherExpensePriorYear |
| Other Expenses Current Year | 3368640 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 17899023 | TotalExpensesPriorYear |
| Total Expenses Current Year | 18740120 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2942509 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1515072 | RevenuesLessExpensesCY |
| Total Assets BOY | 16289285 | TotalAssetsBOY |
| Total Assets EOY | 17550587 | TotalAssetsEOY |
| Total Liabilities BOY | 7060887 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 9340576 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 9228398 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 8210011 | NetAssetsOrFundBalancesEOY |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 10845848 | Expense |
| Grants | 24736 | Grants |
| Revenue | 10867177 | Revenue |
| Description | ASCENTIA PATHWAYS TO COMMUNITY LIVING PROVIDED SERVICES TO 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 | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1884491 | Expense |
| Grants | 450344 | Grants |
| Revenue | 687728 | Revenue |
| Description | SERVICES FOR 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. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1150353 | Expense |
| Grants | 600046 | Grants |
| Revenue | 26279 | Revenue |
| Description | SERVICES TO 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. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1959442 | Expense |
| Grants | 0 | Grants |
| Revenue | 1933336 | Revenue |
| Description | SERVICES PROVIDED PRIMARILY TO OLDER ADULTS IN THEIR HOME. SERVICES INCLUDE PHYSICAL THERAPY, NURSING, AND OCCUPATIONAL THERAPY. THESE SERVICES ALLOW CLIENTS TO CONTINUE LIVING INDEPENDENTLY, REDUCING THE POTENTIAL COST OF INSTITUTIONAL CARE. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 1959442 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 0 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 1933336 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 15840134 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 1 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 1 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 1 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 48 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 628 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 69 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 69 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 1 | InvestmentInJointVenture |
| Written Policy Or Procedure | 0 | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | DAVID HLAVAC VP and CFO | NamePerson |
| Telephone Number | 2165042600 | TelephoneNumber |
Address US AddressUS
| 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 Form990PartVIISectionA (73 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| Robert Immerman | |||||||
| Chair | 1 | X | X | 0 | 0 | 0 | |
| Philip Cohen | |||||||
| Vice Chair | 1 | X | X | 0 | 0 | 0 | |
| Suellen Kadis | |||||||
| Vice Chair | 1 | X | X | 0 | 0 | 0 | |
| Ethan Cohen | |||||||
| Treasurer | 1 | X | X | 0 | 0 | 0 | |
| Michael Weiner | |||||||
| Assistant Treasurer | 1 | X | X | 0 | 0 | 0 | |
| Bruce Goodman | |||||||
| Secretary | 1 | X | X | 0 | 0 | 0 | |
| Hinda Abramoff | |||||||
| Director | 0.3 | X | 0 | 0 | 0 | ||
| Trish Adler | |||||||
| Director | 0.3 | X | 0 | 0 | 0 | ||
| Linda Azoff | |||||||
| Director | 0.3 | X | 0 | 0 | 0 | ||
| Michael Baron | |||||||
| Director | 0.3 | X | 0 | 0 | 0 | ||
| Marilyn Bedol | |||||||
| Director | 0.3 | X | 0 | 0 | 0 | ||
| Gary Bilchik | |||||||
| Director | 0.3 | X | 0 | 0 | 0 | ||
| Janice Bilchik | |||||||
| Director | 0.3 | X | 0 | 0 | 0 | ||
| Eileen Blattner | |||||||
| Director | 0.3 | X | 0 | 0 | 0 | ||
| Robert Blattner | |||||||
| Director | 0.3 | X | 0 | 0 | 0 | ||
| Cynthia Bruml | |||||||
| Director | 0.3 | X | 0 | 0 | 0 | ||
| Mike Cole | |||||||
| Director | 0.3 | X | 0 | 0 | 0 | ||
| Robert Deitz | |||||||
| Director | 0.3 | X | 0 | 0 | 0 | ||
| Grant Dinner | |||||||
| Director | 0.3 | X | 0 | 0 | 0 | ||
| Chicky Drost | |||||||
| Director | 0.3 | X | 0 | 0 | 0 | ||
| Morton Epstein | |||||||
| Director | 0.3 | X | 0 | 0 | 0 | ||
| Harold Friedman | |||||||
| Director | 0.3 | X | 0 | 0 | 0 | ||
| Cynthia Fuerst | |||||||
| Director | 0.3 | X | 0 | 0 | 0 | ||
| David Goldberg | |||||||
| Director | 0.3 | X | 0 | 0 | 0 | ||
| Sally Good | |||||||
| Director | 0.3 | X | 0 | 0 | 0 | ||
| Sidney Good | |||||||
| Director | 0.3 | X | 0 | 0 | 0 | ||
| Mark Goren | |||||||
| Director | 0.3 | X | 0 | 0 | 0 | ||
| Herbert Goulder | |||||||
| Director | 0.3 | X | 0 | 0 | 0 | ||
| Alvin Gray | |||||||
| Director | 0.3 | X | 0 | 0 | 0 | ||
| Michael Guggenheim | |||||||
| Director | 0.3 | X | 0 | 0 | 0 | ||
| G Kent Hayes | |||||||
| Director | 0.3 | X | 0 | 0 | 0 | ||
| Jean Heflich | |||||||
| Director | 0.3 | X | 0 | 0 | 0 | ||
| John Herman | |||||||
| Director | 0.3 | X | 0 | 0 | 0 | ||
| Donald Jacobson | |||||||
| Director | 0.3 | X | 0 | 0 | 0 | ||
| William Joseph | |||||||
| Director | 0.3 | X | 0 | 0 | 0 | ||
| David Kaufman | |||||||
| Director | 0.3 | X | 0 | 0 | 0 | ||
| Nathan Klein | |||||||
| Director | 0.3 | X | 0 | 0 | 0 | ||
| Dolores Kleinman | |||||||
| Director | 0.3 | X | 0 | 0 | 0 | ||
| Andrew Kohn | |||||||
| Director | 0.3 | X | 0 | 0 | 0 | ||
| Melissa Korland | |||||||
| Director | 0.3 | X | 0 | 0 | 0 | ||
| Harvey Kotler | |||||||
| Director | 0.3 | X | 0 | 0 | 0 | ||
| Marvin Lader | |||||||
| Director | 0.3 | X | 0 | 0 | 0 | ||
| Sherelynn Lehman | |||||||
| Director | 0.3 | X | 0 | 0 | 0 | ||
| Arthur Mayers | |||||||
| Director | 0.3 | X | 0 | 0 | 0 | ||
| Chuck Mintz | |||||||
| Director | 0.3 | X | 0 | 0 | 0 | ||
| Patricia Mintz | |||||||
| Director | 0.3 | X | 0 | 0 | 0 | ||
| Karen Newborn | |||||||
| Director | 0.3 | X | 0 | 0 | 0 | ||
| Elmer Paull | |||||||
| Director | 0.3 | X | 0 | 0 | 0 | ||
| Shari Perlmuter | |||||||
| Director | 0.3 | X | 0 | 0 | 0 | ||
| Michael Peterman | |||||||
| Director | 0.3 | X | 0 | 0 | 0 | ||
| Kevin Robertson | |||||||
| Director | 0.3 | X | 0 | 0 | 0 | ||
| Cary Root | |||||||
| Director | 0.3 | X | 0 | 0 | 0 | ||
| Charles Rosenberg | |||||||
| Director | 0.3 | X | 0 | 0 | 0 | ||
| Larry Rothstein | |||||||
| Director | 0.3 | X | 0 | 0 | 0 | ||
| Alan Schonberg | |||||||
| Director | 0.3 | X | 0 | 0 | 0 | ||
| Robert Schwartz MD | |||||||
| Director | 0.3 | X | 0 | 0 | 0 | ||
| Leo Silberman | |||||||
| Director | 0.3 | X | 0 | 0 | 0 | ||
| James Spira | |||||||
| Director | 0.3 | X | 0 | 0 | 0 | ||
| Myrna Spira | |||||||
| Director | 0.3 | X | 0 | 0 | 0 | ||
| Eleanor Steigman | |||||||
| Director | 0.3 | X | 0 | 0 | 0 | ||
| David Strauss | |||||||
| Director | 0.3 | X | 0 | 0 | 0 | ||
| Will Sukenik | |||||||
| Director | 0.3 | X | 0 | 0 | 0 | ||
| Judy Ulrich | |||||||
| Director | 0.3 | X | 0 | 0 | 0 | ||
| Sally Wagner | |||||||
| Director | 0.3 | X | 0 | 0 | 0 | ||
| Philip Wasserstrom | |||||||
| Director | 0.3 | X | 0 | 0 | 0 | ||
| Sally Wertheim | |||||||
| Director | 0.3 | X | 0 | 0 | 0 | ||
| John Wirtshafter | |||||||
| Director | 0.3 | X | 0 | 0 | 0 | ||
| Jonathon Wise | |||||||
| Director | 0.3 | X | 0 | 0 | 0 | ||
| William Wortzman | |||||||
| Immediate Past Chair | 0.3 | X | 0 | 0 | 0 | ||
| Susan Bichsel | |||||||
| President & CEO | 60 | X | 208163 | 0 | 42520 | ||
| David Hlavac | |||||||
| Vice President and CFO | 60 | X | 150473 | 0 | 19820 | ||
| Timothy Williams | |||||||
| Chief Information Officer | 60 | 108959 | 0 | 18655 | X | ||
| Jaymie Shanker | |||||||
| Psychiatrist | 60 | 126010 | 0 | 24670 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 593605 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 105665 | TotalOtherCompensation |
| Number Individuals GT100 K | 4 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REHAB PROFESSIONALS LLC | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3628 WALNUT HILLS RD | AddressLine1 |
| Address Line2 | SUITE 105 | AddressLine2 |
| City | ORANGE VILLAGE | City |
| State | OH | State |
| ZIP Code | 44122 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | PHYSICAL THERAPY SERVICES | DescriptionOfServices |
| Compensation | 173494 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Federated Campaigns | 3239381 | FederatedCampaigns |
| Membership Dues | 0 | MembershipDues |
| Fundraising Events | 0 | FundraisingEvents |
| Related Organizations | 0 | RelatedOrganizations |
| Government Grants | 879175 | GovernmentGrants |
| All Other Contributions | 2607474 | AllOtherContributions |
| Noncash Contributions | 0 | NoncashContributions |
| Total Contributions | 6726030 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| Ascentia | 900099 | 10859420 | 10859420 | 0 | $0 |
| In Home Services | 900099 | 1933336 | 1933336 | 0 | $0 |
| Older Adult Services | 900099 | 687728 | 687728 | 0 | $0 |
| Families Services | 900099 | 26279 | 26279 | 0 | $0 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 13506763 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 33098 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $33,098 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 0 | Securities |
| Other | 81794 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 0 | Securities |
| Other | 101531 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 0 | Securities |
| Other | -19737 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -19737 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | -$19,737 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrbtns Rprtd Fundraising Events | 0 | CntrbtnsRprtdFundraisingEvents |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| Miscellaneous Income | 900099 | 1281 | 0 | 0 | $1,281 |
| Income from Partnership | 900099 | 7757 | 7757 | 0 | $0 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 9038 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 20255192 | TotalRevenueColumn |
| Related Or Exempt Function Income | 13514520 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $14,642 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1075126 | Total |
| Program Services | 1075126 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 404475 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 404475 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11481618 | Total |
| Program Services | 10004007 | ProgramServices |
| Management And General | 1272599 | ManagementAndGeneral |
| Fundraising | 205012 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 185316 | Total |
| Program Services | 133344 | ProgramServices |
| Management And General | 48909 | ManagementAndGeneral |
| Fundraising | 3063 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1190089 | Total |
| Program Services | 992248 | ProgramServices |
| Management And General | 167269 | ManagementAndGeneral |
| Fundraising | 30572 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1034856 | Total |
| Program Services | 952685 | ProgramServices |
| Management And General | 66268 | ManagementAndGeneral |
| Fundraising | 15903 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 106089 | Total |
| Program Services | 33841 | ProgramServices |
| Management And General | 72248 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 59564 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 59564 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 106210 | Total |
| Program Services | 20364 | ProgramServices |
| Management And General | 85846 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 397112 | Total |
| Program Services | 382015 | ProgramServices |
| Management And General | 12788 | ManagementAndGeneral |
| Fundraising | 2309 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 108412 | Total |
| Program Services | 91314 | ProgramServices |
| Management And General | 14341 | ManagementAndGeneral |
| Fundraising | 2757 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 771576 | Total |
| Program Services | 632575 | ProgramServices |
| Management And General | 135058 | ManagementAndGeneral |
| Fundraising | 3943 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 66123 | Total |
| Program Services | 34389 | ProgramServices |
| Management And General | 26918 | ManagementAndGeneral |
| Fundraising | 4816 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 332398 | Total |
| Program Services | 210574 | ProgramServices |
| Management And General | 112277 | ManagementAndGeneral |
| Fundraising | 9547 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 354300 | Total |
| Program Services | 334515 | ProgramServices |
| Management And General | 18001 | ManagementAndGeneral |
| Fundraising | 1784 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 41220 | Total |
| Program Services | 40793 | ProgramServices |
| Management And General | 427 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 232751 | Total |
| Program Services | 195407 | ProgramServices |
| Management And General | 35582 | ManagementAndGeneral |
| Fundraising | 1762 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 128252 | Total |
| Program Services | 116899 | ProgramServices |
| Management And General | 11353 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Staff Recruitment and Development | 84203 | 75912 | 3814 | 4477 |
| Supplies | 454844 | 432134 | 22389 | 321 |
| Bad Debts | 35247 | 35247 | 0 | 0 |
| Miscellaneous Expense | 90339 | 46745 | 42435 | 1159 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18740120 | Total |
| Program Services | 15840134 | ProgramServices |
| Management And General | 2612561 | ManagementAndGeneral |
| Fundraising | 287425 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1457434 | BOY |
| EOY | 2209742 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2292815 | BOY |
| EOY | 2185535 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1556036 | BOY |
| EOY | 1473108 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 90583 | BOY |
| EOY | 77842 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 5562950 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 4021017 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1740714 | BOY |
| EOY | 1541933 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3687785 | BOY |
| EOY | 4262910 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1567158 | BOY |
| EOY | 1788777 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3896760 | BOY |
| EOY | 4010740 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16289285 | BOY |
| EOY | 17550587 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1923247 | BOY |
| EOY | 1972683 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 147276 | BOY |
| EOY | 195264 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1308260 | BOY |
| EOY | 1197938 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3682104 | BOY |
| EOY | 5974691 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7060887 | BOY |
| EOY | 9340576 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -110943 | BOY |
| EOY | -1629087 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4204199 | BOY |
| EOY | 4404741 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5135142 | BOY |
| EOY | 5434357 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9228398 | BOY |
| EOY | 8210011 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16289285 | BOY |
| EOY | 17550587 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1515072 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -2533459 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5244218 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5514223 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5706956 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7114796 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6734498 | CurrentTaxYear |
| Total | 30314691 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5244218 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5514223 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5706956 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7114796 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6734498 | CurrentTaxYear |
| Total | 30314691 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 30314691 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 60679 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 44063 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 35747 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 31236 | CurrentTaxYearMinus1Year |
| Current Tax Year | 33098 | CurrentTaxYear |
| Total | 204823 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Total | 0 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1630 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 32603 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1088 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 231112 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9038 | CurrentTaxYear |
| Total | 275471 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 30794985 | TotalSupport |
| Gross Receipts From Admissions Etc | 63274378 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.98440 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.98295 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| General Explanation | 2007: Rental Income-$1,630; 2008:$32,603- miscellaneous income; 2009:$1,088-Miscellaneous Income; 2010: $231,112-Miscellaneous Income; 2011: $9,038-Miscellaneous Income | GeneralExplanation |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtc |
| Included On FS | 1 | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 6004416 | BeginningOfYearBalance |
| Contributions | 1177794 | Contributions |
| Investment Earnings Or Losses | -223983 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 137521 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 6820706 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3930680 | BeginningOfYearBalance |
| Contributions | 1456727 | Contributions |
| Investment Earnings Or Losses | 759118 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 142109 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 6004416 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2936626 | BeginningOfYearBalance |
| Contributions | 802936 | Contributions |
| Investment Earnings Or Losses | 289001 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 97883 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 3930680 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2680101 | BeginningOfYearBalance |
| Contributions | 825328 | Contributions |
| Investment Earnings Or Losses | -471157 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 97646 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 2936626 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.108 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.837 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.055 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 246576 | OtherCostOrOtherBasis |
| Book Value | 246576 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 1599148 | OtherCostOrOtherBasis |
| Depreciation | 977865 | Depreciation |
| Book Value | 621283 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 572797 | OtherCostOrOtherBasis |
| Depreciation | 423868 | Depreciation |
| Book Value | 148929 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 3144429 | OtherCostOrOtherBasis |
| Depreciation | 2619284 | Depreciation |
| Book Value | 525145 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 0 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1541933 | TotalOfBookValueLandBuildings |
Financial Derivatives FinancialDerivatives
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
Closely Held Equity Interests CloselyHeldEquityInterests
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
Other Securities OtherSecurities (5 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| JFC Main Investment Fund | 2619587 | F |
| JFC Money Fund | 1349711 | F |
| JFC MAP Fund | 264864 | F |
| Other Cash and Investments | 27740 | F |
| Endowment Cash | 1008 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 4262910 | TotalOfBookValueSecurities |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Student Loans | Description |
| Book Value | 1788777 | BookValue |
| Method Of Valuation | C | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Program Related | 1788777 | TotalOfBookValueProgramRelated |
Other Assets OtherAssets (2 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| Assets held by the Jewish Federation of Cleveland | 3815476 |
| Custodial Assets | 195264 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 4010740 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (6 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Accrued Pension Liability | $4,758,145 |
| Due to Jewish Community Care at Home | $923,152 |
| Due to Planned Lifetime Assistance Network of Northeast Ohio | $168,564 |
| Due to Independent Montefiore Shelter Home | $119,952 |
| Swap Valuation | $39,492 |
| Due from Center for Cognition and Recovery | -$34,614 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 5974691 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchD_P04_S00_L02b | Schedule D, Part IV, Line 2b | Custodial funds are maintained as part of the services provided for clients by the organization |
| SchD_P05_S00_L04 | 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. |
| SchD_P10_S00_L02 | 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 2009 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, 2012 or 2011. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (4 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance |
|---|---|---|---|---|---|
| Ascentia Program-Financial Assistance | 28 | 20638 | 4098 | FMV | Clothing |
| Older Adult Program - Financial Assistance | 1045 | 450344 | 0 | ||
| Families Program - Financial Assistance | 46 | 50975 | 0 | ||
| Families Program-Student Financial Aid | 208 | 549071 | 0 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchI_P01_S00_L02 | Identifier |
| Return Reference | Schedule I, Part I, Line 2 | ReturnReference |
| 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. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Susan Bichsel | |||||||||||||
| 186788 | 0 | 21375 | 0 | 0 | 0 | 16500 | 0 | 26020 | 0 | 250683 | 0 | 5000 | 0 |
| David Hlavac | |||||||||||||
| 143537 | 0 | 6936 | 0 | 0 | 0 | 0 | 0 | 19820 | 0 | 170293 | 0 | 0 | 0 |
| Jaymie Shanker | |||||||||||||
| 126010 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 24670 | 0 | 150680 | 0 | 0 | 0 |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Will Sukenik | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | Board Member | Relationship |
| Amount Of Transaction | 247409 | AmountOfTransaction |
| Description Of Transaction | Organization leases space at fair market value from company owned by board member | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| F990_P06_S0A_L02 | Form 990, Part VI, Section A, Line 2 | Gary Bilchik,Janice Bilchik-family relationship; Eileen Blattner, Robert Blattner-family relationship; Sally Good, Sidney Good - family relationship; Patricia Mintz, Chuck Mintz - family relationship; Myrna Spira, James Spira-family relationship. |
| F990_P06_S0B_L11b | Form 990, Part VI, Section B, Line 11b | A copy of Form 990 is reviewed by the Board Treasurer, CEO, and CFO before being filed. The Treasurer communicates his review to various board committees and the board. The Form 990 is available to all board members upon request. |
| F990_P06_S0B_L12c | 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. |
| F990_P06_S0B_L15 | Form 990, Part VI, Section B, Line 15 | The Compensation Committee of the Board of Directors evaluates the performance of the organization's President and CEO and determines the compensation using market comparability information. Other officers and key employees' compensation is determined by the results of performance evaluations, market comparability information, and the financial condition of the organization and reviewed and approved by the Compensation Committee. |
| F990_P06_S0C_L19 | 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. |
| F990_P11_S00_L05 | Form 990, Part XI, Line 5 | Unrealized investment losses carried at market value and change in unfunded pension liability. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mesila Cleveland LLC | BusinessNameLine1 |
Address US AddressUS
| 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) |
|---|---|---|
| EIN | 273780493 | EIN |
| Primary Activities | Provides financial counseling to low income clients | PrimaryActivities |
| Legal Domicile State | OH | LegalDomicileState |
| Total Income | 0 | TotalIncome |
| EOY Assets | 47063 | EOYAssets |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jewish Family Service Association | BusinessNameLine1 |
Form990 Schedule R Part II Form990ScheduleRPartII (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg | Address Line2AddressUS/AddressLine2 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Jewish Community Care at Home | |||||||||||
| 3659 South Green Road | Beachwood | OH | 44122 | 341861745 | In Home Services | OH | 501(c)(3) | 9 | N/A | 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 | N/A | 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 | N/A | 0 | Suite 322 |
Form990 Schedule R Part III Form990ScheduleRPartIII
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Center for Cognition and Recovery LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3659 South Green Road | AddressLine1 |
| Address Line2 | Suite 315 | AddressLine2 |
| City | Beachwood | City |
| State | OH | State |
| ZIP Code | 44122 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 271148439 | EIN |
| Primary Activity | Facilitate successful provision and dissemination of Cognitive Enhancement Therapy nationally | PrimaryActivity |
| Legal Domicile State | OH | LegalDomicileState |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 1 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |