2013-05-14T11:10:00-07:00 2012-06-30 990 2011-07-01 340714441 JEWISH FAMILY SERVICE ASSOCIATION JEWI 2165042600 3659 SOUTH GREEN ROAD SUITE 322 BEACHWOOD OH 44122 Susan Bichsel 2165042600 2013-05-14 2011 2016-02-25 16:41:14Z Susan Bichsel 3659 South Green Road Suite 322 Beachwood OH 44122 20356723 0 X WWW.JFSA-CLEVELAND.ORG X 1907 OH A PRIVATE NON-PROFIT ORGANIZATION THAT STRENGTHENS FAMILIES BY PROVIDING SERVICES TO THE JEWISH AND BROADER COMMUNITIES IN NORTHEAST OHIO. GUIDED BY TRADITIONAL JEWISH VALUES OF COMMUNAL RESPONSIBILITY AND SOCIAL JUSTICE, THE ORGANIZATION PROVIDES A VARIETY OF SERVICES FOR OLDER ADULTS, DISABLED INDIVIDUALS, FAMILIES IN CRISIS AND STUDENTS. 69 69 628 216 0 0 7130032 6726030 13449717 13506763 45907 13361 215876 9038 20841532 20255192 1114065 1075126 0 0 13481795 14296354 0 0 287425 3303163 3368640 17899023 18740120 2942509 1515072 16289285 17550587 7060887 9340576 9228398 8210011 A PRIVATE NON-PROFIT ORGANIZATION THAT STRENGTHENS FAMILIES AND INDIVIDUALS BY PROVIDING SERVICES TO THE JEWISH AND BROADER COMMUNITIES IN NORTHEAST OHIO. GUIDED BY TRADITIONAL JEWISH VALUES OF COMMUNAL RESPONSIBILITY AND SOCIAL JUSTICE, THE ORGANIZATION IS COMMITTED TO ENHANCING EVERY INDIVIDUAL'S ABILITY TO THRIVE IN OUR COMMUNITY. 0 0 10845848 24736 10867177 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 1884491 450344 687728 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. 1150353 600046 26279 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. 1959442 0 1933336 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. 1959442 0 1933336 15840134 1 1 0 0 0 0 0 0 1 1 1 1 1 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 1 48 0 628 1 0 0 0 0 0 0 0 0 0 0 X 69 69 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 1 0 OH X DAVID HLAVAC VP and CFO 2165042600 3659 SOUTH GREEN ROAD SUITE 322 BEACHWOOD OH 44122 Robert Immerman 1 X X 0 0 0 Philip Cohen 1 X X 0 0 0 Suellen Kadis 1 X X 0 0 0 Ethan Cohen 1 X X 0 0 0 Michael Weiner 1 X X 0 0 0 Bruce Goodman 1 X X 0 0 0 Hinda Abramoff 0.3 X 0 0 0 Trish Adler 0.3 X 0 0 0 Linda Azoff 0.3 X 0 0 0 Michael Baron 0.3 X 0 0 0 Marilyn Bedol 0.3 X 0 0 0 Gary Bilchik 0.3 X 0 0 0 Janice Bilchik 0.3 X 0 0 0 Eileen Blattner 0.3 X 0 0 0 Robert Blattner 0.3 X 0 0 0 Cynthia Bruml 0.3 X 0 0 0 Mike Cole 0.3 X 0 0 0 Robert Deitz 0.3 X 0 0 0 Grant Dinner 0.3 X 0 0 0 Chicky Drost 0.3 X 0 0 0 Morton Epstein 0.3 X 0 0 0 Harold Friedman 0.3 X 0 0 0 Cynthia Fuerst 0.3 X 0 0 0 David Goldberg 0.3 X 0 0 0 Sally Good 0.3 X 0 0 0 Sidney Good 0.3 X 0 0 0 Mark Goren 0.3 X 0 0 0 Herbert Goulder 0.3 X 0 0 0 Alvin Gray 0.3 X 0 0 0 Michael Guggenheim 0.3 X 0 0 0 G Kent Hayes 0.3 X 0 0 0 Jean Heflich 0.3 X 0 0 0 John Herman 0.3 X 0 0 0 Donald Jacobson 0.3 X 0 0 0 William Joseph 0.3 X 0 0 0 David Kaufman 0.3 X 0 0 0 Nathan Klein 0.3 X 0 0 0 Dolores Kleinman 0.3 X 0 0 0 Andrew Kohn 0.3 X 0 0 0 Melissa Korland 0.3 X 0 0 0 Harvey Kotler 0.3 X 0 0 0 Marvin Lader 0.3 X 0 0 0 Sherelynn Lehman 0.3 X 0 0 0 Arthur Mayers 0.3 X 0 0 0 Chuck Mintz 0.3 X 0 0 0 Patricia Mintz 0.3 X 0 0 0 Karen Newborn 0.3 X 0 0 0 Elmer Paull 0.3 X 0 0 0 Shari Perlmuter 0.3 X 0 0 0 Michael Peterman 0.3 X 0 0 0 Kevin Robertson 0.3 X 0 0 0 Cary Root 0.3 X 0 0 0 Charles Rosenberg 0.3 X 0 0 0 Larry Rothstein 0.3 X 0 0 0 Alan Schonberg 0.3 X 0 0 0 Robert Schwartz MD 0.3 X 0 0 0 Leo Silberman 0.3 X 0 0 0 James Spira 0.3 X 0 0 0 Myrna Spira 0.3 X 0 0 0 Eleanor Steigman 0.3 X 0 0 0 David Strauss 0.3 X 0 0 0 Will Sukenik 0.3 X 0 0 0 Judy Ulrich 0.3 X 0 0 0 Sally Wagner 0.3 X 0 0 0 Philip Wasserstrom 0.3 X 0 0 0 Sally Wertheim 0.3 X 0 0 0 John Wirtshafter 0.3 X 0 0 0 Jonathon Wise 0.3 X 0 0 0 William Wortzman 0.3 X 0 0 0 Susan Bichsel 60 X 208163 0 42520 David Hlavac 60 X 150473 0 19820 Timothy Williams 60 X 108959 0 18655 Jaymie Shanker 60 X 126010 0 24670 593605 0 105665 4 0 1 0 REHAB PROFESSIONALS LLC 3628 WALNUT HILLS RD SUITE 105 ORANGE VILLAGE OH 44122 PHYSICAL THERAPY SERVICES 173494 1 3239381 0 0 0 879175 2607474 0 6726030 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 0 0 0 0 13506763 33098 0 0 33098 0 0 0 0 0 0 0 0 0 0 0 81794 0 101531 0 -19737 -19737 0 0 -19737 0 Miscellaneous Income 900099 1281 0 0 1281 Income from Partnership 900099 7757 7757 0 0 0 0 0 0 9038 20255192 13514520 0 14642 0 0 1075126 1075126 0 0 0 0 404475 0 404475 0 0 0 0 0 11481618 10004007 1272599 205012 185316 133344 48909 3063 1190089 992248 167269 30572 1034856 952685 66268 15903 106089 33841 72248 59564 0 59564 106210 20364 85846 0 0 0 0 0 0 397112 382015 12788 2309 108412 91314 14341 2757 771576 632575 135058 3943 66123 34389 26918 4816 0 0 0 0 332398 210574 112277 9547 354300 334515 18001 1784 0 0 0 0 0 0 0 0 41220 40793 427 0 0 0 0 0 232751 195407 35582 1762 128252 116899 11353 0 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 18740120 15840134 2612561 287425 1457434 2209742 0 0 2292815 2185535 1556036 1473108 0 0 0 0 0 0 0 0 90583 77842 5562950 4021017 1740714 1541933 3687785 4262910 1567158 1788777 3896760 4010740 16289285 17550587 1923247 1972683 147276 195264 1308260 1197938 3682104 5974691 7060887 9340576 X -110943 -1629087 4204199 4404741 5135142 5434357 9228398 8210011 16289285 17550587 X 1515072 -2533459 X 0 1 1 X 1 1 X 5244218 5514223 5706956 7114796 6734498 30314691 0 0 0 0 0 0 0 0 0 0 5244218 5514223 5706956 7114796 6734498 30314691 30314691 60679 44063 35747 31236 33098 204823 0 0 0 0 0 1630 32603 1088 231112 9038 275471 30794985 63274378 0.98440 0.98295 X 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 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 6004416 1177794 -223983 0 137521 0 6820706 3930680 1456727 759118 0 142109 0 6004416 2936626 802936 289001 0 97883 0 3930680 2680101 825328 -471157 0 97646 0 2936626 0.108 0.837 0.055 1 0 0 246576 246576 0 1599148 977865 621283 0 572797 423868 148929 0 3144429 2619284 525145 0 0 0 0 1541933 0 0 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 4262910 Student Loans 1788777 C 1788777 Assets held by the Jewish Federation of Cleveland 3815476 Custodial Assets 195264 4010740 0 Accrued Pension Liability 4758145 Due to Jewish Community Care at Home 923152 Due to Planned Lifetime Assistance Network of Northeast Ohio 168564 Due to Independent Montefiore Shelter Home 119952 Swap Valuation 39492 Due from Center for Cognition and Recovery -34614 5974691 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. 1 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 SchI_P01_S00_L02 Schedule I, Part I, Line 2 Criteria for financial assistance is established and documented for each program. Compliance with established criteria is the responsibility of the program director and his/her designee. X X X X 0 0 0 0 0 0 0 0 0 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 Will Sukenik Board Member 247409 Organization leases space at fair market value from company owned by board member 0 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. Mesila Cleveland LLC 3659 South Green Road Suite 322 Beachwood OH 44122 273780493 Provides financial counseling to low income clients OH 0 47063 Jewish Family Service Association 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 Suite 322 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 Planned Lifetime Assistance Network of Northeast Ohio 3659 South Green Rd Suite 322 Beachwood OH 44122 341621291 Help those challenged by chronic mental illness progress in their recovery OH 501(c)(3) 9 N/A 0 Center for Cognition and Recovery LLC 3659 South Green Road Suite 315 Beachwood OH 44122 271148439 Facilitate successful provision and dissemination of Cognitive Enhancement Therapy nationally OH N/A 0 0 0 0 1 0 0 0 0 0 1 0 1 1 1 1 1 1