MT SINAI HEALTH CARE FOUNDATION: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- MT SINAI HEALTH CARE FOUNDATION (EIN 34-1777878)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-03-28
- IRS object ID
- 201230889349300723
- Schema version
- 2010v3.4
- 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) |
|---|---|---|
| Timestamp | 2012-03-28T12:25:18-05:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SS&G INC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 32125 SOLON ROAD | AddressLine1 |
| City | SOLON | City |
| State | OH | State |
| ZIP Code | 441392284 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341777878 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MT SINAI HEALTH CARE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MTSI | NameControl |
| Phone | 2164215500 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11000 EUCLID AVE ALLEN MEM LIB 3RD | AddressLine1 |
| City | CLEVELAND | City |
| State | OH | State |
| ZIP Code | 441061714 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PRESIDENT | Name |
| Title | PRESIDENT | Title |
| Phone | 2164215500 | Phone |
| Date Signed | 2012-03-22 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ADAM M BEREBITSKY | Name |
| Phone | 4402488787 | Phone |
| Date Prepared | 2012-03-22 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MITCHELL BALK | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11000 EUCLID AVE ALLEN MEM LIB 3RD | AddressLine1 |
| City | CLEVELAND | City |
| State | OH | State |
| ZIP Code | 441061714 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 17588776 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.MTSINAIFOUNDATION.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1994 | YearFormation |
| State Legal Domicile | OH | StateLegalDomicile |
| Activity Or Mission Description | HEALTH GRANT MAKER AND SUPPORTING ORGANIZATION TO THE JEWISH FEDERATION OF CLEVELAND | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 29 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 29 | NbrIndependentVotingMembers |
| Total Nbr Employees | 6 | TotalNbrEmployees |
| Total Nbr Volunteers | 34 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 106501 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 247271 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 5132653 | InvestmentIncomePriorYear |
| Investment Income Current Year | 5429830 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 2333 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 5239154 | TotalRevenuePriorYear |
| Total Revenue Current Year | 5679434 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 7857562 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 6452454 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 747564 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 796244 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 552377 | OtherExpensePriorYear |
| Other Expenses Current Year | 550737 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 9157503 | TotalExpensesPriorYear |
| Total Expenses Current Year | 7799435 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -3918349 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -2120001 | RevenuesLessExpensesCY |
| Total Assets BOY | 116599745 | TotalAssetsBOY |
| Total Assets EOY | 133605176 | TotalAssetsEOY |
| Total Liabilities BOY | 4698617 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 4425806 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 111901128 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 129179370 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO SUPPORT THE JFC BY ASSISTING GREATER CLEVELAND'S ORGANIZATIONS AND LEADERS TO IMPROVE THE HEALTH AND WELL BEING OF THE JEWISH AND GENERAL COMMUNITIES NOW AND FOR GENERATIONS TO FOLLOW. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 7175927 | Expense |
| Grants | 6452454 | Grants |
| Description | TO ENGAGE IN GRANT MAKING TO SUPPORT AND CARRY OUT THE PURPOSES OF THE JEWISH FEDERATION OF CLEVELAND, AND ENCOURAGE ACTIVITIES DESIGNED TO IMPROVE THE HEALTH STATUS OF THE RESIDENTS OF NORTHEASTERN OHIO, IN PARTICULAR, THE NEEDS OF THE JEWISH COMMUNITY. | Description |
| Total Program Service Expense | 7175927 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | 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 | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | 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 | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | 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 | 3 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 6 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| 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 |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 29 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 29 | 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 | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MELANIE GAVIN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2164215500 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11000 EUCLID AVE ALLEN MEMORIAL | AddressLine1 |
| City | CLEVELAND | City |
| State | OH | State |
| ZIP Code | 441061714 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (35 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| MARC C KRANTZ | ||||||
| CHAIR | 8.00 | X | X | 0 | 0 | 0 |
| RICHARD J BOGOMOLNY | ||||||
| VICE CHAIR | 2.00 | X | X | 0 | 0 | 0 |
| BETH WAIN BRANDON | ||||||
| VICE CHAIR | 2.00 | X | X | 0 | 0 | 0 |
| KEITH LIBMAN | ||||||
| TREASURER | 4.00 | X | X | 0 | 0 | 0 |
| SUSAN E RUBIN | ||||||
| SECRETARY | 2.00 | X | X | 0 | 0 | 0 |
| LESLIE D DUNN | ||||||
| LIFE DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| MORTON S FRANKEL | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| AVRIUM I FROIMSON MD | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| VICTOR GELB | ||||||
| LIFE DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| HARLEY I GROSS | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| J DAVID HELLER | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| SUSAN HURWITZ | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| S LEE KOHRMAN | ||||||
| LIFE DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| MORTON G EPSTEIN | ||||||
| DIRECTOR EMERITUS | 2.00 | X | 0 | 0 | 0 | |
| MARCIA LEVINE | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| JULIE ADLER RASKIND | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| DAN A POLSTER | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| LARRY POLLOCK | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| JEFFREY PONSKY MD | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| SUSAN RATNER | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| ROBERT S REITMAN | ||||||
| LIFE DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| ELAINE H ROCKER | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| SHELLEY ROTH | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| JUDITH WEISS | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| SALLY H WERTHEIM PHD | ||||||
| DIRECTOR EMERITUS | 2.00 | X | 0 | 0 | 0 | |
| NANCY G WOLF MD PHD | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| BENNETT YANOWITZ | ||||||
| LIFE DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| LARRY GOLDBERG | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| RANDALL J KORACH | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| DAVID F ADLER | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| BELLERUTH NAPARSTEK | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| KIM M PESSES | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| THOMAS W ADLER | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| RENEE CHELM | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| MITCHELL BALK | ||||||
| PRESIDENT | 40.00 | X | 240251 | 0 | 76500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 240251 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 76500 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Related Organizations | 12592 | RelatedOrganizations |
| All Other Contributions | 234679 | AllOtherContributions |
| Total Contributions | 247271 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2714335 | TotalRevenueColumn |
| Exclusion | $2,714,335 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 14624837 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 11909342 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2715495 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2715495 | TotalRevenueColumn |
| Exclusion | $2,715,495 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS INCOME | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 2333 | TotalRevenueColumn |
| Exclusion | $2,333 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 2333 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5679434 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $5,432,163 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6452454 | Total |
| Program Services | 6452454 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 306596 | Total |
| Program Services | 229947 | ProgramServices |
| Management And General | 76649 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 325675 | Total |
| Program Services | 221426 | ProgramServices |
| Management And General | 104249 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22752 | Total |
| Program Services | 15428 | ProgramServices |
| Management And General | 7324 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 105369 | Total |
| Program Services | 73077 | ProgramServices |
| Management And General | 32292 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35852 | Total |
| Program Services | 25455 | ProgramServices |
| Management And General | 10397 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4342 | Total |
| Program Services | 3083 | ProgramServices |
| Management And General | 1259 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20206 | Total |
| Program Services | 14346 | ProgramServices |
| Management And General | 5860 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 328004 | Total |
| Management And General | 328004 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2435 | Total |
| Program Services | 1729 | ProgramServices |
| Management And General | 706 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20356 | Total |
| Program Services | 14453 | ProgramServices |
| Management And General | 5903 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28104 | Total |
| Program Services | 19954 | ProgramServices |
| Management And General | 8150 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10958 | Total |
| Program Services | 7780 | ProgramServices |
| Management And General | 3178 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2780 | Total |
| Program Services | 1974 | ProgramServices |
| Management And General | 806 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1040 | Total |
| Program Services | 738 | ProgramServices |
| Management And General | 302 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6757 | Total |
| Program Services | 4797 | ProgramServices |
| Management And General | 1960 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| ANNUAL MEETING | 64041 | 45469 | 18572 |
| PRINTING & PUBLICATIONS | 22717 | 16129 | 6588 |
| CONSULTING FEES | 18723 | 13293 | 5430 |
| WALKING PROGRAM | 13531 | 9607 | 3924 |
| BOARD EXPENSE | 3806 | 2702 | 1104 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2937 | Total |
| Program Services | 2086 | ProgramServices |
| Management And General | 851 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7799435 | Total |
| Program Services | 7175927 | ProgramServices |
| Management And General | 623508 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 426625 | BOY |
| EOY | 509328 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2546 | BOY |
| EOY | 132683 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 158374 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 151204 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 767 | BOY |
| EOY | 7170 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 77586451 | BOY |
| EOY | 82558978 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38440300 | BOY |
| EOY | 50236385 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 143056 | BOY |
| EOY | 160632 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 116599745 | BOY |
| EOY | 133605176 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 162960 | BOY |
| EOY | 229536 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4535657 | BOY |
| EOY | 4196270 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4698617 | BOY |
| EOY | 4425806 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 63599340 | BOY |
| EOY | 73164518 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 42364014 | BOY |
| EOY | 49901929 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5937774 | BOY |
| EOY | 6112923 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 111901128 | BOY |
| EOY | 129179370 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 116599745 | BOY |
| EOY | 133605176 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -2120001 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 19398243 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Both | X | FinancialStatementBoth |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type1 | X | SupportingOrg509a3Type1 |
| Certification Checkbox | X | CertificationCheckbox |
| Written IRS Determination | X | WrittenIRSDetermination |
| Contrib By Controlling Individual | 0 | ContribByControllingIndividual |
| Contribution By Related Party | 0 | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | 0 | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWISH FEDERATION OF CLEVELAND | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 340714445 | EIN |
| Type Of Organization | 7 | TypeOfOrganization |
| Listed In Governing Doc | 1 | ListedInGoverningDoc |
| Supported Organization Notified | 1 | SupportedOrganizationNotified |
| Organized In US | 1 | OrganizedInUS |
| Amount | $2,677,622 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 1 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 2677622 | SumOfAmounts |
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
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 8574433 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 1859329 | InvestmentEarningsOrLosses |
| Other Expenditures | 344279 | OtherExpenditures |
| End Of Year Balance | 10089483 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 7970576 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 1047769 | InvestmentEarningsOrLosses |
| Other Expenditures | 443912 | OtherExpenditures |
| End Of Year Balance | 8574433 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 11212874 | BeginningOfYearBalance |
| Contributions | 826 | Contributions |
| Investment Earnings Or Losses | -2992039 | InvestmentEarningsOrLosses |
| Other Expenditures | 251085 | OtherExpenditures |
| End Of Year Balance | 7970576 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.48730 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.51360 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 1 | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | 1 | AreRelatedOrgsListedScheduleR |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 158374 | OtherCostOrOtherBasis |
| Depreciation | 151204 | Depreciation |
| Book Value | 7170 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 7170 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (7 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| BENEFICIAL INTEREST IN PERPETUAL TRUST | 1196371 | F |
| DAVIS | 9433627 | F |
| WESTFIELD | 6531457 | F |
| AMERICAN FUNDS | 6896369 | F |
| GROWTH FUNDS OF AMERICA | 7048241 | F |
| PIMCO TOTAL RETURN | 8360467 | F |
| VANGUARD 500 INST | 10769853 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 50236385 | TotalOfBookValueSecurities |
| Total Revenue | 5679434 | TotalRevenue |
| Total Expenses | 7799435 | TotalExpenses |
| Excess Or Deficit For Year | -2120001 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 19398243 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 19398243 | TotalAdjustments |
| Excess Or Deficit Per FS | 17278242 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 24749673 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 19398243 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 19398243 | RevenueNotRptdF990 |
| Revenue Subtotal | 5351430 | RevenueSubtotal |
| Investment Expenses Not Included | 328004 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 328004 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 5679434 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 7471431 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 7471431 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 328004 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 328004 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 7799435 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE FOUNDATION'S ENDOWMENT FUNDS ARE ESTABLISHED FOR A VARIETY OF PURPOSES PRIMARILY RELATED TO THE ADVANCEMENT OF HEALTH AND MEDICINE. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE INTERNAL REVENUE SERVICE (IRS) HAS RULED THAT THE FOUNDATION IS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS, THEREFORE, NOT SUBJECT TO TAX UNDER PRESENT FEDERAL INCOME TAX LAWS, EXCEPT ON UNRELATED BUSINESS INCOME, IF ANY. THE FOUNDATION HAS NOT BEEN CLASSIFIED BY THE IRS AS OTHER THAN A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) AND DOES QUALIFY FOR DEDUCTIBLE CONTRIBUTIONS AS PROVIDED IN SECTION 170(A). THE FOUNDATION'S INCOME TAX FILINGS ARE SUBJECT TO AUDIT BY VARIOUS TAXING AUTHORITIES. THE FOUNDATION'S OPEN AUDIT PERIODS ARE 2008 THROUGH 2011. IN EVALUATING THE FOUNDATION'S ACTIVITIES, THE FOUNDATION BELIEVES ITS POSITION OF TAX-EXEMPT STATUS IS CURRENT BASED ON CURRENT FACTS AND CIRCUMSTANCES. THE FOUNDATION HAS FURTHER ASSESSED THAT THERE ARE NO ACTIVITIES UNRELATED TO THE PURPOSE OF THE FOUNDATION AND THEREFORE NO TAX IS TO BE RECOGNIZED. IT IS THE POLICY OF THE FOUNDATION 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, 2011 AND 2010. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (34 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Method Of ValuationMethodOfValuation | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|---|
| JEWISH COMMUNITY FEDERATION - CENT | ||||||||
| 1750 EUCLID AVENUE | CLEVELAND | OH | 44103 | 340714445 | 501(C)(3) | 500000 | BOOK | CENTENNIAL INITIATIVE FOR JEWISH CLEVELAND |
| CENTER FOR FAMILIES AND CHILDREN | ||||||||
| 4500 EUCLID AVENUE | CLEVELAND | OH | 44103 | 237084455 | 501(C)(3) | 18200 | BOOK | MENTAL HEALTH ADVOCACY COALITION - OPERATING SUPPORT |
| CUYAHOGA COUNTY PUBLIC LIBRARY | ||||||||
| 2111 SNOW ROAD | CLEVELAND | OH | 44134 | 346000819 | 501(C)(3) | 105206 | BOOK | CONSUMER EDUCATION LIBRARY AT METROHEALTH MEDICAL CENTER |
| BELLEFAIRE JEWISH CHILDREN'S BUREAU | ||||||||
| 22001 FAIRMOUNT BLVD | CLEVELAND | OH | 44118 | 340714630 | 501(C)(3) | 166664 | BOOK | RESIDENTIAL PROGRAM FOR ADULTS WITH AUTISM SPECTRUM DISORDERS - PILOT |
| BEECH BROOK | ||||||||
| 3737 LANDER ROAD | PEPPER PIKE | OH | 44124 | 340714597 | 501(C)(3) | 25118 | BOOK | STEPS PARENTING PROGRAM FOR CAREGIVERS OF CHILDREN 0-5 YEARS |
| CLEVELAND METROPOLITAN SCHOOL DISTRICT | ||||||||
| 1380 EAST SIXTH STREET | CLEVELAND | OH | 44114 | 346000662 | 501(C)(3) | 200000 | BOOK | IMPLEMENTATION OF PATHS (PROMOTING ALTERNATIVE THINKING STRATEGIES) BEHAVIORAL HEALTH CURRICULUM |
| CLEVELAND RAPE CRISIS CENTER | ||||||||
| 526 SUPERIOR AVENUE STE 1400 | CLEVELAND | OH | 44114 | 510164315 | 501(C)(3) | 25000 | BOOK | SEXUAL ASSAULT PUBLIC POLICY PROJECT |
| JEWISH FEDERATION OF CLEVELAND (2011 CAMPAIGN) | ||||||||
| 25701 SCIENCE PARK DRIVE | BEACHWOOD | OH | 44122 | 340714445 | 501(C)(3) | 1525000 | BOOK | 2011 CAMPAIGN FOR JEWISH NEEDS |
| JEWISH FEDERATION OF CLEVELAND | ||||||||
| 25701 SCIENCE PARK DRIVE | BEACHWOOD | OH | 44122 | 340714445 | 501(C)(3) | 50000 | BOOK | SPECIAL ALLOCATION TO 2011 CAMPAIGN FOR JEWISH NEEDS |
| RECOVERY RESOURCES | ||||||||
| 3950 CHESTER AVENUE | CLEVELAND | OH | 44114 | 341211116 | 501(C)(3) | 67500 | BOOK | IMPLEMENTING "MEANINGFUL USE": TECHNOLOGY AND ELECTRONIC HEALTH RECORD CRITERIA IN PREPARATION FOR HEALTH REFORM |
| THE CENTER FOR COMMUNITY SOLUTIONS | ||||||||
| 1501 EUCLID AVE STE 310 | CLEVELAND | OH | 44115 | 340714723 | 501(C)(3) | 50000 | BOOK | AIDS FUNDING COLLABORATIVE FUNDING PARTNER |
| ENVIRONMENTAL HEALTH WATCH | ||||||||
| 3500 LORAIN AVENUE | CLEVELAND | OH | 44113 | 341443935 | 501(C)(3) | 20000 | BOOK | NEIGHBORHOOD LEADERSHIP FOR ENVIRONMENTAL HEALTH (NLEH) |
| IDEASTREAM IDEA CENTER | ||||||||
| 1375 EUCLID AVENUE | CLEVELAND | OH | 44115 | 341943865 | 501(C)(3) | 25000 | BOOK | KEEPING KIDS FIT |
| SENIOR TRANSPORTATION CONNECTION OF CUYAHOGA COUNTY | ||||||||
| 4735 WEST 150TH STEET STE A | CLEVELAND | OH | 44135 | 300319480 | 501(C)(3) | 175000 | BOOK | OPERATIONS SUPPORT |
| STELLA MARIS | ||||||||
| 1320 WASHINGTON AVENUE | CLEVELAND | OH | 44113 | 340896181 | 501(C)(3) | 30000 | BOOK | CASE MANAGER FOR SUPPORTIVE HOUSING |
| ASIAN SERVICES IN ACTION INC | ||||||||
| 3631 PERKINS AVENUE 2A-W | CLEVELAND | OH | 44114 | 341798850 | 501(C)(3) | 51044 | BOOK | ASIAN HEALTH ACCESS INITIATIVE (AHAI) |
| BIKUR CHOLIM OF CLEVELAND | ||||||||
| 3653 SHANNON ROAD | CLEVELAND | OH | 44118 | 341809885 | 501(C)(3) | 150000 | BOOK | HOSPITAL HOSPITALITY ROOM PROGRAM |
| CLEVELAND CLINIC FOUNDATION | ||||||||
| 9500 EUCLID AVE | CLEVELAND | OH | 44195 | 340714593 | 501(C)(3) | 75000 | BOOK | MATHILE AND MORTON J. STONE CHAIR AND PROFESSORSHIP |
| CONNECTIONS | ||||||||
| 24200 CHAGRIN BLVD | BEACHWOOD | OH | 44122 | 341140997 | 501(C)(3) | 52000 | BOOK | DEVELOPMENT OF A UNIVERSAL INTAKE PACKET FOR BEHAVIORAL HEALTH CLIENTS |
| FREE MEDICAL CLINIC OF GREATER GREATER CLEVELAND | ||||||||
| 12201 EUCLID AVE | CLEVELAND | OH | 44106 | 237078501 | 501(C)(3) | 90000 | BOOK | GENERAL OPERATING SUPPORT |
| LEAP (LINKING EMPLOYMENT ABILITIES & POTENTIAL) | ||||||||
| 2545 LORAIN AVENUE | CLEVELAND | OH | 44113 | 341369608 | 501(C)(3) | 60000 | BOOK | PUBLIC POLICY CENTER |
| UHCAN OHIO (UNIVERSAL HEALTH CARE ACCESS NETWORK) | ||||||||
| 2800 EUCLID AVE 52 | CLEVELAND | OH | 44115 | 311542417 | 501(C)(3) | 70000 | BOOK | GENERAL OPERATING SUPPORT |
| UNITED WAY OF GREATER CLEVELAND | ||||||||
| 1331 EUCLID AVE | CLEVELAND | OH | 44115 | 346516654 | 501(C)(3) | 75000 | BOOK | SUPPORT FOR HEALTH PROGRAMS SERVING THE URBAN COMMUNITY |
| UNIVERSITY HOSPITALS HEALTH SYSTEM | ||||||||
| 11100 EUCLID AVE | CLEVELAND | OH | 44106 | 340714775 | 501(C)(3) | 203296 | BOOK | BREAST FOR SUCCESS: A FAMILY-CENTERED INTERVENTION IN SUPPORT OF BREASTFEEDING AMONG HIGH-RISK LOW-INCOME MOTHERS IN CLEVELAND |
| UNIVERSITY HOSPITALS HEALTH SYSTEM | ||||||||
| 11100 EUCLID AVE | CLEVELAND | OH | 44106 | 340714775 | 501(C)(3) | 32025 | BOOK | RAINBOW BABIES & CHILDREN: "JUMP TO IT" AN EARLY CHILDHOOD OBESITY PREVENTION PILOT PROJECT - EXTENSION |
| AMERICAN RED CROSS OF GREATER CLEVELAND | ||||||||
| 3747 EUCLID AVE | CLEVELAND | OH | 44115 | 530196605 | 501(C)(3) | 40000 | BOOK | SUPPORT FOR NURSE ASSISTANT TRAINING |
| CASE WESTERN RESERVE SCHOOL OF MEDICINE | ||||||||
| 10900 EUCLID AVE | CLEVELAND | OH | 44106 | 341018992 | 501(C)(3) | 2000000 | BOOK | MT. SINAI SCHOLARS PROGRAM (RENEWAL) |
| CASE WESTERN RESERVE SCHOOL OF MEDICINE | ||||||||
| 10900 EUCLID AVE | CLEVELAND | OH | 44106 | 341018992 | 501(C)(3) | 20000 | BOOK | INTERNATIONAL CENTER FOR AUTISM SPECTRUM DISORDERS (ICASD) |
| ELIZA JENNINGS SENIOR CARE NETWORK | ||||||||
| 14701 DETROIT AVENUE STE 620 | LAKEWOOD | OH | 44104 | 341560243 | 501(C)(3) | 30960 | BOOK | LEARNING THERAPY INITIATIVE: NEW HOPE FOR ADULTS WITH DEMENTIA |
| FORCES4QUALITY NORTHEAST OHIO | ||||||||
| 2500 METROHEALTH DRIVE | CLEVELAND | OH | 44109 | 261725657 | 501(C)(3) | 44033 | BOOK | SALARY SUPPORT FOR BETTER HEALTH GREATER CLEVELAND PROGRAM MANAGER: BUILDING ON SUCCESSES AND FOR SUSTAINABILITY |
| JOSEPH'S HOME | ||||||||
| 2412 COMMUNITY COLLEGE AVENUE | CLEVELAND | OH | 44115 | 341901676 | 501(C)(3) | 66688 | BOOK | CAPACITY BUILDING - ADMINISTRATIVE COORDINATOR |
| POSITIVE EDUCATION PROGRAM | ||||||||
| 3100 EUCLID AVENUE | CLEVELAND | OH | 44115 | 341127919 | 501(C)(3) | 50000 | BOOK | PEP CRITICAL SAFETY INITIATIVE |
| YWCA GREATER CLEVELAND | ||||||||
| 4019 PROSPECT AVENUE | CLEVELAND | OH | 44103 | 340714800 | 501(C)(3) | 50000 | BOOK | TARGETING OBESITY, DIABETES AND YOUTH PROGRAM (TODAY) |
| UNIVERSITY HOSPITALS | ||||||||
| 11000 EUCLID AVENUE | CLEVELAND | OH | 44106 | 340714775 | 501(C)(3) | 112600 | BOOK | MT. SINAI COMMUNITY PARTNERS FOR JEWISH GENETIC DISEASES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 29 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: GRANT MONITORING BY FOUNDATION STAFF, PERIODIC SITE VISITS, ANNUAL OR SEMI-ANNUAL REPORTS SENT BY GRANTEES, REVIEW OF MAJOR PROJECTS BY BOARD LEVEL COMMITTEE | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | MITCHELL BALK | NamePerson |
| Base Compensation Filing Org | 222849 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 17402 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 34442 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 42058 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 316751 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 17402 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 4B | ReturnReference |
| Explanation | MITCHELL BALK $16,500 | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | LEE KOHRMAN AND MARC KRANTZ ARE PARTNERS IN KOHRMAN, JACKSON AND KRANTZ, WHICH IS THE FOUNDATION'S LAW FIRM | |
| FORM 990, PART VI, SECTION B, LINE 11 | DRAFT COPY OF THE TAX RETURN IS PROVIDED TO THE BOARD CHAIR AND TREASURER OF THE BOARD FOR REVIEW AND APPROVAL PRIOR TO FILING. DRAFT COPY IS ALSO REVIEWED BY THE CFO OF THE SUPPORTED ORGANIZATION. | |
| CONFLICT OF INTEREST STATEMENTS SIGNED ANNUALLY. ALL CONFLICT OF INTEREST STATEMENTS ARE CAREFULLY REVIEWED BY THE BOARD AND THOSE MEMBERS WITH CONFLICT OF INTEREST DO NOT VOTE ON MATTERS WHERE CONFLICT OF INTEREST EXISTS. | FORM 990, PART VI, SECTION B, LINE 12C | |
| COMPENSATION PACKAGE FOR THE PRESIDENT IS REVIEWED AND APPROVED BY THE BOARD EXECUTIVE COMMITTEE ANNUALLY. THE PRESIDENT IS NOT PRESENT WHEN THE EXECUTIVE COMMITTEE APPROVES HIS COMPENSATION. THE EXECUTIVE COMMITTEE RELIES ON COMPARABLE DATA AND THE MINUTES OF THEIR MEETING ARE TIMELY DOCUMENTED. | FORM 990, PART VI, SECTION B, LINE 15A | |
| THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 19,398,243. | FORM 990, PART XI, LINE 5: |
| THE AUDIT OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. | FORM 990, PART XII, LINE 2C: | |
| TRUSTEE MUST BE APPROVED BY THE JEWISH FEDERATION BOARD CHAIR TO BE ELECTED | FORM 990, PART VI, LINE 7A: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWISH FEDERATION OF CLEVELAND | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25701 SCIENCE PARK DRIVE | AddressLine1 |
| City | CLEVELAND | City |
| State | OH | State |
| ZIP Code | 44122 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 340714445 | EIN |
| Primary Activities | CHARITABLE ORGANIZATION | PrimaryActivities |
| Legal Domicile State | OH | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | LINE 7 | PublicCharityStatus |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | 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 | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |