2011-02-15T07:24:59-06:00 2010-06-30 SS&G FINANCIAL SERVICES INC 32125 SOLON ROAD SOLON OH 441392284 990 2009-07-01 341777878 THE MT SINAI HEALTH CARE FOUNDATION MTSI 2164215500 11000 EUCLID AVE ALLEN MEM LIB 3RD CLEVELAND OH 441061714 MITCHELL BALK 2164215500 2011-02-14 1 Pamela J Plott 4402488787 2011-02-14 2009 2016-02-24 21:20:13Z MITCHELL BALK 11000 EUCLID AVE ALLEN MEM LIB 3RD CLEVELAND OH 441061714 10034932 0 X WWW.MTSINAIFOUNDATION.ORG X 1994 OH HEALTH GRANT MAKER AND SUPPORTING ORGANIZATION TO THE JEWISH FEDERATION OF CLEVELAND 30 30 6 35 0 0 442897 106501 0 -9546601 5132653 0 -9103704 5239154 5813265 7857562 0 761827 747564 0 0 255203 552377 6830295 9157503 -15933999 -3918349 108070184 116599745 3015754 4698617 105054430 111901128 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. 0 0 8547617 7857562 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. 8547617 1 1 0 0 0 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 3 0 1 6 1 0 0 0 0 0 0 0 0 0 0 30 30 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 OH X MELANIE GAVIN 2164215500 11000 EUCLID AVE ALLEN MEMORIAL CLEVELAND OH 441061714 THOMAS W ADLER 2.00 X 0 0 0 RICHARD J BOGOMOLNY 2.00 X X 0 0 0 BETH WAIN BRANDON 2.00 X X 0 0 0 RENEE CHELM 2.00 X 0 0 0 LESLIE DUNN 2.00 X 0 0 0 MORTON G EPSTEIN 2.00 X 0 0 0 MORTON S FRANKEL 2.00 X 0 0 0 AVRIUM I FROIMSON MD 2.00 X 0 0 0 VICTOR GELB 2.00 X 0 0 0 DAVID GOLDBERG 2.00 X 0 0 0 HARLEY I GROSS 2.00 X 0 0 0 J DAVID HELLER 2.00 X 0 0 0 SUSAN HURWITZ 2.00 X 0 0 0 S LEE KOHRMAN 2.00 X 0 0 0 MARC C KRANTZ 8.00 X X 0 0 0 MARCIA LEVINE 2.00 X 0 0 0 KEITH LIBMAN 4.00 X X 0 0 0 ZACHARY T PARIS 2.00 X 0 0 0 DAN A POLSTER 2.00 X 0 0 0 LARRY POLLOCK 2.00 X 0 0 0 JEFFREY PONSKY MD 2.00 X 0 0 0 SUSAN RATNER 2.00 X 0 0 0 ROBERT S REITMAN 2.00 X 0 0 0 ELAINE H ROCKER 2.00 X 0 0 0 SHELLEY ROTH 2.00 X 0 0 0 SUSAN E RUBIN 2.00 X X 0 0 0 JUDITH WEISS 2.00 X 0 0 0 SALLY H WERTHEIM PHD 2.00 X 0 0 0 NANCY G WOLF MD PHD 2.00 X 0 0 0 BENNETT YANOWITZ 2.00 X 0 0 0 LARRY GOLDBERG 2.00 X 0 0 0 RANDALL J KORACH 2.00 X 0 0 0 DAVID F ADLER 2.00 X 0 0 0 BELLERUTH NAPARSTEK 2.00 X 0 0 0 KIM M PESSES 2.00 X 0 0 0 MITCHELL BALK 40.00 X 216557 0 71835 216557 0 71835 1 0 1 0 0 11893 94608 106501 2177321 2177321 7751110 4795778 2955332 2955332 2955332 5239154 0 0 5132653 7857562 7857562 297422 211170 86252 331246 235185 96061 39790 28251 11539 44417 31536 12881 34689 24629 10060 5158 3662 1496 20776 14750 6026 328032 328032 5517 3917 1600 16699 11856 4843 26880 19085 7795 12197 8660 3537 6718 4770 1948 1142 811 331 8362 5937 2425 ANNUAL MEETING 53472 37965 15507 PRINTING & PUBLICATIONS 37731 26789 10942 CONSULTING FEES 21802 15479 6323 MISCELLANEOUS EXPENSE 4142 2941 1201 BOARD EXPENSE 3749 2662 1087 9157503 8547617 609886 0 699702 426625 2414 2546 150931 150164 1910 767 51148257 77586451 56083804 38440300 134097 143056 108070184 116599745 273579 162960 2742175 4535657 3015754 4698617 X 61536565 63599340 37511803 42364014 6006062 5937774 105054430 111901128 108070184 116599745 X 0 1 1 X 0 X X X X 0 0 0 JEWISH FEDERATION OF CLEVELAND 340714445 7 1 1 1 2286984 1 2286984 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7970576 1047769 443912 8574433 11212874 826 -2992039 251085 7970576 0.57000 0.43000 1 1 1 150931 150164 767 767 BENEFICIAL INTEREST IN PERPETUAL TRUST 1021222 F DAVIS 9542905 F WESTFIELD 6071851 F AMERICAN FUNDS 7351542 F GROWTH FUNDS OF AMERICA 6316985 F PIMCO TOTAL RETURN 8135795 F 38440300 5239154 9157503 -3918349 10765047 10765047 6846698 15676169 10765047 10765047 4911122 328032 328032 5239154 8829471 0 8829471 328032 328032 9157503 Part V, Line 4: Description of Intended Use of Endowment Funds: THE FOUNDATION'S ENDOWMENT FUNDS ARE ESTABLISHED FOR A VARIETY OF PURPOSES PRIMARILY RELATED TO THE ADVANCEMENT OF HEALTH AND MEDICINE. 1 JEWISH FEDERATION OF CLEVELAND 26001 SOUTH WOODLAND ROAD BEACHWOOD OH 44122 340714445 501(C)(3) 11984 CAPACITY BUILDING PROJECT JEWISH FEDERATION OF CLEVELAND - CENT - NOTE B 1750 EUCLID AVE CLEVELAND OH 44115 340714445 501(C)(3) 500000 CENTENNIAL INITIATIVE FOR JEWISH CLEVELAND CASE WESTERN RESERVE SCHOOL OF MEDICINE 10900 EUCLID AVE CLEVELAND OH 44106 341018992 501(C)(3) 1333334 MT. SINAI SCHOLARS PROGRAM NARAL PRO-CHOICE OHIO FOUNDATION 12000 SHAKER BLVD CLEVELAND OH 44120 311212322 501(C)(3) 21866 INVESTIGATE STUDY OF CRISIS PREGNANCY CENTERS CASE SCHOOL OF MEDICINE (DEAN'S FUND) 10900 EUCLID AVE CLEVELAND OH 44106 341018992 501(C)(3) 333333 DEAN'S CATALYTIC FUND ASIAN SERVICES IN ACTION INC 3631 PERKINS AVE 2A-W CLEVELAND OH 44114 341798850 501(C)(3) 37004 ASIAN HEALTH ACCESS INITIATIVE (AHAI) CENTER FOR COMMUNITY SOLUTIONS 1226 HURON ROAD E - STE 300 CLEVELAND OH 44115 340714723 501(C)(3) 57823 ANALYSIS OF CUYAHOGA COUNTY'S PUBLIC HEALTH SYSTEM CUYAHOGA COUNTY INVEST IN CHILDREN 310 W LAKESIDE AVE STE 565 CLEVELAND OH 44113 346000817 501(C)(3) 250000 INVEST IN CHILDREN PROGRAM JENNINGS CENTER FOR OLDER ADULTS 10204 GRANGER ROAD GARFIELD HTS OH 44125 310757800 501(C)(3) 21079 SUSTAINING HEALTH & WELLNESS SERVICES TO AFFORDABLE SENIOR HOUSING TENANTS MAGNOLIA CLUBHOUSE 11101 MAGNOLIA DRIVE CLEVELAND OH 44106 522441206 501(C)(3) 50000 INTEGRATION OF CARE - MAGNOLIA CLUBHOUSE CLINIC PLANJFSA CENTER FOR COGNITION & RECOVERY 5010 MAYFIELD RD 304 CLEVELAND OH 44124 341621291 501(C)(3) 41125 CENTER FOR COGNITION AND RECOVERY - A JOINT CENTER OF PLAN AND FJSA RECOVERY RESOURCES 3950 CHESTER AVE CLEVELAND OH 44114 341211116 501(C)(3) 18860 PREVENTION COALITION FOR YOUTH IN SLAVIC VILLAGE BIOENTERPRISE CORPORATION 1360 EAST 9TH STREET STE 210 CLEVELAND OH 44114 270606927 501(C)(3) 300000 MAINTAINING THE MOMENTUM: A "MAJOR LEAGUE" BIOSCIENCE BUSINESS CENTER CENTER FOR COMMUNITY SOLUTIONS (AFC) 1226 HURON ROAD E - STE 300 CLEVELAND OH 44115 340714723 501(C)(3) 50000 AIDS FUNDING COLLABORATIVE FUNDING PARTNER MEMBERSHIP COUNCIL GARDENS 2501 NORTH TAYLOR RD CLEVELAND OH 44118 340909917 501(C)(3) 100000 MATCHING FUNDS TO LEVERAGE $1.6 MILLION IN FEDERAL STIMULUS FUNDS HEALTH POLICY INSTITUTE OF OHIO (HPIO) 37 WEST BOARD ST STE 350 COLUMBUS OH 43215 300186863 501(C)(3) 450000 IMPROVING THE HEALTH AND WELL-BEING OF OHIOANS THROUGH INFORMED POLICY DECISIONS IDEASTREAM WVIZPBS & 903 WCPN 1375 EUCLID AVE CLEVELAND OH 44115 341943865 501(C)(3) 25000 HEALTH INITIATIVE PROJECT JEWISH FEDERATION OF CLEVELAND 25701 SCIENCE PARK DR BEACHWOOD OH 44122 340714445 501(C)(3) 1525000 2010 CAMPAIGN FOR JEWISH NEEDS MENORAH PARK CENTER FOR SENIOR LIVING 27100 CEDAR RD CLEVELAND OH 44122 340714443 501(C)(3) 138700 CENTER FOR ASSISTIVE TECHNOLOGY MOBILEMED 1 FOUNDATION 19910 MALVERN ROAD BEACHWOOD OH 44122 264038371 501(C)(3) 292312 MEDWORKS START-UP FUNDING: IMPROVING HEALTH CARE ACCESS IN OUR COMMUNITY NEIGHBORHOOD FAMILY PRACTICE 3569 RIDGE ROAD CLEVELAND OH 44102 341300581 501(C)(3) 60000 EXPANDING THE CIRCLE OF CARE: MIDWIFERY PROGRAM SENIOR TRANSPORTAION CONNECTION OF CUYAHOGA COUNTY (STC) 4735 WEST 150TH ST STE A CLEVELAND OH 44135 300319480 501(C)(3) 75000 OPERATIONS SUPPORT JEWISH FEDERATION OF CLEVELAND 25701 SCIENCE PARK DR BEACHWOOD OH 44122 340714445 501(C)(3) 250000 SPECIAL ALLOCATION TO 2010 CAMPAIGN FOR JEWISH NEEDS ALCOHOL DRUGMENTAL HEALTH BOARD OF CC 1400 WEST 25TH ST 3RD FLOOR CLEVELAND OH 44113 346000817 501(C)(3) 40000 COMPREHENSIVE NEEDS ASSESSMENT AND STRATEGIC PLANNING FOR BEHAVIORAL HEALTH SERVICES FOR CUYAHOGA COUNTY CARE ALLIANCE HEALTH CENTER 1530 ST CLAIR AVE CLEVELAND OH 44114 341748776 501(C)(3) 141463 CHRONIC CARE PROGRAM THE CHILDREN'S MUSEUM OF CLEVELAND 10730 EUCLID AVE CLEVELAND OH 44106 341360267 501(C)(3) 103200 START RIGHT, GET FIT, AN EARLY CHILDHOOD OBESITY PREVENTION PILOT PROJECT UNIVERSITY HOSPITALS HEALTH SYSTEM 11100 EUCLID AVE CLEVELAND OH 44106 340714775 501(C)(3) 130626 RAINBOW BABIES & CHILDREN: "START RIGHT, GET FIT," AN EARLY CHILDHOOD OBESITY PREVENTION PILOT PROJECT CLEVELAND METROPOLITAN SCHOOL DISTRICT 1380 EAST 6TH ST CLEVELAND OH 44114 346000662 GOVERNMENTAL 109114 START RIGHT, GET FIT, AN EARLY CHILDHOOD OBESITY PRVENTION PILOT PROJECT CLEVELAND CLINIC FOUNDATION 9500 EUCLID AVE CLEVELAND OH 44105 340714593 501(C)(3) 75000 MATHILE AND MORTON J STONE CHAIR AND PROFESSORSHIP CUYAHOGA HEALTH ACCESS PARTNERSHIP (CHAP) 1530 ST CLAIR AVE CLEVELAND OH 44114 271217221 501(C)(3) 75000 START-UP FUNDING FOR A PUBLIC/PRIVATE PARTNERSHIP FOR HEALTH CARE ACCESS FOR THE UNINSURED FREE CLINIC OF GREATER CLEVELAND 12201 EUCLID AVE CLEVELAND OH 44106 237078501 501(C)(3) 100000 GENERAL OPERATING SUPPORT MILESTONES AUTISM ORGANIZATIN 23880 COMMERCE PARK STE 2 BEACHWOOD OH 44122 200721205 501(C)(3) 100000 MILESTONES ROADMAP TO ADULTHOOD TRANSITIONAL HOUSING 1545 WEST 25TH ST CLEVELAND OH 44113 341424555 501(C)(3) 48000 START-UP FUNDING TO SUPPORT THE BEHAVIORAL HEALTH PROGRAM SOCIAL WORKER UNITED WAY OF GREATER CLEVELAND 1331 EUCLID AVE CLEVELAND OH 44115 346516654 501(C)(3) 100000 SUPPORT FOR HEALTH PROGRAMS SERVING THE URBAN COMMUNITY COMMUNITY ASSESSMENT & TREATMENT SERVICES INC (CATS) 8415 BROADWAY AVE CLEVELAND OH 44127 341651217 501(C)(3) 36890 START UP OF NALTREXONE CLINIC AT CATS HELLEN KELLER INTERNATIONAL (CHILDSIGHT) 352 PARK AVE SOUTH - STE 1200 NEW YORK NY 10010 135562162 501(C)(3) 300000 CHILDSIGHT CLEVELAND NORTH COAST HEALTH MINISTRY 16110 DETROIT AVE LAKEWOOD OH 44107 341536257 501(C)(3) 30000 OPERATING SUPPORT PLANNED PARENTHOOD OF NORTHEAST OHIO 444 WEST EXCHANGE ST AKRON OH 44302 340714686 501(C)(3) 30000 REVERSING THE TREND: OFFERING LONG-ACTING CONTRACEPTION TO CLEVELAND'S MOST TOWARDS EMPLOYMENT 1255 EUCLID AVE STE 300 CLEVELAND OH 44115 341578831 501(C)(3) 35000 THE REACH PROJECT: YEAR 3 VOICES FOR OHIO'S CHILDREN 3634 EUCLID AVE STE 101 CLEVELAND OH 44115 341941907 501(C)(3) 120000 RAISING OUR VOICES FOR CHILDREN: CHILD ADVOCACY IN 2010-2012 39 1 Procedure for Monitoring Grants in the U.S.: Part I, Line 2: 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 X X X 0 1 0 0 0 0 0 0 0 MITCHELL BALK 216557 0 0 0 0 0 33897 0 37938 0 288392 0 0 0 Part I, Line 4a MITCHELL BALK $17,397 Form 990, Part VI, Section A, line 2 DAVID GOLDBERG IS BROTHER-IN-LAW OF JEFF PONSKY ZACH PARIS AND SUSAN RATNER ARE BROTHER AND SISTER IN LAW 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 Form 990, Part VI, Section B, line 12c 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 15a COMPENSATION PACKAGE FOR THE PRESIDENT IS REVIEWED AND APPROVED BY THE BOARD ANNUALLY Form 990, Part VI, Section C, line 19 THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST FORM 990, PART XI, LINE 2C: THE PROCESS FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR FORM 990, PART VI, LINE 7A: TRUSTEE MUST BE APPROVED BY THE JEWISH FEDERATION BOARD CHAIR TO BE ELECTED JEWISH FEDERATION OF CLEVELAND 25701 SCIENCE PARK DRIVE CLEVELAND OH 44122 340714445 CHARITABLE ORGANIZATION OH 501(c)(3) Line 7 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 JEWISH FEDERATION OF CLEVELAND B 2286984