JHSI INC
Cite this
Plain text JHSI INC. Strategy Studio, nonprofit organization profile, tax years 2009–2019. https://strategystudio.org/org/310536670. Retrieved 2026-10-19.
APA Strategy Studio. (n.d.). JHSI INC [Nonprofit organization profile; tax years 2009–2019]. Retrieved October 19, 2026, from https://strategystudio.org/org/310536670
MLA “JHSI INC.” Strategy Studio, tax years 2009–2019, https://strategystudio.org/org/310536670. Accessed 19 Oct. 2026.
Retrieved 2026-10-19; covers tax years 2009–2019. Data: Strategy Studio, CC BY 4.0.
2019 · Form 990PF · revenue $11.9M · expenses $16.9M · assets $218.1M
- EIN
- 31-0536670
- Address
- 8044 MONTGOMERY ROAD Suite 516, CINCINNATI, OH 45236
- Website
- WWW.THEJEWISHFOUNDATION.ORG
- NTEE code
- -
- Subsection
- -
- Ruling year
- -
- Cross-check
- ProPublica Nonprofit Explorer
Mission
To support the Jewish Hospital of Cincinnati, Inc. in its mission to provide low-cost, quality health care to all individuals regardless of race, religion, age, sex or ability to pay.
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
9 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| Brian Jaffee | EXECUTIVE DIRECTOR | 2012-2019 | $303,021 | $1,740,633 | 2 |
| Eric Dauer | DIRECTOR OF OPS | 2012-2019 | $125,014 | $751,075 | 2 |
| Teresa Haught | DIRECTOR OF FINANCE | 2018-2019 | $168,473 | $329,636 | 2 |
| Michael Boberg | SR GRANTS OFFICER | 2018-2019 | $113,369 | $222,760 | 2 |
| Kim Newstadt | DIR SPECIAL PROJECTS | 2018-2019 | $81,534 | $158,677 | 2 |
| Lauren Seal | EXEC ASST/OFFICE MGR | 2019 | $70,444 | $70,444 | 2 |
| Aurora Lambert (former) | Sr VP Hospital Ops | 2009 | $611,726 | $611,726 | 4 |
| Beth Mckinney (former) | DIRECTOR OF FINANCE | 2012-2017 | $132,218 | $461,904 | 1 |
| Mike Boberg (former) | SR GRANTS OFFICER | 2015-2017 | $104,870 | $179,609 | 1 |
Officers and directors, no compensation reported
40 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Beth Guttman | IMMEDIATE PAST PRESIDENT | 2012-2019 | 3 | $0 reported | 9 |
| Ed Frankel | TRUSTEE | 2017-2019 | 3 | $0 reported | 3 |
| John Stein | TRUSTEE | 2014-2019 | 3 | $0 reported | 3 |
| Arna Poupko Fisher | TRUSTEE | 2015-2019 | 3 | $0 reported | 4 |
| Gloria Lipson | TRUSTEE | 2015-2019 | 3 | $0 reported | 7 |
| Guy Peri | TRUSTEE | 2017-2019 | 3 | $0 reported | 3 |
| Bret Caller | PRESIDENT | 2013-2019 | 11 | $0 reported | 6 |
| Robert Brant | SECRETARY | 2012-2019 | 3 | $0 reported | 5 |
| Leslie Newman | TRUSTEE | 2012-2019 | 3 | $0 reported | 3 |
| Michael Oestreicher | TRUSTEE | 2012-2019 | 3 | $0 reported | 3 |
| J David Rosenberg | VP OF INVESTMENT & FINANCE | 2012-2019 | 3 | $0 reported | 3 |
| Dr Jeffrey Zipkin MD (former) | SECRETARY | 2009-2015 | 7 | $0 reported | 5 |
| Michael Fisher (former) | TRUSTEE | 2012-2015 | 3 | $0 reported | 18 |
| Gary Heiman (former) | TRUSTEE | 2009-2014 | 3 | $0 reported | 6 |
| Gloria Haffer (former) | TRUSTEE | 2009-2014 | 3 | $0 reported | 11 |
| Robert Kanter (former) | TRUSTEE | 2009-2014 | 3 | $0 reported | 3 |
| Hugh R Hinds Jr (former) | CFO/Treasurer | 2009 | Not reported | $0 reported | 12 |
| Phyllis Sewell (former) | Trustee | 2009 | 5 | $0 reported | 2 |
| Anthony Condia (former) | VP Government Relations | 2009 | Not reported | $0 reported | 12 |
| Gayla Harvey (former) | Sr VP St Plng/Bus Dvmt | 2009 | Not reported | $0 reported | 10 |
| Deborah Endres (former) | Senior VP & CHRO | 2009 | Not reported | $0 reported | 10 |
| Dennis Robb (former) | Sr VP Supply Chain Mgmt | 2009 | Not reported | $0 reported | 10 |
| Joseph Bateman (former) | VP Med Director APC/IMS | 2009 | Not reported | $0 reported | 5 |
| Jay Brown (former) | Corporate VP & CIO | 2009 | Not reported | $0 reported | 10 |
| Donald Wayne Md (former) | Trustee | 2009 | 5 | $0 reported | 10 |
| Gary Harris (former) | VP Risk Management | 2009 | Not reported | $0 reported | 10 |
| Robert Wones MD (former) | VP Chief Quality Officer | 2009 | Not reported | $0 reported | 10 |
| Dorman Fawley (former) | COO | 2009 | Not reported | $0 reported | 9 |
| Marianne Ivey (former) | VP Pharmacy Admin | 2009 | Not reported | $0 reported | 9 |
| Allen Miller (former) | Vice President Planning | 2009 | Not reported | $0 reported | 9 |
| Michele Napier (former) | Corp VP & Revenue Exec | 2009 | Not reported | $0 reported | 9 |
| Patricia Zapanta (former) | VP Revenue Cycle Mgmt | 2009 | Not reported | $0 reported | 9 |
| Kenneth Hanover (former) | President & CEO | 2009 | Not reported | $0 reported | 4 |
| Philip T Cohen (former) | Secretary | 2009 | 5 | $0 reported | 2 |
| Bernard Dave (former) | Trustee | 2009 | 5 | $0 reported | 2 |
| Warren Falberg (former) | Trustee | 2009 | 5 | $0 reported | 2 |
| Jerome Keller (former) | Interim CFO (end 1/09) | 2009 | Not reported | $0 reported | 2 |
| Robert Griffith (former) | Sr VP & CHRO (end 8/08) | 2009 | Not reported | $0 reported | 2 |
| Mark Carey (former) | VP IS&T (end 1/09) | 2009 | Not reported | $0 reported | 1 |
| L Pasternak (former) | Exec VP CMO | 2009 | Not reported | $0 reported | 2 |
People by year
2019 · 17 people listed · 6 paid, $862K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| BRIAN JAFFEE | EXECUTIVE DIRECTOR | 40 | $254,158 | - | $48,863 | $303,021 | 2 |
| TERESA HAUGHT | DIRECTOR OF FINANCE | 37 | $139,191 | - | $29,282 | $168,473 | 2 |
| ERIC DAUER | DIRECTOR OF OPS | 34 | $108,216 | - | $16,798 | $125,014 | 2 |
| MICHAEL BOBERG | SR GRANTS OFFICER | 34 | $92,102 | - | $21,267 | $113,369 | 2 |
| KIM NEWSTADT | DIR SPECIAL PROJECTS | 27 | $69,302 | - | $12,232 | $81,534 | 2 |
| LAUREN SEAL | EXEC ASST/OFFICE MGR | 34 | $50,548 | - | $19,896 | $70,444 | 2 |
| ROBERT BRANT | SECRETARY | 3 | $0 | - | $0 | $0 | 5 |
| BRET CALLER | PRESIDENT | 11 | $0 | - | $0 | $0 | 6 |
| ARNA POUPKO FISHER | TRUSTEE | 3 | $0 | - | $0 | $0 | 4 |
| ED FRANKEL | TRUSTEE | 3 | $0 | - | $0 | $0 | 3 |
| BETH GUTTMAN | IMMEDIATE PAST PRESIDENT | 3 | $0 | - | $0 | $0 | 9 |
| GLORIA LIPSON | TRUSTEE | 3 | $0 | - | $0 | $0 | 7 |
| LESLIE NEWMAN | TRUSTEE | 3 | $0 | - | $0 | $0 | 3 |
| MICHAEL OESTREICHER | TRUSTEE | 3 | $0 | - | $0 | $0 | 3 |
| GUY PERI | TRUSTEE | 3 | $0 | - | $0 | $0 | 3 |
| J DAVID ROSENBERG | VP OF INVESTMENT & FINANCE | 3 | $0 | - | $0 | $0 | 3 |
| JOHN STEIN | TRUSTEE | 3 | $0 | - | $0 | $0 | 3 |
2018 · 16 people listed · 5 paid, $768K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| BRIAN JAFFEE | EXECUTIVE DIRECTOR | 40 | $250,709 | - | $46,650 | $297,359 | 2 |
| TERESA HAUGHT | DIRECTOR OF FINANCE | 30 | $135,151 | - | $26,012 | $161,163 | 2 |
| ERIC DAUER | DIRECTOR OF OPS | 30 | $105,090 | - | $17,664 | $122,754 | 2 |
| MICHAEL BOBERG | SR GRANTS OFFICER | 30 | $89,421 | - | $19,970 | $109,391 | 2 |
| KIM NEWSTADT | DIR SPECIAL PROJECTS | 24 | $67,307 | - | $9,836 | $77,143 | 2 |
| ROBERT BRANT | SECRETARY | 3 | $0 | - | $0 | $0 | 5 |
| BRET CALLER | PRESIDENT | 11 | $0 | - | $0 | $0 | 6 |
| ARNA POUPKO FISHER | TRUSTEE | 3 | $0 | - | $0 | $0 | 4 |
| ED FRANKEL | TRUSTEE | 3 | $0 | - | $0 | $0 | 3 |
| BETH GUTTMAN | IMMEDIATE PAST PRESIDENT | 3 | $0 | - | $0 | $0 | 9 |
| GLORIA LIPSON | TRUSTEE | 3 | $0 | - | $0 | $0 | 7 |
| LESLIE NEWMAN | TRUSTEE | 3 | $0 | - | $0 | $0 | 3 |
| MICHAEL OESTREICHER | TRUSTEE | 3 | $0 | - | $0 | $0 | 3 |
| GUY PERI | TRUSTEE | 3 | $0 | - | $0 | $0 | 3 |
| J DAVID ROSENBERG | VP OF INVESTMENT & FINANCE | 3 | $0 | - | $0 | $0 | 3 |
| JOHN STEIN | TRUSTEE | 3 | $0 | - | $0 | $0 | 3 |
2017 · 15 people listed · 4 paid, $639K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| BRIAN JAFFEE | EXECUTIVE DIRECTOR | 40 | $239,550 | - | $45,263 | $284,813 | 2 |
| BETH MCKINNEY | DIRECTOR OF FINANCE | 24 | $106,400 | - | $25,818 | $132,218 | 1 |
| ERIC DAUER | DIRECTOR OF OPS | 30 | $101,400 | - | $15,649 | $117,049 | 2 |
| MIKE BOBERG | SR GRANTS OFFICER | 30 | $86,250 | - | $18,620 | $104,870 | 1 |
| ROBERT BRANT | SECRETARY | 3 | $0 | - | $0 | $0 | 5 |
| BRET CALLER | PRESIDENT | 11 | $0 | - | $0 | $0 | 6 |
| BETH GUTTMAN | IMMEDIATE PAST PRESIDENT | 3 | $0 | - | $0 | $0 | 9 |
| GLORIA LIPSON | TRUSTEE | 3 | $0 | - | $0 | $0 | 7 |
| LESLIE NEWMAN | TRUSTEE | 3 | $0 | - | $0 | $0 | 3 |
| MICHAEL OESTREICHER | TRUSTEE | 3 | $0 | - | $0 | $0 | 3 |
| ARNA POUPKO FISHER | TRUSTEE | 3 | $0 | - | $0 | $0 | 4 |
| J DAVID ROSENBERG | VP OF INVESTMENT & FINANCE | 3 | $0 | - | $0 | $0 | 3 |
| JOHN STEIN | TREASURER | 3 | $0 | - | $0 | $0 | 3 |
| GUY PERI | TRUSTEE | 3 | $0 | - | $0 | $0 | 3 |
| ED FRANKEL | TRUSTEE | 3 | $0 | - | $0 | $0 | 3 |
2015 · 15 people listed · 4 paid, $563K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| BRIAN JAFFEE | EXECUTIVE DIRECTOR | 40 | $218,775 | - | $42,929 | $261,704 | 2 |
| BETH MCKINNEY | DIRECTOR OF FINANCE | 24 | $96,000 | - | $22,567 | $118,567 | 1 |
| ERIC DAUER | DIRECTOR OF OPS | 30 | $93,750 | - | $14,153 | $107,903 | 2 |
| MIKE BOBERG | SR GRANTS OFFICER | 30 | $62,500 | - | $12,239 | $74,739 | 1 |
| ROBERT BRANT | TRUSTEE | 7 | $0 | - | $0 | $0 | 5 |
| BRET CALLER | TREASURER | 7 | $0 | - | $0 | $0 | 6 |
| MICHAEL FISHER | TRUSTEE | 3 | $0 | - | $0 | $0 | 18 |
| BETH GUTTMAN | PRESIDENT | 18 | $0 | - | $0 | $0 | 9 |
| GLORIA LIPSON | TRUSTEE | 7 | $0 | - | $0 | $0 | 7 |
| LESLIE NEWMAN | TRUSTEE | 7 | $0 | - | $0 | $0 | 3 |
| MICHAEL OESTREICHER | IMMEDIATE PAST PRESIDENT | 7 | $0 | - | $0 | $0 | 3 |
| ARNA POUPKO FISHER | TRUSTEE | 7 | $0 | - | $0 | $0 | 4 |
| J DAVID ROSENBERG | VP OF INVESTMENT & FINANCE | 7 | $0 | - | $0 | $0 | 3 |
| JOHN STEIN | TRUSTEE | 7 | $0 | - | $0 | $0 | 3 |
| JEFFREY ZIPKIN MD | SECRETARY | 7 | $0 | - | $0 | $0 | 5 |
2014 · 15 people listed · 3 paid, $433K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| BRIAN JAFFEE | EXECUTIVE DIRECTOR | 40 | $209,560 | - | $40,739 | $250,299 | 2 |
| ERIC DAUER | DIRECTOR OF OPS | 30 | $86,250 | - | $12,075 | $98,325 | 2 |
| BETH MCKINNEY | DIRECTOR OF FINANCE | 24 | $68,000 | - | $16,142 | $84,142 | 1 |
| GARY HEIMAN | TRUSTEE | 3 | $0 | - | $0 | $0 | 6 |
| MICHAEL OESTREICHER | CHAIRPERSON | 3 | $0 | - | $0 | $0 | 3 |
| ROBERT KANTER | TRUSTEE | 3 | $0 | - | $0 | $0 | 3 |
| JEFFREY ZIPKIN | SECRETARY | 3 | $0 | - | $0 | $0 | 5 |
| J DAVID ROSENBERG | VP OF INVESTMENT & FINANCE | 3 | $0 | - | $0 | $0 | 3 |
| BETH GUTTMAN | PRESIDENT | 11 | $0 | - | $0 | $0 | 9 |
| GLORIA HAFFER | TRUSTEE | 3 | $0 | - | $0 | $0 | 11 |
| LESLIE NEWMAN | TRUSTEE | 3 | $0 | - | $0 | $0 | 3 |
| MICHAEL FISHER | TRUSTEE | 3 | $0 | - | $0 | $0 | 18 |
| ROBERT BRANT | TRUSTEE | 3 | $0 | - | $0 | $0 | 5 |
| BRET A CALLER | TREASURER | 3 | $0 | - | $0 | $0 | 6 |
| JOHN STEIN | TRUSTEE | 3 | $0 | - | - | $0 | 3 |
2013 · 14 people listed · 3 paid, $353K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| BRIAN JAFFEE | executive director | 40 | $151,500 | - | $39,019 | $190,519 | 2 |
| ERIC DAUER | DIRECTOR OF OPS | 30 | $79,950 | - | $14,313 | $94,263 | 2 |
| BETH MCKINNEY | DIRECTOR OF FINANCE | 20 | $55,760 | - | $12,621 | $68,381 | 1 |
| GARY HEIMAN | VICE CHAIRPERSON | 7 | $0 | - | $0 | $0 | 6 |
| MICHAEL R OESTREICHER | PRESIDENT | 11 | $0 | - | $0 | $0 | 3 |
| ROBERT KANTER | CHAIRPERSON | 7 | $0 | - | $0 | $0 | 3 |
| JEFFREY ZIPKIN MD | SECRETARY | 7 | $0 | - | $0 | $0 | 5 |
| BETH GUTTMAN | TRUSTEE | 9 | $0 | - | $0 | $0 | 9 |
| J DAVID ROSENBERG | TRUSTEE | 7 | $0 | - | $0 | $0 | 3 |
| GLORIA HAFFER | TREASURER | 7 | $0 | - | $0 | $0 | 11 |
| LESLIE NEWMAN | TRUSTEE | 7 | $0 | - | $0 | $0 | 3 |
| MICHAEL FISHER | TRUSTEE | 7 | $0 | - | $0 | $0 | 18 |
| ROBERT BRANT | TRUSTEE | 7 | $0 | - | $0 | $0 | 5 |
| BRET A CALLER | TRUSTEE | 7 | $0 | - | $0 | $0 | 6 |
2012 · 13 people listed · 3 paid, $297K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| BRIAN JAFFEE | EXECUTIVE DIRECTOR | 40 | $139,500 | - | $13,418 | $152,918 | 2 |
| ERIC DAUER | DIRECTOR OF OPS | 30 | $78,000 | - | $7,767 | $85,767 | 2 |
| BETH MCKINNEY | DIRECTOR OF FINANCE | 20 | $52,952 | - | $5,644 | $58,596 | 1 |
| GARY HEIMAN | VICE CHAIRPERSON | 5 | $0 | - | $0 | $0 | 6 |
| MICHAEL R OESTREICHER | PRESIDENT | 10 | $0 | - | $0 | $0 | 3 |
| ROBERT KANTER | CHAIRPERSON | 5 | $0 | - | $0 | $0 | 3 |
| JEFFREY ZIPKIN MD | SECRETARY | 5 | $0 | - | $0 | $0 | 5 |
| J DAVID ROSENBERG | TRUSTEE | 5 | $0 | - | $0 | $0 | 3 |
| BETH GUTTMAN | TRUSTEE | 5 | $0 | - | $0 | $0 | 9 |
| GLORIA HAFFER | TREASURER | 5 | $0 | - | $0 | $0 | 11 |
| LESLIE NEWMAN | TRUSTEE | 5 | $0 | - | $0 | $0 | 3 |
| MICHAEL FISHER | TRUSTEE | 5 | $0 | - | $0 | $0 | 18 |
| ROBERT BRANT | TRUSTEE | 5 | $0 | - | $0 | $0 | 5 |
2009 · 29 people listed · 1 paid, $612K · 0 employees · 9 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Aurora Lambert | Sr VP Hospital Ops | 60 | $500,447 | $0 | $111,279 | $611,726 | 4 |
| Philip T Cohen | Secretary | 5 | $0 | $0 | $0 | $0 | 2 |
| Bernard Dave | Trustee | 5 | $0 | $0 | $0 | $0 | 2 |
| Warren Falberg | Trustee | 5 | $0 | $0 | $0 | $0 | 2 |
| Gloria Haffer | Trustee | 5 | $0 | $0 | $0 | $0 | 11 |
| Gary Heiman | Trustee | 5 | $0 | $0 | $0 | $0 | 6 |
| Robert Kanter | Chairman | 5 | $0 | $0 | $0 | $0 | 3 |
| Phyllis Sewell | Trustee | 5 | $0 | $0 | $0 | $0 | 2 |
| Donald Wayne MD | Trustee | 5 | $0 | $0 | $0 | $0 | 10 |
| Jeffrey Zipkin MD | Trustee | 5 | $0 | $0 | $0 | $0 | 5 |
| Dorman Fawley | COO | - | $0 | $0 | $0 | $0 | 9 |
| Hugh R Hinds Jr | CFO/Treasurer | - | $0 | $0 | $0 | $0 | 12 |
| Kenneth Hanover | President & CEO | - | $0 | $0 | $0 | $0 | 4 |
| Jerome Keller | Interim CFO (end 1/09) | - | $0 | $0 | $0 | $0 | 2 |
| Gayla Harvey | Sr VP St Plng/Bus Dvmt | - | $0 | $0 | $0 | $0 | 10 |
| Deborah Endres | Senior VP & CHRO | - | $0 | $0 | $0 | $0 | 10 |
| Dennis Robb | Sr VP Supply Chain Mgmt | - | $0 | $0 | $0 | $0 | 10 |
| Robert Griffith | Sr VP & CHRO (end 8/08) | - | $0 | $0 | $0 | $0 | 2 |
| Marianne Ivey | VP Pharmacy Admin | - | $0 | $0 | $0 | $0 | 9 |
| Jay Brown | Corporate VP & CIO | - | $0 | $0 | $0 | $0 | 10 |
| Michele Napier | Corp VP & Revenue Exec | - | $0 | $0 | $0 | $0 | 9 |
| Anthony Condia | VP Government Relations | - | $0 | $0 | $0 | $0 | 12 |
| Gary Harris | VP Risk Management | - | $0 | $0 | $0 | $0 | 10 |
| Allen Miller | Vice President Planning | - | $0 | $0 | $0 | $0 | 9 |
| Robert Wones MD | VP Chief Quality Officer | - | $0 | $0 | $0 | $0 | 10 |
| Patricia Zapanta | VP Revenue Cycle Mgmt | - | $0 | $0 | $0 | $0 | 9 |
| Joseph Bateman MD | VP Med Director APC/IMS | - | $0 | $0 | $0 | $0 | 5 |
| Mark Carey | VP IS&T (end 1/09) | - | $0 | $0 | $0 | $0 | 1 |
| L Pasternak | Exec VP CMO | - | $0 | $0 | $0 | $0 | 2 |
Highest-paid independent contractors
2019 · 5 contractors · $680K
| Name | Location | Service | Paid |
|---|---|---|---|
| GROSVENOR INSTITUTIONAL PARTNERS LP | CHICAGO, IL | INVESTMENT | $225,402 |
| ROSOV CONSULTING LLC | BERKLEY, CA | CONSULTING | $135,756 |
| AEW CORE PROPERTY TRUST (US) INC | BOSTON, MA | INVESTMENT | $132,042 |
| HEITMAN AMERICAN REAL ESTATE TRUST LP | CHICAGO, IL | INVESTMENT | $126,834 |
| CALLAN LLC | SAN FRANSISCO, CA | INVESTMENT | $60,000 |
2018 · 5 contractors · $604K
| Name | Location | Service | Paid |
|---|---|---|---|
| Grosvenor Institutional Partners LP | CHICAGO, IL | INVESTMENT | $225,741 |
| AEW Core Property Trust (US) Inc | BOSTON, MA | INVESTMENT | $127,539 |
| Heitman American Real Estate Trust LP | CHICAGO, IL | INVESTMENT | $126,254 |
| ROSOV CONSULTING LLC | BERKLEY, CA | CONSULTING | $64,671 |
| CALLAN LLC | SAN FRANSISCO, CA | INVESTMENT | $60,000 |
2017 · 5 contractors · $450K
| Name | Location | Service | Paid |
|---|---|---|---|
| PAVEMENT MANAGEMENT INC | CINCINNATI, OH | BUILDING DEMOLITION | $161,174 |
| HEITMAN AMERICAN REAL ESTATE TRUST LP | CHICAGO, IL | INVESTMENT | $118,892 |
| CALLAN LLC | SAN FRANSISCO, CA | INVESTMENT | $60,000 |
| KATZ TELLER BRANT & HILD | CINCINNATI, OH | LEGAL | $58,630 |
| BKD LLP | CINCINNATI, OH | ACCOUNTING | $50,850 |
2015 · 5 contractors · $514K
| Name | Location | Service | Paid |
|---|---|---|---|
| MEASURING SUCCESS LLC | BETHESDA, MD | CONSULTING | $211,325 |
| HEITMAN AMERICAN REAL ESTATE TRUST LP | CHICAGO, IL | INVESTMENT | $102,838 |
| RABBI SAMUEL JOSEPH | CINCINNATI, OH | CONSULTING | $80,000 |
| KATZ TELLER BRANT & HILD | CINCINNATI, OH | LEGAL | $64,575 |
| SHALEM COACHING AND CONSULTING LLC | WYOMING, OH | CONSULTING | $55,429 |
2014 · 3 contractors · $240K
| Name | Location | Service | Paid |
|---|---|---|---|
| HEITMAN AMERICAN REAL ESTATE TRUST LP | CHICAGO, IL | 0 | $90,905 |
| KATZ TELLER BRANT & HILD | CINCINNATI, OH | 0 | $87,621 |
| BKD LLP | CINCINNATI, OH | 0 | $61,205 |
2013 · 2 contractors · $151K
| Name | Location | Service | Paid |
|---|---|---|---|
| HEITMAN AMERICAN REAL ESTATE TRUST LP | CHICAGO | 0 | $81,227 |
| CALLAN ASSOCIATES | SAN FRANCISCO | 0 | $70,000 |
Who the money went to
Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.
2019 · 32 grants to organizations · $14.4M
2018 · 34 grants to organizations · $14.6M
2017 · 30 grants to organizations · $13.9M
2015 · 28 grants to organizations · $11.4M
2014 · 23 grants to organizations · $10.3M
2013 · 15 grants to organizations · $11.1M
2012 · 20 grants to organizations · $9.7M
Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.
Who gave
No contributors are listed on Schedule B in the e-filed returns we have for this organization.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2019 · Form 990PF | ||||||||
| $11,934,726 | $16,850,356 | $218,143,713 | $217,785,768 | $0 | - | $254,158 | - | - |
| 2018 · Form 990PF | ||||||||
| $18,696,404 | $16,874,572 | $222,901,910 | $222,475,999 | $0 | - | $250,709 | - | - |
| 2017 · Form 990PF | ||||||||
| $16,711,006 | $15,878,091 | $220,518,007 | $220,428,427 | $0 | - | $239,550 | - | - |
| 2015 · Form 990PF | ||||||||
| $10,183,030 | $13,439,090 | $212,784,909 | $212,651,807 | $0 | - | $218,775 | - | - |
| 2014 · Form 990PF | ||||||||
| $12,063,257 | $12,353,522 | $217,378,391 | $215,907,867 | $0 | - | $209,560 | - | - |
| 2013 · Form 990PF | ||||||||
| $7,864,493 | $13,070,309 | $217,133,030 | $216,198,129 | $0 | - | $151,500 | - | - |
| 2012 · Form 990PF | ||||||||
| $20,094,761 | $11,625,151 | $222,376,848 | $221,403,946 | - | - | $139,500 | - | - |
| 2009 · Form 990 | ||||||||
| $59,847,817 | $15,031,004 | $231,929,187 | $224,881,327 | $39,716 | $0 | $500,447 | 0 | 9 |
Funders of this organization
Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).
Similar organizations
Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| JHCI INC | OH | Not reported | $0 | $0 | TREASURER | $0 | Similar name, same state |
| PHSI INC | NY | E80 | $0 | $8,949 | DIRECTOR/VICE CHAIR (EFF. 03/13/2024) | $0 | Similar name |
Who funds organizations like this
Not reported: none of these organizations has foundation or DAF-sponsor grants in the filings we have.
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2019 · Form 990PF · $16,850,356 spent · pay $945,519 · grants $14,385,778 · events $33,835
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $14,385,778 | 85.4% | |
| Fees: other professional | $620,879 | 3.7% | |
| Other expenses | $574,777 | 3.4% | |
| Other salaries and wages | $486,983 | 2.9% | |
| Pay: officers, directors, trustees | $254,158 | 1.5% | |
| Pension plans and employee benefits | $204,378 | 1.2% | |
| Taxes | $104,241 | 0.6% | |
| Occupancy | $90,843 | 0.5% | |
| Travel, conferences and meetings | $33,835 | 0.2% | |
| Depreciation and depletion | $31,849 | 0.2% | |
| Fees: accounting | $30,280 | 0.2% | |
| Fees: legal | $27,023 | 0.2% | |
| Printing and publications | $5,332 | 0.0% | |
| Total | $16,850,356 | 100% |
2018 · Form 990PF · $16,874,572 spent · pay $937,073 · grants $14,595,163 · events $21,864
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $14,595,163 | 86.5% | |
| Fees: other professional | $617,402 | 3.7% | |
| Other salaries and wages | $486,169 | 2.9% | |
| Other expenses | $386,102 | 2.3% | |
| Pay: officers, directors, trustees | $250,709 | 1.5% | |
| Pension plans and employee benefits | $200,195 | 1.2% | |
| Taxes | $110,800 | 0.7% | |
| Occupancy | $89,394 | 0.5% | |
| Fees: accounting | $41,858 | 0.2% | |
| Fees: legal | $37,387 | 0.2% | |
| Depreciation and depletion | $31,849 | 0.2% | |
| Travel, conferences and meetings | $21,864 | 0.1% | |
| Printing and publications | $5,680 | 0.0% | |
| Total | $16,874,572 | 100% |
2017 · Form 990PF · $15,878,091 spent · pay $772,920 · grants $13,910,395 · events $41,534
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $13,910,395 | 87.6% | |
| Other expenses | $528,002 | 3.3% | |
| Other salaries and wages | $369,625 | 2.3% | |
| Fees: other professional | $248,997 | 1.6% | |
| Pay: officers, directors, trustees | $239,550 | 1.5% | |
| Pension plans and employee benefits | $163,745 | 1.0% | |
| Taxes | $130,144 | 0.8% | |
| Occupancy | $92,670 | 0.6% | |
| Fees: legal | $76,654 | 0.5% | |
| Travel, conferences and meetings | $41,534 | 0.3% | |
| Fees: accounting | $39,288 | 0.2% | |
| Depreciation and depletion | $32,328 | 0.2% | |
| Printing and publications | $5,159 | 0.0% | |
| Total | $15,878,091 | 100% |
2015 · Form 990PF · $13,439,090 spent · pay $653,560 · grants $11,414,312 · events $82,218
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $11,414,312 | 84.9% | |
| Other expenses | $674,432 | 5.0% | |
| Other salaries and wages | $294,250 | 2.2% | |
| Fees: other professional | $264,806 | 2.0% | |
| Pay: officers, directors, trustees | $218,775 | 1.6% | |
| Pension plans and employee benefits | $140,535 | 1.0% | |
| Depreciation and depletion | $116,744 | 0.9% | |
| Fees: legal | $97,686 | 0.7% | |
| Travel, conferences and meetings | $82,218 | 0.6% | |
| Taxes | $48,200 | 0.4% | |
| Occupancy | $47,085 | 0.4% | |
| Fees: accounting | $36,350 | 0.3% | |
| Printing and publications | $3,697 | 0.0% | |
| Total | $13,439,090 | 100% |
2014 · Form 990PF · $12,353,522 spent · pay $556,381 · grants $10,266,069 · events $60,740
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $10,266,069 | 83.1% | |
| Other expenses | $853,199 | 6.9% | |
| Fees: other professional | $262,064 | 2.1% | |
| Other salaries and wages | $230,750 | 1.9% | |
| Pay: officers, directors, trustees | $209,560 | 1.7% | |
| Pension plans and employee benefits | $116,071 | 0.9% | |
| Fees: legal | $109,697 | 0.9% | |
| Depreciation and depletion | $84,836 | 0.7% | |
| Taxes | $65,200 | 0.5% | |
| Travel, conferences and meetings | $60,740 | 0.5% | |
| Occupancy | $48,333 | 0.4% | |
| Fees: accounting | $41,307 | 0.3% | |
| Printing and publications | $5,696 | 0.0% | |
| Total | $12,353,522 | 100% |
2013 · Form 990PF · $13,070,309 spent · pay $440,692 · grants $11,059,854 · events $37,293
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $11,059,854 | 84.6% | |
| Other expenses | $1,068,862 | 8.2% | |
| Fees: other professional | $207,413 | 1.6% | |
| Other salaries and wages | $186,673 | 1.4% | |
| Pay: officers, directors, trustees | $151,500 | 1.2% | |
| Pension plans and employee benefits | $102,519 | 0.8% | |
| Taxes | $69,600 | 0.5% | |
| Depreciation and depletion | $53,116 | 0.4% | |
| Fees: accounting | $50,663 | 0.4% | |
| Occupancy | $44,639 | 0.3% | |
| Travel, conferences and meetings | $37,293 | 0.3% | |
| Fees: legal | $33,863 | 0.3% | |
| Printing and publications | $4,314 | 0.0% | |
| Total | $13,070,309 | 100% |
2012 · Form 990PF · $11,625,151 spent · pay $397,069 · grants $9,718,717 · events $8,083
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $9,718,717 | 83.6% | |
| Other expenses | $612,281 | 5.3% | |
| Fees: legal | $275,964 | 2.4% | |
| Taxes | $195,768 | 1.7% | |
| Other salaries and wages | $166,952 | 1.4% | |
| Fees: other professional | $165,629 | 1.4% | |
| Pay: officers, directors, trustees | $139,500 | 1.2% | |
| Depreciation and depletion | $113,256 | 1.0% | |
| Fees: accounting | $95,400 | 0.8% | |
| Pension plans and employee benefits | $90,617 | 0.8% | |
| Occupancy | $39,104 | 0.3% | |
| Travel, conferences and meetings | $8,083 | 0.1% | |
| Printing and publications | $3,880 | 0.0% | |
| Total | $11,625,151 | 100% |
2009 · Form 990 · $15,031,004 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Depreciation and depletion | $11,800,301 | $8,812,426 | $2,987,875 | - | 78.5% | |
| Occupancy | $1,078,759 | $863,007 | $215,752 | - | 7.2% | |
| Interest | $997,794 | $798,235 | $199,559 | - | 6.6% | |
| Other (as described) | Real Estate Taxes | $391,284 | $313,027 | $78,257 | - | 2.6% |
| Fees: other services | $225,695 | $180,556 | $45,139 | - | 1.5% | |
| Other (as described) | Programatic Expenses | $220,384 | $176,307 | $44,077 | - | 1.5% |
| All other expenses | $189,533 | $151,626 | $37,907 | - | 1.3% | |
| Other (as described) | Equip Maint & Repair | $75,911 | $60,729 | $15,182 | - | 0.5% |
| Office expenses | $42,639 | $18,999 | $23,640 | - | 0.3% | |
| Fees: investment management | $8,704 | - | $8,704 | - | 0.1% | |
| Total | $15,031,004 | 100% |