2023-05-12T12:32:54-07:00 2022-06-30 420714325 RSM US LLP 30 South Wacker Drive Ste 3300 Chicago IL 60606 990 2021-07-01 340714441 JEWISH FAMILY SERVICE ASSOCIATION OF CLEVELAND OHIO JEWI 2165042600 29125 Chagrin Blvd Pepper Pike OH 44122 Susan Bichsel President 2165046424 2023-05-12 1 Rebekuh Eley P01247672 3126343400 2023-05-12 1 11 1 AAL2 2021 2023-04-26 12:10:37Z Susan Bichsel 29125 Chagrin Blvd Pepper Pike OH 44122 27239452 0 X WWW.JFSA-CLEVELAND.ORG X 1907 OH JFSA provides solutions to individuals and families to help build connections and empowers them to realize their potential 69 67 642 253 0 0 8842789 8936259 19477017 18129800 141517 173393 16145 0 28477468 27239452 1313563 1365520 0 0 18911009 19262105 0 0 186765 4031992 3584781 24256564 24212406 4220904 3027046 51940988 52316917 12114820 12461988 39826168 39854929 X JFSA is dedicated to providing individuals and families with solutions to face life's challenges with confidence 0 1 15658451 1076921 15618337 Achieving Potential: empowers individuals with mental illness and developmental disabilities to achieve greater independence and inclusivity. Also empowers youth and strengthens the roles young adults play in the community. 2167897 193190 851472 Older Adults: Provides support into homes with kosher home delivered meals, transportation, Lifeline emergency help and volunteers that provide companionship and assistance to better the lives of clients. In addition, supports and honors Holocaust survivors through social, medical,and financial assistance. 1713962 1702 1659991 Caring at Home: Provides in-home medical care through a staff of nurses, physical therapists, and other skilled professionals and home health aides who provide personal and household solutions to give individuals and family members confidence in their independence. 763154 93707 0 Strengthening Families: Provides services that strengthen families in the Jewish community by helping them achieve self-sufficiency in the face of financial crisis, homelessness, or domestic abuse. Also empowers youth and strengthens the role teens and young adults play in the community. 763154 93707 0 20303464 1 1 0 0 0 0 0 0 1 1 1 1 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 1 31 0 1 642 1 0 0 0 0 0 0 0 0 0 0 0 0 X 69 67 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 OH X Barbara Cameron VP and CFO 2165042600 29125 Chagrin Blvd Pepper Pike OH 44122 X Susan Bichsel President & CEO 40 20 X X 327515 0 41552 David Hlavac Vice President and CFO 40 20 X 190892 0 40223 Russ Klein Chief Strategy Officer 40 20 X 189430 0 35840 Deana Couture Psychiatrist 60 0 X 108129 0 56955 Debbie Chickering Executive Director- Achieving Potential 53 7 X 125182 0 16786 Karen Tindel Director of Revenue Cycle Management 40 20 X 106045 0 13814 William Bode Director of Finance-Controller 40 20 X 101303 0 13564 Ethan Cohen Director 13 1 X 101514 0 0 Renny Wolfson Chair 2 8 X X 0 0 0 Shari Perlmuter Vice Chair 1 4 X X 0 0 0 Dara Yanowitz Vice Chair 1 4 X X 0 0 0 Michael Guggenheim Treasurer 1 4 X X 0 0 0 Patty Rubin Assistant Treasurer 1 4 X X 0 0 0 Allan Goldner Secretary 1 4 X X 0 0 0 Trish Adler Director 0.25 1.00 X 0 0 0 Marilyn Bedol Director 0.25 1 X 0 0 0 Gary Bilchik Director 0.25 1 X 0 0 0 Eileen Blattner Director 0.25 1 X 0 0 0 Robert Blattner Director 0.25 1 X 0 0 0 Cynthia Bruml Director 0.25 1 X 0 0 0 Philip Cohen Director 0.25 1 X 0 0 0 Bonnie Cole Director 0.25 1 X 0 0 0 Mike Cole Director 0.25 1 X 0 0 0 Shoshana Dessler-Jacobs Director 0.25 1 X 0 0 0 Boris Gliner Director 0.25 1 X 0 0 0 David Goldberg Director 0.25 1 X 0 0 0 Sandra Goldman Director 0.25 1 X 0 0 0 Sally Good Director 0.25 1 X 0 0 0 Sidney Good Director 0.25 1 X 0 0 0 Herbert Goulder Director 0.25 1 X 0 0 0 Richard Halle Director 0.25 1 X 0 0 0 Kent Hayes Director 0.25 1 X 0 0 0 Michelle Hirsch Director 0.25 1 X 0 0 0 Robert Immerman Director 0.25 1 X 0 0 0 Donald Jacobson Director 0.25 1 X 0 0 0 Suellen Kadis Director 0.25 1 X 0 0 0 Michael Klein Director 0.25 1 X 0 0 0 Dolores Kleinman Director 0.25 1 X 0 0 0 Andrew Kohn Director 0.25 1 X 0 0 0 Harvey Kotler Director 0.25 1 X 0 0 0 Marvin Lader Director 0.25 1 X 0 0 0 Mitch Lapin Director 0.25 1 X 0 0 0 Arthur Mayers Director 0.25 1 X 0 0 0 Daniel Messeloff Director 0.25 1 X 0 0 0 Charles Mintz Director 0.25 1 X 0 0 0 Patricia Mintz Director 0.25 1 X 0 0 0 Karen Newborn Director 0.25 1 X 0 0 0 Dianne Newman Director 0.25 1 X 0 0 0 Wendi Pavlofsky Director 0.25 1 X 0 0 0 Allan Pearl Director 0.25 1 X 0 0 0 Heidi Perla Director 0.25 1 X 0 0 0 Michael Peterman Director 0.25 1 X 0 0 0 Kevin Robertson Director 0.25 1 X 0 0 0 Charles Rosenberg Director 0.25 1 X 0 0 0 David Rosenberg Director 0.25 1 X 0 0 0 Larry Rothstein Director 0.25 1 X 0 0 0 Michele Rothstein Director 0.25 1 X 0 0 0 Eric Shapiro Dicector 0.25 1 X 0 0 0 James Spira Director 0.25 1 X 0 0 0 Myrna Spira Director 0.25 1 X 0 0 0 Erica Starrfield Director 0.25 1 X 0 0 0 Eleanor Steigman Director 0.25 1 X 0 0 0 Terri Steinler Director 0.25 1 X 0 0 0 David Strauss Director 0.25 1 X 0 0 0 Will Sukenik Director 0.25 1 X 0 0 0 Eric Synenberg Director 0.25 1 X 0 0 0 Philip Wasserstrom Director 0.25 1 X 0 0 0 Michael Weiner Director 0.25 1 X 0 0 0 Sally Wertheim Director 0.25 1 X 0 0 0 John Wirtshafter Director 0.25 1 X 0 0 0 Jonathon Wise Director 0.25 1 X 0 0 0 William Wortzman Director 0.25 1 X 0 0 0 Richard Zelin Director 0.25 1 X 0 0 0 Dan Zelman Immediate Past Chair 0.25 1 X 0 0 0 Chad Zimmerman Director 0.25 1 X 0 0 0 1250010 0 218734 6 0 1 0 0 3653522 0 0 0 1326597 3956140 0 8936259 Achieving Potential 900099 15618337 15618337 0 0 Older Adults 900099 851472 851472 0 0 Caring at Home 900099 1659991 1659991 0 0 0 0 0 0 18129800 173393 0 0 173393 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 27239452 18129800 0 173393 1365520 1365520 394970 394970 15567955 13637631 1739754 190570 442038 253652 185617 2769 1560799 1349519 207567 3713 1296343 1145126 136678 14539 219523 54564 164959 39518 39518 186050 186050 483118 330257 147715 5146 39404 20172 18164 1068 712337 571526 131970 8841 346724 236815 94739 15170 86257 71869 12679 1709 284160 272550 11054 556 164 164 473642 322688 143119 7835 292336 228952 58673 4711 Staff Recruitment and Development 97947 50577 47088 282 Supplies 389741 389549 0 192 Bad Debt and Recoveries -77886 -78009 123 0 All Other Expenses 11746 80506 1576 -70336 24212406 20303464 3722177 186765 8393457 11858644 3394999 2910644 1395941 1372693 309899 274085 10464863 2348636 8129135 8116227 19580372 18702320 2155211 2159000 8581974 6923304 51940988 52316917 2563190 2334780 515830 284173 9035800 9843035 12114820 12461988 X 21564920 24227223 18261248 15627706 39826168 39854929 51940988 52316917 X 3027046 -3565765 0 0 0 567480 X 0 1 X 1 0 X 7263264 7209854 6603200 5462126 8936259 35474703 0 0 0 0 0 0 0 0 0 0 7263264 7209854 6603200 5462126 8936259 35474703 343129 35131574 126103 137274 177977 138017 173393 752764 0 0 0 0 0 0 13561 36665 2984 16145 0 69355 36296822 91203253 0.96790 0.96705 X Schedule A, Part II, Line 10 Miscellaneous Income RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 17771676 6102371 -3103199 0 224817 0 20546031 13541040 1360152 3395506 0 525022 0 17771676 13408332 717216 -75730 0 508778 0 13541040 13289825 374223 236662 0 492378 0 13408332 13056630 149472 568399 0 484676 0 13289825 0.52 0.44 0.04 1 0 0 875000 875000 0 2176281 217628 1958653 0 4674044 519940 4154104 0 2739538 1611068 1128470 0 0 0 0 8116227 JFC Main Investment Fund 8520053 F JFC MAP Fund 999248 F JFC Money Fund 4858593 F Other Investments 4324426 F 18702320 Assets held by Jewish Community Federation of Cleveland, Ohio 6577565 Computer software, net 61566 Custodial Assets 284173 6923304 0 Due to Jewish Community Care at Home 4779439 Accrued Pension Liability 2179552 Due to Jewish Family Service Association of Akron Ohio 959277 Due to Planned Lifetime Assistance Network 922462 Due to Independent Montefiore Home 512771 Due to Cleveland Chesed Center 332596 All Other Liabilities 156938 9843035 X Schedule D, Part IV, Line 2b Custodial funds are maintained by the organizations part of the services provided for clients Schedule D, Part V, Line 4 The earnings from endowment funds are intended to be used to provide services to Achieving Potential, Caring at Home, Strengthening Families, and Empowering Youths programs Schedule D, Part X, Line 2 Income tax status: The Internal Revenue Service has ruled that JFSA, CAH, HSH, PLN, AKR and CCC qualify under Section 501(c)(3) of the Internal Revenue Code and are, therefore, not subject to tax on activities related to their exempt purposes 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 single-member limited liability partnership and treated as a disregarded entity for federal tax purposes. Income tax filings are subject to audit by various taxing authorities. 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 material penalties or interest from taxing authorities included in operating expense for the years ended June 30, 2022 and 2021. 1 Achieving Potential Program - Financial Assistance 5 3439 1914 FMV Clothing Achieving Potential Program - College Financial Aid 261 1071568 FMV Older Adults Program - Financial Assistance 748 193190 FMV Caring at Home Program - Financial Assistance 6 1702 FMV Strengthening Families Program - Financial Assistance 112 93707 FMV 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 director and/or designee. Expenses are paid directly to the vendors on behalf of the clients and on occasion paid directly to some clients. X X 0 0 0 0 0 0 0 1 0 Susan Bichsel President & CEO 285458 0 20000 0 7057 0 15000 0 41552 0 369067 0 David Hlavac Vice President and CFO 184992 0 5900 0 0 0 0 0 40223 0 231115 0 Russ Klein Chief Strategy Officer 185430 0 4000 0 0 0 0 0 35840 0 225270 0 Deana Couture Psychiatrist 105084 0 3745 0 0 0 0 0 56955 0 165784 0 Schedule J, Part I, Line 7 Bonus payments are discretionary. The President and CEO bonus is determined by the board and the other employees are determined by management. Form 990, Part III, Line 3 Effective August 2, 2021 the Association acquired The Cleveland Chesed Center to increase reach to the surrounding community and expand services. Form 990, Part VI, Section A, Line 2 Eileen Blattner, Robert Blattner - family relationship; Bonnie Cole, Mike Cole -family relationship; Sally Good, Sidney Good - family relationship; Patricia Mintz, Chuck Mintz- family relationship; Myrna Spira, James Spira-family relationship Form 990, Part VI, Section B, Line 11b A copy of the Form 990 is reviewed by the Board Treasurer, CEO, and CFO before filing. The Treasurer communicates his or her review to various board committees and the board. The form 990 is available to all board members upon request. 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 relationships, positions, or circumstances relating to actual or potential conflicts of interest as defined in the policy. Also, the Conflicts of Interest Policy is annually reviewed at a meeting of the Board of Directors. Form 990, Part VI, Section B, Line 15 The compensation of the officers and key employees of the organization is determined and paid by Jewish Family Service Association. The Compensation Committee of Jewish Family Service Association's Board of Directors evaluates the performance of the organization's President and CEO and determines the compensation utilizing market comparability information. Other officers and key employees' compensation is determined by the results of performance evaluations, market comparability information, financial condition of the organization and reviewed and approved by the Compensation Committee Form 990, Part VI, Section C, Line 19 The organization's financial statements are consolidated with the financial statements of the Jewish Family Service Association of Cleveland Ohio and made public as part of Jewish Family Service Association's annual report. The governing documents and conflict of interest policy are not made available to the public Form 990, Part VII, Section A, Line 1a Columns (D) and (E): amounts are internally allocated to related organizations as listed on Schedule R based upon estimated hours in which those individuals worked for the related organizations. Compensation is paid by Jewish Family Service Association of Cleveland Ohio (34-0714441) Form 990, Part XI, Line 9 Pension Liability Adjustment Mesila Cleveland LLC 29125 Chagrin Blvd Pepper Pike OH 44122 273780493 Provides financial counseling OH 0 0 Jewish Family Service Association Center for Cognition and Recovery LLC 22125 Chagrin Blvd Pepper Pike OH 44122 271148439 National dissemination of CET OH 23732 225685 Jewish Family Service Association Jewish Community Care at Home 29125 Chagrin Blvd Pepper Pike OH 44122 341861745 In Home Services OH 12 501(c)(3) Jewish Family Service Association of Cleveland Ohio 1 Independent Montefiore Shelter Home 29125 Chagrin Blvd Pepper Pike OH 44122 340845389 Provide emergency and temporary housing with on-site client services to Jewish homeless OH 7 501(c)(3) Jewish Family Service Association of Cleveland Ohio 1 Planned Lifetime Assistance Network of Northeast Ohio 29125 Chagrin Blvd Pepper Pike OH 44122 341621291 Help those challenged by chronic mental illness progress in their recovery OH 10 501(c)(3) Jewish Family Service Association of Cleveland Ohio 1 Jewish Family Service of Akron Ohio 750 White Pond Drive Akron OH 44320 340714444 Enhance mental,emotional,and social well being of individuals and families OH 7 501(c)(3) Jewish Family Service Association of Cleveland Ohio 1 Cleveland Chesed Center Inc 1898 South Taylor Rd Cleveland Heights OH 44118 611773183 Distribution of Kosher Food and household items OH 7 501(c)(3) Jewish Family Service Association of Cleveland Ohio 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 1 1 1 1 Jewish Community Care at Home s 6861940 Jewish Community Care at Home o 158559 Cleveland Chesed Center Inc s 56747