2019-05-13T13:17:59-07:00 2018-06-30 135381590 BDO USA LLP 32125 Solon Road Cleveland OH 44139 990 2017-07-01 340714441 JEWISH FAMILY SERVICE ASSOCIATION OF CLEVELAND OHIO JEWI 2165042600 3659 SOUTH GREEN ROAD SUITE 322 BEACHWOOD OH 44122 Susan Bichsel President and CEO 2165042600 2019-05-13 1 Jacob Cook P01240455 4402488787 2019-05-13 104.129.196.109 2017 2019-02-21 02:37:17Z Susan Bichsel 3659 South Green Rd Suite 322 Beachwood OH 44122 24881993 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 68 643 198 0 0 7337155 7263264 18312291 17479065 131123 126103 13888 13561 25794457 24881993 1698770 1988740 0 0 18555307 18567372 0 0 322915 4176701 3894210 24430778 24450322 1363679 431671 27300404 29489506 7569670 7713077 19730734 21776429 JFSA is dedicated to providing individuals and families with solutions to face life's challenges with confidence 0 0 13338261 13397484 Ascentia -Achieving Potential empowers individuals with mental illness and developmental disabilities to achieve greater independence and inclusivity. 3013540 0 3190318 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. 2254353 845172 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. 2158691 1988740 46091 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. 2158691 1988740 46091 20764845 1 1 0 0 0 0 0 0 1 1 1 1 1 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 0 0 1 101 0 643 1 0 0 0 0 0 0 0 0 0 0 X 69 68 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 OH X David Hlavac VP and CFO 2165042600 3659 SOUTH GREEN ROAD SUITE 322 BEACHWOOD OH 44122 Harvey Kotler Chair 1 0.1 X X 0 0 0 Dan Zelman Vice Chair/Chair Elect 1 0.1 X X 0 0 0 David Rosenberg Vice Chair 1 0.1 X X 0 0 0 Michael Weiner Vice Chair 1 0.1 X X 0 0 0 Michael Klein Treasurer 1 0.1 X X 0 0 0 Michael Guggenheim Assistant Treasurer 1 0.1 X X 0 0 0 Dara Yanowitz Secretary 1 0.1 X X 0 0 0 Trish Adler Director 0.3 0.1 X 0 0 0 Marilyn Bedol Director 0.3 0.1 X 0 0 0 Gary Bilchik Director 0.3 0.1 X 0 0 0 Eileen Blattner Director 0.3 0.1 X 0 0 0 Robert Blattner Director 0.3 0.1 X 0 0 0 Cynthia Bruml Director 0.3 0.1 X 0 0 0 Carol Burg Director 0.3 0.1 X 0 0 0 Philip Cohen Immediate Past President 0.3 0.1 X 0 0 0 Bonnie Cole Director 0.3 0.1 X 0 0 0 Ethan Cohen Director 0.3 0.1 X 0 0 0 Grant Dinner Director 0.3 0.1 X 0 0 0 Chicky Drost Director 0.3 0.1 X 0 0 0 David Goldberg Director 0.3 0.1 X 0 0 0 Michelle Goldberg Director 0.3 0.1 X 0 0 0 Sandy Goldman Director 0.3 0.1 X 0 0 0 Allan Goldner Director 0.3 0.1 X 0 0 0 Sally Good Director 0.3 0.1 X 0 0 0 Sidney Good Director 0.3 0.1 X 0 0 0 Bruce Goodman Director 0.3 0.1 X 0 0 0 Herbert Goulder Director 0.3 0.1 X 0 0 0 Alvin Gray Director 0.3 0.1 X 0 0 0 Richard Halle Director 0.3 0.1 X 0 0 0 Kent Hayes Director 0.3 0.1 X 0 0 0 Jean Heflich Director 0.3 0.1 X 0 0 0 John Herman Director 0.3 0.1 X 0 0 0 Michelle Hirsch Director 0.3 0.1 X 0 0 0 Robert Immerman Director 0.3 0.1 X 0 0 0 Donald Jacobson Director 0.3 0.1 X 0 0 0 Suellen Kadis Director 0.3 0.1 X 0 0 0 David Kaufman Director 0.3 0.1 X 0 0 0 Dolores Kleinman Director 0.3 0.1 X 0 0 0 Andrew Kohn Director 0.3 0.1 X 0 0 0 Marvin Lader Director 0.3 0.1 X 0 0 0 Sherelynn Lehman Director 0.3 0.1 X 0 0 0 Arthur Mayers Director 0.3 0.1 X 0 0 0 Chuck Mintz Director 0.3 0.1 X 0 0 0 Patricia Mintz Director 0.3 0.1 X 0 0 0 Karen Newborn Director 0.3 0.1 X 0 0 0 Allan Pearl Director 0.3 0.1 X 0 0 0 Shari Perlmuter Director 0.3 0.1 X 0 0 0 Michael Peterman Director 0.3 0.1 X 0 0 0 Kevin Robertson Director 0.3 0.1 X 0 0 0 Charles Rosenberg Director 0.3 0.1 X 0 0 0 Larry Rothstein Director 0.3 0.1 X 0 0 0 Robert Schwartz Director 0.3 0.1 X 0 0 0 Eric Shapiro Dicector 0.3 0.1 X 0 0 0 Leo Silberman Director 0.3 0.1 X 0 0 0 James Spira Director 0.3 0.1 X 0 0 0 Myrna Spira Director 0.3 0.1 X 0 0 0 Eleanor Steigman Director 0.3 0.1 X 0 0 0 David Strauss Director 0.3 0.1 X 0 0 0 Will Sukenik Director 0.3 0.1 X 0 0 0 Eric Synenberg Director 0.3 0.1 X 0 0 0 Rabbi Allison Vann Director 0.3 0.1 X 0 0 0 Sally Wagner Director 0.3 0.1 X 0 0 0 Philip Wasserstrom Director 0.3 0.1 X 0 0 0 Sally Wertheim Director 0.3 0.1 X 0 0 0 John Wirtshafter Director 0.3 0.1 X 0 0 0 Jonathon Wise Director 0.3 0.1 X 0 0 0 William Wortzman Director 0.3 0.1 X 0 0 0 Matthew Wyner Director 0.3 0.1 X 0 0 0 Susan Bichsel President & CEO 40 20 X X 187520 93760 56654 David Hlavac Vice President and CFO 40 20 X 113024 56512 22622 Timothy Williams Chief Information Officer 40 20 X 86542 43271 29292 Thierry Riek Director of Planning and Performance 40 20 X 72198 36099 38121 Deana Couture Psychiatrist 60 0 X 103650 0 17960 Debbie Chickering Executive Director- Ascentia 55 5 X 92982 8453 24661 655916 238095 189310 3 0 1 0 0 3522787 0 0 0 545187 3195290 0 7263264 Ascentia 900099 13397484 13397484 0 0 Older Adults 900099 845172 845172 0 0 In Home Services 900099 3190318 3190318 0 0 Services for Families 900099 46091 46091 0 0 0 0 0 0 17479065 126103 0 0 126103 0 0 0 0 0 0 0 0 0 0 0 0 0 Miscellaneous Income 900099 13561 0 0 13561 0 0 0 0 13561 24881993 17479065 0 139664 1988740 1988740 352922 352922 15467554 13527649 1716763 223142 335562 176012 152949 6601 1523251 1322368 186767 14116 888083 737524 133804 16755 174689 38081 136608 25953 25953 155451 155451 384162 339702 28401 16059 115770 77200 36519 2051 754392 646237 102332 5823 266109 220913 30376 14820 437056 262118 161698 13240 439102 418537 20421 144 238749 210490 28259 140071 127976 12095 Staff Recruitment and Development 123889 88711 34828 350 Supplies 400079 390967 392 8720 All Other Expenses 113971 105271 7606 1094 Bad Debt Expense 124767 86349 38418 0 24450322 20764845 3362562 322915 2746004 2576402 1611884 2930210 1939184 1681927 300252 335549 6703831 2646843 1166119 4056988 10703540 8930256 2056578 2046424 6776843 6931750 27300404 29489506 1426387 1577153 329249 271098 119928 58560 5694106 5806266 7569670 7713077 X 5562757 7224913 7567924 7868256 6600053 6683260 19730734 21776429 27300404 29489506 X 431671 965917 0 0 0 648107 X 0 1 X 1 0 X 6274103 7362043 6622853 7337155 7263264 34859418 0 0 0 0 0 0 0 0 0 0 0 0 6274103 7362043 6622853 7337155 7263264 34859418 34859418 88723 88820 87721 99707 126103 491074 0 0 0 0 0 0 61512 45250 21909 13888 13561 156120 35506612 87855831 0.98177 0.98312 X Schedule A, Part II, Line 10 Miscellaneous Income 0 1 X 13056630 149472 568399 0 484676 0 13289825 11649745 439067 1317288 0 349470 0 13056630 10719381 1457075 -289440 0 237271 0 11649745 10407611 519290 4656 0 212176 0 10719381 8727573 703866 1162124 0 185952 0 10407611 0.11 0.7 0.19 1 0 0 246576 246576 0 1599148 1252005 347143 0 363947 229744 134203 0 1421816 1165094 256722 0 3072344 0 3072344 4056988 JFC Main Investment Fund 4496293 F JFC MAP Fund 614414 F JFC Money Fund 2721573 F Other cash and investments 1097976 F 8930256 Student Loans 2046424 C 2046424 Assets held by Jewish Federation of Cleveland 6495971 Computer Software , net 164681 Custodial Assets 271098 6931750 Accrued Pension Liability 3034232 Due to Jewish Community Care at Home 1926305 Due to Independent Montefiore Home 439443 Due to Planned Lifetime Assistance Network 406286 5806266 X Schedule D, Part IV, Line 2b Custodial funds are maintained by the organization as 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 Ascentia-Achieving Potential, Caring at Home, Strengthening Families, and Empowering Youth Programs Schedule D, Part X, Line 2 The Internal Revenue Service has ruled that JFSA, CAH, HSH and PLAN qualify under Section 501(c)(3) of the Internal Revenue Code and are, therefore, not subject to tax under present federal income tax laws. The Association has not been classified as a private foundation within the meaning of Section 509(a) and does qualify for deductible contributions. CCR is a for-profit limited liability partnership. Income tax filings are subject to audit by various taxing authorities. 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 expenses for the years ended June 30, 2018 and 2017. 1 Ascentia Program - Financial Assistance 20 13121 3776 FMV Clothing Older Adults Program - Financial Assistance 815 534345 0 FMV Families Program - Financial Assistance 69 98783 0 FMV Families Program - Student Financial Aid 220 1338715 0 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 program director and his/her designee. Expenses are paid directly to the vendors on behalf of the clients and on occasion paid directly to some clients. X X X X 0 1 0 0 0 0 0 0 0 Susan Bichsel President & CEO 166233 83117 13333 6667 7954 3976 0 0 37770 18885 225290 112645 0 0 David Hlavac Vice President and CFO 109624 54812 3400 1700 0 0 0 0 15081 7541 128105 64053 0 0 Schedule J, Part I, Line 3 See schedule O, Form 990,Part VI, Section B, Line 15 Schedule J, Part I, Line 4 Susan Bichsel participated in a deferred compensation plan - $ 7,000 Will Sukenik Board Member 293440 Organization leases space at fair market value from company owned by board member 0 Form 990, Part VI, Section A, Line 2 Eileen Blattner, Robert Blattner - 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 Conflict 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 XI, Line 9 Change in Unfunded Pension Liability Mesila Cleveland LLC 3659 South Green Rd Suite 322 Beachwood OH 44122 273780493 Provides financial counseling to low income clients OH 0 0 Jewish Family Service Association Center for Cognition and Recovery LLC 3659 South Green Road Suite 315 Beachwood OH 44122 271148439 Facilitate successful provision and dissemination of Cognitive Enhancement Therapy nationally OH -163921 510181 Jewish Family Service Association Jewish Community Care at Home 3659 South Green Road Suite 316 Beachwood OH 44122 341861745 In Home Services OH 501(c)(3) 12 Jewish Family Service Association 1 Independent Montefiore Shelter Home 3659 South Green Road Suite 322 Beachwood OH 44122 340845389 Provide emergency and temporary housing with on-site client services to Jewish homeless OH 501(c)(3) 7 Jewish Family Service Association 1 Planned Lifetime Assistance Network of Northeast Ohio 3659 South Green Rd Suite 322 Beachwood OH 44122 341621291 Help those challenged by chronic mental illness progress in their recovery OH 501(c)(3) 10 Jewish Family Service Association 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 o 1569646 Jewish Community Care at Home s 3031431