2017-05-15T14:42:57-07:00 2016-06-30 990 2015-07-01 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 2017-05-15 2015 2021-01-29 14:40:06Z Susan Bichsel 3659 South Green Road Suite 322 Beachwood OH 44122 25406024 0 X WWW.JFSA-CLEVELAND.ORG X 1907 OH A PRIVATE NON-PROFIT ORGANIZATION THAT STRENGTHENS FAMILIES BY PROVIDING SERVICES TO THE JEWISH AND BROADER COMMUNITIES IN NORTHEAST OHIO. GUIDED BY TRADITIONAL JEWISH VALUES OF COMMUNAL RESPONSIBILITY AND SOCIAL JUSTICE, THE ORGANIZATION PROVIDES A VARIETY OF SERVICES FOR OLDER ADULTS, DISABLED INDIVIDUALS, FAMILIES IN CRISIS AND STUDENTS. 71 70 684 208 0 0 7362043 6622853 18323290 18638763 101925 87721 10341 -29949 25797599 25319388 1417510 1454250 0 0 18176691 18581324 0 0 289355 4064452 4590054 23658653 24625628 2138946 693760 24800890 25184675 8069894 9705245 16730996 15479430 A PRIVATE NON-PROFIT ORGANIZATION THAT STRENGTHENS FAMILIES AND INDIVIDUALS BY PROVIDING SERVICES TO THE JEWISH AND BROADER COMMUNITIES IN NORTHEAST OHIO. GUIDED BY TRADITIONAL JEWISH VALUES OF COMMUNAL RESPONSIBILITY AND SOCIAL JUSTICE, THE ORGANIZATION IS COMMITTED TO ENHANCING EVERY INDIVIDUAL'S ABILITY TO THRIVE IN OUR COMMUNITY. 0 0 13350839 0 13282826 ASCENTIA PATHWAYS TO COMMUNITY LIVING PROVIDED SERVICES TO APPROXIMATELY 1706 INDIVIDUALS WITH CHRONIC MENTAL DISABILITIES INCLUDING MENTAL RETARDATION, SEVERE MENTAL ILLNESS, AND TRAUMATIC BRAIN INJURY. SERVICES WERE PROVIDED TO ALLOW THESE INDIVIDUALS TO FUNCTION IN A COMMUNITY SETTING WHILE MANAGING THEIR ILLNESS 3809758 4426938 SERVICES PROVIDED PRIMARILY TO APPROXIMATELY 518 OLDER ADULTS IN THEIR HOME. SERVICES INCLUDE PERSONAL CARE, PHYSICAL THERAPY,NURSING,AND OCCUPATIONAL THERAPY. THESE SERVICES ALLOW CLIENTS TO CONTINUE LIVING INDEPENDENTLY, REDUCING THE POTENTIAL COST OF INSTITUTIONAL CARE. 1991740 0 888174 SERVICES FOR APPROXIMATELY 2245 OLDER ADULTS INCLUDING HOMEBOUND AGING REFUGEES AND HOLOCAUST SURVIVORS. A WIDE VARIETY OF SERVICES ALLOWED THESE INDIVIDUALS TO CONTINUE LIVING INDEPENDENTLY, REDUCING THE POTENTIAL COST OF INSTITUTIONAL CARE. IN ADDITION, SOCIALIZATION OPPORTUNITIES IMPROVE THE QUALITY OF LIFE FOR OUR CLIENTS AND THEIR FAMILIES. 1801270 1454250 40825 SERVICES TO APPROXIMATELY 3049 MEMBERS EXPERIENCING SOME TYPE OF CRISIS INCLUDING SUPPORT TO VICTIMS OF DOMESTIC VIOLENCE, JOB SEEKERS, AND COLLEGE STUDENTS. THESE SERVICES HELP OUR CLIENTS COPE WITH THE ISSUES THEY FACE AND ENABLES THEM TO MAINTAIN THEIR PLACE IN THE COMMUNITY. 1801270 1454250 40825 20953607 1 1 0 0 0 0 0 0 1 1 1 1 1 1 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 0 1 112 0 684 1 0 0 0 0 0 0 0 0 0 0 X 71 70 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 Ethan Cohen Vice Chair 1 0.1 X X 0 0 0 Michael Weiner Treasurer 1 0.1 X X 0 0 0 Michael Klein Assistant Treasurer 1 0.1 X X 0 0 0 David Rosenberg 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 Janice 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 Grant Dinner Director 0.3 0.1 X 0 0 0 Chicky Drost Director 0.3 0.1 X 0 0 0 Morton Epstein 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 Lev Gonick 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 Michael Guggenheim 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 Nathan Klein 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 Melissa Korland 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 Dan Zelman Director 0.3 0.1 X 0 0 0 Susan Bichsel President & CEO 40 20 X 185801 92899 34838 David Hlavac Vice President and CFO 40 20 X 111369 55684 21853 Timothy Williams Chief Information Officer 40 20 X 83330 41665 23744 Thierry Riek Director of Planning and Performance 40 20 X 74747 37374 34807 Jaymie Shanker Psychiatrist 60 X 165160 0 32367 Debbie Chickering Executive Director, Ascencia 60 0 X 100178 0 24695 720585 227622 172304 4 0 1 0 0 3433811 0 175179 0 273829 2740034 0 6622853 Ascentia 900099 13282826 13282826 0 0 Older Adults 900099 888174 888174 0 0 In Home Services 900099 4426938 4426938 0 0 Services for Families 900099 40825 40825 0 0 0 0 0 0 18638763 87721 0 0 87721 0 0 0 0 0 0 0 0 0 0 0 0 34778 175179 86636 -51858 0 -51858 Miscellaneous Income 900099 21909 0 0 21909 0 0 0 0 21909 25319388 18638763 0 57772 1454250 1454250 720584 720584 0 15073142 13558214 1264134 250794 258690 132871 122898 2921 1406802 1191734 195749 19319 1122106 991200 112190 18716 139905 29883 110022 28335 28335 162967 0 162967 722525 579958 138257 4310 117737 81840 33639 2258 844031 712464 126431 5136 241736 204242 30514 6980 421245 268817 134567 17861 475886 462203 13666 17 263584 241416 20656 1512 149587 137264 12323 Staff Development and Recruitment 199288 103081 95921 286 Bad Debt Expense 306220 306220 0 0 Supplies 468459 409083 54860 4516 All Other Expenses 48549 88867 4953 -45271 24625628 20953607 3382666 289355 2180046 1915492 59061 0 2557520 2285236 2311586 2032591 0 0 0 0 0 0 0 0 116721 294266 5085303 3781142 1321101 1304161 9055255 9411637 2040522 2052163 5159078 5889129 24800890 25184675 2430949 1719635 261302 279367 275209 196051 5102434 7510192 8069894 9705245 X 3525681 2768054 7028075 6448174 6177240 6263202 16730996 15479430 24800890 25184675 X 693760 -476990 0 0 0 -1468336 X 0 1 X 1 0 X 6734498 6841494 6274103 7362043 6622853 33834991 0 0 0 0 0 0 0 0 0 0 0 0 6734498 6841494 6274103 7362043 6622853 33834991 33834991 33098 82698 88723 88820 87721 381060 0 0 0 0 0 0 9038 1100 61512 45250 21909 138809 34354860 80174066 0.98487 0.98078 X Schedule A, Part II, Line 10 Miscellaneous Income RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 10719381 1457075 -289440 0 237271 0 11649745 10407611 519290 4656 0 212176 0 10719381 8727573 703866 1162124 0 185952 0 10407611 6820706 1376096 672971 0 142200 0 8727573 6004416 1177794 -223983 0 137521 0 6820706 0.11 0.79 0.1 1 0 0 246576 246576 0 1599148 1160625 438523 0 434065 224760 209305 0 2805514 2395757 409757 0 0 0 0 1304161 JFC Main INvestment Fund 6262085 F JFS MAP Fund 774482 F JFC Money Fund 1658008 F Other Cash and Investments 717062 F 9411637 Student Loans 2052163 C 2052163 Assets held by the Jewish Federation of Cleveland 5411781 Custodial Assets 279367 Computer Software, net 197981 5889129 0 Accrued Pension Liability 4743368 Due to Jewish Community Care at Home 1235240 Due to Independent Montefiore Shelter Home 1252339 Due to Planned Lifetime Assistance Network 279245 7510192 X Schedule D, Part IV, Line 2b Custodial funds are maintained as part of the services provided for clients by the organization Schedule D, Part V, Line 4 The earnings from endowment funds are intended to be used to provide services to Ascentia, Older Adults, Families, and Student Financial Assistance 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, 2016 and 2015. Signature Event 209957 175179 34778 0 0 0 39304 0 47332 0 0 209957 175179 34778 0 0 0 39304 0 47332 86636 -51858 1 Ascentia Program - financial assistance 30 23600 2856 FMV Clothing Older Adults Program - Financial Assistance 971 323132 0 Families Program - Financial Assistance 103 96807 0 Families Program - Student Financial Aid 216 1007855 0 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. X X X X 0 1 0 0 0 0 0 0 0 Susan Bichsel President & CEO 165846 82923 12000 6000 7955 3976 0 0 18558 16280 204359 109179 0 0 David Hlavac Vice President and CFO 108134 54067 3235 1617 0 0 0 0 14635 7318 126004 63002 0 Jaymie Shanker Psychiatrist 161986 0 3174 0 0 0 0 0 32367 0 197527 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 - $4,667 Will Sukenik Board Member 295991 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 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 makes its financial statements available to the public in its 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 154943 609595 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) 11 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) 9 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 1105397 Cost Jewish Community Care at Home r 1299376 Cost Jewish Community Care at Home s 1148908 Cost