2012-05-15T09:56:00-05:00 2011-06-30 MCGLADREY LLP 1001 LAKESIDE AVE SUITE 1400 CLEVELAND OH 441141152 990 2010-07-01 340714630 BELLEFAIRE JEWISH CHILDREN'S BUREAU BELL 2169322800 22001 FAIRMOUNT BLVD SHAKER HEIGHTS OH 44118 ADAM JACOBS 2169322800 2012-05-15 1 DARLENE M DAVIS 2165231900 2010 2016-02-24 21:20:13Z ADAM JACOBS 22001 FAIRMOUNT BLVD SHAKER HEIGHTS OH 44118 33590311 0 X WWW.BELLEFAIREJCB.ORG X 1868 OH BELLEFAIRE JCB OFFERS AN ARRAY OF SERVICES INCLUDING RESIDENTIAL TREATMENT, OUTPATIENT COUNSELING, FOSTER CARE, ADOPTION AND AUTISM SERVICES. PROVIDING EXCEPTIONAL CARE AND ADVOCACY TO ENHANCE THE EMOTIONAL PHYSICAL AND INTELLECTUAL WELL BEING OF CHILDREN, YOUNG ADULTS, AND THEIR FAMILIES. 54 53 679 211 0 0 2476100 3597649 27046203 28725120 196776 270437 -195691 -157542 29523388 32435664 20000 1614771 0 0 19914182 21634845 0 0 491780 10813984 9417969 30748166 32667585 -1224778 -231921 37006090 39837002 10442729 9696403 26563361 30140599 X BELLEFAIRE JCB OFFERS AN ARRAY OF SERVICES INCLUDING RESIDENTIAL TREATMENT, OUTPATIENT COUNSELING, FOSTER CARE, ADOPTION AND AUTISM SERVICES. PROVIDING EXCEPTIONAL CARE AND ADVOCACY TO ENHANCE THE EMOTIONAL, PHYSICAL AND INTELLECTUAL WELL BEING OF CHILDREN, YOUNG ADULTS AND THEIR FAMILIES IN THE LOCAL AND REGIONAL COMMUNITIES. 0 0 10638136 9189107 RESIDENTIAL AND GROUP TREATMENT: BELLEFAIRE JCB PROVIDES FOUR LEVELS OF RESIDENTIAL TREATMENT: SECURED INTENSIVE, INTERMEDIATE, TRANSITIONAL LIVING AND INDEPENDENT LIVING. OUR CLIENTS HAVE A RANGE OF EMOTIONAL AND BEHAVIORAL HEALTH ISSUES. THEY ALSO FACE A VARIETY OF CHALLENGES RESULTING FROM ABUSE, NEGLECT, CHEMICAL DEPENDENCY AND MENTAL HEALTH CONCERNS. ALL OF OUR RESIDENTIAL PROGRAMS UTILIZE A MULTIDISCIPLINARY APPROACH TO ADDRESS THE COMPLEX NEEDS OF EACH CHILD AND TO BUILD UPON HIS OR HER INDIVIDUAL STRENGTHS. BELLEFAIRE JCB OFFERS A RESIDENTIAL COTTAGE FOR CHILDREN DIAGNOSED WITH AUTISM SPECTRUM DISORDER. 8250488 8424698 COMMUNITY SERVICES & OUTPATIENT COUNSELING: THIS DIVISION PROVIDES EFFECTIVE AND CARING TREATMENT FOR CHILDREN, YOUTH AND FAMILIES WHO ARE EXPERIENCING A VARIETY OF MENTAL HEALTH PROBLEMS. SERVICES ARE TAILORED TO FIT EACH CHILD AND FAMILY AND ARE PROVIDED BY PROFESSIONALLY LICENSED AND TRAINED STAFF MEMBERS. SERVICES INCLUDE: COUNSELING, PSYCHOTHERAPY, TESTING AND ASSESSMENT. BJCB PROVIDES SERVICES COVERING A BROAD RANGE OF BEHAVIORAL CHALLENGES INCLUDING DEPRESSION, DIVORCE, ABUSE, ATTENTION DEFICIT DISORDER AND OTHER ISSUES.AFTER SCHOOL PROGRAM: A COMMUNITY BASED, OUT PATIENT THEAPEUTIC GROUP TREATMENT PROGRAM FOR CHILDREN 6 THROUGH 18 THAT HAVE EMOTIONAL OR BEHAVIORAL CHALLENGES. SCHOOL BASED & SPECIAL SERVICES: PROVIDES SCHOOL BASED BEHAVIORAL HEALTH AND SUBSTANCE ABUSE COUNSELING FOR CHILDREN AND ADOLESCENTS IN THIRTY FIVE CLEVELAND PUBLIC AND CHARTER SCHOOLS, THIRTY LORAIN SCHOOLS AND IS COMMITTED TO 1) REMAINING IN THE FOREFRONT OF THE YOUTH SERVICES AND CHILD CARE FIELDS 2) RESPONDING TO EMERGING NEEDS 3) BUILDING KNOWLEDGE THAT CONTRIBUTES TO SERVICES FOR CHILDREN, YOUTH AND THEIR FAMILIES AND 4) ADVOCATING ON THEIR BEHALF. 8339543 8622461 EDUCATION: PROVIDING A NATIONALLY RECOGNIZED SET OF SERVICES FOR CHILDREN AND YOUTH WITH AUTISM SPECTRUM DISORDER AS WELL AS EDUCATION AND MENTORING PROGRAMS FOR NORMALLY DEVELOPING CHILDREN, YOUTH AND THEIR FAMILIES. MONARCH CENTER FOR AUTISM: ESTABLISHED IN 2000, THE MONARCH SCHOOL HAS QUICKLY BECOME A NATIONALLY RECOGNIZED LEADER IN AUTISM TREATMENT. OHIO'S FIRST CHARTERED, NON-PUBLIC SCHOOL FOR AUTISM, MONARCH PROVIDES AN IDEAL SPECIAL EDUCATION EXPERIENCE WHERE EVEN THOSE MOST SEVERELY AFFLICTED CAN LEARN, GROW AND THRIVE. MONARCH'S DYNAMIC VISUAL BASED TECHNOLOGY ENHANCED CURRICULUM MAXIMIZES EACH CHILD'S UNIQUE CAPACITY TO LEARN AND COMMUNICATE. MONARCH IS ALSO A YEAR ROUND, FULL SERVICE CENTER THAT OFFERS A BROAD ARRAY OF PROGRAMS INCLUDING AN EXTENDED SCHOOL YEAR PROGRAM, A PRE-SCHOOL AND THE REGION'S ONLY SUMMER PROGRAM FOR CHILDREN WITH AUTISM. EARLY CHILDHOOD SERVICES: BJCB MAINTAINS TWO LICENSED AND ACCREDITED EARLY CHILDHOOD LEARNING CENTERS THAT PROVIDE SPECIALIZED FULL DAY CARE FOR THE LOCAL COMMUNITY FOR CHILDREN UP TO AGE FIVE. 2294457 2488854 FOSTER CARE AND ADOPTION 2294457 2488854 29522624 1 1 0 1 0 0 0 0 1 1 1 0 0 1 0 1 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 97 0 1 679 1 0 0 0 0 0 0 0 0 X 54 53 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 1 0 OH X THOMAS BROWNE 2169322800 22001 FAIRMOUNT BLVD SHAKER HEIGHTS OH 44118 X ALLY ABRAMS 1.00 X 0 0 0 DAN AUSTRIAN 1.00 X 0 0 0 SUSAN BLOCK 1.00 X 0 0 0 MARC BYRNES 1.00 X 0 0 0 JERI CHAIKIN 1.00 X 0 0 0 GERALD CHATTMAN 1.00 X 0 0 0 LOREN CHYLLA 1.00 X 0 0 0 ROCHELLE GROSS 1.00 X 0 0 0 STEVE EISENBERG 1.00 X 0 0 0 IRWIN FELDMAN 1.00 X 0 0 0 LOIS GAYNOR 1.00 X 0 0 0 VIC GELB 1.00 X 0 0 0 DON GOLDMAN 1.00 X 0 0 0 LEV GONICK 1.00 X 0 0 0 JULIE HERTZER 1.00 X 0 0 0 BETH BRANDON 1.00 X 0 0 0 JODI TUCKER 1.00 X 0 0 0 ADAM KAUFMAN 1.00 X 0 0 0 MARY KLEIN 1.00 X 0 0 0 JENNIFER KORACH 1.00 X 0 0 0 BETSY KRANTZ 1.00 X 0 0 0 MARC KRANTZ 1.00 X 0 0 0 ED KRAUS 1.00 X 0 0 0 BARBARA MILLER 1.00 X 0 0 0 STEPHANIE MILLER 1.00 X 0 0 0 MARK MUNSELL 1.00 X 0 0 0 DAVID NACHMAN 1.00 X 0 0 0 SHARI PERLMUTER 1.00 X 0 0 0 LARRY POLLOCK 1.00 X 0 0 0 DAN POLSTER 1.00 X 0 0 0 NANCY ROME 1.00 X 0 0 0 CHARLES ROSENBAUM 1.00 X 0 0 0 EDWIN ROTH 1.00 X 0 0 0 JOSH RUBIN 1.00 X 0 0 0 PETER RUBIN 1.00 X 0 0 0 STEVE SALTZMAN 1.00 X 0 0 0 SUSAN SALTZMAN 1.00 X 0 0 0 BRAD SANDERS 1.00 X 0 0 0 SUSAN SILVERBERG 1.00 X 0 0 0 DAVID LEVINE 1.00 X 0 0 0 MARVIN SMITH 1.00 X 0 0 0 VIVIAN SOLGANIK 1.00 X 0 0 0 JAN STERN 1.00 X 0 0 0 STEVE WEITZNER 1.00 X 0 0 0 STEVEN WIESENBERGER 1.00 X 0 0 0 EVAN WITT 1.00 X 0 0 0 ROB WOLFF 1.00 X 0 0 0 SANDRA WULIGER 1.00 X 0 0 0 DEBBIE FRIEDMAN 1.00 X 0 0 0 LES LEVINE 1.00 X 0 0 0 WILLIAM JOSEPH 1.00 X X 0 0 0 BRAD SCHLANG 1.00 X X 0 0 0 BRIAN DAVIS 1.00 X X 0 0 0 STEPHEN BERGMAN 1.00 X X 0 0 0 STEPHANIE SILVERMAN 1.00 X X 0 0 0 ADAM JACOBS 40.00 X X 0 380889 139472 THOMAS BROWNE 40.00 X 0 274750 83638 SAMUEL KELMAN 0.00 X 170024 0 0 170024 655639 223110 1 1 1 0 ELLEN ROSENBLATT 24108 WOODWAY RD BEACHWOOD OH 44122 PSYCHIATRIC SERVICES 113006 1 551013 160432 739629 2146575 53060 3597649 BOARD AND CARE 623000 10773285 10773285 EDUCATION 611110 8512253 8512253 MEDICAID 624100 8173814 8173814 THERAPEUTIC SERVICES 624100 1070667 1070667 195101 195101 28725120 80749 80749 42978 42978 534755 808313 -273558 -273558 -273558 511422 321734 189688 189688 189688 14168 160432 24600 -10432 -10432 RECORD FEES/FOSTER PAR 900099 83470 83470 83470 32435664 28808590 0 29425 1614771 1614771 16425223 16239106 179658 6459 855386 798671 56619 96 2604598 2506034 96664 1900 1749638 1710615 38266 757 51408 15834 35574 85246 85246 141000 141000 690454 461415 227939 1100 95641 58758 4437 32446 466943 430609 17998 18336 489721 452299 22422 15000 1671823 1410495 254893 6435 367587 326935 11523 29129 3483852 1746962 1415162 321728 1465334 1345919 114726 4689 STAFF DEVELOPMENT 178722 157615 20867 240 BANK FEES & MISC EXPENS 141065 16413 71187 53465 BAD DEBT EXPENSE 89173 89173 32667585 29522624 2653181 491780 2936405 3939183 325664 229497 3615719 3327591 310632 124205 34170336 22501236 12516463 11669100 15751175 18756638 1550032 1790788 37006090 39837002 3221330 3025631 46157 47606 652492 635653 6522750 5987513 10442729 9696403 X 19669517 22789825 4709852 4925801 2183992 2424973 26563361 30140599 37006090 39837002 X -231921 3809159 X X 0 1 1 X 0 X 6859856 4381250 3851806 2486183 3597649 21176744 6859856 4381250 3851806 2486183 3597649 21176744 21176744 831050 825983 853326 708508 615504 3834371 25011115 0.84670 0.85670 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 141000 141000 0 EXPLANATION OF OTHER LOBBYING ACTIVITIES: PART II-B, LINE 1I: BELLEFAIRE JCB PAYS CJR GROUP AND WILLIAM BLAIR CO TO PROVIDE FEDERAL AND STATE LOBBYING ACTIVITIES. 867759 225 180019 49557 998446 514905 263334 89520 867759 688878 650 -139911 34712 514905 0.34220 0.63510 0.02270 0 0 325173 325173 28265348 18698114 9567234 3757356 3115477 641879 1822459 687645 1134814 11669100 POOLED INVESTMENT FUNDS 18511353 F ISRAEL BONDS 1270 F DOMESTIC MUTUAL FUNDS 190677 F PREFERRED STOCK 31438 F COMMODITIES 21900 F 18756638 PAYABLE TO THIRD PARTY PAYORS 525425 ACCRUED PENSION 5384278 JOH CONTRA ACCOUNT 52153 CHARITABLE GIFT ANNUITIES 13822 MISCELLANEOUS LIABILITIES 11835 5987513 32435664 32667585 -231921 3261724 547435 3809159 3577238 36505699 3261724 808311 4070035 32435664 0 32435664 34023335 1355750 1355750 32667585 0 32667585 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE INTENDED USE OF BELLEFAIRE JCB'S ENDOWMENT FUND IS THE CONTINUED FUNDING OF BELLEFAIRE'S PROGRAMS. PART XI, LINE 8 - OTHER ADJUSTMENTS: PENSION LIABILITY ADJUSTMENT 547,437. ROUNDING -2. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSE INCLUDED IN STATEMENT OF REVENUE 808,313. ROUNDING -2. PART XIII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSE INCLUDED IN STATEMENT OF REVENUE 808,313. PENSION LIABILITY ADJUSTMENT 547,437. BIATHALON 142695 128527 14168 5576 183 18841 OTHER 31905 31905 174600 160432 14168 5576 183 18841 24600 -10432 1 PAYMENT TO FOSTER CARE PARENTS 46 759834 ACTUAL PAYMENT TO FOSTER CARE PARENTS PAYMENT TO RESPITE PROVIDERS 51 73407 ACTUAL PAYMENT TO RESPITE PROVIDERS FOOD FOR CLIENTS IN RESIDENCE 174 402982 ACTUAL FOOD FOR CLIENTS IN RESIDENCE RECREATIONAL ACTIVITIES FOR CLIENTS 174 21406 ACTUAL RECREATIONAL ACTIVITIES FOR CLIENTS RENT AND UTILITIES FOR RESIDENCES 174 77207 ACTUAL RENT AND UTILITIES FOR RESIDENCES HOUSEHOLD SUPPLIES FOR CLIENTS 174 8695 ACTUAL HOUSEHOLD SUPPLIES FOR CLIENTS PERSONAL HYGIENE SUPPLIES FOR CLIENTS 174 82008 ACTUAL PERSONAL HYGIENE SUPPLIES FOR CLIENTS CLOTHING FOR CLIENTS IN RESIDENCE 174 9742 ACTUAL CLOTHING FOR CLIENTS IN RESIDENCE GRADUATION EXPENSES OF CLIENTS 9 4917 ACTUAL GRADUATION EXPENSES OF CLIENTS TRANSPORTATION OF CLIENTS 174 147563 ACTUAL TRANSPORTATION OF CLIENTS PAYMENT TO CLIENTS FOR WORK PERFORMED 39 23032 ACTUAL PAYMENT TO CLIENTS FOR WORK PERFORMED REIMBURSEMENT TO BIRTH PARENTS 2 1798 ACTUAL REIMBURSEMENT TO BIRTH PARENTS SCHOLARSHIP TO BALDWIN WALLACE UNIVERSITY 1 1000 ACTUAL SCHOLARSHIP TO BALDWIN WALLACE UNIVERSITY TUITION PAYMENTS 2 1180 ACTUAL TUITION PAYMENTS PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: OTHER ASSISTANCE IS MONITORED THROUGH INVOICES AND EXPENSE REPORTS THAT ARE SUBMITTED BY EMPLOYEES, FOSTER PARENTS AND COMPANIES THAT PROVIDE SERVICES OR SUPPLIES. EACH INVOICE AND EXPENSE REPORT IS APPROVED BY THE APPROPRIATE SUPERVISOR BEFORE IT IS PAID. OTHER INFORMATION: PART IV: PART III, COLUMN (B): AN ACTUAL COUNT OF RECIPIENTS IS DONE FOR EACH TYPE OF ASSISTANCE. X X X 0 1 0 0 0 0 0 0 0 ADAM JACOBS 0 345889 0 35000 0 0 0 119679 0 19793 0 520361 0 0 THOMAS BROWNE 0 257250 0 17500 0 0 0 73399 0 10239 0 358388 0 36844 SAMUEL KELMAN 0 0 0 0 170024 0 0 0 0 0 170024 0 0 0 PART I, LINE 4B PART I, LINE 4B: ADAM JACOBS ACCRUED DEFERRED COMPENSATION OF $69,167 FOR A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN. THOMAS BROWNE ACCRUED DEFERRED COMPENSATION OF $42,191 FOR A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN. X MISC DONATIONS 110 53060 MARKET PRICE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE PRELIMINARY 990 IS REVIEWED BY THE FINANCE DIRECTOR, THE CHIEF FINANCIAL OFFICER AND MCGLADREY LLP. IT IS THEN REVIEWED BY THE PRESIDENT AND THE FINANCE COMMITTEE PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C BELLEFAIRE'S CONFLICT OF INTEREST POLICY REQUIRES THAT ON AN ANNUAL BASIS EACH BOARD MEMBER COMPLETES A CONFLICT OF INTEREST DISCLOSURE STATEMENT. THIS STATEMENT IS DISTRIBUTED AND COLLECTED BY THE CHAIR OF THE RISK MANAGEMENT COMMITTEE OF THE BOARD AND MAINTAINED IN THE OFFICE OF THE EXECUTIVE DIRECTOR OF BELLEFAIRE. EACH DISCLOSURE STATEMENT THAT CONTAINS A "YES" ANSWER TO ANY ONE OR MORE QUESTIONS IS GIVEN TO THE CEO AND BOARD PRESIDENT WHO BRINGS THE MATTER, IF MATERIAL, TO THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE DETERMINES WHETHER A CONFLICT EXISTS AND IF IT IS MATERIAL. FORM 990, PART VI, SECTION B, LINE 15A AN INDEPENDENT SALARY SUBCOMMITTEE WAS FORMED FROM THE BOARD THAT MONITORS SALARIES FOR EXECUTIVE DIRECTORS OF LIKE ORGANIZATIONS. BASED ON THIS ANALYSIS, THE COMPENSATION FOR THE PRESIDENT WAS DETERMINED. THE SALARY OF THE PRESIDENT IS REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 THE FINANCIAL RECORDS AND PRIOR YEAR'S 990 IS MADE AVAILABLE TO THE PUBLIC DURING NORMAL BUSINESS HOURS AT THE OFFICES OF BELLEFAIRE JCB, 22001 FAIRMOUNT BLVD, SHAKER HEIGHTS, OH 44118. THE COMPANY'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT MADE PUBLIC. AVERAGE HOURS WORKED FOR RELATED ORGANIZATIONS FORM 990, PART VII: ADAM JACOBS 40+ THOMAS BROWNE 40+ CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 3,261,724. PENSION LIABILITY ADJUSTMENT 547,437. ROUNDING -2. TOTAL TO FORM 990, PART XI, LINE 5: 3,809,159. PART XII, LINE 2C THIS PROCESS HAS NOT CHANGED FROM PRIOR YEARS. APPLEWOOD CENTERS 2525 E 22ND STREET CLEVELAND OH 44115 340714571 SOCIAL SERVICES OH 501(C)(3) LINE 7 WINGSPAN CARE GROUP 0 WINGSPAN CARE GROUP 22001 FAIRMOUNT BLVD SHAKER HEIGHTS OH 44118 562327939 MANAGEMENT SERVICES OH 501(C)(3) LINE 11A, I N/A 0 CUYAHOGA CONNECTION 22001 FAIRMOUNT BLVD SHAKER HEIGHTS OH 44118 201523856 LOBBYING SERVICES OH 501(C)(4) N/A WINGSPAN CARE GROUP 0 MONARCH TEACHING TECHNOLOGIES 20600 CHAGRIN BLVD SUITE 703 SHAKER HEIGHTS OH 44118 204182001 SOFTWARE DEVELOPMENT DE WINGSPAN CARE GROUP C -40448 31166 0.03000 1 1 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 MONARCH TEACHING TECHNOLOGIES A 42984 ACTUAL MONARCH TEACHING TECHNOLOGIES B 250002 ACTUAL WINGSPAN CARE GROUP L 321728 ACTUAL MONARCH TEACHING TECHNOLOGIES M 250000 ACTUAL WINGSPAN CARE GROUP M 347895 ACTUAL WINGSPAN CARE GROUP N 3841471 ACTUAL WINGSPAN CARE GROUP O 135878 ACTUAL