2012-05-11T12:07:52-07:00 2011-06-30 990 2010-07-01 340714441 JEWISH FAMILY SERVICE ASSOCIATION JEWI 2165042600 3659 SOUTH GREEN ROAD SUITE 322 BEACHWOOD OH 44122 Susan Bichsel 2165042600 2012-05-11 2010 2016-02-24 21:20:13Z Susan Bichsel 3659 South Green Rd Suite 322 Beachwood OH 44122 20936253 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. 68 68 570 228 0 0 5706956 7130032 13126633 13449717 36166 45907 1088 215876 18870843 20841532 1039457 1114065 0 0 13047325 13481795 0 0 284935 3191811 3303163 17278593 17899023 1592250 2942509 12436023 16289285 7479880 7060887 4956143 9228398 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 10563233 10525 11134486 ASCENTIA, PATHWAYS TO COMMUNITY LIVING PROVIDED SERVICES TO INDIVIDUALS WITH CHRONIC MENTAL DISABILITIES INCLUDING MENTAL RETARDATION, SEVERE MENTAL ILLNESS, AND TRAUMATIC BRAIN INJURY. SERVICES WERE PROVIDED TO ALLOW THE INDIVIDUALS TO FUNCTION IN A COMMUNITY SETTING WHILE MANAGING THEIR ILLNESS. 1966783 488400 759153 SERVICES FOR 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 OPPORTUNTIES IMPROVED THE QUALITY OF LIFE FOR OUR CLIENTS AND THEIR FAMILIES. 1036711 615140 29640 SERVICES TO FAMILY 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 1559707 0 1526438 SERVICES PROVIDED PRIMARILY TO OLDER ADULTS IN THEIR HOME. SERVICES INCLUDE PHYSICAL THERAPY, NURSING, AND OCCUPATIONAL THERAPY. THESE SERVICES ALLOW CLIENTS TO CONTINUE LIVING INDEPENDENTLY, REDUCING THE POTENTIAL COST OF INSTITUTIONAL CARE. 1559707 0 1526438 15126434 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 0 1 0 0 0 0 1 46 0 570 1 0 0 0 0 0 1 1 0 0 0 0 X 68 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 Robert Immerman 1 X X 0 0 0 Robert Blattner 1 X X 0 0 0 John Wirtshafter 1 X X 0 0 0 Philip Cohen 1 X X 0 0 0 Ethan Cohen 1 X X 0 0 0 David Inglis 1 X X 0 0 0 Hinda Abramoff 0.3 X 0 0 0 Louise Abrams 0.3 X 0 0 0 Trish Adler 0.3 X 0 0 0 Linda Azoff 0.3 X 0 0 0 Michael Baron 0.3 X 0 0 0 Marilyn Bedol 0.3 X 0 0 0 Gary Bilchik 0.3 X 0 0 0 Janice Bilchik 0.3 X 0 0 0 Eileen Blattner 0.3 X 0 0 0 Cynthia Bruml 0.3 X 0 0 0 Mike Cole 0.3 X 0 0 0 Robert Deitz 0.3 X 0 0 0 Grant Dinner 0.3 X 0 0 0 Chicky Drost 0.3 X 0 0 0 Morton Epstein 0.3 X 0 0 0 Harold Friedman 0.3 X 0 0 0 Cynthia Fuerst 0.3 X 0 0 0 Robert Ginsberg 0.3 X 0 0 0 David Goldberg 0.3 X 0 0 0 Jennifer Goldberg 0.3 X 0 0 0 Sally Good 0.3 X 0 0 0 Sidney Good 0.3 X 0 0 0 Bruce Goodman 0.3 X 0 0 0 Herbert Goulder 0.3 X 0 0 0 Alvin Gray 0.3 X 0 0 0 Steven Greenberg 0.3 X 0 0 0 Michael Guggenheim 0.3 X 0 0 0 Jean Heflich 0.3 X 0 0 0 Donald Jacobson 0.3 X 0 0 0 William Joseph 0.3 X 0 0 0 Sue Ellen Kadis 0.3 X 0 0 0 David Kaufman 0.3 X 0 0 0 Nathan Klein 0.3 X 0 0 0 Dolores Kleinman 0.3 X 0 0 0 Andrew Kohn 0.3 X 0 0 0 Sue Ellen Korach 0.3 X 0 0 0 Marvin Lader 0.3 X 0 0 0 Sherelynn Lehman 0.3 X 0 0 0 Arthur Mayers 0.3 X 0 0 0 Chuck Mintz 0.3 X 0 0 0 Patricia Mintz 0.3 X 0 0 0 Karen Newborn 0.3 X 0 0 0 Elmer Paull 0.3 X 0 0 0 Shari Perlmuter 0.3 X 0 0 0 Michael Peterman 0.3 X 0 0 0 Kevin Robertson 0.3 X 0 0 0 Cary Root 0.3 X 0 0 0 Charles Rosenberg 0.3 X 0 0 0 Alan Schonberg 0.3 X 0 0 0 Robert Schwartz MD 0.3 X 0 0 0 Leo Silberman 0.3 X 0 0 0 James Spira 0.3 X 0 0 0 Myrna Spira 0.3 X 0 0 0 Eleanor Steigman 0.3 X 0 0 0 David Strauss 0.3 X 0 0 0 Will Sukenik 0.3 X 0 0 0 Judy Ulrich 0.3 X 0 0 0 Sally Wagner 0.3 X 0 0 0 Philip Wasserstrom 0.3 X 0 0 0 Michael Weiner 0.3 X 0 0 0 Sally Wertheim 0.3 X 0 0 0 William Wortzman 1 X X 0 0 0 Susan Bichsel 60 X 208000 0 31000 David Hlavac 60 X 151766 0 19982 Midori Fiocchi PhD 60 X 164224 0 25971 Timothy Williams 60 X 108456 0 25954 Debra Chickering 60 X 98250 0 12705 Robert Bologna 60 X 85606 0 35710 Thierry Riek 60 X 80165 0 40824 896467 0 192146 4 0 1 0 REHAB PROFESSIONALS LLC 3628 WALNUT HILLS RD SUITE 105 ORANGE VILLAGE OH 44122 PHYSICAL THERAPY SERVICES 184637 1 3208549 0 112261 0 633388 3175834 0 7130032 Ascentia 900099 11134486 11134486 0 0 In Home Services 900099 1526438 1526438 0 0 Services for Older Adults 900099 759153 759153 0 0 Services to Families 900099 29640 29640 0 0 0 0 0 0 13449717 31236 0 0 31236 0 0 0 0 0 0 0 0 0 0 0 26517 0 11846 0 14671 14671 0 0 14671 80385 112261 82875 -2490 0 -2490 Workers Compensation Refund 900099 208556 0 0 208556 Miscellaneous Income 900099 9810 0 0 9810 0 0 0 0 218366 20841532 13449717 0 261783 0 0 1114065 1114065 0 0 0 0 405748 0 405748 0 0 0 0 0 10764019 9215957 1334960 213102 193303 160791 27242 5270 1083032 1000993 54821 27218 1035693 908678 110470 16545 64619 8644 55975 0 39361 18469 20892 0 107634 28387 79247 0 0 0 0 0 0 0 0 0 0 0 488992 474030 14962 0 110657 98309 12348 761378 626345 134024 1009 68177 38594 25975 3608 0 0 0 0 310613 198213 102399 10001 274462 262381 10633 1448 0 0 0 0 0 0 0 0 46006 45913 93 0 0 0 0 0 214378 175019 38772 587 126242 115968 10274 0 Staff Recruitment & Development 82831 74054 5411 3366 Supplies 432376 420073 9768 2535 Bad Debt 94067 94067 0 0 Miscellaneous Expenses 81370 47484 33640 246 17899023 15126434 2487654 284935 1117420 1457434 0 0 1897673 2292815 1306866 1556036 0 0 0 0 0 0 0 0 75947 90583 5658032 3917318 1655070 1740714 0 2324523 3687785 1439884 1567158 0 2618640 3896760 12436023 16289285 1580873 1923247 0 0 0 138854 147276 0 1312447 1308260 0 4447706 3682104 7479880 7060887 X -2014954 -110943 3260472 4204199 3710625 5135142 4956143 9228398 12436023 16289285 X 2942509 1329746 X 0 1 1 X 0 X 6029936 5244218 5514223 5706956 7114796 29610129 0 0 0 0 0 0 0 0 0 0 0 0 6029936 5244218 5514223 5706956 7114796 29610129 29610129 52882 60679 44063 35747 31236 224607 22607 0 0 0 0 22607 0 1630 32603 1088 231112 266433 30123776 0.98295 0.98376 X 2007: Rental Income- $1,630; 2008: Miscellaneous Income-$32,603; 2009: Miscellaneous Income-$1,088; 2010: Miscellaneous Income-$231,112 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 3930680 1456727 759118 0 142109 0 6004416 2936626 802936 289001 0 97883 0 3930680 2680101 825328 -471157 0 97646 0 2936626 0.103 0.784 0.113 1 0 0 246576 246576 0 1722148 968264 753884 0 638857 439212 199645 0 3050451 2509842 540609 0 0 0 0 1740714 0 0 JFC Main Investment Fund 2311448 F JFC Money Fund 1257505 F JFC MAP Fund 106832 F Other Cash and Investments 11000 F Endowment Cash 1000 F 3687785 Student Loans 1567158 C 1567158 Assets held by the Jewish Federation of Cleveland 3749484 Custodial Assets 147276 3896760 0 Due to Jewish Community Care at Home 905358 Accrued Pension Liability 2693357 Swap Valuation 38730 Due to Independent Montefiore Shelter Home 44659 3682104 SchD_P04_S00_L02b Schedule D, Part IV, Line 2b Custodial Funds are maintained as part of the services provided for clients by the organization SchD_P05_S00_L04 Schedule D, Part V, Line 4 The earnings from Endowment Funds are intended to be used to provide services in the Ascentia, Older Adults, Families, and Student Financial Assistance Programs SchD_P10_S00_L02 Schedule D, Part X, Line 2 The Internaal Revenue Serivce has ruled that the Association qualifies under Section 501(c)(3) of the Internal Revenue Code and is, 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. The Assocaiation's income tax filings are subject to audit by various taxing authorities. The Association's open audit periods are 2008 through 2011. 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 recognized. It is the policy of the Association to include in operating expenses penalties and interest assessed by income taxing authorities. There are no penalties or interest from taxing authorities included in operating expenses for the year ended June 30, 2011. Signature Event 192646 112261 80385 0 0 0 32882 0 49993 0 0 192646 112261 80385 0 0 0 32882 0 49993 82875 -2490 1 Ascentia Program - Financial Assistance 12 7488 3037 FMV Clothing Older Adults Program - Financial Assistance 1171 488400 0 Families Program - Financial Assistance 92 49157 0 Families Program - Student Financial Aid 190 565983 0 SchI_P01_S00_L02 Schedule I, Part I, Line 2 Criteria for financial assistance is established and documented for each program. Compliance with the established criteria is the responsibility of the program director and his/her designee. X X X X 0 0 0 0 0 0 0 0 0 Susan Bichsel 193750 0 14250 0 0 0 5000 0 26000 0 239000 0 5000 0 David Hlavac 146016 0 5750 0 0 0 0 0 19982 0 171748 0 0 0 Midori Fiocchi PhD 164224 0 0 0 0 0 0 0 25971 0 190195 0 0 0 Will Sukenik Board Member 244583 Organization leases space at fair market value from company owned by board member 0 F990_P06_S0A_L02 Form 990, Part VI, Section A, Line 2 Gary Bilchick, Janice Bilchick-family relationship; Robert Blattner, Eileen Blattner-family relationship; David Goldberg, Jennifer Goldberg- family relationship; Sally Good,Sid Good - family relationship; Chuck Mintz, Patricia Mintz - family relationship; James Spira, Myrna Spira - family relationship F990_P06_S0B_L11b Form 990, Part VI, Section B, Line 11b A copy of Form 990 is reviewed by the Board Treasurer, CEO, and CFO before being filed. The Treasurer communicates his review to various board committees and the board. The Form 990 is available to all board members upon request. F990_P06_S0B_L12c 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 any 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. F990_P06_S0B_L15 Form 990, Part VI, Section B, Line 15 The Compensation Committee of the Board of Directors evaluates the performance of the organization's President and CEO and determines the compensation using market comparability information. Other officers and key employees compensation is determined by the results of performance evaluations, market comparability information, and the financial condition of the organization. F990_P06_S0C_L19 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. F990_P11_S00_L05 Form 990, Part XI, Line 5 Unrealized gains and losses for investments carried at market value and adjustments of earlier years' activity Jewish Community Care at Home 3659 South Green Road Beachwood OH 44122 341861745 In Home Services OH 501(c)(3) 9 N/A 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) 9 N/A 0 0 0 0 1 0 0 0 0 0 1 0 1 1 1 1 1 1