2011-05-13T10:55:00-07:00 2010-06-30 990 2009-07-01 340714441 JEWISH FAMILY SERVICE ASSOCIATION OF CLEVELAND JEWI 2165042600 3659 SOUTH GREEN ROAD SUITE 322 BEACHWOOD OH 44122 Susan Bichsel 2165042600 2011-05-13 2009 2016-02-24 21:20:13Z SUSAN BICHSEL 3659 SOUTH GREEN ROAD SUITE 322 BEACHWOOD OH 44122 18870843 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 TO INDIVIDUALS WITH INTELLECTUAL DISABILITIES, SENIORS, STUDENTS, AND FAMILIES IN CRISIS. 69 69 559 170 0 0 5514223 5706956 11715250 13126633 44063 36166 60281 1088 17333817 18870843 916067 1039457 0 12366982 13047325 0 0 274281 3197934 3191811 16480983 17278593 852834 1592250 10162092 12436023 6320045 7479880 3842047 4956143 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 10041472 6306 10806391 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. 1934409 378061 750267 SERVICES FOR SENIORS INCLUDING HOMEBOUND AGING REFUGEES AND HOLOCAUST SURVIVORS. A WIDE VARIETY OF SERVICES ALLOWED THESE SENIORS TO CONTINUE LIVING INDEPENDENTLY, REDUCING THE POTENTIAL COST OF INSTITUTIONAL CARE. IN ADDITION, SOCIALIZATION OPPORTUNITIES IMPROVED THE QUALITY OF LIFE FOR OUR CLIENTS AND THEIR FAMILIES. 938593 655090 7664 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. 1473067 1531300 SERVICES PROVIDED PRIMARILY TO SENIORS 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. 1473067 0 1531300 14387541 1 1 0 0 0 0 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 1 0 0 0 0 0 1 0 0 0 1 41 0 559 1 0 0 0 0 0 0 0 0 0 69 69 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 Hinda Abramoff 0.30 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 Robert Blattner 1 X X 0 0 0 Cynthia Bruml 0.3 X 0 0 0 Ethan Cohen 1 X X 0 0 0 Philip Cohen 1 X 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 AB Glickman 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 Robert Immerman 1 X X 0 0 0 David Inglis 1 X 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 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 Myrna Spira 0.3 X 0 0 0 James 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 Paul Tolchinsky 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 John Wirtshafter 1 X X 0 0 0 William Wortzman 1 X X 0 0 0 Susan Bichsel 60 X X 177968 0 27848 David Hlavac 60 X X 145696 0 18922 Timothy Williams 60 X 105209 0 13688 Midori Fiocchi PhD 60 X 163709 0 25316 592582 0 85774 4 0 1 0 REHAB PROFESSIONALS LLC 3628 WALNUT HILLS RD SUITE 105 ORANGE VILLAGE OH 44122 PHYSICAL THERAPY SERVICES 103948 1 2525334 0 0 0 571742 2609880 0 5706956 Ascentia 900099 10837402 10837402 0 0 In Home Services 900099 1531300 1531300 0 0 Services for Seniors 900099 750267 750267 0 0 Services to Families 900099 7664 7664 0 0 0 0 0 0 13126633 35747 0 0 35747 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 419 0 0 0 419 419 0 0 419 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Miscellaneous Income 900099 1088 1088 0 0 0 0 0 0 1088 18870843 13127721 0 36166 0 1039457 1039457 0 0 673356 673356 10096540 8862302 1044262 189976 195915 161845 30346 3724 1000180 914129 70960 15091 1081334 920775 141985 18574 68894 5515 63379 37282 15000 22282 125572 37977 87595 0 0 0 397416 343610 39556 14250 96855 74965 20103 1787 768630 632561 128963 7106 62243 24917 33348 3978 0 298382 171928 112234 14220 270048 259263 9927 858 58258 57703 555 224359 154949 68721 689 103109 92619 9235 1255 Staff Develoment & Recruitment 76774 67945 7311 1518 Supplies 483893 471642 11666 585 Bad Debt 36325 36325 0 0 83771 42114 40987 670 17278593 14387541 2616771 274281 829239 1117420 0 0 1702558 1897673 1492334 1306866 0 0 0 0 0 0 0 0 46494 75947 5372919 3717849 1544445 1655070 0 0 1341645 2324523 1278821 1439884 0 0 1926556 2618640 10162092 12436023 1506546 1580873 0 0 0 0 0 0 124604 138854 0 0 1323903 1312447 0 0 3364992 4447706 6320045 7479880 X -2176797 -2014954 3218088 3260472 2800756 3710625 3842047 4956143 10162092 12436023 X 0 1 1 X 0 X 1831304 6029936 5244218 5514223 5706956 24326637 0 0 0 0 0 0 0 0 0 0 0 0 1831304 6029936 5244218 5514223 5706956 24326637 24326637 150305 52882 60679 44063 35747 343676 0 22607 0 0 0 22607 0 0 1630 32603 1088 35321 24728241 60904351 0.98376 0.9778 X 2007: RENTAL INCOME - 1,630; 2008: MISCELLANEOUS INCOME - 32,603; 2009: MISCELLANEOUS INCOME - 1,088 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 2936626 802936 289001 0 97883 0 3930680 2680101 825328 -471157 0 97646 0 2936626 0.066 0.904 0.03 1 0 0 246576 246576 0 2221928 1276390 945538 0 62574 47145 15429 0 2841841 2394314 447527 0 0 0 0 1655070 JFC Main Investment Fund 1309981 F JFC Money Fund 814195 F JFC MAP Fund 96876 F Endowment Cash 92471 F Other Cash and Investments 11000 F 2324523 Student Loans 1439884 C 1439884 Assets Held by Jewish Federation of Cleveland 2479786 Custodial Assets 138854 2618640 Due to Jewish Community Care at Home 1154242 Accrued Unfunded Pension Liability 3154849 Interest Rate Swap Valuation 39348 Due to Independent Montefiore Shelter Home 99267 4447706 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, MRDD, Older Adults, Families, and Student Financial Assistance Programs SchD_P10_S00_L00 Schedule D, Part X none 1 Ascentia Programs - Financial Assistance 8 2306 4000 FMV Clothing Older Adult Programs - Financial Assistance 958 378061 0 Families Programs - Financial Assistance 89 74673 0 Families Programs -- Student Financial Aid 202 580417 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 177968 0 0 0 0 0 5000 0 22848 0 205816 0 206393 0 David Hlavac 145696 0 0 0 0 0 0 0 18922 0 164618 0 165387 0 Midori Fiocchi PhD 163709 0 0 0 0 0 0 0 25316 0 189025 0 173121 0 Will Sukenik Board Member 238831 Organization leases space from company owned by board member at fair market value 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; Sid Good, Sally Good - family relationship; Chuck Mintz, Patricia Mintz - family relationship; James Spira, Myrna Spira - family relationship F990_P06_S0B_L11 Form 990, Part VI, Section B, Line 11 A COPY OF THE 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. 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 0 1 1 1 1 1 1 1