JEWISH FAMILY SERVICE ASSOCIATION OF CLEVELAND OHIO: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
JEWISH FAMILY SERVICE ASSOCIATION OF CLEVELAND OHIO (EIN 34-0714441)
Tax period
2024-07-01 to 2025-06-30
Filed
2026-05-12
IRS object ID
202601339349301835
Schema version
2024v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-05-12T17:12:08-07:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN420714325PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RSM US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line130 S Wacker Suite 3300AddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN340714441EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JEWISH FAMILY SERVICE ASSOCIATION OF CLEVELAND OHIOBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJEWIBusinessNameControlTxt
Phone2165042600PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line129125 Chagrin BlvdAddressLine1Txt
CityPepper PikeCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44122ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSusan BichselPersonNm
Person TitlePresident and CEOPersonTitleTxt
Phone2165042600PhoneNum
Signature2026-05-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAriel GarciaPreparerPersonNm
PTINP02244437PTIN
Phone3126344346PhoneNum
Preparation2026-05-12PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerSusan BichselPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line129125 Chagrin BlvdAddressLine1Txt
CityPepper PikeCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44122ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$32,384,003GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.JFSA-CLEVELAND.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1907FormationYr
Legal Domicile StateOHLegalDomicileStateCd
Activity Or MissionJFSA provides solutions to individuals and families to help build connections and empowers them to realize their potentialActivityOrMissionDesc
Voting Members Governing Body68VotingMembersGoverningBodyCnt
Voting Members Independent67VotingMembersIndependentCnt
Total Employee780TotalEmployeeCnt
Total Volunteers239TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$9,176,284PYContributionsGrantsAmt
CY Contributions Grants$10,294,709CYContributionsGrantsAmt
PY Program Service Revenue$17,768,001PYProgramServiceRevenueAmt
CY Program Service Revenue$20,611,543CYProgramServiceRevenueAmt
PY Investment Income$1,076,848PYInvestmentIncomeAmt
CY Investment Income$1,394,116CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$83,635CYOtherRevenueAmt
PY Total Revenue$28,021,133PYTotalRevenueAmt
CY Total Revenue$32,384,003CYTotalRevenueAmt
PY Grants And Similar Paid$2,196,315PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$2,282,244CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$19,150,389PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$20,078,742CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$318,130CYTotalFundraisingExpenseAmt
PY Other Expenses$4,186,332PYOtherExpensesAmt
CY Other Expenses$4,413,952CYOtherExpensesAmt
PY Total Expenses$25,533,036PYTotalExpensesAmt
CY Total Expenses$26,774,938CYTotalExpensesAmt
PY Revenues Less Expenses$2,488,097PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$5,609,065CYRevenuesLessExpensesAmt
Total Assets BOY$64,537,791TotalAssetsBOYAmt
Total Assets EOY$74,533,702TotalAssetsEOYAmt
Total Liabilities BOY$13,907,676TotalLiabilitiesBOYAmt
Total Liabilities EOY$14,694,809TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$50,630,115NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$59,838,893NetAssetsOrFundBalancesEOYAmt
MissionJFSA is dedicated to providing individuals and families with solutions to face life's challenges with confidence.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$19,785,330ExpenseAmt
Grant$1,966,578GrantAmt
Revenue$19,025,099RevenueAmt
DescAchieving Potential: empowers individuals with mental illness and developmental disabilities to achieve greater independence and inclusivity. Also empowers youth and strengthens the roles young adults play in the community.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$1,922,265ExpenseAmt
Grant$209,987GrantAmt
Revenue$460,520RevenueAmt
DescOlder Adults: 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.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$1,361,817ExpenseAmt
Grant$0GrantAmt
Revenue$1,098,739RevenueAmt
DescCaring at Home: 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.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$1,076,597ExpenseAmt
Grant$105,679GrantAmt
Revenue$27,185RevenueAmt
DescStrengthening Families: 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.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$1,076,597TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$105,679TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$27,185TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$24,146,009TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit CounselingYes (1)CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded EntityYes (1)DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document101IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee780EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members68GoverningBodyVotingMembersCnt
Independent Voting Member67IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonBarbara Cameron VP and CFOPersonNm
Phone2165042600PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line129125 Chagrin BlvdAddressLine1Txt
CityPepper PikeCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44122ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (77 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
Susan Bichsel
President and Chief Executive Officer4025Yes (X)Yes (X)$366,964$0$5,137
Barbara Cameron
Vice President and CFO4020Yes (X)$215,163$0$22,599
Russ Klein
Chief Strategy Officer4020$205,331$0$3,510Yes (X)
Deana Couture
Pychiatrist3010$121,035$0$20,938Yes (X)
Mark Hogan
Vice President and Chief Information Officer2520$118,835$0$21,101Yes (X)
Debra Chickering
Business Associate273$136,762$0$2,166Yes (X)
William Bode
Director of Finance-Controller4020$122,838$0$2,066Yes (X)
Patty Rubin
Chair33Yes (X)Yes (X)$0$0$0
Michael Klein
Vice Chair11Yes (X)Yes (X)$0$0$0
Idelle Wolf
Vice Chair11Yes (X)Yes (X)$0$0$0
Michael Guggenheim
Treasurer11Yes (X)Yes (X)$0$0$0
Adam Wieder
Assistant Treasurer11Yes (X)Yes (X)$0$0$0
Moish Tohn
Secretary11Yes (X)Yes (X)$0$0$0
Zachary Abrams
Director0.251.25Yes (X)$0$0$0
Trish Adler
Director0.251.25Yes (X)$0$0$0
Marilyn Bedol
Director0.251.25Yes (X)$0$0$0
Gary Bilchik
Director0.251.25Yes (X)$0$0$0
Eileen Blattner
Director0.251.25Yes (X)$0$0$0
Robert Blattner
Director0.251.25Yes (X)$0$0$0
Cynthia Bruml
Director0.251.25Yes (X)$0$0$0
Ethan Cohen
Director0.251.25Yes (X)$0$0$0
Philip Cohen
Director0.251.25Yes (X)$0$0$0
Bonnie Cole
Director0.251.25Yes (X)$0$0$0
Mike Cole
Director0.251.25Yes (X)$0$0$0
Shoshana Dessler-Jacobs
Director0.251.25Yes (X)$0$0$0
David Goldberg
Director0.251.25Yes (X)$0$0$0
Timothy Goldberg
Director0.251.25Yes (X)$0$0$0
Sandra Goldman
Director0.251.25Yes (X)$0$0$0
Allan Goldner
Director0.251.25Yes (X)$0$0$0
Sally Good
Director0.251.25Yes (X)$0$0$0
Sidney Good
Director0.251.25Yes (X)$0$0$0
Herbert Goulder
Director0.251.25Yes (X)$0$0$0
Richard Halle
Director0.251.25Yes (X)$0$0$0
Kent Hayes
Director0.251.25Yes (X)$0$0$0
Michelle Hirsch
Director0.251.25Yes (X)$0$0$0
Robert Immerman
Director0.251.25Yes (X)$0$0$0
Suellen Kadis
Director0.251.25Yes (X)$0$0$0
Dolores Kleinman
Director0.251.25Yes (X)$0$0$0
Andrew Kohn
Director0.251.25Yes (X)$0$0$0
Harvey Kotler
Director0.251.25Yes (X)$0$0$0
Marvin Lader
Director0.251.25Yes (X)$0$0$0
Mitch Lapin
Director0.251.25Yes (X)$0$0$0
Susan Meisel
Director0.251.25Yes (X)$0$0$0
Joshua Miller
Director0.251.25Yes (X)$0$0$0
Roy Minoff
Director0.251.25Yes (X)$0$0$0
Charles Mintz
Director0.251.25Yes (X)$0$0$0
Patricia Mintz
Director0.251.25Yes (X)$0$0$0
Karen Newborn
Director0.251.25Yes (X)$0$0$0
Dianne Newman
Director0.251.25Yes (X)$0$0$0
Wendi Pavlofsky
Director0.251.25Yes (X)$0$0$0
Allan Pearl
Director0.251.25Yes (X)$0$0$0
Shari Perlmuter
Director0.251.25Yes (X)$0$0$0
Michael Peterman
Director0.251.25Yes (X)$0$0$0
Taryn Ponsky
Director0.251.25Yes (X)$0$0$0
Kevin Robertson
Director0.251.25Yes (X)$0$0$0
Charles Rosenberg
Director0.251.25Yes (X)$0$0$0
David Rosenberg
Director0.251.25Yes (X)$0$0$0
Larry Rothstein
Director0.251.25Yes (X)$0$0$0
Michele Rothstein
Director0.251.25Yes (X)$0$0$0
Eric Shapiro
Director0.251.25Yes (X)$0$0$0
James Spira
Director0.251.25Yes (X)$0$0$0
Myrna Spira
Director until 4-23-20250.251.25Yes (X)$0$0$0
Erica Starrfield
Director0.251.25Yes (X)$0$0$0
Eleanor Steigman
Director until 10-14-20240.251.25Yes (X)$0$0$0
Evan Stein
Director0.251.25Yes (X)$0$0$0
Terri Steindler
Director0.251.25Yes (X)$0$0$0
David Strauss
Director0.251.25Yes (X)$0$0$0
Will Sukenik
Director0.251.25Yes (X)$0$0$0
Philip Wasserstrom
Director until 03-28-20250.251.25Yes (X)$0$0$0
Sally Werthheim
Director0.251.25Yes (X)$0$0$0
Judy Willensky
Director0.251.25Yes (X)$0$0$0
John Wirtshafter
Director0.251.25Yes (X)$0$0$0
Jonathan Wise
Director0.251.25Yes (X)$0$0$0
Renny Wolfson
Immediate Past Chair0.251.25Yes (X)$0$0$0
William Wortzman
Director0.251.25Yes (X)$0$0$0
Richard Zelin
Director0.251.25Yes (X)$0$0$0
Dan Zelman
Director0.251.25Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,286,928TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$77,517TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K11IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
Federated Campaigns$3,672,896FederatedCampaignsAmt
Membership Dues$0MembershipDuesAmt
Fundraising$0FundraisingAmt
Related Organizations$0RelatedOrganizationsAmt
Government Grants$1,030,629GovernmentGrantsAmt
All Other Contributions$5,591,184AllOtherContributionsAmt
Noncash Contributions$0NoncashContributionsAmt
Total Contributions$10,294,709TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
Achieving Potential900099$19,025,099$19,025,099$0$0
Older Adults900099$460,520$460,520$0$0
Caring at Home900099$1,098,739$1,098,739$0$0
Strengthening Families900099$27,185$27,185$0$0

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$20,611,543TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,394,116TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,394,116ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$0RealAmt
Personal$0PersonalAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt
Other$0OtherAmt
FieldValueIRS element (for citing)
Contri Rpt Fundraising Event$0ContriRptFundraisingEventAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$83,635TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$83,635ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$83,635OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$32,384,003TotalRevenueColumnAmt
Related Or Exempt Func Income$20,611,543RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,477,751ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$2,282,244TotalAmt
Program Services$2,282,244ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$409,463TotalAmt
Management And General$409,463ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$16,501,860TotalAmt
Program Services$15,645,483ProgramServicesAmt
Management And General$707,636ManagementAndGeneralAmt
Fundraising$148,741FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$303,761TotalAmt
Program Services$228,054ProgramServicesAmt
Management And General$72,714ManagementAndGeneralAmt
Fundraising$2,993FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$1,587,554TotalAmt
Program Services$1,508,998ProgramServicesAmt
Management And General$68,576ManagementAndGeneralAmt
Fundraising$9,980FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$1,276,104TotalAmt
Program Services$1,208,961ProgramServicesAmt
Management And General$56,160ManagementAndGeneralAmt
Fundraising$10,983FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$102,112TotalAmt
Program Services$105,564ProgramServicesAmt
Management And General-$3,452ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$44,865TotalAmt
Management And General$44,865ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$169,085TotalAmt
Management And General$169,085ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$459,272TotalAmt
Program Services$302,593ProgramServicesAmt
Management And General$78,048ManagementAndGeneralAmt
Fundraising$78,631FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$54,104TotalAmt
Program Services$24,344ProgramServicesAmt
Management And General$28,875ManagementAndGeneralAmt
Fundraising$885FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$753,598TotalAmt
Program Services$620,621ProgramServicesAmt
Management And General$119,085ManagementAndGeneralAmt
Fundraising$13,892FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$424,402TotalAmt
Program Services$239,263ProgramServicesAmt
Management And General$153,695ManagementAndGeneralAmt
Fundraising$31,444FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$228,400TotalAmt
Program Services$206,681ProgramServicesAmt
Management And General$20,189ManagementAndGeneralAmt
Fundraising$1,530FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$343,386TotalAmt
Program Services$323,107ProgramServicesAmt
Management And General$20,277ManagementAndGeneralAmt
Fundraising$2FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$528,437TotalAmt
Program Services$380,251ProgramServicesAmt
Management And General$137,764ManagementAndGeneralAmt
Fundraising$10,422FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$438,063TotalAmt
Program Services$348,517ProgramServicesAmt
Management And General$82,693ManagementAndGeneralAmt
Fundraising$6,853FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Staff Recruitment and Development$140,974$118,404$21,057$1,513
Food and Supplies$486,461$476,092$10,302$67
Bad Debt$31,262$31,262$0$0
Activities$83,044$0$83,044$0

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$126,487TotalAmt
Program Services$95,570ProgramServicesAmt
Management And General$30,723ManagementAndGeneralAmt
Fundraising$194FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$26,774,938TotalAmt
Program Services$24,146,009ProgramServicesAmt
Management And General$2,310,799ManagementAndGeneralAmt
Fundraising$318,130FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$14,477,694BOYAmt
EOY$15,592,156EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,669,477BOYAmt
EOY$1,891,964EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,464,181BOYAmt
EOY$1,694,103EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$139,754BOYAmt
EOY$310,972EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$13,814,506LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$3,988,821LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$9,728,062BOYAmt
EOY$9,825,685EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$27,194,529BOYAmt
EOY$34,767,724EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$1,659,432BOYAmt
EOY$1,378,866EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$8,204,662BOYAmt
EOY$9,072,232EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$64,537,791BOYAmt
EOY$74,533,702EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$3,162,208BOYAmt
EOY$4,256,732EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$180,270BOYAmt
EOY$237,858EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$10,565,198BOYAmt
EOY$10,200,219EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$13,907,676BOYAmt
EOY$14,694,809EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$33,004,160BOYAmt
EOY$39,696,272EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$17,625,955BOYAmt
EOY$20,142,621EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$50,630,115BOYAmt
EOY$59,838,893EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$64,537,791BOYAmt
EOY$74,533,702EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$5,609,065ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$3,061,302NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts$0DonatedServicesAndUseFcltsAmt
Investment Expense$0InvestmentExpenseAmt
Prior Period Adjustments$0PriorPeriodAdjustmentsAmt
Other Changes In Net Assets$538,411OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,462,126CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$8,936,259CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$10,367,283CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$9,176,284CurrentTaxYearMinus1YearAmt
Current Tax Year$10,294,709CurrentTaxYearAmt
Total$44,236,661TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,462,126CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$8,936,259CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$10,367,283CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$9,176,284CurrentTaxYearMinus1YearAmt
Current Tax Year$10,294,709CurrentTaxYearAmt
Total$44,236,661TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$3,779,870SubstantialContributorsTotAmt
Public Support Total170$40,456,791PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$138,017CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$173,393CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$349,298CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,076,848CurrentTaxYearMinus1YearAmt
Current Tax Year$1,394,116CurrentTaxYearAmt
Total$3,131,672TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$16,145CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$83,635CurrentTaxYearAmt
Total$99,780TotalAmt
FieldValueIRS element (for citing)
Total Support$47,468,113TotalSupportAmt
Gross Receipts Rltd Activities$92,699,253GrossReceiptsRltdActivitiesAmt
Public Support CY1700.85229PublicSupportCY170Pct
Public Support PY1700.94445PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule A, Part II, Line 10FormAndLineReferenceDesc
ExplanationMiscellaneous incomeExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Agent Trustee Etc0AgentTrusteeEtcInd
Incl Escrow Custodial Acct LiabYes (1)InclEscrowCustodialAcctLiabInd
Explanation ProvidedYes (X)ExplanationProvidedInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$29,921,845BeginningYearBalanceAmt
Contributions$3,782,115ContributionsAmt
Investment Earnings Or Losses$3,341,957InvestmentEarningsOrLossesAmt
Grants Or Scholarships$0GrantsOrScholarshipsAmt
Other Expenditures$399,317OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$36,646,600EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$25,018,402BeginningYearBalanceAmt
Contributions$1,772,400ContributionsAmt
Investment Earnings Or Losses$3,481,413InvestmentEarningsOrLossesAmt
Grants Or Scholarships$0GrantsOrScholarshipsAmt
Other Expenditures$350,370OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$29,921,845EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$20,546,031BeginningYearBalanceAmt
Contributions$2,183,154ContributionsAmt
Investment Earnings Or Losses$2,786,775InvestmentEarningsOrLossesAmt
Grants Or Scholarships$0GrantsOrScholarshipsAmt
Other Expenditures$497,558OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$25,018,402EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$17,771,676BeginningYearBalanceAmt
Contributions$6,102,371ContributionsAmt
Investment Earnings Or Losses-$3,103,199InvestmentEarningsOrLossesAmt
Grants Or Scholarships$0GrantsOrScholarshipsAmt
Other Expenditures$224,817OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$20,546,031EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$13,541,040BeginningYearBalanceAmt
Contributions$1,360,152ContributionsAmt
Investment Earnings Or Losses$3,395,506InvestmentEarningsOrLossesAmt
Grants Or Scholarships$0GrantsOrScholarshipsAmt
Other Expenditures$525,022OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$17,771,676EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.62BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.25PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.13TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (1)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$1,310,801OtherCostOrOtherBasisAmt
Book Value$1,310,801BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$3,113,662OtherCostOrOtherBasisAmt
Depreciation$497,748DepreciationAmt
Book Value$2,615,914BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$6,259,962OtherCostOrOtherBasisAmt
Depreciation$1,201,641DepreciationAmt
Book Value$5,058,321BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$3,130,081OtherCostOrOtherBasisAmt
Depreciation$2,289,432DepreciationAmt
Book Value$840,649BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$0OtherCostOrOtherBasisAmt
Depreciation$0DepreciationAmt
Book Value$0BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$9,825,685TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (5 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
Main Fund$14,407,096F
MARKETABLE SECURITIES$7,010,638F
MONEY FUND$8,229,256F
OTHER INVESTMENTS$22,847F
MONEY MARKET FUND$5,097,887F
FieldValueIRS element (for citing)
Total Book Value Securities$34,767,724TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (4 entries)

DescDescBook ValueBookValueAmt
Custodial Assets$237,858
Lease right of use assets$62,507
Computer software, net$58,955
Assets held by Jewish Community Federation$8,712,912
FieldValueIRS element (for citing)
Total Book Value Other Assets$9,072,232TotalBookValueOtherAssetsAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (8 entries)

DescDescAmtAmt
Accrued Pension Costs$742,302
Accrued leased liabilities$12,730
Other Liabilities$195,937
Due to Jewish Community Care at Home$5,979,332
Due to Independent Montefiore Shelter Home$504,037
Due to Planned Lifetime Assistance Network$1,241,958
Due to Jewish Family Service Association of Akron Ohio$1,390,017
Due to Cleveland Chesed Center$133,906
FieldValueIRS element (for citing)
Total Liability$10,200,219TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part IV, Line 2bCustodial funds are maintained by the organization as part of the services provided for clients.
Schedule D, Part V, Line 4The earnings from the endowment funds are intended to be used to provide services to Achieving Potential, Caring at Home, Strengthening Families, and Empowering Youth programs.
Schedule D, Part X, Line 2Income tax status: The Internal Revenue Service has ruled that JFSA, CAH, HSH, PLN, AKR, CCC and the Foundation qualify under Section 501(c)(3) of the Internal Revenue Code and are, therefore, not subject to tax on activities related to their exempt purposes 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 and treated as a disregarded entity for federal tax purposes. 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. There are no material penalties or interest from taxing authorities included in operating expense for the years ended June 30, 2025 and 2024.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDesc
Achieving potential Program-Financial Assistance26$24,847$1,618FMVClothing
Achieving Potential Program - College Financial Aid356$1,940,113$0
Older Adults Program - Financial Assistance739$209,987$0
Strengthening Families Program - Financial Assistance90$105,679$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule I, Part I, Line 2FormAndLineReferenceDesc
ExplanationCriteria for financial assistance is established and documented for each program. Compliance with established criteria is the responsibility of the director and/or designee. Expenses are paid directly to the vendors on behalf of the clients and on occasion paid directly to some clients.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Compensation SurveyYes (X)CompensationSurveyInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Susan Bichsel
President and Chief Executive Officer$305,647$0$37,885$0$23,432$0$4,633$0$504$0$372,101$0$0$0
Barbara Cameron
Vice President and CFO$209,993$0$4,843$0$327$0$1,645$0$20,954$0$237,762$0$0$0
Russ Klein
Chief Strategy Officer$200,521$0$4,493$0$317$0$3,006$0$504$0$208,841$0$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule J, Part I, Line 7FormAndLineReferenceDesc
ExplanationBonus payments are discretionary. The President and CEO's bonus is determined by the board and the other employees are determined by management.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section A, Line 2Eileen Blattner, Robert Blattner - family relationship; Bonnie Cole, Mike Cole -family relationship; Sally Good, Sidney Good - family relationship; Patricia Mintz, Charles Mintz- family relationship; Myrna Spira, James Spira- family relationship.
Form 990, Part VI, Section B, Line 11bA 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 12cA 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 15The 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 19The 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 VII, Section A, Line 1aColumns (D) and (E): amounts are internally allocated to related organizations as listed on Schedule R based upon estimated hours in which those individuals worked for the related organizations. Compensation is paid by Jewish Family Service Association of Cleveland Ohio (34-0714441).
Form 990, Part XI, Line 9Pension Liability Adjustment and allocation of net assets from Planned Lifetime Assistance Network.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1Mesila Cleveland LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line129125 Chagrin BlvdAddressLine1Txt
CityPepper PikeCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44122ZIPCd
FieldValueIRS element (for citing)
EIN273780493EIN
Primary ActivitiesProvides financial counselingPrimaryActivitiesTxt
Legal Domicile StateOHLegalDomicileStateCd
Total Income$0TotalIncomeAmt
End Of Year Assets$0EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1Jewish Family Service Association of Clelveland OhioBusinessNameLine1Txt

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
Jewish Community Care at Home
29125 Chagrin BlvdPepper PikeOH44122341861745Provides in home servicesOH501(c)(3)12bJewish Family Service Association of Cleveland OhioYes (1)
Independent Montefiore Shelter Home
29125 Chagrin BlvdPepper PikeOH44122340845389Provide emergency and temporary housing with on-site client services to Jewish homelessOH501(c)(3)7Jewish Family Service Association of Cleveland OhioYes (1)
Planned Lifetime Assistance Network of Northeast Ohio
29125 Chagrin BlvdPepper PikeOH44122341621291Help those challenged by chronic mental illness progress in their recoveryOH501(c)(3)10Jewish Family Service Association of Cleveland OhioYes (1)
Jewish Family Service of Akron Ohio
750 White Pond DriveAkronOH44320340714444Enhance the mental, emotional, and social well being of individuals and familiesOH501(c)(3)7Jewish Family Service Association of Cleveland OhioYes (1)
Cleveland Chesed Center Inc
1898 South Taylor RdCleveland HeightsOH44118611773183Distribution of kosher food and household items to families in needOH501(c)(3)7Jewish Family Service Association of Cleveland OhioYes (1)
JFSA Foundation
29125 Chagrin BlvdPepper PikeOH44122994429963Support Jewish Family Service Association of Cleveland OhioOH501(c)(3)12aJewish Family Service Association of Cleveland OhioYes (1)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (1)PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (1)TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
Jewish Community Care at Home
s$7,353,004Cash
Jewish Community Care at Home
o$908,098Cash

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