2024-10-29T14:15:40-05:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 8390 EAST CRESCENT PARKWAY SUITE 300 GREENWOOD VILLAGE CO 80111 990 2023-01-01 344434205 JEWISH SENIOR SERVICES OF TOLEDO INC JEWI 4198852561 6465 SYLVANIA AVE SYLVANIA OH 43560 STEPHEN ROTHSCHILD CEO, JFGT 4198852561 2024-10-28 1 0 SARAH HINTZ P00492291 3037795710 2024-10-28 2023 2024-10-15 13:58:12Z X STEPHEN ROTHSCHILD 6465 SYLVANIA AVE SYLVANIA OH 43560 49608 0 X JEWISHTOLEDO.ORG X 1936 OH TO PROVIDE GRANTS THAT SUPPORT SENIOR PROGRAMS FOR THE JEWISH COMMUNITY OF GREATER TOLEDO. X 6 6 0 6 0 0 140605 46189 0 0 20 1810 459 1609 141084 49608 650000 2813597 0 0 0 0 0 0 0 19548 40687 669548 2854284 -528464 -2804676 2608433 0 0 0 2608433 0 PROVIDE FUNDING TO CHARITABLE ORGANIZATIONS FOR THE PURPOSE OF SENIOR PROGRAMMING IN THE GREATER TOLEDO JEWISH COMMUNITY. 0 0 2813597 2813597 0 JEWISH SENIOR SERVICES OF TOLEDO, INC. PROVIDED LIQUIDATING GRANTS TO THE JEWISH FEDERATION OF GREATER TOLEDO IN ORDER TO SUPPORT THEIR MISSION. 2813597 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 1 2 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 OH X X X STEPHEN ROTHSCHILD 4197240366 6465 SYLVANIA AVE SYLVANIA OH 43560 X KEN BROCHIN PRESIDENT & VICE PRESIDENT 1.00 1.00 X X 0 0 0 STEVEN NATHANSON IMMEDIATE PAST PRESIDENT 1.00 1.00 X X 0 0 0 GARY DELMAN TRUSTEE 1.00 1.00 X 0 0 0 ANDY GOLDING TRUSTEE 1.00 1.00 X 0 0 0 JIM PERLMAN TRUSTEE 1.00 0.00 X 0 0 0 LAURIE GROSS TRUSTEE 1.00 0.00 X 0 0 0 0 0 0 0 0 0 0 0 46189 46189 1810 1810 MISCELLANEOUS INCOME 624200 1609 1609 1609 49608 0 0 3419 2813597 2813597 761 761 37708 37708 2218 2218 2854284 2813597 40687 0 162734 0 0 0 0 0 0 0 0 0 0 0 1643559 0 0 0 802140 0 2608433 0 0 0 X 1806293 0 802140 0 2608433 0 2608433 0 X -2804676 196243 X X 0 1 X 1 0 X 42557 20977 42027 140605 46189 292355 42557 20977 42027 140605 46189 292355 191418 100937 20 1810 1830 66 23 528 459 1609 2685 296870 0.34000 0.34850 X PART II, SECTION B, LINE 10 MISCELLANEOUS RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1593559 115980 1709539 2831854 -588295 650000 1593559 3256614 275240 700000 2831854 1.00000 0.00000 0.00000 1 0 X 2217151 2167543 2167543 49608 0 49608 3609049 754765 754765 2854284 0 2854284 PART X, LINE 2: THE ORGANIZATION DETERMINED IT WAS NOT REQUIRED TO RECORD A LIABILITY RELATED TO UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: NET DEPRECIATION IN ASSETS HELD BY COMMUNITY FOUNDATION 115,980. CHANGE IN VALUE IN BENEFICIAL INTEREST IN PERPETUAL TRUST 80,263. JEWISH SENIOR SERVICES SUPPORTING ORG INCOME 1,971,300. PART XII, LINE 2D - OTHER ADJUSTMENTS: JEWISH SENIOR SERVICES SUPPORTING ORG EXPENSES 754,765. 1 JEWISH FEDERATION OF GREATER TOLEDO 6465 SYLVANIA AVE SYLVANIA OH 43560 344428259 501(C)(3) 2813597 0 N/A N/A GENERAL OPERATING SUPPORT 1 0 PART I, LINE 2: THE BOARD HAS A MEETING AND MAKES A RECOMMENDATION OF GRANTS TO AWARD BASED ON THE NEED WITHIN THE LOCAL JEWISH COMMUNITY. THE MOTION IS APPROVED AND SECONDED. THEN THE MINUTES ARE GENERATED FROM THE MEETING IN WHICH THE GRANTS WERE APPROVED. THE ELIGIBILITY REQUIREMENT IS THAT THE AGENCY MUST BE A NON-PROFIT. THIS PARTICULAR GRANT OF $2,813,597 WAS A GRANT UPON DISSOLUTION IN ACCORDANCE WITH THE TERMS OF THE PLAN AND AGREEMENT OF MERGER BETWEEN JEWISH SENIOR SERVICES OF TOLEDO, INC AND JEWISH FEDERATION OF GREATER TOLEDO AS ADOPTED AT A MEETING OF THE BOARD OF DIRECTORS ON DECEMBER 6, 2023. NET ASSETS 2023-12-31 2813597 BOOK VALUE 344428259 JEWISH FEDERATION OF GREATER TOLEDO 6465 SYLVANIA AVE SYLVANIA OH 43560 501(C)(3) 1 0 0 0 1 1 1 1 0 PART I, LINE 2E: EXPLANATION OF INVOLVEMENT: KEN BROCHIN, STEVE NATHANSON, AND LAURIE GROSS HAVE, IN THE PAST, AND CONTINUED THIS YEAR, TO SERVE AS TRUSTEES AND OR NON-PAID OFFICERS OF THE TRANSFEREE ORGANIZATION. SERVING ON THE TRANSFEREE BOARD WAS NOT A CONDITION UPON LIQUIDATION OF JEWISH SENIOR SERVICES OF TOLEDO, INC. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT CPA FIRM WITH INFORMATION PROVIDED BY MANAGMENT. UPON COMPLETION, THE FORM 990 WILL BE PROVIDED TO THE JEWISH SENIOR SERVICES OF TOLEDO, INC. (JSS) BOARD MEMBERS WHO SERVED THROUGH 12/31/2023 FOR REVIEW AND APPROVAL PRIOR TO FILING. JSS HAS MERGED INTO JEWISH FEDERATION OF GREATER TOLEDO ON 12/31/2023, SO THERE IS NO CURRENT JSS BOARD. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS ARE COVERED UNDER THE CONFLICT OF INTEREST POLICY. ANNUAL DISCLOSURE STATEMENTS ARE COMPLETED AND SENT TO THE PRESIDENT OF THE BOARD AS WELL AS KEPT ON HAND IN THE ADMINISTRATION OFFICE. ANY FAMILY OR BUSINESS RELATIONSHIPS ARE DISCLOSED ANNUALLY ON THE 990 PART VI, LINE 2. THE BOARD MAKES THE DETERMINATION AS TO WHETHER A POTENTIAL CONFLICT OF INTEREST EXISTS AND ANY BOARD MEMBERS INVOLVED IN THE POTENTIAL CONFLICT RECUSE THEMSELVES FROM ANY RELATED VOTES. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF PERPETUAL TRUST 80,263. DEPRECIATION IN ASSETS HELD BY COMMUNITY FOUNDATION 115,980. FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR JEWISH SENIOR SERVICES SUPPORTING ORGANIZATION 6465 SYLVANIA AVE SYLVANIA OH 43560 542067407 TO PROVIDE FINANCIAL SUPPORT TO JEWISH SENIOR PROGRAMMING OH 501(C)(3) LINE 12A, I JEWISH SENIOR SERVICES 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0