2026-05-12T17:12:08-07:00 2025-06-30 420714325 RSM US LLP 30 S Wacker Suite 3300 Chicago IL 60606 990 2024-07-01 340714441 JEWISH FAMILY SERVICE ASSOCIATION OF CLEVELAND OHIO JEWI 2165042600 29125 Chagrin Blvd Pepper Pike OH 44122 Susan Bichsel President and CEO 2165042600 2026-05-12 1 1 Ariel Garcia P02244437 3126344346 2026-05-12 2024 2025-03-06 01:10:19Z Susan Bichsel 29125 Chagrin Blvd Pepper Pike OH 44122 32384003 0 X WWW.JFSA-CLEVELAND.ORG X 1907 OH JFSA provides solutions to individuals and families to help build connections and empowers them to realize their potential 68 67 780 239 0 0 9176284 10294709 17768001 20611543 1076848 1394116 0 83635 28021133 32384003 2196315 2282244 0 0 19150389 20078742 0 0 318130 4186332 4413952 25533036 26774938 2488097 5609065 64537791 74533702 13907676 14694809 50630115 59838893 JFSA is dedicated to providing individuals and families with solutions to face life's challenges with confidence. 0 0 19785330 1966578 19025099 Achieving 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. 1922265 209987 460520 Older 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. 1361817 0 1098739 Caring 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. 1076597 105679 27185 Strengthening 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. 1076597 105679 27185 24146009 1 1 0 0 0 0 0 0 1 1 1 1 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 0 0 0 0 0 1 1 1 1 0 0 1 101 0 1 780 1 0 0 0 0 0 0 0 0 0 0 0 0 X 68 67 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X Barbara Cameron VP and CFO 2165042600 29125 Chagrin Blvd Pepper Pike OH 44122 X Susan Bichsel President and Chief Executive Officer 40 25 X X 366964 0 5137 Barbara Cameron Vice President and CFO 40 20 X 215163 0 22599 Russ Klein Chief Strategy Officer 40 20 X 205331 0 3510 Deana Couture Pychiatrist 30 10 X 121035 0 20938 Mark Hogan Vice President and Chief Information Officer 25 20 X 118835 0 21101 Debra Chickering Business Associate 27 3 X 136762 0 2166 William Bode Director of Finance-Controller 40 20 X 122838 0 2066 Patty Rubin Chair 3 3 X X 0 0 0 Michael Klein Vice Chair 1 1 X X 0 0 0 Idelle Wolf Vice Chair 1 1 X X 0 0 0 Michael Guggenheim Treasurer 1 1 X X 0 0 0 Adam Wieder Assistant Treasurer 1 1 X X 0 0 0 Moish Tohn Secretary 1 1 X X 0 0 0 Zachary Abrams Director 0.25 1.25 X 0 0 0 Trish Adler Director 0.25 1.25 X 0 0 0 Marilyn Bedol Director 0.25 1.25 X 0 0 0 Gary Bilchik Director 0.25 1.25 X 0 0 0 Eileen Blattner Director 0.25 1.25 X 0 0 0 Robert Blattner Director 0.25 1.25 X 0 0 0 Cynthia Bruml Director 0.25 1.25 X 0 0 0 Ethan Cohen Director 0.25 1.25 X 0 0 0 Philip Cohen Director 0.25 1.25 X 0 0 0 Bonnie Cole Director 0.25 1.25 X 0 0 0 Mike Cole Director 0.25 1.25 X 0 0 0 Shoshana Dessler-Jacobs Director 0.25 1.25 X 0 0 0 David Goldberg Director 0.25 1.25 X 0 0 0 Timothy Goldberg Director 0.25 1.25 X 0 0 0 Sandra Goldman Director 0.25 1.25 X 0 0 0 Allan Goldner Director 0.25 1.25 X 0 0 0 Sally Good Director 0.25 1.25 X 0 0 0 Sidney Good Director 0.25 1.25 X 0 0 0 Herbert Goulder Director 0.25 1.25 X 0 0 0 Richard Halle Director 0.25 1.25 X 0 0 0 Kent Hayes Director 0.25 1.25 X 0 0 0 Michelle Hirsch Director 0.25 1.25 X 0 0 0 Robert Immerman Director 0.25 1.25 X 0 0 0 Suellen Kadis Director 0.25 1.25 X 0 0 0 Dolores Kleinman Director 0.25 1.25 X 0 0 0 Andrew Kohn Director 0.25 1.25 X 0 0 0 Harvey Kotler Director 0.25 1.25 X 0 0 0 Marvin Lader Director 0.25 1.25 X 0 0 0 Mitch Lapin Director 0.25 1.25 X 0 0 0 Susan Meisel Director 0.25 1.25 X 0 0 0 Joshua Miller Director 0.25 1.25 X 0 0 0 Roy Minoff Director 0.25 1.25 X 0 0 0 Charles Mintz Director 0.25 1.25 X 0 0 0 Patricia Mintz Director 0.25 1.25 X 0 0 0 Karen Newborn Director 0.25 1.25 X 0 0 0 Dianne Newman Director 0.25 1.25 X 0 0 0 Wendi Pavlofsky Director 0.25 1.25 X 0 0 0 Allan Pearl Director 0.25 1.25 X 0 0 0 Shari Perlmuter Director 0.25 1.25 X 0 0 0 Michael Peterman Director 0.25 1.25 X 0 0 0 Taryn Ponsky Director 0.25 1.25 X 0 0 0 Kevin Robertson Director 0.25 1.25 X 0 0 0 Charles Rosenberg Director 0.25 1.25 X 0 0 0 David Rosenberg Director 0.25 1.25 X 0 0 0 Larry Rothstein Director 0.25 1.25 X 0 0 0 Michele Rothstein Director 0.25 1.25 X 0 0 0 Eric Shapiro Director 0.25 1.25 X 0 0 0 James Spira Director 0.25 1.25 X 0 0 0 Myrna Spira Director until 4-23-2025 0.25 1.25 X 0 0 0 Erica Starrfield Director 0.25 1.25 X 0 0 0 Eleanor Steigman Director until 10-14-2024 0.25 1.25 X 0 0 0 Evan Stein Director 0.25 1.25 X 0 0 0 Terri Steindler Director 0.25 1.25 X 0 0 0 David Strauss Director 0.25 1.25 X 0 0 0 Will Sukenik Director 0.25 1.25 X 0 0 0 Philip Wasserstrom Director until 03-28-2025 0.25 1.25 X 0 0 0 Sally Werthheim Director 0.25 1.25 X 0 0 0 Judy Willensky Director 0.25 1.25 X 0 0 0 John Wirtshafter Director 0.25 1.25 X 0 0 0 Jonathan Wise Director 0.25 1.25 X 0 0 0 Renny Wolfson Immediate Past Chair 0.25 1.25 X 0 0 0 William Wortzman Director 0.25 1.25 X 0 0 0 Richard Zelin Director 0.25 1.25 X 0 0 0 Dan Zelman Director 0.25 1.25 X 0 0 0 1286928 0 77517 11 0 1 0 1 3672896 0 0 0 1030629 5591184 0 10294709 Achieving Potential 900099 19025099 19025099 0 0 Older Adults 900099 460520 460520 0 0 Caring at Home 900099 1098739 1098739 0 0 Strengthening Families 900099 27185 27185 0 0 0 0 0 0 20611543 1394116 0 0 1394116 0 0 0 0 0 0 0 0 0 0 0 0 0 83635 0 0 83635 83635 32384003 20611543 0 1477751 0 0 2282244 2282244 0 0 409463 409463 0 16501860 15645483 707636 148741 303761 228054 72714 2993 1587554 1508998 68576 9980 1276104 1208961 56160 10983 102112 105564 -3452 44865 44865 169085 169085 459272 302593 78048 78631 54104 24344 28875 885 753598 620621 119085 13892 424402 239263 153695 31444 228400 206681 20189 1530 343386 323107 20277 2 528437 380251 137764 10422 438063 348517 82693 6853 Staff Recruitment and Development 140974 118404 21057 1513 Food and Supplies 486461 476092 10302 67 Bad Debt 31262 31262 0 0 Activities 83044 0 83044 0 126487 95570 30723 194 26774938 24146009 2310799 318130 14477694 15592156 1669477 1891964 1464181 1694103 139754 310972 13814506 3988821 9728062 9825685 27194529 34767724 1659432 1378866 8204662 9072232 64537791 74533702 3162208 4256732 180270 237858 10565198 10200219 13907676 14694809 X 33004160 39696272 17625955 20142621 50630115 59838893 64537791 74533702 X 5609065 3061302 0 0 0 538411 X 0 1 X 1 0 X 5462126 8936259 10367283 9176284 10294709 44236661 0 0 0 0 0 0 0 0 0 0 5462126 8936259 10367283 9176284 10294709 44236661 3779870 40456791 138017 173393 349298 1076848 1394116 3131672 0 0 0 0 0 0 16145 0 0 0 83635 99780 47468113 92699253 0.85229 0.94445 X Schedule A, Part II, Line 10 Miscellaneous income RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 29921845 3782115 3341957 0 399317 0 36646600 25018402 1772400 3481413 0 350370 0 29921845 20546031 2183154 2786775 0 497558 0 25018402 17771676 6102371 -3103199 0 224817 0 20546031 13541040 1360152 3395506 0 525022 0 17771676 0.62 0.25 0.13 1 0 0 1310801 1310801 0 3113662 497748 2615914 0 6259962 1201641 5058321 0 3130081 2289432 840649 0 0 0 0 9825685 Main Fund 14407096 F MARKETABLE SECURITIES 7010638 F MONEY FUND 8229256 F OTHER INVESTMENTS 22847 F MONEY MARKET FUND 5097887 F 34767724 Custodial Assets 237858 Lease right of use assets 62507 Computer software, net 58955 Assets held by Jewish Community Federation 8712912 9072232 0 Accrued Pension Costs 742302 Accrued leased liabilities 12730 Other Liabilities 195937 Due to Jewish Community Care at Home 5979332 Due to Independent Montefiore Shelter Home 504037 Due to Planned Lifetime Assistance Network 1241958 Due to Jewish Family Service Association of Akron Ohio 1390017 Due to Cleveland Chesed Center 133906 10200219 X Schedule D, Part IV, Line 2b Custodial funds are maintained by the organization as part of the services provided for clients. Schedule D, Part V, Line 4 The 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 2 Income 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. 1 Achieving potential Program-Financial Assistance 26 24847 1618 FMV Clothing Achieving Potential Program - College Financial Aid 356 1940113 0 Older Adults Program - Financial Assistance 739 209987 0 Strengthening Families Program - Financial Assistance 90 105679 0 Schedule I, Part I, Line 2 Criteria 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. X X 0 0 0 0 0 0 0 1 0 Susan Bichsel President and Chief Executive Officer 305647 0 37885 0 23432 0 4633 0 504 0 372101 0 0 0 Barbara Cameron Vice President and CFO 209993 0 4843 0 327 0 1645 0 20954 0 237762 0 0 0 Russ Klein Chief Strategy Officer 200521 0 4493 0 317 0 3006 0 504 0 208841 0 0 0 Schedule J, Part I, Line 7 Bonus payments are discretionary. The President and CEO's bonus is determined by the board and the other employees are determined by management. Form 990, Part VI, Section A, Line 2 Eileen 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 11b A 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 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 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 15 The 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 19 The 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 1a Columns (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 9 Pension Liability Adjustment and allocation of net assets from Planned Lifetime Assistance Network. Mesila Cleveland LLC 29125 Chagrin Blvd Pepper Pike OH 44122 273780493 Provides financial counseling OH 0 0 Jewish Family Service Association of Clelveland Ohio Jewish Community Care at Home 29125 Chagrin Blvd Pepper Pike OH 44122 341861745 Provides in home services OH 501(c)(3) 12b Jewish Family Service Association of Cleveland Ohio 1 Independent Montefiore Shelter Home 29125 Chagrin Blvd Pepper Pike OH 44122 340845389 Provide emergency and temporary housing with on-site client services to Jewish homeless OH 501(c)(3) 7 Jewish Family Service Association of Cleveland Ohio 1 Planned Lifetime Assistance Network of Northeast Ohio 29125 Chagrin Blvd Pepper Pike OH 44122 341621291 Help those challenged by chronic mental illness progress in their recovery OH 501(c)(3) 10 Jewish Family Service Association of Cleveland Ohio 1 Jewish Family Service of Akron Ohio 750 White Pond Drive Akron OH 44320 340714444 Enhance the mental, emotional, and social well being of individuals and families OH 501(c)(3) 7 Jewish Family Service Association of Cleveland Ohio 1 Cleveland Chesed Center Inc 1898 South Taylor Rd Cleveland Heights OH 44118 611773183 Distribution of kosher food and household items to families in need OH 501(c)(3) 7 Jewish Family Service Association of Cleveland Ohio 1 JFSA Foundation 29125 Chagrin Blvd Pepper Pike OH 44122 994429963 Support Jewish Family Service Association of Cleveland Ohio OH 501(c)(3) 12a Jewish Family Service Association of Cleveland Ohio 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 1 1 1 1 Jewish Community Care at Home s 7353004 Cash Jewish Community Care at Home o 908098 Cash