Civic Intelligence

Stanley E and Sally Harris Wertheim

EIN 30-0884987 • 501(c)3 • Cleveland, OH

Profile

Further the charitable, educational and religious purposes of the jewish federation of cleveland ("federation")

25701 Science Park DriveCleveland, OH 44122-7302

none

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

7th percentile

-202%

Higher net margin than 7% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

13th percentile

-84%

Faster asset growth than 13% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

15th percentile

-60%

Faster revenue growth than 15% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$8,741

Down $46,607 (-84%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$8,741

Down $46,607 (-84%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin7th percentile

Revenue

Down

$17,277

Down $26,247 (-60%) from 2023

Expenses

Up

$52,213

Up $18,008 (+53%) from 2023

Net Income

Down

-$34,936

Down $44,255 (-475%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth13th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80K$60K$40K$20K$0Assets 2019: $45,121Liabilities 2019: $0Net Assets 2019: $45,1212019Assets 2020: $44,361Liabilities 2020: $0Net Assets 2020: $44,3612020Assets 2021: $60,650Liabilities 2021: $0Net Assets 2021: $60,6502021Assets 2022: $41,751Liabilities 2022: $0Net Assets 2022: $41,7512022Assets 2023: $55,348Liabilities 2023: $0Net Assets 2023: $55,3482023Assets 2024: $8,741Liabilities 2024: $0Net Assets 2024: $8,7412024

Highlighted filing

2024

Assets$8,741
Liabilities$0
Net Assets$8,741
Open 2024 Filing

Operations Trend

Revenue Growth15th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2019: $24,333Expenses 2019: $9,693Net Income 2019: $14,6402019Revenue 2020: $25,448Expenses 2020: $25,234Net Income 2020: $2142020Revenue 2021: $25,366Expenses 2021: $25,259Net Income 2021: $1072021Revenue 2022: $28,220Expenses 2022: $35,795Net Income 2022: -$7,5752022Revenue 2023: $43,524Expenses 2023: $34,205Net Income 2023: $9,3192023Revenue 2024: $17,277Expenses 2024: $52,213Net Income 2024: -$34,9362024

Highlighted filing

2024

Revenue$17,277
Expenses$52,213
Net Income-$34,936
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,741
Liabilities
$0
Net assets
$8,741
Revenue
$17,277
Expenses
$52,213
Net income
-$34,936
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.74$0.00$8.74$17.3$52.2$34.9
2023Detailed filing. Detailed filing data is available for this year.$55.3$0.00$55.3$43.5$34.2$9.32
2022Detailed filing. Detailed filing data is available for this year.$41.8$0.00$41.8$28.2$35.8$7.58
2021Detailed filing. Detailed filing data is available for this year.$60.7$0.00$60.7$25.4$25.3$0.11
2020Detailed filing. Detailed filing data is available for this year.$44.4$0.00$44.4$25.4$25.2$0.21
2019Detailed filing. Detailed filing data is available for this year.$45.1$0.00$45.1$24.3$9.69$14.6
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 13, 2025
Return Version
2023v6.0
Gross Receipts
$58,932
Mission and Program Overview

Mission

Further the charitable, educational and religious purposes of the jewish federation of cleveland ("federation")

Program Services

DescriptionGrantsExpenses
GRANTS TO ORGANIZATIONS MADE TO SUPPORT THE CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF THE JEWISH FEDERATION OF CLEVELAND ("FEDERATION")$52,000$52,000
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MOZELLE JACKSONTreasurer-$0--
SUSAN WERTHEIMTrustee/Pres-$0--
CARRIE DILAUROTrustee/VP-$0--
KATHRYN HEXTERTrustee/VP-$0--
KARI BLUMENTHALAsst Treasurer-$0--
JENNIFER B SCHWARZTrustee/Secretary-$0--
MATTHEW KALIFFTrustee/Asst Secretary-$0--
HEDY P MILGROMTrustee-$0--
TIMOTHY WULIGERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Stanley E and Sally Harris Wertheim
EIN
30-0884987
Phone
2165932900
Address
25701 SCIENCE PARK DRIVE, CLEVELAND, OH 44122-7302

Signing Officer

Name
Kari Blumenthal
Title
Assistant Treasurer
Phone
2165932900
Signed
2025-05-13
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: federation money fund. Amount: 151. Description: federation main investment fund. Amount: 285. Total included on form 990-ez, line 4: 436.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: philanthropic fund program. Grantee name: jewish federation of cleveland. Grantee address: 25701 science park drive cleveland, oh 44122. Amount given: 52,000. Total included on form 990-ez, line 10: 52,000.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: investment & admin fees - federation. Amount: 163. Description: filing fee. Amount: 50. Total to form 990-ez, line 16: 213.”

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

“Description: changes in unrealized gain (loss) in market value of investments. Amount: -11,671.”

Raw XML Appendix182 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KATHRYN HEXTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KARI BLUMENTHAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JENNIFER B SCHWARZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MATTHEW KALIFF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7HEDY P MILGROM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8TIMOTHY WULIGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE/VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE/VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4ASST TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TRUSTEE/SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TRUSTEE/ASST SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8TRUSTEE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt0-11671
IRS990EZ/OtherExpensesTotalAmt0213
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0FURTHER THE CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF THE JEWISH FEDERATION OF CLEVELAND ("FEDERATION")
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SaleOfAssetsGrossAmt058496
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IRS990EZ/SchoolOperatingInd00
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IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalRevenueAmt017277
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0NONE
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
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IRS990ScheduleA/SupportedOrganizationsTotalCnt01
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IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt052000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0JEWISH FEDERATION OF CLEVELAND
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt052000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: FEDERATION MONEY FUND. AMOUNT: 151. DESCRIPTION: FEDERATION MAIN INVESTMENT FUND. AMOUNT: 285. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 436.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: PHILANTHROPIC FUND PROGRAM. GRANTEE NAME: JEWISH FEDERATION OF CLEVELAND. GRANTEE ADDRESS: 25701 SCIENCE PARK DRIVE CLEVELAND, OH 44122. AMOUNT GIVEN: 52,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 52,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: INVESTMENT & ADMIN FEES - FEDERATION. AMOUNT: 163. DESCRIPTION: FILING FEE. AMOUNT: 50. TOTAL TO FORM 990-EZ, LINE 16: 213.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: CHANGES IN UNREALIZED GAIN (LOSS) IN MARKET VALUE OF INVESTMENTS. AMOUNT: -11,671.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KARI BLUMENTHAL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ASSISTANT TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02165932900
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STANLEY E AND SALLY HARRIS WERTHEIM
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0STAN
ReturnHeader/Filer/EIN0300884987
ReturnHeader/Filer/PhoneNum02165932900
ReturnHeader/Filer/USAddress/AddressLine1Txt025701 SCIENCE PARK DRIVE
ReturnHeader/Filer/USAddress/CityNm0CLEVELAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd0441227302
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/ReturnTs02025-05-13T13:10:26-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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