Civic Intelligence

Independent Montefiore Shelter Home

EIN 34-0845389 • 501(c)3 • Pepper Pike, OH

Profile

Provide emergency and temporary housing with on-site client services to Jewish homeless

29125 Chagrin BlvdPepper Pike, OH 44122

www.jfsa-cleveland.org

Siviq Scores

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

Liabilities / Assets

31st percentile

0.01x

Higher debt load relative to assets than 31% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

52nd percentile

0.08x

Higher debt load relative to revenue than 52% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

9th percentile

-35%

Higher net margin than 9% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

96th percentile

$352,820

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 180.9% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

44th percentile

1.5%

Faster asset growth than 44% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

35th percentile

-0.7%

Faster revenue growth than 35% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$1,924,277

Up $28,725 (+1.5%) from 2023

Liabilities

Up

$16,354

Up $5,540 (+51%) from 2023

Net Assets

Up

$1,907,923

Up $23,185 (+1.2%) from 2023

Revenue

Down

$195,026

Down $1,413 (-0.7%) from 2023

Expenses

Down

$263,548

Down $12,788 (-4.6%) from 2023

Net Income

Up

-$68,522

Up $11,375 (+14%) from 2023

Trend Graphs

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2016: $1,699,468Liabilities 2016: $7,366Net Assets 2016: $1,692,1022016Assets 2017: $1,861,967Liabilities 2017: $5,341Net Assets 2017: $1,856,6262017Assets 2018: $1,922,656Liabilities 2018: $2,650Net Assets 2018: $1,920,0062018Assets 2019: $1,962,442Liabilities 2019: $2,686Net Assets 2019: $1,959,7562019Assets 2020: $1,930,086Liabilities 2020: $2,514Net Assets 2020: $1,927,5722020Assets 2021: $2,185,692Liabilities 2021: $3,503Net Assets 2021: $2,182,1892021Assets 2022: $1,891,368Liabilities 2022: $12,236Net Assets 2022: $1,879,1322022Assets 2023: $1,895,552Liabilities 2023: $10,814Net Assets 2023: $1,884,7382023Assets 2024: $1,924,277Liabilities 2024: $16,354Net Assets 2024: $1,907,9232024

Highlighted filing

2024

Assets$1,924,277
Liabilities$16,354
Net Assets$1,907,923

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2016: $1,304,835Expenses 2016: $276,732Net Income 2016: $1,028,1032016Revenue 2017: $413,802Expenses 2017: $297,995Net Income 2017: $115,8072017Revenue 2018: $307,422Expenses 2018: $276,093Net Income 2018: $31,3292018Revenue 2019: $257,637Expenses 2019: $228,091Net Income 2019: $29,5462019Revenue 2020: $269,798Expenses 2020: $274,438Net Income 2020: -$4,6402020Revenue 2021: $230,166Expenses 2021: $272,236Net Income 2021: -$42,0702021Revenue 2022: $195,661Expenses 2022: $304,167Net Income 2022: -$108,5062022Revenue 2023: $196,439Expenses 2023: $276,336Net Income 2023: -$79,8972023Revenue 2024: $195,026Expenses 2024: $263,548Net Income 2024: -$68,5222024

Highlighted filing

2024

Revenue$195,026
Expenses$263,548
Net Income-$68,522

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 12, 2025
Return Version
2023v6.0
Gross Receipts
$195,026
Mission and Program Overview

Mission

Provide emergency and temporary housing with on-site client services to Jewish homeless

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$1,067,294$1,165,387▲ $98,093
Land, Buildings, and Equipment, Net$368,746$354,495▼ $14,251
Total Assets$1,895,552$1,924,277▲ $28,725
Other Assets Total$459,512$404,395▼ $55,117
Liabilities
Accounts Payable and Accrued Expenses$10,814$16,354▲ $5,540
Other Liabilities$0$0→ $0
Total Liabilities$10,814$16,354▲ $5,540
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,376,797$1,399,982▲ $23,185
Net Assets Without Donor Restrictions$507,941$507,941→ $0
Total Net Assets Fund Balance$1,884,738$1,907,923▲ $23,185
Total Liabilities and Net Assets / Fund Balance$1,895,552$1,924,277▲ $28,725

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$330,812$212,746$543,558
Leasehold Improvements$23,683$19,467$43,150
Equipment$0$13,881$13,881
Other Land Buildings$0$0$0
Land$0-$0
Other Assets Org$404,395--
Other Securities$1,156,719--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$1,376,797$10,492▲ $139,828$127,135$1,399,982
2022$1,371,191$9,000▲ $89,836$93,230$1,376,797
2021$1,674,248$8,200▼ $189,078$122,179$1,371,191
2020$1,417,772$36,836▲ $304,863$85,223$1,674,248
2019$1,449,956$78,500▼ $19,615$91,069$1,417,772
Compensation and Service Providers

Employees

NameTitleOtherTotal
Deana CouturePychiatrist$147,269$147,269
Mark HoganVice President and Chief Information Officer$140,628$140,628
Eric MathenyExecutive Director-Achieving Potential$140,264$140,264
William BodeDirector of Finance- Controller$129,093$129,093

Board Members and Trustees

NameTitle
Renny WolfsonChair
Dan ZelmanImmediate Past Chair
Susan BichselPresident and Chief Executive Officer
Michael KleinVice Chair
Barbara CameronVice President and CFO
Allan GoldnerDirector
Allan PearlDirector
Andrew KohnDirector
Bonnie ColeDirector
Boris GlinerDirector
Charles MintzDirector
Charles RosenbergDirector
Cynthia BrumlDirector
David GoldbergDirector
David RosenbergDirector
David StraussDirector
Dianne NewmanDirector
Dolores KleinmanDirector
Eileen BlattnerDirector
Eleanor SteigmanDirector
Eric ShapiroDirector
Eric SynenbergDirector
Erica StarrfieldDirector
Ethan CohenDirector
Evan SteinDirector
Gary BilchikDirector
Harvey KotlerDirector
Heidi PerlaDirector
Herbert GoulderDirector
James SpiraDirector
John WirtshafterDirector
Jonathan WiseDirector
Joshua MillerDirector
Karen NewbornDirector
Kent HayesDirector
Kevin RobertsonDirector
Larry RothsteinDirector
Marilyn BedolDirector
Marvin LaderDirector
Michael GuggenheimDirector
Michael PetermanDirector
Michael WeinerDirector
Michele RothsteinDirector
Michelle HirschDirector
Mike ColeDirector
Mitch LapinDirector
Myrna SpiraDirector
Patricia MintzDirector
Philip CohenDirector
Philip WasserstromDirector
Richard HalleDirector
Richard ZelinDirector
Robert BlattnerDirector
Robert ImmermanDirector
Roy MinoffDirector
Sally GoodDirector
Sally WertheimDirector
Sandra GoldmanDirector
Shari PerlmuterDirector
Shoshana Dessler-JacobsDirector
Sidney GoodDirector
Suellen KadisDirector
Susan MeiselDirector
Taryn PonskyDirector
Terri SteindlerDirector
Timothy GoldbergDirector
Trish AdlerDirector
Wendi PavlofskyDirector
Will SukenikDirector
William WortzmanDirector
Daniel MesseloffDirector until 1/9/2024
Daniel BrennerDirector until 5/6/2024
Idelle WolfAssistant Treasurer
Russ KleinChief Strategy Officer
Moish TohnSecretary
Patty RubinTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$186,857
Program Service Revenue
$0
Investment Income
$8,169
Other Revenue
$0
All Other Contributions
$48,956
Change in Net Assets
$-68,522
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$156,994
Other Expenses$98,687
Grants and Similar Amounts Paid$7,867
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$72,179$17,688$0$89,867
Other Employee Benefits$38,447$0$0$38,447
Occupancy$22,825$3,021$0$25,846
Current Officers, Directors, Trustees, and Key Employees-$18,450$0$18,450
Depreciation Depletion$14,251$1,886-$16,137
Fees for Services Management$15,229$0$0$15,229
Fees for Services Accounting$0$10,954$0$10,954
Payroll Taxes$5,881$2,732$0$8,613
Grants to Domestic Individuals$7,867--$7,867
Office Expenses$4,159$550$0$4,709
Insurance$3,107$411-$3,518
Information Technology$1,518$201$0$1,719
Pension Plan Contributions$1,082$535-$1,617
Travel$217$29$0$246
Other Expenses$19$0$0$19
Total Functional Expenses$207,091$56,457$0$263,548
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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)

Filing and Contact Details

Filer

Filer Name
Independent Montefiore Shelter Home
EIN
34-0845389
Phone
2165042600
Address
29125 Chagrin Blvd, Pepper Pike, OH 44122

Signing Officer

Name
Barbara Cameron
Title
Vice President and CFO
Phone
4405042600
Signed
2025-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Susan Bichsel
Formed
1904
Legal Domicile
Oh
Voting Board Members
72
Independent Board Members
71
Employees
0
Volunteers
71

Preparer

Firm
Rsm US Llp
Address
4622 Pennsylvania Ave, Kansas City, MO 64112
Preparer
Kevin Ensminger
Phone
8168049068
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

Net assets allocated to Jewish Family Service Association of Cleveland Ohio

Financial Statement Notes

Schedule D, Part V, Line 4

Endowment funds are used to fund the operations of the organization

Schedule D, Part X, Line 2

Income tax status: The Internal Revenue Service has ruled that JFSA, CAH, HSH, PLN, AKR and CCC 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. Management has assessed that there are no activities unrelated to the purpose of the Association and therefore no tax is to be recognized. It is the policy of the Association to include in other operating expenses, penalties and interest assessed by income taxing authorities. Other operating expenses for the year ended June 30, 2023 includes the reversal of an accrual of approximately $70,000 for a penalty resolved during 2023 in favor of the Association. There are no material penalties or interest from taxing authorities included in operating expense for the year ended June 30, 2024.

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