Civic Intelligence

The Harry Ratner Human Services Fund

990EZ • Fiscal year 2019 • EIN 34-1360076

Jul 01, 2018 to Jun 30, 2019 • Filed on Oct 18, 2019

25701 Science Park DriveCleveland, OH 44122-7302

(216) 593-2900

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

68th percentile

0.02x

Higher debt load relative to assets than 68% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

69th percentile

0.02x

Higher debt load relative to revenue than 69% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

31st percentile

-4.2%

Higher net margin than 31% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Assets

$50,737

No earlier filing loaded for comparison.

Net Assets

$49,758

No earlier filing loaded for comparison.

Liabilities

$979

No earlier filing loaded for comparison.

Revenue

$60,830

No earlier filing loaded for comparison.

Expenses

$63,391

No earlier filing loaded for comparison.

Net Income

-$2,561

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$80K$60K$40K$20K$0Assets 2019: $50,737Liabilities 2019: $979Net Assets 2019: $49,7582019Assets 2020: $48,717Liabilities 2020: $0Net Assets 2020: $48,7172020Assets 2021: $46,317Liabilities 2021: $0Net Assets 2021: $46,3172021Assets 2022: $53,560Liabilities 2022: $9,600Net Assets 2022: $43,9602022Assets 2023: $66,374Liabilities 2023: $9,600Net Assets 2023: $56,7742023Assets 2024: $65,656Liabilities 2024: $9,600Net Assets 2024: $56,0562024

Highlighted filing

2019

Assets$50,737
Liabilities$979
Net Assets$49,758

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$80K$60K$40K$20K$0-$20KRevenue 2019: $60,830Expenses 2019: $63,391Net Income 2019: -$2,5612019Revenue 2020: $60,509Expenses 2020: $62,550Net Income 2020: -$2,0412020Revenue 2021: $60,150Expenses 2021: $62,550Net Income 2021: -$2,4002021Revenue 2022: $60,193Expenses 2022: $62,550Net Income 2022: -$2,3572022Revenue 2023: $60,964Expenses 2023: $48,150Net Income 2023: $12,8142023Revenue 2024: $61,832Expenses 2024: $62,550Net Income 2024: -$7182024

Highlighted filing

2019

Revenue$60,830
Expenses$63,391
Net Income-$2,561
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Oct 18, 2019
Return Version
2018v3.1
Gross Receipts
$60,830
Mission and Program Overview

Mission

Further the charitable, educational and religious purposes of the jewish federation of cleveland ("federation") including assisting with the emergency needs of several local agencies' clients.

Further the charitable, educational and religious purposes of the jewish federation of cleveland ("federation") including assisting the indigent with medical and basic family needs.

Program Services

DescriptionGrantsExpenses
SPECIFIC ASSISTANCE WAS MADE UPON VALIDATED REQUESTS BY SOCIAL SERVICE AGENCIES (MADE BY LICENSED SOCIAL WORKERS OF SUCH AGENCIES) IN AMOUNTS OF $125 OR LESS ON A ONE TIME BASIS FOR INDIVIDUAL CLIENTS OF SUCH AGENCIES IN NEED OF FOOD, CLOTHING, HEALTH CARE, SHELTER, AND BASIC FAMILY NEEDS - APPROXIMATELY 500 INDIVIDUAL CLIENTS OF SUCH AGENCIES WERE ASSISTED.$51,950$51,950
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARLES RATNERTrst To 10.10.18/Pres To 5.2.19-$0--
ELLEN RATNERTrustee/Vice President-$0--
BARRY REISTreasurer/Trustee-$0--
ROBERT GRIESTrustee Until 5.2.2019-$0--
HEDY MILGROMSecretary-$0--
SHEILA ALLENICKAssistant Treas Until 5.2.2019-$0--
STEPHEN HOFFMANTrustee Until 5.2.2019-$0--
NANCY HOFFNERAssistant Treasurer Eff 5.2.2019-$0--
MELANIE HALVORSONTrustee & President Eff 5.2.2019-$0--
Filing and Contact Details

Filer

Filer Name
The Harry Ratner Human Services Fund
EIN
34-1360076
Phone
2165932900
Address
25701 SCIENCE PARK DRIVE, CLEVELAND, OH 44122-7302

Signing Officer

Name
Barry Reis
Title
Treasurer
Phone
2165932900
Signed
2019-10-18
Supplemental Narrative

Additional Explanations

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

Description: federation money fund. Amount: 830.

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

Activity classification: indigent general. Grantee name: various. Grantee relationship: indigents. Property description: cash. Amount given: 33,964.

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

Activity classification: indigent healthcare. Grantee name: various. Grantee relationship: indigents. Property description: cash. Amount given: 7,300.

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

Activity classification: holocaust survivor assistance. Grantee name: jewish family service association of cleveland, grantee name: jewish family service association of cleveland,. Grantee address: 29125 chagrin blvd. Cleveland, oh 44122. Property description: cash. Amount given: 10,686. Total included on form 990-ez, line 10: 51,950.

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

Description: federation administrative support. Amount: 11,341. Description: filing fee. Amount: 100. Total to form 990-ez, line 16: 11,441.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: grants payable. Beg. Of year amount: 2,923. End of year amount: 979.

Form 990EZ, Part V Line 34

The governing documents were amended to enable the foundation to more efficiently respond to emergency requests for aid. The number of donor members and trustees were reduced and the articles were updated to conform with those of other supporting foundations of the supported organization.

Raw XML Appendix192 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CHARLES RATNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ELLEN RATNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BARRY REIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ROBERT GRIES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4HEDY MILGROM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SHEILA ALLENICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6STEPHEN HOFFMAN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8MELANIE HALVORSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRST TO 10.10.18/PRES TO 5.2.19
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE/VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER/TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE UNTIL 5.2.2019
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5ASSISTANT TREAS UNTIL 5.2.2019
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TRUSTEE UNTIL 5.2.2019
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7ASSISTANT TREASURER EFF 5.2.2019
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8TRUSTEE & PRESIDENT EFF 5.2.2019
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt011441
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0FURTHER THE CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF THE JEWISH FEDERATION OF CLEVELAND ("FEDERATION") INCLUDING ASSISTING THE INDIGENT WITH MEDICAL AND BASIC FAMILY NEEDS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SPECIFIC ASSISTANCE WAS MADE UPON VALIDATED REQUESTS BY SOCIAL SERVICE AGENCIES (MADE BY LICENSED SOCIAL WORKERS OF SUCH AGENCIES) IN AMOUNTS OF $125 OR LESS ON A ONE TIME BASIS FOR INDIVIDUAL CLIENTS OF SUCH AGENCIES IN NEED OF FOOD, CLOTHING, HEALTH CARE, SHELTER, AND BASIC FAMILY NEEDS - APPROXIMATELY 500 INDIVIDUAL CLIENTS OF SUCH AGENCIES WERE ASSISTED.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt051950
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SchoolOperatingInd00
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IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0979
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IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalRevenueAmt060830
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IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd01
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IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0GRANTS TOTALING $10,686 WERE PAID TO THE JEWISH FAMILY SERVICE ASSOCIATION OF CLEVELAND FOR HOLOCAUST SURVIVOR BENEFITS WHICH FURTHERS THE CHARITABLE PURPOSES OF THE FEDERATION IN ACCORDANCE WITH THE REQUIREMENTS OF SECTION 509(A)(3)(A). IN ADDITION, EXPENSES TOTALING $41,264 WERE INCURRED FOR THE PURCHASE OF FURNITURE, CLOTHING, HEALTHCARE, SHELTER, PAYMENT OF UTILITY BILLS AND OTHER ITEMS FOR NEEDY INDIVIDUALS WHO WERE CLIENTS OF SOCIAL SERVICE AGENCIES. SUCH EXPENSES ARE FOR ASSISTING THE INDIGENT WITH MEDICAL AND BASIC FAMILY NEEDS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART IV, LINE E6
IRS990ScheduleA/OtherSupportSumAmt00
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IRS990ScheduleA/SupportingOrgType1Ind0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: FEDERATION MONEY FUND. AMOUNT: 830.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: INDIGENT GENERAL. GRANTEE NAME: VARIOUS. GRANTEE RELATIONSHIP: INDIGENTS. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 33,964.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: INDIGENT HEALTHCARE. GRANTEE NAME: VARIOUS. GRANTEE RELATIONSHIP: INDIGENTS. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 7,300.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: HOLOCAUST SURVIVOR ASSISTANCE. GRANTEE NAME: JEWISH FAMILY SERVICE ASSOCIATION OF CLEVELAND, GRANTEE NAME: JEWISH FAMILY SERVICE ASSOCIATION OF CLEVELAND,. GRANTEE ADDRESS: 29125 CHAGRIN BLVD. CLEVELAND, OH 44122. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 10,686. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 51,950.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: FEDERATION ADMINISTRATIVE SUPPORT. AMOUNT: 11,341. DESCRIPTION: FILING FEE. AMOUNT: 100. TOTAL TO FORM 990-EZ, LINE 16: 11,441.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DESCRIPTION: GRANTS PAYABLE. BEG. OF YEAR AMOUNT: 2,923. END OF YEAR AMOUNT: 979.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE GOVERNING DOCUMENTS WERE AMENDED TO ENABLE THE FOUNDATION TO MORE EFFICIENTLY RESPOND TO EMERGENCY REQUESTS FOR AID. THE NUMBER OF DONOR MEMBERS AND TRUSTEES WERE REDUCED AND THE ARTICLES WERE UPDATED TO CONFORM WITH THOSE OF OTHER SUPPORTING FOUNDATIONS OF THE SUPPORTED ORGANIZATION.
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 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990EZ, PART V LINE 34
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/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BARRY REIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02165932900
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE HARRY RATNER HUMAN SERVICES FUND
ReturnHeader/Filer/BusinessNameControlTxt0HARR
ReturnHeader/Filer/EIN0341360076
ReturnHeader/Filer/PhoneNum02165932900
ReturnHeader/Filer/USAddress/AddressLine1Txt025701 SCIENCE PARK DRIVE
ReturnHeader/Filer/USAddress/CityNm0CLEVELAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd0441227302
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0A8A2F5553F73DEC04B943D38074F0C2CD2087188
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D11BCDCC159B866877DB68806056FBABEC110441
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.94.93.50
ReturnHeader/FilingSecurityInformation/IPDt02019-11-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm009:12:22
ReturnHeader/ReturnTs02019-11-11T08:12:47-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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