Skip to content
Nonprofiteer
← LAURA AND ALVIN SIEGAL COLLEGE OF JUDAIC STUDIES EDUCATIONAL FOUNDAT

Form 990 for tax year 2022

Filed by LAURA AND ALVIN SIEGAL COLLEGE OF JUDAIC STUDIES EDUCATIONAL FOUNDAT.

Totals

Total revenue
$93,138
Total expenses
$283,072
Contributions and grants received
$17,971
Grants paid
$256,000
Program service revenue
$0
Investment income
$75,167
Other revenue
$0
Total assets, end of year
$5,647,647
Total liabilities, end of year
$1,255,841
Net assets or fund balances, end of year
$4,391,806
Program services expenses (Part IX)
$258,930
Management and general expenses
$24,142
Fundraising expenses
$0
Program service expenses (Part III)
$258,930

Program services were 91.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $17,971

  • 3 · Investment income

    total $31,670 · excluded $31,670

  • 7a · Gross sales of assets other than inventory

    other assets $588,260

  • 7b · Less cost or other basis and sales expenses

    other assets $544,763

  • 7c · Gain or loss

    other assets $43,497

  • 7d · Net gain or loss

    total $43,497 · excluded $43,497

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $256,000 · program services $256,000

  • 8 · Pension plan contributions

    total $14,180 · management and general $14,180

  • 23 · Insurance

    total $1,630 · management and general $1,630

  • 24a · Other expenses: ADMIN AND FILING FEES

    total $11,239 · program services $2,930 · management and general $8,309

  • 24b · Other expenses: INVESTMENT FEES - FED

    total $23 · management and general $23

Balance sheet

Part X, book values.

  • 4 · Accounts receivable

    end of year $1,630

  • 12 · Investments: other securities

    beginning of year $4,974,339 · end of year $5,165,552

  • 15 · Other assets

    beginning of year $459,432 · end of year $480,465

  • 17 · Accounts payable and accrued expenses

    beginning of year $90

  • 18 · Grants payable

    beginning of year $210,500 · end of year $187,000

  • 25 · Other liabilities

    beginning of year $1,266,180 · end of year $1,068,841

  • 27 · Net assets without donor restrictions

    beginning of year -$461,950 · end of year -$1,068,841

  • 28 · Net assets with donor restrictions

    beginning of year $4,418,951 · end of year $5,460,647

Mission and programs · 2022

Mission

TO CARRY OUT THE CHARITABLE, EDUCATIONAL, AND RELIGIOUS PURPOSES OF THE JEWISH FEDERATION OF CLEVELAND BY PROMOTING HIGH QUALITY JEWISH LIFE-LONG LEARNING OPPORTUNITIES REGARDING THE STUDY OF JUDAISM SPIRITUALLY, HISTORICALLY, CULTURALLY, IN CONTEMPORARY AND BIBLICAL FORM, AND ISRAEL.

Activities or mission (Part I)

TO CARRY OUT THE CHARITABLE, EDUCATIONAL, AND RELIGIOUS PURPOSES OF THE JEWISH FEDERATION OF CLEVELAND BY PROMOTING HIGH QUALITY JEWISH LIFE-LONG LEARNING OPPORTUNITIES REGARDING THE STUDY OF JUDAISM SPIRITUALLY, HISTORICALLY, CULTURALLY, IN CONTEMPORARY AND BIBLICAL FORM, AND ISRAEL

  • GRANTS TO 501(C)(3) ORGANIZATIONS MADE TO SUPPORT THE CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF THE JEWISH FEDERATION OF CLEVELAND, ("FEDERATION") AND TO PROMOTE JEWISH LIFELONG LEARNING OPPORTUNITIES.

    Expenses $258,930 · Grants $256,000

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Mozelle Jackson

    TREASURER

    Total calculated
    $255,134
    From this org
    $0
    From related orgs
    $231,844
    Other
    $23,290
    Hours/week
    0.2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $230,889 related
    Bonus
    $0
    Other
    $0 + $955 related
    Deferred
    $0 + $6,767 related
    Nontaxable benefits
    $0 + $16,523 related
    Filer's total
    $0 + $255,134 related

  • Kari Blumenthal

    ASSISTANT TREASURER

    Total calculated
    $166,588
    From this org
    $0
    From related orgs
    $141,856
    Other
    $24,732
    Hours/week
    0.2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $141,445 related
    Bonus
    $0
    Other
    $0 + $411 related
    Deferred
    $0 + $7,357 related
    Nontaxable benefits
    $0 + $17,375 related
    Filer's total
    $0 + $166,588 related

  • Ann Garson

    ASST. SECRETARY

    Total calculated
    $158,796
    From this org
    $0
    From related orgs
    $121,140
    Other
    $37,656
    Hours/week
    0.2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $119,517 related
    Bonus
    $0
    Other
    $0 + $1,623 related
    Deferred
    $0 + $6,457 related
    Nontaxable benefits
    $0 + $31,199 related
    Filer's total
    $0 + $158,796 related

  • Matthew Kaliff

    SECRETARY

    Total calculated
    $140,110
    From this org
    $0
    From related orgs
    $101,633
    Other
    $38,477
    Hours/week
    0.2 + 40 related

  • Terri Kline

    PRESIDENT, TRUSTEE

    Total calculated
    $0
    Hours/week
    0.3 + 0.6 related

  • Dan Polster

    VICE PRESIDENT, TRUSTEE

    Total calculated
    $0
    Hours/week
    0.3 + 3.5 related

  • Michael Penzner

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.1 + 0.1 related

  • Mitchell Schneider

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.1 + 0.5 related

  • Beth Rosenberg

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.1 + 2.6 related

  • Sally Wertheim

    TRUSTEE THRU 5/24/2023

    Total calculated
    $0
    Hours/week
    0.1 + 0.9 related

  • Idelle Wolf

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.1 + 1.1 related

  • Donna Yanowitz

    TRUSTEE THRU 5/24/2023

    Total calculated
    $0
    Hours/week
    0.1 + 0.8 related

  • Rubin Guttman

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.1 + 0.3 related

  • Cindy Attias

    TRUSTEE AS OF 5/24/2023

    Total calculated
    $0
    Hours/week
    0.1 + 0.1 related

  • Mitchell Frankel

    TRUSTEE AS OF 5/24/2023

    Total calculated
    $0
    Hours/week
    0.1 + 0.6 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

SCH J, PART I, LINE 3
THE COMPENSATION REPORTED ON SCHEDULE J IS PAID BY THE JEWISH FEDERATION OF CLEVELAND, THE SUPPORTED ORGANIZATION.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
15 May 2024
IRS schema version
2022v5.0
Source object
202441369349304849

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.