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Nonprofiteer
← JOANN AND THOMAS ADLER FAMILY FOUNDATION

Form 990 for tax year 2022

Filed by JOANN AND THOMAS ADLER FAMILY FOUNDATION.

Totals

Total revenue
$144,895
Total expenses
$122,272
Contributions and grants received
$143,574
Grants paid
$119,500
Program service revenue
$0
Investment income
$1,321
Other revenue
$0
Total assets, end of year
$127,232
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$127,232
Program services expenses (Part IX)
$119,500
Management and general expenses
$2,772
Fundraising expenses
$0
Program service expenses (Part III)
$119,500

Program services were 97.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • BARRY REIS

    TREASURER THRU 3/6/23

    Total calculated
    $310,108
    From this org
    $0
    From related orgs
    $269,777
    Other
    $40,331
    Hours/week
    0.2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $256,819 related
    Bonus
    $0
    Other
    $0 + $12,958 related
    Deferred
    $0 + $9,205 related
    Nontaxable benefits
    $0 + $31,126 related
    Filer's total
    $0 + $310,108 related
  • MOZELLE JACKSON

    TREASURER AS OF 3/6/23

    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
    Nontaxable benefits
    $0 + $23,290 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 M GARSON

    TRUSTEE/SECRETARY

    Total calculated
    $158,796
    From this org
    $0
    From related orgs
    $121,140
    Other
    $37,656
    Hours/week
    0.3 + 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
  • HEDY P MILGROM

    TRUSTEE

    Total calculated
    $99,886
    From this org
    $0
    From related orgs
    $92,420
    Other
    $7,466
    Hours/week
    0.1 + 20 related
  • THOMAS W ADLER

    TRUSTEE/PRESIDENT

    Total calculated
    $0
    Hours/week
    0.3 + 2 related
  • JOANN S ADLER

    TRUSTEE/VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    0.3
  • WILLIAM ADLER

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    0.2
  • JAMES A RATNER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.1 + 2.7 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
6 May 2024
IRS schema version
2022v5.0
Source object
202421279349302067

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