Totals
- Total revenue
- $461,325
- Total expenses
- $31,073
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $461,325
- Other revenue
- $0
- Total assets, end of year
- $8,432,076
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $8,432,076
- Program services expenses (Part IX)
- $0
- Management and general expenses
- $31,073
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $0
Program services were 0.0% 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.
-
2f · All other program service revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
3 · Investment income
total $177,467 · related or exempt $0 · unrelated business $0 · excluded $177,467
-
6c · Rental income or loss
real property $0 · personal property $0
-
7a · Gross sales of assets other than inventory
securities $6,691,077
-
7b · Less cost or other basis and sales expenses
securities $6,407,219
-
7c · Gain or loss
securities $283,858 · other assets $0
-
7d · Net gain or loss
total $283,858 · related or exempt $0 · unrelated business $0 · excluded $283,858
-
11d · All other revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
11f · Fees: investment management
total $31,073 · program services $0 · management and general $31,073 · fundraising $0
-
11g · Fees: other
total $0 · program services $0 · management and general $0 · fundraising $0
-
24e · All other expenses
total $0 · program services $0 · management and general $0 · fundraising $0
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $569,957 · end of year $1,369,167
-
5 · Loans and receivables from officers and key people
beginning of year $0 · end of year $0
-
6 · Loans and receivables from disqualified persons
beginning of year $0 · end of year $0
-
10a · Land, buildings and equipment: cost or other basis
$0
-
10b · Land, buildings and equipment: accumulated depreciation
$0
-
10c · Land, buildings and equipment, net
beginning of year $0 · end of year $0
-
11 · Investments: publicly traded securities
beginning of year $5,606,934 · end of year $5,620,767
-
12 · Investments: other securities
beginning of year $1,917,406 · end of year $1,442,142
-
13 · Investments: program-related
beginning of year $0
-
15 · Other assets
beginning of year $0 · end of year $0
-
22 · Loans and payables to officers and key people
beginning of year $0 · end of year $0
-
25 · Other liabilities
beginning of year $0 · end of year $0
-
27 · Net assets without donor restrictions
beginning of year $8,094,297 · end of year $8,432,076
Mission and programs · 2024
Mission
CLEVELAND COMMUNITY FUND IS THE PRECURSOR ORGANIZATION TO UNITED WAY OF GREATER CLEVELAND (34-6516654) IN NORTHEAST OHIO AND EXISTS TO SUPPORT ITS EXEMPT PURPOSE BY PROVIDING SUPPORT TO ITS PROGRAMMING AND OPERATIONS.
Activities or mission (Part I)
TO SUPPORT THE PROGRAMS AND OPERATIONS OF UNITED WAY OF GREATER CLEVELAND, A RELATED 501(C)(3) ORGANIZATION.
-
TO SUPPORT UNITED WAY OF GREATER CLEVELAND'S EXEMPT PURPOSE BY PROVIDING SUPPORT TO ITS PROGRAMMING AND OPERATIONS.
As filed on the 2024 return.
Listed in Part VII
-
Andrew J Paine IIIANDREW J PAINE III
TREASURER & CHAIR, FINANCE
- Total calculated
- $0
- Hours/week
- 0.2 + 2.2 related
-
Chris AdamsCHRIS ADAMS
CHAIR, MARKETING & BRAND STRATEGY COMMITTEE
- Total calculated
- $0
- Hours/week
- 0.2 + 2.2 related
-
Dee Bagwell HaslamDEE BAGWELL HASLAM
CHAIR, MKTG AND BRAND STRATEGY
- Total calculated
- $0
- Hours/week
- 0.2 + 1.1 related
-
Enid B RosenbergENID B ROSENBERG
CHAIR, GOVERNANCE & NOMINATING COMMITTEE
- Total calculated
- $0
- Hours/week
- 0.2 + 2.2 related
-
Ira C KaplanIRA C KAPLAN
CO-CHAIR, STRATEGIC PLANNING
- Total calculated
- $0
- Hours/week
- 0.2 + 2.2 related
-
J David HellerJ DAVID HELLER
CO-CHAIR, STRATEGIC PLANNING
- Total calculated
- $0
- Hours/week
- 0.2 + 2.2 related
-
James A RatnerJAMES A RATNER
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 0.2 + 2.2 related
-
Jeffrey D ZimonJEFFREY D ZIMON
CHAIR, HR COMMITTEE
- Total calculated
- $0
- Hours/week
- 0.2 + 2.2 related
-
Kevin ClaytonKEVIN CLAYTON
CO-CHAIR, STRATEGIC PLANNING
- Total calculated
- $0
- Hours/week
- 0.2 + 2.2 related
-
Kim Meisel PessesKIM MEISEL PESSES
VICE CHAIR, COMMUNITY INVESTMENT
- Total calculated
- $0
- Hours/week
- 0.2 + 2.2 related
-
Michele L ConnellMICHELE L CONNELL
VICE CHAIR, GOVERN. & NOMINAT.
- Total calculated
- $0
- Hours/week
- 0.2
-
Monte RepaskyMONTE REPASKY
VICE CHAIR, RESOURCE DEVELOPMENT
- Total calculated
- $0
- Hours/week
- 0.2 + 2.2 related
-
Patrick M PastorePATRICK M PASTORE
CHAIR, RESOURCE DEVELOPMENT
- Total calculated
- $0
- Hours/week
- 0.2 + 1.2 related
-
Paul J DolanPAUL J DOLAN
CHAIR
- Total calculated
- $0
- Hours/week
- 0.2 + 2.5 related
-
Sharon Sobol JordanSHARON SOBOL JORDAN
PRESIDENT & CEO
- Total calculated
- $487,532
- From this org
- $0
- From related orgs
- $402,933
- Other
- $84,599
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $402,933 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $53,000 related
- Nontaxable benefits
- $0 + $31,599 related
- Filer's total
- $0 + $487,532 related
-
Sonali B Wilson EsqSONALI B WILSON ESQ
ASST SEC & CHAIR, POLICY & ADV
- Total calculated
- $0
- Hours/week
- 0.2 + 2.5 related
-
Taras G Szmagala JrTARAS G SZMAGALA JR
VICE CHAIR, PUBLIC POLICY & ADVOCACY COMMITTEE
- Total calculated
- $0
- Hours/week
- 0.2 + 2.2 related
-
Vanessa L Whiting EsqVANESSA L WHITING ESQ
CHAIR ELECT & CHAIR COMMUNITY INVESTMENT
- Total calculated
- $0
- Hours/week
- 0.2 + 2.2 related
-
Victor RuizVICTOR RUIZ
SECRETARY
- Total calculated
- $0
- Hours/week
- 0.2 + 2.2 related
-
Beverly J SchneiderBEVERLY J SCHNEIDER
DIRECTOR (THRU 9/24)
- Total calculated
- $0
- Hours/week
- 0.1 + 1.1 related
-
Craig ArnoldCRAIG ARNOLD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1 + 1.1 related
-
Edward J BellEDWARD J BELL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1 + 1.1 related
-
Harriet ApplegateHARRIET APPLEGATE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1 + 1.1 related
-
Lorna WishamLORNA WISHAM
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1 + 1.1 related
-
Paul L Wellener IVPAUL L WELLENER IV
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1 + 1.1 related
-
Ronn RichardRONN RICHARD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1 + 1.1 related
-
Susan D KrantzSUSAN D KRANTZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1 + 1.1 related
-
Deborah EntyDEBORAH ENTY
CHIEF FINANCE, CFO (THRU 8/24)
- Total calculated
- $172,148
- From this org
- $0
- From related orgs
- $149,577
- Other
- $22,571
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $149,577 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $7,200 related
- Nontaxable benefits
- $0 + $15,371 related
- Filer's total
- $0 + $172,148 related
-
Michael BeedlesMICHAEL BEEDLES
CHIEF FINANCIAL OFFICER (AS OF 1/25)
- Total calculated
- $0
- Hours/week
- 1 + 39 related
-
Kenneth SurrattKENNETH SURRATT
CHIEF COMMUNITY INVESTMENT & RESOURCE DEVELOPMENT
- Total calculated
- $217,859
- From this org
- $0
- From related orgs
- $187,727
- Other
- $30,132
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $187,727 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $15,000 related
- Nontaxable benefits
- $0 + $15,132 related
- Filer's total
- $0 + $217,859 related
-
Kristin PopelmayerKRISTIN POPELMAYER
CHIEF BRAND MARKETING & COMMUNICATIONS
- Total calculated
- $181,861
- From this org
- $0
- From related orgs
- $143,777
- Other
- $38,084
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $143,777 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $23,000 related
- Nontaxable benefits
- $0 + $15,084 related
- Filer's total
- $0 + $181,861 related
-
Michael BrownMICHAEL BROWN
SENIOR DIRECTOR, HR
- Total calculated
- $176,218
- From this org
- $0
- From related orgs
- $130,878
- Other
- $45,340
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $130,878 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $2,400 related
- Nontaxable benefits
- $0 + $42,940 related
- Filer's total
- $0 + $176,218 related
-
Toi ComerTOI COMER
VP RESOURCE DEVELOPMENT
- Total calculated
- $157,604
- From this org
- $0
- From related orgs
- $147,907
- Other
- $9,697
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $147,907 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $5,528 related
- Nontaxable benefits
- $0 + $4,169 related
- Filer's total
- $0 + $157,604 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
- 4b · Supplemental nonqualified retirement plan
Answered no
- 4a · Severance or change-of-control payment
- 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)
- Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation
- UNITED WAY OF GREATER CLEVELAND, A 501(C)(3) AFFILIATE, PAID COMPENSATION TO THE REPORTING ORGANIZATION'S TOP MANAGEMENT OFFICIAL. UNITED WAY OF GREATER CLEVELAND HAS ESTABLISHED THE COMPENSATION OF THE TOP MANAGEMENT OFFICIAL USING COMPENSATION SURVEY OR STUDY AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.
- Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
- SHARON SOBOL JORDAN, PRESIDENT & CEO PARTICIPATES IN A 457(F) PLAN. NO EMPLOYER CONTRIBUTIONS WERE MADE DURING THE YEAR.
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
No itemized grants to organizations 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.
-
UNITED WAY OF GREATER CLEVELAND
501(c)(3) · SVC PROVIDER · OH
Directly controlled by NA
-
501(c)(3) · COMM ADVANCE · OH
Directly controlled by UWGC
-
UW GREATER CLEVELAND PHILANTHROPIC FUND
501(c)(3) · SUPPORT ORG. · OH
Directly controlled by UWGC
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 16 March 2026
- IRS schema version
- 2024v5.1
- Source object
- 202630759349300023
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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