- Revenue 2024
- $180,850
- Expenses 2024
- $396,786
Program services were 100.0% of total expenses calculated — Part III's total program service expenses over total expenses, both as filed.
As filed
- Subsection
- 03
- Street
- 209 CENTER STREET Suite UNIT H
These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).
Officers and directors · 2024
As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.
-
SHARON SOBOL JORDAN
PRESIDENT & CEO
- Total calculated
- $0
- Hours/week
- 1
-
DEBORAH ENTY
CHIEF FINANCE, CFO (thru 8/2/24)
- Total calculated
- $0
- Hours/week
- 1
-
CHRIS ADAMS
CHAIR, MARKETING & BRAND STRATEGY
- Total calculated
- $0
- Hours/week
- 0.2
-
ANDREW J PAINE III
TREASURER & CHAIR, FINANCE
- Total calculated
- $0
- Hours/week
- 0.2
-
KIM MEISEL PESSES
CHAIR, COMMUNITY INVESTMENT
- Total calculated
- $0
- Hours/week
- 0.2
-
MONTE REPASKY
VICE CHAIR, RESOURCE DEVELOPMENT
- Total calculated
- $0
- Hours/week
- 0.2
-
ENID B ROSENBERG
CHAIR, GOVERNANCE & NOMINATING
- Total calculated
- $0
- Hours/week
- 0.2
-
VANESSA L WHITING ESQ
CHAIR
- Total calculated
- $0
- Hours/week
- 0.2
-
SONALI B WILSON ESQ
ASST SEC & CHAIR, POLICY & ADVOCACY
- Total calculated
- $0
- Hours/week
- 0.2
-
JEFFREY D ZIMON
CHAIR, HUMAN RESOURCES COMMITTEE
- Total calculated
- $0
- Hours/week
- 0.2
-
KEVIN CLAYTON
CO-CHAIR, STRATEGIC PLANNING
- Total calculated
- $0
- Hours/week
- 0.2
-
J DAVID HELLER
CO-CHAIR, STRATEGIC PLANNING
- Total calculated
- $0
- Hours/week
- 0.2
-
IRA C KAPLAN
CO-CHAIR, STRATEGIC PLANNING
- Total calculated
- $0
- Hours/week
- 0.2
-
MICHELE CONNELL
VICE CHAIR, GOVERNANCE & NOMINATING (THRU 9/24)
- Total calculated
- $0
- Hours/week
- 0.2
-
JEROME GRISKO
VICE CHAIR, COMMUNITY INVESTMENT
- Total calculated
- $0
- Hours/week
- 0.2
-
JAMES A RATNER
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 0.2
-
TARAS G SZMAGALA JR
VICE CHAIR, PUBLIC POLICY & ADVOCACY
- Total calculated
- $0
- Hours/week
- 0.2
-
PAUL J DOLAN
IMMEDIATE PAST CHAIR
- Total calculated
- $0
- Hours/week
- 0.2
-
VICTOR RUIZ
SECRETARY
- Total calculated
- $0
- Hours/week
- 0.2
-
HARRIET APPLEGATE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1
-
CRAIG ARNOLD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1
-
MICHAEL BASTON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1
-
EDWARD J BELL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1
-
JUSTIN BIB
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1
-
KIP BOLLIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1
The first 25 listed. 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 — compensation, contributions to benefit plans, and expense account — and the total sums those. Earlier years are each on their own filing page.
Filings
-
2024
- Revenue
- $180,850
- Expenses
- $396,786
- Contributions
- $79,521
- Grants paid
- $175,000
-
2023
- Revenue
- $1,044,488
- Expenses
- $965,251
- Contributions
- $748,800
- Grants paid
- $430,273
-
2022
- Revenue
- $458,845
- Expenses
- $1,133,731
- Contributions
- $248,893
- Grants paid
- $635,000
The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.
Grants made
-
$150,000
2023 ECONOMIC MOBILITY
-
FAMILY & COMMUNITY SERVICES INC
$100,000
2023 HOUSING STABILITY
-
$100,000
2023 HEALTH PATHWAYS
-
LAKE - GEAUGA RECOVERY CENTERS
$80,000
2022 HEALTH PATHWAYS
-
FAMILY & COMMUNITY SERVICES INC
$55,000
2022 program grant
-
$50,000
2022 HOUSING STABILITY
-
$50,000
2022 ECONOMIC MOBILITY
Grants received
-
2023 GENERAL SUPPORT
-
2022 To advance sustainable workplace financial wellness services and education for lower-income employees.
-
2022 DONOR DESIGNATED GENERAL
-
2024 GENERAL SUPPORT
-
2023 DONOR DESIGNATED GENERAL
-
$12,500
2022 PUBLIC, SOCIETAL BENEFIT
-
2023 DONOR DESIGNATIONS
-
2022 DONOR DESIGNATIONS
Related organizations
From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.
Declared on its 2023 return
-
UNITED WAY OF GREATER CLEVELAND
501(C)(3) · SVC PROVIDER · OH
-
501(C)(3) · SUPPORT ORG. · OH
-
UNITED WAY OF GC PHILANTHROPIC FUND
501(C)(3) · SUPPORT ORG. · OH
Declared as related by
-
On its 2024 return
-
UNITED WAY OF GREATER CLEVELAND FUND
On its 2024 return as a controlled entity
Other IRS files
Auto-Revocation List
Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.
Publication 78
Not present in the most recent drop.
These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.