MEISEL & PESSES FAMILY FOUNDATION

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1998

Legal Domicile

Principal Officer

MOZELLE JACKSON

Phone

2165932900

Tax Period

2022-07-01 to 2023-06-30

MEISEL & PESSES FAMILY FOUNDATION, founded in 1998, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $3.0M in total revenue in fiscal year 2022. Revenue surged 1551% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.8M, a strong 60% operating margin.

Mission

FURTHER THE CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF THE JEWISH FEDERATION OF CLEVELAND ("FEDERATION").

Program Service Accomplishments

Program 1

Expenses: $1,134,500

GRANTS TO 501(C)(3) ORGANIZATIONS MADE TO SUPPORT THE CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF THE JEWISH FEDERATION OF CLEVELAND ("FEDERATION")

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $2,449,119

Program Service Revenue $0

Investment Income $526,615

Other Revenue $11,634

TOTAL REVENUE $2,987,368

Expense Breakdown

Grants Paid $1,134,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,134,500

Other Expenses $65,817

TOTAL EXPENSES $1,200,317

Year-over-Year Comparison

	2022	2021	Change
Revenue	$2,987,368	$180,923	+15.5%
Expenses	$1,200,317	$893,624	+0.3%
Net Income	$1,787,051	$-712,701	-3.5%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$720,628

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MOZELLE JACKSON	TREASURER	0.20	Officer	$0	$23,290	$255,134
KARI BLUMENTHAL	ASST TREASURER	0.20	Officer	$0	$24,732	$166,588
ANN GARSON	ASSISTANT SECRETARY	0.20	Officer	$0	$37,656	$158,796
MATTHEW KALIFF	SECRETARY	0.20	Officer	$0	$38,477	$140,110
KIM M PESSES	PRESIDENT/TRUSTEE	0.30	Officer Director	$0	$0	$0
MICHAEL MEISEL	VICE PRESIDENT/TRUSTEE	0.30	Officer Director	$0	$0	$0
PETER MEISEL	VICE PRESIDENT/TRUSTEE	0.30	Officer Director	$0	$0	$0
COLE PESSES	VICE PRESIDENT	0.20	Officer	$0	$0	$0
MARILYN M BEDOL	TRUSTEE	0.10	Director	$0	$0	$0
ALAN D GROSS	TRUSTEE THRU 12/31/2022	0.10	Director	$0	$0	$0
JUDY WILLENSKY	TRUSTEE	0.10	Director	$0	$0	$0
ZACHARY T PARIS	TRUSTEE	0.10	Director	$0	$0	$0
JASON A WULIGER	TRUSTEE AS OF 1/1/2023	0.10	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$2,987,368	$1,200,317	$19,670,864	$1,787,051
2022	$180,923	$893,624	$16,844,177	$-712,701
2021	$167,986	$450,927	$17,878,106	$-282,941
2019	$531,798	$395,844	$1,338,029	$135,954
2018	$277,140	$233,499	$1,276,315	$43,641