MEISEL & PESSES FAMILY FOUNDATION

EIN: 311583883 501(c)(3) Philanthropy & Grantmaking

CLEVELAND, OH

Total Revenue
$2,987,368
Total Expenses
$1,200,317
Total Assets
$19,670,864
Net Assets
$18,140,164
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1998
Legal Domicile
OH
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")

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Trantor Score

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

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

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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
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Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

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

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Governance

Voting Members
7
Independent Members
7
Employees
N/A
Volunteers
9

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
8
$720,628
Total Directors
8
$0
Key Employees
0
$0
Highest Compensated
0
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
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