JEWISH FEDERATION OF CLEVELAND

EIN: 340714445 501(c)(3) Philanthropy & Grantmaking

CLEVELAND, OH

Total Revenue
$138,735,362
Total Expenses
$112,387,008
Total Assets
$597,811,781
Net Assets
$525,397,142
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1903
Legal Domicile
OH
Principal Officer
ABIGAIL LEVIN
Phone
2165932900
Tax Period
2023-07-01 to 2024-06-30

JEWISH FEDERATION OF CLEVELAND, founded in 1903, is a major nonprofit in the Philanthropy & Grantmaking sector that reported $138.7M in total revenue in fiscal year 2023. Revenue surged 22% from the prior year, signaling strong growth momentum. The organization ran a surplus of $26.3M, a strong 19% operating margin.

Mission

THE JEWISH FEDERATION OF CLEVELAND WORKS TO PRESERVE AND ENHANCE JEWISH (CONT. SCHEDULE O) LIFE IN CLEVELAND AND THROUGHOUT THE WORLD. IT FUNDS AND SUPPORTS A WIDE ARRAY OF CHARITABLE, EDUCATIONAL, RELIGIOUS, HUMANITARIAN, HEALTH, CULTURAL AND SOCIAL SERVICE ACTIVITIES THAT STRENGTHEN THE JEWISH AND GENERAL COMMUNITIES.

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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 (2023)

Revenue Breakdown

Contributions & Grants $114,723,385
Program Service Revenue $0
Investment Income $20,100,258
Other Revenue $3,911,719
TOTAL REVENUE $138,735,362

Expense Breakdown

Grants Paid $87,463,703
Salaries & Benefits $17,250,051
Fundraising Expenses $8,708,351
Program Expenses $97,341,173
Other Expenses $7,668,894
TOTAL EXPENSES $112,387,008

Year-over-Year Comparison

2023 2022 Change
Revenue $138,735,362 $113,335,693 +0.2%
Expenses $112,387,008 $108,711,335 +0.0%
Net Income $26,348,354 $4,624,358 +4.7%
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

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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
134
Independent Members
132
Employees
252
Volunteers
901

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
12
$1,625,314
Total Directors
149
$378,174
Key Employees
3
$740,070
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ERIKA B RUDIN-LURIA PRESIDENT * SEE SCH O 40.00
Officer
$524,828 $213,209 $738,037
MOZELLE JACKSON CFO, ASST TREAS, & SR. VP 40.00
Officer
$263,260 $59,064 $322,324
OREN BARATZ SENIOR VP-EXTERNAL AFFAIRS 40.00
Key Emp
$242,627 $12,491 $255,118
DANIEL STROM VP, CHIEF INFORMATION OFFICER 40.00
Key Emp
$236,561 $12,446 $249,007
RACHEL LAPPEN CHIEF DEVELOPMENT OFFICER 40.00
Key Emp
$224,109 $11,836 $235,945
TAMI CAPLAN SECRETARY, SR. VP & CHRO 40.00
Officer
$150,682 $61,118 $211,800
ABIGAIL LEVIN ASST SECRETARY, SR. VP OPERATIONS 40.00
Officer
$188,286 $22,916 $211,202
ROBERT BERICK ASST VP, CHIEF MARKETING OFFICER 40.00
Highest
$176,393 $25,479 $201,872
ALLEN ROTH SR. DIRECTOR,BUSINESS APPLICATIONS 40.00
Highest
$139,084 $61,867 $200,951
STEPHEN HOFFMAN SEE SCH O TRUSTEE/PRESIDENT EMERITUS 0.50
Director
$20,109 $169,086 $189,195
J DAVID HELLER SEE SCH O TRUSTEE 0.50
Director
$0 $188,979 $188,979
HOWARD P WOLF MANAGING DIRECTOR/ASST. CONTROLLER 40.00
Highest
$141,559 $38,072 $179,631
KARI BLUMENTHAL MANAGING DIRECTOR, FINANCE 40.00
Highest
$151,885 $26,726 $178,611
ANN GARSON ASST VP FAMILY PHILANTHROPY AND FOUNDATIONS 40.00
Highest
$126,373 $41,344 $167,717
BARRY REIS ASST TREASURER 20.00
Officer
$112,964 $28,987 $141,951
DANIEL N ZELMAN TRUSTEE/CHAIR 5.50
Officer Director
$0 $0 $0
BRADLEY A SHERMAN TRUSTEE/VICE CHAIR 0.90
Officer Director
$0 $0 $0
ERICA G STARRFIELD TRUSTEE/VICE CHAIR 1.10
Officer Director
$0 $0 $0
JEFFREY J WILD TRUSTEE/VICE CHAIR 0.90
Officer Director
$0 $0 $0
DARA G YANOWITZ TRUSTEE/VICE CHAIR 0.90
Officer Director
$0 $0 $0
JEFFREY WEISS TRUSTEE/TREASURER 0.90
Officer Director
$0 $0 $0
BETH WAIN BRANDON TRUSTEE/ASSOC. TREASURER 0.90
Officer Director
$0 $0 $0
JORDAN D BERKOWITZ TRUSTEE 0.50
Director
$0 $0 $0
RABBI BINYAMIN A BLAU TRUSTEE 0.50
Director
$0 $0 $0
BARNETT N BOOKATZ TRUSTEE THRU 5/23/24 0.70
Director
$0 $0 $0
SUSAN R BORISON TRUSTEE 0.70
Director
$0 $0 $0
MARC BORSTEIN TRUSTEE THRU 5/23/24 1.00
Director
$0 $0 $0
RABBI NAPHTALI BURNSTEIN TRUSTEE 0.50
Director
$0 $0 $0
MICHAEL CANTOR TRUSTEE 0.50
Director
$0 $0 $0
RENEE CHELM TRUSTEE 0.50
Director
$0 $0 $0
JENNIFER COHEN TRUSTEE 0.50
Director
$0 $0 $0
LYNNE M COHEN TRUSTEE 0.50
Director
$0 $0 $0
PHILIP COHEN TRUSTEE 0.50
Director
$0 $0 $0
YAEL DADOUN TRUSTEE 0.50
Director
$0 $0 $0
MINDY DAVIDSON TRUSTEE 0.50
Director
$0 $0 $0
CHERYL DAVIS TRUSTEE 0.50
Director
$0 $0 $0
JEFFREY S DAVIS TRUSTEE THRU 5/23/24 0.50
Director
$0 $0 $0
GRANT N DINNER TRUSTEE 0.50
Director
$0 $0 $0
AMY EINHORN TRUSTEE THRU 5/23/24 0.80
Director
$0 $0 $0
STEVEN A EISENBERG TRUSTEE 0.70
Director
$0 $0 $0
BARRY S FELDMAN TRUSTEE 0.80
Director
$0 $0 $0
LYDIA FRANKEL TRUSTEE 1.10
Director
$0 $0 $0
MARGARET RICHARDS FRANKEL TRUSTEE 0.50
Director
$0 $0 $0
ADAM GIMBEL TRUSTEE 0.90
Director
$0 $0 $0
SHELLEY GIMBEL TRUSTEE 0.80
Director
$0 $0 $0
RACHEL GLICKMAN TRUSTEE 0.80
Director
$0 $0 $0
ADRIENNE GOLDBERG TRUSTEE THRU 5/23/24 0.90
Director
$0 $0 $0
LARRY GOLDBERG TRUSTEE 0.50
Director
$0 $0 $0
ROBERT GOLDBERG TRUSTEE 0.50
Director
$0 $0 $0
ALAN D GOTTLIEB TRUSTEE 0.50
Director
$0 $0 $0
ANITA GRAY TRUSTEE 0.50
Director
$0 $0 $0
ROE GREEN TRUSTEE 0.50
Director
$0 $0 $0
PENNY GREENBERGER TRUSTEE 0.70
Director
$0 $0 $0
AARON GROSS TRUSTEE 0.50
Director
$0 $0 $0
GARY L GROSS TRUSTEE 0.50
Director
$0 $0 $0
HARLEY I GROSS TRUSTEE 0.50
Director
$0 $0 $0
ROCHELLE GROSS TRUSTEE 0.50
Director
$0 $0 $0
RABBI ROSETTE BARRON HAIM TRUSTEE THRU 5/23/24 0.50
Director
$0 $0 $0
RAQUEL FLATOW HAAS TRUSTEE 0.80
Director
$0 $0 $0
ERICA HARTMAN-HORVITZ TRUSTEE 0.50
Director
$0 $0 $0
WILLIAM H HELLER TRUSTEE 0.50
Director
$0 $0 $0
EVAN HIRSCH TRUSTEE 0.80
Director
$0 $0 $0
MICHELLE HIRSCH TRUSTEE 0.90
Director
$0 $0 $0
MICHAEL HOENIG TRUSTEE 0.80
Director
$0 $0 $0
MARK HOLZ TRUSTEE 0.70
Director
$0 $0 $0
RICHARD HORVITZ TRUSTEE 0.80
Director
$0 $0 $0
ERIN HUBER ROSEN TRUSTEE 0.50
Director
$0 $0 $0
ROBERT A IMMERMAN TRUSTEE 0.50
Director
$0 $0 $0
GARY ISAKOV TRUSTEE 0.50
Director
$0 $0 $0
SHOSHANA DESSLER JACOBS TRUSTEE 0.50
Director
$0 $0 $0
AMIR JAFFA TRUSTEE 6.30
Director
$0 $0 $0
GABRIELLE JERUSALEM TRUSTEE 0.80
Director
$0 $0 $0
JUSTIN KADIS TRUSTEE THRU 5/23/24 0.70
Director
$0 $0 $0
SUELLEN KADIS TRUSTEE 1.00
Director
$0 $0 $0
MARA KAMAT TRUSTEE 0.70
Director
$0 $0 $0
AMY R KAPLAN TRUSTEE 0.50
Director
$0 $0 $0
IRA KAPLAN TRUSTEE 0.50
Director
$0 $0 $0
ETHAN KARP TRUSTEE THRU 5/23/24 0.90
Director
$0 $0 $0
ILANA I KATZ TRUSTEE 0.50
Director
$0 $0 $0
NATHAN KLEIN TRUSTEE THRU 5/23/24 0.50
Director
$0 $0 $0
YONI KLEIN TRUSTEE 0.50
Director
$0 $0 $0
TERRI KLINE TRUSTEE 0.50
Director
$0 $0 $0
ADENA J KLINEMAN TRUSTEE 0.50
Director
$0 $0 $0
HALLIE BRAM KOGELSCHATZ TRUSTEE 0.80
Director
$0 $0 $0
STEWART A KOHL TRUSTEE 0.50
Director
$0 $0 $0
S LEE KOHRMAN TRUSTEE 0.50
Director
$0 $0 $0
NOREEN KOPPELMAN-GOLDSTEIN TRUSTEE 0.70
Director
$0 $0 $0
SUSAN D KRANTZ TRUSTEE 0.70
Director
$0 $0 $0
KAREN KRAUSE TRUSTEE 0.70
Director
$0 $0 $0
LAURA KUNTZ TRUSTEE THRU 5/23/24 0.80
Director
$0 $0 $0
ERICA LAZZARO TRUSTEE 0.50
Director
$0 $0 $0
NORMA W LERNER TRUSTEE 0.50
Director
$0 $0 $0
ELIANA J LEVINE TRUSTEE THRU 5/23/24 0.90
Director
$0 $0 $0
GREGG A LEVINE TRUSTEE 0.90
Director
$0 $0 $0
RYAN G LEVINE TRUSTEE 0.50
Director
$0 $0 $0
JAN LEWIS TRUSTEE 0.50
Director
$0 $0 $0
KEITH LIBMAN TRUSTEE 0.90
Director
$0 $0 $0
MARIELY LUENGO TRUSTEE 0.70
Director
$0 $0 $0
MILTON S MALTZ TRUSTEE 0.50
Director
$0 $0 $0
TAMAR MALTZ TRUSTEE 0.50
Director
$0 $0 $0
KEVIN D MARGOLIS TRUSTEE 0.50
Director
$0 $0 $0
SUSI MEISEL TRUSTEE 1.00
Director
$0 $0 $0
DAVID P MILLER TRUSTEE 0.50
Director
$0 $0 $0
JARED S MILLER TRUSTEE 1.00
Director
$0 $0 $0
AMY MORGENSTERN TRUSTEE 0.70
Director
$0 $0 $0
JONATHON NISENBOUM TRUSTEE 0.70
Director
$0 $0 $0
CAMERON ORLEAN TRUSTEE 0.70
Director
$0 $0 $0
DAVID B ORLEAN TRUSTEE 0.70
Director
$0 $0 $0
ABBIE PAPPAS TRUSTEE 0.70
Director
$0 $0 $0
ERVIN PAVLOFSKY TRUSTEE 0.50
Director
$0 $0 $0
KIM M PESSES TRUSTEE THRU 5/23/24 0.70
Director
$0 $0 $0
MARLA K PETTI TRUSTEE 0.70
Director
$0 $0 $0
JUDGE DAN A POLSTER TRUSTEE THRU 5/23/24 0.80
Director
$0 $0 $0
DOROTHEA POLSTER TRUSTEE 0.50
Director
$0 $0 $0
ALBERT B RATNER TRUSTEE 0.50
Director
$0 $0 $0
CHARLES A HOROWITZ RATNER TRUSTEE 0.50
Director
$0 $0 $0
ROBERT S REITMAN TRUSTEE 0.70
Director
$0 $0 $0
BRIAN D ROBBINS TRUSTEE 0.70
Director
$0 $0 $0
RABBI SCOTT B ROLAND TRUSTEE 0.80
Director
$0 $0 $0
SHARON ROSENBAUM TRUSTEE 0.70
Director
$0 $0 $0
BETH ROSENBERG TRUSTEE 0.50
Director
$0 $0 $0
DAVID M ROSENBERG TRUSTEE THRU 5/23/24 0.50
Director
$0 $0 $0
BARBARA ROSSKAMM TRUSTEE 0.70
Director
$0 $0 $0
PETER RZEPKA TRUSTEE 0.50
Director
$0 $0 $0
EVIE SAFRAN TRUSTEE 0.50
Director
$0 $0 $0
HARVEY SASS TRUSTEE 0.70
Director
$0 $0 $0
BRADLEY J SCHLANG TRUSTEE 0.50
Director
$0 $0 $0
MITCHELL C SCHNEIDER TRUSTEE 0.50
Director
$0 $0 $0
MARCY SCHWARTZ TRUSTEE 0.80
Director
$0 $0 $0
PAULA R SCHWARTZ TRUSTEE 0.70
Director
$0 $0 $0
MARTIN R SHANKLE TRUSTEE 0.50
Director
$0 $0 $0
ELISABETH W SHERMAN TRUSTEE 0.90
Director
$0 $0 $0
MICHAEL D SIEGAL TRUSTEE 0.50
Director
$0 $0 $0
SCOTT SIMON TRUSTEE 0.90
Director
$0 $0 $0
MICHAL SOCLOF TRUSTEE 0.50
Director
$0 $0 $0
SCOTT SPIEGLE TRUSTEE 0.80
Director
$0 $0 $0
BRYAN STEIN TRUSTEE 0.50
Director
$0 $0 $0
TODD STEIN TRUSTEE 0.50
Director
$0 $0 $0
RICHARD P STOVSKY TRUSTEE 0.70
Director
$0 $0 $0
JEANNE TOBIN TRUSTEE 0.90
Director
$0 $0 $0
MOISHE TOHN TRUSTEE 0.50
Director
$0 $0 $0
RICHARD URIA TRUSTEE 0.80
Director
$0 $0 $0
NEIL R WAXMAN TRUSTEE 0.70
Director
$0 $0 $0
PENNI WEINBERG TRUSTEE 0.50
Director
$0 $0 $0
RACHEL WEINBERG TRUSTEE 0.70
Director
$0 $0 $0
STEPHEN J WEINBERG TRUSTEE 0.50
Director
$0 $0 $0
JUDITH WEISS TRUSTEE 0.50
Director
$0 $0 $0
MORRY WEISS TRUSTEE 0.50
Director
$0 $0 $0
SALLY H WERTHEIM TRUSTEE 0.50
Director
$0 $0 $0
MORRIS WHEELER TRUSTEE 0.70
Director
$0 $0 $0
DANIELLE J WILD TRUSTEE 0.70
Director
$0 $0 $0
MITCH WOLF TRUSTEE 0.70
Director
$0 $0 $0
WARREN L WOLFSON TRUSTEE 0.50
Director
$0 $0 $0
ALLISON WULIGER TRUSTEE 0.80
Director
$0 $0 $0
JASON A WULIGER TRUSTEE 0.50
Director
$0 $0 $0
SANDRA WULIGER TRUSTEE 0.50
Director
$0 $0 $0
TIMOTHY F WULIGER TRUSTEE 0.50
Director
$0 $0 $0
ALAN E YANOWITZ TRUSTEE 0.70
Director
$0 $0 $0
DONNA YANOWITZ TRUSTEE 0.50
Director
$0 $0 $0
DARRELL A YOUNG ZL TRUSTEE THRU 2/1/2024 0.50
Director
$0 $0 $0
ANDREW ZELMAN TRUSTEE 0.70
Director
$0 $0 $0
DON ZIGDON TRUSTEE 0.50
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 $138,735,362 $112,387,008 $597,811,781 $26,348,354
2023 $113,335,693 $108,711,335 $543,373,589 $4,624,358
2022 $102,566,954 $91,988,179 $521,768,610 $10,578,775
2021 $113,020,772 $83,980,510 $589,585,655 $29,040,262
2020 $76,588,151 $80,365,356 $479,016,103 $-3,777,205
2019 $95,988,551 $80,259,677 $494,561,259 $15,728,874
2018 $113,290,065 $110,417,705 $480,727,052 $2,872,360
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