INDEPENDENT MONTEFIORE SHELTER HOME

EIN: 340845389 501(c)(3)

Pepper Pike, OH

Total Revenue
$195,026
Total Expenses
$263,548
Total Assets
$1,924,277
Net Assets
$1,907,923
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1904
Legal Domicile
OH
Principal Officer
Susan Bichsel
Phone
2165042600
Tax Period
2023-07-01 to 2024-06-30

INDEPENDENT MONTEFIORE SHELTER HOME, founded in 1904, is a small nonprofit that reported $195K in total revenue in fiscal year 2023. Expenses of $264K exceeded revenue, resulting in a 35% operating deficit.

Mission

Provide emergency and temporary housing with on-site client services to Jewish homeless

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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 $186,857
Program Service Revenue $0
Investment Income $8,169
Other Revenue $0
TOTAL REVENUE $195,026

Expense Breakdown

Grants Paid $7,867
Salaries & Benefits $156,994
Fundraising Expenses $0
Program Expenses $207,091
Other Expenses $98,687
TOTAL EXPENSES $263,548

Year-over-Year Comparison

2023 2022 Change
Revenue $195,026 $196,439 0.0%
Expenses $263,548 $276,336 0.0%
Net Income $-68,522 $-79,897 -0.1%
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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Governance

Voting Members
72
Independent Members
71
Employees
N/A
Volunteers
71

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
7
$574,552
Total Directors
74
$352,820
Key Employees
0
$0
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Susan Bichsel President and Chief Executive Officer 2
Officer Director
$0 $39,650 $352,820
Russ Klein Chief Strategy Officer 2
Highest
$0 $25,624 $223,323
Barbara Cameron Vice President and CFO 2
Officer
$0 $35,380 $221,732
Deana Couture Pychiatrist 0
Highest
$0 $30,014 $147,269
Mark Hogan Vice President and Chief Information Officer 2
Highest
$0 $28,517 $140,628
Eric Matheny Executive Director-Achieving Potential 0
Highest
$0 $37,981 $140,264
William Bode Director of Finance- Controller 2
Highest
$0 $15,250 $129,093
Renny Wolfson Chair 2
Officer Director
$0 $0 $0
Michael Klein Vice Chair 1
Officer Director
$0 $0 $0
Patty Rubin Treasurer 1
Officer Director
$0 $0 $0
Idelle Wolf Assistant Treasurer 1
Officer Director
$0 $0 $0
Moish Tohn Secretary 1
Officer Director
$0 $0 $0
Trish Adler Director 0.25
Director
$0 $0 $0
Marilyn Bedol Director 0.25
Director
$0 $0 $0
Gary Bilchik Director 0.25
Director
$0 $0 $0
Eileen Blattner Director 0.25
Director
$0 $0 $0
Robert Blattner Director 0.25
Director
$0 $0 $0
Daniel Brenner Director until 5/6/2024 0.25
Director
$0 $0 $0
Cynthia Bruml Director 0.25
Director
$0 $0 $0
Ethan Cohen Director 0.25
Director
$0 $0 $0
Philip Cohen Director 0.25
Director
$0 $0 $0
Bonnie Cole Director 0.25
Director
$0 $0 $0
Mike Cole Director 0.25
Director
$0 $0 $0
Shoshana Dessler-Jacobs Director 0.25
Director
$0 $0 $0
Boris Gliner Director 0.25
Director
$0 $0 $0
David Goldberg Director 0.25
Director
$0 $0 $0
Timothy Goldberg Director 0.25
Director
$0 $0 $0
Sandra Goldman Director 0.25
Director
$0 $0 $0
Allan Goldner Director 0.25
Director
$0 $0 $0
Sally Good Director 0.25
Director
$0 $0 $0
Sidney Good Director 0.25
Director
$0 $0 $0
Herbert Goulder Director 0.25
Director
$0 $0 $0
Michael Guggenheim Director 0.25
Director
$0 $0 $0
Richard Halle Director 0.25
Director
$0 $0 $0
Kent Hayes Director 0.25
Director
$0 $0 $0
Michelle Hirsch Director 0.25
Director
$0 $0 $0
Robert Immerman Director 0.25
Director
$0 $0 $0
Suellen Kadis Director 0.25
Director
$0 $0 $0
Dolores Kleinman Director 0.25
Director
$0 $0 $0
Andrew Kohn Director 0.25
Director
$0 $0 $0
Harvey Kotler Director 0.25
Director
$0 $0 $0
Marvin Lader Director 0.25
Director
$0 $0 $0
Mitch Lapin Director 0.25
Director
$0 $0 $0
Susan Meisel Director 0.25
Director
$0 $0 $0
Daniel Messeloff Director until 1/9/2024 0.25
Director
$0 $0 $0
Joshua Miller Director 0.25
Director
$0 $0 $0
Roy Minoff Director 0.25
Director
$0 $0 $0
Charles Mintz Director 0.25
Director
$0 $0 $0
Patricia Mintz Director 0.25
Director
$0 $0 $0
Karen Newborn Director 0.25
Director
$0 $0 $0
Dianne Newman Director 0.25
Director
$0 $0 $0
Wendi Pavlofsky Director 0.25
Director
$0 $0 $0
Allan Pearl Director 0.25
Director
$0 $0 $0
Heidi Perla Director 0.25
Director
$0 $0 $0
Shari Perlmuter Director 0.25
Director
$0 $0 $0
Michael Peterman Director 0.25
Director
$0 $0 $0
Taryn Ponsky Director 0.25
Director
$0 $0 $0
Kevin Robertson Director 0.25
Director
$0 $0 $0
Charles Rosenberg Director 0.25
Director
$0 $0 $0
David Rosenberg Director 0.25
Director
$0 $0 $0
Larry Rothstein Director 0.25
Director
$0 $0 $0
Michele Rothstein Director 0.25
Director
$0 $0 $0
Eric Shapiro Director 0.25
Director
$0 $0 $0
James Spira Director 0.25
Director
$0 $0 $0
Myrna Spira Director 0.25
Director
$0 $0 $0
Erica Starrfield Director 0.25
Director
$0 $0 $0
Eleanor Steigman Director 0.25
Director
$0 $0 $0
Evan Stein Director 0.25
Director
$0 $0 $0
Terri Steindler Director 0.25
Director
$0 $0 $0
David Strauss Director 0.25
Director
$0 $0 $0
Will Sukenik Director 0.25
Director
$0 $0 $0
Eric Synenberg Director 0.25
Director
$0 $0 $0
Philip Wasserstrom Director 0.25
Director
$0 $0 $0
Michael Weiner Director 0.25
Director
$0 $0 $0
Sally Wertheim Director 0.25
Director
$0 $0 $0
John Wirtshafter Director 0.25
Director
$0 $0 $0
Jonathan Wise Director 0.25
Director
$0 $0 $0
William Wortzman Director 0.25
Director
$0 $0 $0
Richard Zelin Director 0.25
Director
$0 $0 $0
Dan Zelman Immediate Past Chair 0.25
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 $195,026 $263,548 $1,924,277 $-68,522
2023 $196,439 $276,336 $1,895,552 $-79,897
2022 $195,661 $304,167 $1,891,368 $-108,506
2021 $230,166 $272,236 $2,185,692 $-42,070
2020 $269,798 $274,438 $1,930,086 $-4,640
2019 $257,637 $228,091 $1,962,442 $29,546
2018 $307,422 $276,093 $1,922,656 $31,329
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