JOANN AND THOMAS ADLER FAMILY FOUNDATION

EIN: 341858749 501(c)(3) Philanthropy & Grantmaking

CLEVELAND, OH

Total Revenue
$144,895
Total Expenses
$122,272
Total Assets
$127,232
Net Assets
$127,232
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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

JOANN AND THOMAS ADLER FAMILY FOUNDATION, founded in 1998, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $145K in total revenue in fiscal year 2022. Revenue decreased 17% compared to the prior year. The organization ran a surplus of $23K, a strong 16% operating margin.

Mission

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

Program Service Accomplishments

Program 1
Expenses: $119,500

GRANTS TO 501(C)(3) ORGANIZATIONS MADE TO SUPPORT 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 $143,574
Program Service Revenue $0
Investment Income $1,321
Other Revenue $0
TOTAL REVENUE $144,895

Expense Breakdown

Grants Paid $119,500
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $119,500
Other Expenses $2,772
TOTAL EXPENSES $122,272

Year-over-Year Comparison

2022 2021 Change
Revenue $144,895 $175,180 -0.2%
Expenses $122,272 $111,593 +0.1%
Net Income $22,623 $63,587 -0.6%
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

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Liquidity & Cash Position

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Governance

Voting Members
5
Independent Members
3
Employees
N/A
Volunteers
4

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
$890,626
Total Directors
5
$258,682
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
BARRY REIS TREASURER THRU 3/6/23 0.20
Officer
$0 $40,331 $310,108
MOZELLE JACKSON TREASURER AS OF 3/6/23 0.20
Officer
$0 $23,290 $255,134
KARI BLUMENTHAL ASSISTANT TREASURER 0.20
Officer
$0 $24,732 $166,588
ANN M GARSON TRUSTEE/SECRETARY 0.30
Officer Director
$0 $37,656 $158,796
HEDY P MILGROM TRUSTEE 0.10
Director
$0 $7,466 $99,886
THOMAS W ADLER TRUSTEE/PRESIDENT 0.30
Officer Director
$0 $0 $0
JOANN S ADLER TRUSTEE/VICE PRESIDENT 0.30
Officer Director
$0 $0 $0
WILLIAM ADLER VICE PRESIDENT 0.20
Officer
$0 $0 $0
JAMES A RATNER TRUSTEE 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
2023 $144,895 $122,272 $127,232 $22,623
2022 $175,180 $111,593 $104,609 $63,587
2020 $206,807 $76,051 $159,139 $130,756
2019 $174,530 $104,114 $91,633 $70,416
2018 $242,165 $178,776 $84,467 $63,389
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