PEGGY & JOHN GARSON FAMILY FOUNDATION

EIN: 341916905 501(c)(3) Philanthropy & Grantmaking

CLEVELAND, OH

Total Revenue
$425,359
Total Expenses
$228,475
Total Assets
$1,267,333
Net Assets
$702,333
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2000
Legal Domicile
OH
Principal Officer
MOZELLE JACKSON
Phone
2165932900
Tax Period
2022-07-01 to 2023-06-30

PEGGY & JOHN GARSON FAMILY FOUNDATION, founded in 2000, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $425K in total revenue in fiscal year 2022. Revenue fell 62% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $197K, a strong 46% 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 $416,550
Program Service Revenue $0
Investment Income $8,809
Other Revenue $0
TOTAL REVENUE $425,359

Expense Breakdown

Grants Paid $223,250
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $223,250
Other Expenses $5,225
TOTAL EXPENSES $228,475

Year-over-Year Comparison

2022 2021 Change
Revenue $425,359 $1,125,862 -0.6%
Expenses $228,475 $1,758,247 -0.9%
Net Income $196,884 $-632,385 -1.3%
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
5
Independent Members
5
Employees
N/A
Volunteers
6

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
$831,716
Total Directors
5
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
BARRY REIS TREASURER THRU 10/6/2022 0.20
Officer
$0 $40,331 $310,108
MOZELLE JACKSON TREASURER AS OF 10/6/22 0.20
Officer
$0 $23,290 $255,134
KARI BLUMENTHAL ASSISTANT TREASURER 0.20
Officer
$0 $24,732 $166,588
HEDY P MILGROM SECRETARY 0.20
Officer
$0 $7,466 $99,886
JOHN D GARSON TRUSTEE & PRESIDENT 0.30
Officer Director
$0 $0 $0
PEGGY GARSON TRUSTEE & VP 0.30
Officer Director
$0 $0 $0
MATTHEW GARSON VICE PRESIDENT 0.20
Officer
$0 $0 $0
MARLYN B JAFFE TRUSTEE 0.10
Director
$0 $0 $0
KEITH LIBMAN TRUSTEE 0.10
Director
$0 $0 $0
CHERYL DAVIS 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
2024 No data No data No data No data
2023 $425,359 $228,475 $1,267,333 $196,884
2022 $1,125,862 $1,758,247 $1,476,290 $-632,385
2021 $32,126 $117,901 $1,281,981 $-85,775
2020 $501,791 $1,328,369 $1,132,682 $-826,578
2019 $1,362,788 $76,555 $1,972,841 $1,286,233
2018 $32,913 $82,622 $693,266 $-49,709
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