J DAVID & REBECCA HELLER FAMILY FOUNDATION

EIN: 364954283 501(c)(3) Religion

CLEVELAND, OH

Total Revenue
$1,314,061
Total Expenses
$1,710,169
Total Assets
$6,575,225
Net Assets
$4,716,025
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2019
Legal Domicile
OH
Principal Officer
MOZELLE JACKSON
Phone
2165932900
Tax Period
2022-07-01 to 2023-06-30

J DAVID & REBECCA HELLER FAMILY FOUNDATION, founded in 2019, is a community nonprofit in the Religion sector that reported $1.3M in total revenue in fiscal year 2022. Revenue fell 69% from the prior year — a significant decline worth monitoring. Expenses of $1.7M exceeded revenue, resulting in a 30% operating deficit.

Mission

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

Program Service Accomplishments

Program 1
Expenses: $1,644,300

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 $926,874
Program Service Revenue $0
Investment Income $373,729
Other Revenue $13,458
TOTAL REVENUE $1,314,061

Expense Breakdown

Grants Paid $1,644,300
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $1,644,300
Other Expenses $65,869
TOTAL EXPENSES $1,710,169

Year-over-Year Comparison

2022 2021 Change
Revenue $1,314,061 $4,259,191 -0.7%
Expenses $1,710,169 $1,603,945 +0.1%
Net Income $-396,108 $2,655,246 -1.1%
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

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Liquidity & Cash Position

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Governance

Voting Members
3
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
$831,716
Total Directors
3
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
BARRY REIS TREASURER THRU 7/27/2022 0.20
Officer
$0 $40,331 $310,108
MOZELLE JACKSON TREASURER AS OF 7/27/22 0.20
Officer
$0 $23,290 $255,134
KARI BLUMENTHAL ASST TREASURER AS OF 7/27/22 0.20
Officer
$0 $24,732 $166,588
TAL ROTHSTEIN ASST SECRETARY AS OF 5/16/23 0.20
Officer
$0 $0 $0
HEDY MILGROM SECRETARY 0.20
Officer
$0 $7,466 $99,886
J DAVID HELLER TRUSTEE/PRESIDENT 0.30
Officer Director
$0 $0 $0
REBECCA HELLER VICE PRESIDENT 0.20
Officer
$0 $0 $0
KENNETH HOCHMAN TRUSTEE 0.10
Director
$0 $0 $0
IDELLE WOLF 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 $1,314,061 $1,710,169 $6,575,225 $-396,108
2022 $4,259,191 $1,603,945 $6,553,592 $2,655,246
2021 $4,811,880 $1,883,230 $4,100,579 $2,928,650
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