DAVID & ENID ROSENBERG FAMILY FOUNDATION

EIN: 371777614 501(c)(3) Philanthropy & Grantmaking

CLEVELAND, OH

Total Revenue
$110,804
Total Expenses
$29,612
Total Assets
$1,192,634
Net Assets
$1,182,151
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2014
Legal Domicile
OH
Principal Officer
MOZELLE JACKSON
Phone
2165932900
Tax Period
2022-07-01 to 2023-06-30

DAVID & ENID ROSENBERG FAMILY FOUNDATION, founded in 2014, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $111K in total revenue in fiscal year 2022. The organization ran a surplus of $81K, a strong 73% operating margin.

Mission

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

Program Service Accomplishments

Program 1
Expenses: $25,500

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 $100,000
Program Service Revenue $0
Investment Income $10,804
Other Revenue $0
TOTAL REVENUE $110,804

Expense Breakdown

Grants Paid $25,500
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $25,500
Other Expenses $4,112
TOTAL EXPENSES $29,612

Year-over-Year Comparison

2022 2021 Change
Revenue $110,804 $106,875 +0.0%
Expenses $29,612 $32,637 -0.1%
Net Income $81,192 $74,238 +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

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Liquidity & Cash Position

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Governance

Voting Members
9
Independent Members
9
Employees
N/A
Volunteers
9

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
8
$890,626
Total Directors
9
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
BARRY REIS TREASURER THRU 11/6/2022 0.20
Officer
$0 $40,331 $310,108
MOZELLE JACKSON TREASURER AS OF 11/6/2022 0.20
Officer
$0 $23,290 $255,134
KARI BLUMENTHAL ASSISTANT TREASURER 0.20
Officer
$0 $24,732 $166,588
ANN GARSON SECRETARY 0.20
Officer
$0 $37,656 $158,796
ENID ROSENBERG TRUSTEE/PRESIDENT 0.30
Officer Director
$0 $0 $0
ERIN MCQUADE TRUSTEE/VICE PRESIDENT 0.30
Officer Director
$0 $0 $0
JUSTIN ROSENBERG TRUSTEE/VICE PRESIDENT 0.30
Officer Director
$0 $0 $0
DAVID ROSENBERG TRUSTEE/VICE PRESIDENT 0.30
Officer Director
$0 $0 $0
DANIEL ZELMAN TRUSTEE 0.10
Director
$0 $0 $0
BETH WAIN BRANDON TRUSTEE 0.10
Director
$0 $0 $0
BETH ROSENBERG TRUSTEE 0.10
Director
$0 $0 $0
PETER MEISEL TRUSTEE 0.10
Director
$0 $0 $0
STUART KLINE 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 $110,804 $29,612 $1,192,634 $81,192
2022 $106,875 $32,637 $1,004,713 $74,238
2021 $108,662 $30,099 $1,130,275 $78,563
2020 $106,962 $28,904 $789,495 $78,058
2019 $169,565 $27,078 $732,428 $142,487
2018 $125,205 $112,955 $628,958 $12,250
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