AUMdb

Jewish Federation Of Cleveland

EIN 340714445 · 501(c)(3) · Public charity · Cleveland, OH · recognized 1952

Assets
$598M
Revenue
$139M
Expenses
$112M
Investment income
$20.1M

Form 990 fiscal year ended 06/30/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

Firm Match Period
Partners Capital Investment Group, Llp CRD 120663 deterministic · 100% 06/30/2024

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

Contractor Services Compensation
Partners Capital Investment Group Llp Investment consulting fees $582,150
Rsm Us Llp Audit and tax services $499,141
Eric Bosman Restoration work - offset by insurance $296,989
Errands Plus Inc Coach transportation - donor funded $251,554
Cohen & Company Ltd Audit and tax services $231,628

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Erika B Rudin Luria President * see sch o $524,828 $213,209
Mozelle Jackson Cfo, asst treas, & sr. vp $263,260 $59,064
Oren Baratz Senior vp-external affairs $242,627 $12,491
Daniel Strom Vp, chief information officer $236,561 $12,446
Rachel Lappen Chief development officer $224,109 $11,836
Abigail Levin Asst secretary, sr. vp operations $188,286 $22,916
Robert Berick Asst vp, chief marketing officer $176,393 $25,479
Kari Blumenthal Managing director, finance $151,885 $26,726
Tami Caplan Secretary, sr. vp & chro $150,682 $61,118
Howard P Wolf Managing director/asst. controller $141,559 $38,072
Allen Roth Sr. director,business applications $139,084 $61,867
Ann Garson Asst Vp Family philanthropy and foundations $126,373 $41,344
Barry Reis Asst treasurer $112,964 $28,987
Stephen Hoffman See Sch O Trustee/president emeritus $20,109 $169,086
Karen Krause Trustee $0 $0
David B Orlean Trustee $0 $0
Abbie Pappas Trustee $0 $0
Ervin Pavlofsky Trustee $0 $0
Kim M Pesses Trustee thru 5/23/24 $0 $0
Marla K Petti Trustee $0 $0
Judge Dan A Polster Trustee thru 5/23/24 $0 $0
Dorothea Polster Trustee $0 $0
Albert B Ratner Trustee $0 $0
Charles A Horowitz Ratner Trustee $0 $0
Robert S Reitman Trustee $0 $0
Brian D Robbins Trustee $0 $0
Rabbi Scott B Roland Trustee $0 $0
Sharon Rosenbaum Trustee $0 $0
Beth Rosenberg Trustee $0 $0
David M Rosenberg Trustee thru 5/23/24 $0 $0
Barbara Rosskamm Trustee $0 $0
Peter Rzepka Trustee $0 $0
Evie Safran Trustee $0 $0
Laura Kuntz Trustee thru 5/23/24 $0 $0
Erica Lazzaro Trustee $0 $0
Norma W Lerner Trustee $0 $0
Eliana J Levine Trustee thru 5/23/24 $0 $0
Gregg A Levine Trustee $0 $0
Ryan G Levine Trustee $0 $0
Jan Lewis Trustee $0 $0
Keith Libman Trustee $0 $0
Mariely Luengo Trustee $0 $0
Milton S Maltz Trustee $0 $0
Tamar Maltz Trustee $0 $0
Kevin D Margolis Trustee $0 $0
Susi Meisel Trustee $0 $0
David P Miller Trustee $0 $0
Jared S Miller Trustee $0 $0
Amy Morgenstern Trustee $0 $0
Jonathon Nisenboum Trustee $0 $0
Cameron Orlean Trustee $0 $0
Harvey Sass Trustee $0 $0
Rachel Weinberg Trustee $0 $0
Stephen J Weinberg Trustee $0 $0
Judith Weiss Trustee $0 $0
Morry Weiss Trustee $0 $0
Sally H Wertheim Trustee $0 $0
Morris Wheeler Trustee $0 $0
Danielle J Wild Trustee $0 $0
Mitch Wolf Trustee $0 $0
Warren L Wolfson Trustee $0 $0
Allison Wuliger Trustee $0 $0
Jason A Wuliger Trustee $0 $0
Sandra Wuliger Trustee $0 $0
Timothy F Wuliger Trustee $0 $0
Alan E Yanowitz Trustee $0 $0
Donna Yanowitz Trustee $0 $0
Darrell A Young Zl Trustee thru 2/1/2024 $0 $0
Andrew Zelman Trustee $0 $0
Don Zigdon Trustee $0 $0
Bradley J Schlang Trustee $0 $0
Mitchell C Schneider Trustee $0 $0
Marcy Schwartz Trustee $0 $0
Paula R Schwartz Trustee $0 $0
Martin R Shankle Trustee $0 $0
Elisabeth W Sherman Trustee $0 $0
Michael D Siegal Trustee $0 $0
Scott Simon Trustee $0 $0
Michal Soclof Trustee $0 $0
Scott Spiegle Trustee $0 $0
Bryan Stein Trustee $0 $0
Todd Stein Trustee $0 $0
Richard P Stovsky Trustee $0 $0
Jeanne Tobin Trustee $0 $0
Moishe Tohn Trustee $0 $0
Richard Uria Trustee $0 $0
Neil R Waxman Trustee $0 $0
Penni Weinberg Trustee $0 $0
J David Heller See Sch O Trustee $0 $188,979
Yael Dadoun Trustee $0 $0
Mindy Davidson Trustee $0 $0
Cheryl Davis Trustee $0 $0
Jeffrey S Davis Trustee thru 5/23/24 $0 $0
Grant N Dinner Trustee $0 $0
Amy Einhorn Trustee thru 5/23/24 $0 $0
Steven A Eisenberg Trustee $0 $0
Barry S Feldman Trustee $0 $0
Lydia Frankel Trustee $0 $0
Margaret Richards Frankel Trustee $0 $0
Adam Gimbel Trustee $0 $0
Shelley Gimbel Trustee $0 $0
Rachel Glickman Trustee $0 $0
Adrienne Goldberg Trustee thru 5/23/24 $0 $0
Larry Goldberg Trustee $0 $0
Robert Goldberg Trustee $0 $0
Alan D Gottlieb Trustee $0 $0
Anita Gray Trustee $0 $0
Daniel N Zelman Trustee/chair $0 $0
Bradley A Sherman Trustee/vice chair $0 $0
Erica G Starrfield Trustee/vice chair $0 $0
Jeffrey J Wild Trustee/vice chair $0 $0
Dara G Yanowitz Trustee/vice chair $0 $0
Jeffrey Weiss Trustee/treasurer $0 $0
Beth Wain Brandon Trustee/assoc. treasurer $0 $0
Jordan D Berkowitz Trustee $0 $0
Rabbi Binyamin A Blau Trustee $0 $0
Barnett N Bookatz Trustee thru 5/23/24 $0 $0
Susan R Borison Trustee $0 $0
Marc Borstein Trustee thru 5/23/24 $0 $0
Rabbi Naphtali Burnstein Trustee $0 $0
Michael Cantor Trustee $0 $0
Renee Chelm Trustee $0 $0
Jennifer Cohen Trustee $0 $0
Lynne M Cohen Trustee $0 $0
Philip Cohen Trustee $0 $0
Roe Green Trustee $0 $0
Amir Jaffa Trustee $0 $0
Gabrielle Jerusalem Trustee $0 $0
Justin Kadis Trustee thru 5/23/24 $0 $0
Suellen Kadis Trustee $0 $0
Mara Kamat Trustee $0 $0
Amy R Kaplan Trustee $0 $0
Ira Kaplan Trustee $0 $0
Ethan Karp Trustee thru 5/23/24 $0 $0
Ilana I Katz Trustee $0 $0
Nathan Klein Trustee thru 5/23/24 $0 $0
Yoni Klein Trustee $0 $0
Terri Kline Trustee $0 $0
Adena J Klineman Trustee $0 $0
Hallie Bram Kogelschatz Trustee $0 $0
Stewart A Kohl Trustee $0 $0
S Lee Kohrman Trustee $0 $0
Noreen Koppelman Goldstein Trustee $0 $0
Susan D Krantz Trustee $0 $0
Penny Greenberger Trustee $0 $0
Aaron Gross Trustee $0 $0
Gary L Gross Trustee $0 $0
Harley I Gross Trustee $0 $0
Rochelle Gross Trustee $0 $0
Rabbi Rosette Barron Haim Trustee thru 5/23/24 $0 $0
Raquel Flatow Haas Trustee $0 $0
Erica Hartman Horvitz Trustee $0 $0
William H Heller Trustee $0 $0
Evan Hirsch Trustee $0 $0
Michelle Hirsch Trustee $0 $0
Michael Hoenig Trustee $0 $0
Mark Holz Trustee $0 $0
Richard Horvitz Trustee $0 $0
Erin Huber Rosen Trustee $0 $0
Robert A Immerman Trustee $0 $0
Gary Isakov Trustee $0 $0
Shoshana Dessler Jacobs Trustee $0 $0