+ All Categories
Home > Documents > 2009 Annual Report

2009 Annual Report

Date post: 15-Mar-2016
Category:
Upload: jewish-federation-of-cleveland
View: 216 times
Download: 0 times
Share this document with a friend
Description:
2009 Annual Report - Jewish Community Federation of Cleveland
Popular Tags:
16
Living Generously
Transcript
Page 1: 2009 Annual Report

Living Generously

Page 2: 2009 Annual Report

2

Mission StatementThe Jewish Community Federation of Cleveland seeks to promote the well-being of our community, its members, and Jews throughout the world; enhance the continuity, security, and unity of the Jewish community; increase understanding of Jewish values and their application to improve people’s lives; encourage our members to fulfill the responsibility of tikkun olam, to make the world a better place; support Israel as a Jewish and democratic state; and promote collective action by individuals and organizations to advance these purposes.

Vision StatementOur vision is of a thriving Cleveland Jewish community whose members, wherever they are living, embrace the opportunity to learn about and act on the core values of the Jewish people. The Jewish Community Federation of Cleveland will be regarded as a center of excellence and a resource for all who seek to create and maintain such a community for themselves.

– as adopted by the Federation’s Board of Trustees on May 12, 2009

See page 12 for more information on the Federation’s Strategic Plan.

2009 Honored VolunteersThe life saving and changing work of the Federation and the Jewish community couldn’t be accomplished without the help and support of thousands of steadfast and dedicated volunteers. We would like to highlight the following exceptional leaders who were honored this past year for volunteering their time and skills to help improve the world.

RONNEN ISAKOV - Ambassador Milton A. and Roslyn Z. Wolf Young Campaigner of the Year Award “The Federation helps our community prosper by providing basic needs and hundreds of services to so many. Through our directly-supported agencies, we are able to provide people of all ages and ethnicity financial, emotional and community programs, adding more dignity to their daily lives.” – Ronnen Isakov

NATALIE EPSTEIN - Gries Family Award“The award honors my participation in both the Jewish and general communities. To me they are each segments of the whole; they are intertwined and intersected… We are given insight into the ethnic, racial, religious, social or sexual elements that often divide us, and, for a few moments we are one community.” – Natalie Epstein

JEFFREY J. WILD - Bennett and Donna Yanowitz Leadership Award “Not only am I honored to be receiving an award endowed by a family as respected as the Yanowitz family, but I’m also honored to be included on the list of past Yanowitz award recipients – they have all served as tremendous examples for communal involvement.” – Jeffrey J. Wild

DONNA YANOWITZ - Ruby Bass Challenge Award“Ruby was an inspirational leader – not just among women, but in the community at large. It is my pleasure and honor to receive this special award which is a lasting legacy to her dedication and spirit.” – Donna Yanowitz

LENORE BLETCHER - Irene Zehman Volunteer Award “As a Silver Circle 50 member, I am grateful to have been involved with people who needed help and friendship for all of these years. A smile or a ‘thank you’ was always reward enough. Being honored and recognized with the Zehman Award, and speaking before my friends, family and community, was really one of the best days of my life.” – Lenore Bletcher

SALLY H. WERTHEIM - Charles Eisenman Award“I have always appreciated the opportunities I have had to learn from and work with outstanding community leaders, many of whom have changed the world. I am most honored to have been chosen to join this special group of Eisenman awardees.” – Sally H. Wertheim Cover photo: Sunfl owers accentuate the

natural beauty in Israel’s Emek Ha’amayanot (Valley of the Springs) in Cleveland’s partnership region of Beit Shean. Photo: Debra YasinowFor more on the awards and previous winners,

please visit www.jewishcleveland.org/whoweare

The Jewish Community Federation of Cleveland

Page 3: 2009 Annual Report

3

Living Generously is a publication of the Jewish Community Federation of Cleveland that features programs, donors and funders who fulfill the Federation’s mission of improving the world. Contents may not be copied, reproduced, republished or used for any purpose without advance written consent of the Federation. For permissions and other inquiries, please contact the Director of Marketing and Communications, Jewish Community Federation of Cleveland, 1750 Euclid Ave., Cleveland, OH 44115; call 216.566.9200; or e-mail [email protected]. For additional information about the Federation, please visit jewishcleveland.org or call toll-free at 888.467.1125.

Stephen H. HoffmanPresident,

Jewish CommunityFederation of Cleveland

Harley I. GrossBoard Chair,

Jewish Community Federation of Cleveland

Sustain: - verb

1. To keep (a person, the mind, the spirit, etc.) from giving way, as under trial or affliction.2. To provide for (an institution or the like) by furnishing means or funds.3. To support (a cause or the like) by aid or approval.4. To supply with food, drink, and other necessities of life.5. To keep in existence; maintain; endure.6. To keep up or keep going, as an action or process: to sustain a conversation, establish continuity.

-adjective1. Capable of being continued with minimal long-term effect on the environment.

What kind of stories will we tell our children and grandchildren about the Great Recession? Will it shape our thinking about life – personal and communal – as it did for our parents and grandparents? One story we can tell with pride will be how we as a Jewish community came together to help one another. We will be able to cite how we reprioritized our services, redeployed our endowment funds and raised more money than anyone expected. We will also take comfort in knowing that even as we dealt with the weight of the current challenges, we immediately began planting the seeds for new communal approaches that would speak to and engage future generations.

In short, even in our most challenging times, we knew we would get through and therefore had to continue to think about tomorrow – a sustainable, thriving community.

Our vision for tomorrow was not limited to our own environs. Israel and the development of less fortunate Jewish communities overseas remain important to us. We did not forsake our partners and friends in Beit Shean and St. Petersburg, Russia. Nor did we diminish our fervor for our special connections to Ethiopian Israeli preschoolers learning to read in Beersheva or Israel’s disadvantaged young men undergoing a special basic training program at the Havat HaShomer army base. They are as dear to us as our children at our day schools, synagogue schools, JDN and The Mandel JCC preschool – all sustained through our annual Campaign.

Our new strategic plan (see page 12), launched in the middle of the recession and in process for many months prior, focuses on core challenges regardless of the economic conditions. We will keep looking forward to build a more responsive and sustainable community, because you, our donors, want that future to be our reality.

Thank you for your generous support. We hope you’ll enjoy reading about the fruits of your efforts.

Page 4: 2009 Annual Report

Sustain: (verb) - To keep (a person, the mind, the spirit, etc.) from giving way, as under trial or affl iction.

“Nearly 700 people have taken advantage of the services

offered through the Employment Related Supports Program and roughly 20 percent have found employment. Most importantly, each individual is so appreciative

of our supportive and caring community that has been there to help them through the job

seeking process and emotional challenges created by the most challenging economic conditions

in generations.”

- Steve Willensky, Chair, Strengthening & Growing

Jewish Cleveland

Sometimes it’s what you can’t see that sustains you – love, faith, optimism, hope. And that’s what the Federation and Jewish Cleveland aspire to provide every day. While all other things in someone’s life may have seemed to fail them, the one constant has always been the Jewish community. – Nancy K. Levin, Chair, Women’s Division

“I was never in a position of need before. But I found out that any way the Jewish community could help me, they would help me. I

don’t know where I would be now without the help and support of

the Jewish community.”

- Michael Gerson, participant, Employment Related

Supports Program (see Michael’s story:

www.jewishcleveland.org/stories)

We are here for you. We are here for each other.In response to the economic crisis that began last fall, the Federation’s immediate response was to increase the dollars available for emergency fi nancial assistance as well as college scholarships and loans, increase Jewish Family Service Association’s (JFSA) staff available for counseling to people dealing with stress and anxiety, and the total restructuring of our Strengthening and Growing Jewish Cleveland project to make job search and networking resources available to a wider range of people seeking employment.

Additionally, with the onset of the economic crisis, the Information and Referral Service, originally conceived through the Centennial Initiative as a resource for Cleveland’s older adults, became a much more robust system – one in which all Jews in need would be able to fi nd the answers and help they so desperately needed.

Since the Information and Referral program began in November 2008, more than 1,200 calls regarding a variety of needs have been answered, showing a dramatic growth in demand for safety net services.► 66% increase in clients served for counseling► 188% increase in nights of temporary shelter provided► 421% increase in those seeking counseling/fi nancial

assistance for economic/job related reasons► Funds designated for emergency fi nancial assistance fell into these

categories: Utilities 53% Rent 32% Medical 9% Transportation 8%

4

Page 5: 2009 Annual Report

“Please don’t be embarrassed to turn to a social service

agency for shelter and/or food. It’s okay to let us know you

need help. You are a member of this Jewish community and

this is why we’re here.”

– Grant Dinner, Chair, Hebrew Shelter Home

“My son and I have lived a difficult but dignified life.

We feel truly taken care of and at home. Jewish Family Service Association and the

Jewish community have been a constant source of support – we’ve been assisted with

meals, nursing and home care, medical advocacy, financial assistance, social programs and more. I have been able to give my son a life that

wouldn’t be possible anywhere else without this help.”

- Katerina Deutsch (l”z of blessed memory),

100 year-old Holocaust Survivor on life with her

74 year-old son who is deaf and mute.

Your support of the annual Campaign enables 152 Greater Clevelanders with mental and behavioral disabilities to live in more than 44 Jewish community funded group homes and/or apartments, and funds myriad programs and services for special needs individuals and families in Cleveland and overseas – helping families across the globe actively engage in the Jewish community regardless of their needs.

Ahuva, a resident of Ruach House (one of 44 group homes funded by the Federation’s annual Campaign), proudly announces as she leads the way into the home she shares with three other young adults, “This is our home. It’s important for us to be independent.” The residents, Orthodox, Conservative and Reform, live a happy, seamless life of work and recreation, much of it steeped in the Jewish community. Ahuva’s mother,

recognizing she won’t always be around to take care of Ahuva says, “This is why it is so important to have a community that cares for all of its members. It is the community that will ensure they are loved, protected and cared for after we are gone.” (See Ahuva’s story: www.jewishcleveland.org/stories)

Life for special needs families in the former Soviet Union is diffi cult at best – fathers often leave, schools are unsympathetic, caregivers are ill-prepared and social interactions are few and far between. Armed with only speaker phones, their experiences and their passion, every other month parents on both sides of the Federation’s Cleveland/St. Petersburg Partnership share the struggles and successes of parenting special needs children. When a Russian mother shared the diffi cult experience of taking her 15 year

old son to the movies – his loud outbursts and emotional responses had disturbed the other patrons – a Cleveland mother shared her experience with a local theater program that offers regular movie showings during off hours. The Russian families were energized by the idea. One mother knows a theater owner, another wants to organize a showing, and the third wants to invite the city’s children. It’s a simple process, communication and sharing, but it can sustain a life and change the world. (To read more about life for special needs families in the former Soviet Union visit www.jewishcleveland.org/stories)

5

Page 6: 2009 Annual Report

Sustain: (verb)- To provide for (an institution or the like) by furnishing means or funds.- To support (a cause or the like) by aid or approval.

The best way to maximize our philanthropic impact is to come together and give as a community. As the largest fundraising and grantmaking organization in Ohio, the Federation positions our community to address the ever changing needs of our world, plan for the future and ensure that the vision and values of Judaism flourish and endure. - Tom Adler, Chair, Development Committee

“The Allocations Committee’s decision-making process

emphasized helping agencies whose clients would be most

seriously affected by the economic downturn. With the

addition of the Endowment Fund Committee’s unprecedented

grant of $675,000 to supplement our allocations, on average, local agencies sustained no

more than a 7.7 percent funding decrease – at a time when the Campaign was down more than

12 percent.”

- Randy Korach, Chair, Allocations Committee

“The annual Campaign for Jewish Needs is the safety net that sustains so many lives.

Volunteering at Super Sunday and soliciting gifts on behalf of those unable to ask for themselves just feels good. I see the results of our efforts every day in this amazing Cleveland Jewish community.”

– Enid Rosenberg, Chair, New Gifts Initiative

The Federation’s Endowments and Foundations Program offers donors numerous opportunities to fulfi ll their philanthropic visions. Grants from endowment funds, supporting foundations and donor advised philanthropic funds meet emergency needs and support innovative and ongoing programs that are of communal importance. Moreover, they ensure that future generations can continue to strengthen local agencies, organizations, synagogues and schools while responding to the needs of people worldwide. Over the past year :

the Federation’s endowment funds made more than 260 grants totaling $4.7 million, and

over 5,000 donor advised philanthropic fund grants were approved by the Board of Trustees, totaling $22.4 million, and

the Federation’s 45 supporting foundations made over 800 grants totaling $75.6 million.

The 2009 Campaign for Jewish Needs raised $28.7 million to fund educational, humanitarian, and social service programs that benefi t millions of people around the world – more than 40,000 of whom live in Cleveland’s Jewish and general communities. Contributions to the annual Campaign sustain a partnership among 16 local agencies and schools, dozens of synagogues and national and international Jewish organizations whose mission is to improve and save lives. Although the total was less than in previous years, we achieved remarkable and life-changing results.

Additional Sources of FundingIn 2009, the Federation, its partner agencies and other local Jewish organizations received nearly $80 million from the state and federal governments. Additionally, the Federation received more than $110,000 from generous corporate sponsors. (See next page for sponsors.)

6

Page 7: 2009 Annual Report

Platinum Sponsor

Gold Sponsors

Silver Sponsors

Patron Sponsor

We thank our corporate sponsors

for their partnership and support.

The Jewish Community Federation of Cleveland’s endowment funds, donor advised philanthropic funds and supporting foundations, combined with annual Campaign for Jewish Needs and Centennial Initiative for Jewish Cleveland fundraising, make the Federation one of Ohio’s largest grantmaking organizations – over $122 million allocated from all sources in the 2009 fi scal year.

Total Grantmaking and Philanthropic Resources From All Sources

Federation and local beneficiary agencies and services 29.3% $36,010,211Overseas Jewish agencies and services 9.7% $11,898,409Other agencies and services for Jewish purposes 21.9% $26,858,021Northeast Ohio and educational organizations 33.8% $41,428,378Charitable organizations outside Northeast Ohio 3.6% $4,456,945National Jewish agencies 1.7% $2,071,082

Supporting foundations* 56.3%Annual campaign allocations 22.7%Donor advised philanthropic funds* 11.8%Endowment funds* 3.2%Centennial Initiative for Jewish Cleveland 6%

*Does not include grants to the Campaign for Jewish Needs

TOTAL GRANTMAKING BY CATEGORY

SOURCE OF GRANTS

7

Page 8: 2009 Annual Report

Sustain: (verb) - To supply with food, drink, and other necessities of life.

Molly Topper, a spry 89 year-old Holocaust survivor, says that living in Cleveland’s Jewish community “is a blessing from G-d.” Six days a week, the Campaign-funded Mandel JCC frail elderly program at Council Gardens provides free transportation, a nutritious hot kosher meal (for many, the only meal they will eat all day) and a variety of social and educational services. The average age of program participants is 80. Approximately 90 percent fall below the poverty line

and 60 percent live alone. Many participants have multiple disabilities such as cognitive impairment, physical limitations, hearing and visual impairments and/or issues related to language and culture. Without the support of the community, this vulnerable population would face insurmountable obstacles. When asked how she feels about the program, she says with a smile, “Everything is wonderful. We enjoy it very much. This is our second home.” (See Molly’s story: www.jewishcleveland.org/stories)

How the Federation and partner agencies work to combat hunger ► Provided over 102,000 meals for low-income seniors and other

vulnerable populations. ► Advocated at both the federal and state levels for adequate funding for

the Federal Food Stamp program and to cover the rising cost of providing kosher home-delivered meals.

► Organized nearly 200 volunteers to participate in the Children’s Hunger Alliance Summer Feeding Program to help ensure that Cleveland’s neediest children have access to nutritious, free lunches throughout the summer.

► Coordinated a Child Nutrition Seder, inviting other local organizations, government offi cials and community members to bring awareness to the issue of child hunger.

► Treu-Mart Fund (a supporting foundation of both the Jewish Community Federation and The Cleveland Foundation), awarded a grant of $15,000 to the Children’s Hunger Alliance to sponsor the expansion of their after-school nutrition program.

Through Campaign-funded programs, over 1,000 local Holocaust survivors receive subsidies for food, medicine and healthcare, case management and medical advocacy; 900 seniors are able to live independently longer in naturally occurring retirement communities (NORCs); and approximately 600 seniors are cared for in Jewish nursing homes. In the former Soviet Union, almost 56,000 elderly Jews receive food packages, warm clothing and home care because of your commitment.

Last year in Cleveland alone, the Campaign for Jewish Needs enabled the Federation and its partner agencies to provide:► 102,000 meals for the hungry ► 3,300 nights of temporary shelter► 210 college loans and grants ► 70,000 hours of mental health services ► 350 summer camp scholarships► 85 families withemergency fi nancial aid

“Sustainability and vitality are of critical importance to the Cleveland Jewish community,

and of interest to young leaders. We continuously work to find

innovative and out-of-the box ways to engage future

generations in helping to meet present needs and develop a

map for future viability. This means stretching beyond

the tried and true of our comfort zone and operating in new

ways that can offer long-term benefit.”

– Carin Rockind, Chair, Young Leadership Division

8

Page 9: 2009 Annual Report

Recently, the Federation initiated a program through our partnership with Beit Shean to create a trilateral project between Israel, Jordan and the Palestinian Authority – the JPI (Jordan, Palestine, Israel) Center for Research, Development and Training. JPI partners believe that the Center will contribute signifi cantly to the advancement of peace in the region by forging regional, cross-border cooperation, while serving the shared development needs in agriculture and

clean technology. One exciting initiative is the expansion of the Bio-Bee Biological System which mass produces and releases benefi cial insects and mites for agricultural purposes. These organisms include natural enemies for biological pest control as well as bumblebees for natural pollination in greenhouses and open fi eld crops. Yardena Beit Yosef, in Emek Ha’amayanot, (Beit Shean region) has seen their tomato crop increase dramatically since they replaced costly and time-consuming hand fertilization techniques with the natural pollination of Bio-Bee bumblebees. At an agriculture summit, members of Kibbutz Sde Eliyahu shared this natural pesticide system with representatives from Columbia, Chile, Brazil, China, Sri Lanka and more. Just another way Israel is helping to pave the way to a sustainable global future!

To capitalize on its “green” efforts, the renovations of The Mandel Building will focus on sustainability and energy effi cient systems which are paramount to qualifying the building for LEED certifi cation – an internationally recognized “green” certifi cation system. The space is being reconstructed using renewable materials and energy effi cient systems, resulting in improved indoor and outdoor environmental quality. Additionally, the Federation received two government

grants totaling more than $350,000 for the hardware and installation of a 76-kilowatt photovoltaic solar array rooftop system. These grants came from Federal stimulus funds as well as the Ohio Energy Fund. It is estimated that the panels will prevent 1,500 tons of CO2 from being released into the atmosphere over 25 years - the equivalent of planting 54,000 trees. The cost savings alone could be approximately $8,000 each year. That’s a lot of green!

“Campaign-funded programs that began as a way to reach out, person to

person, through a handful of partnerships in small Jewish communities in

Israel and the former Soviet Union, have turned into

something infinitely more powerful. Now shaping lives, livelihoods, communities and

futures – these programs have become agents of sustainable change that will expand beyond the

borders of the global Jewish community into the world

community.”

– Neil Waxman, Chair, Cleveland/

St. Petersburg Partnership

Creating sustainable change Whether through the soon to open Mandel Building in Beachwood (see page 10) or in its efforts to develop programs that have the potential to sow seeds of peace in the Middle East and signifi cantly change lives, the Federation is working hard to create sustainable change.

Cleveland’s partnership with the Israel Defense Force’s Education Corps is supporting the ability of young men and women to turn their lives around. The Campaign-funded program at the Havat HaShomer army base focuses on training ‘at risk’ recruits – recruits who do not qualify for army service based on criminal records and/or poor education. Cleveland mental health professionals have worked with army personnel here and in Israel, sharing their knowledge and experiences

with Havat HaShomer staff. Recently staff from Federation’s partner agency, Bellefaire, spent three days at Havat HaShomer leading seminars, training and consulting with IDF Education Corps leadership. At the end of the seminar, one Israeli Commander spoke at length about the knowledge she gained and the validation she received “from people who don’t even live here, but understand what we do.” Major Inbal Beeri of the MAKAM (Education Corps) noted that “it takes a visit from Cleveland to get us here in Israel to be able to meet together and discuss our common issues.” Through the Federation, Cleveland’s Jewish community is effecting a systemic change in leadership training that will lead to self-sustainability and success in those they lead.

Sustain: (adj.)

i

- Capable of being continued with minimal long-term effect on the environment.

9

Page 10: 2009 Annual Report

We believe that this new building will enable the Federation to strengthen its

role in promoting the vitality of our Jewish community, and will optimize the

Federation’s impact on Cleveland and elsewhere for decades to come. – Joseph, Jack and Morton Mandel

“ “The $16 million grant, from Jack, Joseph and Morton Mandel, to the Jewish Community Federation of Cleveland to purchase and renovate the building in Beachwood was the single largest grant to any Jewish institution in Northeast Ohio’s history. The new Federation building, identifi ed as one of the 25 projects of the Centennial Initiative for Jewish Cleveland, will feature state-of-the-art facilities for community meetings and activities and enable partner agencies, synagogues and the community-at-large to connect more easily to the Federation and Jewish life.

“This remarkable expression of support from the Mandel family shows the depth of their dedication to Greater Cleveland and their fi rm belief in the leadership – both professional and volunteer – of Cleveland’s Jewish community,” said Board Chair, Harley Gross. “The Mandel family has been instrumental in building the Jewish and Greater Cleveland communities – both fi nancially and through their leadership. This remarkably generous grant represents their steadfast belief in the future of the Jewish Community Federation and its ability to continue to be an international leader in the fi eld.”

In developing a “green” plan to guide the renovation and operations of The Mandel Building, discussions include everything from composting to offi ce purchases to carpooling and an indoor bike rack to encourage alternative forms of transportation. Watch your e-mail box for an invitation to the ribbon cutting ceremony later this year!

The Mandel Building of the Jewish Community Federation of Cleveland

A New Beginning, A Sustainable Future

2010

©N

anne

tte B

edw

ay

10

Page 11: 2009 Annual Report

Sustain: (verb) - To keep in existence; maintain; endure.

Leaving a Legacy – through the foresight and generosity of our community, the Federation’s endowment program has grown into an essential resource in times of critical need (as witnessed in this economic downturn) and has enabled capital and innovative projects that otherwise would not have been possible. The endowment funds of the Federation help ensure a sustainable future. Donors may create endowment funds through current gifts or through bequests in their estate plan – endowments can be unrestricted or created for special philanthropic interests of the donor.

Bequests to the Federation reach beyond an individual’s lifetime to enrich the community while providing an opportunity to honor or memorialize a loved one. Gifts received through bequests are used as the donor suggests, most often to build the permanent unrestricted endowment of the Federation.

We gratefully acknowledge the following good friends, of blessed memory, whose foresight resulted in gifts to the Federation during the 2009 fi scal year:

“Bob Klein (l”z of blessed memory) was a wonderfully public spirited man who felt a deep responsibility to the Jewish community and to the advancement of the cultural and educational facilities of the Cleveland community. It was not surprising, therefore, that the bulk of his estate was bequeathed to the Federation.” – Leon Gabinet, friend, executor of the estate of Jay Robert Klein

“How proud we should be to have a viable Jewish institution in our community that has served all of us since 1903! I feel very comfortable having created a charitable gift annuity from the Federation that will provide me with extra income – at a handsome return – for the balance of my life. And, it is good to know that after my death, the Federation will be able to use the principal for whatever is deemed a worthy expenditure.” – Mina Kulber, on creating a Federation charitable gift annuity

Leaving A LegacyDid you know that you can create an endowment and perpetuate your gift to the annual Campaign for Jewish Needs by establishing a FOREVER Fund in your name at the Federation? If you establish a fund at 20 times your annual Campaign gift, (or gift of any size) the annual spendable portion of the fund is used to make a grant to the Campaign in your name every year after you are gone.

For example, you can perpetuate an annual gift of $1,000 with a $20,000 endowment. Women can perpetuate a Lion of Judah gift by creating a Lion of Judah Endowment (LOJE) with a minimum gift of $100,000. For more information, call Elizabeth Klein at 216.566.9200, ext. 228.

11

Charles Feiner Raymond V. Feldman Louise W. and Irving K. HellerGrace “Goldie” Hoffman Stanley B. Horowitz Jay Robert KleinShirley and Robert E. Lev

Ann MakovskyS. Darwin Noll Suzanne and Elmer RockerRuth R. and Irving E. SternHeline and Alfred Stotter Joan G. and Norman Sugarman Rae Weil

Page 12: 2009 Annual Report

Strategic Plan – Executive SummaryAs the Strategic Planning Committee was about to release their board-approved, long-awaited plan, the recession hit and turned our community and the plan upside down. After taking a hard look at how the work of the committee could be redefined and implemented in this new environment, and with a few tweaks, you’ll see that so much of what had been laid out is already underway! (Excerpted from the Executive Summary of the Strategic Plan) This Strategic Plan focuses on two broad areas: first, the population of Jewish Cleveland and the level of its participation in Jewish life, and second, the closeness of the connection between our Jewish community’s members and Israel. This Strategic Plan considers trends impacting the Jewish community of Cleveland, what the community could look like in an ideal future and Federation’s role in moving the community towards that future. (See inside front cover for mission and vision statements.)

Goals and StrategiesThe plan calls for the following strategies within each of the two major goals under which they appear:

20 “Super Volunteers” in place The Federation’s redesigned Jewish Volunteer Network (JVN) aims to engage specially qualified volunteers in project-based or ongoing assignments in addition to providing larger scale direct service volunteer opportunities to meet vital needs in Cleveland’s Jewish and general communities.

Leave a Jewish LegacyRenewed focus on growing the endowment of the Federation through legacy gifts

The PresenTense Fellowship will enable three young Jewish innovators to affect social change by helping them develop, fund and implement their ideas. Following a six-week intensive training program at the PresenTense Summer Institute in Jerusalem, fellows will continue their project in Cleveland in partnership with the Federation and local Jewish leaders.

The PJ Library® has already attracted over 1,635 young children, including a significant number of families new to Federation activities. The program is funded by the Grinspoon Foundation, the Federation’s Endowment Fund and the Treu-Mart Fund.

Hired Digital Information & Marketing Strategist

In an ongoing effort to integrate a vibrant array of Israel arts & culture into Cleveland’s existing arts infrastructure, the Federation proudly sponsored, “Hugging and Wrestling: Contemporary Israeli Photography and Video” at MOCA which attracted over 7,500 visitors – making it the largest fall season exhibition in MOCA history.

The Cleveland Taglit Birthright mission to Israel is designed to bring young adults with Cleveland connections together to begin to build a cohort that is passionate about Israel.

Overnight summer camp has proven to be among the most effective tools in building strong Jewish identities. A partnership with the Foundation for Jewish Camping is making more funding available for 1st and 2nd time campers.

I. Broaden and deepen participation in Jewish life in Cleveland.

A. Greatly increase direct-service volunteering.

B. Meet current and future community financial needs through the implementation of the Development Plan.

C. Involve intermarried families in Jewish life and keep them involved.

D. Drive the continuous adoption of advanced technologies, especially for communication.

E. Increase participation in high-impact Jewish community programs.

F. Foster the creation of innovative programming.

II. Strengthen the connection between our people and Israel.

A. Coordinate and promote greater access to Israel-related programming.

B. Increase the number of people traveling to Israel from Cleveland and improve follow up.

- To keep up or keep going, as an action or process: to sustain a conversation, establish continuity.Sustain: (verb)

12

Page 13: 2009 Annual Report

Total Grantmaking

*The Fund for the Jewish Future is a partnership of communal agencies, synagogues and schools that develops and implements programs to dramatically enhance our community’s Jewish educational system. The Fund is administered by the Jewish Education Center of Cleveland and received an allocation from the 2009 Campaign for Jewish Needs to support teacher training, enhanced technology and educational opportunities for students, including those who have special needs. The Fund also provides local synagogues with more than $1 million in educational programs and services.

from the Jewish Community Federation of Cleveland

1. Includes part of United Way Services grant of $2,100,222 - per allocation report.2. Includes Centennial Initiative grants.3. Includes grants to organizations that are also funded by the Joint Budget Council

of United Jewish Communities.4. Represents amount approved from the JCF Endowment Fund in prior year for the

Fund for the Jewish Future.5. From the annual Campaign after deducting fundraising cost of under 10 percent,

one of the lowest overhead costs of any charitable organization in Ohio.

13

Local agencies and services Agnon School, The $ 605,064 $ 457,934 $ 147,130 Akiva High School 116,657 116,657 – Bellefaire Jewish Children’s Bureau 1,200,948 1,131,129 1 69,819 Centrally Administered Funds (audit, insurance, retirement) 60,000 60,000 – Cleveland Hebrew School, The 224,265 185,456 38,809 Cleveland Hillel Foundation 655,617 614,365 41,252 Fuchs Mizrachi School 611,354 447,550 163,804 Fund for the Jewish Future (supports family and informal education, teacher training and Israel programs)* 3,362,622 2,837,622 525,000 4

Gross Schechter Day School 677,852 367,143 310,709 Hebrew Academy of Cleveland 1,990,400 1,189,027 801,373 Hebrew Shelter Home (Independent Montefiore Shelter Home) 112,448 83,711 1 28,737 Holocaust Survivor Initiative 148,230 – 148,230 Jewish Community Federation of Cleveland (programs and services) 2,897,192 1,409,315 1 1,487,877 Jewish Community Federation of Cleveland (Beachwood building) 7,225,000 – 7,225,000 Jewish Education Center of Cleveland 1,228,245 1,104,499 123,746 Jewish Family Service Association 3,824,084 2,441,623 1 1,382,461 2 Mandel Jewish Community Center of Cleveland, The 8,601,082 1,872,564 1 6,728,518 2

Menorah Park Center for Senior Living 510,485 415,704 94,781 Montefiore 1,198,511 336,421 862,090 2 Siegal College of Judaic Studies 760,155 505,639 254,516 2 Subtotal $ 36,010,211 $ 15,576,359 $ 20,433,852 Overseas agencies and services United Jewish Communities (UJC) - Provides life-saving and life-enhancing humanitarian assistance $ 9,124,981 $ 8,609,901 $ 515,080 to those in need and translates Jewish values into social action on behalf of millions of Jews worldwide. Works in close partnership with the Jewish Agency for Israel (JAFI) and the American Jewish Joint Distribution Committee (JDC) and World ORT. Also supports Cleveland’s partnership programs: Partnership 2000 in Beit Shean, Israel; the Lauder JDC camp in Szarvas, Hungary; and summer camps for children in the former Soviet Union.

Jewish Community Federation Overseas Programs $ 2,773,428 $ 2,773,428 – (Under the direction of the Federation’s Overseas Connections Committee) links Jews in Cleveland directly with Jews around the world. Programs include: Parents and Children Together (PACT) for Ethiopian-Israelis; Israel Health Advancement for Women (ISHA); educational programs for disadvantaged soldiers; Atidim, preparing young adults for community leadership; Jordan Cross-Border Initiative; and the Cleveland/St. Petersburg Partnership for community-building programs in St. Petersburg, Russia and Jewish identity programs in 6 towns in its periphery.

Subtotal $ 11,898,409 $ 11,383,329 $ 515,080

National agencies American Jewish Committee $ 115,447 $ 60,000 $ 55,447 Anti-Defamation League 172,072 57,500 114,572 B’nai B’rith/BBYO 823,318 40,000 783,318 Hadassah 50,455 30,000 20,455 Hillel at Kent State University 39,500 34,500 5,000 International Assoc. of Jewish Vocational Services 2,000 2,000 – Jewish Council for Public Affairs 6,000 6,000 – Jewish Labor Committee 21,750 21,750 – Jewish War Veterans 2,250 2,250 –National Alliance: Association of Jewish Family Services, Hillel Foundation 651,790 498,262 153,528 3

for Jewish Campus Life, Hebrew Immigrant Aid Society (HIAS), JCC Association, Jewish Council for Public Affairs, Jewish Education Service of North America, Jewish Telegraphic Agency, National Conference on Soviet Jewry, and Foundation for Jewish Culture

Ohio Valley Hillel Consortium 186,500 186,500 –

Subtotal $ 2,071,082 $ 938,762 $ 1,132,320

Other grants for Jewish purposesIncludes local synagogues, local and national Jewish organizations meeting educational and humanitarian needs, and international organizations that serve Jewish communities in need. $ 26,858,021 – $ 26,858,021

Subtotal $ 26,858,021 – $ 26,858,021 Northeastern Ohio charitable and educational organizations serving the general community $ 41,428,378 $ 41,428,378 Subtotal $ 41,428,378 – $ 41,428,378 Charitable organizations outside Northeastern Ohio serving the general community $ 4,456,945 $ 4,456,945 Subtotal $ 4,456,945 – $ 4,456,945

Grand Total $ 122,723,046 $ 27,898,450 5 $ 94,824,596

CAMPAIGN ALLOCATION

From the 2009 Campaign for Jewish Needs for fi scal year

7/1/09 - 6/30/10

OTHER JCFSUPPORT

From donor advised philanthropic and special purpose funds,

supporting foundations, the JCF Endowment Fund and Centennial

Initiative for fi scal year 7/1/08 - 6/30/09

TOTAL

Page 14: 2009 Annual Report

Federation Staff 2009 Board of Trustees

David F. AdlerCindy J. AttiasEric E. BellDebra BloomHoward J. BobrowBarnett N. BookatzSusan R. BorisonRabbi Eric J. BramAmy BudishRabbi Naphtali BurnsteinMarc S. ByrnesMarilyn Baruch CaginDeborah A. ColemanJeffrey S. DavisGrant DinnerMarian DrostLeslie D. DunnTheodore EinhornRonald A. FisherMitchell L. FrankelSamuel M. FrankelVictor Gelb*Bruce H. GoodmanRoe GreenGary L. GrossRobert A. HeiserAndrew W. HoffmannMichael J. HorvitzRichard Horvitz Susan R. Hurwitz

Francine G. ImmermanRonnen IsakovAnn Nickman JacobsonWilliam R. JosephLawrence M. KadisIra KaplanAdam S. KaufmanS. Lee Kohrman*Charlotte R. Kramer*Marc C. KrantzKaren KrauseMarvin KrislovAdam LevinIrwin M. LowensteinLarry A. MackMilton Maltz*Tamar Maltz*Barbara A. Mandel*Jack N. Mandel*Joseph C. Mandel*Herbert L. MarcusRabbi Sharon Y. MarcusJared S. MillerSamuel H. Miller*David J. MillstoneTerrence OzanElmer I. Paull*Michael C. PerlmuterJudge Dan A. PolsterPeter E. Raskind

Robert S. Reitman*Michael A. RitterShelley RothPeter Rzepka*Gordon H. SafranKarin F. SchleiferMitchell C. SchneiderBradley A. ShermanDavid B. ShifrinHarvey A. SiegelRobert L. SillRobert Silverman*Michal SoclofJames C. SpiraRobert L. StarkJeanne TobinEric D. WaldStephen J. WeinbergGary WeissRabbi Stephen I. WeissJeffrey J. WildIdelle K. WolfWarren L. WolfsonWilliam A. WortzmanSandra WuligerDara G. YanowitzDarrell A. YoungRobert A. Zimmerman

*Trustees for Life

Emeritus Trustees George N. Aronoff • Jordan C. Band • Richard Bogomolny • Morton G. Epstein

Leonard Fuchs • Lois K. Goodman • Robert D. Gries • Aileen KassenN. Herschel Koblenz • Elaine Rocker • Edwin M. Roth • Harold S. Stern

Norman Wain • Philip Wasserstrom • Jerome A. Weinberger

Officers Board Chair, Harley I. Gross

Vice-Chairs, Larry P. Goldberg • Robert A. Immerman • James A. Ratner Susan E. Rubin • Judith Weiss

Treasurer, Reneé Chelm • Associate Treasurer, J. David HellerPresident, Stephen H. Hoffman

Executive Committee

Thomas W. Adler • Jules Belkin • Rabbi Richard A. Block • Beth Wain BrandonReuven D. Dessler • Carl D. Glickman • Robert Goldberg* • Henry J. Goodman*

William H. Heller • Suellen S. Kadis • Jeffrey M. Kahn • Ilana Isakov Katz Stuart F. Kline • Jennifer L. Korach • Randall J. Korach • Nancy K. Levin Keith Libman • Bruce P. Mandel • Morton L. Mandel* • Kim M. Pesses

Albert B. Ratner* • Charles A. Ratner* • Carin L. Rockind • Enid Rosenberg Michael D. Siegal • Sally H. Wertheim* • Judy Klein Willensky

Timothy F. Wuliger* • Bennett Yanowitz* • Daniel Zelman

Trustees

as of November 2009

Stephen H. Hoffman, President

AdministrationHarvey A. Freiman, Vice PresidentLinda Knable

Community RelationsDayan E. Gross, DirectorElisa UsherPhyllis Witriol

Community Services / Community Options (CO)Cathy Weiss, DirectorSusan Hyman Sharon Levey (CO)Janet Moses (CO)Barbara Rose (CO)

Development Daniel S. Blain, Sr. Vice PresidentAlan D. Gross, Vice PresidentBerinthia R. LeVine, Vice PresidentShelley Milin Marcus, Director of Annual CampaignHedy P. Milgrom, Asst. Vice PresidentCathy CairelliRobert DeitzJean DeMineJulie DeweyMatthew FieldmanAnn GarsonRaquel Flatow HaasMatthew KaliffDebbie KleinElizabeth KleinMatthew KleinJoyce LisiewskiMichelle MillerAlida OatmanJackie ReedConnie RisteenJanet Schwartz ShapiroRenée TylerFrancesca Parente WilliamsDebra S. Yasinow

Donor Service Operations CenterAllison Levine, Director of Campaign Operations Rosie BrownCindy DoehringPat FallonMarcia GreenisRima MelmanBela Mindlin

FiscalBarry Reis, Sr. Vice President & CFOSheila AllenickAnnette BanksLarry BlahaHeather Colbert-EckertDebbie DuvalPaul FeinbergNancy HoffnerBonnie HustonNancy KalealJudy KirchickMarybeth LoshFaye MatitiaKatie PalusDonna ResarBarbra SchwartzManya SmilovichIrina TemkinElaine ThomasHoward Wolf

Government RelationsAmy R. Kaplan, DirectorFrances J. Pursell Julie Schoenberger Karen J. Steiger

Human Resources DevelopmentDaniel S. Blain, Sr. Vice PresidentSusan AvitanJennifer CohenTammy DubinDiane Fistek

Information SystemsSue Roth, Director Paul GajowskiChris JacobsAdam Oman

International OperationsOren Baratz, DirectorJulie AuerbachLeah EpsteinSally LevineLacey Roth

Marketing & CommunicationsAnnie Becker, DirectorAllison AginMike KostechakJennifer Stuart LeschSylvia M. OwenTammy RubinBryan ThomasHyla Winston OperationsWalter AugustynJoseph FerenczyGrant FishRon HaleJudy JoffeGwen JohnsonRochelle Klein George MajernikPaul Mazzola David MoughanCharles MuckleyRobert PolznerJim Ross

Planning & AllocationsErika Rudin-Luria, DirectorShelley FishbachJayme HonigmanLakshmi Eastman Nebel

Strengthening & Growing Jewish ClevelandKaren G. Baker, DirectorAbbie Levin Kelly Sperber RubanenkoDana Scott

14

Page 15: 2009 Annual Report

2009 CommitteesThe Jewish Community Federation of Cleveland’s activities are conducted by committees of volunteers in partnership with professional staff. Committee and subcommittee chairs are listed below. Please contact them or the Federation for more information about participating in Federation activities or other volunteer opportunities at affiliated organizations.

JEWISH COMMUNITY FEDERATION OF CLEVELAND1750 Euclid Ave., Cleveland, Ohio 44115 • phone: 216.566.9200 or toll-free 888.467.1125e-mail: [email protected] • fax: 216.861.1230 • www.jewishcleveland.org

Standing Committees Additional Committees

ALLOCATIONS COMMITTEEReviews agency proposals, recommends Campaign for Jewish Needs allocationsRandall Korach, ChairNat Lipsyc, Peter Meisel, Vice-ChairsLouis Bloomfield, Capital Repair & ReplacementNat Lipsyc, Subcommittee on Human ServicesPeter Meisel, Subcommittee on Education AgenciesDeborah Shifrin, National Liaison Team

COMMUNITY PLANNING COMMITTEEStudies and plans for community needsJeffrey Kahn, ChairRonald Fisher, President, Jewish Community

Housing, Inc.Allan Goldner, Older AdultWill Sukenik, Facilities Planning

COMMUNITY RELATIONS COMMITTEEImplements public affairs agendaBruce P. Mandel, ChairSusan R. Borison, Mark S. Rosentraub, Vice-ChairsNancy J. Glick, Public Education InitiativeDavid F. Adler, Israel ActionWarren L. Wolfson, Inter-Group Relations

DEVELOPMENT COMMITTEEOversees all fundraising activitiesThomas W. Adler, ChairHoward B. Edelstein, Professional Advisory CouncilCarin L. Rockind, Young Leadership DivisionNancy K. Levin, Women’s DivisionMichael D. Siegal, 2010 Campaign for Jewish Needs General ChairNina (l”z) and Norman Wain, Silver CircleRobert Goldberg, Charles A. Ratner, Morry Weiss, The Centennial Initiative for Jewish Cleveland

ENDOWMENT FUND COMMITTEEReviews and approves funding for innovative programming and emergency needsJules Belkin, ChairPeggy Gries Wager, Foundation Advisory CouncilHarold E. Friedman, Philanthropic Fund Advisory

FINANCE AND INVESTMENT COMMITTEEManages investment of endowment and capital fundsStuart Kline, ChairGerald Goldberg, UJC National Investment Program

SubcommitteeSally Gries, Subcommittee on Charitable TrustsRick Horvitz, Agency Endowment Sub-Committee

HUMAN RESOURCES DEVELOPMENT COMMITTEERecruits, trains and places qualified lay leadership in community organizationsJudy Klein Willensky, ChairThomas W. Adler, Gries Award Committee Gregg A. Levine, LGBT Task ForceMarcia Levine, Advancing Women to LeadershipEnid Rosenberg, Agency Leadership RoundtableSally H. Wertheim, Mandel Foundation–HRD Joint

Advisory Team

OVERSEAS CONNECTIONS COMMITTEEConceives and manages projects that connect Jews in Cleveland with Jews in Israel and around the worldWilliam H. Heller, ChairCindy Attias, Cleveland/Beit Shean PartnershipRobin K. Avery, PACT (Parents and Children Together)Robert A. Goodman, ONAD (Overseas Needs and

Assessment Distribution) Elective SubcommitteeJon Joseph, IDF Education Corps/Havat HaShomerMarcia Levine, ISHA (Israel Health Advancement for

Women)Dan A. Polster, Jordan Cross-Border InitiativeNeil R. Waxman, Cleveland/St. Petersburg

Partnership

STRATEGIC PLANNING COMMITTEEResponsible for the creation, implementation, oversight and revision of the Strategic PlanKeith Libman, Chair

ADMINISTRATIVE Robert S. Reitman, Chair

AGNON-COLLEGE BUILDING OPERATIONSRobert A. Heiser, Chair

AUDITMichael A. Ritter, Chair

AWARDSHarley I. Gross, Chair

CASHRonald A. Fisher, Chair

CHAPLAINCYJudy Kaufman, Chair

CHARLES EISENMAN AWARDHarley I. Gross, Chair

COMMISSION ON CEMETERY PRESERVATIONJeffrey Gottlieb, ChairRubin Guttman, Vice-Chair

EXECUTIVEHarley I. Gross, Chair

GOVERNMENT RELATIONS J. David Heller, Chair

NOMINATINGDavid J. Strauss, Chair

REAL ESTATESteve Soclof, Chair

RETIREMENT FUNDIdelle K. Wolf, Chair

RISK MANAGEMENTBarry Minoff, Chair

SECURITYJeffrey S. Davis, Chair

SOLON BUILDING OPERATIONSDaniel S. Moskowitz, Chair

STRENGTHENING AND GROWING JEWISH CLEVELANDSteven Willensky, Chair

TECHNOLOGYMark Jowell, Terrence Ozan, Co-Chairs

Direct operations not overseen by the standing committees

15

Page 16: 2009 Annual Report

Local Partners The Agnon School Akiva High School Bellefaire Jewish Children’s Bureau The Cleveland Hebrew School Cleveland Hillel Foundation Fuchs Mizrachi School Gross Schechter Day School The Hebrew Academy of Cleveland

NON-PROFIT ORG.U.S. POSTAGE

PAIDCLEVELAND, OHIOPERMIT NO. 581

The strength of our community is in the network of agencies that provide services in partnership with the Federation.

Hebrew Shelter Home Jewish Education Center of Cleveland Jewish Family Service Association The Mandel Jewish Community Center Menorah Park Center For Senior Living MontefioreSiegal College

International Partners American Jewish Joint Distribution Committee (JDC) Jewish Agency For Israel (JAFI) Jewish Federations of North America (formerly UJC)World ORT

Jewish Community Federation of Cleveland1750 Euclid AvenueCleveland, Ohio 44115

from Michael SiegalGeneral Chair, 2010 Campaign for Jewish Needs

The Campaign for Jewish Needs is a campaign for righteousness, fairness and compassion. It is a campaign for dignity, learning and advancement. It is a campaign to replace darkness and despair with hope and opportunity. The Campaign for Jewish Needs represents the infi nite possibilities of which we are capable when we are acting as one community, one people. When we ‘campaign’ together, we are ensuring that every one of us fi nds comfort and security within this community. Thank you for joining me in fulfi lling our responsibility of tikkun olam – making the world a better place – through the Campaign for Jewish Needs.

Michael Siegal, General Chair2010 Campaign for Jewish Needs

Mark your calendar and plan to join the community for one or all of the following events:April 13 – “have a little faith” – an evening with author Mitch AlbomApril 26 – 106th Annual Meeting of the FederationMay 12 – Campaign for Jewish Needs Closing Celebration

www.jewishcleveland.org


Recommended