Jack Joseph And Morton Mandel

Cleveland, Ohio - EIN 34-1350566 - Latest filing: fiscal 2025 (Jul 1, 2024 - Jun 30, 2025)

HOW TO READ THIS PAGE

How to read this page: every figure below is from the fiscal-2025 Form 990, filed May 14, 2026. People named below are shown as reported on the fiscal-2025 Form 990, filed May 14, 2026 - the filing is a snapshot of that fiscal year, not a list of current officeholders.

THE FILING IN ONE PARAGRAPH

Jack Joseph And Morton Mandel reported $168,250,145 in revenue and $154,787,179 in expenses in fiscal 2025, a surplus of $13,462,966 for the year. Program services took $138,800,357 of expenses, or 89.7%. The organization closed the year with $3,254,416,840 in net assets - about 252.3 months of expenses at the fiscal-2025 spending level.

At a Glance - Fiscal 2025

All values are fiscal 2025 unless a tile says otherwise.

TOTAL REVENUE - FISCAL 2025
$168,250,145

Up 4.1% from $161,637,489 in fiscal 2024.

TOTAL EXPENSES - FISCAL 2025
$154,787,179

Revenue minus expenses: $13,462,966 in fiscal 2025.

PROGRAM EXPENSE SHARE - FISCAL 2025
89.7%

$138,800,357 of $154,787,179 went to program services.

NET ASSETS - END OF FISCAL 2025
$3,254,416,840

Total assets $3,348,099,726 minus total liabilities $93,682,886.

TOP EXECUTIVE PAY - FISCAL 2025
$858,267

Erika B Rudin-Luria See Sch O, Trustee, as reported on the fiscal-2025 Form 990, filed May 14, 2026. Total across all compensation columns.

PEOPLE REPORTED - FISCAL 2025
0 Employees

Plus 2 volunteers reported on the fiscal-2025 Form 990.

Money In, Money Out - Fiscal 2025

Revenue and expenses as reported on the fiscal-2025 Form 990, filed May 14, 2026. Donated goods are separated from cash so food and supply donations do not read as cash income.

Where the Money Went - Fiscal 2025

Program Services$138,800,357 (89.7%)
Fundraising$0 (0.0%)
Management and General$15,986,822 (10.3%)

Management and general is the figure reported on the filing (Part IX total); where a filing does not carry it, it is computed as the residual of total expenses minus program and fundraising expenses.

Where the Money Came From - Fiscal 2025

SourceFiscal 2025
Total Contributions$0
Program Service Revenue$0
Investment Income$167,628,198
Other Revenue$621,947
Total Revenue (All Sources)$168,250,145
Government Grants - Not Broken Out
The fiscal-2025 Form 990 does not break out government grants as a separate line for this organization. This page shows Not Broken Out instead of estimating a figure.

Reserves and Balance Sheet - Fiscal 2025

Reserves and Runway

252.3 Months

of reserves - $3,254,416,840 in net assets at the end of fiscal 2025, divided by average monthly expenses of about $12,898,931 in fiscal 2025.

Net assets can include donor-restricted funds, buildings and other assets that cannot be spent like cash. Treat months of reserves as a scale measure, not as cash in the bank.

Balance Sheet - End of Fiscal 2025

Total Assets$3,348,099,726
Total Liabilities$93,682,886
Liabilities as Share of Assets2.8%
Net Assets$3,254,416,840

Leadership Pay - Fiscal 2025

Pay is the summed total across all compensation columns on the Form 990 - pay from the organization, pay from related organizations, and other compensation. People are shown as reported on the fiscal-2025 Form 990, filed May 14, 2026.

Name and Title, as ReportedTotal Pay - Fiscal 2025Share of Expenses
Erika B Rudin-Luria See Sch O - Trustee$858,2670.55%
Mozelle Jackson - Treasurer Until 3/19/25$340,4730.22%
Abigail Levin - Secretary$220,3000.14%
Stephen H Hoffman See Sch O - Trustee And President$208,1740.13%
Kari Blumenthal - Treasurer As Of 3/19/25$183,8160.12%
Jehuda Reinharz See Sch O - Trustee$171,8100.11%
Barry Reis - Asst Treasurer Until 1/3/25$144,7580.09%
Kathryn Palus - Asst Treasurer$96,6780.06%

The full Part VII table lists every officer, director, trustee and key employee named on the filing, with hours and the same summed total. Compensation is reported for the calendar year ending within the fiscal year, per the Form 990.

Board and Governance - Fiscal 2025

Board and policy answers as reported on the fiscal-2025 Form 990, filed May 14, 2026.

Board Roster - as Reported on the Fiscal-2025 Form 990

5 voting members, 2 independent - independence count as reported on the fiscal-2025 Form 990.

Name, as ReportedRole, as Reported
Erika B Rudin-Luria See Sch OTrustee
Mozelle JacksonTreasurer Until 3/19/25
Abigail LevinSecretary
Stephen H Hoffman See Sch OTrustee And President
Kari BlumenthalTreasurer As Of 3/19/25
Jehuda Reinharz See Sch OTrustee
Barry ReisAsst Treasurer Until 1/3/25
Kathryn PalusAsst Treasurer
Dan A PolsterTrustee And VP
Charles Horowitz RatnerTrustee

Governance Policy Flags - Fiscal 2025

Conflict of Interest PolicyYes - Reported
Whistleblower PolicyYes - Reported
Document Retention PolicyYes - Reported
Audited Financial StatementsYes - Reported
Audit CommitteeYes - Reported
Board Size and Independence5 voting / 2 independent

Flags report what the organization answered on the Form 990. A Yes means the policy was reported on the filing; it is not an outside review of how the policy works in practice.

Grants - Fiscal 2025

Grants Made - Fiscal 2025

This organization reported $138,700,357 in grants paid in fiscal 2025.

Recipient, as ReportedAmount
Adamah
CAMPUS NETWORK PROGRAM
$200,000
American Jewish Joint Distribution Committee
HUMANITARIAN NEEDS IN UKRAINE
$3,750,000
Bellefaire Jewish Childrens Bureau
STAFF TRAINING
$65,000
Bnai Brith Youth Organization Inc
ANNUAL INTERNATIONAL CONVENTION FOR FIVE YEARS
$9,000,000
Brandeis University
JACK, JOSEPH AND MORTON MANDEL CENTER FOR THE HUMANITIES
$400,000
Case Western Reserve University
JACK, JOSEPH AND MORTON MANDEL SCHOOL OF APPLIED SOCIAL SCIENCES
$2,250,000
Cleveland Institute Of Art
OPERATING SUPPORT
$135,000
Cleveland Metroparks System
CONSTRUCTION OF THE PATRICK S. PARKER COMMUNITY SAILING CENTER
$500,000
Cleveland Museum Of Natural History
SUPPORT FOR THE MANDEL COMMUNITY DAYS PROGRAM
$1,400,000
Cuyahoga Community College Foundation
STUDENT EMERGENCY FUND AND WORKS READINESS FUND
$200,000
Foundation For Jewish Camp Inc
TEACHING ISRAEL AT CAMP PROGRAM (HAYOM)
$300,000
Hebrew Academy Of Cleveland
TAYLOR ROAD CAMPUS REHABILITATION PROJECT
$1,000,000
Jerusalem Foundation Inc
SCHOLARSHIPS AND RENOVATIONS
$3,610,000
Jewish Community Centers Association Of North America
MANDEL CENTER FOR JEWISH EDUCATION - KIVUNIM COHORT
$297,653
Jewish Federation Of Cleveland
COMMISSION ON JEWISH CONTINUITY, MANDEL LEADERSHIP EXCELLENCE CENTER, 2025 CAMPAIGN FOR JEWISH NEEDS, COMMUNITY SECURITY INITIATIVE, ISRAEL EMERGENCY RELIEF, RESOURCE CENTER FOR JEWISH EDUCATION, CAPITAL SUPPORT AND HOUSING SUB, FUND UNFUNDED PENSION LIABILITY
$40,006,000
Jewish Federation Of Palm Beach County Inc
ANNUAL CAMPAIGN AND CENTER FOR LEADERSHIP DEVELOPMENT
$1,100,000
Jewish Federations Of North America Inc
JAFI TO SUPPORT SHINSHINIM, JAFI PLANNING AND INFRASTRUCTURE DEVELOPMENT FOR THE PRESIDENT'S COUNCIL, JAFI ETHIOPIAN INTEGRATION, ISRAEL EMERGENCY, JAFI SCHOLARSHIPS, JEWISH PEOPLE POLICY INSTITUTE, REGROW ISRAEL
$28,518,900
Joseph And Florence Mandel Jewish Day School
CAPITAL EXPANSION PROJECT
$1,000,000
Jpro Network
JPRO CONFERENCE
$150,000
Leading Edge Alliance Inc
SUPPORT FOR THE JEWISH TALENT PLATFORM
$2,000,000
M2 The Institute For Experiential Jewish Education
SUPPORT FOR THE NEW PROFESSIONALS INSTITUTE
$970,000
Maccabi USA Inc
SUPPORT OPEN ATHELTES AT THE MACCABIAH
$1,008,000
Mandel Jewish Community Center Of The Palm Beaches
PRESCHOOL EDUCATORS AND TEEN ENGAGEMENT
$525,000
Mem Global
JEWISH LEARNING COLLABORATIVE SUPPORT
$875,000
Midtown Cleveland
ANNUAL SUPPORT
$75,000
Musical Arts Association
EXPANDED COMMUNITY OUTREACH
$9,000,000
Neighborhood Progress Inc
SUPPORT THE CDC ADVANCEMENT AND RESILIENCE INITIATIVE
$500,000
Northeast Ohio Hispanic Center For Economic Development
CENTROVILLA 25
$350,000
Partnership For Inner-City Education
OPERATING SUPPORT FOR ST CLAIR SUPERIOR SCHOOLS
$600,000
Secure Community Network Inc
SECURITY OPERATIONS AND THE PROTECHT PARTNERSHIP
$17,000,000
Struggle To Save Ethiopian Jewry
OPERATING SUPPORT
$1,500,000
The Centers
HOPE CAMPUS AND WELCOME CENTER IN PARTNERSHIP WITH CUYAHOGA COUNTY
$1,000,000
United Way Of Greater Cleveland
ANNUAL CAMPAIGN
$1,150,000
Vilna Shul Boston Center For Jewish Culture Inc
GENERAL OPERATING SUPPORT
$300,000
Young Judea Global Inc
EMERGENCY SUPPORT
$500,000
Zionist Rabbini Coalition Inc
SUPPORT THE ANNUAL ZIONIST RABBINIC COALITION CONFERENCE
$150,000

Trend - Revenue

Years are shown only where a filing is held. Missing years are absent, never filled in.

FY24 FY25
Revenue, fiscal 2024 to fiscal 2025 - the two years held on this record.
Fiscal YearRevenueChange
Fiscal 2024 (Prior-Year Column on the Fiscal-2025 Filing)$161,637,489-
Fiscal 2025$168,250,145+4.1%

This table grows to a 10-year view (revenue, expenses, net assets and top pay) as earlier filings for this organization are added to the record. Missing years are absent, never filled in.

Filings on Record

Tax PeriodFormStatusSource
Jul 1, 2024 - Jun 30, 2025Form 990In Force - Filed May 14, 2026Original Filing at the IRS

If an amended return is filed, the newest amended return supersedes the earlier one and the table marks which filing is in force.

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