Up 4.1% from $161,637,489 in fiscal 2024.
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: 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.
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.
Revenue minus expenses: $13,462,966 in fiscal 2025.
$138,800,357 of $154,787,179 went to program services.
Total assets $3,348,099,726 minus total liabilities $93,682,886.
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.
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
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
| Source | Fiscal 2025 |
|---|---|
| Total Contributions | $0 |
| Program Service Revenue | $0 |
| Investment Income | $167,628,198 |
| Other Revenue | $621,947 |
| Total Revenue (All Sources) | $168,250,145 |
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
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 Assets | 2.8% |
| 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 Reported | Total Pay - Fiscal 2025 | Share of Expenses |
|---|---|---|
| Erika B Rudin-Luria See Sch O - Trustee | $858,267 | 0.55% |
| Mozelle Jackson - Treasurer Until 3/19/25 | $340,473 | 0.22% |
| Abigail Levin - Secretary | $220,300 | 0.14% |
| Stephen H Hoffman See Sch O - Trustee And President | $208,174 | 0.13% |
| Kari Blumenthal - Treasurer As Of 3/19/25 | $183,816 | 0.12% |
| Jehuda Reinharz See Sch O - Trustee | $171,810 | 0.11% |
| Barry Reis - Asst Treasurer Until 1/3/25 | $144,758 | 0.09% |
| Kathryn Palus - Asst Treasurer | $96,678 | 0.06% |
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 Reported | Role, as Reported |
|---|---|
| Erika B Rudin-Luria See Sch O | Trustee |
| Mozelle Jackson | Treasurer Until 3/19/25 |
| Abigail Levin | Secretary |
| Stephen H Hoffman See Sch O | Trustee And President |
| Kari Blumenthal | Treasurer As Of 3/19/25 |
| Jehuda Reinharz See Sch O | Trustee |
| Barry Reis | Asst Treasurer Until 1/3/25 |
| Kathryn Palus | Asst Treasurer |
| Dan A Polster | Trustee And VP |
| Charles Horowitz Ratner | Trustee |
Governance Policy Flags - Fiscal 2025
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 Reported | Amount |
|---|---|
| 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.
| Fiscal Year | Revenue | Change |
|---|---|---|
| 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 Period | Form | Status | Source |
|---|---|---|---|
| Jul 1, 2024 - Jun 30, 2025 | Form 990 | In Force - Filed May 14, 2026 | Original 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.