2024-11-13T08:57:56-07:00 2023-12-31 990 2023-01-01 341832698 SISTERS OF CHARITY FOUNDATION OF CLEVELAND SIST 2166965560 2475 E 22nd Street Cleveland OH 44115 Melissa Rogers Assistant Treasurer 2166965560 2024-11-13 1 2023 2024-10-15 13:58:12Z Marisa Rohn 2475 E 22nd St Cleveland OH 44115 19718327 0 0928 X www.socfcleveland.org X 1995 OH To support the mission and ministry of the Sisters of Charity of St. Augustine by addressing the needs of the poor and underserved through programs that promote health, education, and social services. 9 8 0 0 0 0 698704 283948 0 0 5976222 5071334 0 0 6674926 5355282 2147880 2228367 0 0 1370757 1099628 22000 38000 38000 1671968 1330241 5212605 4696236 1462321 659046 69913786 55739333 493773 798880 69420013 54940453 Rooted in our faith, as a ministry of the Sisters of Charity of St Augustine,the Sisters of Charity Foundation of Cleveland (SCFC) works to improve the lives of those most in need with special attention to families and women and children living in poverty. We strive to end homelessness; support the ministries of Catholic Sisters and resolve health and educational disparities for individuals and families in Cleveland's Central Neighborhood. 0 0 3736510 2196367 0 Through grantmaking, collaboration, advocacy and more, the Sisters of Charity Foundation of Cleveland works to improve the lives of those most in need with special attention to families, women and children living in poverty. The Foundation works to end health disparities and improve educational opportunities in Cuyahoga County. As a Catholic organization, the Foundation extends the values of Jesus Christ through the mission of its founders - the Sisters of Charity of St. Augustine - and also works to sustain the ministries of women religious. 435451 32000 0 The SCFC works to improve educational opportunities in Cleveland's Central Neighborhood. SCFC is the lead convener of the Cleveland Central Promise Neighborhood which is a collective impact initiative that works to transform the educational and developmental outcomes of children and families in the Central Neighborhood. Promise develops an environment and culture where families feel supported so their children can achieve academic, and ultimately, career success. Promise operates with Central residents at the forefront, believing they are the ones who have the biggest impact in leading their neighborhood. Promise engages residents by providing leadership training, resource information, and tools to support them in connecting and sharing with their neighbors those opportunities that provide quality learning for their children. Promise also partners with the nonprofits, early childhood care providers, schools, public housing, libraries, and businesses that provide direct resources to families to ensure their effectiveness through communication and collaboration. It also seeks to identify gaps that can be filled by these partners or others. 0 0 0 4171961 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 1 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 27 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 8 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 X X Sondra Haye 2166965560 2475 E 22nd Street Cleveland OH 44115 Janice Murphy Board Member 1 40 X 0 605995 55700 Melissa J Rogers Assistant Treasurer 1 40 X 0 460450 80020 Susanna H Krey President* thru 6/23/2023 20 20 X 0 411615 63040 Marisa Rohn Interim President effictive 7/2023 16 24 X 0 213735 33990 Woodrow Whitlow PhD Chair 1 0 X X 0 0 0 Joseph Gibbons First Vice Chair 1 0 X X 0 0 0 Debra Green Second Vice Chair 1 0 X X 0 0 0 Marty Rodriguez Treasurer 1 0 X X 0 0 0 Tara Lavelle Secretary 1 0 X X 0 0 0 Jacqueline Dalton Board Member 1 0 X 0 0 0 Sr Marian Durkin CSA Board Member 1 0 X 0 0 0 Forrest Faison MD Board Member 1 0 X 0 0 0 Robyn Gordon Board Member 1 0 X 0 0 0 Karen Kleinhenz Board Member 1 0 X 0 0 0 Sean Hennessy Board Member 1 0 X 0 0 0 Aaron OBrien Board Member 1 0 X 0 0 0 Grace Roberts Board Member 1 0 X 0 0 0 Angel Rodriguez Board Member 1 0 X 0 0 0 Dr Lynn Singer Board Member 1 0 X 0 0 0 Simone Swanson Board Member 1 0 X 0 0 0 Dr E Harry Walker Board Member 1 0 X 0 0 0 Robert Belden Board Member 1 0 X 0 0 0 Sr Susan Durkin OSU Board Member 1 0 X 0 0 0 Tari Rivera Board Member 1 0 X 0 0 0 0 1691795 232750 0 0 1 0 0 0 0 0 0 0 283948 0 283948 0 917640 0 0 917640 0 0 0 0 0 0 0 0 0 0 18516739 0 14363045 0 4153694 0 4153694 0 0 4153694 0 0 5355282 0 0 5071334 2228367 2228367 205807 154356 51451 0 667999 601199 66800 64475 56093 8382 100695 87605 13090 60652 52767 7885 5112 5112 38000 38000 308594 308594 0 32272 32272 0 7977 5983 1994 23499 21149 2350 71325 64192 7133 3390 3390 0 0 25844 25844 0 9910 7928 1982 2346 2346 Member Assessment 463680 347760 115920 Accrued Severance 200000 0 200000 0 Consulting 85808 85808 0 Program Activities - Special Activities 64319 64319 0 26165 24335 1830 4696236 4171961 486275 38000 0 0 390438 292000 0 0 0 0 0 0 0 0 0 0 0 0 3965 8100 119579 118447 11041 1132 69508342 55438101 0 0 0 0 0 0 0 0 69913786 55739333 129315 262161 149458 99458 215000 437261 0 0 0 0 0 0 0 0 0 0 0 0 493773 798880 X 68816815 54275012 603198 665441 69420013 54940453 69913786 55739333 X 659046 5861394 0 0 0 -21000000 X 0 1 X 1 0 X X 1 Sisters of Charity of Saint Augustine 340714763 1 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 155147 0 12841 7778 0 0 160210 193979 0 -30805 8027 0 0 155147 191781 0 10071 7873 0 0 193979 183020 0 16597 7836 0 0 191781 171111 0 19646 7737 0 0 183020 0 1 0 0 0 0 0 0 0 0 0 0 0 23441 22926 515 0 2193 2193 0 0 93945 93328 617 1132 0 0 X Schedule D, Part V, Line 4 The Foundation has 2 endowment funds: #1 Eppley Fund - The George and Ann Eppley Fund was established in 1976 and provides an annual grant to a local Catholic High School for tuition support. #2 Haas Fund - The Haas Fund was founded in 1993 and provides one grant per year on an alternating basis to either Urban Community School or the Front Steps Housing Service. Schedule D, Part X, Line 2 The Organization is generally exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code. Accordingly, no income taxes have been provided for in the accompanying consolidated financial statements. Certain entities are for-profit and are subject to income tax. The Organization believes that there is appropriate support for any tax positions taken, and, as such, do not have any uncertain tax positions that are material to the consolidated financial statements. 1 Raising Results LLC P O Box 23195 Chagrin Falls OH 44023 Fundraising Consulting for the Promise Neighborhood Program 0 0 38000 -38000 0 38000 -38000 All States 1 A Place 4 Me Collaborative 4100 Franklin Blvd Cleveland OH 44113 920724183 501(c)(3) 154000 0 Book NA Housing Youth Homelessness A Way Home America 89 South St Suite 700 Boston MA 02111 042261109 501(c)(3) 25000 0 Book NA Housing Policy Archives and Special Collections Santa Clara University 500 El Camino Real SCU Library Santa Clara CA 95053 941156617 501(c)(3) 30000 0 Book NA Catholic Sisters Blessing House 6115 Olivet Ave Elyria OH 44035 300130029 501(c)(3) 10000 0 Book NA Catholic Sisters Saint Ann Legacy Burten Bell Carr Development Inc 7201 Kinsman Road Suite 104 Cleveland OH 44104 341657533 501(c)(3) 30000 0 Book NA Collaborative Relationship and Community Effort Grants Campus District Inc 1717 Euclid Ave Cleveland OH 44115 341387460 501(c)(3) 35000 0 Book NA Collaborative Relationship and Community Effort Grants Case Western Reserve University 10900 Euclid Avenue Cleveland OH 44106 341018992 501(c)(3) 30000 0 Book NA Health Catholic Worker Akron 838 Princeton St Akron OH 44311 300082467 501(c)(3) 10000 0 Book NA Catholic Sisters Saint Ann Legacy Centering Space 14812 Lake Avenue Lakewood OH 44107 920776625 501(c)(3) 20000 0 Book NA Catholic Sisters Childrens Defense Fund Ohio 395 E Broad Street Suite 330 Columbus OH 43215 520895622 501(c)(3) 30000 0 Book NA Health Policy Cleveland Transformation Alliance 1240 Huron Road East Suite 400 Cleveland OH 44115 462115716 501(c)(3) 25000 0 Book NA Collaborative Relationship and Community Effort Grants Coalition on Homelessness and Housing in Ohio 175 South Third Street Suite 580 Columbus OH 43215 311189029 501(c)(3) 45000 0 Book NA Housing Policy Collaboration Station 4614 Prospect Avenue Suite 325 Cleveland OH 44103 020574567 501(c)(3) 6000 0 Book NA Health Collaborative to End Human Trafficking 2515 Jay Avenue Unit 102 Cleveland OH 44113 472400588 501(c)(3) 12500 0 Book NA Catholic Sisters Saint Ann Legacy Community of Hope 2121 Euclid Ave Cleveland OH 44115 824611655 501(c)(3) 25000 0 Book NA Housing Youth Homelessness East 66 St Services Inc 6601 Euclid Avenue Cleveland OH 44103 300096415 501(c)(3) 40000 0 Book NA Health EDEN Inc 7812 Madison Ave Cleveland OH 44102 341667990 501(c)(3) 8500 0 Book NA Housing Enterprise Community Partners Inc 812 Huron Road East 880 Cleveland OH 44115 521231931 501(c)(3) 250000 0 Book NA Housing Environmental Health Watch 4600 Euclid Ave Suite 322 Cleveland OH 44103 341443935 501(c)(3) 275000 0 Book NA Health Esperanza Threads 1370 West 69 St Cleveland OH 44102 341921602 501(c)(3) 20000 0 Book NA Catholic Sisters Saint Ann Legacy Family Connections of Northeast Ohio 11811 Shaker Blvd Suite 2020 Cleveland OH 44120 341696816 501(c)(3) 67000 0 Book NA Collaborative Relationship and Community Effort Grants Fund for Our Economic Future 4415 Euclid Ave Suite 203 Cleveland OH 44103 270606927 501(c)(3) 37000 0 Book NA Collaborative Relationship and Community Effort Grants Funders Together to End Homelessness 89 South Street Suite 603 Boston MA 02111 273033048 501(c)(3) 40000 0 Book NA Housing Policy Greater Cleveland Neighborhood Centers Association 1814 East 40th Street Suite 4 D Cleveland OH 44103 340714688 501(c)(3) 25000 0 Book NA Collaborative Relationship and Community Effort Grants Health Policy Institute of Ohio 140 East Town Street 1000 Columbus OH 43215 300186863 501(c)(3) 50000 0 Book NA Health Policy Heritage and Research Center at Saint Marys 405 Bertrand Hall Notre Dame IN 46556 844694201 501(c)(3) 30000 0 Book NA Catholic Sisters House of Champions 2059 West 47th St Cleveland OH 44102 462613015 501(c)(3) 6000 0 Book NA Catholic Sisters Josephs Home 2412 Community College Ave Cleveland OH 44115 341901676 501(c)(3) 13500 0 Book NA Collaborative Relationship and Community Effort Grants Lakewood Catholic Academy 14808 Lake Avenue Lakewood OH 44107 202143142 501(c)(3) 8000 0 Book NA Catholic Sisters Saint Ann Legacy Light of Hearts Villa 283 Union St Bedford OH 44146 341619270 501(c)(3) 10100 0 Book NA Collaborative Relationship and Community Effort Grants Men and Women of Central 1942 East 85th street Cleveland OH 44106 812573240 501(c)(3) 6000 0 Book NA Collaborative Relationship and Community Effort Grants OhioGuidestone 343 West Bagley Road 4th Floor Berea OH 44017 340720558 501(c)(3) 52000 0 Book NA Collaborative Relationship and Community Effort Grants Philanthropy Ohio 500 South Front Street Ste 900 Columbus OH 43215 311111842 501(c)(3) 34109 0 Book NA Health Policy Regina Health Center 5232 Broadview Road Richfield OH 44286 341722394 501(c)(3) 15000 0 Book NA Collaborative Relationship and Community Effort Grants Rid All Foundation 25411 Tryon Rd Oakwood Village OH 44146 900511047 501(c)(3) 50000 0 Book NA Health Saint Martin de Porres High School 6202 St Clair 3 Cleveland OH 44103 522401852 501(c)(3) 10000 0 Book NA Collaborative Relationship and Community Effort Grants Sisters of Charity Health System 2475 E 22nd Street Cleveland OH 44115 341379356 501(c)(3) 30000 0 Book NA Health St Aloysius Church School 10932 St Clair Ave Cleveland OH 44108 340805309 501(c)(3) 20000 0 Book NA Catholic Sisters Saint Ann Legacy St Vincent Charity Health Campus 2475 East 22nd St Cleveland OH 44115 341379356 501(c)(3) 75000 0 Book NA Health The City Club of Cleveland 850 Euclid Avenue Cleveland OH 44114 340144897 501(c)(3) 19000 0 Book NA Collaborative Relationship and Community Effort Grants The Literacy Cooperative 1422 Euclid Ave Suite 248 Cleveland OH 44115 900453660 501(c)(3) 25000 0 Book NA Collaborative Relationship and Community Effort Grants The Math Movement PO Box 201171 Shaker Heights OH 44120 863378622 501(c)(3) 15000 0 Book NA Collaborative Relationship and Community Effort Grants Trustees of Boston College 140 Commonwealth Ave Chestnut Hill MA 02467 042103545 501(c)(3) 30000 0 Book NA Catholic Sisters Ursuline Piazza 7801 Detroit Avenue Cleveland OH 44102 371655740 501(c)(3) 25000 0 Book NA Catholic Sisters Values In Action Foundation 6700 Beta Drive Suite 120 Mayfield OH 44143 341795459 501(c)(3) 10000 0 Book NA Collaborative Relationship and Community Effort Grants Women Religious Archives Collaborative 2475 E 22nd St Cleveland OH 44115 882485236 501(c)(3) 133000 0 Book NA Catholic Sisters Youth Opportunities Unlimited 1228 Euclid Avenue Suite 200 Cleveland OH 44115 341381135 501(c)(3) 20000 0 Book NA Collaborative Relationship and Community Effort Grants YWCA Greater Cleveland 4019 Prospect Ave Cleveland OH 44103 340714800 501(c)(3) 140000 0 Book NA Housing Youth Homelessness 48 0 Schedule I, Part I, Line 2 The Sisters of Charity Foundation of Cleveland begins its' grant award process by reviewing grant proposals to ensure that Foundation guidelines are met for mission, geographic area, program area and population served. Required documents from potential grantees include audited financial statements, IRS determination letter, and IRS Form 990. After initial verification has taken place a program/grant manager is assigned to each proposal. Additionally, site visits are conducted with a representative from the organization and a narrative is completed for the distribution/grant committee. All proposals are then carefully reviewed by staff and the distribution/grant committee to identify those applicants that best serve the Foundations' mission and analyze proposed budgets to fulfill its' mission as stewards of the Foundation funds. Once the selection process is complete, grantees are monitored through site visits to ensure proper use of funds. Periodic reports and budget information are required and reviewed for consistency and adherence to the program goals and objectives. At the end of the grant period, closed grant/final evaluation reports are completed and reviewed by the program office/grants manager for compliance with the grant agreement. These evaluations are used as an internal document for future spending requests. X 1 1 0 0 0 0 0 1 0 Susanna H Krey President* thru 6/23/2023 0 239945 0 0 0 171670 0 43500 0 19540 0 474655 0 0 Melissa J Rogers Assistant Treasurer 0 455930 0 0 0 4520 0 53700 0 26320 0 540470 0 0 Janice Murphy Board Member 0 594870 0 0 0 11125 0 53700 0 2000 0 661695 0 0 Marisa Rohn Interim President effictive 7/2023 0 204468 0 8847 0 420 0 23690 0 10300 0 247725 0 0 Schedule J, Part I, Line 4 SCHS Executive Staff were eligible for a distribution through a non-qualified retirement plan (SERP) in 2023. In 2023 they received $20,500. Sue Krey received severance in 2023. Schedule J, Part I, Line 7 The Foundation President and Staff are eligible for an annual bonus when meeting specified targets. Foundation board approves the bonus. Form 990, Part I, Line 5 All employees of the Sisters of Charity Foundation of Cleveland (SCFC) are paid by the Sisters of Charity Health System (SCHS), EIN 34-1379356. Form 990, Part VI, Section A, Line 6 The Sisters of Charity Health System (SCHS) is the sole member of the Sisters of Charity Foundation of Cleveland (SCFC). Reserved power of the member include the power and authority to borrow or lend money, the purchase and sale of certain property, the appointment and renewal of the Code of Regulations and Articles of Incorporation, the election of directors, and the determination of the corporate philosophy. Form 990, Part VI, Section A, Line 7a Same explanation as line 6. Form 990, Part VI, Section A, Line 7b Same explanation as lines 6 and 7a. Form 990, Part VI, Section A, Line 8a Minutes are taken at all board and committee meetings and are included in the board packet for each meeting. Form 990, Part VI, Section B, Line 11b SCFC's form 990 was prepared by management. A draft copy was made available to all board members prior to the filing date. Form 990, Part VI, Section B, Line 12c Conflicts of Interest are addressed via annual questionnaires given to all directors, officers, and key employees. They are reviewed by the General Counsel of the Health System. Form 990, Part VI, Section B, Line 15 For entity officers who are paid by SCHS, the SCHS Executive Committee functions as a compensation committee of the Board, which reviews compensation for the CEO, Officers, and Key Employees. Information provided to the committee includes salary, bonus and incentive compensation, and other benefits. SCHS also utilizes an outside consultant which provides market data for similar positions at other organizations. Foundation compensation is the responsibility of the Foundation Board. All Foundation Board actions are subject to review by the member. Form 990, Part VI, Section C, Line 19 SCFC makes its' governing documents, conflict of interest policy, and financial statements available upon request. Form 990, Part XI, Line 9 In 2023 Net Assets of $21M were transferred from the Sisters of Charity Foundation of Cleveland to its' sole member the Sisters of Charity Health System. Sisters of Charity Foundation of SC (SCFSC) 2711 Middleburg Drive Suite 115 Columbia SC 29204 570708391 Charitable Org SC 501(c)(3) 12a SCHS 1 Sisters of Charity Foundation of Canton (CAF) 400 Market Ave N Suite 300 Canton OH 44702 341832697 Charitable Org OH 501(c)(3) 12a SCHS 1 SOC of St Augustine Health System (SCHS) 2475 E 22nd Street Cleveland OH 44115 341379356 Charitable Org OH 501(c)(3) 12a N/A 0 Sisters of Charity of St Augustine 5232 Broadview Road Richfield OH 44286 340714763 Religious Order OH 501(c)(3) 1 N/A 0 Healthy Learners 2749 Laurel Street Columbia SC 29204 571127197 Charitable Org SC 501(c)(3) 10 SCHS 1 Early Childhood Resource Center 1718 Cleveland Ave NW Canton OH 44703 340714462 Charitable Org OH 501(c)(3) 7 CAF 1 Joseph's Home 2412 Community College Avenue Cleveland OH 44115 341901676 Charitable Org OH 501(c)(3) 10 SCHS 1 South Carolina Center for Fathers and Families 2711 Middleburg Drive Suite 111 Columbia SC 29204 364506347 Charitable Org SC 501(c)(3) 7 SCFSC 1 Regina Health Center 5232 Broadview Road Richfield OH 44286 341722394 Retirement Home OH 501(c)(3) 10 SCHS 1 St Vincent Charity Medical Center (SVCMC) 2351 E 22nd Street Cleveland OH 44115 340714756 Hospital OH 501(c)(3) 3 SCHS 1 St Vincent Charity Development Foundation 2351 East 22nd Street Cleveland OH 44115 271602445 Charitable Org OH 501(c)(3) 12a SCVMC 1 Light of Hearts Villa 283 Union Street Bedford OH 44146 341619270 Retirement Home OH 501(c)(3) 10 SCHS 1 SCPH Legacy Corp 2475 East 22nd Street Cleveland OH 44115 570314409 Charitable Org SC 501(c)(3) 12a SCHS 1 St John Hospital 2475 E 22nd Street Cleveland OH 44115 340714504 Charitable Org OH 501(c)(3) 12a SCHS 1 St Vincent Charity Health Campus Inc 2475 East 22nd Street Cleveland OH 44115 881728967 Charitable Org OH 501(c)(3) 12a SCHS 1 St Vincent Medical Group 2351 E 22nd Street Cleveland OH 44115 341634990 Medical Services OH SVCMC C 1 SCHS Insurance Co Ltd 62 Forum Lane 3rd Floor Grand Cayman CJ KY1-1203 980679825 Insurance CJ SCHS C 1 0 1 0 0 0 0 0 0 0 0 1 0 1 0 1 1 0 0 0