2025-11-14T08:18:12-07:00 2024-12-31 990 2024-01-01 341832698 SISTERS OF CHARITY FOUNDATION OF CLEVELAND SIST 2166965560 2475 E 22nd Street Cleveland OH 44115 Melissa Rogers Assistant Treasurer 2166965560 2025-11-15 1 2024 2025-03-06 01:10:19Z Marisa Rohn 2475 E 22nd ST Cleveland OH 44145 25832423 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 283948 340410 0 0 5071334 2646875 0 0 5355282 2987285 2228367 1895545 0 0 1099628 432615 38000 0 0 1330241 499800 4696236 2827960 659046 159325 55739333 54939123 798880 417455 54940453 54521668 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 children living in poverty. We strive to reduce homelessness, support the ministries of Catholic Sisters and resolve health and educational disparities for individuals and families in Cleveland's Central Neighborhood. 0 0 2309460 1895545 340410 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 living in poverty. The Foundation works to end health disparities and improve educational opportunities in Cuyahoga County, address homelessness and support congregations of women religious. 383350 0 0 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 2692810 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 17 0 1 0 0 0 0 0 0 0 0 0 X 9 8 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 0 0 X X Sondra Haye 2166965560 2475 E 22nd Street Cleveland OH 44115 Melissa J Rogers Assistant Treasurer 1 40 X 0 349550 66155 Susanna H Krey Former President 0 0 X 0 348235 22500 Janice Murphy Board Member (through July 31) 1 40 X 0 307000 36750 Marisa Rohn Interim President 8 32 X 0 257630 31000 Sr Marian Durkin CSA Board Member 1 0 X 0 0 0 Forrest Faison MD Board Member 1 0 X 0 0 0 Sean Hennessy Treasurer 1 0 X X 0 0 0 Aaron OBrien Board Chair 1 0 X 0 0 0 Grace Roberts 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 1262415 156405 4 1 1 0 0 0 0 0 0 0 340410 0 340410 0 873585 873585 0 0 0 0 0 0 0 0 0 0 0 0 24618428 0 22845138 0 1773290 0 1773290 0 0 1773290 0 0 2987285 873585 0 1773290 1895545 1895545 0 0 0 0 0 0 10000 8000 2000 0 0 0 0 0 313605 250985 62620 0 23905 19125 4780 0 58425 46740 11685 0 26680 21345 5335 0 0 0 0 0 26315 0 26315 0 0 0 0 0 0 0 0 0 0 0 204865 204865 0 0 3790 3790 0 0 18920 18920 0 0 8280 8280 0 0 30645 24515 6130 0 0 0 0 0 71695 57355 14340 0 3540 3540 0 0 0 0 0 0 2915 2915 0 0 0 0 0 0 0 0 0 0 1130 0 1130 0 0 0 0 0 Consulting 126890 126890 0 0 815 0 815 0 2827960 2692810 135150 0 0 0 292000 410828 0 0 0 0 0 0 0 0 0 0 0 0 8100 0 1132 55438101 54528295 0 0 0 0 0 0 0 0 55739333 54939123 262161 56072 99458 21958 437261 339425 0 0 0 0 0 0 0 0 0 0 0 0 798880 417455 X 54275012 53733298 665441 788370 54940453 54521668 55739333 54939123 X 159325 4982890 0 0 0 -5561000 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 160210 0 9325 7500 0 0 162035 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 0 1 0 0 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 1000 Ties 1420 Richmond Rd APT M5 Lyndhurst OH 44124 851072939 501 ( c)(3) 15000 Book Responsive A Place 4 Me Collaborative 4100 Franklin Blvd Cleveland OH 44113 920724183 501 ( c)(3) 185000 Housing Americans Making Immigrants Safe PO Box 18558 Cleveland Heights OH 44118 833824896 501 ( c)(3) 15000 Responsive Case Western Reserve University 10900 Euclid Avenue Cleveland OH 44106 341018992 501 ( c)(3) 15000 Health Catholic Charities Corporation 7911 Detroit Ave Cleveland OH 44102 341318541 501 ( c)(3) 20000 Responsive Centering Space 14812 Lake Avenue Lakewood OH 44107 920776625 501 ( c)(3) 30000 Religious Communities Cleveland Culinary Launch Inc 2800 Euclid Ave Cleveland OH 44115 822813628 501 ( c)(3) 15000 Responsive Cleveland Sews 1445 E 47th Street Cleveland OH 44103 340714756 501 ( c)(3) 6000 Discretionary General Cleveland Transformation Alliance 1240 Huron Road East Suite 400 Cleveland OH 44115 462115716 501 ( c)(3) 25000 Collaborative Relationship & Community Efforts Coalition on Homelessness and Housing in Ohio 175 South Third Street Suite 580 Columbus OH 43215 311189029 501 ( c)(3) 80000 Housing Community of Hope 2121 Euclid Ave Cleveland OH 44115 824611655 501 ( c)(3) 25000 Housing Doors of Hope Geauga PO Box 603 Newbury OH 44065 863316036 501 ( c)(3) 10000 Responsive East 66 St Services Inc previously na Neighborhood Connections 6601 Euclid Avenue Cleveland OH 44103 300096415 501 ( c)(3) 30000 Health Enterprise Community Partners Inc 812 Huron Road East 880 Cleveland OH 44115 521231931 501 ( c)(3) 130000 Housing Environmental Health Watch 4600 Euclid Ave Suite 322 Cleveland OH 44103 341443935 501 ( c)(3) 52000 Health Esperanza Threads 1370 West 69 St Cleveland OH 44102 341921602 501 ( c)(3) 30000 Responsive Family Connections of Northeast Ohio 11201 Shaker Blvd Suite 301 Cleveland OH 44104 341696816 501 ( c)(3) 84000 Collaborative Relationship & Community Efforts Family Promise of Greater Cleveland 3470 East 152nd St Cleveland OH 44120 341598710 501 ( c)(3) 15000 Responsive Funders Together to End Homelessness 89 South Street Suite 603 Boston MA 02111 273033048 501 ( c)(3) 61000 Discretionary General HFLA of Northeast Ohio 23300 Chagrin Blvd Suite 204 Beachwood OH 44122 340281800 501 ( c)(3) 10000 Responsive House of Champions 2059 West 47th St Cleveland OH 44102 462613015 501 ( c)(3) 30000 Responsive Humility of Mary Housing 2251 Front Street Suite 210 Cuyahoga Falls OH 44221 251592420 501 ( c)(3) 15000 Responsive Interfaith Wellness 105 Main Street PO Box 582 Irvine KY 40336 311557009 501 ( c)(3) 30000 Responsive Joseph and Marys Home 2412 Community College Ave Cleveland OH 44115 341901676 501 ( c)(3) 30000 Responsive Joseph House of Cleveland Inc 6108 St Clair Avenue Cleveland OH 44103 341865511 501 ( c)(3) 15000 Responsive Light of Hearts Villa 283 Union St Bedford OH 44146 341619270 501 ( c)(3) 30000 Responsive Men and Women of Central 1942 East 85th street Cleveland OH 44106 812573240 501 ( c)(3) 15000 Responsive OhioGuidestone 343 West Bagley Road 4th Floor Berea OH 44017 340720558 501 ( c)(3) 67500 Collaborative Relationship & Community Efforts Project HOPE of Cleveland Inc 10932 St Clair Avenue Cleveland OH 44108 800241946 501 ( c)(3) 6000 Responsive Providence House 2050 West 32nd Street Cleveland OH 44113 341336325 501 ( c)(3) 10000 Responsive Regina Health Center 5232 Broadview Road Richfield OH 44286 341722394 501 ( c)(3) 31000 Responsive Reverse RideAlong 1246 East 101st Street Cleveland OH 44108 992693603 501 ( c)(3) 50000 New Opportunities RidAll Foundation 25411 Tryon Rd Oakwood Village OH 44146 900511047 501 ( c)(3) 50000 Health Sisters of Notre Dame of the United States Immaculate Conception Province 13000 Auburn Rd Chardon OH 44024 340714382 501 ( c)(3) 20000 Religious Communities St Aloysius Church and School 10932 St Clair Ave Cleveland OH 44108 340805309 501 ( c)(3) 15000 Responsive The Literacy Cooperative 1422 Euclid Ave Suite 248 Cleveland OH 44115 900453660 501 ( c)(3) 15000 Collaborative Relationship & Community Efforts Thrive for Change 11002 Detroit Avenue Cleveland OH 44102 870872533 501 ( c)(3) 8000 Responsive Trials for Hope 4321 Bridge Avenue Cleveland OH 44113 464411874 501 ( c)(3) 10000 Responsive Trustees of Boston College 140 Commonwealth Ave Chestnut Hill MA 02467 042103545 501 ( c)(3) 30000 Religious Communities University Settlement 4800 Broadway Ave Cleveland OH 44127 340714776 501 ( c)(3) 6000 Discretionary General Ursuline Piazza 7801 Detroit Avenue Cleveland OH 44102 371655740 501 ( c)(3) 20000 Responsive West Side Catholic Center 3135 Lorain Avenue Cleveland OH 44113 341244687 501 ( c)(3) 15000 Responsive Women Religious Archives Collaborative 2475 E 22nd St Cleveland OH 44115 882485236 501 ( c)(3) 202500 Religious Communities Zelies Home PO Box 25612 Garfield Heights OH 44125 851358110 501 ( c)(3) 15000 Responsive 44 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. 1 0 0 0 0 0 0 1 0 Janice Murphy Board Member (through July 31) 0 295875 0 0 0 11125 0 29250 0 7500 0 343750 0 Melissa J Rogers Assistant Treasurer 0 346085 0 0 0 3465 0 34655 0 31500 0 415705 0 Susanna H Krey Former President 0 0 0 0 0 348235 0 0 0 22500 0 370735 0 Marisa Rohn Interim President 0 220800 0 36200 0 650 0 19800 0 11200 0 288650 0 Schedule J, Part I, Line 4 As former President of the Sisters of Charity Foundation of Cleveland, Susanna Krey received severance pay in 2024. Schedule J, Part I, Line 7 Marisa Rohn, Interim Executive Director, served in a dual role as President of Sisters of Charity Foundation of Canton, a related organization, in 2024. She was awarded a bonus from this organization based on achievement of performance goals. She was also awarded additional compensation for her interim role in Cleveland. 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 powers 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 The Form 990 was prepared by management. A draft copy was made available to the board 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 Equity transfer to Member 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 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 0 0 1 1 0 0 0