Nonprofit · EIN 34-1777878
MT SINAI HEALTH CARE FOUNDATION
Tax-exempt · CLEVELAND, OH 44106
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $6,494,857 | $9,467,657 | -$2,972,800 | $189,581,658 | $10,536,828 | $179,044,830 |
| June 30, 2024 | 990 | $7,289,674 | $8,616,593 | -$1,326,919 | $189,473,279 | $18,956,942 | $170,516,337 |
| June 30, 2023 | 990 | $2,656,320 | $9,744,684 | -$7,088,364 | $173,642,018 | $14,504,306 | $159,137,712 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $34,021
- Program service revenue
- $0
- Investment income
- $6,163,386
- Net gain from sales of assets
- $2,943,180
- Other revenue
- $297,450
Expenses
- Grants and similar amounts paid
- $7,477,771
- Compensation of officers, directors and key employees
- $609,954
- Other salaries and wages
- $468,222
- Salaries, compensation and benefits (total)
- $1,237,305
- Professional fundraising fees
- $0
- Legal fees
- $18,735
- Accounting fees
- $69,315
- Occupancy
- $45,000
- Travel
- $10,043
- Depreciation
- $44,273
- Program services (functional)
- $8,614,759
- Management and general (functional)
- $852,898
Balance sheet and other
- Total assets, start of year
- $189,473,279
- Total assets, end of year
- $189,581,658
- Total liabilities, end of year
- $10,536,828
- Net assets, end of year
- $179,044,830
- Land, buildings and equipment
- $379,582
- Publicly traded securities
- $119,261,036
- Net assets without donor restrictions
- $113,206,260
- Net assets with donor restrictions
- $65,838,570
- Gross unrelated business income
- $2,181,297
- Gross receipts
- $27,158,065
- Employees
- 7
- Volunteers
- 27
- Year formed
- 1994
- State of legal domicile
- OH
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Mitchell Balk | President Officer | 40 | $409,084 | $56,719 |
| Melanie Gavin | Financial Officer Officer | 40 | $109,656 | $23,522 |
| Dan Cohn | Vice President until 7/24 Officer | 40 | $108,630 | $12,702 |
| Ira C Kaplan | Chair Trustee or director, Officer | 8 | $0 | $0 |
| James A Ratner | Vice-Chair Trustee or director, Officer | 2 | $0 | $0 |
| Beth D Rosenberg | Vice-Chair Trustee or director, Officer | 2 | $0 | $0 |
| J David Heller | Treasurer Trustee or director, Officer | 2 | $0 | $0 |
| Jeremy A Paris | Secretary Trustee or director, Officer | 2 | $0 | $0 |
| Thomas W Adler | Director Trustee or director | 2 | $0 | $0 |
| Beth W Brandon | Director Trustee or director | 2 | $0 | $0 |
| Scott S Cowen | Director Trustee or director | 2 | $0 | $0 |
| Cheryl L Davis | Director Trustee or director | 2 | $0 | $0 |
| Peter Golden Jr MD | Director Trustee or director | 2 | $0 | $0 |
| Stephen Hoffman | Director Trustee or director | 2 | $0 | $0 |
| Susan Hurwitz | Director Trustee or director | 2 | $0 | $0 |
16 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Vickie Johnson | Director Trustee or director | 2 | $0 |
| Hallie Bram Kogelschatz | Director Trustee or director | 2 | $0 |
| Shlomo Koyfman MD | Director Trustee or director | 2 | $0 |
| India Pierce Lee | Director Trustee or director | 2 | $0 |
| Mariely Luengo | Director Trustee or director | 2 | $0 |
| Darrell L McNair | Director Trustee or director | 2 | $0 |
| Amy Main Morgenstern | Director Trustee or director | 2 | $0 |
| August Napoli | Director Trustee or director | 2 | $0 |
| Judge Dan A Polster | Life Director Trustee or director | 2 | $0 |
| Susan Ratner | Life Director Trustee or director | 2 | $0 |
| Alan Rosskamm | Director Trustee or director | 2 | $0 |
| Brad Schlang | Director Trustee or director | 2 | $0 |
| Marcy L Schwartz MD | Director Trustee or director | 2 | $0 |
| Scott M Simon | Director Trustee or director | 2 | $0 |
| Jeanne K Tobin | Director Trustee or director | 2 | $0 |
| Brian Rothstein | Vice President as of 2/25 Officer | 40 | $0 |
990 for the year ended June 30, 2024: 33 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Mitchell Balk | President Officer | 40 | $393,548 | $56,238 |
| Dan Cohn | Vice President Officer | 40 | $192,000 | $19,202 |
| Melanie Gavin | Financial Officer Officer | 40 | $115,865 | $28,706 |
| Ira C Kaplan | Chair Trustee or director, Officer | 8 | $0 | $0 |
| James A Ratner | Vice-Chair Trustee or director, Officer | 2 | $0 | $0 |
| Beth D Rosenberg | Vice-Chair Trustee or director, Officer | 2 | $0 | $0 |
| J David Heller | Treasurer Trustee or director, Officer | 2 | $0 | $0 |
| Jeremy A Paris | Secretary Trustee or director, Officer | 2 | $0 | $0 |
| Thomas W Adler | Director Trustee or director | 2 | $0 | $0 |
| Richard J Bogomolny | Director Trustee or director | 2 | $0 | $0 |
| Beth W Brandon | Director Trustee or director | 2 | $0 | $0 |
| Scott S Cowen | Director Trustee or director | 2 | $0 | $0 |
| Charyl L Davis | Director Trustee or director | 2 | $0 | $0 |
| Peter Golden Jr MD | Director Trustee or director | 2 | $0 | $0 |
| Kenneth G Hochman | Director (until 6/24) Trustee or director | 2 | $0 | $0 |
| Steven Hoffman | Director Trustee or director | 2 | $0 | $0 |
| Susan Hurwitz | Director Trustee or director | 2 | $0 | $0 |
| Vickie Johnson | Director Trustee or director | 2 | $0 | $0 |
| Hallie Bram Kogelschatz | Director Trustee or director | 2 | $0 | $0 |
| Shlomo Koyfman MD | Director Trustee or director | 2 | $0 | $0 |
| India Pierce Lee | Director Trustee or director | 2 | $0 | $0 |
| Mairely Luengo | Director Trustee or director | 2 | $0 | $0 |
| Darrell L McNair | Director Trustee or director | 2 | $0 | $0 |
| Amy Main Morgenstern | Director Trustee or director | 2 | $0 | $0 |
| August Napoli | Director Trustee or director | 2 | $0 | $0 |
| Judge Dan A Polster | Life Director Trustee or director | 2 | $0 | $0 |
| Susan Ratner | Life Director Trustee or director | 2 | $0 | $0 |
| Alan Rosskamm | Director Trustee or director | 2 | $0 | $0 |
| Brad Schlang | Director Trustee or director | 2 | $0 | $0 |
| Marcy L Schwartz MD | Director Trustee or director | 2 | $0 | $0 |
| Walter S Schwartz | Director (until 6/24) Trustee or director | 2 | $0 | $0 |
| Scott M Simon | Director Trustee or director | 2 | $0 | $0 |
| Jeanne K Tobin | Director Trustee or director | 2 | $0 | $0 |
990 for the year ended June 30, 2023: 29 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MITCHELL BALK | PRESIDENT Officer | 40 | $372,346 | $67,996 |
| DAN COHN | VICE PRESIDENT Officer | 40 | $167,525 | $18,570 |
| IRA C KAPLAN | CHAIR Trustee or director, Officer | 8 | $0 | $0 |
| JAMES A RATNER | VICE-CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| BETH D ROSENBERG | VICE-CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| J DAVID HELLER | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| JEREMY A PARIS | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| THOMAS W ADLER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| RICHARD J BOGOMOLNY | DIRECTOR Trustee or director | 2 | $0 | $0 |
| BETH W BRANDON | DIRECTOR Trustee or director | 2 | $0 | $0 |
| SCOTT S COWEN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| CHERYL L DAVIS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| PETER GOLDEN JR MD | DIRECTOR Trustee or director | 2 | $0 | $0 |
| KENNETH G HOCHMAN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| STEVE HOFFMAN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| SUSAN HURWITZ | DIRECTOR Trustee or director | 2 | $0 | $0 |
| SHLOMO KOYFMAN MD | DIRECTOR Trustee or director | 2 | $0 | $0 |
| INDIA PIERCE LEE | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MAIRELY LUENGO | DIRECTOR Trustee or director | 2 | $0 | $0 |
| DARRELL L MCNAIR | DIRECTOR Trustee or director | 2 | $0 | $0 |
| AMY MAIN MORGENSTERN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| AUGUST NAPOLI | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ALAN ROSSKAMM | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MARCY L SCHWARTZ MD | DIRECTOR Trustee or director | 2 | $0 | $0 |
| WALTER S SCHWARTZ | DIRECTOR Trustee or director | 2 | $0 | $0 |
| SCOTT M SIMON | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JEANNE K TOBIN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JUDGE DAN A POLSTER | LIFE DIRECTOR Trustee or director | 2 | $0 | $0 |
| SUSAN RATNER | LIFE DIRECTOR Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 10501 EUCLID AVE SECOND FLOOR, CLEVELAND, OH 44106-2204
- In care of
- % MELANIE GAVIN
- Principal officer (990 for 2024)
- Mitchell Balk, 10501 Euclid Avenue 2nd Floor, Cleveland, OH 441062203
- Signed the 990
- Mitchell Balk, President
- Phone
- (216) 421-5500
- Website
- www.mtsinaifoundation.org
- Return prepared by
- RSM US LLP
Mission
The Mt. Sinai Health Foundation improves the health of Greater Cleveland by investing resources, convening, and collaborating - with a focus on: - Equitable health outcomes- Health of the Jewish community- Academic medicine and bioscience - Health policy
Program accomplishments
- To engage in grant making to support and carry out the purposes of the Jewish Federation of Cleveland, by encouraging activities designed to improve the health status of the residents of Greater Cleveland, OH.Expenses $8,614,759 · grants $7,477,771
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 34-1777878
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1994
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E112)
- Assets (IRS master file)
- $189,581,658
- Income (IRS master file)
- $27,158,065
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $6,494,857 | $9,467,657 | $189,581,658 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $7,289,674 | $8,616,593 | $189,473,279 | IRS |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $2,656,320 | $9,744,684 | $173,642,018 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $5,570,433 | $8,906,997 | $168,402,020 | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 34-1777878).
Questions about MT SINAI HEALTH CARE FOUNDATION
- What is the EIN of MT SINAI HEALTH CARE FOUNDATION?
- The employer identification number (EIN) of MT SINAI HEALTH CARE FOUNDATION is 34-1777878.
- Is MT SINAI HEALTH CARE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
- Are donations to MT SINAI HEALTH CARE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does MT SINAI HEALTH CARE FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of MT SINAI HEALTH CARE FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MT SINAI HEALTH CARE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of MT SINAI HEALTH CARE FOUNDATION?
- The 990 for the year ended June 30, 2025 names Mitchell Balk.
- Who are the officers and directors of MT SINAI HEALTH CARE FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 31 people; 3 received compensation from the organization, the highest $409,084 (Mitchell Balk, President).
- How much revenue does MT SINAI HEALTH CARE FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $6,494,857, expenses of $9,467,657 and total assets of $189,581,658 at year end.
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