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Stanley E And Sally Harris Wertheim Family Foundation

  • Cleveland, OH
  • Tax-exempt since Jan. 2016
  • EIN: 30-0884987

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Religion-Related, Spiritual Development / Jewish (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$17.3k (2024)

Expenses
$52.2k (2024)

Total Assets
$8.74k (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2016 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2024

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$17,277
Expenses
$52,213
Net Income
-$34,936
Net Assets
$8,741
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $436
2.5%
Net Fundraising $0
Sales of Assets $16,841
97.5%
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $8,741
Total Liabilities $0
Net Assets $8,741
Compensation
Key Employees and Officers Compensation Other
Mozelle Jackson (Treasurer) $0 $0
Susan Wertheim (Trustee/Pres) $0 $0
Carrie Dilauro (Trustee/Vp) $0 $0
Kathryn Hexter (Trustee/Vp) $0 $0
Kari Blumenthal (Asst Treasurer) $0 $0
Jennifer B Schwarz (Trustee/Secretary) $0 $0
Matthew Kaliff (Trustee/Asst Secretary) $0 $0
Hedy P Milgrom (Trustee) $0 $0
Timothy Wuliger (Trustee) $0 $0
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Document Links

990-EZ
Filed on May 13, 2025

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$43,524
Expenses
$34,205
Net Income
$9,319
Net Assets
$55,348
Notable Sources of Revenue Percent of Total Revenue
Contributions $43,341
99.6%
Program Services $0
Investment Income $329
0.8%
Net Fundraising $0
Sales of Assets -$146
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $55,348
Total Liabilities $0
Net Assets $55,348
Compensation
Key Employees and Officers Compensation Other
Barry Reis (Treasurer Thru 5/2/23) $0 $0
Mozelle Jackson (Ast Treas Thru & Treas As Of 5/2/23) $0 $0
Susan Wertheim (Ttee/Pres As Of & Vp Thru 5/2/23) $0 $0
Carrie Dilauro (Trustee/Vp) $0 $0
Kathryn Hexter (Ttee/Pres Thru & Vp As Of 5/2/23) $0 $0
Kari Blumenthal (Asst Treasurer As Of 5/2/23) $0 $0
Jennifer B Schwarz (Trustee/Secretary) $0 $0
Matthew Kaliff (Trustee/Asst Secretary) $0 $0
Hedy P Milgrom (Trustee) $0 $0
Timothy Wuliger (Trustee) $0 $0
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Document Links

990-EZ
Filed on May 14, 2024

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$28,220
Expenses
$35,795
Net Income
-$7,575
Net Assets
$41,751
Notable Sources of Revenue Percent of Total Revenue
Contributions $25,000
88.6%
Program Services $0
Investment Income $345
1.2%
Net Fundraising $0
Sales of Assets $2,875
10.2%
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $41,751
Total Liabilities $0
Net Assets $41,751
Compensation
Key Employees and Officers Compensation Other
Kathryn Hexter (Trustee/President) $0 $0
Carrie Dilauro (Trustee/Vp) $0 $0
Susan Wertheim (Trustee/Vp) $0 $0
Barry Reis (Treasurer) $0 $0
Mozelle Jackson (Asst Treasurer As Of 5/25/2022) $0 $0
Kari Blumenthal (Asst Treasurer) $0 $0
Jennifer B Schwarz (Trustee/Secretary) $0 $0
Matthew Kaliff (Trustee/Asst Secretary) $0 $0
Hedy P Milgrom (Trustee) $0 $0
Timothy Wuliger (Trustee) $0 $0
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Document Links

990-EZ
Filed on May 13, 2023

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$25,366
Expenses
$25,259
Net Income
$107
Net Assets
$60,650
Notable Sources of Revenue Percent of Total Revenue
Contributions $25,000
98.6%
Program Services $0
Investment Income $366
1.4%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $60,650
Total Liabilities $0
Net Assets $60,650
Compensation
Key Employees and Officers Compensation Other
Jessica Bruder (Asst Sec And Trustee Thru 5/6/2021) $0 $0
Carrie Dilauro (Trustee/Vp) $0 $0
Kathryn Hexter (Trustee/President) $0 $0
Matthew Kaliff (Trustee/Also Ast Sec As Of 5/6/2021) $0 $0
Jennifer B Schwarz (Trustee/Secretary) $0 $0
Susan Wertheim (Trustee/Vp) $0 $0
Hedy P Milgrom (Trustee) $0 $0
Barry Reis (Treasurer) $0 $0
Timothy Wuliger (Trustee As Of 5/6/2021) $0 $0
Kari Blumenthal (Asst Treasurer) $0 $0
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990-EZ
Filed on April 20, 2022

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$25,448
Expenses
$25,234
Net Income
$214
Net Assets
$44,361
Notable Sources of Revenue Percent of Total Revenue
Contributions $25,000
98.2%
Program Services $0
Investment Income $448
1.8%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $44,361
Total Liabilities $0
Net Assets $44,361
Compensation
Key Employees and Officers Compensation Other
Jessica Bruder (Trustee/Asst Sec) $0 $0
Carrie Dilauro (Trustee/Vp) $0 $0
Kathryn Hexter (Trustee/President) $0 $0
Matthew Kaliff (Trustee) $0 $0
Jennifer B Schwarz (Trustee/Secretary) $0 $0
Susan Wertheim (Trustee/Vp) $0 $0
Hedy P Milgrom (Trustee) $0 $0
Nancy Hoffner (Asst Treasurer Thru 6/30/2020) $0 $0
Barry Reis (Treasurer) $0 $0
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990-EZ
Filed on May 6, 2021

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$24,333
Expenses
$9,693
Net Income
$14,640
Net Assets
$45,121
Notable Sources of Revenue Percent of Total Revenue
Contributions $23,750
97.6%
Program Services $0
Investment Income $583
2.4%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $45,121
Total Liabilities $0
Net Assets $45,121
Compensation
Key Employees and Officers Compensation Other
Alan D Gross (Trustee Until 5.29.2019) $0 $0
Barry Reis (Treasurer) $0 $0
Jennifer B Schwarz (Trustee/Secretary) $0 $0
Hedy P Milgrom (Trustee/Asst Sec Until 5.29.2019) $0 $0
Sally Wertheim (Trustee & Pres Until 5.29.2019) $0 $0
Stanley Wertheim (Trustee & Pres Until 5.29.2019) $0 $0
Nancy Hoffner (Asst Treasurer) $0 $0
Jessica Bruder (Trustee/Asst Sec Eff 5.29.2019) $0 $0
Matthew Kaliff (Trustee) $0 $0
Carrie Dilauro (Trustee/Vp Eff 5.29.2019) $0 $0
Kathryn Hexter (Trustee/Pres Eff 5.29.2019) $0 $0
Susan Wertheim (Trustee/Vp Eff 5.29.2019) $0 $0
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990-EZ
Filed on Nov. 11, 2019

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$19,468
Expenses
$9,081
Net Income
$10,387
Net Assets
$29,233
Notable Sources of Revenue Percent of Total Revenue
Contributions $19,259
98.9%
Program Services $0
Investment Income $303
1.6%
Net Fundraising $0
Sales of Assets -$94
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $29,233
Total Liabilities $0
Net Assets $29,233

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$24,438
Expenses
$5,533
Net Income
$18,905
Net Assets
$18,085
Notable Sources of Revenue Percent of Total Revenue
Contributions $24,214
99.1%
Program Services $0
Investment Income $119
0.5%
Net Fundraising $0
Sales of Assets $105
0.4%
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $18,085
Total Liabilities $0
Net Assets $18,085

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$0
Expenses
$2,321
Net Income
-$2,321
Net Assets
-$2,321
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $0
Total Liabilities $2,321
Net Assets -$2,321

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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