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Nonprofiteer
← MENORAH HERITAGE FOUNDATION

Form 990 for tax year 2022

Filed by MENORAH HERITAGE FOUNDATION.

Totals

Total revenue
$2,367,035
Total expenses
$3,162,609
Contributions and grants received
$33,627
Grants paid
$2,568,896
Program service revenue
$0
Investment income
$2,333,408
Other revenue
$0
Total assets, end of year
$52,872,423
Total liabilities, end of year
$40,512
Net assets or fund balances, end of year
$52,831,911
Program services expenses (Part IX)
$2,568,896
Management and general expenses
$593,713
Fundraising expenses
$0
Program service expenses (Part III)
$2,568,896

Program services were 81.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $33,627

  • 3 · Investment income

    total $1,145,750 · excluded $1,145,750

  • 7a · Gross sales of assets other than inventory

    securities $1,187,658

  • 7b · Less cost or other basis and sales expenses

    securities $0

  • 7c · Gain or loss

    securities $1,187,658

  • 7d · Net gain or loss

    total $1,187,658 · excluded $1,187,658

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $2,568,896 · program services $2,568,896

  • 11f · Fees: investment management

    total $178,490 · management and general $178,490

  • 11g · Fees: other

    total $393,556 · management and general $393,556

  • 13 · Office expenses

    total $1,765 · management and general $1,765

  • 14 · Information technology

    total $6,664 · management and general $6,664

  • 19 · Conferences, conventions and meetings

    total $3,192 · management and general $3,192

  • 23 · Insurance

    total $4,571 · management and general $4,571

  • 24a · Other expenses: STRATEGIC PLANNING

    total $4,900 · management and general $4,900

  • 24b · Other expenses: MISCELLANEOUS

    total $269 · management and general $269

  • 24c · Other expenses: DUES & SUBSCRIPTIONS

    total $163 · management and general $163

  • 24d · Other expenses: CREDIT CARD FEES

    total $143 · management and general $143

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,130,262 · end of year $2,106,172

  • 9 · Prepaid expenses and deferred charges

    beginning of year $10,893 · end of year $5,393

  • 10a · Land, buildings and equipment: cost or other basis

    $33,514

  • 10b · Land, buildings and equipment: accumulated depreciation

    $31,242

  • 10c · Land, buildings and equipment, net

    beginning of year $2,272 · end of year $2,272

  • 11 · Investments: publicly traded securities

    beginning of year $61,698,223 · end of year $50,758,586

  • 17 · Accounts payable and accrued expenses

    beginning of year $100 · end of year $12

  • 18 · Grants payable

    beginning of year $97,000 · end of year $40,500

  • 27 · Net assets without donor restrictions

    beginning of year $54,581,644 · end of year $45,248,161

  • 28 · Net assets with donor restrictions

    beginning of year $9,162,906 · end of year $7,583,750

Mission and programs · 2022

Mission

THE ORGANIZATION IS DESIGNED TO PROVIDE SUPPORT FOR OTHER CHARITABLE ORGANIZATIONS AS DESCRIBED IN SECTIONS 501(C)(3) AND 509(A) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION IS OPERATED EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL OR RELIGIOUS PURPOSES. IT SUPPORTS ACTIVITIES FOR THE BENEFIT OF, PERFORMS THE FUNCTIONS OF, OR CARRIES OUT THE PURPOSE OF THE JEWISH COMMUNITY FOUNDATION OF GREATER KANSAS CITY.

Activities or mission (Part I)

TO SUPPORT OTHER CHARITABLE ORGANIZATIONS DESCRIBED IN SECTION 501(C)(3), SPECIFICALLY INCLUDING THE JEWISH COMMUNITY FOUNDATION OF GREATER KANSAS CITY.

  • PROVIDED SUPPORT FOR CHARITABLE ORGANIZATIONS WHICH SERVE HUMAN NEEDS BY ADVANCING CONSTRUCTIVE PROJECTS

    Expenses $2,568,896 · Grants $2,568,896

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Andrew Kaplan

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1
  • Michael Berenbom

    VICE PRESIDENT - INVESTMEN

    Total calculated
    $0
    Hours/week
    1
  • John Goldberg

    IMMEDIATE PAST PRESIDENT

    Total calculated
    $0
    Hours/week
    1
  • Michelle Goldsmith

    VICE PRESIDENT - GRANTS

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Barbara MacArthur

    SECRETARY

    Total calculated
    $0
    Hours/week
    1
  • Howard Mayer

    EXECUTIVE VICE-PRESIDENT

    Total calculated
    $0
    Hours/week
    1
  • Juan Rangel Jr

    VICE PRESIDENT - GRANTS

    Total calculated
    $0
    Hours/week
    1
  • Heather Schlozman

    VICE PRESIDENT - INCUBATIO

    Total calculated
    $0
    Hours/week
    1
  • Alice Jacks Achtenberg

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 3 related
  • Deidre Anderson

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Sarah Aptilon

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Diane Federman

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Seth Freiden

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Amy Gale

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Karen Glickstein

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Stephanie Guerin

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Justin Johl

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Jerry Jones

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Brian Landy

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Scott Picker

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Ellen Sommi

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Phyllis Stevens

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Howard Wizig

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Lauren Mattleman Hoopes

    EXECUTIVE DIRECTOR

    Total calculated
    $265,387
    From this org
    $0
    From related orgs
    $230,095
    Other
    $35,292
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $230,095 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $18,408 related
    Nontaxable benefits
    $0 + $16,884 related
    Filer's total
    $0 + $265,387 related
  • Rita Cortes

    EXECUTIVE DIRECTOR

    Total calculated
    $184,446
    From this org
    $0
    From related orgs
    $164,540
    Other
    $19,906
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $164,540 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $6,582 related
    Nontaxable benefits
    $0 + $13,324 related
    Filer's total
    $0 + $184,446 related
  • Kevin Taylor

    CFO

    Total calculated
    $148,731
    From this org
    $0
    From related orgs
    $129,049
    Other
    $19,682
    Hours/week
    1 + 40 related
  • Josh Stein

    DIRECTOR OF PHILANTHROPY

    Total calculated
    $122,913
    From this org
    $0
    From related orgs
    $109,667
    Other
    $13,246
    Hours/week
    1 + 40 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
13 November 2023
IRS schema version
2022v5.0
Source object
202333179349307028

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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