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Nonprofiteer
← JEWISH COMMUNITY FOUNDATION OF GREATER KANSAS CITY

Form 990 for tax year 2023

Filed by JEWISH COMMUNITY FOUNDATION OF GREATER KANSAS CITY.

Totals

Total revenue
$19,961,664
Total expenses
$21,115,371
Contributions and grants received
$21,516,116
Grants paid
$19,298,967
Program service revenue
$0
Investment income
-$2,279,855
Other revenue
$725,403
Total assets, end of year
$280,909,584
Total liabilities, end of year
$180,053,206
Net assets or fund balances, end of year
$100,856,378
Program services expenses (Part IX)
$20,059,213
Management and general expenses
$846,745
Fundraising expenses
$209,413
Program service expenses (Part III)
$20,059,213

Program services were 95.0% 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

    $21,516,116

  • 3 · Investment income

    total $1,250,144 · excluded $1,250,144

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

    securities $3,529,999

  • 7c · Gain or loss

    securities -$3,529,999

  • 7d · Net gain or loss

    total -$3,529,999 · excluded -$3,529,999

  • 11a · Other revenue: ADMINISTRATIVE FEES

    total $616,455 · related or exempt $616,455

  • 11b · Other revenue: LIFE INSURANCE DEATH BENEFITS

    total $202,646 · related or exempt $202,646

  • 11c · Other revenue: ANNUITY LIABILITY ADJUSTMENT

    total $50,620 · related or exempt $50,620

  • 11d · All other revenue

    total -$144,318 · related or exempt -$144,318

  • 11e · Other revenue, total

    $725,403

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $19,298,967 · program services $19,298,967

  • 5 · Compensation of officers, directors and key employees

    total $484,473 · program services $138,111 · management and general $264,160 · fundraising $82,202

  • 7 · Other salaries and wages

    total $414,373 · program services $118,127 · management and general $225,938 · fundraising $70,308

  • 8 · Pension plan contributions

    total $38,323 · program services $10,925 · management and general $20,896 · fundraising $6,502

  • 9 · Other employee benefits

    total $97,136 · program services $27,544 · management and general $53,198 · fundraising $16,394

  • 10 · Payroll taxes

    total $60,971 · program services $17,381 · management and general $33,245 · fundraising $10,345

  • 11c · Fees: accounting

    total $18,641 · management and general $18,641

  • 11f · Fees: investment management

    total $363,296 · program services $363,296

  • 13 · Office expenses

    total $15,627 · management and general $11,997 · fundraising $3,630

  • 14 · Information technology

    total $73,806 · management and general $73,806

  • 16 · Occupancy

    total $92,095 · management and general $92,095

  • 19 · Conferences, conventions and meetings

    total $10,336 · management and general $10,336

  • 22 · Depreciation, depletion and amortization

    total $9,877 · management and general $9,877

  • 23 · Insurance

    total $84,504 · program services $65,348 · management and general $19,156

  • 24a · Other expenses: DEVELOPMENT

    total $19,514 · program services $19,514

  • 24b · Other expenses: MARKETING ADS

    total $8,298 · fundraising $8,298

  • 24c · Other expenses: NEWSLETTERS

    total $6,992 · fundraising $6,992

  • 24d · Other expenses: TELEPHONE

    total $6,725 · management and general $6,725

  • 24e · All other expenses

    total $11,417 · management and general $6,675 · fundraising $4,742

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $20,663,643 · end of year $29,218,165

  • 3 · Pledges and grants receivable

    beginning of year $126,967 · end of year $390,485

  • 9 · Prepaid expenses and deferred charges

    beginning of year $30,136 · end of year $25,907

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

    $369,480

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

    $353,545

  • 10c · Land, buildings and equipment, net

    beginning of year $24,759 · end of year $15,935

  • 11 · Investments: publicly traded securities

    beginning of year $233,203,699 · end of year $250,088,780

  • 15 · Other assets

    beginning of year $1,267,037 · end of year $1,170,312

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,595 · end of year $24,594

  • 18 · Grants payable

    beginning of year $64,903 · end of year $108,071

  • 25 · Other liabilities

    beginning of year $167,618,523 · end of year $179,920,541

  • 27 · Net assets without donor restrictions

    beginning of year $65,938,787 · end of year $71,244,808

  • 28 · Net assets with donor restrictions

    beginning of year $21,691,433 · end of year $29,611,570

Mission and programs · 2023

Mission

THE MISSION OF THE JEWISH COMMUNITY FOUNDATION OF GREATER KANSAS CITY IS TO PROMOTE THE PRACTICE OF TZEDAKAH (RIGHTEOUSNESS, CHARITY) AND THE PURSUIT OF TIKKUN OLAM (REPAIRING THE WORLD) BY SERVING AS THE CENTRAL RESOURCE AND ADVOCATE FOR PLANNED GIVING AND ENDOWMENTS IN THE KANSAS CITY JEWISH COMMUNITY.

Activities or mission (Part I)

PROMOTE THE PRACTICE OF TZEDAKAH & THE PURSUIT OF TIKKUN OLAM BY SERVING AS THE CENTRAL RESOURCE & ADVOCATE FOR PLANNED GIVING/ENDOWMENTS IN THE KC JEWISH COMMUNITY.

  • GRANTS TO IRS APPROVED CHARITIES

    Expenses $20,059,213 · Grants $19,298,967

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • JOSHUA STEIN

    EXECUTIVE DIRECTOR/SECRETA

    Total calculated
    $129,672
    From this org
    $115,843
    From related orgs
    $0
    Other
    $13,829
    Hours/week
    40 + 5 related

  • ACE ALLEN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • FAY BALK

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • CAROL BARNETT

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • IRV BELZER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • MERILYN BERENBOM

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • BRIAN BLOCK

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • STANLEY BUSHMAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • LOUIS COHN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • SANDI FRIED

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • TALY FRIEDMAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MARTHA GERSHUN

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • MICHELLE GOLDSMITH

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • EDWARD GOLDSTEIN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DAVID GOODMAN

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • PAUL GREENWOOD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JOSEPH HIERSTEINER

    FIRST VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • SUSAN HIMMELSTEIN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JOSHUA HOFFMAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ALICE JACKS ACHTENBERG

    IMMEDIATE PAST PRESIDENT

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • PAM KANTER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • WARD KATZ

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • LARA KRIGEL PABST

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JAY LEWIS

    ASST. SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • FRANK LIPSMAN

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • MICHAEL LISS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • BETH LISS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • WILLIAM LOWENSTEIN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • LINDA LYON

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • JEFF MALLIN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ALANA MULLER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • KAREN PACK

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ROBERT PALAN

    TREASURER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • SCOTT PICKER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • ROSANNE ROSEN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • BRIAN SCHARF

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL SCHULTZ

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • CATHERINE SINGER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MARCIA SOLTZ

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DAVID SOSLAND

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • L JOSH SOSLAND

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • GARY WEINBERG

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ANNIE WISHNA

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • RYAN ZELDIN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • STANFORD ZELDIN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • LAUREN MATTLEMAN HOOPES

    EXECUTIVE DIRECTOR

    Total calculated
    $271,905
    From this org
    $235,633
    From related orgs
    $0
    Other
    $36,272
    Hours/week
    40 + 8 related

    Schedule J breakdown matched by us

    Base
    $235,633
    Bonus
    $0
    Other
    $0
    Deferred
    $18,851
    Nontaxable benefits
    $17,421
    Filer's total
    $271,905

  • RITA CORTES

    MHF EXEC. DIRECTOR

    Total calculated
    $176,111
    From this org
    $0
    From related orgs
    $155,933
    Other
    $20,178
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $155,933 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $6,237 related
    Nontaxable benefits
    $0 + $13,941 related
    Filer's total
    $0 + $176,111 related

  • KEVIN TAYLOR

    CHIEF FINANCIAL OFFICER

    Total calculated
    $153,577
    From this org
    $132,997
    From related orgs
    $0
    Other
    $20,580
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $132,997
    Bonus
    $0
    Other
    $0
    Deferred
    $5,320
    Nontaxable benefits
    $15,260
    Filer's total
    $153,577

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

  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

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
2023
Filed
12 November 2024
IRS schema version
2023v5.1
Source object
202413209349307296

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

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