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Nonprofiteer
← MENORAH HERITAGE FOUNDATION

Form 990 for tax year 2024

Filed by MENORAH HERITAGE FOUNDATION.

Totals

Total revenue
$1,598,916
Total expenses
$3,240,607
Contributions and grants received
$37,523
Grants paid
$2,661,500
Program service revenue
$0
Investment income
$1,561,393
Other revenue
$0
Total assets, end of year
$61,246,300
Total liabilities, end of year
$3,889
Net assets or fund balances, end of year
$61,242,411
Program services expenses (Part IX)
$2,661,500
Management and general expenses
$579,107
Fundraising expenses
$0
Program service expenses (Part III)
$2,661,500

Program services were 82.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • BARBARA MACARTHUR RN MN

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1
  • MICHAEL LISS

    VICE PRESIDENT - INVESTMEN

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • HOWARD MAYER

    IMMEDIATE PAST PRESIDENT

    Total calculated
    $0
    Hours/week
    1
  • SAMANTHA CRAWFORD HERRERA

    VICE PRESIDENT - GRANTS

    Total calculated
    $0
    Hours/week
    1
  • ANDREW SCHLACHTER

    SECRETARY

    Total calculated
    $0
    Hours/week
    1
  • JUSTIN JOHL

    EXECUTIVE VICE-PRESIDENT

    Total calculated
    $0
    Hours/week
    1
  • ALICE JACKS ACHTENBERG

    VICE PRESIDENT - GRANTS

    Total calculated
    $0
    Hours/week
    1 + 3 related
  • DEIDRE ANDERSON-BARBEE

    VICE PRESIDENT - INCUBATIO

    Total calculated
    $0
    Hours/week
    1
  • MICHAEL BERENBOM

    TREASURER

    Total calculated
    $0
    Hours/week
    1
  • SARAH APTILON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • IRENE CAUDILLO

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • ADAM FELDMAN

    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
  • JONATHAN JACOBS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • BRIAN LANDY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • MORIA MULHERN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • JEFF NOVORR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • JEN PAUL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • KRISTIN SCHULTZ

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • DANA SCHWARTZ

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • AMANDA VILLARREL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • JERRY WILLIAMS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • RITA CORTES

    EXECUTIVE DIRECTOR

    Total calculated
    $209,158
    From this org
    $186,290
    From related orgs
    $0
    Other
    $22,868
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $186,290
    Bonus
    $0
    Other
    $0
    Deferred
    $7,452
    Nontaxable benefits
    $15,416
    Filer's total
    $209,158
  • KEVIN TAYLOR

    CFO

    Total calculated
    $138,692
    From this org
    $119,921
    From related orgs
    $0
    Other
    $18,771
    Hours/week
    1 + 40 related
  • JOSH STEIN

    PRESIDENT & CEO

    Total calculated
    $203,001
    From this org
    $186,393
    From related orgs
    $0
    Other
    $16,608
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $186,393
    Bonus
    $0
    Other
    $0
    Deferred
    $7,456
    Nontaxable benefits
    $9,152
    Filer's total
    $203,001

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
2024
Filed
27 October 2025
IRS schema version
2024v5.2
Source object
202503079349301325

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

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