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Nonprofiteer
← MENORAH MANOR FOUNDATION INC

Form 990 for tax year 2024

Filed by MENORAH MANOR FOUNDATION INC.

Totals

Total revenue
$1,632,894
Total expenses
$940,245
Contributions and grants received
$745,577
Grants paid
$301,272
Program service revenue
$91,383
Investment income
$772,114
Other revenue
$23,820
Total assets, end of year
$16,124,837
Total liabilities, end of year
$475,757
Net assets or fund balances, end of year
$15,649,080
Program services expenses (Part IX)
$527,573
Management and general expenses
$259,162
Fundraising expenses
$153,510
Program service expenses (Part III)
$527,573

Program services were 56.1% 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.

  • 1c · Fundraising events

    $284,672

  • 1f · All other contributions, gifts and grants

    $460,905

  • 2a · Program service revenue: GIFT SHOP REVENUE

    total $91,383 · related or exempt $91,383

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $511,681 · excluded $511,681

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7a · Gross sales of assets other than inventory

    securities $260,433

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

    securities $0

  • 7c · Gain or loss

    securities $260,433 · other assets $0

  • 7d · Net gain or loss

    total $260,433 · excluded $260,433

  • 8a · Fundraising events: gross income

    $119,128

  • 8a · Fundraising events: contributions included on line 1c

    $284,672

  • 8b · Fundraising events: direct expenses

    $95,308

  • 8c · Net income from fundraising events

    total $23,820 · excluded $23,820

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $301,272 · program services $301,272

  • 11c · Fees: accounting

    total $14,000 · management and general $14,000

  • 11f · Fees: investment management

    total $91,062 · management and general $91,062

  • 11g · Fees: other

    total $384,175 · program services $126,857 · management and general $133,003 · fundraising $124,315

  • 13 · Office expenses

    total $24,808 · program services $24,808

  • 19 · Conferences, conventions and meetings

    total $4,786 · program services $4,786

  • 23 · Insurance

    total $11,457 · program services $11,457

  • 24a · Other expenses: ADMINISTRATIVE EXPENSES

    total $58,213 · program services $58,213

  • 24b · Other expenses: SUPPLIES

    total $21,097 · management and general $21,097

  • 24c · Other expenses: SPECIAL EVENTS

    total $17,347 · fundraising $17,347

  • 24d · Other expenses: DONOR RECOGNITION

    total $11,848 · fundraising $11,848

  • 24e · All other expenses

    total $180 · program services $180 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $1,506,101 · end of year $1,400,943

  • 3 · Pledges and grants receivable

    beginning of year $149,226 · end of year $141,470

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

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

    $0

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

    $0

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $13,953,044 · end of year $14,543,319

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $49,105 · end of year $39,105

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $1,271,647 · end of year $475,757

  • 27 · Net assets without donor restrictions

    beginning of year $12,548,409 · end of year $13,458,304

  • 28 · Net assets with donor restrictions

    beginning of year $1,837,420 · end of year $2,190,776

Mission and programs · 2024

Mission

MENORAH MANOR FOUNDATION, INC. WAS ORGANIZED FOR THE PURPOSE OF PROVIDING FINANCIAL SUPPORT FOR THE RESIDENTS AND PROGRAMS OF MENORAH MANOR, INC. AND OTHER PUBLICLY SUPPORTED CHARITIES PROVIDING SERVICES FOR THE ELDERLY.

Activities or mission (Part I)

THE ORGANIZATION PROVIDES SUPPORT FOR CHARITIES CARING FOR THE ELDERLY.

  • MENORAH MANOR FOUNDATION, INC. PROVIDES FINANCIAL SUPPORT FOR THE RESIDENTS AND PROGRAMS OF MENORAH MANOR, INC., A 501(C)(3) ORGANIZATION THAT PROVIDES CARE FOR THE ELDERLY. IN THE CURRENT YEAR, THE FILING ORGANIZATION CONTRIBUTED $301,272 TO SUPPORT THE PROGRAMS AND SERVICES OF MENORAH MANOR, INC.

    Expenses $527,573 · Grants $301,272 · Revenue $91,383

As filed on the 2024 return.

Listed in Part VII

  • Ann V Soble

    CHAIR

    Total calculated
    $0
    Hours/week
    1
  • Donna Perryman CPA

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $304,415
    From this org
    $0
    From related orgs
    $262,976
    Other
    $41,439
    Hours/week
    10 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $262,976 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $41,439 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $304,415 related
  • Kathleen Buns

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1
  • Nancy Clark Miller

    TREASURER

    Total calculated
    $0
    Hours/week
    1
  • Sarah Feld

    SECRETARY

    Total calculated
    $0
    Hours/week
    1
  • Susie Klemow Berman

    PAST CHAIR

    Total calculated
    $0
    Hours/week
    1
  • Barbara Samson Guterman

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Jackie Kanner

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Jasandra Berman

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Joel Berman Esq

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Jon Weinman DDS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Judi Gordon

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Linda Reimer

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Lois Pardoll

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Melinda Lebowitz

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Paul Samson

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Phyllis Werner

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Roni Igel

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Ross Felsher JD MBA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Shelley Lynn

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Vivian Lurie

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Robert J Becht

    FORMER CHIEF EXECUTIVE OFFICER

    Total calculated
    $433,270
    From this org
    $0
    From related orgs
    $411,411
    Other
    $21,859
    Hours/week
    10 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $411,411 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $21,859 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $433,270 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

  • 4a · Severance or change-of-control payment

Answered no

  • 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

The filer's explanations (Part III)

Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation
MENORAH MANOR FOUNDATION, INC'S PERSONNEL ARE EMPLOYED BY MENORAH MANOR, INC., A RELATED 501(C)(3) ORGANIZATION. THAT ORGANIZATION USES THE FOLLOWING TO ESTABLISH COMPENSATION FOR MENORAH MANOR FOUNDATION, INC'S CEO: COMPENSATION COMMITTEE; INDEPENDENT COMPENSATION CONSULTANT; FORM 990 OF OTHER ORGANIZATIONS; WRITTEN EMPLOYMENT CONTRACT; COMPENSATION SURVEY OR STUDY; AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.
Schedule J, Part I, Line 4a Severance or change-of-control payment
ROBERT BECHT SEPARATED FROM SERVICE IN MAY 2024 FROM THE MENORAH MANOR FOUNDATION, INC. THE SEVERANCE WAS PAID BY MENORAH MANOR, INC. A RELATED 501(C)(3) ORGANIZATION. WEEKLY SEVERANCE PAYMENTS TOTALING $6,365 BEGAN BEING PAID TO ROBERT ON JUNE 7, 2024 AND CONTINUED UNTIL MARCH 21, 2025. ADDITIONALLY, INSURANCE PAYMENTS TOTALING $3,524 A MONTH WERE MADE ON ROBERT'S BEHALF FROM JUNE 2024 THROUGH MARCH 2025. THE TOTAL OF THE WEEKLY SEVERANCE PAYMENTS FROM JUNE 2024 THROUGH MARCH 2025 WERE $242,000 AND THE TOTAL MONTHLY INSURANCE PAYMENTS FOR THAT TIME WERE $28,194.

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

  • TO COVER MENORA MANOR'S SPECIAL PROGRAMS, CAPITAL NEEDS, CASH DEFICITS AND DEBT SERVICE NEEDS.

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.

  • MENORAH MANOR INC

    501(c)(3) · SHELTER, PROTECT, AND PROVIDE SERVICES TO THE AGED. · FL

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2024
Filed
15 May 2026
IRS schema version
2024v5.1
Source object
202601359349306950

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