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Nonprofiteer
← BNAI ZION FOUNDATION INC

Form 990 for tax year 2024

Filed by BNAI ZION FOUNDATION INC.

Totals

Total revenue
$2,662,972
Total expenses
$5,500,304
Contributions and grants received
$2,112,729
Grants paid
$1,551,889
Program service revenue
$57,677
Investment income
$376,238
Other revenue
$116,328
Total assets, end of year
$16,072,598
Total liabilities, end of year
$4,580,530
Net assets or fund balances, end of year
$11,492,068
Program services expenses (Part IX)
$4,997,284
Management and general expenses
$275,850
Fundraising expenses
$227,170
Program service expenses (Part III)
$4,997,284

Program services were 90.9% 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.

  • 1a · Federated campaigns

    $2,102,729

  • 1b · Membership dues

    $10,000

  • 2a · Program service revenue: PLOT RESERVATION REVEN

    total $57,677 · related or exempt $57,677

  • 3 · Investment income

    total $376,238 · excluded $376,238

  • 6a · Gross rents

    real property $116,328

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $116,328

  • 6d · Net rental income or loss

    total $116,328 · excluded $116,328

Functional expenses

Part IX, the statement of functional expenses.

  • 3 · Grants to foreign organizations and individuals

    total $1,551,889 · program services $1,551,889

  • 5 · Compensation of officers, directors and key employees

    total $715,318 · program services $493,570 · management and general $121,604 · fundraising $100,144

  • 7 · Other salaries and wages

    total $103,217 · program services $71,219 · management and general $17,547 · fundraising $14,451

  • 9 · Other employee benefits

    total $51,405 · program services $35,469 · management and general $8,739 · fundraising $7,197

  • 10 · Payroll taxes

    total $39,352 · program services $27,153 · management and general $6,690 · fundraising $5,509

  • 11b · Fees: legal

    total $83,493 · program services $57,610 · management and general $14,194 · fundraising $11,689

  • 11c · Fees: accounting

    total $55,566 · program services $38,340 · management and general $9,446 · fundraising $7,780

  • 11f · Fees: investment management

    total $106,474 · program services $106,474

  • 11g · Fees: other

    total $272,949 · program services $198,234 · management and general $40,973 · fundraising $33,742

  • 12 · Advertising and promotion

    total $70,584 · program services $70,584

  • 13 · Office expenses

    total $49,253 · program services $33,985 · management and general $8,373 · fundraising $6,895

  • 14 · Information technology

    total $29,193 · program services $20,143 · management and general $4,963 · fundraising $4,087

  • 16 · Occupancy

    total $174,943 · program services $120,711 · management and general $29,740 · fundraising $24,492

  • 17 · Travel

    total $59,831 · program services $59,831

  • 19 · Conferences, conventions and meetings

    total $11,391 · program services $11,391

  • 20 · Interest

    total $312,765 · program services $312,686 · management and general $43 · fundraising $36

  • 22 · Depreciation, depletion and amortization

    total $20,286 · program services $13,997 · management and general $3,449 · fundraising $2,840

  • 23 · Insurance

    total $16,323 · program services $11,263 · management and general $2,775 · fundraising $2,285

  • 24a · Other expenses: US PROGRAM EXPENSES

    total $1,722,667 · program services $1,722,667

  • 24b · Other expenses: SPECIAL PROJECTS

    total $38,295 · program services $26,424 · management and general $6,510 · fundraising $5,361

  • 24c · Other expenses: DUES AND SUBSCRIPTIONS

    total $10,332 · program services $10,332

  • 24d · Other expenses: BANK CHARGES

    total $4,778 · program services $3,312 · management and general $804 · fundraising $662

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $3,359,743 · end of year $1,425,460

  • 3 · Pledges and grants receivable

    beginning of year $59,517

  • 7 · Other notes and loans receivable

    beginning of year $150,000 · end of year $150,000

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,925

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

    $86,439

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

    $86,439

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $1,032,637 · end of year $13,273,765

  • 12 · Investments: other securities

    beginning of year $12,987,663 · end of year $1,000,010

  • 13 · Investments: program-related

    beginning of year $210,934

  • 14 · Intangible assets

    beginning of year $20,288

  • 15 · Other assets

    beginning of year $61,270 · end of year $223,363

  • 17 · Accounts payable and accrued expenses

    beginning of year $84,549 · end of year $114,996

  • 23 · Secured mortgages and notes payable

    beginning of year $4,477,372 · end of year $3,939,200

  • 25 · Other liabilities

    beginning of year $219,987 · end of year $526,334

  • 27 · Net assets without donor restrictions

    beginning of year $13,102,069 · end of year $11,492,068

Mission and programs · 2024

Mission

THE BNAI ZION FOUNDATION OPERATES TO PROVIDE EDUCATIONAL ASSISTANCE, PROGRAMS, SERVICES, AND BURIAL BENEFITS TO ITS MEMBERS; ASSIST THOSE IN NEED WITH HUMANITARIAN PROJECTS IN THE UNITED STATES AND ISRAEL; FOSTER PHILO-SEMITISM THROUH ENGAGEMENT AND EDUCATION WITH OTHER COMMUNITIES OF FAITH; AND SUPPORT THE SIGNIFICANT AND ENDURING TIE BETWEEN AMERICA AND ISRAEL.

  • THE BNAI ZION FOUNDATION OPERATES TO PROVIDE EDUCATIONAL ASSISTANCE, PROGRAMS, SERVICES, AND BURIAL BENEFITS TO ITS MEMBERS; ASSIST THOSE IN NEED WITH HUMANITARIAN PROJECTS IN THE UNITED STATES AND ISRAEL; FOSTER PHILO-SEMITISM THROUH ENGAGEMENT AND EDUCATION WITH OTHER COMMUNITIES OF FAITH; AND SUPPORT THE SIGNIFICANT AND ENDURING TIE BETWEEN AMERICA AND ISRAEL.

    Expenses $4,997,284 · Grants $1,551,889 · Revenue $57,677

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • George W Schaeffer

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • Stephen Savitsky

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Jan Kiderman

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Shira Lewis

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Gabriella Diamond

    BOARD MEMEBER

    Total calculated
    $0
    Hours/week
    1

  • David Edrich

    BOARD MEMEBER

    Total calculated
    $0
    Hours/week
    1

  • Sharon Halpern

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Daniel Posner

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Liran Yechiel

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Tzvi Ari Lamm

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $366,856
    From this org
    $258,273
    From related orgs
    $0
    Other
    $108,583
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $198,273
    Bonus
    $60,000
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $108,583
    Filer's total
    $366,856

  • Zach Briton

    CHIEF DEVELOPMENT OFFICER

    Total calculated
    $348,462
    From this org
    $348,462
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $328,462
    Bonus
    $20,000
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $348,462

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 · First-class or charter travel
  • 1a · Housing allowance or residence for personal use
  • 1b · Written policy on the line-1a expenses
  • 3 · Compensation committee
  • 3 · Written employment contract

Answered no

  • 2 · Substantiation required before reimbursing expenses
  • 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

The filer's explanations (Part III)

PART I, LINE 1A
FOR DOMESTIC FLIGHTS THAT ARE OVERNIGHT, TEAM MEMBERS ARE ABLE TO BOOK FIRST-CLASS TRAVEL.

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

No itemized grants to organizations on this return.

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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • SOUL SHOP INC

    FAITH-DRIVEN · NY

Provenance

Return type
form_990
Tax year
2024
Filed
12 December 2025
IRS schema version
2024v5.2
Source object
202533469349301168

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

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