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MENORAH HERITAGE FOUNDATION: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
MENORAH HERITAGE FOUNDATION (EIN 46-1165316)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-06-20
IRS object ID
201901719349301025
Schema version
2018v3.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2019-06-20T15:20:37-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN431562209PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1House Park Dobratz & Wiebler PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1605 W 47th Street Suite 301AddressLine1Txt
CityKansas CityCityNm
State AbbreviationMOStateAbbreviationCd
ZIP64112ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN461165316EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Menorah Heritage FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMENOBusinessNameControlTxt
Phone9139818866PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15801 W 115th Street No 104AddressLine1Txt
CityOverland ParkCityNm
State AbbreviationKSStateAbbreviationCd
ZIP66211ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRita CortesPersonNm
Person TitleExecutive DirectorPersonTitleTxt
Phone9139818866PhoneNum
Signature2019-06-05SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonStanley H HousePreparerPersonNm
PTINP00642974PTIN
Phone8169313393PhoneNum
Preparation2019-06-05PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address68.70.80.114IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-06-05IPDt
IP Tm08:48:01IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id2783999B9E7DF4EE977D1B0CE2CB36C3187E4BA0AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerRita CortesPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line15801 W 115th Street Suite 104AddressLine1Txt
CityOverland parkCityNm
State AbbreviationKSStateAbbreviationCd
ZIP66211ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$3,001,113GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addressmhfkc.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2012FormationYr
Legal Domicile StateKSLegalDomicileStateCd
Activity Or MissionTo support other charitable organizations described in Section 501(c)(3), specifically including the Jewish Community Foundation of Greater Kansas City.ActivityOrMissionDesc
Voting Members Governing Body27VotingMembersGoverningBodyCnt
Voting Members Independent27VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$23,379PYContributionsGrantsAmt
CY Contributions Grants$30,593CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$4,895,110PYInvestmentIncomeAmt
CY Investment Income$2,919,854CYInvestmentIncomeAmt
PY Other Revenue$5,996PYOtherRevenueAmt
CY Other Revenue$50,666CYOtherRevenueAmt
PY Total Revenue$4,924,485PYTotalRevenueAmt
CY Total Revenue$3,001,113CYTotalRevenueAmt
PY Grants And Similar Paid$2,548,076PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$2,625,533CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$578,808PYOtherExpensesAmt
CY Other Expenses$574,765CYOtherExpensesAmt
PY Total Expenses$3,126,884PYTotalExpensesAmt
CY Total Expenses$3,200,298CYTotalExpensesAmt
PY Revenues Less Expenses$1,797,601PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$199,185CYRevenuesLessExpensesAmt
Total Assets BOY$57,963,760TotalAssetsBOYAmt
Total Assets EOY$51,112,615TotalAssetsEOYAmt
Total Liabilities BOY$5,243TotalLiabilitiesBOYAmt
Total Liabilities EOY$317TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$57,958,517NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$51,112,298NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionThe 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.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$2,625,533ExpenseAmt
Grant$2,625,533GrantAmt
DescProvided support for charitable organizations which serve human needs by advancing constructive projectsDesc
Total Program Service Expenses$2,625,533TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members27GoverningBodyVotingMembersCnt
Independent Voting Member27IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Jewish Community Foundation of Greater KCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9133278134PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15801 W 115th Street Suite 104AddressLine1Txt
CityOverland ParkCityNm
State AbbreviationKSStateAbbreviationCd
ZIP66211ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtOfficerOfficerIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
Nola Adebo
Trustee1.00Yes (X)$0$0$0
Diane Azorsky
Trustee1.00Yes (X)$0$0$02.00
Tom Barnett
Trustee1.00Yes (X)$0$0$0
Michael Berenbom
Trustee1.00Yes (X)$0$0$0
Stanley Brand
Trustee1.00Yes (X)$0$0$0
Stevi Brick
Trustee1.00Yes (X)$0$0$0
Diane Federman
Trustee1.00Yes (X)$0$0$0
John Goldberg
President1.00Yes (X)$0$0$0Yes (X)
Michelle Goldsmith
Trustee1.00Yes (X)$0$0$0
Edward Goldstein
VP - Grants1.00Yes (X)$0$0$01.00Yes (X)
Samantha Hammontree
Trustee1.00Yes (X)$0$0$0
Justin Johl
Trustee1.00Yes (X)$0$0$0
Andrew Kaplan
Executive Vice President1.00Yes (X)$0$0$01.00Yes (X)
Jeffrey Kramer
Trustee1.00Yes (X)$0$0$0
Sharon Loftspring
Trustee1.00Yes (X)$0$0$0
Barbara MacArthur
Treasurer1.00Yes (X)$0$0$0Yes (X)
Jeff Mallin
Trustee1.00Yes (X)$0$0$01.00
Howard Mayer
Vice President - Grants1.00Yes (X)$0$0$0Yes (X)
Scott Picker
Trustee1.00Yes (X)$0$0$0
Juan Rangel Jr
Trustee1.00Yes (X)$0$0$0
Marjorie Robinow
VP- Incubation1.00Yes (X)$0$0$0Yes (X)
Brian Scharf
Trustee1.00Yes (X)$0$0$01.00
Bob Shaw
Trustee1.00Yes (X)$0$0$0
Scott Slabotsky
Secretary1.00Yes (X)$0$0$01.00Yes (X)
Phyllis Stevens
Trustee1.00Yes (X)$0$0$0
Dan Stolper
Vice President - Investments1.00Yes (X)$0$0$0Yes (X)
Howard Wizig
Immediate Past President1.00Yes (X)$0$0$0
Lauren Mattleman Hoopes
Executive Director - Jewish Community Fndtn1.00Yes (X)$0$197,112$27,86440.00
Rita Cortes
Executive Director40.00$0$137,635$9,777Yes (X)
Kevin Taylor
CFO1.00$0$111,875$14,20740.00Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$446,622TotReportableCompRltdOrgAmt
Total Other Compensation$51,848TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$30,593AllOtherContributionsAmt
Total Contributions$30,593TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$943,043TotalRevenueColumnAmt
Exclusion$943,043ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,976,811SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$1,976,811SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,976,811TotalRevenueColumnAmt
Exclusion$1,976,811ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescLife Insurance proceedsDesc
Business900099BusinessCd
Total Revenue Column$50,666TotalRevenueColumnAmt
Related Or Exempt Func Income$50,666RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$50,666OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,001,113TotalRevenueColumnAmt
Related Or Exempt Func Income$50,666RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$2,919,854ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$2,625,533TotalAmt
Program Services$2,625,533ProgramServicesAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$180,034TotalAmt
Management And General$180,034ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$325,153TotalAmt
Management And General$325,153ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$576TotalAmt
Management And General$576ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$158TotalAmt
Management And General$158ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$3,322TotalAmt
Management And General$3,322ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$3,642TotalAmt
Management And General$3,642ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$4,422TotalAmt
Management And General$4,422ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmt
Decrease in cash value$53,578$53,578
Miscellaneous$1,768$1,768
Dues & subscriptions$1,725$1,725
Website maintenance$350$350

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$37TotalAmt
Management And General$37ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$3,200,298TotalAmt
Program Services$2,625,533ProgramServicesAmt
Management And General$574,765ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$139,420BOYAmt
EOY$117,938EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$34,983LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$25,041LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$13,584BOYAmt
EOY$9,942EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$57,639,557BOYAmt
EOY$50,867,114EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$171,199BOYAmt
EOY$117,621EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$57,963,760BOYAmt
EOY$51,112,615EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$5,243BOYAmt
EOY$317EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$5,243BOYAmt
EOY$317EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$57,958,517BOYAmt
EOY$51,112,298EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$57,958,517BOYAmt
EOY$51,112,298EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$57,963,760BOYAmt
EOY$51,112,615EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$199,185ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$6,647,034NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
Supported Organizations1SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1Jewish Community Foundation of Greater Kansas CityBusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN436049281EIN
Organization Type7OrganizationTypeCd
Governing Document ListedYes (1)GoverningDocumentListedInd
Support$0SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$0SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (1)ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C4560SupportedOrgSectionC456Ind
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org0OrganizationChangeSuprtOrgInd
Support Non Supported Org0SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir TrstYes (1)PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt Org0OperateBenefitNonSuprtOrgInd

Schedule B IRS990ScheduleB

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$18,955OtherCostOrOtherBasisAmt
Depreciation$10,997DepreciationAmt
Book Value$7,958BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$16,028OtherCostOrOtherBasisAmt
Depreciation$14,044DepreciationAmt
Book Value$1,984BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$9,942TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart X, Line 2:FormAndLineReferenceDesc
ExplanationThe Foundation is exempt from federal income tax under section 501(c)(3) of the Internal Revenue Code. The Foundation's policy is to provide liabilities for uncertain tax provisions when a liability is probable and estimable. The Foundation has no uncertain income tax positions for the years ended December 31, 2018 and 2017. The Foundation is no longer subject to audits by the IRS for years prior to 2015. Management is not aware of any violation of its tax status as an organization exempt from income taxes.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (88 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
After the Harvest
406 W 34th St Ste 816Kansas CityMO64111465385534501(c)(3)$15,000Support for Growth Opportunity with Farmer's Choice USA
Alphapointe Association for the Blind
7501 ProspectKansas CityMO64132440552486501(c)(3)$8,000Grant award
Amethyst Place Inc
2735 A TroostKansas CityMO64109431887442501(c)(3)$10,000Audit/Accounting Services Grant
Artists Helping the Homeless
3625 Warwick BlvdKansas CityMO64111262063489501(c)(3)$10,000Transportation grant
Baptist Trinity Lutheran Legacy Foundation
6675 Holmes RdKansas CityMO64131237432481501(c)(3)$8,000Grant award
Bike Walk KC
3269 Gillham Rd Ste CKansas CityMO64109453832438501(c)(3)$12,500Grant for support of the Bike Club
Camps for Kids
5960 DearbornMissionKS66202431244326501(c)(3)$10,000Grant toward camp scholarships
CASA of Jackson County
2544 HolmesKansas CityMO64108431401328501(c)(3)$8,000Grant award for employee benefits
Catholic Charities of Northeast Kansas
9720 W 87th StreetOverland ParkKS66212481181305501(c)(3)$9,500Grant award
Child Abuse Prevention Association
503 E 23rd StreetIndependenceMO64055431067711501(c)(3)$10,000General Support for facility expenses
Child Protection Center Inc
3101 Broadway Suite 750Kansas CityMO64111204535728501(c)(3)$10,000Grant for facility expenses
Children's Place
Two East 59th StKansas CityMO64113510195216501(c)(3)$10,000Grant award for transportation services
Christmas in October
3261 RoanokeKansas CityMO64111431431964501(c)(3)$13,000Grant award
Community Assistance Council Inc
10901 Blue Ridge BlvdKansas CityMO64134237439079501(c)(3)$10,000General Support for facility expenses
Community Center of Shawnee KS
11110 W 67th StShawneeKS66203480948324501(c)(3)$8,000Grant to Shawnee Community Services for transportation
Coterie Theatre Inc
2450 Grand Ave Suite 144Kansas CityMO64108431184597501(c)(3)$12,500Grant for Dramatic Health Education Project
COVERSA
1317 W 13th Terrace Suite 3AKansas CityMO64102431918057501(c)(3)$10,000Grant award to support comprehensive training and evaluation outreach
Cross-Lines Community Outreach
736 Shawnee AveKansas CityKS66105480697177501(c)(3)$8,000Grant award for employee benefits
Cultivate KC
4223 Gibbs RoadKansas CityKS66106202365320501(c)(3)$25,000$10,000 to Juniper Gardens Training Farm and $15,000 to Senior Farmers' Market Nutrition Program
Don Bosco Center
580 Campbell StKansas CityMO641061273440558260501(c)(3)$19,000Grant award
El Centro Inc
650 Minnesota AveKansas CityKS66101362904073501(c)(3)$10,000Grant award for audit/accounting services
Family Conservancy
444 Minnesota Avenue Suite 200Kansas CityKS66101440454800501(c)(3)$35,000Grant for Healthy Parents, Healthy Kids
Foster Adopt Connect Inc
18600 E 37th Terrace Box 11IndependenceMO64057431895965501(c)(3)$7,000Audit/Accounting Services grant
Front Porch Alliance
3210 Michigan Ave 302Kansas CityMO64109431874501501(c)(3)$25,000Neighborhood Families
Grandview Assistance Program
1121 Main StGrandviewMO64030431607813501(c)(3)$7,980Grant for facility expenses
Guadalupe Centers Inc
1015 Avenida Cesar ChavezKansas CityMO64108440610781501(c)(3)$14,000Grant award
High Aspirations Inc
6320 Brookside Plaza Ste 263Kansas CityMO64113810673432501(c)(3)$15,000Grant to High Aspirations Program
Hillcrest Transitional Housing of Mid-America
PO Box 901924Kansas CityMO64190202507763501(c)(3)$10,000Grant for facilities expenses
Hyman Brand Hebrew Academy
5801 West 115th StreetOverland ParkKS66211486125262501(c)(3)$80,000General Financial Assistance
Hyman Brand Hebrew Academy
5801 West 115th StreetOverland ParkKS66211486125262501(c)(3)$15,000Support of Melton School of Kansas City for adult Jewish learning
Hyman Brand Hebrew Academy
5801 West 115th StreetOverland ParkKS66211486125262501(c)(3)$53,200Support for Hebrew Specialist and Limudim Program
Inclusion Connections
15738 W 148th TerraceOlatheKS66062462754831501(c)(3)$10,000Grant award for facility expenses
Jewish Community Campus
5801 W 115th StreetOverland ParkKS66211431392330501(c)(3)$155,000Grant award for ROE Relief
Jewish Community Center
5801 W 115th StreetOverland ParkKS66211440545992501(c)(3)$240,000General Support for Heritage Center
Jewish Family Services (JFS)
5801 W 115th Street Suite 103Overland ParkKS66211440545829501(c)(3)$37,500General Support for Chaplaincy
Jewish Family Services (JFS)
5801 W 115th Street Suite 103Overland ParkKS66211440545829501(c)(3)$12,500General Support for TribeKC
Jewish Family Services (JFS)
5801 W 115th Street Suite 103Overland ParkKS66211440545829501(c)(3)$328,866General Support for Mental Health, Food & Shelter, Older Adult, Food Pantry, Chaplain, Tribe KC programs
Jewish Family Services (JFS)
5801 W 115th Street Suite 103Overland ParkKS66211440545829501(c)(3)$63,750General Support for Food and Shelter
Jewish Family Services (JFS)
5801 W 115th Street Suite 103Overland ParkKS66211440545829501(c)(3)$33,616General Support for Food Pantry
Jewish Family Services (JFS)
5801 W 115th Street Suite 103Overland ParkKS66211440545829501(c)(3)$51,500General Support for Mental Health & Educatioon
Jewish Family Services (JFS)
5801 W 115th Street Suite 103Overland ParkKS66211440545829501(c)(3)$120,000General Support for Older Adult Program
Jewish Federation of Greater Kansas City
5801 W 115th Street Suite 201Overland ParkKS66211440545913501(c)(3)$30,000General Support of Chesed Fund
Jewish Federation of Greater Kansas City
5801 W 115th Street Suite 201Overland ParkKS66211440545913501(c)(3)$110,000General Support for Sasone
Jewish Federation of Greater Kansas City
5801 W 115th Street Ste 201Overland ParkKS66211440545913501(c)(3)$10,000Support of JCRB/AJC
Jewish Vocational Services
4600 The PaseoKansas CityMO64110440545994501(c)(3)$10,000General Support for Facility expenses
Kanbes Markets
4747 Troost Ave Ste 207Kansas CityMO64110811505292501(c)(3)$10,000General Support for Healthy Corner Store
Kansas City Anti-Violence Project
PO Box 411211Kansas CityMO64141770595867501(c)(3)$10,000Grant award for Facility expenses and Technology
Kansas City CARE Clinic
3515 BroadwayKansas CityMO64111430967292501(c)(3)$20,000Grant award for Enhanced Care Coordination
Kansas City Indian Center
600 West 39th StreetKansas CityMO64111431012392501(c)(3)$7,694Grant award for Facility expenses, Audit/Accounting services
Kansas City Mothers in Charge
3200 Wayne Ste 124Kansas CityMO64109472342408501(c)(3)$10,000Grant for Audit/Accounting Services
Kansas University Endowment Association
2330 Shawnee Mission ParkwayWestwoodKS66205480547734501(c)(3)$18,000Grant to the Dotte Agency Program - Mobile Market in Wyandotte County
KC Healthy Kids
650 Minnesota AveKansas CityKS66101204613795501(c)(3)$20,000Grant for "I am Here" Youth Program
Metropolitan Lutheran Ministry
3031 HolmesKansas CityMO641091435430970991501(c)(3)$11,000Grant award
Metropolitan Organization to Counter Sexual Assault
3100 Broadway Suite 400Kansas CityMO64111431061620501(c)(3)$7,000Grant award for information technology expenses
Mid-America Regional Council Community Services Corporation
600 Broadway 200Kansas CityMO64105201824454501(c)(3)$50,000Grant award
Mother's Refuge
14400 East 42nd Street Suite 220IndependenceMO64055431454628501(c)(3)$10,000Grant award for Audit and Employee Benefits
Northwest Communities Development Corp
217 S Cedar AveIndependenceMO64053431822719501(c)(3)$11,000Grant award
Nourish KC
11 E 40th StKansas CityMO64111431525298501(c)(3)$20,000Grant for Culinary Cornerstones Training
Oral Health Kansas Inc
800 SW Jackson St Ste 1120TopekaKS66612200337278501(c)(3)$10,000Grant award
Palestine Senior Citizens Activity Center Inc
3325 Prospect AveKansas CityMO64128431531200501(c)(3)$9,000Grant award
Phoenix Family Housing Corp
3908 WashingtonKansas CityMO64111680101133501(c)(3)$9,000Grant award
Planned Parenthood of the Great Plains
4401 West 109 St Suite 200Shawnee MissionKS662119705440565390501(c)(3)$15,000Grant for Sexual Health Education for individual with intellectual & developmental disabilities
Platte Senior Services Inc
11724 NW Plaza Circle Ste 700Kansas CityMO64153431255220501(c)(3)$9,000Grant award
Rabbinical Association of Greater Kansas City
5801 West 115th St Box 113Overland ParkKS662111800760710693501(c)(3)$12,000General Support for Conversion
Rabbinical Association of Greater Kansas City
5801 West 115th St Box 113Overland ParkKS662111800760710693501(c)(3)$10,000General Support for Core Operations
Reconciliation Services
3101 Troost AveKansas CityMO64109364580402501(c)(3)$15,000Grant award
Riverview Health Services Inc
722 Reynolds AveKansas CityKS66101481072716501(c)(3)$10,000Grant award for rent and utilities
Safehome Inc
PO Box 4563Overland ParkKS66204480917798501(c)(3)$8,000Grant award for Facilities Expenses
Shepherd's Center of Kansas City Central
5200 Oak StreetKansas CityMO64112430994417501(c)(3)$12,000Grant for OA programming core support
Shepherd's Center of KCK
757 Armstrong AveKansas CityKS66101481039483501(c)(3)$12,000Grant for OA programming core support
Shepherd's Center of Raytown
5110 Westridge CircleRaytownMO64133431531153501(c)(3)$8,000Grant for OA programming core support
Shepherd's Center of the Northland
4805 NE Antioch RdKansas CityMO64119431567162501(c)(3)$7,000Grant award
Southwest Boulevard Family Health Care Inc
300 Southwest BoulevardKansas CityKS66103481067752501(c)(3)$10,000Grant award for Facilities Expenses
St Lukes Hospital Foundation
4225 Baltimore AveKansas CityMO641112304446014699501(c)(3)$106,000General Support for Purple Clinic $100,000; Nursing Scholarship grants $6,000
St Therese of Little Flower Catholic Church
5814 Euclid AveKansas CityMO64130440610001501(c)(3)$6,500Grant award
Sunflower House
15440 W 65th StShawneeKS662179306480918698501(c)(3)$8,000Grant award for Audit/Accounting Services
The Mission Project Inc
5960 Dearborn Suite 225MissionKS66202830393426501(c)(3)$10,000Grant award for Transportation
Torah Learning Center
8800 W 103rd StOverland ParkKS66212431772532501(c)(3)$25,000Grant for Kosher Meals on Wheels
Truman Medical Center Charitable Foundation
2310 Holmes Ste 735Kansas CityMO64108431194064501(c)(3)$8,000Grant award
Turner House Clinic Inc
21 North 12th Street Suite 300Kansas CityKS66102481151382501(c)(3)$7,000Grant award for Audit/Accounting services expense
University of Kansas Hillel Foundation
722 New HampshireLawrenceKS66044521844823501(c)(3)$25,000General Support for Student Leadership Development
University of Kansas Hillel Foundation
722 New HampshireLawrenceKS66044521844823501(c)(3)$12,000General Support for Shabbat and Holiday Experiences
University of Kansas Hillel Foundation
722 New HampshireLawrenceKS66044521844823501(c)(3)$35,000General Support for Mental Health & Pastoral Counseling
Vaad HaKashruth of Kansas City
5801 W 115th St Ste 201Overland ParkKS662111824742808245501(c)(3)$10,000General Support for Core Operations
Village Shalom Inc
5500 W 123rd StOverland ParkKS66209481199065501(c)(3)$189,616General Support $89,616; Grant for Indigent Care in Memory Unit $100,000
Village Shalom Inc
5500 W 123rd StOverland ParkKS66209481199065501(c)(3)$64,616General Support for Financial Aid
Wildwood Outdoor Education Center
7095 W 399th StreetLa CygneKS66040431154205501(c)(3)$15,000Grant for Camper Retention Project
YMCA of Greater Kansas City
3100 Broadway Ste 1020Kansas CityMO64111440546002501(c)(3)$10,000Grant for Journey to Wellness program

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Line 2:FormAndLineReferenceDesc
ExplanationThe Menorah Heritage Foundation supports the Jewish Community Foundation of Greater Kansas City (referred to below as "Foundation"), which provides development, administrative, grant-making and educational services. Following is a description of the process followed by the foundation in its grants monitoring: before a grant is issued from any fund, the Foundation's staff reviews the grant recommendation for appropriateness, checking for such issues as the risk of personal benefit, proper authorization and grant approval. If necessary, staff will contact the fund representative to clarify those requests that might appear to involve personal benefits. As a safeguard, grants to charities that are known to provide benefits to their donors are sent with an accompanying letter warning the grantee that no personal benefits can be provided to anyone in exchange for the grant. If it comes the knowledge of the staff that a personal benefit was provided, then a grant refund is requested. Grant letters also specify the purpose of the grant, and where appropriate, the reporting responsibilities of the grantee. These reports are used to determine whether the grantee used the funds in the manner requested. the Foundation maintains a list of approved grantees that have had their 501(c)(3) status verified either by the IRS website list of charities or by written documentation received from the charity.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonLauren Mattleman HoopesPersonNm
TitleExecutive Director - Jewish CommunitTitleTxt
Base Compensation Filing Org$0BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$197,112CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$0DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$15,769DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$0NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$12,095NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$0TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$224,976TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section A, line 2Howard Mayer and Diane Azorsky are brother/sister
Form 990, Part VI, Section A, line 6See 7a explanation below
Form 990, Part VI, Section A, line 7aMembers of the supporting foundation fall into one of two classes, those representing the donor(s) and those representing the supported organization. Members of the donor class are elected by the donor(s); members of the supported organization class are elected by the supported organization. All members serve as trustees. The supported organization class must always have one more trustee than the donor class. At the annual meeting, the trustees elect officers to carry out the day to day business of the supporting organization. The term of service of officers is one year.
Form 990, Part VI, Section A, line 7bSee 7a explanation below
Form 990, Part VI, Section B, line 11bThe Form 990 is prepared by the Foundation's CPA and reviewed by the chief financial officer and executive director of the Jewish Community Foundation of Greater Kansas City.
Form 990, Part VI, Section B, line 12cIn May of each year the trustees are required to disclose on a form any organizations for which they or their spouses serve as trustees. In addition, before each vote to award grants, the trustees are asked to disclose whether they or their spouse serve on the grant applicant's board. Anyone who has such a conflict is asked not to vote.
Form 990, Part VI, Section C, line 19Copies of governing documents and financial information are available upon request.
Form 990, Part IX, line 11gAdministration fees: Program service expenses 0. Management and general expenses 64,992. Fundraising expenses 0. Total expenses 64,992. Other professional fees: Program service expenses 0. Management and general expenses 640. Fundraising expenses 0. Total expenses 640. Management and general: Program service expenses 0. Management and general expenses 259,521. Fundraising expenses 0. Total expenses 259,521.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1Jewish Community Foundation of Greater KCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line15801 W 115th StreetAddressLine1Txt
CityOverland ParkCityNm
State AbbreviationKSStateAbbreviationCd
ZIP66211ZIPCd
FieldValueIRS element (for citing)
EIN436049281EIN
Primary ActivitiesFOUNDATIONPrimaryActivitiesTxt
Legal Domicile StateKSLegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity StatusLine 7PublicCharityStatusTxt
Direct Controlling NAN/ADirectControllingNACd
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
Jewish Community Foundation of Greater KC
M$64,992Cash paid
Jewish Community Foundation of Greater KC
O$259,521Compensation paid