Civic Intelligence

Jewish Heritage Foundation

990EZ • Fiscal year 2014 • EIN 34-1942288

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 11, 2015

2340 Milton RdUniversity Hts, OH 44118

(216) 382-7557

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2014

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2014

Net Margin

6th percentile

-62%

Higher net margin than 6% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

92nd percentile

$48,000

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 75.6% of source-year revenue.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Assets

$326,548

No earlier filing loaded for comparison.

Net Assets

$326,548

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

$63,531

No earlier filing loaded for comparison.

Expenses

$102,970

No earlier filing loaded for comparison.

Net Income

-$39,439

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$400K$300K$200K$100K$0Assets 2014: $326,548Net Assets 2014: $326,5482014Assets 2015: $231,937Net Assets 2015: $231,9372015Assets 2016: $208,418Net Assets 2016: $208,4182016Assets 2017: $155,677Net Assets 2017: $155,6772017Assets 2018: $107,608Net Assets 2018: $107,6082018

Highlighted filing

2014

Assets$326,548
Liabilities-
Net Assets$326,548

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100KRevenue 2014: $63,531Expenses 2014: $102,970Net Income 2014: -$39,4392014Revenue 2015: $17,780Expenses 2015: $112,391Net Income 2015: -$94,6112015Revenue 2016: $21,766Expenses 2016: $45,285Net Income 2016: -$23,5192016Revenue 2017: $55,702Expenses 2017: $108,443Net Income 2017: -$52,7412017Revenue 2018: $38,923Expenses 2018: $86,992Net Income 2018: -$48,0692018

Highlighted filing

2014

Revenue$63,531
Expenses$102,970
Net Income-$39,439
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 11, 2015
Return Version
2014v5.0
Gross Receipts
$63,531
Mission and Program Overview

Mission

Religious education & spirituality

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION CONDUCTS RELIGIOUS PROGRAMS & EVENTS, AND DISSEMINATES INFORMATION VIA ITS WEBSITE IN ORDER TO PROVIDE GUIDANCE REGARDING ALL ASPECTS OF JUDAIC LIFE, RITUALS & TRADITIONS TO FOSTER INCREASED KNOWLEDGE & SPIRITUAL SATISFACTION & PRIDE WITH THE JEWISH HERITAGE.-$71,709
ACQUISITION, RENTAL & SALES OF REAL ESTATE, WHICH IS CONSIDERED A FUNDRAISING ACTIVITY OF THE ORGANIZATION, IS APPROPRIATELY TREATED AS EXEMPT FUNCTION INCOME. THE NEED FOR FUNDRAISING AROSE BECAUSE THE ORGANIZATION PROVIDES ITS SERVICES AT NO COST.-$31,261
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RABBI CHAIM ZWICKExecutive DirectorFT$0$48,000$48,000
RABBI MENACHEM KRANTZEducational DirectorPT$0--
RABBI BORUCH HIRSCHFIELDAdvisory Board Member-$0--
RABBI AHARON LEVITANSKYAdvisory Board Member-$0--
NEIL TRAMERTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Jewish Heritage Foundation
EIN
34-1942288
Phone
2163827557
Address
2340 MILTON RD, UNIVERSITY HTS, OH 44118

Signing Officer

Name
Rabbi Chaim Zwick
Title
Executive Director
Phone
2163827557
Signed
2015-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Gross and Company Inc
Address
3681 S GREEN RD SUITE 306, BEACHWOOD, OH 44122
Preparer
Philip R Light CPA
Phone
2168310011
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

Gross fundraising receipts 33533. Non debt-financed real estate sales 25632.

Form 990EZ, Part I, Line 16

Spiritual & educational expenses: auto & travel 7171. Bank charges 191. Charitable donations 715. Dues & publications 205. Legal & professional fees 5400. Consulting fees 3725. Office & miscellaneous expenses 1341. Insurance 2107. Telephone 2854. Real estate activity: non-investment depreciation 7694. Insurance 2629. Real estate taxes 14164. Repairs 5050. Utilities 1724.

Form 990EZ, Part II, Line 24

Assets acquired for fundraising sales 103413. 113270.

Form 990EZ, Part II, Line 26

Security deposit 1650. 0.

Raw XML Appendix166 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0UNIVERSITY HTS
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RABBI CHAIM ZWICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RABBI MENACHEM KRANTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RABBI BORUCH HIRSCHFIELD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RABBI AHARON LEVITANSKY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4NEIL TRAMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1EDUCATIONAL DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2ADVISORY BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3ADVISORY BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0103413
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0113270
IRS990EZ/OtherExpensesTotalAmt054970
IRS990EZ/OtherRevenueTotalAmt059165
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0RELIGIOUS EDUCATION & SPIRITUALITY
IRS990EZ/ProgramServiceRevenueAmt00
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1ACQUISITION, RENTAL & SALES OF REAL ESTATE, WHICH IS CONSIDERED A FUNDRAISING ACTIVITY OF THE ORGANIZATION, IS APPROPRIATELY TREATED AS EXEMPT FUNCTION INCOME. THE NEED FOR FUNDRAISING AROSE BECAUSE THE ORGANIZATION PROVIDES ITS SERVICES AT NO COST.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt071709
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IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt048000
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OH
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01650
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0102970
IRS990EZ/TotalProgramServiceExpensesAmt0102970
IRS990EZ/TotalRevenueAmt063531
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0JEWISHHERITAGEFOUNDATION.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04366
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt016798
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt012375
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0100
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0918
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt047050
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt024900
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt05727
IRS990ScheduleA/InvestmentIncomeCYPct00.02380
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
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IRS990ScheduleA/Total509Grp/TotalAmt0235032
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0240759
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0GROSS FUNDRAISING RECEIPTS 33533. NON DEBT-FINANCED REAL ESTATE SALES 25632.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SPIRITUAL & EDUCATIONAL EXPENSES: AUTO & TRAVEL 7171. BANK CHARGES 191. CHARITABLE DONATIONS 715. DUES & PUBLICATIONS 205. LEGAL & PROFESSIONAL FEES 5400. CONSULTING FEES 3725. OFFICE & MISCELLANEOUS EXPENSES 1341. INSURANCE 2107. TELEPHONE 2854. REAL ESTATE ACTIVITY: NON-INVESTMENT DEPRECIATION 7694. INSURANCE 2629. REAL ESTATE TAXES 14164. REPAIRS 5050. UTILITIES 1724.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ASSETS ACQUIRED FOR FUNDRAISING SALES 103413. 113270.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SECURITY DEPOSIT 1650. 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RABBI CHAIM ZWICK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02163827557
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JEWISH HERITAGE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JEWI
ReturnHeader/Filer/EIN0341942288
ReturnHeader/Filer/PhoneNum02163827557
ReturnHeader/Filer/USAddress/AddressLine1Txt02340 MILTON RD
ReturnHeader/Filer/USAddress/CityNm0UNIVERSITY HTS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044118
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GROSS AND COMPANY INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03681 S GREEN RD SUITE 306
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BEACHWOOD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044122
ReturnHeader/PreparerPersonGrp/PhoneNum02168310011
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PHILIP R LIGHT CPA
ReturnHeader/ReturnTs02015-11-12T15:28:04-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

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