Civic Intelligence

Jewish Heritage Foundation

990EZ • Fiscal year 2016 • EIN 34-1942288

Jan 01, 2016 to Dec 31, 2016 • Filed on May 04, 2017

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

4th percentile

-108%

Higher net margin than 4% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

29th percentile

-10%

Faster asset growth than 29% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

75th percentile

22%

Faster revenue growth than 75% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$208,418

Down $23,519 (-10%) from 2015

Net Assets

Down

$208,418

Down $23,519 (-10%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$21,766

Up $3,986 (+22%) from 2015

Expenses

Down

$45,285

Down $67,106 (-60%) from 2015

Net Income

Up

-$23,519

Up $71,092 (+75%) from 2015

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

2016

Assets$208,418
Liabilities-
Net Assets$208,418

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

2016

Revenue$21,766
Expenses$45,285
Net Income-$23,519
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 4, 2017
Return Version
2016v3.0
Gross Receipts
$21,766
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.-$40,463
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.-$4,822
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RABBI CHAIM ZWICKExecutive DirectorFT$0--
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
The Legacy 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
2017-05-04
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 6551.

Form 990EZ, Part I, Line 16

Spiritual & educational expenses:

Form 990EZ, Part I, Line 16

AUTO & TRAVEL 9141.

Form 990EZ, Part I, Line 16

BANK CHARGES 36.

Form 990EZ, Part I, Line 16

Charitable donations 1310.

Form 990EZ, Part I, Line 16

PROFESSIONAL FEES 9384.

Form 990EZ, Part I, Line 16

Office & miscellaneous expenses 289.

Form 990EZ, Part I, Line 16

TEACHING FEES 15222.

Form 990EZ, Part I, Line 16

TELEPHONE 5081.

Form 990EZ, Part I, Line 16

REAL ESTATE ACTIVITY:

Form 990EZ, Part I, Line 16

INSURANCE 4712.

Form 990EZ, Part I, Line 16

REAL ESTATE TAXES 110.

Form 990EZ, Part II, Line 24

Assets acquired for fundraising sales 133170. 102637.

Raw XML Appendix183 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PersonNm0RABBI CHAIM ZWICK
IRS990EZ/BooksInCareOfDetail/PhoneNum02163827557
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02340 MILTON RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0UNIVERSITY HTS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd044118
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt098767
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0105781
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt015215
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-23519
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0231937
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0208418
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt021766
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0231937
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0208418
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0231937
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0208418
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt060.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
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/BOYAmt0133170
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0102637
IRS990EZ/OtherExpensesTotalAmt045285
IRS990EZ/OtherRevenueTotalAmt06551
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0RELIGIOUS EDUCATION & SPIRITUALITY
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE 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.
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/ProgramServiceExpensesAmt040463
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt14822
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OH
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt045285
IRS990EZ/TotalProgramServiceExpensesAmt045285
IRS990EZ/TotalRevenueAmt021766
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0JEWISHHERITAGEFOUNDATION.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt015215
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt012212
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt04366
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt016798
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt012375
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt060966
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0152
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0152
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt06551
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt05568
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt059165
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt047050
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt064183
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0182517
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0152
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0152
IRS990ScheduleA/InvestmentIncomeCYPct00.00060
IRS990ScheduleA/InvestmentIncomePYPct00.00220
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.99940
IRS990ScheduleA/PublicSupportPY509Pct00.99780
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0243483
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt021766
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt017780
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt063531
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt063848
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt076558
IRS990ScheduleA/Total509Grp/TotalAmt0243483
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0243635
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0GROSS FUNDRAISING RECEIPTS 6551.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SPIRITUAL & EDUCATIONAL EXPENSES:
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AUTO & TRAVEL 9141.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BANK CHARGES 36.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CHARITABLE DONATIONS 1310.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PROFESSIONAL FEES 9384.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6OFFICE & MISCELLANEOUS EXPENSES 289.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7TEACHING FEES 15222.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8TELEPHONE 5081.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9REAL ESTATE ACTIVITY:
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10INSURANCE 4712.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11REAL ESTATE TAXES 110.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12ASSETS ACQUIRED FOR FUNDRAISING SALES 133170. 102637.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part II, Line 24
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RABBI CHAIM ZWICK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02163827557
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE LEGACY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LEGA
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/FilingSecurityInformation/AtSubmissionCreationDeviceId02E05603C0CD2DA5EFD8744C01327A7B7F76DC798
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0706C334961924A90244C61B8CB20B144E08B701D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0207.58.200.115
ReturnHeader/FilingSecurityInformation/IPDt02017-11-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm013:29:48
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/PreparationDt02017-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PHILIP R LIGHT CPA
ReturnHeader/ReturnTs02017-11-15T13:30:03-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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