Civic Intelligence

Jewish Heritage Foundation

990EZ • Fiscal year 2017 • EIN 34-1942288

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 07, 2018

Organization ProfileJEWISHHERITAGEFOUNDATION.ORG
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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

5th percentile

-95%

Higher net margin than 5% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

89th percentile

$40,000

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 71.8% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

17th percentile

-25%

Faster asset growth than 17% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

95th percentile

156%

Faster revenue growth than 95% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$155,677

Down $52,741 (-25%) from 2016

Net Assets

Down

$155,677

Down $52,741 (-25%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin5th percentile

Revenue

Up

$55,702

Up $33,936 (+156%) from 2016

Expenses

Up

$108,443

Up $63,158 (+139%) from 2016

Net Income

Down

-$52,741

Down $29,222 (-124%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

2017

Assets$155,677
Liabilities-
Net Assets$155,677
Open 2017 Filing

Operations Trend

Revenue Growth95th percentile

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

2017

Revenue$55,702
Expenses$108,443
Net Income-$52,741
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 7, 2018
Return Version
2017v2.2
Gross Receipts
$55,702
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.-$108,443
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.--
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RABBI CHAIM ZWICKExecutive DirectorFT$0$40,000$40,000
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
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
2018-11-07
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

Pt IV

“Compensation of executive director constitutes parsonage allowance payments to the organization's ordained religious leader.”

Form 990EZ, Part I, Line 8

“Gross fundraising receipts 0.”

Form 990EZ, Part I, Line 16

“Spiritual & educational expenses:”

Form 990EZ, Part I, Line 16

“AUTO & TRAVEL 5267.”

Form 990EZ, Part I, Line 16

“BANK CHARGES 284.”

Form 990EZ, Part I, Line 16

“Charitable donations 2541.”

Form 990EZ, Part I, Line 16

“PROFESSIONAL FEES 500.”

Form 990EZ, Part I, Line 16

“Office & miscellaneous expenses 296.”

Form 990EZ, Part I, Line 16

“TEACHING FEES 54150.”

Form 990EZ, Part I, Line 16

“TELEPHONE 2724.”

Form 990EZ, Part I, Line 16

“INSURANCE 2681.”

Form 990EZ, Part II, Line 24

“Assets acquired for fundraising sales 102637. 123426.”

Raw XML Appendix178 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
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/BOYAmt0105781
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt032251
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt055702
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-52741
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0208418
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0155677
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt055702
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartIVInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0208418
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0155677
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0208418
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0155677
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/ExpenseAccountOtherAllwncAmt040000
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/BOYAmt0102637
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0123426
IRS990EZ/OtherExpensesTotalAmt068443
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/ProgramServiceExpensesAmt0108443
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt040000
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OH
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0108443
IRS990EZ/TotalProgramServiceExpensesAmt0108443
IRS990EZ/TotalRevenueAmt055702
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0JEWISHHERITAGEFOUNDATION.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt055702
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt015215
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt012212
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt04366
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt016798
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0104293
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt06551
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt05568
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt059165
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt047050
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0118334
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00.00060
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct00.99940
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0222627
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt055702
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt021766
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt017780
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt063531
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt063848
IRS990ScheduleA/Total509Grp/TotalAmt0222627
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0222627
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0COMPENSATION OF EXECUTIVE DIRECTOR CONSTITUTES PARSONAGE ALLOWANCE PAYMENTS TO THE ORGANIZATION'S ORDAINED RELIGIOUS LEADER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GROSS FUNDRAISING RECEIPTS 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SPIRITUAL & EDUCATIONAL EXPENSES:
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AUTO & TRAVEL 5267.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BANK CHARGES 284.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CHARITABLE DONATIONS 2541.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PROFESSIONAL FEES 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7OFFICE & MISCELLANEOUS EXPENSES 296.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8TEACHING FEES 54150.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9TELEPHONE 2724.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10INSURANCE 2681.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11ASSETS ACQUIRED FOR FUNDRAISING SALES 102637. 123426.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt IV
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 8
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 II, Line 24
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RABBI CHAIM ZWICK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02163827557
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-07
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/IPDt02018-11-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm008:26:07
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/PreparationDt02018-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PHILIP R LIGHT CPA
ReturnHeader/ReturnTs02018-11-07T08:26:16-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$155,677
Liabilities
-
Net assets
$155,677
Revenue
$55,702
Expenses
$108,443
Net income
-$52,741
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$1.08$1.08$0.39$0.87$0.48
2017Detailed filing. Detailed filing data is available for this year.$1.56$1.56$0.56$1.08$0.53
2016Detailed filing. Detailed filing data is available for this year.$2.08$2.08$0.22$0.45$0.24
2015Detailed filing. Detailed filing data is available for this year.$2.32$2.32$0.18$1.12$0.95
2014Detailed filing. Detailed filing data is available for this year.$3.27$3.27$0.64$1.03$0.39