Civic Intelligence

The Menorah Legacy Foundation

EIN 43-6049318 • 501(c)3 • Overland Park, KS

View Organization Page

Profile

The primary mission of the Foundation is to support programs that foster the delivery, quality, or affordability of healthcare or healthcare-related social services, i.e. services that promote physical or mental health in the Jewish community. The Foundation's secondary mission is to supprt human and social services that may be unrelated to healthcare but that foster or maintain a vibrant Jewish community.In the greater Kansas City community, the Foundation's mission is to support programs that proactively improve health and wellness by fostering transformational change in individual or community behaviors. We refer to the focus as "Healthy for Life".

5801 W 115 Street No 104Overland Park, KS 66211

www.menorahlegacy.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2016

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

2nd percentile

-2250%

Higher net margin than 2% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

9th percentile

-100%

Faster asset growth than 9% of similar nonprofits.

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

Revenue Growth

4th percentile

-99%

Faster revenue growth than 4% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $17,538,951 (-100%) from 2015

Liabilities

Down

$0

Down $4,311 (-100%) from 2015

Net Assets

Down

$0

Down $17,534,640 (-100%) from 2015

Operations
Liabilities / Revenue61st percentileNet Margin2nd percentile

Revenue

Down

$14,952

Down $1,638,124 (-99%) from 2015

Expenses

Down

$351,428

Down $1,234,257 (-78%) from 2015

Net Income

Down

-$336,476

Down $403,867 (-599%) from 2015

Trend Graphs

Balance Sheet Trend

Asset Growth9th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30M$20M$10M$0Assets 2011: $20,310,813Liabilities 2011: $27,834Net Assets 2011: $20,282,9792011Assets 2012: $20,999,824Liabilities 2012: $1,944Net Assets 2012: $20,997,8802012Assets 2013: $19,592,879Liabilities 2013: $4,484Net Assets 2013: $19,588,3952013Assets 2014: $20,031,523Liabilities 2014: $755,753Net Assets 2014: $19,275,7702014Assets 2015: $17,538,951Liabilities 2015: $4,311Net Assets 2015: $17,534,6402015Assets 2016: $0Liabilities 2016: $0Net Assets 2016: $02016

Highlighted filing

2016

Assets$0
Liabilities$0
Net Assets$0
Open 2016 Filing

Operations Trend

Revenue Growth4th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2011: $1,553,133Expenses 2011: $2,181,680Net Income 2011: -$628,5472011Revenue 2012: $3,333,808Expenses 2012: $1,961,135Net Income 2012: $1,372,6732012Revenue 2013: $1,217,685Expenses 2013: $4,273,065Net Income 2013: -$3,055,3802013Revenue 2014: $2,038,869Expenses 2014: $2,331,637Net Income 2014: -$292,7682014Revenue 2015: $1,653,076Expenses 2015: $1,585,685Net Income 2015: $67,3912015Revenue 2016: $14,952Expenses 2016: $351,428Net Income 2016: -$336,4762016

Highlighted filing

2016

Revenue$14,952
Expenses$351,428
Net Income-$336,476
Open 2016 Filing

Filings

Most recent year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$14,952
Expenses
$351,428
Net income
-$336,476
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.01$0.35$0.34
2015Detailed filing. Detailed filing data is available for this year.$17.5$0.00$17.5$1.65$1.59$0.07
2014Detailed filing. Detailed filing data is available for this year.$20.0$0.76$19.3$2.04$2.33$0.29
2013Detailed filing. Detailed filing data is available for this year.$19.6$0.00$19.6$1.22$4.27$3.06
2012Summary only. Only limited summary data is available for this year.$21.0$0.00$21.0$3.33$1.96$1.37
2011Summary only. Only limited summary data is available for this year.$20.3$0.03$20.3$1.55$2.18$0.63
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jul 21, 2017
Return Version
2016v3.0
Gross Receipts
$76,240
Mission and Program Overview

Mission

The primary mission of the Foundation is to support programs that foster the delivery, quality, or affordability of healthcare or healthcare-related social services, i.e. services that promote physical or mental health in the Jewish community. The Foundation's secondary mission is to support human and social services that may be unrelated to healthcare but that foster or maintain a vibrant Jewish community.In the greater Kansas City community, the Foundation's mission is to support programs that proactively improve health and wellness by fostering transformational change in individual or community behaviors. We refer to the focus as "Healthy for Life".See schedule O regarding merger during 2016.

To provide healthcare related support in the Kansas City Metropolitan area. See schedule O regarding merger during 2016.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$17,132,042$0▼ $17,132,042
Cash and Non-Interest-Bearing Accounts$120,483$0▼ $120,483
Prepaid Expenses and Deferred Charges$55,749$0▼ $55,749
Land, Buildings, and Equipment, Net$7,374$0▼ $7,374
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$17,538,951$0▼ $17,538,951
Other Assets Total$223,303$0▼ $223,303
Liabilities
Accounts Payable and Accrued Expenses$4,311--
Total Liabilities$4,311$0▼ $4,311
Net Assets / Fund Balance
Temporarily Rstr Net Assets$9,088,987$0▼ $9,088,987
Unrestricted Net Assets$7,085,528$0▼ $7,085,528
Permanently Rstr Net Assets$1,360,125$0▼ $1,360,125
Total Net Assets Fund Balance$17,534,640$0▼ $17,534,640
Total Liabilities and Net Assets / Fund Balance$17,538,951$0▼ $17,538,951

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$3,680,790--$3,680,790-
2015$4,037,842-▼ $29,382-$3,680,790
2014$4,102,352$25,000▲ $296,232-$4,037,842
2013$3,797,871-▲ $555,793-$4,102,352
2012$3,551,987-▲ $413,090-$3,797,871
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Diane AzorskyExecutive DirectorFT$31,000$31,000

Board Members and Trustees

NameTitle
Jeffrey Kramer MDPresident
Howard WizigExecutive Vice President
Dan Somberg PhDVice President Grants
Brian ScharfVice President Investments
Brian KaufmanDirector
Gary WolfDirector
John Goldberg MDDirector
Justin JohlDirector
Ken SonnenscheinDirector
Laura GreenbaumDirector
Linda LyonDirector
Loren BerenbomDirector
Margie RobinowDirector
Nola AdeboDirector
Phyllis StevensDirector
Randall HickmanDirector
Stanley BrandDirector
Stevi BrickSecretary
Arthur LiebenthalTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$4,030
Program Service Revenue
$0
Investment Income
$10,922
Other Revenue
$0
All Other Contributions
$4,030
Change in Net Assets
$-336,476
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$247,125
Other Expenses$53,078
Salaries, Compensation, and Employee Benefits$51,225
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$247,125--$247,125
Other Salaries and Wages-$42,250-$42,250
Fees for Service Investment Mgmnt Fees-$22,754-$22,754
Fees for Services Accounting-$9,904-$9,904
Other Employee Benefits-$4,682-$4,682
Occupancy-$4,218-$4,218
Payroll Taxes-$3,233-$3,233
Insurance-$3,121-$3,121
Office Expenses-$2,878-$2,878
Fees for Services Other-$2,061-$2,061
Information Technology-$1,073-$1,073
Other Expenses-$1,071-$1,071
Pension Plan Contributions-$1,060-$1,060
Total Functional Expenses$247,125$104,303$0$351,428
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Jewish Vocational ServicesKansas City, MO501 c 3JVS Global Gardens$60,000
HarvestersKansas City, MO501 c 3Project STRENGTH$25,000
KC Healthy KidsKansas City, KS501 c 3I AM HERE, youth advocacy$25,000
Family ConservancyKansas City, KS501 c 3Child of mine program$20,000
Harvest Learning CenterKansas City, MO501 c 3Harvest Learning Center Grocery$20,000
MarcKansas City, MO501 c 3KS/MO Nutrition incentive program$15,000
Metro Lutheran MinistriesKansas City, MO501 c 3Orchard and Community Garden$14,849
Camps for KidsKansas City, MO501 c 3Camp scholarships$12,500
Kansas City Community GardensKansas City, MO501 c 3Self-help gardening$12,500
Sherwood CenterKansas City, MO501 c 3Healthy Eating Initiative$12,276
After the HarvestKansas City, MO501 c 3Produce procurement program$10,000
Catholic Charities of NE KansasKansas City, KS501 c 3Integrated health services$10,000
Coterie TheatreKansas City, MO501 c 3Dramatic Health Education$10,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11B

“With the merger during the year, the Form 990 was reviewed by management and the audit committee of the merged organization.”

Form 990, Part VI, Section B, line 12C

“The Foundation maintained a written conflict of interest policy. Board members were required to complete a conflict statement once a year.”

Form 990, Part VI, Section B, line 15A

“The compensation of the Executive Director was reviewed annually by the Board of Directors and included a review of compensation surveys for like size, not-for-profit entities within the region and industry.”

Form 990, Part VI, Section C, line 19

“The Form 990 and financial statements were posted to the Foundation's website. Governing documents are being maintained by the merged entity.”

Filing and Contact Details

Filer

Filer Name
The Menorah Legacy Foundation
EIN
43-6049318
Phone
9139818866
Address
5801 W 115 Street No 104, Overland Park, KS 66211

Signing Officer

Name
Rita Cortes
Title
Exec Dir, Menorah Heritage Fndt
Phone
9139818866
Signed
2017-07-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rita Cortes
Formed
2003
Legal Domicile
Mo
Voting Board Members
19
Independent Board Members
19
Employees
2
Volunteers
0

Preparer

Firm
House Park Dobratz & Wiebler PC
Address
605 W 47th Street Suite 301, Kansas City, MO 64112
Preparer
Stanley H House CPA
Phone
8169313393
Supplemental Narrative

Additional Explanations

Form 990, Part XI, line 9:

“Transfer of assets and liabilities in connection with merger -17,380,017.”

Form 990

“During 2016, the Foundation merged with Jewish Heritage Foundation. In connection with the merger, the Foundation transferred all of its assets and liabilities to Menorah Heritage Foundation, the newly merged entity.”

Financial Statement Notes

Schedule D, Part 1

“During 2016, the Foundation merged its assets and liabilities with another foundation. A total of $1,102,004 of investments were in a donor advised fund that was a part of the transfer to the merged entity.”

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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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IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4President
IRS990/Form990PartVIISectionAGrp/TitleTxt5Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Vice President Investments
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Vice President Grants
IRS990/Form990PartVIISectionAGrp/TitleTxt15Executive Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt16Director
IRS990/Form990PartVIISectionAGrp/TitleTxt17Director
IRS990/Form990PartVIISectionAGrp/TitleTxt18Director
IRS990/Form990PartVIISectionAGrp/TitleTxt19Executive Director
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IRS990/MissionDesc0The primary mission of the Foundation is to support programs that foster the delivery, quality, or affordability of healthcare or healthcare-related social services, i.e. services that promote physical or mental health in the Jewish community. The Foundation's secondary mission is to support human and social services that may be unrelated to healthcare but that foster or maintain a vibrant Jewish community.In the greater Kansas City community, the Foundation's mission is to support programs that proactively improve health and wellness by fostering transformational change in individual or community behaviors. We refer to the focus as "Healthy for Life".See schedule O regarding merger during 2016.
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0During 2016, the Foundation merged its assets and liabilities with another foundation. A total of $1,102,004 of investments were in a donor advised fund that was a part of the transfer to the merged entity.

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