Civic Intelligence

The Menorah Legacy Foundation

990 • Fiscal year 2014 • EIN 43-6049318

Jan 01, 2014 to Dec 31, 2014 • Filed on Jun 25, 2015

Organization Profilewww.menorahlegacy.org

View Organization Page

8900 State Line Road No 450Leawood, KS 66206

(816) 753-0606

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.04x

Higher debt load relative to assets than 22% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

60th percentile

0.37x

Higher debt load relative to revenue than 60% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Net Margin

12th percentile

-14%

Higher net margin than 12% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

34th percentile

$128,441

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 6.3% of source-year revenue.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Asset Growth

46th percentile

2.2%

Faster asset growth than 46% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

92nd percentile

67%

Faster revenue growth than 92% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$20,031,523

Up $438,644 (+2.2%) from 2013

Net Assets

Down

$19,275,770

Down $312,625 (-1.6%) from 2013

Liabilities

Up

$755,753

Up $751,269 (+16754%) from 2013

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin12th percentile

Revenue

Up

$2,038,869

Up $821,184 (+67%) from 2013

Expenses

Down

$2,331,637

Down $1,941,428 (-45%) from 2013

Net Income

Up

-$292,768

Up $2,762,612 (+90%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$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

2014

Assets$20,031,523
Liabilities$755,753
Net Assets$19,275,770
Open 2014 Filing

Operations Trend

Revenue Growth92nd percentile

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$2,038,869
Expenses$2,331,637
Net Income-$292,768
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jun 25, 2015
Return Version
2014v5.0
Gross Receipts
$2,038,869
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$18,762,885$19,188,344▲ $425,459
Cash and Non-Interest-Bearing Accounts$171,379$252,597▲ $81,218
Pledges and Grants Receivable$90,750$41,250▼ $49,500
Land, Buildings, and Equipment, Net$8,608$7,614▼ $994
Prepaid Expenses and Deferred Charges$7,252$4,427▼ $2,825
Total Assets$19,592,879$20,031,523▲ $438,644
Other Assets Total$552,005$537,291▼ $14,714
Liabilities
Grants Payable-$751,219-
Accounts Payable and Accrued Expenses$4,484$4,534▲ $50
Total Liabilities$4,484$755,753▲ $751,269
Net Assets / Fund Balance
Temporarily Rstr Net Assets$11,623,198$10,431,281▼ $1,191,917
Unrestricted Net Assets$6,605,072$7,484,364▲ $879,292
Permanently Rstr Net Assets$1,360,125$1,360,125→ $0
Total Net Assets Fund Balance$19,588,395$19,275,770▼ $312,625
Total Liabilities and Net Assets / Fund Balance$19,592,879$20,031,523▲ $438,644

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$7,614$9,286$16,900
Other Land Buildings$0$12,897$12,897

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
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
2011$3,825,600-▼ $68,096-$3,551,987
2010$3,546,448-▲ $448,970-$3,825,600
Compensation and Service Providers
Top Officer Pay34th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Gayla BrockmanExecutive DirectorFT$121,650$6,791$128,441

Board Members and Trustees

NameTitle
Jeffrey Kramer MDPresident
Howard WizigExecutive Vice President
John Goldberg MDVice President Audit
Dan Somberg PhDVice President Grants
Brian ScharfVice President Investments
Arthur LiebenthalDirector
Brian KaufmanDirector
Ellen Averett PhDDirector
Gary WolfDirector
Gina KaiserDirector
Ken SonnenscheinDirector
Laura GreenbaumDirector
Linda LyonDirector
Loren BerenbomDirector
Margie RobinowDirector
Randall HickmanDirector
Rita CortesDirector
Stanley BrandDirector
Tracy ShaftonDirector
Stevi BrickSecretary
Jane Murray MDTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,121,304
Program Service Revenue
$0
Investment Income
$958,294
Other Revenue
$-40,729
All Other Contributions
$1,121,304
Change in Net Assets
$-292,768

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,966,036
Revenue Not Reported on Financial Statements
$72,833
Revenue Not Reported on Form 990
$-19,857
Total Revenue per Audited Statements
$1,946,179
Total Revenue per Form 990
$2,038,869
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,724,053
Other Expenses$413,155
Salaries, Compensation, and Employee Benefits$194,429
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,724,053--$1,724,053
Current Officers, Directors, Trustees, and Key Employees-$121,650-$121,650
Fees for Service Investment Mgmnt Fees-$72,833-$72,833
Fees for Services Other$46,248--$46,248
Other Salaries and Wages-$45,000-$45,000
Fees for Services Accounting-$27,526-$27,526
Occupancy-$12,709-$12,709
Payroll Taxes-$12,424-$12,424
Office Expenses-$11,039-$11,039
Information Technology-$9,502-$9,502
Other Employee Benefits-$9,085-$9,085
Other Expenses$28,761$6,293-$6,293
Pension Plan Contributions-$6,270-$6,270
Advertising$4,678--$4,678
Insurance-$4,164-$4,164
Travel-$1,967-$1,967
All Other Expenses-$1,872-$1,872
Depreciation Depletion-$1,746-$1,746
Total Functional Expenses$1,980,006$351,631$0$2,331,637

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,331,637
Expenses per Audited Statements$2,258,804
Total Expenses per Audited Statements$2,258,804
Expenses Not Reported on Financial Statements$72,833
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Kansas University EndowmentKansas City, KS501 c 3Radiology fund$300,000
University of Kansas Medical Center Research InstituteKansas City, KS501 c 3Cancer support$300,000
Jewish Family ServicesOverland Park, KS501 c 3Various health related programs$280,764
Village ShalomOverland Park, KS501 c 3Indigent care$166,757
Truman Medical CentersKansas City, MO501 c 3Endoscopy/laparoscopy equip$100,000
Jewish FederationOverland Park, KS501 c 3Various projects and programs$81,871
Saint Luke's Puple ClinicKansas City, MO501 c 3Rehabilitation Needs of the Uninsured$75,000
Hyman Brand Hebrew AcademyOverland Park, KS501 c 3Profile of a Graduate and Melton school project$58,787
KU HillelLawrence, KS501 c 3MH/Pastoral Counseling$30,000
Jewish Community CenterOverland Park, KS501 c 3Development disabilities program and other programs$25,118
Cultivate KCKansas City, KS501 c 3Juniper Gardens Training Farm$25,000
Harvest Learning CenterKansas City, MO501 c 3Harvest Learning Center Grocery$25,000
Jewish Community CampusOverland Park, KS501 c 3Campus support$25,000
JcrbajcOverland Park, KS501 c 3Healthy Jewish Community$18,143
Significant Matters - WaterstoneOlathe, KS501 c 3La Tienda$15,699
Jewish Vocational ServicesKansas City, MO501 c 3JVS Global Gardens$15,000
Metro Lutheran MinistriesKansas City, MO501 c 3Orchard and Community Garden$15,000
YMCA of Greater KCKansas City, MO501 c 3Diabetes Prevention Program$15,000
University of Missouri ExtensionIndependence, MO501 c 3Nutrition education$14,000
Kansas City CARE ClinicKansas City, MO501 c 3Indigent care$13,000
AvilaKansas City, MO501 c 3Nursing scholarship$12,500
Academie LafayetteKansas City, MO501 c 3Healthy Kids Initiative$10,000
Family ConservancyKansas City, KS501 c 3Child of mine program$10,000
Free WheelsKansas City, KS501 c 3BLAST and Earn-a-Bike$10,000
Kansas City Community GardensKansas City, MO501 c 3Self-help gardening$10,000
Sherwood CenterKansas City, MO501 c 3Healthy Eating Initiative$10,000
Coterie TheatreKansas City, MO501 c 3Dramatic Health Education$9,338
Mattie Rhodes CenterKansas City, MO501 c 3Jardin Jubilo and La Chalupa$9,000
Strive 4 Life FoundationSaint Louis, MO501 c 3Athletic Testing Solutions$8,175
Midwest Center for Holocaust EducationOverland Park, KS501 c 3Higher Ed Initiative$7,307
Saint Luke's College of Health SciencesKansas City, MO501 c 3Nursing scholarship$6,250
Children's Mercy HospitalKansas City, MO501 c 3Epilepsy Research$5,600
Camps for KidsKansas City, MO501 c 3Camp scholarships$5,000
Community KollelOverland Park, KS501 c 3Sr. Ed/Enrichment$3,629
Health Care FoundationKansas City, MO501 c 3Missouri Convergence Project$2,500
VAAD HakashruthOverland Park, KS501 c 3Revitalization$2,500
Congregation Beth TorahOverland Park, KS501 c 3Program support$2,015
Saint Luke's Hospital FoundationKansas City, MO501 c 3Neurological Unit$1,000
Kansas City HospiceKansas City, MO501 c 3Donation in memory$100
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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 A, line 2

“The Executive Director is the sister-in-law of one of the Board of Directors.”

Form 990, Part VI, Section B, line 11

“Management and the audit committee review the annual return in detail. A copy of the Form 990 is provided to the Board of Directors prior to filing.”

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

“The Foundation has a written conflict of interest policy. Board members are required to complete a conflict statement once a year. Any conflicts are identified prior to each grant and Board meeting. Conflicted individuals are not allowed to vote.”

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

“The compensation of the Executive Director is reviewed annually by the Board of Directors and includes 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 are posted to the Foundation's website. Governing documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
The Menorah Legacy Foundation
EIN
43-6049318
Phone
8167530606
Address
8900 State Line Road No 450, Leawood, KS 66206

Signing Officer

Name
Gayla Brockman
Title
Executive Director
Phone
8167530606
Signed
2015-06-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gayla Brockman
Formed
2003
Legal Domicile
Mo
Voting Board Members
21
Independent Board Members
21
Employees
3
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

Financial Statement Notes

Part V, Line 4:

“The Foundation's endowment funds consist of approximately 10 individual funds established for a variety of medical and health programs and other charitable purposes.”

Part X, Line 2:

“The Foundation's accounting policy is to provide liabilities for uncertain income tax provisions when a liability is probable and estimable. The Foundation has no uncertain income tax positions for the years ended December 31, 2014 and 2013. The Foundation is no longer subject to audit for Federal and state income tax purposes for years prior to 2011. Management is not aware of any violation of its tax status as an organization exempt from income taxes.”

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IRS990/Form990PartVIISectionAGrp/PersonNm1Stanley Brand
IRS990/Form990PartVIISectionAGrp/PersonNm2Stevi Brick
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IRS990/Form990PartVIISectionAGrp/PersonNm7Laura Greenbaum
IRS990/Form990PartVIISectionAGrp/PersonNm8Brian Kaufman
IRS990/Form990PartVIISectionAGrp/PersonNm9John Goldberg MD
IRS990/Form990PartVIISectionAGrp/PersonNm10Brian Scharf
IRS990/Form990PartVIISectionAGrp/PersonNm11Gary Wolf
IRS990/Form990PartVIISectionAGrp/PersonNm12Rita Cortes
IRS990/Form990PartVIISectionAGrp/PersonNm13Jane Murray MD
IRS990/Form990PartVIISectionAGrp/PersonNm14Gina Kaiser
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IRS990/Form990PartVIISectionAGrp/PersonNm18Randall Hickman
IRS990/Form990PartVIISectionAGrp/PersonNm19Tracy Shafton
IRS990/Form990PartVIISectionAGrp/PersonNm20Ken Sonnenschein
IRS990/Form990PartVIISectionAGrp/PersonNm21Gayla Brockman
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IRS990/Form990PartVIISectionAGrp/TitleTxt4President
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Vice President Audit
IRS990/Form990PartVIISectionAGrp/TitleTxt10Vice President Investments
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Vice President Grants
IRS990/Form990PartVIISectionAGrp/TitleTxt16Executive Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt17Director
IRS990/Form990PartVIISectionAGrp/TitleTxt18Director
IRS990/Form990PartVIISectionAGrp/TitleTxt19Director
IRS990/Form990PartVIISectionAGrp/TitleTxt20Director
IRS990/Form990PartVIISectionAGrp/TitleTxt21Executive 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 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".
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IRS990/OtherExpensesGrp/Desc0Beans & greens - suppor
IRS990/OtherExpensesGrp/Desc1Beans & greens - suppli
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IRS990/PrincipalOfficerNm0Gayla Brockman
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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,031,523
Liabilities
$755,753
Net assets
$19,275,770
Revenue
$2,038,869
Expenses
$2,331,637
Net income
-$292,768
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