JEWISH COMMUNITY FOUNDATION OF GREATER KANSAS CITY

EIN: 436049281 501(c)(3) Philanthropy & Grantmaking

OVERLAND PARK, KS

Total Revenue
$19,961,664
Total Expenses
$21,115,371
Total Assets
$280,909,584
Net Assets
$100,856,378
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1959
Legal Domicile
KS
Principal Officer
JOSHUA STEIN
Phone
9133278245
Tax Period
2023-01-01 to 2023-12-31

JEWISH COMMUNITY FOUNDATION OF GREATER KANSAS CITY, founded in 1959, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $20.0M in total revenue in fiscal year 2023. Revenue surged 24% from the prior year, signaling strong growth momentum. Net assets of $100.9M represent 61 months of operating reserves.

Mission

PROMOTE THE PRACTICE OF TZEDAKAH & THE PURSUIT OF TIKKUN OLAM BY SERVING AS THE CENTRAL RESOURCE & ADVOCATE FOR PLANNED GIVING/ENDOWMENTS IN THE KC JEWISH COMMUNITY.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $21,516,116
Program Service Revenue $0
Investment Income $-2,279,855
Other Revenue $725,403
TOTAL REVENUE $19,961,664

Expense Breakdown

Grants Paid $19,298,967
Salaries & Benefits $1,095,276
Fundraising Expenses $209,413
Program Expenses $20,059,213
Other Expenses $721,128
TOTAL EXPENSES $21,115,371

Year-over-Year Comparison

2023 2022 Change
Revenue $19,961,664 $16,068,129 +0.2%
Expenses $21,115,371 $21,255,193 0.0%
Net Income $-1,153,707 $-5,187,064 -0.8%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

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Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
45
Independent Members
44
Employees
13
Volunteers
N/A

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
10
$401,577
Total Directors
45
$129,672
Key Employees
0
$0
Highest Compensated
2
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JOSHUA STEIN EXECUTIVE DIRECTOR/SECRETA 40.00
Officer Director
$115,843 $13,829 $129,672
ACE ALLEN BOARD MEMBER 1.00
Director
$0 $0 $0
FAY BALK BOARD MEMBER 1.00
Director
$0 $0 $0
CAROL BARNETT BOARD MEMBER 1.00
Director
$0 $0 $0
IRV BELZER BOARD MEMBER 1.00
Director
$0 $0 $0
MERILYN BERENBOM BOARD MEMBER 1.00
Director
$0 $0 $0
BRIAN BLOCK BOARD MEMBER 1.00
Director
$0 $0 $0
STANLEY BUSHMAN BOARD MEMBER 1.00
Director
$0 $0 $0
LOUIS COHN BOARD MEMBER 1.00
Director
$0 $0 $0
SANDI FRIED BOARD MEMBER 1.00
Director
$0 $0 $0
TALY FRIEDMAN BOARD MEMBER 1.00
Director
$0 $0 $0
MARTHA GERSHUN VICE PRESIDENT 1.00
Officer Director
$0 $0 $0
MICHELLE GOLDSMITH BOARD MEMBER 1.00
Director
$0 $0 $0
EDWARD GOLDSTEIN BOARD MEMBER 1.00
Director
$0 $0 $0
DAVID GOODMAN VICE PRESIDENT 1.00
Director
$0 $0 $0
PAUL GREENWOOD BOARD MEMBER 1.00
Director
$0 $0 $0
JOSEPH HIERSTEINER FIRST VICE PRESIDENT 1.00
Officer Director
$0 $0 $0
SUSAN HIMMELSTEIN BOARD MEMBER 1.00
Director
$0 $0 $0
JOSHUA HOFFMAN BOARD MEMBER 1.00
Director
$0 $0 $0
ALICE JACKS ACHTENBERG IMMEDIATE PAST PRESIDENT 1.00
Officer Director
$0 $0 $0
PAM KANTER BOARD MEMBER 1.00
Director
$0 $0 $0
WARD KATZ BOARD MEMBER 1.00
Director
$0 $0 $0
LARA KRIGEL PABST BOARD MEMBER 1.00
Director
$0 $0 $0
JAY LEWIS ASST. SECRETARY 1.00
Officer Director
$0 $0 $0
FRANK LIPSMAN PRESIDENT 1.00
Officer Director
$0 $0 $0
MICHAEL LISS BOARD MEMBER 1.00
Director
$0 $0 $0
BETH LISS BOARD MEMBER 1.00
Director
$0 $0 $0
WILLIAM LOWENSTEIN BOARD MEMBER 1.00
Director
$0 $0 $0
LINDA LYON VICE PRESIDENT 1.00
Officer Director
$0 $0 $0
JEFF MALLIN BOARD MEMBER 1.00
Director
$0 $0 $0
ALANA MULLER BOARD MEMBER 1.00
Director
$0 $0 $0
KAREN PACK BOARD MEMBER 1.00
Director
$0 $0 $0
ROBERT PALAN TREASURER 1.00
Officer Director
$0 $0 $0
SCOTT PICKER BOARD MEMBER 1.00
Director
$0 $0 $0
ROSANNE ROSEN BOARD MEMBER 1.00
Director
$0 $0 $0
BRIAN SCHARF VICE PRESIDENT 1.00
Officer Director
$0 $0 $0
MICHAEL SCHULTZ BOARD MEMBER 1.00
Director
$0 $0 $0
CATHERINE SINGER BOARD MEMBER 1.00
Director
$0 $0 $0
MARCIA SOLTZ BOARD MEMBER 1.00
Director
$0 $0 $0
DAVID SOSLAND BOARD MEMBER 1.00
Director
$0 $0 $0
L JOSH SOSLAND BOARD MEMBER 1.00
Director
$0 $0 $0
GARY WEINBERG BOARD MEMBER 1.00
Director
$0 $0 $0
ANNIE WISHNA BOARD MEMBER 1.00
Director
$0 $0 $0
RYAN ZELDIN BOARD MEMBER 1.00
Director
$0 $0 $0
STANFORD ZELDIN BOARD MEMBER 1.00
Director
$0 $0 $0
LAUREN MATTLEMAN HOOPES EXECUTIVE DIRECTOR 40.00
Officer
$235,633 $36,272 $271,905
RITA CORTES MHF EXEC. DIRECTOR 1.00
Highest
$0 $20,178 $176,111
KEVIN TAYLOR CHIEF FINANCIAL OFFICER 40.00
Highest
$132,997 $20,580 $153,577
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 No data No data No data No data
2023 $19,961,664 $21,115,371 $280,909,584 $-1,153,707
2022 $16,068,129 $21,255,193 $255,316,241 $-5,187,064
2021 $15,071,209 $18,766,419 $291,884,746 $-3,695,210
2020 $5,261,604 $15,259,787 $270,403,479 $-9,998,183
2019 $16,762,380 $20,467,248 $266,401,835 $-3,704,868
2018 $14,054,860 $15,501,384 $245,283,053 $-1,446,524
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