MENORAH HERITAGE FOUNDATION

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2012

Legal Domicile

Principal Officer

RITA CORTES

Phone

9133278245

Tax Period

2024-01-01 to 2024-12-31

MENORAH HERITAGE FOUNDATION, founded in 2012, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.6M in total revenue in fiscal year 2024. Revenue fell 42% from the prior year — a significant decline worth monitoring. Expenses of $3.2M exceeded revenue, resulting in a 103% operating deficit.

Mission

THE ORGANIZATION IS DESIGNED TO PROVIDE SUPPORT FOR OTHER CHARITABLE ORGANIZATIONS AS DESCRIBED IN SECTIONS 501(C)(3) AND 509(A) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION IS OPERATED EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL OR RELIGIOUS PURPOSES. IT SUPPORTS ACTIVITIES FOR THE BENEFIT OF, PERFORMS THE FUNCTIONS OF, OR CARRIES OUT THE PURPOSE OF THE JEWISH COMMUNITY FOUNDATION OF GREATER KANSAS CITY.

Program Service Accomplishments

Program 1

Expenses: $2,661,500

PROVIDED SUPPORT FOR CHARITABLE ORGANIZATIONS WHICH SERVE HUMAN NEEDS BY ADVANCING CONSTRUCTIVE PROJECTS

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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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $37,523

Program Service Revenue $0

Investment Income $1,561,393

Other Revenue $0

TOTAL REVENUE $1,598,916

Expense Breakdown

Grants Paid $2,661,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,661,500

Other Expenses $579,107

TOTAL EXPENSES $3,240,607

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,598,916	$2,743,147	-0.4%
Expenses	$3,240,607	$3,408,282	0.0%
Net Income	$-1,641,691	$-665,135	+1.5%

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

Financial Distress Indicator

Liquidity & Cash Position

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

Governance

Voting Members

Independent Members

Employees

N/A

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

$209,158

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BARBARA MACARTHUR RN MN	PRESIDENT	1.00	Officer Director	$0	$0	$0
MICHAEL LISS	VICE PRESIDENT - INVESTMEN	1.00	Officer Director	$0	$0	$0
HOWARD MAYER	IMMEDIATE PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
SAMANTHA CRAWFORD HERRERA	VICE PRESIDENT - GRANTS	1.00	Officer Director	$0	$0	$0
ANDREW SCHLACHTER	SECRETARY	1.00	Officer Director	$0	$0	$0
JUSTIN JOHL	EXECUTIVE VICE-PRESIDENT	1.00	Officer Director	$0	$0	$0
ALICE JACKS ACHTENBERG	VICE PRESIDENT - GRANTS	1.00	Officer Director	$0	$0	$0
DEIDRE ANDERSON-BARBEE	VICE PRESIDENT - INCUBATIO	1.00	Officer Director	$0	$0	$0
MICHAEL BERENBOM	TREASURER	1.00	Officer Director	$0	$0	$0
SARAH APTILON	TRUSTEE	1.00	Director	$0	$0	$0
IRENE CAUDILLO	TRUSTEE	1.00	Director	$0	$0	$0
ADAM FELDMAN	TRUSTEE	1.00	Director	$0	$0	$0
SETH FREIDEN	TRUSTEE	1.00	Director	$0	$0	$0
AMY GALE	TRUSTEE	1.00	Director	$0	$0	$0
KAREN GLICKSTEIN	TRUSTEE	1.00	Director	$0	$0	$0
JONATHAN JACOBS	TRUSTEE	1.00	Director	$0	$0	$0
BRIAN LANDY	TRUSTEE	1.00	Director	$0	$0	$0
MORIA MULHERN	TRUSTEE	1.00	Director	$0	$0	$0
JEFF NOVORR	TRUSTEE	1.00	Director	$0	$0	$0
JEN PAUL	TRUSTEE	1.00	Director	$0	$0	$0
KRISTIN SCHULTZ	TRUSTEE	1.00	Director	$0	$0	$0
DANA SCHWARTZ	TRUSTEE	1.00	Director	$0	$0	$0
AMANDA VILLARREL	TRUSTEE	1.00	Director	$0	$0	$0
JERRY WILLIAMS	TRUSTEE	1.00	Director	$0	$0	$0
RITA CORTES	EXECUTIVE DIRECTOR	40.00	Officer	$186,290	$22,868	$209,158
KEVIN TAYLOR	CFO	1.00	Highest	$119,921	$18,771	$138,692
JOSH STEIN	PRESIDENT & CEO	1.00	Highest	$186,393	$16,608	$203,001

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	$1,598,916	$3,240,607	$61,246,300	$-1,641,691
2023	$2,743,147	$3,408,282	$56,599,475	$-665,135
2022	$2,367,035	$3,162,609	$52,872,423	$-795,574
2021	$6,880,608	$3,301,164	$63,841,650	$3,579,444
2020	$2,274,604	$3,228,968	$61,345,156	$-954,364
2019	$4,725,110	$3,046,594	$57,816,049	$1,678,516
2018	$3,001,113	$3,200,298	$51,112,615	$-199,185