Jewish Community Legacy Project Inc

EIN: 811708125 501(c)(3) Religion

Marietta, GA

Total Revenue
$597,807
Total Expenses
$567,146
Total Assets
$434,448
Net Assets
$416,335
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2016
Legal Domicile
GA
Principal Officer
Samuel H Bernstine
Phone
7706909916
Tax Period
2024-07-01 to 2025-06-30

Jewish Community Legacy Project Inc, founded in 2016, is a small nonprofit in the Religion sector that reported $598K in total revenue in fiscal year 2024. Revenue decreased 18% compared to the prior year. Expenses of $567K left a modest 5% surplus.

Mission

The Jewish Community Legacy Project (JCLP) is committed to helping small Jewish Communities honor their past while planning for their future. The JCLP is the only organization focused exclusively on empowering small Jewish congregations in the US and Canada to secure their futures. With a deep understanding of the needs unique to these small congregations, JCLP provides the resources and solutions specific to the challenges associated with operational growth, sustainability, or decline. Leveraging its proven experience, as well as relationships with local and national partners, JCLP facilitates effective plans of action for the sustainability of congregational life and long-range planning.

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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 (2024)

Revenue Breakdown

Contributions & Grants $587,961
Program Service Revenue $0
Investment Income $9,846
Other Revenue $0
TOTAL REVENUE $597,807

Expense Breakdown

Grants Paid $0
Salaries & Benefits $169,902
Fundraising Expenses $13,031
Program Expenses $405,361
Other Expenses $397,244
TOTAL EXPENSES $567,146

Year-over-Year Comparison

2024 2023 Change
Revenue $597,807 $727,600 -0.2%
Expenses $567,146 $452,374 +0.3%
Net Income $30,661 $275,226 -0.9%
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

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Liquidity & Cash Position

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Governance

Voting Members
17
Independent Members
17
Employees
1
Volunteers
86

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
6
$193,333
Total Directors
17
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Samuel Morris Bernstine Chairman 0.40
Officer Director
$0 $0 $0
Marilyn Forman Chandler Vice Chairman 0.40
Officer Director
$0 $0 $0
Dana Herman Board Member 0.40
Director
$0 $0 $0
Etta Raye Hirsch Board Member 0.10
Director
$0 $0 $0
David Hoguet Board Member 0.40
Director
$0 $0 $0
Bernard King-Smith Secretary 0.40
Officer Director
$0 $0 $0
Robert Arogeti Board Member 0.10
Director
$0 $0 $0
Robert Loeb Board Member 0.30
Director
$0 $0 $0
Rabbi David Lyon Board Member 0.20
Director
$0 $0 $0
Jeffrey Finkelstein Board Member 0.30
Director
$0 $0 $0
Howard M Rieger Board Member 0.40
Director
$0 $0 $0
Marcia Storch Board Member 0.20
Director
$0 $0 $0
Ann Tettlebaum Treasurer 1.30
Officer Director
$0 $0 $0
Susan Weiss Firestone Board Member 0.10
Director
$0 $0 $0
Jackie Jacobs Board Member 0.40
Director
$0 $0 $0
Becky Sobelman-Stern Board Member 0.10
Director
$0 $0 $0
Leslie Dannin Rosenthal Board Member 0.30
Director
$0 $0 $0
Noah Levine President 40.00
Officer
$133,333 $0 $133,333
David I Sarnat President 20.00
Officer
$60,000 $0 $60,000
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
2025 $597,807 $567,146 $434,448 $30,661
2024 $727,600 $452,374 $400,039 $275,226
2023 $323,849 $311,477 $110,447 $12,372
2022 $291,677 $307,652 $98,075 $-15,975
2021 $359,889 $293,506 $114,050 $66,383
2020 $232,737 $272,054 $47,667 $-39,317
2019 $71,728 $279,928 $86,984 $-208,200
2018 $461,133 $266,186 $295,184 $194,947
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