2024-05-02T13:18:32-05:00 2023-06-30 593070669 MSL PA 255 S ORANGE AVENUE SUITE 600 ORLANDO FL 32801 990 2022-07-01 592653608 MENORAH MANOR FOUNDATION INC MENO 7273452775 255 59TH STREET NORTH ST PETERSBURG FL 33710 DONNA PERRYMAN CFO 7273452775 2024-05-02 1 DONNA PERRYMAN 999009999 1 HARRY E HARP CPA P00176471 4077405400 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z ROBERT BECHT 255 59TH STREET NORTH ST PETERSBURG FL 33710 751064 0 X WWW.MENORAHMANOR.ORG X 1986 FL THE ORGANIZATION PROVIDES SUPPORT FOR CHARITIES CARING FOR THE ELDERLY. 30 29 0 29 0 0 278485 242063 43923 59745 606445 325150 -6880 -351 921973 626607 148815 539300 0 0 0 0 0 0 79216 398609 498197 547424 1037497 374549 -410890 15879360 15732873 912829 810827 14966531 14922046 MENORAH MANOR FOUNDATION, INC. WAS ORGANIZED FOR THE PURPOSE OF PROVIDING FINANCIAL SUPPORT FOR THE RESIDENTS AND PROGRAMS OF MENORAH MANOR, INC. AND OTHER PUBLICLY SUPPORTED CHARITIES PROVIDING SERVICES FOR THE ELDERLY. 0 0 747114 539300 59745 MENORAH MANOR FOUNDATION, INC. PROVIDES FINANCIAL SUPPORT FOR THE RESIDENTS AND PROGRAMS OF MENORAH MANOR, INC., A 501(C)(3) ORGANIZATION THAT PROVIDES CARE FOR THE ELDERLY. IN THE CURRENT YEAR, THE FILING ORGANIZATION CONTRIBUTED $539,300 TO SUPPORT THE PROGRAMS AND SERVICES OF MENORAH MANOR, INC. 747114 1 1 0 0 0 0 0 0 0 1 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 2 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 30 29 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X DONNA PERRYMAN 7273023702 255 59TH STREET NORTH ST PETERSBURG FL 33710 ROBERT BECHT CHIEF EXECUTIVE OFFICER 10.00 40.00 X X 0 306149 28575 ANN V SOBLE CHAIR 1.00 1.00 X X 0 0 0 KATHLEEN BUNS VICE CHAIR 1.00 X X 0 0 0 NANCY CLARK MILLER TREASURER 1.00 X X 0 0 0 SARAH FELD SECRETARY 1.00 X X 0 0 0 BONNIE BERMAN TRUSTEE 1.00 X 0 0 0 JASANDRA BERMAN TRUSTEE 1.00 X 0 0 0 JOEL BERMAN TRUSTEE 1.00 X 0 0 0 SUSIE BERMAN TRUSTEE 1.00 X 0 0 0 ROSS FELSHER TRUSTEE 1.00 X 0 0 0 GREG FOX TRUSTEE 1.00 X 0 0 0 JUDI GORDON TRUSTEE 1.00 X 0 0 0 BARBARA GUTERMAN TRUSTEE 1.00 X 0 0 0 BRENNAN HERVEY TRUSTEE 1.00 X 0 0 0 RONI IGEL TRUSTEE 1.00 X 0 0 0 JACKIE KANNER TRUSTEE 1.00 X 0 0 0 MELINDA LEBOWITZ TRUSTEE 1.00 X 0 0 0 SUSAN LEVINE TRUSTEE 1.00 X 0 0 0 VIVIAN LURIE TRUSTEE 1.00 X 0 0 0 SHELLEY LYNN TRUSTEE 1.00 X 0 0 0 STEFANI MARGOLIS TRUSTEE 1.00 X 0 0 0 LOIS PARDOLL TRUSTEE 1.00 X 0 0 0 LINDA REIMER TRUSTEE 1.00 X 0 0 0 PAUL SAMSON TRUSTEE 1.00 X 0 0 0 SUSIE SCHWARTZ TRUSTEE 1.00 X 0 0 0 JAN SHER TRUSTEE 1.00 X 0 0 0 CHIP WEINMAN TRUSTEE 1.00 X 0 0 0 JON WEINMAN TRUSTEE 1.00 X 0 0 0 PHYLLIS WERNER TRUSTEE 1.00 X 0 0 0 CHARLENE WYGODSKI TRUSTEE 1.00 X 0 0 0 DONNA PERRYMAN CHIEF FINANCIAL OFFICER 10.00 40.00 X 0 224583 20359 0 530732 48934 0 0 1 0 0 3710 238353 242063 GIFT SHOP REVENUE 459420 59745 59745 59745 449256 449256 124106 -124106 -124106 -124106 0 3710 351 -351 -351 626607 59745 0 324799 X 539300 539300 12500 12500 82290 82290 275341 111374 84751 79216 26100 26100 870 870 11889 11889 SUPPLIES 81581 57581 24000 DONOR RECOGNITION 4032 4032 COMMUNITY EDUCATION 3594 3594 1037497 747114 211167 79216 948353 2361317 43286 44686 14811816 13260965 75905 65905 15879360 15732873 912829 810827 912829 810827 X 12861820 12892529 2104711 2029517 14966531 14922046 15879360 15732873 -410890 366405 0 X X 0 1 X 1 0 X X 1 MENORAH MANOR INC 592269292 10 1 539300 0 1 539300 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SCHEDULE A, SECTION D, LINE 3 ARTICLE II OF THE FILING ORGANIZATION'S ARTICLES OF INCORPORATION PROVIDE THAT THE PURPOSE OF THE FILING ORGANIZATION IS TO PROVIDE FINANCIAL SUPPORT FOR MENORAH MANOR, INC. (THE SUPPORTED ORGANIZATION). THE OFFICERS AND CERTAIN TRUSTEES OF THE FILING ORGANIZATION ARE ALSO OFFICERS AND TRUSTEES OF THE SUPPORTED ORGANIZATION. THROUGH THIS OVERLAP OF OFFICERS AND TRUSTEES, MANAGEMENT OF THE FILING ORGANIZATION WAS VESTED IN THE SAME PERSONS THAT MANAGE ITS SUPPORTED ORGANIZATION. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2271061 4980 -12067 -716626 1547348 2203843 6825 20124 40269 2271061 2215604 15609 32728 60098 2203843 2222603 16815 13183 36997 2215604 2204789 3786 23795 9767 2222603 0.11610 0.66750 0.21640 0 0 0 MUTUAL FUNDS 811674 F COMMON STOCK 9076428 F CORPORATE BONDS 3002226 F STATE OF ISRAEL BONDS 251408 F GOVERNMENT BONDS 119229 F 13260965 ANNUITY PAYMENT LIABILITY 256216 DUE TO MENORAH AND SUBSIDIARIES 554611 810827 X 911073 366405 366405 544668 82290 -351 81939 626607 955558 351 351 955207 82290 82290 1037497 PART V, LINE 4: THE FOUNDATION IS A SUPPORTING ORGANIZATION OF MENORAH MANOR, INC., A RELATED ORGANIZATION THAT IS ALSO EXEMPT UNDER IRC SECTION 501(C)(3). THE FOUNDATION'S ENDOWMENT CONSISTS OF SEVERAL FUNDS ESTABLISHED FOR BOTH A) CAPITAL APPRECIATION TO ASSURE ITS BENEFICIARY'S LONG-TERM VIABILITY AND SPECIAL, HIGH-QUALITY SERVICES, AND B) CURRENT INCOME TO SUPPORT THE ANNUAL OPERATING EXPENSES OF ITS BENEFICIARIES AND THE FOUNDATION. PART X, LINE 2: THE FOUNDATION IS ORGANIZED AS A NOT-FOR-PROFIT CORPORATION UNDER THE LAWS OF THE STATE OF FLORIDA AND HAS BEEN GRANTED RECOGNITION OF ITS TAX-EXEMPT STATUS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, INCOME EARNED IN FURTHERANCE OF THE FOUNDATION'S TAX-EXEMPT PURPOSE IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES, AND THESE FINANCIAL STATEMENTS CONTAIN NO PROVISION OR LIABILITY FOR INCOME TAXES. AS OF JUNE 30, 2023, WITH FEW EXCEPTIONS, THE FOUNDATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR ITS FEDERAL INCOME TAX RETURNS PRIOR TO 2020. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES -351. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 351. 1 MENORAH MANOR INC 255 59TH STREET NORTH ST PETERSBURG FL 33710 592269292 501(C)(3) 539300 0 TO COVER MENORAH MANOR'S SPECIAL PROGRAMS, CAPITAL NEEDS, CASH DEFICITS, DEBT SERVICE NEEDS. 1 0 PART I, LINE 2: GRANTS ARE GENERALLY MADE ONLY TO THE SUPPORTED ORGANIZATION THAT IS EXEMPT FROM FEDERAL INCOME TAX UNDER 501(C)(3) AND OTHER ORGANIZTIONS EXEMPT UNDER 501(C)(3). ACCORDINGLY, THE FILING ORGANIZATION HAS NOT ESTABLISHED SPECIFIC PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS IN THE UNITED STATES AS THE FILING ORGANIZATION DOES NOT HAVE A GRANT MAKING PROGRAM THAT WOULD NECESSITATE SUCH PROCEDURES. 0 1 0 0 0 0 0 0 0 ROBERT BECHT CHIEF EXECUTIVE OFFICER 0 306149 0 0 0 0 0 28575 0 0 0 334724 0 0 DONNA PERRYMAN CHIEF FINANCIAL OFFICER 0 224583 0 0 0 0 0 20359 0 0 0 244942 0 0 PART I, LINE 3 MENORAH MANOR FOUNDATION, INC'S PERSONNEL ARE EMPLOYED BY MENORAH MANOR, INC., A RELATED 501(C)(3) ORGANIZATION. THAT ORGANIZATION USES THE FOLLOWING TO ESTABLISH COMPENSATION FOR MENORAH MANOR FOUNDATION, INC'S CEO: COMPENSATION COMMITTEE; INDEPENDENT COMPENSATION CONSULTANT; FORM 990 OF OTHER ORGANIZATIONS; WRITTEN EMPLOYMENT CONTRACT; COMPENSATION SURVEY OR STUDY; AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. PART I, LINE 4B MENORAH MANOR, INC., A RELATED 501(C)(3) ORGANIZATION, MAINTAINS TWO EMPLOYEE DEFERRED COMPENSATION PLANS OPEN TO CERTAIN KEY EMPLOYEES OF THE FILING ORGANIZATION UNDER INTERNAL REVENUE CODE 457(B) AND 457(F). THE 457 PLANS PROVIDE, AMONG OTHER THINGS, FOR VOLUNTARY CONTRIBUTIONS TO BE MADE BY ELIGIBLE PARTICIPANTS. THE FOLLOWING AMOUNTS WERE PAID WITH RESPECT TO A NON-QUALIFIED PLAN FOR THE CALENDAR YEAR 2022: NAME 457(B) CONTRIBUTION ROBERT GOLDSTEIN $ 36,666 DONNA PERRYMAN $ 20,000 FORM 990, PART VI, SECTION A, LINE 2 BARBARA SAMSON GUTERMAN AND PAUL SAMSON, FAMILY RELATIONSHIP CHIP WEINMAN AND JOHNATHAN WEINMAN, FAMILY RELATIONSHIP MARILYN BENJAMIN AND JAN SHER, FAMILY RELATIONSHIP JOEL BERMAN AND SUSIE BERMAN, FAMILY RELATIONSHIP FORM 990, PART VI, SECTION B, LINE 11B THE CEO AND A MEMBER OF THE EXECUTIVE COMMITTEE, AS DESIGNEES OF THE BOARD, WILL CONDUCT A COMPREHENSIVE REVIEW OF THE FORM 990 PRIOR TO FILING THE RETURN WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S CONFLICT-OF-INTEREST POLICY COVERS ALL MEMBERS OF THE BOARD OF TRUSTEES, OFFICERS, ALL LEVELS OF STAFF, CONSULTANTS AND VOLUNTEERS, AND ANY OTHER INDIVIDUAL WITH FIDUCIARY RESPONSIBILITY TO THE ORGANIZATION. IT IS THE RESPONSIBILITY OF ALL PERSONS COVERED TO SCRUTINIZE THEIR TRANSACTIONS AND OUTSIDE BUSINESS INTERESTS AND RELATIONSHIPS FOR POTENTIAL CONFLICTS AND TO IMMEDIATELY MAKE SUCH DISCLOSURES WHEN DETERMINED. THE ORGANIZATION'S CHIEF EXECUTIVE OFFICER MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. THE BOARD OF TRUSTEES REVIEWS ACTUAL CONFLICTS THAT ARE IDENTIFIED BY THE DISCLOSURE PROCESS AND DETERMINES WHETHER THE CONTEMPLATED TRANSACTION MAY BE AUTHORIZED AS JUST, FAIR, AND REASONABLE TO THE ORGANIZATION. THE PERSON WITH THE CONFLICT OF INTEREST WILL BE EXCLUDED FROM DISCUSSION AND APPROVAL OF SUCH TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15 THE CEO AND CFO ARE COMPENSATED BY MENORAH MANOR, INC., A RELATED 501(C)(3) ORGANIZATION. THE BOARD OF TRUSTEES OF MENORAH MANOR, INC. DETERMINES THE COMPENSATION AND BENEFITS OF THE CHIEF EXECUTIVE OFFICER AND OTHER OFFICERS OF THE FILING ORGANIZATION. THE BOARD OF TRUSTEES IS INDEPENDENT WITH RESPECT TO COMPENSATION ARRANGEMENTS BEING CONSIDERED. THE BOARD OF TRUSTEES UTILIZES A COMPENSATION COMMITTEE, AN INDEPENDENT COMPENSATION CONSULTANT, SALARY SURVEYS AND REVIEWS THE FORM 990 OF OTHER COMPARABLE ORGANIZATIONS. THE REVIEW AND APPROVAL PROCESS IS DOCUMENTED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G SALARIES AND BENEFITS ALLOCATION: PROGRAM SERVICE EXPENSES 80,835. MANAGEMENT AND GENERAL EXPENSES 84,751. FUNDRAISING EXPENSES 79,216. TOTAL EXPENSES 244,802. CONSULTING: PROGRAM SERVICE EXPENSES 30,539. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 30,539. FORM 990, PART XI, LINE 2C THE FINANCE COMMITTEE IS RESPONSIBLE FOR THE SELECTION, MONITORING AND EVALUATION OF THE INDEPENDENT AUDIT FIRM AND OVERSIGHT OF THE AUDIT. THE FINANCIAL STATEMENTS ARE FINALIZED AND ISSUED SUBJECT TO THE APPROVAL OF THE BOARD OF TRUSTEES. THERE WAS NO CHANGE IN THIS PROCESS FROM THE PRIOR YEAR. MENORAH MANOR INC 255 9TH STREET NORTH ST PETERSBURG FL 33710 592269292 SHELTER, PROTECT, AND PROVIDE SERVICES TO THE AGED. FL 501(C)(3) LINE 10 N/A 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0