Jewish Community Foundation

Nonprofit profile at a glance

EIN
436049281
IRS 990 coverage
2015–2024
Official website data refreshed
Sep 2026
Forms available
Form 990 2024
Location
Overland Park, KS, United States
Phone
(913) 327-8245
Rating
83
Verdict
STRONG
Rating confidence
Moderate
Sector
Community Foundations
Affiliation
Judaism

Official website

Reported finances

Revenue
$34,327,486
Expenses
$22,679,190
Assets
$318,349,058
Liabilities
$196,218,627

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

47 people listed

Executive titles in this filing

  • FRANK LIPSMAN (PRESIDENT)
  • JOSEPH HIERSTEINER (FIRST VICE PRESIDENT)
  • MARTHA GERSHUN (VICE PRESIDENT)
  • DAVID GOODMAN (VICE PRESIDENT)
  • LINDA LYON (VICE PRESIDENT)
  • BRIAN SCHARF (VICE PRESIDENT)

Highest reported compensation

  • RITA CORTES (EXECUTIVE DIRECTOR-MENORAH HERITAGE FOUNDATION): $209,158 total reported compensation
  • JOSHUA STEIN (PRESIDENT & CEO/SECRETARY): $203,001 total reported compensation
  • KEVIN TAYLOR (CHIEF FINANCIAL OFFICER): $138,692 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The mission of the Jewish Community Foundation of Greater Kansas City is to promote the practice of tzedakah (charity) and the pursuit of tikkun olam (repairing the world) by serving as the advocate for planned giving and the central resource for personalized charitable funds for individuals, families, and organizations in the community.

What it reported doing in 2024

Grants to IRS approved charities

Operating model

Revenue model
Donor-supported. 94% of the money available for current operations came from contributions and gifts.
Distribution model
Grant intermediary. The nonprofit sent 96% of its reported program spending out as grants.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Some filing-based governance responses are negative or unanswered and liabilities are high compared with assets.

Rating breakdown

  • Financial Efficiency: 77
  • Transparency & Controls: 84
  • Accountability: 90
  • Sustainability: 82
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 64.1%; rating input score 64
  • Program expense ratio: 95.4%; rating input score 95
  • Fundraising efficiency: $202.45 raised per $1 spent on fundraising; rating input score 90; 90th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 93.8%; rating input score 94; 17th percentile among comparable filings
  • Pay-setting controls: 5 of 6 controls in place; rating input score 83
    • Compensation committee: Pass
    • Independent consultant: Missing
    • Other Form 990s reviewed: Pass
    • Written employment contract: Pass
    • Compensation survey or study: Pass
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 73.9%; rating input score 74; 15th percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 97.8%; rating input score 98; 31st percentile among comparable filings
  • Governance controls: 7 of 9 controls in place; rating input score 78
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Fail
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 33.9%; rating input score 90; 90th percentile among comparable filings
  • Total-asset coverage ratio: 14.04; rating input score 94; 94th percentile among comparable filings
  • Liabilities to assets ratio: 0.62; rating input score 21; 21st percentile among comparable filings
  • Officer compensation ratio: 1.7%; rating input score 79; 79th percentile among comparable filings

Growth

  • Program expense growth: 8% per year; rating input score 100; 61st percentile among comparable filings
  • Revenue growth: 0% per year; rating input score 100; 8th percentile among comparable filings
  • Asset growth: 3.5% per year; rating input score 100; 26th percentile among comparable filings

Details

  • What they do: 3 programs and campaigns described on the official site
  • Where the money goes: 64.1% of revenue deployed · 95.4% of spending went to programs
  • Governance: 44 of 45 board members independent · 7 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $21.6M in reported program spending
  • Leadership: top reported pay $209K · 47 people listed · 5 of 6 pay-setting controls reported
  • Consistency: 34 of 35 current checks pass · 1 finding to review
  • Schedules: 8 filed schedules · includes major donors, grants, and executive pay
  • Filing history: 9 filing years from 2015 to 2024
  • Contacts: How to reach this organization
  • Money network: 562 filed money-flow records
  • Related organizations: 569 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.
  • Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Review — Accountability: Governance controls: 2 of 9 not reported.
  • High — Sustainability: Liabilities to assets ratio scored 21/100.
  • Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.