The Joel & Ora Benton Monroe Benton Memorial Foundation
Nonprofit profile at a glance
- EIN
- 133927715
- IRS 990 coverage
- 2020–2024
- Forms available
- Form 990 2024, Form 990-T 2024
- Location
- New York, NY, USA
- Phone
- 2128361755
- Rating confidence
- Limited
- Sector
- Corporate Foundations
- Affiliation
- Judaism
Reported finances
- Revenue
- $0
- Expenses
- $842,685
- Assets
- $20,163,683
- Liabilities
- $842,685
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
3 people listed
Executive titles in this filing
- DAVID L MOORE (PRESIDENT/TRUSTEE)
Highest reported compensation
- WILLIAM D SAMERS (TRUSTEE): $425,033 total reported compensation
- STANLEY BAUMBLATT (SECRETARY/TREASURER/TRUSTEE): $261,968 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Supports the mission of united jewish appeal-federation of jewish philanthropies of New York, inc., (uja-federation of New York).
What it reported doing in 2024
Grant made to uja-federation of New York in furtherance of uja-federation of New York's charitable purposes.
Operating model
- Revenue model
- No positive adjusted resources. The filing reports no positive adjusted operating resources.
- Distribution model
- Grant intermediary. The nonprofit sent 100% of its reported program spending out as grants.
The verdict
- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.
Rating breakdown
- Financial Efficiency: 74
- Transparency & Controls: 68
- Accountability: 61
- Sustainability: 28
- Growth: 60
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: Limited
- Program expense ratio: 99.4%; rating input score 99
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
- Pay-setting controls: 0 of 6 controls in place; rating input score 0
- Compensation committee: Missing
- Independent consultant: Missing
- Other Form 990s reviewed: Missing
- Written employment contract: Missing
- Compensation survey or study: Missing
- Board or committee approval: Missing
- Foreign activity oversight: Limited
- Grant itemization coverage: 100%; rating input score 100; 80th percentile among comparable filings
- Major donor itemization: Limited
- Related-party transparency: Limited
Accountability
- Independent voting board: 33.3%; rating input score 33; 19th percentile among comparable filings
- Governance controls: 8 of 8 controls in place; rating input score 100
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: NotApplicable
- Other executive compensation review process: Pass
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Pass
Sustainability
- Operating margin: Limited
- Total-asset coverage ratio: 23.93; rating input score 82; 82nd percentile among comparable filings
- Liabilities to assets ratio: 0.04; rating input score 22; 22nd percentile among comparable filings
- Officer compensation ratio: 16.3%; rating input score 14; 14th percentile among comparable filings
Growth
- Program expense growth: 2.4% per year; rating input score 100; 59th percentile among comparable filings
- Revenue growth: -79.7% per year; rating input score 0; 5th percentile among comparable filings
- Asset growth: 1.3% per year; rating input score 100; 48th percentile among comparable filings
Details
- Where the money goes: 99.4% of spending went to programs
- Governance: 1 of 3 board members independent · 8 of 8 filing controls reported
- Programs: 1 filed program accomplishment · $838K in reported program spending
- Leadership: top reported pay $425K · 3 people listed · 0 of 6 pay-setting controls reported
- Consistency: 15 of 15 current checks pass
- Schedules: 6 filed schedules · includes grants and executive pay
- Filing history: 5 filing years from 2020 to 2024
- Contacts: How to reach this organization
- Money network: 1 filed money-flow record
- Related organizations: 2 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.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Transparency & Controls: Pay-setting controls scored 0/100.
- Moderate — Accountability: Independent voting board scored 33/100.
- High — Growth: Revenue growth scored 0/100.
- High — Sustainability: Officer compensation ratio scored 14/100.
- High — Sustainability: Liabilities to assets ratio scored 22/100.