2024-10-23T16:06:59-05:00 2024-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 18500 VON KARMAN AVE 10TH FLOOR IRVINE CA 92612 990 2023-07-01 942518498 MENORAH PARK MENO 4159297912 3365 SACRAMENTO STREET SAN FRANCISCO CA 941181984 JOAN LEVISON EXECUTIVE DIRECTOR 4159297912 2024-10-21 1 0 BRIAN YACKER P00401346 9492222999 2024-10-21 2023 2024-10-15 13:58:12Z JOAN LEVISON 3365 SACRAMENTO STREET SAN FRANCISCO CA 941181984 8259278 0 X WWW.MENORAHPARK.WORDPRESS.COM X 1978 CA TO PROVIDE LOW-INCOME HOUSING TO THE ELDERLY. 8 8 16 8 0 0 4509354 4761292 0 0 237114 332389 1007358 1077999 5753826 6171680 2022250 1016000 0 0 1552839 1607330 0 0 19405 1435150 2001689 5010239 4625019 743587 1546661 14770789 17099272 249272 240836 14521517 16858436 TO PROVIDE LOW-INCOME HOUSING TO THE ELDERLY. 0 0 2550076 0 864196 MENORAH PARK PROVIDES SUBSIDIZED HOUSING FOR MORE THAN 190 RESIDENTS IN 149 INDEPENDENT LIVING APARTMENTS IN A SINGLE BUILDING IN SAN FRANCISCO. IN ADDITION TO HOUSING, MENORAH PARK PROVIDES THE SERVICES OF A RUSSIAN-SPEAKING SOCIAL WORKER AND CHINESE-SPEAKING SOCIAL WORKER TO OUR MOSTLY MONOLINGUAL RESIDENTS. WE ALSO PROVIDE SOCIAL ACTIVITIES ONSITE AND OUT IN THE COMMUNITY AND A FOOD SECURITY PROGRAM. 1016000 1016000 MENORAH PARK GRANTS MORE THAN $1 MILLION ANNUALLY TO ORGANIZATIONS IN THE SAN FRANCISCO BAY AREA THAT WORK TO (1) PROVIDE LOW-INCOME HOUSING TO SENIORS, (2) KEEP LOW-INCOME SENIOR HOUSED SAFELY, (3) INNOVATE PROGRAMS TO HELP LOW-INCOME HOUSING DEVELOPMENT, AND (4) FOOD SECURITY. OUR GRANTS ARE ADMINISTERED THROUGH A DONOR ADVISED FUND AT THE SAN FRANCISCO FOUNDATION. THE SF FOUNDATION PROVIDES GUIDANCE TO THE EXECUTIVE DIRECTOR AND BOARD OF DIRECTORS ON POTENTIAL GRANTEES. 3566076 1 1 0 0 0 0 0 0 0 0 1 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 0 0 0 0 1 7 0 1 16 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 0 0 CA X JOAN LEVISON 4159297912 3365 SACRAMENTO STREET SAN FRANCISCO CA 941181984 JOAN LEVISON EXECUTIVE DIRECTOR 38.00 X 206177 0 29414 SIMA KAMINSKY OFFICE MANAGER 38.00 X 136315 0 11696 JASON SHEMTOB PRESIDENT 1.00 X X 0 0 0 JOAN LAGUATAN SECRETARY 1.00 X X 0 0 0 KAIA BURKETT TREASURER 1.00 X X 0 0 0 SHARI FREEDMAN DIRECTOR 1.00 X 0 0 0 BOBBY LU DIRECTOR 1.00 X 0 0 0 JASON BERNSTEIN DIRECTOR 1.00 X 0 0 0 JASON ROSHA DIRECTOR 1.00 X 0 0 0 ARIEL FEIGENBAUM DIRECTOR 1.00 X 0 0 0 342492 0 41110 2 0 1 0 0 4761292 4761292 355811 355811 1114350 46090 1068260 1068260 864196 204064 2018086 2041508 -23422 -23422 -23422 LAUNDRY/VENDING 900099 8620 8620 MISCELLANEOUS 900099 1119 1119 9739 6171680 864196 0 546192 1016000 1016000 295763 29576 266187 1070592 819610 250982 9949 9949 138841 88438 50403 92185 58190 33995 88340 88340 67481 67481 210068 181911 28157 33954 32256 1698 354134 333881 2546 17707 567299 534204 33095 278523 271652 6871 REPAIRS & MAINTENANCE 204889 192606 12283 BUILDING IMPROVEMENTS 127240 127240 CASUALTY LOSS 39702 39702 TENANT SERVICES 28517 28517 1542 1542 4625019 3566076 1039538 19405 291 481 1277895 2130713 2213 7926 119217 139064 15525819 12748933 3356493 2776886 9929338 11964982 85342 79220 14770789 17099272 167933 161919 81339 78917 249272 240836 X 14521517 16858436 14521517 16858436 14770789 17099272 1546661 790258 0 X X 0 1 X 1 1 1 X 4726751 4995261 4566334 4509354 4761292 23558992 4726751 4995261 4566334 4509354 4761292 23558992 23558992 290424 131491 418120 516835 582672 1939542 7794 1373 210 1119 10496 25509030 3984624 0.92360 0.93140 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2019 AMOUNT: $ 7,794. 2020 AMOUNT: $ 1,373. 2021 AMOUNT: $ 210. 2023 AMOUNT: $ 1,119. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1055536 1055536 14034696 12337279 1697417 393723 369790 23933 41864 41864 0 2776886 FIXED INCOME 515581 F DOMESTIC EQUITIES 3434340 F MONEY MARKET FUNDS 618370 F DTC CORE FIXED INCOME COMMON 4608619 F DTC INTERNATIONAL EQUITY COMMON 1186531 F DTC SHORT DURATION FIXED INCOME COMMON 374036 F DTC US CORE EQUITY FUND COMMON 214421 F DTC MULTI-STRATEGY FUND COMMON 1013084 F 11964982 SECURITY DEPOSITS - RESIDENTIAL 62457 SECURITY DEPOSITS - COMMERCIAL 16460 78917 X 6773254 790258 -167293 622965 6150289 67481 -46090 21391 6171680 4436335 46090 46090 4390245 67481 167293 234774 4625019 PART X, LINE 2: THE ORGANIZATION HAS BEEN GRANTED TAX EXEMPT STATUS UNDER SECTION 501(C)(3) BY THE INTERNAL REVENUE SERVICE (IRS) AND UNDER SECTION 23701D BY THE CALIFORNIA FRANCHISE TAX BOARD. EACH YEAR, MANAGEMENT CONSIDERS WHETHER ANY MATERIAL TAX POSITION THE ORGANIZATION HAS TAKEN IS MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPLICABLE TAXING AUTHORITY. MANAGEMENT BELIEVES THAT ANY POSITIONS THE ORGANIZATION HAS TAKEN ARE SUPPORTED BY SUBSTANTIAL AUTHORITY AND, HENCE, DO NOT NEED TO BE MEASURED OR DISCLOSED IN THESE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: DISPOSAL OF BUILDING IMPROVEMENTS -127,240. CASUALTY LOSS -39,702. REPAIRS & MAINTENANCE -351. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSE -46,090. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSE 46,090. PART XII, LINE 4B - OTHER ADJUSTMENTS: DISPOSAL OF BUILDING IMPROVEMENTS 127,240. CASUALTY LOSS 39,702. REPAIRS & MAINTENANCE 351. 1 SAN FRANCISCO FOUNDATION ONE EMBARCADERO CENTER SUITE 1400 SAN FRANCISCO CA 94111 010679337 501(C)(3) 1016000 0 SUPPORT CHARITABLE ORGANIZATIONS WORKING TO CREATE MORE LOW-INCOME SENIOR HOUSING AND PREVENT HOMELESSNESS IN OUR SENIOR POPULATION IN THE SF BAY AREA. 1 0 PART I, LINE 2: MENORAH PARK SUPPORTED ORGANIZATIONS THAT FOCUS ON LOW-INCOME SENIOR HOUSING, WHICH WE DEFINE AS INCLUDING HOUSING, SUPPORTIVE SERVICES, LEGAL ASSISTANCE, AND OTHER SERVICES. TO-DATE, THE GRANTS HAVE NOT REQUIRED THAT THE GRANTEES FORMALLY REPORT BACK ON THE USE OF FUNDS. X X 0 0 0 0 0 0 0 0 0 JOAN LEVISON EXECUTIVE DIRECTOR 206177 0 0 0 0 0 28114 0 1300 0 235591 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE TREASURER AND EXECUTIVE DIRECTOR REVIEW THE ORGANIZATION'S TAX RETURN PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REQUIRES ITS OFFICERS, DIRECTORS AND AFFILIATE MEMBERS GIVE NOTICE OF ANY CONFLICT OF INTEREST OR RELATIONSHIP AND SHALL THEREAFTER REFRAIN FROM DISCUSSING OR VOTING ON THE PARTICULAR TRANSACTION IN WHICH HE/SHE HAS AN INTEREST OR RELATIONSHIP. OFFICERS, DIRECTORS AND AFFILIATE MEMBERS ARE REQUIRED TO SIGN AN ANNUAL CONFLICT OF INTEREST STATEMENT. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS EVALUATE THE EXECUTIVE DIRECTOR'S PERFORMANCE BASED ON A SERIES OF QUESTIONS. COMPENSATION IS THEN DETERMINED BY THE EXECUTIVE COMMITTEE. 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 XII, LINE 2C: THE ORGANIZATION DID NOT CHANGE ITS SELECTION PROCESS OR OVERSIGHT PROCESS DURING THE TAX YEAR.