Joel & Oran Benton Monroe Benton Memorial Foundation
DBA: THE JOEL & ORA BENTON MONROE BENTON
SUPPORTS THE MISSION OF UNITED JEWISH APPEAL-FEDERATION OF JEWISH PHILANTHROPIES OF NEW YORK, INC.
IRS Tax Year 2022
Period ending June 30, 2023
Total Revenue
$0
Total Expenses
$771K
Net Assets
$17.9M
Employees
0
Grants Paid
$770K
Program Expense Ratio
99.9%
This nonprofit profile presents IRS Form 990 tax filing data for Joel & Oran Benton Monroe Benton Memorial Foundation (EIN: 13-3927715), based on the 2023 tax year annual return filed with the Internal Revenue Service.
Sections below include financial summaries (revenue, expenses, and net assets), program accomplishments, officer and key employee compensation, detailed executive pay breakdowns, governance policies and audit information, related tax-exempt organizations. All figures are reported in USD as filed.
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Financial Health
Transparency
Compensation
Program Effectiveness
Financial Stability
Risk Flags
Indicators derived from IRS Form 990 data. Not financial advice.
Joel & Oran Benton Monroe Benton Memorial Foundation is a 501(c)(3) nonprofit headquartered in NEW YORK, NY, founded in 1996. The organization has held tax-exempt status since 1997. In its 2022 filing, the organization reported $0 in total revenue, a 100.0% decrease from the prior year, and $771K in total expenses. WILLIAM D SAMERS, TRUSTEE, is the highest-compensated individual at $368,717. The organization runs 1 program, totaling $770K in program expenses. 5 of 6 recommended governance policies are in place.
Joel & Oran Benton Monroe Benton Memorial Foundation is classified under NTEE code T21I. Its foundation type is 17.
Programs(Tax Year 2022)
1 record
Joel & Oran Benton Monroe Benton Memorial Foundation operates 1 program, with total program expenses of $770K. Joel & Oran Benton Monroe Benton Memorial Foundation's largest program accounts for 100% of total program spending.
GRANT MADE TO UJA-FEDERATION OF NEW YORK IN FURTHERANCE OF UJA-FEDERATION OF NEW YORK'S CHARITABLE PURPOSES.
Financial Overview(Tax Years 2020–2022)
3 records
Over the past 3 years, Joel & Oran Benton Monroe Benton Memorial Foundation's revenue has declined from $1.7M to $0, a 100.0% decrease. Program expenses represent 100% of total spending.
Revenue decreased 100.0% year-over-year, while expenses declined 6.9%. net assets rose to $17.9M, up 3.4% from the prior year.
Joel & Oran Benton Monroe Benton Memorial Foundation allocates 100% to programs, 0% to management and general.
Joel & Oran Benton Monroe Benton Memorial Foundation distributed $770K in grants to other organizations and individuals, representing 100% of total expenses.
Over 3 filings from 2020–2022, Joel & Oran Benton Monroe Benton Memorial Foundation declined revenue from $1.7M to $0 (-100.0%) while maintaining a program expense ratio of 100%.
Joel & Oran Benton Monroe Benton Memorial Foundation holds $18.7M in total assets against $771K in liabilities (debt-to-asset ratio of 4%). The organization has 278.4 months of operating reserves. Cash and equivalents of $0 cover approximately 0.0 months of expenses.
Revenue
| Year | Total Revenue | Contributions | Gov't Grants | Program Revenue | Investment |
|---|---|---|---|---|---|
| 2022 | $0 | $0 | $0 | $0 | $0 |
| 2021 | $1.1M | $0 | $0 | $0 | $1.1M |
| 2020 | $1.7M | $0 | $0 | $0 | $1.7M |
Expenses
| Year | Total Expenses | Program | Management | Fundraising | Grants Paid |
|---|---|---|---|---|---|
| 2022 | $771K | $770K | $750 | $0 | $770K |
| 2021 | $828K | $749K | $79K | $0 | $749K |
| 2020 | $899K | $774K | $125K | $0 | $774K |
Program Expense Ratio
99.9%
Admin Expense Ratio
0.1%
Fundraising Efficiency
—
Operating Reserve
278.4 mo
People & Compensation(Tax Year 2022)
3 records
Joel & Oran Benton Monroe Benton Memorial Foundation reported compensation for 3 officers and key employees. Total officer compensation was $593K, representing 77.0% of total expenses.
Joel & Oran Benton Monroe Benton Memorial Foundation's highest-compensated individual received $369K in total compensation. Total officer compensation of $593K represents 77.0% of total expenses.
| Name | Title | Type | Hours/wk | Comp from Org | Related Orgs | Total |
|---|---|---|---|---|---|---|
| WILLIAM D SAMERS | TRUSTEE | Director | 1.00 | $0 | $307,208 | $368,717 |
| STANLEY BAUMBLATT | SECRETARY/TREASURER/TRUSTEE | OfficerDirector | 1.00 | $0 | $187,127 | $224,516 |
| LAWRENCE COHEN | PRESIDENT/TRUSTEE | OfficerDirector | — | $0 | $0 | $0 |
Compensation Breakdown
Schedule J detail — base, bonus, benefits, and executive perks
STANLEY BAUMBLATT
Base Salary
—
Bonus
—
Other Reportable
—
Retirement/Deferred
—
Nontaxable Benefits
—
WILLIAM D SAMERS
Base Salary
—
Bonus
—
Other Reportable
—
Retirement/Deferred
—
Nontaxable Benefits
—
Governance & Compliance(Tax Year 2022)
Joel & Oran Benton Monroe Benton Memorial Foundation has 5 of 6 recommended governance policies in place, including conflict of interest, whistleblower, document retention. Its board has 3 members, 1 of whom are independent.
Joel & Oran Benton Monroe Benton Memorial Foundation's financial statements are audited, an audit committee oversees the process.
Policies & Oversight
Audit & Financial Oversight
Grants Awarded(Tax Year 2022)
1 record
Joel & Oran Benton Monroe Benton Memorial Foundation awarded $770K across 1 grant to organizations. Top recipients include UJA-FEDERATION OF NEW YORK (NEW YORK, NY) — $770K for grant to supported organization.
Organization Grants
| Recipient | Location | Amount | Purpose |
|---|---|---|---|
| UJA-FEDERATION OF NEW YORK510172429 | NEW YORK, NY | $770K | GRANT TO SUPPORTED ORGANIZATION |
Filing History(Tax Years 1997–2022)
3 records
Showing the 3 Form 990 filings currently in our system.
| Tax Year | Form | Period | Revenue | Expenses | Net Assets |
|---|---|---|---|---|---|
| 2022 | 990 | 2022-07-01 – 2023-06-30 | $0 | $771K | $17.9M |
| 2021 | 990 | 2021-07-01 – 2022-06-30 | $1.1M | $828K | $17.3M |
| 2020 | 990 | 2020-07-01 – 2021-06-30 | $1.7M | $899K | $19.9M |
| 1997–2019 | No filings acquired yet | ||||
Frequently Asked Questions
What does Joel & Oran Benton Monroe Benton Memorial Foundation do?
SUPPORTS THE MISSION OF UNITED JEWISH APPEAL-FEDERATION OF JEWISH PHILANTHROPIES OF NEW YORK, INC.
How much revenue does Joel & Oran Benton Monroe Benton Memorial Foundation have?
Joel & Oran Benton Monroe Benton Memorial Foundation reported $0 in total revenue for tax year 2022, down 100.0% from the prior year.
Who is the highest-paid executive at Joel & Oran Benton Monroe Benton Memorial Foundation?
WILLIAM D SAMERS, TRUSTEE, received $368,717 in total compensation as of tax year 2022.
Is Joel & Oran Benton Monroe Benton Memorial Foundation a 501(c)(3)?
Yes, Joel & Oran Benton Monroe Benton Memorial Foundation is classified as a 501(c)(3) tax-exempt organization.
Where is Joel & Oran Benton Monroe Benton Memorial Foundation located?
Joel & Oran Benton Monroe Benton Memorial Foundation is headquartered in NEW YORK, NY 100221302.
Is Joel & Oran Benton Monroe Benton Memorial Foundation audited?
Yes, Joel & Oran Benton Monroe Benton Memorial Foundation's financial statements are audited, and the organization has an audit committee.
Does Joel & Oran Benton Monroe Benton Memorial Foundation give grants?
Yes, Joel & Oran Benton Monroe Benton Memorial Foundation distributed $770,000 in grants to other organizations and individuals in tax year 2022. Top recipients include UJA-FEDERATION OF NEW YORK.
Data Source
IRS Form 990 electronic filings via the IRS Exempt Organizations Business Master File. All financial figures are as reported in USD.
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