Ohel Batsheva EIN 84-1527137 Form 990 (PDF) Claim this org

Ohel Batsheva

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Supports registered charitable organizations. For fiscal year 2024 it reported $489K in revenue, $200K in expenses, and $6.4M in net assets.Pt I

Type
Supporting organization · Foundations & Grantmakers
Location
Lakewood, CO
Filings
4 on file (2020–2024)
Revenue
$489KFY2024
Expenses
$200K
Net assets
$6.4M
People
3
Filings
4
Updates
0
More identity details & actions ⌄
EIN  84-1527137 Supporting organization Lakewood, CO
Form 990 (PDF)
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Size
$100K–1M
What they do
Supports registered charitable organizations.
Leadership
Hersch Lkrausz · Executive Direc
Money in and out
$489K revenue, $200K expenses
Bottom line
+59% net inflow
Money in and out · FY2024
Total revenue
$489K
Pt VIII · Ln 12
Total expenses
$200K
Pt IX · Ln 25
Net assets
$6.4M
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): $289K
Where spending went · Part IX cols B–D
Program services $1.00 Management & general $0.00
Net inflow
+59%
revenue over expenses, this year▲ +33% vs prior filing year
Pass-through gifts
0.7%
of revenue from contributions▼ -98% vs prior filing year
Program spending
100%
of expenses reach stated programs-0.02% vs prior filing year

Summary of the Filing

Part I · fiscal year 2024 · Form 990
Revenue
$489K
FY2024▲ +36%
Expenses
$200K
FY2024+0.02%
Total assets
$6.4M
FY2024▲ +9%
Total liabilities
$0
FY2024
Total revenue
$489K
Pt VIII · Ln 12
Total expenses
$200K
Pt IX · Ln 25
Net assets
$6.4M
Pt X · Ln 32
Revenue less expensesPt I · Ln 19$289K
Total assetsPt X · Ln 16$6.4M
Program-expense ratioPt IX · col B100%
Voting members of governing bodyPt I · Ln 33
Independent voting membersPt I · Ln 42

Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item COhel Batsheva
EINHdr · item D84-1527137
Principal addressHdr · item CLakewood, CO
WebsiteHdr · item Jnone reported
Year of formationHdr · item Lpending
State of legal domicileHdr · item MCO
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFFoundations & Grantmakers (T90)
Ruling yearIRS BMFApr 2002

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a3
Independent voting membersPt VI · Ln 1b2
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13No
Document retention policyPt VI · Ln 14No
CEO/top-official compensation independently reviewedPt VI · Ln 15aNo
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation · most recent filed roster (FY2023); the FY2024 filing did not itemize Part VII
Executive Direc
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
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Mission & Programs · Part III

Where the work happens

1 program service account for $200K of program spending, described in the organization's own filed words · FY2023.
01

Support other 501 (c) (3) charitable organizations in their community purposes

$200Kprogram expense

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Statement of Revenue

Part VIII
Investment income$261K · 53%
Other revenue$225K · 46%
Contributions & grants$3K · 1%
Investment income53%$261K
Other revenue46%$225K
Contributions & grants1%$3K
Total revenueLn 12$489K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $1.00 Management & general $0.00
Program services100%$200K
Management & general$35
Total functional expensesLn 25$200K

Balance Sheet

Part X · end of year
CashLn 1$5.2M
Total assetsLn 16$6.4M
Total liabilitiesLn 26$0
Total net assetsLn 32$6.4M
Months of cash on handcomputed310.1

Financial Metrics

Form 990 · FY2024 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $5.2M · Operating expenses/yr $200K
310.1 months
Where the money goes
Program services
Program services $200K · Total expenses $200K
100%
Management & General
Management & general $35 · Total expenses $200K
0.02%
Fundraising
Fundraising $0 · Total expenses $200K
0%
Cost to raise $1
Fundraising expense (2-yr avg) $0 · Solicited contributions (2-yr avg) $53K
Solicited contributions below reporting floor
Where the money comes from
Contribution dependence
Contributions & grants $3K · Total revenue $489K
0.7%
Government reliance
Government grants — · Total revenue $489K
Earned-income share
Program service revenue $0 · Total revenue $489K
0%
Investment reliance
Investment income $261K · Total revenue $489K
+53%
Program self-sufficiency
Program service revenue $0 · Total expenses $200K
0%
Growth & trend
Revenue growth (YoY)
This year $489K · Prior year $360K
+36%
Revenue CAGR
FY2019 $289K · FY2023 $489K
+14%
Net-asset trend (YoY)
End of year $6.4M · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $489K · Expenses $200K
+59%
Liabilities-to-Assets
Total liabilities — · Total assets $6.4M
Net-asset ratio
Net assets $6.4M · Total assets $6.4M
100%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) $0 · Other securities (Pt X, ln 12) $0 · Total assets (Pt X, ln 16) $6.4M
0%
People & payroll
Highest Reported Total Compensation
Individual Hersch Lkrausz · Reported title Executive Direc · Highest reported compensation $0 · Total expenses $200K
0%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $0 · Total expenses $200K
0%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 100%
Overhead ratio 0.02%
Fundraising cost ratio 0%
Revenue growth 36%
Investment management fee ratio 0%
Legal fee ratio 0%
Accounting fee ratio 0%
Fundraising fee ratio 0%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

Schedule I · this organization's grantmaking
Grants paid · 8 grants · $725K · 2019–2023

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2024 (Latest)$489K revenue · viewing · ⤓ 990 PDF
FY2023not on file
FY2022$360K revenue · ⤓ 990 PDF
FY2021$1.6M revenue · ⤓ 990 PDF
FY2020$289K revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2024IRS
Classification, formation year, addressIRS Business Master File
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