Civic Intelligence

Congregation Beth-El of Fall River Special Project Fund Trust

990 • Fiscal year 2024 • EIN 04-3100103

Jul 01, 2023 to Jun 30, 2024 • Filed on Jan 30, 2025

Organization ProfileN/A
385 High StFall River, MA 02720

(508) 674-3529

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

48th percentile

0.01x

Higher debt load relative to assets than 48% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

75th percentile

0.16x

Higher debt load relative to revenue than 75% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

36th percentile

-1.4%

Higher net margin than 36% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

37th percentile

-0.7%

Faster asset growth than 37% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

24th percentile

-11%

Faster revenue growth than 24% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets48th percentile

Assets

Down

$528,710

Down $3,816 (-0.7%) from 2023

Net Assets

Up

$522,987

Up $10,374 (+2.0%) from 2023

Liabilities

Down

$5,723

Down $14,190 (-71%) from 2023

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin36th percentile

Revenue

Down

$35,374

Down $4,192 (-11%) from 2023

Expenses

Up

$35,863

Up $9,038 (+34%) from 2023

Net Income

Down

-$489

Down $13,230 (-104%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0Assets 2010: $501,000Liabilities 2010: $0Net Assets 2010: $501,0002010Assets 2011: $488,251Liabilities 2011: $0Net Assets 2011: $488,2512011Assets 2012: $508,907Liabilities 2012: $0Net Assets 2012: $508,9072012Assets 2013: $495,315Liabilities 2013: $0Net Assets 2013: $495,3152013Assets 2014: $509,122Liabilities 2014: $0Net Assets 2014: $509,1222014Assets 2015: $506,411Liabilities 2015: $0Net Assets 2015: $506,4112015Assets 2016: $503,716Liabilities 2016: $0Net Assets 2016: $503,7162016Assets 2019: $509,144Liabilities 2019: $0Net Assets 2019: $509,1442019Assets 2020: $490,821Liabilities 2020: $18,254Net Assets 2020: $472,5672020Assets 2021: $599,171Liabilities 2021: $37,113Net Assets 2021: $562,0582021Assets 2022: $556,335Liabilities 2022: $23,744Net Assets 2022: $532,5912022Assets 2023: $532,526Liabilities 2023: $19,913Net Assets 2023: $512,6132023Assets 2024: $528,710Liabilities 2024: $5,723Net Assets 2024: $522,9872024Assets 2025: $546,537Liabilities 2025: $0Net Assets 2025: $546,5372025

Highlighted filing

2024

Assets$528,710
Liabilities$5,723
Net Assets$522,987
Open 2024 Filing

Operations Trend

Revenue Growth24th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60K$40K$20K$0-$20KRevenue 2010: $18,478Expenses 2010: $18,478Net Income 2010: $02010Revenue 2011: $25,150Expenses 2011: $26,831Net Income 2011: -$1,6812011Expenses 2012: $20,7342012Revenue 2013: $48,089Expenses 2013: $21,695Net Income 2013: $26,3942013Revenue 2014: $21,244Expenses 2014: $20,185Net Income 2014: $1,0592014Revenue 2015: $25,791Expenses 2015: $22,425Net Income 2015: $3,3662015Revenue 2016: $3,950Expenses 2016: $20,929Net Income 2016: -$16,9792016Revenue 2019: $20,802Expenses 2019: $21,316Net Income 2019: -$5142019Revenue 2020: $6,263Expenses 2020: $20,147Net Income 2020: -$13,8842020Revenue 2021: $19,364Expenses 2021: $18,859Net Income 2021: $5052021Revenue 2022: $22,595Expenses 2022: $20,219Net Income 2022: $2,3762022Revenue 2023: $39,566Expenses 2023: $26,825Net Income 2023: $12,7412023Revenue 2024: $35,374Expenses 2024: $35,863Net Income 2024: -$4892024Revenue 2025: $19,445Expenses 2025: $11,723Net Income 2025: $7,7222025

Highlighted filing

2024

Revenue$35,374
Expenses$35,863
Net Income-$489
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Jan 30, 2025
Return Version
2023v6.0
Gross Receipts
$35,374
Mission and Program Overview

Mission

To distribute the net interest and dividends of the trust to congregation beth-el of fall river, inc. For the use of said beneficiary.

To assist temple's exempt purpose.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$454,692$466,534▲ $11,842
Savings and Temporary Cash Investments$77,834$62,176▼ $15,658
Total Assets$532,526$528,710▼ $3,816
Liabilities
Grants Payable$19,913$5,723▼ $14,190
Total Liabilities$19,913$5,723▼ $14,190
Net Assets / Fund Balance
Net Assets With Donor Restrictions$512,613$522,987▲ $10,374
Total Net Assets Fund Balance$512,613$522,987▲ $10,374
Total Liabilities and Net Assets / Fund Balance$532,526$528,710▼ $3,816

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$454,692-▲ $48,655-$466,534
2022$532,591-▲ $51,074-$454,692
2021$562,058-▼ $9,248-$532,591
2020$472,567-▲ $108,350-$562,058
2019$509,144-▼ $16,430-$472,567
Compensation and Service Providers
Top Officer Pay55th percentile

Board Members and Trustees

NameTitle
Richard S SchwartzPresident
Libby CohenSecretary
Robert FalconeroTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$35,374
Other Revenue
$0
Change in Net Assets
$-489
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$35,863
Other Expenses$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$35,863--$35,863
Total Functional Expenses$35,863$0$0$35,863
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Temple Beth-el of Fall River IncFall River, MA-Religious/benevolent$35,863
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The accounting firm provides form 990 to designated members of the board of trustees and obtains their approval for filing. All trustees are informed that form 990 has been prepared and is available for their review.”

Form 990, Page 6, Part VI, Line 18

“The organization's previous years forms 990 and/or 990-ez are available at www.guidestar.com”

Form 990, Page 6, Part VI, Line 19

“The organization is not required to file financial statements with the commonwealth of massachusetts division of public charities. The organization is exempt from filing becasue it is an organization which holds property for religious purposes. It exists solely for the benefit of congregation beth-el of fall river, inc. Or temple beth-el of fall river (the synagogue) in massachusetts. The organization's governing and exemption documents have been filed with the internal revenue service.”

Filing and Contact Details

Filer

Filer Name
Congregation Beth-el of Fall River
EIN
04-3100103
Phone
5086743529
Address
385 HIGH ST, FALL RIVER, MA 02720

Signing Officer

Name
Richard S Schwartz
Title
President
Phone
5086743529
Signed
2025-01-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard S Schwartz
Formed
1990
Legal Domicile
Ma
Voting Board Members
3
Independent Board Members
3
Employees
0

Preparer

Firm
Norman Graham & Digangi Pc
Address
452 WILBUR AVE, SWANSEA, MA 02777-2428
Preparer
Dana R Norman
Phone
5086768561
Raw XML Appendix334 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE SUPPORTED ORGANIZATION IS TEMPLE BETH-EL OR CONGREGATION BETH-EL OF FALL RIVER, INC. THIS ORGANIZATION'S REASON FOR PUBLIC CHARITY STATUS IS THAT IT IS A SYNAGOGUE AND IS EXEMPT UNDER SECTION 170(B)(1)(A)(I) AND HAS NO FILING REQUIREMENT WITH THE INTERNAL REVENUE SERVICE.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ACCOUNTING FIRM PROVIDES FORM 990 TO DESIGNATED MEMBERS OF THE BOARD OF TRUSTEES AND OBTAINS THEIR APPROVAL FOR FILING. ALL TRUSTEES ARE INFORMED THAT FORM 990 HAS BEEN PREPARED AND IS AVAILABLE FOR THEIR REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION'S PREVIOUS YEARS FORMS 990 AND/OR 990-EZ ARE AVAILABLE AT WWW.GUIDESTAR.COM
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION IS NOT REQUIRED TO FILE FINANCIAL STATEMENTS WITH THE COMMONWEALTH OF MASSACHUSETTS DIVISION OF PUBLIC CHARITIES. THE ORGANIZATION IS EXEMPT FROM FILING BECASUE IT IS AN ORGANIZATION WHICH HOLDS PROPERTY FOR RELIGIOUS PURPOSES. IT EXISTS SOLELY FOR THE BENEFIT OF CONGREGATION BETH-EL OF FALL RIVER, INC. OR TEMPLE BETH-EL OF FALL RIVER (THE SYNAGOGUE) IN MASSACHUSETTS. THE ORGANIZATION'S GOVERNING AND EXEMPTION DOCUMENTS HAVE BEEN FILED WITH THE INTERNAL REVENUE SERVICE.
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0042121301
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0170B
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SYNAGOGUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0385 HIGH STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0FALL RIVER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd002720
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0532526
IRS990/TotalAssetsEOYAmt0528710
IRS990/TotalAssetsGrp/BOYAmt0532526
IRS990/TotalAssetsGrp/EOYAmt0528710
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt035863
IRS990/TotalFunctionalExpensesGrp/TotalAmt035863
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt019913
IRS990/TotalLiabilitiesEOYAmt05723
IRS990/TotalLiabilitiesGrp/BOYAmt019913
IRS990/TotalLiabilitiesGrp/EOYAmt05723
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0512613
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0522987
IRS990/TotalProgramServiceExpensesAmt035863
IRS990/TotalRevenueGrp/ExclusionAmt035374
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt035374
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0532526
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0528710
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD S SCHWARTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05086743529
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-01-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CONGREGATION BETH-EL OF FALL RIVER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SPECIAL PROJECT FUND
ReturnHeader/Filer/BusinessNameControlTxt0CONG
ReturnHeader/Filer/EIN0043100103
ReturnHeader/Filer/PhoneNum05086743529
ReturnHeader/Filer/USAddress/AddressLine1Txt0385 HIGH ST
ReturnHeader/Filer/USAddress/CityNm0FALL RIVER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002720
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0264026486
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NORMAN GRAHAM & DIGANGI PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0452 WILBUR AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SWANSEA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0027772428
ReturnHeader/PreparerPersonGrp/PhoneNum05086768561
ReturnHeader/PreparerPersonGrp/PreparationDt02025-02-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANA R NORMAN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-03-13T09:29:45-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$528,710
Liabilities
$5,723
Net assets
$522,987
Revenue
$35,374
Expenses
$35,863
Net income
-$489
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.47$0.00$5.47$0.19$0.12$0.08
2024Detailed filing. Detailed filing data is available for this year.$5.29$0.06$5.23$0.35$0.36$0.00
2023Detailed filing. Detailed filing data is available for this year.$5.33$0.20$5.13$0.40$0.27$0.13
2022Detailed filing. Detailed filing data is available for this year.$5.56$0.24$5.33$0.23$0.20$0.02
2021Detailed filing. Detailed filing data is available for this year.$5.99$0.37$5.62$0.19$0.19$0.01
2020Detailed filing. Detailed filing data is available for this year.$4.91$0.18$4.73$0.06$0.20$0.14
2019Detailed filing. Detailed filing data is available for this year.$5.09$0.00$5.09$0.21$0.21$0.01
2016Detailed filing. Detailed filing data is available for this year.$5.04$0.00$5.04$0.04$0.21$0.17
2015Detailed filing. Detailed filing data is available for this year.$5.06$0.00$5.06$0.26$0.22$0.03
2014Detailed filing. Detailed filing data is available for this year.$5.09$0.00$5.09$0.21$0.20$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.95$0.00$4.95$0.48$0.22$0.26
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.09$0.00$5.09$0.21
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.88$0.00$4.88$0.25$0.27$0.02
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.01$0.00$5.01$0.18$0.18$0.00
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2024 filings • 501(c)3 • $500k-$1M nonprofits