Civic Intelligence

Temple B'Rith Kodesh Foundation

990 • Fiscal year 2014 • EIN 20-5307526

Jul 01, 2013 to Jun 30, 2014 • Filed on Feb 10, 2015

2131 Elmwood Avenue14618

(585) 586-8830

Siviq Scores

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

Liabilities / Assets

89th percentile

0.03x

Higher debt load relative to assets than 89% of similar nonprofits.

2014 filings • NTEE T • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

92nd percentile

0.16x

Higher debt load relative to revenue than 92% of similar nonprofits.

2014 filings • NTEE T • $500k-$1M nonprofits • Source year 2014

Net Margin

91st percentile

86%

Higher net margin than 91% of similar nonprofits.

2014 filings • NTEE T • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

96th percentile

$99,000

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 104.5% of source-year revenue.

2014 filings • NTEE T • $500k-$1M nonprofits • Source year 2014

Asset Growth

84th percentile

18%

Faster asset growth than 84% of similar nonprofits.

2014 filings • NTEE T • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

19th percentile

-39%

Faster revenue growth than 19% of similar nonprofits.

2014 filings • NTEE T • $500k-$1M nonprofits • Annualized from 2013 to 2014

Assets

Up

$587,216

Up $89,119 (+18%) from 2013

Net Assets

$572,208

No earlier filing loaded for comparison.

Liabilities

Up

$15,008

Up $15,008 from 2013

Revenue

Down

$94,715

Down $61,752 (-39%) from 2013

Expenses

Down

$12,844

Down $7,268 (-36%) from 2013

Net Income

Down

$81,871

Down $54,484 (-40%) from 2013

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $210,424Net Assets 2010: $210,4242010Assets 2011: $230,551Liabilities 2011: $14,3732011Assets 2012: $327,542Liabilities 2012: $21,232Net Assets 2012: $306,3102012Assets 2013: $498,097Liabilities 2013: $02013Assets 2014: $587,216Liabilities 2014: $15,008Net Assets 2014: $572,2082014Assets 2015: $704,501Liabilities 2015: $13,591Net Assets 2015: $690,9102015Assets 2016: $896,774Liabilities 2016: $1,575Net Assets 2016: $895,1992016Assets 2017: $2,228,559Liabilities 2017: $10,322Net Assets 2017: $2,218,2372017Assets 2018: $2,607,842Liabilities 2018: $0Net Assets 2018: $2,607,8422018Assets 2019: $2,607,073Liabilities 2019: $0Net Assets 2019: $2,607,0732019Assets 2020: $2,583,681Liabilities 2020: $1,250Net Assets 2020: $2,582,4312020Assets 2021: $3,122,096Liabilities 2021: $1,250Net Assets 2021: $3,120,8462021Assets 2022: $2,584,202Liabilities 2022: $2,000Net Assets 2022: $2,582,2022022Assets 2023: $2,768,965Liabilities 2023: $986Net Assets 2023: $2,767,9792023Assets 2024: $2,974,720Liabilities 2024: $3,399Net Assets 2024: $2,971,3212024

Highlighted filing

2014

Assets$587,216
Liabilities$15,008
Net Assets$572,208

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2010: $19,629Expenses 2010: $40,213Net Income 2010: -$20,5842010Revenue 2011: $30,338Expenses 2011: $42,970Net Income 2011: -$12,6322011Revenue 2012: $132,781Expenses 2012: $44,957Net Income 2012: $87,8242012Revenue 2013: $156,467Expenses 2013: $20,112Net Income 2013: $136,3552013Revenue 2014: $94,715Expenses 2014: $12,844Net Income 2014: $81,8712014Revenue 2015: $154,197Expenses 2015: $35,495Net Income 2015: $118,7022015Revenue 2016: $257,677Expenses 2016: $97,548Net Income 2016: $160,1292016Revenue 2017: $1,423,342Expenses 2017: $163,892Net Income 2017: $1,259,4502017Revenue 2018: $508,897Expenses 2018: $119,521Net Income 2018: $389,3762018Revenue 2019: $88,464Expenses 2019: $88,887Net Income 2019: -$4232019Revenue 2020: $77,617Expenses 2020: $102,258Net Income 2020: -$24,6412020Revenue 2021: $88,020Expenses 2021: $55,706Net Income 2021: $32,3142021Revenue 2022: $126,221Expenses 2022: $248,426Net Income 2022: -$122,2052022Revenue 2023: $151,828Expenses 2023: $131,486Net Income 2023: $20,3422023Revenue 2024: $121,584Expenses 2024: $158,023Net Income 2024: -$36,4392024

Highlighted filing

2014

Revenue$94,715
Expenses$12,844
Net Income$81,871
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Feb 10, 2015
Return Version
2013v4.0
Gross Receipts
$94,715
Mission and Program Overview

Mission

Supporting organization for religious institution

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$457,316$521,485▲ $64,169
Cash and Non-Interest-Bearing Accounts$37,143$62,543▲ $25,400
Intangible Assets$3,638$3,188▼ $450
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$498,097$587,216▲ $89,119
Other Assets Total-$0-
Liabilities
Other Liabilities-$15,008-
Total Liabilities$0$15,008▲ $15,008
Net Assets / Fund Balance
Permanently Rstr Net Assets$498,097$572,208▲ $74,111
Total Net Assets Fund Balance$498,097$572,208▲ $74,111
Total Liabilities and Net Assets / Fund Balance$498,097$587,216▲ $89,119
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
Joel ElliotExecutive DirectorPT$99,000$99,000

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$24,048
Program Service Revenue
$2,074
Investment Income
$68,593
Other Revenue
$0
All Other Contributions
$24,048
Change in Net Assets
$81,871
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$12,844
Total Fundraising Expense$347
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees-$2,137-$2,137
Depreciation Depletion-$450-$450
Other Expenses$9,790$120$347$120
Total Functional Expenses$9,790$2,707$347$12,844
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Reimburse Expenses Paid by TBK$15,008
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
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
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder

The organization has one member: Temple B'rith Kodesh

Form 990, Part VI, Line 7A: How Members or Shareholders Elect Governing Body

Board of Governors recommends trustees for approval by member.

Form 990, Part VI, Line 7B: Describe Decisions of Governing Body Approval by Members or Shareholders

The member elects or removes members and/or officers of the board of governors and approves any amendments to the certificate of incorporation or by-laws.

Form 990, Part VI, Line 11B: Form 990 Review Process

Officers review form 990 and report to the board for approval.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

Annually, each trustee signs the conflict of interest policy statement disclosing any conflicts of interest.

Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection

Upon request made at Temple B'rith Kodesh office.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Upon request made at Temple B'rith Kodesh office.

Filing and Contact Details

Filer

EIN
20-5307526
Phone
5855868830

Signing Officer

Name
Marvin Wolk
Title
Treasurer
Signed
2015-02-10
Discuss with paid preparer
Yes

Organization Details

Formed
2006
Legal Domicile
Ny
Voting Board Members
13
Independent Board Members
13
Employees
0

Preparer

Preparer
Lorraine P Wolch
Phone
5855868830
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Decreases

Prior period program expenses = -$7760

Form 990, Part XII, Line 1: Change of Accounting Method

Previously box for cash basis was erroneously checked. In reality on accrual basis.

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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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IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt0-7760
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0program expenses
IRS990/OtherExpensesGrp/Desc1meetings
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS EXPENSE
IRS990/OtherExpensesGrp/FundraisingAmt0347
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0120
IRS990/OtherExpensesGrp/ProgramServicesAmt09790
IRS990/OtherExpensesGrp/TotalAmt09790
IRS990/OtherExpensesGrp/TotalAmt1347
IRS990/OtherExpensesGrp/TotalAmt2120
IRS990/OtherInd0X
IRS990/OtherLiabilitiesGrp/EOYAmt015008
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0498097
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0572208
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt081871
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0457316
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0521485
IRS990ScheduleA/Contribution35ControlledInd0false
IRS990ScheduleA/ContributionControllerInd0false
IRS990ScheduleA/ContributionFamilyInd0false
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0160743199
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc01
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10TEMPLE BRITH KODESH
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd0false
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd0true
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt015008
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Reimburse Expenses Paid by TBK
IRS990ScheduleD/TotalLiabilityAmt015008
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The organization has one member: Temple B'rith Kodesh
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Board of Governors recommends trustees for approval by member.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE MEMBER ELECTS OR REMOVES MEMBERS AND/OR OFFICERS OF THE BOARD OF GOVERNORS AND APPROVES ANY AMENDMENTS TO THE CERTIFICATE OF INCORPORATION OR BY-LAWS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Officers review form 990 and report to the board for approval.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ANNUALLY, EACH TRUSTEE SIGNS THE CONFLICT OF INTEREST POLICY STATEMENT DISCLOSING ANY CONFLICTS OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Upon request made at Temple B'rith Kodesh office.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Upon request made at Temple B'rith Kodesh office.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PRIOR PERIOD PROGRAM EXPENSES = -$7760
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Previously box for cash basis was erroneously checked. In reality on accrual basis.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 7a: How Members or Shareholders Elect Governing Body
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 7b: Describe Decisions of Governing Body Approval by Members or Shareholders
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Changes In Net Assets Or Fund Balances - Other Decreases
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part XII, Line 1: Change of Accounting Method
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0498097
IRS990/TotalAssetsEOYAmt0587216
IRS990/TotalAssetsGrp/BOYAmt0498097
IRS990/TotalAssetsGrp/EOYAmt0587216
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt024048
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0347
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt02707
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt09790
IRS990/TotalFunctionalExpensesGrp/TotalAmt012844
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt015008
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt015008
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0498097
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0572208
IRS990/TotalProgramServiceExpensesAmt09790
IRS990/TotalProgramServiceRevenueAmt02074
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt070667
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt094715
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0498097
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0587216
IRS990/TotReportableCompRltdOrgAmt099000
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.97$0.00$2.97$0.12$0.16$0.04
2023Detailed filing. Detailed filing data is available for this year.$2.77$0.00$2.77$0.15$0.13$0.02
2022Detailed filing. Detailed filing data is available for this year.$2.58$0.00$2.58$0.13$0.25$0.12
2021Detailed filing. Detailed filing data is available for this year.$3.12$0.00$3.12$0.09$0.06$0.03
2020Detailed filing. Detailed filing data is available for this year.$2.58$0.00$2.58$0.08$0.10$0.02
2019Detailed filing. Detailed filing data is available for this year.$2.61$0.00$2.61$0.09$0.09$0.00
2018Detailed filing. Detailed filing data is available for this year.$2.61$0.00$2.61$0.51$0.12$0.39
2017Detailed filing. Detailed filing data is available for this year.$2.23$0.01$2.22$1.42$0.16$1.26
2016Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.26$0.10$0.16
2015Detailed filing. Detailed filing data is available for this year.$0.70$0.01$0.69$0.15$0.04$0.12
2014Detailed filing. Detailed filing data is available for this year.$0.59$0.02$0.57$0.09$0.01$0.08
2013Summary only. Only limited summary data is available for this year.$0.50$0.00$0.16$0.02$0.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.33$0.02$0.31$0.13$0.04$0.09
2011Summary only. Only limited summary data is available for this year.$0.23$0.01$0.03$0.04$0.01
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.21$0.21$0.02$0.04$0.02