Civic Intelligence

Adath Israel Capital Fund

EIN 22-2401420 • 501(c)3 • Lawrenceville, NJ

Profile

The Adath Israel Capital Fund serves exclusively to assist Adath Israel Congregation of Lawrenceville, NJ in meeting its financial needs related to the physical plant and buildings. This is done using income from investments following an investment policy and guided by Trust Document. The Adath Israel Capital Fund maintains no employees or contractors and strives to avoid all expenses in order to maximize its benefit. Since the Trust-mandated floor for disbursements was reached, the Adath Israel Capital Fund has contributed more than $200,000 to Adath Israel Congregation.

1958 Lawrenceville RdLawrenceville, NJ 08648
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

20th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

15th percentile

-18%

Higher net margin than 15% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

58th percentile

6.3%

Faster asset growth than 58% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

19th percentile

-15%

Faster revenue growth than 19% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$1,335,211

Up $79,320 (+6.3%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$1,335,211

Up $79,320 (+6.3%) from 2024

Operations
Liabilities / Revenue20th percentileNet Margin15th percentile

Revenue

Down

$28,815

Down $4,980 (-15%) from 2024

Expenses

Up

$34,036

Up $13,000 (+62%) from 2024

Net Income

Down

-$5,221

Down $17,980 (-141%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth58th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2012: $1,057,709Liabilities 2012: $0Net Assets 2012: $1,057,7092012Assets 2013: $1,062,624Liabilities 2013: $0Net Assets 2013: $1,062,6242013Assets 2014: $1,075,878Liabilities 2014: $0Net Assets 2014: $1,075,8782014Assets 2015: $1,029,692Liabilities 2015: $0Net Assets 2015: $1,029,6922015Assets 2016: $1,039,267Liabilities 2016: $0Net Assets 2016: $1,039,2672016Assets 2017: $1,037,707Liabilities 2017: $0Net Assets 2017: $1,037,7072017Assets 2018: $1,048,149Liabilities 2018: $0Net Assets 2018: $1,048,1492018Assets 2019: $1,058,334Liabilities 2019: $0Net Assets 2019: $1,058,3342019Assets 2020: $1,077,940Liabilities 2020: $0Net Assets 2020: $1,077,9402020Assets 2021: $1,154,387Liabilities 2021: $0Net Assets 2021: $1,154,3872021Assets 2022: $1,040,993Liabilities 2022: $0Net Assets 2022: $1,040,9932022Assets 2023: $1,135,291Liabilities 2023: $0Net Assets 2023: $1,135,2912023Assets 2024: $1,255,891Liabilities 2024: $0Net Assets 2024: $1,255,8912024Assets 2025: $1,335,211Liabilities 2025: $0Net Assets 2025: $1,335,2112025

Highlighted filing

2025

Assets$1,335,211
Liabilities$0
Net Assets$1,335,211
Open 2025 Filing

Operations Trend

Revenue Growth19th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2012: $44,437Expenses 2012: $15,974Net Income 2012: $28,4632012Revenue 2013: $14,205Expenses 2013: $9,290Net Income 2013: $4,9152013Revenue 2014: $14,579Expenses 2014: $1,325Net Income 2014: $13,2542014Revenue 2015: $13,613Expenses 2015: $59,799Net Income 2015: -$46,1862015Revenue 2016: $9,575Expenses 2016: $0Net Income 2016: $9,5752016Revenue 2017: $9,656Expenses 2017: $11,216Net Income 2017: -$1,5602017Revenue 2018: $10,422Expenses 2018: $0Net Income 2018: $10,4222018Revenue 2019: $10,183Expenses 2019: $0Net Income 2019: $10,1832019Revenue 2020: $10,051Expenses 2020: $0Net Income 2020: $10,0512020Revenue 2021: $97,197Expenses 2021: $20,750Net Income 2021: $76,4472021Revenue 2022: $12,546Expenses 2022: $26,185Net Income 2022: -$13,6392022Revenue 2023: $94,298Expenses 2023: $0Net Income 2023: $94,2982023Revenue 2024: $33,795Expenses 2024: $21,036Net Income 2024: $12,7592024Revenue 2025: $28,815Expenses 2025: $34,036Net Income 2025: -$5,2212025

Highlighted filing

2025

Revenue$28,815
Expenses$34,036
Net Income-$5,221
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,335,211
Liabilities
$0
Net assets
$1,335,211
Revenue
$28,815
Expenses
$34,036
Net income
-$5,221
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.34$0.00$1.34$0.03$0.03$0.01
2024Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.03$0.02$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.09$0.00$0.09
2022Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.01$0.03$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.10$0.02$0.08
2020Summary only. Only limited summary data is available for this year.$1.08$0.00$1.08$0.01$0.00$0.01
2019Summary only. Only limited summary data is available for this year.$1.06$0.00$1.06$0.01$0.00$0.01
2018Summary only. Only limited summary data is available for this year.$1.05$0.00$1.05$0.01$0.00$0.01
2017Summary only. Only limited summary data is available for this year.$1.04$0.00$1.04$0.01$0.01$0.00
2016Summary only. Only limited summary data is available for this year.$1.04$0.00$1.04$0.01$0.00$0.01
2015Summary only. Only limited summary data is available for this year.$1.03$0.00$1.03$0.01$0.06$0.05
2014Summary only. Only limited summary data is available for this year.$1.08$0.00$1.08$0.01$0.00$0.01
2013Summary only. Only limited summary data is available for this year.$1.06$0.00$1.06$0.01$0.01$0.00
2012Summary only. Only limited summary data is available for this year.$1.06$0.00$1.06$0.04$0.02$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Sep 26, 2025
Return Version
2024v5.0
Gross Receipts
$28,815
Mission and Program Overview

Mission

The Adath Israel Capital Fund serves exclusively to assist Adath Israel Congregation of Lawrenceville, NJ in meeting its financial needs related to the physical plant and buildings. This is done using income from investments following an investment policy and guided by Trust Document. The Adath Israel Capital Fund maintains no employees or contractors and strives to avoid all expenses in order to maximize its benefit. Since the Trust-mandated floor for disbursements was reached, the Adath Israel Capital Fund has contributed more than $200,000 to Adath Israel Congregation.

The Adath Israel Capital Fund serves exclusively to assist Adath Israel Congregation of Lawrenceville, NJ in meeting its financial needs related to the physical plant and buildings. This is done using income from investments following an investment policy and guided by Trust Document. The capital fund maintains no employees or contractors and strives to avoid all expenses in order to maximize its benefit. Since the Trust-mandated floor for disbursements was reached, the Adath Israel Capital Fund has contributed more than $275,000 to Adath Israel Congregation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,041,990$1,154,953▲ $112,963
Savings and Temporary Cash Investments$213,901$180,258▼ $33,643
Cash and Non-Interest-Bearing Accounts-$0-
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$0→ $0
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,255,891$1,335,211▲ $79,320
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,255,891$1,335,211▲ $79,320
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$1,255,891$1,335,211▲ $79,320
Total Liabilities and Net Assets / Fund Balance$1,255,891$1,335,211▲ $79,320
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
David ShawPresident
Abe AbramovichTrustee
Cheryl GorskiTrustee
Daniel BruckerTrustee
Mark GoldfusTrustee
Bruce KaplanSecretary
Scott BergerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$28,815
Other Revenue
$0
Change in Net Assets
$-5,221
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$34,000
Other Expenses$36
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$34,000--$34,000
Fees for Service Investment Mgmnt Fees$0$36$0$36
Total Functional Expenses$34,000$36$0$34,036
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-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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, Part VI, Section B, Line 11B

“A draft of this form 990 was provided to each member of the governing body. Discussion regarding this form occurred at the Board of Trustees meeting on September 3, 2025. Trustees were given time at the meeting and following the meting to provide input prior to filing this form.”

Form 990, Part VI, Section C, Line 19

“The Governing Documents and financial statements of the Adath Israel Capital Fund are available upon request to Treasurer Scott Berger.”

Filing and Contact Details

Filer

Filer Name
Adath Israel Capital Fund
EIN
22-2401420
Phone
2158033265
Address
1958 Lawrenceville Rd, Lawrenceville, NJ 08648

Signing Officer

Name
David Shaw
Title
President
Phone
2158033265
Signed
2025-09-26

Organization Details

Principal Officer
David Shaw
Formed
1981
Legal Domicile
Nj
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
7
Raw XML AppendixShowing 400 of 424 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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IRS990/MinutesOfCommitteesInd01
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IRS990/MissionDesc0The Adath Israel Capital Fund serves exclusively to assist Adath Israel Congregation of Lawrenceville, NJ in meeting its financial needs related to the physical plant and buildings. This is done using income from investments following an investment policy and guided by Trust Document. The Adath Israel Capital Fund maintains no employees or contractors and strives to avoid all expenses in order to maximize its benefit. Since the Trust-mandated floor for disbursements was reached, the Adath Israel Capital Fund has contributed more than $275,000 to Adath Israel Congregation.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01255891
IRS990/NetAssetsOrFundBalancesEOYAmt01335211
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt084541
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01255891
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01335211
IRS990/NondeductibleContributionsInd00
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IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0David Shaw
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0The Adath Israel Capital Fund maintained a line of credit of $105,000 to Adath Israel Congregation that could be drawn on by Adath Israel Congregation to address a short-term cash shortfall. Adath Israel Congregation did not draw on the line of credit in the fiscal year July 1, 2024 - June 30, 2025.
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IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
IRS990/ProgSrvcAccomActy3Grp/Desc0In fiscal year July 1, 2023 to June 30, 2024, the Capital Fund awarded a grant of $34,000 to Adath Israel Congregation in support of capital-related items as per the Capital Fund Trust Agreement
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt034000
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IRS990ScheduleA/ChurchInd0X
IRS990/ScheduleBRequiredInd00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A draft of this form 990 was provided to each member of the governing body. Discussion regarding this form occurred at the Board of Trustees meeting on September 3, 2025. Trustees were given time at the meeting and following the meting to provide input prior to filing this form.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Governing Documents and financial statements of the Adath Israel Capital Fund are available upon request to Treasurer Scott Berger.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd00
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IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01255891
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IRS990/TotalVolunteersCnt07
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IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
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IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt031 Vanderveer Dr
IRS990/USAddress/CityNm0Lawrenceville

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