Civic Intelligence

Temple Beth Avodah Endowment Trust Fund

990 • Fiscal year 2018 • EIN 22-2784286

Jan 01, 2018 to Dec 31, 2018 • Filed on Jun 18, 2019

Organization ProfileBETHAVODAH.ORG
45 Puddingstone LaneNewton, MA 02459

(617) 527-0045

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

14th percentile

0.00x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

78th percentile

20%

Higher net margin than 78% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

59th percentile

3.6%

Faster asset growth than 59% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

93rd percentile

98%

Faster revenue growth than 93% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$2,464,382

Up $85,698 (+3.6%) from 2017

Net Assets

Up

$2,464,382

Up $85,698 (+3.6%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin78th percentile

Revenue

Up

$125,680

Up $62,274 (+98%) from 2017

Expenses

Down

$100,586

Down $83 (-0.1%) from 2017

Net Income

Up

$25,094

Up $62,357 (+167%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2013: $2,348,840Liabilities 2013: $0Net Assets 2013: $2,348,8402013Assets 2014: $2,341,671Liabilities 2014: $0Net Assets 2014: $2,341,6712014Assets 2015: $2,305,580Liabilities 2015: $0Net Assets 2015: $2,305,5802015Assets 2016: $2,207,428Liabilities 2016: $0Net Assets 2016: $2,207,4282016Assets 2017: $2,378,684Liabilities 2017: $0Net Assets 2017: $2,378,6842017Assets 2018: $2,464,382Liabilities 2018: $0Net Assets 2018: $2,464,3822018Assets 2019: $2,462,234Liabilities 2019: $0Net Assets 2019: $2,462,2342019Assets 2020: $2,347,441Liabilities 2020: $0Net Assets 2020: $2,347,4412020Assets 2021: $3,416,276Liabilities 2021: $0Net Assets 2021: $3,416,2762021Assets 2022: $3,503,180Liabilities 2022: $0Net Assets 2022: $3,503,1802022Assets 2023: $3,444,024Liabilities 2023: $0Net Assets 2023: $3,444,0242023Assets 2024: $3,513,079Liabilities 2024: $0Net Assets 2024: $3,513,0792024

Highlighted filing

2018

Assets$2,464,382
Liabilities$0
Net Assets$2,464,382
Open 2018 Filing

Operations Trend

Revenue Growth93rd percentile

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

$200K$100K$0-$100KRevenue 2013: $54,326Expenses 2013: $12,164Net Income 2013: $42,1622013Revenue 2014: $114,516Expenses 2014: $10,547Net Income 2014: $103,9692014Revenue 2015: $137,818Expenses 2015: $19,405Net Income 2015: $118,4132015Revenue 2016: $98,993Expenses 2016: $97,315Net Income 2016: $1,6782016Revenue 2017: $63,406Expenses 2017: $100,669Net Income 2017: -$37,2632017Revenue 2018: $125,680Expenses 2018: $100,586Net Income 2018: $25,0942018Revenue 2019: $144,969Expenses 2019: $116,498Net Income 2019: $28,4712019Revenue 2020: $88,613Expenses 2020: $109,771Net Income 2020: -$21,1582020Revenue 2021: $151,649Expenses 2021: $105,804Net Income 2021: $45,8452021Revenue 2022: $192,116Expenses 2022: $105,212Net Income 2022: $86,9042022Revenue 2023: $50,448Expenses 2023: $109,604Net Income 2023: -$59,1562023Revenue 2024: $157,135Expenses 2024: $88,080Net Income 2024: $69,0552024

Highlighted filing

2018

Revenue$125,680
Expenses$100,586
Net Income$25,094
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jun 18, 2019
Return Version
2018v3.1
Gross Receipts
$125,680
Mission and Program Overview

Mission

The organization exists to supplement charitable purposes of a synagogue funded entirely by member contributions.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$2,349,578$2,437,276▲ $87,698
Other Notes and Loans Receivable, Net$19,943$19,943→ $0
Cash and Non-Interest-Bearing Accounts$9,163$7,163▼ $2,000
Total Assets$2,378,684$2,464,382▲ $85,698
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$2,378,684$2,464,382▲ $85,698
Total Net Assets Fund Balance$2,378,684$2,464,382▲ $85,698
Total Liabilities and Net Assets / Fund Balance$2,378,684$2,464,382▲ $85,698

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$2,437,276--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$2,349,578-▲ $21,154-$2,437,276
2017$2,174,954-▲ $108,080-$2,349,578
2016$2,280,923-▼ $35,645-$2,174,954
2015$2,344,132-▲ $7,115-$2,280,923
2014$2,151,330-▲ $236,288-$2,344,132
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Jon BamelChair
Abby ShapiroTrustee
Adam DecterTrustee
Ellen MeiselTrustee
James NahirnyTrustee
Robert ZukerTrustee
Sherri MahneTrustee
Stacy SchwartzTrustee
Tom ColemanTrustee
Neil JacobsSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$103,233
Other Revenue
$22,447
Change in Net Assets
$25,094
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$66,544
Other Expenses$34,042
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$66,544--$66,544
Fees for Service Investment Mgmnt Fees-$27,138-$27,138
Fees for Services Accounting-$2,000-$2,000
Other Expenses-$4-$4
Total Functional Expenses$66,544$34,042$0$100,586
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Temple Beth AvodahNewton Centre, MA501(c)(3)To Provide for and Support Religious, Educational and Cultural Activities of the Synagogue.$66,544
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
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

“Explanation of how organization reviews form 990 - form 990 is prepared by the outside accountants of the organization and reviewed by the chair, secretary and trustees of the organization, before it is filed with the irs.”

Form 990, Part VI, Section C, Line 19

“Explanation of how organization makes its governing documents, conflict of interest policy and financial statements available to the public - the organization makes all required information available to the public, upon request. The organization is not required to produce financial statements.”

Filing and Contact Details

Filer

Filer Name
Temple Beth Avodah Endowment Trust
EIN
22-2784286
Phone
6175270045
Address
45 PUDDINGSTONE LANE, NEWTON, MA 02459

Signing Officer

Name
Stacy Schwartz
Title
President
Phone
6175270045
Signed
2019-06-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stacy Schwartz
Formed
1986
Legal Domicile
Ma
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
10

Preparer

Firm
Morris & Morris Pc
Address
32 KEARNEY ROAD, NEEDHAM HEIGHTS, MA 02494
Preparer
Ellis V Morris
Phone
7814556900
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“The organization exists to supplement charitable purposes of a synagogue.”

Raw XML AppendixShowing 400 of 402 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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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0108080
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt02280923
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt02174954
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt070324
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-35645
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt02344132
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt02280923
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt070324
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt07115
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt02151330
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt02344132
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt043486
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0236288
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IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
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IRS990ScheduleI/RecipientTable/CashGrantAmt066544
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO PROVIDE FOR AND SUPPORT RELIGIOUS, EDUCATIONAL AND CULTURAL ACTIVITIES OF THE SYNAGOGUE.
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IRS990/ScheduleJRequiredInd00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPLANATION OF HOW ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC - THE ORGANIZATION MAKES ALL REQUIRED INFORMATION AVAILABLE TO THE PUBLIC, UPON REQUEST. THE ORGANIZATION IS NOT REQUIRED TO PRODUCE FINANCIAL STATEMENTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsEOYAmt02464382
IRS990/TotalAssetsGrp/BOYAmt02378684
IRS990/TotalAssetsGrp/EOYAmt02464382
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt034042
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt066544
IRS990/TotalFunctionalExpensesGrp/TotalAmt0100586
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02464382
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt066544
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0125680
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02378684
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02464382
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IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt02378684
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IRS990/WhistleblowerPolicyInd00
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ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm015:20:12
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042737404
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MORRIS & MORRIS PC
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEEDHAM HEIGHTS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002494
ReturnHeader/PreparerPersonGrp/PhoneNum07814556900
ReturnHeader/PreparerPersonGrp/PreparationDt02019-06-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELLIS V MORRIS
ReturnHeader/ReturnTs02019-07-09T11:31:28-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,464,382
Liabilities
$0
Net assets
$2,464,382
Revenue
$125,680
Expenses
$100,586
Net income
$25,094
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.51$0.00$3.51$0.16$0.09$0.07
2023Detailed filing. Detailed filing data is available for this year.$3.44$0.00$3.44$0.05$0.11$0.06
2022Detailed filing. Detailed filing data is available for this year.$3.50$0.00$3.50$0.19$0.11$0.09
2021Detailed filing. Detailed filing data is available for this year.$3.42$0.00$3.42$0.15$0.11$0.05
2020Detailed filing. Detailed filing data is available for this year.$2.35$0.00$2.35$0.09$0.11$0.02
2019Detailed filing. Detailed filing data is available for this year.$2.46$0.00$2.46$0.14$0.12$0.03
2018Detailed filing. Detailed filing data is available for this year.$2.46$0.00$2.46$0.13$0.10$0.03
2017Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$0.06$0.10$0.04
2016Summary only. Only limited summary data is available for this year.$2.21$0.00$2.21$0.10$0.10$0.00
2015Summary only. Only limited summary data is available for this year.$2.31$0.00$2.31$0.14$0.02$0.12
2014Summary only. Only limited summary data is available for this year.$2.34$0.00$2.34$0.11$0.01$0.10
2013Summary only. Only limited summary data is available for this year.$2.35$0.00$2.35$0.05$0.01$0.04