Civic Intelligence

Temple Beth Avodah Endowment Trust Fund

990 • Fiscal year 2019 • EIN 22-2784286

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 16, 2020

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

15th percentile

0.00x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

15th percentile

0.00x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

77th percentile

20%

Higher net margin than 77% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

39th percentile

-0.1%

Faster asset growth than 39% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

70th percentile

15%

Faster revenue growth than 70% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$2,462,234

Down $2,148 (-0.1%) from 2018

Net Assets

Down

$2,462,234

Down $2,148 (-0.1%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin77th percentile

Revenue

Up

$144,969

Up $19,289 (+15%) from 2018

Expenses

Up

$116,498

Up $15,912 (+16%) from 2018

Net Income

Up

$28,471

Up $3,377 (+13%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth39th 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

2019

Assets$2,462,234
Liabilities$0
Net Assets$2,462,234
Open 2019 Filing

Operations Trend

Revenue Growth70th 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

2019

Revenue$144,969
Expenses$116,498
Net Income$28,471
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 16, 2020
Return Version
2019v5.1
Gross Receipts
$144,969
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$2,437,276$2,436,854▼ $422
Cash and Non-Interest-Bearing Accounts$7,163$25,380▲ $18,217
Other Notes and Loans Receivable, Net$19,943$0▼ $19,943
Total Assets$2,464,382$2,462,234▼ $2,148
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,464,382$2,462,234▼ $2,148
Total Net Assets Fund Balance$2,464,382$2,462,234▼ $2,148
Total Liabilities and Net Assets / Fund Balance$2,464,382$2,462,234▼ $2,148

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$2,436,854--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$2,437,276-▼ $46,860-$2,464,382
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
Compensation and Service Providers
Top Officer Pay36th 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
$374
Program Service Revenue
$0
Investment Income
$132,069
Other Revenue
$12,526
All Other Contributions
$374
Change in Net Assets
$28,471
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$73,966
Other Expenses$42,532
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$73,966--$73,966
Fees for Service Investment Mgmnt Fees-$16,980-$16,980
Fees for Services Accounting-$2,100-$2,100
Other Expenses-$247-$247
All Other Expenses-$8-$8
Total Functional Expenses$73,966$42,532$0$116,498
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.$73,966
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
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 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

“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
2020-10-16
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 409 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE ORGANIZATION EXISTS TO SUPPLEMENT CHARITABLE PURPOSES OF A SYNAGOGUE FUNDED ENTIRELY BY MEMBER CONTRIBUTIONS.
IRS990/AllOtherContributionsAmt0374
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt08
IRS990/AllOtherExpensesGrp/TotalAmt08
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0BECKY OLIVER
IRS990/BooksInCareOfDetail/PhoneNum06175270045
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt045 PUDDINGSTONE LANE
IRS990/BooksInCareOfDetail/USAddress/CityNm0NEWTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd002459
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt07163
IRS990/CashNonInterestBearingGrp/EOYAmt025380
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContriRptFundraisingEventAmt0374
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0374
IRS990/CYGrantsAndSimilarPaidAmt073966
IRS990/CYInvestmentIncomeAmt0132069
IRS990/CYOtherExpensesAmt042532
IRS990/CYOtherRevenueAmt012526
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt028471
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0116498
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0144969
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0TO PROVIDE FOR AND SUPPORT THE RELIGIOUS, EDUCATIONAL AND CULTURAL ACTIVITIES OF THE SYNAGOGUE.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt073966
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt02100
IRS990/FeesForServicesAccountingGrp/TotalAmt02100
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt016980
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt016980
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form1098CFiledInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form8899Filedind00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.03
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.03
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.03
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.03
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.03
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.03
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.03
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.03
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.03
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/PersonNm0JON BAMEL
IRS990/Form990PartVIISectionAGrp/PersonNm1NEIL JACOBS
IRS990/Form990PartVIISectionAGrp/PersonNm2TOM COLEMAN
IRS990/Form990PartVIISectionAGrp/PersonNm3ADAM DECTER
IRS990/Form990PartVIISectionAGrp/PersonNm4SHERRI MAHNE
IRS990/Form990PartVIISectionAGrp/PersonNm5ELLEN MEISEL
IRS990/Form990PartVIISectionAGrp/PersonNm6JAMES NAHIRNY
IRS990/Form990PartVIISectionAGrp/PersonNm7STACY SCHWARTZ
IRS990/Form990PartVIISectionAGrp/PersonNm8ABBY SHAPIRO
IRS990/Form990PartVIISectionAGrp/PersonNm9ROBERT ZUKER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01986
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/SecuritiesAmt098066
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantAmt073966
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt073966
IRS990/GrantsToDomesticOrgsGrp/TotalAmt073966
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt098066
IRS990/GrossReceiptsAmt0144969
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt034003
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt034003
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt02437276
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt02436854
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE ORGANIZATION EXISTS TO SUPPLEMENT CHARITABLE PURPOSES OF A SYNAGOGUE FUNDED ENTIRELY BY MEMBER CONTRIBUTIONS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02464382
IRS990/NetAssetsOrFundBalancesEOYAmt02462234
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt098066
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt098066
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-30619
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02464382
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02462234
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0FROM K-1-OTHER DEDUCTIO
IRS990/OtherExpensesGrp/Desc1FROM K-1-INVESTEMENT IN
IRS990/OtherExpensesGrp/Desc2FROM K-1-FOREIGN TAXES
IRS990/OtherExpensesGrp/Desc3FROM K-1-ROYALTY DEDUCT
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt018125
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt13109
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21963
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3247
IRS990/OtherExpensesGrp/TotalAmt018125
IRS990/OtherExpensesGrp/TotalAmt13109
IRS990/OtherExpensesGrp/TotalAmt21963
IRS990/OtherExpensesGrp/TotalAmt3247
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0FROM K-1-OTHER INC.
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt012526
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt012526
IRS990/OtherRevenueTotalAmt012526
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt019943
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0STACY SCHWARTZ
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt066544
IRS990/PYInvestmentIncomeAmt0103233
IRS990/PYOtherExpensesAmt034042
IRS990/PYOtherRevenueAmt022447
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt025094
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0100586
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0125680
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt028471
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0042317507
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd01
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt073966
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0TEMPLE BETH AVODAH
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt073966
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.00000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt02437276
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt02464382
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt073966
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-46860
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt02349578
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt02437276
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt066544
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt021154
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt02174954
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt02349578
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt066544
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0108080
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt02280923
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt02174954
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt070324
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-35645
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt02344132
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt02280923
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt070324
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt07115
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd01
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt02436854
IRS990ScheduleD/OtherSecuritiesGrp/Desc0JEWISH COMMUNITY ENDOWMENT POOL, LLP
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.00000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION EXISTS TO SUPPLEMENT CHARITABLE PURPOSES OF A SYNAGOGUE.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TermEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt02436854
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt073966
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO PROVIDE FOR AND SUPPORT RELIGIOUS, EDUCATIONAL AND CULTURAL ACTIVITIES OF THE SYNAGOGUE.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0TEMPLE BETH AVODAH
IRS990ScheduleI/RecipientTable/RecipientEIN0042317507
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt045 PUDDINGSTONE LN
IRS990ScheduleI/RecipientTable/USAddress/CityNm0NEWTON CENTRE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd0024593499
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPLANATION 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.
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/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02464382
IRS990/TotalAssetsEOYAmt02462234
IRS990/TotalAssetsGrp/BOYAmt02464382
IRS990/TotalAssetsGrp/EOYAmt02462234
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0374
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt042532
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt073966
IRS990/TotalFunctionalExpensesGrp/TotalAmt0116498
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02464382
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02462234
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt073966
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0144595
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0144969
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02464382
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02462234
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt045 PUDDINGTSON LANE
IRS990/USAddress/CityNm0NEWTON
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd002459
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0BETHAVODAH.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STACY SCHWARTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06175270045
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TEMPLE BETH AVODAH ENDOWMENT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0TEMP
ReturnHeader/Filer/EIN0222784286
ReturnHeader/Filer/PhoneNum06175270045
ReturnHeader/Filer/USAddress/AddressLine1Txt045 PUDDINGSTONE LANE
ReturnHeader/Filer/USAddress/CityNm0NEWTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002459
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId05FE29D3FF4518B23DA3853389FFC4BF7D6C44EE3
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03B33A197B878D11A4F1D50AF23BC5D773C1865F1
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt075.147.22.185
ReturnHeader/FilingSecurityInformation/IPDt02020-10-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm009:31:23
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042737404
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MORRIS & MORRIS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt032 KEARNEY ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEEDHAM HEIGHTS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,462,234
Liabilities
$0
Net assets
$2,462,234
Revenue
$144,969
Expenses
$116,498
Net income
$28,471
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