Civic Intelligence

Temple Beth Avodah Endowment Trust Fund

990 • Fiscal year 2020 • EIN 22-2784286

Jan 01, 2020 to Dec 31, 2020 • Filed on Sep 24, 2021

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.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

14th percentile

-24%

Higher net margin than 14% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

16th percentile

-4.7%

Faster asset growth than 16% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

12th percentile

-39%

Faster revenue growth than 12% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$2,347,441

Down $114,793 (-4.7%) from 2019

Net Assets

Down

$2,347,441

Down $114,793 (-4.7%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin14th percentile

Revenue

Down

$88,613

Down $56,356 (-39%) from 2019

Expenses

Down

$109,771

Down $6,727 (-5.8%) from 2019

Net Income

Down

-$21,158

Down $49,629 (-174%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth16th 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

2020

Assets$2,347,441
Liabilities$0
Net Assets$2,347,441
Open 2020 Filing

Operations Trend

Revenue Growth12th 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

2020

Revenue$88,613
Expenses$109,771
Net Income-$21,158
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Sep 24, 2021
Return Version
2020v4.1
Gross Receipts
$88,613
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$2,436,854$2,322,211▼ $114,643
Cash and Non-Interest-Bearing Accounts$25,380$25,230▼ $150
Total Assets$2,462,234$2,347,441▼ $114,793
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,462,234$2,347,441▼ $114,793
Total Net Assets Fund Balance$2,462,234$2,347,441▼ $114,793
Total Liabilities and Net Assets / Fund Balance$2,462,234$2,347,441▼ $114,793

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$2,322,211--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$2,464,382---$2,462,234
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
Compensation and Service Providers
Top Officer Pay37th percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$2,000
Program Service Revenue
$0
Investment Income
$82,734
Other Revenue
$3,879
All Other Contributions
$2,000
Change in Net Assets
$-21,158
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$68,688
Other Expenses$41,083
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$68,688--$68,688
Fees for Services Accounting-$2,150-$2,150
Fees for Service Investment Mgmnt Fees-$372-$372
Other Expenses-$255-$255
Depreciation Depletion-$11-$11
All Other Expenses-$6-$6
Total Functional Expenses$68,688$41,083$0$109,771
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Temple Beth AvodahNewton Centre, MA501(c)(3)To Provide for and Support Religious, Edu. and Cultural Activities of the Synagogue.$68,688
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 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
2021-09-24
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 Appendix397 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/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt02174954
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt02349578
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
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IRS990/SignificantChangeInd00
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IRS990/SubjectToProxyTaxInd00
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IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt068688
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ReturnHeader/ReturnTypeCd0990
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ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,347,441
Liabilities
$0
Net assets
$2,347,441
Revenue
$88,613
Expenses
$109,771
Net income
-$21,158
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