Civic Intelligence

Temple Bnai Shalom Endowment Fund

990 • Fiscal year 2013 • EIN 23-7383478

Jan 01, 2013 to Dec 31, 2013 • Filed on Oct 15, 2014

1860 Lakeshore Drive49085

(269) 982-0017

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

14th percentile

0.00x

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

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Net Margin

4th percentile

-67%

Higher net margin than 4% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

38th percentile

$0

Higher top officer pay than 38% of similar nonprofits.

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

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Asset Growth

40th percentile

-0.3%

Faster asset growth than 40% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2010 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

Down

$1,433,745

Down $12,896 (-0.9%) from 2010

Net Assets

Down

$1,433,745

Down $12,896 (-0.9%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue

$61,839

No earlier filing loaded for comparison.

Expenses

Up

$103,208

Up $3,920 (+3.9%) from 2010

Net Income

-$41,369

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,446,641Liabilities 2010: $0Net Assets 2010: $1,446,6412010Assets 2013: $1,433,745Liabilities 2013: $0Net Assets 2013: $1,433,7452013Assets 2014: $1,410,277Liabilities 2014: $0Net Assets 2014: $1,410,2772014Assets 2015: $1,075,530Liabilities 2015: $0Net Assets 2015: $1,075,5302015Assets 2016: $1,354,257Liabilities 2016: $0Net Assets 2016: $1,354,2572016Assets 2018: $1,295,226Liabilities 2018: $0Net Assets 2018: $1,295,2262018Assets 2019: $1,410,235Liabilities 2019: $0Net Assets 2019: $1,410,2352019Assets 2020: $1,540,619Liabilities 2020: $0Net Assets 2020: $1,540,6192020Assets 2022: $1,391,749Liabilities 2022: $0Net Assets 2022: $1,391,7492022Assets 2024: $1,653,639Liabilities 2024: $0Net Assets 2024: $1,653,6392024

Highlighted filing

2013

Assets$1,433,745
Liabilities$0
Net Assets$1,433,745

Operations Trend

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

$200K$100K$0-$100K-$200KExpenses 2010: $99,2882010Revenue 2013: $61,839Expenses 2013: $103,208Net Income 2013: -$41,3692013Revenue 2014: $83,768Expenses 2014: $91,944Net Income 2014: -$8,1762014Revenue 2015: $80,357Expenses 2015: $81,853Net Income 2015: -$1,4962015Revenue 2016: $102,969Expenses 2016: $64,983Net Income 2016: $37,9862016Revenue 2018: $2,701Expenses 2018: $120,779Net Income 2018: -$118,0782018Revenue 2019: $9,700Expenses 2019: $121,057Net Income 2019: -$111,3572019Revenue 2020: $8,075Expenses 2020: $66,355Net Income 2020: -$58,2802020Revenue 2022: $6,950Expenses 2022: $117,816Net Income 2022: -$110,8662022Revenue 2024: $24,700Expenses 2024: $49,961Net Income 2024: -$25,2612024

Highlighted filing

2013

Revenue$61,839
Expenses$103,208
Net Income-$41,369
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Oct 15, 2014
Return Version
2013v3.1
Gross Receipts
$237,840
Mission and Program Overview

Mission

Support of temple b'nai shalom

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$1,395,845$1,433,745▲ $37,900
Investments in Publicly Traded Securities$1,282,058$1,274,930▼ $7,128
Cash and Non-Interest-Bearing Accounts$113,787$158,815▲ $45,028
Total Assets$1,395,845$1,433,745▲ $37,900
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,395,845$1,433,745▲ $37,900
Total Liabilities and Net Assets / Fund Balance$1,395,845$1,433,745▲ $37,900
Compensation and Service Providers

Board Members and Trustees

NameTitle
Mina GleiberTrustee
S Jack KellerTrustee
Steven FlammTrustee
Ted KirshenbaumTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$3,847
Program Service Revenue
$0
Investment Income
$57,992
Other Revenue
$0
All Other Contributions
$3,847
Change in Net Assets
$-41,369
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$103,208
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees$0$6,861$0$6,861
Fees for Services Accounting$0$900$0$900
Fees for Services Legal$0$469$0$469
Other Expenses$0$178$0$178
Total Functional Expenses$94,800$8,408$0$103,208
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
Filing and Contact Details

Filer

EIN
23-7383478
Phone
2699820017

Signing Officer

Name
Steven Flamm
Title
Trustee
Phone
2699820017
Signed
2014-10-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Steven Flamm
Formed
1990
Legal Domicile
Mi
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
0

Preparer

Preparer
Albert T Vanderhoof
Phone
2695192060
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

No review was or will be conducted.

Pt VI, Line 19

No documents available to the public

Pt XI

Other changes in net assets: change in net market value

Raw XML Appendix289 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/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
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IRS990/FormationYr01990
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IRS990/GainOrLossGrp/SecuritiesAmt018378
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0194379
IRS990/GrossReceiptsAmt0237840
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
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IRS990/IndoorTanningServicesInd0false
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IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0176001
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
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IRS990/MoreThan5000KToIndividualsInd0false
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IRS990/NetAssetsOrFundBalancesBOYAmt01395845
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IRS990/NetUnrlzdGainsLossesInvstAmt079269
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
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IRS990/OtherExpensesGrp/Desc1Camp Scholarships
IRS990/OtherExpensesGrp/Desc2Foreign Tax Paid
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IRS990/OtherExpensesGrp/ProgramServicesAmt15000
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OTHER CHANGES IN NET ASSETS: CHANGE IN NET MARKET VALUE
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt XI
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MI
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ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-10-27T07:08:12-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

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