Civic Intelligence

Tbs Endowment Fund Inc.

990 • Fiscal year 2017 • EIN 26-1421638

Jan 01, 2017 to Dec 31, 2017 • Filed on Jun 27, 2018

Organization ProfileN/A
1050 S Tuttle AvenueSarasota, FL 34237

(941) 955-8121

Siviq Scores

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

Liabilities / Assets

43rd percentile

0.02x

Higher debt load relative to assets than 43% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

72nd percentile

0.16x

Higher debt load relative to revenue than 72% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

97th percentile

82%

Higher net margin than 97% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

67th percentile

11%

Faster asset growth than 67% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

96th percentile

202%

Faster revenue growth than 96% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$542,098

Up $55,133 (+11%) from 2016

Net Assets

Up

$532,525

Up $55,576 (+12%) from 2016

Liabilities

Down

$9,573

Down $443 (-4.4%) from 2016

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin97th percentile

Revenue

Up

$59,521

Up $39,798 (+202%) from 2016

Expenses

Up

$10,899

Up $566 (+5.5%) from 2016

Net Income

Up

$48,622

Up $39,232 (+418%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2013: $609,383Liabilities 2013: $1,500Net Assets 2013: $607,8832013Assets 2014: $620,986Liabilities 2014: $90,238Net Assets 2014: $530,7482014Assets 2015: $479,999Liabilities 2015: $10,605Net Assets 2015: $469,3942015Assets 2016: $486,965Liabilities 2016: $10,016Net Assets 2016: $476,9492016Assets 2017: $542,098Liabilities 2017: $9,573Net Assets 2017: $532,5252017Assets 2018: $560,659Liabilities 2018: $53,040Net Assets 2018: $507,6192018Assets 2019: $1,008,973Liabilities 2019: $12,307Net Assets 2019: $996,6662019Assets 2020: $1,303,203Liabilities 2020: $11,606Net Assets 2020: $1,291,5972020Assets 2021: $1,609,472Liabilities 2021: $10,931Net Assets 2021: $1,598,5412021Assets 2022: $1,429,076Liabilities 2022: $10,283Net Assets 2022: $1,418,7932022Assets 2023: $1,596,858Liabilities 2023: $9,651Net Assets 2023: $1,587,2072023Assets 2024: $1,773,821Liabilities 2024: $0Net Assets 2024: $1,773,8212024

Highlighted filing

2017

Assets$542,098
Liabilities$9,573
Net Assets$532,525
Open 2017 Filing

Operations Trend

Revenue Growth96th percentile

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

$600K$400K$200K$0-$200KRevenue 2013: $155,824Expenses 2013: $156,315Net Income 2013: -$4912013Revenue 2014: $160,921Expenses 2014: $53,533Net Income 2014: $107,3882014Revenue 2015: $55,289Expenses 2015: $202,247Net Income 2015: -$146,9582015Revenue 2016: $19,723Expenses 2016: $10,333Net Income 2016: $9,3902016Revenue 2017: $59,521Expenses 2017: $10,899Net Income 2017: $48,6222017Revenue 2018: $28,841Expenses 2018: $1,541Net Income 2018: $27,3002018Revenue 2019: $443,355Expenses 2019: $12,072Net Income 2019: $431,2832019Revenue 2020: $211,914Expenses 2020: $3,998Net Income 2020: $207,9162020Revenue 2021: $402,823Expenses 2021: $6,081Net Income 2021: $396,7422021Revenue 2022: $9,539Expenses 2022: $6,115Net Income 2022: $3,4242022Revenue 2023: $68,003Expenses 2023: $6,452Net Income 2023: $61,5512023Revenue 2024: $66,967Expenses 2024: $44,867Net Income 2024: $22,1002024

Highlighted filing

2017

Revenue$59,521
Expenses$10,899
Net Income$48,622
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jun 27, 2018
Return Version
2017v2.2
Gross Receipts
$59,521
Mission and Program Overview

Mission

Provide support and continuity for Temple Beth Sholom, a Conservative Jewish synagogue operating in Sarasota, FL

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$320,500$364,519▲ $44,019
Other Notes and Loans Receivable, Net$95,000$95,000→ $0
Savings and Temporary Cash Investments$6,954$11,557▲ $4,603
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$486,965$542,098▲ $55,133
Other Assets Total$64,511$71,022▲ $6,511
Liabilities
Other Liabilities$10,016$9,573▼ $443
Total Liabilities$10,016$9,573▼ $443
Net Assets / Fund Balance
Unrestricted Net Assets$476,949$532,525▲ $55,576
Total Net Assets Fund Balance$476,949$532,525▲ $55,576
Total Liabilities and Net Assets / Fund Balance$486,965$542,098▲ $55,133

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$51,319--
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Kenneth HurwitzPresident
Natalie LeffertVice President
Richard BermanTrustee
Rob KatzTrustee
David ChaifetzTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$10,828
Program Service Revenue
$0
Investment Income
$48,693
Other Revenue
$0
All Other Contributions
$10,828
Change in Net Assets
$48,622
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$10,000
Other Expenses$899
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$10,000--$10,000
Other Expenses-$61-$61
Total Functional Expenses$10,000$899$0$10,899
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-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Annuity Payable$9,573
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
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, Line 11B: Form 990 Review Process

“No review was or will be conducted.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
TBS Endowment Fund Inc
EIN
26-1421638
Phone
9419558121
Address
1050 S Tuttle Avenue, Sarasota, FL 34237

Signing Officer

Name
David Chaifetz
Title
Treasurer
Signed
2018-06-27
Discuss with paid preparer
Yes

Organization Details

Formed
2008
Legal Domicile
Fl
Voting Board Members
5
Independent Board Members
0
Employees
0

Preparer

Firm
Lichtenstein Briefman Gardner & Thomas PLLC
Address
2501 South Tamiami Trail, Sarasota, FL 34239-4502
Preparer
Mark Briefman CPA
Phone
9413663737
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Increases

“Increase in Annuity Deferred Income = $575”

Other Changes In Net Assets Or Fund Balances - Other Increases

“Increase in Cash Surrender Value = $6379”

Raw XML Appendix334 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/UnrestrictedNetAssetsGrp/BOYAmt0476949
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0532525
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0David Chaifetz
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-06-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TBS Endowment Fund Inc
ReturnHeader/Filer/BusinessNameControlTxt0TBSE
ReturnHeader/Filer/EIN0261421638
ReturnHeader/Filer/PhoneNum09419558121
ReturnHeader/Filer/USAddress/AddressLine1Txt01050 S Tuttle Avenue
ReturnHeader/Filer/USAddress/CityNm0Sarasota
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034237
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472529517
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Lichtenstein Briefman Gardner & Thomas PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02501 South Tamiami Trail
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Sarasota
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0342394502
ReturnHeader/PreparerPersonGrp/PhoneNum09413663737
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mark Briefman CPA
ReturnHeader/ReturnTs02018-06-27T05:42:07-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$542,098
Liabilities
$9,573
Net assets
$532,525
Revenue
$59,521
Expenses
$10,899
Net income
$48,622
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.77$0.00$1.77$0.07$0.04$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.60$0.01$1.59$0.07$0.01$0.06
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.43$0.01$1.42$0.01$0.01$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.61$0.01$1.60$0.40$0.01$0.40
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.30$0.01$1.29$0.21$0.00$0.21
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.01$0.01$1.00$0.44$0.01$0.43
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.56$0.05$0.51$0.03$0.00$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.54$0.01$0.53$0.06$0.01$0.05
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.49$0.01$0.48$0.02$0.01$0.01
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.48$0.01$0.47$0.06$0.20$0.15
2014Detailed filing. Detailed filing data is available for this year.$0.62$0.09$0.53$0.16$0.05$0.11
2013Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$0.16$0.16$0.00