Civic Intelligence

Tbs Endowment Fund Inc.

990 • Fiscal year 2018 • EIN 26-1421638

Jan 01, 2018 to Dec 31, 2018 • Filed on Jul 15, 2019

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

63rd percentile

0.09x

Higher debt load relative to assets than 63% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

93rd percentile

1.84x

Higher debt load relative to revenue than 93% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

99th percentile

95%

Higher net margin than 99% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

55th percentile

3.4%

Faster asset growth than 55% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

5th percentile

-52%

Faster revenue growth than 5% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$560,659

Up $18,561 (+3.4%) from 2017

Net Assets

Down

$507,619

Down $24,906 (-4.7%) from 2017

Liabilities

Up

$53,040

Up $43,467 (+454%) from 2017

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin99th percentile

Revenue

Down

$28,841

Down $30,680 (-52%) from 2017

Expenses

Down

$1,541

Down $9,358 (-86%) from 2017

Net Income

Down

$27,300

Down $21,322 (-44%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth55th 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

2018

Assets$560,659
Liabilities$53,040
Net Assets$507,619
Open 2018 Filing

Operations Trend

Revenue Growth5th 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

2018

Revenue$28,841
Expenses$1,541
Net Income$27,300
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jul 15, 2019
Return Version
2018v3.1
Gross Receipts
$28,841
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$364,519$403,448▲ $38,929
Other Notes and Loans Receivable, Net$95,000$90,000▼ $5,000
Savings and Temporary Cash Investments$11,557$7,238▼ $4,319
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$542,098$560,659▲ $18,561
Other Assets Total$71,022$59,973▼ $11,049
Liabilities
Other Liabilities$9,573$53,040▲ $43,467
Total Liabilities$9,573$53,040▲ $43,467
Net Assets / Fund Balance
Unrestricted Net Assets$532,525$507,619▼ $24,906
Total Net Assets Fund Balance$532,525$507,619▼ $24,906
Total Liabilities and Net Assets / Fund Balance$542,098$560,659▲ $18,561

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$42,868--
Compensation and Service Providers
Top Officer Pay50th 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
$11,931
Program Service Revenue
$0
Investment Income
$16,910
Other Revenue
$0
All Other Contributions
$11,931
Change in Net Assets
$27,300
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,541
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 Services Accounting-$900-$900
Other Expenses-$641-$641
Total Functional Expenses$0$1,541$0$1,541
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
Loan Payable Temple Beth Sholom$40,000
Annuity Payable$13,040
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
2019-07-15
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 & Sabella Pllc
Address
2501 South Tamiami Trail, Sarasota, FL 34239
Preparer
Mark Briefman CPA
Phone
9413663737
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Decreases

“Decrease in annuity deferred Income = -$6065”

Other Changes In Net Assets Or Fund Balances - Other Decreases

“Decrease in cash surrender value = -$8451”

Raw XML Appendix338 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Decrease in annuity deferred Income = -$6065
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Decrease in cash surrender value = -$8451
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Changes In Net Assets Or Fund Balances - Other Decreases
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IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0532525
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0507619
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01050 S Tuttle Avenue
IRS990/USAddress/CityNm0Sarasota
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd0342378106
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0David Chaifetz
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-07-15
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/PreparerFirmEIN0831769488
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LICHTENSTEIN BRIEFMAN & SABELLA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02501 South Tamiami Trail
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Sarasota
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034239
ReturnHeader/PreparerPersonGrp/PhoneNum09413663737
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mark Briefman CPA
ReturnHeader/ReturnTs02019-07-15T05:52:57-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$560,659
Liabilities
$53,040
Net assets
$507,619
Revenue
$28,841
Expenses
$1,541
Net income
$27,300
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
2018Detailed filing. Detailed filing data is available for this year.$0.56$0.05$0.51$0.03$0.00$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)3 • $500k-$1M nonprofits