Civic Intelligence

Congregation Beth David Endowment Foundation

990 • Fiscal year 2015 • EIN 27-0912268

Jul 01, 2014 to Jun 30, 2015 • Filed on May 15, 2016

Organization Profilewww.beth-david.org/endowment
19700 Prospect RoadSaratoga, CA 95070

(408) 257-3333

Siviq Scores

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

Liabilities / Assets

54th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

54th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

4th percentile

-100%

Higher net margin than 4% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2015

Asset Growth

21st percentile

-19%

Faster asset growth than 21% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

15th percentile

-34%

Faster revenue growth than 15% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets54th percentile

Assets

Down

$261,224

Down $59,455 (-19%) from 2014

Net Assets

Down

$261,224

Down $59,455 (-19%) from 2014

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin4th percentile

Revenue

Down

$46,218

Down $23,543 (-34%) from 2014

Expenses

$92,647

No earlier filing loaded for comparison.

Net Income

-$46,429

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2014: $320,679Net Assets 2014: $320,6792014Assets 2015: $261,224Liabilities 2015: $0Net Assets 2015: $261,2242015Assets 2016: $310,621Liabilities 2016: $0Net Assets 2016: $310,6212016Assets 2017: $437,019Liabilities 2017: $0Net Assets 2017: $437,0192017Assets 2018: $1,119,145Liabilities 2018: $0Net Assets 2018: $1,119,1452018Assets 2019: $1,342,513Liabilities 2019: $0Net Assets 2019: $1,342,5132019Assets 2020: $1,349,994Liabilities 2020: $15,006Net Assets 2020: $1,334,9882020Assets 2021: $1,722,567Liabilities 2021: $0Net Assets 2021: $1,722,5672021Assets 2022: $1,704,405Liabilities 2022: $230Net Assets 2022: $1,704,1752022Assets 2023: $1,605,626Liabilities 2023: $1,500Net Assets 2023: $1,604,1262023Assets 2024: $1,751,805Liabilities 2024: $0Net Assets 2024: $1,751,8052024

Highlighted filing

2015

Assets$261,224
Liabilities$0
Net Assets$261,224
Open 2015 Filing

Operations Trend

Revenue Growth15th percentile

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

$1.0M$500K$0-$500KRevenue 2014: $69,7612014Revenue 2015: $46,218Expenses 2015: $92,647Net Income 2015: -$46,4292015Revenue 2016: $94,179Expenses 2016: $28,010Net Income 2016: $66,1692016Revenue 2017: $127,481Expenses 2017: $9,548Net Income 2017: $117,9332017Revenue 2018: $690,031Expenses 2018: $7,905Net Income 2018: $682,1262018Revenue 2019: $67,792Expenses 2019: $8,143Net Income 2019: $59,6492019Revenue 2020: $26,704Expenses 2020: $43,710Net Income 2020: -$17,0062020Revenue 2021: $270,038Expenses 2021: $13,144Net Income 2021: $256,8942021Revenue 2022: $270,399Expenses 2022: $11,441Net Income 2022: $258,9582022Revenue 2023: $106,940Expenses 2023: $268,899Net Income 2023: -$161,9592023Revenue 2024: $106,302Expenses 2024: $99,173Net Income 2024: $7,1292024

Highlighted filing

2015

Revenue$46,218
Expenses$92,647
Net Income-$46,429
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
May 15, 2016
Return Version
2014v6.0
Gross Receipts
$46,218
Mission and Program Overview

Mission

To manage the Endowment and Special Purpose Funds of Congregation Beth David, a California Nonprofit Religious Corporation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$88,103$25,141▼ $62,962
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$320,678$261,224▼ $59,454
Other Assets Total$232,575$236,083▲ $3,508
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$247,516$190,462▼ $57,054
Permanently Rstr Net Assets$73,162$70,762▼ $2,400
Total Net Assets Fund Balance$320,678$261,224▼ $59,454
Total Liabilities and Net Assets / Fund Balance$320,678$261,224▼ $59,454

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$73,162--$2,400$70,762
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Allan AderPresident
Daniel SkilkenTrustee
David HoffmanTrustee
Judy LevinTrustee
Sheryl LewisTrustee
William BeydaSecretary
Michael P LeitnerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,481
Program Service Revenue
$30,628
Investment Income
$12,109
Other Revenue
$0
All Other Contributions
$3,481
Change in Net Assets
$-46,429
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$87,000
Other Expenses$5,647
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$87,000--$87,000
Other Expenses$2,950--$2,950
Fees for Services Other$2,297--$2,297
Advertising$400--$400
Total Functional Expenses$92,647$0$0$92,647
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Congregation Beth DavidSaratoga, CA-Next 50 Fund (Construction Costs)$75,000
Congregation Beth DavidSaratoga, CA-Support for Kiddush and Oneg Fund$12,000
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-
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
Yes
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

“Form 990 is prepared in conjunction with an outside, independent CPA. A draft copy is prepared by the CPA and is provided to the President and Treasurer for review. After review by the President and Treasurer, and all questions have been addressed, a final draft copy is made available to the remaining members of the Board for comment, prior to filing.”

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

“The Organization makes its governing documents and policies available on request.”

Filing and Contact Details

Filer

Filer Name
Congregation Beth David Endowment
EIN
27-0912268
Phone
4082573333
Address
19700 Prospect Road, Saratoga, CA 95070

Signing Officer

Name
Michael P Leitner
Title
Treasurer
Signed
2016-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Allan Ader
Formed
2009
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
7

Preparer

Firm
Michael Stephen Schaffer CPA
Address
931 Rancho Place, San Jose, CA 95126-5203
Preparer
Michael Stephen Schaffer
Phone
4082619263
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Decreases

“Cemetery Beautification = -$2400”

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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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IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd01
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt087000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Congregation Beth David
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt087000
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt073162
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt070762
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt02400
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IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
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IRS990ScheduleD/TotalBookValueOtherAssetsAmt0236083
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt012000
IRS990ScheduleI/RecipientTable/CashGrantAmt175000
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Support for Kiddush and Oneg Fund
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1Next 50 Fund (Construction Costs)
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Congregation Beth David
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1Congregation Beth David
IRS990ScheduleI/RecipientTable/RecipientEIN0941682250
IRS990ScheduleI/RecipientTable/RecipientEIN1941682250
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt019700 Prospect Road
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt119700 Prospect Road
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Saratoga
IRS990ScheduleI/RecipientTable/USAddress/CityNm1Saratoga
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd095070
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd195070
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Grants are made by the Organization solely to Congregation Beth David for support, based on requests made. At all times, four (4) of the members of the Board of Trustees also serve on the Board of Directors of the recipient Organization, including the President of the Board of Congregation Beth David. In this way, there is assurance that grants made are utilized solely for the purpose stated at the time of the Grant.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Grantmaker's Description of How Grants are Used
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Form 990 is prepared in conjunction with an outside, independent CPA. A draft copy is prepared by the CPA and is provided to the President and Treasurer for review. After review by the President and Treasurer, and all questions have been addressed, a final draft copy is made available to the remaining members of the Board for comment, prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Organization makes its governing documents and policies available on request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Cemetery Beautification = -$2400
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Changes In Net Assets Or Fund Balances - Other Decreases
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IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Congregation Beth David
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0941682250
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Religious Institution
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0Public Charity
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt019700 Prospect Road
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Saratoga
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd095070
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt087000
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0Cash Transfer
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0Congregation Beth David
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0b
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IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
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IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt0261224
IRS990/TotalAssetsGrp/BOYAmt0320678
IRS990/TotalAssetsGrp/EOYAmt0261224
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt03481
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt092647
IRS990/TotalFunctionalExpensesGrp/TotalAmt092647
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
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IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalProgramServiceExpensesAmt092647
IRS990/TotalProgramServiceRevenueAmt030628

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$261,224
Liabilities
$0
Net assets
$261,224
Revenue
$46,218
Expenses
$92,647
Net income
-$46,429
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.11$0.10$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.60$0.11$0.27$0.16
2022Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$0.27$0.01$0.26
2021Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.27$0.01$0.26
2020Detailed filing. Detailed filing data is available for this year.$1.35$0.02$1.33$0.03$0.04$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.07$0.01$0.06
2018Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.69$0.01$0.68
2017Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.13$0.01$0.12
2016Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$0.09$0.03$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$0.05$0.09$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.32$0.32$0.07