Civic Intelligence

Congregation Beth David Endowment Foundation

990 • Fiscal year 2020 • EIN 27-0912268

Jul 01, 2019 to Jun 30, 2020 • Filed on May 17, 2021

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

(408) 257-3333

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$1,349,994

Up $7,481 (+0.6%) from 2019

Net Assets

Down

$1,334,988

Down $7,525 (-0.6%) from 2019

Liabilities

Up

$15,006

Up $15,006 from 2019

Revenue And Expenses

Revenue

Down

$26,704

Down $41,088 (-61%) from 2019

Expenses

Up

$43,710

Up $35,567 (+437%) from 2019

Net Income

Down

-$17,006

Down $76,655 (-129%) from 2019

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 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

2020

Assets$1,349,994
Liabilities$15,006
Net Assets$1,334,988
Open 2020 Filing

Operations Trend

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

2020

Revenue$26,704
Expenses$43,710
Net Income-$17,006
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 17, 2021
Return Version
2019v5.0
Gross Receipts
$26,704
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$456,542$258,403▼ $198,139
Other Notes and Loans Receivable, Net$5,560$0▼ $5,560
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-
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$1,342,513$1,349,994▲ $7,481
Other Assets Total$880,411$1,091,591▲ $211,180
Liabilities
Accounts Payable and Accrued Expenses-$15,006-
Total Liabilities$0$15,006▲ $15,006
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,342,513$1,334,988▼ $7,525
Total Net Assets Fund Balance$1,342,513$1,334,988▼ $7,525
Total Liabilities and Net Assets / Fund Balance$1,342,513$1,349,994▲ $7,481

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$1,342,513$16,977▲ $19,208$42,433$1,334,988
2018$716,930$462,613▲ $171,113$4,517$1,342,513
2017$94,462$622,468--$716,930
2016$94,462---$94,462
2015$70,762$23,700--$94,462
Compensation and Service Providers

Board Members and Trustees

NameTitle
Sheryl LewisPresident
Brett BorahTrustee
David HoffmanTrustee
Elizabeth MenkinTrustee
Lee GavensTrustee
Michael LeitnerTrustee
Steve KarelTrustee
William BeydaTrustee
Allan AderSecretary
Michael S SchafferTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$99
Program Service Revenue
$16,878
Investment Income
$9,727
Other Revenue
$0
All Other Contributions
$99
Change in Net Assets
$-17,006
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$43,710
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
Other Expenses$17,750$24,110-$17,750
Insurance-$1,056-$1,056
Fees for Services Other$573--$573
Fees for Services Accounting-$221-$221
Total Functional Expenses$18,323$25,387$0$43,710
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
Yes
Backup withholding compliance
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
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 by the Treasurer, who is a CPA. A draft copy is prepared by the CPA and is provided to the President and Secretary for review. After review by the President and Secretary, and all questions have been addressed, a final draft copy is made available to the remaining members of the Board at the time of filing.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“This policy against conflicts of interest was regularly reinforced and discussed at meetings of the Board of Trustees.”

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 S Schaffer
Title
Treasurer
Phone
6507141865
Signed
2021-05-17

Organization Details

Principal Officer
William Beyda
Formed
2009
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
9
Supplemental Narrative

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“The Endowment Funds of the Organization are intended to provide for:(A) Building Enhancement and Replacements for Congregation Beth David(B) Beautification of the Beth David Memorial Garden (Cemetery)(C) Clergy Housing for Congregation Beth David”

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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Congregation Beth David
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt01277
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IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt016977
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01334988
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IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt042433
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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0716930
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0462613
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01342513
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0171113
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt04517
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt094462
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0622468
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0716930
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt094462
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt094462
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IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt094462
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IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Endowment Funds of the Organization are intended to provide for:(A) Building Enhancement and Replacements for Congregation Beth David(B) Beautification of the Beth David Memorial Garden (Cemetery)(C) Clergy Housing for Congregation Beth David
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4: Intended uses of the endowment fund.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Form 990 is prepared by the Treasurer, who is a CPA. A draft copy is prepared by the CPA and is provided to the President and Secretary for review. After review by the President and Secretary, and all questions have been addressed, a final draft copy is made available to the remaining members of the Board at the time of filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1This policy against conflicts of interest was regularly reinforced and discussed at meetings of the Board of Trustees.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Organization makes its governing documents and policies available on request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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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
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IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
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IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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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
$1,349,994
Liabilities
$15,006
Net assets
$1,334,988
Revenue
$26,704
Expenses
$43,710
Net income
-$17,006
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