Civic Intelligence

Congregation Beth David Endowment Foundation

990 • Fiscal year 2021 • EIN 27-0912268

Jul 01, 2020 to Jun 30, 2021 • Filed on May 12, 2022

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

16th percentile

0.00x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

17th percentile

0.00x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

98th percentile

95%

Higher net margin than 98% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2021

Asset Growth

61st percentile

15%

Faster asset growth than 61% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2021

Revenue Growth

10th percentile

-27%

Faster revenue growth than 10% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2021

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$1,722,567

Up $372,573 (+28%) from 2020

Net Assets

Up

$1,722,567

Up $387,579 (+29%) from 2020

Liabilities

Down

$0

Down $15,006 (-100%) from 2020

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin98th percentile

Revenue

Up

$270,038

Up $243,334 (+911%) from 2020

Expenses

Down

$13,144

Down $30,566 (-70%) from 2020

Net Income

Up

$256,894

Up $273,900 (+1611%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth61st 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

2021

Assets$1,722,567
Liabilities$0
Net Assets$1,722,567
Open 2021 Filing

Operations Trend

Revenue Growth10th 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

2021

Revenue$270,038
Expenses$13,144
Net Income$256,894
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 12, 2022
Return Version
2020v4.0
Gross Receipts
$270,038
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$258,403$373,600▲ $115,197
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$1,349,994$1,722,567▲ $372,573
Other Assets Total$1,091,591$1,348,967▲ $257,376
Liabilities
Accounts Payable and Accrued Expenses$15,006--
Total Liabilities$15,006$0▼ $15,006
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,334,988$1,722,567▲ $387,579
Total Net Assets Fund Balance$1,334,988$1,722,567▲ $387,579
Total Liabilities and Net Assets / Fund Balance$1,349,994$1,722,567▲ $372,573

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$1,334,988$140,663▲ $260,060$9,867$1,722,567
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
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
William BeydaPresident
David HoffmanTrustee
Elizabeth MenkinTrustee
Michael LeitnerTrustee
Susan Greenberg-EnglanderTrustee
Brett BorahSecretary
Michael S SchafferTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$9,108
Program Service Revenue
$131,555
Investment Income
$129,375
Other Revenue
$0
All Other Contributions
$9,108
Change in Net Assets
$256,894
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$13,144
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 Other$9,867--$9,867
Insurance-$1,091-$1,091
Fees for Services Accounting-$147-$147
Other Expenses-$4-$4
Total Functional Expenses$9,867$3,277$0$13,144
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
William Beyda
Title
President
Signed
2022-05-12

Organization Details

Principal Officer
William Beyda
Formed
2009
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
12
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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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/SupportAmt00
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IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0140663
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01722567
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0260060
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt09867
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt01277
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01342513
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt016977
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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt019208
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt042433
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt03626
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0716930
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0462613
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01342513
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0171113
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IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0622468
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0716930
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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.
IRS990ScheduleD/TotalBookValueOtherAssetsAmt01348967
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
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/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0941682250
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Religious Institution
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0Public Charity
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt019700 Prospect Road
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Saratoga
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd095070
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IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
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IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt01722567
IRS990/TotalAssetsGrp/BOYAmt01349994
IRS990/TotalAssetsGrp/EOYAmt01722567
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt09108
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03277
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt09867
IRS990/TotalFunctionalExpensesGrp/TotalAmt013144
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt015006
IRS990/TotalLiabilitiesEOYAmt00
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IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01334988
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01722567
IRS990/TotalProgramServiceExpensesAmt09867
IRS990/TotalProgramServiceRevenueAmt0131555
IRS990/TotalRevenueGrp/ExclusionAmt0129375
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0131555
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0270038
IRS990/TotalVolunteersCnt012
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01349994
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01722567
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,722,567
Liabilities
$0
Net assets
$1,722,567
Revenue
$270,038
Expenses
$13,144
Net income
$256,894
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