Civic Intelligence

Congregation Beth David Endowment Foundation

990 • Fiscal year 2022 • EIN 27-0912268

Jul 01, 2021 to Jun 30, 2022 • Filed on May 14, 2023

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

18th percentile

0.00x

Higher debt load relative to assets than 18% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

18th percentile

0.00x

Higher debt load relative to revenue than 18% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

98th percentile

96%

Higher net margin than 98% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

42nd percentile

-1.1%

Faster asset growth than 42% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

40th percentile

0.1%

Faster revenue growth than 40% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets18th percentile

Assets

Down

$1,704,405

Down $18,162 (-1.1%) from 2021

Net Assets

Down

$1,704,175

Down $18,392 (-1.1%) from 2021

Liabilities

Up

$230

Up $230 from 2021

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin98th percentile

Revenue

Up

$270,399

Up $361 (+0.1%) from 2021

Expenses

Down

$11,441

Down $1,703 (-13%) from 2021

Net Income

Up

$258,958

Up $2,064 (+0.8%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth42nd 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

2022

Assets$1,704,405
Liabilities$230
Net Assets$1,704,175
Open 2022 Filing

Operations Trend

Revenue Growth40th 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

2022

Revenue$270,399
Expenses$11,441
Net Income$258,958
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 14, 2023
Return Version
2021v4.1
Gross Receipts
$270,399
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$373,600$350,610▼ $22,990
Accounts Receivable-$222-
Cash and Non-Interest-Bearing Accounts-$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$1,722,567$1,704,405▼ $18,162
Other Assets Total$1,348,967$1,353,573▲ $4,606
Liabilities
Accounts Payable and Accrued Expenses-$230-
Total Liabilities$0$230▲ $230
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,722,567$1,704,175▼ $18,392
Total Net Assets Fund Balance$1,722,567$1,704,175▼ $18,392
Total Liabilities and Net Assets / Fund Balance$1,722,567$1,704,405▼ $18,162

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$1,722,567$175,996▼ $182,947$10,981$1,704,175
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
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
William BeydaPresident
Dan SkilkenTrustee
David HoffmanTrustee
Hanna FirmanTrustee
Michael LeitnerTrustee
Brett BorahSecretary
Gene TenbergTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$126,916
Program Service Revenue
$49,080
Investment Income
$94,403
Other Revenue
$0
All Other Contributions
$6,916
Change in Net Assets
$258,958
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$11,441
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$3,681--$3,681
Fees for Services Accounting-$260-$260
Other Expenses$7,300$200-$200
Total Functional Expenses$10,981$460$0$11,441
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 an outside CPA. A draft copy is prepared by the CPA and is provided to the President, Treasurer and Secretary for review. After review by the President, Treasurer 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 Leitner
Title
President
Signed
2023-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Leitner
Formed
2009
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
12

Preparer

Firm
Michael Stephen Schaffer CPA
Address
1111 Morse Avenue Space 222, Sunnyvale, CA 94089
Preparer
Michael Stephen Schaffer
Phone
6507141865
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/SupportingOrganization509a3Ind0X
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IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0460
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01722567
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0175996
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01704175
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-182947
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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt03277
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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt01277
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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01334988
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt019208
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IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt03626
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0716930
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IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01342513
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0171113
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IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt094462
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0622468
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0716930
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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/TotalBookValueOtherAssetsAmt01353573
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Form 990 is prepared by an outside CPA. A draft copy is prepared by the CPA and is provided to the President, Treasurer and Secretary for review. After review by the President, Treasurer 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/GiftGrntOrCapContriToOthOrgInd0false
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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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IRS990/SchoolOperatingInd0false
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IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt01704405
IRS990/TotalAssetsGrp/BOYAmt01722567
IRS990/TotalAssetsGrp/EOYAmt01704405
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0126916
IRS990/TotalEmployeeCnt00
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt010981
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IRS990/TotalRevenueGrp/ExclusionAmt094403
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0270399
IRS990/TotalVolunteersCnt012

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,704,405
Liabilities
$230
Net assets
$1,704,175
Revenue
$270,399
Expenses
$11,441
Net income
$258,958
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