Civic Intelligence

The Beth El Endowment Foundation

990 • Fiscal year 2012 • EIN 33-0969651

Jul 01, 2011 to Jun 30, 2012 • Filed on Mar 29, 2013

Organization ProfileWWW.JCFSANDIEGO.ORG
4950 Murphy Canyon Road92123
Siviq Scores

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

Liabilities / Assets

58th percentile

0.20x

Higher debt load relative to assets than 58% of similar nonprofits.

2012 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

44th percentile

-0.3%

Faster asset growth than 44% of similar nonprofits.

2012 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$1,367,636

Down $4,088 (-0.3%) from 2011

Net Assets

Up

$1,097,008

Up $28,807 (+2.7%) from 2011

Liabilities

Down

$270,628

Down $32,895 (-11%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$55,604

Down $499 (-0.9%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $1,423,887Liabilities 2010: $436,959Net Assets 2010: $986,9282010Assets 2011: $1,371,724Liabilities 2011: $303,523Net Assets 2011: $1,068,2012011Assets 2012: $1,367,636Liabilities 2012: $270,628Net Assets 2012: $1,097,0082012Assets 2013: $1,737,139Liabilities 2013: $259,953Net Assets 2013: $1,477,1862013Assets 2014: $2,348,661Liabilities 2014: $54,224Net Assets 2014: $2,294,4372014Assets 2015: $2,268,287Liabilities 2015: $20,893Net Assets 2015: $2,247,3942015Assets 2016: $2,183,035Liabilities 2016: $20,893Net Assets 2016: $2,162,1422016Assets 2017: $2,318,277Liabilities 2017: $15,893Net Assets 2017: $2,302,3842017Assets 2018: $2,908,246Liabilities 2018: $12,343Net Assets 2018: $2,895,9032018Assets 2019: $2,922,061Liabilities 2019: $12,343Net Assets 2019: $2,909,7182019Assets 2020: $2,764,018Liabilities 2020: $12,343Net Assets 2020: $2,751,6752020Assets 2021: $3,314,818Liabilities 2021: $12,343Net Assets 2021: $3,302,4752021Assets 2022: $2,870,693Liabilities 2022: $12,343Net Assets 2022: $2,858,3502022Assets 2024: $3,016,129Liabilities 2024: $0Net Assets 2024: $3,016,1292024

Highlighted filing

2012

Assets$1,367,636
Liabilities$270,628
Net Assets$1,097,008
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$800K$600K$400K$200K$0-$200KExpenses 2010: $9,6092010Expenses 2011: $56,1032011Expenses 2012: $55,6042012Expenses 2013: $64,3292013Revenue 2014: $665,806Expenses 2014: $89,085Net Income 2014: $576,7212014Revenue 2015: $83,386Expenses 2015: $124,426Net Income 2015: -$41,0402015Revenue 2016: $97,589Expenses 2016: $112,976Net Income 2016: -$15,3872016Revenue 2017: $64,494Expenses 2017: $109,980Net Income 2017: -$45,4862017Revenue 2018: $650,275Expenses 2018: $120,150Net Income 2018: $530,1252018Revenue 2019: $143,560Expenses 2019: $123,814Net Income 2019: $19,7462019Revenue 2020: $96,978Expenses 2020: $186,091Net Income 2020: -$89,1132020Revenue 2021: $106,710Expenses 2021: $148,716Net Income 2021: -$42,0062021Revenue 2022: $82,065Expenses 2022: $154,630Net Income 2022: -$72,5652022Revenue 2024: $99,304Expenses 2024: $159,005Net Income 2024: -$59,7012024

Highlighted filing

2012

Revenue-
Expenses$55,604
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
Mar 29, 2013
Return Version
2011v1.5
Gross Receipts
$127,921
Mission and Program Overview

Mission

To conduct or support activities for the benefit of the jewish community foundation of san diego and the congregation beth el of la jolla.

Filing and Contact Details

Filer

EIN
33-0969651
Raw XML AppendixShowing 400 of 463 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.

Path#Value
IRS990/AccountantCompileOrReview00
IRS990/AccountsPayableAccruedExpenses/BOY0303523
IRS990/AccountsPayableAccruedExpenses/EOY0270628
IRS990/AccountsReceivable/BOY0380939
IRS990/AccountsReceivable/EOY0372066
IRS990/ActivitiesConductedPartnership00
IRS990/ActivityOrMissionDescription0TO CONDUCT OR SUPPORT ACTIVITIES FOR THE BENEFIT OF THE JEWISH COMMUNITY FOUNDATION OF SAN DIEGO.
IRS990/AddressPrincipalOfficerUS/AddressLine104950 MURPHY CANYON ROAD
IRS990/AddressPrincipalOfficerUS/City0SAN DIEGO
IRS990/AddressPrincipalOfficerUS/State0CA
IRS990/AddressPrincipalOfficerUS/ZIPCode092123
IRS990/AllOtherContributions097721
IRS990/AnnualDisclosureCoveredPersons01
IRS990/AuditCommittee01
IRS990/BenefitsPaidToMembersCY00
IRS990/BenefitsPaidToMembersPriorYear00
IRS990/BsnssRltnshpThruFamilyMember00
IRS990/BsnssRltnshpWithOrganization00
IRS990/CashNonInterestBearing/BOY017372
IRS990/CashNonInterestBearing/EOY016177
IRS990/ChangesToOrganizingDocs00
IRS990/CollectionsOfArt00
IRS990/CompensationFromOtherSources00
IRS990/CompensationProcessCEO00
IRS990/CompensationProcessOther00
IRS990/ConflictOfInterestPolicy01
IRS990/ConservationEasements00
IRS990/ConsolidatedAuditFinancialStmt01
IRS990/ContributionsGrantsCurrentYear097721
IRS990/ContributionsGrantsPriorYear04027
IRS990/CreditCounseling00
IRS990/DecisionsSubjectToApproval00
IRS990/DeductibleContributionsOfArt00
IRS990/DeductibleNonCashContributions00
IRS990/DelegationOfManagementDuties00
IRS990/DescribedIn501C301
IRS990/Description0DISTRIBUTION OF CONTRIBUTIONS TO RELIGIOUS, CHARITABLE, AND EDUCATIONAL ORGANIZATIONS
IRS990/DisregardedEntity00
IRS990/DocumentRetentionPolicy01
IRS990/DonorAdvisedFunds00
IRS990/ElectionOfBoardMembers01
IRS990/ExcessBenefitTransaction00
IRS990/Expense039000
IRS990/FamilyOrBusinessRelationship00
IRS990/FederalGrantAuditRequired00
IRS990/FeesForServicesInvstMgmntFees/ManagementAndGeneral01151
IRS990/FeesForServicesInvstMgmntFees/Total01151
IRS990/FinancialStatementConsolidated0X
IRS990/FollowSFAS1170X
IRS990/ForeignActivities00
IRS990/ForeignFinancialAccount00
IRS990/ForeignOffice00
IRS990/Form8282PropertyDisposedOf00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek01.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek11.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek21.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek31.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek41.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek51.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek61.00
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector0X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector1X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector2X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector3X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector4X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector5X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector6X
IRS990/Form990PartVIISectionA/NamePerson0LAWRENCE SHERMAN
IRS990/Form990PartVIISectionA/NamePerson1RYAN STONE
IRS990/Form990PartVIISectionA/NamePerson2ALAN VITERBI
IRS990/Form990PartVIISectionA/NamePerson3JEROME KATZIN
IRS990/Form990PartVIISectionA/NamePerson4MARJORY KAPLAN
IRS990/Form990PartVIISectionA/NamePerson5JEFFREY ELDEN
IRS990/Form990PartVIISectionA/NamePerson6JEROME TURK
IRS990/Form990PartVIISectionA/Officer0X
IRS990/Form990PartVIISectionA/Officer1X
IRS990/Form990PartVIISectionA/Officer2X
IRS990/Form990PartVIISectionA/Officer3X
IRS990/Form990PartVIISectionA/Officer4X
IRS990/Form990PartVIISectionA/OtherCompensation00
IRS990/Form990PartVIISectionA/OtherCompensation10
IRS990/Form990PartVIISectionA/OtherCompensation20
IRS990/Form990PartVIISectionA/OtherCompensation30
IRS990/Form990PartVIISectionA/OtherCompensation431350
IRS990/Form990PartVIISectionA/OtherCompensation50
IRS990/Form990PartVIISectionA/OtherCompensation60
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization00
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization10
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization20
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization30
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization40
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization50
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization60
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs00
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs10
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs20
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs30
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs4298800
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs50
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs60
IRS990/Form990PartVIISectionA/Title0PRESIDENT
IRS990/Form990PartVIISectionA/Title1VICE PRESIDENT
IRS990/Form990PartVIISectionA/Title2VICE PRESIDENT
IRS990/Form990PartVIISectionA/Title3SECRETARY
IRS990/Form990PartVIISectionA/Title4CFO
IRS990/Form990PartVIISectionA/Title5DIRECTOR
IRS990/Form990PartVIISectionA/Title6DIRECTOR
IRS990/Form990ProvidedToGoverningBody01
IRS990/FormersListed00
IRS990/FSAudited01
IRS990/FundraisingActivities00
IRS990/FundsToPayPremiums00
IRS990/Gaming00
IRS990/Grants039000
IRS990/GrantsAndSimilarAmntsCY039000
IRS990/GrantsAndSimilarAmntsPriorYear041568
IRS990/GrantsToDomesticOrgs/ProgramServices039000
IRS990/GrantsToDomesticOrgs/Total039000
IRS990/GrantsToIndividuals00
IRS990/GrantsToOrganizations01
IRS990/GrantToRelatedPerson00
IRS990/GrossReceipts0127921
IRS990/GroupReturnForAffiliates00
IRS990/Hospital00
IRS990/IndependentAuditFinancialStmt00
IRS990/IndoorTanningServices00
IRS990/InfoInScheduleOPartVI0X
IRS990/InfoInScheduleOPartXI0X
IRS990/InfoInScheduleOPartXII0X
IRS990/InvestmentIncomeCurrentYear030200
IRS990/InvestmentIncome/ExclusionAmount030200
IRS990/InvestmentIncomePriorYear027043
IRS990/InvestmentIncome/TotalRevenueColumn030200
IRS990/InvestmentInJointVenture00
IRS990/InvestmentsOtherSecurities/BOY097091
IRS990/InvestmentsOtherSecurities/EOY054379
IRS990/InvestmentsPubTradedSecurities/BOY0735023
IRS990/InvestmentsPubTradedSecurities/EOY0806677
IRS990/LoanToOfficerOrDQP00
IRS990/LobbyingActivities00
IRS990/LocalChapters00
IRS990/MaterialDiversionOrMisuse00
IRS990/MembersOrStockholders00
IRS990/MethodOfAccountingAccrual0X
IRS990/MinutesOfCommittees01
IRS990/MinutesOfGoverningBody01
IRS990/MissionDescription0TO CONDUCT OR SUPPORT ACTIVITIES FOR THE BENEFIT OF THE JEWISH COMMUNITY FOUNDATION OF SAN DIEGO.
IRS990/MoreThan5000KToIndividuals00
IRS990/MoreThan5000KToOrganizations00
IRS990/NameOfPrincipalOfficerPerson0MARJORY KAPLAN
IRS990/NbrIndependentVotingMembers06
IRS990/NbrVotingGoverningBodyMembers07
IRS990/NbrVotingMembersGoverningBody07
IRS990/NetAssetsOrFundBalancesBOY01068201
IRS990/NetAssetsOrFundBalancesEOY01097008
IRS990/NetUnrelatedBusinessTxblIncome00
IRS990/NonDeductibleContributions00
IRS990/NumberFormsTransmittedWith109600
IRS990/NumberIndependentVotingMembers06
IRS990/NumberIndividualsGT100K00
IRS990/NumberOfContractorsGT100K00
IRS990/NumberOfEmployees00
IRS990/NumberW2GIncluded00
IRS990/OfficerEntityWithBsnssRltnshp00
IRS990/OfficerMailingAddress00
IRS990/Organization501c30X
IRS990/OtherExpensePriorYear014535
IRS990/OtherExpensesCurrentYear016604
IRS990/OtherExpenses/Description0ADMINISTRATIVE FEES
IRS990/OtherExpenses/ManagementAndGeneral015453
IRS990/OtherExpenses/Total015453
IRS990/OtherRevenueCurrentYear00
IRS990/OtherRevenuePriorYear00
IRS990/PartialLiquidation00
IRS990/PledgesAndGrantsReceivable/BOY079063
IRS990/PledgesAndGrantsReceivable/EOY068278
IRS990/PoliticalActivities00
IRS990/PremiumsPaid00
IRS990/PriorExcessBenefitTransaction00
IRS990/ProfessionalFundraising00
IRS990/ProgramServiceRevenueCY00
IRS990/ProgramServiceRevenuePriorYear00
IRS990/ProhibitedTaxShelterTrans00
IRS990/QuidProQuoContributions00
IRS990/ReconcilationOtherChanges0-43510
IRS990/ReconcilationRevenueExpenses072317
IRS990/RegularMonitoringEnforcement01
IRS990/RelatedEntity01
IRS990/RelatedOrgControlledEntity00
IRS990/ReportFin48Footnote00
IRS990/ReportInvestOthSecurities00
IRS990/ReportLandBldgEquip00
IRS990/ReportOtherAssets00
IRS990/ReportOtherLiabilities00
IRS990/ReportProgRelInvest00
IRS990/RevenuesLessExpensesCY072317
IRS990/RevenuesLessExpensesPriorYear0-25033
IRS990/SalariesEtcCurrentYear00
IRS990/SalariesEtcPriorYear00
IRS990/SavingsAndTempCashInvestments/BOY062236
IRS990/SavingsAndTempCashInvestments/EOY050059
IRS990ScheduleA/CertificationCheckbox0X
IRS990ScheduleA/ContribBy35ControlledEntity00
IRS990ScheduleA/ContribByControllingIndividual00
IRS990ScheduleA/ContributionByRelatedParty00
IRS990ScheduleA/SumOfAmounts00
IRS990ScheduleA/SupportedOrgInformation/Amount00
IRS990ScheduleA/SupportedOrgInformation/EIN0952504044
IRS990ScheduleA/SupportedOrgInformation/ListedInGoverningDoc01
IRS990ScheduleA/SupportedOrgInformation/Name/BusinessNameLine10JEWISH COMMUNITY FOUNDATION OF SAN DIEGO
IRS990ScheduleA/SupportedOrgInformation/OrganizedInUS01
IRS990ScheduleA/SupportedOrgInformation/SupportedOrganizationNotified00
IRS990ScheduleA/SupportedOrgInformation/TypeOfOrganization07
IRS990ScheduleA/SupportingOrg509a3Type10X
IRS990ScheduleA/SupportingOrganization509a30X
IRS990ScheduleA/TotalNumberOfSupportedOrgs01
IRS990ScheduleB/ContributorInfo/AggregateContributions0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNameBusiness/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNumber0RESTRICTED
IRS990/ScheduleBRequired01
IRS990ScheduleD/CurrentYear/AdministrativeExpenses015452
IRS990ScheduleD/CurrentYear/BeginningOfYearBalance0911722
IRS990ScheduleD/CurrentYear/Contributions097721
IRS990ScheduleD/CurrentYear/EndOfYearBalance0927292
IRS990ScheduleD/CurrentYear/GrantsOrScholarships039000
IRS990ScheduleD/CurrentYear/InvestmentEarningsOrLosses0-14461
IRS990ScheduleD/CurrentYearMinus1Year/AdministrativeExpenses013602
IRS990ScheduleD/CurrentYearMinus1Year/BeginningOfYearBalance0923136
IRS990ScheduleD/CurrentYearMinus1Year/Contributions044777
IRS990ScheduleD/CurrentYearMinus1Year/EndOfYearBalance0911722
IRS990ScheduleD/CurrentYearMinus1Year/GrantsOrScholarships0152142
IRS990ScheduleD/CurrentYearMinus1Year/InvestmentEarningsOrLosses0132415
IRS990ScheduleD/CurrentYearMinus1Year/OtherExpenditures022862
IRS990ScheduleD/CurrentYearMinus2Years/AdministrativeExpenses09041
IRS990ScheduleD/CurrentYearMinus2Years/BeginningOfYearBalance0313274
IRS990ScheduleD/CurrentYearMinus2Years/Contributions0884531
IRS990ScheduleD/CurrentYearMinus2Years/EndOfYearBalance0923136
IRS990ScheduleD/CurrentYearMinus2Years/GrantsOrScholarships0133649
IRS990ScheduleD/CurrentYearMinus2Years/InvestmentEarningsOrLosses03353
IRS990ScheduleD/CurrentYearMinus2Years/OtherExpenditures0135332
IRS990ScheduleD/CurrentYearMinus3Years/AdministrativeExpenses08276
IRS990ScheduleD/CurrentYearMinus3Years/BeginningOfYearBalance0600116
IRS990ScheduleD/CurrentYearMinus3Years/Contributions0186476
IRS990ScheduleD/CurrentYearMinus3Years/EndOfYearBalance0313274
IRS990ScheduleD/CurrentYearMinus3Years/GrantsOrScholarships0453197
IRS990ScheduleD/CurrentYearMinus3Years/InvestmentEarningsOrLosses01438
IRS990ScheduleD/CurrentYearMinus3Years/OtherExpenditures013283
IRS990ScheduleD/CurrentYear/OtherExpenditures013238
IRS990ScheduleD/EndowmentsHeldByRelatedOrgs00
IRS990ScheduleD/EndowmentsHeldByUnrelatedOrgs00
IRS990ScheduleD/ExcessOrDeficitForYear072317
IRS990ScheduleD/ExcessOrDeficitPerFS028807
IRS990ScheduleD/ExpensesNotRptdF990096184262
IRS990ScheduleD/ExpensesNotRptdOnFinStmt00
IRS990ScheduleD/ExpensesSubtotal055604
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation0TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation1REVENUES FROM RELATED ORGANIZATION PER CONSOLIDATED GAAP STATEMENT 102,178,077.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation2EXPENSES FROM RELATED ORGANIZATION PER CONSOLIDATED GAAP STATEMENTS 96,184,262.
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier0DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS:
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier1PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier2PART XIII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference0PART V, LINE 4:
IRS990ScheduleD/NetUnrealizedGainsInvestments0-43510
IRS990ScheduleD/NetUnrealizedGLOnInvestments0-43510
IRS990ScheduleD/OtherExpensesIncluded096184262
IRS990ScheduleD/OtherRevenues0102178077
IRS990ScheduleD/RevenueNotRptdF9900102134567
IRS990ScheduleD/RevenueNotRptdOnFinStmt00
IRS990ScheduleD/RevenueSubtotal0127921
IRS990ScheduleD/TermEndowmentEOYBalance01.00000
IRS990ScheduleD/TotalAdjustments0-43510
IRS990ScheduleD/TotalExpenses055604
IRS990ScheduleD/TotalExpensesPerForm990055604
IRS990ScheduleD/TotalOfBookValueLandBuildings00
IRS990ScheduleD/TotalRevenue0127921
IRS990ScheduleD/TotalRevenuePerForm9900127921
IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt096239866
IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt0102262488
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine108660 GILMAN DRIVE
IRS990ScheduleI/RecipientTable/AddressUS/City0LA JOLLA
IRS990ScheduleI/RecipientTable/AddressUS/State0CA
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode092037
IRS990ScheduleI/RecipientTable/AmountOfCashGrant039000
IRS990ScheduleI/RecipientTable/EINOfRecipient0952574602
IRS990ScheduleI/RecipientTable/IRCSection0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrant0GENERAL ASSISTANCE
IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine10CONGREGATION BETH EL
IRS990ScheduleI/RecordsMaintained00
IRS990ScheduleI/TotalNbrOf501C3AndGovtGrants01
IRS990ScheduleI/TotalNbrOfOtherOrganizations00
IRS990ScheduleJ/AnyNonFixedPayments00
IRS990ScheduleJ/BoardOrCommitteeApproval0X
IRS990ScheduleJ/CompBasedNetEarningsFilingOrg00
IRS990ScheduleJ/CompBasedNetEarningsRelateOrgs00
IRS990ScheduleJ/CompBasedOnRevenueOfFilingOrg00
IRS990ScheduleJ/CompBasedOnRevenueRelatedOrgs00
IRS990ScheduleJ/CompensationCommittee0X
IRS990ScheduleJ/CompensationSurvey0X
IRS990ScheduleJ/EquityBasedCompArrangement00
IRS990ScheduleJ/Form990OfOtherOrganizations0X
IRS990ScheduleJ/Form990ScheduleJPartII/BaseCompensationFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/BonusFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/BonusRelatedOrgs00
IRS990ScheduleJ/Form990ScheduleJPartII/CompBasedOnRelatedOrgs0298800
IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990FilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990RelatedOrgs00
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompRelatedOrgs031350
IRS990ScheduleJ/Form990ScheduleJPartIII/Explanation0THE HUMAN RESOURCES COMMITTEE OF THE JEWISH COMMUNITY FOUNDATION OF SAN DIEGO EVALUATES AND APPROVES EXECUTIVE COMPENSATION ANNUALLY. THE EVALUATION INCLUDES THE REVIEW OF COMPARABILITY DATA PROVIDED BY INDEPENDENT SOURCES. A WRITTEN EMPLOYMENT CONTRACT GOVERNS CEO COMPENSATION AND OTHER TERMS OF EMPLOYMENT. THE CONTRACT IS REVIEWED BY OUTSIDE COUNSEL AND APPROVED BY THE BOARD OF DIRECTORS.
IRS990ScheduleJ/Form990ScheduleJPartIII/Identifier0SUPPLEMENTAL INFORMATION
IRS990ScheduleJ/Form990ScheduleJPartIII/ReturnReference0PART III
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson0MARJORY KAPLAN
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs00
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationRelatedOrgs00
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs0330150
IRS990ScheduleJ/InitialContractException00
IRS990/ScheduleJRequired01
IRS990ScheduleJ/SeverancePayment00
IRS990ScheduleJ/SupplementalNonqualRetirePlan00
IRS990ScheduleJ/WrittenEmploymentContract0X
IRS990ScheduleO/GeneralExplanation/Explanation0THE ORGANIZATION'S BYLAWS GIVE THE FOUNDERS THE RIGHT TO ELECT THE FOUNDER CLASS DIRECTORS.
IRS990ScheduleO/GeneralExplanation/Explanation1A COPY OF THE FINAL FORM 990 IS PROVIDED TO ALL BOARD MEMBERS BEFORE FILING. EACH BOARD MEMBER REVIEWS THE 990 AND CONTACTS MANAGEMENT WITH ANY QUESTIONS OR CONCERNS. ANY CHANGES THAT ARISE FROM THE BOARD REVIEW ARE COMMUNICATED TO ALL BOARD MEMBERS BEFORE FILING THE RETURN.
IRS990ScheduleO/GeneralExplanation/Explanation2ANNUALLY THE FOUNDATION REQUESTS THAT EACH BOARD MEMBER DISCLOSE ALL CONFLICTS OF INTEREST BY COMPLETING A CONFLICT OF INTEREST QUESTIONNAIRE.
IRS990ScheduleO/GeneralExplanation/Explanation3THE BETH EL ENDOWMENT FOUNDATION DOES NOT PAY ANY EMPLOYEES. THE JEWISH COMMUNITY FOUNDATION OF SAN DIEGO, A RELATED ORGANIZATION, DOES COMPENSATE EMPLOYEES. THE JEWISH COMMUNITY FOUNDATION OF SAN DIEGO HAS A FORMAL COMPENSATION REVIEW POLICY.
IRS990ScheduleO/GeneralExplanation/Explanation4THESE DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST.
IRS990ScheduleO/GeneralExplanation/Explanation5NET UNREALIZED LOSSES ON INVESTMENTS: -43,510.
IRS990ScheduleO/GeneralExplanation/Explanation6THERE HAS NOT BEEN ANY CHANGES FROM THE PREVIOUS YEAR.
IRS990ScheduleO/GeneralExplanation/Identifier0CHANGES IN NET ASSETS OR FUND BALANCES:
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990, PART XI, LINE 5:
IRS990ScheduleO/GeneralExplanation/ReturnReference5FORM 990, PART XII LINE 22C
IRS990/ScheduleORequired01
IRS990ScheduleR/ExchangeOfAssets00
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine104950 MURPHY CANYON ROAD
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City0SAN DIEGO
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State0CA
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode092123
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg00
IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityNA0N/A
IRS990ScheduleR/Form990ScheduleRPartII/EIN0952504044
IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection0501(C)(3)
IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState0CA
IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine10JEWISH COMMUNITY FOUNDATION OF SAN DIEGO
IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities0TO INCREASE SUPPORT FOR A VIBRANT AND SECURE JEWISH AND GENERAL COMMUNITY
IRS990ScheduleR/Form990ScheduleRPartII/PublicCharityStatus0LINE 7
IRS990ScheduleR/GiftGrantOrCapContrFrOtherOrg00
IRS990ScheduleR/GiftGrantOrCapContrToOtherOrg00
IRS990ScheduleR/LoansOrGuaranteesFromOtherOrg00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrg00
IRS990ScheduleR/OtherTransferFromOtherOrg00
IRS990ScheduleR/OtherTransferToOtherOrg01
IRS990ScheduleR/PerformOfServicesByOtherOrgs00
IRS990ScheduleR/PerformOfServicesForOtherOrgs00
IRS990ScheduleR/PurchaseOfAssetsFromOtherOrg00
IRS990ScheduleR/ReceiptOfIntAnnRentsRoyalties00
IRS990ScheduleR/ReimbursementPaidByOtherOrg00
IRS990ScheduleR/ReimbursementPaidToOtherOrg00
IRS990ScheduleR/RentalOfFacilitiesFrOtherOrgs00
IRS990ScheduleR/RentalOfFacilitiesToOtherOrgs00
IRS990ScheduleR/SaleOfAssetsToOtherOrg00
IRS990ScheduleR/SharingOfFacilities00
IRS990ScheduleR/SharingOfPaidEmployees00
IRS990/School00
IRS990/SignificantChange00
IRS990/SignificantNewProgramServices00
IRS990/StateLegalDomicile0CA
IRS990/StatesWhereCopyOfReturnIsFiled0CA
IRS990/SubjectToProxyTax00
IRS990/TaxablePartyNotification00
IRS990/TaxExemptBonds00
IRS990/TemporarilyRestrictedNetAssets/BOY01068201
IRS990/TemporarilyRestrictedNetAssets/EOY01097008
IRS990/Terminated00
IRS990/TermOrPermanentEndowments01
IRS990/TheBooksAreInCareOf/AddressUS/AddressLine104950 MURPHY CANYON ROAD
IRS990/TheBooksAreInCareOf/AddressUS/City0SAN DIEGO
IRS990/TheBooksAreInCareOf/AddressUS/State0CA
IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode092123
IRS990/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10MARJORY KAPLAN
IRS990/TheBooksAreInCareOf/TelephoneNumber08582792740
IRS990/TotalAssets/BOY01371724
IRS990/TotalAssetsBOY01371724
IRS990/TotalAssets/EOY01367636
IRS990/TotalAssetsEOY01367636
IRS990/TotalCompGT150K01
IRS990/TotalContributions097721
IRS990/TotalExpensesCurrentYear055604
IRS990/TotalExpensesPriorYear056103
IRS990/TotalFunctionalExpenses/Fundraising00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,367,636
Liabilities
$270,628
Net assets
$1,097,008
Revenue
-
Expenses
$55,604
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.02$0.00$3.02$0.10$0.16$0.06
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.87$0.01$2.86$0.08$0.15$0.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.31$0.01$3.30$0.11$0.15$0.04
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.76$0.01$2.75$0.10$0.19$0.09
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.92$0.01$2.91$0.14$0.12$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.91$0.01$2.90$0.65$0.12$0.53
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.32$0.02$2.30$0.06$0.11$0.05
2016Detailed filing. Detailed filing data is available for this year.$2.18$0.02$2.16$0.10$0.11$0.02
2015Detailed filing. Detailed filing data is available for this year.$2.27$0.02$2.25$0.08$0.12$0.04
2014Detailed filing. Detailed filing data is available for this year.$2.35$0.05$2.29$0.67$0.09$0.58
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.74$0.26$1.48$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.37$0.27$1.10$0.06
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.37$0.30$1.07$0.06
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.42$0.44$0.99$0.01