Civic Intelligence

The Beth El Endowment Foundation

990 • Fiscal year 2013 • EIN 33-0969651

Jul 01, 2012 to Jun 30, 2013 • Filed on May 06, 2014

Organization ProfileWWW.JCFSANDIEGO.ORG
4950 Murphy Canyon Rd92123
Siviq Scores

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

Liabilities / Assets

54th percentile

0.15x

Higher debt load relative to assets than 54% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

86th percentile

27%

Faster asset growth than 86% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets54th percentile

Assets

Up

$1,737,139

Up $369,503 (+27%) from 2012

Net Assets

Up

$1,477,186

Up $380,178 (+35%) from 2012

Liabilities

Down

$259,953

Down $10,675 (-3.9%) from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$64,329

Up $8,725 (+16%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth86th 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

2013

Assets$1,737,139
Liabilities$259,953
Net Assets$1,477,186
Open 2013 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

2013

Revenue-
Expenses$64,329
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
May 6, 2014
Return Version
2012v2.1
Gross Receipts
$394,614
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 480 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.

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IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation0TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE.
IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation1THE FOUNDATION RECOGNIZES ACCRUED INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS AS PART OF THE STATEMENT OF ACTIVITIES, WHEN APPLICABLE. MANAGEMENT HAS DETERMINED THAT THE FOUNDATION HAS NO UNCERTAIN TAX POSITIONS AT JUNE 30, 2013 THEREFORE NO AMOUNTS HAVE BEEN ACCRUED.
IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation2REVENUES FROM RELATED ORGANIZATION PER CONSOLIDATED GAAP STATEMENT 139,862,180.
IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation3EXPENSES FROM RELATED ORGANIZATION PER CONSOLIDATED GAAP STATEMENTS 101,787,501.
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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.
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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 HAVE 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/Explanation5THERE HAVE NOT BEEN ANY CHANGES FROM THE PREVIOUS YEAR.
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 XII, LINE 2C
IRS990/ScheduleORequired01
IRS990ScheduleR/DividendsRelatedOrganization00
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/BOY01097008

Document Assets

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Filings

Displayed year

2013 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,737,139
Liabilities
$259,953
Net assets
$1,477,186
Revenue
-
Expenses
$64,329
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