Civic Intelligence

The Beth El Endowment Foundation

990 • Fiscal year 2014 • EIN 33-0969651

Jul 01, 2013 to Jun 30, 2014 • Filed on Feb 11, 2015

Organization ProfileWWW.JCFSANDIEGO.ORG
4950 Murphy Canyon Rd92123

(858) 279-2740

Siviq Scores

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

Liabilities / Assets

31st percentile

0.02x

Higher debt load relative to assets than 31% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

44th percentile

0.08x

Higher debt load relative to revenue than 44% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

98th percentile

87%

Higher net margin than 98% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

96th percentile

$394,290

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 59.2% of source-year revenue.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

89th percentile

35%

Faster asset growth than 89% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$2,348,661

Up $611,522 (+35%) from 2013

Net Assets

Up

$2,294,437

Up $817,251 (+55%) from 2013

Liabilities

Down

$54,224

Down $205,729 (-79%) from 2013

Revenue And Expenses
Liabilities / Revenue44th percentileNet Margin98th percentile

Revenue

$665,806

No earlier filing loaded for comparison.

Expenses

Up

$89,085

Up $24,756 (+38%) from 2013

Net Income

$576,721

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth89th 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

2014

Assets$2,348,661
Liabilities$54,224
Net Assets$2,294,437
Open 2014 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

2014

Revenue$665,806
Expenses$89,085
Net Income$576,721
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Feb 11, 2015
Return Version
2013v4.0
Gross Receipts
$673,334
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.

To conduct or support activities for the benefit of the jewish community foundation of san diego.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,285,762$1,918,844▲ $633,082
Accounts Receivable$372,066$358,038▼ $14,028
Pledges and Grants Receivable$60,627$49,002▼ $11,625
Investments Other Securities$12,441$18,588▲ $6,147
Cash and Non-Interest-Bearing Accounts$2,500$2,500→ $0
Savings and Temporary Cash Investments$3,743$1,689▼ $2,054
Total Assets$1,737,139$2,348,661▲ $611,522
Liabilities
Accounts Payable and Accrued Expenses$259,953$54,224▼ $205,729
Total Liabilities$259,953$54,224▼ $205,729
Net Assets / Fund Balance
Temporarily Rstr Net Assets$1,477,186$2,294,437▲ $817,251
Total Net Assets Fund Balance$1,477,186$2,294,437▲ $817,251
Total Liabilities and Net Assets / Fund Balance$1,737,139$2,348,661▲ $611,522

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$1,304,446$702,242▲ $204,073$180,619$1,941,079
2012$927,292$334,370▲ $109,063$3,024$1,304,446
2011$911,722$97,721▼ $14,461$13,238$927,292
2010$923,136$44,777▲ $132,415$22,862$911,722
2009$313,274$884,531▲ $3,353$135,332$923,136
Compensation and Service Providers
Top Officer Pay96th percentile

Board Members and Trustees

NameTitle
Lawrence ShermanPresident/director
Alan ViterbiVice President/director
Jeffrey EldenVice President/director
Richard GabrielDirector
Sonia IsraelDirector
Rodney StoneSecretary/director
Marjory KaplanCFO
Revenue and Support

Revenue Composition

Contributions and Grants
$657,596
Program Service Revenue
$0
Investment Income
$8,210
Other Revenue
$0
All Other Contributions
$657,596
Change in Net Assets
$576,721

Audited Revenue Reconciliation

Revenue per Audited Statements
$665,806
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$123,843,847
Total Revenue per Audited Statements
$124,509,653
Total Revenue per Form 990
$665,806
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$65,000
Other Expenses$24,085
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$65,000--$65,000
Other Expenses-$22,736-$22,736
Fees for Service Investment Mgmnt Fees-$1,349-$1,349
Total Functional Expenses$65,000$24,085$0$89,085

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$110,627,201
Expenses Not Reported on Form 990$110,538,116
Expenses per Audited Statements$89,085
Total Expenses per Form 990$89,085
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
95-2574602-501(c)(3)General Assistance$65,000

International Summary

Offices
0
Employees
0
Spending
$590,917

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
Central America and the Caribbean-Investments00$590,917
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

“The organization's bylaws give the founders the right to elect the founder class directors.”

Form 990, Part VI, Section B, Line 11

“A 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.”

Form 990, Part VI, Section B, Line 12C

“Annually the foundation requests that each board member disclose all conflicts of interest by completing a conflict of interest questionnaire.”

Form 990, Part VI, Section B, Line 15

“The 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.”

Form 990, Part VI, Section C, Line 19

“These documents are available to the public upon written request.”

Filing and Contact Details

Filer

EIN
33-0969651
Phone
8582792740

Signing Officer

Name
Marjory Kaplan
Title
CFO
Phone
8582792740
Signed
2015-02-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lawrence Sherman
Formed
2001
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
6
Employees
0
Volunteers
6

Preparer

Preparer
Elsa a Romero
Phone
7604318440
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“To further the organization's exempt purpose.”

PART X, LINE 2:

“The 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, 2014 therefore no amounts have been accrued.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Revenues per consolidated gaap statement 123,603,317.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Expenses per consolidated gaap statements 110,538,116.”

Raw XML AppendixShowing 400 of 482 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/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01304446
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt044500
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0109063
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt03024
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt015452
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0911722
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt097721
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0927292
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt039000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-14461
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt013238
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt013602
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0923136
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt044777
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0911722
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0152142
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0132415
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt022862
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt09041
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0313274
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0884531
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0923136
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0133649
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt03353
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0135332
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt044646
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt0110538116
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt089085
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0195884
IRS990ScheduleD/OtherExpensesIncludedAmt0110538116
IRS990ScheduleD/OtherRevenueAmt0123603317
IRS990ScheduleD/RevenueNotReportedAmt0123843847
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0665806
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE 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, 2014 THEREFORE NO AMOUNTS HAVE BEEN ACCRUED.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2REVENUES PER CONSOLIDATED GAAP STATEMENT 123,603,317.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3EXPENSES PER CONSOLIDATED GAAP STATEMENTS 110,538,116.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TermEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt089085
IRS990ScheduleD/TotalRevenuePerForm990Amt0665806
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0124509653
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0110627201
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt0590917
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0CENTRAL AMERICA AND THE CARIBBEAN
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt0INVESTMENTS
IRS990ScheduleF/BoycottCountriesInd00
IRS990ScheduleF/ContinuationSpentAmt00
IRS990ScheduleF/ContinutationTotalEmployeeCnt00
IRS990ScheduleF/ContinutationTotalOfficeCnt00
IRS990ScheduleF/ForeignCorpOwnershipInd00
IRS990ScheduleF/ForeignPartnershipInd00
IRS990ScheduleF/InterestInForeignTrustInd00
IRS990ScheduleF/PassiveForeignInvestmestCoInd00
IRS990ScheduleF/SubtotalEmployeesCnt00
IRS990ScheduleF/SubtotalOfficesCnt00
IRS990ScheduleF/SubtotalSpentAmt0590917
IRS990ScheduleF/TotalEmployeeCnt00
IRS990ScheduleF/TotalOfficeCnt00
IRS990ScheduleF/TotalSpentAmt0590917
IRS990ScheduleF/TransferToForeignCorpInd00
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt065000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL ASSISTANCE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10CONGREGATION BETH EL
IRS990ScheduleI/RecipientTable/RecipientEIN0952574602
IRS990ScheduleI/RecipientTable/USAddress/AddressLine108660 GILMAN DRIVE
IRS990ScheduleI/RecipientTable/USAddress/City0LA JOLLA
IRS990ScheduleI/RecipientTable/USAddress/State0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode092037
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0351100
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt043190
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0MARJORY KAPLAN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CFO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0394290
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0THE 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/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S BYLAWS GIVE THE FOUNDERS THE RIGHT TO ELECT THE FOUNDER CLASS DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A 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/SupplementalInformationDetail/ExplanationTxt2ANNUALLY THE FOUNDATION REQUESTS THAT EACH BOARD MEMBER DISCLOSE ALL CONFLICTS OF INTEREST BY COMPLETING A CONFLICT OF INTEREST QUESTIONNAIRE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE 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/SupplementalInformationDetail/ExplanationTxt4THESE DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10JEWISH COMMUNITY FOUNDATION OF SAN DIEGO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0952504044
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TO INCREASE SUPPORT FOR A VIBRANT AND SECURE JEWISH AND GENERAL COMMUNITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine104950 MURPHY CANYON ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0SAN DIEGO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode092123
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,348,661
Liabilities
$54,224
Net assets
$2,294,437
Revenue
$665,806
Expenses
$89,085
Net income
$576,721
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
Peer Organizations

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