Civic Intelligence

The Beth El Endowment Foundation

990 • Fiscal year 2020 • EIN 33-0969651

Jul 01, 2019 to Jun 30, 2020 • Filed on Mar 04, 2021

Organization ProfileWWW.JCFSANDIEGO.ORG
4950 Murphy Canyon RdSan Diego, CA 92123

(858) 279-2740

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.00x

Higher debt load relative to assets than 22% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

48th percentile

0.13x

Higher debt load relative to revenue than 48% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

4th percentile

-92%

Higher net margin than 4% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

96th percentile

$375,343

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 387.0% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

14th percentile

-5.4%

Faster asset growth than 14% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

15th percentile

-32%

Faster revenue growth than 15% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Down

$2,764,018

Down $158,043 (-5.4%) from 2019

Net Assets

Down

$2,751,675

Down $158,043 (-5.4%) from 2019

Liabilities

Flat

$12,343

Flat from 2019

Revenue And Expenses
Liabilities / Revenue48th percentileNet Margin4th percentile

Revenue

Down

$96,978

Down $46,582 (-32%) from 2019

Expenses

Up

$186,091

Up $62,277 (+50%) from 2019

Net Income

Down

-$89,113

Down $108,859 (-551%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth14th 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

2020

Assets$2,764,018
Liabilities$12,343
Net Assets$2,751,675
Open 2020 Filing

Operations Trend

Revenue Growth15th percentile

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

2020

Revenue$96,978
Expenses$186,091
Net Income-$89,113
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Mar 4, 2021
Return Version
2019v5.2
Gross Receipts
$96,978
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$1,668,126$1,704,674▲ $36,548
Investments Other Securities$848,723$649,289▼ $199,434
Accounts Receivable$375,000$375,000→ $0
Pledges and Grants Receivable$27,664$27,664→ $0
Cash and Non-Interest-Bearing Accounts$2,500$5,773▲ $3,273
Savings and Temporary Cash Investments$48$1,618▲ $1,570
Total Assets$2,922,061$2,764,018▼ $158,043
Liabilities
Accounts Payable and Accrued Expenses$12,343$12,343→ $0
Total Liabilities$12,343$12,343→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$2,909,718$2,751,675▼ $158,043
Total Net Assets Fund Balance$2,909,718$2,751,675▼ $158,043
Total Liabilities and Net Assets / Fund Balance$2,922,061$2,764,018▼ $158,043

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$574,198--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$2,581,322$0▲ $25,461-$2,423,279
2018$2,567,507$35,539▲ $99,772-$2,581,322
2017$1,973,988$535,457▲ $175,976-$2,567,507
2016$1,833,745$29,949▲ $218,593$11$1,973,988
2015$1,888,444$56,656▼ $30,421$-30,555$1,833,745
Compensation and Service Providers
Top Officer Pay96th percentile

Board Members and Trustees

NameTitle
Alan ViterbiPresident
Jeffrey EldenVice President
Lawrence ShermanVice President
Richard GabrielVice President
Sam JacobsDirector
Jeremy PearlChief Financial Officer
Rodney StoneSecretary
Beth SirullTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$96,978
Other Revenue
$0
Change in Net Assets
$-89,113

Audited Revenue Reconciliation

Revenue per Audited Statements
$96,978
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$98,801,883
Total Revenue per Audited Statements
$98,898,861
Total Revenue per Form 990
$96,978
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$156,307
Other Expenses$29,784
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$156,307--$156,307
Other Expenses$0$27,197$0$27,197
Fees for Service Investment Mgmnt Fees-$2,587-$2,587
Total Functional Expenses$156,307$29,784$0$186,091

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$97,533,045
Expenses Not Reported on Form 990$97,346,954
Expenses per Audited Statements$186,091
Total Expenses per Form 990$186,091
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Congregation Beth ElLa Jolla, CA501(c)(3)General Assistance$156,307

International Summary

Offices
0
Employees
0
Spending
$574,209

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 - Antigua & Barbuda, Aruba, Bahamas,Investments-00$574,209
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 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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Jeremy pearl and beth sirull have a business relationship at the related organization, jewish community foundation of san diego.”

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 11B

“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

Filer Name
The Beth El Endowment Foundation
EIN
33-0969651
Phone
8582792740
Address
4950 MURPHY CANYON RD, SAN DIEGO, CA 92123

Signing Officer

Name
Beth Sirull
Title
Treasurer
Phone
8582792740
Signed
2021-03-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Alan Viterbi
Formed
2001
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
6
Employees
0
Volunteers
6

Preparer

Firm
Aldrich Cpas and Advisors Llp
Address
5946 PRIESTLY DRIVE SUITE 200, CARLSBAD, CA 92008
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 follows us gaap related to the recognition of uncertain tax positions. The foundation recognizes accrued interest and penalties associated with uncertain tax positions as part of the consolidated statements of activities, when applicable. Management has determined that the foundation has no uncertain tax positions at june 30, 2020 and 2019 and no amounts have been accrued. The foundation files informational and income tax returns in the united states and various state and local jurisdictions.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Revenues per consolidated gaap statement 98,870,813.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Expenses per consolidated gaap statements 97,346,954.”

Raw XML AppendixShowing 400 of 526 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/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt012343
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt012343
IRS990/AccountsReceivableGrp/BOYAmt0375000
IRS990/AccountsReceivableGrp/EOYAmt0375000
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO CONDUCT OR SUPPORT ACTIVITIES FOR THE BENEFIT OF THE JEWISH COMMUNITY FOUNDATION OF SAN DIEGO.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0BETH SIRULL
IRS990/BooksInCareOfDetail/PhoneNum08582792740
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt04950 MURPHY CANYON ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0SAN DIEGO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd092123
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt02500
IRS990/CashNonInterestBearingGrp/EOYAmt05773
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt0156307
IRS990/CYInvestmentIncomeAmt096978
IRS990/CYOtherExpensesAmt029784
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-89113
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0186091
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt096978
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0DISTRIBUTION OF CONTRIBUTIONS TO RELIGIOUS, CHARITABLE AND EDUCATIONAL ORGANIZATIONS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt02909718
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt02751675
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0156307
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt02587
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt02587
IRS990/ForeignActivitiesInd01
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt633985
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt731625
IRS990/Form990PartVIISectionAGrp/PersonNm0ALAN VITERBI
IRS990/Form990PartVIISectionAGrp/PersonNm1JEFFREY ELDEN
IRS990/Form990PartVIISectionAGrp/PersonNm2LAWRENCE SHERMAN
IRS990/Form990PartVIISectionAGrp/PersonNm3RICHARD GABRIEL
IRS990/Form990PartVIISectionAGrp/PersonNm4RODNEY STONE
IRS990/Form990PartVIISectionAGrp/PersonNm5SAM JACOBS
IRS990/Form990PartVIISectionAGrp/PersonNm6BETH SIRULL
IRS990/Form990PartVIISectionAGrp/PersonNm7JEREMY PEARL
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt6341358
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt7252497
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt7CHIEF FINANCIAL OFFICER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02001
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt060405
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantAmt0156307
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0156307
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0156307
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt060405
IRS990/GrossReceiptsAmt096978
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt036573
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt036573
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0848723
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0649289
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01668126
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01704674
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO CONDUCT OR SUPPORT ACTIVITIES FOR THE BENEFIT OF THE JEWISH COMMUNITY FOUNDATION OF SAN DIEGO.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02909718
IRS990/NetAssetsOrFundBalancesEOYAmt02751675
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt060405
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt060405
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-68930
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0ADMINISTRATIVE FEES
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt027197
IRS990/OtherExpensesGrp/ProgramServicesAmt00
IRS990/OtherExpensesGrp/TotalAmt027197
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt027664
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt027664
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0ALAN VITERBI
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt035539
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt094049
IRS990/PYInvestmentIncomeAmt0108021
IRS990/PYOtherExpensesAmt029765
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt019746
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0123814
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0143560
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-89113
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt048
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01618
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE ORGANIZATION PROVIDED SUPPORT IN THE FORM OF GRANTS TO OTHER NON-PROFIT ORGANIZATIONS IN ACCORDANCE WITH THE MISSION OF THE SUPPORTED ORGANIZATION, JEWISH COMMUNITY FOUNDATION OF SAN DIEGO.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SECTION A, LINE 6:
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0952504044
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0JEWISH COMMUNITY FOUNDATION OF SAN DIEGO
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt027197
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt02581322
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt00
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt02423279
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0156307
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt025461
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt027447
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt02567507
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt035539
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt02581322
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt094049
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt099772
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt026782
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01973988
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0535457
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt02567507
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt091132
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0175976
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt021664
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01833745
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt029949
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01973988
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt086624
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0218593
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt011
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt020910
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01888444
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt056656
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01833745
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt090579
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-30421
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0-30555
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt097346954
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0186091
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-68930
IRS990ScheduleD/OtherExpensesIncludedAmt097346954
IRS990ScheduleD/OtherRevenueAmt098870813
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt075091
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1574198
IRS990ScheduleD/OtherSecuritiesGrp/Desc0ALTERNATIVE INVESTMENTS
IRS990ScheduleD/OtherSecuritiesGrp/Desc1HEDGE FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/RevenueNotReportedAmt098801883
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt096978
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE FOUNDATION FOLLOWS US GAAP RELATED TO THE RECOGNITION OF UNCERTAIN TAX POSITIONS. THE FOUNDATION RECOGNIZES ACCRUED INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS AS PART OF THE CONSOLIDATED STATEMENTS OF ACTIVITIES, WHEN APPLICABLE. MANAGEMENT HAS DETERMINED THAT THE FOUNDATION HAS NO UNCERTAIN TAX POSITIONS AT JUNE 30, 2020 AND 2019 AND NO AMOUNTS HAVE BEEN ACCRUED. THE FOUNDATION FILES INFORMATIONAL AND INCOME TAX RETURNS IN THE UNITED STATES AND VARIOUS STATE AND LOCAL JURISDICTIONS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2REVENUES PER CONSOLIDATED GAAP STATEMENT 98,870,813.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3EXPENSES PER CONSOLIDATED GAAP STATEMENTS 97,346,954.
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/TotalBookValueSecuritiesAmt0649289
IRS990ScheduleD/TotalExpensesPerForm990Amt0186091
IRS990ScheduleD/TotalRevenuePerForm990Amt096978
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt098898861
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt097533045
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt0574209
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS,
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0INVESTMENTS
IRS990ScheduleF/BoycottCountriesInd00
IRS990ScheduleF/ContinuationSpentAmt00
IRS990ScheduleF/ContinuationTotalEmployeeCnt00
IRS990ScheduleF/ContinuationTotalOfficeCnt00
IRS990ScheduleF/ForeignCorpOwnershipInd00
IRS990ScheduleF/ForeignPartnershipInd00
IRS990ScheduleF/InterestInForeignTrustInd00
IRS990ScheduleF/PassiveForeignInvestmestCoInd00
IRS990ScheduleF/SubtotalEmployeesCnt00
IRS990ScheduleF/SubtotalOfficesCnt00
IRS990ScheduleF/SubtotalSpentAmt0574209
IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc0PART III ACCOUNTING METHOD:
IRS990ScheduleF/TotalEmployeeCnt00
IRS990ScheduleF/TotalOfficeCnt00
IRS990ScheduleF/TotalSpentAmt0574209
IRS990ScheduleF/TransferToForeignCorpInd00
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt0156307
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL ASSISTANCE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CONGREGATION BETH EL
IRS990ScheduleI/RecipientTable/RecipientEIN0952574602
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt08660 GILMAN DRIVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0LA JOLLA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd092037
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/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0341358
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1252497
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt033985
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt131625
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0BETH SIRULL
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1JEREMY PEARL
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0TREASURER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1CHIEF FINANCIAL OFFICER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0375343
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1284122

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,764,018
Liabilities
$12,343
Net assets
$2,751,675
Revenue
$96,978
Expenses
$186,091
Net income
-$89,113
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
2020Detailed filing. Detailed filing data is available for this year.$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