Civic Intelligence

Congregation Bne Zion Irr Trust

990 • Fiscal year 2020 • EIN 35-6017846

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 18, 2021

Organization ProfileN/A
128 Valentine CTMichigan City, IN 46360

(219) 879-7974

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)13 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

73rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)13 • <$500k nonprofits • Source year 2020

Net Margin

46th percentile

11%

Higher net margin than 46% of similar nonprofits.

2020 filings • 501(c)13 • <$500k nonprofits • Source year 2020

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

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

2020 filings • 501(c)13 • <$500k nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

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

Source year 2020

Revenue Growth

Score unavailable

No value available

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

Source year 2020

Balance Sheet
Liabilities / Assets73rd percentile

Assets

$335,694

No earlier filing loaded for comparison.

Net Assets

$335,694

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin46th percentile

Revenue

$32,713

No earlier filing loaded for comparison.

Expenses

$29,228

No earlier filing loaded for comparison.

Net Income

$3,485

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$600K$400K$200K$0Assets 2020: $335,694Liabilities 2020: $0Net Assets 2020: $335,6942020Assets 2021: $345,175Liabilities 2021: $0Net Assets 2021: $345,1752021Assets 2022: $347,530Liabilities 2022: $0Net Assets 2022: $347,5302022Assets 2023: $367,692Liabilities 2023: $0Net Assets 2023: $367,6922023Assets 2024: $382,819Liabilities 2024: $0Net Assets 2024: $382,8192024Assets 2025: $413,525Liabilities 2025: $0Net Assets 2025: $413,5252025

Highlighted filing

2020

Assets$335,694
Liabilities$0
Net Assets$335,694
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60K$40K$20K$0Revenue 2020: $32,713Expenses 2020: $29,228Net Income 2020: $3,4852020Revenue 2021: $27,680Expenses 2021: $18,199Net Income 2021: $9,4812021Revenue 2022: $21,777Expenses 2022: $19,422Net Income 2022: $2,3552022Revenue 2023: $39,323Expenses 2023: $19,161Net Income 2023: $20,1622023Revenue 2024: $29,788Expenses 2024: $14,661Net Income 2024: $15,1272024Revenue 2025: $43,429Expenses 2025: $12,723Net Income 2025: $30,7062025

Highlighted filing

2020

Revenue$32,713
Expenses$29,228
Net Income$3,485
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 18, 2021
Return Version
2020v4.1
Gross Receipts
$32,713
Mission and Program Overview

Mission

Perpetual care and maintenance of the jewish cemetery in laporte, indiana.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$332,209$335,694▲ $3,485
Investments in Publicly Traded Securities$305,428$206,060▼ $99,368
Cash and Non-Interest-Bearing Accounts$26,781$129,634▲ $102,853
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$332,209$335,694▲ $3,485
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$332,209$335,694▲ $3,485
Total Liabilities and Net Assets / Fund Balance$332,209$335,694▲ $3,485
Compensation and Service Providers
Top Officer Pay67th percentile

Board Members and Trustees

NameTitle
Joan Levine RussellPresident
Mark JacobiVice President - Co Truste
Maurice LevineCo Trustee
Judy JacobiSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$15,752
Program Service Revenue
$0
Investment Income
$16,961
Other Revenue
$0
All Other Contributions
$15,752
Change in Net Assets
$3,485
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$24,974
Salaries, Compensation, and Employee Benefits$4,254
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$24,170--$24,170
Current Officers, Directors, Trustees, and Key Employees-$4,254-$4,254
Fees for Services Accounting-$800-$800
Other Expenses-$4-$4
Total Functional Expenses$24,170$5,058$0$29,228
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Mark jacobi is the nephew of maurice levine. Mark jacobi and judy jacobi are married. Joan levine russell is the daughter of maurice levine.”

Form 990, Part VI, Section B, Line 11B

“The form 990 is sent directly to the trustees and it is reviewed prior to filing.”

Form 990, Part VI, Section C, Line 19

“Governing documents and financial statements are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Congregation Bne Zion Irr Trust
EIN
35-6017846
Phone
2198797974
Address
128 VALENTINE CT, MICHIGAN CITY, IN 46360

Signing Officer

Name
Mark Jacobi
Title
Co Trustee
Phone
2198797974
Signed
2021-10-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mark Jacobi
Formed
1942
Legal Domicile
In
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Somerset Cpas and Advisors
Address
409 W KIEFFER RD, MICHIGAN CITY, IN 46360
Preparer
Diane D Wilczewski
Phone
2198741437
Raw XML Appendix281 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/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PERPETUAL CARE AND MAINTENANCE OF THE JEWISH CEMETERY IN LAPORTE, INDIANA.
IRS990/AllOtherContributionsAmt015752
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MARK JACOBI
IRS990/BooksInCareOfDetail/PhoneNum02198797974
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0128 VALENTINE CT
IRS990/BooksInCareOfDetail/USAddress/CityNm0MICHIGAN CITY
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd046360
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
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IRS990/CashNonInterestBearingGrp/BOYAmt026781
IRS990/CashNonInterestBearingGrp/EOYAmt0129634
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt04254
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt04254
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt015752
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt016961
IRS990/CYOtherExpensesAmt024974
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt03485
IRS990/CYSalariesCompEmpBnftPaidAmt04254
IRS990/CYTotalExpensesAmt029228
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt032713
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0CARE AND MAINTENANCE OF THE JEWISH CEMETERY AND GENERAL OPERATING EXPENSE OF SAID CEMETERY.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/ExpenseAmt024170
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0800
IRS990/FeesForServicesAccountingGrp/TotalAmt0800
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt14.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/PersonNm0MAURICE LEVINE
IRS990/Form990PartVIISectionAGrp/PersonNm1MARK JACOBI
IRS990/Form990PartVIISectionAGrp/PersonNm2JUDY JACOBI
IRS990/Form990PartVIISectionAGrp/PersonNm3JOAN LEVINE RUSSELL
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0CO TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT - CO TRUSTE
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01942
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt032713
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IncmFromInvestBondProceedsGrp/ExclusionAmt0347
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt0347
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt016614
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt016614
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0305428
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0206060
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0IN
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PERPETUAL CARE AND MAINTENANCE OF THE JEWISH CEMETERY IN LAPORTE, INDIANA.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0332209
IRS990/NetAssetsOrFundBalancesEOYAmt0335694
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt024170
IRS990/OccupancyGrp/TotalAmt024170
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0FOREIGN TAXES PAID
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04
IRS990/OtherExpensesGrp/TotalAmt04
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0MARK JACOBI
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt08020
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt03450
IRS990/PYOtherExpensesAmt010598
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-1944
IRS990/PYSalariesCompEmpBnftPaidAmt02816
IRS990/PYTotalExpensesAmt013414
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt011470
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt03485
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0332209
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0335694
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MARK JACOBI IS THE NEPHEW OF MAURICE LEVINE. MARK JACOBI AND JUDY JACOBI ARE MARRIED. JOAN LEVINE RUSSELL IS THE DAUGHTER OF MAURICE LEVINE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS SENT DIRECTLY TO THE TRUSTEES AND IT IS REVIEWED PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0IN
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0332209
IRS990/TotalAssetsEOYAmt0335694
IRS990/TotalAssetsGrp/BOYAmt0332209
IRS990/TotalAssetsGrp/EOYAmt0335694
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt015752
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05058
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt024170
IRS990/TotalFunctionalExpensesGrp/TotalAmt029228
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0332209
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0335694
IRS990/TotalOtherCompensationAmt00
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IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt016961
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt032713
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0332209
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IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0MICHIGAN CITY
IRS990/USAddress/StateAbbreviationCd0IN
IRS990/USAddress/ZIPCd046360
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK JACOBI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02198797974
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CONGREGATION BNE ZION IRR TRUST
ReturnHeader/Filer/BusinessNameControlTxt0CONG
ReturnHeader/Filer/EIN0356017846
ReturnHeader/Filer/PhoneNum02198797974
ReturnHeader/Filer/USAddress/AddressLine1Txt0128 VALENTINE CT
ReturnHeader/Filer/USAddress/CityNm0MICHIGAN CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046360
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0201717681
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SOMERSET CPAS AND ADVISORS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0409 W KIEFFER RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MICHIGAN CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046360
ReturnHeader/PreparerPersonGrp/PhoneNum02198741437
ReturnHeader/PreparerPersonGrp/PreparationDt02021-10-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DIANE D WILCZEWSKI
ReturnHeader/ReturnTs02021-10-26T15:27:35-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARK
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0JACOBI
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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
$335,694
Liabilities
$0
Net assets
$335,694
Revenue
$32,713
Expenses
$29,228
Net income
$3,485
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.14$0.00$4.14$0.43$0.13$0.31
2024Detailed filing. Detailed filing data is available for this year.$3.83$0.00$3.83$0.30$0.15$0.15
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.68$0.00$3.68$0.39$0.19$0.20
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.48$0.00$3.48$0.22$0.19$0.02
2021Detailed filing. Detailed filing data is available for this year.$3.45$0.00$3.45$0.28$0.18$0.09
2020Detailed filing. Detailed filing data is available for this year.$3.36$0.00$3.36$0.33$0.29$0.03