Civic Intelligence

The Endowment Fund of Beth El

EIN 57-1152503 • 501(c)3 • West Hartford, CT

Profile

To solicit, raise, receive and accept public and private gifts, transfers, assignments, conveyances, bequests, devises, deeds and grants of real and personal, tangible and intangible, property, assets and funds, or any interest therein, for use in furtherance of the purposes and mission of beth el temple of west hartford, inc. And to administer, hold, and invest, all of the property, assets and funds of the foundation as an endowment or otherwise, and to expend the earnings and principal of the same in furtherance of the purposes and mission of beth el temple of west hartford, inc. Consistent with the terms conditions, or restrictions imposed by donors.

2626 Albany AvenueWest Hartford, CT 06117

bethelwesthartford.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

18th percentile

0.01x

Higher debt load relative to assets than 18% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

35th percentile

0.07x

Higher debt load relative to revenue than 35% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

91st percentile

56%

Higher net margin than 91% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

23rd percentile

$0

Higher top officer pay than 23% of similar nonprofits.

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

501(c)3 • $5M-$10M nonprofits • Source year 2024

Asset Growth

65th percentile

9.6%

Faster asset growth than 65% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

94th percentile

139%

Faster revenue growth than 94% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$7,649,258

Up $667,688 (+9.6%) from 2023

Liabilities

Up

$54,609

Up $20,205 (+59%) from 2023

Net Assets

Up

$7,594,649

Up $647,483 (+9.3%) from 2023

Operations
Liabilities / Revenue35th percentileNet Margin91st percentile

Revenue

Up

$732,268

Up $426,026 (+139%) from 2023

Expenses

Up

$318,999

Up $89,850 (+39%) from 2023

Net Income

Up

$413,269

Up $336,176 (+436%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth65th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $3,196,963Liabilities 2011: $0Net Assets 2011: $3,196,9632011Assets 2012: $3,121,496Liabilities 2012: $16,668Net Assets 2012: $3,104,8282012Assets 2013: $3,470,345Liabilities 2013: $11,507Net Assets 2013: $3,458,8382013Assets 2014: $4,000,225Liabilities 2014: $17,340Net Assets 2014: $3,982,8852014Assets 2015: $3,945,209Liabilities 2015: $0Net Assets 2015: $3,945,2092015Assets 2016: $3,852,675Liabilities 2016: $0Net Assets 2016: $3,852,6752016Assets 2017: $4,310,975Liabilities 2017: $712Net Assets 2017: $4,310,2632017Assets 2018: $4,677,537Liabilities 2018: $6Net Assets 2018: $4,677,5312018Assets 2019: $4,822,672Liabilities 2019: $0Net Assets 2019: $4,822,6722019Assets 2020: $4,819,809Liabilities 2020: $0Net Assets 2020: $4,819,8092020Assets 2021: $6,638,062Liabilities 2021: $29,999Net Assets 2021: $6,608,0632021Assets 2022: $6,554,178Liabilities 2022: $5,933Net Assets 2022: $6,548,2452022Assets 2023: $6,981,570Liabilities 2023: $34,404Net Assets 2023: $6,947,1662023Assets 2024: $7,649,258Liabilities 2024: $54,609Net Assets 2024: $7,594,6492024

Highlighted filing

2024

Assets$7,649,258
Liabilities$54,609
Net Assets$7,594,649
Open 2024 Filing

Operations Trend

Revenue Growth94th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0Revenue 2011: $487,773Expenses 2011: $74,489Net Income 2011: $413,2842011Revenue 2012: $167,217Expenses 2012: $75,880Net Income 2012: $91,3372012Revenue 2013: $248,023Expenses 2013: $73,180Net Income 2013: $174,8432013Revenue 2014: $248,862Expenses 2014: $125,449Net Income 2014: $123,4132014Revenue 2015: $277,532Expenses 2015: $160,807Net Income 2015: $116,7252015Revenue 2016: $279,630Expenses 2016: $164,576Net Income 2016: $115,0542016Revenue 2017: $192,560Expenses 2017: $187,005Net Income 2017: $5,5552017Revenue 2018: $249,380Expenses 2018: $175,076Net Income 2018: $74,3042018Revenue 2019: $313,921Expenses 2019: $230,897Net Income 2019: $83,0242019Revenue 2020: $400,273Expenses 2020: $214,210Net Income 2020: $186,0632020Revenue 2021: $614,254Expenses 2021: $204,755Net Income 2021: $409,4992021Revenue 2022: $1,459,242Expenses 2022: $317,808Net Income 2022: $1,141,4342022Revenue 2023: $306,242Expenses 2023: $229,149Net Income 2023: $77,0932023Revenue 2024: $732,268Expenses 2024: $318,999Net Income 2024: $413,2692024

Highlighted filing

2024

Revenue$732,268
Expenses$318,999
Net Income$413,269
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,649,258
Liabilities
$54,609
Net assets
$7,594,649
Revenue
$732,268
Expenses
$318,999
Net income
$413,269
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.65$0.05$7.59$0.73$0.32$0.41
2023Detailed filing. Detailed filing data is available for this year.$6.98$0.03$6.95$0.31$0.23$0.08
2022Detailed filing. Detailed filing data is available for this year.$6.55$0.01$6.55$1.46$0.32$1.14
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.64$0.03$6.61$0.61$0.20$0.41
2020Detailed filing. Detailed filing data is available for this year.$4.82$0.00$4.82$0.40$0.21$0.19
2019Detailed filing. Detailed filing data is available for this year.$4.82$0.00$4.82$0.31$0.23$0.08
2018Detailed filing. Detailed filing data is available for this year.$4.68$0.00$4.68$0.25$0.18$0.07
2017Detailed filing. Detailed filing data is available for this year.$4.31$0.00$4.31$0.19$0.19$0.01
2016Detailed filing. Detailed filing data is available for this year.$3.85$0.00$3.85$0.28$0.16$0.12
2015Detailed filing. Detailed filing data is available for this year.$3.95$0.00$3.95$0.28$0.16$0.12
2014Detailed filing. Detailed filing data is available for this year.$4.00$0.02$3.98$0.25$0.13$0.12
2013Summary only. Only limited summary data is available for this year.$3.47$0.01$3.46$0.25$0.07$0.17
2012Summary only. Only limited summary data is available for this year.$3.12$0.02$3.10$0.17$0.08$0.09
2011Summary only. Only limited summary data is available for this year.$3.20$0.00$3.20$0.49$0.07$0.41
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 13, 2025
Return Version
2023v6.0
Gross Receipts
$732,268
Mission and Program Overview

Mission

To solicit, raise, receive and accept public and private gifts, transfers, assignments, conveyances, bequests, devises, deeds and grants of real and personal, tangible and intangible, property, assets and funds, or any interest therein, for use in furtherance of the purposes and mission of beth el temple of west hartford, inc. And to administer, hold, and invest, all of the property, assets and funds of the foundation as an endowment or otherwise, and to expend the earnings and principal of the same in furtherance of the purposes and mission of beth el temple of west hartford, inc. Consistent with the terms conditions, or restrictions imposed by donors.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$6,393,399$7,626,011▲ $1,232,612
Pledges and Grants Receivable$577,220--
Cash and Non-Interest-Bearing Accounts$10,951$23,247▲ $12,296
Total Assets$6,981,570$7,649,258▲ $667,688
Liabilities
Other Liabilities$34,404$54,609▲ $20,205
Total Liabilities$34,404$54,609▲ $20,205
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$6,947,166$7,594,649▲ $647,483
Total Net Assets Fund Balance$6,947,166$7,594,649▲ $647,483
Total Liabilities and Net Assets / Fund Balance$6,981,570$7,649,258▲ $667,688

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$6,947,166$311,263▲ $655,219$261,986$7,594,649
2022$6,548,245$128,965▲ $499,105$179,150$6,947,166
2021$6,608,063$1,008,660▼ $750,670$259,589$6,548,245
2020$4,819,809$263,713▲ $1,729,054$162,203$6,608,063
2019$4,822,672$156,741▲ $54,606$171,238$4,819,809
Compensation and Service Providers
Top Officer Pay23rd percentile

Board Members and Trustees

NameTitle
Abbey M KreinikPresident
Elliot B PollackTrustee
Frank ResnickTrustee
Howard WeinerTrustee
Jerry LeshemTrustee
Lois KoteenTrustee
Marc SussmanTrustee
Stuart WachtelTrustee
Tamara Kagan LevineTrustee
Naomi Lerner TussinSecretary
Joshua B GottfriedTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$311,263
Program Service Revenue
$0
Investment Income
$421,005
Other Revenue
$0
All Other Contributions
$311,263
Change in Net Assets
$413,269

Audited Revenue Reconciliation

Revenue per Audited Statements
$679,918
Revenue Not Reported on Financial Statements
$52,350
Revenue Not Reported on Form 990
$234,214
Total Revenue per Audited Statements
$914,132
Total Revenue per Form 990
$732,268
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$318,999
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates$261,986--$261,986
Fees for Service Investment Mgmnt Fees-$52,350-$52,350
Office Expenses-$4,663-$4,663
Total Functional Expenses$261,986$57,013$0$318,999

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$318,999
Expenses per Audited Statements$266,649
Total Expenses per Audited Statements$266,649
Expenses Not Reported on Financial Statements$52,350
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Shared Bod MbrsPmts to AffiliatesNo$261,986
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payable to Jcf$54,609
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Business relationship with 35% controlled entity
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
No
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

“The sole member of the organization is beth el temple of west hartford, inc.”

Form 990, Page 6, Part VI, Line 7A

“The sole member has the power to appoint the trustees of the organization.”

Form 990, Page 6, Part VI, Line 7B

“The member has such rights and powers as provided by the nonstock corporation act of the state of connecticut and other applicable connecticut law.”

Form 990, Page 6, Part VI, Line 11B

“The cpa preparing the return provides a copy of the return to the board of directors for review and approval prior to filing.”

Form 990, Page 6, Part VI, Line 19

“The governing documents are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
The Endowment Fund of Beth El
EIN
57-1152503
Phone
8602339696
Address
2626 ALBANY AVENUE, WEST HARTFORD, CT 06117

Signing Officer

Name
Abbey M Kreinik
Title
President
Phone
8602339696
Signed
2025-05-13

Organization Details

Principal Officer
Abbey M Kreinik
Formed
2004
Legal Domicile
Ct
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
20

Preparer

Firm
Carney Roy and Gerrol Pc
Address
35 COLD SPRING ROAD SUITE 111, ROCKY HILL, CT 06067-3161
Preparer
Thomas D Roy
Phone
8607215786
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“To solicit, raise, receive and accept public and private gifts, transfers, assignments, conveyances, bequests, devises, deeds and grants of real and personal, tangible and intangible, property, assets and funds, or any interest therein, for use in furtherance of the purposes and mission of beth el temple of west hartford, inc. And to administer, hold, and invest, all of the property, assets and funds of the foundation as an endowment or otherwise, and to expend the earnings and principal of the same in furtherance of the purposes and mission of beth el temple of west hartford, inc. Consistent with the terms conditions, or restrictions imposed by donors.”

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“Provide support to beth el temple of west hartford, inc. In accordance with the mission of the organization.”

Raw XML AppendixShowing 400 of 440 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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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0BETH EL TEMPLE OF WEST HARTFORD INC
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYABLE TO JCF
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0PROVIDE SUPPORT TO BETH EL TEMPLE OF WEST HARTFORD, INC. IN ACCORDANCE WITH THE MISSION OF THE ORGANIZATION.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART V, LINE 4
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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt0BETH EL TEMPLE OF WEST HARTFORD IN
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0SHARED BOD MBRS
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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt0261986
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0PMTS TO AFFILIATES
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO SOLICIT, RAISE, RECEIVE AND ACCEPT PUBLIC AND PRIVATE GIFTS, TRANSFERS, ASSIGNMENTS, CONVEYANCES, BEQUESTS, DEVISES, DEEDS AND GRANTS OF REAL AND PERSONAL, TANGIBLE AND INTANGIBLE, PROPERTY, ASSETS AND FUNDS, OR ANY INTEREST THEREIN, FOR USE IN FURTHERANCE OF THE PURPOSES AND MISSION OF BETH EL TEMPLE OF WEST HARTFORD, INC. AND TO ADMINISTER, HOLD, AND INVEST, ALL OF THE PROPERTY, ASSETS AND FUNDS OF THE FOUNDATION AS AN ENDOWMENT OR OTHERWISE, AND TO EXPEND THE EARNINGS AND PRINCIPAL OF THE SAME IN FURTHERANCE OF THE PURPOSES AND MISSION OF BETH EL TEMPLE OF WEST HARTFORD, INC. CONSISTENT WITH THE TERMS CONDITIONS, OR RESTRICTIONS IMPOSED BY DONORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE SOLE MEMBER OF THE ORGANIZATION IS BETH EL TEMPLE OF WEST HARTFORD, INC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE SOLE MEMBER HAS THE POWER TO APPOINT THE TRUSTEES OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE MEMBER HAS SUCH RIGHTS AND POWERS AS PROVIDED BY THE NONSTOCK CORPORATION ACT OF THE STATE OF CONNECTICUT AND OTHER APPLICABLE CONNECTICUT LAW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE CPA PREPARING THE RETURN PROVIDES A COPY OF THE RETURN TO THE BOARD OF DIRECTORS FOR REVIEW AND APPROVAL PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
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