Civic Intelligence

Bnai Torah Foundation Inc.

990 • Fiscal year 2014 • EIN 65-0276400

Jul 01, 2013 to Jun 30, 2014 • Filed on Dec 09, 2014

6261 SW 18 Street33433

(561) 392-8566

Siviq Scores

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

Liabilities / Assets

50th percentile

0.19x

Higher debt load relative to assets than 50% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

86th percentile

1.82x

Higher debt load relative to revenue than 86% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Net Margin

96th percentile

76%

Higher net margin than 96% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Asset Growth

84th percentile

21%

Faster asset growth than 84% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

89th percentile

50%

Faster revenue growth than 89% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2012 to 2014

Assets

Up

$6,525,558

Up $1,110,558 (+21%) from 2013

Net Assets

Up

$5,289,913

Up $513,957 (+11%) from 2013

Liabilities

Up

$1,235,645

Up $596,601 (+93%) from 2013

Revenue

$679,016

No earlier filing loaded for comparison.

Expenses

Down

$165,058

Down $131,427 (-44%) from 2013

Net Income

$513,958

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0Assets 2011: $4,990,210Liabilities 2011: $254,212Net Assets 2011: $4,735,9982011Assets 2012: $4,970,925Liabilities 2012: $220,131Net Assets 2012: $4,750,7942012Assets 2013: $5,415,000Liabilities 2013: $639,044Net Assets 2013: $4,775,9562013Assets 2014: $6,525,558Liabilities 2014: $1,235,645Net Assets 2014: $5,289,9132014Assets 2015: $5,884,501Liabilities 2015: $0Net Assets 2015: $5,884,5012015Assets 2016: $6,024,514Liabilities 2016: $0Net Assets 2016: $6,024,5142016Assets 2017: $6,427,516Liabilities 2017: $0Net Assets 2017: $6,427,5162017Assets 2018: $6,622,577Liabilities 2018: $0Net Assets 2018: $6,622,5772018Assets 2019: $7,150,759Liabilities 2019: $0Net Assets 2019: $7,150,7592019Assets 2020: $7,256,689Liabilities 2020: $0Net Assets 2020: $7,256,6892020Assets 2021: $7,605,450Liabilities 2021: $0Net Assets 2021: $7,605,4502021Assets 2022: $8,130,200Liabilities 2022: $0Net Assets 2022: $8,130,2002022Assets 2023: $8,074,494Liabilities 2023: $0Net Assets 2023: $8,074,4942023Assets 2024: $8,625,213Liabilities 2024: $0Net Assets 2024: $8,625,2132024Assets 2025: $9,024,230Liabilities 2025: $0Net Assets 2025: $9,024,2302025

Highlighted filing

2014

Assets$6,525,558
Liabilities$1,235,645
Net Assets$5,289,913

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $532,747Expenses 2011: $252,355Net Income 2011: $280,3922011Revenue 2012: $302,249Expenses 2012: $287,453Net Income 2012: $14,7962012Expenses 2013: $296,4852013Revenue 2014: $679,016Expenses 2014: $165,058Net Income 2014: $513,9582014Revenue 2015: $1,481,538Expenses 2015: $886,950Net Income 2015: $594,5882015Revenue 2016: $519,361Expenses 2016: $379,348Net Income 2016: $140,0132016Revenue 2017: $778,271Expenses 2017: $375,269Net Income 2017: $403,0022017Revenue 2018: $591,632Expenses 2018: $396,571Net Income 2018: $195,0612018Revenue 2019: $984,916Expenses 2019: $456,734Net Income 2019: $528,1822019Revenue 2020: $497,616Expenses 2020: $391,686Net Income 2020: $105,9302020Revenue 2021: $811,934Expenses 2021: $463,173Net Income 2021: $348,7612021Revenue 2022: $1,028,869Expenses 2022: $504,119Net Income 2022: $524,7502022Revenue 2023: $489,327Expenses 2023: $545,033Net Income 2023: -$55,7062023Revenue 2024: $1,026,930Expenses 2024: $476,211Net Income 2024: $550,7192024Revenue 2025: $912,839Expenses 2025: $513,822Net Income 2025: $399,0172025

Highlighted filing

2014

Revenue$679,016
Expenses$165,058
Net Income$513,958
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Dec 9, 2014
Return Version
2013v3.0
Gross Receipts
$679,016
Mission and Program Overview

Mission

The organization is a supporting organization under irs code 509(a)(3). It supports b'nai torah congregation of boca raton, inc. A jewish synagogue

The organization is a supporting organization under irs code 509(a)(3). It supports b'nai torah congregation of boca raton, inc., a jewish synagogue.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$5,349,951$5,779,684▲ $429,733
Savings and Temporary Cash Investments-$599,935-
Cash and Non-Interest-Bearing Accounts$51,891$133,221▲ $81,330
Total Assets$5,415,000$6,525,558▲ $1,110,558
Other Assets Total$13,158$12,718▼ $440
Liabilities
Other Liabilities$639,044$1,235,645▲ $596,601
Total Liabilities$639,044$1,235,645▲ $596,601
Net Assets / Fund Balance
Unrestricted Net Assets$4,775,956$5,289,913▲ $513,957
Total Net Assets Fund Balance$4,775,956$5,289,913▲ $513,957
Total Liabilities and Net Assets / Fund Balance$5,415,000$6,525,558▲ $1,110,558
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$473,481
Program Service Revenue
$0
Investment Income
$205,978
Other Revenue
$-443
All Other Contributions
$473,481
Change in Net Assets
$513,958
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$140,347
Total Fundraising Expense$96,018
Grants and Similar Amounts Paid$24,711
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Legal-$34,958-$34,958
Grants to Domestic Orgs$24,711--$24,711
Fees for Services Accounting-$8,550-$8,550
Other Expenses-$15$96,018$15
Total Functional Expenses$24,711$44,329$96,018$165,058
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
58-2146741--Endowment$14,780
---Scholarship$5,520
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Unrealized Gain on Investments$1,098,645
DUE TO B'NAI TORAH CONGREGATION$137,000
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Section B, Line 11

The president and the treasurer conduct a meeting with the foundation's accountant to review the foundation's tax return before the return is filed to ensure a complete and accurate return.

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

B'nai torah foundation's board members meet quarterly to discuss and review conflict of interest policy to make sure it is enforced. Minutes are taken at all meetings accordingly.

Form 990, Part VI, Section C, Line 19

B'nai torah foundation's board members meet quarterly to discuss and review governing documents and financial statements. Minutes are taken at all meetings and distributed to each foundation board member and recorded in the office at the b'nai torah congregation. All records are available upon request to all congregation members.

Filing and Contact Details

Filer

EIN
65-0276400
Phone
5613928566

Signing Officer

Name
Stephen Lippy
Title
Treasurer
Phone
5613928566
Signed
2014-12-09

Organization Details

Principal Officer
Spencer Sax
Formed
1991
Legal Domicile
Fl
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
0

Preparer

Preparer
Douglas T Walker
Phone
9544191000
Supplemental Narrative

Additional Explanations

Schedule A, Part I, Line 11H

B'nai torah congregation, ein 59-1713099, is the supported organization of the b'nai torah foundation. The b'nai torah foundation provides financial support to the b'nai torah congregation by creating endowment and supporting funds and investing the monies for growth. These funds are used to support the congregation's religious programs, maintenance and other activities. In fiscal year 2013, the congregation had sufficient free funds to support their activities and per the congregation's request, monies set aside by the foundation for allocation to the congreation were instead reinvested.

Raw XML Appendix383 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/ActivityOrMissionDesc0THE ORGANIZATION IS A SUPPORTING ORGANIZATION UNDER IRS CODE 509(A)(3). IT SUPPORTS B'NAI TORAH CONGREGATION OF BOCA RATON, INC., A JEWISH SYNAGOGUE.
IRS990/AllOtherContributionsAmt0473481
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BooksInCareOfDetail/PersonNm0STEPHEN LIPPY
IRS990/BooksInCareOfDetail/PhoneNum05613928566
IRS990/BooksInCareOfDetail/USAddress/AddressLine106261 SW 18 STREET
IRS990/BooksInCareOfDetail/USAddress/City0BOCA RATON
IRS990/BooksInCareOfDetail/USAddress/State0FL
IRS990/BooksInCareOfDetail/USAddress/ZIPCode033433
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt051891
IRS990/CashNonInterestBearingGrp/EOYAmt0133221
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0473481
IRS990/CYGrantsAndSimilarPaidAmt024711
IRS990/CYInvestmentIncomeAmt0205978
IRS990/CYOtherExpensesAmt0140347
IRS990/CYOtherRevenueAmt0-443
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0513958
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0165058
IRS990/CYTotalFundraisingExpenseAmt096018
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0679016
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE FOUNDATION GAVE LIMITED SCHOLARSHIPS (PAID DIRECTLY TO THE ORGANIZATION) FOR ACTIVITIES RELATED TO THE TEACHING OF CONSERVATIVE JUDAIC STUDIES.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt020300
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt08550
IRS990/FeesForServicesAccountingGrp/TotalAmt08550
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt034958
IRS990/FeesForServicesLegalGrp/TotalAmt034958
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form1098CFiledInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form8899Filedind00
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/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
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/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/PersonNm0CLIFFORD VINER
IRS990/Form990PartVIISectionAGrp/PersonNm1MARC STRAUSS
IRS990/Form990PartVIISectionAGrp/PersonNm2MARK LEVY
IRS990/Form990PartVIISectionAGrp/PersonNm3JEFFREY ROSENBERG
IRS990/Form990PartVIISectionAGrp/PersonNm4TONI NIEVES
IRS990/Form990PartVIISectionAGrp/PersonNm5JEFFREY SANDELMAN
IRS990/Form990PartVIISectionAGrp/PersonNm6SCOTT CHAPMAN
IRS990/Form990PartVIISectionAGrp/PersonNm7MARK GLICKMAN
IRS990/Form990PartVIISectionAGrp/PersonNm8STEPHEN LIPPY
IRS990/Form990PartVIISectionAGrp/PersonNm9RICHARD COHEN
IRS990/Form990PartVIISectionAGrp/PersonNm10SPENCER SAX
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/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt9SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt10PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01991
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt085761
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantAmt020300
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt024711
IRS990/GrantsToDomesticOrgsGrp/TotalAmt024711
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt085761
IRS990/GrossReceiptsAmt0679016
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0120217
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0120217
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt05349951
IRS990/InvestmentsPubTradedSecGrp/EOYAmt05779684
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0FL
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE ORGANIZATION IS A SUPPORTING ORGANIZATION UNDER IRS CODE 509(A)(3). IT SUPPORTS B'NAI TORAH CONGREGATION OF BOCA RATON, INC., A JEWISH SYNAGOGUE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt04775956
IRS990/NetAssetsOrFundBalancesEOYAmt05289913
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt085761
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt085761
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt013158
IRS990/OtherAssetsTotalGrp/EOYAmt012718
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0FUNDRAISING EXPENSE
IRS990/OtherExpensesGrp/Desc1LICENSES & PERMITS
IRS990/OtherExpensesGrp/Desc2BANK CHARGES
IRS990/OtherExpensesGrp/FundraisingAmt096018
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0806
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt115
IRS990/OtherExpensesGrp/TotalAmt096018
IRS990/OtherExpensesGrp/TotalAmt1806
IRS990/OtherExpensesGrp/TotalAmt215
IRS990/OtherLiabilitiesGrp/BOYAmt0639044
IRS990/OtherLiabilitiesGrp/EOYAmt01235645
IRS990/OtherRevenueMiscGrp/BusinessCd0523930
IRS990/OtherRevenueMiscGrp/Desc0K-1 LEMTAG ASSOC. 65-0
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0-443
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt0-443
IRS990/OtherRevenueTotalAmt0-443
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0SPENCER SAX
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0THE FOUNDATION PAYS QUARTERLY ANNUITY PAYMENTS TO THE ANNUITANTS AS A RESULT OF RECEIVING CHARITABLE GIFT ANNUITIES WHICH FACILITATE THE FOUNDATION'S MISSION TO PROVIDE SUPPORT TO THE B'NAI TORAH CONGREGATION.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt04411
IRS990/ProgSrvcAccomActy2Grp/GrantAmt04411
IRS990/ProgSrvcAccomActy3Grp/Desc0THE FOUNDATION PROVIDES FINANCIAL SUPPORT TO B'NAI TORAH CONGREGATION OF BOCA RATON BY CREATING AND INVESTING ENDOWMENT/SUPPORTING FUNDS TO PROVIDE FINANCIAL SUPPORT FOR GENERATIONS TO COME. IN FISCAL YEAR 2013 THE CONGREGATION HAD SUFFICIENT MONIES TO FUND THEIR ACTIVE PROGRAMS AND MAINTENANCE ACTIVITIES. THE FOUNDATION HAD ALLOCATED MONIES TO FUND THE CONGREATION'S FISCAL YEAR 2013 PROGRAMS AND ACTIVITIES HOWEVER THE CONGREGATION CHOSE TO HAVE THE FOUNDATION RETAIN AND INVEST THE EXCESS MONIES FOR EFFICIENT USE OF THE FUNDS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt00
IRS990/ProgSrvcAccomActy3Grp/GrantAmt00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0140044
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0232140
IRS990/PYInvestmentIncomeAmt0231619
IRS990/PYOtherExpensesAmt064345
IRS990/PYOtherRevenueAmt0-16
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt075162
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0296485
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0371647
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0513958
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0599935
IRS990ScheduleA/CertificationInd0X
IRS990ScheduleA/Contribution35ControlledInd00
IRS990ScheduleA/ContributionControllerInd00
IRS990ScheduleA/ContributionFamilyInd00
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0591713099
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc01
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10B'NAI TORAH CONGREGATION OF BOCA RATON INC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd01
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt00
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
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01098645
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1137000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0UNREALIZED GAIN ON INVESTMENTS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO B'NAI TORAH CONGREGATION
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt01235645
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt014780
IRS990ScheduleI/RecipientTable/CashGrantAmt15520
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0ENDOWMENT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1SCHOLARSHIP
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2SCHOLARSHIP
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10CAMP RAMAH DAROM
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine11VARIOUS
IRS990ScheduleI/RecipientTable/RecipientEIN0582146741
IRS990ScheduleI/RecipientTable/USAddress/AddressLine106400 POWERS FERRY ROAD STE 215
IRS990ScheduleI/RecipientTable/USAddress/City0ATLANTA
IRS990ScheduleI/RecipientTable/USAddress/State0GA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode030339
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PRESIDENT AND THE TREASURER CONDUCT A MEETING WITH THE FOUNDATION'S ACCOUNTANT TO REVIEW THE FOUNDATION'S TAX RETURN BEFORE THE RETURN IS FILED TO ENSURE A COMPLETE AND ACCURATE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1B'NAI TORAH FOUNDATION'S BOARD MEMBERS MEET QUARTERLY TO DISCUSS AND REVIEW CONFLICT OF INTEREST POLICY TO MAKE SURE IT IS ENFORCED. MINUTES ARE TAKEN AT ALL MEETINGS ACCORDINGLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2B'NAI TORAH FOUNDATION'S BOARD MEMBERS MEET QUARTERLY TO DISCUSS AND REVIEW GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS. MINUTES ARE TAKEN AT ALL MEETINGS AND DISTRIBUTED TO EACH FOUNDATION BOARD MEMBER AND RECORDED IN THE OFFICE AT THE B'NAI TORAH CONGREGATION. ALL RECORDS ARE AVAILABLE UPON REQUEST TO ALL CONGREGATION MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3B'NAI TORAH CONGREGATION, EIN 59-1713099, IS THE SUPPORTED ORGANIZATION OF THE B'NAI TORAH FOUNDATION. THE B'NAI TORAH FOUNDATION PROVIDES FINANCIAL SUPPORT TO THE B'NAI TORAH CONGREGATION BY CREATING ENDOWMENT AND SUPPORTING FUNDS AND INVESTING THE MONIES FOR GROWTH. THESE FUNDS ARE USED TO SUPPORT THE CONGREGATION'S RELIGIOUS PROGRAMS, MAINTENANCE AND OTHER ACTIVITIES. IN FISCAL YEAR 2013, THE CONGREGATION HAD SUFFICIENT FREE FUNDS TO SUPPORT THEIR ACTIVITIES AND PER THE CONGREGATION'S REQUEST, MONIES SET ASIDE BY THE FOUNDATION FOR ALLOCATION TO THE CONGREATION WERE INSTEAD REINVESTED.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3SCHEDULE A, PART I, LINE 11H
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt05415000
IRS990/TotalAssetsEOYAmt06525558
IRS990/TotalAssetsGrp/BOYAmt05415000
IRS990/TotalAssetsGrp/EOYAmt06525558
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0473481
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt096018
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt044329
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt024711
IRS990/TotalFunctionalExpensesGrp/TotalAmt0165058
IRS990/TotalGrossUBIAmt0-443
IRS990/TotalLiabilitiesBOYAmt0639044
IRS990/TotalLiabilitiesEOYAmt01235645
IRS990/TotalLiabilitiesGrp/BOYAmt0639044
IRS990/TotalLiabilitiesGrp/EOYAmt01235645
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04775956
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05289913
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt024711
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0205978
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0679016
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0-443
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt05415000
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt06525558
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt04775956
IRS990/UnrestrictedNetAssetsGrp/EOYAmt05289913
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine106261 SW 18 STREET
IRS990/USAddress/City0BOCA RATON
IRS990/USAddress/State0FL
IRS990/USAddress/ZIPCode033433
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0WWW.BNAI-TORAH.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN LIPPY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05613928566
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-12-09
ReturnHeader/Filer/BusinessName/BusinessNameLine10B'NAI TORAH FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0BNAI
ReturnHeader/Filer/EIN0650276400
ReturnHeader/Filer/PhoneNum05613928566
ReturnHeader/Filer/USAddress/AddressLine106261 SW 18 STREET
ReturnHeader/Filer/USAddress/City0BOCA RATON
ReturnHeader/Filer/USAddress/State0FL
ReturnHeader/Filer/USAddress/ZIPCode033433
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0592122459
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10JD GILBERT & COMPANY CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10350 JIM MORAN BLVD STE 220
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0DEERFIELD BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode033442
ReturnHeader/PreparerPersonGrp/PhoneNum09544191000
ReturnHeader/PreparerPersonGrp/PreparationDt02014-12-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOUGLAS T WALKER
ReturnHeader/ReturnTs02014-12-10T11:02:07-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$9.02$0.00$9.02$0.91$0.51$0.40
2024Detailed filing. Detailed filing data is available for this year.$8.63$0.00$8.63$1.03$0.48$0.55
2023Detailed filing. Detailed filing data is available for this year.$8.07$0.00$8.07$0.49$0.55$0.06
2022Detailed filing. Detailed filing data is available for this year.$8.13$0.00$8.13$1.03$0.50$0.52
2021Detailed filing. Detailed filing data is available for this year.$7.61$0.00$7.61$0.81$0.46$0.35
2020Detailed filing. Detailed filing data is available for this year.$7.26$0.00$7.26$0.50$0.39$0.11
2019Detailed filing. Detailed filing data is available for this year.$7.15$0.00$7.15$0.98$0.46$0.53
2018Detailed filing. Detailed filing data is available for this year.$6.62$0.00$6.62$0.59$0.40$0.20
2017Detailed filing. Detailed filing data is available for this year.$6.43$0.00$6.43$0.78$0.38$0.40
2016Detailed filing. Detailed filing data is available for this year.$6.02$0.00$6.02$0.52$0.38$0.14
2015Detailed filing. Detailed filing data is available for this year.$5.88$0.00$5.88$1.48$0.89$0.59
2014Detailed filing. Detailed filing data is available for this year.$6.53$1.24$5.29$0.68$0.17$0.51
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.42$0.64$4.78$0.30
2012Summary only. Only limited summary data is available for this year.$4.97$0.22$4.75$0.30$0.29$0.01
2011Summary only. Only limited summary data is available for this year.$4.99$0.25$4.74$0.53$0.25$0.28