Civic Intelligence

Joseph R Narot Endowment Fund Inc.

990 • Fiscal year 2017 • EIN 65-0565251

Jul 01, 2016 to Jun 30, 2017 • Filed on Jul 27, 2017

Organization ProfileWWW.TEMPLEISRAEL.NET
137 NE 19 StreetMiami, FL 33132

(305) 573-5900

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

14th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

35th percentile

-1.5%

Higher net margin than 35% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

43rd percentile

1.0%

Faster asset growth than 43% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

89th percentile

65%

Faster revenue growth than 89% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$3,662,136

Up $36,698 (+1.0%) from 2016

Net Assets

Up

$3,662,136

Up $44,288 (+1.2%) from 2016

Liabilities

Down

$0

Down $7,590 (-100%) from 2016

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin35th percentile

Revenue

Up

$299,557

Up $117,512 (+65%) from 2016

Expenses

Up

$303,969

Up $60,341 (+25%) from 2016

Net Income

Up

-$4,412

Up $57,171 (+93%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $3,910,368Liabilities 2011: $10,385Net Assets 2011: $3,899,9832011Assets 2012: $3,805,924Liabilities 2012: $10,385Net Assets 2012: $3,795,5392012Assets 2013: $3,759,133Liabilities 2013: $11,385Net Assets 2013: $3,747,7482013Assets 2014: $3,681,306Liabilities 2014: $11,385Net Assets 2014: $3,669,9212014Assets 2015: $3,668,468Liabilities 2015: $11,385Net Assets 2015: $3,657,0832015Assets 2016: $3,625,438Liabilities 2016: $7,590Net Assets 2016: $3,617,8482016Assets 2017: $3,662,136Liabilities 2017: $0Net Assets 2017: $3,662,1362017Assets 2018: $3,712,251Liabilities 2018: $0Net Assets 2018: $3,712,2512018Assets 2019: $3,744,458Liabilities 2019: $0Net Assets 2019: $3,744,4582019Assets 2020: $3,776,887Liabilities 2020: $0Net Assets 2020: $3,776,8872020Assets 2021: $4,231,728Liabilities 2021: $0Net Assets 2021: $4,231,7282021Assets 2022: $4,105,685Liabilities 2022: $0Net Assets 2022: $4,105,6852022Assets 2023: $4,257,316Liabilities 2023: $0Net Assets 2023: $4,257,3162023Assets 2024: $4,459,957Liabilities 2024: $0Net Assets 2024: $4,459,9572024Assets 2025: $4,508,607Liabilities 2025: $0Net Assets 2025: $4,508,6072025

Highlighted filing

2017

Assets$3,662,136
Liabilities$0
Net Assets$3,662,136
Open 2017 Filing

Operations Trend

Revenue Growth89th percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $271,442Expenses 2011: $409,410Net Income 2011: -$137,9682011Revenue 2012: $236,202Expenses 2012: $341,368Net Income 2012: -$105,1662012Expenses 2013: $363,9712013Revenue 2014: $201,398Expenses 2014: $304,684Net Income 2014: -$103,2862014Revenue 2015: $229,603Expenses 2015: $243,778Net Income 2015: -$14,1752015Revenue 2016: $182,045Expenses 2016: $243,628Net Income 2016: -$61,5832016Revenue 2017: $299,557Expenses 2017: $303,969Net Income 2017: -$4,4122017Revenue 2018: $236,788Expenses 2018: $215,870Net Income 2018: $20,9182018Revenue 2019: $197,936Expenses 2019: $241,670Net Income 2019: -$43,7342019Revenue 2020: $146,663Expenses 2020: $202,567Net Income 2020: -$55,9042020Revenue 2021: $432,098Expenses 2021: $206,711Net Income 2021: $225,3872021Revenue 2022: $313,948Expenses 2022: $206,959Net Income 2022: $106,9892022Revenue 2023: $315,872Expenses 2023: $220,881Net Income 2023: $94,9912023Revenue 2024: $232,507Expenses 2024: $219,258Net Income 2024: $13,2492024Revenue 2025: $332,197Expenses 2025: $342,532Net Income 2025: -$10,3352025

Highlighted filing

2017

Revenue$299,557
Expenses$303,969
Net Income-$4,412
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jul 27, 2017
Return Version
2016v3.0
Gross Receipts
$500,331
Mission and Program Overview

Mission

Support for temple israel of greater miami

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$2,873,049$2,873,049→ $0
Investments Other Securities$676,931$757,656▲ $80,725
Cash and Non-Interest-Bearing Accounts$72,583$28,533▼ $44,050
Total Assets$3,625,438$3,662,136▲ $36,698
Other Assets Total$2,875$2,898▲ $23
Liabilities
Grants Payable$7,590--
Total Liabilities$7,590$0▼ $7,590
Net Assets / Fund Balance
Unrestricted Net Assets$3,617,848$3,662,136▲ $44,288
Total Net Assets Fund Balance$3,617,848$3,662,136▲ $44,288
Total Liabilities and Net Assets / Fund Balance$3,625,438$3,662,136▲ $36,698

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$757,656--
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Peter BermontChairman/trustee
Michael OrovitzSec/treasurer/trustee
Doug JacobsTrustee
Elizabeth SchwartzTrustee
Gerald SchwartzTrustee
Henry Wolfe JrTrustee
Jane Kahn JacobsTrustee
John KanterTrustee
Marsha ElserTrustee
Neil RollnickTrustee
Richard MilsteinTrustee
Robert GlazierTrustee
Stanley G TateTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$107,590
Program Service Revenue
$0
Investment Income
$191,967
Other Revenue
$0
All Other Contributions
$107,590
Change in Net Assets
$-4,412
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$303,883
Other Expenses$86
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$303,883--$303,883
Other Expenses-$86-$86
Total Functional Expenses$303,883$86$0$303,969
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Temple Israel of Greater MiamiMiami, FL501(c)(3)Support of Temple Israel of Greater Miami$303,883
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
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
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 11B

“A copy of form 990 is distributed to the governing body for review prior to its filing. Any changes are referred back for revision.”

Form 990, Part VI, Section C, Line 19

“Upon request, any person may review the financial statement by appointment with the chairman of the board.”

Filing and Contact Details

Filer

Filer Name
Joseph R Narot Fund Inc
EIN
65-0565251
Phone
3055735900
Address
137 NE 19 STREET, MIAMI, FL 33132

Signing Officer

Name
Peter Bermont
Title
Chairman
Phone
3055735900
Signed
2017-07-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Peter Bermont
Formed
1992
Legal Domicile
Fl
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
0

Preparer

Firm
Rosenbaum Sobel LLC
Address
900 S PINE ISLAND ROAD 220, PLANTATION, FL 33324
Preparer
Cynthia S Sobel CPA
Phone
9547448440
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“The oversight process or selection process has not changed from the previous year.”

Raw XML AppendixShowing 400 of 423 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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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/OtherSecuritiesGrp/BookValueAmt0757656
IRS990ScheduleD/OtherSecuritiesGrp/Desc0PUBLICLY TRADED SECURITIES
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0757656
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0303883
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUPPORT OF TEMPLE ISRAEL OF GREATER MIAMI
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0TEMPLE ISRAEL OF GREATER MIAMI
IRS990ScheduleI/RecipientTable/RecipientEIN0590683270
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0137 NE 19 ST
IRS990ScheduleI/RecipientTable/USAddress/CityNm0MIAMI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0FL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd033132
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0ALL INVESTMENT INCOME IS DISTRIBUTED AS GRANTS TO TEMPLE ISRAEL OF GREATER MIAMI. THEREFORE, A SCHEDULE IS MAINTAINED OF ALL THE EARNINGS AND THEN THEY ARE DISTRIBUTED. IN ADDITION, OTHER REQUESTS FOR GRANTS FROM TEMPLE ISRAEL OF GREATER MIAMI ARE REVIEWED FOR APPROVAL BY THE COMMITTEE AND ARE THEN ANALYZED TO MAKE SURE THEY ARE USED PROPERLY.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF FORM 990 IS DISTRIBUTED TO THE GOVERNING BODY FOR REVIEW PRIOR TO ITS FILING. ANY CHANGES ARE REFERRED BACK FOR REVISION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UPON REQUEST, ANY PERSON MAY REVIEW THE FINANCIAL STATEMENT BY APPOINTMENT WITH THE CHAIRMAN OF THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE OVERSIGHT PROCESS OR SELECTION PROCESS HAS NOT CHANGED FROM THE PREVIOUS YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XII, LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0TEMPLE ISREAL OF GREATER MIAMI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0590683270
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0JEWISH PLACE OF WORSHIP
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0SEC 170(B)(1)(A)(I)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0137 NE 19 ST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0MIAMI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd033132
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd01
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03625438
IRS990/TotalAssetsEOYAmt03662136
IRS990/TotalAssetsGrp/BOYAmt03625438
IRS990/TotalAssetsGrp/EOYAmt03662136
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0107590
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt086
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0303883
IRS990/TotalFunctionalExpensesGrp/TotalAmt0303969
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt07590
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt07590
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03617848
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03662136
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0303883
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt09356
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0182611
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0299557
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03625438
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03662136
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt03617848
IRS990/UnrestrictedNetAssetsGrp/EOYAmt03662136
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0137 NE 19 STREET
IRS990/USAddress/CityNm0MIAMI
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd033132
IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt013
IRS990/WebsiteAddressTxt0WWW.TEMPLEISRAEL.NET
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PETER BERMONT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum03055735900
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-07-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOSEPH R NAROT FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0JOSE
ReturnHeader/Filer/EIN0650565251
ReturnHeader/Filer/PhoneNum03055735900
ReturnHeader/Filer/USAddress/AddressLine1Txt0137 NE 19 STREET

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,662,136
Liabilities
$0
Net assets
$3,662,136
Revenue
$299,557
Expenses
$303,969
Net income
-$4,412
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.51$0.00$4.51$0.33$0.34$0.01
2024Detailed filing. Detailed filing data is available for this year.$4.46$0.00$4.46$0.23$0.22$0.01
2023Detailed filing. Detailed filing data is available for this year.$4.26$0.00$4.26$0.32$0.22$0.09
2022Detailed filing. Detailed filing data is available for this year.$4.11$0.00$4.11$0.31$0.21$0.11
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.23$0.00$4.23$0.43$0.21$0.23
2020Detailed filing. Detailed filing data is available for this year.$3.78$0.00$3.78$0.15$0.20$0.06
2019Detailed filing. Detailed filing data is available for this year.$3.74$0.00$3.74$0.20$0.24$0.04
2018Detailed filing. Detailed filing data is available for this year.$3.71$0.00$3.71$0.24$0.22$0.02
2017Detailed filing. Detailed filing data is available for this year.$3.66$0.00$3.66$0.30$0.30$0.00
2016Detailed filing. Detailed filing data is available for this year.$3.63$0.01$3.62$0.18$0.24$0.06
2015Detailed filing. Detailed filing data is available for this year.$3.67$0.01$3.66$0.23$0.24$0.01
2014Detailed filing. Detailed filing data is available for this year.$3.68$0.01$3.67$0.20$0.30$0.10
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.76$0.01$3.75$0.36
2012Summary only. Only limited summary data is available for this year.$3.81$0.01$3.80$0.24$0.34$0.11
2011Summary only. Only limited summary data is available for this year.$3.91$0.01$3.90$0.27$0.41$0.14