Civic Intelligence

Congregation B'Nai Israel of Baton Rouge Foundation

990 • Fiscal year 2023 • EIN 72-1436002

Jan 01, 2023 to Dec 31, 2023 • Filed on Mar 12, 2024

Organization ProfileN/A
3354 Kleinert AveBaton Rouge, LA 70806

(225) 931-1971

Siviq Scores

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

Liabilities / Assets

76th percentile

0.32x

Higher debt load relative to assets than 76% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

95th percentile

3.56x

Higher debt load relative to revenue than 95% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

2nd percentile

-166%

Higher net margin than 2% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

54th percentile

5.8%

Faster asset growth than 54% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets76th percentile

Assets

Up

$2,555,345

Up $140,674 (+5.8%) from 2022

Net Assets

Down

$1,739,112

Down $379,837 (-18%) from 2022

Liabilities

Up

$816,233

Up $520,511 (+176%) from 2022

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin2nd percentile

Revenue

Up

$228,970

Up $422,193 (+219%) from 2022

Expenses

Up

$608,807

Up $545,695 (+865%) from 2022

Net Income

Down

-$379,837

Down $123,502 (-48%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $1,284,067Liabilities 2010: $229,627Net Assets 2010: $1,054,4402010Assets 2011: $1,316,280Liabilities 2011: $226,880Net Assets 2011: $1,089,4002011Assets 2012: $1,426,223Liabilities 2012: $240,913Net Assets 2012: $1,185,3102012Assets 2013: $1,553,450Liabilities 2013: $201,716Net Assets 2013: $1,351,7342013Assets 2014: $1,647,752Liabilities 2014: $210,885Net Assets 2014: $1,436,8672014Assets 2015: $1,589,252Liabilities 2015: $200,207Net Assets 2015: $1,389,0452015Assets 2016: $1,647,846Liabilities 2016: $209,161Net Assets 2016: $1,438,6852016Assets 2017: $1,828,359Liabilities 2017: $233,812Net Assets 2017: $1,594,5472017Assets 2018: $1,786,036Liabilities 2018: $225,466Net Assets 2018: $1,560,5702018Assets 2019: $2,157,537Liabilities 2019: $257,584Net Assets 2019: $1,899,9532019Assets 2020: $2,311,837Liabilities 2020: $279,829Net Assets 2020: $2,032,0082020Assets 2021: $2,701,235Liabilities 2021: $325,951Net Assets 2021: $2,375,2842021Assets 2022: $2,414,671Liabilities 2022: $295,722Net Assets 2022: $2,118,9492022Assets 2023: $2,555,345Liabilities 2023: $816,233Net Assets 2023: $1,739,1122023Assets 2024: $2,295,444Liabilities 2024: $344,489Net Assets 2024: $1,950,9552024

Highlighted filing

2023

Assets$2,555,345
Liabilities$816,233
Net Assets$1,739,112
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500KExpenses 2010: $32,0852010Expenses 2011: $17,2632011Expenses 2012: $26,6242012Revenue 2013: $155,008Expenses 2013: $35,109Net Income 2013: $119,8992013Revenue 2014: $123,514Expenses 2014: $38,381Net Income 2014: $85,1332014Revenue 2015: -$21,578Expenses 2015: $26,244Net Income 2015: -$47,8222015Revenue 2016: $95,884Expenses 2016: $46,244Net Income 2016: $49,6402016Revenue 2017: $211,857Expenses 2017: $55,995Net Income 2017: $155,8622017Revenue 2018: $9,516Expenses 2018: $43,493Net Income 2018: -$33,9772018Revenue 2019: $394,670Expenses 2019: $55,286Net Income 2019: $339,3842019Revenue 2020: $235,637Expenses 2020: $103,582Net Income 2020: $132,0552020Revenue 2021: $387,458Expenses 2021: $44,182Net Income 2021: $343,2762021Revenue 2022: -$193,223Expenses 2022: $63,112Net Income 2022: -$256,3352022Revenue 2023: $228,970Expenses 2023: $608,807Net Income 2023: -$379,8372023Revenue 2024: $243,056Expenses 2024: $31,213Net Income 2024: $211,8432024

Highlighted filing

2023

Revenue$228,970
Expenses$608,807
Net Income-$379,837
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Mar 12, 2024
Return Version
2023v5.1
Gross Receipts
$228,970
Mission and Program Overview

Mission

To support congregation b'nai israel.

To support congregation bnai israel. The foundation is organized for the sole and exclusive purpose of supporting congregation bnai israel.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,398,662$2,530,062▲ $131,400
Rtn Earn Endowment Incm Other Fnds$2,118,949$1,739,112▼ $379,837
Cash and Non-Interest-Bearing Accounts$5,973$14,603▲ $8,630
Investments Other Securities$10,036$10,680▲ $644
Total Assets$2,414,671$2,555,345▲ $140,674
Liabilities
Other Liabilities$295,722$816,233▲ $520,511
Total Liabilities$295,722$816,233▲ $520,511
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,118,949$1,739,112▼ $379,837
Total Liabilities and Net Assets / Fund Balance$2,414,671$2,555,345▲ $140,674

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$2,118,950---$2,118,950
2022$2,375,285$13,662▼ $206,885$42,900$2,118,950
2021$2,032,009$2,150▲ $385,308$27,535$2,375,285
2020$1,899,954$53,703▲ $181,934$86,322$2,032,009
2019$1,560,570$159,599▲ $235,071$39,091$1,899,954
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Jack DampfChairman
Jacob KantrowVice Chairman
Barry BlumbergTrustee
David S RubinTrustee
Deborah SternbergTrustee
Lee BergTrustee
Mitch RaynerTrustee
Ralph BenderTrustee
Richard a LipseyTrustee
Steve CavalierTrustee
Lisa BinderSecretary
Janet BonaventureTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$68,591
Program Service Revenue
$0
Investment Income
$160,379
Other Revenue
$0
All Other Contributions
$68,591
Change in Net Assets
$-379,837
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$608,807
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$596,739$0$0$596,739
Fees for Service Investment Mgmnt Fees$9,214$0$0$9,214
Fees for Services Accounting$2,854$0$0$2,854
Total Functional Expenses$608,807$0$0$608,807
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
Loan From Braf$500,000
Due Cong Bnai-zell Family$316,233
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
Filing and Contact Details

Filer

Filer Name
Ujcbr Foundation
EIN
72-1436002
Phone
2259311971
Address
3354 KLEINERT AVE, BATON ROUGE, LA 70806

Signing Officer

Name
Janet Bonaventure
Title
Treasurer
Phone
2259311971
Signed
2024-03-12
Discuss with paid preparer
Yes

Organization Details

Formed
1999
Legal Domicile
La
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
0

Preparer

Firm
The Levy Company
Address
412 N 4TH ST STE 200, BATON ROUGE, LA 70802
Preparer
Gus Levy
Phone
2253435123
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“Tax return is reviewed by a member of the board before filing”

Pt VI, Line 18

“Copy of return is provided upon written request.”

Pt XI

“PRIOR YEAR ROUNDING”

Financial Statement Notes

Pt V, Line 4

“To support congregation bnai israel. The foundation is organized for the sole and exclusive purpose of supporting congregation bnai israel.”

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Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,555,345
Liabilities
$816,233
Net assets
$1,739,112
Revenue
$228,970
Expenses
$608,807
Net income
-$379,837
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.30$0.34$1.95$0.24$0.03$0.21
2023Detailed filing. Detailed filing data is available for this year.$2.56$0.82$1.74$0.23$0.61$0.38
2022Detailed filing. Detailed filing data is available for this year.$2.41$0.30$2.12$0.19$0.06$0.26
2021Detailed filing. Detailed filing data is available for this year.$2.70$0.33$2.38$0.39$0.04$0.34
2020Detailed filing. Detailed filing data is available for this year.$2.31$0.28$2.03$0.24$0.10$0.13
2019Detailed filing. Detailed filing data is available for this year.$2.16$0.26$1.90$0.39$0.06$0.34
2018Detailed filing. Detailed filing data is available for this year.$1.79$0.23$1.56$0.01$0.04$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.83$0.23$1.59$0.21$0.06$0.16
2016Detailed filing. Detailed filing data is available for this year.$1.65$0.21$1.44$0.10$0.05$0.05
2015Summary only. Only limited summary data is available for this year.$1.59$0.20$1.39$0.02$0.03$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.65$0.21$1.44$0.12$0.04$0.09
2013Detailed filing. Detailed filing data is available for this year.$1.55$0.20$1.35$0.16$0.04$0.12
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.43$0.24$1.19$0.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.32$0.23$1.09$0.02
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.28$0.23$1.05$0.03