Civic Intelligence

Beth-El Congregation Endowment No 2 8336734900 / R77065002

990 • Fiscal year 2012 • EIN 75-6171024

Jun 01, 2011 to May 31, 2012 • Filed on Oct 11, 2012

Organization Profile
C/O Jpmorgan Chase Bk10 S DearbornSt No 21 FL60603-2300
Siviq Scores

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

Liabilities / Assets

53rd percentile

0.00x

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

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

49th percentile

0.4%

Faster asset growth than 49% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Up

$212,170

Up $895 (+0.4%) from 2011

Net Assets

Up

$212,170

Up $895 (+0.4%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$9,782

Down $3,658 (-27%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$300K$200K$100K$0Assets 2011: $211,275Liabilities 2011: $0Net Assets 2011: $211,2752011Assets 2012: $212,170Liabilities 2012: $0Net Assets 2012: $212,1702012

Highlighted filing

2012

Assets$212,170
Liabilities$0
Net Assets$212,170
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$15K$10K$5.0K$0Expenses 2011: $13,4402011Expenses 2012: $9,7822012

Highlighted filing

2012

Revenue-
Expenses$9,782
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2011 to May 31, 2012
Signed
Oct 11, 2012
Return Version
2011v1.2
Gross Receipts
$59,151
Filing and Contact Details

Filer

EIN
75-6171024
Raw XML Appendix276 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
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IRS990/ActivitiesConductedPartnership00
IRS990/ActivityOrMissionDescription0SUPPORT OF BETH-EL CONGREGATION MISSION TO FURTHER THE ADVANCEMENT OF REFORM JUDAISM
IRS990/AddressChange0X
IRS990/AddressPrincipalOfficerUS/AddressLine10C/O JPMORGAN CHASE BK10 S DEARBORN
IRS990/AddressPrincipalOfficerUS/AddressLine20ST NO 2
IRS990/AddressPrincipalOfficerUS/City0CHICAGO
IRS990/AddressPrincipalOfficerUS/State0IL
IRS990/AddressPrincipalOfficerUS/ZIPCode0606032300
IRS990/AllOtherContributions03063
IRS990/BenefitsPaidToMembersCY00
IRS990/BenefitsPaidToMembersPriorYear00
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IRS990/CashNonInterestBearing/BOY08388
IRS990/CashNonInterestBearing/EOY03806
IRS990/ChangesToOrganizingDocs00
IRS990/CollectionsOfArt00
IRS990/CompCurrentOfficersDirectors/ManagementAndGeneral01516
IRS990/CompCurrentOfficersDirectors/Total01516
IRS990/CompensationFromOtherSources00
IRS990/CompensationProcessCEO00
IRS990/CompensationProcessOther00
IRS990/ConflictOfInterestPolicy00
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IRS990/ConsolidatedAuditFinancialStmt00
IRS990/ContributionsGrantsCurrentYear03063
IRS990/ContributionsGrantsPriorYear00
IRS990/CreditCounseling00
IRS990/DecisionsSubjectToApproval00
IRS990/DeductibleContributionsOfArt00
IRS990/DeductibleNonCashContributions00
IRS990/DelegationOfManagementDuties00
IRS990/DescribedIn501C301
IRS990/Description0PROVIDE PROGRAM SUPPORT FOR BETH-EL CONGREGATION OF FORT WORTH, TEXAS.
IRS990/DisregardedEntity00
IRS990/DocumentRetentionPolicy00
IRS990/DonorAdvisedFunds00
IRS990/DoNotFollowSFAS1170X
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IRS990/ForeignOffice00
IRS990/Form8282PropertyDisposedOf00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek02.00
IRS990/Form990PartVIISectionA/InstitutionalTrustee0X
IRS990/Form990PartVIISectionA/NamePerson0JPMORGAN CHASE BANK NA
IRS990/Form990PartVIISectionA/OtherCompensation00
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization00
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs00
IRS990/Form990PartVIISectionA/Title0TRUSTEE
IRS990/Form990ProvidedToGoverningBody01
IRS990/FormersListed00
IRS990/FSAudited00
IRS990/FundraisingActivities00
IRS990/FundsToPayPremiums00
IRS990/GainOrLoss/Securities03173
IRS990/Gaming00
IRS990/Grants08212
IRS990/GrantsAndSimilarAmntsCY08212
IRS990/GrantsAndSimilarAmntsPriorYear011833
IRS990/GrantsToDomesticOrgs/ProgramServices08212
IRS990/GrantsToDomesticOrgs/Total08212
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IRS990/GrantsToOrganizations01
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IRS990/GrossAmountSalesAssets/Securities051659
IRS990/GrossReceipts059151
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IRS990/Hospital00
IRS990/IndependentAuditFinancialStmt00
IRS990/IndoorTanningServices00
IRS990/InfoInScheduleOPartVI0X
IRS990/InfoInScheduleOPartXI0X
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IRS990/InvestmentIncome/ExclusionAmount04429
IRS990/InvestmentIncomePriorYear011586
IRS990/InvestmentIncome/TotalRevenueColumn04429
IRS990/InvestmentInJointVenture00
IRS990/InvestmentsPubTradedSecurities/BOY0196386
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IRS990/LessCostOthBasisSalesExpenses/Securities048486
IRS990/LoanToOfficerOrDQP00
IRS990/LobbyingActivities00
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IRS990/MethodOfAccountingCash0X
IRS990/MinutesOfCommittees01
IRS990/MinutesOfGoverningBody01
IRS990/MissionDescription0PROVIDE PROGRAM SUPPORT FOR BETH-EL CONGREGATION OF FORT WORTH, TEXAS.
IRS990/MoreThan5000KToIndividuals00
IRS990/MoreThan5000KToOrganizations00
IRS990/NbrIndependentVotingMembers00
IRS990/NbrVotingGoverningBodyMembers01
IRS990/NbrVotingMembersGoverningBody01
IRS990/NetAssetsOrFundBalancesBOY0211275
IRS990/NetAssetsOrFundBalancesEOY0212170
IRS990/NetGainOrLossInvestments/ExclusionAmount03173
IRS990/NetGainOrLossInvestments/TotalRevenueColumn03173
IRS990/NetUnrelatedBusinessTxblIncome00
IRS990/NoListedPersonsCompensated0X
IRS990/NonDeductibleContributions00
IRS990/NumberFormsTransmittedWith109600
IRS990/NumberIndependentVotingMembers00
IRS990/NumberIndividualsGT100K00
IRS990/NumberOfContractorsGT100K00
IRS990/NumberOfEmployees00
IRS990/NumberW2GIncluded00
IRS990/OfficerEntityWithBsnssRltnshp00
IRS990/OfficerMailingAddress00
IRS990/Organization501c30X
IRS990/OtherExpensePriorYear045
IRS990/OtherExpensesCurrentYear054
IRS990/OtherExpenses/Description0FOREIGN DIVIDEND TAX PA
IRS990/OtherExpenses/ManagementAndGeneral054
IRS990/OtherExpenses/Total054
IRS990/OtherRevenueCurrentYear00
IRS990/OtherRevenuePriorYear00
IRS990/OtherWebsite0X
IRS990/PaidInCapSrplsLandBldgEqpFund/BOY00
IRS990/PaidInCapSrplsLandBldgEqpFund/EOY00
IRS990/PartialLiquidation00
IRS990/PoliticalActivities00
IRS990/PremiumsPaid00
IRS990/PriorExcessBenefitTransaction00
IRS990/ProfessionalFundraising00
IRS990/ProgramServiceRevenueCY00
IRS990/ProgramServiceRevenuePriorYear00
IRS990/ProhibitedTaxShelterTrans00
IRS990/QuidProQuoContributions00
IRS990/ReconcilationOtherChanges012
IRS990/ReconcilationRevenueExpenses0883
IRS990/RelatedEntity00
IRS990/RelatedOrgControlledEntity00
IRS990/ReportFin48Footnote00
IRS990/ReportInvestOthSecurities00
IRS990/ReportLandBldgEquip00
IRS990/ReportOtherAssets00
IRS990/ReportOtherLiabilities00
IRS990/ReportProgRelInvest00
IRS990/RetainedEarningsEndowmentEtc/BOY00
IRS990/RetainedEarningsEndowmentEtc/EOY00
IRS990/RevenuesLessExpensesCY0883
IRS990/RevenuesLessExpensesPriorYear0-1854
IRS990/SalariesEtcCurrentYear01516
IRS990/SalariesEtcPriorYear01562
IRS990/SavingsAndTempCashInvestments/BOY06501
IRS990/SavingsAndTempCashInvestments/EOY022915
IRS990ScheduleA/ContribBy35ControlledEntity00
IRS990ScheduleA/ContribByControllingIndividual00
IRS990ScheduleA/ContributionByRelatedParty00
IRS990ScheduleA/SumOfAmounts08212
IRS990ScheduleA/SupportedOrgInformation/Amount08212
IRS990ScheduleA/SupportedOrgInformation/EIN0750989423
IRS990ScheduleA/SupportedOrgInformation/ListedInGoverningDoc01
IRS990ScheduleA/SupportedOrgInformation/Name/BusinessNameLine10BETH-EL CONGREGATION FORT WORTH TX
IRS990ScheduleA/SupportedOrgInformation/OrganizedInUS01
IRS990ScheduleA/SupportedOrgInformation/SupportedOrganizationNotified01
IRS990ScheduleA/SupportedOrgInformation/TypeOfOrganization01
IRS990ScheduleA/SupportingOrg509a3Type3Other0X
IRS990ScheduleA/SupportingOrganization509a30X
IRS990ScheduleA/TotalNumberOfSupportedOrgs01
IRS990/ScheduleBRequired00
IRS990ScheduleI/Form990ScheduleIPartIV/Explanation0SCHEDULE I, PART I, LINE 2: TRUST ACCOUNTING RECORDS ARE MAINTAINED IN A DEDICATED TRUST ACCOUNTING SYSTEM. REPORTS ARE REGULARLY OBTAINED FROM THIS SYSTEM. JPMORGAN CHASE BANK, N.A. HAS A DEDICATED ADMINISTRATIVE SERVICES GROUP DESIGNATED AS THE NATIONAL CHARITABLE ACCOUNT ADMINISTRATION GROUP (NCAA). ADMINISTRATORS IN THIS GROUP FOLLOW THE RULES AND REGULATIONS GOVERNING CONTINUITY AND MAINTENANCE OF EXEMPT STATUS WHILE ALSO CARRYING OUT INDIVIDUAL TRUSTOR INTENT. NCAA DUTIES INCLUDE ANNUAL TRUST REVIEW, ISSUING REPORTS, IDENTIFYING CHARITABLE RECIPIENTS, RESEARCHING TAX STATUS OF POTENTIAL CHARITABLE RECIPIENTS, PROVIDING EXPENDITURE RESPONSIBILITY REPORTS AS NEEDED AND MAKING NECESSARY INCOME DISTRIBUTIONS FROM EACH TRUST. THIS TRUST IS SUPPORTED BY NCAA AS WELL AS AN INDIVIDUAL TRUST ADMINISTRATOR.
IRS990ScheduleI/Form990ScheduleIPartIV/Identifier0PROCEDURE FOR MONITORING GRANTS IN THE U.S.:
IRS990ScheduleI/Form990ScheduleIPartIV/ReturnReference0PART I, LINE 2:
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine104900 BRIARHAVEN ROAD
IRS990ScheduleI/RecipientTable/AddressUS/City0FORT WORTH
IRS990ScheduleI/RecipientTable/AddressUS/State0TX
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode076109
IRS990ScheduleI/RecipientTable/AmountOfCashGrant08212
IRS990ScheduleI/RecipientTable/EINOfRecipient0750989423
IRS990ScheduleI/RecipientTable/IRCSection0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrant0PROGRAM SUPPORT
IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine10BETH-EL CONGREGATION
IRS990ScheduleI/RecordsMaintained01
IRS990ScheduleI/TotalNbrOf501C3AndGovtGrants01
IRS990ScheduleI/TotalNbrOfOtherOrganizations00
IRS990/ScheduleJRequired00
IRS990ScheduleO/GeneralExplanation/Explanation0TRUSTEE REVIEWS ALL UNDERLYING MONETARY AND FACTUAL INFORMATION BEFORE IRS FORM 990 IS FILED.
IRS990ScheduleO/GeneralExplanation/Explanation1COPIES OF THE TAX RETURNS ARE AVAILABLE TO THE PUBLIC THROUGH SEVERAL INTERNET WEBSITES SUCH AS GUIDESTAR AND UPON WRITTEN REQUEST.
IRS990ScheduleO/GeneralExplanation/Explanation2AS TRUSTEE, JPMORGAN CHASE BANK, N.A., MAINTAINS A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH THE OFFICERS OF THE SUPPORTED ORGANIZATIONS. THE GOVERNING DOCUMENTS ARE NOT AVAILABLE TO THE GENERAL PUBLIC, BUT HAVE BEEN GIVEN AND ARE AVAILABLE TO ALL INTERESTED PARTIES SUCH AS BENEFICIARIES, TRUSTEES, EXECUTORS, ETC. JPMORGAN CHASE BANK, N.A., DOES NOT HAVE A PUBLIC CONFLICT OF INTEREST POLICY, HOWEVER, THE GOVERNING DOCUMENTS AND STATE LAW IMPOSE LIMITATIONS OF TRUSTEE POWERS THAT JPMORGAN CHASE BANK, N.A., STRICTLY FOLLOWS. FINANCIAL STATEMENTS ARE SENT TO EACH CHARITABLE BENEFICIARY FOR REVIEW AND COMMENT.
IRS990ScheduleO/GeneralExplanation/Explanation3JPMORGAN CHASE BANK, NA - 10 S DEARBORN ST, IL1-0117, CHICAGO, IL 60603-2300.
IRS990ScheduleO/GeneralExplanation/Explanation4MISC ADJUSTMENT - RETURN OF CAPITAL 12. TOTAL TO FORM 990, PART XI, LINE 5: 12.
IRS990ScheduleO/GeneralExplanation/Identifier0CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC
IRS990ScheduleO/GeneralExplanation/Identifier1CHANGES IN NET ASSETS OR FUND BALANCES:
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART VII
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990, PART XI, LINE 5:
IRS990/ScheduleORequired01
IRS990/School00
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IRS990/TaxExemptBonds00
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IRS990/TheBooksAreInCareOf/AddressUS/AddressLine102200 ROSS AVENUE
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IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode0752012787
IRS990/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10JPMORGAN CHASE BANK NA
IRS990/TheBooksAreInCareOf/TelephoneNumber02149653457
IRS990/TotalAssets/BOY0211275
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IRS990/TotalCompGT150K00
IRS990/TotalContributions03063
IRS990/TotalExpensesCurrentYear09782
IRS990/TotalExpensesPriorYear013440
IRS990/TotalFunctionalExpenses/Fundraising00
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IRS990/TotalFunctionalExpenses/Total09782
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IRS990/TotalGrossUBI00
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IRS990/TotalLiabilitiesEOY00
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IRS990/TotalNbrVolunteers00
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IRS990/TotalProfFundrsngExpCY00
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IRS990/TotalReportableCompFrmRltdOrgs00
IRS990/TotalReportableCompFromOrg00
IRS990/TotalRevenueCurrentYear010665
IRS990/TotalRevenue/ExclusionAmount07602
IRS990/TotalRevenuePriorYear011586
IRS990/TotalRevenue/RelatedOrExemptFunctionIncome00
IRS990/TotalRevenue/TotalRevenueColumn010665
IRS990/TotalRevenue/UnrelatedBusinessRevenue00
IRS990/TransactionRelatedEntity00
IRS990/TransfersToExemptNonChrtblOrg00
IRS990/TypeOfOrganizationTrust0X
IRS990/UnrelatedBusinessIncome00
IRS990/UponRequest0X
IRS990/WebSite0N/A
IRS990/WhistleblowerPolicy00
IRS990/YearFormation01972
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0756171024
ReturnHeader/Filer/Name/BusinessNameLine10BETH-EL CONGREGATION ENDOWMENT NO 2 R77065002
ReturnHeader/Filer/NameControl0BETH
ReturnHeader/Filer/Phone03127321094
ReturnHeader/Filer/USAddress/AddressLine10C/O JPMORGAN CHASE BK10 S DEARBORN
ReturnHeader/Filer/USAddress/AddressLine20ST NO 21 FL
ReturnHeader/Filer/USAddress/City0CHICAGO
ReturnHeader/Filer/USAddress/State0IL
ReturnHeader/Filer/USAddress/ZIPCode0606032300
ReturnHeader/Officer/DateSigned02012-10-11
ReturnHeader/Officer/Name0JACK L UDOVICH
ReturnHeader/Officer/Phone03127321094
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02011-06-01
ReturnHeader/TaxPeriodEndDate02012-05-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-09-17T12:16:29-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$212,170
Liabilities
$0
Net assets
$212,170
Revenue
-
Expenses
$9,782
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.12$0.00$2.12$0.10
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.11$0.00$2.11$0.13
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2012 filings • 501(c)3 • <$500k nonprofits