Civic Intelligence

Beth-El Congregation Endowment

990 • Fiscal year 2023 • EIN 87-3766944

Jul 01, 2022 to Jun 30, 2023 • Filed on Jun 06, 2023

Organization Profile
4900 Briarhaven RdFort Worth, TX 76109

(817) 332-7141

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$9,417,650

Up $70,994 (+0.8%) from 2022

Net Assets

Up

$9,417,650

Up $70,994 (+0.8%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses

Revenue

Down

$467,854

Down $10,156,798 (-96%) from 2022

Expenses

Up

$1,046,888

Up $894,500 (+587%) from 2022

Net Income

Down

-$579,034

Down $11,051,298 (-106%) from 2022

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2022: $9,346,656Liabilities 2022: $0Net Assets 2022: $9,346,6562022Assets 2023: $9,417,650Liabilities 2023: $0Net Assets 2023: $9,417,6502023Assets 2024: $10,686,514Liabilities 2024: $0Net Assets 2024: $10,686,5142024

Highlighted filing

2023

Assets$9,417,650
Liabilities$0
Net Assets$9,417,650
Open 2023 Filing

Operations Trend

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

$15M$10M$5.0M$0-$5.0MRevenue 2022: $10,624,652Expenses 2022: $152,388Net Income 2022: $10,472,2642022Revenue 2023: $467,854Expenses 2023: $1,046,888Net Income 2023: -$579,0342023Revenue 2024: $590,596Expenses 2024: $458,189Net Income 2024: $132,4072024

Highlighted filing

2023

Revenue$467,854
Expenses$1,046,888
Net Income-$579,034
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Jun 6, 2023
Return Version
2022v5.0
Gross Receipts
$2,354,243
Mission and Program Overview

Mission

The primary purpose of the organization is to hold, manage, solicit, receive, administer and invest property for the exclusive use, benefit, and support of the beth-el congregation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$9,212,677$9,296,514▲ $83,837
Savings and Temporary Cash Investments$133,979$121,136▼ $12,843
Total Assets$9,346,656$9,417,650▲ $70,994
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$9,346,656$9,417,650▲ $70,994
Total Net Assets Fund Balance$9,346,656$9,417,650▲ $70,994
Total Liabilities and Net Assets / Fund Balance$9,346,656$9,417,650▲ $70,994

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$9,346,656$53,333▲ $1,064,549-$9,417,650
2022-$10,604,979▼ $1,105,935-$9,346,656
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jeff KaitcerDirector
Julie DiamondDirector
Robert SimonDirector
Russ SchultzDirector
Ben RosenthalDirector/pre
Marc SloterDirector/sec
David EbersteinDirector/tre
Revenue and Support

Revenue Composition

Contributions and Grants
$53,333
Program Service Revenue
$0
Investment Income
$414,521
Other Revenue
$0
Change in Net Assets
$-579,034
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$987,443
Other Expenses$59,445
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$987,443--$987,443
Fees for Service Investment Mgmnt Fees-$59,445-$59,445
Total Functional Expenses$987,443$59,445$0$1,046,888
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Beth-el CongregationFort Worth, TX501c3As Stated by Funds$987,443
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
No
Annual disclosure for covered persons
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“The form 990 is prepared by an outside accounting firm and provided to management for its initial review. After management has resolved any outstanding questions and issues, the return is prepared for filing with the irs. It is provided to all members of the board of directors for their final review prior to filing with the irs.”

Form 990, Page 6, Part VI, Line 12C

“The officers, directors and key employees are required to disclose interests that could give rise to conflicts annually.”

Form 990, Page 6, Part VI, Line 19

“Governing documents may be requested from the organization's principal officer.”

Filing and Contact Details

Filer

Filer Name
Beth-el Congregation Endowment
EIN
87-3766944
Phone
8173327141
Address
4900 BRIARHAVEN RD, FORT WORTH, TX 76109

Signing Officer

Name
Ben Rosenthal
Title
Director/president
Phone
8172711280
Signed
2023-06-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ben Rosenthal
Formed
2021
Legal Domicile
TX
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
9

Preparer

Firm
Sommerville & Associates Pc
Address
2726 MATLOCK RD, ARLINGTON, TX 76015
Preparer
Elaine L Sommerville CPA
Phone
8177955046
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“Beth-el congregation has created the beth-el congregation endowment to hold all of the congregation's current and future funds that are either received by the congregation and are donor restricted or are restricted to purposes as defined by the congregation. There are three primary funds established within the endowment. The events fund will receive contributions and provide funds to advance reform judaism and meet cultural, religious, edcational, and social needs of the congregation. The education fund is to provide funds to assist in supporting a position of director of education within the congregation's activities. The operating fund is to assist the congregation with general operating expenses and to assist in providing for unusual or unexpected expenses of the congregation. The general designated gifts fund will allow the endowment to hold funds for specialized purposes as defined and directed by the congregation and its donors.”

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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0BETH-EL CONGREGATION HAS CREATED THE BETH-EL CONGREGATION ENDOWMENT TO HOLD ALL OF THE CONGREGATION'S CURRENT AND FUTURE FUNDS THAT ARE EITHER RECEIVED BY THE CONGREGATION AND ARE DONOR RESTRICTED OR ARE RESTRICTED TO PURPOSES AS DEFINED BY THE CONGREGATION. THERE ARE THREE PRIMARY FUNDS ESTABLISHED WITHIN THE ENDOWMENT. THE EVENTS FUND WILL RECEIVE CONTRIBUTIONS AND PROVIDE FUNDS TO ADVANCE REFORM JUDAISM AND MEET CULTURAL, RELIGIOUS, EDCATIONAL, AND SOCIAL NEEDS OF THE CONGREGATION. THE EDUCATION FUND IS TO PROVIDE FUNDS TO ASSIST IN SUPPORTING A POSITION OF DIRECTOR OF EDUCATION WITHIN THE CONGREGATION'S ACTIVITIES. THE OPERATING FUND IS TO ASSIST THE CONGREGATION WITH GENERAL OPERATING EXPENSES AND TO ASSIST IN PROVIDING FOR UNUSUAL OR UNEXPECTED EXPENSES OF THE CONGREGATION. THE GENERAL DESIGNATED GIFTS FUND WILL ALLOW THE ENDOWMENT TO HOLD FUNDS FOR SPECIALIZED PURPOSES AS DEFINED AND DIRECTED BY THE CONGREGATION AND ITS DONORS.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE INTERESTS THAT COULD GIVE RISE TO CONFLICTS ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS MAY BE REQUESTED FROM THE ORGANIZATION'S PRINCIPAL OFFICER.
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ReturnHeader/TaxPeriodBeginDt02022-07-01
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ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$9,417,650
Liabilities
$0
Net assets
$9,417,650
Revenue
$467,854
Expenses
$1,046,888
Net income
-$579,034
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$10.7$0.00$10.7$0.59$0.46$0.13
2023Detailed filing. Detailed filing data is available for this year.$9.42$0.00$9.42$0.47$1.05$0.58
2022Detailed filing. Detailed filing data is available for this year.$9.35$0.00$9.35$10.6$0.15$10.5