Civic Intelligence

Beth-El Congregation Endowment

990 • Fiscal year 2022 • EIN 87-3766944

Jul 01, 2021 to Jun 30, 2022 • Filed on Jun 06, 2024

Organization Profile
4900 Briarhaven RdFort Worth, TX 76109

(817) 332-7141

Siviq Scores

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

Liabilities / Assets

5th percentile

0.00x

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

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

5th percentile

0.00x

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

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Net Margin

99th percentile

99%

Higher net margin than 99% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

14th percentile

$0

Higher top officer pay than 14% of similar nonprofits.

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

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Balance Sheet
Liabilities / Assets5th percentile

Assets

$9,346,656

No earlier filing loaded for comparison.

Net Assets

$9,346,656

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue5th percentileNet Margin99th percentile

Revenue

$10,624,652

No earlier filing loaded for comparison.

Expenses

$152,388

No earlier filing loaded for comparison.

Net Income

$10,472,264

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

2022

Assets$9,346,656
Liabilities$0
Net Assets$9,346,656
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2022

Revenue$10,624,652
Expenses$152,388
Net Income$10,472,264
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Jun 6, 2024
Return Version
2021v4.0
Gross Receipts
$11,581,617
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-
Savings and Temporary Cash Investments-$133,979-
Total Assets$0$9,346,656▲ $9,346,656
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions-$9,346,656-
Total Net Assets Fund Balance$0$9,346,656▲ $9,346,656
Total Liabilities and Net Assets / Fund Balance$0$9,346,656▲ $9,346,656

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022-$10,604,979▼ $1,105,935-$9,346,656
Compensation and Service Providers
Top Officer Pay14th percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$10,604,979
Program Service Revenue
$0
Investment Income
$19,673
Other Revenue
$0
Change in Net Assets
$10,472,264

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported Amount
Other Non Cash Contri Table1$10,285,235
Total Noncash Contributions1$10,285,235
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$150,000
Other Expenses$2,388
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$150,000--$150,000
Fees for Service Investment Mgmnt Fees-$2,388-$2,388
Total Functional Expenses$150,000$2,388$0$152,388
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Beth-el CongregationFort Worth, TX501c3As Stated by Funds$150,000
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
2024-06-06
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
3030 MATLOCK RD STE 201, ARLINGTON, TX 76015-2936
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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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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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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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS SPECIFIC PURPOSES REGARDING THE USE OF ITS FUNDS AS DEFINED IN ITS BYLAWS. THE ADMINISTRATION OF THE GRANTS IS OVERSEEN BY THE BOARD OF DIRECTORS TO CONFIRM THAT ANY GRANT FULFILLS ONE OF THE STATED PURPOSES OF THE ORGANIZATION IN ALIGNMENT WITH THE PURPOSES OF THE ORGANIZATION'S SUPPORTED ORGANIZATION.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 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.
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/PreparerPersonGrp/PreparationDt02024-06-06
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ReturnHeader/ReturnTs02024-06-06T10:41:24-04:00
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ReturnHeader/TaxPeriodBeginDt02021-11-08
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,346,656
Liabilities
$0
Net assets
$9,346,656
Revenue
$10,624,652
Expenses
$152,388
Net income
$10,472,264
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