Civic Intelligence

Beth-El Congregation Endowment

990 • Fiscal year 2024 • EIN 87-3766944

Jul 01, 2023 to Jun 30, 2024 • Filed on Apr 28, 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.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

5th percentile

0.00x

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

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

74th percentile

22%

Higher net margin than 74% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2024

Asset Growth

Score unavailable

No value available

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

Source year 2024

Revenue Growth

Score unavailable

No value available

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

Source year 2024

Balance Sheet
Liabilities / Assets5th percentile

Assets

Up

$10,686,514

Up $1,268,864 (+13%) from 2023

Net Assets

Up

$10,686,514

Up $1,268,864 (+13%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue5th percentileNet Margin74th percentile

Revenue

Up

$590,596

Up $122,742 (+26%) from 2023

Expenses

Down

$458,189

Down $588,699 (-56%) from 2023

Net Income

Up

$132,407

Up $711,441 (+123%) from 2023

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

2024

Assets$10,686,514
Liabilities$0
Net Assets$10,686,514
Open 2024 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

2024

Revenue$590,596
Expenses$458,189
Net Income$132,407
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Apr 28, 2024
Return Version
2023v6.0
Gross Receipts
$2,022,473
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$9,296,514$10,556,047▲ $1,259,533
Savings and Temporary Cash Investments$121,136$130,467▲ $9,331
Total Assets$9,417,650$10,686,514▲ $1,268,864
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$9,417,650$10,686,514▲ $1,268,864
Total Net Assets Fund Balance$9,417,650$10,686,514▲ $1,268,864
Total Liabilities and Net Assets / Fund Balance$9,417,650$10,686,514▲ $1,268,864

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$9,417,650$278,479▲ $1,448,574-$10,686,514
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
Top Officer PayScore unavailable

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$278,479
Program Service Revenue
$0
Investment Income
$312,117
Other Revenue
$0
Change in Net Assets
$132,407
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$398,457
Other Expenses$59,732
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$398,457--$398,457
Fees for Service Investment Mgmnt Fees-$59,732-$59,732
Total Functional Expenses$398,457$59,732$0$458,189
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Beth-el CongregationFort Worth, TX501c3As Stated by Funds$398,457
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
2024-04-28
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/PreparerPersonGrp/PreparationDt02025-04-28
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ReturnHeader/ReturnTs02025-04-28T11:12:34-04:00
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ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,686,514
Liabilities
$0
Net assets
$10,686,514
Revenue
$590,596
Expenses
$458,189
Net income
$132,407
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