Civic Intelligence

Temple Israel Foundation Trust Fund

990 • Fiscal year 2017 • EIN 94-2533608

Jul 01, 2016 to Jun 30, 2017 • Filed on Sep 12, 2017

Organization ProfileN/A
5105 N El Dorado StreetStockton, CA 95207

(209) 951-8834

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

14th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

87th percentile

37%

Higher net margin than 87% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

51st percentile

3.4%

Faster asset growth than 51% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

62nd percentile

10%

Faster revenue growth than 62% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$1,580,186

Up $52,120 (+3.4%) from 2016

Net Assets

Up

$1,580,186

Up $52,120 (+3.4%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin87th percentile

Revenue

Up

$141,870

Up $13,359 (+10%) from 2016

Expenses

Up

$89,750

Up $1,534 (+1.7%) from 2016

Net Income

Up

$52,120

Up $11,825 (+29%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $1,144,462Liabilities 2011: $0Net Assets 2011: $1,144,4622011Assets 2012: $1,301,704Liabilities 2012: $0Net Assets 2012: $1,301,7042012Assets 2013: $1,370,016Liabilities 2013: $0Net Assets 2013: $1,370,0162013Assets 2014: $1,456,413Liabilities 2014: $0Net Assets 2014: $1,456,4132014Assets 2015: $1,487,771Liabilities 2015: $0Net Assets 2015: $1,487,7712015Assets 2016: $1,528,066Liabilities 2016: $0Net Assets 2016: $1,528,0662016Assets 2017: $1,580,186Liabilities 2017: $0Net Assets 2017: $1,580,1862017Assets 2018: $2,228,774Liabilities 2018: $0Net Assets 2018: $2,228,7742018Assets 2019: $2,192,741Liabilities 2019: $0Net Assets 2019: $2,192,7412019Assets 2020: $2,250,645Liabilities 2020: $0Net Assets 2020: $2,250,6452020Assets 2021: $2,605,994Liabilities 2021: $0Net Assets 2021: $2,605,9942021Assets 2022: $2,717,101Liabilities 2022: $0Net Assets 2022: $2,717,1012022Assets 2023: $2,538,625Liabilities 2023: $0Net Assets 2023: $2,538,6252023Assets 2024: $2,747,505Liabilities 2024: $0Net Assets 2024: $2,747,5052024Assets 2025: $3,007,438Liabilities 2025: $0Net Assets 2025: $3,007,4382025

Highlighted filing

2017

Assets$1,580,186
Liabilities$0
Net Assets$1,580,186
Open 2017 Filing

Operations Trend

Revenue Growth62nd percentile

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

$1.0M$500K$0-$500KRevenue 2011: $50,901Expenses 2011: $41,438Net Income 2011: $9,4632011Revenue 2012: $196,431Expenses 2012: $39,189Net Income 2012: $157,2422012Revenue 2013: $119,702Expenses 2013: $51,390Net Income 2013: $68,3122013Revenue 2014: $152,224Expenses 2014: $65,827Net Income 2014: $86,3972014Revenue 2015: $107,069Expenses 2015: $75,711Net Income 2015: $31,3582015Revenue 2016: $128,511Expenses 2016: $88,216Net Income 2016: $40,2952016Revenue 2017: $141,870Expenses 2017: $89,750Net Income 2017: $52,1202017Revenue 2018: $745,353Expenses 2018: $96,765Net Income 2018: $648,5882018Revenue 2019: $141,557Expenses 2019: $110,747Net Income 2019: $30,8102019Revenue 2020: $179,830Expenses 2020: $121,926Net Income 2020: $57,9042020Revenue 2021: $496,040Expenses 2021: $140,691Net Income 2021: $355,3492021Revenue 2022: $255,857Expenses 2022: $144,750Net Income 2022: $111,1072022Revenue 2023: $13,334Expenses 2023: $191,810Net Income 2023: -$178,4762023Revenue 2024: $340,343Expenses 2024: $131,463Net Income 2024: $208,8802024Revenue 2025: $427,654Expenses 2025: $167,721Net Income 2025: $259,9332025

Highlighted filing

2017

Revenue$141,870
Expenses$89,750
Net Income$52,120
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Sep 12, 2017
Return Version
2016v3.0
Gross Receipts
$554,009
Mission and Program Overview

Mission

The foundation fund financially supports the religious, educational and cultural goals of temple israel.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,528,066$1,580,186▲ $52,120
Investments Program Related$1,511,237$1,555,339▲ $44,102
Cash and Non-Interest-Bearing Accounts$10,405$23,247▲ $12,842
Total Assets$1,528,066$1,580,186▲ $52,120
Other Assets Total$6,424$1,600▼ $4,824
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,528,066$1,580,186▲ $52,120
Total Liabilities and Net Assets / Fund Balance$1,528,066$1,580,186▲ $52,120

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$1,555,339--
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Alan GoldbergChairman
Benjamin KobrinTrustee
Hank KlorTrustee
Jeffery HeiserTrustee
Joel CardelTrustee
Robert KolberTrustee
Steven SchermerhornTrustee
Peter MeyerSecretary
Monty MerrillTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$25,686
Program Service Revenue
$0
Investment Income
$116,184
Other Revenue
$0
All Other Contributions
$25,686
Change in Net Assets
$52,120
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$19,750
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
Benefits to Members$70,000--$70,000
Fees for Service Investment Mgmnt Fees$0$12,603$0$12,603
Insurance$0$6,097$0$6,097
Fees for Services Accounting$0$1,050$0$1,050
Total Functional Expenses$70,000$19,750$0$89,750
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
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
Temple Israel Foundation Fund
EIN
94-2533608
Phone
2099518834
Address
5105 N EL DORADO STREET, STOCKTON, CA 95207

Signing Officer

Name
Alan Goldberg
Title
Chairman
Phone
2099518834
Signed
2017-09-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Alan Goldberg
Formed
1978
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
O B Kleinfeld and Co
Address
949 N CENTER ST SUITE A, STOCKTON, CA 95202-1327
Preparer
Ellis D Miller
Phone
2099486400
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“A proof copy of the complete form 990 tax return was provide to each board member and was reviewed by each board member present at a board meeting prior to filing the form 990 tax return. Each board member signed that they had received the proof copy of the form 990 tax return and that had an opportunity to question the contents of the proof copy before it was finalized and presented for signing and filing.”

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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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IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01528066
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01580186
IRS990/TotalProgramServiceExpensesAmt070000
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0116184
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0141870
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01528066
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01580186
IRS990/TransactionWithControlEntInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt05105 N EL DORADO STREET
IRS990/USAddress/CityNm0STOCKTON
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095207
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ALAN GOLDBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum02099518834
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TEMPLE ISRAEL FOUNDATION FUND
ReturnHeader/Filer/BusinessNameControlTxt0TEMP
ReturnHeader/Filer/EIN0942533608
ReturnHeader/Filer/PhoneNum02099518834
ReturnHeader/Filer/USAddress/AddressLine1Txt05105 N EL DORADO STREET
ReturnHeader/Filer/USAddress/CityNm0STOCKTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095207
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0042AA385F269DFC1DB16077825073419A31C4DBB
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0042AA385F269DFC1DB16077825073419A31C4DBB
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0162.238.80.44
ReturnHeader/FilingSecurityInformation/IPDt02017-11-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm007:06:14
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0O B KLEINFELD AND CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0949 N CENTER ST SUITE A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0STOCKTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0952021327
ReturnHeader/PreparerPersonGrp/PhoneNum02099486400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELLIS D MILLER
ReturnHeader/ReturnTs02017-11-07T07:06:41-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,580,186
Liabilities
$0
Net assets
$1,580,186
Revenue
$141,870
Expenses
$89,750
Net income
$52,120
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.01$0.00$3.01$0.43$0.17$0.26
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.75$0.00$2.75$0.34$0.13$0.21
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.54$0.00$2.54$0.01$0.19$0.18
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.72$0.00$2.72$0.26$0.14$0.11
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.61$0.00$2.61$0.50$0.14$0.36
2020Summary only. Only limited summary data is available for this year.$2.25$0.00$2.25$0.18$0.12$0.06
2019Summary only. Only limited summary data is available for this year.$2.19$0.00$2.19$0.14$0.11$0.03
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.23$0.00$2.23$0.75$0.10$0.65
2017Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.14$0.09$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.13$0.09$0.04
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.49$0.00$1.49$0.11$0.08$0.03
2014Summary only. Only limited summary data is available for this year.$1.46$0.00$1.46$0.15$0.07$0.09
2013Summary only. Only limited summary data is available for this year.$1.37$0.00$1.37$0.12$0.05$0.07
2012Summary only. Only limited summary data is available for this year.$1.30$0.00$1.30$0.20$0.04$0.16
2011Summary only. Only limited summary data is available for this year.$1.14$0.00$1.14$0.05$0.04$0.01