Civic Intelligence

Temple Israel Foundation Trust Fund

990 • Fiscal year 2015 • EIN 94-2533608

Jul 01, 2014 to Jun 30, 2015 • Filed on Oct 08, 2015

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

13th percentile

0.00x

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

13th percentile

0.00x

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

85th percentile

29%

Higher net margin than 85% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

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.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

56th percentile

2.2%

Faster asset growth than 56% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

10th percentile

-30%

Faster revenue growth than 10% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$1,487,771

Up $31,358 (+2.2%) from 2014

Net Assets

Up

$1,487,771

Up $31,358 (+2.2%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin85th percentile

Revenue

Down

$107,069

Down $45,155 (-30%) from 2014

Expenses

Up

$75,711

Up $9,884 (+15%) from 2014

Net Income

Down

$31,358

Down $55,039 (-64%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth56th 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

2015

Assets$1,487,771
Liabilities$0
Net Assets$1,487,771
Open 2015 Filing

Operations Trend

Revenue Growth10th 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

2015

Revenue$107,069
Expenses$75,711
Net Income$31,358
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Oct 8, 2015
Return Version
2014v5.0
Gross Receipts
$617,768
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$1,456,413$1,487,771▲ $31,358
Investments Program Related$1,445,800$1,467,149▲ $21,349
Cash and Non-Interest-Bearing Accounts$4,189$14,198▲ $10,009
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,456,413$1,487,771▲ $31,358
Other Assets Total$6,424$6,424→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,456,413$1,487,771▲ $31,358
Total Liabilities and Net Assets / Fund Balance$1,456,413$1,487,771▲ $31,358
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$4,853
Program Service Revenue
$0
Investment Income
$102,216
Other Revenue
$0
All Other Contributions
$4,853
Change in Net Assets
$31,358
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$14,471
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$61,240--$61,240
Fees for Service Investment Mgmnt Fees-$11,907-$11,907
Office Expenses-$1,514-$1,514
Fees for Services Accounting-$1,050-$1,050
Total Functional Expenses$61,240$14,471$0$75,711
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
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

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“A proof copy of the complete form 990 tax return was provided 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 recceived 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 ang filing.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

FORM 990 PART VI, SECTION C, LINE 19:

“The governing documents and financial statements are available to the public by request at the office located at 5105 n. El dorado street, stockton, ca.”

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
Signed
2015-10-08
Discuss with paid preparer
Yes

Organization Details

Formed
1978
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
0
Employees
0

Preparer

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

Additional Explanations

FORM 990 PART V LINE 7G:

“No intellectual property was received.”

FORM 990 PART V LINE 7H:

“No cars, boats, airplanes or other vehicles were received.”

Raw XML Appendix385 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.

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IRS990/ReconcilationRevenueExpnssAmt031358
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0true
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01456413
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01487771
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0941524258
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0false
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc01
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt061240
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0TEMPLE ISRAEL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt061240
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/TotalBookValueProgramRltdAmt01467149
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A PROOF COPY OF THE COMPLETE FORM 990 TAX RETURN WAS PROVIDED 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 RECCEIVED 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 ANG FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO INTELLECTUAL PROPERTY WAS RECEIVED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO CARS, BOATS, AIRPLANES OR OTHER VEHICLES WERE RECEIVED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC BY REQUEST AT THE OFFICE LOCATED AT 5105 N. EL DORADO STREET, STOCKTON, CA.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990 PART V LINE 7G:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990 PART V LINE 7H:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990 PART VI, SECTION C, LINE 19:
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01456413
IRS990/TotalAssetsEOYAmt01487771
IRS990/TotalAssetsGrp/BOYAmt01456413
IRS990/TotalAssetsGrp/EOYAmt01487771
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt04853
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt014471
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt061240
IRS990/TotalFunctionalExpensesGrp/TotalAmt075711
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01456413
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01487771
IRS990/TotalProgramServiceExpensesAmt061240
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0102216
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0107069
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01456413
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01487771
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ALAN GOLDBERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-10-08
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/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0OB 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/ReturnTs02015-10-08T09:01:53-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,487,771
Liabilities
$0
Net assets
$1,487,771
Revenue
$107,069
Expenses
$75,711
Net income
$31,358
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
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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
2015Detailed filing. Detailed filing data is available for this year.$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