Civic Intelligence

Sholem Educational Institute

990EZ • Fiscal year 2014 • EIN 95-2112000

Sep 01, 2013 to Aug 31, 2014 • Filed on Jan 12, 2015

Organization Profilewww.Sholem.org
PO Box 450890231

(818) 760-6625

Siviq Scores

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

Liabilities / Assets

96th percentile

1.38x

Higher debt load relative to assets than 96% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

84th percentile

0.15x

Higher debt load relative to revenue than 84% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

54th percentile

5.0%

Higher net margin than 54% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

9th percentile

-46%

Faster asset growth than 9% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

64th percentile

11%

Faster revenue growth than 64% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets96th percentile

Assets

Down

$10,455

Down $8,812 (-46%) from 2013

Net Assets

-$4,019

No earlier filing loaded for comparison.

Liabilities

Down

$14,474

Down $9,825 (-40%) from 2013

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin54th percentile

Revenue

Up

$98,193

Up $10,116 (+11%) from 2013

Expenses

Down

$93,325

Down $13,873 (-13%) from 2013

Net Income

Up

$4,868

Up $23,989 (+125%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

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

$150K$100K$50K$0-$50KAssets 2010: $23,183Liabilities 2010: $0Net Assets 2010: $23,1832010Assets 2011: $13,120Liabilities 2011: $0Net Assets 2011: $13,1202011Assets 2012: $14,089Net Assets 2012: $14,0892012Assets 2013: $19,267Liabilities 2013: $24,2992013Assets 2014: $10,455Liabilities 2014: $14,474Net Assets 2014: -$4,0192014Assets 2015: $19,829Liabilities 2015: $14,320Net Assets 2015: $5,5092015Assets 2016: $109,582Liabilities 2016: $11,000Net Assets 2016: $98,5822016Assets 2017: $87,978Liabilities 2017: $11,000Net Assets 2017: $76,9782017Assets 2018: $93,422Liabilities 2018: $10,500Net Assets 2018: $82,9222018Assets 2019: $70,421Liabilities 2019: $10,500Net Assets 2019: $59,9212019Assets 2020: $90,555Liabilities 2020: $23,125Net Assets 2020: $67,4302020Assets 2021: $122,279Liabilities 2021: $26,425Net Assets 2021: $95,8542021Assets 2022: $116,514Liabilities 2022: $11,154Net Assets 2022: $105,3602022Assets 2023: $118,541Liabilities 2023: $10,500Net Assets 2023: $108,0412023Assets 2024: $110,422Liabilities 2024: $10,500Net Assets 2024: $99,9222024

Highlighted filing

2014

Assets$10,455
Liabilities$14,474
Net Assets-$4,019
Open 2014 Filing

Operations Trend

Revenue Growth64th percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2010: $102,080Expenses 2010: $111,239Net Income 2010: -$9,1592010Revenue 2011: $101,221Expenses 2011: $111,284Net Income 2011: -$10,0632011Revenue 2012: $99,735Expenses 2012: $100,386Net Income 2012: -$6512012Revenue 2013: $88,077Expenses 2013: $107,198Net Income 2013: -$19,1212013Revenue 2014: $98,193Expenses 2014: $93,325Net Income 2014: $4,8682014Revenue 2015: $87,330Expenses 2015: $77,802Net Income 2015: $9,5282015Revenue 2016: $175,012Expenses 2016: $81,939Net Income 2016: $93,0732016Revenue 2017: $88,744Expenses 2017: $110,348Net Income 2017: -$21,6042017Revenue 2018: $112,687Expenses 2018: $106,935Net Income 2018: $5,7522018Revenue 2019: $80,054Expenses 2019: $103,055Net Income 2019: -$23,0012019Revenue 2020: $111,568Expenses 2020: $104,059Net Income 2020: $7,5092020Revenue 2021: $101,266Expenses 2021: $72,842Net Income 2021: $28,4242021Revenue 2022: $92,717Expenses 2022: $83,211Net Income 2022: $9,5062022Revenue 2023: $91,024Expenses 2023: $88,343Net Income 2023: $2,6812023Revenue 2024: $83,940Expenses 2024: $92,059Net Income 2024: -$8,1192024

Highlighted filing

2014

Revenue$98,193
Expenses$93,325
Net Income$4,868
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2013 to Aug 31, 2014
Signed
Jan 12, 2015
Return Version
2013v4.0
Gross Receipts
$98,193
Mission and Program Overview

Mission

28 Secular Jewish educational and cultural activities and programs.

Program Services

DescriptionGrantsExpenses
28 Secular Jewish educational and cultural activities and programs.$93,325-
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Laurence BraudePresident-$0--
Jeffrey KayeVice President-$0--
Anne KaufmanSecretary-$0--
Lori FurthTreasurer-$0--
Filing and Contact Details

Filer

EIN
95-2112000
Phone
8187606625

Signing Officer

Name
Lori Furth
Title
Treasurer
Signed
2015-01-12
Discuss with paid preparer
Yes

Preparer

Preparer
Steven Carter CPA
Phone
6509934744
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $100”

Other Expenses.1002

“Office Expenses $1680”

Other Expenses.1012

“Insurance $2954”

Other Expenses.1

“Food Expenses $1271”

Other Expenses.2

“Bank Fees $1173”

Other Expenses.4

“Taxes` $508”

Other Expenses.6

“Supplies $391”

Other Expenses.7

“Telephone $233”

Other Expenses.8

“Dues and Subscriptions $100”

Other Assets.1

“Security Deposit - Beginning $1620 Security Deposit - Ending $1620”

Total Liabilities.1

“Curriculum Projects - Beginning $28154 Curriculum Projects - Ending $14474”

Raw XML Appendix174 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Lori Furth
IRS990EZ/BooksInCareOfDetail/PhoneNum08187606625
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10PO Box 4508
IRS990EZ/BooksInCareOfDetail/USAddress/City0Culver City
IRS990EZ/BooksInCareOfDetail/USAddress/State0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode090231
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt017647
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt08835
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt098182
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04868
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02850
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt019267
IRS990EZ/Form990TotalAssetsGrp/EOYAmt010455
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt098193
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt011
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0-8887
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-4019
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0-8887
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-4019
IRS990EZ/OccupancyRentUtltsAndMaintAmt020786
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Laurence Braude
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Jeffrey Kaye
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Anne Kaufman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Lori Furth
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01620
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01620
IRS990EZ/OtherExpensesTotalAmt08410
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt028 Secular Jewish educational and cultural activities and programs.
IRS990EZ/PrintingPublicationsPostageAmt0977
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt028 Secular Jewish educational and cultural activities and programs.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt093325
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt060302
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt028154
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt014474
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt093325
IRS990EZ/TotalProgramServiceExpensesAmt093325
IRS990EZ/TotalRevenueAmt098193
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.Sholem.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt098182
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt088059
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt099714
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0101175
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0102009
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0489139
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt011
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt018
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt029
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt011
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt018
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt029
IRS990ScheduleA/InvestmentIncomeCYPct00.00010
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal509Amt0489139
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt098182
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt088059
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt099714
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0101175
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0102009
IRS990ScheduleA/Total509Grp/TotalAmt0489139
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt098193
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt088077
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt099714
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0101175
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0102009
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0489168
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $1680
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $2954
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Food Expenses $1271
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Bank Fees $1173
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Taxes` $508
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Supplies $391
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Telephone $233
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Dues and Subscriptions $100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Security Deposit - Beginning $1620 Security Deposit - Ending $1620
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Curriculum Projects - Beginning $28154 Curriculum Projects - Ending $14474
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Assets.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Total Liabilities.1
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Lori Furth
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-01-12
ReturnHeader/Filer/BusinessName/BusinessNameLine10SHOLEM EDUCATIONAL INSTITUTE
ReturnHeader/Filer/BusinessNameControlTxt0SHOL
ReturnHeader/Filer/EIN0952112000
ReturnHeader/Filer/PhoneNum08187606625
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 4508
ReturnHeader/Filer/USAddress/City0CULVER CITY
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode090231
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Steven Carter A Professional Accountancy Corporati
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine103126 Oak Road 403
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Walnut Creek
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode094597
ReturnHeader/PreparerPersonGrp/PhoneNum06509934744
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN CARTER CPA
ReturnHeader/ReturnTs02015-01-12T10:19:41-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-09-01
ReturnHeader/TaxPeriodEndDt02014-08-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,455
Liabilities
$14,474
Net assets
-$4,019
Revenue
$98,193
Expenses
$93,325
Net income
$4,868
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.10$0.11$1.00$0.84$0.92$0.08
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.19$0.11$1.08$0.91$0.88$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.17$0.11$1.05$0.93$0.83$0.10
2021Detailed filing. Detailed filing data is available for this year.$1.22$0.26$0.96$1.01$0.73$0.28
2020Detailed filing. Detailed filing data is available for this year.$0.91$0.23$0.67$1.12$1.04$0.08
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.70$0.11$0.60$0.80$1.03$0.23
2018Detailed filing. Detailed filing data is available for this year.$0.93$0.11$0.83$1.13$1.07$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.88$0.11$0.77$0.89$1.10$0.22
2016Detailed filing. Detailed filing data is available for this year.$1.10$0.11$0.99$1.75$0.82$0.93
2015Detailed filing. Detailed filing data is available for this year.$0.20$0.14$0.06$0.87$0.78$0.10
2014Detailed filing. Detailed filing data is available for this year.$0.10$0.14$0.04$0.98$0.93$0.05
2013Summary only. Only limited summary data is available for this year.$0.19$0.24$0.88$1.07$0.19
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.14$0.14$1.00$1.00$0.01
2011Summary only. Only limited summary data is available for this year.$0.13$0.00$0.13$1.01$1.11$0.10
2010Summary only. Only limited summary data is available for this year.$0.23$0.00$0.23$1.02$1.11$0.09