Civic Intelligence

Temple Beth Am Endowment Fund Inc

EIN 95-4306662 • 501(c)3 • Los Angeles, CA

Profile

Support the services provided by temple beth am.

1039 South LA Cienega BlvdLos Angeles, CA 90035

tbala.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

5th percentile

0.00x

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

501(c)3 • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

6th percentile

0.00x

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

501(c)3 • $10M-$25M nonprofits • Source year 2023

Net Margin

89th percentile

49%

Higher net margin than 89% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

67th percentile

11%

Faster asset growth than 67% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

91st percentile

75%

Faster revenue growth than 91% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets5th percentile

Assets

Up

$16,770,162

Up $56,282 (+0.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$16,770,162

Up $56,282 (+0.3%) from 2023

Operations
Liabilities / Revenue6th percentileNet Margin89th percentile

Revenue

Down

$1,014,813

Down $669,281 (-40%) from 2023

Expenses

Up

$2,066,509

Up $1,206,676 (+140%) from 2023

Net Income

Down

-$1,051,696

Down $1,875,957 (-228%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth67th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20M$15M$10M$5.0M$0Assets 2011: $6,320,338Liabilities 2011: $129,118Net Assets 2011: $6,191,2202011Assets 2013: $6,660,520Liabilities 2013: $110,028Net Assets 2013: $6,550,4922013Assets 2014: $7,599,396Liabilities 2014: $239,481Net Assets 2014: $7,359,9152014Assets 2015: $8,122,114Liabilities 2015: $185,717Net Assets 2015: $7,936,3972015Assets 2016: $8,065,684Liabilities 2016: $340,148Net Assets 2016: $7,725,5362016Assets 2017: $13,121,106Liabilities 2017: $0Net Assets 2017: $13,121,1062017Assets 2018: $13,541,273Liabilities 2018: $0Net Assets 2018: $13,541,2732018Assets 2019: $13,983,201Liabilities 2019: $0Net Assets 2019: $13,983,2012019Assets 2020: $14,162,034Liabilities 2020: $0Net Assets 2020: $14,162,0342020Assets 2021: $17,035,628Liabilities 2021: $0Net Assets 2021: $17,035,6282021Assets 2022: $15,064,020Liabilities 2022: $0Net Assets 2022: $15,064,0202022Assets 2023: $16,713,880Liabilities 2023: $0Net Assets 2023: $16,713,8802023Assets 2024: $16,770,162Liabilities 2024: $0Net Assets 2024: $16,770,1622024

Highlighted filing

2024

Assets$16,770,162
Liabilities$0
Net Assets$16,770,162
Open 2024 Filing

Operations Trend

Revenue Growth91st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2011: $491,121Expenses 2011: $363,697Net Income 2011: $127,4242011Revenue 2013: $476,970Expenses 2013: $461,718Net Income 2013: $15,2522013Revenue 2014: $499,376Expenses 2014: $388,973Net Income 2014: $110,4032014Revenue 2015: $1,002,613Expenses 2015: $389,402Net Income 2015: $613,2112015Revenue 2016: $439,144Expenses 2016: $466,296Net Income 2016: -$27,1522016Revenue 2017: $522,945Expenses 2017: $438,365Net Income 2017: $84,5802017Revenue 2018: $527,185Expenses 2018: $458,997Net Income 2018: $68,1882018Revenue 2019: $535,311Expenses 2019: $710,492Net Income 2019: -$175,1812019Revenue 2020: $1,064,279Expenses 2020: $713,130Net Income 2020: $351,1492020Revenue 2021: $1,041,839Expenses 2021: $758,280Net Income 2021: $283,5592021Revenue 2022: $960,894Expenses 2022: $785,342Net Income 2022: $175,5522022Revenue 2023: $1,684,094Expenses 2023: $859,833Net Income 2023: $824,2612023Revenue 2024: $1,014,813Expenses 2024: $2,066,509Net Income 2024: -$1,051,6962024

Highlighted filing

2024

Revenue$1,014,813
Expenses$2,066,509
Net Income-$1,051,696
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$16,770,162
Liabilities
$0
Net assets
$16,770,162
Revenue
$1,014,813
Expenses
$2,066,509
Net income
-$1,051,696
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$16.8$0.00$16.8$1.01$2.07$1.05
2023Detailed filing. Detailed filing data is available for this year.$16.7$0.00$16.7$1.68$0.86$0.82
2022Detailed filing. Detailed filing data is available for this year.$15.1$0.00$15.1$0.96$0.79$0.18
2021Detailed filing. Detailed filing data is available for this year.$17.0$0.00$17.0$1.04$0.76$0.28
2020Detailed filing. Detailed filing data is available for this year.$14.2$0.00$14.2$1.06$0.71$0.35
2019Detailed filing. Detailed filing data is available for this year.$14.0$0.00$14.0$0.54$0.71$0.18
2018Detailed filing. Detailed filing data is available for this year.$13.5$0.00$13.5$0.53$0.46$0.07
2017Detailed filing. Detailed filing data is available for this year.$13.1$0.00$13.1$0.52$0.44$0.08
2016Detailed filing. Detailed filing data is available for this year.$8.07$0.34$7.73$0.44$0.47$0.03
2015Detailed filing. Detailed filing data is available for this year.$8.12$0.19$7.94$1.00$0.39$0.61
2014Detailed filing. Detailed filing data is available for this year.$7.60$0.24$7.36$0.50$0.39$0.11
2013Summary only. Only limited summary data is available for this year.$6.66$0.11$6.55$0.48$0.46$0.02
2011Summary only. Only limited summary data is available for this year.$6.32$0.13$6.19$0.49$0.36$0.13
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 13, 2025
Return Version
2023v6.0
Gross Receipts
$5,343,488
Mission and Program Overview

Mission

Support the services provided by temple beth am

Support the services provided by temple beth am.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$9,476,104$9,519,422▲ $43,318
Investments Other Securities$6,411,961$6,080,135▼ $331,826
Savings and Temporary Cash Investments$174,254$546,659▲ $372,405
Cash and Non-Interest-Bearing Accounts$4,791--
Total Assets$16,713,880$16,770,162▲ $56,282
Other Assets Total$646,770$623,946▼ $22,824
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$16,713,880$16,770,162▲ $56,282
Total Net Assets Fund Balance$16,713,880$16,770,162▲ $56,282
Total Liabilities and Net Assets / Fund Balance$16,713,880$16,770,162▲ $56,282

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$548,788--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$16,713,880$222,566▲ $1,834,601$2,000,885$16,770,162
2022$15,064,020$1,292,356▲ $1,158,659$801,155$16,713,880
2021$17,035,628$119,929▼ $1,372,384$719,153$15,064,020
2020$14,162,034$149,567▲ $3,423,939$699,912$17,035,628
2019$13,983,201$74,921▲ $763,657$636,601$14,162,034
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Stuart WeissPresident
Sharon SwerdlowVice President (thru 02/24)
Bj EliasBoard Member
Lloyd GilbertBoard Member
Larry HarrisBoard Member (thru 02/24)
Skip SperlingSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$222,566
Program Service Revenue
$0
Investment Income
$697,524
Other Revenue
$94,723
All Other Contributions
$222,566
Change in Net Assets
$-1,051,696
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,963,020
Other Expenses$103,489
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,963,020--$1,963,020
Fees for Service Investment Mgmnt Fees-$65,624-$65,624
Fees for Services Accounting-$30,567-$30,567
Fees for Services Legal-$7,298-$7,298
Total Functional Expenses$1,963,020$103,489$0$2,066,509
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Temple Beth AmLos Angeles, CA501(c)(3)Annual Assistance$1,963,020
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
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
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, Part VI, Section B, Line 11B

“The form 990 is reviewed and approved by management, and reviewed and approved by the finance committee for final approval. A copy of the final form 990 is then sent electronically to all board members prior to it being filed.”

Form 990, Part VI, Section B, Line 12C

“The organization has the following monitoring and enforcement standards with respect to its conflict of interest policy: the organization's conflict of interest policy shall be furnished to each director who is presently serving on the board. Each director must sign a conflict of interest acknowledgment form. Acknowledgements shall be filed with the annual board minutes, and the tbaef president shall keep copies and records of all such acknowledgments. Any new tbaef board director shall be advised of this policy upon undertaking the duties of such office or employment and sign the acknowledgment. For continuing tbaef directors, the acknowledgement of the conflict of interest policy shall be renewed every 3 years. The duty to disclose any actual or possible conflict is ongoing and must be disclosed as the matter arises.”

Form 990, Part VI, Section C, Line 19

“The governing documents, conflict of interest policies, and financial statements are available to the board of directors. Upon request from the general public, the organization will provide access to these documents as required by law.”

Filing and Contact Details

Filer

Filer Name
Temple Beth Am Endowment Fund Inc
EIN
95-4306662
Phone
3103588221
Address
1039 SOUTH LA CIENEGA BLVD, LOS ANGELES, CA 90035

Signing Officer

Name
Stuart Weiss
Title
President
Phone
3103588221
Signed
2025-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stuart Weiss
Formed
1991
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
6

Preparer

Firm
Armanino Advisory LLC
Address
2121 AVENUE OF THE STARS 15TH FLOOR, LOS ANGELES, CA 90067
Preparer
Katy Brown
Phone
3104784148
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“Beyond its own activities, all activities of temple beth am endowment, inc. Are restricted to the support of temple beth am.”

Raw XML AppendixShowing 400 of 430 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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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0TEMPLE BETH AM
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IRS990ScheduleD/OtherSecuritiesGrp/Desc0CORPORATE BONDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc1INVESTMENTS MANAGED BY THE AJC
IRS990ScheduleD/OtherSecuritiesGrp/Desc2US TREASURY NOTES
IRS990ScheduleD/OtherSecuritiesGrp/Desc3AGENCY SECURITIES
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0BEYOND ITS OWN ACTIVITIES, ALL ACTIVITIES OF TEMPLE BETH AM ENDOWMENT, INC. ARE RESTRICTED TO THE SUPPORT OF TEMPLE BETH AM.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0ANNUAL ASSISTANCE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0TEMPLE BETH AM
IRS990ScheduleI/RecipientTable/RecipientEIN0951656370
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01039 SOUTH LA CIENEGA BLVD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0LOS ANGELES
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd090035
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE TEMPLE BETH AM ENDOWMENT FUND, INC.'S BOARD OF DIRECTORS HAS ESTABLISHED A FORMAL DISTRIBUTION POLICY THAT IS BASED ON DONOR DESIGNATION. THIS POLICY IS ADMINISTERED BY THE BOARD OF DIRECTORS AND MONITORED BY THE CONTROLLER AND THE OUTSIDE ACCOUNTING REVIEW FIRM.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
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IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS REVIEWED AND APPROVED BY MANAGEMENT, AND REVIEWED AND APPROVED BY THE FINANCE COMMITTEE FOR FINAL APPROVAL. A COPY OF THE FINAL FORM 990 IS THEN SENT ELECTRONICALLY TO ALL BOARD MEMBERS PRIOR TO IT BEING FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION HAS THE FOLLOWING MONITORING AND ENFORCEMENT STANDARDS WITH RESPECT TO ITS CONFLICT OF INTEREST POLICY: THE ORGANIZATION'S CONFLICT OF INTEREST POLICY SHALL BE FURNISHED TO EACH DIRECTOR WHO IS PRESENTLY SERVING ON THE BOARD. EACH DIRECTOR MUST SIGN A CONFLICT OF INTEREST ACKNOWLEDGMENT FORM. ACKNOWLEDGEMENTS SHALL BE FILED WITH THE ANNUAL BOARD MINUTES, AND THE TBAEF PRESIDENT SHALL KEEP COPIES AND RECORDS OF ALL SUCH ACKNOWLEDGMENTS. ANY NEW TBAEF BOARD DIRECTOR SHALL BE ADVISED OF THIS POLICY UPON UNDERTAKING THE DUTIES OF SUCH OFFICE OR EMPLOYMENT AND SIGN THE ACKNOWLEDGMENT. FOR CONTINUING TBAEF DIRECTORS, THE ACKNOWLEDGEMENT OF THE CONFLICT OF INTEREST POLICY SHALL BE RENEWED EVERY 3 YEARS. THE DUTY TO DISCLOSE ANY ACTUAL OR POSSIBLE CONFLICT IS ONGOING AND MUST BE DISCLOSED AS THE MATTER ARISES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE BOARD OF DIRECTORS. UPON REQUEST FROM THE GENERAL PUBLIC, THE ORGANIZATION WILL PROVIDE ACCESS TO THESE DOCUMENTS AS REQUIRED BY LAW.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0TEMPLE BETH AM
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0RELIGIOUS ORGANIZATION
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