CONGREGATION BETH DAVID ENDOWMENT FOUNDATION (EIN 270912268) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2009

Legal Domicile

Principal Officer

Michael Leitner

Phone

4082573333

Tax Period

2022-07-01 to 2023-06-30

CONGREGATION BETH DAVID ENDOWMENT FOUNDATION, founded in 2009, is a small nonprofit in the Religion sector that reported $107K in total revenue in fiscal year 2022. Revenue fell 60% from the prior year — a significant decline worth monitoring. Expenses of $269K exceeded revenue, resulting in a 151% operating deficit.

Mission

To manage the Endowment and Special Purpose Funds of Congregation Beth David, a California Nonprofit Religious Corporation.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $1,176

Program Service Revenue $28,400

Investment Income $77,364

Other Revenue $0

TOTAL REVENUE $106,940

Expense Breakdown

Grants Paid $264,178

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $266,308

Other Expenses $4,721

TOTAL EXPENSES $268,899

Year-over-Year Comparison

	2022	2021	Change
Revenue	$106,940	$270,399	-0.6%
Expenses	$268,899	$11,441	+22.5%
Net Income	$-161,959	$258,958	-1.6%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Brett Borah	Trustee	0.05	Director	$0	$0	$0
Gene Tenberg	Treasurer	0.05	Officer Director	$0	$0	$0
Dan Skilken	Trustee	0.05	Director	$0	$0	$0
Michael Leitner	Trustee	0.05	Director	$0	$0	$0
William Beyda	President	0.10	Officer Director	$0	$0	$0
Hanna Firman	Trustee	0.05	Director	$0	$0	$0
David Hoffman	Secretary	0.05	Officer Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$106,940	$268,899	$1,605,626	$-161,959
2022	$270,399	$11,441	$1,704,405	$258,958
2021	$270,038	$13,144	$1,722,567	$256,894
2020	$26,704	$43,710	$1,349,994	$-17,006
2019	$67,792	$8,143	$1,342,513	$59,649
2018	$690,031	$7,905	$1,119,145	$682,126

CONGREGATION BETH DAVID ENDOWMENT FOUNDATION