THE BETH EL ENDOWMENT FOUNDATION

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2001

Legal Domicile

Principal Officer

ALAN VITERBI

Phone

8582792740

Tax Period

2024-07-01 to 2025-06-30

THE BETH EL ENDOWMENT FOUNDATION, founded in 2001, is a small nonprofit in the Religion sector that reported $132K in total revenue in fiscal year 2024. Revenue surged 33% from the prior year, signaling strong growth momentum. Expenses of $162K exceeded revenue, resulting in a 23% operating deficit.

Mission

TO CONDUCT OR SUPPORT ACTIVITIES FOR THE BENEFIT OF THE JEWISH COMMUNITY FOUNDATION OF SAN DIEGO AND THE CONGREGATION BETH EL OF LA JOLLA.

Program Service Accomplishments

Program 1

Expenses: $127,034 Revenue: $0

DISTRIBUTION OF CONTRIBUTIONS TO SUPPORT THE MISSIONS OF THE SUPPORTED ORGANIZATIONS.

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Trantor Score

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

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $180

Program Service Revenue $0

Investment Income $131,801

Other Revenue $0

TOTAL REVENUE $131,981

Expense Breakdown

Grants Paid $127,034

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $127,034

Other Expenses $35,219

TOTAL EXPENSES $162,253

Year-over-Year Comparison

	2024	2023	Change
Revenue	$131,981	$99,304	+0.3%
Expenses	$162,253	$159,005	+0.0%
Net Income	$-30,272	$-59,701	-0.5%

Key Indicators

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

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Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

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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

$762,325

Total Directors

$479,040

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEREMY PEARL	TREASURER	1.00	Officer Director	$0	$90,906	$479,040
ELI LANDAU	ASSISTANT SECRETARY	1.00	Officer	$0	$46,427	$283,285
ALAN VITERBI	PRESIDENT	1.00	Officer Director	$0	$0	$0
CLIFF BORO	PRESIDENT, CBE	1.00	Officer Director	$0	$0	$0
JEFFREY ELDEN	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
LAWRENCE SHERMAN	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
GRAEME GABRIEL	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
RODNEY STONE	SECRETARY	1.00	Officer Director	$0	$0	$0
MICHAEL WEINER	DIRECTOR	1.00	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	$131,981	$162,253	$3,154,178	$-30,272
2024	No data	No data	No data	No data
2023	$96,324	$159,354	$2,894,197	$-63,030
2022	$82,065	$154,630	$2,870,693	$-72,565
2021	$106,710	$148,716	$3,314,818	$-42,006
2020	$96,978	$186,091	$2,764,018	$-89,113
2019	$143,560	$123,814	$2,922,061	$19,746
2018	$650,275	$120,150	$2,908,246	$530,125