THE ENDOWMENT FUND OF BETH EL TEMPLE OF WEST HARTFORD INC

EIN: 571152503 501(c)(3) Religion

WEST HARTFORD, CT

Total Revenue
$306,242
Total Expenses
$229,149
Total Assets
$6,981,570
Net Assets
$6,947,166
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2004
Legal Domicile
CT
Principal Officer
ABBEY M KREINIK
Phone
8602339696
Tax Period
2022-07-01 to 2023-06-30

THE ENDOWMENT FUND OF BETH EL TEMPLE OF WEST HARTFORD INC, founded in 2004, is a small nonprofit in the Religion sector that reported $306K in total revenue in fiscal year 2022. Revenue fell 79% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $77K, a strong 25% operating margin.

Mission

TO SOLICIT, RAISE, RECEIVE AND ACCEPT PUBLIC AND PRIVATE GIFTS, TRANSFERS, ASSIGNMENTS, CONVEYANCES, BEQUESTS, DEVISES, DEEDS AND GRANTS OF REAL AND PERSONAL, TANGIBLE AND INTANGIBLE, PROPERTY, ASSETS AND FUNDS, OR ANY INTEREST THEREIN, FOR USE IN FURTHERANCE OF THE PURPOSES AND MISSION OF BETH EL TEMPLE OF WEST HARTFORD, INC. AND TO ADMINISTER, HOLD, AND INVEST, ALL OF THE PROPERTY, ASSETS AND FUNDS OF THE FOUNDATION AS AN ENDOWMENT OR OTHERWISE, AND TO EXPEND THE EARNINGS AND PRINCIPAL OF THE SAME IN FURTHERANCE OF THE PURPOSES AND MISSION OF BETH EL TEMPLE OF WEST HARTFORD, INC. CONSISTENT WITH THE TERMS CONDITIONS, OR RESTRICTIONS IMPOSED BY DONORS.

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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%)

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Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $128,965
Program Service Revenue $0
Investment Income $177,277
Other Revenue $0
TOTAL REVENUE $306,242

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $179,150
Other Expenses $229,149
TOTAL EXPENSES $229,149

Year-over-Year Comparison

2022 2021 Change
Revenue $306,242 $1,459,242 -0.8%
Expenses $229,149 $317,808 -0.3%
Net Income $77,093 $1,141,434 -0.9%
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

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Governance

Voting Members
11
Independent Members
11
Employees
N/A
Volunteers
20

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
3
$0
Total Directors
11
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JOSHUA B GOTTFRIED TREASURER 1.00
Officer Director
$0 $0 $0
LOIS KOTEEN TRUSTEE 1.00
Director
$0 $0 $0
ABBEY M KREINIK PRESIDENT 1.00
Officer Director
$0 $0 $0
JERRY LESHEM TRUSTEE 1.00
Director
$0 $0 $0
JUDIE LEVY TRUSTEE 1.00
Director
$0 $0 $0
ELLIOT B POLLACK TRUSTEE 1.00
Director
$0 $0 $0
FRANK RESNICK TRUSTEE 1.00
Director
$0 $0 $0
MARC SUSSMAN TRUSTEE 1.00
Director
$0 $0 $0
NAOMI LERNER TUSSIN SECRETARY 1.00
Officer Director
$0 $0 $0
STUART WACHTEL TRUSTEE 1.00
Director
$0 $0 $0
HOWARD WEINER TRUSTEE 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 No data No data No data No data
2024 No data No data No data No data
2023 $306,242 $229,149 $6,981,570 $77,093
2022 $1,459,242 $317,808 $6,554,178 $1,141,434
2021 $614,254 $204,755 $6,638,062 $409,499
2020 $400,273 $214,210 $4,819,809 $186,063
2019 $313,921 $230,897 $4,822,672 $83,024
2018 $249,380 $175,076 $4,677,537 $74,304
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