Temple Beth-El Endowment Fund

EIN: 845063935 501(c)(3) Religion

Northbrook, IL

Total Revenue
$66,703
Total Expenses
$29,775
Total Assets
$593,103
Net Assets
$593,103
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2020
Legal Domicile
IL
Principal Officer
Fred Rosenberg
Phone
3122423305
Tax Period
2023-01-01 to 2023-12-31

Temple Beth-El Endowment Fund, founded in 2020, is a micro nonprofit in the Religion sector that reported $67K in total revenue in fiscal year 2023. The organization ran a surplus of $37K, a strong 55% operating margin.

Mission

Temple Beth-El Endowment Fund (the Corporation) is organized and operated exclusively for charitable purposes within the meaning of Section 501(c)(3) of the Internal Revenue Code (IRC). More specifically, the Corporation is organized exclusively for the benefit of, to perform the functions of, or to carry out the purposes of supporting Beth-El Jewish Congregation of Chicago a/k/a Temple Beth-El (the Temple or supported organization). The Temple is an Illinois not-for-profit corporation and IRC Sections 509(a)(1) and 501(c)(3) organization organized exclusively for charitable purposes pursuant to the Temples Articles of Incorporation dated September 17, 1987. The purpose of the Temple is the perpetuation of Reform Judaism for all families and individuals who seek to be a part of the Chicagoland Jewish Community. The Corporation shall be a Section 509(a)(3) supporting organization.

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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 (2023)

Revenue Breakdown

Contributions & Grants $51,351
Program Service Revenue $0
Investment Income $15,352
Other Revenue $0
TOTAL REVENUE $66,703

Expense Breakdown

Grants Paid $17,500
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $29,775
Other Expenses $12,275
TOTAL EXPENSES $29,775

Year-over-Year Comparison

2023 2022 Change
Revenue $66,703 N/A N/A
Expenses $29,775 N/A N/A
Net Income $36,928 N/A N/A
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

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Liquidity & Cash Position

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Governance

Voting Members
5
Independent Members
5
Employees
N/A
Volunteers
N/A

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
5
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Fred Rosenberg President 2.00
Officer Director
$0 $0 $0
Harold Israel Secretary 2.00
Officer Director
$0 $0 $0
Bruce Werner Treasurer 2.00
Officer Director
$0 $0 $0
Scott Glickson Director 2.00
Director
$0 $0 $0
Howard Korenthal Director 2.00
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 $66,703 $29,775 $593,103 $36,928
2021 $35,448 $21,901 $591,855 $13,547
2020 $466,832 $12,647 $539,805 $454,185
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