Totals
- Total revenue
- $96,324
- Total expenses
- $159,354
- Contributions and grants received
- $12,343
- Grants paid
- $126,251
- Program service revenue
- $0
- Investment income
- $83,981
- Other revenue
- $0
- Total assets, end of year
- $2,894,197
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $2,894,197
- Program services expenses (Part IX)
- $126,251
- Management and general expenses
- $33,103
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $126,251
Program services were 79.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$12,343
-
3 · Investment income
total $47,710 · excluded $47,710
-
7a · Gross sales of assets other than inventory
securities $280,185
-
7b · Less cost or other basis and sales expenses
securities $243,914
-
7c · Gain or loss
securities $36,271
-
7d · Net gain or loss
total $36,271 · excluded $36,271
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $126,251 · program services $126,251
-
11f · Fees: investment management
total $5,460 · management and general $5,460
-
24a · Other expenses: ADMINISTRATIVE FEES
total $27,643 · management and general $27,643
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $5,051 · end of year $2,496
-
2 · Savings and temporary cash investments
beginning of year $14,802 · end of year $4,081
-
3 · Pledges and grants receivable
beginning of year $27,664
-
4 · Accounts receivable
beginning of year $375,000 · end of year $375,000
-
11 · Investments: publicly traded securities
beginning of year $1,933,516 · end of year $1,887,087
-
12 · Investments: other securities
beginning of year $514,660 · end of year $625,533
-
17 · Accounts payable and accrued expenses
beginning of year $12,343
-
28 · Net assets with donor restrictions
beginning of year $2,858,350 · end of year $2,894,197
Mission and programs · 2022
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.
-
DISTRIBUTION OF CONTRIBUTIONS TO SUPPORT THE MISSIONS OF THE SUPPORTED ORGANIZATIONS.
Expenses $126,251 · Grants $126,251
As filed on the 2022 return.
Listed in Part VII
-
Alan ViterbiALAN VITERBI
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Jeffrey EldenJEFFREY ELDEN
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Lawrence ShermanLAWRENCE SHERMAN
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Richard GabrielRICHARD GABRIEL
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Rodney StoneRODNEY STONE
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Michael WeinerMICHAEL WEINER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Beth SirullBETH SIRULL
TREASURER
- Total calculated
- $482,791
- From this org
- $0
- From related orgs
- $415,607
- Other
- $67,184
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $415,607 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $58,250 related
- Nontaxable benefits
- $0 + $8,934 related
- Filer's total
- $0 + $482,791 related
-
Jeremy PearlJEREMY PEARL
CHIEF FINANCIAL OFFICER
- Total calculated
- $391,052
- From this org
- $0
- From related orgs
- $326,163
- Other
- $64,889
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $326,163 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $58,250 related
- Nontaxable benefits
- $0 + $6,639 related
- Filer's total
- $0 + $391,052 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 3
- THE HUMAN RESOURCES COMMITTEE OF THE JEWISH COMMUNITY FOUNDATION OF SAN DIEGO EVALUATES AND APPROVES EXECUTIVE COMPENSATION ANNUALLY. THE EVALUATION INCLUDES THE REVIEW OF COMPARABILITY DATA PROVIDED BY INDEPENDENT SOURCES. A WRITTEN EMPLOYMENT CONTRACT GOVERNS CEO COMPENSATION AND OTHER TERMS OF EMPLOYMENT. THE CONTRACT IS REVIEWED BY OUTSIDE COUNSEL AND APPROVED BY THE BOARD OF DIRECTORS.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
CONGREGATION BETH EL OF LA JOLLA
$126,251
GENERAL ASSISTANCE
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
JEWISH COMMUNITY FOUNDATION OF SAN DIEGO
501(C)(3) · TO INCREASE SUPPORT FOR A VIBRANT AND SECURE JEWISH AND GENERAL COMMUNITY. · CA
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 6 May 2024
- IRS schema version
- 2022v5.0
- Source object
- 202421289349302892
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.