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Nonprofiteer
← BETH EL ENDOWMENT FOUNDATION

Form 990 for tax year 2023

Filed by BETH EL ENDOWMENT FOUNDATION.

Totals

Total revenue
$99,304
Total expenses
$159,005
Contributions and grants received
$5,000
Grants paid
$125,954
Program service revenue
$0
Investment income
$94,304
Other revenue
$0
Total assets, end of year
$3,016,129
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$3,016,129
Program services expenses (Part IX)
$125,954
Management and general expenses
$33,051
Fundraising expenses
$0
Program service expenses (Part III)
$125,954

Program services were 79.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • ALAN VITERBI

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • JEFFREY ELDEN

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • LAWRENCE SHERMAN

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • BETH SIRULL

    TREASURER

    Total calculated
    $542,017
    From this org
    $0
    From related orgs
    $462,981
    Other
    $79,036
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $462,981 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $61,450 related
    Nontaxable benefits
    $0 + $17,586 related
    Filer's total
    $0 + $542,017 related

  • GRAEME GABRIEL

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • RODNEY STONE

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL WEINER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JEREMY PEARL

    CHIEF FINANCIAL OFFICER

    Total calculated
    $423,746
    From this org
    $0
    From related orgs
    $348,642
    Other
    $75,104
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $348,642 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $61,450 related
    Nontaxable benefits
    $0 + $13,654 related
    Filer's total
    $0 + $423,746 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

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.

Provenance

Return type
form_990
Tax year
2023
Filed
6 May 2025
IRS schema version
2023v6.0
Source object
202541269349302914

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