Congregation Beth El of Montgomery County

Nonprofit profile at a glance

EIN
521728976
IRS 990 coverage
2020–2024
Official website data refreshed
Sep 2026
Forms available
Form 990 2024
Location
Bethesda, MD, United States
Phone
301-652-2606
Rating
86
Verdict
STRONG
Rating confidence
Moderate
Sector
Religion Related
Affiliation
Judaism

Official website

Reported finances

Revenue
$50,974
Expenses
$31,283
Assets
$821,329
Liabilities
$0

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

5 people listed

Executive titles in this filing

  • Rodger Jacobson (President)
  • Monica Abrams (Vice President)

People named in this filing

  • Rodger Jacobson (President)
  • Monica Abrams (Vice President)
  • Jana Singer (Secretary)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Egalitarian. Inclusive. Vibrant. Community-Oriented. Home > About > History and Vision Vision Congregation Beth El is a Conservative synagogue that brings innovation and creativity to Jewish traditions. Beth El provides multiple pathways for its members to enjoy a sense of community, engage with Judaism, and transform their lives through Torah, worship (_avodah_), and acts of loving kindness (_gemilut chasadim_). We aspire to be a synagogue whose members—guided by Judaism—pray, learn, celebrate, and find comfort together as a community, discover meaning and purpose in their lives, and improve the world.

What it reported doing in 2024

Support of various activities of Beth El synagogue, including scholarly lectures, scholarships for students of the Beth El Religious School, scholarships for high school and college students attending study-oriented programs in Israel, books for the synagogue's library, educational programs about the Holocaust, musical programs and musical events at the synagogue, family programs at the synagogue, liturgical and religious services and programs at the synagogue, and financial support for teenagers' trips to Israel.

Operating model

Revenue model
Investment-supported. 82% of the money available for current operations came from recurring investment income.
Distribution model
Grant intermediary. The nonprofit sent 100% of its reported program spending out as grants.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Some filing-based governance responses are negative or unanswered.

Rating breakdown

  • Financial Efficiency: 88
  • Transparency & Controls: 93
  • Accountability: 70
  • Sustainability: 79
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 100%; rating input score 100
  • Program expense ratio: 97.4%; rating input score 97
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 100%; rating input score 100; 80th percentile among comparable filings
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 64th percentile among comparable filings
  • Governance controls: 2 of 7 controls in place; rating input score 29
    • Conflict-of-interest policy: Fail
    • Whistleblower policy: Fail
    • Document-retention policy: Fail
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 38.6%; rating input score 83; 83rd percentile among comparable filings
  • Total-asset coverage ratio: 26.25; rating input score 84; 84th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 69; 69th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 60; 60th percentile among comparable filings

Growth

  • Program expense growth: 25.1% per year; rating input score 100; 88th percentile among comparable filings
  • Revenue growth: 8.7% per year; rating input score 100; 85th percentile among comparable filings
  • Asset growth: 2.3% per year; rating input score 100; 54th percentile among comparable filings

Details

  • What they do: 1 programs and campaigns described on the official site · 1 operating location identified
  • Where the money goes: 100% of revenue deployed · 97.4% of spending went to programs
  • Governance: 5 of 5 board members independent · 2 of 7 filing controls reported
  • Programs: 1 filed program accomplishment · $30K in reported program spending
  • Leadership: top reported pay $0 · 5 people listed
  • Consistency: 41 of 41 current checks pass
  • Schedules: 3 filed schedules · includes grants
  • Filing history: 5 filing years from 2020 to 2024
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • Related organizations: 1 filed related-organization link
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Accountability: Governance controls: 4 of 6 not reported.