The Endowment Fund of Beth El Temple of West Hartford Inc

Nonprofit profile at a glance

EIN
571152503
IRS 990 coverage
2013–2024
Forms available
Form 990 2024
Location
West Hartford, CT, USA
Phone
8602339696
Rating
85
Verdict
STRONG
Rating confidence
Moderate
Sector
Protestant
Affiliation
Christianity

Reported finances

Revenue
$541,375
Expenses
$320,283
Assets
$8,379,182
Liabilities
$15,024

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

Leadership & pay

11 people listed

Executive titles in this filing

  • ABBEY M KREINIK (PRESIDENT)

People named in this filing

  • JOSHUA B GOTTFRIED (TREASURER)
  • LOIS KOTEEN (TRUSTEE)
  • ABBEY M KREINIK (PRESIDENT)

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

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.

What it reported doing in 2024

The organization provided support to beth el temple of west hartford, inc. In accordance with the mission of the organization.

Operating model

Revenue model
Donor-supported. 63% of the money available for current operations came from contributions and gifts.
Distribution model
Affiliate network. The nonprofit sent 100% of its reported program spending through affiliated organizations.
  • Includes noncash contributions: Reported contributions include donated property or goods.

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: 77
  • Transparency & Controls: 92
  • Accountability: 88
  • Sustainability: 89
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 91.5%; rating input score 92
  • Program expense ratio: 79.2%; rating input score 79
  • 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: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 5 of 7 controls in place; rating input score 71
    • Conflict-of-interest policy: Fail
    • Whistleblower policy: Fail
    • Document-retention policy: Pass
    • 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: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 40.8%; rating input score 89; 89th percentile among comparable filings
  • Total-asset coverage ratio: 26.16; rating input score 97; 97th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 78; 78th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 81; 81st percentile among comparable filings

Growth

  • Program expense growth: 8.2% per year; rating input score 100; 56th percentile among comparable filings
  • Revenue growth: 11.2% per year; rating input score 100; 70th percentile among comparable filings
  • Asset growth: 7.6% per year; rating input score 100; 50th percentile among comparable filings

Details

  • Where the money goes: 91.5% of revenue deployed · 79.2% of spending went to programs
  • Governance: 11 of 11 board members independent · 5 of 7 filing controls reported
  • Programs: 1 filed program accomplishment · $254K in reported program spending
  • Leadership: top reported pay $0 · 11 people listed
  • Consistency: 19 of 19 current checks pass
  • Schedules: 7 filed schedules · includes major donors
  • Filing history: 12 filing years from 2013 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.

  • Review — Accountability: Governance controls: 2 of 7 not reported.