Civic Intelligence

Endowment Funds of Congregation Emanu El of Houston

990 • Fiscal year 2016 • EIN 20-1611858

May 01, 2015 to Apr 30, 2016 • Filed on Mar 08, 2017

Organization ProfileN/A
1500 Sunset BoulevardHouston, TX 77005

(713) 529-5771

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

24th percentile

0.05x

Higher debt load relative to assets than 24% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

74th percentile

0.75x

Higher debt load relative to revenue than 74% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Net Margin

85th percentile

28%

Higher net margin than 85% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

12th percentile

$0

Higher top officer pay than 12% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Asset Growth

42nd percentile

0.3%

Faster asset growth than 42% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

51st percentile

3.3%

Faster revenue growth than 51% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$11,096,643

Up $32,698 (+0.3%) from 2015

Net Assets

Down

$10,588,125

Down $170,294 (-1.6%) from 2015

Liabilities

Up

$508,518

Up $202,992 (+66%) from 2015

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin85th percentile

Revenue

Up

$673,718

Up $21,696 (+3.3%) from 2015

Expenses

Down

$487,643

Down $396,836 (-45%) from 2015

Net Income

Up

$186,075

Up $418,532 (+180%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$30M$20M$10M$0Assets 2010: $5,759,316Liabilities 2010: $116,097Net Assets 2010: $5,643,2192010Assets 2011: $6,546,229Liabilities 2011: $349,266Net Assets 2011: $6,196,9632011Assets 2012: $7,785,823Liabilities 2012: $125,281Net Assets 2012: $7,660,5422012Assets 2013: $9,192,035Liabilities 2013: $27,999Net Assets 2013: $9,164,0362013Assets 2014: $10,094,607Liabilities 2014: $156,333Net Assets 2014: $9,938,2742014Assets 2015: $11,063,945Liabilities 2015: $305,526Net Assets 2015: $10,758,4192015Assets 2016: $11,096,643Liabilities 2016: $508,518Net Assets 2016: $10,588,1252016Assets 2017: $12,133,551Liabilities 2017: $814,327Net Assets 2017: $11,319,2242017Assets 2018: $13,389,777Liabilities 2018: $1,036,709Net Assets 2018: $12,353,0682018Assets 2019: $12,848,960Liabilities 2019: $243,465Net Assets 2019: $12,605,4952019Assets 2020: $13,186,212Liabilities 2020: $462,875Net Assets 2020: $12,723,3372020Assets 2021: $20,514,961Liabilities 2021: $4,648,654Net Assets 2021: $15,866,3072021Assets 2022: $24,720,961Liabilities 2022: $6,152,404Net Assets 2022: $18,568,5572022Assets 2023: $29,079,547Liabilities 2023: $9,930,811Net Assets 2023: $19,148,7362023Assets 2024: $20,920,389Liabilities 2024: $638,745Net Assets 2024: $20,281,6442024Assets 2025: $20,466,438Liabilities 2025: $114,869Net Assets 2025: $20,351,5692025

Highlighted filing

2016

Assets$11,096,643
Liabilities$508,518
Net Assets$10,588,125
Open 2016 Filing

Operations Trend

Revenue Growth51st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $2,716,9902010Expenses 2011: $2,119,1812011Revenue 2012: $1,368,469Expenses 2012: $577,633Net Income 2012: $790,8362012Expenses 2013: $341,7232013Revenue 2014: $572,123Expenses 2014: $438,405Net Income 2014: $133,7182014Revenue 2015: $652,022Expenses 2015: $884,479Net Income 2015: -$232,4572015Revenue 2016: $673,718Expenses 2016: $487,643Net Income 2016: $186,0752016Revenue 2017: $768,753Expenses 2017: $793,604Net Income 2017: -$24,8512017Revenue 2018: $1,165,488Expenses 2018: $692,259Net Income 2018: $473,2292018Revenue 2019: $666,983Expenses 2019: $969,108Net Income 2019: -$302,1252019Revenue 2020: $767,332Expenses 2020: $542,627Net Income 2020: $224,7052020Revenue 2021: $736,792Expenses 2021: $419,138Net Income 2021: $317,6542021Revenue 2022: $4,827,846Expenses 2022: $654,509Net Income 2022: $4,173,3372022Revenue 2023: $665,898Expenses 2023: $363,020Net Income 2023: $302,8782023Revenue 2024: $967,053Expenses 2024: $784,533Net Income 2024: $182,5202024Revenue 2025: $667,616Expenses 2025: $1,042,153Net Income 2025: -$374,5372025

Highlighted filing

2016

Revenue$673,718
Expenses$487,643
Net Income$186,075
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2015 to Apr 30, 2016
Signed
Mar 8, 2017
Return Version
2015v3.0
Gross Receipts
$673,718
Mission and Program Overview

Mission

Endowment funds of congregation emanu el of houston supports the ministries and operations of the congregation. The endowment promotes and encourages the making of gifts, devises and bequests to congregation emanu el of houston.

To benefit and support Congregation Emanu El of Houston.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$10,405,375$10,438,073▲ $32,698
Cash and Non-Interest-Bearing Accounts-$0-
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$11,063,945$11,096,643▲ $32,698
Other Assets Total$658,570$658,570→ $0
Liabilities
Other Liabilities$305,526$508,518▲ $202,992
Total Liabilities$305,526$508,518▲ $202,992
Net Assets / Fund Balance
Permanently Rstr Net Assets$5,376,762$5,413,153▲ $36,391
Temporarily Rstr Net Assets$3,544,917$3,415,514▼ $129,403
Unrestricted Net Assets$1,836,740$1,759,458▼ $77,282
Total Net Assets Fund Balance$10,758,419$10,588,125▼ $170,294
Total Liabilities and Net Assets / Fund Balance$11,063,945$11,096,643▲ $32,698

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$658,570--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$9,694,436$90,718▼ $93,453-$9,392,683
2014$8,816,640$545,345▲ $640,177-$9,694,436
2013$8,119,732$58,853▲ $855,558-$8,816,640
2012$6,983,009$513,995▲ $781,504-$8,119,732
2011$6,304,799$739,210▲ $118,856-$6,983,009
Compensation and Service Providers
Top Officer Pay12th percentile

Board Members and Trustees

NameTitle
Jeff Basen-EngquistChairman
Benjamin MillerDirector
Dawn BlitzDirector
Eric PulsakiDirector
Garey MarksDirector
Helen DreyfusDirector
Joe StollerDirector
Laura Mayer CyprowDirector
Linda SusmanDirector
Marvin BarishDirector
Michael RubensteinDirector
Rebecca LunstrothDirector
Stephen LackDirector
Steven FenbergDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$390,715
Program Service Revenue
$0
Investment Income
$283,003
Other Revenue
$0
All Other Contributions
$390,715
Change in Net Assets
$186,075
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$465,032
Other Expenses$22,611
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$444,835--$444,835
Grants to Domestic Individuals$20,197--$20,197
Occupancy-$19,911-$19,911
Fees for Services Accounting-$2,700-$2,700
Total Functional Expenses$465,032$22,611$0$487,643
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Congregation Emanu ElHouston, TX501(c)(3)Religious / educational programming$420,835
Interfaith MinistriesHouston, TX501(c)(3)Houston Hunger Fund$16,000
Emergency Aid CoalitionHouston, TX501(c)(3)Houston Hunger Fund$8,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Congregation Emanu El$508,518
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

“Garey Marks and Joe Stoller have a family relationship.”

Form 990, Part VI, Line 4: Description of Significant Changes to Organizational Documents

“The following amendments were made to the By-laws: 1) Increase in number of directors, 2) Clarify director tenure, 3) Clarify committee structure, 4) Clarify that the Emanu El Senior Vice President is the President of Endowment Board, 5) Include the fund usage limitations from old governing rules into the By-laws.”

Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder

“Congregation Emanu El is the sole member of the organization.”

Form 990, Part VI, Line 7A: How Members or Shareholders Elect Governing Body

“The President of the Congregation Emanu El appoints the board members of the organization.”

Form 990, Part VI, Line 7B: Describe Decisions of Governing Body Approval by Members or Shareholders

“The affirmative votes of two-thirds of the Independent Directors of the organization and two-thirds of the directors of Congregation Emanu El are required to adopt or approve the following actions:(1) Liquidation or dissolution of the organization;(2) Merger, consolidation or transfer of substantially all the assets of the Foundation; and(3) Any repeal or amendment of the Articles of Incorporation or Bylaws.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“Management reviews the return before providing a copy to the board and filing with the IRS.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Board members review annually and sign the Conflict of Interest policy. If any conflict arises then the conflict is brought to the attention of the board's officers. The board member in conflict is recused from any descisions relating to the conflict.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Available upon request.”

Filing and Contact Details

Filer

Filer Name
Endowment Funds of Congregation Emanu El
EIN
20-1611858
Phone
7135295771
Address
1500 Sunset Boulevard, Houston, TX 77005

Signing Officer

Name
Jeff Basen-Engquist
Title
Chairman
Signed
2017-03-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeff Basen-Engquist
Formed
2004
Legal Domicile
TX
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
200

Preparer

Firm
Blazek & Vetterling
Address
2900 Weslayan Suite 200, Houston, TX 77027-5132
Preparer
Jody Blazek
Phone
7134395739
Supplemental Narrative

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“The organization's endowment funds are intended to benefit and support Congregation Emanu El of Houston.”

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IRS990/Form990PartVIISectionAGrp/PersonNm8Garey Marks
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IRS990/GrantAmt0465032
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt020197
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt020197
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0444835
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0444835
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0673718
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0283003
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0283003
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt010405375
IRS990/InvestmentsPubTradedSecGrp/EOYAmt010438073
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0TX
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0The organization is operated exclusively for charitable, educational, and religious purposes and solely for the benefit of Congregation Emanu El of Houston, a tax-exempt charitable organization. The organization promotes and encourages the making of gifts, devises and bequests to Congregation Emanu El of Houston.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt010758419
IRS990/NetAssetsOrFundBalancesEOYAmt010588125
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-356369
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt019911
IRS990/OccupancyGrp/TotalAmt019911
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt0658570
IRS990/OtherAssetsTotalGrp/EOYAmt0658570
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherLiabilitiesGrp/BOYAmt0305526
IRS990/OtherLiabilitiesGrp/EOYAmt0508518
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt05376762
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt05413153
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Jeff Basen-Engquist
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0366431
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0882146
IRS990/PYInvestmentIncomeAmt0285591
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt02333
IRS990/PYRevenuesLessExpensesAmt0-232457
IRS990/PYTotalExpensesAmt0884479
IRS990/PYTotalRevenueAmt0652022
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0186075
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0741109756
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd01
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0487643
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Congregation Emanu El of Houston
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0487643
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.18300
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt09694436
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt090718
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt09392683
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0299018
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-93453
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt08816640
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0545345
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt09694436
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0307726
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0640177
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt08119732
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt058853
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt08816640
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0217503
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0855558
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt06983009
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0513995
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt08119732
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0158776
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0781504
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt06304799
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0739210
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt06983009
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0179856
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0118856
IRS990ScheduleD/DisclosedForCharitablePrpsInd0true
IRS990ScheduleD/DisclosedOrgLegCtrlInd0true
IRS990ScheduleD/DonorAdvisedFundsContriAmt05446
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt027696
IRS990ScheduleD/DonorAdvisedFundsHeldCnt01
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt0670396
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0658570
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Receivables from other funds
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0508518
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Due to Congregation Emanu El
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.57630
IRS990ScheduleD/RelatedOrgListSchRInd0false
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The organization's endowment funds are intended to benefit and support Congregation Emanu El of Houston.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4: Intended uses of the endowment fund.
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.24070
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0658570

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,096,643
Liabilities
$508,518
Net assets
$10,588,125
Revenue
$673,718
Expenses
$487,643
Net income
$186,075
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$20.5$0.11$20.4$0.67$1.04$0.37
2024Detailed filing. Detailed filing data is available for this year.$20.9$0.64$20.3$0.97$0.78$0.18
2023Detailed filing. Detailed filing data is available for this year.$29.1$9.93$19.1$0.67$0.36$0.30
2022Detailed filing. Detailed filing data is available for this year.$24.7$6.15$18.6$4.83$0.65$4.17
2021Detailed filing. Detailed filing data is available for this year.$20.5$4.65$15.9$0.74$0.42$0.32
2020Detailed filing. Detailed filing data is available for this year.$13.2$0.46$12.7$0.77$0.54$0.22
2019Detailed filing. Detailed filing data is available for this year.$12.8$0.24$12.6$0.67$0.97$0.30
2018Detailed filing. Detailed filing data is available for this year.$13.4$1.04$12.4$1.17$0.69$0.47
2017Detailed filing. Detailed filing data is available for this year.$12.1$0.81$11.3$0.77$0.79$0.02
2016Detailed filing. Detailed filing data is available for this year.$11.1$0.51$10.6$0.67$0.49$0.19
2015Detailed filing. Detailed filing data is available for this year.$11.1$0.31$10.8$0.65$0.88$0.23
2014Detailed filing. Detailed filing data is available for this year.$10.1$0.16$9.94$0.57$0.44$0.13
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.19$0.03$9.16$0.34
2012Summary only. Only limited summary data is available for this year.$7.79$0.13$7.66$1.37$0.58$0.79
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.55$0.35$6.20$2.12
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.76$0.12$5.64$2.72