Civic Intelligence

Endowment Funds of Congregation Emanu El of Houston

990 • Fiscal year 2017 • EIN 20-1611858

May 01, 2016 to Apr 30, 2017 • Filed on Mar 09, 2018

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

30th percentile

0.07x

Higher debt load relative to assets than 30% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

80th percentile

1.06x

Higher debt load relative to revenue than 80% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Net Margin

25th percentile

-3.2%

Higher net margin than 25% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Asset Growth

66th percentile

9.3%

Faster asset growth than 66% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

70th percentile

14%

Faster revenue growth than 70% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$12,133,551

Up $1,036,908 (+9.3%) from 2016

Net Assets

Up

$11,319,224

Up $731,099 (+6.9%) from 2016

Liabilities

Up

$814,327

Up $305,809 (+60%) from 2016

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin25th percentile

Revenue

Up

$768,753

Up $95,035 (+14%) from 2016

Expenses

Up

$793,604

Up $305,961 (+63%) from 2016

Net Income

Down

-$24,851

Down $210,926 (-113%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth66th 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

2017

Assets$12,133,551
Liabilities$814,327
Net Assets$11,319,224
Open 2017 Filing

Operations Trend

Revenue Growth70th 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

2017

Revenue$768,753
Expenses$793,604
Net Income-$24,851
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2016 to Apr 30, 2017
Signed
Mar 9, 2018
Return Version
2016v3.0
Gross Receipts
$768,753
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$10,438,073$11,474,983▲ $1,036,910
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$11,096,643$12,133,551▲ $1,036,908
Other Assets Total$658,570$658,568▼ $2
Liabilities
Other Liabilities$508,518$814,327▲ $305,809
Total Liabilities$508,518$814,327▲ $305,809
Net Assets / Fund Balance
Permanently Rstr Net Assets$5,413,153$5,515,417▲ $102,264
Temporarily Rstr Net Assets$3,415,514$3,914,555▲ $499,041
Unrestricted Net Assets$1,759,458$1,889,252▲ $129,794
Total Net Assets Fund Balance$10,588,125$11,319,224▲ $731,099
Total Liabilities and Net Assets / Fund Balance$11,096,643$12,133,551▲ $1,036,908

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$658,568--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$9,392,683$166,764▲ $999,554$320,578$10,238,423
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
Compensation and Service Providers
Top Officer Pay12th percentile

Board Members and Trustees

NameTitle
Rodney RothPresident
Annie SteinDirector
Benjamin MillerDirector
Dawn BlitzDirector
Dora KlaffDirector
Gordan GoodmanDirector
Helen DreyfusDirector
Jeff Basen-EngquistDirector
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
$487,793
Program Service Revenue
$0
Investment Income
$280,960
Other Revenue
$0
All Other Contributions
$487,793
Change in Net Assets
$-24,851
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$788,868
Other Expenses$4,736
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$765,833--$765,833
Grants to Domestic Individuals$23,035--$23,035
Fees for Services Accounting-$4,736-$4,736
Total Functional Expenses$788,868$4,736$0$793,604
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Congregation Emanu ElHouston, TX501(c)(3)Religious / educational programming$765,833
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$814,327
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
No
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 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
Rodney Roth
Title
President
Signed
2018-03-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rodney Roth
Formed
2004
Legal Domicile
TX
Voting Board Members
16
Independent Board Members
16
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/PersonNm5Helen Dreyfus
IRS990/Form990PartVIISectionAGrp/PersonNm6Steven Fenberg
IRS990/Form990PartVIISectionAGrp/PersonNm7Gordan Goodman
IRS990/Form990PartVIISectionAGrp/PersonNm8Dora Klaff
IRS990/Form990PartVIISectionAGrp/PersonNm9Stephen Lack
IRS990/Form990PartVIISectionAGrp/PersonNm10Rebecca Lunstroth
IRS990/Form990PartVIISectionAGrp/PersonNm11Benjamin Miller
IRS990/Form990PartVIISectionAGrp/PersonNm12Michael Rubenstein
IRS990/Form990PartVIISectionAGrp/PersonNm13Annie Stein
IRS990/Form990PartVIISectionAGrp/PersonNm14Joe Stoller
IRS990/Form990PartVIISectionAGrp/PersonNm15Linda Susman
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Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,133,551
Liabilities
$814,327
Net assets
$11,319,224
Revenue
$768,753
Expenses
$793,604
Net income
-$24,851
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)3 • $10M-$25M nonprofits