Civic Intelligence

Endowment Funds of Congregation Emanu El of Houston

990 • Fiscal year 2019 • EIN 20-1611858

May 01, 2018 to Apr 30, 2019 • Filed on Mar 10, 2020

Organization Profilewww.emanuelhouston.org
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

18th percentile

0.02x

Higher debt load relative to assets than 18% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

61st percentile

0.37x

Higher debt load relative to revenue than 61% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Net Margin

6th percentile

-45%

Higher net margin than 6% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

13th percentile

$0

Higher top officer pay than 13% of similar nonprofits.

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

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Asset Growth

17th percentile

-4.0%

Faster asset growth than 17% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

6th percentile

-43%

Faster revenue growth than 6% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets18th percentile

Assets

Down

$12,848,960

Down $540,817 (-4.0%) from 2018

Net Assets

Up

$12,605,495

Up $252,427 (+2.0%) from 2018

Liabilities

Down

$243,465

Down $793,244 (-77%) from 2018

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin6th percentile

Revenue

Down

$666,983

Down $498,505 (-43%) from 2018

Expenses

Up

$969,108

Up $276,849 (+40%) from 2018

Net Income

Down

-$302,125

Down $775,354 (-164%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth17th 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

2019

Assets$12,848,960
Liabilities$243,465
Net Assets$12,605,495
Open 2019 Filing

Operations Trend

Revenue Growth6th 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

2019

Revenue$666,983
Expenses$969,108
Net Income-$302,125
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2018 to Apr 30, 2019
Signed
Mar 10, 2020
Return Version
2018v3.1
Gross Receipts
$666,983
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$12,297,575$12,848,860▲ $551,285
Pledges and Grants Receivable$7,730$100▼ $7,630
Cash and Non-Interest-Bearing Accounts-$0-
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$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$13,389,777$12,848,960▼ $540,817
Other Assets Total$1,084,472$0▼ $1,084,472
Liabilities
Other Liabilities$1,036,709$243,465▼ $793,244
Total Liabilities$1,036,709$243,465▼ $793,244
Net Assets / Fund Balance
Permanently Rstr Net Assets$5,593,643$5,655,484▲ $61,841
Temporarily Rstr Net Assets$4,707,191$5,013,001▲ $305,810
Unrestricted Net Assets$2,052,234$1,937,010▼ $115,224
Total Net Assets Fund Balance$12,353,068$12,605,495▲ $252,427
Total Liabilities and Net Assets / Fund Balance$13,389,777$12,848,960▼ $540,817

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$10,759,316$76,181▲ $770,695$433,878$11,172,314
2017$10,238,423$96,244▲ $808,200$383,551$10,759,316
2016$9,392,683$166,764▲ $999,554$320,578$10,238,423
2015$9,694,436$90,718▼ $93,453$299,018$9,392,683
2014$8,816,640$545,345▲ $640,177$307,726$9,694,436
Compensation and Service Providers
Top Officer Pay13th percentile

Board Members and Trustees

NameTitle
Jeri AmundsenPresident
Adam PollockDirector
Annie SteinDirector
Dawn BlitzDirector
Dora KlaffDirector
Helen DreyfusDirector
Jeff Basen-EngquistDirector
Jody ProlerDirector
Laura MayerDirector
Linda SusmanDirector
Louis RosenthalDirector
Rachel KramerDirector
Rodney RothDirector
Scott BormasterDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$374,476
Program Service Revenue
$0
Investment Income
$292,507
Other Revenue
$0
All Other Contributions
$374,476
Change in Net Assets
$-302,125
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$957,210
Other Expenses$11,898
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$932,558--$932,558
Grants to Domestic Individuals$24,652--$24,652
Information Technology-$6,525-$6,525
Office Expenses-$2,453-$2,453
Fees for Services Accounting-$2,400-$2,400
Insurance-$520-$520
Total Functional Expenses$957,210$11,898$0$969,108
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Congregation Emanu El of HouHouston, TX501(c)(3)Religious / educational programming$892,558
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$243,465
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
No
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
Jeri Amundsen
Title
President
Signed
2020-03-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeri Amundsen
Formed
2004
Legal Domicile
TX
Voting Board Members
14
Independent Board Members
14
Employees
0
Volunteers
200

Preparer

Firm
Blazek & Vetterling
Address
2900 Weslayan Suite 200, Houston, TX 77027-5132
Preparer
Barbara Murphy
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.”

Raw XML AppendixShowing 400 of 543 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0To benefit and support Congregation Emanu El of Houston.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherContributionsAmt0374476
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0David Lamden
IRS990/BooksInCareOfDetail/PhoneNum07135295771
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01500 Sunset Boulevard
IRS990/BooksInCareOfDetail/USAddress/CityNm0Houston
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCd077005
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0374476
IRS990/CYGrantsAndSimilarPaidAmt0957210
IRS990/CYInvestmentIncomeAmt0292507
IRS990/CYOtherExpensesAmt011898
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-302125
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0969108
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0666983
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0true
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0The Endowment operates exclusively for charitable, educational, and religious purposes and solely for the benefit of Congregation Emanu El of Houston. The organization promotes and encourages the making of gifts, devises and bequests to Congregation Emanu El of Houston.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0true
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt00
IRS990/EmploymentTaxReturnsFiledInd0false
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt0957210
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt02400
IRS990/FeesForServicesAccountingGrp/TotalAmt02400
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.75
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.75
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.75
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt130.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt120.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt130.25
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/PersonNm0Jeri Amundsen
IRS990/Form990PartVIISectionAGrp/PersonNm1Jeff Basen-Engquist
IRS990/Form990PartVIISectionAGrp/PersonNm2Dawn Blitz
IRS990/Form990PartVIISectionAGrp/PersonNm3Scott Bormaster
IRS990/Form990PartVIISectionAGrp/PersonNm4Helen Dreyfus
IRS990/Form990PartVIISectionAGrp/PersonNm5Dora Klaff
IRS990/Form990PartVIISectionAGrp/PersonNm6Rachel Kramer
IRS990/Form990PartVIISectionAGrp/PersonNm7Laura Mayer
IRS990/Form990PartVIISectionAGrp/PersonNm8Adam Pollock
IRS990/Form990PartVIISectionAGrp/PersonNm9Jody Proler
IRS990/Form990PartVIISectionAGrp/PersonNm10Louis Rosenthal
IRS990/Form990PartVIISectionAGrp/PersonNm11Rodney Roth
IRS990/Form990PartVIISectionAGrp/PersonNm12Annie Stein
IRS990/Form990PartVIISectionAGrp/PersonNm13Linda Susman
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr02004
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GrantAmt0957210
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt024652
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt024652
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0932558
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0932558
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0666983
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt014
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt06525
IRS990/InformationTechnologyGrp/TotalAmt06525
IRS990/InsuranceGrp/ManagementAndGeneralAmt0520
IRS990/InsuranceGrp/TotalAmt0520
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0292507
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0292507
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt012297575
IRS990/InvestmentsPubTradedSecGrp/EOYAmt012848860
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/MissionDesc0Endowment 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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt012353068
IRS990/NetAssetsOrFundBalancesEOYAmt012605495
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0554552
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02453
IRS990/OfficeExpensesGrp/TotalAmt02453
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt01084472
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherLiabilitiesGrp/BOYAmt01036709
IRS990/OtherLiabilitiesGrp/EOYAmt0243465
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt05593643
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt05655484
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt07730
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0100
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Jeri Amundsen
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0901028
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0649597
IRS990/PYInvestmentIncomeAmt0264460
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt042662
IRS990/PYRevenuesLessExpensesAmt0473229
IRS990/PYTotalExpensesAmt0692259
IRS990/PYTotalRevenueAmt01165488
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-302125
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
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/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0741109756
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd01
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0969108
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Congregation Emanu El of Houston
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0969108
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/BoardDesignatedBalanceEOYPct00.17000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt010759316
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt076181
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt011172314
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0770695
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0433878
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt010238423
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt096244
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt010759316
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0808200
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0383551
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt09392683
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0166764
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt010238423
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0999554
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0320578
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt09694436
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt090718
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt09392683
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-93453
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0299018
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt08816640
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0545345
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt09694436
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0640177
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0307726
IRS990ScheduleD/DisclosedForCharitablePrpsInd0true
IRS990ScheduleD/DisclosedOrgLegCtrlInd0true
IRS990ScheduleD/DonorAdvisedFundsContriAmt04668
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt044500
IRS990ScheduleD/DonorAdvisedFundsHeldCnt01
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt0785109
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0243465
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Due to Congregation Emanu El
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.51000
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/TermEndowmentBalanceEOYPct00.32000
IRS990ScheduleD/TotalLiabilityAmt0243465

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,848,960
Liabilities
$243,465
Net assets
$12,605,495
Revenue
$666,983
Expenses
$969,108
Net income
-$302,125
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. 2019 filings • 501(c)3 • $10M-$25M nonprofits