Civic Intelligence

Levit-Setzer Supporting Organization

EIN 47-3031329 • 501(c)3 • Houston, TX

Profile

Support activities for the benefit of, or carry out, the purposes of the Houston Jewish Community Foundation through grants to charitable, educational and religious organizations.

5603 S Braeswood BlvdHouston, TX 77096

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2019

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2019

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2019

Top Officer Pay

100th percentile

$130,756

Higher top officer pay than 100% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

9th percentile

-100%

Faster asset growth than 9% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

3rd percentile

-100%

Faster revenue growth than 3% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$0

Down $594,139 (-100%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$0

Down $580,043 (-100%) from 2018

Revenue

Down

$0

Down $222,158 (-100%) from 2018

Expenses

Up

$580,043

Up $562,832 (+3270%) from 2018

Net Income

Down

-$580,043

Down $784,990 (-383%) from 2018

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2015: $1Liabilities 2015: $8502015Assets 2016: $469,237Liabilities 2016: $1,532Net Assets 2016: $467,7052016Assets 2017: $382,931Liabilities 2017: $7,835Net Assets 2017: $375,0962017Assets 2018: $594,139Liabilities 2018: $14,096Net Assets 2018: $580,0432018Assets 2019: $0Net Assets 2019: $02019

Highlighted filing

2019

Assets$0
Liabilities-
Net Assets$0

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500K-$1.0MRevenue 2015: $0Expenses 2015: $850Net Income 2015: -$8502015Revenue 2016: $485,155Expenses 2016: $16,600Net Income 2016: $468,5552016Revenue 2017: $12,000Expenses 2017: $67,336Net Income 2017: -$55,3362017Revenue 2018: $222,158Expenses 2018: $17,211Net Income 2018: $204,9472018Revenue 2019: $0Expenses 2019: $580,043Net Income 2019: -$580,0432019

Highlighted filing

2019

Revenue$0
Expenses$580,043
Net Income-$580,043

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
May 1, 2018 to Apr 30, 2019
Signed
Jul 30, 2019
Return Version
2018v3.1
Mission and Program Overview

Mission

Support activities for the benefit of, or carry out, the purposes of the Houston Jewish Community Foundation through grants to charitable, educational and religious organizations.

Program Services

DescriptionGrantsExpenses
The Levit-Setzer Supporting Organization, as stated in its Articles of Incorporation, is organized exclusively for charitable, educational and religious purposes to conduct and support activities for the benefit of, or to carry out, the purposes of the Houston Jewish Community Foundation. The organization accomplishes these goals by awarding grants to charitable, educational and religious organizations.$24,128$24,128
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Roberta Herman DietrichSecretary-$118,847$11,909$130,756
Ben RosenbergTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Levit-Setzer Supporting Organization
EIN
47-3031329
Phone
7137297000
Address
5603 S Braeswood Blvd, Houston, TX 77096

Signing Officer

Name
Roberta Herman Dietrich
Title
Secretary
Signed
2019-07-30
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

Class of Activity: General support | Donee's Name: Houston Jewish Community Foundation | Donee's Address: 5603 S. Braeswood Blvd. Houston TX 77096 | Relationship of Donee: Supported organization | Cash Amount Given: $553427

Grants and Similar Amounts Paid In Excess of $5,000.2

Class of Activity: General support | Donee's Name: Chabad of Sugar Land | Donee's Address: 4501 Cartwright Rd Suite 770 Missouri City TX 77459 | Relationship of Donee: N/A | Cash Amount Given: $11564

Grants and Similar Amounts Paid In Excess of $5,000.3

Class of Activity: General support | Donee's Name: Bellaire Jewish Center | Donee's Address: 12 Bellaire Triangle Arc Bellaire TX 77401 | Relationship of Donee: N/A | Cash Amount Given: $5782

Grants and Similar Amounts Paid In Excess of $5,000.4

Class of Activity: General support | Donee's Name: TORCH | Donee's Address: 9427 Glenfield Ct. Houston TX 77096 | Relationship of Donee: N/A | Cash Amount Given: $5782

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $14096 Accounts Payable and Accrued Expenses - Ending $0

Changes to Organizing or Governing Documents

The Levit-Setzer Supporting Organization adopted a plan of dissolution and distribution of assets effective April 25, 2019. All assets were distributed as a grant to the Houston Jewish Community Foundation, the supported organization named in Article IV of the organization's Restated Certificate of Formation.

Raw XML Appendix168 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.

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IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt0The Levit-Setzer Supporting Organization (Levit-Setzer) has maintained a close relationship with its supported organization, the Houston Jewish Community Foundation (HJCF). As a result of this close relationship, individuals who are involved with HJCF in some capacity typically volunteer a minimal amount of time to serve as officers of Levit-Setzer. As such, Roberta Herman Dietrich, the Secretary of Levit-Setzer, has been and will continue to be the Executive Director of HJCF. Ben Rosenberg, the Treasurer of Levit-Setzer, has been and will continue to be a Trustee of HJCF.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Class of Activity: General support | Donee's Name: Bellaire Jewish Center | Donee's Address: 12 Bellaire Triangle Arc Bellaire TX 77401 | Relationship of Donee: N/A | Cash Amount Given: $5782
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Changes to Organizing or Governing Documents
ReturnHeader/BuildTS02019-02-21 02:37:17Z
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ReturnHeader/Filer/EIN0473031329
ReturnHeader/Filer/PhoneNum07137297000
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ReturnHeader/ReturnTs02019-07-30T13:12:15-07:00
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