Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on the latest valid filing.
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.
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on the latest valid filing.
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.
Net Margin
Score unavailable
Net margin requires both revenue and expenses on the latest valid filing.
Top Officer Pay
100th percentile
Higher top officer pay than 100% of similar nonprofits.
Asset Growth
9th percentile
Faster asset growth than 9% of similar nonprofits.
Revenue Growth
3rd percentile
Faster revenue growth than 3% of similar nonprofits.
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
Most recent year
2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.
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.
| Description | Grants | Expenses |
|---|---|---|
| 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 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Roberta Herman Dietrich | Secretary | - | $118,847 | $11,909 | $130,756 |
| Ben Rosenberg | Treasurer | - | $0 | - | - |
“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”
“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”
“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”
“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”
“Accounts Payable and Accrued Expenses - Beginning $14096 Accounts Payable and Accrued Expenses - Ending $0”
“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.”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | Roberta Herman Dietrich |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 7137297000 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 5603 S Braeswood Blvd |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | Houston |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | TX |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 77096 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 594139 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | true |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 0 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -580043 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 2488 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/FinalReturnInd | 0 | X |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form720FiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 594139 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 0 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 0 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 577555 |
| IRS990EZ/GrossReceiptsForPublicUseAmt | 0 | 0 |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIVInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/InitiationFeesAndCapContriAmt | 0 | 0 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 580043 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 580043 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 118847 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 1800 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 10109 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | Roberta Herman Dietrich |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | Ben Rosenberg |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | Secretary |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Treasurer |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | true |
| IRS990EZ/OrganizationFiled990TInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | 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. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | 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. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 24128 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 24128 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/RelatedOrgSect527OrgInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 0 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 14096 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 580043 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 24128 |
| IRS990EZ/TotalRevenueAmt | 0 | 0 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd | 0 | true |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd | 0 | false |
| IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd | 0 | false |
| IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd | 0 | true |
| IRS990ScheduleA/IRSWrittenDeterminationInd | 0 | X |
| IRS990ScheduleA/OtherSupportSumAmt | 0 | 0 |
| IRS990ScheduleA/SupportedOrganizationsCnt | 0 | 1 |
| IRS990ScheduleA/SupportedOrganizationsTotalCnt | 0 | 1 |
| IRS990ScheduleA/SupportedOrgInformationGrp/EIN | 0 | 760187329 |
| IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd | 0 | true |
| IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd | 0 | 7 |
| IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt | 0 | 0 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt | 0 | 26616 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt | 0 | Houston Jewish Community Foundation |
| IRS990ScheduleA/SupportingOrganization509a3Ind | 0 | X |
| IRS990ScheduleA/SupportingOrgType1Ind | 0 | X |
| IRS990ScheduleA/SupportSumAmt | 0 | 26616 |
| IRS990ScheduleN/AssetsDistributedInd | 0 | true |
| IRS990ScheduleN/AttorneyGeneralNotifiedInd | 0 | true |
| IRS990ScheduleN/BondLiabilitiesDischargedInd | 0 | false |
| IRS990ScheduleN/BondsOutstandingInd | 0 | false |
| IRS990ScheduleN/DirectorOfSuccessorInd | 0 | true |
| IRS990ScheduleN/EmployeeOfSuccessorInd | 0 | true |
| IRS990ScheduleN/LiabilitiesPaidInd | 0 | true |
| IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc | 0 | Cash & ST investments |
| IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt | 0 | 2019-04-30 |
| IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN | 0 | 760187329 |
| IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt | 0 | 553427 |
| IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt | 0 | 501(c)(3) |
| IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt | 0 | Cash |
| IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt | 0 | 5603 S Braeswood Blvd |
| IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm | 0 | Houston |
| IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd | 0 | TX |
| IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd | 0 | 77096 |
| IRS990ScheduleN/OwnerOfSuccessorInd | 0 | false |
| IRS990ScheduleN/ReceiveCompensationInd | 0 | false |
| IRS990ScheduleN/RequiredToNotifyAGInd | 0 | true |
| IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt | 0 | The 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. |
| IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt | 1 | 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 HJCF, the supported organization named in Article IV Levit-Setzer's Restated Certificate of Formation. |
| IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Part I & 2, Line 2e - Name and Explanation for Involvement in Successor |
| IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Sch N, Part III, Additional Information |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | 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 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | 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 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | 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 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | 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 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | Accounts Payable and Accrued Expenses - Beginning $14096 Accounts Payable and Accrued Expenses - Ending $0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Grants and Similar Amounts Paid In Excess of $5,000.1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Grants and Similar Amounts Paid In Excess of $5,000.2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Grants and Similar Amounts Paid In Excess of $5,000.3 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Grants and Similar Amounts Paid In Excess of $5,000.4 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Total Liabilities.1001 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Changes to Organizing or Governing Documents |
| ReturnHeader/BuildTS | 0 | 2019-02-21 02:37:17Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Roberta Herman Dietrich |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Secretary |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2019-07-30 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | Levit-Setzer Supporting Organization |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | LEVI |
| ReturnHeader/Filer/EIN | 0 | 473031329 |
| ReturnHeader/Filer/PhoneNum | 0 | 7137297000 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 5603 S Braeswood Blvd |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Houston |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | TX |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 77096 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 760269860 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | Blazek & Vetterling |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 2900 Weslayan Suite 200 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Houston |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | TX |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 770275132 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 7134395739 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Barbara Murphy |
| ReturnHeader/ReturnTs | 0 | 2019-07-30T13:12:15-07:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2018-09-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2019-04-30 |
| ReturnHeader/TaxYr | 0 | 2018 |
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