Civic Intelligence

Oklahoma Bnai Brith Hillel Foundation

990 • Fiscal year 2016 • EIN 73-6106369

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 08, 2017

494 Elm AvenueNorman, OK 73069

(405) 321-3703

Siviq Scores

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

Liabilities / Assets

61st percentile

0.01x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

66th percentile

0.01x

Higher debt load relative to revenue than 66% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

51st percentile

3.6%

Higher net margin than 51% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

49th percentile

1.3%

Faster asset growth than 49% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

34th percentile

-10.0%

Faster revenue growth than 34% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$429,911

Up $5,641 (+1.3%) from 2015

Net Assets

Up

$427,079

Up $7,380 (+1.8%) from 2015

Liabilities

Down

$2,832

Down $1,739 (-38%) from 2015

Revenue

Down

$203,717

Down $22,621 (-10.0%) from 2015

Expenses

Down

$196,337

Down $69,849 (-26%) from 2015

Net Income

Up

$7,380

Up $47,228 (+119%) from 2015

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $540,747Liabilities 2011: $50,000Net Assets 2011: $490,7472011Assets 2012: $555,105Liabilities 2012: $50,000Net Assets 2012: $505,1052012Assets 2013: $519,178Liabilities 2013: $25,000Net Assets 2013: $494,1782013Assets 2014: $459,547Liabilities 2014: $0Net Assets 2014: $459,5472014Assets 2015: $424,270Liabilities 2015: $4,571Net Assets 2015: $419,6992015Assets 2016: $429,911Liabilities 2016: $2,832Net Assets 2016: $427,0792016Assets 2017: $422,730Liabilities 2017: $0Net Assets 2017: $422,7302017Assets 2018: $1,136,509Liabilities 2018: $35,000Net Assets 2018: $1,101,5092018Assets 2019: $1,155,036Liabilities 2019: $35,000Net Assets 2019: $1,120,0362019Assets 2020: $1,220,317Liabilities 2020: $54,400Net Assets 2020: $1,165,9172020Assets 2021: $1,307,816Liabilities 2021: $59,954Net Assets 2021: $1,247,8622021Assets 2022: $1,421,643Liabilities 2022: $35,000Net Assets 2022: $1,386,6432022Assets 2023: $1,851,174Liabilities 2023: $0Net Assets 2023: $1,851,1742023Assets 2024: $2,988,012Liabilities 2024: $0Net Assets 2024: $2,988,0122024Assets 2025: $5,776,208Liabilities 2025: $110,000Net Assets 2025: $5,666,2082025

Highlighted filing

2016

Assets$429,911
Liabilities$2,832
Net Assets$427,079

Operations Trend

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $174,055Expenses 2011: $207,013Net Income 2011: -$32,9582011Expenses 2012: $142,9582012Revenue 2013: $174,090Expenses 2013: $185,017Net Income 2013: -$10,9272013Revenue 2014: $163,400Expenses 2014: $198,031Net Income 2014: -$34,6312014Revenue 2015: $226,338Expenses 2015: $266,186Net Income 2015: -$39,8482015Revenue 2016: $203,717Expenses 2016: $196,337Net Income 2016: $7,3802016Revenue 2017: $210,268Expenses 2017: $214,617Net Income 2017: -$4,3492017Revenue 2018: $216,972Expenses 2018: $197,648Net Income 2018: $19,3242018Revenue 2019: $235,557Expenses 2019: $217,030Net Income 2019: $18,5272019Revenue 2020: $242,164Expenses 2020: $196,283Net Income 2020: $45,8812020Revenue 2021: $267,625Expenses 2021: $185,680Net Income 2021: $81,9452021Revenue 2022: $389,122Expenses 2022: $250,341Net Income 2022: $138,7812022Revenue 2023: $904,029Expenses 2023: $324,615Net Income 2023: $579,4142023Revenue 2024: $1,510,918Expenses 2024: $374,185Net Income 2024: $1,136,7332024Revenue 2025: $3,148,704Expenses 2025: $470,507Net Income 2025: $2,678,1972025

Highlighted filing

2016

Revenue$203,717
Expenses$196,337
Net Income$7,380
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 8, 2017
Return Version
2015v3.0
Gross Receipts
$206,766
Mission and Program Overview

Mission

This is a non profit organization which provides religious programming and services for Jewish students and community members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$419,699$427,079▲ $7,380
Land, Buildings, and Equipment, Net$378,642$381,762▲ $3,120
Cash and Non-Interest-Bearing Accounts$45,628$46,658▲ $1,030
Other Notes and Loans Receivable, Net-$1,344-
Inventories for Sale or Use-$147-
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$424,270$429,911▲ $5,641
Other Assets Total-$0-
Liabilities
Unsecured Notes Loans Payable$4,571$2,832▼ $1,739
Total Liabilities$4,571$2,832▼ $1,739
Net Assets / Fund Balance
Total Net Assets Fund Balance$419,699$427,079▲ $7,380
Total Liabilities and Net Assets / Fund Balance$424,270$429,911▲ $5,641

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$300,000-$300,000
Leasehold Improvements$61,183-$61,183
Equipment$20,579-$20,579
Compensation and Service Providers

Board Members and Trustees

NameTitle
James MartinPresident
Ruth CharnayVice President
Alan LevensonDirector
Alan LivingstonDirector
Aleze KrumholzDirector
Ari BerkowitzDirector
Dan SchwartzDirector
David SchwartzDirector
Debbie NevardDirector
Gershon LewentalDirector
Janis FinerDirector
Jen WeissDirector
Michael BarlowDirector
Ryan KriegzmanDirector
Lee KrumholzSecretary
Jeff KlineTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$188,330
Program Service Revenue
$0
Investment Income
$28
Other Revenue
$15,359
All Other Contributions
$188,330
Change in Net Assets
$7,380
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$135,769
Other Expenses$60,568
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$31,789$71,220-$103,009
Other Employee Benefits-$21,297-$21,297
All Other Expenses$1,254$9,237-$10,491
Payroll Taxes-$8,368-$8,368
Insurance-$6,935-$6,935
Other Expenses$19,544$4,258-$4,258
Pension Plan Contributions-$3,095-$3,095
Conferences and Meetings-$3,057-$3,057
Travel-$2,667-$2,667
Fees for Services Accounting-$2,185-$2,185
Office Expenses-$697-$697
Advertising$341--$341
Interest-$129-$129
Information Technology-$84-$84
Total Functional Expenses$52,928$143,409$0$196,337
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-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 8: Explanation of No Contemporaneously Documentation of Meetings

Each committe usually presents a verbal report to the Board at their regularly scheduled meetings of any recommendations or actions taken by the committe on behalf of the Board.

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

No review was or will be conducted.

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

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Bnai Brith Hillel Foundation
EIN
73-6106369
Phone
4053213703
Address
494 Elm Avenue, Norman, OK 73069

Signing Officer

Name
Ruth Charnay
Title
President
Signed
2017-02-08
Discuss with paid preparer
Yes

Organization Details

Voting Board Members
16
Independent Board Members
19
Employees
8
Volunteers
18

Preparer

Firm
Richison & Jones Pllc
Address
2401 TEE CIR STE 103, NORMAN, OK 73069-6207
Preparer
Scott H Richison
Phone
4052921040
Supplemental Narrative

Additional Explanations

Client Note 1

Client Note 1 - Attachment for Part I - Section BForm 990-TDescription DeductionLabor $ 397.00Taxes $ 960.00Insurance $ 1,224.00Landscaping and Grounds $ 124.00 --------Total Expenses $ 2,705.00

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IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt028
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt028
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0378642
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0381762
IRS990/LandBldgEquipCostOrOtherBssAmt0381762
IRS990/LessRentalExpensesGrp/RealAmt02705
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0This is a non profit organization which provides religious programming and services for Jewish students and community members.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0419699
IRS990/NetAssetsOrFundBalancesEOYAmt0427079
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0181
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0181
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt09490
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt09490
IRS990/NetUnrelatedBusTxblIncmAmt08490
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0697
IRS990/OfficeExpensesGrp/TotalAmt0697
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt021297
IRS990/OtherEmployeeBenefitsGrp/TotalAmt021297
IRS990/OtherExpensesGrp/Desc0Program Expenditures
IRS990/OtherExpensesGrp/Desc1Maintenance
IRS990/OtherExpensesGrp/Desc2Utilities
IRS990/OtherExpensesGrp/Desc3Printing and Publications
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt05398
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt14782
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt24258
IRS990/OtherExpensesGrp/ProgramServicesAmt019544
IRS990/OtherExpensesGrp/TotalAmt019544
IRS990/OtherExpensesGrp/TotalAmt15398
IRS990/OtherExpensesGrp/TotalAmt24782
IRS990/OtherExpensesGrp/TotalAmt34258
IRS990/OtherRevenueMiscGrp/Desc0Misc Income
IRS990/OtherRevenueMiscGrp/Desc1Passover (Seder) Meal
IRS990/OtherRevenueMiscGrp/Desc2Reimbursements
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt05181
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1451
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt256
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt05181
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1451
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt256
IRS990/OtherRevenueTotalAmt05688
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt071220
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt031789
IRS990/OtherSalariesAndWagesGrp/TotalAmt0103009
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt01344
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt08368
IRS990/PayrollTaxesGrp/TotalAmt08368
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt03095
IRS990/PensionPlanContributionsGrp/TotalAmt03095
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0215830
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt062
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0111752
IRS990/PYOtherRevenueAmt010446
IRS990/PYRevenuesLessExpensesAmt0-39848
IRS990/PYSalariesCompEmpBnftPaidAmt0154434
IRS990/PYTotalExpensesAmt0266186
IRS990/PYTotalRevenueAmt0226338
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt07380
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt09490
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0419699
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0427079
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/ChurchInd0X
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/BuildingsGrp/BookValueAmt0300000
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0300000
IRS990ScheduleD/EquipmentGrp/BookValueAmt020579
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt020579
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt061183
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt061183
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0381762
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Client Note 1 - Attachment for Part I - Section BForm 990-TDescription DeductionLabor $ 397.00Taxes $ 960.00Insurance $ 1,224.00Landscaping and Grounds $ 124.00 --------Total Expenses $ 2,705.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Each committe usually presents a verbal report to the Board at their regularly scheduled meetings of any recommendations or actions taken by the committe on behalf of the Board.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Client Note 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 8: Explanation of No Contemporaneously Documentation of Meetings
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.78$0.11$5.67$3.15$0.47$2.68
2024Detailed filing. Detailed filing data is available for this year.$2.99$0.00$2.99$1.51$0.37$1.14
2023Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.90$0.32$0.58
2022Detailed filing. Detailed filing data is available for this year.$1.42$0.04$1.39$0.39$0.25$0.14
2021Detailed filing. Detailed filing data is available for this year.$1.31$0.06$1.25$0.27$0.19$0.08
2020Summary only. Only limited summary data is available for this year.$1.22$0.05$1.17$0.24$0.20$0.05
2019Summary only. Only limited summary data is available for this year.$1.16$0.04$1.12$0.24$0.22$0.02
2018Summary only. Only limited summary data is available for this year.$1.14$0.04$1.10$0.22$0.20$0.02
2017Summary only. Only limited summary data is available for this year.$0.42$0.00$0.42$0.21$0.21$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$0.20$0.20$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$0.23$0.27$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$0.16$0.20$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.52$0.03$0.49$0.17$0.19$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.56$0.05$0.51$0.14
2011Summary only. Only limited summary data is available for this year.$0.54$0.05$0.49$0.17$0.21$0.03