Civic Intelligence

Raymond & Susan Brochstein Foundation

EIN 76-0039176 • Houston, TX

407 Thamer CircleHouston, TX 77024
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$1M-$5M nonprofits • Source year 2024

Net Margin

4th percentile

-145%

Higher net margin than 4% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

11th percentile

-15%

Faster asset growth than 11% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

97th percentile

615%

Faster revenue growth than 97% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$1,053,681

Down $180,889 (-15%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$1,053,681

Down $180,889 (-15%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin4th percentile

Revenue

Up

$125,348

Up $107,811 (+615%) from 2023

Expenses

Down

$306,957

Down $300,707 (-49%) from 2023

Net Income

Up

-$181,609

Up $408,518 (+69%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth11th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,078,047Liabilities 2011: $02011Assets 2012: $2,131,721Liabilities 2012: $0Net Assets 2012: $2,131,7212012Assets 2013: $2,049,915Liabilities 2013: $0Net Assets 2013: $2,049,9152013Assets 2014: $1,805,138Liabilities 2014: $0Net Assets 2014: $1,805,1382014Assets 2015: $1,681,719Liabilities 2015: $0Net Assets 2015: $1,681,7192015Assets 2016: $1,566,629Liabilities 2016: $0Net Assets 2016: $1,566,6292016Assets 2017: $1,580,678Liabilities 2017: $0Net Assets 2017: $1,580,6782017Assets 2018: $1,407,708Liabilities 2018: $0Net Assets 2018: $1,407,7082018Assets 2019: $2,031,521Liabilities 2019: $0Net Assets 2019: $2,031,5212019Assets 2020: $1,851,535Liabilities 2020: $0Net Assets 2020: $1,851,5352020Assets 2021: $1,778,073Liabilities 2021: $0Net Assets 2021: $1,778,0732021Assets 2022: $1,826,214Liabilities 2022: $0Net Assets 2022: $1,826,2142022Assets 2023: $1,234,570Liabilities 2023: $0Net Assets 2023: $1,234,5702023Assets 2024: $1,053,681Liabilities 2024: $0Net Assets 2024: $1,053,6812024

Highlighted filing

2024

Assets$1,053,681
Liabilities$0
Net Assets$1,053,681
Open 2024 Filing

Operations Trend

Revenue Growth97th percentile

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

$1.5M$1.0M$500K$0-$500K-$1.0MRevenue 2011: $250,296Expenses 2011: $465,167Net Income 2011: -$214,8712011Expenses 2012: $160,2322012Expenses 2013: $156,1002013Revenue 2014: $82,290Expenses 2014: $181,638Net Income 2014: -$99,3482014Revenue 2015: $55,163Expenses 2015: $188,000Net Income 2015: -$132,8372015Revenue 2016: $50,559Expenses 2016: $161,650Net Income 2016: -$111,0912016Revenue 2017: $189,185Expenses 2017: $170,836Net Income 2017: $18,3492017Revenue 2018: $6,226Expenses 2018: $170,362Net Income 2018: -$164,1362018Revenue 2019: $1,213,298Expenses 2019: $348,724Net Income 2019: $864,5742019Revenue 2020: $190,918Expenses 2020: $360,242Net Income 2020: -$169,3242020Revenue 2021: $390,032Expenses 2021: $461,923Net Income 2021: -$71,8912021Revenue 2022: $64,180Expenses 2022: $17,707Net Income 2022: $46,4732022Revenue 2023: $17,537Expenses 2023: $607,664Net Income 2023: -$590,1272023Revenue 2024: $125,348Expenses 2024: $306,957Net Income 2024: -$181,6092024

Highlighted filing

2024

Revenue$125,348
Expenses$306,957
Net Income-$181,609
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,053,681
Liabilities
$0
Net assets
$1,053,681
Revenue
$125,348
Expenses
$306,957
Net income
-$181,609
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.13$0.31$0.18
2023Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.02$0.61$0.59
2022Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.06$0.02$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.39$0.46$0.07
2020Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.19$0.36$0.17
2019Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$1.21$0.35$0.86
2018Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.01$0.17$0.16
2017Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.19$0.17$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.05$0.16$0.11
2015Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.06$0.19$0.13
2014Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$0.08$0.18$0.10
2013Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$0.16
2012Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$0.16
2011Summary only. Only limited summary data is available for this year.$2.08$0.00$0.25$0.47$0.21
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 1, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN BROCHSTEINTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Raymond & Susan Brochstein Foundation
EIN
76-0039176
Phone
7138066070
Address
407 THAMER CIRCLE, HOUSTON, TX 77024

Signing Officer

Name
Raymond Brochstein
Title
Trustee
Phone
7138066070
Signed
2025-05-01
Discuss with paid preparer
Yes

Preparer

Firm
Weaver and Tidwell Llp
Address
4400 POST OAK PARKWAY SUITE 1100, HOUSTON, TX 77027
Preparer
W Cory Bunyard
Phone
7138508787
Raw XML Appendix338 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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IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0407 THAMER CIRCLE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0HOUSTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd077024
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0SUSAN BROCHSTEIN
IRS990PF/StatementsRegardingActyGrp/PhoneNum07138066070
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0SUSAN BROCHSTEIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0300000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0WILLIAM MARSH RICE UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt06100 MAIN ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0HOUSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd077005
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0300000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt069651
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt069651
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0528332
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0339598
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0242643
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0228706
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0228706
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01340922
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0230349
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0528332
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0339598
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0242643
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0300000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0230349
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01569628
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01339279
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0350
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0INCOME IN TRANSIT
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01306
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt01306
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0720
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ADJUST FOR PRIOR UNREALIZED GAIN/(LOSS) NO LONGER STATED ON BOOKS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt06676
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADMINISTRATIVE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt06676
TaxesSchedule/TaxesDetail/Amt0281
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0281
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RAYMOND BROCHSTEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07138066070
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RAYMOND & SUSAN BROCHSTEIN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0RAYM
ReturnHeader/Filer/EIN0760039176
ReturnHeader/Filer/PhoneNum07138066070
ReturnHeader/Filer/USAddress/AddressLine1Txt0407 THAMER CIRCLE
ReturnHeader/Filer/USAddress/CityNm0HOUSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077024
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0750786316
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WEAVER AND TIDWELL LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04400 POST OAK PARKWAY SUITE 1100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOUSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077027
ReturnHeader/PreparerPersonGrp/PhoneNum07138508787
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0W CORY BUNYARD
ReturnHeader/ReturnTs02025-05-05T11:05:31-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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