Civic Intelligence

Houston Jewish Community Foundation

990 • Fiscal year 2020 • EIN 76-0187329

Sep 01, 2019 to Aug 31, 2020 • Filed on Jul 15, 2021

Organization Profilewww.houstonjewishfoundation.com
5603 South Braeswood BlvdHouston, TX 77096

(713) 729-7000

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$183,224,607

Flat from 2020

Net Assets

Flat

$132,689,430

Flat from 2020

Liabilities

Flat

$50,535,177

Flat from 2020

Revenue And Expenses

Revenue

Flat

$34,839,727

Flat from 2020

Expenses

Flat

$18,852,508

Flat from 2020

Net Income

Flat

$15,987,219

Flat from 2020

Historical Trend

Balance Sheet Trend

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

$300M$200M$100M$0Assets 2010: $64,988,288Liabilities 2010: $18,590,248Net Assets 2010: $46,398,0402010Assets 2011: $74,449,478Liabilities 2011: $21,184,337Net Assets 2011: $53,265,1412011Assets 2012: $78,907,128Liabilities 2012: $21,966,694Net Assets 2012: $56,940,4342012Assets 2013: $95,523,515Liabilities 2013: $26,779,956Net Assets 2013: $68,743,5592013Assets 2014: $115,248,096Liabilities 2014: $29,340,731Net Assets 2014: $85,907,3652014Assets 2015: $107,369,412Liabilities 2015: $28,582,353Net Assets 2015: $78,787,0592015Assets 2016: $106,668,734Liabilities 2016: $28,513,522Net Assets 2016: $78,155,2122016Assets 2017: $125,031,776Liabilities 2017: $34,286,528Net Assets 2017: $90,745,2482017Assets 2018: $139,712,920Liabilities 2018: $38,504,102Net Assets 2018: $101,208,8182018Assets 2019: $165,879,187Liabilities 2019: $47,487,617Net Assets 2019: $118,391,5702019Assets 2020: $183,224,607Liabilities 2020: $50,535,177Net Assets 2020: $132,689,4302020Assets 2020: $183,224,607Liabilities 2020: $50,535,177Net Assets 2020: $132,689,4302020Assets 2021: $219,913,135Liabilities 2021: $64,715,574Net Assets 2021: $155,197,5612021Assets 2022: $202,144,299Liabilities 2022: $60,096,123Net Assets 2022: $142,048,1762022Assets 2023: $222,086,626Liabilities 2023: $74,533,266Net Assets 2023: $147,553,3602023Assets 2024: $260,698,520Liabilities 2024: $97,001,040Net Assets 2024: $163,697,4802024

Highlighted filing

2020

Assets$183,224,607
Liabilities$50,535,177
Net Assets$132,689,430
Open 2020 Filing

Operations Trend

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

$40M$30M$20M$10M$0-$10MExpenses 2010: $11,460,7202010Expenses 2011: $10,958,4782011Expenses 2012: $10,717,2392012Expenses 2013: $15,840,2082013Revenue 2014: $30,793,997Expenses 2014: $14,952,117Net Income 2014: $15,841,8802014Revenue 2015: $19,707,254Expenses 2015: $20,071,673Net Income 2015: -$364,4192015Revenue 2016: $12,196,800Expenses 2016: $15,697,691Net Income 2016: -$3,500,8912016Revenue 2017: $25,299,866Expenses 2017: $16,600,024Net Income 2017: $8,699,8422017Revenue 2018: $25,160,992Expenses 2018: $17,049,204Net Income 2018: $8,111,7882018Revenue 2019: $31,629,448Expenses 2019: $15,841,758Net Income 2019: $15,787,6902019Revenue 2020: $34,839,727Expenses 2020: $18,852,508Net Income 2020: $15,987,2192020Revenue 2020: $34,839,727Expenses 2020: $18,852,508Net Income 2020: $15,987,2192020Revenue 2021: $24,014,170Expenses 2021: $18,829,589Net Income 2021: $5,184,5812021Revenue 2022: $32,520,347Expenses 2022: $22,203,974Net Income 2022: $10,316,3732022Revenue 2023: $35,186,276Expenses 2023: $29,412,350Net Income 2023: $5,773,9262023Revenue 2024: $33,365,368Expenses 2024: $32,736,661Net Income 2024: $628,7072024

Highlighted filing

2020

Revenue$34,839,727
Expenses$18,852,508
Net Income$15,987,219
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2019 to Aug 31, 2020
Signed
Jul 15, 2021
Return Version
2019v5.0
Gross Receipts
$128,224,007
Mission and Program Overview

Mission

The Houston Jewish Community Foundation is a donor-centered community foundation which seeks to perpetuate Jewish values and institutions through the acquisition, professional management, and distribution of charitable resources.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$142,864,490$160,643,704▲ $17,779,214
Investments Other Securities$13,362,295$12,680,309▼ $681,986
Savings and Temporary Cash Investments$6,814,154$7,841,778▲ $1,027,624
Cash and Non-Interest-Bearing Accounts$290,146$206,816▼ $83,330
Pledges and Grants Receivable-$12,501-
Prepaid Expenses and Deferred Charges$6,322$5,830▼ $492
Accounts Receivable$700$0▼ $700
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$165,879,187$183,224,607▲ $17,345,420
Other Assets Total$2,541,080$1,833,669▼ $707,411
Liabilities
Escrow Account Liability$46,680,831$49,675,427▲ $2,994,596
Grants Payable$79,261$449,922▲ $370,661
Other Liabilities$151,242$398,820▲ $247,578
Accounts Payable and Accrued Expenses$576,283$11,008▼ $565,275
Total Liabilities$47,487,617$50,535,177▲ $3,047,560
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$112,915,859$126,835,551▲ $13,919,692
Net Assets With Donor Restrictions$5,475,711$5,853,879▲ $378,168
Total Net Assets Fund Balance$118,391,570$132,689,430▲ $14,297,860
Total Liabilities and Net Assets / Fund Balance$165,879,187$183,224,607▲ $17,345,420

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$26,749$26,749

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$134,430,111$25,631,580▲ $14,059,351$36,793$154,407,065
2018$118,562,849$28,638,550▲ $4,639,081$35,809$134,430,111
2017$106,205,954$23,680,925▲ $6,735,770$35,013$118,562,849
2016$90,901,834$24,858,141▲ $8,542,494$20,441$106,205,954
2015$91,060,553$13,250,271▲ $2,921,529$18,621$90,901,834
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Roberta Herman DietrichExecutive DirectorFT$129,671$18,582$148,253

Board Members and Trustees

NameTitle
Rick SteinChair
Jay KaplanVice Chair
Adam FinnTrustee
Ann Baker RonnTrustee
Audrey FerstenTrustee
Barry LewisTrustee
Ben RosenbergTrustee
Benjamin WarrenTrustee
Daniel P GordonTrustee
David BreslauerTrustee
Donald FreedmanTrustee
Donald M GraubartTrustee
Edward SchreiberTrustee
Esther PollandTrustee
Gaby BraunTrustee
Gerald MerfishTrustee
Haya VaronTrustee
Jack PolatsekTrustee
Joe L WilliamsTrustee
Lauren Kaufman BlachmanTrustee
Mark BrooknerTrustee
Michael RubensteinTrustee
Rebecca Fein LuksTrustee
Robert GoodfriendTrustee
Rosanne KaufmannTrustee
Sam StolbunTrustee
Steven J FinkelmanTrustee
Susan BassTrustee
Thomas FishTrustee
Vikki EvansTrustee
Zach SilvermanTrustee
Rob ShossSecretary
Lewis KalmansTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
DiMeo SchneiderFiducientInvestment management500 W Madison St 1700, Chicago, IL 60661$109,341
Revenue and Support

Revenue Composition

Contributions and Grants
$18,038,562
Program Service Revenue
$321,743
Investment Income
$14,020,852
Other Revenue
$2,458,570
All Other Contributions
$14,460,458
Change in Net Assets
$15,987,219

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded144$7,164,753Val date rcvd
Total Noncash Contributions144$7,164,753-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$17,579,748
Salaries, Compensation, and Employee Benefits$719,055
Other Expenses$553,705
Total Fundraising Expense$155,009
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$17,579,748--$17,579,748
Other Salaries and Wages$13,194$445,458$5,080$463,732
Insurance-$241,804-$241,804
Current Officers, Directors, Trustees, and Key Employees$17,881$24,540$105,830$148,251
Fees for Service Investment Mgmnt Fees-$128,897-$128,897
Office Expenses-$58,427-$58,427
Payroll Taxes$2,612$32,715$9,092$44,419
Other Employee Benefits$2,006$37,725$4,222$43,953
Information Technology-$39,163-$39,163
Advertising-$23,410-$23,410
Fees for Services Accounting-$21,580-$21,580
Pension Plan Contributions$1,100$13,772$3,828$18,700
Fees for Services Other-$10,089-$10,089
Other Expenses-$1,127$26,957$1,127
Conferences and Meetings-$696-$696
Total Functional Expenses$17,616,541$1,080,958$155,009$18,852,508
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Jewish Federation Grtr HstnHouston, TX501(c)(3)General Support$2,816,911
JCC-ER Jewish Community CntrHouston, TX501(c)(3)General Support$1,085,718
Jewish Family ServiceHouston, TX501(c)(3)General Support$959,703
National Philanthropic TrustJenkintown, PA501(c)(3)General Support$684,516
Texas Childrens HospitalHouston, TX501(c)(3)General Support$557,050
Holocaust Museum HoustonHouston, TX501(c)(3)General Support$520,990
Congregation Beth IsraelHouston, TX501(c)(3)General Support$480,680
Jewish Federations N AmericaNew York, NY501(c)(3)General Support$463,180
Congregation Emanu ElHouston, TX501(c)(3)General Support$421,186
Congregation Beth YeshurunHouston, TX501(c)(3)General Support$306,216
RespectAbilityRockville, MD501(c)(3)General Support$301,490
Menninger ClinicHouston, TX501(c)(3)General Support$300,000
7 Acres Jewish Senior CareHouston, TX501(c)(3)General Support$282,410
Congregation Brith ShalomBellaire, TX501(c)(3)General Support$268,403
Hand in Hand Jewish-Arab EdPortland, OR501(c)(3)General Support$260,480
American Jewish Joint DistribNew York, NY501(c)(3)General Support$224,100
William Marsh Rice UnivHouston, TX501(c)(3)General Support$210,425
Food Bank Rio Grande ValleyMcAllen, TX501(c)(3)General Support$190,000
American Assoc Ben GurionNew York, NY501(c)(3)General Support$179,697
Emery-Weiner Ctr Jewish EduHouston, TX501(c)(3)General Support$174,123
Jewish Community Assoc AustinAustin, TX501(c)(3)General Support$163,270
Robert M Beren AcademyHouston, TX501(c)(3)General Support$127,750
Houston Jewish Family FdnHouston, TX501(c)(3)General Support$122,108
Beth Yeshurun Day SchoolHouston, TX501(c)(3)General Support$114,808
American Israel Education FdnWashington, DC501(c)(3)General Support$111,000
Goldberg Montessori SchoolBellaire, TX501(c)(3)General Support$109,981
Mental Health America HstnHouston, TX501(c)(3)General Support$107,422
Texas Hillel FdnAustin, TX501(c)(3)General Support$104,380
Houston SPCAHouston, TX501(c)(3)General Support$103,150
American Society for Yad VashemNew York, NY501(c)(3)General Support$100,700
DJCC Develop CorporationAustin, TX501(c)(3)General Support$100,180
Judaism & Democracy ActionWhite Plains, NY501(c)(3)General Support$100,000
UT Rio Grande Valley FdnEdinburg, TX501(c)(3)General Support$100,000
Houston Jewish Geriatric FdnHouston, TX501(c)(3)General Support$99,453
PEF Israel Endowment FundsNew York, NY501(c)(3)General Support$97,280
Friends of IDF Texas ChapterHouston, TX501(c)(3)General Support$77,190
Hstn Congr for Reform JudaismHouston, TX501(c)(3)General Support$74,637
Houston Methodist Hospital FdnHouston, TX501(c)(3)General Support$74,500
United Way of Greater HoustonHouston, TX501(c)(3)General Support$70,860
Camp Young JudaeaBellaire, TX501(c)(3)General Support$70,303
Baylor College of MedicineHouston, TX501(c)(3)General Support$69,100
Second Servings of HoustonBellaire, TX501(c)(3)General Support$68,800
AJC American Jewish CommitteePhiladelphia, PA501(c)(3)General Support$67,725
Hadassah - Womens Zionist OrgHouston, TX501(c)(3)General Support$66,820
ADL Anti-Defamation LeagueHouston, TX501(c)(3)General Support$66,575
TorchHouston, TX501(c)(3)General Support$62,750
UT HealthHouston, TX501(c)(3)General Support$61,650
Schwab Charitable FundOrlando, FL501(c)(3)General Support$60,748
Harold Grinspoon FdnAgawam, MA501(c)(3)General Support$58,894
University of HoustonHouston, TX501(c)(3)General Support$58,500
Houston Food BankHouston, TX501(c)(3)General Support$57,990
Houston HillelHouston, TX501(c)(3)General Support$57,180
Houston Friendship CircleHouston, TX501(c)(3)General Support$57,050
Planned Parenthood Gulf CoastHouston, TX501(c)(3)General Support$50,900
Contemporary Arts MuseumHouston, TX501(c)(3)General Support$50,000
Instit Southern Jewish LifeJackson, MS501(c)(3)General Support$50,000
Instit for Spirit & Health TXHouston, TX501(c)(3)General Support$50,000
Israel Childrens CentersDeerfield Beach, FL501(c)(3)General Support$49,552
Young Judaea GlobalNew York, NY501(c)(3)General Support$46,760
Interfaith Ministries HstnHouston, TX501(c)(3)General Support$40,960
J Street Education FundWashington, DC501(c)(3)General Support$40,600
UT Medical Branch GalvestonGalveston, TX501(c)(3)General Support$40,000
Irvin Shlenker School-BethIsrHouston, TX501(c)(3)General Support$38,060
American Friends of Leket IsraelTeaneck, NJ501(c)(3)General Support$37,300
Amala FoundationAustin, TX501(c)(3)General Support$35,000
Houston Police FoundationHouston, TX501(c)(3)General Support$34,000
UT MD AndersonHouston, TX501(c)(3)General Support$33,900
Child AdvocatesHouston, TX501(c)(3)General Support$30,250
Grtr Houston Community FdnHouston, TX501(c)(3)General Support$30,250
Hebrew Union College- JIRLos Angeles, CA501(c)(3)General Support$29,948
Auschwitz Instit Prev GenocidNew York, NY501(c)(3)General Support$28,750
New Israel FundLewiston, ME501(c)(3)General Support$28,500
American Friends Hebrew UnivNew York, NY501(c)(3)General Support$27,482
Kinkaid SchoolHouston, TX501(c)(3)General Support$27,450
Union for Reform JudaismNew York, NY501(c)(3)General Support$27,400
Chabad of West HoustonHouston, TX501(c)(3)General Support$26,642
Aishel HouseHouston, TX501(c)(3)General Support$26,138
Planned Parenthood-TXAustin, TX501(c)(3)General Support$26,000
Hstn Museum Natural ScienceHouston, TX501(c)(3)General Support$25,200
Jewish Communal FundNew York, NY501(c)(3)General Support$25,000
Jewish Federation Grtr PAPhiladelphia, PA501(c)(3)General Support$25,000
Vita Living FdnHouston, TX501(c)(3)General Support$25,000
Center for Contemporary ArtsSanta Fe, NM501(c)(3)General Support$24,600
Women Donors NetworkSan Francisco, CA501(c)(3)General Support$24,500
Archway AcademyHouston, TX501(c)(3)General Support$22,650
St Jude Childrens HospitalMemphis, TN501(c)(3)General Support$21,350
UT Law School FdnAustin, TX501(c)(3)General Support$21,250
Birthright Israel FoundationNew York, NY501(c)(3)General Support$21,050
Society for Welfare-IsraeliHouston, TX501(c)(3)General Support$21,000
Houston Symphony SocietyHouston, TX501(c)(3)General Support$20,200
Kids MealsHouston, TX501(c)(3)General Support$20,100
Crime Stoppers of HoustonHouston, TX501(c)(3)General Support$20,000
Friends of Galveston PoliceGalveston, TX501(c)(3)General Support$20,000
Healthcare for Homeless HstnHouston, TX501(c)(3)General Support$20,000
ImpactIsraelBethesda, MD501(c)(3)General Support$20,000
Protect Democracy ProjectNew York, NY501(c)(3)General Support$20,000
Tikvah FundNew York, NY501(c)(3)General Support$20,000
American Friends of Tel AvivNew York, NY501(c)(3)General Support$19,500
Aid to Victims Domestic AbuseHouston, TX501(c)(3)General Support$19,460
Trees for HoustonHouston, TX501(c)(3)General Support$19,050
Alley TheatreHouston, TX501(c)(3)General Support$18,150
Jewish Community Center AssocNew York, NY501(c)(3)General Support$18,000
Salanta Akiba Riverdale AcadRiverdale, NY501(c)(3)General Support$18,000
TX Freedom Network EducationAustin, TX501(c)(3)General Support$16,100
Houston Baptist UniversityHouston, TX501(c)(3)General Support$16,000
LittleglobeSanta Fe, NM501(c)(3)General Support$16,000
UT at AustinAustin, TX501(c)(3)General Support$15,750
Rhizome CommunicationsNew York, NY501(c)(3)General Support$15,433
Hebrew Free Loan Assoc HstnHoustonhe, TX501(c)(3)General Support$15,118
American Society for TechnionNew York, NY501(c)(3)General Support$15,100
Canopy Canopy CanopyNew York, NY501(c)(3)General Support$15,000
Houston Comm College FdnHouston, TX501(c)(3)General Support$15,000
New Energy EconomySanta Fe, NM501(c)(3)General Support$15,000
Jewish Community ActionSt Paul, MN501(c)(3)General Support$14,500
Young Israel of HoustonHouston, TX501(c)(3)General Support$14,178
Jewish National FundVan Nuys, CA501(c)(3)General Support$13,620
Mickey Leland Kibbutzim IntrnHouston, TX501(c)(3)General Support$13,500
Moishe HouseCharlotte, NC501(c)(3)General Support$13,000
Houston Ballet FdnHouston, TX501(c)(3)General Support$12,750
SEARCH Homeless ServicesHouston, TX501(c)(3)General Support$12,550
IgniteOakland, CA501(c)(3)General Support$12,500
Bellaire Jewish CenterBellaire, TX501(c)(3)General Support$12,488
Central Conf of American RabbisNew York, NY501(c)(3)General Support$11,800
Wounded Warrior ProjectTopeka, KS501(c)(3)General Support$11,550
KIPP TexasHouston, TX501(c)(3)General Support$11,500
The Center for PursuitHouston, TX501(c)(3)General Support$11,300
TIRR-Instit Rehab & ResearchHouston, TX501(c)(3)General Support$11,250
Shul of Bellaire ChabadBellaire, TX501(c)(3)General Support$11,050
Site Santa FeSante Fe, NM501(c)(3)General Support$11,000
Honest ReportingNew York, NY501(c)(3)General Support$10,300
Easter Seals of Grtr HoustonHouston, TX501(c)(3)General Support$10,200
Foundation for Jewish CampNew York, NY501(c)(3)General Support$10,150
All Stars ProjectNew York, NY501(c)(3)General Support$10,000
Amigos de las AmericasHouston, TX501(c)(3)General Support$10,000
Career & Recovery ResourcesHouston, TX501(c)(3)General Support$10,000
New Leaders CouncilWashington, DC501(c)(3)General Support$10,000
Partners Reach Out Ulpanet DolevRiverdale, NY501(c)(3)General Support$10,000
Pittsburg State Univ FdnPittsburg, KS501(c)(3)General Support$10,000
Project InspireClifton, NJ501(c)(3)General Support$10,000
Radius BooksSanta Fe, NM501(c)(3)General Support$10,000
Sinai Hospital of BaltimoreBaltimore, MD501(c)(3)General Support$10,000
TIKVA Childrens HomeWest Caldwell, NJ501(c)(3)General Support$10,000
TSU Institute for EERHouston, TX501(c)(3)General Support$10,000
The Cure Starts Now FdnCincinnati, OH501(c)(3)General Support$10,000
Theatre AspenAspen, CO501(c)(3)General Support$10,000
Unity CenterMills River, NC501(c)(3)General Support$10,000
University of Illinois FdnChicago, IL501(c)(3)General Support$10,000
Temple SinaiHouston, TX501(c)(3)General Support$9,400
Children at RiskHouston, TX501(c)(3)General Support$9,100
Museum of Fine ArtsHouston, TX501(c)(3)General Support$8,735
Jewish MuseumNew York, NY501(c)(3)General Support$8,500
Temple Beth ShalomCherry Hill, NJ501(c)(3)General Support$8,495
National Council Jewish WomenBellaire, TX501(c)(3)General Support$8,410
Torah Girls Academy of TXHouston, TX501(c)(3)General Support$8,100
Ann Richards School FdnAustin, TX501(c)(3)General Support$8,000
United Jewish Appeal AspenDenver, CO501(c)(3)General Support$7,846
Ignite Adaptive SportsBoulder, CO501(c)(3)General Support$7,825
Doctors Without BordersHagerstown, MD501(c)(3)General Support$7,750
St Johns SchoolHouston, TX501(c)(3)General Support$7,720
Aspen Jewish CongregationAspen, CO501(c)(3)General Support$7,600
St Thomas High SchoolHouston, TX501(c)(3)General Support$7,600
Friends of the Children AustinAustin, TX501(c)(3)General Support$7,500
Jewish Federation North NJParamus, NJ501(c)(3)General Support$7,500
Maui Food BankWailuku, HI501(c)(3)General Support$7,500
ACLU FoundationNew York, NY501(c)(3)General Support$7,250
Episcopal High SchoolHouston, TX501(c)(3)General Support$7,250
Camp Ramah in CaliforniaEncino, CA501(c)(3)General Support$7,050
Julie Rogers Gift of LifeBeaumont, TX501(c)(3)General Support$7,000
Central SynagogueNew York, NY501(c)(3)General Support$6,950
Rutherford B H Yates MuseumHouston, TX501(c)(3)General Support$6,800
Crisis Intervention HoustonHouston, TX501(c)(3)General Support$6,422
Bnai Vail CongregationVail, CO501(c)(3)General Support$6,200
Congregation Agudas AchimAustin, TX501(c)(3)General Support$6,000
Juvenile Diabetes ResearchHouston, TX501(c)(3)General Support$6,000
Media Cares FoundationNew York, NY501(c)(3)General Support$6,000
IkarLos Angeles, CA501(c)(3)General Support$5,765
Jewish Federation San DiegoSan Diego, CA501(c)(3)General Support$5,750
Houston Grand OperaHouston, TX501(c)(3)General Support$5,700
Medical BridgesHouston, TX501(c)(3)General Support$5,700
KUHF-Hstn Public Media FdnHouston, TX501(c)(3)General Support$5,612
K-9 Angels RescueHouston, TX501(c)(3)General Support$5,600
FjcNew York, NY501(c)(3)General Support$5,500
Memorial Hermann FdnHouston, TX501(c)(3)General Support$5,500
Hiddush Freedom Religion IsraelBronx, NY501(c)(3)General Support$5,250
Jewish Federation NashvilleNashville, TN501(c)(3)General Support$5,250
New York UniversityNew York, NY501(c)(3)General Support$5,250
Salvation ArmyHouston, TX501(c)(3)General Support$5,250
Texas AppleseedAustin, TX501(c)(3)General Support$5,250
Houston Urban Debate LeagueHouston, TX501(c)(3)General Support$5,180

International Summary

Spending
$1,220,000

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
Middle East/N. AfricaInvestment-00$1,220,000
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 affiliates$295,792
Paycheck Protection Program Loan$103,028
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 1A: Explanation of Delegated Broad Authority to Committee

“The Foundation has an Executive Committee consisting of the Elected Officers and the immediate past Chair of the Foundation as ex-officio voting members, plus up to three additional members of the Board of Trustees appointed by the Chair. The Board Chair is the Chair of the Executive Committee. The Executive Committee assists and facilitates reviewing issues facing the Foundation and provides oversight and direction to the Chair and Foundation Director. The Executive Committee also helps guide the work of the Board of Trustees and meets on an as-needed basis. The Committee is responsible for approving weekly grants prepared by the Foundation staff for distribution, and the Committee accepts or rejects the recommendations from the Special Gifts and Real Estate Committee. It is also authorized to exercise the full power of the Board to act between Board meetings upon matters which require action prior to the next Board meeting.”

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

“The Form 990 is initially reviewed by the Chief Financial Officer. The Form is then reviewed by the Executive Director. A copy is then provided to all Board members prior to filing.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“A Conflict of Interest Statement is distributed to Board members every year and several follow-ups are made. If there are conflicts of interest, they are addressed with the Foundation's Executive Director and the Chair of the Foundation Board. If appropriate, the conflict is brought before the Board.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“The Personnel Sub-Committee is responsible for determining the compensation of the organization's Executive Director. Her compensation is determined after a review of comparable data of non-profit community foundations of similar size.”

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

“These documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Houston Jewish Community Foundation
EIN
76-0187329
Phone
7137297000
Address
5603 South Braeswood Blvd, Houston, TX 77096

Signing Officer

Name
Roberta Herman Dietrich
Title
Executive Director
Signed
2021-07-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Roberta Herman Dietrich
Formed
1985
Legal Domicile
TX
Voting Board Members
33
Independent Board Members
33
Employees
6
Volunteers
33

Preparer

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

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Increases

“Increase in value of CSV insurance = $121325”

Financial Statement Notes

Part IV, Line 2B: Explanation of escrow account liability

“Funds held for others include amounts held on behalf of other charitable organizations which are combined with the Foundation's investments to create a pool of investments for the purpose of administrative and investing convenience.”

Part V, Line 4: Intended uses of the endowment fund.

“The Houston Jewish Community Foundation holds funds to support the practice of tzedakah (righteousness, charity) and the pursuit of tikkun olam (repairing the world) by serving as a central resource and advocate for charitable giving.”

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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$183,224,607
Liabilities
$50,535,177
Net assets
$132,689,430
Revenue
$34,839,727
Expenses
$18,852,508
Net income
$15,987,219
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$261$97.0$164$33.4$32.7$0.63
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$222$74.5$148$35.2$29.4$5.77
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$202$60.1$142$32.5$22.2$10.3
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$220$64.7$155$24.0$18.8$5.18
2020Detailed filing. Detailed filing data is available for this year.$183$50.5$133$34.8$18.9$16.0
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$183$50.5$133$34.8$18.9$16.0
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$166$47.5$118$31.6$15.8$15.8
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$140$38.5$101$25.2$17.0$8.11
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$125$34.3$90.7$25.3$16.6$8.70
2016Detailed filing. Detailed filing data is available for this year.$107$28.5$78.2$12.2$15.7$3.50
2015Detailed filing. Detailed filing data is available for this year.$107$28.6$78.8$19.7$20.1$0.36
2014Detailed filing. Detailed filing data is available for this year.$115$29.3$85.9$30.8$15.0$15.8
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$95.5$26.8$68.7$15.8
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$78.9$22.0$56.9$10.7
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$74.4$21.2$53.3$11.0
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$65.0$18.6$46.4$11.5
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)3 • $100M-$250M nonprofits