Civic Intelligence

The Samuels Foundation

EIN 76-0207517 • 501(c)3 • Houston, TX

Profile

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

5603 South Braeswood BlvdHouston, TX 77096

none

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

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

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 2017 to 2019

Revenue Growth

17th percentile

-50%

Faster revenue growth than 17% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2017 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $943 (-100%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$0

Up $7,157 (+100%) from 2018

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Up

$7,157

Up $7,157 from 2018

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset Growth9th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KAssets 2010: $1,979,664Liabilities 2010: $52,512Net Assets 2010: $1,927,1522010Assets 2011: $1,586,121Liabilities 2011: $753Net Assets 2011: $1,585,3682011Assets 2012: $590,738Liabilities 2012: $875Net Assets 2012: $589,8632012Assets 2013: $293,339Liabilities 2013: $1,122Net Assets 2013: $292,2172013Assets 2014: $13,242Liabilities 2014: $1,122Net Assets 2014: $12,1202014Assets 2015: $4,969Liabilities 2015: $6Net Assets 2015: $4,9632015Assets 2016: $1,305Liabilities 2016: $1,857Net Assets 2016: -$5522016Assets 2017: $1,555Liabilities 2017: $8,145Net Assets 2017: -$6,5902017Assets 2018: $943Liabilities 2018: $8,100Net Assets 2018: -$7,1572018Assets 2019: $0Net Assets 2019: $02019

Highlighted filing

2019

Assets$0
Liabilities-
Net Assets$0
Open 2019 Filing

Operations Trend

Revenue Growth17th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $736,7562010Expenses 2011: $574,3932011Expenses 2012: $1,020,7902012Expenses 2013: $1,098,1372013Revenue 2014: $1,062,026Expenses 2014: $1,342,123Net Income 2014: -$280,0972014Revenue 2015: $1,297,508Expenses 2015: $1,304,665Net Income 2015: -$7,1572015Revenue 2016: $302,003Expenses 2016: $307,518Net Income 2016: -$5,5152016Revenue 2017: $29,000Expenses 2017: $35,038Net Income 2017: -$6,0382017Revenue 2018: $0Expenses 2018: $2,567Net Income 2018: -$2,5672018Revenue 2019: $7,1572019

Highlighted filing

2019

Revenue$7,157
Expenses-
Net Income-
Open 2019 Filing

Filings

Most recent year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
-
Net assets
$0
Revenue
$7,157
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.00$0.01$0.01$0.00$0.00$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.00$0.01$0.01$0.03$0.04$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.30$0.31$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.30$1.30$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$1.06$1.34$0.28
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.29$0.00$0.29$1.10
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.59$0.00$0.59$1.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.59$0.00$1.59$0.57
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.98$0.05$1.93$0.74
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2018 to Jun 30, 2019
Signed
Aug 23, 2019
Return Version
2018v3.1
Gross Receipts
$7,157
Mission and Program Overview

Mission

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

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

Program Services

DescriptionGrantsExpenses
The Samuels Foundation, 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 Jewish Federation of Greater Houston. The Foundation accomplishes these goals by awarding grants to charitable, educational and religious organizations.--
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Barbara G SamuelsPresident-$0--
Stephen M KaufmanVice President-$0--
J Victor SamuelsTreasurer-$0--
Marc E GrossbergSecretary-$0--
Roberta Herman DietrichAsst. Secretary-$0--
Ben RosenbergTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Samuels Foundation
EIN
76-0207517
Phone
7137297000
Address
5603 South Braeswood Blvd, Houston, TX 77096

Signing Officer

Name
Roberta Herman Dietrich
Title
Asst. Secretary
Signed
2019-08-23
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

Other Revenue.1

“Fee adjustments $7157”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $8100 Accounts Payable and Accrued Expenses - Ending $0”

Changes to Organizing or Governing Documents

“A resolution to voluntarily liquidate and dissolve the Corporation was duly adopted by unanimous written consent of the Board of Trustees of the Corporation on June 20, 2019. All debts, liabilities and obligations of the Corporation have been paid, satisfied or discharged, or adequate provision has been made for the payment, satisfaction or discharge thereof.”

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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Roberta Herman Dietrich
IRS990EZ/BooksInCareOfDetail/PhoneNum07137297000
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05603 South Braeswood Blvd
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Houston
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd077096
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0943
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0true
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt07157
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/FinalReturnInd0X
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0943
IRS990EZ/Form990TotalAssetsGrp/EOYAmt00
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt07157
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartIVInd0X
IRS990EZ/InfoInScheduleOPartVIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0-7157
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0-7157
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Barbara G Samuels
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Stephen M Kaufman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2J Victor Samuels
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Marc E Grossberg
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Roberta Herman Dietrich
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Ben Rosenberg
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Asst. Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Trustee
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0true
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherRevenueTotalAmt07157
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Support activities for the benefit of, or carry out, the purposes of the Jewish Federation of Greater Houston through grants to charitable, educational and religious organizations.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The Samuels Foundation, 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 Jewish Federation of Greater Houston. The Foundation accomplishes these goals by awarding grants to charitable, educational and religious organizations.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt08100
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalRevenueAmt07157
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0None
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0741109654
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Jewish Federation of Gtr Houston
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleN/AssetsDistributedInd0true
IRS990ScheduleN/AttorneyGeneralNotifiedInd0true
IRS990ScheduleN/BondLiabilitiesDischargedInd0false
IRS990ScheduleN/BondsOutstandingInd0false
IRS990ScheduleN/DirectorOfSuccessorInd0true
IRS990ScheduleN/EmployeeOfSuccessorInd0true
IRS990ScheduleN/LiabilitiesPaidInd0true
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0Cash for admin/ accounting support
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02019-07-31
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN0760187329
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt0943
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt0501(c)3
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0Cash
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt05603 South Braeswood Blvd
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0Houston
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd0TX
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd077096
IRS990ScheduleN/OwnerOfSuccessorInd0false
IRS990ScheduleN/ReceiveCompensationInd0false
IRS990ScheduleN/RequiredToNotifyAGInd0true
IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt0Due to the close relationship between the Samuels Foundation and its supported organization, the Jewish Federation of Greater Houston, the Samuels Foundation's officers and trustees have typically been individuals who are also current or past officers and/or trustees of the Federation.
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I & 2, Line 2e - Name and Explanation for Involvement in Successor
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Fee adjustments $7157
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Accounts Payable and Accrued Expenses - Beginning $8100 Accounts Payable and Accrued Expenses - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A resolution to voluntarily liquidate and dissolve the Corporation was duly adopted by unanimous written consent of the Board of Trustees of the Corporation on June 20, 2019. All debts, liabilities and obligations of the Corporation have been paid, satisfied or discharged, or adequate provision has been made for the payment, satisfaction or discharge thereof.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Total Liabilities.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Changes to Organizing or Governing Documents
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Roberta Herman Dietrich
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Asst. Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-08-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Samuels Foundation
ReturnHeader/Filer/BusinessNameControlTxt0SAMU
ReturnHeader/Filer/EIN0760207517
ReturnHeader/Filer/PhoneNum07137297000
ReturnHeader/Filer/USAddress/AddressLine1Txt05603 South Braeswood Blvd
ReturnHeader/Filer/USAddress/CityNm0Houston
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077096
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0760269860
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Blazek & Vetterling
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02900 Weslayan Suite 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Houston
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0770275132
ReturnHeader/PreparerPersonGrp/PhoneNum07134395739
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Barbara Murphy
ReturnHeader/ReturnTs02019-08-23T09:12:50-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-09-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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