Civic Intelligence

The Samuels Foundation

990 • Fiscal year 2014 • EIN 76-0207517

Sep 01, 2013 to Aug 31, 2014 • Filed on Apr 13, 2015

Organization ProfileNone
5603 South Braeswood Blvd77096

(713) 729-7000

Siviq Scores

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

Liabilities / Assets

46th percentile

0.08x

Higher debt load relative to assets than 46% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

14th percentile

0.00x

Higher debt load relative to revenue than 14% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

11th percentile

-26%

Higher net margin than 11% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

77th percentile

$117,719

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 11.1% of source-year revenue.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

1st percentile

-95%

Faster asset growth than 1% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets46th percentile

Assets

Down

$13,242

Down $280,097 (-95%) from 2013

Net Assets

Down

$12,120

Down $280,097 (-96%) from 2013

Liabilities

Flat

$1,122

Flat from 2013

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin11th percentile

Revenue

$1,062,026

No earlier filing loaded for comparison.

Expenses

Up

$1,342,123

Up $243,986 (+22%) from 2013

Net Income

-$280,097

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth1st percentile

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

$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

2014

Assets$13,242
Liabilities$1,122
Net Assets$12,120
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$1,062,026
Expenses$1,342,123
Net Income-$280,097
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2013 to Aug 31, 2014
Signed
Apr 13, 2015
Return Version
2013v4.0
Gross Receipts
$1,062,026
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.

The Samuels Foundation 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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$293,339$13,242▼ $280,097
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$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-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$293,339$13,242▼ $280,097
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$1,122$1,122→ $0
Total Liabilities$1,122$1,122→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$292,217$12,120▼ $280,097
Total Net Assets Fund Balance$292,217$12,120▼ $280,097
Total Liabilities and Net Assets / Fund Balance$293,339$13,242▼ $280,097

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$292,217$1,062,000▲ $26-$12,120
2012$589,863$777,485▲ $5,490-$292,217
2011$1,585,368-▲ $15,680-$589,863
2010$1,927,152$150,000▲ $34,886-$1,585,368
2009$2,780,737$630,000▼ $867,829-$1,927,152
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleOtherTotal
Roberta HermanAsst. Secretary$117,719$117,719

Board Members and Trustees

NameTitle
Barbara G SamuelsPresident
Stephen M KaufmanVice President
Ben RosenbergTrustee
Marc E GrossbergSecretary
J Victor SamuelsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,062,000
Program Service Revenue
$0
Investment Income
$26
Other Revenue
$0
All Other Contributions
$1,062,000
Change in Net Assets
$-280,097
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,335,671
Other Expenses$6,452
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,335,671--$1,335,671
Fees for Services Other-$4,400-$4,400
Fees for Services Accounting-$1,850-$1,850
Office Expenses-$202-$202
Total Functional Expenses$1,335,671$6,452$0$1,342,123
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
76-0205816-501(c)(3)General support$341,500
74-1198298-501(c)(3)General support$202,450
04-2103552-501(c)(3)General support$200,500
74-6001399-501(c)(3)General support$109,000
76-0404267-501(c)(3)General support$65,000
13-5599486-501(c)(3)General support$46,000
74-1167964-501(c)(3)General support$25,000
13-1818723-501(c)(3)General support$20,000
74-2119190-501(c)(3)General support$20,000
76-0228065-501(c)(3)General support$17,500
76-0513493-501(c)(3)General support$15,000
74-1152607-501(c)(3)General support$15,000
26-2959996-501(c)(3)General support$15,000
76-0343171-501(c)(3)General support$12,500
94-3092396-501(c)(3)General support$12,500
74-6016764-501(c)(3)General support$12,500
74-6053200-501(c)(3)General support$12,500
75-1786051-501(c)(3)General support$11,000
13-5563393-501(c)(3)General support$10,500
74-2178563-501(c)(3)General support$10,000
74-1488102-501(c)(3)General support$10,000
76-0127748-501(c)(3)General support$8,500
74-1990541-501(c)(3)General support$7,000
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-
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

“J. Victor and Barbara Samuels have a family relationship.”

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

“The Form 990 is initially reviewed by the Houston Jewish Community Foundation staff accountant and then reviewed by the CFO of the Jewish Federation of Greater Houston. 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 Conflicts of Interest Statement is distributed to Board members every year and follow up is continued until statements have been completed and returned. If there are conflicts of interests, they are addressed to the entire Board at the next regularly scheduled board meeting.”

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

“Upon request.”

Filing and Contact Details

Filer

EIN
76-0207517
Phone
7137297000

Signing Officer

Name
Stephen M Kaufman
Title
Vice President
Signed
2015-04-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Barbara G Samuels
Formed
1986
Legal Domicile
TX
Voting Board Members
5
Independent Board Members
4
Employees
0

Preparer

Preparer
Jody Blazek
Phone
7134395739
Supplemental Narrative

Financial Statement Notes

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

“The Foundation holds funds to support the mission of the Jewish Federation of Greater Houston to preserve and enrich Jewish communal life through innovative and visionary leadership that is responsive and responsible to Jewish communities locally, nationally, in Israel, and around the world.”

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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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Foundation holds funds to support the mission of the Jewish Federation of Greater Houston to preserve and enrich Jewish communal life through innovative and visionary leadership that is responsive and responsible to Jewish communities locally, nationally, in Israel, and around the world.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4: Intended uses of the endowment fund.
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0General support
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1General support
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2General support
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3General support
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4General support
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5General support
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6General support
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt7General support
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt8General support
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt9General support
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt10General support
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt11General support
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt12General support
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt13General support
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt14General support
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt15General support
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt17General support

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,242
Liabilities
$1,122
Net assets
$12,120
Revenue
$1,062,026
Expenses
$1,342,123
Net income
-$280,097
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