Civic Intelligence

Samuels Family Foundation

EIN 81-0823589 • Bellaire, TX

4533 Magnolia StBellaire, TX 77401
Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

$25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

15th percentile

0.00x

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

$25M-$50M nonprofits • Source year 2024

Net Margin

6th percentile

-77%

Higher net margin than 6% of similar nonprofits.

$25M-$50M nonprofits • Source year 2024

Top Officer Pay

56th percentile

$0

Higher top officer pay than 56% of similar nonprofits.

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

$25M-$50M nonprofits • Source year 2024

Asset Growth

39th percentile

2.2%

Faster asset growth than 39% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

5th percentile

-48%

Faster revenue growth than 5% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2023 to 2024

Assets

Up

$33,545,815

Up $709,145 (+2.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$33,545,815

Up $709,145 (+2.2%) from 2023

Revenue

Down

$1,944,554

Down $1,811,856 (-48%) from 2023

Expenses

Up

$3,450,285

Up $157,646 (+4.8%) from 2023

Net Income

Down

-$1,505,731

Down $1,969,502 (-425%) from 2023

Trend Graphs

Balance Sheet Trend

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

$40M$30M$20M$10M$0Assets 2015: $35,001,367Liabilities 2015: $02015Assets 2016: $33,824,611Liabilities 2016: $0Net Assets 2016: $33,824,6112016Assets 2017: $35,571,498Liabilities 2017: $0Net Assets 2017: $35,571,4982017Assets 2018: $33,236,150Liabilities 2018: $0Net Assets 2018: $33,236,1502018Assets 2019: $33,328,890Liabilities 2019: $0Net Assets 2019: $33,328,8902019Assets 2020: $32,887,730Liabilities 2020: $0Net Assets 2020: $32,887,7302020Assets 2021: $34,021,472Liabilities 2021: $0Net Assets 2021: $34,021,4722021Assets 2022: $30,083,687Liabilities 2022: $0Net Assets 2022: $30,083,6872022Assets 2023: $32,836,670Liabilities 2023: $0Net Assets 2023: $32,836,6702023Assets 2024: $33,545,815Liabilities 2024: $0Net Assets 2024: $33,545,8152024

Highlighted filing

2024

Assets$33,545,815
Liabilities$0
Net Assets$33,545,815

Operations Trend

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

$40M$30M$20M$10M$0-$10MRevenue 2015: $35,005,601Expenses 2015: $4,234Net Income 2015: $35,001,3672015Revenue 2016: -$798,789Expenses 2016: $377,967Net Income 2016: -$1,176,7562016Revenue 2017: $2,019,579Expenses 2017: $272,692Net Income 2017: $1,746,8872017Revenue 2018: $82,611Expenses 2018: $2,240,181Net Income 2018: -$2,157,5702018Revenue 2019: $3,806,862Expenses 2019: $4,032,010Net Income 2019: -$225,1482019Revenue 2020: $574,723Expenses 2020: $1,682,091Net Income 2020: -$1,107,3682020Revenue 2021: $6,739,437Expenses 2021: $5,497,571Net Income 2021: $1,241,8662021Revenue 2022: $1,720,721Expenses 2022: $6,332,726Net Income 2022: -$4,612,0052022Revenue 2023: $3,756,410Expenses 2023: $3,292,639Net Income 2023: $463,7712023Revenue 2024: $1,944,554Expenses 2024: $3,450,285Net Income 2024: -$1,505,7312024

Highlighted filing

2024

Revenue$1,944,554
Expenses$3,450,285
Net Income-$1,505,731

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 14, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BARBARA SAMUELSDirector-$0--
HARRIS BENJAMIN SAMUELSDirector-$0--
JOSHUA ALEX SAMUELSDirector-$0--
JEREMY GREENFIELD SAMUELSDirector-$0--
Filing and Contact Details

Filer

Filer Name
Samuels Family Foundation
EIN
81-0823589
Phone
7138948077
Address
4533 MAGNOLIA ST, BELLAIRE, TX 77401

Signing Officer

Name
Harris B Samuels
Title
President
Phone
7138948077
Signed
2025-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
227 WEST FIRST STREET SUITE 700, DULUTH, MN 55802
Preparer
Julie Boyer
Phone
2187275025
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0302000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1778934
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2302588
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3508370
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4919600
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5479029
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6675675
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7548588
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2957177
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3912025
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4362909
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5717757
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
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IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0825240
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01649554
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0825240
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt03167944
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt03167944
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0295000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0823028
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0823028
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-1505731
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IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt04
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt04
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0825240
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01507835
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt096622
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt03000
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt042
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt03042
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt01282
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt01282

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