Houston Jewish Community Foundation (EIN 760187329) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1985

Legal Domicile

Principal Officer

Roberta Herman-Dietrich

Phone

3466994523

Tax Period

2023-09-01 to 2024-08-31

Houston Jewish Community Foundation, founded in 1985, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $33.4M in total revenue in fiscal year 2023. Revenue decreased 5% compared to the prior year. Net assets of $163.7M represent 59 months of operating reserves.

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $28,773,366

Program Service Revenue $398,521

Investment Income $4,168,762

Other Revenue $24,719

TOTAL REVENUE $33,365,368

Expense Breakdown

Grants Paid $31,100,662

Salaries & Benefits $849,497

Fundraising Expenses $252,992

Program Expenses $31,148,069

Other Expenses $786,502

TOTAL EXPENSES $32,736,661

Year-over-Year Comparison

	2023	2022	Change
Revenue	$33,365,368	$35,186,276	-0.1%
Expenses	$32,736,661	$29,412,350	+0.1%
Net Income	$628,707	$5,773,926	-0.9%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✓ Foreign Activities ✓ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✓ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$316,262

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Lewis Kalmans	Chair	5.00	Officer Director	$0	$0	$0
Jacob Leon	Vice Chair, Secretary	3.00	Officer Director	$0	$0	$0
Angela Odensky	Treasurer	5.00	Officer Director	$0	$0	$0
David Aaronson	Trustee	1.00	Director	$0	$0	$0
Brad Brookner	Trustee	1.00	Director	$0	$0	$0
Brian Cororve	Trustee	1.00	Director	$0	$0	$0
Jennifer Costa	Trustee	1.00	Director	$0	$0	$0
Jason Feldman	Trustee	1.00	Director	$0	$0	$0
Audrey Fersten	Trustee	1.00	Director	$0	$0	$0
Les Fox	Trustee	1.00	Director	$0	$0	$0
Emily Freedman	Trustee	1.00	Director	$0	$0	$0
Courtney Garson	Trustee	1.00	Director	$0	$0	$0
Jeffrey Gilbert	Trustee	1.00	Director	$0	$0	$0
Dan Gordon	Non-voting Trustee	1.00	Director	$0	$0	$0
Jason Gordon	Trustee	1.00	Director	$0	$0	$0
Leah Gross	Trustee	1.00	Director	$0	$0	$0
Jay Kaplan	Trustee	1.00	Director	$0	$0	$0
Joy Kaplan	Trustee	1.00	Director	$0	$0	$0
Mark Katz	Trustee	1.00	Director	$0	$0	$0
Mark Laskin	Trustee	1.00	Director	$0	$0	$0
Mike Levy	Trustee	1.00	Director	$0	$0	$0
Alan Orkin	Trustee	1.00	Director	$0	$0	$0
Esther Polland	Trustee	1.00	Director	$0	$0	$0
Jody Proler	Trustee	1.00	Director	$0	$0	$0
Mark Rauch	Trustee	1.00	Director	$0	$0	$0
Ann Baker Ronn	Non-voting Trustee	1.00	Director	$0	$0	$0
Rob Shoss	Trustee	1.00	Director	$0	$0	$0
Rick Stein	Trustee	1.00	Director	$0	$0	$0
Tracy Stein	Trustee	1.00	Director	$0	$0	$0
Kevin Steinhart	Trustee	1.00	Director	$0	$0	$0
Eugene Tunitsky	Trustee	1.00	Director	$0	$0	$0
Haya Varon	Trustee	1.00	Director	$0	$0	$0
Roberta Herman-Dietrich	Executive Director	50.00	Officer	$141,992	$30,658	$172,650
Paul Weaver	CFO	50.00	Officer	$121,211	$22,401	$143,612

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$33,365,368	$32,736,661	$260,698,520	$628,707
2023	$35,186,276	$29,412,350	$222,086,626	$5,773,926
2022	$32,520,347	$22,203,974	$202,144,299	$10,316,373
2021	$24,014,170	$18,829,589	$219,913,135	$5,184,581
2020	$34,839,727	$18,852,508	$183,224,607	$15,987,219
2020	$34,839,727	$18,852,508	$183,224,607	$15,987,219
2019	$31,629,448	$15,841,758	$165,879,187	$15,787,690
2018	$25,160,992	$17,049,204	$139,712,920	$8,111,788

Houston Jewish Community Foundation