Houston Jewish Community Foundation

Nonprofit profile at a glance

EIN
760187329
IRS 990 coverage
2009–2024
Official website data refreshed
Sep 2026
Forms available
Form 990 2024, Form 990-T 2024
Location
Houston, TX, United States
Phone
346-699-HJCF
Rating
87
Verdict
STRONG
Rating confidence
Moderate
Sector
Community Foundations
Affiliation
Judaism

Official website

Reported finances

Revenue
$32,520,743
Expenses
$30,363,068
Assets
$179,861,943
Liabilities
$5,664,728

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

32 people listed

Executive titles in this filing

  • Roberta Herman-Dietrich (Executive Director)

Highest reported compensation

  • Roberta Herman-Dietrich (Executive Director): $196,410 total reported compensation
  • Paul Weaver (CFO): $160,166 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The Houston Jewish Community Foundation helps individuals and organizations achieve their philanthropic goals by ensuring community needs are met now and for generations to come. The funds are professionally managed by Fiducient Advisors to ensure that donors receive the greatest benefit from their charitable contributions. The Investment Committee of HJCF oversees prudent management of the funds. HJCF has a long-term approach to charitable giving which facilitates the charitable intentions of donors during and beyond their lifetimes. By working with professional advisors, HJCF is able to develop innovative philanthropic strategies with optimal tax benefits that help donors create their own personal legacy. HJCF is structured to advise on and receive gifts of cash, stock, bonds, life insurance, real estate, and other property, and facilitates the creation and adminis.

What it reported doing in 2024

The Houston Jewish Community Foundation envisions the continuation of a thriving and vibrant Jewish community in Houston and Texas. As a primary, trusted, and expert resource for philanthropy, the Houston Jewish Community Foundation will engage, educate, inspire, and serve generations of donors. Celebrating our 40th anniversary, we empower donors to convert generous ideas into deliberate action, address community needs through strategic and high-impact grantmaking, and provide creative philanthropic planning expertise to individuals, families, and community institutions to assist them in achieving their charitable goals.

Operating model

Revenue model
Donor-supported. 65% of the money available for current operations came from contributions and gifts.
Distribution model
Grant intermediary. The nonprofit sent 100% of its reported program spending out as grants.
  • Includes noncash contributions: Reported contributions include donated property or goods.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. The filing reports few safeguards for money sent abroad and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 94
  • Transparency & Controls: 69
  • Accountability: 100
  • Sustainability: 73
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 95.8%; rating input score 96
  • Program expense ratio: 95%; rating input score 95
  • Fundraising efficiency: $90.22 raised per $1 spent on fundraising; rating input score 84; 84th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 92.9%; rating input score 93; 10th percentile among comparable filings
  • Pay-setting controls: 3 of 6 controls in place; rating input score 50
    • Compensation committee: Pass
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Pass
    • Board or committee approval: Pass
  • Foreign activity oversight: Scored; rating input score 0
  • Grant itemization coverage: 85.8%; rating input score 86; 18th percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Yes; rating input score 100

Accountability

  • Independent voting board: 100%; rating input score 100; 66th percentile among comparable filings
  • Governance controls: 9 of 9 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 6.6%; rating input score 59; 59th percentile among comparable filings
  • Total-asset coverage ratio: 5.92; rating input score 87; 87th percentile among comparable filings
  • Liabilities to assets ratio: 0.03; rating input score 87; 87th percentile among comparable filings
  • Officer compensation ratio: 1.2%; rating input score 84; 84th percentile among comparable filings

Growth

  • Program expense growth: 7% per year; rating input score 100; 56th percentile among comparable filings
  • Revenue growth: 5.6% per year; rating input score 100; 49th percentile among comparable filings
  • Asset growth: 8% per year; rating input score 100; 55th percentile among comparable filings

Details

  • What they do: 1 operating location identified
  • Where the money goes: 95.8% of revenue deployed · 95% of spending went to programs
  • Governance: 29 of 29 board members independent · 9 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $28.8M in reported program spending
  • Leadership: top reported pay $196K · 32 people listed · 3 of 6 pay-setting controls reported
  • Highest-paid contractors: 1 contractor listed · $420K reported
  • Consistency: 31 of 32 current checks pass · 1 finding to review
  • Schedules: 9 filed schedules · includes major donors, foreign activity, grants, executive pay, and related organizations
  • Filing history: 16 filing years from 2009 to 2024
  • Contacts: How to reach this organization
  • Money network: 271 filed money-flow records
  • Related organizations: 281 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Transparency & Controls: Foreign activity oversight scored 0/100.
  • Review — Sustainability: Operating margin scored 59/100.
  • Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.