Robert M Beren Academy FY2021 filing

Tax-deductible

Houston, TX501(c)(3)Since 1969EIN 74-1652136Revenue $7.2M in FY2021

On file with the IRSberenacademy.org11333 Cliffwood Dr, 77035-6011 · Houston, TXTax-exempt since Dec 1969School — 170(b)(1)(A)(ii)

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Robert M. Beren Academy (the Academy) was founded to provide an integrated Orthodox Jewish and college preparatory education in an atmosphere of excellence. The Academy serves the greater Houston metropolitan area.

501(c)(3) charity; gifts are tax-deductible.
79¢ of each $1 spent went to programs.
$513K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 6
filings with a surplus
Average deficit $9K a year · under 1% of revenue · last 6 filings
Fine: a surplus in 4 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
79%
of spending
Looks good: 79% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$513K
to officers and key staff · 8% of spending
Looks good: pay to officers and key staff is 8% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
2 mo
of spending, in cash
Fine: 1.9 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
9
named funders · $943K
Looks good: 9 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$1.6M
18% of total assets
Looks good: liabilities are 18% of assets; 50% or less.
Pt X · Ln 26
Independent board members
27
of 27 voting members
Looks good: 27 of 27 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$7.2M
+24% vs prior year
Spent
$6.6M
To programs
79%
Net assets
$7.6M
By yearFY2020–FY2025
Revenue
$7.2M
FY2021▲ +24%
Tap a bar for its year
Revenue by fiscal year
FY2020$5.8M
FY2021$7.2M
FY2022$7.5M
FY2023$9.2M
FY2024$9.6M
FY2025$9.0M
Expenses
$6.6M
FY2021▲ +0.7%
Tap a bar for its year
Expenses by fiscal year
FY2020$6.5M
FY2021$6.6M
FY2022$7.2M
FY2023$8.3M
FY2024$9.4M
FY2025$10.5M
Net assets
$7.6M
FY2021▲ +14%
Tap a bar for its year
Net assets by fiscal year
FY2020$6.7M
FY2021$7.6M
FY2022$7.7M
FY2023$8.8M
FY2024$9.3M
FY2025$8.0M

From the FY2021 Form 990 (year ending July 2021) · figures checked against the IRS filing · see the original

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You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Dec 1969.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

79 cents of each dollar spent went to programs.

Program services 79% · $5.2M Management & general 18% · $1.2M Fundraising 3% · $165K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

31 people listed on the 990; $513K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
Head of School
$229,572Pt VII · Sec A
Upper School Principal
$114,544Pt VII · Sec A
Lower School Principal
$100,500Pt VII · Sec A
Business Manager
$68,145Pt VII · Sec A
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Education Board Chair
$0Pt VII · Sec A
Immediate Past President
$0Pt VII · Sec A

Compensation history total reportable pay by year · 7 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Dr Paul Oberman————$229,572$220,698
Paul Oberman——$120,211$228,701——
Raquel Cedano$127,926$125,426$146,337$135,827$114,544$110,543
Dawn McKernan————$100,500—
Roxanne Maikoetter$87,361$82,540$75,883$69,613$68,145$66,774
Jordan Silvestri——$66,078———
Rabbi Jordan Silvestri$3,323$43,275————

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Offers Orthodox Jewish college prep education, fostering Torah values and connection to Israel.

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Provided by the organization

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1 program · $5.2M · in their own filed words · FY2020
01

Our Mission Is to Provide

1) an integrated Orthodox Jewish and college preparatory education in an atmosphere of excellence, 2) a commitment to Torah and its ethical and moral precepts and to the Jewish People, 3) the development of a spiritual bond with the land and State of Israel and 4) dedication to our American heritage and achievement in contemporary…

$5.2Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
See all 9 funders →
Grants paid · 6 grants · $12.1M · 2019–2024
Unitemized GrantFY2024$2,310,064
Unitemized GrantFY2023$2,122,927
Unitemized GrantFY2022$2,282,332
Unitemized GrantFY2021$2,184,102
Unitemized GrantFY2020$1,588,424
Unitemized GrantFY2019$1,630,871

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$7.2M
Ln 12
Fees for servicesLn 2g$4.1M
Gifts and grantsLn 1h$3.0M
Investment incomeLn 3$165K
Money outPt IX
$6.6M
Ln 25
Programscol B$5.2M
Managementcol C$1.2M
Fundraisingcol D$165K
Owns and owesPt X
$7.6M
net assets · Ln 32
Cash and savingsLn 1–2$1.1M
Total assetsLn 16$9.3M
LiabilitiesLn 26$1.6M
PeoplePt VI, VII
31
listed · VII A
PaidVII A4
Voting boardVI 1a27
IndependentVI 1b27
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$3.0M
Government grantsLn 1e$1.4M
Fundraising eventsLn 1c$400K
Fees for servicesLn 2g$4.1M
Investment incomeLn 3$165K
Gains on assetsLn 7$13K
Total revenueLn 12$7.2M
Assets in detailPt X, end of year
CashLn 1$1.1M
Cash and savings togetherLn 1–2$1.1M
InvestmentsLn 11–13$1.8M
Land, buildings, equipmentLn 10c$6.2M
Other assetsLn 15$1K
Total assetsLn 16$9.3M
LiabilitiesLn 26$1.6M
Net assetsLn 32$7.6M
OperationsPt I, VI
EmployeesI 5117
VolunteersI 6100
Fiscal year endsHeaderJuly
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$679K$1.1M
InvestmentsLn 11–13$1.6M$1.8M
Land, buildings, equipmentLn 10c$6.6M$6.2M
Total assetsLn 16$9.0M$9.3M
LiabilitiesLn 26$2.4M$1.6M
Net assetsLn 32$6.7M$7.6M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$1.6M$1.6M
Pay of current officers, directors and key staffLn 5$314K$225K$79K$10K
Other salaries and wagesLn 7$2.7M$2.0M$685K$91K
Pension plan contributionsLn 8$32K$23K$8K$1K
Other employee benefitsLn 9$119K$85K$30K$4K
Payroll taxesLn 10$216K$155K$54K$7K
Accounting feesLn 11c$15K$15K
Investment management feesLn 11f$12K$12K
Other fees for servicesLn 11g$43K$22K$20K$1K
Advertising and promotionLn 12$1K$1K
Office expensesLn 13$110K$71K$30K$9K
Information technologyLn 14$55K$38K$14K$2K
OccupancyLn 16$340K$244K$85K$11K
TravelLn 17$6K$6K
Conferences, conventions and meetingsLn 19$11K$8K$3K$374
InterestLn 20$50K$35K$12K$2K
Depreciation, depletion and amortizationLn 22$398K$285K$100K$13K
InsuranceLn 23$85K$56K$26K$3K
Other expenses (24a–d)Ln 24$424K$414K$10K
All other expensesLn 24e$3K$2K$720$96
Total functional expensesLn 25$6.6M$5.2M$1.2M$165K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $9.0M$10.5M−$1.5M$8.0M 990 PDF
FY2024 $9.6M$9.4M$269K$9.3M 990 PDF
FY2023 $9.2M$8.3M$902K$8.8M 990 PDF
FY2022 $7.5M$7.2M$244K$7.7M 990 PDF
FY2021 Viewing $7.2M$6.6M$684K$7.6M 990 PDF
FY2020 $5.8M$6.5M−$684K$6.7M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2021 990 (6 parts)
Part I · Summary $7,244,510 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,343,373$3,044,578
I-9 Program service revenuePrior year $4,441,701$4,101,988
I-10 Investment incomePrior year $69,296$165,091
I-11 Other revenuePrior year −$21,075−$67,147
I-12 Total revenuePrior year $5,833,295$7,244,510
I-13 Grants and similar amounts paidPrior year $1,630,871$1,588,424
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $3,542,533$3,417,777
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $1,343,772$1,554,186
I-18 Total expensesPrior year $6,517,176$6,560,387
I-19 Revenue less expensesPrior year −$683,881$684,123
Part VI · Governance 27 of 27 board members independent, no flags
VI-1a Voting members of the governing body27
VI-1b Independent voting members27
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $7,244,510 across 9 lines filed
VIII-1c Fundraising events$399,518
VIII-1e Government grants$1,392,200
VIII-1f All other contributions, gifts and grants$1,252,860
VIII-1h Total contributions, gifts and grants$3,044,578
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $4,101,988$4,101,988
VIII-3 Investment incomeExcluded from tax $152,495$152,495
VIII-7 Net gain or loss on sales of assetsExcluded from tax $12,596$12,596
VIII-8 Net income from fundraising eventsExcluded from tax −$67,147−$67,147
VIII-12 Total revenueRelated to mission $4,101,988 · Unrelated business $0 · Excluded from tax $97,944$7,244,510
Part IX · Statement of functional expenses $6,560,387 across 20 lines filed
IX-2 Grants to domestic individualsPrograms $1,588,424$1,588,424
IX-5 Pay of current officers, directors and key staffPrograms $225,241 · Management $78,747 · Fundraising $10,494$314,482
IX-7 Other salaries and wagesPrograms $1,959,572 · Management $685,050 · Fundraising $91,299$2,735,921
IX-8 Pension plan contributionsPrograms $23,005 · Management $8,044 · Fundraising $1,072$32,121
IX-9 Other employee benefitsPrograms $85,423 · Management $29,878 · Fundraising $3,983$119,284
IX-10 Payroll taxesPrograms $154,665 · Management $54,095 · Fundraising $7,209$215,969
IX-11c Accounting feesManagement $14,848$14,848
IX-11f Investment management feesManagement $12,006$12,006
IX-11g Other fees for servicesPrograms $22,324 · Management $20,120 · Fundraising $1,041$43,485
IX-12 Advertising and promotionManagement $1,276$1,276
IX-13 Office expensesPrograms $71,329 · Management $30,128 · Fundraising $8,949$110,406
IX-14 Information technologyPrograms $38,491 · Management $14,328 · Fundraising $1,732$54,551
IX-16 OccupancyPrograms $243,763 · Management $85,257 · Fundraising $11,362$340,382
IX-17 TravelManagement $6,257$6,257
IX-19 Conferences, conventions and meetingsPrograms $8,033 · Management $2,810 · Fundraising $374$11,217
IX-20 InterestPrograms $35,495 · Management $12,414 · Fundraising $1,655$49,564
IX-22 Depreciation, depletion and amortizationPrograms $285,361 · Management $99,806 · Fundraising $13,301$398,468
IX-23 InsurancePrograms $55,808 · Management $26,381 · Fundraising $2,601$84,790
IX-24 Other expenses (24a–d)Programs $413,798 · Fundraising $10,262$424,060
IX-24e All other expensesPrograms $2,060 · Management $720 · Fundraising $96$2,876
IX-25 Total functional expensesPrograms $5,212,792 · Management $1,182,165 · Fundraising $165,430$6,560,387
Part X · Balance sheet $9,260,887 assets, 15 lines filed
X-1 Cash, non-interest-bearingStart of year $678,513$1,062,858
X-3 Pledges and grants receivableStart of year $122,873$98,686
X-4 Accounts receivableStart of year $80,380$99,569
X-10c Land, buildings and equipment, netStart of year $6,586,029$6,187,583
X-12 Other securitiesStart of year $1,567,437$1,811,191
X-15 Other assetsStart of year $1,500$1,000
X-16 Total assetsStart of year $9,036,732$9,260,887
X-17 Accounts payable and accrued expensesStart of year $88,241$74,334
X-19 Deferred revenueStart of year $58,238$74,277
X-25 Other liabilitiesStart of year $687,703$0
X-26 Total liabilitiesStart of year $2,350,652$1,630,058
X-27 Net assets without donor restrictionsStart of year $2,200,697$3,052,932
X-28 Net assets with donor restrictionsStart of year $4,485,383$4,577,897
X-32 Total net assets or fund balancesStart of year $6,686,080$7,630,829
X-33 Total liabilities and net assetsStart of year $9,036,732$9,260,887
Part XI · Reconciliation of net assets $7,630,829 net assets at year end
XI-1 Total revenue$7,244,510
XI-2 Total expenses$6,560,387
XI-3 Revenue less expenses$684,123
XI-4 Net assets at start of year$6,686,080
XI-5 Net unrealized gains (losses) on investments$260,626
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$7,630,829

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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