Civic Intelligence

Charlotte & Harry Katz Foundation Inc.

990PF • Fiscal year 2016 • EIN 11-3295712

Jan 01, 2016 to Dec 31, 2016 • Filed on Apr 27, 2017

Organization Profile
76-19 171st StreetFlushing, NY 11366

(718) 591-4921

Siviq Scores

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

Liabilities / Assets

75th percentile

0.00x

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

2016 filings • NTEE T • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

75th percentile

0.00x

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

2016 filings • NTEE T • $500k-$1M nonprofits • Source year 2016

Net Margin

80th percentile

63%

Higher net margin than 80% of similar nonprofits.

2016 filings • NTEE T • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

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

2016 filings • NTEE T • $500k-$1M nonprofits • Source year 2016

Asset Growth

80th percentile

15%

Faster asset growth than 80% of similar nonprofits.

2016 filings • NTEE T • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

40th percentile

-23%

Faster revenue growth than 40% of similar nonprofits.

2016 filings • NTEE T • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets75th percentile

Assets

Up

$784,157

Up $102,405 (+15%) from 2015

Net Assets

Up

$784,157

Up $102,405 (+15%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin80th percentile

Revenue

Down

$161,300

Down $47,540 (-23%) from 2015

Expenses

Down

$58,895

Down $87,553 (-60%) from 2015

Net Income

Up

$102,405

Up $40,013 (+64%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth80th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $627,172Liabilities 2011: $0Net Assets 2011: $627,1722011Assets 2012: $534,017Liabilities 2012: $0Net Assets 2012: $534,0172012Assets 2013: $519,470Liabilities 2013: $0Net Assets 2013: $519,4702013Assets 2014: $619,360Liabilities 2014: $0Net Assets 2014: $619,3602014Assets 2015: $681,752Liabilities 2015: $0Net Assets 2015: $681,7522015Assets 2016: $784,157Liabilities 2016: $0Net Assets 2016: $784,1572016Assets 2017: $805,161Liabilities 2017: $0Net Assets 2017: $805,1612017Assets 2018: $983,332Liabilities 2018: $0Net Assets 2018: $983,3322018Assets 2019: $872,107Liabilities 2019: $0Net Assets 2019: $872,1072019Assets 2020: $1,737,770Liabilities 2020: $0Net Assets 2020: $1,737,7702020Assets 2021: $1,768,057Liabilities 2021: $0Net Assets 2021: $1,768,0572021Assets 2022: $1,644,363Liabilities 2022: $0Net Assets 2022: $1,644,3632022Assets 2023: $1,576,381Liabilities 2023: $0Net Assets 2023: $1,576,3812023Assets 2024: $1,640,421Liabilities 2024: $625Net Assets 2024: $1,639,7962024

Highlighted filing

2016

Assets$784,157
Liabilities$0
Net Assets$784,157
Open 2016 Filing

Operations Trend

Revenue Growth40th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KExpenses 2011: $65,3772011Expenses 2012: $99,1802012Revenue 2013: $84,795Expenses 2013: $99,342Net Income 2013: -$14,5472013Revenue 2014: $209,896Expenses 2014: $110,006Net Income 2014: $99,8902014Revenue 2015: $208,840Expenses 2015: $146,448Net Income 2015: $62,3922015Revenue 2016: $161,300Expenses 2016: $58,895Net Income 2016: $102,4052016Revenue 2017: $171,728Expenses 2017: $150,724Net Income 2017: $21,0042017Revenue 2018: $257,482Expenses 2018: $79,311Net Income 2018: $178,1712018Revenue 2019: -$43,151Expenses 2019: $68,074Net Income 2019: -$111,2252019Revenue 2020: $976,791Expenses 2020: $191,128Net Income 2020: $785,6632020Revenue 2021: $237,252Expenses 2021: $206,965Net Income 2021: $30,2872021Revenue 2022: $40,827Expenses 2022: $164,521Net Income 2022: -$123,6942022Revenue 2023: $82,859Expenses 2023: $150,841Net Income 2023: -$67,9822023Revenue 2024: $183,162Expenses 2024: $119,747Net Income 2024: $63,4152024

Highlighted filing

2016

Revenue$161,300
Expenses$58,895
Net Income$102,405
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 27, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HARRY KATZPresident-$0--
CHARLOTTE KATZVice Preside-$0--
Filing and Contact Details

Filer

Filer Name
Charlotte & Harry Katz Foundation
EIN
11-3295712
Phone
7185914921
Address
76-19 171ST STREET, FLUSHING, NY 11366

Signing Officer

Name
Harry Katz
Title
President
Phone
7185914921
Signed
2017-04-27
Discuss with paid preparer
Yes

Preparer

Firm
Hoffman & Bentovim Cpas Pc
Address
6500 JERICHO TURNPIKE STE 206, COMMACK, NY 11725-2907
Preparer
Adam C Hoffman
Phone
6314991500
Raw XML Appendix256 raw XML fields

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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ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HARRY KATZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07185914921
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-04-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHARLOTTE & HARRY KATZ FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0INC
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0113295712
ReturnHeader/Filer/PhoneNum07185914921
ReturnHeader/Filer/USAddress/AddressLine1Txt076-19 171ST STREET
ReturnHeader/Filer/USAddress/CityNm0FLUSHING
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011366
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06A8795B794E24A82CA537DF0A95CD325A214F45A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId082B2CEC62F4C4F7B6315476681B7CC814E61FCC7
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0113123454
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HOFFMAN & BENTOVIM CPAS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06500 JERICHO TURNPIKE STE 206
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COMMACK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0117252907
ReturnHeader/PreparerPersonGrp/PhoneNum06314991500
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ADAM C HOFFMAN
ReturnHeader/ReturnTs02017-05-04T15:07:27-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$784,157
Liabilities
$0
Net assets
$784,157
Revenue
$161,300
Expenses
$58,895
Net income
$102,405
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.18$0.12$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.08$0.15$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.04$0.16$0.12
2021Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.24$0.21$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.98$0.19$0.79
2019Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.04$0.07$0.11
2018Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.26$0.08$0.18
2017Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.17$0.15$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.16$0.06$0.10
2015Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.21$0.15$0.06
2014Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$0.21$0.11$0.10
2013Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.08$0.10$0.01
2012Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.10
2011Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$0.07