Civic Intelligence

Abraham J and Phyllis Katz Foundation

EIN 11-6442077 • Newnan, GA

57 Amlajack BlvdNewnan, GA 30265-1093
Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

18th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Net Margin

1st percentile

-503%

Higher net margin than 1% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

62nd percentile

$0

Higher top officer pay than 62% of similar nonprofits.

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

$10M-$25M nonprofits • Source year 2024

Asset Growth

3rd percentile

-33%

Faster asset growth than 3% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

50th percentile

7.7%

Faster revenue growth than 50% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$23,947,471

Down $11,691,393 (-33%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

$23,947,471

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue18th percentileNet Margin1st percentile

Revenue

Up

$2,326,183

Up $166,707 (+7.7%) from 2023

Expenses

Up

$14,017,576

Up $5,539,150 (+65%) from 2023

Net Income

Down

-$11,691,393

Down $5,372,443 (-85%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth3rd percentile

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

$80M$60M$40M$20M$0Assets 2011: $63,298,159Liabilities 2011: $1,416,0002011Assets 2012: $62,605,554Liabilities 2012: $02012Assets 2013: $64,281,172Liabilities 2013: $02013Assets 2014: $64,387,439Liabilities 2014: $02014Assets 2015: $64,950,642Liabilities 2015: $0Net Assets 2015: $64,950,6422015Assets 2017: $57,269,870Liabilities 2017: $0Net Assets 2017: $57,269,8702017Assets 2018: $53,107,801Liabilities 2018: $0Net Assets 2018: $53,107,8012018Assets 2019: $51,350,885Liabilities 2019: $0Net Assets 2019: $51,350,8852019Assets 2020: $48,678,737Liabilities 2020: $1Net Assets 2020: $48,678,7372020Assets 2021: $45,659,444Liabilities 2021: $12021Assets 2022: $41,957,814Liabilities 2022: $0Net Assets 2022: $41,957,8142022Assets 2023: $35,638,864Liabilities 2023: $12023Assets 2024: $23,947,471Liabilities 2024: $0Net Assets 2024: $23,947,4712024

Highlighted filing

2024

Assets$23,947,471
Liabilities$0
Net Assets$23,947,471
Open 2024 Filing

Operations Trend

Revenue Growth50th percentile

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

$20M$10M$0-$10M-$20MRevenue 2011: $3,707,699Expenses 2011: $2,522,838Net Income 2011: $1,184,8612011Revenue 2012: $4,522,940Expenses 2012: $3,799,545Net Income 2012: $723,3952012Revenue 2013: $5,844,988Expenses 2013: $4,169,370Net Income 2013: $1,675,6182013Revenue 2014: $4,973,302Expenses 2014: $4,867,035Net Income 2014: $106,2672014Revenue 2015: $7,242,089Expenses 2015: $6,678,886Net Income 2015: $563,2032015Revenue 2017: $3,497,942Expenses 2017: $8,179,325Net Income 2017: -$4,681,3832017Revenue 2018: $3,779,235Expenses 2018: $7,941,304Net Income 2018: -$4,162,0692018Revenue 2019: $4,978,655Expenses 2019: $6,898,549Net Income 2019: -$1,919,8942019Revenue 2020: $4,412,136Expenses 2020: $7,084,284Net Income 2020: -$2,672,1482020Revenue 2021: $3,885,911Expenses 2021: $6,905,204Net Income 2021: -$3,019,2932021Revenue 2022: $4,143,354Expenses 2022: $7,844,984Net Income 2022: -$3,701,6302022Revenue 2023: $2,159,476Expenses 2023: $8,478,426Net Income 2023: -$6,318,9502023Revenue 2024: $2,326,183Expenses 2024: $14,017,576Net Income 2024: -$11,691,3932024

Highlighted filing

2024

Revenue$2,326,183
Expenses$14,017,576
Net Income-$11,691,393
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,947,471
Liabilities
$0
Net assets
$23,947,471
Revenue
$2,326,183
Expenses
$14,017,576
Net income
-$11,691,393
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$23.9$0.00$23.9$2.33$14.0$11.7
2023Detailed filing. Detailed filing data is available for this year.$35.6$0.00$2.16$8.48$6.32
2022Detailed filing. Detailed filing data is available for this year.$42.0$0.00$42.0$4.14$7.84$3.70
2021Detailed filing. Detailed filing data is available for this year.$45.7$0.00$3.89$6.91$3.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$48.7$0.00$48.7$4.41$7.08$2.67
2019Detailed filing. Detailed filing data is available for this year.$51.4$0.00$51.4$4.98$6.90$1.92
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$53.1$0.00$53.1$3.78$7.94$4.16
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$57.3$0.00$57.3$3.50$8.18$4.68
2016Detailed filing. Detailed filing data is available for this year.
2015Detailed filing. Detailed filing data is available for this year.$65.0$0.00$65.0$7.24$6.68$0.56
2014Summary only. Only limited summary data is available for this year.$64.4$0.00$4.97$4.87$0.11
2013Summary only. Only limited summary data is available for this year.$64.3$0.00$5.84$4.17$1.68
2012Summary only. Only limited summary data is available for this year.$62.6$0.00$4.52$3.80$0.72
2011Summary only. Only limited summary data is available for this year.$63.3$1.42$3.71$2.52$1.18
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 18, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Alexander S KatzTrusteePT$0--
David KatzTrusteePT$0--
Ellen B DoftTrusteePT$0--
David Katz-DoftTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Abraham J and Phyllis Katz Foundation
EIN
11-6442077
Phone
7703043040
Address
57 Amlajack Blvd, Newnan, GA 30265-1093

Signing Officer

Name
Alexander Katz
Title
Trustee
Phone
7703043040
Signed
2025-07-18
Discuss with paid preparer
Yes

Preparer

Firm
Aprio Advisory Group LLC
Address
2002 Summit Boulevard Suite 120, Atlanta, GA 30319
Preparer
Stacy Cullen
Phone
4048929651
Raw XML AppendixShowing 400 of 783 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.

Path#Value
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt015375
DissolutionStmt/DissolutionInformationGrp/BusinessName/BusinessNameLine1Txt0Various Grantees Referenced in Part XIV
DissolutionStmt/DissolutionInformationGrp/DissolutionAmt013368169
DissolutionStmt/DissolutionInformationGrp/ShortExplanationTxt0All distributions were made in cash to recipents detailed in Part XIV.
DissolutionStmt/DissolutionInformationGrp/USAddress/AddressLine1Txt057 Amlajack Blvd
DissolutionStmt/DissolutionInformationGrp/USAddress/CityNm0Newnan
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Alexander S Katz
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1David Katz
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Ellen B Doft
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3David Katz-Doft
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt157 Amlajack Blvd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt257 Amlajack Blvd
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IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0Alexander S Katz
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt057 Amlajack Blvd
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IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt0500000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt11884769
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt21467024
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt389100
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt0New World of Care campaign and Adopt-A-Family Program support
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt1Research: Sickle cell disease health services and outcomes
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt2Research: Sickle cell disease
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt3Luthier tutorial video series, Year 5
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt0Atlanta Ronald McDonald House Charities
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt1Children's Healthcare of Atlanta
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt2Children's Healthcare of Atlanta
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt3Selected Individuals Annualy
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IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt0795 Gatewood Rd NE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt13395 NE Expy Ste 100
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt23395 NE Expy Ste 100
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt357 Amlajack Blvd
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm0Atlanta
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm1Atlanta
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt42300000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt43183334
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Biomedical equipment and operations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1General operating
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2General operating
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Program support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4Capital campaign; program support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5Science of Reading Project
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6Camper scholarships
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7General Operating and Programming - Southern region
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8General operating and matching funds
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9Research: Sickle Cell Disease Health Services and Outcomes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10Research: Sickle Cell Disease
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11Research: Sickle Cell Disease Healthy Lives Program
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12Sickle cell disease research equipment - Sysmex analyzer
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13Sickle cell disease research equipment - Long-term storage freezers
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt14General operating support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt15Cord blood collection program, Piedmont Atlanta Hospital
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt16Cord blood collection program, Emory University Hospital Midtown
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt17National Cord Blood Transplant Network infrastructure development
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt18National Cord Blood Transplant Network participating centers support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt19Executive director position salary support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt20Center for Keyboard Studies
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt21Center for Keyboard Studies endowment
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt22Research: Retinal degeneration
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt23Winship Cancer Institute, Patient & Family Services Program
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt24Research: Small molecule therapeutics for sickle cell anemia
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt25Research: Targeting VIP receptor signaling in pancreatic cancer
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt26Preventive Cardiology Fellowship Program
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt27Winship Cancer Institute, GI Surgical Oncology Research Fellowship Program
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt28Emory College of Arts and Sciences, Chronos Faculty Fellowship
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt29Emory College of Arts and Sciences, Piano Studies Program
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt30Emory College of Arts and Sciences, Institute for the Liberal Arts
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt31Molecular Vision medical journal support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt32Project: Luthier tutorial video series/Video editing services
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt33Project: Luthier tutorial video series/Video editing services
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt34Project: Luthier tutorial video series/Video editing services
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt35Music education services assessment, musical instrument donations to Atlanta Public Schools
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt36General operating, education programming
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt37Project: Luthier tutorial video series/Content development, presentation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt38Program support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt39Georgia State Games
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt40General operations, endowment
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt41Satellite clinic initiative
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt42Hospice and palliative care programs, staffing
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt43Atlanta Symphony Orchestra student musician training program
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0American Red Cross
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Atlanta Community Food Bank
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Atlanta Music Project
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3Atlanta Ronald McDonald House Charities
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4Atlanta Ronald McDonald House Charities
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5Atlanta Speech School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6Camp Twin Lakes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7Candid
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8Center for the Visually Impaired
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9Children's Healthcare of Atlanta

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