Civic Intelligence

Abraham J & Phyllis Katz Foundation Ua 060794

990PF • Fiscal year 2017 • EIN 11-6442077

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 30, 2018

Organization Profile
57 Amlajack BlvdNewnan, GA 30265-1093

(770) 304-3035

Siviq Scores

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

Liabilities / Assets

7th percentile

0.00x

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

2017 filings • $50M-$100M nonprofits • Source year 2017

Liabilities / Revenue

7th percentile

0.00x

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

2017 filings • $50M-$100M nonprofits • Source year 2017

Net Margin

2nd percentile

-134%

Higher net margin than 2% of similar nonprofits.

2017 filings • $50M-$100M nonprofits • Source year 2017

Top Officer Pay

11th percentile

$0

Higher top officer pay than 11% of similar nonprofits.

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

2017 filings • $50M-$100M nonprofits • Source year 2017

Asset Growth

7th percentile

-7.6%

Faster asset growth than 7% of similar nonprofits.

2017 filings • $50M-$100M nonprofits • Annualized from 2016 to 2017

Revenue Growth

17th percentile

-6.6%

Faster revenue growth than 17% of similar nonprofits.

2017 filings • $50M-$100M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets7th percentile

Assets

$57,269,870

No earlier filing loaded for comparison.

Net Assets

$57,269,870

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin2nd percentile

Revenue

$3,497,942

No earlier filing loaded for comparison.

Expenses

$8,179,325

No earlier filing loaded for comparison.

Net Income

-$4,681,383

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth7th percentile

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

$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

2017

Assets$57,269,870
Liabilities$0
Net Assets$57,269,870
Open 2017 Filing

Operations Trend

Revenue Growth17th percentile

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$3,497,942
Expenses$8,179,325
Net Income-$4,681,383
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 30, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay11th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALEXANDER S KATZTrusteePT$0--
DAVID KATZTrusteePT$0--
ELLEN B DOFTTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Abraham J and Phyllis Katz Foundation
EIN
11-6442077
Phone
7703043035
Address
57 AMLAJACK BLVD, NEWNAN, GA 30265-1093

Signing Officer

Name
Alexander Katz
Title
Trustee
Phone
7703043035
Signed
2018-10-30
Discuss with paid preparer
Yes

Preparer

Firm
Haw Aprio Llp
Address
FIVE CONCOURSE PARKWAY SUITE 1000, ATLANTA, GA 30328
Preparer
Christopher B Davis CPA
Phone
4048929651
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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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm350000 SH ATT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm410000 SH BANK OF AMERICA 6.625% PRF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5120000 SH BP PLC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1820000 SH JPMORGAN PREF 5.45%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1920000 SH JPMORGAN PREF 6.15%
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2320000 SH PNC FIN SERV PREF Q 5.375%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2415000 SH PRUDENTIAL FINANCIAL INC 5.75 PREF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm257900 SH REGIONS FINANCIAL PREF B FIX TO FLT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2630000 SH ROYAL DUTCH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2716000 SELECTIVE INSURANCE GROUP PREF 5.875%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2810000 SH SELECTIVE INSURANCE GROUP PREF 5.875%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2910000 SH SUNTRUST BANK 5.875% PREF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm308800 SH US BANK CORP PREF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3110000 SH VERIZON COMMUNICATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3226895 SH WELLS FARGO PREF A 6.625%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm331000 SH WELLS FARGO & CO NEW 7.50%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3430000 SH APOLLO GLOBAL MANAGEMENT LLC 6.375% SERIES A PFD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3510000 SH BRISTOL MYERS SQUIBB CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36550 SH COBANK ACB SERIES H PFD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3710000 SH SOUTHERN CO 5.25%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3810000 SH STERLING BANCORP SERIES A PFD
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt02290
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt08179325
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IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt07616
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0LONG TERM PUBLICALLY TRADED SECURITIES
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IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt03038854
IRS990PF/DistributableAmountGrp/IncomeTaxAmt056
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt03072669
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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$57,269,870
Liabilities
$0
Net assets
$57,269,870
Revenue
$3,497,942
Expenses
$8,179,325
Net income
-$4,681,383
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
2017Detailed filing. Detailed filing data is available for this year.$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