Civic Intelligence

The Katz Foundation Inc.

990PF • Fiscal year 2018 • EIN 13-3320975

Aug 01, 2017 to Jul 31, 2018 • Filed on Jul 23, 2019

1118 Warren StreetNew Milford, NJ 07646

(201) 928-0226

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

12th percentile

-39%

Higher net margin than 12% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

40th percentile

-2.7%

Faster asset growth than 40% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

99th percentile

718%

Faster revenue growth than 99% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$276,467

Down $7,763 (-2.7%) from 2017

Net Assets

Down

$276,467

Down $7,763 (-2.7%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$19,781

Up $17,362 (+718%) from 2017

Expenses

Down

$27,544

Down $35,327 (-56%) from 2017

Net Income

Up

-$7,763

Up $52,689 (+87%) from 2017

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $426,889Liabilities 2011: $0Net Assets 2011: $426,8892011Assets 2012: $396,284Liabilities 2012: $0Net Assets 2012: $396,2842012Assets 2013: $366,376Liabilities 2013: $0Net Assets 2013: $366,3762013Assets 2014: $360,231Liabilities 2014: $0Net Assets 2014: $360,2312014Assets 2015: $356,724Liabilities 2015: $0Net Assets 2015: $356,7242015Assets 2016: $344,682Liabilities 2016: $0Net Assets 2016: $344,6822016Assets 2017: $284,230Liabilities 2017: $0Net Assets 2017: $284,2302017Assets 2018: $276,467Liabilities 2018: $0Net Assets 2018: $276,4672018Assets 2019: $258,158Liabilities 2019: $0Net Assets 2019: $258,1582019Assets 2020: $248,840Liabilities 2020: $0Net Assets 2020: $248,8402020Assets 2021: $377,996Liabilities 2021: $0Net Assets 2021: $377,9962021Assets 2023: $283,924Liabilities 2023: $0Net Assets 2023: $283,9242023Assets 2024: $266,962Liabilities 2024: $2,349Net Assets 2024: $264,6132024

Highlighted filing

2018

Assets$276,467
Liabilities$0
Net Assets$276,467

Operations Trend

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

$300K$200K$100K$0-$100KExpenses 2011: $12,0932011Expenses 2012: $37,4472012Revenue 2013: $5,412Expenses 2013: $35,320Net Income 2013: -$29,9082013Revenue 2014: $4,820Expenses 2014: $10,965Net Income 2014: -$6,1452014Revenue 2015: $6,322Expenses 2015: $9,829Net Income 2015: -$3,5072015Revenue 2016: $5,468Expenses 2016: $17,510Net Income 2016: -$12,0422016Revenue 2017: $2,419Expenses 2017: $62,871Net Income 2017: -$60,4522017Revenue 2018: $19,781Expenses 2018: $27,544Net Income 2018: -$7,7632018Revenue 2019: $4,372Expenses 2019: $22,681Net Income 2019: -$18,3092019Revenue 2020: $1,498Expenses 2020: $10,816Net Income 2020: -$9,3182020Revenue 2021: $250,913Expenses 2021: $121,757Net Income 2021: $129,1562021Revenue 2023: $15,064Expenses 2023: $59,170Net Income 2023: -$44,1062023Revenue 2024: $46,570Expenses 2024: $68,488Net Income 2024: -$21,9182024

Highlighted filing

2018

Revenue$19,781
Expenses$27,544
Net Income-$7,763
Jump To
Filing Snapshot
Filing Period
Aug 1, 2017 to Jul 31, 2018
Signed
Jul 23, 2019
Return Version
2017v2.3
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
AVI KATZPresidentPT$0--
NADINE KATZSecretary, TreasurerPT$0--
SHIMON Y KATZVice PresidentPT$0--
Filing and Contact Details

Filer

Filer Name
The Katz Foundation Inc
EIN
13-3320975
Phone
2019280226
Address
1118 WARREN STREET, NEW MILFORD, NJ 07646

Signing Officer

Name
Avi Katz
Title
President
Phone
2019280226
Signed
2019-07-23
Discuss with paid preparer
Yes

Preparer

Firm
Barry Schechter CPA
Address
ONE PENN PLAZA SUITE 660, NEW YORK, NY 10119
Preparer
Barry Schechter
Phone
2129475880
Raw XML Appendix371 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VICE PRESIDENT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ADAS ISRAEL TZEDEKAH FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1DAUGHTERS OF MIRIAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2EZRAT ISRAEL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3YESHIVA BAIS TZVI YAAKOV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4THE GERSHON JACOBSON JEWISH CONTINUITY FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5ASSOCIATION OF PROFESSORS OF GYNECOLOGY AND OBSTETRICS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6AMERICAN INTERNATIONAL SOCIETIES FOR YAD VASHEM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02850 QUEBEC STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1155 HAZEL STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2806 EASTERN PARKWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3520 BROAD STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4788 EASTERN PARKWAY SUITE 303
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51404 MASON FARM ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6500 5TH AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CLIFTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2BRONX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3NEWARK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4BROOKLYN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5CHAPEL HILL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd020008
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd107011
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd211213
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd307102
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd411213
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd527514
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd610110
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt026100
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt012671
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt012671
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt047419
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt014859
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt014859
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt060848
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt013429
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt047419
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt026100
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt013429
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt075707
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt062278
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0SHIMON KATZ
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt04750 PALISADES AVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0RIVERDALE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd010471
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt015000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0188
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0188
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0SHIMON KATZ
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt04750 PALISADES AVE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0RIVERDALE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0NY
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd010471
TaxesSchedule/TaxesDetail/Amt016
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0AVI KATZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02019280226
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-07-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE KATZ FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0KATZ
ReturnHeader/Filer/EIN0133320975
ReturnHeader/Filer/PhoneNum02019280226
ReturnHeader/Filer/USAddress/AddressLine1Txt01118 WARREN STREET
ReturnHeader/Filer/USAddress/CityNm0NEW MILFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd007646
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0C8E6FD2865D54ED8D466BB2F8A463411548B4AE6
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C8E6FD2865D54ED8D466BB2F8A463411548B4AE6
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt038.105.226.114
ReturnHeader/FilingSecurityInformation/IPDt02019-07-23
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm017:53:06
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0112999103
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BARRY SCHECHTER CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE PENN PLAZA SUITE 660
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010119
ReturnHeader/PreparerPersonGrp/PhoneNum02129475880
ReturnHeader/PreparerPersonGrp/PreparationDt02019-07-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BARRY SCHECHTER
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-07-23T17:01:16-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-08-01
ReturnHeader/TaxPeriodEndDt02018-07-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.67$0.02$2.65$0.47$0.68$0.22
2023Detailed filing. Detailed filing data is available for this year.$2.84$0.00$2.84$0.15$0.59$0.44
2021Detailed filing. Detailed filing data is available for this year.$3.78$0.00$3.78$2.51$1.22$1.29
2020Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$2.49$0.00$2.49$0.01$0.11$0.09
2019Detailed filing. Detailed filing data is available for this year.$2.58$0.00$2.58$0.04$0.23$0.18
2018Detailed filing. Detailed filing data is available for this year.$2.76$0.00$2.76$0.20$0.28$0.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.84$0.00$2.84$0.02$0.63$0.60
2016Detailed filing. Detailed filing data is available for this year.$3.45$0.00$3.45$0.05$0.18$0.12
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.57$0.00$3.57$0.06$0.10$0.04
2014Detailed filing. Detailed filing data is available for this year.$3.60$0.00$3.60$0.05$0.11$0.06
2013Detailed filing. Detailed filing data is available for this year.$3.66$0.00$3.66$0.05$0.35$0.30
2012Detailed filing. Detailed filing data is available for this year.$3.96$0.00$3.96$0.37
2011Detailed filing. Detailed filing data is available for this year.$4.27$0.00$4.27$0.12