Civic Intelligence

The Jane & Robert Katz Foundation

EIN 13-3534735 • New York, NY

PO Box 73 Bowling Green StationNew York, NY 10274-0073
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2022

Net Margin

99th percentile

118%

Higher net margin than 99% of similar nonprofits.

<$500k nonprofits • Source year 2022

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

<$500k nonprofits • Source year 2022

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

<$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $12,857 (-100%) from 2021

Liabilities

Flat

$0

Flat from 2021

Net Assets

Down

$0

Down $12,857 (-100%) from 2021

Operations
Liabilities / RevenueScore unavailableNet Margin99th percentile

Revenue

Down

-$10,885

Down $10,961 (-14422%) from 2021

Expenses

Up

$1,972

Up $1,219 (+162%) from 2021

Net Income

Down

-$12,857

Down $12,180 (-1799%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth10th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2012: $3,130,125Liabilities 2012: $02012Assets 2013: $2,063,467Liabilities 2013: $02013Assets 2014: $680,809Liabilities 2014: $02014Assets 2015: $67,144Liabilities 2015: $02015Assets 2016: $65,041Liabilities 2016: $02016Assets 2020: $13,534Liabilities 2020: $0Net Assets 2020: $13,5342020Assets 2021: $12,857Liabilities 2021: $0Net Assets 2021: $12,8572021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2022

Assets$0
Liabilities$0
Net Assets$0
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2012: $328,493Expenses 2012: $1,128,521Net Income 2012: -$800,0282012Revenue 2013: $438,726Expenses 2013: $1,505,384Net Income 2013: -$1,066,6582013Revenue 2014: $330,534Expenses 2014: $1,733,306Net Income 2014: -$1,402,7722014Revenue 2015: $61,655Expenses 2015: $670,354Net Income 2015: -$608,6992015Revenue 2016: $3,062Expenses 2016: $5,165Net Income 2016: -$2,1032016Revenue 2020: $2,731Expenses 2020: $2,500Net Income 2020: $2312020Revenue 2021: $76Expenses 2021: $753Net Income 2021: -$6772021Revenue 2022: -$10,885Expenses 2022: $1,972Net Income 2022: -$12,8572022

Highlighted filing

2022

Revenue-$10,885
Expenses$1,972
Net Income-$12,857
Open 2022 Filing

Filings

Most recent year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
-$10,885
Expenses
$1,972
Net income
-$12,857
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.01$0.00$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.00$0.00$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.00$0.00$0.00
2016Summary only. Only limited summary data is available for this year.$0.07$0.00$0.00$0.01$0.00
2015Summary only. Only limited summary data is available for this year.$0.07$0.00$0.06$0.67$0.61
2014Summary only. Only limited summary data is available for this year.$0.68$0.00$0.33$1.73$1.40
2013Summary only. Only limited summary data is available for this year.$2.06$0.00$0.44$1.51$1.07
2012Summary only. Only limited summary data is available for this year.$3.13$0.00$0.33$1.13$0.80
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Mar 1, 2021 to Feb 28, 2022
Signed
Jul 15, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT J KATZTrustee-$0--
JANE L KATZTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Jane & Robert Katz Foundation
EIN
13-3534735
In Care Of
% AYCO COMPANY LP - NTG
Phone
5186405000
Address
PO Box 73 Bowling Green Station, New York, NY 10274-0073

Signing Officer

Name
Robert Katz
Title
Trustee
Phone
5186405000
Signed
2022-07-15
Discuss with paid preparer
Yes

Preparer

Firm
The Ayco Company LP
Address
PO BOX 15201, Albany, NY 12212-5201
Preparer
Christine DiIonna
Phone
5186405000
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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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IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0UNDER INTERNAL REVENUE CODE SECTION 501(C)(3).
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LiquidationExplanationStmt/ExplanationTxt0The Trustees of The Jane & Robert Katz Foundation ("THE FOUNDATION") ADOPTED, BY UNANIMOUS WRITTEN CONSENT, RESOLUTIONS DIRECTING THAT THE FOUNDATION BE TERMINATED AND THAT ANY REMAINING ASSETS, AFTER PAYMENT OF THE FOUNDATION'S OUTSTANDING LIABILITIES, BE DISTRIBUTED in equal shares to the potter-katz fund and the Rebecca and James katz fund at the fidelity investments charitable gift fund, WHICH IS AN ORGANIZATION THAT IS A PUBLIC CHARITY, AS DEFINED UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. A COPY OF THE DISSOLUTION AGREEMENT IS ATTACHED.
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ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Jane & Robert Katz Foundation
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ReturnHeader/PreparerPersonGrp/PhoneNum05186405000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Christine DiIonna
ReturnHeader/ReturnTs02022-07-27T10:06:39-05:00
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ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Robert
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Katz
ReturnHeader/TaxPeriodBeginDt02021-03-01
ReturnHeader/TaxPeriodEndDt02022-02-28
ReturnHeader/TaxYr02021

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