Civic Intelligence

The Ellen Philips Schwarzman Katz Foundation Inc.

990PF • Fiscal year 2015 • EIN 13-3925902

May 01, 2014 to Apr 30, 2015 • Filed on Feb 04, 2016

Reitman Belkin 420 Lexington AvNew York, NY 10170

(212) 599-0410

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.

2015 filings • NTEE J • <$500k nonprofits • Source year 2015

Liabilities / Revenue

59th percentile

0.00x

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

2015 filings • NTEE J • <$500k nonprofits • Source year 2015

Net Margin

1st percentile

-6267%

Higher net margin than 1% of similar nonprofits.

2015 filings • NTEE J • <$500k nonprofits • Source year 2015

Top Officer Pay

63rd percentile

$0

Higher top officer pay than 63% of similar nonprofits.

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

2015 filings • NTEE J • <$500k nonprofits • Source year 2015

Asset Growth

41st percentile

-1.4%

Faster asset growth than 41% of similar nonprofits.

2015 filings • NTEE J • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

3rd percentile

-80%

Faster revenue growth than 3% of similar nonprofits.

2015 filings • NTEE J • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Down

$193,796

Down $2,695 (-1.4%) from 2014

Net Assets

$193,796

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$43

Down $169 (-80%) from 2014

Expenses

Down

$2,738

Down $13,018 (-83%) from 2014

Net Income

Up

-$2,695

Up $12,849 (+83%) from 2014

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2012: $194,376Liabilities 2012: $02012Assets 2013: $212,035Liabilities 2013: $02013Assets 2014: $196,491Liabilities 2014: $02014Assets 2015: $193,796Liabilities 2015: $0Net Assets 2015: $193,7962015Assets 2016: $193,386Liabilities 2016: $02016Assets 2017: $193,365Liabilities 2017: $0Net Assets 2017: $193,3652017Assets 2018: $34,268Liabilities 2018: $0Net Assets 2018: $34,2682018Assets 2019: $57,306Liabilities 2019: $0Net Assets 2019: $57,3062019Assets 2020: $42,122Liabilities 2020: $0Net Assets 2020: $42,1222020Assets 2021: $20,083Liabilities 2021: $0Net Assets 2021: $20,0832021Assets 2022: $7,059Liabilities 2022: $0Net Assets 2022: $7,0592022Assets 2023: $13,059Liabilities 2023: $0Net Assets 2023: $13,0592023Assets 2024: $36,009Liabilities 2024: $0Net Assets 2024: $36,0092024Assets 2025: $983Liabilities 2025: $0Net Assets 2025: $9832025

Highlighted filing

2015

Assets$193,796
Liabilities$0
Net Assets$193,796

Operations Trend

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

$200K$100K$0-$100K-$200KRevenue 2012: $31,265Expenses 2012: $48,022Net Income 2012: -$16,7572012Revenue 2013: $25,244Expenses 2013: $7,585Net Income 2013: $17,6592013Revenue 2014: $212Expenses 2014: $15,756Net Income 2014: -$15,5442014Revenue 2015: $43Expenses 2015: $2,738Net Income 2015: -$2,6952015Revenue 2016: $27Expenses 2016: $437Net Income 2016: -$4102016Revenue 2017: $30Expenses 2017: $51Net Income 2017: -$212017Revenue 2018: $22Expenses 2018: $159,119Net Income 2018: -$159,0972018Revenue 2019: $150,313Expenses 2019: $127,275Net Income 2019: $23,0382019Revenue 2020: $50,164Expenses 2020: $65,348Net Income 2020: -$15,1842020Revenue 2021: $2Expenses 2021: $22,041Net Income 2021: -$22,0392021Revenue 2022: $1Expenses 2022: $13,025Net Income 2022: -$13,0242022Revenue 2023: $12,125Expenses 2023: $6,125Net Income 2023: $6,0002023Revenue 2024: $66,545Expenses 2024: $43,595Net Income 2024: $22,9502024Revenue 2025: $19Expenses 2025: $35,045Net Income 2025: -$35,0262025

Highlighted filing

2015

Revenue$43
Expenses$2,738
Net Income-$2,695
Jump To
Filing Snapshot
Filing Period
May 1, 2014 to Apr 30, 2015
Signed
Feb 4, 2016
Return Version
2014v6.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELLEN KATZPresident-$0--
ELIZABETH B SCHWARZMAN RIGHTSecretary-$0--
HOWARD KATZTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Ellen Philips Schwarzman Katz Foundation
EIN
13-3925902
Phone
2125990410
Address
REITMAN BELKIN 420 LEXINGTON AV, NEW YORK, NY 10170

Signing Officer

Name
Ellen Katz
Title
President
Signed
2016-02-04
Discuss with paid preparer
Yes

Preparer

Firm
Reitman & Belkin LLP
Address
420 Lexington Ave Rm 1406, New York, NY 10170
Preparer
Richard Reitman
Phone
2125990410
Raw XML Appendix270 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/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01437
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt09614
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt08177
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt05274
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt037626
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0163016
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0934003
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt08177
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0925826
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0205916
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt05274
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt037626
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0163016
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01437
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01131742
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01139919
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NEW YORK STATE FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt050
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt050
TaxesSchedule/TaxesDetail/Amt01
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ELLEN KATZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-02-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ELLEN PHILIPS SCHWARZMAN KATZ FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0INC
ReturnHeader/Filer/BusinessNameControlTxt0ELLE
ReturnHeader/Filer/EIN0133925902
ReturnHeader/Filer/PhoneNum02125990410
ReturnHeader/Filer/USAddress/AddressLine1Txt0REITMAN BELKIN 420 LEXINGTON AV
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010170
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Reitman & Belkin LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0420 Lexington Ave Rm 1406
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0New York
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010170
ReturnHeader/PreparerPersonGrp/PhoneNum02125990410
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Richard Reitman
ReturnHeader/ReturnTs02016-02-04T08:29:28-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-05-01
ReturnHeader/TaxPeriodEndDt02015-04-30
ReturnHeader/TaxYr02014

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.00$0.35$0.35
2024Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$0.67$0.44$0.23
2023Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$0.12$0.06$0.06
2022Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.00$0.13$0.13
2021Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$0.00$0.22$0.22
2020Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$0.50$0.65$0.15
2019Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$1.50$1.27$0.23
2018Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$0.00$1.59$1.59
2017Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.00$0.00$0.00
2016Summary only. Only limited summary data is available for this year.$1.93$0.00$0.00$0.00$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$0.00$0.03$0.03
2014Summary only. Only limited summary data is available for this year.$1.96$0.00$0.00$0.16$0.16
2013Summary only. Only limited summary data is available for this year.$2.12$0.00$0.25$0.08$0.18
2012Summary only. Only limited summary data is available for this year.$1.94$0.00$0.31$0.48$0.17