Civic Intelligence

The Ellen Philips Schwarzman Katz Foundation Inc.

990PF • Fiscal year 2018 • EIN 13-3925902

May 01, 2017 to Apr 30, 2018 • Filed on Oct 16, 2018

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

61st percentile

0.00x

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

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

Liabilities / Revenue

60th percentile

0.00x

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

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

Net Margin

1st percentile

-723168%

Higher net margin than 1% of similar nonprofits.

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

Top Officer Pay

64th percentile

$0

Higher top officer pay than 64% of similar nonprofits.

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

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

Asset Growth

3rd percentile

-82%

Faster asset growth than 3% of similar nonprofits.

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

Revenue Growth

14th percentile

-27%

Faster revenue growth than 14% of similar nonprofits.

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

Assets

Down

$34,268

Down $159,097 (-82%) from 2017

Net Assets

Down

$34,268

Down $159,097 (-82%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Down

$22

Down $8 (-27%) from 2017

Expenses

Up

$159,119

Up $159,068 (+311898%) from 2017

Net Income

Down

-$159,097

Down $159,076 (-757505%) from 2017

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

2018

Assets$34,268
Liabilities$0
Net Assets$34,268

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

2018

Revenue$22
Expenses$159,119
Net Income-$159,097
Jump To
Filing Snapshot
Filing Period
May 1, 2017 to Apr 30, 2018
Signed
Oct 16, 2018
Return Version
2017v2.2
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
2018-10-16
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 Appendix248 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/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt05274
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0164393
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0159119
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt05274
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0159119
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0159119
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0164393
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt05274
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ELLEN KATZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-16
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/PreparerFirmEIN0113460692
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/ReturnTs02018-10-16T12:25:30-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-05-01
ReturnHeader/TaxPeriodEndDt02018-04-30
ReturnHeader/TaxYr02017

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