Civic Intelligence

The Ellen Philips Schwarzman Katz Foundation Inc.

990PF • Fiscal year 2019 • EIN 13-3925902

May 01, 2018 to Apr 30, 2019 • Filed on Jul 09, 2020

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

62nd percentile

0.00x

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

2019 filings • NTEE J • <$500k nonprofits • Source year 2019

Liabilities / Revenue

62nd percentile

0.00x

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

2019 filings • NTEE J • <$500k nonprofits • Source year 2019

Net Margin

66th percentile

15%

Higher net margin than 66% of similar nonprofits.

2019 filings • NTEE J • <$500k nonprofits • Source year 2019

Top Officer Pay

66th percentile

$0

Higher top officer pay than 66% of similar nonprofits.

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

2019 filings • NTEE J • <$500k nonprofits • Source year 2019

Asset Growth

89th percentile

67%

Faster asset growth than 89% of similar nonprofits.

2019 filings • NTEE J • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

100th percentile

683141%

Faster revenue growth than 100% of similar nonprofits.

2019 filings • NTEE J • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$57,306

Up $23,038 (+67%) from 2018

Net Assets

Up

$57,306

Up $23,038 (+67%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$150,313

Up $150,291 (+683141%) from 2018

Expenses

Down

$127,275

Down $31,844 (-20%) from 2018

Net Income

Up

$23,038

Up $182,135 (+114%) from 2018

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

2019

Assets$57,306
Liabilities$0
Net Assets$57,306

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

2019

Revenue$150,313
Expenses$127,275
Net Income$23,038
Jump To
Filing Snapshot
Filing Period
May 1, 2018 to Apr 30, 2019
Signed
Jul 9, 2020
Return Version
2018v3.1
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
2020-07-09
Discuss with paid preparer
Yes

Preparer

Firm
Reitman & Belkin LLP
Address
420 Lexington Avenue Suite 626, New York, NY 10170
Preparer
Richard Reitman
Phone
2125990410
Raw XML Appendix357 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3ARIZONA MUSIC FESTIVAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4ATLANTIC GOLF CLUB FOUNDATION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6ARIZONA SCIENCE CENTER
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1MOUNT SINAI HEALTH SYSTEM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2NORTON MUSEUM OF ART
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3PHOENIX SYMPHONY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4POLLOCK KRASNER HOUSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5SUSQUEHANNA ART MUSEUM
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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/RecipientRelationshipTxt7NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt9NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt10NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt11NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt12NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01625 NORTH CENTRAL AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1530 EAST TOWN STREET PO BOX 38
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2633 CLARK STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt37518 E ELBOW BEND RD A3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41040 SCUTTLE HOLE RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5476 5TH AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6600 E WASHINGTON ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt740 ARTS CIR DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8281 FIRST AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt91450 S DIXIE HIGHWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1075 N 2ND ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11830 SPRINGS-FIREPLACE ROAD EAST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt121401 N 3RD ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PHOENIX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1COLUMBUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2EVANSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3CAREFREE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4BRIDGEHAMPTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6PHOENIX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7EVANSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9WEST PALM BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10PHOENIX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm11HAMPTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm12HARRISBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd10AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd11NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd12PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd085004
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd143216
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd260208
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd385377
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd411932
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd510018
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd685004
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd760208
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd810003
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd933401
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1085004
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1111937
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1217102
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0127250
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0159119
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt05274
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt05274
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0286369
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0127250
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0159119
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0127250
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0127250
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0291643
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0164393
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NY STATE FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ELLEN KATZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-09
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 Avenue Suite 626
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0New York
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010170
ReturnHeader/PreparerPersonGrp/PhoneNum02125990410
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Richard Reitman
ReturnHeader/ReturnTs02020-07-09T06:51:57-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-05-01
ReturnHeader/TaxPeriodEndDt02019-04-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

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