Civic Intelligence

The Ellen Philips Schwarzman Katz Foundation Inc.

990PF • Fiscal year 2021 • EIN 13-3925902

May 01, 2020 to Apr 30, 2021 • Filed on Aug 23, 2022

Reitman Belkin 420 Lexington Av 626New 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.

2021 filings • NTEE J • <$500k nonprofits • Source year 2021

Liabilities / Revenue

62nd percentile

0.00x

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

2021 filings • NTEE J • <$500k nonprofits • Source year 2021

Net Margin

1st percentile

-1101950%

Higher net margin than 1% of similar nonprofits.

2021 filings • NTEE J • <$500k nonprofits • Source year 2021

Top Officer Pay

65th percentile

$0

Higher top officer pay than 65% of similar nonprofits.

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

2021 filings • NTEE J • <$500k nonprofits • Source year 2021

Asset Growth

7th percentile

-52%

Faster asset growth than 7% of similar nonprofits.

2021 filings • NTEE J • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

1st percentile

-100%

Faster revenue growth than 1% of similar nonprofits.

2021 filings • NTEE J • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$20,083

Down $22,039 (-52%) from 2020

Net Assets

Down

$20,083

Down $22,039 (-52%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Down

$2

Down $50,162 (-100%) from 2020

Expenses

Down

$22,041

Down $43,307 (-66%) from 2020

Net Income

Down

-$22,039

Down $6,855 (-45%) from 2020

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

2021

Assets$20,083
Liabilities$0
Net Assets$20,083

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

2021

Revenue$2
Expenses$22,041
Net Income-$22,039
Jump To
Filing Snapshot
Filing Period
May 1, 2020 to Apr 30, 2021
Signed
Aug 23, 2022
Return Version
2020v4.0
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 626, NEW YORK, NY 10170

Signing Officer

Name
Ellen Katz
Title
President
Signed
2022-08-23
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 Appendix274 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/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/ExcessDistributionCyovYr1Amt065348
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0127250
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0159119
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0373758
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt022041
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt065348
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0127250
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0159119
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt022041
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt022041
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0373758
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0351717
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NYS FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt050
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt050
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01806
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0TAX PREPARATION FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt01806
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ELLEN KATZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-08-23
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 626
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/ReturnTs02022-08-23T12:20:57-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ELLEN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KATZ
ReturnHeader/TaxPeriodBeginDt02020-05-01
ReturnHeader/TaxPeriodEndDt02021-04-30
ReturnHeader/TaxYr02020

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