Civic Intelligence

Will & Stella Gratz Foundation Inc C/O Gratz Family Foundation Inc

990PF • Fiscal year 2017 • EIN 13-6152139

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 24, 2018

P O Box 115Easton, CT 06612

(203) 459-9923

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.

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

10th percentile

-49%

Higher net margin than 10% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

40th percentile

-2.3%

Faster asset growth than 40% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

12th percentile

-39%

Faster revenue growth than 12% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$170,523

Down $3,966 (-2.3%) from 2016

Net Assets

Down

$170,523

Down $3,966 (-2.3%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$8,122

Down $5,206 (-39%) from 2016

Expenses

Up

$12,088

Up $362 (+3.1%) from 2016

Net Income

Down

-$3,966

Down $5,568 (-348%) from 2016

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2010: $236,132Liabilities 2010: $0Net Assets 2010: $236,1322010Assets 2011: $235,289Liabilities 2011: $0Net Assets 2011: $235,2892011Assets 2012: $188,968Liabilities 2012: $0Net Assets 2012: $188,9682012Assets 2013: $189,536Liabilities 2013: $0Net Assets 2013: $189,5362013Assets 2014: $175,450Liabilities 2014: $0Net Assets 2014: $175,4502014Assets 2015: $172,887Liabilities 2015: $0Net Assets 2015: $172,8872015Assets 2016: $174,489Liabilities 2016: $0Net Assets 2016: $174,4892016Assets 2017: $170,523Liabilities 2017: $0Net Assets 2017: $170,5232017Assets 2018: $136,175Liabilities 2018: $0Net Assets 2018: $136,1752018Assets 2019: $131,714Liabilities 2019: $0Net Assets 2019: $131,7142019Assets 2020: $119,092Liabilities 2020: $0Net Assets 2020: $119,0922020Assets 2021: $100,345Liabilities 2021: $0Net Assets 2021: $100,3452021Assets 2022: $98,728Liabilities 2022: $0Net Assets 2022: $98,7282022Assets 2023: $90,332Liabilities 2023: $0Net Assets 2023: $90,3322023Assets 2024: $80,955Liabilities 2024: $0Net Assets 2024: $80,9552024

Highlighted filing

2017

Assets$170,523
Liabilities$0
Net Assets$170,523

Operations Trend

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

$40K$20K$0-$20K-$40KExpenses 2010: $7,1282010Expenses 2011: $9,5622011Expenses 2012: $9,5982012Revenue 2013: $8,028Expenses 2013: $7,460Net Income 2013: $5682013Revenue 2014: -$3,397Expenses 2014: $10,689Net Income 2014: -$14,0862014Revenue 2015: $7,837Expenses 2015: $10,400Net Income 2015: -$2,5632015Revenue 2016: $13,328Expenses 2016: $11,726Net Income 2016: $1,6022016Revenue 2017: $8,122Expenses 2017: $12,088Net Income 2017: -$3,9662017Revenue 2018: -$18,334Expenses 2018: $16,014Net Income 2018: -$34,3482018Revenue 2019: $14,443Expenses 2019: $18,904Net Income 2019: -$4,4612019Revenue 2020: $4,818Expenses 2020: $17,440Net Income 2020: -$12,6222020Revenue 2021: $4,925Expenses 2021: $23,672Net Income 2021: -$18,7472021Revenue 2022: $4,757Expenses 2022: $6,374Net Income 2022: -$1,6172022Revenue 2023: $7,613Expenses 2023: $16,009Net Income 2023: -$8,3962023Revenue 2024: $4,006Expenses 2024: $13,383Net Income 2024: -$9,3772024

Highlighted filing

2017

Revenue$8,122
Expenses$12,088
Net Income-$3,966
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 24, 2018
Return Version
2017v2.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM F GRATZVice President-$0--
ROBERTA BRANDES GRATZSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Will & Stella Gratz Foundation Inc
EIN
13-6152139
Phone
2034599923
Address
P O BOX 115, EASTON, CT 06612

Signing Officer

Name
William Gratz
Title
Vice - President
Phone
2034599923
Signed
2018-04-24
Discuss with paid preparer
Yes

Preparer

Firm
GROSSBACH ZAINO & ASSOCIATES CPA'S PC
Address
6 INTERNATIONAL DRIVE STE 130, RYE BROOK, NY 10573
Preparer
Eric Rosen
Phone
9144680400
Raw XML Appendix365 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WILLIAM F GRATZ
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CONTRIBUTIONCONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5CONTRIBUTIONCONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CENTER FOR THE LIVING CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1CHIEFS FUND INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2JOHNSON ART MUSEUM CORNELL UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3NYS PRESERVATION LEAGUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4RANGELEY LAKES HISTORICAL SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5RR HWP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0226 EAST 52ND ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt116 PROSPECT ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2CORNELL UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt344 CENTRAL AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt460 MAIN ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt560 MAIN ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MT KISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2ITHACA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3ALBANY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4RANGELEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5RANGELEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4ME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5ME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010022
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd110549
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd214853
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd312206
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd404970
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd504970
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt09700
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt09604
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt09604
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0155
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt087
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0338
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt096
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0155
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt087
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt09700
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt096
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0338
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0242
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NYS FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INCREASE IN ETF COST BASIS FEB 2017
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt050
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1611
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt064
OtherIncomeSchedule2/OtherIncomeDetail/Desc0MORGAN STANLEY ADJUST ON AUG TRANSFER
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt064
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt064
TaxesSchedule/TaxesDetail/Amt0527
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL INCOME TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM GRATZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE - PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02034599923
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILL & STELLA GRATZ FOUNDATION INC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O GRATZ FAMILY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0136152139
ReturnHeader/Filer/PhoneNum02034599923
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 115
ReturnHeader/Filer/USAddress/CityNm0EASTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006612
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F79227D43784A9E8F73B4DC16AE92AC9074E20A6
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt072.68.149.42
ReturnHeader/FilingSecurityInformation/IPDt02018-04-24
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm008:57:50
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0460927904
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GROSSBACH ZAINO & ASSOCIATES CPA'S PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06 INTERNATIONAL DRIVE STE 130
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RYE BROOK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010573
ReturnHeader/PreparerPersonGrp/PhoneNum09144680400
ReturnHeader/PreparerPersonGrp/PreparationDt02018-04-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ERIC ROSEN
ReturnHeader/ReturnTs02018-05-02T16:28:14-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.04$0.13$0.09
2023Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.08$0.16$0.08
2022Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.05$0.06$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.05$0.24$0.19
2020Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.05$0.17$0.13
2019Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.14$0.19$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.18$0.16$0.34
2017Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.08$0.12$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.13$0.12$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.08$0.10$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.03$0.11$0.14
2013Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.08$0.07$0.01
2012Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.10
2011Detailed filing. Detailed filing data is available for this year.$2.35$0.00$2.35$0.10
2010Detailed filing. Detailed filing data is available for this year.$2.36$0.00$2.36$0.07