Civic Intelligence

Joan Yellen Horvitz Foundation

990PF • Fiscal year 2012 • EIN 20-1780711

Jan 01, 2012 to Dec 31, 2012 • Filed on May 03, 2013

Organization Profile
212 East 22nd Street82001
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

58th percentile

0.00x

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

2012 filings • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

17th percentile

-23%

Faster asset growth than 17% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$94,264

Down $28,234 (-23%) from 2011

Net Assets

Down

$94,264

Down $28,234 (-23%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$128,242

Up $6,409 (+5.3%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

$150K$100K$50K$0Assets 2010: $110,501Liabilities 2010: $0Net Assets 2010: $110,5012010Assets 2011: $122,498Liabilities 2011: $0Net Assets 2011: $122,4982011Assets 2012: $94,264Liabilities 2012: $0Net Assets 2012: $94,2642012Assets 2013: $77,779Liabilities 2013: $0Net Assets 2013: $77,7792013Assets 2014: $109,851Liabilities 2014: $0Net Assets 2014: $109,8512014Assets 2015: $92,425Liabilities 2015: $0Net Assets 2015: $92,4252015Assets 2016: $53,346Liabilities 2016: $0Net Assets 2016: $53,3462016Assets 2017: $127,415Liabilities 2017: $0Net Assets 2017: $127,4152017Assets 2018: $68,826Liabilities 2018: $0Net Assets 2018: $68,8262018Assets 2019: $37,184Liabilities 2019: $0Net Assets 2019: $37,1842019Assets 2020: $5,420Liabilities 2020: $0Net Assets 2020: $5,4202020Assets 2021: $554Liabilities 2021: $0Net Assets 2021: $5542021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2012

Assets$94,264
Liabilities$0
Net Assets$94,264
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0-$50K-$100KExpenses 2010: $89,2452010Expenses 2011: $121,8332011Expenses 2012: $128,2422012Revenue 2013: $7Expenses 2013: $16,492Net Income 2013: -$16,4852013Revenue 2014: $104,843Expenses 2014: $72,771Net Income 2014: $32,0722014Revenue 2015: $1Expenses 2015: $17,427Net Income 2015: -$17,4262015Revenue 2016: $10Expenses 2016: $39,089Net Income 2016: -$39,0792016Revenue 2017: $120,044Expenses 2017: $45,975Net Income 2017: $74,0692017Revenue 2018: $87Expenses 2018: $58,676Net Income 2018: -$58,5892018Revenue 2019: $29Expenses 2019: $31,671Net Income 2019: -$31,6422019Revenue 2020: $0Expenses 2020: $31,764Net Income 2020: -$31,7642020Revenue 2021: $0Expenses 2021: $4,866Net Income 2021: -$4,8662021Revenue 2022: $0Expenses 2022: $591Net Income 2022: -$5912022

Highlighted filing

2012

Revenue-
Expenses$128,242
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 3, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOAN HORVITZGrant Officer-$0--
LAUREL FIDUCIARY CORPTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTHE CLEVELAND INSTITUTE OF ARTTO FUND OPERATIONSPUBLICCLEVELAND, OH, US$52,500
Paid GrantCLEVELAND PUBLIC THEATRETO FUND OPERATIONSPUBLICCLEVELAND, OH, US$33,333
Paid GrantCLEVELAND ORCHESTRATO FUND OPERATIONSPUBLICCLEVELAND, OH, US$12,000
Paid GrantJEWISH FEDERATION OF CLEVELANDTO FUND OPERATIONSPUBLICCLEVELAND, OH, US$12,000
Paid GrantCLEVELAND PLAYHOUSETO FUND OPERATIONSPUBLICCLEVELAND, OH, US$11,000
Paid GrantMALTZ MUSEUM OF JEWISH HERITAGETO FUND OPERATIONSPUBLICBEACHWOOD, OH, US$2,500
Filing and Contact Details

Filer

EIN
20-1780711
Raw XML Appendix346 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.

Path#Value
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0JOAN HORVITZ
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1LAUREL FIDUCIARY CORP
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3TO FUND OPERATIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4TO FUND OPERATIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5TO FUND OPERATIONS
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear05413
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted05413
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear10113434
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2078912
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3059758
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4034537
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5026996
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5026996
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0407015
IRS990PF/UndistributedIncome/ExcessFromCurrentYear0120374
IRS990PF/UndistributedIncome/ExcessFromYear10113434
IRS990PF/UndistributedIncome/ExcessFromYear2078912
IRS990PF/UndistributedIncome/ExcessFromYear3059758
IRS990PF/UndistributedIncome/ExcessFromYear4034537
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions0125787
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus0120374
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus0434011
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0313637
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
IRS990ScheduleB/ContributorInfo/AggregateContributions0100000
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine1030 LAUREL COURT OFF FARWOOD
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0MORELAND HILLS
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0OH
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode044022
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual0JOAN HORVITZ
IRS990ScheduleB/ContributorInfo/ContributorNumber01
IRS990ScheduleB/ContributorInfo/PersonContributionType0X
IRS990ScheduleB/GeneralRule0X
IRS990ScheduleB/Organization501c3ExemptPF0X
OtherExpensesSchedule/OtherExpenses/Description0STATE REGISTRATION FEES
OtherExpensesSchedule/OtherExpenses/Description1BANK SERVICE FEES
OtherExpensesSchedule/OtherExpenses/Description2STATE PENALTIES
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps0200
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps19
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps20
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome00
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome19
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome20
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0200
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks118
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks2200
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount02224
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps01112
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome01112
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/Filer/EIN0201780711
ReturnHeader/Filer/Name/BusinessNameLine10JOAN YELLEN HORVITZ FOUNDATION
ReturnHeader/Filer/NameControl0JOAN
ReturnHeader/Filer/Phone04409955200
ReturnHeader/Filer/USAddress/AddressLine10212 EAST 22ND STREET
ReturnHeader/Filer/USAddress/City0CHEYENNE
ReturnHeader/Filer/USAddress/State0WY
ReturnHeader/Filer/USAddress/ZIPCode082001
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-05-03
ReturnHeader/Officer/Name0MARK F POLZIN
ReturnHeader/Officer/Phone04409955200
ReturnHeader/Officer/Title0PRESIDENT, LAUREL FIDUCIARY CORP
ReturnHeader/PreparerFirm/EIN0341316000
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10WORTZMAN & GINGERICH COMPANY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine103333 RICHMOND ROAD SUITE 170
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0BEACHWOOD
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0OH
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode044122
ReturnHeader/Preparer/Name0WILLIAM A WORTZMAN CPA
ReturnHeader/Preparer/Phone02164640001
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-05-14T10:16:37-05:00

Document Assets

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$94,264
Liabilities
$0
Net assets
$94,264
Revenue
-
Expenses
$128,242
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.01$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.00$0.05$0.05
2020Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$0.00$0.32$0.32
2019Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$0.00$0.32$0.32
2018Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$0.00$0.59$0.59
2017Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$1.20$0.46$0.74
2016Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.00$0.39$0.39
2015Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.00$0.17$0.17
2014Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$1.05$0.73$0.32
2013Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.00$0.16$0.16
2012Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$1.28
2011Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$1.22
2010Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.89