Civic Intelligence

Joan Yellen Horvitz Foundation

990PF • Fiscal year 2014 • EIN 20-1780711

Jan 01, 2014 to Dec 31, 2014 • Filed on May 15, 2015

Organization Profile
PO Box 4451Jackson, WY 83001

(440) 995-5200

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.

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

84th percentile

31%

Higher net margin than 84% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

85th percentile

41%

Faster asset growth than 85% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

100th percentile

1497657%

Faster revenue growth than 100% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$109,851

Up $32,072 (+41%) from 2013

Net Assets

Up

$109,851

Up $32,072 (+41%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin84th percentile

Revenue

Up

$104,843

Up $104,836 (+1497657%) from 2013

Expenses

Up

$72,771

Up $56,279 (+341%) from 2013

Net Income

Up

$32,072

Up $48,557 (+295%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth85th 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

2014

Assets$109,851
Liabilities$0
Net Assets$109,851
Open 2014 Filing

Operations Trend

Revenue Growth100th percentile

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

2014

Revenue$104,843
Expenses$72,771
Net Income$32,072
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 15, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOAN HORVITZGrant Officer-$0--
LAUREL FIDUCIARY CORPTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Joan Yellen Horvitz Foundation
EIN
20-1780711
Phone
4409955200
Address
PO BOX 4451, JACKSON, WY 83001

Signing Officer

Name
Christopher Reimer
Title
Vice Pres, Laurel Fiduciary Corp
Phone
4409955200
Signed
2015-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Wortzman & Gingerich Company
Address
3333 RICHMOND ROAD SUITE 170, BEACHWOOD, OH 44122
Preparer
Brian R Gingerich CPA
Phone
2164640001
Raw XML Appendix342 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/RecipientRelationshipTxt3N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt03091 MAYFIELD ROAD STE 217
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt111001 EUCLID AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21901 E 13TH STREET STE 200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt36415 DETROIT AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt425701 SCIENCE PARK DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt56350 HORIZON DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CLEVELAND HEIGHTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CLEVELAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2CLEVELAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3CLEVELAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4BEACHWOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5TITUSVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd044118
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd144106
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd244114
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd344102
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd444122
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd532780
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt068533
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/AppliedToCurrentYearAmt03406
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt03406
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt09740
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0120374
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0113434
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt078912
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt059758
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt059758
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0389730
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt067270
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt09740
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0120374
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0113434
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt078912
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt070676
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt067270
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0449488
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0382218
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0JOAN HORVITZ
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt030 LAUREL COURT OFF FARWOOD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0MORELAND HILLS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0OH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd044022
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0104840
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0STATE REGISTRATION FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK SERVICE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt050
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt19
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt110
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt050
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt119
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02140
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt01070
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01070
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRISTOPHER REIMER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRES, LAUREL FIDUCIARY CORP
ReturnHeader/BusinessOfficerGrp/PhoneNum04409955200
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOAN YELLEN HORVITZ FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JOAN
ReturnHeader/Filer/EIN0201780711
ReturnHeader/Filer/PhoneNum04409955200
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 4451
ReturnHeader/Filer/USAddress/CityNm0JACKSON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WY
ReturnHeader/Filer/USAddress/ZIPCd083001
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341316000
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WORTZMAN & GINGERICH COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03333 RICHMOND ROAD SUITE 170
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BEACHWOOD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044122
ReturnHeader/PreparerPersonGrp/PhoneNum02164640001
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRIAN R GINGERICH CPA
ReturnHeader/ReturnTs02015-05-15T09:48:47-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$109,851
Liabilities
$0
Net assets
$109,851
Revenue
$104,843
Expenses
$72,771
Net income
$32,072
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