Civic Intelligence

Joan Yellen Horvitz Foundation

990PF • Fiscal year 2016 • EIN 20-1780711

Jan 01, 2016 to Dec 31, 2016 • Filed on May 10, 2017

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.

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

1st percentile

-390790%

Higher net margin than 1% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

78th percentile

$1,561

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 15610.0% of source-year revenue.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

10th percentile

-42%

Faster asset growth than 10% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

99th percentile

900%

Faster revenue growth than 99% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$53,346

Down $39,079 (-42%) from 2015

Net Assets

Down

$53,346

Down $39,079 (-42%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin1st percentile

Revenue

Up

$10

Up $9 (+900%) from 2015

Expenses

Up

$39,089

Up $21,662 (+124%) from 2015

Net Income

Down

-$39,079

Down $21,653 (-124%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth10th 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

2016

Assets$53,346
Liabilities$0
Net Assets$53,346
Open 2016 Filing

Operations Trend

Revenue Growth99th 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

2016

Revenue$10
Expenses$39,089
Net Income-$39,079
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 10, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAUREL FIDUCIARY CORPTrustee-$1,561-$1,561
JOAN HORVITZGrant Officer-$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
2017-05-10
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 Appendix299 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/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt04015
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt04015
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt09623
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt067270
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt09740
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0120374
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0113434
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0113434
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0239561
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt032554
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt09623
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt067270
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt09740
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0120374
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt036569
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt032554
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0352995
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0320441
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LiquidationExplanationStmt/ExplanationTxt0THIS STATEMENT IS SUBMITTED TO REPORT THE DISTRIBUTION OF CERTAIN ASSETS DURING THE ABOVE-REFERENCED YEAR. THE DISTRIBUTIONS RESULTED IN A SUBSTANTIAL CONTRACTION OF ASSETS. THE FOLLOWING INFORMATION IS SUBMITTED IN ACCORDANCE WITH TREASURY REGULATION SECTION 1.6043-3(A)(1) AND THE FORM 990-PF INSTRUCTIONS: DURING THE TAXABLE YEAR ENDING DECEMBER 31, 2016, THE JOAN YELLEN HORVITZ FOUNDATION (THE "FOUNDATION") MADE DISTRIBUTIONS FROM ASSETS FROM SOURCES OTHER THAN CURRENT INCOME. COLLECTIVELY, THE DISTRIBUTIONS IN EXCESS OF CURRENT INCOME TOTALED $33,990. THIS AMOUNT REPRESENTS OVER 25% OF THE FOUNDATION'S NET ASSETS OF $92,425 (AS MEASURED BY FAIR MARKET VALUE) AT THE BEGINNING OF THE FOUNDATION'S TAXABLE YEAR ENDING DECEMBER 31, 2016. ALTHOUGH THE FOUNDATION TECHNICALLY EXPERIENCED A "SUBSTANTIAL CONTRACTION," IT WILL CONTINUE IN EXISTENCE AND HAS NO PLANS FOR DISSOLUTION. THE FOUNDATION MADE DISTRIBUTIONS OF CASH TO THE GRANTEES LISTED IN THE ATTACHMENT TO PART XV, LINE 3A; EACH SUCH GRANT WAS MADE SOLELY FOR THE CHARITABLE PURPOSE SPECIFIED THEREIN.
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0STATE REGISTRATION FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt050
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt050
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01611
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADMINISTRATIVE SERVICE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0805
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0806
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRISTOPHER REIMER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRES., LAUREL FIDUCIARY CORP
ReturnHeader/BusinessOfficerGrp/PhoneNum04409955200
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-10
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/FilingSecurityInformation/AtSubmissionCreationDeviceId02476F0A66D113ED9BAF5488CF456FE179ABEC46B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02476F0A66D113ED9BAF5488CF456FE179ABEC46B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0207.89.38.66
ReturnHeader/FilingSecurityInformation/IPDt02017-05-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm012:42:42
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/ReturnTs02017-05-12T10:53:51-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$53,346
Liabilities
$0
Net assets
$53,346
Revenue
$10
Expenses
$39,089
Net income
-$39,079
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