Civic Intelligence

Joan Yellen Horvitz Foundation

990PF • Fiscal year 2019 • EIN 20-1780711

Jan 01, 2019 to Dec 31, 2019 • Filed on May 15, 2020

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

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

1st percentile

-109110%

Higher net margin than 1% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

79th percentile

$2,000

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 6896.6% of source-year revenue.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

9th percentile

-46%

Faster asset growth than 9% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

6th percentile

-67%

Faster revenue growth than 6% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$37,184

Down $31,642 (-46%) from 2018

Net Assets

Down

$37,184

Down $31,642 (-46%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin1st percentile

Revenue

Down

$29

Down $58 (-67%) from 2018

Expenses

Down

$31,671

Down $27,005 (-46%) from 2018

Net Income

Up

-$31,642

Up $26,947 (+46%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth9th 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

2019

Assets$37,184
Liabilities$0
Net Assets$37,184
Open 2019 Filing

Operations Trend

Revenue Growth6th 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

2019

Revenue$29
Expenses$31,671
Net Income-$31,642
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 15, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAUREL FIDUCIARY CORPTrustee-$2,000-$2,000
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
Diane O Malarik
Title
Vice Pres., Laurel Fiduciary Corp
Phone
4409955200
Signed
2020-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Wortzman & Gingerich Company
Address
3333 RICHMOND ROAD SUITE 170, BEACHWOOD, OH 44122
Preparer
William a Wortzman 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/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt02603
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02603
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt051618
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt040506
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt032554
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt09623
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt067270
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt067270
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0161308
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt027007
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt051618
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt040506
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt032554
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt09623
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt029610
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt027007
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0228578
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0201571
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0STATE OF OHIO REGISTRATION FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK SERVICE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt050
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt115
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt115
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt050
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt130
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DIANE O MALARIK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRES., LAUREL FIDUCIARY CORP
ReturnHeader/BusinessOfficerGrp/PhoneNum04409955200
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-15
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/FilingSecurityInformation/AtSubmissionCreationDeviceId06BE31622FA3E1CDC43C3A8B305BE62A81D37CF04
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06BE31622FA3E1CDC43C3A8B305BE62A81D37CF04
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0207.89.38.66
ReturnHeader/FilingSecurityInformation/IPDt02020-05-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm008:15:48
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/PreparerPersonNm0WILLIAM A WORTZMAN CPA
ReturnHeader/ReturnTs02020-05-18T13:20:58-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$37,184
Liabilities
$0
Net assets
$37,184
Revenue
$29
Expenses
$31,671
Net income
-$31,642
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