Civic Intelligence

Harvey and Phyllis Katz Family Foundation Inc

EIN 20-4389576 • Long Branch, NJ

388 North Ocean Avenue 6-cLong Branch, NJ 07740-7755
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

87th percentile

0.00x

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

NTEE T22 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2024

Top Officer Pay

94th percentile

$0

Higher top officer pay than 94% of similar nonprofits.

NTEE T22 • <$500k nonprofits • Source year 2024

Asset Growth

38th percentile

-7.6%

Faster asset growth than 38% of similar nonprofits.

NTEE T22 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets87th percentile

Assets

Down

$36,662

Down $3,015 (-7.6%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

$36,662

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$0

Down $1 (-100%) from 2023

Expenses

Down

$3,015

Down $9,000 (-75%) from 2023

Net Income

Up

-$3,015

Up $8,999 (+75%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth38th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200K$150K$100K$50K$0Assets 2010: $171,540Liabilities 2010: $0Net Assets 2010: $171,5402010Assets 2011: $146,408Liabilities 2011: $0Net Assets 2011: $146,4082011Assets 2012: $137,241Liabilities 2012: $0Net Assets 2012: $137,2412012Assets 2013: $99,685Liabilities 2013: $0Net Assets 2013: $99,6852013Assets 2014: $89,242Liabilities 2014: $0Net Assets 2014: $89,2422014Assets 2015: $84,100Liabilities 2015: $0Net Assets 2015: $84,1002015Assets 2016: $75,828Liabilities 2016: $0Net Assets 2016: $75,8282016Assets 2018: $70,404Liabilities 2018: $0Net Assets 2018: $70,4042018Assets 2019: $63,714Liabilities 2019: $12019Assets 2020: $54,083Liabilities 2020: $0Net Assets 2020: $54,0832020Assets 2021: $53,583Liabilities 2021: $0Net Assets 2021: $53,5832021Assets 2022: $51,692Liabilities 2022: $0Net Assets 2022: $51,6922022Assets 2023: $39,677Liabilities 2023: $12023Assets 2024: $36,662Liabilities 2024: $0Net Assets 2024: $36,6622024

Highlighted filing

2024

Assets$36,662
Liabilities$0
Net Assets$36,662
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40K$20K$0-$20K-$40KExpenses 2010: $10,7302010Expenses 2011: $25,1482011Expenses 2012: $9,8052012Revenue 2013: $9Expenses 2013: $37,565Net Income 2013: -$37,5562013Revenue 2014: $7Expenses 2014: $10,450Net Income 2014: -$10,4432014Revenue 2015: $8Expenses 2015: $5,150Net Income 2015: -$5,1422015Revenue 2016: $28Expenses 2016: $8,300Net Income 2016: -$8,2722016Revenue 2018: $976Expenses 2018: $4,100Net Income 2018: -$3,1242018Revenue 2019: $910Expenses 2019: $7,600Net Income 2019: -$6,6902019Revenue 2020: $0Expenses 2020: $9,631Net Income 2020: -$9,6312020Revenue 2021: $0Expenses 2021: $500Net Income 2021: -$5002021Revenue 2022: $0Expenses 2022: $1,891Net Income 2022: -$1,8912022Revenue 2023: $1Expenses 2023: $12,015Net Income 2023: -$12,0142023Revenue 2024: $0Expenses 2024: $3,015Net Income 2024: -$3,0152024

Highlighted filing

2024

Revenue$0
Expenses$3,015
Net Income-$3,015
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$36,662
Liabilities
$0
Net assets
$36,662
Revenue
$0
Expenses
$3,015
Net income
-$3,015
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$0.00$0.03$0.03
2023Summary only. Only limited summary data is available for this year.$0.40$0.00$0.00$0.12$0.12
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.52$0.00$0.52$0.00$0.02$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$0.00$0.01$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.54$0.00$0.54$0.00$0.10$0.10
2019Summary only. Only limited summary data is available for this year.$0.64$0.00$0.01$0.08$0.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.70$0.00$0.70$0.01$0.04$0.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.76$0.00$0.76$0.00$0.08$0.08
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.84$0.00$0.84$0.00$0.05$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.00$0.10$0.10
2013Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.00$0.38$0.38
2012Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.10
2011Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.25
2010Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.11
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 2, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PHYLLIS KATZTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Harvey and Phyllis Katz Family
EIN
20-4389576
Phone
7322451727
Address
388 NORTH OCEAN AVENUE 6-C, LONG BRANCH, NJ 07740-7755

Signing Officer

Name
Harvey Katz
Title
Trustee
Phone
7328701433
Signed
2025-05-02
Discuss with paid preparer
Yes

Preparer

Firm
Smolin Lupin & Co LLC
Address
331 NEWMAN SPRINGS RD - SUITE 145, RED BANK, NJ 07701
Preparer
Laura Ditommaso
Phone
7329339300
Raw XML Appendix232 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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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-02
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SMOLIN LUPIN & CO LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0331 NEWMAN SPRINGS RD - SUITE 145
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RED BANK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd007701
ReturnHeader/PreparerPersonGrp/PhoneNum07329339300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAURA DITOMMASO
ReturnHeader/ReturnTs02025-05-12T13:43:43-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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