The Richard and Jacquelyn Kurtz Private

990PF • Fiscal year 2017 • EIN 23-2791486

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 24, 2018

Organization Profile

1361 Boot Road Apt 232West Chester, PA 19380

(610) 644-0810

Siviq Scores

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

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

-27%

Higher net margin than 15% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

-5.8%

Faster asset growth than 33% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

196%

Faster revenue growth than 95% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet

Liabilities / Assets59th percentile

Assets

Down

$37,497

Down $2,305 (-5.8%) from 2016

Net Assets

Down

$37,497

Down $2,305 (-5.8%) from 2016

Liabilities

Flat

Flat from 2016

Revenue And Expenses

Liabilities / Revenue59th percentile Net Margin15th percentile

Revenue

$8,590

Up $5,692 (+196%) from 2016

Expenses

Down

$10,895

Down $3,225 (-23%) from 2016

Net Income

-$2,305

Up $8,917 (+79%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

Highlighted filing

2017

Assets$37,497

Liabilities$0

Net Assets$37,497

Open 2017 Filing

Operations Trend

Revenue Growth95th percentile

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

Highlighted filing

2017

Revenue$8,590

Expenses$10,895

Net Income-$2,305

Open 2017 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2017 to Dec 31, 2017
Signed: Apr 24, 2018
Return Version: 2017v2.2

Compensation and Service Providers

Top Officer Pay77th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
RICHARD KURTZ	Trustee	-	$0	-	-
JACQUELYN KURTZ	Trustee	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: The Richard and Jacquelyn Kurtz Private
EIN: 23-2791486
Phone: 6106440810
Address: 1361 BOOT ROAD APT 232, WEST CHESTER, PA 19380

Signing Officer

Name: Richard Kurtz
Title: Trustee
Phone: 6106440810
Signed: 2018-04-24
Discuss with paid preparer: Yes

Preparer

Firm: Cohnreznick Llp
Address: 23 CHRISTOPHER WAY, EATONTOWN, NJ 07724
Preparer: Joe Scutellaro
Phone: 7325780700

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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/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt	0	NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	RICHARD KURTZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	JACQUELYN KURTZ
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	5	TRINITY PRESBYTERIAN CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	2	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	3	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	4	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	5	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	534 MAIN ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	1155 EASTON RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	PO BOX 1438
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	3	220 E 42ND ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	4	720 FIRST AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	5	640 BERWYN AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	AMHERST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	HORSHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	JACKSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	3	NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	4	BERWYN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	5	BERWYN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	3	NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	4	PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	5	PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	01002
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	19044
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	08527
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	3	10017
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	4	19312
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	5	19312
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	9856
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	2055
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	2055
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	11376
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	8021
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	2743
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	6005
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	8818
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	8818
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	36461
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	8316
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	11376
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	8021
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	2743
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	6005
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	10371
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	8316
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	45279
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	36963
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt	0	RICHARD & JACQUELYN KURTZ
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	1
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	0	331 WESTWIND CT ORCHARD ISLAND
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm	0	VERO BEACH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	0	FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	0	32963
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	0	7048
IRS990ScheduleB/GeneralRuleInd	0	X
IRS990ScheduleB/Organization501c3ExemptPFInd	0	X
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	15
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	15
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt	0	0
TaxesSchedule/TaxesDetail/Amt	0	24
TaxesSchedule/TaxesDetail/CategoryTxt	0	FEDERAL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	0
ReturnHeader/BuildTS	0	2018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	RICHARD KURTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	6106440810
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2018-04-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	THE RICHARD AND JACQUELYN KURTZ PRIVATE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt	0	FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	RICH
ReturnHeader/Filer/EIN	0	232791486
ReturnHeader/Filer/PhoneNum	0	6106440810
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	1361 BOOT ROAD APT 232
ReturnHeader/Filer/USAddress/CityNm	0	WEST CHESTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	PA
ReturnHeader/Filer/USAddress/ZIPCd	0	19380
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId	0	DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId	0	06A4BC6A02C072216FB46903976AAF3AD31DC28E
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd	0	P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt	0	209.3.217.20
ReturnHeader/FilingSecurityInformation/IPDt	0	2018-04-24
ReturnHeader/FilingSecurityInformation/IPTimezoneCd	0	ED
ReturnHeader/FilingSecurityInformation/IPTm	0	15:16:27
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	221478099
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	COHNREZNICK LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	23 CHRISTOPHER WAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	EATONTOWN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	07724
ReturnHeader/PreparerPersonGrp/PhoneNum	0	7325780700
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2018-04-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	JOE SCUTELLARO
ReturnHeader/ReturnTs	0	2018-04-24T15:17:19-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2017-01-01
ReturnHeader/TaxPeriodEndDt	0	2017-12-31
ReturnHeader/TaxYr	0	2017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $37,497
Liabilities: $0
Net assets: $37,497
Revenue: $8,590
Expenses: $10,895
Net income: -$2,305

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.00	$0.00	$0.00	$31.6	$69.1	$37.5
2017Detailed filing. Detailed filing data is available for this year.	$37.5	$0.00	$37.5	$8.59	$10.9	$2.31
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$39.8	$0.00	$39.8	$2.90	$14.1	$11.2
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$51.0	$0.00	$51.0	$1.40	$11.5	$10.1
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$61.2	$0.00	$61.2	$11.3	$6.33	$5.01
2013Detailed filing. Detailed filing data is available for this year.	$56.1	$0.00	$56.1	$12.8	$9.68	$3.14
2012Detailed filing. Detailed filing data is available for this year.	$53.0	$0.00	$53.0		$13.0
2011Summary only. Only limited summary data is available for this year.	$63.1	$0.00		$13.1	$14.2	$1.07
2010Detailed filing. Detailed filing data is available for this year.	$64.2	$0.00	$64.2		$10.5