Max & Betty Ratner Foundation

990PF • Fiscal year 2018 • EIN 23-7218806

Aug 01, 2017 to Jul 31, 2018 • Filed on Oct 30, 2018

Organization Profile

50 Public Square Suite 1600Cleveland, OH 44113

(440) 345-3686

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.

2018 filings • <$500k nonprofits • Source year 2018

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

-7446%

Higher net margin than 1% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Higher top officer pay than 77% of similar nonprofits.

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

2018 filings • <$500k nonprofits • Source year 2018

-23%

Faster asset growth than 17% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

177%

Faster revenue growth than 95% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet

Liabilities / Assets59th percentile

Assets

Down

$295,229

Down $90,094 (-23%) from 2017

Net Assets

Down

$295,229

Down $90,094 (-23%) from 2017

Liabilities

Flat

Flat from 2017

Revenue And Expenses

Liabilities / Revenue59th percentile Net Margin1st percentile

Revenue

$1,210

Up $773 (+177%) from 2017

Expenses

Down

$91,304

Down $1 (-0.0%) from 2017

Net Income

-$90,094

Up $774 (+0.9%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

Highlighted filing

2018

Assets$295,229

Liabilities$0

Net Assets$295,229

Open 2018 Filing

Operations Trend

Revenue Growth95th percentile

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

Highlighted filing

2018

Revenue$1,210

Expenses$91,304

Net Income-$90,094

Open 2018 Filing

Jump To

Filing Snapshot

Filing Period: Aug 1, 2017 to Jul 31, 2018
Signed: Oct 30, 2018
Return Version: 2017v2.2

Compensation and Service Providers

Top Officer Pay77th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
CHARLES A RATNER	President / Trustee	-	$0	-	-
JAMES RATNER	Treasurer / Trustee	-	$0	-	-
MARK RATNER	Trustee	-	$0	-	-
RONALD RATNER	Secretary / Trustee	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Max & Betty Ratner Foundation
EIN: 23-7218806
Phone: 4403453686
Address: 50 PUBLIC SQUARE SUITE 1600, CLEVELAND, OH 44113

Signing Officer

Name: Charles Ratner
Title: President
Phone: 4403453686
Signed: 2018-10-30
Discuss with paid preparer: Yes

Preparer

Firm: Rms Investment Group LLC
Address: 50 PUBLIC SQUARE SUITE 1600, CLEVELAND, OH 44113
Phone: 4403453686

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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/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	16369
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	16369
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	69989
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	66637
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	61789
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	57201
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	5212
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	5212
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	330447
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	74831
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	69989
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	66637
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	61789
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	57201
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	91200
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	74831
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	335659
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	260828
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
TaxesSchedule/TaxesDetail/Amt	0	100
TaxesSchedule/TaxesDetail/Amt	1	4
TaxesSchedule/TaxesDetail/CategoryTxt	0	OHIO ANNUAL REPORT
TaxesSchedule/TaxesDetail/CategoryTxt	1	EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	1	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	0
ReturnHeader/BuildTS	0	2018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	CHARLES RATNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	4403453686
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2018-10-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	MAX & BETTY RATNER FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	MAX&
ReturnHeader/Filer/EIN	0	237218806
ReturnHeader/Filer/PhoneNum	0	4403453686
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	50 PUBLIC SQUARE SUITE 1600
ReturnHeader/Filer/USAddress/CityNm	0	CLEVELAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	OH
ReturnHeader/Filer/USAddress/ZIPCd	0	44113
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId	0	E3EEC3C7515CA65766250CB70D67D685C3F260FD
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId	0	AAA9B7B8CCE08803BDB968C34EFC52D011E905A7
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd	0	P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt	0	206.216.147.226
ReturnHeader/FilingSecurityInformation/IPDt	0	2018-10-30
ReturnHeader/FilingSecurityInformation/IPTimezoneCd	0	ED
ReturnHeader/FilingSecurityInformation/IPTm	0	15:32:30
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	454643895
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	RMS INVESTMENT GROUP LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	50 PUBLIC SQUARE SUITE 1600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	CLEVELAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	44113
ReturnHeader/PreparerPersonGrp/PhoneNum	0	4403453686
ReturnHeader/ReturnTs	0	2018-10-30T14:35:20-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2017-08-01
ReturnHeader/TaxPeriodEndDt	0	2018-07-31
ReturnHeader/TaxYr	0	2017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $295,229
Liabilities: $0
Net assets: $295,229
Revenue: $1,210
Expenses: $91,304
Net income: -$90,094

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.21	$0.00	$0.21	$0.00	$0.00	$0.00
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.21	$0.00	$0.21	$0.00	$0.00	$0.00
2022Detailed filing. Detailed filing data is available for this year.	$0.21	$0.00	$0.21	$0.00	$0.00	$0.00
2021Detailed filing. Detailed filing data is available for this year.	$0.21	$0.00	$0.21	$0.00	$0.00	$0.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.21	$0.00	$0.21	$0.00	$0.00	$0.00
2019Detailed filing. Detailed filing data is available for this year.	$0.21	$0.00	$0.21	$0.00	$0.09	$0.09
2018Detailed filing. Detailed filing data is available for this year.	$0.30	$0.00	$0.30	$0.00	$0.09	$0.09
2017Detailed filing. Detailed filing data is available for this year.	$0.39	$0.00	$0.39	$0.00	$0.09	$0.09
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.48	$0.00	$0.48	$0.00	$0.09	$0.09
2015Detailed filing. Detailed filing data is available for this year.	$0.57	$0.00	$0.57	$0.00	$0.09	$0.09
2014Detailed filing. Detailed filing data is available for this year.	$0.66	$0.00	$0.66	$0.00	$0.10	$0.10
2013Detailed filing. Detailed filing data is available for this year.	$0.76	$0.00	$0.76		$0.04
2012Detailed filing. Detailed filing data is available for this year.	$1.10	$0.00	$1.10		$0.09
2011Detailed filing. Detailed filing data is available for this year.	$1.19	$0.00	$1.19		$0.04