Civic Intelligence

Max & Betty Ratner Foundation

990PF • Fiscal year 2020 • EIN 23-7218806

Aug 01, 2019 to Jul 31, 2020 • Filed on Dec 04, 2020

Organization Profile
3401 Tuttle Rd No 350Shaker Heights, OH 44122

(440) 345-3686

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

96th percentile

93%

Higher net margin than 96% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

49th percentile

0.8%

Faster asset growth than 49% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

34th percentile

-31%

Faster revenue growth than 34% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$207,893

Up $1,556 (+0.8%) from 2019

Net Assets

Up

$207,893

Up $1,556 (+0.8%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin96th percentile

Revenue

Down

$1,680

Down $765 (-31%) from 2019

Expenses

Down

$124

Down $91,213 (-100%) from 2019

Net Income

Up

$1,556

Up $90,448 (+102%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,187,363Liabilities 2011: $0Net Assets 2011: $1,187,3632011Assets 2012: $1,096,367Liabilities 2012: $0Net Assets 2012: $1,096,3672012Assets 2013: $755,865Liabilities 2013: $0Net Assets 2013: $755,8652013Assets 2014: $657,891Liabilities 2014: $0Net Assets 2014: $657,8912014Assets 2015: $567,089Liabilities 2015: $0Net Assets 2015: $567,0892015Assets 2016: $476,191Liabilities 2016: $0Net Assets 2016: $476,1912016Assets 2017: $385,323Liabilities 2017: $0Net Assets 2017: $385,3232017Assets 2018: $295,229Liabilities 2018: $0Net Assets 2018: $295,2292018Assets 2019: $206,337Liabilities 2019: $0Net Assets 2019: $206,3372019Assets 2020: $207,893Liabilities 2020: $0Net Assets 2020: $207,8932020Assets 2021: $207,784Liabilities 2021: $0Net Assets 2021: $207,7842021Assets 2022: $208,609Liabilities 2022: $0Net Assets 2022: $208,6092022Assets 2023: $211,618Liabilities 2023: $0Net Assets 2023: $211,6182023Assets 2024: $213,358Liabilities 2024: $0Net Assets 2024: $213,3582024

Highlighted filing

2020

Assets$207,893
Liabilities$0
Net Assets$207,893
Open 2020 Filing

Operations Trend

Revenue Growth34th percentile

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

$100K$50K$0-$50K-$100KExpenses 2011: $38,8752011Expenses 2012: $91,2202012Expenses 2013: $36,3812013Revenue 2014: $699Expenses 2014: $98,673Net Income 2014: -$97,9742014Revenue 2015: $605Expenses 2015: $91,407Net Income 2015: -$90,8022015Revenue 2016: $508Expenses 2016: $91,406Net Income 2016: -$90,8982016Revenue 2017: $437Expenses 2017: $91,305Net Income 2017: -$90,8682017Revenue 2018: $1,210Expenses 2018: $91,304Net Income 2018: -$90,0942018Revenue 2019: $2,445Expenses 2019: $91,337Net Income 2019: -$88,8922019Revenue 2020: $1,680Expenses 2020: $124Net Income 2020: $1,5562020Revenue 2021: $25Expenses 2021: $134Net Income 2021: -$1092021Revenue 2022: $819Expenses 2022: $1Net Income 2022: $8182022Revenue 2023: $3,221Expenses 2023: $212Net Income 2023: $3,0092023Revenue 2024: $1,890Expenses 2024: $150Net Income 2024: $1,7402024

Highlighted filing

2020

Revenue$1,680
Expenses$124
Net Income$1,556
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2019 to Jul 31, 2020
Signed
Dec 4, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARLES A RATNERPresident / Trustee-$0--
JAMES RATNERTreasurer / Trustee-$0--
MARK RATNERTrustee-$0--
RONALD RATNERSecretary / Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Max & Betty Ratner Foundation
EIN
23-7218806
Phone
4403453686
Address
3401 TUTTLE RD NO 350, SHAKER HEIGHTS, OH 44122

Signing Officer

Name
Charles Ratner
Title
President
Phone
4403453686
Signed
2020-12-04
Discuss with paid preparer
Yes

Preparer

Firm
Rms Investment Group LLC
Address
3401 TUTTLE ROAD SUITE 350, SHAKER HEIGHTS, OH 44122
Phone
4403453686
Raw XML Appendix293 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/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt010185
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt010185
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt078788
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt074831
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt069989
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt066637
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt061789
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt010185
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt051604
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0290245
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt078788
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt074831
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt069989
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt066637
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0341849
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0352034
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
TaxesSchedule/TaxesDetail/Amt0100
TaxesSchedule/TaxesDetail/Amt124
TaxesSchedule/TaxesDetail/CategoryTxt0OHIO ANNUAL REPORT
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARLES RATNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04403453686
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-12-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MAX & BETTY RATNER FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MAX&
ReturnHeader/Filer/EIN0237218806
ReturnHeader/Filer/PhoneNum04403453686
ReturnHeader/Filer/USAddress/AddressLine1Txt03401 TUTTLE RD NO 350
ReturnHeader/Filer/USAddress/CityNm0SHAKER HEIGHTS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044122
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06C9B1A35775087DBDB8A6D25ECA509C7F6C27838
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0206.216.147.226
ReturnHeader/FilingSecurityInformation/IPDt02020-12-04
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm008:13:14
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0454643895
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RMS INVESTMENT GROUP LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03401 TUTTLE ROAD SUITE 350
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SHAKER HEIGHTS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044122
ReturnHeader/PreparerPersonGrp/PhoneNum04403453686
ReturnHeader/ReturnTs02020-12-07T10:56:29-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-08-01
ReturnHeader/TaxPeriodEndDt02020-07-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$207,893
Liabilities
$0
Net assets
$207,893
Revenue
$1,680
Expenses
$124
Net income
$1,556
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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
2020Detailed filing. Detailed filing data is available for this year.$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
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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