Civic Intelligence

The Gittis Katz Foundation

990PF • Fiscal year 2020 • EIN 25-6912421

Jan 01, 2020 to Dec 31, 2020 • Filed on Jun 29, 2021

Organization Profile
119 Cherry LaneWynnewood, PA 19096

(610) 656-7945

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

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

100th percentile

7509%

Higher net margin than 100% 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.

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

Asset Growth

15th percentile

-26%

Faster asset growth than 15% of similar nonprofits.

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

Revenue Growth

Score unavailable

No value available

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

Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$343,444

Down $119,212 (-26%) from 2019

Net Assets

Down

$343,444

Down $119,212 (-26%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$1,894

Down $18,201 (-112%) from 2019

Expenses

Down

$140,335

Down $5,240 (-3.6%) from 2019

Net Income

Down

-$142,229

Down $12,961 (-10%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

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

$800K$600K$400K$200K$0Assets 2015: $538,361Liabilities 2015: $0Net Assets 2015: $538,3612015Assets 2016: $586,231Liabilities 2016: $0Net Assets 2016: $586,2312016Assets 2017: $704,687Liabilities 2017: $0Net Assets 2017: $704,6872017Assets 2018: $536,690Liabilities 2018: $0Net Assets 2018: $536,6902018Assets 2019: $462,656Liabilities 2019: $0Net Assets 2019: $462,6562019Assets 2020: $343,444Liabilities 2020: $0Net Assets 2020: $343,4442020Assets 2021: $263,527Liabilities 2021: $0Net Assets 2021: $263,5272021Assets 2022: $173,469Liabilities 2022: $0Net Assets 2022: $173,4692022Assets 2024: $167,878Liabilities 2024: $0Net Assets 2024: $167,8782024

Highlighted filing

2020

Assets$343,444
Liabilities$0
Net Assets$343,444
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$200K$0-$200KRevenue 2015: $32,752Expenses 2015: $33,280Net Income 2015: -$5282015Revenue 2016: $38,543Expenses 2016: $95,525Net Income 2016: -$56,9822016Revenue 2017: $353,752Expenses 2017: $196,644Net Income 2017: $157,1082017Revenue 2018: $23,702Expenses 2018: $142,503Net Income 2018: -$118,8012018Revenue 2019: $16,307Expenses 2019: $145,575Net Income 2019: -$129,2682019Revenue 2020: -$1,894Expenses 2020: $140,335Net Income 2020: -$142,2292020Revenue 2021: $48,744Expenses 2021: $118,498Net Income 2021: -$69,7542021Revenue 2022: $7,968Expenses 2022: $53,886Net Income 2022: -$45,9182022Revenue 2024: $14,184Expenses 2024: $19,153Net Income 2024: -$4,9692024

Highlighted filing

2020

Revenue-$1,894
Expenses$140,335
Net Income-$142,229
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jun 29, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARJORIE KATZTrustee-$0--
DAVID KATZTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTHE SHIPLEY SCHOOLEDUCATIONPUBLIC CHARITYBRYN MAWR, PA, US$61,667
Paid GrantTRUSTEES OF UNIVERSITY OF PENNSYLVANIAEDUCATIONPUBLIC CHARITYPHILADELPHIA, PA, US$50,000
Paid GrantDUKE UNIVERSITYEDUCATIONPUBLIC CHARITYDURHAM, NC, US$20,000
Paid GrantMAIN LINE REFORM TEMPLERELIGIOUSPUBLIC CHARITYWYNNEWOOD, PA, US$4,875
Filing and Contact Details

Filer

Filer Name
The Gittis Katz Foundation
EIN
25-6912421
Phone
6106567945
Address
119 CHERRY LANE, WYNNEWOOD, PA 19096

Signing Officer

Name
David Katz
Title
Trustee
Phone
6106567945
Signed
2021-06-29
Discuss with paid preparer
Yes

Preparer

Firm
Braunstein & Company LLC
Address
1500 JFK BLVD STE 840, PHILADELPHIA, PA 19102
Preparer
Elliot Braunstein
Phone
2159727022
Raw XML Appendix330 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0BOX 90581
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1410 MONTGOMERY AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2814 YARROW STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt32929 WALNUT STREET SUITE 300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0DURHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1WYNNEWOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2BRYN MAWR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3PHILADELPHIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd027708
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd119096
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd219010
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd319104
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0136542
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt019798
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt019798
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0116013
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0106792
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0157262
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt060590
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0557401
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0116744
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0116013
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0106792
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0157262
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt060590
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0136542
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0116744
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0557401
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0440657
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FOREIGN TAXES PAID
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02012
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt191
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02012
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt191
OtherIncreasesSchedule/OtherIncreasesDetail/Amt022481
OtherIncreasesSchedule/OtherIncreasesDetail/Amt1536
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAINS/(LOSSES)
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1NON TAXABLE INVESTMENT INCOME RECORDED ON BOOKS
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID KATZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06106567945
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-06-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE GITTIS KATZ FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0GITT
ReturnHeader/Filer/EIN0256912421
ReturnHeader/Filer/PhoneNum06106567945
ReturnHeader/Filer/USAddress/AddressLine1Txt0119 CHERRY LANE
ReturnHeader/Filer/USAddress/CityNm0WYNNEWOOD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019096
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0300007439
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BRAUNSTEIN & COMPANY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01500 JFK BLVD STE 840
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHILADELPHIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019102
ReturnHeader/PreparerPersonGrp/PhoneNum02159727022
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELLIOT BRAUNSTEIN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-06-30T22:50:17-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DAVID
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KATZ
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$343,444
Liabilities
$0
Net assets
$343,444
Revenue
-$1,894
Expenses
$140,335
Net income
-$142,229
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.14$0.19$0.05
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.73$0.00$1.73$0.08$0.54$0.46
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.64$0.00$2.64$0.49$1.18$0.70
2020Detailed filing. Detailed filing data is available for this year.$3.43$0.00$3.43$0.02$1.40$1.42
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.63$0.00$4.63$0.16$1.46$1.29
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.37$0.00$5.37$0.24$1.43$1.19
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.05$0.00$7.05$3.54$1.97$1.57
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.86$0.00$5.86$0.39$0.96$0.57
2015Detailed filing. Detailed filing data is available for this year.$5.38$0.00$5.38$0.33$0.33$0.01