Civic Intelligence

The Dr Anny Katan Foundation

990 • Fiscal year 2016 • EIN 31-1206282

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 31, 2017

Organization ProfileN/A

Refreshing map…

19910 Malvern RoadShaker Heights, OH 44122

(216) 991-4472

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

14th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

80th percentile

20%

Higher net margin than 80% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

49th percentile

1.1%

Faster asset growth than 49% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

99th percentile

758%

Faster revenue growth than 99% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$3,488,598

Up $36,371 (+1.1%) from 2015

Net Assets

Up

$3,488,598

Up $36,371 (+1.1%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin80th percentile

Revenue

Up

$180,935

Up $159,854 (+758%) from 2015

Expenses

Down

$144,564

Down $152,671 (-51%) from 2015

Net Income

Up

$36,371

Up $312,525 (+113%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $3,145,359Liabilities 2010: $0Net Assets 2010: $3,145,3592010Assets 2011: $3,093,237Liabilities 2011: $0Net Assets 2011: $3,093,2372011Assets 2013: $3,552,258Liabilities 2013: $0Net Assets 2013: $3,552,2582013Assets 2014: $3,728,381Liabilities 2014: $0Net Assets 2014: $3,728,3812014Assets 2015: $3,452,227Liabilities 2015: $0Net Assets 2015: $3,452,2272015Assets 2016: $3,488,598Liabilities 2016: $0Net Assets 2016: $3,488,5982016Assets 2018: $3,287,874Liabilities 2018: $0Net Assets 2018: $3,287,8742018Assets 2019: $3,560,737Liabilities 2019: $0Net Assets 2019: $3,560,7372019Assets 2020: $3,878,303Liabilities 2020: $0Net Assets 2020: $3,878,3032020Assets 2021: $4,330,886Liabilities 2021: $0Net Assets 2021: $4,330,8862021Assets 2022: $3,466,663Liabilities 2022: $0Net Assets 2022: $3,466,6632022Assets 2024: $3,838,928Liabilities 2024: $0Net Assets 2024: $3,838,9282024

Highlighted filing

2016

Assets$3,488,598
Liabilities$0
Net Assets$3,488,598
Open 2016 Filing

Operations Trend

Revenue Growth99th percentile

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

$1.0M$500K$0-$500K-$1.0MExpenses 2010: $156,0272010Expenses 2011: $41,5182011Revenue 2013: $532,042Expenses 2013: $150,704Net Income 2013: $381,3382013Revenue 2014: $268,138Expenses 2014: $92,015Net Income 2014: $176,1232014Revenue 2015: $21,081Expenses 2015: $297,235Net Income 2015: -$276,1542015Revenue 2016: $180,935Expenses 2016: $144,564Net Income 2016: $36,3712016Revenue 2018: -$178,706Expenses 2018: $310,327Net Income 2018: -$489,0332018Revenue 2019: $647,389Expenses 2019: $374,526Net Income 2019: $272,8632019Revenue 2020: $514,126Expenses 2020: $196,560Net Income 2020: $317,5662020Revenue 2021: $570,287Expenses 2021: $117,704Net Income 2021: $452,5832021Revenue 2022: -$538,447Expenses 2022: $325,776Net Income 2022: -$864,2232022Revenue 2024: $369,006Expenses 2024: $112,512Net Income 2024: $256,4942024

Highlighted filing

2016

Revenue$180,935
Expenses$144,564
Net Income$36,371
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 31, 2017
Return Version
2016v3.0
Gross Receipts
$1,768,550
Mission and Program Overview

Mission

The operating purpose is to benefit organizations providing mental health services to children through charitable and educational purposes.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$3,452,227$3,488,598▲ $36,371
Investments in Publicly Traded Securities$2,611,765$2,264,492▼ $347,273
Cash and Non-Interest-Bearing Accounts$840,462$1,224,106▲ $383,644
Total Assets$3,452,227$3,488,598▲ $36,371
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,452,227$3,488,598▲ $36,371
Total Liabilities and Net Assets / Fund Balance$3,452,227$3,488,598▲ $36,371

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$3,452,227-▲ $180,935-$3,488,598
2015$3,728,381-▲ $21,081-$3,452,227
2014$3,552,258-▲ $268,138-$3,728,381
2013$3,170,920$5,497▲ $526,545-$3,552,258
2012$3,093,237-▲ $319,262-$3,170,920
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Anne BarnesTrustee
Elaine HaddenTrustee
Judy HolmesTrustee
Lydia FurmanTrustee
Susan Y MeiselTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$1,227,214
Other Revenue
$-1,046,279
Change in Net Assets
$36,371
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$135,000
Other Expenses$9,564
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$135,000--$135,000
Fees for Service Investment Mgmnt Fees-$9,564-$9,564
Total Functional Expenses$135,000$9,564$0$144,564
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Hanna Perkins CenterShaker Hts, OH3Operating Support$135,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“Return was reviewed by management prior to filing.”

Form 990, Page 6, Part VI, Line 19

“Documents are located in the office of the fiscal officer and are available upon request.”

Filing and Contact Details

Filer

Filer Name
The Dr Anny Katan Foundation
EIN
31-1206282
Phone
2169914472
Address
19910 MALVERN ROAD, SHAKER HEIGHTS, OH 44122

Signing Officer

Name
Susan Y Meisel
Title
Trustee
Phone
2169914472
Signed
2017-10-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Susan Y Meisel
Formed
1987
Legal Domicile
Oh
Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Firm
Zion Synek & Associates
Address
6000 FREEDOM SQUARE DR STE 220, INDEPENDENCE, OH 44131-2594
Preparer
Kenn M Synek CPA Cva
Phone
2164476006
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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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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03488598
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN Y MEISEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02169914472
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE DR ANNY KATAN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DRAN
ReturnHeader/Filer/EIN0311206282
ReturnHeader/Filer/PhoneNum02169914472
ReturnHeader/Filer/USAddress/AddressLine1Txt019910 MALVERN ROAD
ReturnHeader/Filer/USAddress/CityNm0SHAKER HEIGHTS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044122
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId03FDCBAEF4721277C1CFEC207FA4269E200E8994B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03FDCBAEF4721277C1CFEC207FA4269E200E8994B
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341661732
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ZION SYNEK & ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06000 FREEDOM SQUARE DR STE 220
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0INDEPENDENCE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0441312594
ReturnHeader/PreparerPersonGrp/PhoneNum02164476006
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KENN M SYNEK CPA CVA
ReturnHeader/ReturnTs02017-11-09T07:56:09-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,488,598
Liabilities
$0
Net assets
$3,488,598
Revenue
$180,935
Expenses
$144,564
Net income
$36,371
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.84$0.00$3.84$0.37$0.11$0.26
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.47$0.00$3.47$0.54$0.33$0.86
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.33$0.00$4.33$0.57$0.12$0.45
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.88$0.00$3.88$0.51$0.20$0.32
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.56$0.00$3.56$0.65$0.37$0.27
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.29$0.00$3.29$0.18$0.31$0.49
2016Detailed filing. Detailed filing data is available for this year.$3.49$0.00$3.49$0.18$0.14$0.04
2015Detailed filing. Detailed filing data is available for this year.$3.45$0.00$3.45$0.02$0.30$0.28
2014Detailed filing. Detailed filing data is available for this year.$3.73$0.00$3.73$0.27$0.09$0.18
2013Detailed filing. Detailed filing data is available for this year.$3.55$0.00$3.55$0.53$0.15$0.38
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.09$0.00$3.09$0.04
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.15$0.00$3.15$0.16