Civic Intelligence

Avrum Katz Foundation

EIN 34-1471066 • Cleveland, OH

200 Public Square Suite 3500Cleveland, OH 44114-2302
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

24th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

22nd percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Net Margin

81st percentile

38%

Higher net margin than 81% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

71st percentile

$16,500

Higher top officer pay than 71% of similar nonprofits.

Top officer pay equals 3.1% of source-year revenue.

$5M-$10M nonprofits • Source year 2024

Asset Growth

75th percentile

14%

Faster asset growth than 75% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2022 to 2024

Revenue Growth

20th percentile

-12%

Faster revenue growth than 20% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2022 to 2024

Assets

Up

$7,058,893

Up $1,833,464 (+35%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$7,058,893

Up $1,833,464 (+35%) from 2023

Revenue

Up

$535,816

Up $122,023 (+29%) from 2023

Expenses

Down

$334,487

Down $1,196 (-0.4%) from 2023

Net Income

Up

$201,329

Up $123,219 (+158%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $3,176,135Liabilities 2010: $0Net Assets 2010: $3,176,1352010Assets 2011: $3,245,859Liabilities 2011: $0Net Assets 2011: $3,245,8592011Assets 2012: $3,166,430Liabilities 2012: $0Net Assets 2012: $3,166,4302012Assets 2013: $3,315,096Liabilities 2013: $0Net Assets 2013: $3,315,0962013Assets 2014: $3,687,696Liabilities 2014: $0Net Assets 2014: $3,687,6962014Assets 2015: $3,961,285Liabilities 2015: $0Net Assets 2015: $3,961,2852015Assets 2016: $3,804,972Liabilities 2016: $0Net Assets 2016: $3,804,9722016Assets 2017: $3,787,958Liabilities 2017: $0Net Assets 2017: $3,787,9582017Assets 2018: $4,156,510Liabilities 2018: $0Net Assets 2018: $4,156,5102018Assets 2019: $4,328,421Liabilities 2019: $0Net Assets 2019: $4,328,4212019Assets 2020: $4,381,569Liabilities 2020: $0Net Assets 2020: $4,381,4982020Assets 2021: $5,109,764Liabilities 2021: $0Net Assets 2021: $5,109,7642021Assets 2022: $5,459,565Liabilities 2022: $12,500Net Assets 2022: $5,447,0652022Assets 2023: $5,225,429Liabilities 2023: $0Net Assets 2023: $5,225,4292023Assets 2024: $7,058,893Liabilities 2024: $0Net Assets 2024: $7,058,8932024

Highlighted filing

2024

Assets$7,058,893
Liabilities$0
Net Assets$7,058,893

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500KExpenses 2010: $396,6832010Expenses 2011: $321,7412011Expenses 2012: $327,8272012Revenue 2013: $341,422Expenses 2013: $286,195Net Income 2013: $55,2272013Revenue 2014: $850,003Expenses 2014: $382,834Net Income 2014: $467,1692014Revenue 2015: $538,938Expenses 2015: $269,215Net Income 2015: $269,7232015Revenue 2016: $291,766Expenses 2016: $424,964Net Income 2016: -$133,1982016Revenue 2017: $242,238Expenses 2017: $315,801Net Income 2017: -$73,5632017Revenue 2018: $632,968Expenses 2018: $337,297Net Income 2018: $295,6712018Revenue 2019: $531,898Expenses 2019: $426,607Net Income 2019: $105,2912019Revenue 2020: $395,472Expenses 2020: $342,675Net Income 2020: $52,7972020Revenue 2021: $1,056,193Expenses 2021: $327,764Net Income 2021: $728,4292021Revenue 2022: $693,446Expenses 2022: $362,215Net Income 2022: $331,2312022Revenue 2023: $413,793Expenses 2023: $335,683Net Income 2023: $78,1102023Revenue 2024: $535,816Expenses 2024: $334,487Net Income 2024: $201,3292024

Highlighted filing

2024

Revenue$535,816
Expenses$334,487
Net Income$201,329

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.06$0.00$7.06$0.54$0.33$0.20
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.23$0.00$5.23$0.41$0.34$0.08
2022Detailed filing. Detailed filing data is available for this year.$5.46$0.01$5.45$0.69$0.36$0.33
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.11$0.00$5.11$1.06$0.33$0.73
2020Detailed filing. Detailed filing data is available for this year.$4.38$0.00$4.38$0.40$0.34$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.33$0.00$4.33$0.53$0.43$0.11
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.16$0.00$4.16$0.63$0.34$0.30
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.79$0.00$3.79$0.24$0.32$0.07
2016Detailed filing. Detailed filing data is available for this year.$3.80$0.00$3.80$0.29$0.42$0.13
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.96$0.00$3.96$0.54$0.27$0.27
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.69$0.00$3.69$0.85$0.38$0.47
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.32$0.00$3.32$0.34$0.29$0.06
2012Detailed filing. Detailed filing data is available for this year.$3.17$0.00$3.17$0.33
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.25$0.00$3.25$0.32
2010Detailed filing. Detailed filing data is available for this year.$3.18$0.00$3.18$0.40
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 12, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KERRY CHELMTrustee-$16,500-$16,500
MICHAEL R DONALDSONTrustee-$16,500-$16,500
MARK R STORNESTrustee-$16,500-$16,500
MISSIA H VASELANEYPresident-$0--
Filing and Contact Details

Filer

Filer Name
Avrum Katz Foundation
EIN
34-1471066
Phone
2167063956
Address
200 PUBLIC SQUARE SUITE 3500, CLEVELAND, OH 44114-2302

Signing Officer

Name
Missia Vaselaney
Title
President
Phone
2167063956
Signed
2025-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Citrin Cooperman Advisors LLC
Address
28601 CHAGRIN BLVD SUITE 210, WOODMERE, OH 44122
Preparer
Mary Eileen Vitale
Phone
2168311200
Raw XML AppendixShowing 400 of 429 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.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt05405
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0RETURN PREPARATION AND TAX COMPLIANCE
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt02703
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt02702
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt01819032
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt12367905
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt21362794
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3108403
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4453573
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5561353
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt01610589
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13497499
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt21462833
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3107928
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4423684
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5468730
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0FIXED INCOME
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1U.S. EQUITY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2INTERNATIONAL EQUITY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3EMERGING MARKETS FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4REAL ASSET STRATEGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5DYNAMIC ASSET ALLOCATION OVERLAY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt093100
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0PRIVATE CREDIT INVESTORS CORPORATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt094100
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt3206
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd001
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd101
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd218
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd314
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IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0535816
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt02702
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt033165
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt016335
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt049500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0311232
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0311232
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0201329
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01280601
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0201262
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0445334
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt04414
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt0490
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt04904
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt077142
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt077142
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt041383
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt023322
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt023322
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt071965
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt047620
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0119585
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt08293
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt08293
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt016078
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt020878
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0239205
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt090482
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IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
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IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0110392
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0237488
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0362453
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt07249050
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt016078

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