Civic Intelligence

Avrum Katz Foundation

990PF • Fiscal year 2011 • EIN 34-1471066

Jan 01, 2011 to Dec 31, 2011 • Filed on Nov 14, 2012

Organization Profile
200 public square44114-2302
Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2011 filings • $1M-$5M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

73rd percentile

$7,894

Higher top officer pay than 73% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Source year 2011

Asset Growth

59th percentile

2.2%

Faster asset growth than 59% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$3,245,859

Up $69,724 (+2.2%) from 2010

Net Assets

Up

$3,245,859

Up $69,724 (+2.2%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$321,741

Down $74,942 (-19%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$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

2011

Assets$3,245,859
Liabilities$0
Net Assets$3,245,859
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2011

Revenue-
Expenses$321,741
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Nov 14, 2012
Return Version
2011v1.3
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
michael r donaldsonTrustee-$7,894-$7,894
missia h vaselaneyPresident-$0--
bennett yanowitz - deceasedTrustee-$0--
kerry chelmTrustee-$0--
mark r stornesTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantPETS FOR THE ELDERLY FOUNDATIONPROGRAM SUPPORTPUBLIC CHARITYWICKLIFFE, OH, US$105,000
Paid GrantSTARLIGHT FOUNDATIONPROGRAM SUPPORTPUBLIC CHARITYCOCONUT CREEK, FL, US$80,000
Filing and Contact Details

Filer

EIN
34-1471066
Raw XML Appendix385 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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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0SANFORD BERNSTEIN INVESTMENTS
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0missia h vaselaney
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1bennett yanowitz - deceased
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2kerry chelm
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3michael r donaldson
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName4mark r stornes
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IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0false
IRS990PF/StatementsRegardingActivities/StatesFiledWith0OH
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0n/a
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SummaryOfDirectCharitableActy/Description10NONE
IRS990PF/SumOfProgramRelatedInvestments/Description10NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount0105000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount180000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0PROGRAM SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1PROGRAM SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10PETS FOR THE ELDERLY FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11STARLIGHT FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0RELATED
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1UNRELATED
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10PO BOX 226
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11PO BOX 970320
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0WICKLIFFE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1COCONUT CREEK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0OH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1FL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode044092
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode133097
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear0185000
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipSchedule/DescriptionOfRelationship0COMMON DIRECTORS
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipSchedule/NameOfOrganization/BusinessNameLine10PETS FOR THE ELDERLY
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipSchedule/TypeOfOrganization0501(C)(3)
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0true
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear0109925
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0109925
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1056384
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2099729
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear30144298
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear40302380
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear50452750
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear50452750
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0677866
IRS990PF/UndistributedIncome/ExcessFromCurrentYear075075
IRS990PF/UndistributedIncome/ExcessFromYear1056384
IRS990PF/UndistributedIncome/ExcessFromYear2099729
IRS990PF/UndistributedIncome/ExcessFromYear30144298
IRS990PF/UndistributedIncome/ExcessFromYear40302380
IRS990PF/UndistributedIncome/PriorYear102009
IRS990PF/UndistributedIncome/PriorYear202008
IRS990PF/UndistributedIncome/PriorYear302007
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions0185000
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus075075
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus01130616
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover01055541
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
LegalFeesSchedule/LegalFees/Amount08193
LegalFeesSchedule/LegalFees/Category0LEGAL FEES
LegalFeesSchedule/LegalFees/NetInvestmentIncome08193
OtherDecreasesSchedule/OtherDecreases/Amount02041
OtherDecreasesSchedule/OtherDecreases/Description0FEDERAL INCOME TAX EXPENSE
OtherExpensesSchedule/OtherExpenses/Description0OFFICE EXPENSE
OtherExpensesSchedule/OtherExpenses/Description1INVESTMENT MANAGEMENT FEES
OtherExpensesSchedule/OtherExpenses/Description2OTHER MISCELLANEOUS EXPENSE
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome01794
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome110231
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome283
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks01794
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks110231
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks283
OtherIncomeSchedule2/OtherIncome/Description0covenant aggressive fund
OtherIncomeSchedule2/OtherIncome/Description1phoenix lake partners
OtherIncomeSchedule2/OtherIncome/Description2avrum katz 6th restatement of trust
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome0-6152
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome148030
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks044317
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks148030
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks2202462
TaxesSchedule/Taxes/Amount030648
TaxesSchedule/Taxes/Amount1686
TaxesSchedule/Taxes/Amount2200
TaxesSchedule/Taxes/Category0PAYROLL TAXES
TaxesSchedule/Taxes/Category1FOREIGN TAXES
TaxesSchedule/Taxes/Category2OHIO CHARITABLE FILING
TaxesSchedule/Taxes/NetInvestmentIncome030648
TaxesSchedule/Taxes/NetInvestmentIncome1686
TaxesSchedule/Taxes/NetInvestmentIncome2200
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/Filer/EIN0341471066
ReturnHeader/Filer/InCareOfName0% SUSAN KUROWSKI
ReturnHeader/Filer/Name/BusinessNameLine10AVRUM KATZ FOUNDATION
ReturnHeader/Filer/NameControl0AVRU
ReturnHeader/Filer/Phone02167063956
ReturnHeader/Filer/USAddress/AddressLine10200 public square
ReturnHeader/Filer/USAddress/City0cleveland
ReturnHeader/Filer/USAddress/State0OH
ReturnHeader/Filer/USAddress/ZIPCode0441142302
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02012-11-14
ReturnHeader/Officer/Name0MISSIA VASELANEY
ReturnHeader/Officer/Title0PRESIDENT
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10HOWARD WERSHBALE & CO
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1023240 CHAGRIN BLVD
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0CLEVELAND
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0OH
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0441225450
ReturnHeader/Preparer/Phone02168311200
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-11-14T13:47:55-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,245,859
Liabilities
$0
Net assets
$3,245,859
Revenue
-
Expenses
$321,741
Net income
-
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
2011Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

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