Avrum Katz Foundation

990PF • Fiscal year 2012 • EIN 34-1471066

Jan 01, 2012 to Dec 31, 2012 • Filed on Nov 13, 2013

Organization Profile

200 public squareSuite 350044114-2302

Siviq Scores

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

0.00x

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

2012 filings • $1M-$5M nonprofits • Source year 2012

No value available

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

Source year 2012

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Higher top officer pay than 68% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

-2.4%

Faster asset growth than 32% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Annualized from 2011 to 2012

No value available

No valid filing value is available for this score.

Balance Sheet

Liabilities / Assets27th percentile

Assets

Down

$3,166,430

Down $79,429 (-2.4%) from 2011

Net Assets

Down

$3,166,430

Down $79,429 (-2.4%) from 2011

Liabilities

Flat

Flat from 2011

Revenue And Expenses

Liabilities / RevenueScore unavailable Net MarginScore unavailable

Revenue

No earlier filing loaded for comparison.

Expenses

$327,827

Up $6,086 (+1.9%) from 2011

Net Income

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

Highlighted filing

2012

Assets$3,166,430

Liabilities$0

Net Assets$3,166,430

Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

Highlighted filing

2012

Revenue-

Expenses$327,827

Net Income-

Open 2012 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2012 to Dec 31, 2012
Signed: Nov 13, 2013
Return Version: 2012v2.1

Compensation and Service Providers

Top Officer Pay68th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
missia h vaselaney	President	-	$0	-	-
kerry chelm	Trustee	-	$0	-	-
michael r donaldson	Trustee	-	$0	-	-
mark r stornes	Trustee	-	$0	-	-

Grants and Assistance

Foundation Grants and Related Investments

Type	Recipient	Purpose	Status	Location	Amount
Paid Grant	PETS FOR THE ELDERLY FOUNDATION	PROGRAM SUPPORT	PUBLIC CHARITY	SAN TAN VALLEY, AZ, US	$105,000
Paid Grant	STARLIGHT FOUNDATION	PROGRAM SUPPORT	PUBLIC CHARITY	COCONUT CREEK, FL, US	$80,000

Filing and Contact Details

Filer

EIN: 34-1471066

Raw XML Appendix390 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/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	0	missia h vaselaney
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	1	kerry chelm
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	2	michael r donaldson
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	3	mark r stornes
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title	0	president
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title	1	TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title	2	trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title	3	trustee
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IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber	0	8668493598
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IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State	0	AZ
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode	0	85143
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws	0	false
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IRS990PF/StatementsRegardingActivities/StatesFiledWith	0	OH
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IRS990PF/StatementsRegardingActivities/WebsiteAddress	0	n/a
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IRS990PF/StatementsRegardingActy4720/JeopardyInvestments	0	false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose	0	false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson	0	false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical	0	false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract	0	false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn	0	false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract	0	false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson	0	false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson	0	false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments	0	false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs	0	false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears	0	false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied	0	false
IRS990PF/SummaryOfDirectCharitableActy/Description1	0	NONE
IRS990PF/SumOfProgramRelatedInvestments/Description1	0	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	0	105000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	1	80000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	0	PROGRAM SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	1	PROGRAM SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	0	PETS FOR THE ELDERLY FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	1	STARLIGHT FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	0	PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	1	PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	0	RELATED
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	1	UNRELATED
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	0	530 E HUNT HWY SUITE 103 PMB 47
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	1	PO BOX 970320
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	0	SAN TAN VALLEY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	1	COCONUT CREEK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	0	AZ
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	1	FL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	0	85143
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	1	33097
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected	0	X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear	0	185000
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipSchedule/DescriptionOfRelationship	0	COMMON DIRECTORS
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipSchedule/NameOfOrganization/BusinessNameLine1	0	PETS FOR THE ELDERLY
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipSchedule/TypeOfOrganization	0	501(C)(3)
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs	0	true
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO	0	false
IRS990PF/UndistributedIncome/AppliedToCurrentYear	0	109170
IRS990PF/UndistributedIncome/AppliedToYear1	0	0
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted	0	109170
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1	0	75075
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2	0	56384
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3	0	99729
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4	0	144298
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5	0	302380
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5	0	302380
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear	0	451316
IRS990PF/UndistributedIncome/ExcessFromCurrentYear	0	75830
IRS990PF/UndistributedIncome/ExcessFromYear1	0	75075
IRS990PF/UndistributedIncome/ExcessFromYear2	0	56384
IRS990PF/UndistributedIncome/ExcessFromYear3	0	99729
IRS990PF/UndistributedIncome/ExcessFromYear4	0	144298
IRS990PF/UndistributedIncome/PriorYear1	0	2010
IRS990PF/UndistributedIncome/PriorYear2	0	2009
IRS990PF/UndistributedIncome/PriorYear3	0	2008
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome	0	0
IRS990PF/UndistributedIncome/QualifyingDistributions	0	185000
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus	0	75830
IRS990PF/UndistributedIncome/TaxableAmount1	0	0
IRS990PF/UndistributedIncome/TaxableAmount2	0	0
IRS990PF/UndistributedIncome/TotalCorpus	0	753696
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover	0	677866
IRS990PF/UndistributedIncome/TotalForPriorYears	0	0
IRS990PF/UndistributedIncome/UndistributedIncomeCY	0	0
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear	0	0
LegalFeesSchedule/LegalFees/Amount	0	14780
LegalFeesSchedule/LegalFees/Category	0	LEGAL FEES
LegalFeesSchedule/LegalFees/NetInvestmentIncome	0	14780
OtherDecreasesSchedule/OtherDecreases/Amount	0	117
OtherDecreasesSchedule/OtherDecreases/Description	0	FEDERAL INCOME TAX EXPENSE
OtherExpensesSchedule/OtherExpenses/Description	0	BANK FEES
OtherExpensesSchedule/OtherExpenses/Description	1	INVESTMENT MANAGEMENT FEES
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome	0	191
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome	1	10364
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks	0	191
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks	1	10364
OtherIncomeSchedule2/OtherIncome/Description	0	covenant aggressive fund
OtherIncomeSchedule2/OtherIncome/Description	1	phoenix lake partners
OtherIncomeSchedule2/OtherIncome/Description	2	avrum katz 6th restatement of trust
OtherIncomeSchedule2/OtherIncome/Description	3	OTHER INCOME
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome	0	-7494
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome	1	-35065
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks	0	60723
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks	1	-48868
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks	2	143929
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks	3	32
OtherIncreasesSchedule/OtherIncreases/Amount	0	6501
OtherIncreasesSchedule/OtherIncreases/Amount	1	1329
OtherIncreasesSchedule/OtherIncreases/Description	0	FEDERAL INCOME TAX REFUND
OtherIncreasesSchedule/OtherIncreases/Description	1	PY BASIS ADJUSTMENT
TaxesSchedule/Taxes/Amount	0	7594
TaxesSchedule/Taxes/Amount	1	572
TaxesSchedule/Taxes/Amount	2	200
TaxesSchedule/Taxes/Category	0	PAYROLL TAXES
TaxesSchedule/Taxes/Category	1	FOREIGN TAXES
TaxesSchedule/Taxes/Category	2	OHIO CHARITABLE FILING
TaxesSchedule/Taxes/NetInvestmentIncome	0	7594
TaxesSchedule/Taxes/NetInvestmentIncome	1	572
TaxesSchedule/Taxes/NetInvestmentIncome	2	200
ReturnHeader/BuildTS	0	2016-02-24 21:20:13Z
ReturnHeader/Filer/EIN	0	341471066
ReturnHeader/Filer/InCareOfName	0	% SUSAN KUROWSKI
ReturnHeader/Filer/Name/BusinessNameLine1	0	AVRUM KATZ FOUNDATION
ReturnHeader/Filer/NameControl	0	AVRU
ReturnHeader/Filer/Phone	0	2167063956
ReturnHeader/Filer/USAddress/AddressLine1	0	200 public square
ReturnHeader/Filer/USAddress/AddressLine2	0	Suite 3500
ReturnHeader/Filer/USAddress/City	0	cleveland
ReturnHeader/Filer/USAddress/State	0	OH
ReturnHeader/Filer/USAddress/ZIPCode	0	441142302
ReturnHeader/Officer/AuthorizeThirdParty	0	true
ReturnHeader/Officer/DateSigned	0	2013-11-13
ReturnHeader/Officer/Name	0	Missia Vaselaney
ReturnHeader/Officer/Phone	0	2162412838
ReturnHeader/Officer/Title	0	President
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine1	0	Howard Wershbale & Co
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1	0	23240 Chagrin Blvd Suite 700
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City	0	Cleveland
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State	0	OH
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode	0	441225450
ReturnHeader/Preparer/Phone	0	2168311200
ReturnHeader/ReturnType	0	990PF
ReturnHeader/TaxPeriodBeginDate	0	2012-01-01
ReturnHeader/TaxPeriodEndDate	0	2012-12-31
ReturnHeader/TaxYear	0	2012
ReturnHeader/Timestamp	0	2013-11-14T09:59:16-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $3,166,430
Liabilities: $0
Net assets: $3,166,430
Revenue: -
Expenses: $327,827
Net income: -

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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