Civic Intelligence

Lois U Horvitz Foundation

990PF • Fiscal year 2016 • EIN 34-1594655

Jan 01, 2016 to Dec 31, 2016 • Filed on Mar 29, 2017

1001 Lakeside Avenue No 900Cleveland, OH 44114-1151

(216) 479-2200

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Net Margin

86th percentile

34%

Higher net margin than 86% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Asset Growth

95th percentile

96%

Faster asset growth than 95% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

98th percentile

546%

Faster revenue growth than 98% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Assets

Up

$386,835

Up $189,188 (+96%) from 2015

Net Assets

Up

$386,835

Up $189,188 (+96%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$548,489

Up $463,622 (+546%) from 2015

Expenses

Down

$359,299

Down $108,236 (-23%) from 2015

Net Income

Up

$189,190

Up $571,858 (+149%) from 2015

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2010: $328,896Liabilities 2010: $0Net Assets 2010: $328,8962010Assets 2011: $310,007Liabilities 2011: $0Net Assets 2011: $310,0072011Assets 2013: $290,524Liabilities 2013: $0Net Assets 2013: $290,5242013Assets 2014: $225,827Liabilities 2014: $0Net Assets 2014: $225,8272014Assets 2015: $197,647Liabilities 2015: $0Net Assets 2015: $197,6472015Assets 2016: $386,835Liabilities 2016: $0Net Assets 2016: $386,8352016Assets 2017: $145,030Liabilities 2017: $0Net Assets 2017: $145,0302017Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018

Highlighted filing

2016

Assets$386,835
Liabilities$0
Net Assets$386,835

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2010: $486,2572010Expenses 2011: $63,1642011Revenue 2013: $14,512Expenses 2013: $24,287Net Income 2013: -$9,7752013Revenue 2014: $14,533Expenses 2014: $281,045Net Income 2014: -$266,5122014Revenue 2015: $84,867Expenses 2015: $467,535Net Income 2015: -$382,6682015Revenue 2016: $548,489Expenses 2016: $359,299Net Income 2016: $189,1902016Revenue 2017: $500,740Expenses 2017: $742,546Net Income 2017: -$241,8062017Revenue 2018: $1,585Expenses 2018: $146,615Net Income 2018: -$145,0302018

Highlighted filing

2016

Revenue$548,489
Expenses$359,299
Net Income$189,190
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Mar 29, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Karen A BozzelliSecretary & Treasurer-$0--
Michael J HorvitzChairman-$0--
Pam H SchneiderVice Chairman-$0--
Peter A HorvitzVice Chairman-$0--
Filing and Contact Details

Filer

Filer Name
Lois U Horvitz Foundation
EIN
34-1594655
Phone
2164792200
Address
1001 Lakeside Avenue No 900, Cleveland, OH 44114-1151

Signing Officer

Name
Karen A Bozzelli
Title
Secretary and Treasurer
Phone
2164792200
Signed
2017-03-29
Discuss with paid preparer
Yes

Preparer

Firm
Parkland Management CompanyLLC
Address
1001 Lakeside Avenue Suite 900, Cleveland, OH 44114-1151
Preparer
Shannon D Perrotta
Phone
2164792200
Raw XML Appendix368 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Karen A Bozzelli
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Michael J Horvitz
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Pam H Schneider
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Peter A Horvitz
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Secretary & Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Chairman
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Vice Chairman
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Vice Chairman
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0c/o 1001 Lakeside Ave 900
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt01001 Lakeside Avenue Suite 900
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0Other Charitable Requests: Written requests considered separately.
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IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt1800000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt215000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt0To support the organization and its programs.
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt1To support the organization and its programs.
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt2To support the organization and its programs.
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt0Hathaway Brown
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt1Temple - Tifereth Israel
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt2The Salvation Army of Greater Cleveland
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt0PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt1None
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt2None
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt019600 North Park Boulevard
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt126000 Shaker Boulevard
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt22507 E 22nd Street
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm0Shaker Heights
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm1Beachwood
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm2Cleveland
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd1OH
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd2OH
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd044122
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd144122
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd244115
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0353450
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0To support the organization and its programs.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Tribute Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Jewish Federation of Cleveland
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Temple - Tifereth Israel
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt025701 Science Park Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt126000 Shaker Boulevard
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Cleveland
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Beachwood
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd044122
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd144122
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt0865000
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0353950
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/AppliedToCurrentYearAmt011287
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt011287
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0453290
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0225742
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt016691
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt016691
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01024291
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0345259
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0453290
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0225742
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0356546
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0345259
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01040982
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0695723
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0LUH Irrevocable Trust
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0c/o 1001 Lakeside Avenue Ste 900
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Cleveland
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0OH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd044114
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0500000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt063747
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Barlow Partners Offshore Limited
OtherDecreasesSchedule/OtherDecreasesDetail/Amt02
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Miscellaneous
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt12496
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt20
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Management Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1Parkland Management Service Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2Bank Fee
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt12496
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt20
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt20
TaxesSchedule/TaxesDetail/Amt0100
TaxesSchedule/TaxesDetail/Amt12753
TaxesSchedule/TaxesDetail/CategoryTxt0State Taxes Paid
TaxesSchedule/TaxesDetail/CategoryTxt1Federal Taxes Paid
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0100
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Karen A Bozzelli
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary and Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum02164792200
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-03-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Lois U Horvitz Foundation
ReturnHeader/Filer/BusinessNameControlTxt0LOIS
ReturnHeader/Filer/EIN0341594655
ReturnHeader/Filer/PhoneNum02164792200
ReturnHeader/Filer/USAddress/AddressLine1Txt01001 Lakeside Avenue No 900
ReturnHeader/Filer/USAddress/CityNm0Cleveland
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd0441141151
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0EDAA30765CA41CE517287DEAC567CAE5F7214078
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0EDAA30765CA41CE517287DEAC567CAE5F7214078
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.142.177.74
ReturnHeader/FilingSecurityInformation/IPDt02017-03-29
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm014:10:06
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341866587
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Parkland Management CompanyLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01001 Lakeside Avenue Suite 900
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Cleveland
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0441141151
ReturnHeader/PreparerPersonGrp/PhoneNum02164792200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Shannon D Perrotta
ReturnHeader/ReturnTs02017-03-29T13:23:14-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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