Civic Intelligence

M Jr Katz Foundation

990PF • Fiscal year 2011 • EIN 34-1967524

Jan 01, 2011 to Dec 31, 2011 • Filed on Mar 25, 2012

Organization Profile
401 W Glengary Circle44143
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2011 filings • <$500k 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

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

2011 filings • <$500k nonprofits • Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

$321,052

No earlier filing loaded for comparison.

Net Assets

$321,052

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$32,470

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$400K$300K$200K$100K$0Assets 2011: $321,052Liabilities 2011: $0Net Assets 2011: $321,0522011Assets 2012: $344,721Liabilities 2012: $0Net Assets 2012: $344,7212012Assets 2013: $359,176Liabilities 2013: $0Net Assets 2013: $359,1762013Assets 2014: $347,777Liabilities 2014: $0Net Assets 2014: $347,7772014Assets 2015: $321,145Liabilities 2015: $0Net Assets 2015: $321,1452015Assets 2016: $323,054Liabilities 2016: $0Net Assets 2016: $323,0542016Assets 2017: $340,401Liabilities 2017: $0Net Assets 2017: $340,4012017Assets 2018: $305,918Liabilities 2018: $0Net Assets 2018: $305,9182018Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019

Highlighted filing

2011

Assets$321,052
Liabilities$0
Net Assets$321,052
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$200K$0-$200K-$400KExpenses 2011: $32,4702011Expenses 2012: $57,9582012Revenue 2013: $63,960Expenses 2013: $25,248Net Income 2013: $38,7122013Revenue 2014: $17,925Expenses 2014: $24,127Net Income 2014: -$6,2022014Revenue 2015: $13,811Expenses 2015: $20,547Net Income 2015: -$6,7362015Revenue 2016: -$25,775Expenses 2016: $20,200Net Income 2016: -$45,9752016Revenue 2017: $15,459Expenses 2017: $19,258Net Income 2017: -$3,7992017Revenue 2018: $26,719Expenses 2018: $22,657Net Income 2018: $4,0622018Revenue 2019: $605Expenses 2019: $304,360Net Income 2019: -$303,7552019

Highlighted filing

2011

Revenue-
Expenses$32,470
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Mar 25, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Martha KatzPresident-$0--
Maria E QuinnVice Pres-$0--
Jeffrey M KatzTreasurer-$0--
Rachel B KatzSecretary-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-Charity501C3Cleveland, OH, US$31,145
Filing and Contact Details

Filer

EIN
34-1967524
Raw XML Appendix321 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/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0336359
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable05126
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IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn016830
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0Martha Katz
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1Maria E Quinn
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2Jeffrey M Katz
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3Rachel B Katz
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0President
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1Vice Pres
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2Treasurer
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3Secretary
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10401 W GLENGARY CIRCLE
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1HIGHLAND HEIGHTS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2HIGHLAND HEIGHTS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City3HIGHLAND HEIGHTS
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IRS990PF/UndistributedIncome/TotalCorpus028528
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IRS990PF/UndistributedIncome/UndistributedIncomeCY00
OtherAssetsSchedule/OtherAssets/BOYBookValue0276113
OtherAssetsSchedule/OtherAssets/Description0MSSB Mutual Funds
OtherAssetsSchedule/OtherAssets/Description1Wells Fargo Mutual Funds
OtherAssetsSchedule/OtherAssets/EOYBookValue0296587
OtherAssetsSchedule/OtherAssets/EOYFMV0296587
OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome00
OtherExpensesSchedule/OtherExpenses/Description0Ohio Sec of State filing fee
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps025
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome00
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks025
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome00
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome10
OtherIncomeSchedule2/OtherIncome/Description0MSSB 1099-Div CG Distrib
OtherIncomeSchedule2/OtherIncome/Description1iShares K-1 CG Distrib
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome01904
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome1-731
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks01904
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks1-731
OtherIncreasesSchedule/OtherIncreases/Amount046020
OtherIncreasesSchedule/OtherIncreases/Description0Decrease in FMV of securities
TaxesSchedule/Taxes/AdjustedNetIncome00
TaxesSchedule/Taxes/Amount0100
TaxesSchedule/Taxes/Category02009 State of Ohio
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/NetInvestmentIncome0100
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0341967524
ReturnHeader/Filer/Name/BusinessNameLine10M JR KATZ FOUNDATION
ReturnHeader/Filer/NameControl0MJRK
ReturnHeader/Filer/USAddress/AddressLine10401 W GLENGARY CIRCLE
ReturnHeader/Filer/USAddress/City0HIGHLAND HEIGHTS
ReturnHeader/Filer/USAddress/State0OH
ReturnHeader/Filer/USAddress/ZIPCode044143
ReturnHeader/Officer/AuthorizeThirdParty0false
ReturnHeader/Officer/DateSigned02012-03-25
ReturnHeader/Officer/Name0Martha Katz
ReturnHeader/Officer/Phone04406844886
ReturnHeader/Officer/Title0President
ReturnHeader/Preparer/DatePrepared02012-03-26
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Kathy Smith CPA PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10PO Box 2930
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Valley Center
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode092082
ReturnHeader/Preparer/Name0Kathy Smith
ReturnHeader/Preparer/Phone07607515415
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-03-26T09:23:37-07:00

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$321,052
Liabilities
$0
Net assets
$321,052
Revenue
-
Expenses
$32,470
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.01$3.04$3.04
2018Detailed filing. Detailed filing data is available for this year.$3.06$0.00$3.06$0.27$0.23$0.04
2017Detailed filing. Detailed filing data is available for this year.$3.40$0.00$3.40$0.15$0.19$0.04
2016Detailed filing. Detailed filing data is available for this year.$3.23$0.00$3.23$0.26$0.20$0.46
2015Detailed filing. Detailed filing data is available for this year.$3.21$0.00$3.21$0.14$0.21$0.07
2014Detailed filing. Detailed filing data is available for this year.$3.48$0.00$3.48$0.18$0.24$0.06
2013Detailed filing. Detailed filing data is available for this year.$3.59$0.00$3.59$0.64$0.25$0.39
2012Detailed filing. Detailed filing data is available for this year.$3.45$0.00$3.45$0.58
2011Detailed filing. Detailed filing data is available for this year.$3.21$0.00$3.21$0.32