Civic Intelligence

M Jr Katz Foundation

990PF • Fiscal year 2012 • EIN 34-1967524

Jan 01, 2012 to Dec 31, 2012 • Filed on Sep 05, 2013

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.

2012 filings • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

65th percentile

7.4%

Faster asset growth than 65% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$344,721

Up $23,669 (+7.4%) from 2011

Net Assets

Up

$344,721

Up $23,669 (+7.4%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$57,958

Up $25,488 (+78%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

2012

Assets$344,721
Liabilities$0
Net Assets$344,721
Open 2012 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

2012

Revenue-
Expenses$57,958
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Sep 5, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay82nd 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$53,215
Filing and Contact Details

Filer

EIN
34-1967524
Raw XML Appendix323 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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GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice011464
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired0Purchase
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name0Morgan Stanley Smith Barney
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/PurchaserName/Individual0Martha Katz
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/SalesExpense00
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet0770
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue016426
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0MSSB Brokerage - corp stocks
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IRS990PF/BalanceSheets/TotalLiabilitiesBOY00
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
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IRS990PF/DistributableAmount/DistributableAmountBeforeAdj016572
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IRS990PF/ExemptPF0X
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IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn016635
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0332696
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0337762
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition10.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition20.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition30.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
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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
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11401 W GLENGARY CIRCLE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine12401 W GLENGARY CIRCLE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine13401 W GLENGARY CIRCLE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0HIGHLAND HEIGHTS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1HIGHLAND HEIGHTS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2HIGHLAND HEIGHTS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City3HIGHLAND HEIGHTS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0OH
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IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
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IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0See attached schedule
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0OH
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IRS990PF/UndistributedIncome/TotalExcessDistriCarryover028528
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
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OtherAssetsSchedule/OtherAssets/Description0MSSB Mutual Funds
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OtherAssetsSchedule/OtherAssets/EOYFMV0325610
OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome00
OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome10
OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome20
OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome30
OtherExpensesSchedule/OtherExpenses/Description0Ohio Sec of State filing fee
OtherExpensesSchedule/OtherExpenses/Description1MSSB Advisory fees
OtherExpensesSchedule/OtherExpenses/Description2Bank fees
OtherExpensesSchedule/OtherExpenses/Description3Parking
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps025
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps10
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps255
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps311
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome00
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome13342
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome20
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome30
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks025
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks13342
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks255
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks311
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome00
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome10
OtherIncomeSchedule2/OtherIncome/Description0MSSB 1099-Div CG Distrib
OtherIncomeSchedule2/OtherIncome/Description1iShares K-1 CG Distrib
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome01407
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome1-17
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks01407
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks1-17
OtherIncreasesSchedule/OtherIncreases/Amount071136
OtherIncreasesSchedule/OtherIncreases/Description0Increase 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/DateSigned02013-09-05
ReturnHeader/Officer/Name0Martha Katz
ReturnHeader/Officer/Phone04406844886
ReturnHeader/Officer/Title0President
ReturnHeader/Preparer/DatePrepared02013-09-06
ReturnHeader/PreparerFirm/EIN0020676189
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/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-09-06T09:49:35-07:00

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$344,721
Liabilities
$0
Net assets
$344,721
Revenue
-
Expenses
$57,958
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