Civic Intelligence

M Jr Katz Foundation

990PF • Fiscal year 2017 • EIN 34-1967524

Jan 01, 2017 to Dec 31, 2017 • Filed on Jul 10, 2018

Organization Profile
401 W Glengary CircleHighland Heights, OH 44143

(440) 684-4886

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

16th percentile

-25%

Higher net margin than 16% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

58th percentile

5.4%

Faster asset growth than 58% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$340,401

Up $17,347 (+5.4%) from 2016

Net Assets

Up

$340,401

Up $17,347 (+5.4%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin16th percentile

Revenue

Up

$15,459

Up $41,234 (+160%) from 2016

Expenses

Down

$19,258

Down $942 (-4.7%) from 2016

Net Income

Up

-$3,799

Up $42,176 (+92%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth58th 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

2017

Assets$340,401
Liabilities$0
Net Assets$340,401
Open 2017 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

2017

Revenue$15,459
Expenses$19,258
Net Income-$3,799
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jul 10, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Martha KatzPresident-$0--
Maria QuinnVice Pres-$0--
Jeffrey KatzTreasurer-$0--
Rachel KatzSecretary-$0--
Filing and Contact Details

Filer

Filer Name
M JR Katz Foundation
EIN
34-1967524
Address
401 W Glengary Circle, Highland Heights, OH 44143

Signing Officer

Name
Martha Katz
Title
President
Phone
4406844886
Signed
2018-07-10
Discuss with paid preparer
Yes

Preparer

Firm
Kathy Smith CPA PC
Address
871 Stevens Ave 1312, Solana Beach, CA 92075
Preparer
Kathy Smith
Phone
8582291960
Raw XML Appendix320 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/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt013640
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Martha Katz
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Maria Quinn
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Jeffrey Katz
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Rachel Katz
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Vice Pres
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0401 W Glengary Circle
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt125550 Chagrin Blvd Ste 320
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt22154 N Oakley
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3844 N Sweetzer Unit 5
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Highland Heights
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Beachwood
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Chicago
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3West Hollywood
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IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0Martha Katz
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Highland Heights
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd044143
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OH
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum04406844886
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0none
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NA
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt014052
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0See attached schedule
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0See attached schedule
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Cleveland
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd044143
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt014052
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt015552
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt015577
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt025
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01119
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0566
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt02611
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt03832
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt037935
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt025
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt037910
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt08128
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01119
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0566
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02611
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt03832
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt015552
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt046038
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt046063
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0336213
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0MSSB Mutual Funds
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0329955
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0329955
OtherDecreasesSchedule/OtherDecreasesDetail/Amt013640
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Decrease in FMV of securities
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MSSB Advisory fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt03488
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03488
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/Desc0MSSB 1099-Div CG Distrib
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt02752
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt02752
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt0218
TaxesSchedule/TaxesDetail/CategoryTxt0State of Ohio
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0218
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Martha Katz
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum04406844886
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-07-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0M JR Katz Foundation
ReturnHeader/Filer/BusinessNameControlTxt0MJRK
ReturnHeader/Filer/EIN0341967524
ReturnHeader/Filer/USAddress/AddressLine1Txt0401 W Glengary Circle
ReturnHeader/Filer/USAddress/CityNm0Highland Heights
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044143
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0C97DCC715E5478FE4F1C05441C185AF9D21286E5
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C97DCC715E5478FE4F1C05441C185AF9D21286E5
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId03085772018192q4rc5cp
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-07-11
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0162.193.85.128
ReturnHeader/FilingSecurityInformation/IPDt02018-07-11
ReturnHeader/FilingSecurityInformation/IPTm013:21:29
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kathy Smith CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0871 Stevens Ave 1312
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Solana Beach
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092075
ReturnHeader/PreparerPersonGrp/PhoneNum08582291960
ReturnHeader/PreparerPersonGrp/PreparationDt02018-07-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kathy Smith
ReturnHeader/ReturnTs02018-07-11T13:20:04-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$340,401
Liabilities
$0
Net assets
$340,401
Revenue
$15,459
Expenses
$19,258
Net income
-$3,799
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