Civic Intelligence

Harry Ratner Foundation

990PF • Fiscal year 2023 • EIN 34-6541541

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 30, 2024

Organization Profile
3401 Tuttle Rd 350Shaker Heights, OH 44122

(440) 345-3687

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

18th percentile

-32%

Higher net margin than 18% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

28th percentile

-13%

Faster asset growth than 28% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

57th percentile

9.9%

Faster revenue growth than 57% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$134,632

Down $19,379 (-13%) from 2022

Net Assets

Down

$134,632

Down $19,379 (-13%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin18th percentile

Revenue

Up

$27,660

Up $2,481 (+9.9%) from 2022

Expenses

Up

$36,500

Up $400 (+1.1%) from 2022

Net Income

Up

-$8,840

Up $2,081 (+19%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$400K$300K$200K$100K$0Assets 2011: $358,142Liabilities 2011: $63Net Assets 2011: $358,0792011Assets 2012: $326,534Liabilities 2012: $66Net Assets 2012: $326,4682012Assets 2013: $298,202Liabilities 2013: $128Net Assets 2013: $298,0742013Assets 2014: $276,217Liabilities 2014: $325Net Assets 2014: $275,8922014Assets 2015: $247,433Liabilities 2015: $0Net Assets 2015: $247,4332015Assets 2016: $247,226Liabilities 2016: $0Net Assets 2016: $247,2262016Assets 2017: $198,707Liabilities 2017: $0Net Assets 2017: $198,7072017Assets 2018: $221,187Liabilities 2018: $0Net Assets 2018: $221,1872018Assets 2019: $210,351Liabilities 2019: $0Net Assets 2019: $210,3512019Assets 2020: $194,480Liabilities 2020: $0Net Assets 2020: $194,4802020Assets 2021: $164,932Liabilities 2021: $0Net Assets 2021: $164,9322021Assets 2022: $154,011Liabilities 2022: $0Net Assets 2022: $154,0112022Assets 2023: $134,632Liabilities 2023: $0Net Assets 2023: $134,6322023Assets 2024: $126,202Liabilities 2024: $0Net Assets 2024: $126,2022024Assets 2025: $0Liabilities 2025: $0Net Assets 2025: $02025

Highlighted filing

2023

Assets$134,632
Liabilities$0
Net Assets$134,632
Open 2023 Filing

Operations Trend

Revenue Growth57th percentile

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

$1.0M$500K$0-$500K-$1.0MExpenses 2011: $38,2192011Expenses 2012: $38,2162012Expenses 2013: $41,2332013Revenue 2014: $16,246Expenses 2014: $38,428Net Income 2014: -$22,1822014Revenue 2015: $7,641Expenses 2015: $36,100Net Income 2015: -$28,4592015Revenue 2016: $36,071Expenses 2016: $36,278Net Income 2016: -$2072016Revenue 2017: $18,306Expenses 2017: $66,825Net Income 2017: -$48,5192017Revenue 2018: $22,763Expenses 2018: $283Net Income 2018: $22,4802018Revenue 2019: $25,719Expenses 2019: $36,555Net Income 2019: -$10,8362019Revenue 2020: $21,183Expenses 2020: $37,054Net Income 2020: -$15,8712020Revenue 2021: $7,052Expenses 2021: $36,600Net Income 2021: -$29,5482021Revenue 2022: $25,179Expenses 2022: $36,100Net Income 2022: -$10,9212022Revenue 2023: $27,660Expenses 2023: $36,500Net Income 2023: -$8,8402023Revenue 2024: $28,039Expenses 2024: $36,469Net Income 2024: -$8,4302024Revenue 2025: $3,563Expenses 2025: $560,177Net Income 2025: -$556,6142025

Highlighted filing

2023

Revenue$27,660
Expenses$36,500
Net Income-$8,840
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 30, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALBERT B RATNERTrustee, President-$0--
CHARLES A RATNERTrustee, Secretary-$0--
Filing and Contact Details

Filer

Filer Name
Harry Ratner Foundation
EIN
34-6541541
Phone
4403453687
Address
3401 TUTTLE RD 350, SHAKER HEIGHTS, OH 44122

Signing Officer

Name
Charles Ratner
Title
Trustee/secretary
Phone
4403453687
Signed
2024-04-30
Discuss with paid preparer
Yes

Preparer

Firm
Rms Investment Group LLC
Address
3401 TUTTLE ROAD SUITE 350, SHAKER HEIGHTS, OH 44122
Preparer
Daniel Papadelis
Phone
4403453687
Raw XML Appendix282 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/PersonNm0ALBERT B RATNER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CHARLES A RATNER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE, PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE, SECRETARY
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt016757
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt075025
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt014647
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt016646
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt011232
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt015984
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt016516
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt036500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt014647
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt091782
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt077135
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0STATE FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0100
TaxesSchedule/TaxesDetail/Amt0400
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0400
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARLES RATNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE/SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum04403453687
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HARRY RATNER FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HARR
ReturnHeader/Filer/EIN0346541541
ReturnHeader/Filer/PhoneNum04403453687
ReturnHeader/Filer/USAddress/AddressLine1Txt03401 TUTTLE RD 350
ReturnHeader/Filer/USAddress/CityNm0SHAKER HEIGHTS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044122
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0454643895
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RMS INVESTMENT GROUP LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03401 TUTTLE ROAD SUITE 350
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SHAKER HEIGHTS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044122
ReturnHeader/PreparerPersonGrp/PhoneNum04403453687
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL PAPADELIS
ReturnHeader/ReturnTs02024-05-09T13:36:34-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CHARLES
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0RATNER
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$134,632
Liabilities
$0
Net assets
$134,632
Revenue
$27,660
Expenses
$36,500
Net income
-$8,840
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.04$5.60$5.57
2024Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.28$0.36$0.08
2023Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.28$0.37$0.09
2022Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.25$0.36$0.11
2021Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.07$0.37$0.30
2020Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$0.21$0.37$0.16
2019Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$0.26$0.37$0.11
2018Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$0.23$0.00$0.22
2017Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.18$0.67$0.49
2016Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.47$0.36$0.36$0.00
2015Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.47$0.08$0.36$0.28
2014Detailed filing. Detailed filing data is available for this year.$2.76$0.00$2.76$0.16$0.38$0.22
2013Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.41
2012Detailed filing. Detailed filing data is available for this year.$3.27$0.00$3.26$0.38
2011Detailed filing. Detailed filing data is available for this year.$3.58$0.00$3.58$0.38