Civic Intelligence

Katz Family Foundation

EIN 36-4042221 • Dekalb, IL

555 Bethany RoadDekalb, IL 60115
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

61st percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

99th percentile

202%

Higher net margin than 99% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

<$500k nonprofits • Source year 2024

Asset Growth

26th percentile

-26%

Faster asset growth than 26% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2024

Revenue Growth

Score unavailable

No value available

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

Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$89,430

Down $40,818 (-31%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$89,430

Down $40,818 (-31%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin99th percentile

Revenue

Down

-$20,238

Down $9,348 (-86%) from 2023

Expenses

Down

$20,580

Down $228 (-1.1%) from 2023

Net Income

Down

-$40,818

Down $9,120 (-29%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth26th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2010: $406,774Liabilities 2010: $0Net Assets 2010: $406,7742010Assets 2011: $381,664Liabilities 2011: $0Net Assets 2011: $381,6642011Assets 2012: $357,137Liabilities 2012: $0Net Assets 2012: $357,1372012Assets 2013: $307,625Liabilities 2013: $0Net Assets 2013: $307,6252013Assets 2014: $296,512Liabilities 2014: $0Net Assets 2014: $296,5122014Assets 2015: $286,998Liabilities 2015: $0Net Assets 2015: $286,9982015Assets 2016: $262,029Liabilities 2016: $0Net Assets 2016: $262,0292016Assets 2017: $231,439Liabilities 2017: $0Net Assets 2017: $231,4392017Assets 2018: $227,757Liabilities 2018: $0Net Assets 2018: $227,7572018Assets 2019: $213,548Liabilities 2019: $0Net Assets 2019: $213,5482019Assets 2020: $216,948Liabilities 2020: $0Net Assets 2020: $216,9482020Assets 2021: $191,854Liabilities 2021: $0Net Assets 2021: $191,8542021Assets 2022: $161,946Liabilities 2022: $0Net Assets 2022: $161,9462022Assets 2023: $130,248Liabilities 2023: $0Net Assets 2023: $130,2482023Assets 2024: $89,430Liabilities 2024: $0Net Assets 2024: $89,4302024

Highlighted filing

2024

Assets$89,430
Liabilities$0
Net Assets$89,430
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$50K$0-$50KExpenses 2010: $26,0992010Expenses 2011: $25,8242011Expenses 2012: $24,9192012Revenue 2013: $440Expenses 2013: $49,952Net Income 2013: -$49,5122013Revenue 2014: $15,296Expenses 2014: $26,409Net Income 2014: -$11,1132014Revenue 2015: $16,326Expenses 2015: $25,840Net Income 2015: -$9,5142015Revenue 2016: $17,551Expenses 2016: $42,520Net Income 2016: -$24,9692016Revenue 2017: $5,137Expenses 2017: $35,726Net Income 2017: -$30,5892017Revenue 2018: $21,919Expenses 2018: $25,601Net Income 2018: -$3,6822018Revenue 2019: $12,587Expenses 2019: $26,796Net Income 2019: -$14,2092019Revenue 2020: $14,076Expenses 2020: $10,676Net Income 2020: $3,4002020Revenue 2021: $492Expenses 2021: $35,706Net Income 2021: -$35,2142021Revenue 2022: -$4,173Expenses 2022: $25,735Net Income 2022: -$29,9082022Revenue 2023: -$10,890Expenses 2023: $20,808Net Income 2023: -$31,6982023Revenue 2024: -$20,238Expenses 2024: $20,580Net Income 2024: -$40,8182024

Highlighted filing

2024

Revenue-$20,238
Expenses$20,580
Net Income-$40,818
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$89,430
Liabilities
$0
Net assets
$89,430
Revenue
-$20,238
Expenses
$20,580
Net income
-$40,818
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.20$0.21$0.41
2023Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.11$0.21$0.32
2022Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.04$0.26$0.30
2021Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$0.00$0.36$0.35
2020Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.14$0.11$0.03
2019Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$0.13$0.27$0.14
2018Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$0.22$0.26$0.04
2017Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$0.05$0.36$0.31
2016Detailed filing. Detailed filing data is available for this year.$2.62$0.00$2.62$0.18$0.43$0.25
2015Detailed filing. Detailed filing data is available for this year.$2.87$0.00$2.87$0.16$0.26$0.10
2014Detailed filing. Detailed filing data is available for this year.$2.97$0.00$2.97$0.15$0.26$0.11
2013Detailed filing. Detailed filing data is available for this year.$3.08$0.00$3.08$0.00$0.50$0.50
2012Detailed filing. Detailed filing data is available for this year.$3.57$0.00$3.57$0.25
2011Detailed filing. Detailed filing data is available for this year.$3.82$0.00$3.82$0.26
2010Detailed filing. Detailed filing data is available for this year.$4.07$0.00$4.07$0.26
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 27, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD KATZPresident-$0--
KATHLEEN KATZSecretary-$0--
ADAM KATZTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Katz Family Foundation
EIN
36-4042221
Phone
8157567406
Address
555 BETHANY ROAD, DEKALB, IL 60115

Signing Officer

Name
Richard Katz
Title
President
Phone
8157567406
Signed
2025-05-27
Discuss with paid preparer
Yes

Preparer

Firm
Hiatt & Moen Pc
Address
605 PLAZA DR STE 2, SYCAMORE, IL 60178
Preparer
Elaine M Moen
Phone
8158994051
Raw XML Appendix279 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/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/AppliedToCurrentYearAmt04381
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt04381
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt012355
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt017000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt026340
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt015561
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt015561
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt071314
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt015619
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt012355
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt017000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt026340
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt020000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt015619
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt086875
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt071256
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0-20251
OtherIncomeSchedule2/OtherIncomeDetail/Desc0KATZ CAP MGMT LLC
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-20251
TaxesSchedule/TaxesDetail/Amt030
TaxesSchedule/TaxesDetail/CategoryTxt0INCOME/CORPORATE/ANNUAL FEES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD KATZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08157567406
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KATZ FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0KATZ
ReturnHeader/Filer/EIN0364042221
ReturnHeader/Filer/PhoneNum08157567406
ReturnHeader/Filer/USAddress/AddressLine1Txt0555 BETHANY ROAD
ReturnHeader/Filer/USAddress/CityNm0DEKALB
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060115
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0364185489
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HIATT & MOEN PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0605 PLAZA DR STE 2
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SYCAMORE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060178
ReturnHeader/PreparerPersonGrp/PhoneNum08158994051
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELAINE M MOEN
ReturnHeader/ReturnTs02025-05-29T14:33:28-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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