The Joseph and Ann Katz Foundation

990PF • Fiscal year 2013 • EIN 38-2414613

Apr 01, 2012 to Mar 31, 2013 • Filed on Aug 28, 2013

Organization Profile

C/O 141 Harrow Lane48638-6093

Siviq Scores

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

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

0.00x

Higher debt load relative to revenue than 60% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

-290%

Higher net margin than 4% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Higher top officer pay than 75% of similar nonprofits.

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

2013 filings • <$500k nonprofits • Source year 2013

-19%

Faster asset growth than 19% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

No value available

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

Source year 2013

Balance Sheet

Liabilities / Assets58th percentile

Assets

Down

$252,087

Down $58,278 (-19%) from 2012

Net Assets

Down

$252,087

Down $58,278 (-19%) from 2012

Liabilities

Up $1 from 2012

Revenue And Expenses

Liabilities / Revenue60th percentile Net Margin4th percentile

Revenue

$14,052

No earlier filing loaded for comparison.

Expenses

Down

$54,800

Down $3,121 (-5.4%) from 2012

Net Income

-$40,748

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

Highlighted filing

2013

Assets$252,087

Liabilities$1

Net Assets$252,087

Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

Highlighted filing

2013

Revenue$14,052

Expenses$54,800

Net Income-$40,748

Open 2013 Filing

Jump To

Filing Snapshot

Filing Period: Apr 1, 2012 to Mar 31, 2013
Signed: Aug 28, 2013
Return Version: 2012v2.0

Compensation and Service Providers

Top Officer Pay75th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
ANN KATZ LEDERMAN	President/Treasurer	PT	$0	-	-
SARA R BORIN	Vice Pres/Secretary	-	$0	-	-
FRANK M POLASKY	Assistant Secretary	-	$0	-	-

Grants and Assistance

Foundation Grants and Related Investments

Type	Recipient	Purpose	Status	Location	Amount
Paid Grant	CONGREGATION ANSHEI ISRAEL	CharitableContribution	501(C)(3)	TUCSON, AZ, US	$46,800
Paid Grant	UNIVOF ARIZONA FOUNDATION	ContributionCharitable	501(C)(3)	UCSON, AZ, US	$4,500
Paid Grant	JEWISH FEDERATION	CharitableContribution	501(c)(3)	TUCSON, AZ, US	$1,040
Paid Grant	COMMUNITY FOOD BANK	ContributionCharitable	501(c)(3)	TUCSON, AZ, US	$1,000

Filing and Contact Details

Filer

EIN: 38-2414613

Raw XML Appendix311 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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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	2	General Elect Bond
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	4	Caterpillar Inc. Notes
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IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases	0	593
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IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome	0	126
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IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances	0	0
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE	0	NONE
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	0	ANN KATZ LEDERMAN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	1	SARA R BORIN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	2	FRANK M POLASKY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title	0	President/Treasurer
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title	1	Vice Pres/Secretary
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title	2	Assistant Secretary
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	3	85713
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected	0	X
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IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1	0	56495
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2	0	25990
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3	0	16779
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4	0	5460
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5	0	1132
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5	0	1132
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear	0	157524
IRS990PF/UndistributedIncome/ExcessFromCurrentYear	0	52800
IRS990PF/UndistributedIncome/ExcessFromYear1	0	56495
IRS990PF/UndistributedIncome/ExcessFromYear2	0	25990
IRS990PF/UndistributedIncome/ExcessFromYear3	0	16779
IRS990PF/UndistributedIncome/ExcessFromYear4	0	5460
IRS990PF/UndistributedIncome/QualifyingDistributions	0	52800
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus	0	52800
IRS990PF/UndistributedIncome/TaxableAmount2	0	14808
IRS990PF/UndistributedIncome/TotalCorpus	0	158656
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover	0	105856
IRS990PF/UndistributedIncome/UndistributedIncomeCY	0	0
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear	0	14808
OtherDecreasesSchedule/OtherDecreases/Amount	0	5932
OtherDecreasesSchedule/OtherDecreases/Amount	1	12191
OtherDecreasesSchedule/OtherDecreases/Description	0	Loss on Value and rounding
OtherDecreasesSchedule/OtherDecreases/Description	1	Loss on Sale of Stock
OtherExpensesSchedule/OtherExpenses/Description	0	MI Annual Report
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome	0	20
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks	0	20
OtherIncreasesSchedule/OtherIncreases/Amount	0	593
OtherIncreasesSchedule/OtherIncreases/Description	0	Accrued Interest
ReturnHeader/BuildTS	0	2016-02-24 21:20:13Z
ReturnHeader/Filer/EIN	0	382414613
ReturnHeader/Filer/Name/BusinessNameLine1	0	THE JOSEPH AND ANN KATZ FOUNDATION
ReturnHeader/Filer/NameControl	0	JOSE
ReturnHeader/Filer/Phone	0	9897910000
ReturnHeader/Filer/USAddress/AddressLine1	0	C/O 141 HARROW LANE
ReturnHeader/Filer/USAddress/City	0	SAGINAW
ReturnHeader/Filer/USAddress/State	0	MI
ReturnHeader/Filer/USAddress/ZIPCode	0	486386093
ReturnHeader/Officer/AuthorizeThirdParty	0	true
ReturnHeader/Officer/DateSigned	0	2013-08-28
ReturnHeader/Officer/Name	0	SARA BORIN
ReturnHeader/Officer/Phone	0	9897910000
ReturnHeader/Officer/Title	0	SECRETARY
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine1	0	FRANK M POLASKY PLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1	0	141 HARROW LN STE 1
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City	0	SAGINAW
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State	0	MI
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode	0	486386093
ReturnHeader/Preparer/Name	0	FRANK M POLASKY
ReturnHeader/Preparer/Phone	0	9897910000
ReturnHeader/Preparer/SelfEmployed	0	X
ReturnHeader/ReturnType	0	990PF
ReturnHeader/TaxPeriodBeginDate	0	2012-04-01
ReturnHeader/TaxPeriodEndDate	0	2013-03-31
ReturnHeader/TaxYear	0	2012
ReturnHeader/Timestamp	0	2013-08-28T07:34:36-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $252,087
Liabilities: $1
Net assets: $252,087
Revenue: $14,052
Expenses: $54,800
Net income: -$40,748

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2014Summary only. Only limited summary data is available for this year.	$0.00	$0.00		$0.02	$2.50	$2.52
2013Detailed filing. Detailed filing data is available for this year.	$2.52	$0.00	$2.52	$0.14	$0.55	$0.41
2012Detailed filing. Detailed filing data is available for this year.	$3.10	$0.00	$3.10		$0.58
2011Detailed filing. Detailed filing data is available for this year.	$3.59	$0.00	$3.59		$0.27