Civic Intelligence

Paul and Lois Katzman Foundation

EIN 38-3124580 • Scottsdale, AZ

18291 N Pima Rd Ste 100 388Scottsdale, AZ 85255
Siviq Scores

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

Liabilities / Assets

39th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

40th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Net Margin

97th percentile

92%

Higher net margin than 97% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

$500k-$1M nonprofits • Source year 2024

Asset Growth

67th percentile

8.8%

Faster asset growth than 67% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

2nd percentile

-86%

Faster revenue growth than 2% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$514,426

Up $41,506 (+8.8%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

Up

$514,426

Up $41,506 (+8.8%) from 2023

Operations
Liabilities / Revenue40th percentileNet Margin97th percentile

Revenue

Down

$45,705

Down $284,618 (-86%) from 2023

Expenses

Up

$3,546

Up $1,898 (+115%) from 2023

Net Income

Down

$42,159

Down $286,516 (-87%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth67th percentile

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

$600K$400K$200K$0Assets 2010: $10,602Liabilities 2010: $0Net Assets 2010: $10,6022010Assets 2011: $75,366Liabilities 2011: $0Net Assets 2011: $75,3662011Assets 2012: $51,150Liabilities 2012: $0Net Assets 2012: $51,1502012Assets 2013: $218,072Liabilities 2013: $1Net Assets 2013: $218,0722013Assets 2014: $191,027Liabilities 2014: $1Net Assets 2014: $191,0272014Assets 2015: $56,443Liabilities 2015: $1Net Assets 2015: $56,4432015Assets 2016: $48,920Liabilities 2016: $0Net Assets 2016: $48,9202016Assets 2017: $73,512Liabilities 2017: $0Net Assets 2017: $73,5122017Assets 2018: $37,547Liabilities 2018: $0Net Assets 2018: $37,5472018Assets 2019: $45,360Liabilities 2019: $1Net Assets 2019: $45,3602019Assets 2020: $44,443Liabilities 2020: $1Net Assets 2020: $44,4432020Assets 2021: $44,297Liabilities 2021: $1Net Assets 2021: $44,2972021Assets 2022: $44,151Liabilities 2022: $1Net Assets 2022: $44,1512022Assets 2023: $472,920Liabilities 2023: $1Net Assets 2023: $472,9202023Assets 2024: $514,426Liabilities 2024: $0Net Assets 2024: $514,4262024

Highlighted filing

2024

Assets$514,426
Liabilities$0
Net Assets$514,426
Open 2024 Filing

Operations Trend

Revenue Growth2nd percentile

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

$400K$200K$0-$200KExpenses 2010: $1,4372010Expenses 2011: $7332011Expenses 2012: $328,2262012Revenue 2013: $200,029Expenses 2013: $33,107Net Income 2013: $166,9222013Revenue 2014: $143Expenses 2014: $27,188Net Income 2014: -$27,0452014Revenue 2015: $54Expenses 2015: $134,638Net Income 2015: -$134,5842015Revenue 2016: $237,028Expenses 2016: $134,050Net Income 2016: $102,9782016Revenue 2017: $150,042Expenses 2017: $125,450Net Income 2017: $24,5922017Revenue 2018: $100,085Expenses 2018: $136,050Net Income 2018: -$35,9652018Revenue 2019: $146,251Expenses 2019: $138,438Net Income 2019: $7,8132019Revenue 2020: $8Expenses 2020: $925Net Income 2020: -$9172020Revenue 2021: $4Expenses 2021: $150Net Income 2021: -$1462021Revenue 2022: $4Expenses 2022: $150Net Income 2022: -$1462022Revenue 2023: $330,323Expenses 2023: $1,648Net Income 2023: $328,6752023Revenue 2024: $45,705Expenses 2024: $3,546Net Income 2024: $42,1592024

Highlighted filing

2024

Revenue$45,705
Expenses$3,546
Net Income$42,159
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$514,426
Liabilities
$0
Net assets
$514,426
Revenue
$45,705
Expenses
$3,546
Net income
$42,159
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.14$0.00$5.14$0.46$0.04$0.42
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.73$0.00$4.73$3.30$0.02$3.29
2022Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.00$0.00$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.00$0.00$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.00$0.01$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$1.46$1.38$0.08
2018Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.38$1.00$1.36$0.36
2017Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$1.50$1.25$0.25
2016Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$2.37$1.34$1.03
2015Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$0.00$1.35$1.35
2014Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$0.00$0.27$0.27
2013Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$2.00$0.33$1.67
2012Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$3.28
2011Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.01
2010Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 28, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVEN KATZMANTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Paul & Lois Katzman Foundation
EIN
38-3124580
Phone
7327780515
Address
18291 N PIMA RD STE 100 388, SCOTTSDALE, AZ 85255

Signing Officer

Name
Steven Katzman
Title
Trustee
Phone
7327780515
Signed
2025-10-28
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
545 NW 26TH ST STE 800, MIAMI, FL 33127-4333
Preparer
Steven M Diaz
Phone
3053757400
Raw XML Appendix262 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10
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IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt019535
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt019535
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0135246
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt019535
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0115711
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0115711
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0135246
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0653
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0CHANGE IN UNREALIZED GAIN/LOSS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt03368
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03368
TaxesSchedule/TaxesDetail/Amt0178
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0178
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVEN KATZMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07327780515
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE PAUL & LOIS KATZMAN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PAUL
ReturnHeader/Filer/EIN0383124580
ReturnHeader/Filer/PhoneNum07327780515
ReturnHeader/Filer/USAddress/AddressLine1Txt018291 N PIMA RD STE 100 388
ReturnHeader/Filer/USAddress/CityNm0SCOTTSDALE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085255
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0920460586
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PWC US TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0545 NW 26TH ST STE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MIAMI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0331274333
ReturnHeader/PreparerPersonGrp/PhoneNum03053757400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN M DIAZ
ReturnHeader/ReturnTs02025-11-17T09:44:14-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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