Civic Intelligence

Gary Katz Foundation Inc

990PF • Fiscal year 2015 • EIN 39-6092881

Jan 01, 2015 to Dec 31, 2015 • Filed on Apr 27, 2016

Organization Profile
6780 N Melissa CTMilwaukee, WI 53209-3473

(414) 352-6962

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

2nd percentile

-1851%

Higher net margin than 2% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

29th percentile

-8.5%

Faster asset growth than 29% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

19th percentile

-27%

Faster revenue growth than 19% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$56,746

Down $5,294 (-8.5%) from 2014

Net Assets

Down

$56,746

Down $5,294 (-8.5%) from 2014

Liabilities

Down

$0

Down $1 (-100%) from 2014

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin2nd percentile

Revenue

Down

$286

Down $105 (-27%) from 2014

Expenses

Up

$5,580

Up $10 (+0.2%) from 2014

Net Income

Down

-$5,294

Down $115 (-2.2%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$100K$50K$0Assets 2010: $81,861Liabilities 2010: $0Net Assets 2010: $81,8612010Assets 2011: $77,490Liabilities 2011: $0Net Assets 2011: $77,4902011Assets 2012: $72,357Liabilities 2012: $0Net Assets 2012: $72,3572012Assets 2013: $67,219Liabilities 2013: $1Net Assets 2013: $67,2192013Assets 2014: $62,040Liabilities 2014: $1Net Assets 2014: $62,0402014Assets 2015: $56,746Liabilities 2015: $0Net Assets 2015: $56,7462015Assets 2016: $0Liabilities 2016: $0Net Assets 2016: $02016

Highlighted filing

2015

Assets$56,746
Liabilities$0
Net Assets$56,746
Open 2015 Filing

Operations Trend

Revenue Growth19th percentile

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

$100K$50K$0-$50K-$100KExpenses 2010: $3,5342010Expenses 2011: $4,7352011Expenses 2012: $5,3352012Revenue 2013: $197Expenses 2013: $5,335Net Income 2013: -$5,1382013Revenue 2014: $391Expenses 2014: $5,570Net Income 2014: -$5,1792014Revenue 2015: $286Expenses 2015: $5,580Net Income 2015: -$5,2942015Revenue 2016: $42Expenses 2016: $56,788Net Income 2016: -$56,7462016

Highlighted filing

2015

Revenue$286
Expenses$5,580
Net Income-$5,294
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Apr 27, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LEON KATZPresident-$0--
JIM OSTACHSecretary-$0--
JACQUELIN KATZTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Gary Katz Foundation Inc
EIN
39-6092881
Phone
4143526962
Address
6780 N MELISSA CT, MILWAUKEE, WI 53209-3473

Signing Officer

Name
Leon Katz
Title
President
Phone
4143526962
Signed
2016-04-27

Preparer

Firm
Lulloff & Taylor LLC
Address
3333 N MAYFAIR RD STE 203, WAUWATOSA, WI 53222
Preparer
Mark S Lulloff
Phone
4147770700
Raw XML Appendix257 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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ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LEON KATZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04143526962
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-04-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GARY KATZ FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0GARY
ReturnHeader/Filer/EIN0396092881
ReturnHeader/Filer/PhoneNum04143526962
ReturnHeader/Filer/USAddress/AddressLine1Txt06780 N MELISSA CT
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0532093473
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0392043144
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LULLOFF & TAYLOR LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03333 N MAYFAIR RD STE 203
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WAUWATOSA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053222
ReturnHeader/PreparerPersonGrp/PhoneNum04147770700
ReturnHeader/PreparerPersonGrp/PreparationDt02016-04-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK S LULLOFF
ReturnHeader/ReturnTs02016-05-20T10:43:40-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$56,746
Liabilities
$0
Net assets
$56,746
Revenue
$286
Expenses
$5,580
Net income
-$5,294
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.04$56.8$56.7
2015Detailed filing. Detailed filing data is available for this year.$56.7$0.00$56.7$0.29$5.58$5.29
2014Detailed filing. Detailed filing data is available for this year.$62.0$0.00$62.0$0.39$5.57$5.18
2013Detailed filing. Detailed filing data is available for this year.$67.2$0.00$67.2$0.20$5.34$5.14
2012Detailed filing. Detailed filing data is available for this year.$72.4$0.00$72.4$5.34
2011Detailed filing. Detailed filing data is available for this year.$77.5$0.00$77.5$4.74
2010Detailed filing. Detailed filing data is available for this year.$81.9$0.00$81.9$3.53