Civic Intelligence

Gary Katz Foundation Inc

990PF • Fiscal year 2016 • EIN 39-6092881

Jan 01, 2016 to Dec 31, 2016 • Filed on Jan 24, 2017

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

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

1st percentile

-135110%

Higher net margin than 1% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

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.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

4th percentile

-85%

Faster revenue growth than 4% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $56,746 (-100%) from 2015

Net Assets

Down

$0

Down $56,746 (-100%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin1st percentile

Revenue

Down

$42

Down $244 (-85%) from 2015

Expenses

Up

$56,788

Up $51,208 (+918%) from 2015

Net Income

Down

-$56,746

Down $51,452 (-972%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth2nd 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

2016

Assets$0
Liabilities$0
Net Assets$0
Open 2016 Filing

Operations Trend

Revenue Growth4th 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

2016

Revenue$42
Expenses$56,788
Net Income-$56,746
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jan 24, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LEON KATZPresident-$0--
JIM OSTACHSecretary-$0--
JACQUELIN KATZTreasurer-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantJEWISH COMMUNITY CENTERCAMPER SPONSORSHIPSPUBLICWHITEFISH BAY, WI, US$30,000
Paid GrantCAMP MINIKANICAMPER SPONSORSHIPSPUBLICHUBERTUS, WI, US$8,000
Paid GrantCONGREGATION SHALOMRELIGIOUS FUNDPUBLICFOX POINT, WI, US$6,000
Paid GrantUNITED PERFORMING ARTS FUNDGENERALPUBLICMILWAUKEE, WI, US$3,000
Paid GrantBOYS & GIRLS CLUBGENERALPUBLICMILWAUKEE, WI, US$2,500
Paid GrantMOYER FOUNDATIONCAMP ERINPUBLICPHILADELPHIA, PA, US$1,500
Paid GrantMACC FUNDGENERALPUBLICMILWAUKEE, WI, US$1,000
Paid GrantMAKE A WISH FOUNDATIONGENERALPUBLICPHOENIX, AZ, US$1,000
Paid GrantNORTH SHORE LIBRARYBOOKS FOR CHILDRENPUBLICMILWAUKEE, WI, US$57
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
2017-01-24

Preparer

Firm
Lulloff & Taylor LLC
Address
3333 N MAYFAIR RD STE 203, WAUWATOSA, WI 53222
Preparer
Mark S Lulloff
Phone
4147770700
Raw XML Appendix306 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8MILWAUKEE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6WI
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd053217
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd153033
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd253217
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd319103
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd453226
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd553202
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd653212
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd785016
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd853217
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt053057
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt02358
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02358
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02396
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt02157
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01528
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01267
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0447
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0447
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt058047
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt050699
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02396
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt02157
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01528
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01267
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt053057
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt050699
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt058494
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt07795
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0INDIRECT LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02246
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt02246
LiquidationExplanationStmt/ExplanationTxt0ALL ASSETS HAVE BEEN DISTRIBUTED TO QUALIFIED CHARITIES AND THE FOUNDATION IS LIQUIDATED.
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt025
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ORGANIZATION EXPENDITURES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ANNUAL REPORT FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2ORGANIZATIONAL EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt125
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LEON KATZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04143526962
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-24
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0AF9E25F9F3492DB4AE0C5C11F7DFF2E6EC0FA84C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0AF9E25F9F3492DB4AE0C5C11F7DFF2E6EC0FA84C
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/PreparationDt02017-01-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK S LULLOFF
ReturnHeader/ReturnTs02017-02-03T14:00:00-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$42
Expenses
$56,788
Net income
-$56,746
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