Civic Intelligence

Leo Katz Foundation Inc.

990EZ • Fiscal year 2017 • EIN 46-4293350

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 15, 2018

Organization ProfileWWW.loekatz.com
PO Box 292Old Lyme, CT 06371

(860) 304-0995

Siviq Scores

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

Liabilities / Assets

94th percentile

0.94x

Higher debt load relative to assets than 94% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

83rd percentile

0.11x

Higher debt load relative to revenue than 83% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

58th percentile

7.2%

Higher net margin than 58% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

94th percentile

170%

Faster asset growth than 94% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

Score unavailable

No value available

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

Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets94th percentile

Assets

Up

$532

Up $335 (+170%) from 2016

Net Assets

Up

$32

Up $335 (+111%) from 2016

Liabilities

Flat

$500

Flat from 2016

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin58th percentile

Revenue

Up

$4,685

Up $4,685 from 2016

Expenses

Up

$4,350

Up $4,044 (+1322%) from 2016

Net Income

Up

$335

Up $641 (+209%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth94th percentile

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

$2.0K$1.0K$0-$1.0K-$2.0KAssets 2015: $3Net Assets 2015: $32015Assets 2016: $197Liabilities 2016: $500Net Assets 2016: -$3032016Assets 2017: $532Liabilities 2017: $500Net Assets 2017: $322017Assets 2022: $1,046Liabilities 2022: $1,684Net Assets 2022: -$6382022Assets 2023: $492Liabilities 2023: $1,644Net Assets 2023: -$1,1522023Assets 2024: $11Liabilities 2024: $1,179Net Assets 2024: -$1,1682024

Highlighted filing

2017

Assets$532
Liabilities$500
Net Assets$32
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$15K$10K$5.0K$0-$5.0KRevenue 2015: $1,000Expenses 2015: $997Net Income 2015: $32015Revenue 2016: $0Expenses 2016: $306Net Income 2016: -$3062016Revenue 2017: $4,685Expenses 2017: $4,350Net Income 2017: $3352017Revenue 2022: $13,845Expenses 2022: $14,495Net Income 2022: -$6502022Revenue 2023: $7,198Expenses 2023: $7,548Net Income 2023: -$3502023Revenue 2024: $6,307Expenses 2024: $6,323Net Income 2024: -$162024

Highlighted filing

2017

Revenue$4,685
Expenses$4,350
Net Income$335
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 15, 2018
Return Version
2017v2.2
Gross Receipts
$4,685
Mission and Program Overview

Mission

To preserve and promote awareness of the artwork produced by artist leo katz

Program Services

DescriptionGrantsExpenses
TO PROMOTE ART EDUCATION TO THE PUBLIC$4,350-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELIZABETH LISA WADGEPresident-$0--
WENDY KATZSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Leo Katz Foundation Inc
EIN
46-4293350
Phone
8603040995
Address
PO BOX 292, OLD LYME, CT 06371

Signing Officer

Name
Elizabeth Lisa Wadge
Title
President
Signed
2018-11-15
Discuss with paid preparer
Yes

Preparer

Firm
John J Beatty CPA LLC
Address
33 Main Street Suite M, Old Saybrook, CT 06475
Preparer
John J Beatty
Phone
8605100133
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $197”

Other Expenses.1002

“Office Expenses $660”

Other Expenses.1005

“Travel $838”

Other Expenses.1007

“Conferences, Conventions, and Meetings $515”

Other Expenses.1

“ARTWORK PURCHASE $1000”

Other Expenses.2

“LICENSES $250”

Other Expenses.4

“BANK CHARGES $90”

Total Liabilities.1006

“Payable to Officers, Directors, Etc. - Beginning $500 Payable to Officers, Directors, Etc. - Ending $500”

Raw XML Appendix139 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PersonNm0ELIZABETH LISA WADGE
IRS990EZ/BooksInCareOfDetail/PhoneNum08603040995
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0101 TOWN WOODS RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LYME
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd006371
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0197
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0532
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt04685
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0335
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0700
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
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IRS990EZ/Form720FiledInd0false
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IRS990EZ/FundraisingGrossIncomeAmt00
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IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0-303
IRS990EZ/NetAssetsOrFundBalancesEOYAmt032
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0-303
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt032
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ELIZABETH LISA WADGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1WENDY KATZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt03550
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PRESERVE AND PROMOTE AWARENESS OF THE ARTWORK PRODUCED BY ARTIST LEO KATZ
IRS990EZ/PrintingPublicationsPostageAmt0100
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROMOTE ART EDUCATION TO THE PUBLIC
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt04350
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0500
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0500
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt04350
IRS990EZ/TotalProgramServiceExpensesAmt04350
IRS990EZ/TotalRevenueAmt04685
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.loekatz.com
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04685
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt04685
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt04685
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt04685
IRS990ScheduleA/Total509Grp/TotalAmt04685
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt04685
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt04685
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $197
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $660
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Travel $838
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Conferences, Conventions, and Meetings $515
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ARTWORK PURCHASE $1000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5LICENSES $250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BANK CHARGES $90
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Payable to Officers, Directors, Etc. - Beginning $500 Payable to Officers, Directors, Etc. - Ending $500
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Total Liabilities.1006
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ELIZABETH LISA WADGE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEO KATZ FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0LEOK
ReturnHeader/Filer/EIN0464293350
ReturnHeader/Filer/PhoneNum08603040995
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 292
ReturnHeader/Filer/USAddress/CityNm0OLD LYME
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006371
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0061312149
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0John J Beatty CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt033 Main Street Suite M
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Old Saybrook
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006475
ReturnHeader/PreparerPersonGrp/PhoneNum08605100133
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN J BEATTY
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-11-15T08:35:16-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$532
Liabilities
$500
Net assets
$32
Revenue
$4,685
Expenses
$4,350
Net income
$335
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.01$1.18$1.17$6.31$6.32$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.49$1.64$1.15$7.20$7.55$0.35
2022Detailed filing. Detailed filing data is available for this year.$1.05$1.68$0.64$13.8$14.5$0.65
2017Detailed filing. Detailed filing data is available for this year.$0.53$0.50$0.03$4.69$4.35$0.34
2016Detailed filing. Detailed filing data is available for this year.$0.20$0.50$0.30$0.00$0.31$0.31
2015Detailed filing. Detailed filing data is available for this year.$0.00$0.00$1.00$1.00$0.00