Civic Intelligence

Sidney T & Bertha Katzson Charitable Foundation

990PF • Fiscal year 2020 • EIN 47-2127271

Jan 01, 2020 to Dec 31, 2020 • Filed on Mar 17, 2021

Organization Profile
31 Cherry Lane DriveEnglewood, CO 80113

(303) 388-3782

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

Higher debt load relative to assets than 30% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

30th percentile

0.00x

Higher debt load relative to revenue than 30% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

15th percentile

-39%

Higher net margin than 15% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

53rd percentile

$24,000

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 36.3% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

26th percentile

-2.5%

Faster asset growth than 26% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

25th percentile

-22%

Faster revenue growth than 25% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$1,015,203

Down $26,027 (-2.5%) from 2019

Net Assets

Down

$1,015,203

Down $26,027 (-2.5%) from 2019

Liabilities

Flat

$1

Flat from 2019

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin15th percentile

Revenue

Down

$66,051

Down $18,691 (-22%) from 2019

Expenses

Up

$92,094

Up $7,071 (+8.3%) from 2019

Net Income

Down

-$26,043

Down $25,762 (-9168%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

$1.5M$1.0M$500K$0Assets 2015: $1,095,188Liabilities 2015: $02015Assets 2017: $1,045,797Liabilities 2017: $0Net Assets 2017: $1,045,7972017Assets 2018: $1,041,511Liabilities 2018: $0Net Assets 2018: $1,041,5112018Assets 2019: $1,041,230Liabilities 2019: $1Net Assets 2019: $1,041,2302019Assets 2020: $1,015,203Liabilities 2020: $1Net Assets 2020: $1,015,2032020Assets 2021: $1,162,081Liabilities 2021: $1Net Assets 2021: $1,162,0812021Assets 2022: $1,085,322Liabilities 2022: $1Net Assets 2022: $1,085,3222022Assets 2023: $1,062,274Liabilities 2023: $1Net Assets 2023: $1,062,2742023Assets 2024: $1,067,398Liabilities 2024: $0Net Assets 2024: $1,067,3982024

Highlighted filing

2020

Assets$1,015,203
Liabilities$1
Net Assets$1,015,203
Open 2020 Filing

Operations Trend

Revenue Growth25th percentile

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

$300K$200K$100K$0-$100KRevenue 2015: $75,070Expenses 2015: $3,500Net Income 2015: $71,5702015Revenue 2017: $71,457Expenses 2017: $77,515Net Income 2017: -$6,0582017Revenue 2018: $85,827Expenses 2018: $90,113Net Income 2018: -$4,2862018Revenue 2019: $84,742Expenses 2019: $85,023Net Income 2019: -$2812019Revenue 2020: $66,051Expenses 2020: $92,094Net Income 2020: -$26,0432020Revenue 2021: $238,727Expenses 2021: $91,849Net Income 2021: $146,8782021Revenue 2022: $8,645Expenses 2022: $85,404Net Income 2022: -$76,7592022Revenue 2023: $33,406Expenses 2023: $56,454Net Income 2023: -$23,0482023Revenue 2024: $78,096Expenses 2024: $72,972Net Income 2024: $5,1242024

Highlighted filing

2020

Revenue$66,051
Expenses$92,094
Net Income-$26,043
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Mar 17, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD RIGHTTrustee-$24,000-$24,000
Filing and Contact Details

Filer

Filer Name
Sidney T and Bertha Katzson Charita
EIN
47-2127271
Phone
3033883782
Address
31 CHERRY LANE DRIVE, ENGLEWOOD, CO 80113

Signing Officer

Name
Richard Right
Title
Trustee
Phone
3038933535
Signed
2021-03-17

Preparer

Firm
Ian D Gardenswartz & Associates Pc
Address
6825 E TENNESSEE AVE 235, DENVER, CO 80224
Preparer
Rich L Merg
Phone
3033883782
Raw XML Appendix322 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/DistributableAmountGrp/DistributableBeforeDedAmt057161
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22190 E ASBURY AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31400 JACKSON ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4301 STRAWBERRY HILL AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt53201 S TAMARAC DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6350 S DAHLIA ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt71635 AURORA CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt88333 COLORADO RIVER RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt93939 2ND AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1051 GRAPE ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0DENVER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1DENVER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2DENVER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3DENVER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4STAMFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5DENVER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6DENVER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7AURORA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8GYPSUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9DENVER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10DENVER
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd10CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd080224
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd180204
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd280208
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd380206
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd406905
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd580231
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd680246
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd780045
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd881637
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd980206
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1080220
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt061386
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/AppliedToCurrentYearAmt017767
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt043619
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt057161
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt061386
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt039394
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt043619
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0135
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OTHER DEDUCTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt04170
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt166
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt04170
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt166
OtherIncreasesSchedule/OtherIncreasesDetail/Amt016
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0NON DIVIDEND DISTRIBUTIONS
TaxesSchedule/TaxesDetail/Amt0550
TaxesSchedule/TaxesDetail/Amt137
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt037
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD RIGHT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03038933535
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-03-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SIDNEY T AND BERTHA KATZSON CHARITA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION C/O RICHARD RIGHT
ReturnHeader/Filer/BusinessNameControlTxt0SIDN
ReturnHeader/Filer/EIN0472127271
ReturnHeader/Filer/PhoneNum03033883782
ReturnHeader/Filer/USAddress/AddressLine1Txt031 CHERRY LANE DRIVE
ReturnHeader/Filer/USAddress/CityNm0ENGLEWOOD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080113
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0841003319
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0IAN D GARDENSWARTZ & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06825 E TENNESSEE AVE 235
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DENVER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080224
ReturnHeader/PreparerPersonGrp/PhoneNum03033883782
ReturnHeader/PreparerPersonGrp/PreparationDt02021-03-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICH L MERG
ReturnHeader/ReturnTs02021-03-29T14:20:34-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RICHARD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0RIGHT
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,015,203
Liabilities
$1
Net assets
$1,015,203
Revenue
$66,051
Expenses
$92,094
Net income
-$26,043
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.08$0.07$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.03$0.06$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.01$0.09$0.08
2021Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.24$0.09$0.15
2020Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.07$0.09$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.08$0.09$0.00
2018Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.09$0.09$0.00
2017Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.07$0.08$0.01
2015Summary only. Only limited summary data is available for this year.$1.10$0.00$0.08$0.00$0.07