Civic Intelligence

The Barry Katz and Sandra James Charitable Foundation Inc

EIN 47-2458910 • Wilmington, DE

Foundation Source 501 Silverside RdWilmington, DE 19809-1377
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

95th percentile

80%

Higher net margin than 95% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

61st percentile

6.3%

Faster asset growth than 61% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

68th percentile

25%

Faster revenue growth than 68% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$1,002,836

Up $59,404 (+6.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,002,836

Up $59,404 (+6.3%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin95th percentile

Revenue

Up

$74,371

Up $14,930 (+25%) from 2023

Expenses

Up

$14,967

Up $2,448 (+20%) from 2023

Net Income

Up

$59,404

Up $12,482 (+27%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth61st percentile

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

$1.5M$1.0M$500K$0Assets 2014: $1,262,039Liabilities 2014: $0Net Assets 2014: $1,262,0392014Assets 2015: $1,283,546Liabilities 2015: $0Net Assets 2015: $1,283,5462015Assets 2016: $1,265,188Liabilities 2016: $0Net Assets 2016: $1,265,1882016Assets 2017: $1,273,479Liabilities 2017: $0Net Assets 2017: $1,273,4792017Assets 2018: $1,271,496Liabilities 2018: $0Net Assets 2018: $1,271,4962018Assets 2019: $787,729Liabilities 2019: $0Net Assets 2019: $787,7292019Assets 2020: $768,367Liabilities 2020: $0Net Assets 2020: $768,3672020Assets 2021: $845,545Liabilities 2021: $0Net Assets 2021: $845,5452021Assets 2022: $896,510Liabilities 2022: $0Net Assets 2022: $896,5102022Assets 2023: $943,432Liabilities 2023: $0Net Assets 2023: $943,4322023Assets 2024: $1,002,836Liabilities 2024: $0Net Assets 2024: $1,002,8362024

Highlighted filing

2024

Assets$1,002,836
Liabilities$0
Net Assets$1,002,836
Open 2024 Filing

Operations Trend

Revenue Growth68th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2014: $1,269,039Expenses 2014: $7,000Net Income 2014: $1,262,0392014Revenue 2015: $75,782Expenses 2015: $61,275Net Income 2015: $14,5072015Revenue 2016: $54,331Expenses 2016: $72,689Net Income 2016: -$18,3582016Revenue 2017: $68,393Expenses 2017: $60,102Net Income 2017: $8,2912017Revenue 2018: $68,474Expenses 2018: $70,457Net Income 2018: -$1,9832018Revenue 2019: $127,728Expenses 2019: $611,495Net Income 2019: -$483,7672019Revenue 2020: $40,051Expenses 2020: $59,413Net Income 2020: -$19,3622020Revenue 2021: $86,115Expenses 2021: $8,937Net Income 2021: $77,1782021Revenue 2022: $60,495Expenses 2022: $9,530Net Income 2022: $50,9652022Revenue 2023: $59,441Expenses 2023: $12,519Net Income 2023: $46,9222023Revenue 2024: $74,371Expenses 2024: $14,967Net Income 2024: $59,4042024

Highlighted filing

2024

Revenue$74,371
Expenses$14,967
Net Income$59,404
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$1,002,836
Liabilities
$0
Net assets
$1,002,836
Revenue
$74,371
Expenses
$14,967
Net income
$59,404
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.07$0.01$0.06
2023Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.06$0.01$0.05
2022Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.06$0.01$0.05
2021Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.09$0.01$0.08
2020Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.04$0.06$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.13$0.61$0.48
2018Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.07$0.07$0.00
2017Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.07$0.06$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.05$0.07$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.08$0.06$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$1.27$0.01$1.26
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 22, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sandra JamesDir, VP-$0--
Barry KatzDir, Pres-$0--
Benjamin KatzDir, Sec, Treas-$0--
Filing and Contact Details

Filer

Filer Name
The Barry Katz and Sandra James Charitable
EIN
47-2458910
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
Barry Katz
Title
President
Phone
8008391754
Signed
2025-08-22
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
3333 New Hyde Park Rd Ste 406, New Hyde Park, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Benjamin Katz
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IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0501 Silverside Road Suite 123
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Wilmington
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0DE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0198091377
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Foundation Source
IRS990PF/StatementsRegardingActyGrp/PhoneNum08008391754
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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/AppliedToCurrentYearAmt09805
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt069738
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt059933
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt014240
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0351405
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt059933
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0291472
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt014240
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt014240
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt09805
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0305712
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0365645
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Sandbar Holdings LLC
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt011940 NW 4TH ST
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Plantation
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd033325
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt09704
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Administrative Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt09805
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt09805
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03862
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Management Services
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03862
TaxesSchedule/TaxesDetail/Amt0700
TaxesSchedule/TaxesDetail/Amt1600
TaxesSchedule/TaxesDetail/CategoryTxt0990-PF Estimated Tax for 2024
TaxesSchedule/TaxesDetail/CategoryTxt1990-PF Extension for 2023
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Barry Katz
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum08008391754
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Barry Katz and Sandra James Charitable
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0BARR
ReturnHeader/Filer/EIN0472458910
ReturnHeader/Filer/InCareOfNm0% Foundation Source
ReturnHeader/Filer/PhoneNum08008391754
ReturnHeader/Filer/USAddress/AddressLine1Txt0Foundation Source 501 Silverside Rd
ReturnHeader/Filer/USAddress/CityNm0Wilmington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DE
ReturnHeader/Filer/USAddress/ZIPCd0198091377
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Foundation Source
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03333 New Hyde Park Rd Ste 406
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0New Hyde Park
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011042
ReturnHeader/PreparerPersonGrp/PhoneNum08008391754
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey D Haskell
ReturnHeader/ReturnTs02025-09-04T15:40:21-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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