Civic Intelligence

Dorothy and Nathan Katz Foundation

990PF • Fiscal year 2019 • EIN 52-6028175

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 23, 2020

Organization Profile
3504 Woodvalley DrivePikesville, MD 21208

(410) 340-0103

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.03x

Higher debt load relative to assets than 73% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

87th percentile

0.17x

Higher debt load relative to revenue than 87% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

91st percentile

51%

Higher net margin than 91% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Up

$120,090

Up $32,772 (+38%) from 2015

Net Assets

$116,732

No earlier filing loaded for comparison.

Liabilities

Up

$3,358

Up $3,358 from 2015

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin91st percentile

Revenue

Up

$20,202

Up $4,814 (+31%) from 2015

Expenses

Up

$9,860

Up $69 (+0.7%) from 2015

Net Income

Up

$10,342

Up $4,745 (+85%) from 2015

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$300K$200K$100K$0Assets 2011: $72,206Liabilities 2011: $02011Assets 2012: $74,747Liabilities 2012: $02012Assets 2013: $80,654Liabilities 2013: $02013Assets 2014: $85,307Liabilities 2014: $02014Assets 2015: $87,318Liabilities 2015: $02015Assets 2019: $120,090Liabilities 2019: $3,358Net Assets 2019: $116,7322019Assets 2020: $115,740Liabilities 2020: $0Net Assets 2020: $115,7402020Assets 2021: $130,978Liabilities 2021: $0Net Assets 2021: $130,9782021Assets 2022: $155,558Liabilities 2022: $0Net Assets 2022: $155,5582022Assets 2023: $185,611Liabilities 2023: $0Net Assets 2023: $185,6112023Assets 2024: $209,009Liabilities 2024: $0Net Assets 2024: $209,0092024

Highlighted filing

2019

Assets$120,090
Liabilities$3,358
Net Assets$116,732
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60K$40K$20K$0-$20KRevenue 2011: $12,285Expenses 2011: $8,840Net Income 2011: $3,4452011Revenue 2012: $12,287Expenses 2012: $9,232Net Income 2012: $3,0552012Revenue 2013: $13,857Expenses 2013: $6,865Net Income 2013: $6,9922013Revenue 2014: $14,894Expenses 2014: $8,669Net Income 2014: $6,2252014Revenue 2015: $15,388Expenses 2015: $9,791Net Income 2015: $5,5972015Revenue 2019: $20,202Expenses 2019: $9,860Net Income 2019: $10,3422019Revenue 2020: $13,137Expenses 2020: $14,150Net Income 2020: -$1,0132020Revenue 2021: $26,311Expenses 2021: $11,073Net Income 2021: $15,2382021Revenue 2022: $35,285Expenses 2022: $10,705Net Income 2022: $24,5802022Revenue 2023: $43,298Expenses 2023: $13,245Net Income 2023: $30,0532023Revenue 2024: $36,091Expenses 2024: $12,693Net Income 2024: $23,3982024

Highlighted filing

2019

Revenue$20,202
Expenses$9,860
Net Income$10,342
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 23, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANIEL CRONETrustee-$0--
DARYL CRONETrustee-$0--
SUZANNE CRONETrustee-$0--
SYLVIA MURPHYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Tr Ua Dorothy & Nathan Katz Fdtn
EIN
52-6028175
Address
3504 WOODVALLEY DRIVE, PIKESVILLE, MD 21208

Signing Officer

Name
Daniel Crone
Title
Trustee
Phone
4103400103
Signed
2020-07-23
Discuss with paid preparer
Yes

Preparer

Firm
Hcfl
Address
1104 KENILWORTH DRIVE SUITE 300, TOWSON, MD 21204-3102
Preparer
Richard Intner CPA
Phone
4108284446
Raw XML Appendix261 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/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt08460
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt010906
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt08460
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt02446
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0251
OtherIncomeSchedule2/OtherIncomeDetail/Desc0ENTERPRISE PRODUCTS
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0251
OtherIncreasesSchedule/OtherIncreasesDetail/Amt02
OtherIncreasesSchedule/OtherIncreasesDetail/Amt139
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0CAPITAL GAIN NET INCOME
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1NON-TAXABLE DISTRIBUTIONS
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt02538
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0ENTERPRISE PRODUCTS
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt03358
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DANIEL CRONE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04103400103
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TR UA DOROTHY & NATHAN KATZ FDTN
ReturnHeader/Filer/BusinessNameControlTxt0KATZ
ReturnHeader/Filer/EIN0526028175
ReturnHeader/Filer/USAddress/AddressLine1Txt03504 WOODVALLEY DRIVE
ReturnHeader/Filer/USAddress/CityNm0PIKESVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd021208
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0521399339
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HCFL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01104 KENILWORTH DRIVE SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TOWSON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0212043102
ReturnHeader/PreparerPersonGrp/PhoneNum04108284446
ReturnHeader/PreparerPersonGrp/PreparationDt02020-07-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD INTNER CPA
ReturnHeader/ReturnTs02020-07-23T16:02:57-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$120,090
Liabilities
$3,358
Net assets
$116,732
Revenue
$20,202
Expenses
$9,860
Net income
$10,342
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$0.36$0.13$0.23
2023Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.43$0.13$0.30
2022Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.35$0.11$0.25
2021Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.26$0.11$0.15
2020Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.13$0.14$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.20$0.03$1.17$0.20$0.10$0.10
2015Summary only. Only limited summary data is available for this year.$0.87$0.00$0.15$0.10$0.06
2014Summary only. Only limited summary data is available for this year.$0.85$0.00$0.15$0.09$0.06
2013Summary only. Only limited summary data is available for this year.$0.81$0.00$0.14$0.07$0.07
2012Summary only. Only limited summary data is available for this year.$0.75$0.00$0.12$0.09$0.03
2011Summary only. Only limited summary data is available for this year.$0.72$0.00$0.12$0.09$0.03