Civic Intelligence

Katz Family Foundation Inc

990PF • Fiscal year 2013 • EIN 56-2058114

Jan 01, 2013 to Dec 31, 2013 • Filed on Feb 22, 2014

Organization Profile
1917 Wildcat Creek RoadChapel Hill, NC 27516

(919) 683-2614

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

60th percentile

0.00x

Higher debt load relative to revenue than 60% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Net Margin

8th percentile

-70%

Higher net margin than 8% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

31st percentile

-6.5%

Faster asset growth than 31% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

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

Source year 2013

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$138,640

Down $9,677 (-6.5%) from 2012

Net Assets

Down

$138,640

Down $9,677 (-6.5%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin8th percentile

Revenue

$13,800

No earlier filing loaded for comparison.

Expenses

Down

$23,477

Down $9,031 (-28%) from 2012

Net Income

-$9,677

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$200K$150K$100K$50K$0Assets 2010: $169,128Liabilities 2010: $0Net Assets 2010: $169,1282010Assets 2011: $161,324Liabilities 2011: $0Net Assets 2011: $161,3242011Assets 2012: $148,317Liabilities 2012: $0Net Assets 2012: $148,3172012Assets 2013: $138,640Liabilities 2013: $0Net Assets 2013: $138,6402013Assets 2014: $140,615Liabilities 2014: $1Net Assets 2014: $140,6152014Assets 2015: $117,391Liabilities 2015: $1Net Assets 2015: $117,3912015Assets 2016: $100,844Liabilities 2016: $0Net Assets 2016: $100,8442016Assets 2017: $88,943Liabilities 2017: $0Net Assets 2017: $88,9432017Assets 2018: $64,075Liabilities 2018: $0Net Assets 2018: $64,0752018Assets 2019: $90,839Liabilities 2019: $1Net Assets 2019: $90,8392019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2013

Assets$138,640
Liabilities$0
Net Assets$138,640
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50K-$100KExpenses 2010: $29,6552010Expenses 2011: $33,6792011Expenses 2012: $32,5082012Revenue 2013: $13,800Expenses 2013: $23,477Net Income 2013: -$9,6772013Revenue 2014: $26,840Expenses 2014: $24,865Net Income 2014: $1,9752014Revenue 2015: $9,957Expenses 2015: $33,181Net Income 2015: -$23,2242015Revenue 2016: $10,551Expenses 2016: $27,098Net Income 2016: -$16,5472016Revenue 2017: $18,864Expenses 2017: $30,765Net Income 2017: -$11,9012017Revenue 2018: $8,836Expenses 2018: $33,704Net Income 2018: -$24,8682018Revenue 2019: $30,542Expenses 2019: $3,778Net Income 2019: $26,7642019Revenue 2020: $651Expenses 2020: $91,490Net Income 2020: -$90,8392020

Highlighted filing

2013

Revenue$13,800
Expenses$23,477
Net Income-$9,677
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Feb 22, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SAMUEL KATZTreasurer-$0--
CATHERINE KATZDirector-$0--
Filing and Contact Details

Filer

EIN
56-2058114
Phone
9196832614

Signing Officer

Name
Samuel Katz
Title
President
Phone
9196832614
Signed
2014-02-22

Preparer

Preparer
Charles R Pless
Phone
9196832614
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine163622 LYCKAN PARKWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine174350 LASSITER AT N HILLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine18506 ALEXANDER AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine19326 GALVEZ ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine11031 RAYNES AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine111MOPS 221 2112 11TH AVE S
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1122400 PERIMETER PARK DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine20STE 6002
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine21AVE STE 250
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City1HANOVER
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt019640
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt037711
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt090739
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt090739
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt098768
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt018755
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt019640
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt012609
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt037711
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt019700
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt010053
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0189507
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0179454
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0540
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER INVESTMENT INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0540
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0540
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02276
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES-WELLS FARGO
TaxesSchedule/TaxesDetail/Amt0102
TaxesSchedule/TaxesDetail/Amt1114
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN
TaxesSchedule/TaxesDetail/CategoryTxt1IRS
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SAMUEL KATZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09196832614
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-02-22
ReturnHeader/Filer/BusinessName/BusinessNameLine10KATZ FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0KATZ
ReturnHeader/Filer/EIN0562058114
ReturnHeader/Filer/PhoneNum09196832614
ReturnHeader/Filer/USAddress/AddressLine101917 WILDCAT CREEK ROAD
ReturnHeader/Filer/USAddress/City0CHAPEL HILL

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$138,640
Liabilities
$0
Net assets
$138,640
Revenue
$13,800
Expenses
$23,477
Net income
-$9,677
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.01$0.91$0.91
2019Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.31$0.04$0.27
2018Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$0.09$0.34$0.25
2017Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.19$0.31$0.12
2016Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.11$0.27$0.17
2015Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.10$0.33$0.23
2014Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.27$0.25$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.14$0.23$0.10
2012Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.33
2011Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.34
2010Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.30