Civic Intelligence

The Katzenbach Charitable Foundation Inc

990PF • Fiscal year 2016 • EIN 65-6329975

Jan 01, 2016 to Dec 31, 2016 • Filed on Sep 27, 2017

Organization Profile
791 Binnacle Point DriveLongboat Key, FL 34228

(941) 383-2588

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

3rd percentile

-464%

Higher net margin than 3% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

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.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

15th percentile

-26%

Faster asset growth than 15% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

51st percentile

0.6%

Faster revenue growth than 51% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$11,264

Down $3,999 (-26%) from 2015

Net Assets

Down

$11,264

Down $3,999 (-26%) from 2015

Liabilities

Down

$0

Down $1 (-100%) from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin3rd percentile

Revenue

Up

$862

Up $5 (+0.6%) from 2015

Expenses

Up

$4,861

Up $1,005 (+26%) from 2015

Net Income

Down

-$3,999

Down $1,000 (-33%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

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

$80K$60K$40K$20K$0Assets 2010: $65,479Liabilities 2010: $0Net Assets 2010: $65,4792010Assets 2011: $49,425Liabilities 2011: $02011Assets 2012: $35,634Liabilities 2012: $0Net Assets 2012: $35,6342012Assets 2013: $23,576Liabilities 2013: $1Net Assets 2013: $23,5762013Assets 2014: $18,262Liabilities 2014: $1Net Assets 2014: $18,2622014Assets 2015: $15,263Liabilities 2015: $1Net Assets 2015: $15,2632015Assets 2016: $11,264Liabilities 2016: $0Net Assets 2016: $11,2642016Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017

Highlighted filing

2016

Assets$11,264
Liabilities$0
Net Assets$11,264
Open 2016 Filing

Operations Trend

Revenue Growth51st percentile

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

$30K$20K$10K$0-$10K-$20KExpenses 2010: $22,6802010Revenue 2011: $1,647Expenses 2011: $17,701Net Income 2011: -$16,0542011Expenses 2012: $13,8562012Revenue 2013: $738Expenses 2013: $12,796Net Income 2013: -$12,0582013Revenue 2014: $2Expenses 2014: $5,316Net Income 2014: -$5,3142014Revenue 2015: $857Expenses 2015: $3,856Net Income 2015: -$2,9992015Revenue 2016: $862Expenses 2016: $4,861Net Income 2016: -$3,9992016Revenue 2017: $2,725Expenses 2017: $13,989Net Income 2017: -$11,2642017

Highlighted filing

2016

Revenue$862
Expenses$4,861
Net Income-$3,999
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Sep 27, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LOIS B KATZENBACHSecretary/TreasurerPT$0--
G R KATZENBACH JRVice President-$0--
PAULETTE KATZENBACHVice President-$0--
CAROL KATZENBACH FALCKVice PresidentPT$0--
Filing and Contact Details

Filer

Filer Name
The Katzenbach Charitable
EIN
65-6329975
Phone
9413832588
Address
791 BINNACLE POINT DRIVE, LONGBOAT KEY, FL 34228

Signing Officer

Name
Lois B Katzenbach
Title
Secretary/treasurer
Phone
9413832588
Signed
2017-09-27
Discuss with paid preparer
Yes

Preparer

Firm
Kerkering Barberio & Co
Address
PO BOX 49348, SARASOTA, FL 34230-6348
Preparer
Rebecca U Stoner
Phone
9413654617
Raw XML Appendix334 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01629 RANCH ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt13801 HOBBS RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21056 E 19TH AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3440 FIRST STREET NW SUITE 300
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NASHVILLE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3WASHINGTON
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3DC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd137215
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd280218
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd320001
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt04000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0678
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0678
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02991
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt04230
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt011158
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt011537
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt014663
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt014663
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt034099
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt04183
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02991
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt04230
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt011158
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt011537
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt04861
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt04183
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt048762
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt044579
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt061
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt061
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LOIS B KATZENBACH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09413832588
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE KATZENBACH CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0KATZ
ReturnHeader/Filer/EIN0656329975
ReturnHeader/Filer/PhoneNum09413832588
ReturnHeader/Filer/USAddress/AddressLine1Txt0791 BINNACLE POINT DRIVE
ReturnHeader/Filer/USAddress/CityNm0LONGBOAT KEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034228
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0980ACC3253BEA1E60BD1B651736575F8D9611DAA
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0EB85F649756F40D8E127A5F34CA7698EE801DAC7
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0162.252.124.2
ReturnHeader/FilingSecurityInformation/IPDt02017-09-27
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm015:39:11
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0591753337
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KERKERING BARBERIO & CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 49348
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SARASOTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0342306348
ReturnHeader/PreparerPersonGrp/PhoneNum09413654617
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0REBECCA U STONER
ReturnHeader/ReturnTs02017-10-10T14:11:49-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,264
Liabilities
$0
Net assets
$11,264
Revenue
$862
Expenses
$4,861
Net income
-$3,999
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$2.73$14.0$11.3
2016Detailed filing. Detailed filing data is available for this year.$11.3$0.00$11.3$0.86$4.86$4.00
2015Detailed filing. Detailed filing data is available for this year.$15.3$0.00$15.3$0.86$3.86$3.00
2014Detailed filing. Detailed filing data is available for this year.$18.3$0.00$18.3$0.00$5.32$5.31
2013Detailed filing. Detailed filing data is available for this year.$23.6$0.00$23.6$0.74$12.8$12.1
2012Detailed filing. Detailed filing data is available for this year.$35.6$0.00$35.6$13.9
2011Summary only. Only limited summary data is available for this year.$49.4$0.00$1.65$17.7$16.1
2010Detailed filing. Detailed filing data is available for this year.$65.5$0.00$65.5$22.7