Civic Intelligence

Robert a Katz Memorial Foundation

990PF • Fiscal year 2017 • EIN 71-0914580

Jan 01, 2017 to Dec 31, 2017 • Filed on May 18, 2018

1671 Robert StreetNew Orleans, LA 70115

(504) 897-1777

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

7th percentile

-76%

Higher net margin than 7% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

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.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

20th percentile

-18%

Faster asset growth than 20% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

95th percentile

164%

Faster revenue growth than 95% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$29,879

Down $6,638 (-18%) from 2016

Net Assets

Down

$29,879

Down $6,638 (-18%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$8,787

Up $5,459 (+164%) from 2016

Expenses

Up

$15,425

Up $4,995 (+48%) from 2016

Net Income

Up

-$6,638

Up $464 (+6.5%) from 2016

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2010: $126,125Liabilities 2010: $0Net Assets 2010: $126,1252010Assets 2011: $67,582Liabilities 2011: $0Net Assets 2011: $67,5822011Assets 2012: $60,705Liabilities 2012: $0Net Assets 2012: $60,7052012Assets 2013: $50,773Liabilities 2013: $1Net Assets 2013: $50,7732013Assets 2014: $45,751Liabilities 2014: $1Net Assets 2014: $45,7512014Assets 2015: $43,619Liabilities 2015: $1Net Assets 2015: $43,6192015Assets 2016: $36,517Liabilities 2016: $0Net Assets 2016: $36,5172016Assets 2017: $29,879Liabilities 2017: $0Net Assets 2017: $29,8792017Assets 2018: $30,067Liabilities 2018: $0Net Assets 2018: $30,0672018Assets 2019: $21,834Liabilities 2019: $1Net Assets 2019: $21,8342019Assets 2020: $22,420Liabilities 2020: $1Net Assets 2020: $22,4202020Assets 2021: $21,279Liabilities 2021: $1Net Assets 2021: $21,2792021Assets 2022: $19,242Liabilities 2022: $1Net Assets 2022: $19,2422022Assets 2023: $16,484Liabilities 2023: $0Net Assets 2023: $16,4842023Assets 2024: $16,514Liabilities 2024: $0Net Assets 2024: $16,5142024

Highlighted filing

2017

Assets$29,879
Liabilities$0
Net Assets$29,879

Operations Trend

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

$20K$10K$0-$10KExpenses 2010: $15,0082010Expenses 2011: $17,3382011Expenses 2012: $11,2082012Revenue 2013: $5,765Expenses 2013: $15,697Net Income 2013: -$9,9322013Revenue 2014: $4,078Expenses 2014: $9,100Net Income 2014: -$5,0222014Revenue 2015: $11,923Expenses 2015: $14,055Net Income 2015: -$2,1322015Revenue 2016: $3,328Expenses 2016: $10,430Net Income 2016: -$7,1022016Revenue 2017: $8,787Expenses 2017: $15,425Net Income 2017: -$6,6382017Revenue 2018: $1,688Expenses 2018: $1,500Net Income 2018: $1882018Revenue 2019: $1,032Expenses 2019: $9,265Net Income 2019: -$8,2332019Revenue 2020: $736Expenses 2020: $150Net Income 2020: $5862020Revenue 2021: $1,994Expenses 2021: $3,135Net Income 2021: -$1,1412021Revenue 2022: $4,263Expenses 2022: $6,300Net Income 2022: -$2,0372022Revenue 2023: $392Expenses 2023: $3,150Net Income 2023: -$2,7582023Revenue 2024: $1,497Expenses 2024: $1,467Net Income 2024: $302024

Highlighted filing

2017

Revenue$8,787
Expenses$15,425
Net Income-$6,638
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 18, 2018
Return Version
2017v2.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAN W KATZPresident-$0--
JARED ALEXANDER KATZBoard Member-$0--
ALEXA MAYER KATZSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Robert a Katz Memorial Foundation
EIN
71-0914580
Phone
5048971777
Address
1671 ROBERT STREET, NEW ORLEANS, LA 70115

Signing Officer

Name
Jan W Katz
Title
President
Phone
5048971777
Signed
2018-05-18
Discuss with paid preparer
Yes

Preparer

Firm
Ericksen Krentel Llp
Address
4227 CANAL STREET, NEW ORLEANS, LA 70119
Preparer
Richard G Mueller CPA
Phone
5044867275
Raw XML Appendix382 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/PersonNm0JAN W KATZ
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IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PUBLIC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt03747 W ESPLANADE AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1925 CAMP STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 37
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt34238 ST CHARLES AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0METAIRIE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NEW ORLEANS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2PENLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3NEW ORLEANS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1LA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd070002
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd170130
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd228765
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd370130
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt013300
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
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IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02041
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt06664
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt09844
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt03541
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt09986
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt06328
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt06328
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt041294
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt011259
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt06664
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt09844
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt03541
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt09986
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
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IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt011259
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt047622
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt036363
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt010495
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt1337
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ARTWORK
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1DUE FROM MAYER KATZ FOUNDATION
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt010495
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt1337
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt010495
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt1337
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0160
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0OTHER PROFESSIONAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0160
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAN W KATZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05048971777
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROBERT A KATZ MEMORIAL FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O MRS JAN W KATZ
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0710914580
ReturnHeader/Filer/PhoneNum05048971777
ReturnHeader/Filer/USAddress/AddressLine1Txt01671 ROBERT STREET
ReturnHeader/Filer/USAddress/CityNm0NEW ORLEANS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0LA
ReturnHeader/Filer/USAddress/ZIPCd070115
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId05C59E31FB4B1F8D5EF4B019B54635C1214710061
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05C59E31FB4B1F8D5EF4B019B54635C1214710061
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt012.152.98.2
ReturnHeader/FilingSecurityInformation/IPDt02018-05-18
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm008:41:26
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0720549733
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERICKSEN KRENTEL LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04227 CANAL STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW ORLEANS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0LA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd070119
ReturnHeader/PreparerPersonGrp/PhoneNum05044867275
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD G MUELLER CPA
ReturnHeader/ReturnTs02018-08-29T08:28:02-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$0.01$0.01$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.00$0.03$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$0.04$0.06$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.02$0.03$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$0.01$0.00$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$0.01$0.09$0.08
2018Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$0.02$0.02$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$0.09$0.15$0.07
2016Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$0.03$0.10$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.12$0.14$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$0.04$0.09$0.05
2013Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$0.06$0.16$0.10
2012Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$0.11
2011Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.17
2010Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.15