Civic Intelligence

Robert a Katz Memorial Foundation

990PF • Fiscal year 2019 • EIN 71-0914580

Jan 01, 2019 to Dec 31, 2019 • Filed on Mar 25, 2020

Organization Profile
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

60th percentile

0.00x

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

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

Liabilities / Revenue

62nd percentile

0.00x

Higher debt load relative to revenue than 62% of similar nonprofits.

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

Net Margin

2nd percentile

-798%

Higher net margin than 2% 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

15th percentile

-27%

Faster asset growth than 15% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

14th percentile

-39%

Faster revenue growth than 14% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$21,834

Down $8,233 (-27%) from 2018

Net Assets

Down

$21,834

Down $8,233 (-27%) from 2018

Liabilities

Up

$1

Up $1 from 2018

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin2nd percentile

Revenue

Down

$1,032

Down $656 (-39%) from 2018

Expenses

Up

$9,265

Up $7,765 (+518%) from 2018

Net Income

Down

-$8,233

Down $8,421 (-4479%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

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

2019

Assets$21,834
Liabilities$1
Net Assets$21,834
Open 2019 Filing

Operations Trend

Revenue Growth14th percentile

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

2019

Revenue$1,032
Expenses$9,265
Net Income-$8,233
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Mar 25, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay77th percentile

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
2020-03-25
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 Appendix354 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/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JAN W KATZ
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01671 ROBERT STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NEW ORLEANS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0LA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd070115
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0LA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum05048971777
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt23000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL ACTIVITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL ACTIVITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL ACTIVITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0NEWCOMB ART MUSEUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1TOURO SYNAGOGUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2OGDEN MUSEUM OF SOUTHERN ART
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0WOLDENBERG ART CENTER 202 NEWCOMB
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt14238 ST CHARLES AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2925 CAMP ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0CIR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW ORLEANS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NEW ORLEANS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2NEW ORLEANS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0LA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1LA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2LA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd070118
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd170115
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd270130
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt07500
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/AppliedToCurrentYearAmt01601
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01601
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt011259
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt06664
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt09844
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt03541
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt03541
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt033666
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt05899
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt011259
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt06664
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt09844
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt07500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt05899
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt037207
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt031308
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
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FEDERAL TAX EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt114
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01601
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0OTHER PROFESSIONAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01601
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAN W KATZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05048971777
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-03-25
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/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/ReturnTs02020-04-27T11:19:48-05:00
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
$21,834
Liabilities
$1
Net assets
$21,834
Revenue
$1,032
Expenses
$9,265
Net income
-$8,233
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