Civic Intelligence

Robert a Katz Memorial Foundation

990PF • Fiscal year 2022 • EIN 71-0914580

Jan 01, 2022 to Dec 31, 2022 • Filed on Oct 03, 2023

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

61st percentile

0.00x

Higher debt load relative to assets than 61% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

61st percentile

0.00x

Higher debt load relative to revenue than 61% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

14th percentile

-48%

Higher net margin than 14% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

31st percentile

-9.6%

Faster asset growth than 31% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

86th percentile

114%

Faster revenue growth than 86% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$19,242

Down $2,037 (-9.6%) from 2021

Net Assets

Down

$19,242

Down $2,037 (-9.6%) from 2021

Liabilities

Flat

$1

Flat from 2021

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin14th percentile

Revenue

Up

$4,263

Up $2,269 (+114%) from 2021

Expenses

Up

$6,300

Up $3,165 (+101%) from 2021

Net Income

Down

-$2,037

Down $896 (-79%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth31st 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

2022

Assets$19,242
Liabilities$1
Net Assets$19,242
Open 2022 Filing

Operations Trend

Revenue Growth86th 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

2022

Revenue$4,263
Expenses$6,300
Net Income-$2,037
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 3, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay78th 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
2023-10-03
Discuss with paid preparer
Yes

Preparer

Firm
Ericksen Krentel Llp
Address
4227 CANAL STREET, NEW ORLEANS, LA 70119
Preparer
Jeremy Thibodeaux CPA
Phone
5044867275
Raw XML Appendix304 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/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt04300
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/AppliedToCurrentYearAmt01423
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01423
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01343
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt05899
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt011259
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt011259
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt010119
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02877
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01343
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt05899
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt04300
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02877
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt021378
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt018501
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
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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
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAN W KATZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05048971777
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-03
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ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0710914580
ReturnHeader/Filer/PhoneNum05048971777
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ReturnHeader/Filer/USAddress/CityNm0NEW ORLEANS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0LA
ReturnHeader/Filer/USAddress/ZIPCd070115
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
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/PreparerPersonNm0JEREMY THIBODEAUX CPA
ReturnHeader/ReturnTs02023-12-20T13:40:21-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KATZ
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,242
Liabilities
$1
Net assets
$19,242
Revenue
$4,263
Expenses
$6,300
Net income
-$2,037
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