Civic Intelligence

Jerold B Katz Foundation

990T • Fiscal year 2024 • EIN 74-2164970

Dec 01, 2023 to Nov 30, 2024 • Filed on Aug 18, 2025

Organization Profile
5847 San Felipe Street 2375Houston, TX 77057

(713) 953-7700

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$400M$300M$200M$100M$0Assets 2011: $1,634,821Liabilities 2011: $02011Assets 2012: $1,598,915Liabilities 2012: $02012Assets 2013: $3,720,580Liabilities 2013: $02013Assets 2014: $3,764,828Liabilities 2014: $02014Assets 2019: $136,608,840Liabilities 2019: $02019Assets 2020: $167,531,132Liabilities 2020: $0Net Assets 2020: $167,531,1322020Assets 2021: $165,148,620Liabilities 2021: $02021Assets 2022: $364,930,688Liabilities 2022: $0Net Assets 2022: $364,930,6882022Assets 2023: $381,868,534Liabilities 2023: $0Net Assets 2023: $381,868,5342023Assets 2024: $391,559,763Liabilities 2024: $0Net Assets 2024: $391,559,7632024

Latest loaded filing

2024

Assets$391,559,763
Liabilities$0
Net Assets$391,559,763
Open 2024 Filing

Operations Trend

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

$300M$200M$100M$0-$100MRevenue 2011: $57,944Expenses 2011: $40,135Net Income 2011: $17,8092011Revenue 2012: $64,513Expenses 2012: $77,875Net Income 2012: -$13,3622012Revenue 2013: $2,180,815Expenses 2013: $62,110Net Income 2013: $2,118,7052013Revenue 2014: $122,763Expenses 2014: $71,798Net Income 2014: $50,9652014Revenue 2019: $21,079,697Expenses 2019: $5,854,773Net Income 2019: $15,224,9242019Revenue 2020: $37,526,460Expenses 2020: $6,879,036Net Income 2020: $30,647,4242020Revenue 2021: $8,191,421Expenses 2021: $10,573,271Net Income 2021: -$2,381,8502021Revenue 2022: $214,488,043Expenses 2022: $13,564,374Net Income 2022: $200,923,6692022Revenue 2023: $29,643,222Expenses 2023: $11,357,509Net Income 2023: $18,285,7132023Revenue 2024: $29,840,709Expenses 2024: $20,149,480Net Income 2024: $9,691,2292024

Latest loaded filing

2024

Revenue$29,840,709
Expenses$20,149,480
Net Income$9,691,229
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2023 to Nov 30, 2024
Signed
Aug 18, 2025
Return Version
2023v8.0
Filing and Contact Details

Filer

Filer Name
Jerold B Katz Foundation
EIN
74-2164970
Phone
7139537700
Address
5847 SAN FELIPE STREET 2375, HOUSTON, TX 77057

Signing Officer

Name
Nicolas Garcia
Title
Secretary
Phone
7139537700
Signed
2025-08-18
Discuss with paid preparer
Yes

Preparer

Firm
Kpmg Llp
Address
811 MAIN STREET, HOUSTON, TX 77002
Preparer
J Scott Lockett
Phone
7133192000
Raw XML Appendix86 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.

Path#Value
IRS990T/BooksInCareOfDetail/PersonNm0NICOLAS GARCIA
IRS990T/BooksInCareOfDetail/PhoneNum07139537700
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt05847 SAN FELIPE STREET STE 2375
IRS990T/BooksInCareOfDetail/USAddress/CityNm0HOUSTON
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd077057
IRS990T/BookValueAssetsEOYAmt0391559763
IRS990T/CharitableContributionsDedAmt00
IRS990T/EstimatedTaxPaymentsAmt05000
IRS990T/ExtsnRequestIncomeTaxPaidAmt010000
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OtherTaxesAmt00
IRS990T/OverpaymentSection/AppliedToESTaxAmt016519
IRS990T/OverpaymentSection/OverpaymentAmt016519
IRS990T/OverpaymentSection/RefundAmt00
IRS990T/PaidTaxLiabilityAmt00
IRS990T/PriorYearOverpaymentCreditAmt01519
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/OtherDeductionsAmt08335
IRS990TScheduleA/PrincipalBusinessActivityCd0901101
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt08335
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0-166291
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0-166291
IRS990TScheduleA/TotUnrltTrdBusIncmAmt0-166291
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0INVESTMENT IN PARTNERSHIPS
IRS990TScheduleA/UBIBeforeNOLDedAmt0-174626
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0-174626
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt016519
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIComputedAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0NICOLAS GARCIA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum07139537700
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JEROLD B KATZ FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JERO
ReturnHeader/Filer/EIN0742164970
ReturnHeader/Filer/PhoneNum07139537700
ReturnHeader/Filer/USAddress/AddressLine1Txt05847 SAN FELIPE STREET 2375
ReturnHeader/Filer/USAddress/CityNm0HOUSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077057
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0135565207
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KPMG LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0811 MAIN STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOUSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077002
ReturnHeader/PreparerPersonGrp/PhoneNum07133192000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0J SCOTT LOCKETT
ReturnHeader/ReturnTs02025-08-18T16:09:27-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/TaxPeriodBeginDt02023-12-01
ReturnHeader/TaxPeriodEndDt02024-11-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
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Liabilities
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Net assets
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Revenue
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Expenses
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Net income
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Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$392$0.00$392$29.8$20.1$9.69
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.
2023Detailed filing. Detailed filing data is available for this year.$382$0.00$382$29.6$11.4$18.3
2022Detailed filing. Detailed filing data is available for this year.$365$0.00$365$214$13.6$201
2021Summary only. Only limited summary data is available for this year.$165$0.00$8.19$10.6$2.38
2020Detailed filing. Detailed filing data is available for this year.$168$0.00$168$37.5$6.88$30.6
2019Summary only. Only limited summary data is available for this year.$137$0.00$21.1$5.85$15.2
2014Summary only. Only limited summary data is available for this year.$3.76$0.00$0.12$0.07$0.05
2013Summary only. Only limited summary data is available for this year.$3.72$0.00$2.18$0.06$2.12
2012Summary only. Only limited summary data is available for this year.$1.60$0.00$0.06$0.08$0.01
2011Summary only. Only limited summary data is available for this year.$1.63$0.00$0.06$0.04$0.02