Civic Intelligence

Robert H Karatz Foundation

EIN 74-2501011 • Beverly Hills, CA

9595 Wilshire Blvd 411Beverly Hills, CA 90210
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2022

Liabilities / Revenue

62nd percentile

0.00x

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

<$500k nonprofits • Source year 2022

Net Margin

88th percentile

44%

Higher net margin than 88% of similar nonprofits.

<$500k nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

<$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

41st percentile

-7.6%

Faster revenue growth than 41% of similar nonprofits.

<$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $397,549 (-100%) from 2021

Liabilities

Down

$0

Down $2,119,713 (-100%) from 2021

Net Assets

Up

$0

Up $1,722,164 (+100%) from 2021

Operations
Liabilities / Revenue62nd percentileNet Margin88th percentile

Revenue

Down

$262,780

Down $21,753 (-7.6%) from 2021

Expenses

Up

$146,177

Up $56,557 (+63%) from 2021

Net Income

Down

$116,603

Down $78,310 (-40%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth10th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$2.0M$0-$2.0MAssets 2011: -$1,166,149Liabilities 2011: $3,6242011Assets 2012: -$1,357,763Liabilities 2012: $6502012Assets 2013: -$1,470,735Liabilities 2013: $6502013Assets 2014: -$1,427,877Liabilities 2014: $02014Assets 2015: -$1,409,933Liabilities 2015: $02015Assets 2019: -$1,518,174Liabilities 2019: $02019Assets 2020: -$1,883,663Liabilities 2020: $1Net Assets 2020: -$1,883,6632020Assets 2021: $397,549Liabilities 2021: $2,119,713Net Assets 2021: -$1,722,1642021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2022

Assets$0
Liabilities$0
Net Assets$0
Open 2022 Filing

Operations Trend

Revenue Growth41st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500K-$1.0MRevenue 2011: $178,792Expenses 2011: $695,703Net Income 2011: -$516,9112011Revenue 2012: $79,960Expenses 2012: $268,600Net Income 2012: -$188,6402012Revenue 2013: $205,694Expenses 2013: $318,666Net Income 2013: -$112,9722013Revenue 2014: $206,451Expenses 2014: $162,943Net Income 2014: $43,5082014Revenue 2015: $193,391Expenses 2015: $175,447Net Income 2015: $17,9442015Revenue 2019: $214,641Expenses 2019: $129,130Net Income 2019: $85,5112019Revenue 2020: $154,386Expenses 2020: $153,964Net Income 2020: $4222020Revenue 2021: $284,533Expenses 2021: $89,620Net Income 2021: $194,9132021Revenue 2022: $262,780Expenses 2022: $146,177Net Income 2022: $116,6032022

Highlighted filing

2022

Revenue$262,780
Expenses$146,177
Net Income$116,603
Open 2022 Filing

Filings

Most recent year

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

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$262,780
Expenses
$146,177
Net income
$116,603
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.26$0.15$0.12
2021Detailed filing. Detailed filing data is available for this year.$0.40$2.12$1.72$0.28$0.09$0.19
2020Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.15$0.15$0.00
2019Summary only. Only limited summary data is available for this year.$1.52$0.00$0.21$0.13$0.09
2015Summary only. Only limited summary data is available for this year.$1.41$0.00$0.19$0.18$0.02
2014Summary only. Only limited summary data is available for this year.$1.43$0.00$0.21$0.16$0.04
2013Summary only. Only limited summary data is available for this year.$1.47$0.00$0.21$0.32$0.11
2012Summary only. Only limited summary data is available for this year.$1.36$0.00$0.08$0.27$0.19
2011Summary only. Only limited summary data is available for this year.$1.17$0.00$0.18$0.70$0.52
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jul 16, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Bruce E KaratzDirector-$0--
Filing and Contact Details

Filer

Filer Name
Robert H Karatz Foundation
EIN
74-2501011
Phone
2136838788
Address
9595 Wilshire Blvd 411, Beverly Hills, CA 90210

Signing Officer

Name
Bruce Karatz
Title
President
Phone
2136838788
Signed
2023-07-16
Discuss with paid preparer
Yes

Preparer

Firm
David Kovacs PA
Address
7100 W Camino Real Suite 404, Boca Raton, FL 33433
Preparer
David Kovacs
Phone
5615604208
Raw XML Appendix323 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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DissolutionStmt/DissolutionInformationGrp/BusinessName/BusinessNameLine1Txt0CALIFORNIA COMMUNITY FOUNDATION
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DissolutionStmt/DissolutionInformationGrp/ShortExplanationTxt0THE ROBERT H. KARATZ FOUNDATION ("TAXPAYER") ASSIGNED AND TRANSFERRED ALL OF ITS ASSETS TO THE CALIFORNIA COMMUNITY FOUNDATION ("CCF") LOCATED AT:717 W TEMPLE ST, LOS ANGELES, CA 90012TEL NO. (213) 413-4130THE TAXPAYER'S ASSETS THAT WERE TRANSFERRED TO CCF CONSISTED OF THE FOLLOWING:17.166667% PROFITS AND LOSS INTEREST, 16.519917% CAPITAL INTEREST IN FOREST RIDGE, LLP; THE APPROXIMATE FAIR MARKET VALUE OF THIS INTEREST IS APPROXIMATELY $3,000,000.$203,098.23 OF CASH AND EQUITIES HELD IN JPMORGAN ACCOUNT ENDING 8007$231,649.34 OF CASH HELD IN CITY NATIONAL BANK ACCOUNT ENDING 0951THE PURPOSE OF THE TERMINATION OF THE FOUNDATION IS TO BETTER EFFECTUATE AND IMPLEMENT THE FOUNDATION'S GOALS BY MEANS OF HAVING THE ASSETS DEPLOYED BY THE CALIFORNIA COMMUNITY FOUNDATION. ENCLOSED ARE THE RELATED DISSOLUTION PAPERWORK.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd090066
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd190066
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt040000
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/AppliedToCurrentYearAmt011235
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt011235
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt074967
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt06983
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0108019
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0109514
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0254745
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0254745
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0328248
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt028765
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt074967
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt06983
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0108019
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0109514
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt040000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt028765
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0582993
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0554228
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LiquidationExplanationStmt/ExplanationTxt0THE ROBERT H. KARATZ FOUNDATION ("TAXPAYER") ASSIGNED AND TRANSFERRED ALL OF ITS ASSETS TO THE CALIFORNIA COMMUNITY FOUNDATION ("CCF") LOCATED AT: 717 W TEMPLE ST, LOS ANGELES, CA 90012 TEL NO. (213) 413-4130 THE TAXPAYER'S ASSETS THAT WERE TRANSFERRED TO CCF CONSISTED OF THE FOLLOWING: 17.166667% PROFITS AND LOSS INTEREST, 16.519917% CAPITAL INTEREST IN FOREST RIDGE, LLP; THE APPROXIMATE FAIR MARKET VALUE OF THIS INTEREST IS APPROXIMATELY $3,000,000. $203,098.23 OF CASH AND EQUITIES HELD IN JPMORGAN ACCOUNT ENDING 8007 $231,649.34 OF CASH HELD IN CITY NATIONAL BANK ACCOUNT ENDING 0951 THE PURPOSE OF THE TERMINATION OF THE FOUNDATION IS TO BETTER EFFECTUATE AND IMPLEMENT THE FOUNDATION'S GOALS BY MEANS OF HAVING THE ASSETS DEPLOYED BY THE CALIFORNIA COMMUNITY FOUNDATION. ENCLOSED ARE THE RELATED DISSOLUTION PAPERWORK.
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt02670
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Dividend receivable
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01605561
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Contribution grant of assets to CA Community Foundation
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt02119713
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0Forest Ridge LLP
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt013285
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Legal
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/Amt067059
TaxesSchedule/TaxesDetail/Amt121398
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1ARIZONA TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Bruce Karatz
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum02136838788
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-07-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Robert H Karatz Foundation
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0742501011
ReturnHeader/Filer/PhoneNum02136838788
ReturnHeader/Filer/USAddress/AddressLine1Txt09595 Wilshire Blvd 411
ReturnHeader/Filer/USAddress/CityNm0Beverly Hills
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090210
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0475257599
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0David Kovacs PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07100 W Camino Real Suite 404
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Boca Raton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033433
ReturnHeader/PreparerPersonGrp/PhoneNum05615604208
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David Kovacs
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-07-27T19:42:11-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Bruce
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Karatz
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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